Group 1 - BYD's passenger car factory in Camasari, Bahia, Brazil, marks a significant milestone in its globalization strategy and serves as a strategic pivot for the entire Latin American new energy market [2] - The factory's completion is seen as a symbol of industrial development and a new chapter in Brazil-China cooperation, with expectations to drive economic growth, create jobs, and promote technological transformation [2] - The factory was built in just 15 months, showcasing BYD's commitment to rapid development and its focus on local talent and potential [2] Group 2 - BYD announced a large production base in Brazil, consisting of three factories with a total investment of 5.5 billion reais (approximately 7.1 billion yuan), aimed at producing electric and plug-in hybrid vehicles with a planned capacity of 150,000 units [3] - The establishment of this base is expected to create 20,000 local jobs and foster a localized industrial collaboration model with local supply chain partners [3] - Since entering the Brazilian new energy passenger car market in 2021, BYD has gained popularity, with over 130,000 families choosing its products, and it is projected to maintain its position as the local sales champion by selling over 20,000 units in the first quarter of 2025 [3] Group 3 - BYD has successfully navigated complex policy environments and market competition through localized production, reshaping the automotive competitive landscape in Latin America [4] - The company has expanded its global footprint, with overseas sales exceeding 470,000 units in the first half of 2025, a year-on-year increase of 132%, and is expected to surpass 800,000 units for the entire year [4] - BYD aims to continue integrating internationalization and localization strategies, driven by technological innovation, to contribute to the global automotive industry's green and low-carbon transition [4]

本报记者 李雯珊 亿纬锂能董秘办相关人士认为，通过海外生产基地产能的扩大，满足全球日益增长的储能配套需求，持续强化公司在锂电 池领域的市场地位，对公司完善全球化产业布局具有积极作用和深远意义。 "中国锂电产业链企业在技术、产能、成本等方面具有优势，与东南亚地区的资源、市场和政策优势形成互补。通过在东 南亚布局，中国锂电企业可以更好地利用当地资源，降低生产成本，同时拓展海外市场，提升国际竞争力。"万联证券高端装 备行业首席分析师蔡梓林在接受《证券日报》记者采访时表示。 产业链抱团"出海" 不仅是锂电龙头企业，锂电产业链上下游企业也在积极布局东南亚市场。深圳新宙邦科技股份有限公司、云南恩捷新材料 股份有限公司、石家庄尚太科技股份有限公司、深圳市科达利实业股份有限公司等企业分别在马来西亚布局电解液、隔膜、负 极材料和结构件产能。随着这些材料产能于2026年或2027年进入投产阶段，锂电四大核心主材将在东南亚实现本地化生产。 近日，宁德时代新能源科技股份有限公司（以下简称"宁德时代"）、惠州亿纬锂能股份有限公司（以下简称"亿纬锂 能"）、深圳市星源材质科技股份有限公司（以下简称"星源材质"）在东南亚市场接连启动大型锂 ...

茶饮行业过去 30 年的发展阶段是什么样的？ 茶饮行业过去 30 年经历了三个主要阶段。第一个阶段是奶精、茶粉等工业化 产品占据主导地位，这个时期供给创造需求，只要有奶茶就有市场。第二个阶 段从 1996 年至 2015 年，是缓慢发展阶段，以原材料多样化为特征，小料多 样化也是这一时期的重要变化。第三个阶段从 2016 年至今，是高度发达成熟 期，消费者对原材料要求愈发苛刻，高价鲜水果、代糖及加工程度更高的小料 层出不穷。 野村东方国际：寻求出海增量，新茶饮企业路在何方 20250702 摘要 蜜雪冰城海外营收高速增长，2022 和 2023 年同比增速分别达 900% 和 175%，远超国内水平，且盈利能力更强。霸王茶姬在新加坡门店月 销售额约 180 万元人民币，高于中国大陆平均水平 43 万元，表明海外 市场潜力巨大。 茶饮行业经历了三个阶段：工业化产品主导、原材料多样化缓慢发展， 以及消费者对高品质原料的成熟期。目前，消费者对原材料要求苛刻， 高价鲜水果、代糖及高加工小料成为趋势。 不同地区对中国茶饮品牌接受度各异。东南亚市场因热带气候和年轻人 口结构提供广阔空间，多小料和热带水果受欢迎；日韩市场需 ...

已经很久没人关心国内算力了 突然一堆人来关心字节 阿里的海外 出海逻辑还是出海逻辑 天天都是电风扇 难道2个月能发生啥大变化？ ...

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。 左：凤凰网副总编辑张涛；中：全球化智库(CCG)副主任、苏州大学讲席教授高志凯；右：盘古智库研 究员、演说家冠军储殷 在闭幕对话环节，凤凰网副总编辑张涛与全球化智库(CCG)副主任、苏州大学讲席教授高志凯和盘古智 库研究员、演说家冠军储殷，就中美关系、关税战、中国企业出海等热点问题进行了深入探讨。嘉宾们 妙语连珠，将深奥的国际政治和财经话题阐述得妙趣横生，让这场高端财经对话宛如一次时间超长的大 型脱口秀。据凤凰网财经现场统计，这场精彩对话至少爆发了12次热烈掌声，将氛围推向一次又一次高 潮。 01 中美之间必有一战？ 对话伊始，张涛就抛出了一个已经在世界范围内讨论多年，又在近年逐渐升温，却始终没有确定答案的 问题，"中美之间是否会陷入修昔底德陷阱，是否必有一战？" 高志凯率先回答。他表示， ...

Core Viewpoint - The article discusses the evolution and success of the gaming company 点点互动 (DianDian Interactive) under the leadership of CEO 陈琦 (Chen Qi), highlighting its significant achievements, particularly with the game 《无尽冬日》 (Endless Winter), and its impact on the gaming industry and the parent company 世纪华通 (Century Huatong) [3][6][32]. Group 1: Company Background and Leadership - 点点互动 faced significant challenges in 2020, including a cash flow crisis and lack of hit games, yet maintained the trust of its chairman, 王佶 (Wang Ji) [3][6]. - 陈琦, with nearly a decade of experience in the gaming industry, has been pivotal in shaping the company's strategy and product development, focusing on overseas markets and self-developed games [5][20]. - The acquisition of 点点互动 by 世纪华通 in 2014 is noted as a significant event in Chinese gaming history, positioning the company for future growth despite initial skepticism [10][12][13]. Group 2: Financial Performance and Market Impact - By 2025, 世纪华通's stock price had increased nearly fivefold from its lowest point, driven by the success of 点点互动's products, particularly 《无尽冬日》 [7][32]. - The market valuation of 点点互动 approached 100 billion yuan, reflecting its substantial contribution to 世纪华通's overall financial health [7][32]. - The projected net profit for 世纪华通 is around 50 billion yuan, with 35-40 billion yuan expected from 点点互动, indicating its critical role in the parent company's financial performance [31]. Group 3: Product Development and Market Strategy - 点点互动's strategy involved a dual approach of overseas game publishing and self-development, with a focus on creating innovative gameplay that appeals to a broader audience [23][27]. - The game 《无尽冬日》 successfully combined casual gameplay with SLG mechanics, attracting a diverse player base and achieving significant revenue [34][37]. - The company adopted a flexible and data-driven approach to product development, allowing for rapid iteration and adaptation to market demands [26][42]. Group 4: Industry Trends and Competitive Landscape - The success of 《无尽冬日》 has led to increased competition in the ice and snow survival genre, with many companies attempting to replicate its model [34][36]. - The article emphasizes the importance of innovation in gameplay and marketing strategies to maintain a competitive edge in a rapidly evolving market [38][47]. - The shift towards lighter, more accessible gaming experiences is highlighted as a potential growth area for the industry, allowing smaller developers to compete with larger firms [47][48].

【开栏的话】新一轮"出海潮"澎湃，"走出去"成为中企发展壮大的战略选择。作为全球最具增长潜力的新兴市场之一，非洲成为许多出海中国企业的选择。 与此同时，国际环境日趋复杂，不确定性因素明显增多，中企出海非洲也面临多重风险，如何正确认识和把握、有效防范和化解海外风险成为中企出海非洲 必须面对的课题。日前，由新华社直属机构中国经济信息社自主研发的"非洲探针"正式发布，致力于构建对非经贸数智化"信息枢纽"和覆盖中企出海非洲全 流程的开放、专业、可信、高效的信息服务生态。新华财经特开设"非洲探针"栏目，定期发布风险信息分析，助力中企出海行稳致远。 风险事件呈现多发态势 "非洲探针"数据显示，2025年上半年，南非累计发生各类风险事件共计778起，平均每月发生风险事件约130起，呈现多发态势。从具体月份看，2025年1 月、2月、5月风险事件发生频率较高，分别达到138起、136起、136起。 从事件类型看，南非风险事件涉及社会治安、政治安全、社会动荡、交运安全、社会治理、政府干预、自然灾害、网络安全等多个类别。其中，社会治安事 件风险占比达78.92%，明显高于其他类型事件的占比。 作为非洲最为发达的经济体之一，南非一 ...

Group 1 - eBay hosted an annual auto parts overseas conference in Guangzhou, focusing on expanding into the European market, attracting over 500 participants from various regions [2] - The Chinese automotive parts industry is enhancing its competitive strength and forming industrial clusters, with cross-border e-commerce breaking traditional trade barriers and opening up international market opportunities [2] - eBay's General Manager for Greater China stated that the current period is a golden opportunity for Chinese auto parts to accelerate global expansion, particularly in the mature and stable European market [2] Group 2 - eBay launched a special incentive program for auto parts sellers to help them seize opportunities in Europe, including traffic boosts, subsidies, big data product selection, and customized training [3] - Traditional auto parts such as exterior components, chassis parts, and engine systems continue to be strong sellers, with significant sales growth reported in Germany and the UK over the past three years [3] - The demand for new energy-related products is rapidly increasing in Europe, with sales of Chinese-made charging stations on eBay's German site soaring over 600% compared to three years ago [3] Group 3 - A cross-border e-commerce company reported that after ten years on eBay, Europe has become one of their fastest-growing markets, maintaining double-digit growth this year [4] - European buyers are characterized by strong professionalism and loyalty, with purchasing power exceeding expectations, facilitating smooth business development in Germany and France [4]

盐津铺子 002847.SZ 公司研究 | 动态跟踪 | | 买入 （维持） | | --- | --- | | 股价（2025年07月01日） | 81.35 元 | | 目标价格 | 91.84 元 | | 52 周最高价/最低价 | 99.98/35.02 元 | | 总股本/流通 A 股（万股） | 27,278/24,572 | | A 股市值（百万元） | 22,191 | | 国家/地区 | 中国 | | 行业 | 食品饮料 | | 报告发布日期 | 2025 年 07 月 02 日 | | | 1 周 | 1 月 | 3 月 | 12 月 | | --- | --- | --- | --- | --- | | 绝对表现% | 0.28 | -7.9 | 21 | 89.83 | | 相对表现% | -0.71 | -10.57 | 19.58 | 76.47 | | 沪深 300% | 0.99 | 2.67 | 1.42 | 13.36 | 谢宁铃 xieningling@orientsec.com.cn 执业证书编号：S0860520070001 ⚫ 出海布局升级，开启全球化第二增长曲线。 ...

(�)超点锂电 ��超点输电 ��起点网论车及频电 Bi 总 s & V 总 & 品 l li 新 日股份 = 工 程 リ市 演讲主题 锂电池 钠电池在摩托车行业上的应用以及未来发展 2025第五届起点两轮车换电大会 及轻型动力电池技术高峰论坛 精 彩 推 荐 2025中国两轮车换电及电池鲁班奖评选投票通道 2025第五届起点两轮车换电大会及轻型动力电池技术高峰论坛7月10-11日深圳举办 司马能源 CEO 黄润明 确定出席第五届起点两轮车换电大会 ！ 雅迪科技集团确定演讲！分享主题：换电车趋势及应用！ 台铃集团确定演讲！分享主题：电动两轮车智能化与出海发展新趋势！ 优旦科技确定演讲！分享主题：两轮车换电BMS安全重构与智能运维路径！ 创明新能源确定演讲！分享主题：大圆柱电池在两轮车细分领域的应用及发展前景！ 时代瑞象确定演讲！分享主题：磷酸锰铁锂产业化应用研究！ 比克电池确定演讲！分享主题：高性能圆柱电池技术与轻型动力应用！ 诺达智慧确定演讲！分享主题：多极耳圆柱电池技术发展！ 多氟多新能源确定演讲！分享主题：电动两轮车及换电高安全动力电池解决方案！ 嘟嘟换电确定演讲！分享主题：打造全民安全换电解决方案！ ...