点击上图▲立即报名 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， 1500+企业出海掌舵人再聚狮城，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） 历史总是惊人的相似。今天的中国，正在经历拉锯且充满变数的中美贸易战；而1960—1990年间的日本，也经历了长达三十年之久的日美贸易摩 擦，并直接导致了日本企业大规模出海。 在许多中国人看来，《广场协议》的签订是日本经济转折的重要诱因，日本由此陷入了"失去的20年"，大家把它视为前车之鉴，希望从中吸取教 训。 与此同时，日本的全球化进程加速，日本企业在海外攻城略地，再造了一个"影子日本"，如今中国企业掀起新一轮出海浪潮，也希望从中获取宝贵 的经验。 可以说，贸易战只是一个表象，背后是全球产业链的分化与重构。 我们相信在历史循环中可以找到更多答案，经济周期和规律会给我们启发，日 本在出海过程中的经验教训可以为我们指点迷津。 为此，我们邀请到日本著名的国际经济学者和中国问题专家、国际问题研究所客座研究员 ...

来源|国际财闻汇 当地时间6月11日，据彭博社报道，美国总统特朗普表示，他计划一两周内向贸易伙伴致函，设定 单边关税税率，在7月9日的最后期限前对数十个经济体重新征收更高的关税。 "到了一定时候，我们就会把信发出去。我想你们明白，这就是交易，你可以接受也可以拒绝。"特 朗普周三在华盛顿肯尼迪中心出席一场演出时对记者表示。 【全球产业链重构下，共探中国企业的生态共赢转型路径—— #2025中国企业出海高峰论坛 #报名通道 开启 】由凤凰网主办的"2025中国企业出海高峰论坛"将于6月28-29日在深圳举行。 论坛以"为开放的世界"为主题，探讨新兴市场出海攻略。潘基文、龙永图、魏建国、姜增伟等重磅嘉宾 出席，另有30余国经贸代表、超50家行业领军企业，聚焦政策研判、产业实战与区域合作，为中国企业 全球化提供系统性解决方案与资源对接平台。 论坛报名 通道现已开启， 点 击图片 或下方" 阅读原文 "报名 目前尚不清楚特朗普是否会说到做到。他经常设定两周的行动期限，但最终行动要么推迟，要么不 了了之。 特朗普5月16日曾表示，他将在"未来两三周内"对美国贸易伙伴设定关税税率。目前，美国仅与英 国达成了贸易框架，以及与 ...

目前尚不清楚特朗普是否会说到做到。他经常设定两周的行动期限，但最终行动要么推迟，要么不 了了之。 特朗普5月16日曾表示，他将在"未来两三周内"对美国贸易伙伴设定关税税率。目前，美国仅与英 国达成了贸易框架，以及与中国达成关税协议。 周三被问及是否会延长各国在加征关税生效前与美方达成协议的最后期限时，特朗普表示他对此持 开放态度。"但我认为我们没这个必要。"他补充道。 【全球产业链重构下，共探中国企业的生态共赢转型路径—— #2025中国企业出海高峰论坛 #报名通道 开启 】由凤凰网主办的"2025中国企业出海高峰论坛"将于6月28-29日在深圳举行。 论坛以"为开放的世界"为主题，探讨新兴市场出海攻略。潘基文、龙永图、魏建国、姜增伟等重磅嘉宾 出席，另有30余国经贸代表、超50家行业领军企业，聚焦政策研判、产业实战与区域合作，为中国企业 全球化提供系统性解决方案与资源对接平台。 来源|国际财闻汇 当地时间6月11日，据彭博社报道，美国总统特朗普表示，他计划一两周内向贸易伙伴致函，设定 单边关税税率，在7月9日的最后期限前对数十个经济体重新征收更高的关税。 "到了一定时候，我们就会把信发出去。我想你们明白，这 ...

Core Insights - Chinese listed companies are accelerating their overseas expansion in response to global supply chain restructuring and intensified domestic competition, transitioning from traditional product exports to comprehensive brand and ecosystem layouts [4][30] - By June 3, 2025, the total overseas revenue of all A-share listed companies for 2024 is projected to reach 9.4 trillion yuan, an increase of nearly 8% compared to 2023, with overseas revenue accounting for 19.4% of total revenue, up 2.5 percentage points from 2023 [4][6] Group 1: Overview of Overseas Revenue - Among 5,413 A-share listed companies, 3,657 disclosed overseas business revenue in their annual reports for 2024, representing 67.6% of the total [6] - The top three companies by overseas revenue are Luxshare Precision, BYD, and Luoyang Molybdenum, with revenues exceeding 200 billion yuan, specifically 235.47 billion yuan and 221.88 billion yuan for Luxshare and BYD respectively [6][7] - The average overseas revenue for companies with overseas business is 2.58 billion yuan, with a median of 270 million yuan, indicating a significant disparity between leading companies and the overall average [6][7] Group 2: Industry Performance - In 2024, the banking industry leads in overseas revenue median at 13.23 billion yuan, with a median growth rate of 3.76%, indicating a stable internationalization trend [9] - The transportation sector shows the highest growth rate at 36.37%, driven by the expansion of new energy vehicles and infrastructure projects under the Belt and Road Initiative [9][12] - The home appliance sector has a high overseas revenue share of 34.3%, reflecting increased penetration of high-value products in international markets [9][12] Group 3: Emerging Trends and Notable Companies - A total of 176 companies have shown a consistent increase in overseas revenue share over the past three years, with at least a 10 percentage point increase in the last year [5][13] - The machinery and electrical equipment sectors have the highest number of companies with significant overseas revenue growth, with notable examples including Zoomlion and GCL-Poly Energy, which have seen substantial increases in their overseas revenue [21][23] - In the electronic information sector, companies like Inspur Information have reported significant overseas revenue growth, benefiting from the "AI+" policy and increased demand for server components [25][28] Group 4: Sector-Specific Highlights - The renewable energy equipment sector, particularly in solar and lithium battery industries, has seen remarkable growth, with companies like Gotion High-Tech reporting overseas revenue of 9.83 billion yuan [22][23] - The pharmaceutical and chemical industries have also shown strong overseas performance, with companies like Baillie Gifford achieving a 654% increase in overseas revenue [24][28] - The average overseas revenue growth for the chemical pharmaceutical sector reached 155%, with several companies reporting significant increases in their international sales [28][30]

Core Viewpoint - The article discusses the ongoing trends in the lithium battery industry, highlighting the acceleration of Chinese battery manufacturers' global expansion and the positive outlook for supply and demand dynamics in the sector [3][5][6]. Group 1: Industry Trends - The "5th China International Solid-State Battery Technology Conference and 2025 Advanced Battery Materials and Intelligent Equipment Technology Exhibition" is scheduled for June 19-20 in Hefei [3]. - Major lithium battery manufacturers are increasingly pursuing overseas expansion as a strategy to address domestic overcapacity, with Hong Kong listings being a significant step in this direction [3][5]. - The recent listing of CATL on the Hong Kong Stock Exchange raised HKD 40.76 billion, marking a rapid completion of the process in just 128 days [3]. Group 2: Company Developments - EVE Energy announced plans to issue H-shares and list on the Hong Kong Stock Exchange, aiming to enhance its global strategy and fund overseas factory construction [3]. - The article notes that if EVE Energy successfully completes its IPO, it will become the second lithium battery company to achieve dual listing in A+H shares [3]. Group 3: Market Performance - As of June 12, 2025, the Battery 50 ETF index experienced fluctuations, with solid-state battery stocks showing significant gains, while major players like Sunshine Power and CATL saw slight declines [4]. - The lithium battery production in June is projected to increase, with a 2.9% month-on-month rise in battery production and notable increases in other components such as cathodes and electrolytes [5][6]. Group 4: Long-term Outlook - The long-term outlook for the battery sector is positive, with expectations of improved supply-demand dynamics driven by increasing domestic and international demand for new energy vehicles and energy storage solutions [6]. - The supply side is expected to see a slowdown in new capacity releases, leading to higher utilization rates and improved profitability for leading battery manufacturers [6].

Group 1 - The article highlights the successful international expansion of Chinese companies, particularly in the renewable energy sector, exemplified by the 100 MW wind power project in Kazakhstan by Huantai Energy [1] - Huantai Energy has become the largest and most competitive clean energy supplier in Central Asia after 10 years of development, showcasing the potential of Chinese enterprises in global markets [1] - The financing model for the project utilized a combination of Chinese equipment exports and local construction in Kazakhstan, with electricity pricing linked to the Chinese yuan, thus mitigating currency risk [1][2] Group 2 - The Industrial and Commercial Bank of China (ICBC) Shanghai Branch, in collaboration with the China Export & Credit Insurance Corporation, successfully organized an export buyer's credit international syndicate for Huantai Group, optimizing financing costs and reducing currency risk [2][3] - The syndicate financing model is expected to be replicable for other overseas projects, enhancing confidence in international market expansion for Chinese enterprises [3] - The demand for financing in the wind power sector is significant, with projections indicating a 41.7% year-on-year increase in China's wind turbine exports in 2024, reaching a historical high [3] Group 3 - China's overall foreign direct investment reached $40.9 billion in the first quarter of 2024, reflecting a 6.2% year-on-year growth, indicating a robust trend in outbound investment [5] - A major steel group has secured joint development rights for the Simandou iron ore project in Guinea, highlighting the strategic importance of such projects for China's iron ore supply security [5] - Financial institutions are innovating to address funding challenges faced by companies during the project initiation phase, with the Construction Bank successfully obtaining approval for cross-border project financing [6] Group 4 - The Agricultural Bank of China Shanghai Branch has established a cross-border syndicate service network, with a loan balance equivalent to nearly 50 billion yuan under the FT program by the end of 2024, demonstrating the growing demand for comprehensive financial services for outbound investments [7] - New policies are being introduced to facilitate cross-border financing, including non-resident acquisition loans, which are expected to enhance the ability of banks to support outbound enterprises [7][8] - The Shanghai Financial Regulatory Bureau has implemented new regulations to ease the financing process for non-resident acquisitions, providing more convenience for companies with genuine needs [7][8]

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 trend of Chinese companies, particularly those from Qingdao, expanding overseas has shifted from being an option to a necessity, driven by strategic considerations to integrate into the global industrial chain [2][12]. Group 1: Recent Developments - Since May, at least seven major listed companies from Qingdao have announced plans for overseas factories, trial production, acquisitions, and listings [2][3]. - Haier Europe successfully completed the acquisition of KLIMA KFT in Hungary, marking a significant step in its global strategy [3][4]. - Soft Control's subsidiary signed a strategic cooperation agreement with Germany's Natch, focusing on technology development and global market expansion [3][6]. - Sailun Group's factory in Mexico has commenced production of high-performance tires, enhancing its presence in the North American market [3][4]. - Guoen Co. plans to issue H-shares for listing on the Hong Kong Stock Exchange to support its globalization strategy [3]. - Teruid announced the establishment of a subsidiary in Saudi Arabia to enhance its market position in the region [3][9]. - Aucma plans to build a smart manufacturing factory in Indonesia with an annual production capacity of 500,000 refrigerators [3]. Group 2: Characteristics of Expansion - The current wave of overseas expansion by Qingdao companies exhibits three new characteristics: increased high-value-added industries, a focus on ecological integration of global resources, and localized operations in regional markets [3][4][10]. - The diversification of industry types and higher added value reflect Qingdao companies' deeper roles in the global supply chain [4][10]. - The acquisition of KLIMA KFT by Haier not only provides a first-mover advantage but also integrates local networks with advanced technology for sustainable development [4][10]. Group 3: Strategic Framework - Qingdao's "10+1" innovative industrial system is a key driver behind the overseas expansion, focusing on strategic emerging industries such as smart manufacturing, green energy, and industrial internet [11][14]. - The city's open attributes and supportive policies create a conducive environment for companies to explore international markets [12][16]. - Qingdao's strong manufacturing base and commitment to technological innovation provide the necessary support for companies to thrive globally [14][15]. Group 4: Future Outlook - The increasing number of companies embarking on overseas ventures is expected to enhance the resilience of Qingdao's industrial system and integrate "Qingdao manufacturing" into the global value chain [17].

以下文章来源于杭州钱塘企业出海服务基地 ，作者浙企出海 杭州钱塘企业出海服务基地 . 钱塘大江东，出海进行中 2025年6月10日，2025中国·北非（埃及）双向投资主题活动成功举办，特邀埃及驻上海总领事馆公使衔参赞对官方经济合作政策进行解 读，现场吉利汽车、卓翼智能、宁波银行等多家企业代表与专业服务商代表共同交流中埃产业合作机会。 出海的风，吹向苏伊士运河。 6月10日，"2025中国·北非（埃及）双向投资沙龙活动"在杭州钱塘区成功举行。 本次沙龙由钱塘区商务局和杭州钱塘新区建设投 资集团有限公司主办，聚焦北非投资机遇、产业发展合作和企业落地痛点等关键议题。 埃及驻上海总领事馆公使衔参赞伊曼·侯赛因（Eman Hussien）现场解读埃及经济政策与市场投资机会 ，吉利汽车集团、宁波银 行、北京卓翼智能科技有限公司作为优秀企业分享出海经验，并与现场参会的50多家出海企业进行深入互动交流。 在活动上，埃及驻上海总领事馆公使衔参赞伊曼·侯赛因（Eman Hussien）向参会嘉宾介绍了埃及的"2030 愿景"对于埃及经济增 长的重要性。 伊曼·侯赛因表示， 埃及正处于重要的经济转型十字路口，各领域新兴机会不断涌现 ...

Group 1 - The Fourth China-Africa Economic and Trade Expo will be held in Changsha from June 12 to 15, showcasing the achievements and potential of Yutang District's economic cooperation with Africa [1] - Xiangtan Steel Group is the largest production base for wide and thick plates globally, with a strong manufacturing level in various industries, including shipbuilding and engineering machinery [1] - Xiangtan Steel will promote special steel products used in shipbuilding, engineering machinery, and high-rise bridge construction at the expo [1] Group 2 - Xiangtan Electric Chemical Co., Ltd. is a leading producer of electrolytic manganese dioxide and other new energy battery materials, with products exported to over 20 countries [2] - The company will showcase various battery materials, including alkaline electrolytic manganese dioxide and nickel sulfate, targeting new energy power battery manufacturers [2] - The Xiangtan Central International Machinery Park will host a remanufacturing exhibition from June 13 to 15, featuring multiple local companies [2] Group 3 - Xiang Electric Group provides services for power, energy, mining, and other sectors, showcasing models of heavy equipment and smart energy solutions at the expo [3] - Xiangtan Danno Electronic Technology Co., Ltd. will present enamel kitchenware products, while Xiangtan Jiayuan Trading Co., Ltd. will display various types of tea exported to Europe and Africa [3] - The "Xinhua Zhai" brand will exhibit traditional pastries, contributing to the diverse offerings aimed at enhancing Yutang's foreign trade [3] - The event aims to help local companies expand into international markets and enhance brand influence, promoting high-quality regional economic development [3]