21专访｜BCG董事总经理：金砖合作推动全球南方贸易增长

Group 1 - The 17th BRICS summit will be held in Rio de Janeiro from July 6 to 7, with China supporting Brazil as the chair for this year [1] - According to BCG, trade between China and global South countries is expected to grow by approximately 6% annually, which is double the global trade growth rate of about 2.9% [1][4] - The BRICS cooperation mechanism is seen as an important platform for emerging market countries and developing nations to strengthen unity and cooperation [2] Group 2 - There is a growing interest among global South countries, particularly in ASEAN and Africa, to join BRICS, indicating the platform's significance for middle-income economies [2] - Chinese companies are increasingly pursuing international expansion, with a notable trend in various sectors beyond technology, including fast-moving consumer goods and durable goods [2][6] - The expansion of BRICS is expected to inject new momentum into cooperation and development among global South countries, providing new opportunities for Chinese enterprises [2][5] Group 3 - The global trade landscape is shifting, with China becoming a key trading partner for many countries in the global South, as evidenced by 63 out of 133 members of a representative group having China as their largest trading partner [4][5] - The BRICS countries are projected to become significant players in global oil production, enhancing their economic influence [5] - The rise of Chinese companies in the global South market is expected to provide consumers with more diverse choices and richer product categories [6] Group 4 - The geopolitical risks are increasing, and Chinese companies need to enhance their resilience and establish "geopolitical muscle" to navigate the complex international environment [3][11] - Companies are advised to diversify their supply chains and establish buffer capacities to mitigate risks associated with geopolitical tensions and trade uncertainties [12][13] - The importance of strategic decision-making is emphasized, as companies should not wait for normalcy to return but rather act proactively to seize innovation opportunities [3][11]