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商业倡议:德国到2035年有望吸引高达4.6万亿美元投资Germany could attract up to $4.6T in investment by 2035: Business initiative

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根据“Made for Germany”商业倡议的声明,德国在五个战略增长领域提供了总计2.9万亿至4.1万亿欧元(约合3.2万亿至4.6万亿美元)的投资和融资机会,这些机会将延续至2035年。

Germany offers investment and financing potential of €2.9 trillion ($3.2 trillion) to €4.1 trillion ($4.6 trillion) through 2035 across five strategic growth areas, the Made for Germany business initiative said Monday.

该倡议汇集了147家企业和投资者,发布了题为《重塑增长》(Reinventing Growth)的报告,重点介绍了德国的工业优势如何与全球资本需求及经济转型趋势相契合。

The initiative, bringing together 147 companies and investors, published its report, titled Reinventing Growth, highlighting opportunities where Germany's industrial strengths align with global capital demand and economic transformation.

这五个战略增长领域分别是:人工智能、产业转型与下一代技术、具有韧性的能源系统、核心基础设施,以及安全与国防领域。

The five areas are artificial intelligence, industrial transformation and next-generation technologies, resilient energy systems, core infrastructure, and security and defense.

报告估计,在人工智能领域的投资机会约为4000亿至6000亿欧元;在产业转型与下一代技术领域的投资机会为5000亿至8000亿欧元;能源系统领域的投资机会为8000亿至1万亿欧元;核心基础设施领域的投资机会为7000亿至1万亿欧元;安全与国防领域的投资机会为5000亿至7000亿欧元。

The report estimates investment opportunities of €400-600 billion in AI and €500-800 billion in industrial transformation and next-generation technologies. Energy systems account for another €800 billion-€1 trillion, followed by core infrastructure at €700 billion-€1 trillion, and security and defense at €500-700 billion.

该报告指出,德国的政治与法律稳定性、强大的研发能力、高素质的劳动力、完善的工业基础以及进入欧盟单一市场的便利性,都是吸引国内外投资者的关键优势。

Aimed at domestic and international investors, the report identifies Germany's political and legal stability, research capabilities, skilled workforce, industrial base, and access to the EU single market as key advantages for attracting long-term capital.

然而,报告也指出高昂的成本和过重的监管负担仍在制约德国的经济增长,并呼吁政策制定者持续推进改革以促进投资。报告强调,虽然初步的改革措施已经迈出了重要一步,但还需进一步行动才能将投资者的兴趣转化为实际的项目。

However, high costs and excessive regulatory burdens continue to weigh on growth, the initiative said, urging policymakers to implement reforms consistently to unlock investment. Initial reforms represent an important first step, but further action is needed to turn investor interest into concrete projects, it added.

“Made for Germany”倡议的成员计划在2025至2028年间向德国投资超过8500亿欧元,其中2025年已实际投入了2000多亿欧元。

Members of Made for Germany plan to invest more than €850 billion in the country between 2025 and 2028, including more than €200 billion already invested in 2025.

德意志银行首席执行官克里斯蒂安·塞温(Christian Sewing)与西门子首席执行官罗兰·布施(Roland Busch)计划于周一在柏林向德国经济与能源部长卡特琳娜·赖歇(Katherina Reiche)提交这份报告,此次提交是在“投资德国”峰会(Invest in Germany Summit)之前进行的。

Deutsche Bank Chief Executive Christian Sewing and Siemens Chief Executive Roland Busch were scheduled to present the report to German Economy and Energy Minister Katherina Reiche in Berlin on Monday, ahead of the Invest in Germany Summit.

麦肯锡公司作为知识合作伙伴支持了该倡议,提供专业知识和分析,但报告的结论和建议仍属于“为德国而造”倡议。

McKinsey & Company supported the initiative as a knowledge partner, providing expertise and analysis, while the report's conclusions and recommendations remain those of Made for Germany.

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