中日对东盟投资比较及中国的策略——“一带一路”倡议下的新考量

A Comparison of China's Investment and Japan's in ASEAN and the Strategy for China:New Consideration on the Base of the Belt and Road Initiative

东盟是中日两国对外直接投资的重要对象。虽然两国对东盟的投资都具有市场寻求型特点,但日本对东盟投资早,产业集约化程度较高,投资呈现波浪式的发展历程,其资源寻求型特点较显著;中国对东盟投资增长迅猛,其效率寻求型投资特色鲜明,却存在着投资地区分布、相互投资等方面的结构性失衡问题。随着中国"一带一路"倡议的提出,中日对东盟的高铁建设、湄公河流域的投资及融资方式呈现出新特点,其资源寻求型投资比重逐渐增加。日本传统的投资模式和效应对中国向东盟扩大投资具有重要的借鉴意义。中国应对东盟十国实施差异化投资战略,构建在相互信赖基础上的合作共赢的投资环境,携手建设"中国-东盟命运共同体"。

ASEAN is an important investment choice for China and Japan. Both of China and Japan share the same market -seeking characteristic. However, Japan＇s investment in ASEAN started more early and has got high degree of industrial intensification. In one word, it shows obvious resource - seeking characteristic with Japan＇s wave - like development of investment in ASEAN. China＇s investment, whose efficiency - seeking fea- ture is distinctive, possesses rapid growth pace with structural imbalance in aspects of regional distribution and mutual investment. With the Belt and Road Initiative being proposed, China＇s investment form and financing pattern in ASEAN＇s high - speed rail and Mekong Valley construction present new characteristics that the pro- portion of resource - seeking investment has gradually increased. The traditional investment model and effect of Japan have a significant reference for China to impel investment in ASEAN. China should implement a differ- entiated investment strategy directed against the ten countries of ASEAN and construct a collaborative and win - win investment environment based on mutual trust so as to join hands in building a China - ASEAN commu- nity of common destiny.