Group 1 - TikTok is enhancing its presence in Latin America, emphasizing the need for localized systems to overcome barriers in logistics, payments, regulations, and culture for sustainable growth in this market [2] - The Chinese cross-border e-commerce platforms are competing to tap into the next trillion-dollar market by establishing localized capabilities [2] Group 2 - The Chinese Ministry of Commerce is promoting the healthy and orderly development of the second-hand car export market, with a focus on quality and safety [9] - In the first five months of 2024, Shenzhen exported electric vehicles worth 11.18 billion yuan, marking a year-on-year increase of 16.7% [9] - A new automotive logistics route has been established between China and the UAE, facilitating the export of nearly 4,000 domestic vehicles [9] Group 3 - Indonesia and Saudi Arabia signed cooperation agreements worth $27 billion, covering various sectors including clean energy and healthcare [10] - Alibaba Cloud plans to invest over 400 million yuan to support international partner ecosystem development, focusing on market activities and training [10] - Siemens announced that the U.S. has lifted export restrictions on chip design software to China, allowing full access for Chinese customers [10]

变局之下，探讨企业出海新常态。 国货品牌，正在闪耀世界舞台。 走在纽约街头，奶茶店玻璃上贴着HEYTEA的logo；东南亚超市，货架上摆满白象方便面；巴西的港口，正卸下国产新能源汽 车…… 国内经济增速放缓的当下，企业出海正在成为为数不多的高速增长的赛道。据《2024年中国品牌全球信任指数》发布的数据，中 国品牌海外综合信任度3年增长14个百分点。对于中国企业来说，一个事实越来越清晰： 想要寻求突破，出海已不是选择题，而 是必答题。 企业出海已驶入深水区，接下来，如何让中国企业的出海之路一路坦途？如何在不确定中寻找"确定"？ 36氪作为深耕科技创新与商业生态的新型服务平台，持续关注报道中国企业出海全球化进程，为中国企业提供丰富的信息和洞 见。 7月25日，2025以"匠心"至"世界"出海大会将落地浙江钱塘，探讨出海征程中"确定"的事，帮助更多中国企业"走出 去"、"融进去"。 "East Forward 2025"作为36氪全新打造的聚焦全球化与出海领域的IP盛会，设立主会场及分会场"投资金砖"-国别合作对接会。大 会主会场将分为"不确定中确定"和"在全球做生意"两大篇章，聚焦消费、科技、电商、金融、医疗、新 ...

以下文章来源于FBIF食品饮料创新 ，作者FBIF "旭日蛋品"原本准备了三个月的库存，结果不到三天，Costco部分门店的松花鸭皮蛋礼盒就已经被抢购一空。当产品在Costco卖爆之后，"旭日蛋品"销售总 经理吴洪亮明显感受到了"不一样"—— 当地主流渠道一改往日"爱答不理"的态度，有部分甚至主动联系沟通。 皮蛋出海， 从"令人作呕"到"一蛋难求"。 FBIF食品饮料创新 . 深度，创新 松花鸭皮蛋礼盒 热度也传回了国内。不少国内渠道也开始约见"旭日蛋品"，建立新的合作关系。 距离"旭日蛋品"的皮蛋产品上线Costco已经过去半年时间，在此期间，依然不断有海外的消费者在社交平台上"打听"——什么时候才能有货？ 文 ｜ Abby 编辑 ｜ Panda 来源｜ FBIF食品饮料创新（ID:FoodInnovation） 封面来源 ｜ IC Photo 皮蛋，竟然在美国的Costco门店卖到脱销。 在进入Costco之前，"旭日蛋品"的皮蛋、咸蛋等产品早已出现在美国各地的华人超市。但像这样被海外消费者争相抢购，并在社交媒体上引发广泛讨论的情 况，还是第一次出现。 事实上，"旭日蛋品"已有三十年出海经验，其进入美国市 ...

一场没有大张旗鼓的国际试验 你可能还以为中百好物APP只是一款专注本地生鲜与消费投资的平台。但就在多数人还在讨论它的社区 裂变和商品模式时，它的海外扩张，已经在多个国家取得阶段性成果。 目前这件事尚未在官网或媒体正式公布，但从多个知情渠道汇总的动向来看，中百好物APP早已完成包 括日本、马来西亚、台湾、印尼等地的本地化试点，并取得了"出乎意料的反馈"。 不同于某些平台习惯以"出海"作为营销标签，中百好物选择了另一条路：安静地上线，低调地试水，有 效地复制。 据接近运营团队的消息透露，早在去年下半年，技术团队便已经完成中英文及多语版本的产品适配；东 南亚多个社区版块也悄然上线，采用本地品牌名、结合中百好物的投资逻辑进行推广。 更值得注意的是，在马来西亚槟城、日本大阪与印尼泗水，中百好物团队已联合当地生鲜渠道与物流 商，构建出相对完整的"线上预购+线下提货+社区合伙人"模型。 用户反馈：不是引进，而是落地融合 目前，中百好物APP在国内仍未大范围对外宣布其海外布局情况，但种种信号表明：它已经进入下一阶 段——海外商业化落地的正式启动。 品牌名称是否统一？未来是否设立海外独立品牌？用户是否可参与海外项目投资？这一切 ...

Core Insights - In the first half of 2025, eight major automotive groups reported a total sales volume of 11.18 million vehicles, all achieving year-on-year growth [1][2] - BYD maintained its leading position with over 2.14 million units sold, followed closely by SAIC Motor with over 2.05 million units [1][3] - Geely adjusted its annual sales target upward by 11% after achieving a 47% completion rate in the first half [1][6] Group Performance - **BYD**: Sold 2.146 million vehicles, a 33% increase year-on-year, with overseas sales reaching 472,000 units, up 132% [3][4] - **SAIC Motor**: Achieved sales of 2.053 million vehicles, a 12.4% increase, with a retail delivery of 2.207 million units [4][5] - **China FAW**: Reported sales of 1.57 million vehicles, a 6.1% increase, with a 46% target completion rate [6][10] - **Geely**: Sold 1.409 million vehicles, a 47% increase, with a significant rise in new energy vehicle sales [6][7] - **Changan**: Achieved sales of 1.355 million vehicles, marking a historical high, with new energy vehicle sales growing by 48.8% [8][9] - **Chery**: Sold 1.26 million vehicles, a 14.5% increase, with a strong export performance [9][10] - **BAIC Group**: Reported sales of 817,000 vehicles, a 6% increase, with a notable growth in its own brand sales [10] - **Great Wall Motors**: Achieved sales of 570,000 vehicles, a slight increase of 1.8%, but faced a decline in overseas sales [10] Target Achievement Rates - **Geely**: Highest target completion rate at 47% after adjusting its annual target [6][7] - **China FAW and SAIC Motor**: Both achieved a target completion rate of 46% [1][6] - **Changan**: Completed 45% of its sales target [1][8] - **Chery**: Achieved a target completion rate of 40% [1][9] - **BYD**: Completed 39% of its annual target [1][3]

转自：中国质量报 □ 本报记者 丁 莹 《2025全球汽车供应链核心企业竞争力白皮书》针对中国汽车零部件企业出海提出 以协同创新为桨 以智能驱动为帆 与会专家表示，全球化竞争不仅是企业间的较量，更是产业链生态的比拼。整车与零部件的协同、中企 与外企的共生、技术与市场的共振，缺一不可。中国汽车产业出海看似欣欣向荣，但阶段性的结构性变 化也体现出其背后的脆弱性和不确定性。 当前，汽车零部件行业在出海征途上正展现出前所未有的活力与韧性，越来越多的企业积极地向海外进 行产能布局，贴近目标市场建立生产基地和研发中心。与此同时，技术创新成为了驱动出海的核心引 擎。中国汽车零部件企业持续多年的研发投入和技术积累，开始在国际舞台上结出硕果。一些具备国际 领先水平的创新产品和技术方案，正逐步获得全球主流市场的认可。 在"出海中的企业能力转型"圆桌讨论环节，银轮股份、亿咖通科技、中国汽研、万丰集团等企业代表 就"出海繁荣下，还有哪些暗礁""国际化过程中亟待补足的能力项"等问题，从战略、技术、运营等多维 度展开了思维碰撞。万丰奥特控股集团管理中心总监董瑞平则提出对于海外竞争的担忧，呼吁中国零部 件出海不要把国内的"内卷"带向海外形 ...

Core Viewpoint - The article highlights the strong performance of the ChiNext index and key sectors such as consumer electronics and innovative pharmaceuticals, indicating potential investment opportunities in these areas. Group 1: Consumer Electronics - The consumer electronics sector experienced significant gains, with Industrial Fulian reaching a market capitalization of over 460 billion [3][4]. - Other notable stocks in this sector include Lens Technology, which rose by 11%, GoerTek by 4.6%, and Luxshare Precision by 5.5% [7]. - Related electronic component stocks also surged, with Jiuzhiyang increasing by 15% and several others hitting their daily limit [10]. - Supply chain news indicates that Apple's foldable iPhone is in the prototype development stage, with a projected launch in the second half of 2026 [10]. - The recent trade agreement between the U.S. and Vietnam may benefit Chinese manufacturers with established operations in Vietnam, allowing them to mitigate tariff risks [10]. - CITIC Securities remains optimistic about the electronic sector's potential for excess returns in the upcoming quarter, driven by domestic self-sufficiency and strong industrial demand [10]. Group 2: Innovative Pharmaceuticals - The innovative pharmaceutical sector saw a resurgence, with stocks like Guosheng Tang and Shenzhou Cell hitting their daily limit with a 20% increase [11]. - Recent policy support from the National Medical Products Administration aims to streamline the clinical trial approval process for innovative drugs, enhancing development efficiency [14]. - The National Healthcare Security Administration has introduced measures to support the high-quality development of innovative drugs, reflecting a growing industry momentum [15]. - Analysts note that China's innovative drug sector is gaining competitive advantages in areas such as ADC, bispecific antibodies, and cell therapy, with increasing global interest from major pharmaceutical companies [15]. Group 3: Hong Kong Market Trends - The Hong Kong market showed weakness, with the Hang Seng Index and Hang Seng Tech Index both declining by approximately 0.7% [16][17]. - Notable declines were observed in popular stocks such as Xiaomi, which fell over 3%, and Pop Mart, which dropped by 4% [17]. - Xiaomi's recent product launch has led to increased order volumes, but concerns over delivery timelines and tax policy changes may impact consumer purchasing decisions [20]. - Pop Mart's high valuation has sparked debate, with some viewing it as a bubble while others recognize its growth potential through effective IP management and platform integration [23].

比亚迪（002594.SZ）系列点评三十 海外销量再创新高 全球化稳步推进 2025 年 07 月 03 日 ➢ 事件概述：公司发布 6 月产销快报，6 月新能源汽车批发销售 38.3 万辆， 同比+12.0%，环比+0.03%；新能源乘用车批发销售 37.8 万辆，同比+11.0%， 环比+0.2%。分品牌看，6 月王朝海洋、腾势、方程豹、仰望销量分别 34.3 万 辆、15,783 辆、18,903 辆、205 辆。 ➢ 6 月批发同比增长 出口表现亮眼。公司 6 月新能源乘用车批发销售 37.8 万 辆，同比+11.0%，环比+0.2%，海外销量 9.0 万辆，再创新高。新能源乘用车 批发中，其中插混乘用车销售 17.3 万辆，同比-11.5%，环比-1.1%。纯电乘用 车销售 20.7 万辆，同比+42.5%，环比+1.2%。分品牌看，王朝海洋销量 34.3 万辆，秦 PLUS DM-i 5.0、海豹 06 等新车型贡献核心增量；腾势/仰望/方程豹 销量 3.49 万辆，占比 9.1%，高端化加速突破。 ➢ 出海表现亮眼 海外建厂加速推进。受益海外车型上量及区域拓展，6 月新 能源出口销量 9.0 万 ...

Core Viewpoint - The company BlueFocus Communication Group is pursuing a secondary listing on the Hong Kong Stock Exchange, aiming to leverage the A+H listing model, following the trend of major A-share companies expanding into Hong Kong [1][3]. Company Overview - Founded in 1996 and headquartered in Beijing, BlueFocus is one of the earliest public relations firms in China and currently the largest marketing communication group in the country [1]. - As of July 2, 2023, BlueFocus's stock price was 6.37 RMB, with a total market capitalization of 22.534 billion RMB [1]. Financial Performance - BlueFocus's revenue for 2022, 2023, and 2024 was reported as 36.683 billion RMB, 52.616 billion RMB, and 60.8 billion RMB respectively, with corresponding gross profits of 1.7 billion RMB, 1.789 billion RMB, and 1.53 billion RMB [3]. - The company experienced a decline in profit margins, with net profits of -2.177 billion RMB, 0.112 billion RMB, and -0.3 billion RMB for the same years, indicating a shift towards strategic investments in AI technology [3][4]. Strategic Initiatives - BlueFocus has adopted an "All in AI" strategy, developing a large model application engine called Blue AI, which has produced 137 AI-driven applications by the end of 2024, generating approximately 1.2 billion RMB in revenue [3][4]. - The company is also implementing a "Globalization 2.0" strategy, transitioning its cross-border marketing services to a localized and technology-driven model, with five overseas offices established in key markets [3][4]. Industry Trends - The global marketing industry is projected to reach a market size of 8.9 trillion USD in 2024, with a compound annual growth rate (CAGR) of 9.7% from 2020 to 2024, and is expected to grow to 14 trillion USD by 2029 [5]. - The Chinese marketing industry is anticipated to grow to 1.89 trillion USD in 2024, with a CAGR of 10% from 2020 to 2024, driven by digital transformation and increasing demand for brand establishment [5]. Market Dynamics - Two major trends are identified as growth engines for the marketing industry: the increasing demand for "overseas marketing" as Chinese brands expand globally, and the restructuring of the marketing value chain through AI technology [7][9]. - The digital marketing market in China is expected to exceed 1.2 trillion RMB by 2025, with the top 10 companies holding 60% of the market share, primarily due to their comprehensive service capabilities and AI technology advantages [8]. Competitive Position - BlueFocus is well-positioned to capitalize on industry opportunities due to its leading AI technology and global presence, despite facing short-term profitability challenges [9].

21世纪经济报道记者季媛媛 上海报道 2025年初，迪哲医药研发的肺癌靶向药舒沃哲 （舒沃替尼片）向美国FDA递交新药上市申请并获得优 先审评资格，这一消息在医药行业引起了广泛关注。就在7月3日，该药正式获得FDA批准上市，用于经 治EGFR Exon20ins晚期非小细胞肺癌（NSCLC）患者，成为中国首款独立研发在美获批的全球首创 （First-in-Class）新药。 美国是全球最主要的医药市场，FDA 获批不仅是对药物本身的认可，其商业化天花板也将更高，如百 济神州泽布替尼在2024年的全球销售额达到了188.59亿元（约26亿美元），同比增长106.4%。其中，美 国市场的销售额表现突出，达到了138.90亿元（约20亿美元）。截至2024年12月底，共有8款国产创新 药获FDA批准上市，包括泽布替尼、呋喹替尼、西达基奥仑赛、特瑞普利单抗等。 不过，本土创新药国际化路径究竟该如何走得更稳？从临床试验到FDA审评，从生产质量到商业布局， 中国药企能否实现一场全方位的国际化蜕变？ 此外，FDA关注对照组设计的合理性，例如是否采用标准疗法作为对照，以及长期安全性数据的收集， 特别是在针对肿瘤等慢性疾病的研 ...