“战略三脚架”视角下中国在“一带一路”沿线与非沿线国家的投资动机影响因素比较研究

随着“一带一路”政策的出台,企业投资热情高涨,作为国家战略性新兴产业,新能源产业的对外投资对自身发展具有重要意义,明确其在“一带一路”沿线与非沿线国家的投资动向有助于把握政策机遇和赋能产业发展。本研究基于商务部截至2015年的416条中国新能源企业的对外投资事件,将其投资动机分为销售服务、生产研发和工程投资3类,并从“战略三脚架”的理论框架出发,对企业基于不同投资动机看重的“一带一路”沿线和非沿线东道国的区位优势进行了实证研究。结果表明：在非“一带一路”沿线国家投资时,中国新能源企业更加看重东道国的政治制度稳定性和基础设施水平,如通讯设施和技术水平;而在“一带一路”沿线国家投资时,企业则更加看重东道国的营商环境。

A Comparative Study on the Factors Influencing China's Invest Motives in the Countries along and off the "Belt and Road" Initiatives from the Perspective of the "Strategic Tripod"

With the introduction of the "Belt and Road" policy, enterprises are enthusiastic about investment; As a national strategic emerging industry, foreign investment in the new energy industry is of great significance to its own development. Clarifying its investment trends in countries along and off the "Belt and Road" will help grasp policy opportunities and enable industrial development. Based on 416 outbound investment events of Chinese new energy enterprises by the Ministry of Commerce up to 2015, the research divides their investment motives into three categories: sales services, production and R&D, and engineering investment. From the theoretical framework of "strategic tripod", this research empirically studies the location advantages of the host countries along and off the "Belt and Road" that enterprises value based on different investment motives. The results show that when investing in countries other than those along the Belt and Road, Chinese new energy enterprises pay more attention to the political institution stability and infrastructure level of the host country, such as communication facilities and technology level; When investing in countries along the "Belt and Road", enterprises pay more attention to the business environment of the host country.