构建“风向标”体系：中国企业出海，如何选择市场

Group 1: Market Selection Criteria - The report emphasizes a differentiated selection of markets based on industry characteristics, with low-end manufacturing focusing on labor costs and logistics efficiency, while high-end manufacturing prioritizes technological reserves and supply chain stickiness[3] - Vietnam maintains attractiveness due to its geographical position as a "land hub" despite rising labor costs, while Indonesia's "Golden Indonesia 2045" strategy highlights its growth potential and synergy with China's new energy sector[3] - A six-dimensional risk assessment framework is proposed, focusing on cultural, political, and economic risks, which includes political risk for long-term policy tendencies and legal risks for tail risks[3] Group 2: Economic Indicators and Regional Insights - Southeast Asian countries dominate due to labor cost advantages and manufacturing development, while Latin America benefits from proximity to North America, and Africa and Central Asia rise due to sustainable labor advantages[14] - The report outlines a quantitative evaluation system for low-end manufacturing, with key indicators such as average monthly income, labor force participation, and logistics performance index, each weighted to assess competitiveness[13] - High-end manufacturing evaluation includes innovation input and output indices, with a focus on GDP contribution from manufacturing and logistics performance, indicating a strong industrial foundation[18] Group 3: Risk Factors and Challenges - Key risks include uncertainties in overseas policies and compliance, market perception biases leading to operational risks, exchange rate fluctuations causing currency losses, and supply chain risks in overseas operations[45] - The report highlights the importance of assessing political risks, including government stability and foreign relations, as these factors significantly influence investment returns and risks[43] - The analysis suggests that understanding local market dynamics and consumer behavior is crucial to mitigate operational risks and ensure successful market entry[45]