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2
200
12%
Chinese Outward FDI Flows, USD billion (Left Axis)
180
10%
160
China's Share in Total Global Outward FDI Flows, % Share (Right Axis)
140
8%
120 100
6%
80 4%
60 40
2%
20
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
0%
1984
0
Source: PRC Ministry of Commerce (MOFCOM), United Nations Conference on Trade and Investment (UNCTAD); *2016 data points are estimated based on available monthly data points on non-financial OFDI from January to November 2016.
3
250
2500
Chinese Global OFDI Stock (Right Axis) Projected Chinese Global OFDI Stock (Right Axis) 200
2000
Chinese Global OFDI Flow (Left Axis) Projected Chinese Global OFDI Flow (Left Axis)
150
1500
100
1000
50
500
0
0 2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
Source: SAFE, Rhodium Group; *2015-2020 data based on projections by Li Keqiang, available at http://bit.ly/1ODFP0s.
4
50,000 45,000 40,000
US
35,000
EU
30,000 25,000 20,000 15,000 10,000 5,000 0 2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
Source: Rhodium Group. *Data are preliminary and subject to adjustment. A detailed explanation of sources and methodology can be found at http://rhg.com/interactive/china-investment-monitor
5
50,000 45,000
Value of Greenfield Projects (Right Axis)
40,000
Value of Acquisitions (Right Axis) 35,000 30,000 25,000 20,000
15,000 10,000 5,000 0 2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
Source: Rhodium Group. *Data are preliminary and subject to adjustment. A detailed explanation of sources and methodology can be found at http://rhg.com/interactive/china-investment-monitor
6
48,000 44,000 40,000 36,000 32,000 28,000 24,000 20,000 16,000 12,000 8,000 4,000 0 2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
Source: Rhodium Group. *Data are preliminary and subject to adjustment. A detailed explanation of sources and methodology can be found at http://rhg.com/interactive/china-investment-monitor
7
Source: Rhodium Group. *Data are preliminary and subject to adjustment. A detailed explanation of sources and methodology can be found at http://rhg.com/interactive/china-investment-monitor
8
100,000
Chinese Company AVIC Fosun Fosun HNA Group Leyard Optoelectronics
US Subsidiary Henniges Automotive Meadowbrook Insurance Ironshore Insurance Red Lion Hotels Corp. Planar Systems
90,000
Estimated Jobs 1,500 900 550 850 500
80,000 70,000 60,000
Chinese Company Faraday Future Volvo (Geely) Tranlin Paper Keer Group Yuhuang Chemical
US Subsidiary Factory in Nevada Factory in South Carolina Factory in North Carolina Factory in North Carolina Methanol plant in Louisiana
Projected Jobs 4,500 2,500 2,000 500 400
50,000
40,000 30,000 20,000 10,000
0 2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
Source: Rhodium Group. *Data are preliminary and subject to adjustment. A detailed explanation of sources and methodology can be found at http://rhg.com/interactive/china-investment-monitor
9
1. Energy
$14 bn
2. Real Estate and Hospitality
$13 bn
3. ICT
$11 bn
4. Ag and Food
$7 bn
5. Ent., Media, and Education
$4 bn
6. Financial and Bus Services
$4 bn
7. Automotive
$3 bn
8. Health, Pharma, and Biotech
$3 bn
9. Chemicals, B Materials , Metals
$2 bn
10. Consumer Products & Services
$1 bn
Source: Rhodium Group.
10
1. ICT
$31 bn
2. Chemicals, Materials and Metals
$29 bn
3. Energy
$23 bn
4. Automotive
$21 bn
5. Financial & Bus, Service
$21 bn
6. Machinery
$19 bn
7. Ag and Food
$17 bn
8. Real Estate and Hospitality
$16 bn
9. Health, Pharma, and Biotech
$14 bn
10. Consumer Products & Services
$12 bn
Source: Rhodium Group.
11
10,000 9,000 8,000 7,000 6,000
5,000 4,000 3,000 2,000 1,000 0 2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
Source: Rhodium Group. *Mid-Atlantic region refers to Delaware, DC, Maryland, New Jersey, New York, Pennsylvania, Virginia, and West Virginia. Data are preliminary and subject to adjustment. A detailed explanation of sources and methodology can be found at http://rhg.com/interactive/china-investment-monitor
12
Source: Rhodium Group. *Mid-Atlantic region refers to Delaware, DC, Maryland, New Jersey, New York, Pennsylvania, Virginia, and West Virginia. Data are preliminary and subject to adjustment. A detailed explanation of sources and methodology can be found at http://rhg.com/interactive/china-investment-monitor
13
1. WH Group (Shuanghui) 2. Jinjiang 3. ICBC 4. Fosun 5. Wuxi PharmaTech 6. Bank of China 7. China Construction America 8. Lenovo 9. Haier 10. CITIC
Source: Rhodium Group. *Data are preliminary and subject to adjustment. A detailed explanation of sources and methodology can be found at http://rhg.com/interactive/china-investment-monitor
14
RANK COMPARED TO REST OF THE US: TOTAL NVESTMENT
30
Semiconductors
20
Transportation Services
Consumer Electronics Software and IT Services
Rubber Products 10
Food Minerals
-25
-20
Automotive OEM and Components
-15
-10
-5
Consumer Products and Services
0
-10
Real Estate
Industrial Machinery,Coal, Oil & Gas Equipment and Tools
Pharmaceuticals
Aerospace
0 5
10
15
20
Healthcare and Medical Devices
-20
-30
Utility & Sanitary Services
-40
RANK COMPARED TO REST OF THE US: NUMBER OF DEALS Rhodium Group: Chinese FDI in California Study, Governor’s Investment Mission Planning Report
15
16