“不出海，就出局”：浦东高端制造的全球化生存逻辑

Core Insights - The restructuring of global supply chains has made "going abroad" a necessity for survival rather than an option for Chinese manufacturers, driven by geopolitical fluctuations and compliance challenges [1][3][15] - Shanghai's Pudong Jinqiao industrial cluster is leveraging "marginal innovation" to transition from single product exports to a collaborative ecosystem, showcasing a new path for globalization [1][16] - The shift from "product output" to "system capability output" reflects a significant upgrade in China's manufacturing, providing a model for emerging economies to enhance their industrial competitiveness [1][16] Company Summaries - Shanghai Haier Electric Co., a leading air conditioning compressor manufacturer, has expanded its overseas presence, establishing factories in India and Thailand to adapt to local market demands and production requirements [3][8] - Kaizhong Co., a supplier in the automotive sector, has initiated overseas production to meet customer demands for supply chain security, with a focus on North America and Europe, and has achieved profitability in its Mexican operations [4][7] - Milkwell, a comprehensive supply chain service provider, is capitalizing on the growing demand from both global chemical giants and emerging Chinese companies, offering end-to-end services and digital solutions to enhance supply chain efficiency [5][11] Industry Trends - The trend of "going abroad" is increasingly driven by the need for supply chain security and the pursuit of higher profit margins in overseas markets, particularly for high-end manufacturing sectors [3][4] - The impact of the U.S.-China trade war has prompted companies to establish overseas production to mitigate rising tariffs, with firms like Kaizhong adapting their strategies to maintain competitiveness [5][15] - The establishment of the Pudong New Area's comprehensive service center for enterprises going abroad is facilitating international expansion by providing a range of support services, including market research and compliance assistance [15][16]