Core Viewpoint - The Chinese manufacturing industry, positioned in the global supply chain, faces dual pressures from downstream ESG evaluations in Western markets and concerns from upstream resource-rich countries regarding "neo-colonialism" [1] Group 1: Industry Challenges - Chinese companies expanding into remote or underdeveloped regions encounter strict policies and regulations, alongside significant challenges related to resource nationalism, which has been on the rise [3] - Geopolitical instability has led to various policy and supply chain issues, with threats to personal safety from kidnapping and theft in turbulent regions, resulting in longer timeframes and increased cost pressures for companies [3][4] Group 2: Corporate Responsibility and ESG - Companies must ensure compliance with local laws and regulations, understand cultural differences, and align their standards with international markets to manage risks effectively [3] - In regions with weak governance, companies often have to assume responsibilities typically held by local governments, such as community development and infrastructure [4] - There is a misconception among many investors that ESG risks are minimal in underdeveloped areas, while in reality, these regions often have historical legal frameworks that are not enforced effectively [5]
中国矿企出海开垦“荒野”,如何规避风险?