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南非—中国贸易投资促进大会暨第九届中国—南非贸易博览会开幕式举行
人民网-国际频道 原创稿· 2025-09-24 03:32
人民网约翰内斯堡9月23日电 (记者戴楷然)23日,由中国驻南非大使馆和南非贸易、工业和竞争部共同主 办的南非—中国贸易投资促进大会暨第九届中国—南非贸易博览会开幕式在南非约翰内斯堡加拉格尔会议中心举 行,来自中南两国的政界、企业界、学界等数百名代表出席。 图为南非—中国贸易投资促进大会暨第九届中国—南非贸易博览会开幕式现场。人民网记者 戴楷然摄 在第九届中南贸易博览会上,参观者与中国展商交流。人民网记者 戴楷然摄 会议现场,来自中南两国的企业界代表签署了谅解备忘录。中南经贸协会与南非商业联合会就加强信息共 享、促进企业交流、联合开展活动等达成合作意向;中国三一集团与南非曼滕古矿业设备公司就采矿设备采购等 达成合作意向……"我们期待更多中国企业来到南非投资,也希望帮助更多南非企业进入中国市场,共享发展机 遇。"南非商业联合会首席执行官库勒卡尼·马特(Khulekani Mathe)表示。三一集团非洲大区事业部董事长郭瑞 广说:"南非在可再生能源、关键矿产等领域具有巨大潜力,我们将利用中国的先进技术,帮助南非建设'绿色矿 山''绿色物流'等体系,助力可持续发展。" 中国驻南非大使吴鹏致辞表示,此次活动是落实两国 ...
高盛:欧洲资本支出复苏研究透视
Goldman Sachs· 2025-08-05 15:42
Investment Rating - The report indicates a selective recovery in capital expenditures in Europe expected after 2026, driven by energy transition, security demands, and government support [1][2][4]. Core Insights - European capital expenditures as a percentage of sales reached a historical low in 2023, but are projected to rebound selectively post-2026 due to structural factors and government incentives [1][2][4]. - Global capital expenditure growth is expected to be slightly below 5% in 2025, up from 4% in 2024, with large project orders being delayed rather than canceled [1][6]. - Key growth areas identified include data centers, utilities, and defense sectors, driven by electrification, artificial intelligence, and government support [1][7][21]. Summary by Sections Current Investment Trends - European companies have historically focused on shareholder returns through dividends and buybacks, resulting in lower capital expenditures [2]. - Despite macroeconomic uncertainties, there is renewed investment demand in capital-intensive industries driven by themes such as energy transition and digitalization [3][4]. Sector Performance - The technology sector, particularly data centers and semiconductors, has maintained stable growth of over 15% in the past two years [8]. - Utilities, especially in the power grid sector, have shown mid to high single-digit growth, while mining capital expenditures are projected to grow at 7% [8][18]. Future Opportunities - Significant growth is anticipated in data centers, utilities, and defense sectors, with specific investment baskets available for targeted exposure [7][28][32]. - Companies like Schneider and Legrand are highlighted as key players in the data center market, while Atlas Copco is noted for its strong growth potential in the semiconductor sector [17][26]. Challenges and Market Dynamics - Traditional heavy industries and consumer-related sectors are experiencing weaker performance, with food and beverage industries showing below-average prospects [9]. - Tariff issues have impacted large project investment decisions, but resolving these could lead to a resurgence in capital expenditures in 2026 [13][34]. Investment Baskets and Strategies - Various investment baskets are recommended for capital expenditure beneficiaries, including those focused on defense, AI infrastructure, and broader capital spending themes [30][31][32]. - The report emphasizes the importance of focusing on thematic trends rather than individual company performance in the current economic environment [27].