印度考虑取消，专家：中企应高度谨慎

Core Viewpoint - India is considering lifting restrictions on Chinese companies participating in government contract bids, indicating a balance between security concerns and economic pragmatism in its efforts to accelerate economic growth and infrastructure development [1][2]. Group 1: Policy Changes - The Indian Finance Ministry plans to remove a five-year restriction on Chinese companies bidding for government contracts, although the final decision rests with the Prime Minister's Office [1]. - This potential policy shift aims to restore competition in government contracts and expedite public project execution, reflecting a gradual warming of India-China relations [2]. Group 2: Economic Implications - The restrictions imposed after the 2020 India-China border conflict significantly reduced the contract amounts awarded to Chinese companies, leading to shortages of related materials and delays in project timelines in India [1]. - For instance, limitations on importing electrical equipment from China hindered India's goal to increase thermal power capacity to 307 GW over the next decade [1]. Group 3: Strategic Considerations - Despite the potential lifting of restrictions, India is expected to maintain some limitations on Chinese investments in sensitive sectors, with ongoing security reviews for strategic projects [2]. - Experts suggest that for India to genuinely enhance cooperation with China, it must adopt a fair and welcoming approach towards Chinese investments, ensuring a safe and stable investment environment for Chinese companies [2].