中国政府最新公布资料显示，今年上半年，美国对中国的直接投资额下降了3.2%。
中国并不会太过恐慌。但也许，只是也许，中国已开始有点担心其向来控管良好的经济，正由于海外投资流失而逐渐失去主导权。
中国商务部上周公布资料显示，今年上半年，美国对中国的直接投资下降了3.2%，来到16.3亿美元。
而在上周四(8月16日)公布的资料看来也不甚乐观。
今年七月份，对中国的外国直接投资(Foreign direct investment, FDI，不仅来自美国，也来自全球各地)已经连续第二个月呈现下跌。这使得今年前七个月内来自外国直接投资的总额来到666.7亿美元，较上一年同期下降3.6%。
肇因于奥巴马将制造业带回美国
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中国外来投资下降的消息，显然是一则大到足以迫使中国商务部新闻发言人沈丹阳在《中国日报》上发表谈话的事件。
除了淡化商务部的资料外，沈丹阳也将投资中国金额减少归咎于“美国将制造业转移回本土的策略”，以及“欧元区持续升高的债务危机，和中国土地供应吃紧以及劳动力成本上升”等因素。
尽管这个警讯尚激起全球其它地区的反应，但中国政府仍然让《中国日报》独家采了中国商务部政策研究室主任张向晨。在此次采访中，张向晨表示，“由于来自外国的投资质量不断改善，因此，中国并不担心跨国公司大举将制造厂迁移到邻国。”
好吧，永远有应该担心的事，这位政府官员表示表示他并没有在担心这些。此外，请注意他上述发言中的关键：“邻国”。
印尼政府上周宣布，富士康(Foxconn)将投资100亿美元，这将让这家EMS巨擘能制造出比中国厂成本更低的产品。
富士康并不孤单。还有一些跨国公司纷纷将生产线从中国转移到其它更低成本的东南亚国家。据《中国日报》报导，阿迪达斯(Adidas)上个月表示，今年10月 底将关闭唯一一家在江苏省苏州的全资服装厂，该厂有160名员工。而在更早之前，耐克（Nike）也在2009年关关了在中国苏州的唯一一座鞋厂。
虽然张向晨警告“对中国投资下滑”的趋势可能会在接下来的几个月内持续，但他也认为，短期内影响很“有限”。他坚持“任何的担心都毫无根据。”
在解释美国在中国投资下滑情况时，张向晨同样将重点放在“奥巴马政府所选择的推动方案”上。他指出，该计划旨在设立一个国家级的推广机构，以吸引更多的外国投资，特别是来自中国。
本文授权编译自EE Times，版权所有，谢绝转载
本文下一页：中国仍积极扩张海外投资
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• 机会留给自己，美国限制光电制造业外迁
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中国仍积极扩张海外投资
从光明面来看，中国的海外投资依然强劲。在全球经济疲软，外国投资者正逐渐减少在中国的并购之际，中国仍继续维持在海外的投资行动。
据普华永道(PricewaterhouseCoopers, PwC)上周三(8月14日)发布的一份报告，今年上半年，发生在中国的并购交易数量较前一年同期下降了33%，与一年前同期相比。相较之下，中国对外投资数量是上述数字的2倍。
一直到几年前，中国公司都很少出现积极并购国外企业情况。
然而，今天的中国企业愈来愈常收购国外资源、能源和技术等相关业务。2012上半年，中国公司公布的交易数量达九件之多，总价超过10亿美元，其中七件是与资源和能源领域相关。而去年同期，中国对外收购交易则仅有两件。
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尽管普华永道的报告也指出，中国仍然渴望到海外投资，但该报告也点出了外国对中国的直接投资出现下降趋势。该报告发现，今年上半年，外国买家在中国的并购总值较去年同期下降了42%。
同样地，普华永道指出，私人股权交易也下滑了约1,000万美元以上，同比下降39%。这部份可能是由于预期价格将进一步下跌，因此交易处理时间被延长。
然而，中国商务部新闻发言人沈丹阳仍坚持今年全年外国对中国直接投资非常“稳定”，下年年经济将回复成长。
至于为何中国仍拥有长期吸引力，沈丹阳表示，主要有三个原因：
1) 巨大的国内消费；
2) 中国严厉打击侵犯知识产权的行为；
3) 加速工业化进程。
在西方，很多人可能会同意在第一和第三点，但第二点就有待商榷了，起码现在还没看到真正的积极行动。
本文授权编译自EE Times，版权所有，谢绝转载
编译： Joy Teng
参考英文原文：Yoshida in China: Worries about declining U.S. investors，by Junko Yoshida
相关阅读：
• 电子制造业外迁潮，深圳期待华丽转型
• 机会留给自己，美国限制光电制造业外迁
• 东边日出西边雨，制造业归宿在哪里？LiBesmc
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Yoshida in China: Worries about declining U.S. investors
Junko Yoshida
China is not exactly panicking. But maybe, just maybe, China is beginning to worry a tiny bit about its well-managed economy losing its grip on a thus far dependable throng of overseas investors.
New data released by China’s Ministry of Commerce this week shows that in the first half of this year, direct investment from the United States to China dropped by 3.2 percent over the same period last year, to $1.63 billion.
The latest monthly figures, revealed Thursday (Aug. 16th), don’t look good, either.
Foreign direct investment (FDI) into China (not just from the United States, but from all over the world) fell for the second consecutive month in July. This brought the total FDI inflow for the first seven months of the year to $66.67 billion, down 3.6 percent year on the year.
Blame Obama for bringing back manufacturing jobs to the United States
The news [about declining inward investments in China] was apparently a story big enough to compel China’s commerce ministry spokesman Shen Danyang to talk to the China Daily.
While downplaying the ministry’s own data, Shen blamed the dwindling investment inflows on “the United States’ strategy of bringing manufacturing back home,” in addition to “the euro zone's ongoing debt crisis, China's strained land supplies and rising labor costs.”
In case this alarm wasn’t loud enough to convince the rest of the world, the Chinese government also made available Zhang Xiangchen, director of the Department of Policy Research at the Ministry of Commerce, for a separate interview with the China Daily. In that interview, Zhang said, "China is not worried about the massive transfer of factories by multinational companies to neighboring countries as the quality of foreign investment will improve.”
Well, one should always worry, when a government official says that he is NOT worried about something. Also, note the key phrase in his statement above: “neighboring countries.”
The Indonesian government just announced this week that Foxconn will be investing up to $10 billion in Indonesia to make products even cheaper than at the EMS giant’s China plants.
Foxconn isn’t alone. A few other multinationals are also moving production from China to low-cost countries in Southeast Asia. China Daily reported that Adidas said last month it will shut down the company's only fully-owned apparel factory in Suzhou, Jiangsu province, which employs 160 workers, at the end of October. This comes after Nike closed its only shoe factory in China, also in Suzhou, in 2009.
Although Zhang cautioned that the momentum [of declining investment in China] will probably continue in the following months, he held the view that the impact would be “limited” in the short term. He insisted that any fears are unfounded.
In explaining decline of U.S. investment in China, Zhang, too, focused on the 'Select USA' program promoted by the Obama administration. He said the program sets up a national promotion agency to attract more foreign investment, especially from China.
China is hungry for investing abroad
On the bright side, China's appetite for investing abroad remains strong. Under the weak global economy, foreign investors are making fewer M&A deals in China, but China continues to remain hungry to invest in companies abroad.
In the first half of this year, M&A deal numbers in China dropped by 33 percent, compared to the same period a year ago, according to a report PricewaterhouseCoopers (PwC) issued Wednesday (August 14th). In contrast, China’s outbound investment deals tripled in value, the report said.
Until several years ago, Chinese companies rarely showed up on the active M&A scene abroad.
The Chinese today, however, are increasingly comfortable with acquiring resources, energy and technology-related business abroad. In the first half of 2012, Chinese companies announced nine deals -- including seven in the resources and energy sector -- with a value exceeding $1 billion, compared with only two during the period last year.
While the Chinese remain eager to invest abroad, the PwC report, too, pointed out a trend of declining FDI in China. The report found a 42 percent drop in inbound deals into China by foreign buyers in the first half of this year, from the same period of last year.
Similarly private equity deals with a value of $10 million or more also dropped sharply, down 39 percent, according to PwC. This could be partly explained because deals processing times were intentionally lengthened in anticipation of a further decline in prices, noted PwC.
China’s commerce ministry spokesman Shen, however, insisted the full year's FDI in China would "stabilize," as economic growth picks up in the second half.
As to why China’s attractiveness will be strong in the long term, Shen cited “1) huge domestic consumption; 2) China's efforts to crack down on the infringement of intellectual property rights; and 3) the accelerating process of industrialization.”
Many in the West might agree on the first and third points, but on No. 2, not so much, not yet, not ‘til China puts its money where its mouth is.
责编：Quentin
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