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广东上市公司全球化战略提速
Zhong Guo Zheng Quan Bao· 2025-07-02 20:16
Core Viewpoint - Guangdong listed companies are accelerating their globalization strategies, with an increasing number of firms expanding their presence in overseas markets to strengthen their positions in global supply chains [1][2]. Group 1: Company Developments - EVE Energy has submitted an application for issuing H-shares and listing on the Hong Kong Stock Exchange, aiming to enhance its international delivery capabilities and global customer service levels [1]. - EVE Energy has established eight production bases globally, with two more under construction, and has sales offices in seven countries and regions, with after-sales service networks covering 18 countries [1]. - New Bao Co., Ltd. achieved a revenue of approximately 38.34 billion yuan in Q1 2024, with overseas market revenue reaching about 29.72 billion yuan, reflecting a year-on-year growth of approximately 15.77% [2]. - Yizumi has expanded its international strategy, with a revenue of 50.63 billion yuan in 2024, a year-on-year increase of 23.61%, and overseas revenue of 13.95 billion yuan, growing by 27.54% [3]. Group 2: Strategic Initiatives - EVE Energy plans to use part of the funds raised from its IPO for the construction of a production base in Hungary, which is expected to have a capacity of 30GWh for power batteries by 2027 [3]. - EVE Energy will also invest in the third phase of its production base in Malaysia, focusing on new energy storage lithium-ion batteries with an annual production capacity of approximately 38GWh [3]. - New Bao Co., Ltd. is enhancing its supply chain by expanding its manufacturing base in Indonesia, with a recent investment of 5 million USD to boost production capacity [4]. - Yizumi aims to strengthen its global presence by increasing localization efforts and developing key industries, supported by the establishment of technology service centers in Brazil and Thailand [4].
共话人力资源管理新趋势!深圳这场论坛吸引近500人参与
Sou Hu Cai Jing· 2025-07-02 15:35
Group 1 - The forum titled "Globalization Changes and Corporate Competitiveness Reconstruction" was held by the School of Business at Renmin University of China, featuring a mix of academic and practical insights from industry leaders [1][3] - Nearly 500 senior management personnel, including CHOs and HR leaders from various companies, participated in discussions about new trends in global human resource management [1][3] - The forum included eight keynote speeches, a roundtable discussion, and a closing keynote address, emphasizing the importance of collaboration between academia and industry [1][3] Group 2 - Zhang Jin, the Vice Dean of the School of Business, highlighted the unique human resource challenges faced by different types of enterprises in the context of globalization, which are crucial for corporate success [3] - Professor Zhou Yu outlined four key strategies for companies to drive innovation and achieve breakthroughs in organizational and talent mechanisms [5] - The strategies include focusing on user-centric innovation, solidifying professional expertise, reconstructing innovation management logic, and embracing digital intelligence [5] Group 3 - The roundtable discussion focused on the theme of "Globalization Changes and Corporate Competitiveness Reconstruction," moderated by Wang Deyue, the Executive President of the CHO Society [7] - Professor Ge Jianhua delivered the closing remarks, analyzing the challenges in organizational management due to rapid technological advancements and emphasizing the importance of humanistic values in management [7] - The forum was co-hosted by Kingdee Software (China) Co., Ltd., and supported by various alumni associations and project centers from Renmin University [9]
“果链一哥”立讯精密筹划赴港上市 公司回应发行H股有哪些好处?
Mei Ri Jing Ji Xin Wen· 2025-07-02 14:00
Core Viewpoint - Luxshare Precision is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global financing capabilities and support its international expansion strategy [1][2]. Group 1: Company Strategy - The company aims to leverage Hong Kong's international financial center status to broaden its capital market financing channels, which will provide sufficient funding for overseas business expansion, new technology development, and global capacity layout [1]. - The issuance of H-shares will allow Luxshare Precision to attract and retain overseas high-end talent through flexible and diverse equity incentive tools, injecting innovative vitality and professional strength into its global development [1][2]. Group 2: Business Expansion - Luxshare Precision is actively advancing its global layout, particularly in the communication, data center, and automotive sectors, enhancing its business footprint [2]. - The company has identified automotive electronics as a new growth area, with products covering automotive wiring harnesses, connectors, smart cockpits, and advanced driver-assistance systems [2]. - In September 2024, Luxshare Precision acquired 50.1% of the German automotive wiring harness manufacturer Leoni and its wholly-owned subsidiary for €5.2541 billion (approximately RMB 4.4 billion), accelerating its global expansion in the automotive electronics sector [2]. Group 3: Market Context - Other well-known companies in the "fruit chain" are also applying for listings on the Hong Kong Stock Exchange, indicating a trend among industry peers [3].
龙永图:美国现在已经看出来称霸全球代价高昂
凤凰网财经· 2025-07-02 13:50
01 很多国家希望中国挺身而出引领经济全球化 凤凰网财经讯6月28-29日,"2025中国企业出海高峰论坛"在深圳举行,本次论坛由凤凰网主办, 雪花超高端系列品牌-醴首席赞助合作,中国企业出海全球化理事会联合主办,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,共探生态共赢转型路径。 原外经贸部副部长、中国入世首席谈判代表龙永图 原外经贸部副部长、中国入世首席谈判代表龙永图出席本次论坛,并与凤凰网财经进行现场对谈, 就关税战、中美关系及世界贸易规则等话题分享了独到见解。 他表示,美国提出的一系列关税方案针对中国,也针对全世界各国家,而且动摇世界贸易组织建立的全 球关税体制。目前的谈判中,大概有70多个国家和美国就对等关税进行谈判,前者不会接受这种霸权主 义做法。 "连美国最亲近的盟友,欧盟、日本、韩国都提出来,他们不会在这种威胁之下进行谈判,还是要保住 自己的底线,说明逆WTO(世界贸易组织)规则而动,破坏全球自由贸易体系的做法是不得人心的"。 02 中国跨境电商经验可以形成世界贸易规则 "跨境电子商务现在没有世界贸易的规则, ...
立讯精密计划港股IPO 剑指全球化布局
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-02 13:45
21世纪经济报道记者倪雨晴 深圳报道 "果链一哥"立讯精密也要赴港上市了。 7月2日晚间,立讯精密发布提示性公告称,为深化公司全球化战略布局,增强境外融资能力,进一步提 升公司治理透明度和规范化水平,公司目前正在筹划H股发行上市。 立讯精密还表示,公司正在与相关中介机构就本次H股发行上市的具体推进工作进行商讨,相关细节尚 未确定,本次H股发行上市不会导致公司控股股东和实际控制人发生变化。 业内看来,果链巨头接连赴港上市,旨在优化资本结构、提升融资能力,同时增强公司新兴领域的全球 竞争力。 虽然过去一年面临着地缘政治、经济环境等挑战,但立讯精密保持增长的业绩。 2024年全年,立讯精密营业收入2687.95亿元,同比增长15.91%;归母净利润为133.66亿元,同比增长 22.03%。2025年一季度,公司延续业绩增长,实现营收617.88亿元,同比增长17.9%;净利润为30.44亿 元,同比增长23.17%。 整体而言,近年来立讯精密的战略布局较为稳健。一方面巩固消费电子业务基本盘,拓展新产品和新客 户。另一方面,立讯精密在通讯业务、汽车业务上进行多元化发展,在核心能力和商务拓展上进行突 破。 如今,立讯 ...
比亚迪的巴西大冒险
Hua Er Jie Jian Wen· 2025-07-02 12:52
Core Insights - The article highlights the significant entry of Chinese automotive giant BYD into the Brazilian market, marking a shift from traditional Western dominance to a new era of Chinese influence in South America's largest automotive market [1][2] Group 1: Factory and Production - BYD's new passenger vehicle factory in Bahia, Brazil, has an initial annual production capacity of 150,000 vehicles, producing both Battery Electric Vehicles (BEV) and Plug-in Hybrid Electric Vehicles (PHEV) to cater to diverse market needs in Brazil and neighboring countries [1][2] - The factory's first vehicle, the Seagull, signifies a major milestone, although the facility is still under construction and not yet in full-scale production [1][2] Group 2: Market Growth and Strategy - BYD's passenger vehicle sales in Brazil surged from 260 units three years ago to over 76,000 units projected for 2024, representing a growth of over 328% [2][3] - The company aims to capture over 92% of the electric vehicle market share in Brazil by May 2025, establishing itself as a leader in the Brazilian new energy market [2][3] Group 3: Local Integration and Community Engagement - BYD emphasizes its commitment to the local community by hiring many former Ford employees and providing them with new training and skills [2][3] - The company has built a comprehensive ecosystem in Brazil, including a nationwide dealer network and charging infrastructure, addressing local challenges such as insufficient charging facilities [3][4] Group 4: Competitive Landscape and Challenges - BYD faces increasing competition from established local automakers like Fiat and Volkswagen, which have successfully lobbied for increased import tariffs, making local production more urgent for BYD [4][5] - The company must navigate complex political dynamics and fierce competition from other ambitious Chinese brands like Great Wall Motors (GWM) to maintain its market position [4][5] Group 5: Globalization and Future Outlook - BYD's expansion in Brazil is part of a broader global strategy, with the company achieving a record overseas sales of 472,100 vehicles in the first half of the year, aiming for a total of 800,000 units for the year [4][5] - The success of BYD and other Chinese automakers hinges on their ability to adapt to local regulations, culture, and supply chains, transforming from foreign entrants to deeply integrated local enterprises [5]
新股前瞻|“壮年”玲珑轮胎(601966.SH)南下港股,全球布局进入深水区?
智通财经网· 2025-07-02 12:40
成立于1994年的国内轮胎龙头玲珑轮胎(601966.SH),如今已步入"壮年期"。继2016年7月在上交所主 板上市,时隔近10年后,正致力于实现全球发展的玲珑轮胎,终于将目光投去了香港。 日前,玲珑轮胎正式向港交所主板递交了上市申请。据招股书介绍,玲珑轮胎的产品组合包括广泛的乘 用及轻卡胎、卡客车胎及非公路胎,且拥有多种规格以适应不同的应用场景;而在品牌矩阵方面,公司 旗下品牌涉及了玲珑、利奥、御风、阿特拉斯、绿行及睿界。 按2024年的全球销量计算,玲珑轮胎已经是中国市场最大的OE轮胎(汽车厂商的原厂胎)制造商,置 于全球范围内也是排名第三的OE轮胎制造商。此外,如果将范围框定在新能源汽车领域,玲珑轮胎更 是已连续五年成为全球最大的OE轮胎制造商。 突出的市场地位,也为玲珑轮胎取得强劲的销售业绩提供了助力。2022-2024年,玲珑轮胎的核心财务 业绩保持增长态势。另外,值得一提的是,不仅是在国内市场高歌猛进,玲珑轮胎在海外的表现也渐入 佳境。而这或许便要归功于公司高度重视海外市场,此前,玲珑轮胎制定了"7+5"战略(即国内布局7个 工厂、海外布局5个工厂),持续推进全球化布局。截至去年底,玲珑轮胎已经 ...
上汽通用五菱2025年上半年销量增长显著,新能源与全球化成亮点
Huan Qiu Wang· 2025-07-02 11:55
Core Insights - SAIC-GM-Wuling achieved a total sales volume of 126,413 units in June 2025, representing a year-on-year increase of 32.1%. The sales of new energy vehicles reached 70,357 units, up 73.8% year-on-year [1] - In the first half of the year, the company's global cumulative sales reached 764,544 units, a growth of 18.3%, with new energy vehicle sales totaling 413,314 units, maintaining over 50% year-on-year growth for six consecutive months [1] - The company exported 125,539 units in the same period, marking a 17.1% increase, with new energy vehicle exports growing over 200% for three consecutive months [1] Wuling Red Label - Wuling Red Label recorded cumulative sales of 309,928 units in the first half of the year, a year-on-year increase of 10.4%. New energy vehicle sales reached 66,289 units, surging 293%, with sales proportion exceeding 23% for three consecutive months [4] - Specific models include the Wuling Yangguang family with cumulative sales of 28,580 units and the Wuling Hongguang family with 66,761 units, reflecting a growth of 45.7% [4] Wuling Silver Label - Wuling Silver Label achieved cumulative sales of 311,537 units in the first half of the year, up 27.4%. The Hongguang MINIEV family sold 171,064 units, a growth of 105.4%, surpassing 1.6 million cumulative sales [6] - The Bingguo family recorded 95,209 units sold, increasing by 33.1%, while the Xingguang family reached cumulative sales of 27,230 units [6] Baojun Automotive - Baojun Automotive's cumulative sales in the first half of the year reached 17,540 units, a year-on-year increase of 25.7%, maintaining growth for five consecutive months [8] - The brand focuses on technology application, with the Baojun Xiangjing premium version serving various governmental scenarios [8] Globalization Strategy - SAIC-GM-Wuling is actively expanding its overseas market presence, with products now available in 104 countries and regions. In June, the company exported 25,589 units, a 50.3% increase, with new energy vehicle exports reaching 8,448 units, also growing over 200% for three consecutive months [9] - The company aims to enhance its core competitiveness through a focus on "electrification, digitalization, and globalization" amid intense market competition [11] - The company has initiated local production and supply chain strategies in Indonesia and is exploring partnerships in Malaysia and Brazil to further its regional integration strategy [11]
《2025中国品牌全球化增长力洞察》完整版
3 6 Ke· 2025-07-02 11:37
Group 1 - The core viewpoint is that Chinese brands are entering a "global growth" phase, transitioning from initial export through processing to establishing brand awareness and localizing in overseas markets [1][3][4] - The growth of Chinese brands is driven by both internal and external factors, including international policy uncertainties and changing global consumer demands [4][7] - Chinese companies need to innovate products, upgrade technology, and enhance brand resilience to achieve global value growth [7][10] Group 2 - External factors affecting global growth include international policy uncertainties and changes in global supply and demand relationships [9][10] - Recent events, such as anti-dumping investigations by the EU and reciprocal tariff demands from the US, highlight the need for Chinese brands to strengthen their influence and pricing power in international markets [9][10] - The global consumer market is evolving, with increasing demands for personalization and scenario-based needs, requiring Chinese companies to enhance their brand awareness and consumer service capabilities [10][21] Group 3 - Internal drivers for global growth include national initiatives and self-driven efforts by enterprises, such as the "China Manufacturing 2025" initiative promoting digital and intelligent transformation [12][53] - Chinese companies are achieving technological breakthroughs and innovations in certain sectors, which need to be translated into brand premium through global expansion [12][53] - The global expansion paths for Chinese companies vary, with strategies including price advantages in Southeast Asia, entering North America first, and gradually expanding to other regions [19][21] Group 4 - The integration of the entire industry chain is essential for efficiency and resilience, as seen in the Chinese electric vehicle sector, which is moving from "selling globally" to "rooting globally" [52][60] - Localized production bases are being established in regions like Thailand, Indonesia, and Europe, enhancing the collaboration of the entire supply chain [60][61] - The ability to control the supply chain is crucial for brand success in the global market, as companies must adapt to diverse and complex market conditions [66][67] Group 5 - The rise of content e-commerce, exemplified by platforms like TikTok, is reshaping how brands engage with consumers, emphasizing social connections and community-driven marketing [67][72] - "Omni-channel management" is becoming a core competitive advantage, allowing companies to integrate data across platforms for better marketing and operational decisions [72][73] - Emerging technologies like AI are driving significant improvements in product capabilities and supply chain optimization, enhancing the overall competitiveness of Chinese brands [73][76] Group 6 - Service ecosystems are increasingly important for Chinese companies going global, as they require specialized capabilities in areas like cloud services, logistics, and digital marketing [81][85] - Payment systems, influencer marketing, and cloud services are critical components of the global expansion strategy for Chinese brands [85][87][92] - The collaboration between service providers and brands is expected to deepen, leading to enhanced growth effects for both parties [81][84]
出海下半场的“风口”,就是AI创新
3 6 Ke· 2025-07-02 11:29
Core Insights - The globalization of Chinese enterprises is shifting from efficiency-driven to technology-enabled, with a focus on AI integration and product innovation [1][4][18] - The 2025 Alibaba Cloud Summit highlighted the importance of AI and cloud computing in the global expansion of Chinese companies, particularly in the cross-border e-commerce and consumer electronics sectors [1][4] Group 1: Industry Trends - Chinese companies are leveraging AI technology to enhance product capabilities and operational efficiency, marking a new phase in their globalization journey [1][4][12] - The collaboration between companies like Heewo and Alibaba Cloud exemplifies the integration of AI in educational technology, enhancing learning experiences through smart hardware [5][7] - Lazada, a leading cross-border e-commerce platform, is utilizing AI to improve logistics and user experience, demonstrating the critical role of AI in operational strategies [8][9] Group 2: Company Innovations - Anker, a successful smart hardware brand, is fully embracing AI across its product development and operational processes to redefine its brand and product categories [12][14] - JoggAI, a digital marketing service provider, is leveraging AI for content creation and customer engagement, showcasing the potential of AI in enhancing digital services for cross-border e-commerce [14][15] - The partnership between Alibaba Cloud and various companies is facilitating the development of a globalized infrastructure that supports AI applications, ensuring compliance and operational efficiency [16][17] Group 3: Infrastructure and Support - Alibaba Cloud's global infrastructure provides essential support for high-value technology exports, enabling seamless collaboration and consistent user experiences across borders [16][17] - The availability of AI tools and services from Alibaba Cloud allows companies to rapidly develop and deploy solutions tailored to local market needs, enhancing their competitive edge [17][18] - Compliance with international standards is a key focus for Alibaba Cloud, with over 150 certifications achieved to assist Chinese enterprises in navigating complex IT regulations abroad [17]