基于中国对非洲投资的区位分布现状及特点,应用Moran’s I指数和LISA地图法分析2005-2014年中国对非洲52国直接投资的空间分布及集聚效应,并应用空间计量模型对非洲投资区位影响因素进行实证分析。结果显示:中国对非洲投资的大多数东道国存在弱空间集聚效应,而投资规模空间分布呈现由南向北逐次递减的趋势,区位选择是影响企业对非投资决策的关键因素之一;中国对非洲东道国投资存在较低的空间溢出效应,而企业投资区位选择受东道国购买能力和出口贸易影响较为明显,受东道国能源资源因素影响不明显。因此,借力"一带一路"规划建设改善非洲各国基础设施和投资环境,提升中非境外投资园区产业集群能力,因地制宜优化投资区位选择,增强企业投资集聚和产业链集聚,是提高对非投资集聚效应和投资效率的有效措施。
Based on the distribution situation and characteristics of China' s investment in Africa,Moran' s I index and LISA clustering map are applied to analyze the spatial distribution and agglomeration effects of China's investment in 52 African countries from 2005 to 2014. Spatial econometric model is applied to analyze the impact factors of investment location in Africa. The results show that the spatial agglomeration effect of China's investment in Africa is not significant,while the spatial distribution of the investment scale is gradually decreasing from south to north,so location choice is one of the key factors that affect the decision- making of foreign investment; the spillover effect of FDI from China is not obvious,and the investment location choice is affected significantly by the consumption ability of the host country and the trade activity with little effect of energy resources. Therefore,leveraging"One Belt and One Road"planning and improving construction of infrastructure and the investment environment of African countries,enhancing the industrial clustering ability of the foreign investment zone in Africa,implementing the strategic adjustment of the investment to Africa,strengthening enterprise investment agglomeration and industry cluster are effective measures to increase the agglomeration effect and the efficiency of investment in Africa.