中国投资发展报告（2023）
| 书 名： |
中国投资发展报告（2023） |
| 英 文 名： |
ANNUAL REPORT ON THE DEVELOPMENT OF CHINA’S INVESTMENT （2023）
|
| 作 者： |
中国建银投资有限责任公司投资研究院 |
| I S B N： |
978-7-5228-1499-5 |
| 丛 书 名： |
投资蓝皮书
订阅
|
| 关 键 词： |
宏观经济 金融 投资 |
| 出版日期： |
2023-04-01 |
中文摘要
《中国投资发展报告（2023）》是“投资蓝皮书”系列年度报告之一，也是中国建投投资研究院向社会推出的“中国建投研究丛书·报告系列”年度研究成果。本书旨在对上年度中国投资行业和市场发展情况进行盘点和回顾，对本年度中国投资发展情况进行预测和展望。
2022年，受新冠疫情、俄乌冲突、全球通胀、货币收紧等影响，全球金融市场跌宕起伏，经济复苏严重受阻。中国经济承受了“三重压力”的考验，在房地产投资大幅下降的情况下，基础设施投资持续发力，全年固定资产投资实现了5.1%的增长，为稳经济做出了贡献。虽然中国继续保持相对宽松的货币环境，但是资本市场受到大环境的影响震荡下行。
2023年，全球经济增速大概率将延续2022年的放缓趋势，某些国家或地区经济面临衰退风险。与之形成鲜明对比的是，随着疫情防控措施的优化调整和各项“稳经济、扩内需”政策落地显效，我们认为，中国经济将出现较为明显的好转，并有望恢复正常增长水平，全年经济增速目标为5%左右。与此同时，在一系列政策支持下，房地产领域的风险将逐步释放，数字经济和平台企业将再度活跃，内外经济循环动能有可能实现平稳转换。
在投资方面，我们认为，2023年，中国的基建投资将保持韧性，制造业投资增速可能有所回落，房地产投资有望逐步企稳，降幅将逐步收窄，但转正困难。在资本市场方面，受到经济复苏和宽松货币环境影响，投资者的信心将逐步恢复，A股市场有可能逐步走出低谷。面对全球经济增速趋缓和货币环境紧缩，投资需要更加理性和谨慎。美股的风险还未充分释放，强势美元可能难以持续，投资者可以更多地关注中国市场，适当增加对中国权益类资产的配置，更多关注科技创新、能源环保和消费等领域的投资机会。
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