中国对东盟直接投资区位选择的过程、机制与路径研究

It has been argued that the location theory of foreign direct investment (FDI) based on western countries is unable to fully understand the practices of developing countries’ FDI which has been growing rapidly in past decades. As one of international cooperation partners in “the Belt and Road Initiative” of China, the Association of Southeast Asian Nations (ASEAN) has become an increasingly important destination of China’s global outward direct investment. Grounded on the location theory of FDI, with mixed use of econometric and spatial models and qualitative methods, this program aims to explore the spatial processes and location decision making of China’s outward direct investment towards ASEAN. The program is designed to: 1) analyze the developing processes of spatial distribution of China’s direct investment towards ASEAN at both national and sub-national scales; 2) reveal and explain the roles of influence factors involving economic, political, institutional and geographical dimensions in the location decision making of China’s direct investment towards ASEAN by using quantitative models; 3) differentiate the location influence factors and their roles for China’s direct investment driven by different motivations such as those driven by market seeking, by technology seeking and by natural resource seeking; and 4) disclose the mechanism of location choice of China’s direct investment towards ASEAN by asking the primary questions of what drive the investment and how its location decision is made based on the quantitative survey of China’s transnational corporations with investment in ASEAN. This program highlights the role of institutional factors in the FDI location decision making, differentiation of influence factors for FDI with diverse motivations and micro process of location decision making from the perspective of investors (i.e. transnational corporations). The program is aimed at contributing to the construction of location theory of China’s outward direct investment as well as providing a theoretical and an empirical basis for the making of policies related to China’s “Going Global” strategy and in particular “the Belt and Road Initiative”.

西方对外直接投资区位理论难以完全解释发展中国家对外直接投资实践。东盟是“一带一路”战略推进的前沿区域，在中国对外投资布局的地位重要。基于对外直接投资理论，结合定量和定性方法，开展中国对东盟直接投资区位研究，内容包括：（1）从国家和区域尺度分析中国对东盟直接投资的区位格局和演变过程；（2）运用计量模型揭示经济、政治、资源、制度、地理等因素对中国对东盟直接投资区位选择的作用机制；（3）划分投资动机，进一步揭示资源寻求、市场寻求和技术寻求等不同动机引致的对外直接投资区位选择机制及其差异；（4）开展中方企业调查，揭示中国对外直接投资的区位决策路径。项目突出制度在中国对东盟直接投资区位选择中的作用与不同投资动机的区位选择机制差异，并从企业的微观视角寻求对中国对外直接投资区位选择机制的精细解释，以期丰富中国对外直接投资理论研究，为我国开展对外直接投资、推动“一带一路”国际合作倡议提供理论基础和依据。

西方对外直接投资区位理论难以完全解释发展中国家对外直接投资实践。东盟是“一带一路”战略推进的前沿区域，在中国对外投资布局的地位重要。基于对外直接投资理论，结合定量和定性方法，开展中国对东盟直接投资区位研究，内容包括：（1）从国家和区域尺度分析中国对东盟直接投资的区位格局和演变过程；（2）运用计量模型揭示经济、政治、资源、制度、地理等因素对中国对东盟直接投资区位选择的作用机制；（3）划分投资动机，进一步揭示资源寻求、市场寻求和技术寻求等不同动机引致的对外直接投资区位选择机制及其差异；（4）开展中方企业调查，揭示中国对外直接投资的区位决策路径。项目突出制度在中国对东盟直接投资区位选择中的作用与不同投资动机的区位选择机制差异，并从企业的微观视角寻求对中国对外直接投资区位选择机制的精细解释，以期丰富中国对外直接投资理论研究，为我国开展对外直接投资、推动“一带一路”国际合作倡议提供理论基础和依据。