Core Viewpoint - The acceleration of overseas expansion by listed companies is driven by policy support, technological innovation, and globalization strategies, with overseas business becoming a significant growth driver for performance [1] Group 1: Overseas Business Performance - In the first half of the year, 3,019 A-share listed companies reported overseas business revenue totaling 4.90 trillion yuan [1] - Companies with overseas business revenue exceeding 100 billion yuan include China National Petroleum Corporation, BYD, Midea Group, and Luxshare Precision [2] - BYD reported sales of 464,300 new energy vehicles overseas, a year-on-year increase of 128.25% [2] - Haier Smart Home achieved overseas sales revenue of 85.23 billion yuan, accounting for 46.88% of total revenue, with a year-on-year growth of 10.52% [3] Group 2: Market Expansion Strategies - The "going out" strategy of listed companies has evolved from merely exporting products to a more integrated approach involving local market penetration [3] - Localized teams are essential for meeting local demands and enhancing competitiveness in overseas markets [3] Group 3: Diversified "Going Out" Models - Companies are diversifying their overseas strategies to include production, technology, and capital expansion [4] - For instance, Sailun Group plans to invest 291 million USD in a tire production facility in Egypt, while BYD is set to establish a CKD factory in Malaysia [4] - Jiangsu Hengrui Medicine is collaborating with Merck Group for the commercialization of a drug, receiving an upfront payment of 15 million euros [4] Group 4: Capital Expansion - Hangzhou Guoli Microelectronics acquired 100% of Belgian company LUCEDA for 40 million euros, marking a significant move in capital expansion [5]
从“走出去”到“走进去” 海外业务扩张驱动上市公司业绩增长