不止LiblibAI，AI"出海"成为中企"出海"新趋势，如Question.AI、Vidu、Pixverse等头部AI应用已在海外 市场跻身第一阵营。今年以来，阿里云正加速打造全球云计算一张网，在全球每个节点部署全栈AI能 力，增强"出海"合规、服务和生态团队建设，全力服务"出海"中企。 （文章来源：证券日报） 7月9日，在2025阿里云中企出海峰会·北京，LiblibAI宣布基于阿里云全栈AI能力"出海"，其全球用户访 问量已超1亿。 作为国内第一个AI原创图像社区，LiblibAI从2024年起重点投入海外模型生态建设（Shakker），打造多 模态内容工具集。基于"开源模型+模块化工具流"的平台模式，LiblibAI将专业级AI能力赋能大众创 作，覆盖插画、3D角色、动漫、平面广告、摄影、电商、建筑与室内设计等垂直场景。目前LiblibAI的 创作者数量突破200万，日均生成图像次数高达500万。 面向海外市场，LiblibAI面临合规、全球访问一致、业务快速迭代、多模型并发调用等问题。从全球基 础设施、模型训推到业务部署、数据分析，LiblibAI基于阿里云全栈AI能力打造全球统一云原生技术架 构： ...

新茶饮出海的这一过程，类似于早期德国汽车品牌进入中国时的情形，初期必须依赖进口或自建配套体 系，供应链效率相对较低，但随着产业链在当地逐步成熟，配套厂商陆续开设，效率也随之提升。随着 越来越多茶饮品牌进军海外市场，不仅品牌影响力在当地逐步建立，也带动了相关产业链的发展。 记者：在您看来，茶饮企业"出海"成功的关键是什么？能否分享下茶百道在韩国、马来西亚等市场的经 验。 王欢：茶百道每到一个国家，会从营销活动、包材设计、店面设计等维度积极融入当地文化，充分尊重 当地市场与消费习惯。 以韩国为例，2024年11月茶百道在韩国开出了一家面积比肩星巴克标准店的大店，因为茶百道发现，对 韩国消费者而言，在工作、生活外，找到"第三空间"很重要。希望这家接近170平米的大店，能够给当 地消费者不同的消费体验。从数据上看，茶百道在韩国市场的本地消费者占比超过80%，消费者复购率 达到45%，深受韩国消费者的喜爱。 此外，茶百道每进入一个新的国家，研发及运营团队都是提前一个月到当地市场，开发几款本地消费者 青睐的产品。例如，马来西亚本地消费者中，华人比较青睐茶类、广式糖水等饮品，而当地马来人则更 喜欢奶味重的黑糖奶茶、奶油顶茶 ...

对于为何此次出海不以开店形式布局，茶颜悦色方面提到，自己做跨境没多少经验。海外市场需要团队 更严谨的深入了解。把门店开到国外去，对品牌的服务，和产品标准化程度，更是一个现阶段能力还扛 不住的难度。而零售产品更偏标品，品控更稳定，带着零售先试水出海，于团队是一个更务实的学习和 尝试。 据悉，此次出海，茶颜悦色品牌自营店铺第一批上线将近40多个产品，涵盖零食、茶具、周边文创。不 过，本轮上线的产品中未包括茶叶。茶颜悦色表示，系因两国对茶叶的检测系统不一样。而茶颜合作的 茶叶厂商，有的本身没有出海计划，暂时不能"一下子就跟着茶颜说走就走。" 截至2025年5月，茶颜悦色自主设计并上线了500多个SKU，包含茶叶、茶粉、零食、文具、生活用品等 多个品类。此外，茶颜悦色研发生产基地也于2025年正式投产，以提升核心原料标准化与产品的稳定 性。 终端渠道上，自2020年7月，茶颜悦色开始布局线上电商领域，将零售产品放在电商商城进行售卖。 2024年，茶颜零售电商销售额已破亿，年销售额同比激增12倍。截止2025年5月，茶颜悦色在天猫旗舰 店、京东自营、天猫超市、抖音等电商平台吸粉超227.2万。 该推文提到，过往曾有用户 ...

Core Insights - The news highlights the significant rise of Chinese cultural soft power and the global influence of new cultural products like LABUBU, a trendy toy IP that has gained immense popularity internationally [1][9]. Group 1: LABUBU's Popularity - LABUBU, a small creature with sharp teeth, has become a sought-after collectible among celebrities, with auction prices for its initial products reaching levels comparable to real estate [3]. - Recent collaborations include a partnership with Uniqlo and a limited edition inspired by the Mona Lisa, which sold out quickly in France [5]. - The upcoming animation series for LABUBU is expected to enhance its market presence, with Bubble Mart's overall revenue more than doubling in Q1 2025, and overseas revenue increasing by over 400% year-on-year [7]. Group 2: Market Dynamics - Bubble Mart's market capitalization has surpassed that of international toy brands like Sanrio, indicating a shift in the competitive landscape of the toy industry [9]. - LABUBU's search popularity has exceeded that of Hello Kitty, suggesting a growing recognition and demand for this new IP [11]. Group 3: Industry Growth - The Chinese toy industry is projected to reach a total value of 110.1 billion yuan by 2026, with an average annual growth rate exceeding 20% [13]. - Other brands, such as Miniso's TOP TOY and 52TOYS, are also targeting international markets, indicating a broader trend of Chinese toy brands going global [15]. Group 4: Supporting Factors - The success of Chinese toy IPs is attributed to a mature industrial chain that allows for efficient IP development and production, particularly in the Guangdong-Hong Kong-Macao Greater Bay Area [17]. - The rise of cross-border e-commerce has lowered barriers for Chinese brands to enter international markets, with Bubble Mart reaching over 90 countries and achieving a 834% year-on-year growth in online revenue [18]. - A strategy of deep localization is being employed, allowing Chinese toy brands to better understand and cater to diverse global consumer needs [20]. Group 5: Cultural Impact - The evolution of Chinese cultural exports is shifting from mere output to cultural dialogue, supported by long-term investments in quality content, as seen in successful projects like "Nezha 2" and "Black Myth: Wukong" [25]. - The increasing global recognition of Chinese stories across various media, including games and toys, reflects the close relationship between a country's cultural influence and its economic strength [25].

7月10日—12日，2025全球跨境电商交易博览会将在杭州大会展中心举行。本届博览会由浙江省商 务厅、杭州市人民政府支持，杭州市商务局发起，扩展集团、深圳市海圈科技有限公司、杭州日报、都 市快报、跨境百人会共同组织。这是中国（杭州）跨境电商综合试验区成立十周年的重要献礼，也是杭 州推动跨境电商高质量发展行动计划的重要实践。 直播出海专区联合8家头部MCN机构，分享欧美、东南亚市场的爆品孵化方法论。知识论坛专区设 置4大论坛、20个专场，邀请上百位行业嘉宾分享实战经验。政府服务专区首创"多位一体"政务咨询模 式，为企业提供关务、税务等一站式服务。"外贸优品 科技出海"专区则整合各类资源，助力企业拓展 海外市场。 据悉，展会期间将举办多场高规格论坛活动。6号馆将举行开幕式及国际供应链对接会；3号馆设有 跨境卖家增长论坛和全球平台大讲堂，帮助卖家实现从0到1的突破和从1到100的增长；4号馆举办产业 带出海论坛，聚焦电子汽配、家居户外等热门品类。 作为全国跨境展览会的风向标，本届博览会不仅展示杭州跨境电商发展的丰硕成果，更为中国企业 开拓海外市场搭建了重要平台。从产业带到人才，从直播到合规服务，这里将汇聚全球资源， ...

出国旅游，不少人会在就餐前打开手机APP，搜寻周边中餐美食。这个小举动背后，是越来越多的 中国餐饮品牌加速走出国门：蜜雪冰城、库迪等茶咖品牌在海外开店已超千家，海底捞、沙县小吃等火 锅、快餐品牌海外门店超百家，还有不少正餐品牌陆续开出国外首店……2019年至2024年短短5年间， 海外中餐厅数量激增近30万家。 对于这个问题，需要拆分来看：就出海拓店本身而言，摆在每个品牌面前的是供应链、本土化和标 准化三座大山；就成为世界级品牌而言，成功出海只是第一步，更为紧要的是能否提升全球影响力，形 成更强的文化认同。 中餐出海注定是一个将固有模式与经验推倒重来的过程。各国政策法规、劳工制度、饮食习惯等与 国内多有不同，有些地方开店流程多而复杂，有些地方对食材进口有明确限制，令企业不得不在当地重 构供应链。加之中华美食天然具有很难标准化的特性，成为影响企业拓店的又一因素。 他山之石可以攻玉，中餐"走出去"不妨借鉴外企"走进来"的经验。为解决供应链问题，麦当劳在进 入中国市场前10年，把所得利润拿来补贴上游供应商。看似简单的一份薯条，从找到合适的土豆种植基 地到种出满意的品种，供应商至少花费3年。供应链的稳定，极大确保了菜 ...

交流会上，香港投资推广署与西安高新区管委会签署合作备忘录，携手支持陕西科创企业拓展国际 市场。 根据合作备忘录，西安高新区管委会将鼓励区内企业把香港作为拓展海外业务的基地；香港投资推 广署将提供香港营商环境和政策信息，以及企业在港投资和运营所需支持。此次签署合作备忘录标志着 双方将建立稳定协作机制，发挥香港国际金融中心的独特优势与西安高新区的创新优势，帮助陕西企业 连接全球资源、抢占国际市场先机。 7月8日，"陕港携手 助企出海"——香港优势助力陕西科技企业走出去交流会在西安举行。此次活 动由香港投资推广署、省政府港澳事务办公室、省科学技术协会联合主办，旨在搭建合作平台，推动陕 西科技企业"出海"拓市场。活动吸引陕西企业、机构代表190余人参会。 香港特区政府驻成都经济贸易办事处主任袁嘉诺指表示，香港和陕西均重视创科产业发展。期待通 过深度对接，将香港在税制、金融、全球网络等方面的优势与陕西的产业根基和创新活力相结合，实 现"双向奔赴"。 省政府港澳事务办公室主任姚红娟表示，将积极推动陕港两地在经贸投资、科技创新等领域的合作 交流，助力两地企业把握机遇、优势互补。 活动中，来自香港交易所、汇丰银行、德勤税务等 ...

石药工人在医药胶囊生产线上工作新华社发 羊城晚报记者 詹淑真 中国创新药正在加速"出海"。今年以来，三生制药、荣昌生物、石药集团等企业密集达成对外授权交易 大单，展示出中国在创新药研发领域的竞争力。与此同时，一揽子政策接连落地，围绕审评审批提速、 医保准入优化、境外准入便利等环节，为创新药打开"走出去"的快车道。 从跟随模仿到自主创新，从单一产品出海到平台能力输出，中国创新药的影响力不断提升。新一轮出海 潮下，谁能率先构建全球化能力，赢得海外市场？ 半年交易额接近去年全年水平 7月3日，迪哲医药发布公告，旗下药物舒沃哲（通用名为舒沃替尼片）的新药上市申请正式获得美国食 品药品监督管理局（以下简称FDA）批准。舒沃哲此次通过优先审评程序获得批准上市，其在分子设计 的源头进行了创新，突破难治靶点，也成为中国首个独立研发在美获批的全球首创新药。 在融资环境趋紧、资本市场承压的背景下，"出海"正成为不少中国药企寻找新增量的重要策略。 值得一提的是，创新药的出海路径也日益多元化。根据弗若斯特沙利文等机构发布的《2025中国生物药 出海趋势蓝皮书》，当前中国创新药出海主要有以下四种模式：自主出海模式、对外授权模式、 Ne ...

Core Viewpoint - WanTai Biologics has officially launched its nine-valent HPV vaccine "Xinkening®9" at a price of 499 yuan per dose, significantly undercutting the imported vaccine price and marking the end of the "high-price era" for HPV vaccines in China [1][6]. Pricing and Market Impact - The imported nine-valent HPV vaccine "Gardasil 9" is priced at approximately 1318 yuan per dose, with a total cost of nearly 4000 yuan for three doses, while "Xinkening®9" costs about 1497 yuan for three doses [1]. - "Xinkening®9" is the only HPV vaccine approved for a two-dose regimen for ages 9-17, reducing the cost for this age group to 998 yuan, thereby enhancing accessibility and compliance [1]. Historical Context and Market Dynamics - Prior to the launch of "Xinkening®9", the nine-valent HPV vaccine market in China was monopolized by Merck's "Gardasil 9," which faced a dramatic shift from high demand and scarcity to excess inventory [2]. - In 2023, the batch issuance of "Gardasil 9" reached 36.55 million doses, a year-on-year increase of 136.16%, making Merck the highest-grossing multinational pharmaceutical company in China that year [2]. Sales Performance and Challenges - Merck's global sales of the HPV vaccine in 2024 were $8.583 billion, a 3% decline year-on-year, primarily due to weak performance in the Chinese market [3]. - To address high inventory levels, Merck announced a suspension of supply to China starting in early 2025, expected to last until at least mid-2025 [3]. Financial Performance of WanTai Biologics - WanTai Biologics reported a 59.25% year-on-year decline in revenue for 2024, totaling 2.245 billion yuan, with a net profit drop of 91.49% to 106 million yuan [3]. - The company faced significant challenges due to a price collapse in its two-valent vaccine, leading to a drastic reduction in government procurement prices [3]. Market Potential and Future Outlook - The potential market for HPV vaccines in China is substantial, with 70%-80% of the 300 million women aged 9-45 yet to be vaccinated [4]. - National Investment Securities predicts that WanTai's nine-valent HPV vaccine could reach a sales peak of 22.8 billion yuan, with projected revenues of 3.17 billion yuan, 11.4 billion yuan, and 28.63 billion yuan for 2025-2027 [4]. Competitive Landscape - Several domestic pharmaceutical companies are in the late clinical stages of developing their own nine-valent HPV vaccines, creating a competitive environment for WanTai [5]. - WanTai has initiated a Phase III clinical trial for a male indication, but competitors like Kanglaite have already started their trials earlier [5]. International Expansion - WanTai aims to become a leading global vaccine supplier by 2030, with plans to have 3 to 5 WHO pre-qualified products [5]. - Competitors are also pursuing international markets, with Kanglaite planning to submit for approval in Indonesia and Ruike Biologics exploring the Middle East [5]. Industry Trends - The World Health Organization has warned that global HPV vaccine supply may exceed demand from 2025 to 2030, potentially leading to a price war and industry reshuffling [5]. - The WHO's recommendation for a single-dose HPV vaccination regimen could further intensify market competition [5].

Core Insights - Chinese dining brands are rapidly expanding globally, transitioning from individual store trials to systematic and large-scale international operations, driven by domestic market competition and policy support [1][3][4] - The "going global" trend is not merely about store expansion but involves deep localization of supply chains and cultural integration [1][4] Industry Overview - The overseas Chinese community has historically contributed to the spread of Chinese cuisine, with brands like Quanjude and Donglaishun leading the way post-reform [2] - The hot pot segment is a pioneer in this expansion, with Haidilao operating over 120 international locations, while other brands focus on Southeast Asia with differentiated offerings [2] - The new tea beverage sector is emerging as a significant player, with Mixue Ice Cream and Tea opening over 5,000 stores across 12 countries since 2018 [2] Market Dynamics - The domestic restaurant market is experiencing intense competition, with 1.347 million new registrations and 1.056 million closures in the first half of 2024, indicating a saturated environment [3] - Policy support, including the "Belt and Road" initiative, is facilitating the internationalization of Chinese dining brands [3] Global Demand - The overseas market for Chinese cuisine is expanding, driven by a growing Chinese diaspora and a global trend towards culinary experience [4] - The demand for Chinese dining is supported by local supply chain innovations, such as the "central kitchen + local procurement" model [4] Challenges - Cultural differences, supply chain construction, and regulatory barriers remain significant challenges for Chinese dining brands venturing abroad [4][5] - Localizing flavors while maintaining core brand identity is crucial for success in foreign markets [5][6] Supply Chain Issues - The complexity of international supply chains poses challenges, with many brands relying on domestic sourcing for core ingredients while facing local procurement difficulties [6][7] - Regulatory compliance varies by country, complicating the entry process for Chinese dining brands [7] Strategic Recommendations - Building a robust supply chain and understanding local regulations are essential for successful international expansion [8][9] - Collaboration across the entire industry chain is necessary to achieve economies of scale and ensure consistent quality [9][10] Innovation and Adaptation - New tea brands are exploring innovative supply chain solutions, such as local partnerships and self-developed products, to address supply challenges [10] - Digital platforms are enhancing the international presence of Chinese dining brands, with initiatives like Meituan's global restaurant guide [10][11] Cultural Integration - Successful internationalization requires a deep understanding of local cultures and consumer preferences, transforming dining experiences into cultural exchanges [11][12] - The evolution from "water and soil incompatibility" to "local coexistence" reflects the ongoing adaptation of Chinese dining brands in global markets [12]