核心议程与顶尖嘉宾阵容揭晓 过去十年，中国企业全球化进程完成三次历史性跨越：从依托劳动力红利的"成本驱动型" 商品出海，到借力资本杠杆 的"资源整合型" 跨国并购，再到以新能源、AI、数字技术为载体的"规则定义型" 标准输出。这场从"产品输出"到"生 态赋能"的质变，标志着中国角色正由全球产业链的跟随者转向规则共塑者。 当单边主义、贸易保护主义阴云笼罩全球供应链，技术封锁、碳壁垒、数据主权争端等新型贸易壁垒层出不穷，中国 企业的全球化征程面临前所未有的复杂挑战。 在此关键历史节点，由凤凰网主办的"2025中国企业出海高峰论坛"将于 6月28-29日在深圳隆重举行。论坛以"为开放的世界"为主题，旨在全球产业链深度重构之际，为中国企业搭建思想碰 撞、资源对接、规则对话的高端平台，系统性破解出海难题，探寻生态化、可持续的出海新路径。 大会参会报名平台于今日正式开启。 但另一方面，当中国智造巨轮驶向深海，地缘政治裂变与规则重构的巨浪已扑面而来： 全球产业链格局深度重构叠加地缘政治紧张，"效率优先"的全球化逻辑让位于"安全可控"的优先考量，区域化、近岸 化、友岸外包趋势加速显现。技术民族主义抬头，半导体、AI、新能源等 ...

Core Viewpoint - The popularity of floating management fee funds is on the rise, driven by structural opportunities in the A-share market and a positive long-term outlook for the Chinese economy and stock market [1][2]. Group 1: Fund Performance and Market Trends - Xingsheng Global Fund announced a subscription of 20 million yuan for its floating management fee fund, Xingsheng Global Hexi Mixed Fund, which officially launched on June 4 [1]. - Dongfanghong Asset Management's floating management fee fund, Dongfanghong Core Value Mixed Fund, reached its fundraising cap of 2 billion yuan within just six working days and ended its subscription early [1][2]. - Analysts believe that the recent structural opportunities in the A-share market and the clear long-term upward trend are significant factors contributing to the popularity of actively managed products [1]. Group 2: Economic and Market Outlook - Fund managers express optimism about the future of the Chinese economy and stock market, citing China's industrial advantages and international competitiveness as key growth drivers [1][2]. - The capital market reforms are underway, focusing on improving corporate governance and asset quality, which could enhance the stock market's role as a vehicle for existing wealth [2]. Group 3: Investment Directions - Fund managers are particularly bullish on innovation in pharmaceuticals and artificial intelligence (AI) as key investment areas [2][3]. - The current valuation of innovative pharmaceutical stocks is perceived to be significantly undervalued, with only about 50% of their fundamental value reflected in stock prices [2]. - AI is seen as a transformative force, with expectations that 2025 could mark a significant breakthrough in AI applications, similar to the impact of smartphones [3]. - Investment opportunities in AI are identified in three main areas: infrastructure for computing power, data element valuation, and industry-specific applications [3].

会议期间，凤凰网财经对话了阿联酋 BAGO 战略咨询公司（BAGO Strategy Consulting LLC）首席执行官巴迪尔·阿尔穆沙雷赫（Badir Almusharrekh），并就 中国企业出海阿联酋的现状与机遇、中阿在新能源与绿色技术领域的协同潜力等相关话题进行了深度交流。 在全球产业链深度重构与中国"双循环"战略协同推进的背景下，中国企业出海正迈向技术赋能与生态共建的新阶段。为助力中国科创企业开拓国际市场，由 北京国际技术交易联盟(NICTC)和金砖国家技术转移中心主办、P4中英精准医疗（北京）创新中心承办的"北京科技创新企业出海对接交流会"于2025年5月 30日在北京亦庄隆重举行。 本次活动聚焦生物医药、人工智能等前沿领域，特邀阿联酋、墨西哥、俄罗斯、南非等国家驻华机构代表、产业园区负责人及国际投资专家参会。通过政策 解读、案例分享、资源对接及企业路演四大板块，深度解析国际市场规则，分享实战经验，搭建高效合作通道。北京经济技术开发区科产局及商务金融局担 任指导单位，凤凰网作为特邀媒体协办单位，共同推动中国高新技术企业实现国际化突破。 巴迪尔强调，这些合作完美融合了中国的专业优势与阿联酋构建 ...

Core Viewpoint - The article discusses the evolving landscape of Chinese companies going global, emphasizing the shift from merely exporting products to a more integrated approach that focuses on deep localization and sustainable globalization in response to challenges such as trade protectionism and compliance risks [2][10]. Summary by Sections Current Trends in Globalization - In the first quarter of 2025, China's "new three samples" (new energy vehicles, lithium batteries, and photovoltaic products) exported over $47.7 billion [2] - The global short drama market saw nearly $700 million in in-app purchases in Q1 2025 [2] - Chinese innovative pharmaceuticals achieved a total export transaction amount of $45.5 billion from the beginning of the year [2] - Various sectors, including smart manufacturing, cross-border e-commerce, gaming, patents, and business travel services, are expanding their global presence [2] Challenges and Opportunities - Companies face challenges such as trade protectionism, compliance risks, and cross-cultural management as they navigate the complexities of international markets [2] - The article highlights the need for companies to adapt to a new phase of "all-factor going global," which involves re-learning and integrating compliance, supply chains, organization, and branding [5][6] Insights from Industry Experts - Wu Xiaobo emphasizes the importance of "all-factor going global" as a significant opportunity for Chinese entrepreneurs over the next 20 years [4][5] - Tsunemi Junya points out the necessity for companies to integrate into local communities, drawing from Japan's historical experiences in overseas expansion [6] - Qin Shuo focuses on the balance between exports and overseas markets, advocating for resilience and flexibility in navigating the U.S. and non-U.S. markets [7] - Yang Yudong calls for a high-quality era of going global, where companies prioritize local market needs and value creation [7] - Shen Jin stresses the importance of innovation, craftsmanship, and humility as key factors for success in uncertain international environments [8] - Huang Zhaohua notes a shift in the annual keyword for overseas expansion from "persistence" to "breakthrough," indicating readiness for new challenges and opportunities [10][11] Upcoming Global Summit - The second Global Summit on Going Global will take place in Singapore on June 19-20, 2025, focusing on collaborative strategies for Chinese companies to navigate globalization [2][11] - The summit aims to explore how to innovate overseas models, achieve deep localization, and build supply chain advantages [11]

Core Viewpoint - The article discusses the evolving landscape of global supply chains and the opportunities and challenges faced by Chinese enterprises as they expand internationally, particularly in the context of changing U.S. tariff policies and the emergence of parallel supply chains [1][3]. Group 1: Parallel Supply Chains - The transition from globalization 1.0 to 2.0 has led to the establishment of "parallel supply chains" that seek to replace Chinese supply chains, with production moving to countries like Mexico, Vietnam, and India [4]. - The ideal scenario is for China to maintain its position as the main supply chain hub while having secondary chains overseas, which would be beneficial for China under the "China +1" strategy [4][5]. - The rapid development of parallel supply chains could lead to a decrease in production costs overseas, making it challenging for Chinese supply chains to compete [5]. Group 2: Key Capabilities in Supply Chain Defense - The "Three Forces Model" identifies control power, connection power, and design power as essential elements for navigating complex supply chains [6]. - Control power involves managing critical nodes in the supply chain, which is crucial for maintaining domestic production and employment [6][7]. - Connection power highlights the strength of relationships between enterprises, which is a significant advantage for Chinese manufacturing [7][8]. - Design power refers to the ability to strategically plan and design supply chains, which is increasingly important as companies face tariffs and export controls [9]. Group 3: Role of Chain Leaders - Chain leaders play a vital role in protecting upstream suppliers and small enterprises, especially in challenging international markets [10]. - Companies like Samsung, with substantial investments in regions like Vietnam, can negotiate effectively with local governments to ensure operational stability [10][11]. - Chinese enterprises often lack the brand power and negotiation skills that chain leaders possess, making it difficult for them to secure favorable conditions for their suppliers [11][12]. Group 4: Global Supply Chain Dynamics - The current global supply chain landscape is characterized by a significant shift towards distributed manufacturing, with Southeast Asia emerging as a key investment area [13]. - The competition between the U.S. and China is fundamentally a competition over supply chains, necessitating that Chinese enterprises gain control over their supply chains to become global value leaders [13][14]. - The upcoming summit will focus on the reconstruction and innovation of global supply chains, featuring insights from various industry leaders [14].

Core Viewpoint - Chinese companies are transitioning from merely exporting products to establishing brands and conducting research overseas, particularly in sectors like renewable energy, electric vehicles, and high-tech products, amidst a complex global economic landscape [1][30][31]. Group 1: Challenges and Opportunities for Chinese Companies Going Global - The EU's policies aimed at achieving carbon neutrality by 2050 create significant market opportunities in solar energy and storage, but Chinese companies face high entry barriers and costs when expanding into these markets [2][3][24]. - The Regional Comprehensive Economic Partnership (RCEP) offers Chinese companies reduced trade barriers and easier market access, yet challenges such as policy continuity and supply chain completeness remain [5][6][26]. - Companies are advised to adopt both horizontal and vertical strategies for international expansion, focusing on deepening their presence in manufacturing, services, and consumption while enhancing collaboration with related enterprises [4][24]. Group 2: Market Trends and Strategic Recommendations - The shift from product export to brand and research export indicates a maturation in the international strategies of Chinese firms, necessitating a focus on local market compliance and strategic planning [15][30]. - Reports highlight the importance of optimizing overseas patent strategies to mitigate risks associated with intellectual property disputes, particularly in the automotive sector [17][18][31]. - The increasing role of private enterprises in international trade is evident, with significant contributions to export growth and initiatives aimed at expanding market presence in emerging regions [10][29]. Group 3: Economic Performance and Regional Developments - In the first four months of 2025, China's exports reached 8.39 trillion yuan, marking a 7.5% increase, with high-tech products and electric vehicles showing notable growth rates of 7.4% and 45%, respectively [10][28]. - Regional cooperation has proven effective, with significant trade volumes reported in areas like the Guangdong-Hong Kong-Macao Greater Bay Area and the Yangtze River Economic Belt, contributing to national economic stability [10][28]. - Initiatives in provinces like Jiangsu and Guangdong are encouraging companies to establish overseas production bases and participate in international trade fairs, further supporting the "going global" strategy [11][29].

Core Viewpoint - Brazil is emerging as a significant destination for Chinese companies seeking to expand globally, driven by its large market size, digital habits, and relatively lower competition compared to other Latin American countries [3][5][6]. Group 1: Investment and Expansion - Chinese companies are making substantial investments in Brazil, with Meituan planning to invest $1 billion in its food delivery service Keeta over the next five years [3]. - Didi has relaunched its food delivery service "99 Food" in Brazil, indicating a strategic move to integrate various services [3][4]. - Mixue Ice Cream plans to open its first store in Brazil and establish a supply chain factory, with an investment of no less than 4 billion RMB in local agricultural products over the next 3-5 years [4]. Group 2: Market Potential - Brazil is viewed as the "last blue ocean" for many Chinese companies, with a population of 210 million and a projected GDP per capita of approximately $11,178 in 2024 [5][6]. - The average consumer spending in Brazil is around $6,800, which is higher than in China, indicating a strong consumer willingness to spend [6]. - The internet penetration rate in Brazil is high, with approximately 86.2% of the population being internet users, and 99.1% of respondents owning smartphones [8]. Group 3: E-commerce and Competition - Brazil's e-commerce sales surged from approximately 126 billion BRL in 2020 to 169.6 billion BRL in 2022, attracting various Chinese e-commerce platforms [10]. - Local giants like Mercado Livre dominate the e-commerce market, contributing 51.7% of the new GMV in 2023-2024, making it challenging for new entrants [24][25]. - The food delivery market in Brazil is highly competitive, with local platform iFood holding over 80% market share, making it difficult for Didi's 99 Food to gain traction [23][24]. Group 4: Challenges and Risks - Brazil's complex tax system poses significant challenges for foreign companies, with compliance costs exceeding 1% of revenue [12][13]. - The logistics and payment infrastructure in Brazil is underdeveloped, with a significant portion of the population relying on cash transactions [16]. - Recent tax reforms have increased the burden on cross-border e-commerce, complicating the operational landscape for companies like SHEIN and Shopee [13][15].

Core Insights - The article highlights the transformation of Chinese companies from "product export" to "brand output" in the context of globalization and digitalization, emphasizing the role of professional marketing firms in this process [1] - Feishu Shenno Group has established a global digital marketing ecosystem since its founding in 2013, assisting over 100,000 Chinese enterprises in overcoming geographical limitations, with an annual global advertising management amount exceeding $6 billion by the end of 2024 [1][6] Company Overview - Feishu Shenno Group relies on global mobile internet big data and integrates artificial intelligence technology to create a "data-driven + intelligent decision-making" digital marketing system, consisting of three core business segments and two application platforms [3] - The three core business segments include media management services, the BeyondClick sub-brand for e-commerce brand marketing, and digital technology services for one-stop marketing solutions [3] Market Strategy - The CEO of Feishu Shenno, Shen Chenggang, notes that companies now need to consider long-term competitiveness and user understanding rather than just rapid market expansion [5] - To address the challenges of Chinese companies going abroad, Feishu Shenno has established branches in 12 locations across 7 countries, employing a dual-driven model of "technical hub + local teams" [5] Marketing Achievements - Feishu Shenno's marketing network covers 233 countries and regions, reaching over 60% of the global population and offering services in 50 languages, facilitating over $15 billion in cross-border e-commerce transactions [6] - The company has received numerous accolades, including recognition as a key cultural export enterprise and a demonstration platform for industrial internet in Shanghai [7]

Core Insights - The transition of Chinese companies going global has shifted from an optional strategy to a necessary one due to the accelerating integration of the global digital economy [1] - Ensuring standard consistency and interoperability is crucial for companies to overcome market barriers in a complex international competitive environment [1] - IPv6 has become a key element in reshaping global internet infrastructure and serves as an important threshold for market access in various countries [1][2] IPv6 Global Deployment - The global deployment of IPv6 is an irreversible trend driven by the exhaustion of IPv4 address resources, with the Asia-Pacific region achieving over 50% IPv6 user penetration by April 2025 [2] - The global IPv6 deployment rate is nearing 40%, reflecting a 300% increase over the past five years, indicating a robust growth trajectory [2] Regional Distribution - China and India lead in IPv6 deployment, with China's deployment rate at 45.16% and over 810 million users, the highest globally [3] - Other Asia-Pacific countries like Vietnam and Thailand have also surpassed 50% deployment rates, while South Korea and Japan have over 60% mobile IPv6 traffic due to advanced 5G networks [3] Policy Trends - Emerging markets are implementing mandatory IPv6 standards for market access, transitioning from recommended to compulsory certification, creating unique opportunities for Chinese companies [7] - Malaysia has established strict IPv6 certification requirements for telecommunications equipment, effective from July 2020, impacting the regional telecommunications supply chain [8] Latin America and Other Regions - Brazil has initiated mandatory IPv6 compliance for telecommunications products, with regulations set to take effect in January 2024 [9] - Other emerging markets, including the Arab region and Southeast Asia, are also advancing IPv6 adoption through various initiatives and policies [10] IPv6 Ready Certification - The IPv6 Ready Logo certification, which assesses the IPv6 support of network devices, is becoming a global standard for market access, recognized by regulatory bodies in over 35 countries [11] - The number of certified devices has surged, with a 124% year-on-year increase in 2024, highlighting the competitive edge of countries like China in the IPv6 certification landscape [12] Strategic Value for Companies - For companies looking to expand internationally, obtaining IPv6 Ready certification is crucial for market entry and reducing policy friction costs [13] - The certification serves as a "credit identifier" in international procurement, particularly in government digital projects, enhancing the marketability of certified devices [13] Conclusion - IPv6 certification is becoming a "global passport" for Chinese companies aiming to enter international markets, with significant testing and certification efforts already underway for various devices [14]

Group 1 - Brazil is becoming an important destination for Chinese companies looking to expand globally, with significant investments announced by companies like Meituan and Didi [1][2] - Meituan plans to invest $1 billion in Brazil over the next five years for its food delivery service, while Didi has relaunched its food delivery service "99 Food" [1][2] - Other companies like Mixue Ice City and GAC Group are also making significant investments in Brazil, indicating a growing interest in the market [1] Group 2 - Brazil is viewed as the "last blue ocean" for many Chinese companies, with its large market size and mature digital habits making it an attractive entry point into Latin America [2][3] - The country has a population of 210 million and a GDP per capita of approximately $11,178, indicating strong market potential [3] - Brazilian consumers have a high willingness to spend, with an average per capita consumption expenditure of about $6,800, which aligns well with the value-oriented offerings of Chinese companies [3] Group 3 - The internet penetration rate in Brazil is high, with approximately 86.2% of the population being internet users, and 99.1% of respondents owning smartphones [4][6] - Brazil is recognized as a rapidly growing market for smartphones and mobile gaming, attracting major Chinese tech companies like Tencent and NetEase [6][8] - The e-commerce market in Brazil has seen significant growth, with sales increasing from approximately 126 billion reais to 169.6 billion reais between 2020 and 2022 [9] Group 4 - Despite the opportunities, Brazil presents challenges such as a complex tax system and high operational costs for foreign companies [11][12] - The Brazilian tax system is intricate, with multiple layers and high tax burdens, making compliance costly for businesses [12] - Local competition is fierce, with established players like iFood dominating the food delivery market, making it difficult for new entrants to gain market share [28][30] Group 5 - Chinese logistics companies are entering the Brazilian market to address the challenges of delivery and payment systems, which have historically been underdeveloped [16][18] - Companies like J&T Express and Anjun Logistics are establishing operations in Brazil to improve logistics and payment solutions for e-commerce [18][19] - The introduction of the PIX instant payment system has improved payment options for Brazilian consumers, with 70% of users adopting it by August 2023 [17] Group 6 - Didi's strategy in Brazil includes acquiring local companies to establish a foothold in the market, as seen with its investment in 99Taxi [23][24] - The company aims to create a closed-loop ecosystem by integrating ride-hailing, payment, and food delivery services [25] - The competitive landscape in Brazil's food delivery market is intensifying, with Didi and Meituan both planning to expand their services [28][30]