Core Viewpoint - Globalization is no longer a choice for companies but a consensus for industrial development and the ultimate direction, especially in the current highly competitive environment [2]. Group 1: Globalization Progress in China's Lithium Battery Industry - The 24潮产业研究院 (TTIR) analyzed 13 leading companies in China's lithium battery industry, showing that their total overseas revenue increased from 39.156 billion yuan in 2020 to 228.740 billion yuan in 2024, a growth of 484.18% [3][5]. - However, in 2024, the overseas revenue of these companies decreased by 7.14% year-on-year, and the proportion of overseas revenue to total revenue only increased by 6.48 percentage points over five years [5]. Group 2: Company-Specific Performance - Companies like 阳光电源, 中伟股份, 恩捷股份, and 科达利 have shown strong growth in overseas revenue from 2020 to 2024, with 中伟股份 maintaining over 30% growth for four consecutive years [5]. - Conversely, companies such as 天齐锂业, 贝特瑞, 格林美, 宁德时代, and 华友钴业 experienced negative growth in 2024, with 天齐锂业 facing the most significant decline of 81.13% [5][7]. Group 3: Investment and Capacity Planning - As of now, major companies like 宁德时代, 华友钴业, and others have planned or established significant overseas operations, with total investment budgets nearing 370 billion yuan [9]. - 宁德时代 is leading in overseas investment, planning to build five factories with a total investment budget of approximately 178.948 billion yuan [9]. Group 4: Challenges in Globalization - The globalization process is facing challenges, including project delays and terminations due to changing market conditions and legal disputes, as seen with 国轩高科 and other companies [10][12]. - The global lithium battery industry is experiencing a downturn, affecting the globalization efforts of Chinese companies, with many projects being postponed or canceled [12][13]. Group 5: Future Outlook - The future of globalization in the lithium battery sector is uncertain, with potential for more projects to be delayed or terminated due to ongoing global economic and policy fluctuations [14][15]. - Companies must balance their investment strategies with the need for financial health to survive in a competitive landscape [15].

近日，2025清华五道口全球金融论坛在深圳召开，深圳市创新投资集团有限公司原董事长倪泽望在会上 从创业投资支持科技创新方面提出三点看法： 他进一步说道，"遇到人工智能这样一个大时代，对于创投机构来讲，现在的机会甚至是超出前面十几 二十年。从这个角度来看，对行业应该说还是非常有机会。" 目前，国家一直在鼓励长期投资、耐心资本，但整个创投行业赚钱效应并不明显。倪泽望认为要支持行 业发展，首先得让行业能赚到钱，否则没有人愿意投资。 他提供的一组统计数据显示，2015年以来成立的部分基金，基金回本率（Distributions to Paid-In Capital，DPI）大于0.5的属于小部分，大部分存续期10年以上基金的DPI小于0.5，这意味着本金回笼还 不到一半。 那么，如何保证创投行业赚钱？倪泽望表示，一是从政策层面支持创投行业；二是，鼓励和支持更多的 长期资本进入创投行业，包括社保基金、保险资金、企业年金甚至是银行理财等；三是在国有基金的考 核和问责方面予以更大的宽松，只有这样才能鼓励更多长期资金作为LP进入到创投行业。 （文章来源：21世纪经济报道） 第一，国家层面目前对创业投资是前所未有的重视。这体现 ...