以下文章来源于海湖策 ，作者陈归辞 海湖策 . 做最深度最前沿最有意思的长三角观察者。专注地区政经动态和行业一线，挖掘沪苏浙皖新机遇。 记者丨陈归辞 编辑丨陈洁 面对全球产业链与供应链格局重塑、国内产业转型升级的双重挑战，作为外资外贸大省的江 苏，要怎么应对？ 近日，21世纪经济报道记者跟随"活力中国调研行"江苏主题采访活动深入多地调研发现，江苏 不仅搭建起一批重点国别合作平台，更在聚焦关键产业和吸引外资方面取得扎实成效。从政策 支持到产业生态，从金融赋能到规则对接，再到城市文化与人员交流的多维融合，江苏正以深 层次联结，构建起一张张富有韧性的合作网络。 外资，早已深度融入江苏的产业发展进程，并伴随这片土地的成长而不断演进，其定位从早期 的技术引进与本土协同，逐步转向立足江苏、服务本土、辐射全球的新格局。在这一过程中， 政府积极引导外资加快转型步伐，推动其向技术创新、智能化与绿色化方向升级。 现阶段，江苏正将目光聚焦先进制造业、现代服务业、高技术产业等关键领域，加大力度吸引 优质外资参与强链、补链、延链。外资在江苏的角色，也由此迎来新一轮深刻演变。 资料图片 根据江苏省商务厅数据，2024年江苏实际使用外资1 ...

康路 2025年9月16日，星巴克首席执行官布莱恩·尼科尔（Brian Niccol）在纽约一次活动上，大谈"星巴克复 兴计划"。此后，主持人突然发问，"中国连锁企业瑞幸咖啡凭借基于Uber的交易模式快速发展。这家企 业有你欣赏的地方吗？" （图：瑞幸门店不远处，星巴克秋季新品 的大幅广告） 数字赋能，"咖啡外衣"下的平台玩法 和星巴克创始人霍华德所畅想的将意式咖啡馆带到全球，推崇"第三空间"的打法不同，瑞幸的快速增长 来自于借鉴打车软件Uber的数字化平台模式，通过App线上交易重构传统咖啡零售的"人货场"关系。 用户必须通过线上完成所有下单支付流程，使瑞幸得以全面了解消费数据，在此基础上实施激进的补贴 策略，以"首杯超低价""买二送一"等营销手段快速获取市场份额，培养用户习惯。 依托数字化交易产生的海量数据，瑞幸在中国实现了精准化运营和极致效率提升。通过分析用户消费行 为，瑞幸能够进行精准选址、爆品研发和预测式订货，极大降低了传统零售业的决策不确定性和运营成 本。这种数据驱动模式使其能够在保持低价的同时优化成本结构，为可持续发展奠定基础。 不同于星巴克的"第三空间"大店模式，瑞幸主打小型快取店，显著降低了 ...

Group 1 - The 2025 China International Service Trade Fair, themed "Digital Intelligence Leading, Service Trade Renewed," was held in Beijing from September 10 to 14 [1] - KPMG China released a report highlighting that Chinese companies face challenges in the global supply chain due to a lack of understanding of international trade rules and compliance mechanisms [1] - The report emphasizes that greenfield investment is becoming a key strategy for Chinese companies to expand overseas markets beyond mergers and acquisitions [1] Group 2 - The report indicates a shift in the industrial structure of Chinese outbound investment from traditional manufacturing to high-tech and low-energy sectors, particularly in digital economy and green energy [2] - Significant regional trends in greenfield investment have emerged, with Southeast Asia, Europe, and the Middle East becoming core destinations for Chinese companies [2] - Companies are advised to proactively seize strategic opportunities while also focusing on risk prevention in areas such as investment location, subsidy applications, and cross-border data security [2]

Core Insights - Burger King China is implementing a "quality improvement and efficiency enhancement" strategy for its store network, focusing on expanding in key business districts of first and second-tier cities, with plans to open 40-60 new stores while closing underperforming ones [1] - The total number of Burger King stores in China is approximately 1,300, and the current strategic adjustments aim to further enhance store profitability and brand competitiveness [1] - The brand's owner, Restaurant Brands International Inc., announced full ownership of Burger King China in February, leading to an accelerated localization process with the addition of four experienced executives to the core management team [1] - Rafael Odorizzi, CEO of Burger King China, highlighted that the new local team has driven better-than-expected performance in Q2, ending several quarters of negative same-store sales growth and achieving positive growth for the first time [1] - The improved performance reflects the execution and adaptability of the localized team, as well as the influence of Burger King's product strength [1]

Core Insights - Baozun E-commerce reported a significant year-on-year revenue growth of 35% for its brand management business BBM, reaching 398 million yuan, indicating a clear profitability path and improved operational efficiency [1][3] - GAP's business in Greater China has undergone a transformation under Baozun's management, with a focus on localization and innovation, leading to a rapid expansion of its store network and sales performance [3][4] Group 1: Financial Performance - BBM's revenue for the second quarter of 2025 reached 398 million yuan, marking a 35% increase year-on-year [1] - GAP's strong performance has directly contributed to the revenue growth of Baozun's brand management business [3] Group 2: Business Strategy - GAP's business in Greater China has expanded to 172 stores, with a focus on penetrating new first-tier and second-tier cities, as well as emerging regions like Kashgar [3] - The brand has implemented a localized operational strategy, optimizing product offerings based on Chinese consumer preferences and lifestyle needs [4][5] Group 3: Marketing and Cultural Engagement - GAP has engaged in collaborations with local cultural IPs and trendy brands to resonate with Chinese consumers, achieving significant marketing exposure [5][9] - The brand has utilized music and dance as a means to connect with younger generations, enhancing its cultural relevance and brand image in China [8][9] Group 4: Supply Chain and Operational Efficiency - GAP has established a collaborative strategy that integrates supply chain, product, and channel management, achieving over 70% localization in design and production [5] - The brand has reduced the product development cycle to as short as six weeks, enhancing its responsiveness to market demands [5]

Group 1 - The IFA 2025 event in Berlin will showcase the latest AI technologies and products from Chinese home appliance brands, highlighting their technological leadership and overseas market performance [1][2] - Chinese companies are shifting from merely exhibiting products to becoming key definers and promoters of relevant technologies, integrating "proactive intelligence" and "full connectivity" into their offerings [2][3] - The three major trends observed in the overseas market for home appliance companies include AI becoming a standard feature, green intelligence enhancing export competitiveness, and scenario integration breaking industry boundaries [3] Group 2 - Chinese home appliance brands are increasingly leveraging international sports events for marketing, enhancing their global brand influence [4] - Companies are transitioning from "export trade" to "localized operations," strengthening both their soft and hard power in international markets [4][5] - The overseas performance of home appliance companies has become a highlight, with TCL reporting overseas revenue of 7.247 billion yuan, a year-on-year increase of 8.99%, and Haier's overseas revenue reaching 79.079 billion yuan, accounting for 50.53% of total revenue [6]

Market Opportunities - India has a population of over 1.4 billion, with a high proportion of young people, indicating significant consumer market potential [3] - The annual GDP growth rate in India is around 7%, showcasing strong economic potential [3] - The growing middle class in India is increasing purchasing power, leading to higher demand for quality, brand recognition, and innovative products [3] - The Indian government is actively improving infrastructure, including logistics and digital payment systems, to support economic development [3] Risks and Challenges - The process of company registration and factory establishment in India involves several key steps, which can be complex [4] - Companies need to obtain various licenses and permits to operate, including factory operating licenses, fire safety certificates, and environmental permits [5] - The tax system in India is complicated, with both central and state tax systems, leading to compliance challenges for foreign companies [6][7] - Infrastructure issues, such as outdated transportation and power systems, contribute to high logistics costs and operational difficulties [4] - The local supply chain is underdeveloped, making it challenging for companies to establish localized production [4] Compliance and Localization - Localized operations are crucial for success in the Indian market, which includes hiring local talent and adapting to cultural differences [6] - Companies should establish partnerships with local suppliers to reduce operational costs and improve responsiveness [6] - Understanding and adapting to the complex tax system, including the Goods and Services Tax (GST) and corporate tax regulations, is essential for compliance [7] Strategic Recommendations - Companies should closely monitor policy changes and seek legal advice to navigate the evolving regulatory landscape [9] - Diversifying investments and focusing on manufacturing and renewable energy sectors can mitigate risks associated with sensitive industries [11] - Engaging in proactive legal defense and communication with the Indian government can help companies address challenges effectively [11] - A cautious approach to new investments and acquisitions in India is advisable, considering the current regulatory environment [11]

Core Viewpoint - The KTV industry in China is facing significant challenges, with a closure rate exceeding 70% and total revenue shrinking by 62.5% from 2014 to 2023, while Star Party KTV is expanding and entering the Japanese market, viewing overseas expansion as essential for growth [6][7][8]. Industry Overview - The number of KTV outlets in China has decreased from 120,000 in 2014 to less than 40,000 by 2024, with total industry revenue dropping to 15 billion yuan [6]. - The demographic shift in KTV consumers shows a decline in the 18-35 age group from 78% in 2015 to 28% in 2023, while the 60+ age group increased from 5% to 35% [6]. - Japan's KTV market is valued at approximately 214 billion yuan in 2023, with about 110,000 dedicated KTV venues [7]. Market Dynamics in Japan - The offline economy in Japan remains robust, with minimal impact from online alternatives, and KTV brands continue to open new locations [8][9]. - Socializing after work is crucial for Japanese professionals, contributing to the sustained popularity of KTV venues [9][10]. - The high incidence of depression and suicide in Japan has created a demand for stress relief, positioning KTV as a preferred outlet [10]. Star Party KTV's Strategy - Star Party KTV aims to differentiate itself in Japan by not merely replicating local brands but by creating a "new species" of KTV that targets higher-end consumers [14][17]. - The company plans to offer unique experiences such as birthday packages, business meeting venues, and a blend of singing and dancing to attract higher spending customers [18][19][20]. Operational Adjustments - Star Party KTV is enhancing its service model by providing modern facilities, improved customer service, and a more engaging atmosphere compared to traditional Japanese KTVs [21][22]. - The marketing strategy will leverage online platforms like Instagram and Facebook, moving away from traditional offline methods [22][23]. Localization Efforts - The company has localized its team structure, with 80% of employees being Japanese, to reduce cross-cultural communication barriers [26]. - Star Party KTV has adapted its pricing strategy to accommodate both Chinese and Japanese consumer preferences, implementing a per-person pricing model [29]. Cost Considerations - Entering the Japanese market involves high costs, with renovation expenses being five times higher than in China and significant initial rental deposits required [34][35]. - The company is addressing the challenges of securing property in Japan by partnering with established local firms to enhance credibility in negotiations [35]. Future Expansion Plans - Star Party KTV aims to open 300 overseas locations within three years, with plans to expand into markets like Malaysia and Indonesia, and potentially into Europe and the U.S. [35].

Project Overview - The project aims to establish an overseas production base for Gujia Home Furnishing in Kendal Industrial Park, Semarang, Central Java, Indonesia, including new production workshops, R&D and testing facilities, warehouses, and necessary equipment [1] - The total land area for the project is 195,600 square meters, with a planned total construction area of 330,800 square meters, and the overall construction period is approximately 4 years [1] - Upon full completion, the project is expected to achieve an operating income of approximately 2.52 billion yuan within 3 years [1] Funding and Investment - The total investment for the project is estimated at 1.1237285 billion yuan, with a detailed breakdown of investment allocation provided [1] - The actual payments will be made in Indonesian Rupiah, which may lead to exchange rate discrepancies [1] Market Necessity - Since 2018, the international trade landscape has been volatile, with ongoing US-China trade tensions, necessitating a more diversified global supply chain [1] - The project is essential for enhancing the company's global base layout to better respond to uncertainties in international trade policies and industry dynamics [1] Competitive Positioning - The overseas market has been crucial for the company's growth, with the global export scale of MBC (Made By China) soft furniture maintaining the industry lead in 2024 [2] - The project will enable rapid expansion of production capacity, improve efficiency, and shorten delivery times, thereby enhancing the company's competitiveness in the soft furniture sector [2] Global Strategy - The company’s strategy emphasizes "global deepening," leveraging local advantages in various countries to optimize the entire value chain [3] - This approach aims to enhance local operations and multi-chain capabilities, ensuring effective resource allocation and sustainable business growth [3] Market Demand - The global demand for soft furniture continues to grow, with the market reaching 73.2 billion USD in 2023, primarily driven by the Asia-Pacific and North American regions [3] - The project will serve as a strategic foothold for further market expansion, particularly in Europe and Southeast Asia, enhancing the company's international market presence [3] Location Advantages - Indonesia's strategic location as a transportation hub between Asia and Oceania provides significant market access [4] - The Indonesian government offers favorable policies for foreign investment, including tax incentives and reduced operational costs, which will benefit the project [4] Operational Experience - The company has accumulated substantial experience in overseas operations since 2018, having established bases in Vietnam, Mexico, and the USA, which have contributed significantly to its growth [5] - Continuous efforts are made to localize operations in various countries, enhancing supply chain stability and security [5] Project Timeline - The project is scheduled to commence in Q3 2025, with a total construction period of approximately 4 years, and partial operations expected to begin in the second year of construction [5] Equipment and Technology - The project will utilize advanced, efficient, and energy-saving production and testing equipment [5] - Core technologies and processes will be based on the company's best practices, incorporating automation and intelligent production systems [5] Resource Supply - Key raw materials include leather, sponge, wood, and fabric, with stable long-term partnerships with suppliers [6] - The main energy sources will be water and electricity, provided by the local supply systems [6] Economic Benefits - The project is expected to significantly enhance the company's operational efficiency and market share in the global soft furniture market [6]

Core Insights - TUMI has opened its first flagship store in China, located on Nanjing West Road in Shanghai, and plans to expand its market presence further [1][3][7] - The opening of the flagship store marks TUMI's confidence in the Chinese market, reflecting a growing demand for high-quality products with deeper meanings and emotional connections [3][5] Group 1 - TUMI is celebrating its 50th anniversary this year and aims to open more stores while conducting region-specific activities [3] - The brand currently has over 20 stores in China, with three new stores opened in first-tier cities last September, including one in Shanghai [3] - The choice of Shanghai for the flagship store is due to its diverse consumer base and its status as a leader in fashion and culture [3][5] Group 2 - TUMI is adapting to the digital trends in China by engaging in e-commerce live streaming on platforms like Douyin and Xiaohongshu while maintaining its brand image based on quality and innovation [5] - The flagship store features a unique open VIP area and creative material display walls, allowing consumers to experience TUMI's innovative material technology [7] - TUMI has expanded its lifestyle product line to include items like cigar boxes, sunglasses, and personalized handbags, enhancing the shopping experience with quick customization options [7] Group 3 - The brand has appointed Chinese actor Wei Daxun as its brand ambassador for the Asia-Pacific region, reflecting its commitment to the local market and new generation consumers [7] - The flagship store's opening signifies a new chapter for TUMI's business in China and Asia, showcasing the brand's confidence in the market [7]