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法國外貿銀行:下半年中資海外併購難言活躍
阿思達克 09-03 15:47
法國外貿銀行(Natixis)大中華區高級經濟師徐建煒表示,疫情下今年上半年全球宏觀經濟環境顯著惡化,中國增長亦放緩,企業盈利水平下降,期內中國企業海外併購宗數大幅減少,除騰訊(00700.HK)收購華納音樂股份等數宗大型交易外,交易額跌幅更大,預期在眾多不明朗因素下,併購未會恢復至從前活躍水平。

不過他指出,企業全球化仍是未來發展大趨勢,同時海外融資成本跌幅遠超國內,目前中國企業仍然願意到海外尋找併購機會,惟在中國政府資金外流管制、中美關係緊張等情況下,企業變得更審慎,並傾向戰略投資。

亞太區首席經濟師Alicia Garcia Herrero指,按行業及地區劃分,預期中資企業對歐洲的工業技術、能源、資源更有興趣,於美國則專注於娛樂及科技收購。

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