李陟：判断海外市场是否有机会，不妨先看看企业家们是否用脚投票

Core Insights - The "2025 China Enterprises Going Global Summit" was held in Shenzhen, focusing on creating a high-end platform for Chinese companies to address challenges in international expansion and explore collaborative transformation paths in the context of global industrial chain restructuring [1] Group 1: Market Insights - The Middle East is identified as a popular region for Chinese enterprises to expand, characterized by significant market diversity and varying economic fundamentals across countries [2] - For instance, Turkey's annual deposit interest rate is around 50%, reflecting substantial currency depreciation over the past three years [2] - The presence of nearly 300,000 Chinese individuals in Dubai compared to only about 1,500 Chinese enterprises in Turkey indicates differing levels of market opportunity [2] Group 2: Strategic Positioning - Companies are encouraged to shift their perspective on "going global" from merely exporting products to positioning themselves as global companies, with China being just one part of the global market [2] - Emerging markets such as the Middle East, Southeast Asia, Latin America, and Africa should be included in the strategic landscape for global expansion [2] Group 3: Operational Considerations - It is normal for companies to not turn a profit in the first year of international expansion due to the need for localization and adaptation to unfamiliar markets [2] - Companies should prepare for a potential 20% increase in operational costs in the first year, even in culturally similar regions like Southeast Asia, and aim to control costs to match domestic levels within three years [2] Group 4: Industry Trends - Two key patterns in China's industrial overseas expansion are identified: industry clusters going abroad and a phased approach to market entry [3] - The evolution of the ASEAN class at Cheung Kong Graduate School of Business illustrates the stages of overseas expansion, from passive capacity transfer to active risk diversification and brand development [5] Group 5: Middle East Market Dynamics - Companies should consider the significant influence of the U.S. and Western countries in the Middle East, as well as the strengthening ties between China and the region [5] - Middle Eastern countries are pursuing economic diversification away from energy dependence, presenting long-term opportunities in sectors like digital economy and green energy [5] - The high proportion of young people in the Middle East indicates a growing consumer market, which is an important factor for companies to monitor [5]