01 事件概述 公司发布6月产销快报，6月新能源汽车批发销售38.3万辆，同比+12.0%，环比+0.03%；新能源乘用车批发销售37.8万辆，同比+11.0%，环比+0.2%。分品牌看，6 月王朝海洋、腾势、方程豹、仰望销量分别34.3万辆、15,783辆、18,903辆、205辆。 02 分析判断 ► 6 月批发同比增长 出口表现亮眼 公司6月新能源乘用车批发销售37.8万辆，同比+11.0%，环比+0.2%，海外销量9.0万辆，再创新高。新能源乘用车批发中，其中插混乘用车销售17.3万辆，同 比-11.5%，环比-1.1%。纯电乘用车销售20.7万辆，同比+42.5%，环比+1.2%。分品牌看，王朝海洋销量34.3万辆，秦PLUS DM-i 5.0、海豹06等新车型贡献核心增 量；腾势/仰望/方程豹销量3.49万辆，占比9.1%，高端化加速突破。 ► 出海表现亮眼 海外建厂加速推进 受益海外车型上量及区域拓展，6月新能源出口销量9.0万辆，再创新高；出海稳步增长，一方面是由于海外真实需求逐步提升，受益土耳其、巴西、欧洲等地销量快 速增长，主要车型是seal U 混动；一方面是受益滚装船投入：比亚迪202 ...

Core Insights - The "2025 China Enterprises Going Global Summit" was held in Shenzhen, focusing on providing a high-end platform for Chinese companies to address challenges in international expansion and explore collaborative transformation paths [1] Group 1: Event Overview - The summit was organized by Phoenix Network and aimed to facilitate discussions on the restructuring of global industrial chains [1] - The theme of the summit was "For an Open World," emphasizing the need for dialogue on rules and resource connections [1] Group 2: Legal Challenges - Zhang Huawai, a prominent legal expert, highlighted the significant increase in intellectual property litigation involving Chinese companies in the U.S., with 1,173 new cases filed in 2023, marking a 19% year-on-year increase [2] - Patent litigation saw a notable rise of 56.1%, while 66.1% of trademark defendants lost cases due to default judgments [2] - The cross-border e-commerce sector faced 1,092 lawsuits in 2023, accounting for 94.6% of cases, with 99.38% of defendants being Chinese companies [2] - The trend is expected to worsen in 2024, with projections of 1,302 cases involving Chinese companies, of which 1,165 will be as defendants, representing 89.48% [2] - A concerning trend of malicious trademark registration has emerged, with systematic registrations of over 40 well-known Chinese trademarks by foreign entities [2] - Companies are advised to prioritize and expedite their cross-border intellectual property strategies to mitigate legal risks [2]

Group 1 - The forum focused on international cooperation in the digital economy, aiming to create a platform for project innovation and collaboration among digital economy enterprises [4][5][6] - Over 800 representatives from digital economy companies, including IBM and Thales, attended the forum, highlighting the significance of international collaboration [3][4] - The event attracted over 3 million online viewers, indicating a strong interest in the topics discussed [4] Group 2 - The Beijing Outbound Base has signed agreements with 16 companies, with a total contract value exceeding 10 billion, emphasizing its role in facilitating global expansion for enterprises [16][18] - The forum introduced the "Digital Economy Outbound Service International Alliance," with 24 members from various sectors, showcasing a collaborative approach to support outbound digital economy initiatives [19] - The establishment of a "one-stop" outbound service system was announced, covering key elements such as management, data, technology, and talent [21] Group 3 - The forum discussed the "Digital Friendly City" concept, aiming to create a supportive environment for digital economy development and international cooperation [11][12] - Various speakers emphasized the importance of open attitudes and international collaboration for domestic enterprises to achieve global integration [8][10] - The forum featured specialized sessions focusing on artificial intelligence, cross-border e-commerce, and smart tourism, reflecting the diverse opportunities in the digital economy [24]

当一碗包罗百味的"沙拉"，跨越山海叩醒异国的味蕾；当一场关于爱与自由的诘问，借由潮汐传来 清晰的回响。7月2日-3日，由大麦Mailive出品、大麦"当然有戏"自制的话剧《杂拌、折罗或沙拉》纪念 版在日本东京江户川综合文化中心上演，超2000位观众齐聚现场，共同见证中国原创力量亮相国际戏剧 舞台。 话剧《杂拌、折罗或沙拉》纪念版由张慧编剧并执导，由马卓君、张懿曼、蒋奇明、伍蓝莹（按出 场顺序）联袂出演，为2024年大麦"当然有戏"在厂牌首部自制话剧《杂拌、折罗或沙拉》首演三周年之 际推出的特别纪念版本。通过三个气质迥异的故事，作品书写出三重不同况味，并由此串联起人们对于 一个时代的共同记忆和生命思考。大麦数据显示，2024年10月-2025年2月，纪念版曾在中国5城的16场 巡演场场售罄，共吸引了超1.7万观众观演。 出色的市场表现和用户口碑也让东京率先向剧目敞开了怀抱。为吸引更多日本观众走进剧场，此次 东京公演不仅在内容上融入了一些日本元素，在呈现上也特别增配了日文字幕，并在第三个故事的多媒 体设计中嵌入日文。 除《杂拌、折罗或沙拉》外，大麦"当然有戏"与《魔幻时刻》、《六个说谎的大学生》等日本知名 IP也 ...

最近几年，中国咖啡市场的赛道可以说是相当内卷，瑞幸、库迪、manner、幸运咖是你方唱罢我登场，就在最近瑞幸杀入美国市场的消息传来，杀入了世界 咖啡文化的大本营，瑞幸究竟是想干啥？ 一、瑞幸杀入美国市场？ 首先，这些年，伴随着咖啡文化的普及，中国咖啡市场已经经历了从无到有的迅速发展，并且进入了竞争白热化的状态。随着城市化进程的加快以及消费者 生活方式的改变，越来越多的人开始接受并喜爱上这种提神醒脑的饮品。特别是在年轻一代中，咖啡不仅是一种日常饮品，更成为了一种社交工具和生活态 度的象征。这导致了各大品牌纷纷进入中国市场，包括国际巨头星巴克、Costa等，也催生了像瑞幸、库迪、manner这样的本土新兴品牌。然而，随着市场 竞争的加剧，各品牌之间的价格战、营销战愈演愈烈，如何寻找新的增长点成为了摆在各家咖啡企业面前的普遍难题。 据21世纪经济报道的消息，近日，瑞幸咖啡在美国纽约曼哈顿百老汇大道755号、第六大道800号的首批两家门店正式开业。 据瑞幸美国APP公布的菜单显示，其饮品价格在3.45美元（约合人民币24.7元）至7.95美元（约合人民币57元）之间。其中美式咖啡4.45美元（约合人民币 31.9元） ...

Core Insights - The conference highlighted the increasing trend of Chinese companies expanding overseas, with significant opportunities and challenges arising from global supply chain restructuring and geopolitical tensions [2][4] - Experts discussed the importance of brand building and business growth in emerging markets, emphasizing the need for localized strategies and understanding consumer behavior [2][8] Group 1: Emerging Market Opportunities - Emerging markets such as Southeast Asia, the Middle East, and Latin America are seen as key growth areas for Chinese brands, with specific countries like Vietnam, Indonesia, and India showing promising growth rates [8][10] - The panelists noted that consumer purchasing habits in these regions are evolving, necessitating a deeper understanding of local market dynamics and preferences [12][18] - The logistics and supply chain landscape in emerging markets presents both opportunities and challenges, with a focus on local partnerships and infrastructure development [11][23] Group 2: Localization Strategies - Successful market entry requires a deep understanding of local consumer needs and preferences, with a strong emphasis on localized marketing and product adaptation [25][49] - Companies are encouraged to build local teams and operations to enhance brand recognition and trust among consumers [20][26] - The importance of a long-term strategic plan for brand development in new markets was emphasized, with a focus on sustainable growth and local engagement [30][49] Group 3: Challenges and Competitive Landscape - The ongoing U.S.-China trade tensions have raised barriers to entry in certain markets, but they also present opportunities for brands to differentiate themselves through quality and innovation [31][38] - The competitive landscape in the U.S. remains robust, with high consumer demand, but brands must adapt to changing market conditions and consumer expectations [42][44] - The need for compliance with local regulations and understanding the competitive dynamics in target markets is critical for success [43][44] Group 4: Best Practices for Brand Expansion - Companies are advised to conduct thorough market research to identify target demographics and tailor their offerings accordingly [48] - Building a strong online presence through independent platforms is essential for maintaining brand identity and customer relationships [51] - The panelists highlighted the importance of avoiding price wars and focusing on value creation to establish a strong market position [53]

Core Insights - The global hardware and electromechanical industry is facing unprecedented opportunities and challenges due to profound changes in the global economic landscape [1] - China's hardware and electromechanical products export exceeded $350 billion in 2023, accounting for nearly 30% of global trade [1] Market Overview - The global hardware tools market is projected to exceed $580 billion by 2025, growing at an annual rate of 4.5% [1] - The recovery of the global market post-pandemic is uneven, with significant regional demand differentiation [2] Developed Markets - Traditional markets like Europe and the U.S. are increasingly demanding high-precision, intelligent, and environmentally friendly products, with green manufacturing and low-carbon standards becoming essential entry barriers [3] Emerging Markets - Regions such as Southeast Asia, the Middle East, and Africa are experiencing strong demand for basic hardware tools, construction machinery, and energy equipment due to accelerated industrialization [4] Supply Chain Dynamics - China's complete industrial system and cost advantages make it a preferred choice for international buyers, although competition from Southeast Asia is rising [5] Key Strategies for Breakthrough - Companies need to accurately identify target markets and align differentiated products and technological upgrades with market demands, leveraging international exhibitions for resource connections [6] Competitive Landscape - China leads in global exports of hardware and electromechanical products, particularly in electric tools, construction hardware, and mechanical parts, recognized for its manufacturing cost advantages [7] - However, challenges include insufficient technological innovation and weak brand influence, with low-cost advantages being challenged by emerging economies [7][9] Transformation Trends - Leading companies are accelerating the adoption of intelligent production and digital marketing, while small and medium enterprises are focusing on specialization in niche markets [10] Policy and Support - National policies, such as the Belt and Road Initiative and RCEP, are providing strong support for the internationalization of the hardware and electromechanical industry [12] - Local support in regions like Ningbo includes tax incentives and foreign trade subsidies to assist companies in going global [13] Exhibition Economy - International exhibitions, such as the 2025 Ningbo Hardware and Electromechanical Import and Export Fair, play a crucial role in showcasing technology and expanding international markets [18] Future Directions - The future growth of the hardware and electromechanical industry will focus on three main areas: intelligent upgrades, green transformation, and service extension [16][17] - The industry must embrace global opportunities through technological innovation and international cooperation to transition from scale expansion to value enhancement [22]

Core Insights - The export volume to the Dubai market has increased by over 50% compared to the same period last year, indicating strong customer demand in the Yiwu market [1] - The number of clients from countries involved in the Belt and Road Initiative has grown by over 30% year-on-year, reflecting the market's expansion [1] - Yiwu is transitioning from a "source of goods" to a "brand upgrade," driven by fashion, internationalization, and digitalization [1][5] Group 1: Market Dynamics - The integration of online and offline sales has created a robust ecosystem for small commodity trade in Yiwu [1] - The influx of tourists and increased foot traffic in Yiwu International Trade City has led to a surge in retail sales, particularly during the summer season [3] - The rise of IP-driven products has transformed ordinary goods into popular items, with significant sales growth in categories like anime-themed merchandise [3][4] Group 2: Sales Innovations - The "live streaming" sales model has gained traction, with thousands of "walking broadcast" hosts operating in Yiwu, enhancing product visibility and sales [4] - Data indicates that by April 2025, approximately 70% of businesses in the Yiwu accessories sector will engage in live e-commerce [4] - Yiwu's total import and export volume is projected to exceed 600 billion yuan in 2024, marking an 18.2% year-on-year increase [4] Group 3: Brand Development - Yiwu merchants are increasingly focusing on brand cultivation and expansion, with significant investments in brand identity and storytelling [5][7] - The establishment of the first "Chenming Accessories" store in South Korea marks a strategic move towards global brand presence [6] - The number of effective trademark registrations in Yiwu reached 218,000 by the first quarter of 2025, reflecting a growth of 8.77% [7]

字节跳动新加坡员工食用云海肴提供的食物中毒事件迎来最新进展。 《每日经济新闻》记者了解到，不同于过去为了生计出海的被动改良，如今的餐饮品牌更多倾向于保留 原汁原味的中国风格。这就意味着，这些品牌不仅要向国外远派国内的厨师，还要隔几天就空运食材到 海外，这不仅大大提高了成本，对于一家餐饮企业的抗风险能力和经营能力也提出了更大的挑战。 据智通财经报道，7月2日，新加坡国家法院庭审显示，云海肴首席执行官(CEO)吕志韬当庭代表公司认 罪，为2024年字节跳动新加坡员工集体食物中毒事件承担法律责任。控方指控云海肴两项罪名成立，分 别为违反《环境公共卫生 <食品销售法> 》及违反《环境公共卫生(食品卫生)条例》。案件将延期至7月 17日宣判。 近两年来，中国餐饮企业掀起了新一轮出海热潮，据一份公开统计数据，截至2024年6月底，有32个中 国餐饮品牌已经进军新加坡，共经营着184间门店。云海肴在新加坡出现的"中毒事件"，也为中国餐饮 企业的出海敲响了警钟。新加坡为公司出海第一站云海肴未来何去何从？ 根据公开信息，去年7月底，字节跳动新加坡办公处疑发生集体食物中毒事件，多名员工在食堂吃了中 式自助午餐后身体不适，至少60 ...

Core Insights - The Digital Economy Going Global International Cooperation Forum was held in Beijing, where the Beijing Outbound Innovation Service Base signed agreements with 16 leading companies, totaling over 10 billion [1] - The Beijing Outbound Base aims to integrate resources and provide comprehensive services to support digital economy enterprises in exploring international markets and technological innovations [3][4] Group 1: Economic Growth and Infrastructure - By 2024, Beijing's digital economy is projected to exceed 2.2 trillion yuan, with over 2,400 AI companies and core industry revenues surpassing 300 billion yuan [3] - The city leads the nation in infrastructure development, including 5G, IPv6, and industrial internet [3] Group 2: Strategic Initiatives and Collaborations - The establishment of the Beijing Outbound Base is part of a national strategy to enhance the global competitiveness of digital economy enterprises [3][4] - A project was signed with UNDP and other governmental bodies to create a global digital economy innovation hub, aiming to align with sustainable development goals [4] Group 3: Service Offerings and Business Models - The Beijing Outbound Base offers eight integrated services, including policy support, overseas promotion, and compliance assurance, to facilitate global expansion for enterprises [4][5] - Seven core outbound business models were introduced, including technology, platform, and brand outbound, with 20 companies recognized as exemplary cases [5] Group 4: International Cooperation and Networking - The Digital Economy Outbound International Cooperation Alliance was launched, comprising 24 domestic and international business associations and Fortune 500 companies [4][5] - The alliance aims to establish service standards and share best practices for international cooperation in the digital economy [5]