5月31日晚，一场聚焦全球商业合作的"围炉夜话"在腾讯会议中火热开启。TOP10000企业家智库执行理事长吴启锋在开幕与闭幕环节发表致辞， 为活动锚定方向，也为中国企业出海发展凝聚共识。 开幕式上，吴启锋在致辞中指出，当下全球经济格局正经历深刻变革，中国企业出海面临着前所未有的机遇与挑战。在此背景下，举办此次围炉 夜话意义重大，期望通过汇聚全球各地行业精英的智慧与经验，为中国企业出海探寻新路径。他强调，企业需以更开放的姿态拥抱国际市场，主 动融入全球产业链，在合作中实现优势互补。 活动中，来自美国、韩国、马来西亚、巴基斯坦、英国、意大利、日本等多国的行业代表与资深从业者齐聚云端，围绕区域特色产业、跨境合作 机遇展开深度探讨。美国美东地区的生物医药专家分享波士顿产业生态优势，为中国生物医药企业合作交流提供思路；美国另一专家展示丰富协 会资源，助力中国企业融入当地市场。硅谷创业者以自身经历强调本土化运营重要性；韩国代表解析市场特点，建议以差异化策略打开市场；香 港资本代表提出跨境资本合作可解决出海难题；马来西亚行业代表分享在中国市场的成功经验；巴基斯坦"一带一路"联盟代表强调政策协同与人 文交流作用；英国从业者提 ...

Core Viewpoint - The article discusses the evolving landscape of global supply chains and the opportunities and challenges faced by Chinese enterprises as they expand internationally, particularly in the context of changing U.S. tariff policies and the emergence of parallel supply chains [1][3]. Group 1: Parallel Supply Chains - The transition from globalization 1.0 to 2.0 has led to the establishment of "parallel supply chains" that seek to replace Chinese supply chains, with production moving to countries like Mexico, Vietnam, and India [4]. - The ideal scenario is for China to maintain its position as the main supply chain hub while having secondary chains overseas, which would be beneficial for China under the "China +1" strategy [4][5]. - The rapid development of parallel supply chains could lead to a decrease in production costs overseas, making it challenging for Chinese supply chains to compete [5]. Group 2: Key Capabilities in Supply Chain Defense - The "Three Forces Model" identifies control power, connection power, and design power as essential elements for navigating complex supply chains [6]. - Control power involves managing critical nodes in the supply chain, which is crucial for maintaining domestic production and employment [6][7]. - Connection power highlights the strength of relationships between enterprises, which is a significant advantage for Chinese manufacturing [7][8]. - Design power refers to the ability to strategically plan and design supply chains, which is increasingly important as companies face tariffs and export controls [9]. Group 3: Role of Chain Leaders - Chain leaders play a vital role in protecting upstream suppliers and small enterprises, especially in challenging international markets [10]. - Companies like Samsung, with substantial investments in regions like Vietnam, can negotiate effectively with local governments to ensure operational stability [10][11]. - Chinese enterprises often lack the brand power and negotiation skills that chain leaders possess, making it difficult for them to secure favorable conditions for their suppliers [11][12]. Group 4: Global Supply Chain Dynamics - The current global supply chain landscape is characterized by a significant shift towards distributed manufacturing, with Southeast Asia emerging as a key investment area [13]. - The competition between the U.S. and China is fundamentally a competition over supply chains, necessitating that Chinese enterprises gain control over their supply chains to become global value leaders [13][14]. - The upcoming summit will focus on the reconstruction and innovation of global supply chains, featuring insights from various industry leaders [14].

Core Viewpoint - Chinese companies are transitioning from merely exporting products to establishing brands and conducting research overseas, particularly in sectors like renewable energy, electric vehicles, and high-tech products, amidst a complex global economic landscape [1][30][31]. Group 1: Challenges and Opportunities for Chinese Companies Going Global - The EU's policies aimed at achieving carbon neutrality by 2050 create significant market opportunities in solar energy and storage, but Chinese companies face high entry barriers and costs when expanding into these markets [2][3][24]. - The Regional Comprehensive Economic Partnership (RCEP) offers Chinese companies reduced trade barriers and easier market access, yet challenges such as policy continuity and supply chain completeness remain [5][6][26]. - Companies are advised to adopt both horizontal and vertical strategies for international expansion, focusing on deepening their presence in manufacturing, services, and consumption while enhancing collaboration with related enterprises [4][24]. Group 2: Market Trends and Strategic Recommendations - The shift from product export to brand and research export indicates a maturation in the international strategies of Chinese firms, necessitating a focus on local market compliance and strategic planning [15][30]. - Reports highlight the importance of optimizing overseas patent strategies to mitigate risks associated with intellectual property disputes, particularly in the automotive sector [17][18][31]. - The increasing role of private enterprises in international trade is evident, with significant contributions to export growth and initiatives aimed at expanding market presence in emerging regions [10][29]. Group 3: Economic Performance and Regional Developments - In the first four months of 2025, China's exports reached 8.39 trillion yuan, marking a 7.5% increase, with high-tech products and electric vehicles showing notable growth rates of 7.4% and 45%, respectively [10][28]. - Regional cooperation has proven effective, with significant trade volumes reported in areas like the Guangdong-Hong Kong-Macao Greater Bay Area and the Yangtze River Economic Belt, contributing to national economic stability [10][28]. - Initiatives in provinces like Jiangsu and Guangdong are encouraging companies to establish overseas production bases and participate in international trade fairs, further supporting the "going global" strategy [11][29].

Core Viewpoint - Brazil is emerging as a significant destination for Chinese companies seeking to expand globally, driven by its large market size, digital habits, and relatively lower competition compared to other Latin American countries [3][5][6]. Group 1: Investment and Expansion - Chinese companies are making substantial investments in Brazil, with Meituan planning to invest $1 billion in its food delivery service Keeta over the next five years [3]. - Didi has relaunched its food delivery service "99 Food" in Brazil, indicating a strategic move to integrate various services [3][4]. - Mixue Ice Cream plans to open its first store in Brazil and establish a supply chain factory, with an investment of no less than 4 billion RMB in local agricultural products over the next 3-5 years [4]. Group 2: Market Potential - Brazil is viewed as the "last blue ocean" for many Chinese companies, with a population of 210 million and a projected GDP per capita of approximately $11,178 in 2024 [5][6]. - The average consumer spending in Brazil is around $6,800, which is higher than in China, indicating a strong consumer willingness to spend [6]. - The internet penetration rate in Brazil is high, with approximately 86.2% of the population being internet users, and 99.1% of respondents owning smartphones [8]. Group 3: E-commerce and Competition - Brazil's e-commerce sales surged from approximately 126 billion BRL in 2020 to 169.6 billion BRL in 2022, attracting various Chinese e-commerce platforms [10]. - Local giants like Mercado Livre dominate the e-commerce market, contributing 51.7% of the new GMV in 2023-2024, making it challenging for new entrants [24][25]. - The food delivery market in Brazil is highly competitive, with local platform iFood holding over 80% market share, making it difficult for Didi's 99 Food to gain traction [23][24]. Group 4: Challenges and Risks - Brazil's complex tax system poses significant challenges for foreign companies, with compliance costs exceeding 1% of revenue [12][13]. - The logistics and payment infrastructure in Brazil is underdeveloped, with a significant portion of the population relying on cash transactions [16]. - Recent tax reforms have increased the burden on cross-border e-commerce, complicating the operational landscape for companies like SHEIN and Shopee [13][15].

Core Insights - The article highlights the transformation of Chinese companies from "product export" to "brand output" in the context of globalization and digitalization, emphasizing the role of professional marketing firms in this process [1] - Feishu Shenno Group has established a global digital marketing ecosystem since its founding in 2013, assisting over 100,000 Chinese enterprises in overcoming geographical limitations, with an annual global advertising management amount exceeding $6 billion by the end of 2024 [1][6] Company Overview - Feishu Shenno Group relies on global mobile internet big data and integrates artificial intelligence technology to create a "data-driven + intelligent decision-making" digital marketing system, consisting of three core business segments and two application platforms [3] - The three core business segments include media management services, the BeyondClick sub-brand for e-commerce brand marketing, and digital technology services for one-stop marketing solutions [3] Market Strategy - The CEO of Feishu Shenno, Shen Chenggang, notes that companies now need to consider long-term competitiveness and user understanding rather than just rapid market expansion [5] - To address the challenges of Chinese companies going abroad, Feishu Shenno has established branches in 12 locations across 7 countries, employing a dual-driven model of "technical hub + local teams" [5] Marketing Achievements - Feishu Shenno's marketing network covers 233 countries and regions, reaching over 60% of the global population and offering services in 50 languages, facilitating over $15 billion in cross-border e-commerce transactions [6] - The company has received numerous accolades, including recognition as a key cultural export enterprise and a demonstration platform for industrial internet in Shanghai [7]

0:00 中国企业正在向广阔的海外市场进军，东南亚、中东等成为热门目的地。摩根大通环球企业银行亚太区 联席主管Oliver Brinkmann在接受21世纪经济报道记者采访时表示，东南亚和中东地区为中国企业进军 海外市场提供了非常独特的机遇，这些市场有丰富的自然资源、年轻的人口以及不断增长的消费群体。 随着中国企业迈向全球市场，这也给外资机构带来了机遇。Oliver Brinkmann表示，摩根大通是一家全 球化公司，在这些市场都有完整布局。"当中国企业出海时，我们会帮助他们在当地进行业务拓展，摩 根大通在中国香港、新加坡、沙特阿拉伯、迪拜等地设有专门的中国业务团队。" 据新华社报道，中共中央政治局委员、国务院副总理何立峰22日晚在钓鱼台国宾馆会见美国摩根大通集 团董事长兼首席执行官杰米·戴蒙。何立峰表示，近日中美经贸会谈取得实质性进展，为两国继续开展 经贸合作创造了条件。中国正在着力构建全国统一大市场、形成新发展格局，将持续扩大高水平对外开 放，欢迎包括摩根大通集团在内的美资企业持续深化对华互利合作，继续助力推动中美经贸关系健康稳 定持续发展。杰米·戴蒙积极评价美中经贸会谈成果，表示愿继续深耕中国资本市场， ...

5月21日，"侨连五洲·聚力甬城"—2025海外侨团暨中东欧侨领侨商"侨助千企万品出海"合作交流活 动在宁波举行。张斌 摄 现场，张荣提及，制造业中小微企业出海可以分三步走：先通过侨商渠道了解有意向的海外市场，从试 水销售到建立当地销售团队，再到后续的投资生产。 中新网宁波5月23日电 题：侨领侨商谈中国—中东欧合作机遇："小步快走"助中企拓多元市场 作者 张斌 董易鑫 "饭要慢慢吃，活要慢慢干。当前的中东欧市场值得中国企业'小步快走'式布局，侨商愿意助其一臂之 力。"在浙江宁波，罗马尼亚中国一中东欧青年联合会秘书长张荣受访时说。 5月22日，第四届中国—中东欧国家博览会暨国际消费品博览会(下称：中东欧博览会)在宁波开幕。开 幕前夕，"侨连五洲·聚力甬城"—2025海外侨团暨中东欧侨领侨商"侨助千企万品出海"合作交流活动在 当地举行，包括张荣在内的来自32个国家和地区的50余位侨领侨商代表参加。 欧洲宁波总商会会长李永平则以自身为例，讲述侨商如何发挥优势，助力更多中国企业发展为世界工 厂、世界品牌，并提议以"海外品牌营销中心"创新中国企业出海模式。 "欧洲宁波总商会在欧洲拥有17个国家的基层组织。从2024年 ...

Core Insights - The transition of Chinese companies going global has shifted from an optional strategy to a necessary one due to the accelerating integration of the global digital economy [1] - Ensuring standard consistency and interoperability is crucial for companies to overcome market barriers in a complex international competitive environment [1] - IPv6 has become a key element in reshaping global internet infrastructure and serves as an important threshold for market access in various countries [1][2] IPv6 Global Deployment - The global deployment of IPv6 is an irreversible trend driven by the exhaustion of IPv4 address resources, with the Asia-Pacific region achieving over 50% IPv6 user penetration by April 2025 [2] - The global IPv6 deployment rate is nearing 40%, reflecting a 300% increase over the past five years, indicating a robust growth trajectory [2] Regional Distribution - China and India lead in IPv6 deployment, with China's deployment rate at 45.16% and over 810 million users, the highest globally [3] - Other Asia-Pacific countries like Vietnam and Thailand have also surpassed 50% deployment rates, while South Korea and Japan have over 60% mobile IPv6 traffic due to advanced 5G networks [3] Policy Trends - Emerging markets are implementing mandatory IPv6 standards for market access, transitioning from recommended to compulsory certification, creating unique opportunities for Chinese companies [7] - Malaysia has established strict IPv6 certification requirements for telecommunications equipment, effective from July 2020, impacting the regional telecommunications supply chain [8] Latin America and Other Regions - Brazil has initiated mandatory IPv6 compliance for telecommunications products, with regulations set to take effect in January 2024 [9] - Other emerging markets, including the Arab region and Southeast Asia, are also advancing IPv6 adoption through various initiatives and policies [10] IPv6 Ready Certification - The IPv6 Ready Logo certification, which assesses the IPv6 support of network devices, is becoming a global standard for market access, recognized by regulatory bodies in over 35 countries [11] - The number of certified devices has surged, with a 124% year-on-year increase in 2024, highlighting the competitive edge of countries like China in the IPv6 certification landscape [12] Strategic Value for Companies - For companies looking to expand internationally, obtaining IPv6 Ready certification is crucial for market entry and reducing policy friction costs [13] - The certification serves as a "credit identifier" in international procurement, particularly in government digital projects, enhancing the marketability of certified devices [13] Conclusion - IPv6 certification is becoming a "global passport" for Chinese companies aiming to enter international markets, with significant testing and certification efforts already underway for various devices [14]

Group 1 - Brazil is becoming an important destination for Chinese companies looking to expand globally, with significant investments announced by companies like Meituan and Didi [1][2] - Meituan plans to invest $1 billion in Brazil over the next five years for its food delivery service, while Didi has relaunched its food delivery service "99 Food" [1][2] - Other companies like Mixue Ice City and GAC Group are also making significant investments in Brazil, indicating a growing interest in the market [1] Group 2 - Brazil is viewed as the "last blue ocean" for many Chinese companies, with its large market size and mature digital habits making it an attractive entry point into Latin America [2][3] - The country has a population of 210 million and a GDP per capita of approximately $11,178, indicating strong market potential [3] - Brazilian consumers have a high willingness to spend, with an average per capita consumption expenditure of about $6,800, which aligns well with the value-oriented offerings of Chinese companies [3] Group 3 - The internet penetration rate in Brazil is high, with approximately 86.2% of the population being internet users, and 99.1% of respondents owning smartphones [4][6] - Brazil is recognized as a rapidly growing market for smartphones and mobile gaming, attracting major Chinese tech companies like Tencent and NetEase [6][8] - The e-commerce market in Brazil has seen significant growth, with sales increasing from approximately 126 billion reais to 169.6 billion reais between 2020 and 2022 [9] Group 4 - Despite the opportunities, Brazil presents challenges such as a complex tax system and high operational costs for foreign companies [11][12] - The Brazilian tax system is intricate, with multiple layers and high tax burdens, making compliance costly for businesses [12] - Local competition is fierce, with established players like iFood dominating the food delivery market, making it difficult for new entrants to gain market share [28][30] Group 5 - Chinese logistics companies are entering the Brazilian market to address the challenges of delivery and payment systems, which have historically been underdeveloped [16][18] - Companies like J&T Express and Anjun Logistics are establishing operations in Brazil to improve logistics and payment solutions for e-commerce [18][19] - The introduction of the PIX instant payment system has improved payment options for Brazilian consumers, with 70% of users adopting it by August 2023 [17] Group 6 - Didi's strategy in Brazil includes acquiring local companies to establish a foothold in the market, as seen with its investment in 99Taxi [23][24] - The company aims to create a closed-loop ecosystem by integrating ride-hailing, payment, and food delivery services [25] - The competitive landscape in Brazil's food delivery market is intensifying, with Didi and Meituan both planning to expand their services [28][30]

以下文章来源于第一财经研究院 ，作者秦朔 第一财经研究院 . 第一财经旗下的非营利独立智库研究机构，上海首批重点智库，以"致力于改善经济政策"为宗旨。我们 以全球化视野，基于事实和数据的独立研究和分析，提供创新的可实施政策方案和建议，以提高中国经 济政策的质量和透明度，并推动有效而公平的全球经济金融治理。 2025.05. 19 本文字数：2214，阅读时长大约4分钟 导读 ： 中国企业的出海必将带动全球化在新时代继续向前发展，同时也将成为超越自我、成就世界一流的新机遇。 作者 | 第一财经研究院 本文为2024年度第一财经研究院中国企业全球化报告纸质版序言。 改革开放后，中国逐步建立了世罕其匹的完整产业体系，构筑了强大而灵活的产业竞争力。 出海 ——中国能力的全球化，这是未来中国经济发展的重大战略机遇。 中国产业能力的基石是制造业。 中国制造是在经济全球化和中国改革开放的背景下，全世界的资 本、订单、技术流动加上中国自身的禀赋和努力，共同创造出来的人间奇迹。其实质是世界制造在中 国，是世界委托、选择了中国，为人类做好制造。在某种意义上，这是一种"天命"。而中国不负 天。 —— 现在，随着全球供应链从过去更加 ...