Core Insights - The Middle East is at a critical juncture between old and new growth models, driven by global energy transition, technological revolution, and geopolitical rebalancing, leading to profound structural changes in this traditionally resource-based economy [1][2][5] - Governments in the region are pushing for economic diversification and localization of industries, with long-term development visions such as Saudi Arabia's Vision 2030 and the UAE's Centennial 2071, indicating a clear trajectory towards diversification, digitization, and greening of the economy [1][5][29] Economic Trends - The Middle East is experiencing a mild recovery, with economic growth driven by the expansion of non-oil industries, accelerated infrastructure investment, and the implementation of structural reforms [5][7] - GCC countries maintain moderate to high growth due to fiscal stability and policy continuity, while non-GCC countries face economic disparities influenced by inflation and debt pressures [7][12] Investment Landscape - The region's non-oil industries, particularly tourism, finance, and ICT, are becoming new growth engines, supported by government policies [7][12] - The political landscape is characterized by low-intensity conflicts, affecting investment expectations and energy supply chains, while countries with stable diplomatic relations are emerging as political buffers and strategic intermediaries [13][16] Social Dynamics - The demographic structure shows a significant polarization, with a high proportion of young people providing potential consumer and labor force benefits, contrasted by high unemployment rates in non-GCC countries [16][50] - Digital transformation is a core driver of social restructuring, with GCC countries moving towards digital governance, enhancing market transparency and marketing efficiency [16][60] Trade Relations - In 2024, trade between China and the Middle East is projected to approach $490 billion, reflecting a trend of declining resource trade and increasing high-tech product trade [22][24] - GCC countries are becoming key investment and cooperation hubs for Chinese enterprises, marking a shift towards deeper interconnectivity in economic relations [22][24] Sectoral Opportunities - Advanced manufacturing is viewed as a key engine for economic diversification, with countries attracting global manufacturing enterprises through industrial clusters and free zone policies [60] - AI and digital economy are becoming central to the competitive landscape, with significant investments in data centers, cloud infrastructure, and AI governance frameworks [63][65]
2025 中东区域国别可进入性报告
3 6 Ke·2025-11-03 05:08