Core Viewpoint - The fluctuation of US-China tariff policies has minimal impact on service trade companies such as gaming and short dramas, presenting a favorable opportunity for these brands to grow overseas [1] Group 1: Market Expansion - Chinese companies are increasingly looking to expand into emerging markets such as South America and the Middle East [1] - Companies that deeply engage in specific regional markets and address local user needs can achieve sustainable growth, even amidst trade conflicts [1] Group 2: Strategic Adaptation - Companies can adapt to tariff impacts by innovating their product offerings, such as producing AI headphones that provide real-time translation for Spanish-speaking users in the US [1] - The concept of "localization" is emphasized, where companies establish a presence in foreign markets, contributing to local economies and gaining government support [1] Group 3: Globalization Trends - There is a growing trend of Chinese companies listening to local demands and using market data for informed decision-making [1] - A wide range of industries, including e-commerce, gaming, and traditional sectors like tea and dining, are seeking overseas opportunities, indicating a shift towards a more collective approach to international expansion [1] - The experience accumulated by Chinese companies in product development, operations, and capital management provides a competitive edge against foreign counterparts [1]

Group 1 - The core message emphasizes the growing bilateral relationship between China and Indonesia, particularly in investment and trade, as Indonesia celebrates 75 years of diplomatic relations with China [1][6][7] - In 2024, China's investment in Indonesia is projected to reach $8.1 billion, a significant increase from approximately $0.8 billion in 2014, indicating a strong commitment to enhancing economic ties [7] - The bilateral trade volume between China and Indonesia is expected to reach $147.8 billion in 2024, with a year-on-year growth of 6.1%, showcasing the importance of this partnership [7] Group 2 - The Indonesian ambassador highlighted various sectors where Chinese companies can collaborate with Indonesia, including renewable energy, electric vehicles, digital economy, and agricultural technology, indicating numerous opportunities for synergy [2][13] - Indonesia is experiencing a digital transformation, with a focus on e-commerce, fintech innovation, and creative economy, positioning itself as a key player in Southeast Asia's economic landscape [9][14] - The ambassador called for more Chinese enterprises to engage in Indonesia, emphasizing the importance of responsible globalization and local partnerships to create meaningful and mutually beneficial relationships [14][15] Group 3 - The ambassador pointed out that Southeast Asia, with over 680 million people, is one of the fastest-growing regions globally, presenting a significant market for investment and innovation [8] - Indonesia's government is implementing investor-friendly policies to attract foreign investment, including reducing bureaucracy and offering incentives, which can enhance the investment climate for Chinese companies [9][15] - The need for local partnerships is crucial for Chinese companies to navigate the complexities of international markets, ensuring sustainable and equitable development [15]

Core Insights - The "14th Five-Year Plan" period has seen a surge in Chinese companies going global, transitioning from "manufacturing exports" to "intelligent manufacturing exports" and from "single operations" to "industry chain collaboration" [1][2] - A total of 3,667 A-share listed companies disclosed overseas business income in 2024, accounting for 68% of A-share companies, with total overseas income reaching 9.52 trillion yuan, a 56.58% increase from 2020 [2] - Manufacturing companies have shown remarkable performance, with overseas income reaching 6.39 trillion yuan in 2024, a 75.42% increase from 2020 [2] Industry Performance - The new growth drivers in foreign trade include new energy vehicles, lithium batteries, and photovoltaics, with companies like Great Wall Motors and Changan Automobile seeing over 600% growth in overseas income compared to 2020 [3] - CATL's overseas income reached 110.34 billion yuan in 2024, growing over 14 times since 2020, with significant investments in Indonesia [3] - The engineering machinery sector has seen overseas income share rise from 11.38% in 2020 to 47.48% in 2024, with major companies like SANY Heavy Industry and Zoomlion contributing over half of their revenue from overseas [3] Strategic Trends - The trend of "industrial chain going overseas" and "ecosystem going overseas" has become prominent, with leading companies enhancing efficiency by leveraging their chain advantages [4] - ASEAN has become China's largest export market, with significant investments in production capacity in Southeast Asia, such as Changan Automobile's new energy vehicle base in Thailand [4] - Latin America is emerging as a new growth area, with companies like BYD and Linglong Tire making substantial investments in Brazil [5] Cross-Border M&A Activity - Cross-border mergers and acquisitions (M&A) have seen a resurgence, with 216 disclosed cases in 2024, a 32.52% increase year-on-year, marking a five-year high [6] - M&A activities are categorized into three types: acquiring overseas brands, core technology acquisition, and channel acquisition, with significant examples in advanced manufacturing and biomedicine [6] Capital Market Developments - In 2025, leading companies in hard technology are accelerating their overseas strategies, with over 50 A-share companies announcing plans to list in Hong Kong [7] - Notable companies like CATL and Hengrui Medicine have successfully listed in Hong Kong, with CATL raising 35.3 billion HKD, the largest IPO globally for the year [7] Future Outlook - Industry experts express optimism about the future of Chinese companies going global, highlighting opportunities in green exports, capacity expansion, and infrastructure projects [10] - The focus on protecting national security and intellectual property while targeting high-end markets is emphasized for companies in high-tech sectors [10]

Group 1 - The success of Pop Mart is seen as a success of going global, with a prediction that at least 100 cross-border e-commerce brands with a market value of 10 billion will emerge in the next decade [1] - The current consumer market is transitioning from "internet celebrity brands" to "national brands," which are defined by their ability to appeal to both urban middle-class consumers and rural youth [3] - Chinese companies have three core advantages for going global: an efficient Chinese supply chain, returnee talents who understand localization, and mature internet and AI capabilities [3] Group 2 - Strategies for companies to achieve growth in adverse environments include embracing digital transformation, exploring lower-tier markets, expanding internationally, and reinvesting in R&D to build technological barriers [3] - Key characteristics of AIGC development include the increasing visibility of infrastructure technology bottlenecks and the polarization of AI applications [3] - Predictions for AI include a potential reduction in mobile app numbers by half in the next three years, a reduction in weekly working hours to less than four days within ten years, and an increase in human life expectancy to over 100 years through AI and healthcare integration in about twenty years [4]

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。 阿联酋阿布扎比哈利法经济区 KEZAD GROUP 中国区代表 & 复星创富风险合伙人 严林辉 出席本次论坛， 与凤凰网财经就中国 企业出海中东面 临的挑战展开对谈。 01 中东油价便宜、充电桩又不够多，混动车才是突破口 针对新能源汽车出海中东的情况， 严林辉表示， 客观来说，中东地区的电动车销量目前都不算高。主要原因有三，一是基础设施相对薄弱，特别是 充电桩不足；二是当地油价便宜，约合人民币 4.9元到5元一升，对居民来说用油车成本不高；三是中国企业在当地对电动车普及进行的市场营销宣 传力度还不够。 他以迪拜中心区域为例，由于充电桩数量有限，经常可以看到十几辆特斯拉排队等待充电，这种基础设施的不足直接影响了电动车的普及率。 在严林辉看来，中国车企在中东市场的突破口应该是混动车型。混动车一方面 ...

Core Viewpoint - The article emphasizes that going global is akin to a new era of entrepreneurship, where heavy asset investment must adhere to a long-term perspective [1] Group 1: Historical Context of Chinese Companies Going Global - 28 years ago, Haier established its first overseas factory in the Philippines, marking a milestone for Chinese manufacturing brands [2] - 10 years ago, Hisense acquired Sharp's factory in Mexico for $23.7 million, allowing for local production and significant time savings compared to shipping from China [2] - In the past 7 years, numerous Chinese e-commerce platforms like Pinduoduo and Alibaba have begun exploring overseas markets, leading to increased competition and market dynamics [2][3] Group 2: Key Drivers for Supply Chain Expansion - Geopolitical factors and tariffs significantly influence companies' decisions on where to expand internationally [7] - The demand for near-shore delivery has risen, prompting companies to locate closer to their customers to mitigate risks associated with long-distance shipping [7] - Cost considerations remain crucial, with companies seeking to optimize logistics by shipping components for local assembly rather than complete products [7] Group 3: Stages and Criteria for Going Global - Companies typically progress through three stages: product export, brand export, and manufacturing/supply chain export [10] - A threshold of $500 million in annual sales is identified as a benchmark for companies considering supply chain expansion [10] - Smaller companies are advised to start with product or sales export before attempting manufacturing abroad due to higher risks and capital requirements [10] Group 4: Changes in the Global Environment for Manufacturing - The geopolitical landscape has shifted, making it a critical factor in site selection for overseas factories [12] - Labor costs have increased in traditional low-cost regions, impacting the attractiveness of locations like Vietnam and Thailand for new factories [12] - The rising land prices and increased brand recognition of Chinese companies abroad have altered the dynamics of overseas manufacturing [13] Group 5: Challenges and Hidden Costs in Overseas Manufacturing - Companies must prepare for unexpected operational costs, such as security measures and compliance with local labor laws [20] - Low labor costs do not necessarily equate to lower overall costs due to potential inefficiencies and training expenses [21] - The complexity of compliance and legal requirements can lead to additional costs that companies must account for in their budgets [20] Group 6: Strategies for Successful Overseas Expansion - Joint ventures can reduce capital investment and help navigate local market challenges, but they may also dilute decision-making power [32] - Companies are encouraged to establish local partnerships to leverage existing networks and resources, particularly in regions with complex regulatory environments [32] - The article suggests that companies should consider existing facilities rather than building new ones to minimize initial investment risks [31]

Group 1 - The "2025 China Enterprises Going Global Summit" was held in Shenzhen, focusing on providing a high-end platform for Chinese companies to address challenges in international expansion and explore collaborative transformation paths [1] - The summit was co-hosted by Phoenix Network and the Global Council for Chinese Enterprises Going Global, emphasizing the theme "For an Open World" amidst the deep restructuring of global industrial chains [1] Group 2 - Peter Chen, Executive Director and Head of Greater China at Tikehau Capital, shared insights on how Chinese companies can establish their brands overseas and compete effectively in international markets [3] - Chen emphasized that consumers prioritize user experience and service over the identity of the parent company, suggesting that Chinese brands should not overly emphasize their origin when aiming for global acceptance [3] - He highlighted the success of BYD in Southeast Asia, noting that it is perceived as a "global car" rather than a "Chinese car," indicating a shift in branding strategy for international markets [3]

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]

Group 1 - The forum aimed to provide a high-end platform for Chinese companies to tackle challenges in going global amidst deep restructuring of global supply chains [1] - The discussion highlighted the importance of understanding the dynamics of US-China relations and the implications for Chinese enterprises seeking to expand internationally [1][2] Group 2 - The concept of the Thucydides Trap was debated, with experts arguing that a direct conflict between China and the US is unlikely due to the catastrophic consequences of war [2] - The US is perceived to be haunted by two nightmares: the fear of China surpassing it and the fear that a powerful China would seek global dominance, which experts argue is unfounded [3] Group 3 - Chinese companies are encouraged to champion free trade as a means to secure their international presence, contrasting with the US's recent shift away from free trade principles [3][4] - The trade volume between China and the US has significantly increased over the past two decades, indicating a complex interdependence that is difficult to alter [4] Group 4 - The ongoing tariff war initiated by the US is viewed as ultimately self-defeating, as tariffs are primarily borne by American consumers rather than foreign entities [4] - Chinese companies are urged to capitalize on the current situation, as losing the trade war could jeopardize decades of economic progress [4] Group 5 - Chinese enterprises are advised to adopt a more strategic approach to international expansion, learning from successful foreign companies operating in China [5] - Successful international ventures require understanding local markets and consumer preferences, as demonstrated by the examples of Chinese food brands adapting to foreign tastes [5] Group 6 - The overarching message is for China to focus on internal development and stability while contributing positively to global trade and economic cooperation [6] - Emphasizing the importance of maintaining a strong domestic foundation, the experts advocate for a steady and cautious approach to international engagement [6]

第五，政务服务系统、保税系统等如果不依赖专业服务公司，一个新的公司几乎无法搞定。 第六，海关、食品药品监督管理局管控较严，产品认证周期长。 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。 对于中企进入沙特面临的挑战，沙特ISPSC综合服务中心CEO张涛向凤凰网财经表示，近年来沙特在政治、经济、文化、科技、能源、旅游、基础建设、国 家工业化等领域展开了轰轰烈烈的改革和建设运动，俨然成为世界上少有的蓝海，整个国家堪称世界上最大的建筑工地，但面临的挑战也很多： 第一，语言问题，沙特目前还不上英语非常流行的国家，阿拉伯语是主要语言，所以，需要用阿拉伯语翻译才能无障碍地沟通。 第二，文化差异较大，沙特是政教合一的伊斯兰教国家，沙特人的生活方式与我们中国人生活方式有很大的不同，主要体现在沙特人信仰伊斯兰教，一天五 次礼拜，每年有一个月的斋月，白天不吃 ...