Core Insights - Chinese overseas assets are estimated to be around half of the GDP, indicating significant room for growth compared to developed countries [1] - The trend of Chinese enterprises going global is shifting from initial exploration to a more mature and deeper global layout [2] - Talent constraints are identified as a core factor limiting the efficiency of overseas expansion [3] Group 1: Current State of Chinese Enterprises Going Global - In 2024, China's total foreign direct investment is projected to reach 1,159.27 billion RMB, a year-on-year increase of 11.3% [2] - From 2002 to 2023, the annual growth rate of foreign investment flow averaged 22.1%, with the stock scale being 65.7 times that of 2002 [2] - The Lingang area is positioned as a key platform for enterprises to expand internationally, benefiting from its status as a pilot area for institutional opening [2] Group 2: Talent Development and Challenges - The lack of strategic talent allocation for overseas expansion is raising trial-and-error costs and limiting efficiency [3] - Lingang has announced the establishment of a comprehensive talent cultivation system for overseas expansion, including a talent training base and a partnership alliance [3][4] - The first phase of the high-end talent training project involves collaboration with top universities and institutions to enhance international talent supply [4] Group 3: Future Initiatives and Support Systems - Lingang's "Going Global" comprehensive service platform aims to provide specialized services across 20 fields, including human resource management and cross-border finance [5] - The platform has gathered nearly 500 professional service institutions and established 23 service branches nationwide to support enterprises in their global endeavors [5] - Future plans include deepening institutional innovation and optimizing the business environment to inject long-term momentum into the global development of Chinese enterprises [5]

Core Insights - Alibaba Cloud aims to accelerate the establishment of a global cloud computing network, enhancing compliance, service, and ecosystem team building to support Chinese enterprises going global [1][2] - The company has defined two strategic directions for the next decade: "AI empowering Alibaba Cloud" and "Alibaba Cloud fully supporting Chinese enterprises going global" [1][2] Group 1: Global Expansion Strategy - Chinese enterprises have evolved in their global expansion, moving from manufacturing to intelligent manufacturing, and diversifying their operational regions from primarily Europe and America to a more global approach [2] - Alibaba Cloud plans to build a unified global technology stack and provide localized services to facilitate rapid deployment of products and AI applications for Chinese enterprises [2][3] Group 2: Data Center Developments - Alibaba Cloud is expanding its global data center footprint, with the recent opening of a second data center in South Korea, bringing its total to 29 regions and 88 availability zones [3] - The company has also partnered with SAP to integrate enterprise-level software with Alibaba Cloud's infrastructure and AI capabilities, initially focusing on the Chinese market and expanding to Southeast Asia, the Middle East, and Africa [3] Group 3: Industry Applications and Partnerships - Alibaba Cloud has supported numerous industries in South China, including AI hardware, automotive, and home appliances, with significant clients like Meitu and Xiaopeng Motors [4] - Xiaopeng Motors is leveraging Alibaba Cloud's global infrastructure for rapid deployment in overseas markets, ensuring data security and compliance [6] Group 4: AI Capabilities - Alibaba Cloud's AI capabilities are becoming a core competitive advantage, with strategic investments aimed at enhancing its ability to support Chinese enterprises in global markets [6] - The company has developed customized AI solutions for products like the Thunderbird AI glasses, enhancing user experience through low-latency, high-quality interactions [5][6]

【开栏的话】新一轮"出海潮"澎湃，"走出去"成为中企发展壮大的战略选择。作为全球最具增长潜力的新兴市场之一，非洲成为许多中国企业的选择。与此 同时，国际环境日趋复杂，不确定性因素明显增多，中企出海非洲也面临多重风险，如何正确认识和把握、有效防范和化解海外风险成为中企出海非洲必须 面对的课题。日前，由新华社直属机构中国经济信息社自主研发的"非洲探针"正式发布，致力于构建对非经贸数智化"信息枢纽"和覆盖中企出海非洲全流程 的开放、专业、可信、高效的信息服务生态。新华财经特开设"非洲探针"栏目，定期发布风险信息分析，助力中企出海行稳致远。 新华财经上海6月23日电（谢贤保、葛佳明） 中东局势仍未见平息，埃及不可避免受影响。作为中资企业出海投资兴业的"新热土"，监测显示今年来涉及埃 及的风险不少，中企出海埃及既要拥抱发展机遇，还需清醒认识和警惕各类风险挑战。 近日，埃及总理马德布利宣布成立一个危机委员会，以应对当前以色列与伊朗冲突对埃及的潜在影响。"非洲探针"监测数据发现，2025年1月2日至6月16日 期间，埃及累计发生各类风险事件556起。其中，政治安全、社会运行、国别安全风险事件数量位居前三位，占监测期内事件总 ...

Group 1 - The core viewpoint of the article emphasizes the evolving strategies of Chinese companies in their globalization efforts, particularly in the context of the Belt and Road Initiative, highlighting a shift from mere survival to deeper, more strategic international engagement [2] - The roundtable discussion at the forum featured insights from various industry experts on the new paradigms of Chinese companies going global, focusing on the concept of "civilizational leap" and the importance of building a global ecosystem [2][3] Group 2 - The automotive industry has seen significant growth, with China's car exports surpassing 2 million units in 2021 and projected to reach over 5.8 million by 2024, solidifying its position as the world's largest car exporter [3] - Despite this growth, many Chinese automotive brands are still in the early stages of internationalization, primarily exporting to underdeveloped regions, with a need to penetrate developed markets such as North America, Japan, and Western Europe [3] Group 3 - Legal considerations are crucial for companies going global, with a focus on compliance and risk management to ensure sustainable operations in foreign markets [4][5] - The importance of trademark registration under international agreements, such as the Madrid Protocol, is highlighted as a key step for protecting brands abroad [5] Group 4 - The need for international talent development is emphasized, with a focus on training professionals in strategic areas like chip technology, artificial intelligence, and renewable energy to support China's global ambitions [6] - The establishment of pilot programs for graduate education in export control is part of a national strategy to address talent shortages in critical sectors [6] Group 5 - Strategic capital is viewed as a vital partner for companies, facilitating resource optimization and supporting international expansion efforts [7][8] - The relationship between entrepreneurs and strategic investors is characterized as complementary, with capital playing a supportive role in achieving business objectives [8][9]

一、RCEP实施三周年，重塑区域贸易新生态 2025年正值《区域全面经济伙伴关系协定》（RCEP）生效三周年。作为全球最大的自贸协定，RCEP覆盖15个成员国、23.7亿人口，经济总量达30.1万亿美 元，占全球GDP的30%。三年来，其核心成果深刻改变了区域贸易生态： 贸易便利化水平大大提升：RCEP的实施使得贸易通关效率大大提升，推动区域内生鲜类、易腐类农产品的交易规模增长。因为通关时间从之前的12个小时 缩短至3小时，使得从韩国进口海鲜，从越南、菲律宾进口鲜榴莲成为新的选择。 原产地累积规则促进区域供应链深度融合：原产地累积规则打破了国界限制，显著扩大了区域内中间品的生产和贸易，使得区域内贸易进一步扩大，据商务 部数据显示，2024年我国发放RCEP优惠原产地证书和自主出具原产地声明数量分别同比增长17.4%和38%。 二、RCEP促进区域人才流动，加码中企出海用工确定性 中国与RCEP成员国之间贸易往来的重点行业包括纺织业、机械行业、电子信息行业、石化行业、农业，在RCEP制度实施框架下，将推动这些行业中的各 类企业加速出海步伐，以最大化享受制度红利。据商务部企业调研数据显示，70%的受访企业认为RC ...

2025年6月19日—6月20日，相约"生而全球·共融共建"第二届出海全球峰会，与吴 晓波、王辉耀、秦朔、津上俊哉、杨宇东、张华荣等嘉宾，共 同探索中企出海从"产 能迁徙"到"文明共生"的新路径。 【点击马上报名】 文 / 巴九灵（微信公众号： 吴晓波频道） 同时，峰会根据 每年 国际经贸形势的变化， 设置并 探讨全新议题。 本届峰会遵循高水平、国际化、实效性的办会理念，共设置 2日主论坛、1场 深度晚宴以及1场中国企业家商务考察行程。 主论坛围绕 "逆全球化与新全球化""全球供应链的重构与创新""多生态赋能中资全球化""国际化即本土化"四大核心议题展开深度探讨，共安排17 场主题演讲、2场全球链接宣讲以及1场高峰对话。 其中，吴晓波老师将解读 2025年中国企业出海最新 趋势 ；出海先锋华坚集团董事长张华坚将分享非洲办厂经验，探讨中国企业如何在全球南方 市场实现 "产业共赢，红利共享"的方法论；蚂蚁数科区块链业务总裁、蚂蚁集团副总裁边卓群，将介绍科技创新如何激活现实世界资产流动性， 用前沿技术打通金融全球化的新通路…… 嘉宾们聚焦的出海议题丰富多样，就让我们提前看一下部分嘉宾的前瞻观点吧。 点击视频▼立即观 ...

Investment Rating - The report maintains a neutral investment rating for the transportation and construction industries [5]. Core Insights - The report emphasizes that Chinese companies are increasingly expanding into Southeast Asia as a strategic move for sustainable growth, leveraging the region's economic potential and lower costs [9][10]. - It highlights the role of third-party service providers in assisting companies with cross-border operations, thereby enhancing their core competencies while optimizing the service providers' business models [9][10]. - The report identifies that companies actively expanding overseas and effectively managing costs and risks are likely to build long-term competitive advantages amid trade headwinds [13]. Summary by Relevant Sections Section: Chinese Enterprises Going Overseas - The report discusses the restructuring of trade orders and the capital empowerment that enables Chinese enterprises to break through in Southeast Asia, which is seen as a key destination for overseas expansion due to its rapid economic growth and lower operational costs [9][10]. Section: Huanxu Electronics - Huanxu Electronics has accelerated its global expansion since 2018, establishing production bases in Vietnam, Mexico, and Poland, with a total of 30 factories across 12 countries [2][11]. - The company focuses on localizing talent and supply chains to maintain long-term competitiveness, with over 95% of its workforce in Vietnam being local [12][13]. Section: Eastern Airlines Logistics - Eastern Airlines Logistics is adjusting its route structure to mitigate risks and enhance its position as a comprehensive logistics service provider, currently operating 15 B777 freighters [14][16]. - The company is focusing on diversifying its market presence beyond North America to reduce risks associated with tariff fluctuations [14][16]. Section: Hongxin Jianda - Hongxin Jianda's overseas business has rapidly expanded, with overseas revenue reaching 3.9 billion yuan in 2024, accounting for 3.4% of total revenue, and further increasing to over 15% in Q1 2025 [17][18]. - The company plans to increase its overseas asset management scale to approximately 10 billion yuan by 2027, focusing on local procurement and employment to achieve win-win cooperation [18].

毕马威中国6月3日至6月6日在上海虹桥国际中央商务区举办出海系列活动，约40位毕马威海外成员所的 合伙人及行业专家参与活动，就企业完善出海战略管理、高效应对国际环境等话题建言献策。多名专家 表示，中企出海实践中，品牌与合规是两大关键要素。在发达市场，品牌认知度至关重要，企业可通过 与当地知名品牌合作提升影响力。合规管理是运营底线，任何违规行为轻则面临罚款，重则失去客户与 市场，导致投资失败。此外，中企不但要"走出去"，还应从企业运营完整链条的角度，考虑将研发、生 产、销售等不同环节在全球范围内多点布局。 虹桥国际中央商务区管委会党组书记、常务副主任孔福安表示，虹桥国际中央商务区正围绕全力打造服 务企业"走出去"先行区，切实提升服务企业国际化能力。一是聚焦财务审计、法律合规、检验检测、风 险评估、跨境金融、国际化人才服务等领域，加快集聚各类专业服务机构，打造高能级的专业服务合作 生态；二是进一步深化长三角赋能，深入推进与金华、合肥、嘉兴、苏州、芜湖、温州等长三角城市的 合作对接；三是从政策端、服务端、活动端共同发力，搭建线上线下（300959）"一站式"综合服务平 台，打造服务企业出海的多维度支撑体系。 欧洲和 ...

6月3日至6日，毕马威中国在上海举办出海系列活动，来自东南亚、中东和拉美等新兴市场，和欧美澳 加等传统发达市场的约40位毕马威海外成员所的合伙人及行业专家齐聚上海，就如何制定更为灵活、有 效的中长期战略，和中国企业代表交流。 各国经济发展愿景与现状、市场上的主要项目机会、中企投资路径、当地税法更新、税收优惠和筹划机 会等话题成为与会嘉宾讨论的重点。 毕马威亚太区及中国主席陶匡淳表示，当前"出海"是中国企业及上下游产业链实力发展的延伸，越来越 多企业开始借助自身深厚积累与战略布局，探索全球市场机遇。东南亚、中东和拉美等新兴市场是很多 中国企业出海布局的重点，但欧美澳加等传统发达市场仍具有相对优势和产业布局的潜能。 毕马威中国客户及业务发展主管合伙人江立勤表示，中国企业在海外市场要取得成功，有两点不容忽 视。一是品牌，二是合规。 "品牌认知度在发达国家市场尤其重要，企业可以与当地知名品牌合作，同时也需要在海外市场宣传方 面做充分投入。合规也是一个关键因素，若有不合规的情况发生，轻则罚款，重则被列入黑名单失去当 地客户和市场，导致投资失败。"江立勤总结。 毕马威沙特税务总监Mohamed Gouda介绍道，沙特位于 ...

Core Insights - Chinese enterprises are transitioning from "product export" to "technology empowerment" in their globalization efforts, reflecting a new confidence in global competition [1] - The globalization process of Chinese companies is characterized by technology-driven strategies, compliance-first approaches, and ecological collaboration [1][2] - The competitive advantage of Chinese companies is increasingly based on comprehensive capabilities developed in the domestic market rather than just cost advantages [2] Group 1: Technology and Globalization - The past decade of intense competition in the Chinese market has forced companies to refine their unique competitive strengths, enabling them to compete effectively abroad [2] - Companies like GAC Group have advanced their technologies, such as smart cockpits and autonomous driving, which have evolved significantly, providing a strong foundation for international expansion [2] - AI video technology firms, such as Aishi Technology, have demonstrated that Chinese teams can achieve significant cost efficiencies while developing competitive global platforms [2] Group 2: Cloud Computing as a Strategic Lever - Cloud computing is viewed as a critical infrastructure that supports the globalization of Chinese enterprises, providing essential resources and technical capabilities [3][4] - GAC Group's experience shows that moving to cloud solutions can significantly reduce costs and improve operational efficiency compared to traditional data center setups [3] - Compliance with international regulations, such as GDPR, is facilitated through cloud computing, which offers efficient solutions for data management and risk mitigation [3][4] Group 3: Edge Computing and Market Expansion - The rise of 5G and IoT is driving local computing needs, with predictions indicating that the edge cloud market in China could exceed 200 billion yuan by 2025 [6] - The focus on edge computing, hybrid cloud deployment, and deep integration of AI will be key areas for Chinese companies as they expand internationally [6] - Emerging markets in Southeast Asia, South America, and Africa are becoming increasingly important for Chinese enterprises, with cloud service providers like Alibaba Cloud enhancing their infrastructure in these regions [6] Group 4: Competitive Landscape - The essence of cloud computing is not just resource provision but also the output of technical capabilities, enabling companies to adapt quickly to new markets [6] - The competition for Chinese companies is shifting from price and scale to technology density and agility in globalization efforts [6][7] - Aishi Technology's approach to global competition emphasizes the importance of facing the best in the field from the outset, highlighting the rigorous testing ground that global markets represent for Chinese innovation [7]