中国出海企业协作联盟：中企出海可以关注海外基建市场

Group 1: Infrastructure Market Opportunities - Chinese companies are concerned about entering overseas infrastructure markets, but there are opportunities if they meet local demands and standards [1] - Major economies are significantly increasing government spending, with a portion directed towards infrastructure construction, presenting a market for Chinese enterprises [1] - The global power grid is experiencing a new wave of investment, with a market space worth several hundred billion; European grid companies are expected to invest an average of €26.7 billion annually from 2024 to 2026, a 61% increase from 2023 [1] - Exports of electrical equipment from China have seen rapid growth, with export amounts exceeding $44.1 billion, a 20% year-on-year increase [1] Group 2: Real Estate and Waste Management Opportunities - The overseas real estate market presents new opportunities due to a shortage of housing in major economies, contrasting with the limited new construction in the domestic market [2][3] - California faces a housing shortage of 3.5 million units, indicating a significant demand for housing [3] - The waste management industry also offers market opportunities, with over 2,000 waste-to-energy plants globally; Chinese companies can consider expanding their business overseas due to domestic waste management challenges [3] Group 3: Strategic Recommendations for Chinese Companies - Companies should strengthen cooperation with local stakeholders and share development benefits [4] - A shift in mindset is necessary; companies should not compare overseas costs with domestic costs, as competition occurs among overseas factories [4] - The overseas market is characterized by high premiums rather than being cost-driven, suggesting greater profit potential despite higher labor costs [5]