渣打银行企业及投资银行业务联席全球主管兼东盟及南亚区行政总裁 高恕年 渣打银行（中国）有限公司企业及投资银行业务总经理 施旅 "金融、阿里云，汽车行业，以及AI大数据，其实彼此是相互依存，一起进步。" 阿里巴巴集团副总裁，阿里云智能国际业务总裁 袁千 当全球贸易被关税带来的变化所影响，区域合作的重要性愈发凸显。同为全球重要经济体，中国 与东盟在制造产业、服务贸易、金融与科技等领域的联结愈发紧密。2025渣打中国企业峰会 以"聚势东盟·驭变共赢"为主题，知名企业的高层和渣打专家借机围坐而谈，以多元视角解析前沿 技术对全球价值链的重构力量，定义全球经济新范式。 "人工智能技术能极大地提高效率、降低成本，也给金融行业带来了深刻的改变。过去十 年，全球产业链模式已经改变，中国正在加大对外投资，投资于全球各地的制造中心。在企 业出海过程中，渣打可以提供全方位的支持，无论是跨境支付、风险管理，还是业务拓展等 等，以此助力企业打入东盟、印度等市场。" "国际化的终极形态就是本土化。今年，阿里云已与1 2 0多所海外高校建立合作。这不仅体 现在共建联合技能中心上——这些中心不仅服务于学生，还为当地客户和合作伙伴提供培训 课程 ...

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]

Group 1 - The core viewpoint is that the Chinese private equity market is experiencing significant growth and attracting international capital despite global economic adjustments [1][2][8] - International capital is increasingly recognizing the long-term value of Chinese assets, shifting from short-term opportunities to long-term strategic investments [4][6] - The influx of foreign capital is driven by China's strong performance in innovation, particularly in sectors like biomedicine and artificial intelligence, which are now seen as global innovation hubs [3][5] Group 2 - The number of newly established funds in China's private equity market has rapidly increased since 2025, with active participation from local guiding funds and mother funds [2] - Foreign investors are showing renewed interest in China, with high-level executives frequently visiting to understand market dynamics and potential [2][3] - The Chinese government's supportive policies, including improved business environments and reduced entry barriers for foreign investments, are crucial for attracting international capital [5] Group 3 - The concept of "quality-price ratio" has become a key term among foreign investors, highlighting the competitive advantages of Chinese assets in terms of innovation quality and pricing [3] - The collaboration between foreign and Chinese companies is expected to enhance China's technological innovation and competitiveness on a global scale [6][8] - Challenges remain, such as the need for a more mature merger and acquisition market and addressing regional restrictions on foreign investments [7]