Annual Inquiry into Foreign Direct Investment, 1996-2019: Secure Access

The <i>Annual Inquiry into Foreign Direct Investment</i> (AFDI) collects financial data concerning Foreign Direct Investment (FDI). The survey is conducted in two parts: the inward FDI relates to foreign investment into the UK from foreign parent or subsidiary companies, while the outward FDI relates to investment by UK-based companies to their overseas parents or subsidiary companies. In particular, the AFDI surveys UK companies about their relationship with oversees affiliates in terms of flows of investment, earnings from investment and international investment positions. Companies are restricted to those where the foreign investment amounts to at least 10 percent of the ordinary shares or voting power.<br>
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Two files are available for each year: for inward and outward FDI, respectively. Data on earnings for subsidiaries and branches are available, as well as transactions between UK companies and their foreign subsidiaries or parent companies, including transfers of capital.<br>
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These data are useful to researchers who wish to analyse the relationship between UK companies and overseas-based parent companies or subsidiaries. The data are also useful for broader research into firm-level activity and foreign direct investment.<br>
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Surveys are sent to enterprise group 'heads' (i.e. the headquarters of a company, which in turn may own a number of smaller companies) based in the UK. The register from which the firms are sampled comes from sources including HM Customs and Revenue, Dunn and Bradstreet's 'Worldbase' system, and ONS inquiries on Acquisitions and Mergers. Sampling is stratified and based on the value of the net investment position of the foreign affiliates (outward FDI) or the UK group (inward FDI). The sample is heavily weighted towards larger enterprise groups, which account for the vast majority of FDI assets. The largest firms all receive the survey forms, while only a proportion of the smaller firms receive the forms. The sample is rotated each year for the smaller firms. <br>
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Data are collected on both the UK company and its foreign affiliate(s), which may be the overseas-based parent company or an overseas-based subsidiary.<br>
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<i>Linking to other business studies</i><br>
These data contain Inter-Departmental Business Register reference numbers. These are anonymous but unique reference numbers assigned to business organisations. Their inclusion allows researchers to combine different business survey sources together. Researchers may consider applying for other business data to assist their research.<br>
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<i>Latest edition information</i><br>
For the eighth edition (July 2021), the data files for 2017 have been updated, and the provisional data files for 2018 and 2019 have been added to the study. <br>

《年度外国直接投资调查》（Annual Inquiry into Foreign Direct Investment，AFDI）收集与外国直接投资（Foreign Direct Investment，FDI）相关的财务数据。该调查分为两部分：流入FDI涉及外国母公司或子公司对英国的投资，而流出FDI涉及英国企业对其海外母公司或子公司的投资。具体而言，AFDI调查英国企业与其海外关联方在投资流动、投资收益及国际投资头寸方面的关系。纳入调查的企业需满足外国投资占其普通股或投票权至少10%的条件。<br> <br>每年提供两份文件，分别对应流入和流出FDI。数据涵盖子公司及分支机构的收益，以及英国企业与其外国子公司或母公司之间的交易（包括资本转移）。<br> <br>这些数据对希望分析英国企业与海外母公司或子公司关系的研究人员具有价值，也可用于企业层面活动及外国直接投资的更广泛研究。<br> <br>调查对象为英国境内企业集团的“总部”（即公司总部，可能拥有多家子公司）。企业抽样的登记册来源包括英国税务海关总署、邓白氏（Dunn and Bradstreet）的“Worldbase”系统，以及英国国家统计局（ONS）的并购调查。抽样采用分层方式，依据外国关联方（流出FDI）或英国集团（流入FDI）的净投资头寸价值确定。样本严重倾向于大型企业集团（它们占FDI资产的绝大多数）。最大型企业均会收到调查问卷，而仅有部分小型企业会收到。小型企业的样本每年轮换。<br> <br>数据同时收集英国企业及其外国关联方（可能是海外母公司或海外子公司）的信息。<br> <br>《与其他商业研究的关联》<br>这些数据包含跨部门商业登记册参考编号。这些编号是分配给商业机构的匿名且唯一的标识，其存在使研究人员能够整合不同商业调查来源的数据。研究人员可考虑申请其他商业数据以辅助研究。<br> <br>《最新版本信息》<br>第八版（2021年7月）更新了2017年的数据文件，并新增了2018年和2019年的临时数据文件。&nbsp;<br>