8月24日，摩洛哥Hespress网站报道，英国《金融时报》发布的《2025年外国直接投资报告》显示， 2024年非洲和中东地区绿地投资排名中，摩洛哥以总数178个位列绿地项目数量排行榜首位，埃及则以 470亿美元占据该地区投资总额排行榜第一。 报告认为，虽然埃及吸引外来投资总额较高，但投资均衡性差，仅集中于少数大型投资项目；南非经济 体量庞大，但吸引投资能力不佳；海湾国家虽然在投资额方面仍占主导地位，但油气资源投资过于集 中。相比之下，摩洛哥吸引外资分布较为均衡，主要集中在汽车、可再生能源和信息技术三大领域。其 中，丹吉尔地中海自贸区和国际大型车企联合构建的汽车产业生态链持续吸引全球投资，摩洛哥对太阳 能和风能的有效利用使其成为该地区能源转型的先行者，卡萨布兰卡和拉巴特在数字服务和外包领域的 蓬勃发展助推摩洛哥转变为地区国家信息技术高地。此外，摩洛哥基础设施建设完善、劳动力素质较 高、政府监管有效等亦是该国吸引外来投资的重要因素。 ...

ZAWYA 8月20日报道，2025 年上半年，美国成为沙特最大的绿地投资者，共投资61个项目，总价 值27亿美元。埃及位居第二，共投资11个项目，总价值18.1亿美元。中国位居第三，通过 11 个项目投 资8.583亿美元。 （原标题：2025年上半年美国成为沙特最大的绿地投资者） 总体而言，2025年上半年，沙特的绿地项目同比增长 30.1%，达到203个，总投资流入同比增长 1.7%，达到93.4亿美元。商业服务业在绿地外国直接投资（FDI）项目数量中最多，共有55个项目，占 项目总数的27%。利雅得是吸引投资最多的城市，共100个项目，总投资额达23亿美元。达曼投资项目 21个，总投资额达12.8亿美元。其次是吉达，投资项目13个，总投资额达12.2亿美元。 ...

Core Insights - Chinese automotive companies are increasingly localizing production in Europe to mitigate tariffs and enhance market presence, with Changan Automobile planning to establish a factory in Europe [2][4][5] - The EU's recent decision to impose a maximum 35.3% anti-subsidy tax on electric vehicles produced in China has accelerated the need for local production among Chinese automakers [4][5] - Despite tariff challenges, Chinese car brands have seen significant sales growth in Europe, with a 110% year-on-year increase in May, reaching nearly 66,000 units sold [5][19] Localization Strategy - Local production helps avoid tariff barriers, reduces trade friction, and enhances brand recognition within the European automotive ecosystem [3][4] - Key factors for site selection include proximity to core consumer groups, local supply chain capabilities, government subsidies, and the availability of skilled labor [2][9][10] Market Dynamics - The market share of Chinese electric vehicle brands in Europe has risen to 5.9%, up from 2.9% a year earlier, indicating strong demand despite tariff pressures [5][19] - Major Chinese brands like BYD, Changan, and Geely are actively pursuing local production strategies, with BYD's factory in Hungary and Changan's plans for a new facility [2][4][5][12] Investment Approaches - Chinese automakers are employing different investment strategies, including "greenfield" investments (new factories) and "brownfield" investments (acquiring existing facilities) [6][9][16] - Hungary is emerging as a favored location for Chinese investments due to its favorable policies, established automotive supply chain, and strategic geographic position [10][11][12] Future Outlook - The ongoing negotiations regarding electric vehicle tariffs between China and the EU may lead to a shift towards a "minimum pricing" mechanism, potentially easing market entry for Chinese brands [6][19] - The long-term prospects for Chinese automotive companies in Europe remain positive, with expectations of continued growth and expansion despite current geopolitical and economic challenges [19]

Core Viewpoint - The article discusses the escalating trade tensions initiated by the U.S. government, particularly focusing on the significant increase in tariffs and its implications for global trade dynamics, especially concerning Southeast Asia and the lithium battery industry. Group 1: U.S. Tariff Increases - The U.S. government has announced a substantial increase in tariffs starting August 1, targeting 14 countries including Japan, South Korea, and ASEAN nations, with a focus on goods rerouted to evade tariffs [2] - Vietnam's exports to the U.S. have surged since 2018, while its imports from China have also increased, indicating a potential "trade rerouting" that the U.S. aims to address with high tariffs [2] - Goods transiting through Vietnam will face a 40% tariff, including lithium batteries, highlighting the U.S. strategy to combat perceived tariff evasion [2] Group 2: Regional Responses and Implications - Indonesia has agreed to impose a 19% tariff on exports to the U.S., with additional punitive measures for rerouted goods [3] - Other ASEAN countries may face tariffs ranging from 32% to 40%, nearing punitive levels for rerouting [4] - The U.S. has not clearly differentiated between "transshipment" and "greenfield investment," complicating the situation for Chinese companies investing in Southeast Asia [4][5] Group 3: Broader Trade Dynamics - The current tariff increases are seen as a significant shift in global trade dynamics, the largest since the Smoot-Hawley Tariff Act of 1930, with average effective tariffs expected to exceed 20% [6] - The U.S. trade policy is driven by three core principles: countering China's industrial policy, reviving domestic manufacturing, and addressing trade deficits [6] - This approach contradicts WTO principles of "most-favored-nation" treatment, raising concerns about the multilateral trade system [7] Group 4: Economic Impact - The tariff increases are projected to raise consumer prices by 2.1%, costing U.S. households approximately $2,800 and potentially reducing GDP by 0.5% [8] - The geopolitical shift is leading to a fragmented global supply chain, with trade growth between pro-U.S. and pro-China groups slowing by nearly 5 percentage points compared to intra-group trade [8] Group 5: Market Reactions and Future Outlook - Despite the tariff warnings, financial markets have remained relatively calm, attributed to "tariff fatigue" and companies adjusting their strategies [9] - The delayed impact of tariffs is expected to manifest in late 2023, with rising costs affecting global corporate profits [9] - The lithium battery industry in China, heavily reliant on the U.S. market, faces significant risks, with potential losses exceeding $15 billion if exports are fully replaced [9][10] Group 6: Strategic Shifts for Chinese Companies - Chinese companies are shifting from "trade rerouting" to "deep localization" in response to changing trade rules, with significant investments in local production facilities [13] - The strategy of deep localization may not be sufficient to mitigate risks associated with geopolitical tensions and evolving trade regulations [13][14] - Future challenges may include stricter origin rules and non-tariff barriers, necessitating continuous adaptation by Chinese enterprises in a fragmented global landscape [14]

毕马威中国6月3日至6月6日在上海虹桥国际中央商务区举办出海系列活动，约40位毕马威海外成员所的 合伙人及行业专家参与活动，就企业完善出海战略管理、高效应对国际环境等话题建言献策。多名专家 表示，中企出海实践中，品牌与合规是两大关键要素。在发达市场，品牌认知度至关重要，企业可通过 与当地知名品牌合作提升影响力。合规管理是运营底线，任何违规行为轻则面临罚款，重则失去客户与 市场，导致投资失败。此外，中企不但要"走出去"，还应从企业运营完整链条的角度，考虑将研发、生 产、销售等不同环节在全球范围内多点布局。 虹桥国际中央商务区管委会党组书记、常务副主任孔福安表示，虹桥国际中央商务区正围绕全力打造服 务企业"走出去"先行区，切实提升服务企业国际化能力。一是聚焦财务审计、法律合规、检验检测、风 险评估、跨境金融、国际化人才服务等领域，加快集聚各类专业服务机构，打造高能级的专业服务合作 生态；二是进一步深化长三角赋能，深入推进与金华、合肥、嘉兴、苏州、芜湖、温州等长三角城市的 合作对接；三是从政策端、服务端、活动端共同发力，搭建线上线下（300959）"一站式"综合服务平 台，打造服务企业出海的多维度支撑体系。 欧洲和 ...

因此，对于有意出海的中国企业，在制定出海战略时，选择合适的出海路径就显得尤为重要， 常见的出 海方式有 ： 2025年，中国企业"走出去"的步伐明显加快，而企业一旦出海，势必会面临国际市场环境复杂、全球政 治经济波动等不确定因素，需提前筹备应对风险。 其中，直接投资又分为 绿地投资 和 褐地投资 两种方式： 绿地投资 1 是什么 ： 对外直接投资，以新设主体经营业务 2 怎么做： 市场调研 考察目标国的市场潜力、当地的政策文化与商业环境 企业内部决策 特别注意，国企须有相应国资监管部门许可 | | 发改委 | 商务部 | | --- | --- | --- | | 敏感国家和地区 | 发改委11号令规定敏感国家和地区包括: | 商务部3号令仅规定：未建交的国家、 | | | 与我国未建交的国家和地区; | 受联合国制裁的国家。 | | | 二）发生战争、内乱的国家和地区; | | | | (三)根据我国缔结或参加国际条约、协定等,需要限制企业对其 | | | | 投资的国家和地区; | | | | (四)其他敏感国家和地区。 | | | 敏感行业 | 发改委11号令规定敏感行业包括: | 商务部3号令对于敏感 ...