CJS(SH:600176) Zheng Quan Shi Bao·2025-07-07 17:57Core Viewpoint - Chinese material companies are accelerating their global market expansion through a three-pronged approach of "technological breakthroughs, green transformation, and scenario revolution" [1] Group 1: Technological Breakthroughs - Over the past 20 years, Chinese material companies have made significant advancements, achieving large-scale production and technological breakthroughs in key areas such as photovoltaic panels and rare earth permanent magnets [2] - The electric porcelain insulator produced by China National Materials Jiangxi Electric Porcelain Co., Ltd. has successfully penetrated the U.S. market despite tariffs, with a global market share of approximately 10% for 110kV and above insulators [2][3] - Continuous investment in R&D and strict quality control have enabled Chinese electric porcelain companies to gain international market trust, with many products meeting international advanced standards [3] Group 2: Green Transformation - The EU carbon tariff is driving low-carbon practices in Chinese materials, with companies like China Jushi establishing the world's first zero-carbon fiberglass manufacturing base, achieving 100% green production [4] - The wind power project associated with Jushi's facility generates over 600 million kWh annually, enough to power 150,000 households, showcasing the company's commitment to sustainability [4] - The green competitiveness of Chinese materials is becoming essential for international market participation, with 95% of surveyed foreign companies planning to achieve decarbonization in China by 2050 [5] Group 3: Scenario Revolution - Chinese material companies are shifting from single product trade to providing comprehensive system solutions, enhancing their role from mere suppliers to value-added service providers [6] - China National Materials International Engineering Co., Ltd. leverages its complete industrial chain to offer global clients a full range of services, enhancing competitiveness [6] - The cross-border e-commerce model developed by China National Building Material Group integrates logistics and distribution, creating new international pathways for resource collaboration [6] Group 4: Strategic and Tactical Innovations - To navigate the "Outward Expansion 3.0" era, Chinese material companies must innovate both strategically and tactically, focusing on carbon neutrality and leveraging carbon tariff pressures as opportunities for industrial restructuring [7] - Emphasizing detailed management of product carbon footprints and establishing data recognition mechanisms with European green certification bodies can mitigate compliance risks [7] - Digital upgrades in production processes, such as blockchain technology for carbon information transparency, can enhance supply chain bargaining power and optimize ASEAN supply chain layouts [7]