21世纪经济报道·2026-01-15 01:08Core Viewpoint - The article highlights the significant growth and transformation of Guangdong's manufacturing industry, emphasizing its role in global trade and innovation, particularly in the consumer electronics sector, showcasing a shift from manufacturing to intelligent manufacturing [1][2][3]. Group 1: Trade Growth and Performance - In 2025, China's total foreign trade import and export value reached 45.47 trillion yuan, a year-on-year increase of 3.8%, marking a historical high and maintaining its position as the world's largest goods trading nation [1]. - Guangdong province accounted for over 20% of the national total in foreign trade, with exports reaching 26.99 trillion yuan, growing by 6.1%, serving as the main driver of overall trade growth [1]. Group 2: Globalization of Guangdong Products - The globalization of "Guangdong goods" represents the deep integration of Guangdong's manufacturing industry into the global value chain, evolving from imitation to independent research and brand development [2]. - In the consumer electronics sector, companies like OPPO and vivo have over 60% of their sales from overseas, while Transsion Holdings has a staggering 90% from international markets [2]. - By 2025, BYD is expected to achieve approximately 1.05 million overseas sales, a 145% increase year-on-year, positioning itself among the top sellers in the new energy vehicle market [2]. Group 3: Evolution of Export Models - The export model of "Guangdong goods" is evolving from OEM/ODM and product exports to building independent brands and direct foreign investments [2]. - In the first half of 2025, China is projected to surpass the United States as the largest source of foreign direct investment globally, with greenfield investments establishing overseas production bases becoming a new characteristic [2]. Group 4: Technological and Cultural Integration - Guangdong enterprises are at the forefront of this trend, with companies like BYD establishing factories in countries such as Thailand and Hungary, and brands like Shein localizing production in Vietnam and Turkey [3]. - The new "Guangdong goods" integrate advanced technology, sustainable practices, and cultural elements, forming a cluster of high-value, intelligent products and services, transitioning from price competition to comprehensive competition based on quality, technology, and brand [3]. - The rise of "Guangdong goods" indicates a trend where innovation and efficiency, honed by a large domestic market, are influencing the global manufacturing landscape, positioning Guangdong as a precursor to China's transformation into a "global innovation hub" [3].