全球化保护主义

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马社:不出海就出局”成时髦口号,但盲目出海恐陷入“一出海就出局”的困境
Feng Huang Wang Cai Jing· 2025-06-29 07:17
Core Viewpoint - The "2025 China Enterprises Going Global Summit" aims to provide a high-end platform for Chinese companies to address challenges and explore win-win transformation paths in the context of global industrial chain restructuring [1] Group 1: Challenges Faced by Chinese Enterprises Going Global - Domestic industry competition is intensifying, leading many companies to consider overseas investment as a necessity, encapsulated in the phrase "not going global means going out" [3] - Many enterprises lack sufficient knowledge about target countries, investment methods, and associated risks, which can lead to disastrous outcomes if they venture abroad unprepared [3][4] - The limited and fragmented information sources available to companies often mislead them, as they rely on informal networks for insights about foreign markets [4] Group 2: New and Traditional Risks - The current geopolitical landscape presents significant risks, including political risks from globalization protectionism and unilateralism, which disrupt international trade rules and structures [4][5] - Geopolitical conflicts, such as the Russia-Ukraine war and Middle East tensions, pose additional risks that could severely impact global economic activities [5] - The shift towards digital and green economies has led to increased trade protectionism, particularly against Chinese electric vehicles, complicating the investment landscape for Chinese firms [5] Group 3: Recommendations for Risk Management - Companies should maintain confidence in their internationalization efforts, as historical data shows that China's overseas investment has exceeded $2.9 trillion, with over $3 trillion in signed engineering contracts [6] - It is crucial for enterprises to enhance their international operational capabilities and risk management strategies, including thorough market research and compliance management [6] - Accelerating digital transformation is essential for building intelligent risk control systems, allowing companies to better manage uncertainties in overseas investments [6] - Comprehensive support services for Chinese enterprises, especially small and medium-sized ones, are urgently needed to facilitate healthy and orderly foreign investment [6]
马社:部分西方国家用ESG实施贸易保护主义,对电动汽车设置限制就是典型例证
Feng Huang Wang Cai Jing· 2025-06-29 07:17
Group 1 - The "2025 China Enterprises Going Global Summit" was held in Shenzhen, focusing on providing a high-end platform for Chinese companies to address challenges in international expansion amidst global industrial chain restructuring [1] - The summit aimed to facilitate resource connections, rule dialogues, and intellectual exchanges to explore paths for ecological win-win transformations [1] Group 2 - Ma She, former Deputy Director of the European Department of the Ministry of Commerce, highlighted the historical breakthroughs in Chinese enterprises' foreign investments over the past 40 years, which were once welcomed globally [3] - He pointed out that the current global landscape is marked by significant risks and challenges due to political and economic restructuring, including globalization protectionism and unilateralism impacting international trade rules [3] - Ma identified three major risk areas: the rise of political protectionism and unilateral sanctions against China, the increased risk of wars due to geopolitical conflicts, and the shift towards digital and green economies leading to trade investment protectionism under the guise of environmental concerns [3] - He cited ESG as an example of how some countries use development concepts to restrict Chinese enterprises, specifically mentioning unilateral restrictions on Chinese electric vehicles by the US and EU [3]