供应链再出海
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构建全球价值创造网络!科创板龙头汇聚《硬科硬客》详解“供应链‘再出海’”
Zhong Guo Jing Ying Bao· 2025-12-04 11:04
Core Viewpoint - The discussion centers around the concept of "supply chain re-export" and the transition from globalization 1.0 to 2.0, emphasizing the need for Chinese companies to build resilient, efficient, and risk-averse value creation networks globally rather than merely exporting products [1][3]. Group 1: Reasons for "Re-export" - Chinese companies are shifting from merely selling products abroad to relocating industries overseas as a response to trade barriers and a trend towards globalization and localization [5]. - Companies must adopt a global perspective while also integrating into local markets, providing high-quality products and services, and harmonizing with local ecosystems [5]. Group 2: Market Selection Factors - Companies face the challenge of selecting target markets after establishing their "re-export" strategy, with factors such as existing client relationships and market maturity influencing their decisions [11]. - Middle Eastern and European markets are highlighted as strategic locations for establishing operations, with specific examples of companies building factories in India and Saudi Arabia [11]. Group 3: Local Integration Strategies - Strategies for local integration include forming partnerships with influential local companies to mitigate risks and sourcing materials locally to build competitive supply chains [13]. - Companies like 宣泰医药 utilize an agency model in fragmented markets like Europe to navigate diverse regulatory requirements [13]. Group 4: Risk Management - A dynamic risk assessment mechanism is crucial for companies to adapt to political, supply chain, and operational compliance risks, with regular updates to a "global risk map" [16]. - Companies are encouraged to diversify their supply chains and establish monitoring systems to manage risks effectively [17]. Group 5: Capital Market Support - The capital market plays a vital role in supporting companies' internationalization efforts by providing funding for R&D, production expansion, and talent acquisition [20]. - Companies express the need for more long-term, low-cost financing tools and support for cross-border mergers and acquisitions to facilitate their global strategies [20][21].