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共拓国际合作新航道 浙江民企“出海”再提速
Zhong Guo Xin Wen Wang· 2025-05-21 20:55
中新网杭州5月21日电 (钱晨菲)20日,浙江省民营经济国际合作商会一届三次会员大会在浙江杭州举 行,会员企业、专家学者齐聚一堂,围绕民营经济国际化发展深入探讨,共商合作新机遇。 会议首先宣读《浙江省民营经济国际合作商会2024年度工作报告》《浙江省民营经济国际合作商会2024 年度财务报告》,审议理事会提交的有关事宜、人事事项等,并对新晋常务副会长、理事、会员等进行 授牌。 他强调,商会最大的职责,是尽全力让所有会员企业更多、更完整地了解世界和全球市场;要不断创造 条件,让会员企业能够多维度地了解世界贸易格局以及国与国之间经贸合作形势的变化和趋势,找到应 对方法;要为会员企业搭建各种平台,与企业所在国家的当地企业、政府、商务参赞等建立链接,提供 各种具体的投资机会和商业机会。 为此,现场邀请了律师对《中华人民共和国民营经济促进法》进行解读,并邀请律师、业内专家围绕 《地缘政治背景下的出海企业双向合规应对》《逆全球化与关税战升级背景下中国企业出海的机遇与挑 战》等进行主题演讲。 浙江省委统战部副部长、省工商联党组书记郑敏强表示:"抱团经营、合作共赢是浙商的优良传统,也 是我们应对困难挑战、实现更好发展的重要方 ...
市政协连开4场深聊会说了什么? 更大力度支持民营企业出海
Shen Zhen Shang Bao· 2025-05-20 21:03
Group 1 - Shenzhen Municipal Political Consultative Conference has initiated key research to promote the healthy and high-quality development of the private economy [1] - Four discussion sessions were held focusing on fair competition, factor support, rights protection, and individual economy, gathering opinions and suggestions from enterprises and industry associations [1] - In the "Fair Competition Group," discussions centered on resource allocation between large and small enterprises and collaboration between private and state-owned enterprises [1] Group 2 - The "Factor Support Group" highlighted financing issues, with new models like "credit + loan" and "data + guarantee" being seen as promising solutions [1] - The "Rights Protection Group" discussed experiences in enterprise support and judicial assistance, emphasizing the need for intellectual property protection and business secret safeguards [1] - The "Individual Economy Group" focused on implementing national tax reduction policies and enhancing cross-border e-commerce [1] Group 3 - There is a growing discussion on supporting enterprises going overseas, with suggestions for government to enhance policy coordination and provide legal and tax consulting services [2] - Financing challenges for medium-sized enterprises were noted, with a call for tailored credit policies to address their unique needs [2] - Concerns regarding the "industrial upgrading" model were raised, with recommendations for timely policy support to accommodate innovative enterprises [2]
一觉起来,国内的外卖大战已经打到巴西了
商业洞察· 2025-05-20 09:23
Group 1 - The core viewpoint of the article is that major Chinese companies, Meituan and Didi, are expanding their food delivery services into the Brazilian market, marking a significant step in their internationalization strategy [1][2][3]. Group 2 - Meituan has signed an investment agreement with Brazilian President Lula, committing to invest $1 billion over the next five years to support its food delivery service "Keeta" in Brazil [3][4]. - The company plans to provide marketing and digital operation tools to local merchants and establish a nationwide instant delivery network to enhance consumer experience [3][4]. - Meituan's entry into Brazil is part of a long-term strategy, having registered its trademark in Brazil as early as March 2020 and engaged with local logistics partners [4]. Group 3 - Didi has also made strides in Brazil, having entered the market in 2018 through the acquisition of the local ride-hailing platform "99," which was later rebranded to "99 Food" to launch its food delivery service [5][6][8]. - Didi's unique operational model in Brazil includes a mix of motorcycle and car drivers, allowing for flexible service offerings [8]. - Didi's international ride-hailing business saw a significant order volume of 1.016 billion in Q4 2024, reflecting a year-on-year growth of 29.8%, outpacing its domestic growth [8]. Group 4 - Brazil is particularly attractive for Chinese companies due to its large population, cultural receptiveness, and positive diplomatic relations with China, making it a strategic entry point for further expansion into Latin America [10][12]. - The Brazilian market is seen as a "blue ocean" for Chinese firms, providing opportunities for growth and diversification of revenue streams [9][10]. - Recent developments indicate that other Chinese companies, such as Mixue Ice Cream, are also looking to establish a presence in Brazil, further highlighting the market's potential [12].
东盟观察丨“下南洋2.0”:重构出海逻辑,中企全球化“试验场”为何落在东南亚?
Core Viewpoint - The article highlights the significant impact of recent tariff reductions between the US and China on container shipping bookings and freight rates, prompting Chinese companies to diversify their markets and expand production in Southeast Asia to mitigate risks and seize new opportunities [1][2][3]. Group 1: Market Dynamics - Following the tariff reductions, container shipping bookings from China to the US surged nearly 300%, with freight rates also increasing significantly [1]. - The Shanghai Export Container Freight Index rose by 10%, reaching 1479.39 points, with rates to the US West and East coasts increasing by 31.7% and 22.0%, respectively [1]. - Chinese foreign trade companies are rapidly increasing shipments during this "window period" while preparing for potential future trade restrictions [1][2]. Group 2: Strategic Adjustments - Many Chinese companies are diversifying their market presence to reduce reliance on the US market, which remains significant but poses risks due to fluctuating tariffs [2][3]. - Companies like Guangdong Honghuo Holdings are already seeing growth in markets such as Japan, South America, and Southeast Asia, with plans to increase exports to Southeast Asia to 15% over the next three years [3]. - The shift to Southeast Asia is driven by the region's population dividend, improving infrastructure, and favorable investment policies under the Belt and Road Initiative [2][11]. Group 3: Challenges in Southeast Asia - Despite the opportunities, companies face increasing competition in Southeast Asia, which has evolved from a "blue ocean" to a "red ocean" market [2][6]. - Companies are encountering difficulties in local management, cultural integration, and higher operational costs than anticipated, including labor and infrastructure expenses [7][9]. - The transition to Southeast Asia often requires rebuilding supply chains, which can lead to hidden costs and challenges in achieving efficiency comparable to Chinese operations [8][9]. Group 4: Long-term Outlook - The article notes that Chinese companies are increasingly viewing Southeast Asia as a critical area for global expansion, with significant investments in various sectors, including manufacturing and digital economy [11][12]. - The region's advantages include tax incentives and geographical proximity, which facilitate trade and investment [12]. - However, the maturity of infrastructure, talent, and supply chains in Southeast Asia remains a concern, with many companies still in the investment phase without immediate profit returns [9][13].
民营经济促进法来了!如何服务民企发展?看看广东这些“招”
Nan Fang Du Shi Bao· 2025-05-19 14:48
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]
深圳市委金融办常务副主任时卫干:深圳金融近期推进四项重点工作
Core Viewpoint - The Greater Bay Area (GBA) is expected to experience strong trends in driven development, participatory development, and collaborative development despite increasing global uncertainties, with Hong Kong's role as a super connector being further strengthened [1] Group 1: Development Trends - The GBA cities are expected to enhance their collaborative development synergy, with Shenzhen and Guangzhou having strong industrial foundations and technological innovation advantages, while Hong Kong and Macau possess unique institutional, financial, international, and talent advantages [1] - The deep integration of industry, technology, and finance will lead to improved city development and future planning within the GBA [1] Group 2: Financial Cooperation - The financial market connectivity has significantly changed the relationship between Shenzhen and Hong Kong, with various initiatives such as Stock Connect, Bond Connect, and others yielding substantial benefits [3] - The Shenzhen Municipal Financial Bureau plans to utilize the Shenzhen-Hong Kong Financial Cooperation Committee mechanism to promote financial cooperation, having established four specialized teams focusing on fintech, supporting enterprises going global, Qianhai, and He Tao [3] Group 3: Future Work Focus - The first focus is to support and encourage outstanding Shenzhen and GBA enterprises to list in Hong Kong, while also encouraging eligible GBA companies listed on Hong Kong's H-shares to return to the Shenzhen Stock Exchange [4] - The second focus is to continue supporting enterprises in their international expansion [4] - The third focus is to strengthen cooperation with Hong Kong's financial regulatory authorities to provide better services and support for market participants, making transactions more convenient and cost-effective [4]
中美博弈新阶段,这个“热带中国”火了
吴晓波频道· 2025-05-17 17:05
Core Viewpoint - The article discusses the recent developments in Chinese companies entering the Brazilian market, highlighting the significant investments and the challenges they face in navigating the complex business environment in Brazil [2][4][31]. Group 1: Investment and Expansion - Meituan announced plans to invest approximately $1 billion over the next five years to establish an instant delivery network across Brazil, marking its entry into the Brazilian market [5][7]. - Mixue Ice Cream plans to procure no less than 4 billion RMB worth of agricultural products over the next 3-5 years and will open its first store in Brazil this year [6][7]. - GAC Group has also announced the establishment of a research and development center in Brazil, indicating a commitment to local production [8]. Group 2: Trade Relations - Brazil is China's ninth-largest trading partner, with China being Brazil's largest trading partner for 15 consecutive years [11][12]. - The article emphasizes the strengthening of bilateral relations, particularly through the "Belt and Road" initiative, which has fostered deeper economic ties [11][12]. Group 3: Challenges in the Brazilian Market - The article highlights significant challenges for Chinese companies in Brazil, particularly regarding labor and tax issues. Labor conditions and cultural differences pose obstacles for companies like Meituan and Mixue Ice Cream [20][21]. - Brazil's tax system is described as complex, with numerous taxes that can significantly increase the cost of doing business. The article mentions that there are up to 58 different taxes that can apply to imported goods [21][22]. Group 4: Market Potential - Despite the challenges, Brazil's large population and high urbanization rate make it an attractive market for Chinese companies. The article notes that Brazil has a population of 216 million, a median age of 33, and a high internet penetration rate of 81% [22][23]. - The demand for Brazilian agricultural products, particularly coffee, is highlighted, with significant procurement agreements being made by companies like Luckin Coffee [38][40]. Group 5: Historical Context and Future Outlook - The article provides historical context regarding Brazil's industrial decline and the current push for re-industrialization, which aims to attract foreign investment while protecting local industries [45][46]. - The future of Sino-Brazilian relations is framed as a journey filled with challenges, requiring companies to bridge tariff barriers and cultural differences to succeed in the Brazilian market [47].
清华大学田轩:中国吸引外商投资具备独特优势,外贸企业需提高科技创新能力
Jing Ji Guan Cha Bao· 2025-05-17 10:28
Group 1 - The core viewpoint is that China possesses unique advantages in attracting foreign investment, emphasizing the need for foreign trade enterprises to enhance their technological innovation capabilities and calling for further opening of the capital market [1] - Domestic companies are currently valued at relatively low levels, and labor costs in China are among the lowest globally, making it attractive for foreign investors [1] - China has a large market and a well-trained labor force, with nearly 400 million skilled industrial workers and about 5 million graduates in science, technology, engineering, and mathematics entering the market each year [1] Group 2 - The tariff increases have created challenges for foreign trade enterprises, particularly small and medium-sized private companies, necessitating short-term policy support such as tax reductions, loan extensions, and direct subsidies [2] - In the long term, the survival of enterprises amid external shocks relies on their own capabilities, urging foreign trade companies to improve technological innovation, reduce operational costs, optimize supply chains, and explore diverse international markets [2] - Companies aiming to expand internationally must step out of their comfort zones and navigate unfamiliar political, cultural, and regulatory environments, as strengthening their own capabilities is crucial for addressing external uncertainties [2]
对话ACCA行政总裁白容:跨文化发展的思维方式和理解是企业出海关键点
Jing Ji Guan Cha Wang· 2025-05-16 13:35
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 ...
出海速递 | 关税剧变下,义乌商人的身段/关税跌下去后,这些公司就敢放心去美国了?
3 6 Ke· 2025-05-15 10:16
Group 1 - Meituan's Keeta is expanding into Brazil, indicating a shift in the outbound strategy of Chinese companies towards global competition and industry division [2] - The drop in tariffs has encouraged companies to confidently enter the U.S. market, with no European e-bike companies willing to forgo this opportunity [3] - Yiwu's small commodity market is adapting well to unprecedented tariff wars due to its strong market adaptability and product advantages [4] Group 2 - Following the reduction of tariffs, U.S. importers and retailers have expressed relief, with companies like Shark Ninja and Basic Fun planning immediate shipments to U.S. ports [9] - Container shipping bookings from China to the U.S. surged nearly 300% after the mutual tariff reductions, with average bookings increasing from 5,709 to 21,530 standard containers [9] - Alibaba International Station launched a U.S. promotional event to capitalize on the tariff reduction, anticipating a surge in Chinese exports over the next 90 days [9] Group 3 - Temu is gradually restoring its previously suspended full-service business in the U.S. [10] - TikTok Shop has officially launched its cross-border store in Japan, supporting direct shipping from China [10] - JD Logistics has opened its first self-operated overseas warehouse in Mexico, enhancing logistics services for a well-known fast fashion e-commerce company [10] Group 4 - The global in-app purchase revenue for short video applications reached nearly $700 million in Q1 2025, a fourfold increase from Q1 2024 [11] - The U.S. remains the highest revenue market for short video applications, contributing 49% of the total revenue in Q1 2025 [11] - Trump announced a $1.2 trillion economic commitment from Qatar, including significant agreements with U.S. companies [11] Group 5 - Waymo is recalling nearly 1,200 autonomous taxis to update software after minor collision incidents [12] - OpenAI has made the GPT-4.1 model available to ChatGPT users, focusing on coding tasks and instruction adherence [12]