Workflow
本土化
icon
Search documents
易点天下兰向辉:出海企业要抱团,共同寻找、解决本地用户需求
Bei Ke Cai Jing· 2025-07-11 13:26
他认为,面对出海过程中不确定因素,出海企业需要抱团,不仅需要彼此之间抱团,也要与中国本地企 业抱团,共同寻找、解决本地用户的真正需求,"只有这样,企业才能长期生存,实现盈利可能,并在 当地获得新的生命力。一家企业没有那么多能力、时间和人才做到一条产业链才能做到的事情。" 当前,中国企业走向南美、中东等新兴市场。对此,兰向辉表示看好企业深耕某一区域市场的做 法。"当企业深耕某一个市场,并且能做到产品可以解决当地用户实际需求时,它的产品就会生长出浓 厚生命力。即使遭遇贸易战等因素影响,当地用户仍愿意为你的产品买单。" 新京报贝壳财经讯(记者韦英姿)7月10日,在2025贝壳财经年会"中国企业出海:开放世界,共生共 融"闭门沙龙上,易点天下联合创始人兰向辉表示,今年中美关税政策波动对游戏、短剧等服务贸易企 业影响较小,恰好是这些品牌、产品、公司在海外获得增长的有利时机。同时,全球地缘环境快速变化 也推动了更多业已出海的企业,积极地向非美区的广阔市场拓展新的发展空间。 据兰向辉观察,在全球化过程中,中国企业越来越愿意倾听本地需求,并以当地市场数据反馈作为科学 决策的依据。并且,除传统外贸企业,电商、游戏等互联网公司外 ...
瑞幸大股东真买下星巴克中国股权会怎样?
Xin Lang Cai Jing· 2025-07-11 11:53
智通财经记者 | 李烨 智通财经编辑 | 牙韩翔 星巴克中国自考虑出售后,不断有关于潜在买家的市场消息传出。最新被传参与其竞购的是大钲资本,这也成为所有疑似的潜在买家里,戏剧性最高的一 位。 7月11日,据21世纪经济报道,多家媒体援引知情人士消息称,星巴克已收到数份针对其中国业务的收购提议,大多数投资者均瞄准控股权;星巴克被指可 能保留30%的股权,其余股权将由多家买家分摊,每家持有不到30%的股权。这意味着星巴克大概率想要保持中国业务的主导权。 除了此前传出的高瓴资本、国际知名私募基金凯雷、KKR外,瑞幸咖啡的最大股东大钲资本也被指加入了竞购队伍,成为30多名竞购者之一。 外界最关心的问题是,该市场传闻真实发生的可能性有多大,而如果大钲资本真的购买了部分星巴克中国的股权,那么星巴克以及未来中国咖啡市场可能会 发生什么变化? 7月11日,智通财经就竞购传闻向星巴克中国与大钲资本发出问询,截至发稿,双方均未有回应。 星巴克和瑞幸咖啡是中国咖啡市场的两大核心玩家。 2022年1月,大钲资本牵头的买方团完成了对瑞幸部分老股的收购,共计持有瑞幸32%股权,以及超50%投票权,为瑞幸最大股东。大钲资本的董事长兼首 席 ...
比lululemon还贵的Alo Yoga,马上要来收割中国中产
36氪· 2025-07-11 07:35
源Sight . 源Sight,关注互联网前沿生态和新兴商业。 瑜伽江湖再掀波澜。 文 | 安然 来源| 源Sight(ID: gh_95838c8306c1) 封面来源 | pexels 以下文章来源于源Sight ,作者源Sight 在瑜伽服领域,四大门派正在围攻光明顶。 据GymSquare消息,英国瑜伽服品牌Sweaty Betty中国区业务已被中国代运营公司宝尊电商收购。 据悉,这一收购目前还在早期阶段,相关人员安排尚未明朗,但从内部架构来看,负责Sweaty Betty品牌运营的,或为宝尊品牌管理(BBM)团队。这意 味着,Sweaty Betty中国将与GAP和Hunter共用运营团队。 另一备受瞩目的美国瑜伽品牌Alo Yoga也有新动作。 7月初,Alo的亚洲首家旗舰店——韩国首尔岛山公园旗舰店正式营业。这也是Alo在泰国、马来西亚、印尼、新加坡外,于亚洲布局的第五个国家。结合 去年年底的上海选址传闻,有业内人士指出,Alo进军中国市场只差临门一脚。 在中国市场上,更早入局的美国品牌Vuori正在加速扩店,预计"中国将会是我们销售和店铺数量上最大的市场";国产品牌中,背靠安踏集团的MAIA ...
“每个人都有机会实现自己的梦想”
人民网-国际频道 原创稿· 2025-07-11 03:20
人民网迪拜7月10日电 (记者管克江、任皓宇)沙特北部小镇图赖夫,由中石化南京工程公司承建的沙特矿 业公司WAS项目现场,大型机械正有条不紊地运转。沙特籍工程师穆德海希尔仔细协调着机具材料的运输工作。 开工9个月以来,装置主体已初具规模,未来将显著提升当地的磷酸盐生产能力。 "从未想过能在家乡参与这样的大工程!"作为项目采购组入职最早、工龄最长的沙特员工,穆德海希尔的语 气里带着兴奋。这不仅是一个工程项目,更是他个人成长与家乡发展紧密相连的见证。 在美国完成国际贸易学业并短暂工作后,穆德海希尔渴望参与能带动家乡发展的实际项目。2018年8月,穆德 海希尔如愿加入中石化南京工程中东公司。凭借认真负责的态度和工作效率,他逐渐承担起项目材料采买的重 任。"材料价格波动大,采购人员得有颗'大心脏'。"他和采购负责人范银炼结成"师徒",共同优化采购方案:变分 散采购为集中采购。穆德海希尔每次都会提前广泛询价,筛选本地实力强、信誉好的供应商。这种"团购"模式有 效应对了项目点多面广、物流不便的挑战,节约了时间和资金。 穆德海希尔(右)与中方员工在核对材料清单。中石化南京工程公司供图 (李舒对本文亦有贡献) 沙特矿业公司W ...
GPS,集体失速!
第一财经· 2025-07-10 15:35
Core Viewpoint - The article discusses the challenges faced by major medical device companies, specifically Philips, GE Healthcare, and Siemens Healthineers (collectively referred to as GPS), in the Chinese market and globally due to trade wars and increasing competition. The companies are focusing on localization and adapting their strategies to navigate these challenges effectively [1][3][5]. Group 1: Market Challenges - In 2024, Philips experienced a double-digit revenue decline in the Chinese market, a trend mirrored by GE Healthcare and Siemens Healthineers [1][5]. - The trade war has significantly impacted GPS, with GE Healthcare estimating a loss of approximately $380 million due to tariffs by 2025, while Philips anticipates losses between €250 million to €300 million [4][5]. - The overall market environment is characterized by intensified competition, price pressures, and the need for strategic adaptation in response to new tariffs [5][14]. Group 2: Localization Efforts - Philips has achieved over 95% of its products being manufactured locally in China, positioning the country as a key supply chain and manufacturing hub [7][8]. - GE Healthcare emphasizes the importance of localizing every component, not just the equipment, to enhance supply chain resilience and quality [9][10]. - Both companies recognize the necessity of building local ecosystems and training talent to support their localization strategies [10][11]. Group 3: Competitive Landscape - Local Chinese companies like United Imaging, Neusoft, and Mindray are emerging as strong competitors, moving beyond imitation to innovation and price competition [14]. - The growing demand for healthcare solutions in China, driven by an aging population and increasing chronic diseases, presents ongoing market opportunities for GPS [14][15]. - The companies are adapting their strategies to focus on specific market segments rather than attempting to cover all areas, indicating a more targeted approach to competition [15].
全球贸易版图重构,GPS失灵了吗? | 海斌访谈
Di Yi Cai Jing· 2025-07-10 13:20
"我回来以后,飞利浦卷起来了。公司在过去一年迎难而上,是打不死的小强的状态。" "我们都做好了准备,要打硬仗。"飞利浦大中华区总裁刘令近期对第一财经记者说。 2024年7月,刘令升任大中华区总裁之时,恰逢飞利浦在中国失速之际。这一年飞利浦在中国市场的收入出 现两位数下滑。GE医疗、西门子医疗在中国市场的境况相似。 GE医疗、飞利浦和西门子医疗(下称GPS)三家企业在中国市场集体失速。同时,他们在全球市场受到关 税战冲击,分别损失数亿美元。在全球、在中国,GPS都需要一张新的航海图。 "挑战会持续" GPS在全球医疗器械市场举足轻重,意味着逃不开贸易战的波及。 西门子医疗的总部在德国,飞利浦的总部在荷兰,GE医疗的总部在美国。美国是全球第一大医疗健康市 场,也是GPS最大单一市场。这些企业根据不同市场份量,配以不同比例的员工以及研发力量,比如西门 医疗在美国员工数量远比中国员工数量更多。 GPS在美国和欧洲都有生产制造基地,但跨大西洋的零部件和整机进出口依然频繁。这使得GPS成为关税战 的主要受影响方。 西门子医疗的第二季度财报电话会上,该公司管理层预计,美国对欧洲出口商品加征的关税可能给其全年 带来2亿至3亿 ...
中国企业加速出海步伐,尼尔森IQ研讨会揭示欧洲及亚太市场新机遇
Jin Tou Wang· 2025-07-10 08:29
Group 1: Event Overview - The "Breaking Waves: Eurasia - Consumer and Market Insights Seminar" hosted by NielsenIQ (NIQ) focused on market trends in Europe and the Asia-Pacific region, discussing consumer behavior insights, market entry strategies, and brand internationalization strategies to aid companies in overseas expansion [1] - The seminar attracted nearly 100 senior executives from Chinese enterprises and included representatives from the Ministry of Commerce, the China Chamber of Commerce for Import and Export of Foodstuffs, and the Investment Promotion Service Center of Chaoyang District, Beijing [1] Group 2: Market Insights - NIQ's data indicated a 2.9% growth in global fast-moving consumer goods (FMCG) sales as of March 2025, with Europe accounting for 36% and Asia-Pacific for 17% of the global market [2] - The European market is characterized by increased price sensitivity among consumers and a growing demand for sustainable and health-oriented products, with significant growth potential in Eastern Europe and expansion opportunities in Western Europe [2][3] Group 3: Brand Strategies - Chinese brands are gaining a foothold in the technology and durable goods sectors by offering competitively priced and high-performance products, particularly in smart home ecosystems [3] - NIQ emphasized the need for brands to adapt to local cultures and innovate to capture consumer mindshare when entering international markets, particularly targeting the X generation through omnichannel marketing and personalized experiences [4] Group 4: Internationalization of Chinese Brands - Successful case studies of Chinese brands include Huaxizi, which achieved premium positioning through cultural elements, and Bawang Tea, which met European consumer needs through functional innovation [5] - NIQ highlighted the importance of transitioning from product advantages to model advantages for Chinese brands, focusing on supply chain optimization and localized operations for rapid market expansion [5] Group 5: Future Trends and Opportunities - NIQ's latest market monitoring data revealed that emerging consumer trends and digital transformation are driving the global FMCG market's expansion, with cross-border e-commerce channels growing at an annual rate of 28% [6] - NIQ aims to support Chinese brands in accurately understanding different market dynamics and building global competitiveness, facilitating the transition from "Made in China" to "Global Brand" [6]
“风雨飘摇”星巴克
3 6 Ke· 2025-07-10 04:05
推动美国快餐"顶流"Chipotle从低谷到8倍股价增长的"救火队长",也没能救得了星巴克。 Tims咖啡花了五年时间在71城开出1000家店,用贝果早餐填饱中国消费者的"早餐胃";乐高大建主题乐 园,在上海造出一个积木乌托邦;耐克融入传统文化元素,深耕本土赛事IP深化与国内消费者的情感联 结…… 中国14亿人口基数下,超4亿中等收入群体构成全球最具增长潜力的消费力量。另有数据显示,2024年 在华外资企业平均利润率达9%,显著高于5.2%的全球平均水平。 中国市场对外资品牌的吸引力不言而喻。 在众多消费品牌加速布局国内市场以抢占增长红利的背景下,星巴克选择"卖身"的动作显得格外突兀。 近日有消息称,星巴克正考虑出售中国业务,包括高瓴资本、凯雷投资、信宸资本在内的10多家机构参 与了反向管理层路演环节。目前,星巴克中国业务的估值约为50亿~60亿美元(约合358亿~430亿 元),预计交易将持续到2026年,高盛担任独家财务顾问。 随后,星巴克相关负责人对此表示,公司坚信中国市场蕴藏的巨大增长机遇,正在评估把握未来增长机 遇的最佳方式,将继续专注于实现中国业务的重振增长,保持积极正向的发展趋势。言下之意,中国 ...
白兰地入华百余年,国产酒企开始讲自己的故事
Xin Lang Cai Jing· 2025-07-10 03:39
文 | 酒讯 半颗 编辑 | 方圆 7月4日,商务部宣布对原产于欧盟的白兰地征收反倾销税,税率 34.9%。这意味着长期占据中国高端酒 柜的白兰地品牌将面临进口成本上升、渠道利润收缩的现实考验。 与洋品牌扩张同频的,是本土白兰地的摸索与破局。早在 1914 年,张裕就在烟台蒸馏出中国第一款白 兰地,并用"可雅"之名参加 1915 年太平洋万国博览会,斩获金奖。随后,宣化双斧头牌、昆仑英雄 牌、上海双兔牌等品牌相继亮相,虽然后来这些厂商大多因市场环境、技术迭代等而淡出舞台,但"用 中国果品酿洋酒"的思路却延续至今。 片来源:商务部官网截图 事实上,自19世纪下半叶经通商口岸登陆以来,白兰地已在华走过百余年。进口品牌以轩尼诗、马爹利 和人头马这"三大洋"为主;在国产阵营中,张裕、长城、王朝和威龙也在百年间逐渐有了镜头;随着白 兰地饮用需求的增加,新疆领亿来、汉诺佳池等新锐品牌也开始活跃在主流市场。 白兰地入华百余年来,白兰地产在国内区分布初步形成,东部以烟台为核心,西北则由新疆博乐、宁夏 贺兰山东麓等地领衔,规模迅速扩张。 洋酒成本高企、国产标准升级、文化叙事加持,白兰地这款舶来品正逐渐向本土化与产区化演进。国产 ...
快讯 | 大众(中国)董事长兼首席执行官贝瑞德任期延至2028年
Core Viewpoint - The renewal of Berndt's contract for three more years indicates Volkswagen Group's commitment to its strategic restructuring in China and emphasizes support for localized development in the Chinese market [1][4]. Group 1: Leadership and Management - Berndt has been with Volkswagen Group since 1993 and has held various management positions, including CEO of Volkswagen brand and Group representative [1]. - Since August 1, 2022, Berndt has served as Chairman and CEO of Volkswagen Group (China), overseeing all operations and brands within the region [1]. Group 2: Strategic Developments - The restructuring of management in China aims to grant greater autonomy to the region, reinforcing Volkswagen's leadership in the dynamic Chinese automotive market [1]. - The new management structure, led by Berndt, focuses on integrating brand technologies and accelerating innovation tailored for the Chinese market [1]. Group 3: Product and Technology Innovations - At the Shanghai Auto Show, Volkswagen unveiled three concept models specifically designed for Chinese customers, showcasing a new design language and innovative technology [3]. - The launch of an advanced driver assistance system, developed by CARIAD and CARIZON, highlights Volkswagen's technological capabilities in the competitive Chinese market [3]. Group 4: Sales Performance and Future Plans - In the first half of 2025, Volkswagen Group delivered 1.31 million vehicles in China, with a notable monthly delivery of 247,000 units in June, reflecting a 9% year-on-year increase [4]. - Starting from the second half of 2025, the group plans to deliver a new generation of smart connected vehicles, including over 20 new models by 2026 and approximately 50 models by 2030, with a focus on electric vehicles [4].