外资大举买入中国资产,经济回暖信号明显,新一轮投资潮开启
Sou Hu Cai Jing·2025-12-16 12:17

Group 1: Policy Support - The Chinese government's policies provide certainty for capital investment, emphasizing the importance of deepening artificial intelligence and reforming foreign investment mechanisms [3][5] - Specific measures include reducing the negative list for foreign investment, ensuring equal participation in government procurement, and implementing tax incentives for reinvestment, which demonstrate China's commitment to attracting foreign capital [3][5] Group 2: Economic Fundamentals - China's economy has shown strong resilience this year, with robust export performance and steady growth in domestic demand, leading the International Monetary Fund (IMF) to raise its forecast for China's economic growth to 5% by 2025 [5][7] - China's ability to provide stable growth amidst global economic uncertainties makes it an attractive destination for foreign investment, as evidenced by GE Healthcare's significant investment in Tianjin [7][9] Group 3: Industrial Advantages - China possesses the world's most complete industrial system, facilitating a closed-loop from research and development to manufacturing and market, which is difficult for others to replicate [9][11] - Foreign companies are not only establishing factories in China but are also relocating their R&D centers, indicating that China is becoming a global innovation hub [9][11] Group 4: Conclusion - The combination of policy certainty, economic resilience, and industrial advantages creates a compelling case for international capital to increase investments in China, reflecting a long-term trend rather than a short-term reaction [13][14]