外资结构优化
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好评中国·“经”彩开局|外资正以别样姿态拥抱中国
Zhong Guo Jing Ji Wang· 2026-01-28 05:10
让外企愿意来、留得住、发展好,各地都在加紧布置落实。上海出台二十条措施,鼓励外商投资企业境 内再投资;北京将用好中国国际服务贸易交易会、中关村论坛、金融街论坛、北京文化论坛等开放平 台,吸引更多优质外资项目落地;广西南宁打造南A东盟谷,逾20个项目集中签约……在持续发展、市 场开放的中国,外企必须拿出看家本领才能站稳脚跟。 如今,外企来华的"老故事"不断上演"新剧情":布局方向变了,盯着高技术产业深耕;投资心态变了, 不再只简单开厂生产。但故事的逻辑始终不变——与中国同行就是与机遇同行,投资中国就是投资未 来。(中国经济网评论员 子房先生) 真金白银的流向是风向标。比如,服务业实际使用外资5451.2亿元,占了总额的大头。这印证了我国超 大规模市场优势——14亿多人口、4亿多中等收入群体,蕴含消费升级的巨大潜力,为外资投资兴业、 抢占先机提供了"黄金赛道"。又如,制造业实际使用外资1855.1亿元。我国拥有全球最完整的工业门类 与供应链网络,从基础材料到精密部件,从研发试制到规模生产,全链条都能配套。产业互补是合作的 基础,我国市场的创新生态和速度优势,让中外合作的绑定更紧密。 更值得关注的是,"明星赛道"的 ...
未来10年,人民币将逐步升值,最大机会在哪?
Sou Hu Cai Jing· 2025-12-23 05:16
Core Viewpoint - The former mayor of Chongqing and economist Huang Qifan predicts that the RMB will gradually appreciate against the USD over the next decade, potentially reaching around 6 from its current level above 7, driven by the natural results of China's high-quality economic development [1]. Group 1: Economic Transition - China's manufacturing is shifting from "quantity" to "quality," with industrial added value accounting for 32% of the global total, establishing a competitive advantage in sectors like automotive, shipbuilding, high-speed rail, and renewable energy [3]. - The structure of exports has changed significantly, with 60% now being high-end equipment and electronic products, indicating a move away from low-cost competition towards value-added products [3]. Group 2: Supply Chain Independence - China has achieved significant autonomy in its industrial supply chain, with over 80% of export products having more than 80% domestic added value, reducing reliance on processing trade [5]. - This shift means that China is no longer just a processing hub but is exporting with its own technology and brands, necessitating stronger domestic currency support [5]. Group 3: Foreign Investment Dynamics - Despite external pressures, China's actual foreign investment usage has doubled over the past decade, averaging about $120 billion annually, with a shift from quantity to quality in foreign investments [6]. - Foreign enterprises contribute significantly to China's exports, accounting for 30% of total exports and 50% of high-value-added product exports, which supports the demand for RMB [6]. Group 4: Implications of RMB Appreciation - For consumers, an appreciation of the RMB means cheaper imports, potentially lowering costs for education, luxury goods, and travel [8]. - For businesses, it will necessitate upgrades and discourage low-margin export strategies, promoting only those with technology and brand strength to thrive internationally [8]. Group 5: Investment Strategy Adjustments - Investors holding significant USD assets may face depreciation in value when converted back to RMB, while investments in high-quality Chinese assets could yield benefits from both economic fundamentals and currency appreciation [9]. - Huang Qifan emphasizes a gradual appreciation of the RMB, predicting that by 2035, China's per capita GDP in USD could rise from $13,000 to between $25,000 and $26,000, partly due to currency appreciation effects [9].