为什么宜家是中国家居企业出海的绝佳对标企业之一？本篇，家居新范式将以数据分析 宜家中东的选址策略，对有着相似目标市场的企业，或有直接借 鉴意义。 为什么"跟着宜家走"是一条傻瓜级出海路？ 总部在加拿大的数据分析平台 Voronoi ， 以这样一张气泡图展示了全球 前 20 大 零售企业的 2024 年营收情况。 其中唯一一家主打面向终端消费者的家具零售类企业，便是宜家。因汇率变化问题，宜家的2024年营收粗略记作近500亿美元。值得注意的是，宜家的国 际化程度为前20中首位，海外营收达到公司总营收的97%，公司运营横跨63个国家和地区。换言之，宜家是在出海这件事上极为专业的头部零售品牌。 宜家全球481个分店分布图（宜家官网） 对比欧洲6亿多人口的285家，每店覆盖近2300人，宜家中东21家店，每店覆盖人口数（近21000人）仅为欧洲的9.2倍。考虑到中东的沙漠面积占到国土面 积的2/3以上，在沙特阿拉伯、卡塔尔等地，沙漠面积甚至高达95%，因此人口居住极其密集，而欧洲的人口居住区域更宽泛，所以宜家在中东地区的实 际可到达程度（accessibility，普通人到访的便利程度），会比店面总数表现出来的更佳。 ...

俗话说"春江水暖鸭先知"，从事外贸业务的企业，往往是最先感知市场变化的群体。 据央视新闻报道，贸易追踪机构Vizion公布的数据显示，在美国和中国互降关税之后，在美国下单的从 中国到美国的集装箱运输预订量飙升近300%。多数航线运价也随之上升。根据上海航运交易所5月16日 发布的中国出口集装箱运输市场周度报告，上海出口集装箱综合运价指数为1479.39点，较上期上涨 10%。上海港出口至美西和美东基本港市场运价（海运及海运附加费）分别为3091美元/FEU和4069美 元/FEU，分别较上周大涨31.7%、22.0%。 中国外贸商在"窗口期"抓紧出货的同时，早已做好了两手准备。为了突破贸易限制并实现更高层面的资 源整合，越来越多中国企业正加快出海步伐，寻求新的发展空间。 近年来，中国外贸企业在东南亚呈现全行业开花的态势。近日，记者陆续采访了多家在东南亚设有生产 线的中国外贸企业，它们分别从事电子设备、光伏、包装材料生产等的生意，当中不少都是对美出口份 额较重的企业。部分受访企业负责人告诉记者，受到美国关税政策的影响，他们对美出口的业务不可避 免会受到影响。 而且对于很多中国外贸企业来说，美国市场规模大，目前还 ...

Core Points - The "Private Economy Promotion Law" officially implemented on May 20 marks a significant legal recognition of the private economy in China, emphasizing the importance of promoting its sustainable and high-quality development as a long-term national policy [1][3] - The law aims to create a fair and efficient development environment for private enterprises through legal means, addressing regulatory barriers and promoting supportive policies [3][4] Group 1: Legal Framework and Implementation - The law is the first to explicitly define the legal status of the private economy and incorporates the principle of "two unwavering commitments" [1] - It establishes a framework for government and enterprise communication, mandating local governments to create effective channels for feedback from various economic organizations, including private enterprises [4][5] Group 2: Regional Focus on Guangdong - Guangdong province, a pioneer in private economic development, has a total of 18.38 million registered private economic entities, accounting for 96.48% of all operating entities by the end of 2024 [3] - The implementation of the law is expected to further support the growth and scaling of private enterprises in Guangdong, fostering a robust economic environment [3] Group 3: Communication Mechanisms - Guangdong has established a long-term communication mechanism between government and enterprises, highlighted by regular forums such as the "Cantonese Business and Governor Face-to-Face Consultation Meeting" [5][6] - This mechanism allows for direct dialogue between provincial leaders and entrepreneurs, facilitating the rapid identification and resolution of operational challenges faced by private enterprises [8][9] Group 4: Policy Support and Talent Development - The law includes provisions for simplifying access to preferential policies for private enterprises and encourages entrepreneurship through public services [10][11] - Guangdong has launched initiatives to attract talent, including the "Million Talents Gather in South Guangdong" campaign, aiming to recruit 1 million college graduates for employment and entrepreneurship in the province [14] Group 5: International Expansion and Trade - The law also addresses the need for private enterprises to engage in international exchanges and protect their overseas rights, reflecting the growing trend of enterprises expanding abroad [15][17] - Guangdong's foreign trade reached over 9 trillion yuan in 2024, with private enterprises playing a crucial role in this growth, supported by government initiatives to facilitate international market access [15][16]

5月17日，深圳市委金融委员会办公室常务副主任、市委金融工作委员会常务副书记、市地方金融管理 局局长时卫干在2025清华五道口全球金融论坛上表示。 南方财经全媒体记者 黄子潇 深圳报道 "尽管世界不确定性越来越大，但粤港澳大湾区未来的驱动发展、参与化发展、联合发展等趋势越来越 强的，未来的深度合作充满确定性。" 金融市场的互联互通改变了深圳与香港。股票通、债券通、跨地理财通、ETF通、保险通、私募通等一 系列举措使香港和深圳收益颇丰。然而，金融领域仍有很多工作要做，包括政府发挥平台作用，提供更 好的营商环境等。 据此，时卫干在会上重点谈及了深圳市地方金融局未来的4个重点工作。 第一，是用好深港金融合作委员会机制。他表示，这个机制有从中央到地方，以及各类市场机构的参 与，深圳希望通过这个机制，发挥平台作用以推动金融合作领域的工作。目前该机制已经成立四个专 班，分别为深港金融科技、金融服务企业"走出去"、前海、河套四个专班，深圳据此将各个领域的金融 合作项目化、清单化、具体化。 第二项重点工作，则是进一步支持和鼓励优秀的深圳企业、大湾区企业到香港上市，同时也鼓励符合条 件的在香港H股上市的大湾区企业重新回到深交所 ...

Group 1 - The current wave of Chinese companies going abroad is characterized by an unprecedented urgency and speed, with overseas revenue of A-share listed companies growing by 55.8% from 2020 to 2023, and two-thirds of these companies reporting overseas income, a historical high [2][4] - The trend of "going out" is shifting from product-based international trade to foreign direct investment (FDI), where companies are taking their operations and capabilities abroad rather than just exporting products [2][4] - Companies are categorized based on their motivations for internationalization, primarily seeking new markets or acquiring resources and capabilities to enhance competitiveness [4][5] Group 2 - The majority of companies expanding overseas are driven by domestic cyclical pressures, with a significant shift from domestic sales to exports due to a mismatch in supply and demand [7][8] - Some companies are experiencing rapid growth in overseas markets not due to domestic market shrinkage but because of attractive opportunities abroad, exemplified by brands like Pop Mart and Miniso [9][10] - Companies like SANY Heavy Industry have seen their overseas revenue triple in recent years, highlighting the importance of international markets for growth [8] Group 3 - The pressure to go abroad is intensified by geopolitical conflicts, leading companies to relocate production to maintain competitiveness and meet international demand [12][13] - Companies are also pursuing strategic resources abroad, such as lithium projects in Argentina by Ganfeng Lithium, to secure supply chains and reduce costs [13][14] - The restaurant industry has seen a dramatic increase in foreign direct investment, growing 95 times, indicating a complex mix of domestic demand decline and overseas opportunities [15] Group 4 - The speed of international expansion among Chinese companies is remarkable, with examples like Mixue Ice City opening 2,600 stores in Indonesia in just four years [16][17] - Companies like Chery Automobile have successfully balanced domestic and international growth, achieving a significant increase in export volumes [22] - The relationship between the speed of going abroad and performance is nuanced, with rapid expansion potentially leading to both opportunities and risks [19][21] Group 5 - Companies are increasingly focusing on local market responsiveness while maintaining global operational efficiency, particularly in sectors like food and retail [23][24] - The emergence of "best-value provider" strategies among Chinese manufacturers indicates a shift towards balancing cost leadership with customer value [32][33] - New entrants in the market, such as DJI and Shokz, are leveraging innovation and cultural uniqueness to compete globally, marking a new phase in China's international business landscape [36][37]

在15名董事会成员中，尽管董事长焦健等5名与中国中化相关的董事投出反对票，但决案以9人同意，1名弃权的票型通过，大股东失去了话语权。 01 前些天，麦肯锡发布了一个报告，在国际供应链重组和市场多元化的背景下，2025年全球并购市场将踏入上升轨道，并购交易有希望大幅提升，特别是中国 企业出海意愿强烈。 像我们单仁牛商很多学员也告诉我，2025年有出海的计划，跟海外企业合作，甚至是到海外合资建厂。 但有一件事也给我们想要通过出海，创造第二增长曲线的企业，敲响了警钟。 02 在2015年，中国化工集团宣布以71亿欧元的价格收购了全球知名轮胎品牌倍耐力37%的股份，成为倍耐力的大股东，这也是当时国企第五大海外并购案。 但在10年后的今天，倍耐力董事会投票决定剥夺大股东中化集团对公司的控制权。 倍耐力拿出了两条理由，一个是意大利政府通过的"黄金权利法案"，防止外国投资者对关键技术和管理的控制，限制了中化访问敏感信息，特别是轮胎中嵌 入的传感器相关的数据不准对中化集团开放。 另一个就是美国宣布从2027年开始禁止中国控制的汽车供应商的产品服务，美国又是倍耐力轮胎领域的关键市场，倍耐力就通过国际财务报告准则第十条 （IFR ...

田轩同时也呼吁进一步开放国内的资本市场，以吸引外资投资机构。他认为，国外的机构投资者进入中 国市场后，能够大幅降低国内企业的融资成本、分散企业的创新投资风险，同时也能够帮助企业提高公 司的治理能力。 此外，对于国内外贸企业面对关税战带来的不确定性，田轩认为，关税加征给外贸企业尤其是中小型的 民营企业带来了一些困难，短期内为这些受到冲击的企业提供一些政策支持，帮助这些企业渡过难关是 很有必要的，例如可以考虑税收减免、贷款展期，甚至直接提供补贴等措施。 他同时表示，从中长期来看，一个企业能否应对外部冲击、能否存活下来的关键还是靠企业自身，外贸 企业要做好两手准备，一方面要提高自身的科技创新能力，降低企业的运营成本，优化供应链流程，同 时开拓其他更多的国外市场，减少对外部单一市场的依赖。 在田轩看来，中国的企业要出海，要实现对外投资，就是要跳出舒适区，到一个陌生的国家开拓市场， 这肯定是一个艰难的选择，毕竟这些出海企业对当地的政治制度、风土人情、宗教信仰、监管法律等都 不熟悉。但无论如何，只有企业自身做大做强，最终走向全世界，才是应对外部一切不确定性最重要的 法宝之一。 （原标题：清华大学田轩：中国吸引外商投资具备 ...

Core Viewpoint - The "going global" strategy is essential for Chinese companies to cope with external uncertainties and reduce reliance on the U.S. market [1] Group 1: Market Policy and Foreign Investment - China maintains an open market policy, welcoming foreign investment and encouraging greater foreign participation in its financial market [1] - Capital tends to flow to regions that offer the highest returns, indicating a competitive investment environment [1] Group 2: Challenges of Overseas Investment - Chinese companies need to actively implement the "going global" strategy to expand their overseas investment scale [1] - Engaging in overseas investment requires companies to prepare for challenges related to political systems, cultural customs, religious beliefs, and legal regulations in different countries [1] - The process of "going global" is seen as a way for companies to break out of their development comfort zones [1]

Core Insights - The article discusses the evolution of Chinese manufacturing and its transition to branding and overseas expansion, highlighting the challenges and opportunities in the global market [1][4][30] Group 1: Market Dynamics - The overseas market is becoming increasingly competitive, with many Chinese companies venturing abroad, leading to a "red ocean" scenario rather than the anticipated "blue ocean" [7][9] - The number of Chinese companies going overseas has reached a new high, with cross-border e-commerce import and export volume increasing by over 15% in one year [10] Group 2: Opportunities in Overseas Markets - There are still significant opportunities in overseas markets, particularly for those who can adapt their strategies and leverage brand strength, content, and operational capabilities [16][30] - Successful companies are shifting from merely selling products to building brands and engaging with consumers through content and community [18][22] Group 3: Strategic Shifts - Companies are moving from large platforms to private domain marketing, focusing on authentic engagement rather than traditional advertising [22][24] - The evolution of supply chains is also a key trend, with companies establishing local warehouses and production facilities in foreign markets to enhance their operational efficiency [26][28] Group 4: Mindset and Adaptation - The perception of competition ("卷") stems from a narrow understanding of market dynamics; companies must upgrade their strategies to succeed in different cultural contexts [29] - The future of overseas expansion will depend on long-term brand building, understanding cultural nuances, and employing systematic capabilities to address structural opportunities [30]

5月15日，由北京市委金融办牵头搭建的服务北京全球高端专业服务机构平台正式启动。作为平台财会领域的牵头机构掌舵者，ACCA（特许公认会计师公 会）行政总裁白容（Helen Brand）特地从英国来到北京参加启动会。 在启动仪式结束后，经济观察报记者对白容进行了采访。谈及ACCA在中国高水平对外开放中所扮演的角色时，白容表示，在促进开放、推动互联互通以及 贸易繁荣发展的关键进程中，一个全球通用的商业语言至关重要。商业人士、监管者、政府以及更广泛的商业生态系统之间需要建立稳固且紧密的联系。 白容表示，在助力北京打造高端专业服务平台的过程中，ACCA的首要职责是统筹协调财会与金融领域内各方参与者的共同努力。凭借自身广泛的全球影响 力以及在中国的深厚根基，能够协调众多其他组织与企业共同参与其中，贡献国际视野。 据ACCA（特许公认会计师公会）与IMA®（管理会计师协会）近日公布的2025年第一季度《全球经济状况调查》报告显示，中国财会专业人士整体市场情 绪大幅跃升，而北美地区的市场信心已降至有史以来最低水平。 根据上述报告，一季度调研结果显示北美市场信心显著下降，主要归因于美国财会专业人士的信心跌至历史第二低水平。调 ...