产业视角的投资:2019年产业投资逻辑、特征与投资机会分析
文章摘要
产业投资往往是企业的战略性投资行为,是一个自上而下、整体谋划、协调推动的过程。因此,产业投资要有产业链眼光、生态圈视野。“重视创新,构建生态,投资未来”是产业投资的基本逻辑。信息通信、新材料、节能环保等基础大功能性产业;以高端装备制造为代表的先进制造业;大健康和文化消费等民生类产业,成为当前产业投资布局的重点。同时,产业投资也面临着全球化规则改变、现有技术创新的不确定性、产业发展逻辑改变、高杠杆率投资产生债务、价值协同断裂风险等诸多挑战。
Abstract
Industrial investment is often a strategic investment behavior of enterprises,which is a top-down,overall planning,coordination and promotion process.Therefore,industrial investment should have the vision of industrial chain and ecosphere.“Emphasizing innovation,constructing ecology and investing in the future”is the basic logic of industrial investment.Information and communication,new materials,energy-saving and environmental protection and other basic big functional industries;advanced manufacturing industry represented by high-end equipment manufacturing;people's livelihood industries such as big health and cultural consumption,have become the focus of the current industrial investment layout.At the same time,industrial investment also faces many challenges,such as the change of global rules,the uncertainty of existing technological innovation,the change of industrial development logic,the debt generated by high leverage investment,and the risk of value synergy breaking.
作者简介
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翟崑:
东博会上习近平谈“一带一路”背后的深层含义
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丁一凡:
“一带一路”为发展中国家增添动能
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岳云霞:
经贸合作推动中拉“一带一路”共建行稳致远
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郑永年:
中国在国际秩序中发挥重要作用
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崔洪建:
中欧班列助力全球供应链安全畅通
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朱克力:
激发市场主体活力 积蓄经济发展动能
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于洪君:
共建“中国-中亚-西亚经济走廊”
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张婷婷:
后疫情时代,如何构建“一带一路”倡议国际话语权
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黄奇帆:
“双循环”战略是“一带一路”建设新契机
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孙洪波:
拉美地区局部动荡:表现、根源及前景
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张建平:
中国服务贸易“蛋糕”会越做越大
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卞永祖:
中国新发展格局给全球化添活力
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林永亮:
“一带一路”合作体系:基础框架与发展路径
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史志钦:
用战略定力护航“一带一路”
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刘中民:
共建“一带一路”是中阿关系的最大动力
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梁海明:
发展“一带一路”绿色金融的挑战
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门洪华:
“一带一路”与中国—世界互动关系
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孙贤胜:
优化“一带一路”项目 突出能源安全重点
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王南湜:
“共同体”命题的哲学阐释
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黄勇:
开放合作共绘“一带一路”工笔画