Core Insights - The article discusses the profound transformation of the global manufacturing landscape due to the restructuring of international trade rules, emphasizing the importance of adapting to the reconfiguration of global value chains and industrial division of labor [1][4]. Company Overview - Ande Intelligent Supply Chain Technology Co., Ltd. (referred to as "Ande Intelligent") has been deeply engaged in the smart supply chain sector for 25 years, developing a scalable integrated supply chain logistics solution model [3]. - The company has created a unique "1+3" supply chain logistics model, combining end-to-end logistics capabilities with three core solution pillars: production logistics, centralized inventory management, and last-mile delivery [3]. Market Position - According to Zhaoshang Consulting, Ande Intelligent is the largest provider of integrated supply chain logistics solutions in China's home appliance industry based on projected revenue for 2024, and it ranks first among comprehensive integrated supply chain logistics solution providers in terms of revenue from production logistics solutions [3]. Financial Performance - Ande Intelligent recorded revenues of RMB 14.2 billion, RMB 16.2 billion, and RMB 18.7 billion for the years 2022, 2023, and 2024 respectively, achieving a compound annual growth rate (CAGR) of 14.8% [3]. - In the first half of 2025, the company achieved revenue of RMB 10.9 billion, representing a year-on-year increase of 20.2% [3]. - In June of this year, Ande Intelligent completed a financing round of RMB 1.9 billion, with investments from companies such as Hisense Electronics and Tianjin Shunhe [3]. Industry Context - The article highlights that as economic globalization deepens, the migration of manufacturing presents opportunities to break traditional market boundaries and innovate, with effective supply chain solutions being crucial for enhancing multinational management and local operations [4]. - Ande Intelligent's recognition as one of the "Top 50 Logistics Companies in China" and a "5A Logistics Company" underscores its role in supporting Chinese enterprises in their global expansion efforts [4].

Core Viewpoint - The restructuring of international economic and trade rules is significantly impacting the global manufacturing landscape, necessitating China's manufacturing sector to adapt and enhance its global presence and quality of international operations [1] Group 1: Global Investment Trends - Since 2015, Chinese enterprises have accelerated their overseas expansion, with foreign direct investment (FDI) flow reaching $177.29 billion in 2023, accounting for 11.4% of global FDI, maintaining a position among the top three globally for 12 consecutive years [1][2] - In 2023, the proportion of China's FDI flow to GDP, manufacturing value added, and manufacturing exports were 1%, 3.8%, and 6.1% respectively, all below the world average, indicating significant room for growth in global manufacturing layout [1] Group 2: Competitive Advantages - China's manufacturing globalization is supported by its strong industrial chain and supply chain advantages, with the country being the second-largest economy and possessing a complete industrial system across all categories recognized by the United Nations [2] - Over 40% of 500 major industrial products produced in China rank first globally, showcasing the country's robust industrial competitiveness [2] Group 3: Strategic Opportunities - The deepening of economic globalization presents strategic opportunities for Chinese manufacturing to break traditional market boundaries and innovate, enhancing resilience by optimizing costs related to labor, tariffs, and shipping [3] - Collaboration with other developing countries can extend local supply chains and foster mutual benefits, while expanding the scope of resource integration can stimulate innovation [3] Group 4: Recommendations for Global Expansion - To support manufacturing enterprises in global operations, it is essential to strengthen the foundation for "going out" by leveraging China's market size, complete industrial system, and talent resources, while aligning with international trade rules [4] - Enhancing comprehensive competitiveness requires a focus on technology, market awareness, and local integration, ensuring that enterprises can effectively respond to local market demands [5] - The integration of advanced manufacturing with modern services is crucial for improving international competitiveness, necessitating a shift towards service-oriented manufacturing [5][6] Group 5: Collaborative Ecosystem - Building a global cooperation network involves differentiated layouts based on regional resource endowments and enhancing regional economic collaboration to optimize production factors across borders [6] - Promoting a collaborative development ecosystem through partnerships with various countries can stabilize global supply chains and enhance cooperation in industrial development [6]