中企“出海热”的冷思考：要有长期规划，不要把出海当跳板

Core Insights - The trend of Chinese companies "going global" is driven by the need to avoid tariffs in markets like the U.S. and to seek new growth opportunities outside of China [4][6] - The release of the "White Paper on Financial Services for Enterprises Going Global" highlights both opportunities and challenges in the context of Sino-Thai cooperation [3][4] Group 1: Investment Trends - ASEAN countries have become the preferred destination for many Chinese enterprises, with ASEAN now being China's largest trading partner [4] - From 2020 to 2024, China's cumulative greenfield investment in ASEAN's manufacturing sector is projected to reach $65.91 billion, with $42.26 billion (64.1%) allocated to the "new three types" of industries: new energy vehicles, lithium batteries, and photovoltaics [4][6] Group 2: Local Concerns - The presence of Chinese companies in Thailand has raised concerns among local businesses, particularly regarding competitive pricing that threatens the survival of Thai SMEs [5][6] - Chinese enterprises often rely on domestic supply chains and do not sufficiently engage with local suppliers, which has led to criticism from the Thai business community [6] Group 3: Recommendations for Chinese Companies - Chinese companies are advised to avoid treating foreign markets merely as a "springboard" for tax evasion or re-exporting, and instead, they should develop long-term strategies that align their growth with local development [6][9] - Experts suggest that both Chinese and Thai entities need to adapt to each other to foster better business relations and mutual understanding [6][9] Group 4: Financial Ecosystem - The financial ecosystem supporting Chinese enterprises in Thailand is characterized by fragmentation and high costs, with 73% of surveyed large enterprises indicating that financing costs in Thailand are higher than in China [9] - Recommendations include modernizing regulations, improving cross-border payment infrastructure, and enhancing collaboration with Chinese financial institutions to create a resilient and efficient investment ecosystem [9]