Trajetória recente do investimento direto chinês no Brasil: concentração setorial, modos de ingresso e potencial estratégico (2017–2023)

Alice Sabino Pereira; Kaio Vital da Costa

doi:10.52292/j.estudecon.2026.5519

Autores/as

Alice Sabino Pereira Universidade Federal do Rio de Janeiro, Brasil https://orcid.org/0009-0002-7905-3107
Kaio Vital da Costa Universidade Federal do Rio de Janeiro, Brasil https://orcid.org/0000-0002-9390-0555

DOI:

https://doi.org/10.52292/j.estudecon.2026.5519

Palabras clave:

Investimentos estrangeiros diretos, internacionalização das empresas, empresas multinacionais

Resumen

Este estudo analisa a trajetória do Investimento Estrangeiro Direto (IED) chinês no Brasil entre 2017 e 2023, a partir da compatibilização de dados públicos. Essa metodologia visa superar limitações das fontes oficiais, como alta agregação e distorções geográficas, além de aperfeiçoar a análise setorial com a classificação dos investimentos pelo sistema brasileiro de contas nacionais. Foram identificadas cinco características do IED chinês no Brasil no período: (i) montante de USD $31.6 bilhões de investimentos realizados, formado majoritariamente por empreendimentos de elevado valor; (ii) comportamento oscilatório dos fluxos; (iii) predominância de entrada via fusões e aquisições com destino à indústria; (iv) crescimento recente dos setores de energias renováveis e carros elétricos; (v) potencial desses IEDs reforçarem a vantagem de powershoring do Brasil.

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Citas

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