地理科学进展 ›› 2015, Vol. 34 ›› Issue (5): 563-570.doi: 10.11820/dlkxjz.2015.05.004

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中国对“一带一路”沿线直接投资空间格局

郑蕾1,2,3, 刘志高1,2,4,,A;*()   

  1. 1. 中国科学院区域可持续发展分析与模拟重点实验室,北京 100101
    2. 中国科学院地理科学与资源研究所,北京 100101
    3. 中国科学院大学,北京 100049
    4. 中国西南地缘环境与边疆发展协同创新中心,昆明 650500
  • 收稿日期:2015-04-01 修回日期:2015-05-01 出版日期:2015-06-17 发布日期:2015-06-17
  • 通讯作者: 刘志高 E-mail:liuzhigao@igsnrr.ac.cn
  • 作者简介:

    作者简介:郑蕾(1988-),女,博士研究生,河南南阳人,主要从事经济地理与区域发展研究,E-mail: zhengl.11s@igsnrr.ac.cn

  • 基金资助:
    国家自然科学基金项目(71441037)

Spatial pattern of Chinese outward direct investment in the Belt and Road Initiative area

Lei ZHENG1,2,3, Zhigao LIU1,2,4,*()   

  1. 1. Key Laboratory of Regional Sustainable Development Modeling, CAS, Beijing 100101, China
    2. Institute of Geographic Sciences and Natural Resources Research, CAS, Beijing 100101, China
    3. University of Chinese Academy of Sciences, Beijing 100049, China
    4. Collaborative Innovation Center for Geopolitical Setting of Southwest China and Borderland Development, Kunming 650500, China
  • Received:2015-04-01 Revised:2015-05-01 Online:2015-06-17 Published:2015-06-17
  • Contact: Zhigao LIU E-mail:liuzhigao@igsnrr.ac.cn

摘要:

2015年3月28日,中国政府正式发布了《推动共建丝绸之路经济带和21世纪海上丝绸之路的愿景与行动》。如何通过对“一带一路”国家和地区直接投资,提升主要产业的国际竞争力,促进中国产业转型升级,实现与沿线国家共同繁荣,已成为当前迫切需要解决的重大课题。现有对外投资理论多基于发达国家的经验,不完全适用于中国;目前的研究侧重从自然资源、市场要素等方面分析中国企业的海外投资动因及影响机制,缺少面向国家战略需求的宏观投资格局研究。本文通过集成统计数据、实地调研和高层访谈等,在回顾国内外对外直接投资研究基础上,提出中国对“一带一路”沿线直接投资空间战略的分析框架,进一步分析中国对沿线国家和地区直接投资的空间分布和产业选择;尔后,剖析投资面临的困境和挑战,并提出中国对沿线地区的空间差异化投资引导战略。

关键词: “一带一路”, 对外直接投资, 区位选择, 空间差异化引导战略, 中国

Abstract:

The Vision and Actions on Jointly Building Silk Road Economic Belt and 21st-Century Maritime Silk Road policy document was issued by the Chinese government on 28 March 2015. How to implement the overall national strategy becomes a major topic of theoretical discussion with much practical significance, namely, to promote the international competitiveness and upgrading of Chinese industries, and achieve common prosperity among countries in the Belt and Road Initiative area through Chinese outward direct investment (ODI). Existing literature on ODI originated largely from developed countries, and thus cannot satisfactorily explain the booming ODI from emerging countries such as China. Moreover, the research on Chinese foreign direct investment focused more on the natural resources and market factors in analyzing motivations and driving forces, mainly based on historical data. There is little discussion on large scale, national demand-oriented Chinese ODI strategy, for example, in the Belt and Road Initiative area. Against this background, this article investigates the spatial strategy of Chinese outward direct investment (ODI) in the Belt and Road Initiative area, using statistical data and results from fieldwork and interviews. It first develops a theoretical framework to investigate Chinese outward direct investment in the Belt and Road Initiative area based on a review of existing research on foreign direct investment. It then analyzes the basic characteristics of Chinese ODI in this region with regard to its spatial distribution and choice of sectors. Third, the article explores difficulties and challenges that Chinese enterprises will face when they implement the “going global” strategy. Finally, it investigates the spatially differentiated investment guiding strategy for Chinese ODI in the Belt and Road Initiative area.

Key words: the Belt and Road Initiative, outward direct investment, locational choice, ddifferentiated investment guiding strategy, China