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毕马威中国报告:核心技术驱动+品牌建设,应对新能源企业“出海”三重挑战
Jing Ji Guan Cha Wang· 2025-05-09 13:37
Core Insights - The report by KPMG China highlights that Chinese renewable energy companies face three main challenges when expanding into the European and American markets, including local barriers and policies, high entry costs, and insufficient local operational capabilities [1][2] Group 1: Market Opportunities - Europe is identified as the primary battleground for Chinese renewable energy companies due to its vast market and high profitability, particularly in solar and energy storage sectors [1] - The average price of energy storage systems in Europe is 1.2 RMB/Wh, significantly higher than the domestic average of 0.6-0.8 RMB/Wh, which is expected to attract more Chinese storage companies to Europe [1] Group 2: Driving Factors - Key driving factors for the European market include the acceleration of smart and digital upgrades in the power grid to accommodate clean energy, government incentives such as tax breaks and subsidies, and a high consumer willingness to pay for sustainable products [2] - The shift from "China +1" to "+N" strategy is recommended to mitigate systemic risks by diversifying production bases across Southeast Asia, Mexico, and Eastern Europe [3] Group 3: Strategic Recommendations - The report suggests four strategies for Chinese companies to address the challenges of going abroad: diversifying production locations, implementing a dual strategy of technology and brand development, vertically integrating the supply chain, and optimizing post-investment risk control systems [2][3] - Emphasizing core technology and brand building is crucial for establishing a high-quality brand image in the overseas market [3][4] Group 4: Industry Collaboration - Companies are encouraged to deepen their engagement in both vertical and horizontal dimensions of the supply chain, moving from manufacturing to service and consumption, particularly in large infrastructure projects like solar and wind farms [5] - Strengthening strategic partnerships with related industries and professional service providers is essential for navigating local regulations and enhancing operational stability in foreign markets [5]
毕马威中国:未来“出海”企业应从“中国+1”模式向“+N”模式扩展
Bei Jing Shang Bao· 2025-05-08 14:13
Core Insights - The report by KPMG China highlights the need for companies to diversify production across multiple regions to mitigate systemic risks from sudden policy changes in target countries, suggesting a shift from the "China+1" model to a "+N" model for overseas expansion [1] - The report focuses on the renewable energy sectors such as photovoltaics, energy storage, and wind power in the key markets of Europe and the United States, analyzing the policy environment, market demand, and competitive landscape [1] - KPMG emphasizes that the global energy transition presents both opportunities and challenges for Chinese renewable energy companies, with the European and American markets being critical battlegrounds due to their clear policy direction, strong market demand, and high barriers to technological innovation [1] Industry Analysis - Chinese renewable energy companies possess advantages such as a complete industrial chain, excellent production efficiency, and cost control, which are crucial in the context of a global consensus on sustainable and green energy transition [1] - The urgent need for smart and digital upgrades in European and American power grids is expected to create significant investment opportunities across the power industry supply chain [1] - The evolution of Chinese enterprises from merely exporting products to extending their reach into production, services, and supply chains reflects a strategic shift towards more integrated global operations [2] - Developed markets like Europe and the U.S. are attractive for Chinese renewable energy companies due to their mature markets, relatively stable policies, and well-established infrastructure [2] - Chinese companies are advised to thoroughly research the high regulatory and compliance requirements of developed markets and to conduct in-depth market assessments to establish systematic strategic planning and layout [2]