Core Insights - The conference on high-end talent development for Chinese enterprises going global was held in Shanghai, announcing the establishment of a talent training base, an alliance, and a series of training programs [1][3] Group 1: Talent Development Initiatives - The "New Area Going Global Talent Training Base" will be located in the financial service hub of the Lingang New Area, serving as a physical platform for government and professional services related to international expansion [1] - The "New Area Going Global Talent Partner Alliance" was formed in collaboration with 20 prestigious universities and service institutions, focusing on integrating resources and building an ecosystem for international talent supply [3] - The first phase of the high-end talent training project has been initiated with top institutions such as Peking University and Shanghai Jiao Tong University participating [3] Group 2: Service Platform and Ecosystem - Since its establishment, the Lingang New Area has recorded 450 non-financial foreign direct investment projects with a total investment of $6.96 billion [4] - The "Going Global" comprehensive service platform will officially operate in August 2024, providing specialized services across 20 areas including human resources, cross-border finance, and legal support [4] - The platform has gathered nearly 500 professional service institutions and established 23 service branches nationwide, creating a comprehensive support system for enterprises going global [4][5] Group 3: Strategic Goals and Future Plans - The service ecosystem aims to create a virtuous cycle of strategic talent incubation, professional service implementation, and overseas business expansion [5] - The conference signifies a systematic breakthrough in talent development for international expansion, with plans for continued institutional innovation and optimization of the business environment [5] - The "SAGG New Area Going Global" brand is positioned as a core support for Chinese enterprises in international competition, injecting long-term momentum into their global development [5]

点击上图▲立即报名 文 / 巴九灵（微信公众号： 吴晓波频道） 人才瓶颈，才是中企出海的真正"卡脖子"。 清华大学全球产业研究院2024年发布的《中国制造业出海人才白皮书》显示，海外人才缺口率高达48%，相当于每招两个人就有一个岗位空缺。 麦肯锡的调研也指出， 超过一半的企业认为"人才短缺"是国际化进程中的最大挑战之一。 此外，IntelliPro发布的《2024出海人才趋势报告》显示，超6万家中国企业在海外落地业务，全年出海招聘需求超过450万人，招聘市场规模达84 亿元。领英平台的海外岗位发布年增长率更是高达30%。 这无一不在告诉我们，企业走得越来越快，但"带队的人"却越来越难找。 哪怕已出海多年的日本企业，依旧未能解决人才难题。调查显示，2023年，46.1%的日本中小企业将"确保人才"列为首要经营课题，另有35% 将"培养人才"放在了第二位。 可见，出海人才问题不只是中国企业"这一代"的困难，更是全球企业"长期主义"的功课。 正因如此，在刚刚结束的"生而全球·共融共建"第二届出海全球峰会上，出海人才培养成为被反复提及的关键词。 我们特别整理了几位老师的观点，从战略投入、属地干部、院校合作、人才标准到 ...

Core Insights - The event "Shenzhen Stock Exchange · Innovation Sharing" focused on the internationalization of Chinese companies, highlighting the experiences of firms like JD Group and the challenges and opportunities in overseas expansion [1][2][3] Group 1: Internationalization Trends - Chinese companies are increasingly looking overseas for growth, particularly in sectors like new energy vehicles, electronics, home appliances, and machinery, leveraging their innovation and manufacturing strengths [2] - The shift in strategy from "product export" to "global industrial chain layout" indicates China's transition from a manufacturing power to a manufacturing stronghold, positioning it as a key hub for global capital circulation [2] Group 2: Challenges in Overseas Expansion - Companies face multifaceted risks in their international ventures, including political, legal, economic, and operational risks, compounded by trade protectionism and cultural differences [3] - New risks related to ESG compliance and cross-border data regulations are reshaping risk management paradigms for companies going abroad [3] Group 3: Strategies for Success - Capital empowerment is crucial for companies to explore new growth avenues, with mergers and acquisitions playing a significant role in internationalization [4] - Successful internationalization requires strategic resource matching, risk mitigation, and a focus on sustainable competitive advantages [4][5] - Companies like CIMC emphasize the importance of strategic positioning and the need for international talent capable of cross-cultural communication [5] Group 4: Practical Experiences - Companies such as Zhongding and CIMC share their experiences in internationalization, highlighting the importance of strategic determination, capability building, and cultural integration [4][5] - The transition from capital output to management, technology, and cultural output is essential for establishing a solid foundation for global development [5]

Group 1: Establishment of Alliances - The Long Triangle G60 Science and Technology Corridor has established multiple alliances, including the Low Altitude Economy Collaborative Innovation Alliance and the Enterprise Outbound Service Alliance [1] - The Low Altitude Economy Collaborative Innovation Alliance aims to create a cross-regional collaborative innovation platform to promote technological and industrial innovation in the low-altitude field [1] - The alliance will focus on building an industrial innovation ecosystem, establishing low-altitude standards, and enhancing cooperation between industry, academia, and research [1] Group 2: Outbound Service Initiatives - The Long Triangle G60 Science and Technology Corridor has initiated a survey to assess outbound service needs, revealing that 34.17% of enterprises plan to expand their business in the next three years, with Southeast Asia being the primary target market for 65% of them [2] - The newly formed Enterprise Outbound Service Alliance aims to support enterprises in their cross-border development by leveraging the advantages of Shanghai and the nine G60 cities [2] - The alliance will facilitate resource integration and provide comprehensive outbound services to enhance the international competitiveness of G60 enterprises [2] Group 3: Integrated Circuit Testing Base - The Chuangxin Integrated Circuit Design and Manufacturing Pilot Base, built by Zhejiang Chuangxin Integrated Circuit Co., covers approximately 50 acres with a construction area of 60,000 square meters and has established a complete 12-inch CMOS process line [3] - The pilot base began operations in May 2022, providing chip process verification and equipment validation services, and has developed a low-power 55nm basic process platform that meets industry standards [3] - The core device performance of the chips developed at the base is at the international advanced process level [3]

Core Insights - The 2025 China Fashion Retail and Consumption Development Summit was held in Nanjing, focusing on "Intelligent Chain Fashion New Ecology, AI Driven New Momentum" [1] - Keynote speaker Zhou Qian from KPMG shared insights on new consumption trends, policy benefits, and capital empowerment in the retail sector [1] Group 1: Macro Overview and Sub-industry Trends - In 2025, China's economy is showing a stable start, with policies promoting a continuous recovery in consumption, characterized by timely, pragmatic, and flexible measures [3] - Zhou Qian analyzed trends in sub-industries such as luxury and fashion, health and beauty, and food and beverages [3] Group 2: Yangtze River Delta Consumption Promotion Policies - The consumption policies in the Yangtze River Delta are transitioning from short-term stimulus to institutional innovation, creating a multi-layered and differentiated policy matrix [4] - The region combines central policy guidance with local innovative practices for a comprehensive implementation approach [4] Group 3: Insights on Chinese Enterprises Going Global Amid Global Tariff Storm - Zhou Qian provided insights on the impact of international conditions on Chinese enterprises going global, noting that labor-intensive products are the most affected [5] - Strategies for short-term and medium-term responses, as well as trends in overseas mergers and acquisitions, were discussed to provide new ideas for industry representatives [5] Group 4: Capital Market Overview - In Q1 2025, the global IPO market cautiously started amid pressures from trade tariffs, interest rate uncertainties, and geopolitical conflicts [6] - The Hong Kong market benefited from optimized listing approval processes and increased mainland enterprises listing, with consumer goods leading in both the number of listings and fundraising amounts [6] - KPMG continues to focus on retail and consumer goods industry trends, aiming to explore new opportunities and promote high-quality development in the sector [6]

6月19日，"生而全球·共融共建"第二届出海全球峰会在新加坡正式开幕，千余位企业出海掌舵人再聚狮 城。会上，「千家万企」——企业出海人才培养计划正式启动，计划将即培养1000名出海企业家、为 10000家出海企业提供出海人才培养服务。20位国际化研究专家、领航型企业家、高校与智库专家上台 参与了启动仪式，他们分别是： 财经作家、企业出海人才培养计划总发起人吴晓波 全球化智库(CCG)创始人、国务院原参事王辉耀 日本国际问题研究所客座研究员津上俊哉 马来西亚拉曼理工大学副校长骆翠凤 华坚集团董 事长、中非友好协会副会长张华荣 南洋公共管理研究生院创院院长吴伟 人文财经观察家、秦朔朋友圈发起人秦朔 上海交大中国质量发展研究院客座研究员林雪萍 启明创投投资合伙人、前高通公司全球副总裁沈劲 中科创达联合创始人&执行总裁耿增强 第一财经总编辑 、《第一财经日报》总编辑杨宇东 联想集团全球供应链首席转型官、联晟智达 CEO徐赫 中山大学地理科学与规划学院教授、中山大学区域国别研究院副院长梁育填 正见品牌战略创始人崔洪波 出海领航创始人、国际业务实战专家黄兆华 国际青年领袖对话项目发起人苗绿 伟事达私董会总裁导师罗炜雄 美 ...

Core Viewpoint - The first batch of 26 new floating-rate funds has seen 13 established with a total fundraising scale exceeding 12.6 billion yuan, indicating strong market interest and a shift towards performance-based fee structures [1][3][6]. Fund Establishment and Performance - As of June 24, 13 out of 26 new floating-rate funds have announced their establishment, raising over 12.6 billion yuan in total [1][3]. - The top three funds by fundraising scale are: - Dongfanghong Core Value managed by Zhou Yun at 1.991 billion yuan - E Fund Growth Progress managed by Liu Jianwei at 1.704 billion yuan - Ping An Value Enjoy managed by He Jie at 1.322 billion yuan [3][4]. Fee Structure and Investor Alignment - The floating-rate funds implement a tiered management fee structure with a "reward for excellence and punishment for poor performance" mechanism, aligning the interests of fund managers with those of investors [1][6]. - If a fund's annualized return lags the benchmark by more than 3 percentage points, the management fee is halved to 0.6%. Conversely, if excess returns exceed 6 percentage points, the fee increases to 1.5% [6]. Investment Strategies and Manager Profiles - Fund managers are divided into three styles: growth, value, and balanced strategies, with a focus on A-shares and Hong Kong stocks for diversification [6][7]. - Growth-style managers focus on sectors like technology and emerging consumption, while value-style managers prefer low-valuation, high-return on equity companies [7][10]. Market Trends and Opportunities - Fund managers are encouraged to identify investment opportunities amid uncertainty, with a focus on sectors such as AI and pharmaceuticals [11]. - The dynamic adjustment of investment strategies is emphasized, with a slower pace in bullish markets and an accelerated approach in bearish conditions [11].

Core Viewpoint - The article emphasizes that Shenzhen Futian is transforming into a "golden platform" for companies to expand internationally, leveraging its unique resources and innovative services to facilitate overseas investments and operations [2][3][11]. Group 1: Services and Support for Companies Going Abroad - Futian has established a "one-stop" service platform that integrates various services, including legal support, customs clearance, and compliance training, to streamline the process for companies looking to expand internationally [3][4][10]. - The "three certificates in one" service model significantly reduces the time and effort required for companies to handle foreign-related notarization, certification, and visa processes, cutting the processing time by over 50% [5][6]. - The "outbound service supermarket" includes 42 selected enterprises and institutions, covering key areas such as international market development, financial compliance, and cross-border finance, linking over 80 overseas institutions for mutual resource empowerment [6][8]. Group 2: Strategic Initiatives and Policy Support - In response to the Shenzhen Municipal Government's internationalization strategy, Futian has launched a three-year plan (2025-2027) aimed at enhancing its global visibility and reputation, with a target of exceeding 20 billion yuan in service trade and assisting 1,000 enterprises in going abroad by 2027 [9][10]. - The district has developed a comprehensive service ecosystem that positions it as a strategic partner for Chinese companies venturing overseas, enhancing its role beyond mere administrative support [10][11]. - Futian's geographical advantage as a core hub for foreign trade, coupled with its proximity to Hong Kong, facilitates efficient connections between the Guangdong-Hong Kong-Macao Greater Bay Area and global markets [10][11].

Core Points - The G60 Science and Technology Innovation Corridor in the Yangtze River Delta has established three major alliances to enhance innovation and industrial collaboration [1][3] - The corridor includes nine cities and districts along the G60 national highway and related high-speed railways, aiming to integrate resources and accelerate the commercialization of scientific research [1][3] Group 1: Major Alliances Established - The Major Science and Technology Platform Alliance aims to break down regional and institutional barriers, facilitating efficient integration and sharing of innovation resources among nearly 100 major platforms across the nine cities [3] - The Overseas Service Alliance consists of over 170 professional service organizations, providing a one-stop service for companies to engage in global industrial cooperation and high-quality overseas expansion [3] - The Low-altitude Economy Collaborative Innovation Alliance includes over 300 members from various sectors related to low-altitude manufacturing, infrastructure, and applications, focusing on technological innovation and industrial development [3]

Core Viewpoint - The men's clothing industry in China is facing significant challenges, with major companies experiencing declining revenues and profits due to a tough economic environment and increased competition [2][9][18]. Group 1: Industry Overview - The Chinese pet market is thriving, while the men's clothing sector is struggling, with listed companies reporting widespread performance declines in 2024 [2][9]. - The men's clothing market is characterized by lower purchase frequency compared to women's and children's clothing, leading to a relatively stable but now stagnating market [4][8]. - The overall clothing market in China is valued at over 2 trillion, but the low entry barriers have resulted in intense competition [7]. Group 2: Financial Performance - Major men's clothing companies, including Hai Lan Zhi Jia, reported a significant drop in revenue and profit in 2024, with Hai Lan Zhi Jia's revenue at 20.96 billion and net profit down 26.88% [12][17]. - Other companies like Bi Yin Le Fen and Hong Dou experienced similar downturns, with Hong Dou reporting a net loss of 238 million, marking its first loss since 1997 [14][17]. - Inventory pressures are rising, with Hai Lan Zhi Jia's inventory reaching 11.99 billion and turnover days increasing to 330 days, indicating severe stock accumulation [23][24]. Group 3: Strategic Responses - In response to market challenges, companies are focusing on their core clothing business and avoiding blind diversification, as seen with Ya Ge Er exiting the real estate sector to concentrate on fashion [27]. - Companies like Qi Pi Wolf and Bao Xi Niao are pursuing multi-brand strategies and investments to enhance their market position, with Qi Pi Wolf planning to continue securities investments in 2025 [28][32]. - Hai Lan Zhi Jia is expanding its business through partnerships and international markets, achieving a 30.75% revenue increase from overseas operations in 2024 [30].