台湾对外直接投资的动机与行为研究

【作者】 陈鹭；

【导师】 廖少廉；

【作者基本信息】 厦门大学 ， 世界经济， 2003， 博士

【摘要】 20世纪70年代末以来，发展中国家和地区的对外直接投资迅猛发展。由于发展中国家(地区)的对外投资动机、区位选择条件、投资形式等都同发达国家不同，这就向传统上以发达国家为研究对象的国际直接投资理论提出了挑战。 台湾是发展中国家和地区中颇具有代表性的对外直接投资者。对台湾的对外直接投资动机与行为进行研究，无疑对现有的为数不多的以发展中国家(地区)为研究对象的对外投资理论是一大补充。本论文以台湾为研究对象，进行理论与实证探索。 论文围绕着台湾企业对外投资动机这一主题展开讨论。由于台湾不同企业对外投资目的不同，导致其采取不同的投资战略。论文共分七章，对照对外直接投资理论，比较台湾对外投资的动机和行为特征与现有理论的异同，并分析其原因。由于中国大陆、东盟国家和美国是台湾最主要的对外投资地区，因此，论文的实证分析也以这三个地区或国家为主。台湾对外直接投资的实证说明，在经济全球化与高科技信息时代，台湾对发达国家的直接投资目的以扩张型为主，对发展中国家或地区的投资则兼具了防御型与扩张型两种特征，台湾对外直接投资是台湾制造产业向岛外的延伸，其对经济影响利大于弊。更多还原

【Abstract】 Since the late 1970s, foreign direct investment (FDI) of the developing countries and regions has expanded to a great extent. Because of the differences in investment motives, area choices and ways of investment between the developing countries and the developed ones, the traditional theories about FDI based on the research on the developed countries have been challenged.For the developing countries and regions, Taiwan is an investor that can provide experiences. Research on the motives and behavior of Taiwan’s FDI will be a useful supplement to the few foreign investment theories that take developing countries as the object of study. Taking Taiwan as a case for study, this thesis provides theoretical analysis and the actual evidence as well.The dissertation centers on the motives of the Taiwanese enterprises when they are engaged in FDI. Enterprises in Taiwan adopt different investment strategies because their objectives to invest abroad vary. The dissertation is divided into seven chapters. It compares the characteristics of the motives and behavior of the Taiwanese foreign investment with the extant theories on FDI, pointing out wherein the differences lie while explaining the common ground. Because the Chinese mainland, the ASEAN countries and the United States are the major areas of Taiwan’s overseas investment, this dissertation focuses mainly on these three areas for case study. The evidence of Taiwan’s FDI indicates that in an era of globalization of economy as well as high-tech such as information technology, Taiwan’s FDI in the developed countries tends to be expansive while its investment in the developing countries and areas is both defensive and expansive. Taiwan’s FDI is outward extension of its manufacture industry. This brings about more benefits rather than costs to the economy.更多还原