【招银研究|行业深度】出海之全球趋势篇——破局立势：中国产业出海谋跃迁，书写全球经贸新变局

Economic Landscape - The world economy is becoming multipolar, with China representing emerging power [2][5] - Emerging markets and developing countries are experiencing a collective rise, leading to a more balanced global economic map [8][9] - The economic order determines international division of labor, with the US as a major consumer country and China as a leading manufacturing country [12][16] Industry Expansion - The trend of Chinese enterprises going abroad is driven by economic growth and industrial upgrading [24][50] - Historical analysis shows that significant trade expansion typically follows economic growth, supported by education, technology, and production competitiveness [24][25] - China's industrial upgrade is characterized by a transition from product export to capacity and standard export [57][65] Trade Order - A new regional trade order is forming, with China leading the development of RCEP [81][82] - The existing WTO framework is becoming less suitable for the new economic landscape, prompting the emergence of regional governance models [82][87] - South-South trade has seen significant growth, indicating a shift in reliance from traditional trading partners [82][83] Financial System - The global financial ecosystem is evolving towards a multipolar coexistence, with opportunities for the internationalization of the Renminbi [3][5] - The changing global economic order is pushing towards a diversified monetary system, with the Renminbi's internationalization gaining momentum [3][5] Business Recommendations - The report suggests that companies should focus on the evolving landscape of international trade and finance to identify new opportunities [4]