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IIGF观点 | 邓洁琳:数字经济投资转向下的全球可持续挑战与中国“走出去”ESG实践路径
Mei Ri Jing Ji Xin Wen· 2026-01-18 10:21
Group 1: International Investment Trends - Global foreign direct investment (FDI) is experiencing a downward trend for two consecutive years, with a 3% decrease compared to the same period in 2024, and a significant 7% decline in developed economies [2] - Developing economies are showing stable growth, with Asia expanding by 7% and Latin America and the Caribbean increasing by 12%, alongside a notable 254% rise in merger and acquisition activities [2] - Investment focus is shifting from sustainable infrastructure projects to the digital economy, with a 10% decrease in the number of sustainable development-related projects in developing countries and a 7% drop in investment amounts [3] Group 2: Digital Economy Investment Trends - Investment in the digital economy has seen significant growth, with greenfield investments nearly doubling since 2020, reaching $360 billion, and attracting an average of 8.3% of global FDI annually from 2021 to 2023 [3] - Despite a 10% decline in sustainable development-related projects in early 2025, the digital economy continues to attract foreign direct investment, with developing economies seeing nearly a doubling of annual inflows [3] Group 3: Global Sustainable Development Challenges - The digital divide is widening due to increased demands for physical infrastructure and digital literacy, exacerbated by a slowdown in sustainable infrastructure investment [4] - Inequitable distribution of benefits and costs in the digital economy, where developed countries capture most value while developing nations bear the costs, is a significant challenge [5] - The environmental footprint and resource consumption associated with the digital economy are rising, with projections indicating a 500% increase in demand for minerals like graphite, lithium, and cobalt by 2050 [6] Group 4: China's Foreign Investment and Sustainable Development - China ranks among the top three globally in foreign investment, with a 7.5% year-on-year increase in direct investment amounting to approximately $158.2 billion in 2025 [8] - The investment landscape is diversifying, with over 80% directed towards five major sectors, and significant growth in information technology services and construction [9] - China's investments in ASEAN countries have surged, with a 61% increase from 2022 to 2023, highlighting the role of Chinese firms in supporting local economic and technological development [11] Group 5: Implementation of Global Initiatives - The "Four Global Initiatives" framework emphasizes China's commitment to sustainable development and corporate social responsibility in international investments [13] - The guidelines for corporate social responsibility abroad stress the importance of integrating ESG principles into business strategies to enhance sustainable development in host countries [14] - The focus on supporting local economic development through technology and investment aligns with global trends in digital transformation and sustainable practices [14]