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经济观察丨民企出海“各显身手” 全球市场焕新中国印象
Zhong Guo Xin Wen Wang· 2025-11-24 01:26
中新社北京11月23日电 (记者 尹倩芸)从泰国曼谷到巴西圣保罗,街头驶过的电动汽车不乏中国品 牌身影;泡泡玛特海外门店前,年轻人为抢购一只LABUBU玩偶排起长队;割草、扫地……功能各异 的中国家用机器人在跨境电商平台上热销。 这些发生在世界不同角落的日常,正重塑着"中国制造"的全球印象。驱动这一变化的主要力量,正 是日益活跃的中国民营企业。 不同于过往简单的"产品出口",当下民企"出海"已日渐深入。从潮玩到新中式茶饮,从智能家居到 新能源汽车,越来越多具有创新力的中国品牌,正逐渐成为海外消费者"衣食住行"的一部分。 这一变化很大程度上源于民企创新活力的持续增强。全国工商联发布的调研分析报告显示,2025年 中国民营企业500强中实际填报企业的研发费用总额1.13万亿元人民币,平均研发经费投入强度2.77%。 数字技术的普及则为企业"出海"铺设了更便捷的通道。以希音(SHEIN)、阿里国际站为代表的跨境 电商平台,将"千人千面"的个性化需求与中国供应链高效对接,也让"中国制造"更直接、快速地触达全 球消费者。 中国商务部数据显示,全国跨境电商主体已超12万家,海外仓数量突破2500个。在专家看来,中国 已构 ...
(经济观察)民企出海“各显身手” 全球市场焕新中国印象
Zhong Guo Xin Wen Wang· 2025-11-23 12:56
中新社北京11月23日电 (记者 尹倩芸)从泰国曼谷到巴西圣保罗,街头驶过的电动汽车不乏中国品牌身 影;泡泡玛特海外门店前,年轻人为抢购一只LABUBU玩偶排起长队;割草、扫地……功能各异的中 国家用机器人在跨境电商平台上热销。 这些发生在世界不同角落的日常,正重塑着"中国制造"的全球印象。驱动这一变化的主要力量,正是日 益活跃的中国民营企业。 他们的产品未必比同类海外商品便宜,却能够吸引用户为创新技术、独特设计或是文化体验买单。观察 认为,民企"出海"正向产业链、价值链高端攀升,推动"中国制造"向"中国创造"全面升级。 如今,中国企业的本土化实践不仅局限于产品适配,还通过建立海外研发中心、生产基地和供应链体 系,雇佣和培养本地员工等多种方式,实现与当地社会的深度连接。 这一变化很大程度上源于民企创新活力的持续增强。全国工商联发布的调研分析报告显示,2025年中国 民营企业500强中实际填报企业的研发费用总额1.13万亿元人民币,平均研发经费投入强度2.77%。 这种连接不断释放出溢出效应:企业能够更精准响应各国市场差异化需求,同时带动当地就业与产业升 级,创造更大的经济与社会效益。在此过程中,海外市场对中国 ...
逐渐死去的双十一,才是真正中国制造的开始!
Sou Hu Cai Jing· 2025-11-22 11:08
为什么说双十一凉了,反而是中国制造真正站起来的时刻? 双十一凉了?这是坏事,还是天大的好事? 至少在我看,这或许是真正的"好时代"开始了。 很简单,因为过去那个靠低价冲量、靠刷单造神、靠广告洗脑的双十一商业逻辑,已经玩不下去了。而取而代之的,是一种对产品本身、对设计美感、对文 化价值的重新尊重。 这不是促销的终结,而是"制造业转型"的起点。 而更核心的是买家也变聪明了。他们早就看透什么"先涨价再打折",什么"限量促销",也知道这些套路跟真香没多大关系。人们买东西开始更看重产品本 身,而不是噱头与标签。 关键点就在这,双十一的玩法撕掉外衣后暴露了本质,那是一整套"以低价为核心竞争力"的商业体系在死去。 而这种死,不是痛苦挣扎,而是涅槃重生。 过去的双十一有多疯狂,大家心里其实都清楚。 从2009年蹒跚起步,到2015年开始喊数字,平台每年都冲出一个"全网销售破多少亿"的新闻标题。可到了2025年的今天,你说看看哪个电商平台还敢高调地 发战报? 最多扯几句"订单量增长""用户活跃度提升",你细咂摸下,这话要多虚有多虚。 为啥不敢发战报了?答案直戳要害:税改+数据透明。 今年开始,很多人已经知道了,电商平台的交易额 ...
生活观察|好锅,既要千锤百炼,也要求新求变
Xin Hua Wang· 2025-11-05 08:12
Core Viewpoint - The article highlights the significance of durable cookware, particularly stainless steel and traditional hand-forged iron pots, in everyday cooking, emphasizing their safety, longevity, and the cultural value they hold for families [1][3][6]. Group 1: Stainless Steel Cookware - Stainless steel cookware, particularly those made from 304 or 316 food-grade stainless steel, is praised for its corrosion resistance, durability, and ease of cleaning [4]. - The article notes that while stainless steel has poor thermal conductivity, modern techniques often incorporate aluminum layers to enhance heat distribution [4]. - Consumers express concerns about non-stick cookware, particularly regarding the wear and tear of coatings, which can lead to health risks if not used properly [4]. Group 2: Traditional Iron Cookware - Hand-forged iron pots, known for their excellent heat conduction, are made through a labor-intensive process that includes multiple forging steps, resulting in a unique texture that enhances cooking [6]. - The craftsmanship involved in creating traditional iron pots is highlighted as a key aspect of their appeal, with a focus on the meticulous techniques passed down through generations [6]. - The popularity of traditional iron cookware has surged, reflecting a broader appreciation for artisanal manufacturing in China [6]. Group 3: Innovations in Cookware - The cookware industry is experiencing a shift towards new materials and technologies, such as titanium and high-temperature nitriding, which improve the performance and durability of pots [8]. - Innovations in cookware production are seen as essential for the future of Chinese manufacturing, emphasizing quality, technological advancement, and accessibility for consumers [8]. - The integration of advanced materials and processes is transforming the cookware market, aligning with consumer demands for better quality and functionality [8].
苹果新高背后:揭秘万亿产业链上的投资密码
Ge Long Hui· 2025-11-03 10:45
Core Insights - The article highlights the deep integration of Chinese companies in the Apple supply chain, emphasizing their critical role in the production of the iPhone 17 and the broader Apple ecosystem [1][3][4]. Group 1: Apple's Dependency on China - Apple has attempted to reduce its reliance on China by shifting parts of its supply chain to Southeast Asia, but this strategy has faced significant challenges [2]. - Over 90% of Apple products are assembled in China, with more than 50 Chinese companies listed among Apple's top 200 global suppliers, indicating a growing presence in both quantity and quality [3]. Group 2: The "Zhengzhou Speed" and Ecosystem - The "Zhengzhou speed" exemplifies the efficiency of the Foxconn factory, which is part of a larger ecosystem of hundreds of supporting companies, enabling rapid production scaling from zero to millions of units within weeks [4]. - This ecosystem provides unmatched supply chain responsiveness, a large pool of skilled labor, and robust logistics, which are difficult to replicate in other regions [4]. Group 3: Rise of Chinese "Invisible Champions" - Chinese companies have evolved from mere assembly partners to key players in the Apple supply chain through technological innovation and cost control [5]. - Lens Technology, a key supplier of glass components for iPhones, exemplifies this transformation, having developed advanced glass technology to meet Apple's stringent requirements [6]. - Luxshare Precision has transitioned from producing low-value components to becoming a core assembler for major Apple products, showcasing a strategic evolution within the supply chain [7][8]. Group 4: Diversification and Future Opportunities - Companies like GoerTek and BYD are diversifying their offerings beyond Apple products, with GoerTek expanding into VR/AR and automotive electronics, while BYD leverages its vertical integration to supply various components [9]. - The article suggests that the Apple supply chain still holds investment potential, particularly in areas like camera modules and structural components, where Chinese suppliers are gaining market share [11]. - Upcoming product cycles, including AR/VR devices and potential Apple cars, present new growth opportunities for suppliers who can integrate into these emerging markets [12]. Group 5: Strategic Independence - Leading companies in the Apple supply chain are beginning to reduce their dependency on Apple by exploring new markets such as electric vehicles and solar energy, indicating a shift towards independent growth [13]. - A decrease in revenue dependency on Apple, coupled with stable overall revenue and profit growth, signals a company's capability for independent operation [13]. Group 6: Reflection on Chinese Manufacturing - The narrative surrounding the iPhone and other Apple products reflects the evolution of Chinese manufacturing from low-end assembly to high-end innovation, showcasing the resilience and ingenuity of Chinese enterprises [14].
稀土不是真正底牌!美方封锁加码,中国反手翻盘,美国彻底被打脸
Sou Hu Cai Jing· 2025-10-25 04:45
Core Insights - The significant increase in tariffs on Chinese exports to the U.S. has led to a shift in China's export markets, with ASEAN and the EU becoming major trading partners, reflecting a strategic pivot in trade relationships [1][3]. Group 1: Trade Performance - China's total goods trade volume reached 33.6 trillion yuan in the first three quarters, showing a year-on-year increase of 4% despite high tariffs [1]. - Exports to ASEAN rose by 14.7%, while exports to the EU surged by 28.3%, together accounting for 23.4% of total exports [3]. Group 2: Market Adaptation - The decline in U.S. market share for Chinese exports has dropped to 10.4%, nearly halving since 2018, with a 27% decrease in exports in September alone [5]. - The transition to new markets was facilitated by prior regional trade agreements and established supply chains, allowing for a swift response to changing trade dynamics [7]. Group 3: Product Quality and Innovation - The composition of Chinese exports has shifted from labor-intensive goods to high-tech products, with general machinery exports increasing by 24.9%, integrated circuits by 32.7%, and automotive exports by 10.9% [8][10]. - The focus on providing comprehensive solutions, such as building charging networks for electric vehicles, has enhanced profit margins compared to traditional hardware sales [10][12]. Group 4: R&D Investment - China's manufacturing R&D investment intensity reached 2.6% in the first half of 2025, an increase of 0.8 percentage points since 2020, indicating a commitment to innovation and quality improvement [10]. - The shift from a volume-driven model to a quality-driven approach has made Chinese exports more resilient against tariff pressures, as customers are willing to pay for comprehensive solutions rather than just products [12].
全球硬件大爆款,生于中国
芯世相· 2025-09-20 01:06
Core Viewpoint - The article discusses the rise of Chinese hardware companies, emphasizing their global ambitions and innovative approaches, particularly in the context of the success of companies like DJI and Plaud AI, which have redefined the perception of Chinese manufacturing and entrepreneurship in the global market [5][10][71]. Group 1: Globalization and Innovation - Plaud AI, founded in Shenzhen in 2021, aims to be a global company from day one, reflecting a shift in mindset among young entrepreneurs who now see global markets as essential for success [6][15]. - The article highlights the optimism and courage of new entrepreneurs in the face of global uncertainties, drawing parallels to the past decade's evolution in the Chinese manufacturing landscape [8][9]. - DJI's emergence as a leader in the consumer drone market has inspired a new generation of hardware entrepreneurs, showcasing the potential for high-quality, innovative products from China [10][11][12]. Group 2: The Impact of Supply Chain - The article emphasizes the strength of China's supply chain, which has enabled rapid prototyping and production, allowing companies to bring innovative products to market quickly [43][44]. - The success of companies like DJI and others is attributed to their ability to leverage local supply chains for high-quality components, which has significantly reduced production costs and time [48][49]. - The evolution of the supply chain has allowed for the emergence of new product categories, such as intelligent lawn mowers and AI toys, which cater to global consumer demands [35][56]. Group 3: Investment Landscape - The investment landscape for hardware startups has shifted dramatically, with more investors willing to back innovative hardware projects, reflecting a growing confidence in the potential for high returns [68][69]. - The article notes that early-stage investors like Li Zexiang and Gao Bingqiang have played a crucial role in supporting hardware startups, providing them with the necessary resources to innovate and grow [62][63]. - The changing perception of hardware investments has led to increased competition among investors, with many now actively seeking opportunities in the hardware sector [68][70].
中经评论:工厂游凭啥火出圈
Jing Ji Ri Bao· 2025-09-05 00:03
Group 1 - The core phenomenon of factory tours gaining popularity is attributed to their ability to meet the diverse and personalized needs of consumers, offering interactive and engaging experiences [1] - Factory tours provide a unique alternative to traditional tourism, which often suffers from homogenization and lack of depth, allowing visitors to actively participate and enjoy high value for money [1] - The affordability and accessibility of factory tours, such as low ticket prices and complimentary refreshments, contribute to their appeal, making them attractive regardless of season or weather [1] Group 2 - The rise of factory tours is linked to the transformation of Chinese manufacturing, showcasing modern, clean, and technologically advanced production environments that enhance consumer trust and brand loyalty [2] - Factory tours serve as a powerful marketing tool, allowing brands to connect emotionally with consumers and generate organic exposure through social media sharing of positive experiences [2] - The transparency of factory operations encourages manufacturers to improve quality control and adopt advanced technologies, driven by public scrutiny and consumer feedback [3] Group 3 - Balancing production efficiency with visitor experience is crucial for the sustainability of factory tours, requiring careful planning and design to ensure that neither aspect is compromised [3] - Successful factory tours should enhance the manufacturing process rather than disrupt it, serving as a testament to a company's operational capabilities and management skills [3]
“中国造”与“中国购”何以同火
Ren Min Ri Bao· 2025-08-29 03:24
Group 1 - The core viewpoint is that Chinese manufacturing is increasingly gaining popularity overseas through innovative products and effective marketing strategies, leading to a rise in consumer interest and sales [1][2] - The sales of domestic tax refund goods from January to June this year saw a significant increase, with sales revenue and tax refund amounts growing by 94.6% and 93.2% respectively [1] - Chinese brands are establishing a positive reputation among overseas consumers by offering diverse and creative products that cater to specific needs and scenarios [1][2] Group 2 - The upgrade of Chinese manufacturing encompasses not only design and production but also brand building, which is crucial for meeting global consumer demands [2] - An example of successful adaptation is a Shanghai company's delivery robot, which was redesigned for the Japanese market to better fit local needs, demonstrating the importance of local market understanding [2] - The integration of cultural values into product design enhances brand value, as seen in the success of a gold brand that combines traditional craftsmanship with modern design [3] Group 3 - The shift from quantity to quality in Chinese manufacturing is evident, with a focus on high-end, intelligent, and green production methods [3] - Companies are encouraged to innovate and capture consumer demands accurately, leading to a new image of Chinese manufacturing characterized by reliability and aesthetic appeal [3] - The path to high-quality development for Chinese manufacturing is becoming broader, driven by technological innovation and rich cultural content [3]
“中国造”与“中国购”何以同火(评论员观察)
Ren Min Ri Bao· 2025-08-28 22:00
Group 1 - The core viewpoint is that Chinese manufacturing is rapidly upgrading from design and manufacturing to brand building, effectively meeting global consumer demands through innovation and localization strategies [2][3] - The sales of domestic tax refund products from January to June this year saw a significant increase, with sales revenue and tax refund amounts growing by 94.6% and 93.2% year-on-year, respectively [1] - Cultural marketing is becoming a higher level of product marketing, where creative design and cultural values enhance product connotation and brand value [3] Group 2 - Chinese brands are establishing a positive reputation among overseas consumers by offering diverse, innovative products that cater to specific needs and scenarios [1][2] - The integration of cultural elements into product design, such as traditional Chinese medicine themes, is gaining popularity in overseas markets, showcasing the blend of culture and technology [3] - The shift from quantity advantage to quality advantage is evident, with a focus on high-end, intelligent, and green manufacturing practices driving the high-quality development of Chinese manufacturing [3]