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36氪East Forward 2025出海全球化创新系列名册|重磅发布
36氪· 2025-07-22 10:21
Core Viewpoint - Chinese enterprises are actively engaging in the long-term proposition of becoming "global enterprises," with significant growth in overseas market contributions and a shift towards innovation and localization in their global strategies [2][3]. Group 1: Market Expansion and Revenue Contribution - The market scale for Chinese enterprises going global is expanding, with a record export value of 13 trillion RMB in the first half of 2025, a year-on-year increase of 7.2% [2]. - In Q1 2025, China's total foreign direct investment reached 40.9 billion USD, up 6.2% year-on-year [2]. - A-share companies' overseas revenue is projected to exceed 10 trillion RMB in 2024, marking a 2.8-fold increase over the past decade, with overseas revenue accounting for 14.28% of total revenue, a rise of 4.65 percentage points compared to ten years ago [2]. Group 2: Globalization Trends and Strategies - The current phase of globalization for Chinese enterprises emphasizes not just "going out," but also the ability to "stay" and "integrate" into foreign markets [3]. - The transition from "goods going out" to "value going out" is driven by systematic evolution in technology, organization, and market strategy, focusing on product innovation and localization [3][4]. - A notable trend is the shift from "manufacturing" to "intelligent manufacturing," with many enterprises concentrating on key technology sectors such as smart manufacturing and AI [3]. Group 3: Localization and Organizational Changes - Many technology-driven enterprises are establishing R&D centers overseas from the outset, adopting a "native globalization" approach rather than the traditional "local first, then global" model [4]. - Over two-thirds of selected enterprises have set up local operational teams and decision-making centers abroad, enhancing local market responsiveness [4]. - The concept of localization has evolved from mere channel development to a comprehensive approach that includes organizational adaptation and local management integration [4]. Group 4: Sustainable Global Layout and Innovation - Content-driven enterprises are moving away from "traffic export" models to focus on building sustainable local content ecosystems, with some establishing "content outposts" for local narrative participation [5]. - The globalization of Chinese enterprises is now characterized by a need to reconstruct capabilities, driven by product, investment, and value outputs [5]. Group 5: Leadership and Governance - "Leading figures" in the globalization process are those who optimize organizational, governance, and product structures to build globally capable enterprises [7]. - These enterprises are increasingly establishing comprehensive overseas management systems that encompass strategic planning, brand building, and ESG responsibilities [7]. Group 6: Innovation and Market Responsiveness - Innovative figures focus on "opportunity structures," seeking unmet user needs and distribution gaps in global markets, emphasizing speed and product adaptability [27]. - Successful practices involve designing products for global users from the start, with flat organizational structures and market-aligned decision-making [27]. Group 7: Emerging Enterprises and Industry Concentration - The characteristics of outbound enterprises are becoming industry-specific, with technology-driven companies playing crucial roles in global applications of AI, robotics, and software services [56]. - Consumer brands leverage China's supply chain advantages to create closed loops of "front-end branding + back-end manufacturing" in overseas markets [56]. - Cultural and content enterprises are deeply engaging in local narrative construction, moving beyond simple content export strategies [56].