（来源：投资者网-思维财经） 当前，全球科技革命与产业变革深度融合，人工智能大模型重塑行业边界，量子计算突破算力瓶颈，绿色科技引领可持续发展新赛道。中国企业不仅 在"硬科技"领域加速突破，更以数字化、智能化为引擎，从"中国制造"迈向"中国智造"；在"一带一路"倡议与全球价值链重构背景下，出海战略已从单一 产品输出升级为技术标准、商业模式与文化价值的全方位输出。 时光淬炼初心，专业铸就远见。十八年来，思维财经&投资者网始终秉持"记录经济脉动，解码财富逻辑"使命，通过AI驱动的内容创新、数据智能的深度 洞察，以及全媒体融合的传播矩阵，持续为投资者提供前瞻性、专业化的价值服务，在变局中把握长期价值，成为资本市场不可或缺的智慧伙伴。 值此思维财经&投资者网成立18周年之际，"2025投资者年会暨成就与荣耀盛典"将于2026年1月7日在上海浦东星河湾酒店举行。本届年会以"时光为证 价 值同行"为主题，将汇聚顶尖经济学家、行业领袖及百余家上市公司与金融机构代表，共探科技浪潮与全球视野下的产业新机遇。 在这场思想交锋的盛宴中，思维财经&投资者网聚焦科技赋能与全球视野，通过"链合产业·盟定未来"等特色环节，重点呈现科技智造、 ...

当前，全球科技革命与产业变革深度融合，人工智能大模型重塑行业边界，量子计算突破算力瓶颈，绿色科技引领可持续发展新赛道。中国企业不仅 在"硬科技"领域加速突破，更以数字化、智能化为引擎，从"中国制造"迈向"中国智造"；在"一带一路"倡议与全球价值链重构背景下，出海战略已从单一 产品输出升级为技术标准、商业模式与文化价值的全方位输出。 时光淬炼初心，专业铸就远见。十八年来，思维财经&投资者网始终秉持"记录经济脉动，解码财富逻辑"使命，通过AI驱动的内容创新、数据智能的深度 洞察，以及全媒体融合的传播矩阵，持续为投资者提供前瞻性、专业化的价值服务，在变局中把握长期价值，成为资本市场不可或缺的智慧伙伴。 值此思维财经&投资者网成立18周年之际，"2025投资者年会暨成就与荣耀盛典"将于2026年1月7日在上海浦东星河湾酒店举行。本届年会以"时光为证 价 值同行"为主题，将汇聚顶尖经济学家、行业领袖及百余家上市公司与金融机构代表，共探科技浪潮与全球视野下的产业新机遇。 在这场思想交锋的盛宴中，思维财经&投资者网聚焦科技赋能与全球视野，通过"链合产业·盟定未来"等特色环节，重点呈现科技智造、新能源、出海企业 三大战略联盟 ...

范黎波教授深度解析：跨国经营战略专家与学术领航者 一、范黎波教授简介：学术权威与实战经验的融合体 范黎波教授，1964年生于山东招远，现任对外经济贸易大学国际商学院二级教授、博士生导师，兼任跨国公司研究中心主任。作为国务院政府特殊津贴专 家，他拥有中南大学法学学士与哲学硕士学位，2004年获对外经济贸易大学经济学博士学位，形成"法学-哲学-经济学"的跨学科知识体系。其职业生涯横跨 学术界与企业界：1989年起任教于对外经济贸易大学，历任管理学系主任、副院长、公共管理学院院长等职；2003-2004年担任海尔商学院执行副院长，主 导企业战略转型；2024年入选对外经济贸易大学"惠园杰出学者"，成为该校战略管理领域的标杆人物。 范教授的学术影响力辐射全球，担任中国世界贸易组织研究院研究员、美国俄亥俄州立大学菲舍尔商学院访问学者，并与澳大利亚麦考瑞大学、德国科隆大 学等建立长期合作。他主持完成1项国家自然科学基金、2项国家社会科学基金及10余项省部级课题，在《经济研究》《管理世界》等期刊发表论文180余 篇，出版《跨国经营理论与战略》《企业理论和公司治理》等12部专著，其中《新国际分工体系下中国制造的地位与战略选择 ...

Core Insights - The World Trade Organization (WTO) released the "2025 Global Value Chain Development Report," highlighting the resilience and ongoing restructuring of global value chains despite geopolitical tensions, financial uncertainties, and climate pressures [1] - WTO Director-General Iweala stated that globalization is not over, with global value chain trade accounting for 46.3% in 2023 [1] - The report indicates that value chains are being restructured through regional adjustments, digitalization and automation, industrial policies, and green investments, although rising trade costs and financing shortages continue to challenge marginal economies [1] Group 1 - The report emphasizes the resilience of global value chains amid various challenges [1] - Global value chain trade represented 46.3% of total trade in 2023, indicating ongoing globalization [1] - Key restructuring factors include regional layout adjustments, digitalization, industrial policies, and green investments [1] Group 2 - Rising trade costs and financing shortages are significant challenges for marginal economies [1]

Group 1 - The China International Import Expo (CIIE) achieved a record high intended transaction amount of $83.49 billion, a 4.4% increase from the previous year, with a total of 922,000 attendees, marking an 8.2% year-on-year growth [1][3] - A total of 461 representative new products, technologies, and services were launched at the expo, including 201 global debuts, 65 Asian debuts, and 195 Chinese debuts, highlighting the event's role as a platform for innovation [1][7] - The expo featured participation from 4,108 companies across 138 countries and regions, with 290 Fortune 500 and industry-leading companies, showcasing China's market attractiveness [7] Group 2 - The CIIE serves as a bridge connecting the Chinese economy with the global economy, promoting trade, investment, and consumption through various themed activities [4][6] - The "Shared Market · Export China" initiative was launched during the expo to enhance cooperation and promote Chinese products and services globally [4][9] - The event included the Hongqiao International Economic Forum, which attracted over 10,000 participants and featured discussions on open cooperation and shared future opportunities [5] Group 3 - The expo's effective matchmaking mechanisms facilitated over 300 cooperation intentions and nearly 600 signing activities, contributing to tangible transaction growth [9] - The upcoming "CIIE Quality Products Trading Fair" scheduled for December aims to maintain the momentum of the expo and further promote imports and consumption [9] - AstraZeneca announced an additional investment of $136 million in China to expand its production capacity, reflecting the commitment of global companies to the Chinese market [10]

Core Insights - The report titled "Open Cooperation Development Report (2025): Global Value Chain Restructuring and 'Belt and Road' Open Cooperation" was released, aiming to analyze the achievements of the Belt and Road Initiative over the past decade and provide strategies for high-quality development [1] Group 1: Achievements of the Belt and Road Initiative - A long-term mechanism for policy communication has been established, making the Belt and Road Initiative an important framework for cooperation among participating countries [2] - The level of connectivity has improved, with a comprehensive infrastructure network enhancing trade facilitation and the efficient flow of production factors in the global value chain [2] - Trade scale between China and participating countries has steadily increased, supported by regional trade agreements like RCEP, which injects momentum into inclusive growth in the Asia-Pacific region [2] Group 2: Financial and Cultural Cooperation - Financial channels have expanded, with Hong Kong playing a pivotal role as an international financial center, and the use of the Renminbi in Belt and Road trade and investment is diversifying [2] - Cultural exchanges, educational cooperation, and public health collaborations have strengthened social foundations for Belt and Road cooperation [2] Group 3: Recommendations for Deepening Cooperation - Suggestions include enhancing "soft and hard connectivity," expanding infrastructure coverage, and accelerating the process of aligning rules and standards with regional mechanisms [3] - Emphasis on upgrading the value chain by leveraging the digital economy and promoting inclusive value chain systems to help small and medium-sized economies integrate better into the global value chain [3] - The report advocates for precise regional cooperation strategies [3]

Core Viewpoint - The article emphasizes the increasing importance of regional cooperation, particularly between China and ASEAN, in response to changes in global trade influenced by tariffs. It highlights the significance of the 2025 Standard Chartered China Enterprises Summit, which focuses on the theme "Harnessing ASEAN for Mutual Success" and discusses the impact of advanced technologies on the global value chain and the new economic paradigm [1]. Group 1: Technology and Investment - Artificial intelligence (AI) technology significantly enhances efficiency and reduces costs, leading to profound changes in the financial industry. Over the past decade, global supply chain models have evolved, with China increasing its foreign investments in manufacturing centers worldwide. Standard Chartered provides comprehensive support for companies venturing abroad, including cross-border payments, risk management, and business expansion, particularly in ASEAN and India [2]. - The integration of finance, AI, big data, and the automotive industry is highlighted as interdependent, progressing together [4]. - The ultimate form of internationalization is localization, as demonstrated by Alibaba Cloud's partnerships with over 120 overseas universities, which focus on building joint skill centers to serve students and local clients, thereby empowering local talent development [6]. Group 2: Automotive Industry Developments - The automotive sector in China has undergone significant upgrades over the past decade, with the penetration rate of mid-to-high-end technologies reaching 80%. The strategy for international expansion involves assisting overseas automotive companies in establishing foundational Advanced Driver Assistance Systems (ADAS) capabilities, with a gradual five-year plan to transition to Advanced Driver AD (autonomous driving) [8]. Group 3: AI and Cultural Considerations - The concept of "AI in a day, human in a year" reflects the importance of training models that not only possess high IQ but also consider cultural backgrounds and diversity. This balance is deemed crucial for the development of intelligent systems [10].

Group 1: Cross-Border E-commerce Growth - China's cross-border e-commerce is expected to maintain rapid growth over the next five years, with an import and export scale projected to reach 2.71 trillion yuan in 2024, a year-on-year increase of 14% [4] - The number of cross-border e-commerce entities in China has exceeded 120,000, with traditional foreign trade enterprises accelerating their transformation into cross-border e-commerce [3][4] - The strong supply chain control, new marketing methods, and flexible business models have enabled numerous small and micro enterprises to enter the international market [3] Group 2: Trade Dynamics and Market Diversification - Despite a decline in trade with the U.S., trade with ASEAN, Africa, and other regions has shown strong growth, indicating a shift in China's foreign trade landscape towards market diversification [6][7] - The trade volume with countries involved in the Belt and Road Initiative accounted for over 50% of China's total foreign trade, highlighting the increasing importance of emerging markets [9] - The trend of diversifying export markets is irreversible, as Chinese exporters seek to reduce reliance on the U.S. market [7][8] Group 3: Private Enterprises and High-End Manufacturing - Private enterprises are increasingly prominent in China's foreign trade, with 547,000 private firms contributing nearly 60% of the total import and export value [10] - The export of high-end manufacturing equipment has grown significantly, with industrial robot exports increasing by 61.5% and other sectors like lithium batteries and wind turbines also showing strong growth [11][12] - The shift from simple product sales to providing comprehensive solutions in high-end manufacturing is enhancing China's competitiveness in international markets [12]

Group 1 - TikTok Shop is experiencing rapid global expansion, transitioning from high-speed growth to high-quality growth, with core markets like the US, Indonesia, and Thailand entering a mature phase [1][9] - The platform has successfully launched in new markets such as Mexico and Brazil, with several new countries achieving monthly GMV exceeding one million USD [1][27] - TikTok's advertising reach has grown significantly, ranking third globally with 1.84 billion users, leveraging its content recommendation mechanism and high user engagement [1][50] Group 2 - The influencer ecosystem in the US is dominated by creator collaboration accounts, while Southeast Asia, particularly Indonesia and Thailand, shows strong performance [2][21] - The global advertising ecosystem is evolving, with AI-driven efficiency improvements and a concentration of top-performing agencies in key markets [2][21] - TikTok Shop's ecosystem is continuously evolving, providing structural opportunities for brands and merchants amid stability and efficiency [2][21] Group 3 - TikTok Shop's key events in the first half of 2025 include the restoration of services in the US, the launch in Mexico, and the initiation of cross-border operations in the UK [27] - The platform's GMV in the US has doubled year-on-year, with small businesses contributing significantly to monthly sales [30][31] - TikTok Shop is expanding into Japan, marking a critical step in its global expansion strategy [31] Group 4 - The global e-commerce market is projected to reach $6.86 trillion by 2025, with social platforms becoming significant entry points for new growth [35][40] - Mobile e-commerce is expected to reach $2.51 trillion by 2025, reflecting a growing trend towards online shopping through mobile devices [38][39] - TikTok's user growth is shifting towards emerging markets, particularly in Southeast Asia and Latin America, indicating a new phase of global expansion [53][58]

Group 1 - In the first half of the year, Shandong Province imported electromechanical products worth 112.26 billion yuan, a year-on-year increase of 14.6% [1] - The growth in imports is driven by the recovery of the domestic economy and the expansion of domestic demand, with key industries like equipment manufacturing experiencing rapid growth [1] - The engine manufacturing sector in Shandong is utilizing both domestic and imported components, with approximately 20% of parts being imported [1] Group 2 - The overall operation of the national economy remains stable, with high-quality development continuing, and imports of electronic components, auto parts, and other products showing strong resilience [2] - Qingdao Customs is providing support to enterprises through tax policies and facilitating smooth customs clearance for imports and exports [2]