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毕马威中国:未来“出海”企业应从“中国+1”模式向“+N”模式扩展
Bei Jing Shang Bao·2025-05-08 14:13

Core Insights - The report by KPMG China highlights the need for companies to diversify production across multiple regions to mitigate systemic risks from sudden policy changes in target countries, suggesting a shift from the "China+1" model to a "+N" model for overseas expansion [1] - The report focuses on the renewable energy sectors such as photovoltaics, energy storage, and wind power in the key markets of Europe and the United States, analyzing the policy environment, market demand, and competitive landscape [1] - KPMG emphasizes that the global energy transition presents both opportunities and challenges for Chinese renewable energy companies, with the European and American markets being critical battlegrounds due to their clear policy direction, strong market demand, and high barriers to technological innovation [1] Industry Analysis - Chinese renewable energy companies possess advantages such as a complete industrial chain, excellent production efficiency, and cost control, which are crucial in the context of a global consensus on sustainable and green energy transition [1] - The urgent need for smart and digital upgrades in European and American power grids is expected to create significant investment opportunities across the power industry supply chain [1] - The evolution of Chinese enterprises from merely exporting products to extending their reach into production, services, and supply chains reflects a strategic shift towards more integrated global operations [2] - Developed markets like Europe and the U.S. are attractive for Chinese renewable energy companies due to their mature markets, relatively stable policies, and well-established infrastructure [2] - Chinese companies are advised to thoroughly research the high regulatory and compliance requirements of developed markets and to conduct in-depth market assessments to establish systematic strategic planning and layout [2]