Group 1 - The easing of tariffs between China and the US is driving a new wave of enthusiasm for overseas expansion, with container shipping bookings from China to the US surging nearly 300% [1] - Maersk's CEO noted a shift of 20% of their capacity from China-US routes to other routes, indicating a potential "catch-up effect" in trade [1] - The global economic landscape is experiencing significant disruptions, with the US GDP contracting by 0.3% in Q1 2023, marking its worst performance since 2022 [4] Group 2 - The EU's GDP growth is lagging behind the US, with a projected annual growth of only 0.7% for 2024, primarily due to Germany's economic weakness [4] - Japan's GDP decreased by 0.2% in Q1 2025, contrasting sharply with a previous growth of 2.4% [5] - ASEAN countries are showing varied economic performances, with Vietnam's GDP growth at 6.93% in Q1 2025, the highest since 2020 [5] Group 3 - Chinese companies face a low success rate of less than 20% in overseas expansion, with "country selection" being the most critical factor [6] - The current international landscape is complex, requiring Chinese companies to adapt their strategies based on market changes [6][7] - The rise of emerging economies like India and Brazil is reshaping global economic dynamics, providing new opportunities for Chinese firms [7] Group 4 - ASEAN is becoming a preferred destination for Chinese companies due to its large market potential, strong economic growth, and supportive policies [9] - The region's population is projected to exceed 700 million by 2027, with a youthful demographic driving consumption [9] - The RCEP agreement has further facilitated economic integration and trade liberalization in the region [9] Group 5 - The success of J&T Express in Southeast Asia illustrates the importance of localizing operations and understanding market needs [11][15] - Transsion Holdings has become a leading smartphone brand in Africa by addressing local consumer preferences and needs [16][19] - Small countries present unique opportunities for Chinese companies due to less competition and favorable policies [20][21] Group 6 - Huawei's experience in Mauritius highlights the challenges and strategies for entering small markets, emphasizing the need for persistence and adaptability [23][24][26] - Companies should prioritize key markets for expansion rather than adopting a broad approach, as this can lead to more stable growth [33] - The choice between entering mature markets or emerging ones depends on the company's strengths and market conditions [34][35]

Core Viewpoint - The future of China's outbound investment is shifting from the West to the rapidly developing Asian economies, particularly the ASEAN region, which offers significant growth potential and cultural connections [1][2]. Group 1: ASEAN's Rise as a New Investment Focus - ASEAN, comprising 10 Southeast Asian countries, is emerging as a vibrant economic community, with China's trade with ASEAN growing at a compound annual growth rate of 3.6% and direct investment increasing by 4.1% over the past decade. In 2023, China's investment in ASEAN surged by 34.7% year-on-year [2]. - Key investment hotspots for Chinese enterprises include Singapore, India, and Vietnam, each offering unique advantages for capital deployment [2]. Group 2: Importance of Local Partnerships - For long-term success in Asian markets, Chinese enterprises must adopt localized strategies rather than standardized approaches. Collaborating with local banks that understand the regulatory and cultural landscape is crucial [3]. - Local banks serve as "translators" and "guides" for Chinese companies in unfamiliar markets, enhancing project execution and risk management [3]. Group 3: Digital Empowerment in E-commerce and Fintech - The growth of e-commerce and fintech in Asia presents new opportunities for Chinese investors. Mobile payments, digital finance, and cross-border e-commerce are experiencing rapid development [4]. - Over the past five years, China's cross-border e-commerce import and export volume reached 2.6 trillion RMB, with an annual growth rate of 13%, indicating the significant role of fintech in supporting small and micro enterprises in global trade [4]. Group 4: Cultural and Regional Synergy - The shift of Chinese investment towards Asia not only brings economic benefits but also promotes regional stability and cooperation, reducing reliance on single markets and mitigating investment risks [5]. - Cultural similarities facilitate smoother communication and trust-building, which are essential for establishing long-term strategic relationships in the region [5]. Group 5: Sustainable Development and Challenges - The strategic shift towards Asia will face challenges, requiring Chinese enterprises to understand local regulations, cultural characteristics, and political-economic environments in depth [6]. Group 6: Future Strategy - Three Pillars for Asian Investment - Chinese enterprises should focus on three dimensions to build a clear internationalization blueprint: 1. Identify key customer segments and tailor offerings to meet diverse market needs [8]. 2. Leverage existing strengths and focus on key regional markets with clear short, medium, and long-term goals [9]. 3. Develop localized products and services by building supportive organizational structures and enhancing core competencies [10]. Group 7: Embracing the Future in Asia - The emphasis on Asian investment represents a unique opportunity for China to reposition itself as a responsible global investor, particularly through investments in infrastructure, renewable energy, and environmental projects [11]. - By actively engaging in this shift towards Asia, Chinese enterprises can unlock unprecedented growth potential and contribute to a more prosperous and interconnected Asian economic ecosystem [11].

中国企业出海，正在走向更高水平的竞争。5月12日，在北京举行的"中国—巴西商业研讨会"上，巴西总统卢拉与美团创始人、CEO王兴会面，并见证签 署投资协议。美团将在未来几个月内，正式将其旗下外卖服务Keeta引入巴西，并计划5年内在巴西投入10亿美元支持该项目。 这是继华为、中兴、比亚迪、长城汽车等之后，又一家进入巴西的中国企业，而且是唯一一家科技零售企业。 而且，美团Keeta的落地并不是简单的"送外卖"。一方面，它带来一张覆盖当地的全国性即时配送网络；另一方面，围绕即时消费、即时配送所衍生的"万 物30分钟达"的新场景，也将在当地激发出新的商业生态。 一份小小的外卖，是中国科技企业更积极参与到全球产业竞争之中的鲜活例证，也代表着中国数字服务出海的新航向。 从中国企业出海的阶段来看，早期以工业基建等密集劳动力输出为主，逐渐转变为小商品、家电等工业品输出，再到近年光伏、锂电、新能源汽车的"新 三样"输出，再升级到如今Keeta、DeepSeek等创新数字服务输出。 ▲2024年12月，美团无人机配送飞入迪拜，获当地首张商业运营许可证 为什么是巴西？ 这种变化体现中国经济的腾飞，也是中国"软服务+硬科技"的新名片 ...

Core Viewpoint - The essence of Chinese enterprises going global is the diversification of the global supply chain and the globalization of China's new capabilities [3][38]. Group 1: Strategic Opportunities - There are two major strategic opportunities for the future of the Chinese economy: transforming the "world factory" into a "world market and innovation hub" domestically, and establishing factories, markets, and services globally to recreate a "China" [3]. - The current wave of globalization for Chinese enterprises is characterized by comprehensive capabilities and new quality productivity, which must create value for local consumers and stakeholders to achieve sustainable development [15][39]. Group 2: Manufacturing and Innovation - China's manufacturing capabilities cover a wide range of sectors, and the country has become a global manufacturing powerhouse, contributing approximately 30% of the world's manufacturing value added while accounting for over 17% of the global population [10][11]. - The growth of capital formation is projected to increase from 26.8% in 2019 to 30% by 2025, with R&D expenditure expected to exceed 3.3 trillion yuan in 2023, second only to the United States [13]. Group 3: Globalization Strategies - Successful globalization requires a clear strategy, appropriate entry methods, and a focus on governance and cultural integration [17][21][22]. - Companies like Lenovo exemplify effective globalization by balancing governance with entrepreneurial spirit and adapting to local cultures while maintaining product quality and innovation [20][24]. Group 4: Supply Chain and Compliance - A shift from domestic supply chain thinking to global supply chain thinking is essential, with an emphasis on mixed manufacturing and global delivery [26][27]. - Compliance is critical for Chinese enterprises operating internationally, as non-compliance can lead to severe consequences, including reputational damage and financial penalties [29]. Group 5: ESG and Competitive Advantage - Environmental, Social, and Governance (ESG) considerations are not only mandatory but also a competitive advantage for Chinese companies, with effective ESG practices being integrated at the board level [30][31].

从产业角度看，海外需求的持续增加为中国企业实现全球范围内资源优化配置提供了动力。在海外设立 研发中心或生产基地，将帮助中国企业更好地降低生产与物流成本，构建多元化供应链体系、为海外消 费者提供更好的产品和服务。相关数据显示，中国对外直接投资存量连续多年保持全球前列。 分工带来效率，合作创造价值，是市场经济的一个基本规律。纵观人类的发展历程，可以清晰地看到全 球范围内合作不断深化、贸易走向自由、市场逐步融合的发展脉络。从这个意义上说，在练好内功的同 时积极拓展海外业务，是中国上市公司顺应发展规律、突破增长瓶颈、增强业绩韧性、提高发展质量的 必由之路。 上市公司是中国优秀企业群体的代表，是高质量发展的重要微观基础，也是资本市场的投资价值来源。 从最新年报信息看，2024年上市公司海外收入普遍实现了较好增长，一些公司的海外业务还成为企业业 绩增长的重要"动力源"。这些亮点，对推动中国经济结构调整与转型升级、提升中国企业国际影响力与 竞争力、促进居民就业和收入增长、增强中国经济稳定性与抗风险能力都有着重要的积极意义。 上市公司海外业务的稳步发展有着多方面原因。 从产品维度看，海外业务增长主要源于中国企业竞争力增强。经 ...

Core Viewpoint - The article discusses the evolving landscape of Chinese enterprises going global, emphasizing the need for deeper integration into global supply chains and the importance of adapting to new economic realities amid ongoing U.S.-China trade tensions [3][4][8]. Group 1: Global Economic Context - The ongoing U.S.-China trade talks are seen as both a risk mitigation opportunity and a new round of strategic competition [5][6]. - The global supply chain is undergoing significant adjustments, and Chinese companies are at a pivotal point to redefine their roles in this new environment [3][4]. Group 2: Chinese Enterprises' Global Strategy - Chinese enterprises are encouraged to move beyond mere product exports to actively participate in global production, research, and sales, enhancing their competitive edge [15][19]. - The importance of technological innovation, particularly in AI, big data, and cloud computing, is highlighted as a key driver for enterprises going global [12][13]. Group 3: Sustainability and Brand Influence - Green and sustainable development are becoming critical considerations for Chinese companies as they expand internationally, showcasing their commitment to global environmental standards [16]. - The growing international brand influence of Chinese enterprises is noted, with efforts to participate in global governance and standard-setting [17][18]. Group 4: Challenges and Opportunities - The article identifies the need for Chinese companies to build a "true going global" capability, focusing on geographical, cognitive, and value chain dimensions [38][39]. - It emphasizes the importance of local integration and understanding cultural nuances to avoid pitfalls in foreign markets [41][43]. Group 5: Strategic Insights from Experts - Experts suggest that the current trade environment necessitates a strategic shift for Chinese companies, moving from cost-driven decisions to value-driven approaches [22][25]. - The article also warns against the pitfalls of assuming that domestic strategies will directly translate to success in international markets, advocating for a more nuanced understanding of local dynamics [46][48].

第一，强化品牌塑造。中国企业的品牌出海已从早期的1.0阶段演进至如今的3.0阶段：1.0阶段是供应链 出海，二十年前中国供应链开始全球化布局；2.0阶段是优质产品出海，高性价比产品走向全球；而3.0 阶段则更注重全球化品牌建设，即如何在场景与内容中与全球消费者建立信任感，这对品牌塑造至关重 要。 作为全球最大的程序化广告平台，TTD（The Trade Desk）的业务覆盖全球225个国家和地区。在当前关 税风暴席卷全球的背景下，中国企业出海有何新动向？从服务中企出海的第三方角度，TTD给出一些观 察。 "关税冲击以来，没有品牌的商家受影响最大。"TTD中国区资深业务拓展总监吴昱霖日前受访表示，和 TTD合作的基本上都是根基比较稳定的注重塑造品牌的企业，他们就比较有战略定力，没有立马调转船 头。 据吴昱霖观察，近年来，中国品牌的全球化意识显著提升，越来越多的品牌展现出充分的自信，主动选 择在海外主流媒体展示品牌形象，这种转变体现在：从单纯追求销售转化到注重长期品牌建设；从产品 功能宣传到品牌价值传递；从短期营销到百年品牌的战略规划。 "我们欣喜地看到，中国品牌正逐步建立起全球消费者信任的品牌力。"吴昱霖称，中 ...

Core Viewpoint - The article discusses the upcoming "2025 China Enterprises Going Global Summit" hosted by Phoenix Network, focusing on strategies for Chinese companies to expand internationally amidst evolving global rules and challenges [1][4]. Group 1: Strategic Upgrades in Global Expansion - Over the past decade, Chinese enterprises have undergone three strategic upgrades in their global expansion: from cost-driven exports of labor-intensive goods to capital expansion through acquisitions, and now to standard output driven by technology innovation in sectors like renewable energy and AI [2]. - In Q1 2025, exports of Chinese new energy passenger vehicles increased by 19.8% year-on-year, highlighting the sector's role as a core driver of export growth [2]. - Companies like Huawei and Geely are leading significant projects and acquisitions that enhance their technological capabilities and market presence, demonstrating the vitality of ecological overseas expansion [2]. Group 2: Challenges in Global Expansion - The article highlights challenges such as carbon footprint regulations, data sovereignty issues, and cultural differences that expose deeper pain points for enterprises going global [3]. - The need for systematic solutions to navigate these challenges is emphasized, particularly in the context of geopolitical tensions and rising ESG compliance standards [4]. Group 3: Focus on Emerging Markets - The Middle East and ASEAN markets are identified as strategic areas for Chinese enterprises due to their rapid economic growth and large consumer potential, despite facing cultural and legal challenges [5]. - The summit will facilitate direct dialogues between Chinese enterprises and officials from various countries, aiming to address policy, legal, and operational issues in cross-border investments [5]. Group 4: Future Directions for Globalization - The article suggests that Chinese enterprises must integrate technological strength, compliance capabilities, and cultural empathy to create a "global innovation network" that allows them to thrive amidst geopolitical challenges [6]. - The summit aims to foster collaboration among government, business, and academia to redefine globalization narratives and create a sustainable ecosystem for Chinese enterprises [8]. Group 5: Significance of the Summit - The "2025 China Enterprises Going Global Summit" is positioned as a milestone event for deepening the integration of Chinese enterprises with the global market, serving as a platform for strategic exchanges and resource connections [7]. - The summit will also establish the "Globalization Council for Chinese Enterprises" to facilitate ongoing collaboration and address the complexities of global market entry [5].

Core Insights - The "2025 China Enterprises Going Global Summit" will be held in Shenzhen on June 28-29, focusing on strategies for emerging markets and providing a platform for resource integration and systematic solutions for Chinese enterprises' globalization [1][6] Group 1: Strategic Upgrades in Global Expansion - Over the past decade, Chinese enterprises have undergone three strategic upgrades in their global expansion: from cost-driven exports of labor-intensive goods to capital expansion through acquisitions, and now to standard output driven by new energy, AI, and digital technology [3] - In Q1 2025, exports of Chinese new energy passenger vehicles increased by 19.8% year-on-year, becoming a core driver of export growth [3] - Companies like Huawei and ZTE are deploying 5G networks in Southeast Asia, while Geely's acquisition of Lotus has significantly increased the brand's value [3] Group 2: Challenges and Systematic Solutions - The current global landscape presents challenges such as major power competition, regional policy differentiation, and heightened ESG compliance requirements, necessitating systematic solutions for enterprises going global [5] - The summit aims to address these challenges by facilitating dialogue among leaders from government, business, and academia, focusing on technology standards, industry collaboration, and local integration [6][7] Group 3: Cultural and Technological Integration - The summit will explore how technology innovation can solve industry efficiency issues and how cultural integration can overcome market entry barriers, emphasizing the importance of a sustainable ecosystem for global expansion [4][6] - Various leading companies will share experiences on transitioning from product output to technology standard output, highlighting the significance of cultural fusion and localization in their strategies [7] Group 4: Future Directions and Globalization Narrative - The summit will establish the "Globalization Council for Chinese Enterprises," aiming to create a collaborative platform that addresses policy, legal, and implementation challenges in cross-border investments [7] - The narrative of globalization is shifting from mere scale expansion to value co-creation, with a focus on hard technology, compliance, and cultural empathy as essential components for success in the global market [9][10]

如果说2025年之前，出海还只是部分公司的选择， 那在2025年之后，出海已经成为了一个"必答题"。 因为对于国内大部分企业来说，海外市场都是远大于国内市场的。 然而，在贸易战、关税壁垒和逆全球化冲击下，当前企业出海的风险和困难比大部分人想象的还要大， 为了提升企业出海的成功率， 我们已经把企业出海最容易失败的地方和重点注意事项逐一梳理好了， 就在最新上线的 《中国企业出海指南》 中。 中国企业出海指南 1.纸质资料《中国企业出海指南》 2.线上课程《境内企业赴美国上市的法律实务解读》 3.梧桐定制笔记本1个 中国企业出海指南 新品特惠 扫码 立减20元 《中国企业出海指南》共有 332页 ， 15.5万字 ，9个章节，主要从海外布局、监管要求、股权架构、 审批流程、交易文件、合规风险、税务考量、区域国别等角度出发，全景式梳理了企业出海的实务要 点。 境外投资的主要法律文件 操作时间境外投资敏感类项目 0 限制/禁止开展的境外投资 商务流程 ODI备案/核准流程 境外投资的常见流程与风险 ⊙ 没有办理ODI备案的后果 发改委备案/核准 3. 境外投资的境 商务部备案/核准 内审批流程 外汇登记 境外投资的境内 ...