2023年上半年中国一带一路投资报告（英）

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China Belt and Road Initiative (BRI)

Investment Report 2023 H1

Dr. Christoph NEDOPIL

Green Finance & Development Center, FISF Fudan University

Shanghai, July 2023

Page 2

This brief is produced by the Green Finance & Development Center (GFDC) of the Fanhai

International School of Finance at Fudan University, Shanghai, P.R. China.

The brief aims to provide a vehicle for publishing preliminary results on topics related to

the Belt and Road Initiative (BRI) to encourage discussion and debate. The findings,

interpretations, and conclusions expressed in this paper are entirely those of the author(s)

and should not be attributed in any manner to FISF or Fudan University, to its affiliated

organizations, or to members of its Board of Executive Directors.

Citation and the use of material presented in this brief should take into account this

provisional character.

For information regarding GFDC Briefs, please contact the Director Dr. Christoph Nedopil.

Please quote as:

Nedopil, Christoph (July 2023): “China Belt and Road Initiative (BRI) Investment Report 2023

H1 – the first ten years”, Green Finance & Development Center, FISF Fudan University,

Shanghai; doi: 10.13140/RG.2.2.13892.19841

Cover picture: Windwärts Energie GmbH, Fotograf: Mark Mühlhaus/attenzione

Contact:

For inquiries, please contact the Green Finance & Development Center

info@greenfdc.org

Page 3

China Belt and Road Initiative (BRI)

Investment Report 2023 H1

Key findings

• 10 years after the announcement of the Belt and Road Initiative (BRI), cumulative BRI

engagement breached the USD 1 trillion mark (USD1.016 trillion), with about USD596

in construction contracts, and USD420 in non-financial investments;

• China’s energy related engagement in the first half of 2023 were the greenest in any 6-

month period since the BRI’s inception in 2013;

• BRI finance and investments is picking up in the first half of 2023 with about 103 deals

worth USD43.3 billion compared to about USD35 billion in the first half of 2022;

• Investments as a share of BRI engagement reached record levels at 61% - the first time

that it constitutes more than 50% of total BRI engagement;

• A growth area of strategic importance is metals and mining through Chinese

investment for ownership. Engagement in the sector has grown by 131% compared to

the first half of 2022. The minerals and metals are particularly relevant to the green

transition (e.g., lithium) and batteries for electric vehicles.

• Major growth countries of Chinese engagement were Bolivia, Namibia, Eritrea, and

Tanzania – making Sub-Saharan Africa the fastest growing area of BRI engagement.

• 26 countries saw a 100% drop in BRI engagement, including Turkey, Poland and Kenya;

Russia continued to see no public engagement from China;

• BRI investments in the first half of 2023 were for the second time after 2022 dominated

by private sector enterprises, including Huayao Cobalt and CATL, while construction

contracts were dominated by state-owned enterprises (SOEs);

• In global comparison, global FDI into emerging economies developed similar to China’s

BRI engagement – with a mixed bag of growth and decline;

• For the rest of 2023, further rebound of Chinese BRI engagement is possible with a

strong focus on BRI country partnerships in renewable energy and related technologies;

• Potential future engagements can be expected in six project types: manufacturing in

new technologies (e.g., batteries), renewable energy, trade-enabling infrastructure

(including pipelines, roads), ICT (e.g., data centers), resource-backed deals (e.g., mining,

oil, gas), high visibility or strategic projects (e.g., railway).

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摘要：

ChinaBeltandRoadInitiative(BRI)InvestmentReport2023H1Dr.ChristophNEDOPILGreenFinance&DevelopmentCenter,FISFFudanUniversityShanghai,July2023Page2ThisbriefisproducedbytheGreenFinance&DevelopmentCenter(GFDC)oftheFanhaiInternationalSchoolofFinanceatFudanUniversity,Shanghai,P.R.China.Thebriefaimstoprovid...

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