2025年第29周：跨境出海周度市场观察

Industry Environment - Chinese companies are accelerating their overseas expansion towards emerging markets and "Belt and Road" countries, despite facing increased scrutiny and trade barriers from Western nations [1][4] - The micro-drama industry has seen rapid international growth, reaching a user base of 576 million across over 200 countries, with successful cultural exports [1][3] - The photovoltaic and energy storage sectors are experiencing divergent paths due to recent U.S. policy changes, with energy storage benefiting from extended tax credits [4] Cross-Border E-commerce Trends - By 2025, cross-border e-commerce is expected to enter a "refinement" phase, with total import and export volume reaching 2.71 trillion yuan, and independent sites becoming a core vehicle for brand expansion [5] - Chinese beauty brands are leveraging cross-border e-commerce to meet rising global demand for DIY beauty products, focusing on localization and compliance [10][11] Chinese Brands Going Global - The next decade is seen as a golden period for Chinese brands to expand internationally, driven by global acceptance and manufacturing upgrades [9] - Chinese toy brands are innovating product forms and utilizing social media for market expansion, despite facing challenges in Southeast Asia and Japan [6][7] Automotive Industry Expansion - Chinese automotive companies are adopting a "deep cultivation" strategy in overseas markets, focusing on local production and smart driving technologies [8] - BYD plans to launch customized electric light vehicles in Japan by 2026, aiming to increase brand recognition in a competitive market [20] Food and Beverage Sector - Yuanqi Forest is successfully entering global markets with its health-oriented products, adapting to local tastes and compliance requirements [21][22] - Tea brand Chayan Yuesheng is entering the U.S. market through e-commerce, focusing on snacks and tea-related products rather than traditional tea [19]