悉尼大学商学院和毕马威会计师事务所的最新报告显示，中国在澳大利亚的投资已经多样化，但停滞不前。 中国在澳大利亚的投资下降了36%，至1澳元。 2023年为340亿澳元，而同期为2澳元。 2022年10亿，医疗保健超过采矿业成为关键行业。 这是自2006年以来投资价值第二低的一年，也是与2021年投资交易数量最低的一年——全年只有11笔。 这些是kpmg澳大利亚公司和悉尼大学商学院今天发布的《揭开中国在澳大利亚投资神秘面纱（2024年4月）》报告的主要发现。 该报告分析了2023年1月至12月中国对澳大利亚的海外直接投资。 该数据集涵盖总部设在中华人民共和国（不包括香港和澳门）的企业（而非个人）通过并购对澳大利亚的投资。 由于缺乏详细、可靠的信息，价值低于500万美元的已完成交易不包括在内。 尽管全球外国直接投资总体略有复苏，2023年增长了3%，达到1美元，但投资仍有所下降。 36万亿，前一年下降了12%。 2023年，中国的全球非金融odi投资也恢复到疫情前的水平，达到1300亿美元。 《澳大利亚展望》报告的合著者、悉尼大学商学院的hans hendrischke教授表示，中国odi在澳大利亚的波动可归因于多种因素。 中国投资的采矿和加工企业在东南亚等替代市场的出现，通过制造竞争压力和转移人们对澳大利亚机遇的关注，加剧了这些动态。 “尽管中国投资者对澳大利亚市场并购的信心仍然很低，但我们看到人们对绿地投资的兴趣越来越大，尤其是在电动汽车、太阳能电池板和电池以及工业机械领域。 这是因为人们认为这些投资可以降低前期财务风险，并有可能获得更高的长期回报。 中国投资的不断演变为澳中双边投资关系的更新和发展提供了途径。 在澳大利亚的资源禀赋、到2050年实现净零排放的承诺、优质食品和农产品、创新能力和战略位置等领域，仍有许多合作机会。 韩教授首次指出，中国对外直接投资在“一带一路”倡议国家中所占份额超过了全球对外直接投资总额的20%，这是中国全球投资战略的一个里程碑。 合著者、kpmg澳大利亚公司中国商业实践合伙人helen zhi dent表示：“2023年，中国在澳大利亚的投资仍然低迷，降至2006年以来的第二低水平。 这反映了中国odi的优先事项发生了转变，其资金越来越多地流向“一带一路”倡议国家，以及东南亚等替代市场的采矿和加工企业。 然而，最近取消葡萄酒关税所表明的跨境贸易环境的改善，可能有助于启动中国投资者对澳大利亚企业兴趣的增加。 她说：“在资源、食品和农业综合企业以及可再生能源等澳大利亚和中国企业有着长期相互合作历史的行业尤其如此。”。 通过两笔总额为5.62亿澳元的交易，医疗保健投资占中国对澳大利亚投资总额的42%。 通过两笔总额为2.83亿澳元的交易，食品和农业综合企业占总价值的21%。 中国对矿业的投资从1澳元大幅下降。 2022年为80亿澳元，2023年为3400万澳元，中国投资者注意到采矿业投资，尤其是关键矿产投资的不确定性日益增加。 新南威尔士州以1澳元获得了中国最大的投资份额。 01亿，占总投资的82%。 紧随其后的是维多利亚州（16%，约合2.11亿澳元）和西澳大利亚州（2%，约合2800万澳元）。 2023年，私营企业的投资略有上升，从2022年的6.41亿澳元增至8.78亿澳元。 2006年至2023年中国自2006年以来的投资时间表，累计总额为113美元。 中国公司在澳大利亚投资50亿。 新南威尔士州、维多利亚州和西澳大利亚州是2006年至2023年间从中国获得的投资总额排名前三的州，分别占37%、23%和18%。 中国在澳投资的历史可分为三个时期：资源繁荣期（2006-2012年）、多元化期（2013-2016年）和收缩期（2017-2023年）。 2006年至2012年间，澳大利亚是全球最大的中国odi接受国。 共完成128笔交易，金额达50美元。 80亿。 在此期间，中国在澳大利亚的海外直接投资主要集中在资源行业，其中73%投资于采矿业，14%投资于石油和天然气。 2013年至2016年间，共完成268笔交易，总额达39美元。 20亿，中国在澳大利亚的odi向非资源行业多元化发展，包括基础设施、食品和农业综合企业、商业房地产、可再生能源和医疗保健。 自2017年以来，在全球不确定性的背景下，中国在澳大利亚的投资持续下降。 2017年至2023年间，共完成271笔交易，总额达23美元。 50亿。 在这一收缩期，中国的odi主要投向矿业、医疗保健、食品和农业综合企业、可再生能源和商业房地产。 新南威尔士大学董事长兼kpmg澳大利亚国际市场主管doug ferguson评论道：“2023年的业绩是有记录以来的第二低，清楚地表明了自2017年以来中国对澳大利亚直接投资持续收缩的趋势。 考虑到所有关于关键矿产安全的噪音，国有企业投资普遍下降，特别是采矿业的下降是令人感兴趣的。 “澳大利亚的结果也应该放在中国对包括美国在内的其他竞争发达国家的海外直接投资增长29%的背景下看待，美国吸引了1美元的投资。 80亿美元，尽管地缘政治和贸易紧张。 同样有趣的是，2023年中国对东盟/东南亚投资的增长和规模已成为澳大利亚的一大重点领域。 他补充道：“预测未来并不容易，但我们预计中国私营部门的投资兴趣将与电动汽车、太阳能和风能可再生能源以及其他工业和消费者驱动型行业的贸易目标保持一致。”。chinese investment in australia has diversified but plateaued, the latest report from the university of sydney business school and kpmg reveals.professor hans hendrischkechinese investment in australia fell 36 percent to au$1.34 billion in 2023, compared to au$2.1 billion in 2022, with healthcare overtaking mining as the key industry.it was the second lowest year in investment value since 2006, and the joint-lowest year with 2021 in the number of investment transactions with just 11 recorded across the year.these are among the key findings of the demystifying chinese investment in australia (april 2024) report released today by kpmg australia and the university of sydney business school. the report analyses chinese overseas direct investment (odi) into australia for the calendar year january to december 2023.the dataset covers investments into australia made by corporates (not individuals) with head offices based in the people’s republic of china (excluding hong kong and macau) through mergers and acquisitions. completed deals valued below us$5 million are not included due to a lack detailed, reliable information.the fall in investment came despite a slight recovery in overall foreign direct investment globally, which increased by 3 percent in 2023 to us$1.36 trillion, following a 12 percent decline in the previous year. china’s global non-financial odi also returned to pre-pandemic investment levels in 2023, reaching us$130 billion.australian outlookreport co-author professor hans hendrischke, university of sydney business school said the fluctuation in chinese odi in australia can be attributed to a variety of factors.“the emergence of chinese-funded mining and processing ventures in alternative markets, such as southeast asia, intensifies these dynamics by creating competitive pressures and diverting attention from australian opportunities.“while chinese investor confidence towards mergers and acquisitions in the australian market remains low, we are seeing increasing interest in greenfield investments, particularly in the electrical vehicle, solar panels and batteries, and industrial machinery sectors. this is driven by the perception that these investments offer lower upfront financial risks and the potential for higher long-term rewards.“the evolving nature of chinese investment offers avenues for renewal and growth in the bilateral investment relationship between australia and china.there remain many opportunities for collaboration, in areas such as australia’s resource endowments, commitment to net zero by 2050, premium food and agricultural produce, innovation capabilities, and strategic location.professor hans hendrischkefor the first time, the share of china’s odi going to belt and road initiative countries surpassed 20 percent of its total global odi, marking a milestone in china’s global investment strategy.co-author helen zhi dent, chinese business practice partner at kpmg australia, said: “chinese investment in australia has remained subdued in 2023, falling to the second lowest levels since 2006. this reflects the shift in priorities for chinese odi, which is increasingly flowing towards belt and road initiative countries as well as towards mining and processing ventures in alternative markets, such as southeast asia.“however, the improving cross-border trade environment as demonstrated by the recent removal of wine tariffs could help to kickstart increased chinese investor interest in australian businesses. this is particularly true in industries where australian and chinese businesses have a long history of mutual co-operation, such as resources, food and agribusiness, and renewables,” she said.investment breakdownhealthcare accounted for 42 percent of the total chinese investment inflows to australia through two transactions totalling au$562 million. food and agribusiness represented 21 percent of the overall value through two deals totalling au$283 million.chinese investment in mining saw a significant decrease from au$1.8 billion in 2022 to au$34 million in 2023, with chinese investors noting increasing uncertainty regarding investments in the mining sector, especially in critical minerals.nsw received the largest share of chinese investment with au$1.01 billion, accounting for 82 percent of total investment. this is followed by victoria with 16 percent or au$211 million, and western australia with 2 percent or au$28 million.in 2023, investment from privately owned enterprise experienced a slight uptick, increasing from au$641 million in 2022 to au$878 million. a timeline of chinese investment since 2006between 2006 and 2023, an accumulated total of us$113.5 billion was invested by chinese companies in australia.nsw, victoria and western australia are the top three states in terms of total value of investment received from china between 2006 and 2023, accounting for 37 percent, 23 percent and 18 percent respectively.the history of chinese investment in australia can be divided into three periods: the resources boom period (2006–2012), the diversification period (2013–2016) and the contraction period (2017–2023).between 2006 and 2012, australia was the leading recipient country of chinese odi globally. a total of 128 transactions were completed, amounting to us$50.8 billion. during this period, chinese odi in australia was concentrated in the resource industry, with 73 percent in mining and 14 percent in oil and gas.between 2013 and 2016, 268 transactions were completed, amounting to a total of us$39.2 billion as chinese odi in australia diversified into non-resources sectors including infrastructure, food and agribusiness, commercial real estate, renewable energy and healthcare. since 2017, amid global uncertainty, chinese investment in australia has experienced a continuous decline. between 2017 and 2023, a total of 271 transactions were completed amounting to a total of us$23.5 billion. in this contraction period, chinese odi has primarily been directed into mining, healthcare, food and agribusiness, renewable energy and commercial real estate.doug ferguson, nsw chairman and head of international markets, kpmg australia, commented: “the 2023 results were the second lowest on record, and clearly represent a trend of sustained contraction in chinese direct investment in australia since 2017. falls in soe investment generally and mining specifically is interesting given all the noise about critical mineral security.“the australian result should also be seen within the context of a 29 percent increase in chinese global odi to other competing developed countries, including the us which attracted us$1.8 billion despite the geopolitical and trade tensions. it’s also interesting to note the increase and scale of chinese investment into asean / south east asia in 2023 as it’s become a big focus area for australia.“it’s not easy to predict the future, but we’d expect to see moderate chinese private sector investment interest aligned to trade objectives for electric vehicles, solar and wind renewables and other industrial and consumer driven sectors,” he added.亲，点击此处在线申请留学咨询服务和报名评估！我们将竭诚提供最佳评估服务！
