“不出海，就出局”：浦东高端制造的全球化生存逻辑丨出海观察

Core Viewpoint - The article emphasizes that "going global" has become a necessity for survival in the context of global supply chain restructuring, with Chinese high-end manufacturing in Pudong, Shanghai, leading the way through "marginal innovation" and collaborative ecosystems [1][2]. Group 1: Industry Trends - The global trade landscape is shifting, with supply chain security becoming a critical consideration, while high margins in overseas markets are accelerating the international expansion of high-end manufacturing sectors [3]. - Companies like Shanghai Haier Electric, a leading air conditioning compressor manufacturer, have benefited from WTO membership, with over 40% of their business being international [3]. - The automotive supplier Kaizhong has been expanding overseas, with a focus on North America and Europe, driven by customer demands for supply chain security and market opportunities [4][6]. Group 2: Company Strategies - Haier Electric has established overseas factories, including one in India and a flexible production line in Thailand, adapting to local investment policies [3]. - Kaizhong's overseas strategy includes building a factory in Mexico, which has recently achieved monthly profitability, and a factory in Morocco set to begin production by the end of 2026 [4][6]. - Milkwell, a leading intelligent supply chain service provider, is capitalizing on the demand from both global 500 companies and rapidly growing domestic chemical firms, offering end-to-end services and digital solutions [5][12]. Group 3: Regulatory and Compliance Challenges - The U.S.-China trade war has significantly increased tariffs on Kaizhong's products, prompting the company to establish overseas production to maintain competitiveness [6][7]. - Haier Electric's recent achievements in obtaining international certifications enhance its compliance capabilities and facilitate smoother entry into global markets [8][9]. Group 4: Ecosystem and Government Support - The Pudong New Area has initiated various support programs, including a comprehensive service center for companies going global, which provides market research, investment project support, and risk management [13][14]. - Government agencies have shifted from being regulators to enablers, offering tailored services that reduce institutional costs for companies venturing abroad [14][15].