“到中国去”！从访华热和新趋势看外资撤离论的选择性失明

Group 1 - IKEA China is set to close seven stores, including locations in Guangzhou, Shanghai, and Tianjin, starting February 2, but emphasizes this is a proactive transformation for long-term resilience and future growth, not a withdrawal from the market [4][5] - Over the next two years, IKEA plans to open more than ten small stores and has initiated a pilot program for instant retail services in seven cities to meet consumer demand for more convenient delivery options [4][5] - Despite the store closures, IKEA will maintain 34 physical customer touchpoints, three digital channels, and two flagship e-commerce platforms in China, covering over 1 billion consumers [4] Group 2 - The trend of foreign companies adjusting their strategies in response to market changes in China is evident, with many foreign leaders visiting China to seek cooperation opportunities, indicating a strong interest in the Chinese market [2][9] - Notable visits include Canadian Prime Minister Justin Trudeau and South Korean President Lee Jae-myung, both of whom are accompanied by business leaders, highlighting the importance of China as a strategic investment destination [12][13] - The overall investment climate for foreign enterprises in China remains stable, with a reported 61,207 new foreign-invested enterprises established from January to November 2025, reflecting a 16.9% year-on-year increase [8][14] Group 3 - Analysts suggest that the competitive landscape in China is increasingly challenging, necessitating foreign companies to adapt quickly to market dynamics to succeed [4][5] - The shift towards high-tech industries and innovation centers is becoming a new trend for foreign investment in China, aligning with the country's push for industrial transformation and upgrading [8][14] - The consensus among international financial institutions is that China will continue to be a key driver of global economic growth, with many foreign companies planning to reinvest significantly in the Chinese market [14][16]