回顾上半年，压力与机会交织，让企业出海的故事比以往更复杂，也更值得关注。 一边是全球经济放缓、地缘政治和关税政策的过山车，给企业海外布局带来变量和压力；另一边，出口仍是经济增长的重要动力之一，新兴市场需求增 长、能源与科技出海、跨境投融资推进，为企业开拓海外增量提供了机会。 在这样的背景下，2025上半年，中国企业的全球化动作呈现出几个趋势： 以宏观数据、市场热点为线索，本文汇总盘点了这半年来中国企业出海的风景与波澜。 宏观数据 出口同比增长，结构动态调整 整体来看，上半年货物贸易出口同比仍保持正增长。据海关统计，今年上半年，我国货物贸易进出口21.79万亿元，同比增长2.9%，增速较前5个月加快 0.4个百分点。其中，出口规模历史同期首破13万亿元，同比实现7.2%的较快增长。 出口结构更加多元，新兴市场贡献增量。上半年我国对190多个国家和地区进出口实现增长，贸易规模超过500亿元的伙伴数量达到61个，比去年同期增加 了5个；对共建"一带一路"国家进出口11.29万亿元，增长4.7%，占进出口总值的51.8%，较去年同期提升0.9个百分点。在对欧盟、日本、英国等传统市场 实现增长的同时，新兴市场贡献了更多 ...

Core Viewpoint - The "Creative Flower House" copyright workstation was established at the 2025 China (Guangzhou) Cross-Border E-Commerce Fair to provide comprehensive copyright public services for participating enterprises [1]. Group 1: Copyright Workstation Overview - The workstation features a section on "Government Subsidies for Copyright Registration in Guangzhou," showcasing the application process, timelines, and standards through flowcharts and checklists [3]. - High-frequency questions from attendees included inquiries about the amount of government subsidies, the timeline for receiving subsidies after submitting materials, and how subsidy amounts are calculated [4]. Group 2: Services Offered - The "Creative Flower House" aims to popularize copyright legal knowledge, explain copyright registration and subsidy policies, and address copyright protection issues, thereby enhancing the efficiency of copyright public services [5]. - The workstation specifically targets cross-border e-commerce enterprises, providing "at-home" copyright services to help create a stable and predictable cross-border trade environment [5]. Group 3: Benefits of Copyright Registration - A special section titled "Know More About Copyright" presents the "Top Ten Benefits of Copyright Registration," which includes clarifying ownership, enhancing work value, facilitating pledge financing, promoting international recognition, and safeguarding cross-border trade [5]. - Copyright registration serves as an "identity card" for works generated by enterprises, making it easier for them to protect and exercise their rights in cross-border trade [5]. Group 4: Government Support and Impact - The Guangzhou local toy company highlighted that the government subsidy policy significantly reduces registration costs, providing tangible support for startups [6]. - The Guangzhou Copyright Bureau extended the "Government Subsidy Measures for Copyright Registration" for another five years, allowing eligible individuals and organizations to apply for subsidies during specific periods each year [6].

Core Viewpoint - The article highlights the rapid development of cross-border industries in Pingxiang, Guangxi, which serves as a crucial land hub for trade between China and ASEAN countries, showcasing the benefits of open development and the need for further enhancement of industrial depth and competitiveness [1][8]. Group 1: Cross-Border Trade and Economic Growth - In the first half of the year, the volume of goods imported and exported through the Friendship Pass reached 3.248 million tons, a year-on-year increase of 31.4%, with a trade value of 288.9 billion yuan, up 30% [2]. - The efficiency of customs clearance has significantly improved, with the average time for vehicle passage reduced to 20 seconds due to the implementation of smart customs systems [2][10]. - The establishment of an online trading platform for the China-ASEAN (Chongzuo) Fruit Trading Center has facilitated better service for fruit trade, enhancing transaction efficiency [3]. Group 2: Industrial Development and Processing - By 2024, the number of processing enterprises in Pingxiang is expected to reach 27, with 18 being above-scale industrial enterprises, contributing to an industry output value of 1.408 billion yuan [3][4]. - Companies like Yanjinpuzi have established processing facilities in Pingxiang, leveraging local advantages to process fresh fruits sourced from ASEAN countries [4][5]. - The manufacturing sector is also expanding, with companies like Guangxi Chongzuo Haoyue Vehicle Co., Ltd. planning to relocate their entire electric vehicle supply chain to Pingxiang [6]. Group 3: E-commerce and New Business Models - The rise of cross-border e-commerce, particularly through live streaming, has created new business opportunities, with some local entrepreneurs achieving daily sales peaks of over 3,000 orders [7]. - The establishment of a cross-border e-commerce public clearance center has enabled Pingxiang to handle a daily volume of 1 million parcels, with a projected trade value exceeding 20 billion yuan in 2024 [7][8]. Group 4: Infrastructure and Technological Advancements - The development of smart port projects at the Friendship Pass aims to achieve 24-hour uninterrupted operations, enhancing the efficiency of customs clearance [10][11]. - The integration of advanced technologies such as AI and automated systems is expected to significantly improve inspection speeds and overall service quality at the port [11]. Group 5: Workforce and Community Development - The growth of cross-border industries necessitates a stable workforce, prompting initiatives to improve living conditions and attract talent to Pingxiang [12][13]. - The construction of worker accommodation and community facilities is underway to support the influx of employees in the region [13].

Core Insights - The Guangzhou government and the People's Bank of China Guangdong Branch have issued a comprehensive implementation plan to enhance financial support for Nansha's international cooperation, detailing 88 specific measures to facilitate cross-border trade settlement [1] Group 1: Financial Support Measures - The plan introduces more convenient measures for goods and services trade settlement in Nansha, promoting the implementation of various policies for RMB settlement in trade and investment [1] - Banks are encouraged to directly handle cross-border RMB settlements for high-quality enterprises based on submitted payment instructions, optimizing the recognition and adjustment mechanisms for high-quality enterprise lists [1] Group 2: Support for New Business Models - The plan supports eligible new business model enterprises in participating in high-level open pilot projects for cross-border trade investment, encouraging banks to provide efficient cross-border fund settlement services for offshore international trade and cross-border e-commerce [1] - Banks can process foreign exchange receipts and payments for new business model pilot enterprises based solely on customer instructions, expanding the scope of net settlement for trade receipts and payments [1] Group 3: Existing Policies and Innovations - Many cross-border trade facilitation policies are already in place within the Nansha Comprehensive Bonded Zone, including the innovative "in-zone direct transfer" model, which saves significant warehouse space for enterprises [2] - The zone has implemented a comprehensive reform package covering the entire process of cross-border e-commerce, creating a new model for cross-border e-commerce exports [2] - The introduction of regulatory innovations such as "two-step declaration" and "release first, confirmation later" has attracted major e-commerce platforms to establish logistics bases in Nansha [2] Group 4: Industry Growth Potential - These cross-border trade facilitation policies are expected to support the sports industry in expanding internationally, potentially becoming a new growth driver [3]

Group 1 - Alibaba International Station has launched an "overseas stock" model, covering 28 countries in Europe and America, allowing merchants to stock goods in overseas warehouses for faster sample access and decision-making [5] - Wang Xingxing, founder of Yushu Technology, stated that the company's overseas business accounts for about 50% of its annual performance, and the global robot industry is expected to double its shipment volume annually in the coming years [5] - Xiaomi has appointed several executives for the African market, with plans to increase investment in 16 African countries, including Egypt and Nigeria [5] Group 2 - Didi's 99Food has officially launched in Brazil, covering São Paulo and surrounding cities, with a network of 28,000 restaurants and 65,000 delivery personnel, challenging local competitor iFood with a "zero commission + low fee" model [6] - AliExpress has launched an "overseas custody" service in Mexico, allowing local merchants to stock goods and gain promotional benefits [6] - ZhiMi Technology has established a new division to enter the TV, projector, and audio markets, with new products expected to debut in early September [7] Group 3 - Yuan Robotics has released the industry's first open-source platform for robot world modeling, integrating future frame prediction, strategy learning, and simulation evaluation [7] - Yuewen Group reported a 68.5% year-on-year increase in net profit for the first half of 2025, with AI translation significantly boosting overseas revenue [7] - BYD has sold over 80,000 vehicles in Mexico and opened more than 80 showrooms [8] Group 4 - Leap Motor exported 24,980 vehicles in the first seven months of 2025 [8] - WeRide has been invited to join Singapore's Autonomous Vehicle Steering Committee to help shape national policies and standards [8] - Funeng Technology has commercialized its semi-solid battery for leading eVTOL customers in the U.S. [9] Group 5 - WeRide received a multi-million dollar investment from Grab to accelerate the deployment of L4 Robotaxi in Southeast Asia [9] - Recycle plastic company Ruimo Environmental has completed a financing round to expand technology and market reach, supplying products to major brands in Europe and the U.S. [9] - New Sound Semiconductor has completed a 288 million yuan B+ round of financing to enhance R&D and overseas business expansion [10] Group 6 - AI companies are increasingly seeking IPOs in Hong Kong, with 213 companies having submitted applications, including about 50 AI firms [12] - The global robot industry is experiencing significant growth, with companies actively exploring international expansion [12] - The first half of 2025 saw a 110% year-on-year increase in global smart glasses shipments, with Meta holding over 70% market share [13]

Core Insights - The 2025 China (Guangzhou) Cross-Border E-Commerce Fair successfully concluded, attracting over 60,000 attendees and featuring more than 1,000 quality supply chain enterprises [1][3] - This year marks the 10th anniversary of the establishment of cross-border e-commerce comprehensive pilot zones in China, with the import and export scale of cross-border e-commerce growing rapidly [3][11] Group 1: Industry Growth and Trends - Cross-border e-commerce's share of China's total goods trade imports and exports increased from less than 1% in 2015 to 6.2% in 2024, highlighting its role as a key driver for the transformation and upgrading of China's foreign trade [3] - In the first half of this year, China's cross-border e-commerce imports and exports reached 1.32 trillion yuan, a year-on-year increase of 5.7%, outpacing the overall growth rate of national foreign trade [3][11] - The fair showcased new trends such as updated product designs, diverse brand styles, and more integrated industrial clusters, particularly in the toy and lighting sectors [3][6] Group 2: Collaborative Strategies - The "collective overseas expansion" strategy was evident, with various industrial alliances participating in the fair, enhancing sales channels and facilitating access to platforms like TikTok Shop and Amazon [6][9] - The Zhongshan Lighting Factory Cross-Border Stock Alliance utilized a model of stocking products in overseas warehouses to reduce order delivery times and mitigate market volatility risks [9] - The fair resulted in significant business opportunities, with some alliances reporting intention orders exceeding 6 million yuan and others achieving around 500 million yuan in potential transactions [9][10] Group 3: Market Expansion and New Opportunities - The fair attracted international buyers, with many expressing interest in exploring Chinese products and suppliers, indicating a growing global interest in cross-border e-commerce [11][14] - New emerging platforms participated in the fair, expanding the choices available for enterprises and enhancing the global e-commerce ecosystem [14][15] - The establishment of a compliance-themed area at the fair aimed to support high-quality industry development by providing services related to product certification and legal regulations for companies looking to expand internationally [15]

Core Insights - The cross-border e-commerce industry is adapting to changes in international tariff policies and is focusing on enhancing supply chain resilience [1][5] - The recent China (Guangzhou) Cross-Border E-Commerce Fair attracted over 1,000 quality supply chain companies and more than 40 major domestic and international cross-border e-commerce platforms [1][8] Tariff Policy Impact - The U.S. has suspended the minimum tax exemption for low-value goods, effective August 29, impacting goods valued at or below $800 shipped outside the international postal network [5] - The actual impact of the tariff policy on cross-border e-commerce varies significantly by product category, with some categories less affected due to cost advantages [5][6] - The beauty and health product sectors are less impacted by the new tariff policy due to their higher profit margins and cost advantages of Chinese products [6] Trends in Cross-Border E-Commerce - There is a growing trend towards overseas warehouse operations, which enhance logistics efficiency compared to traditional small parcel shipping methods [6][7] - Companies like JD, SF, and Cainiao are actively expanding their overseas warehouse capabilities [6] - The overseas warehouse model is evolving to provide more comprehensive services, including local market entry support and product certification [7] Compliance and Legal Considerations - Cross-border e-commerce companies are increasingly prioritizing compliance, particularly in intellectual property rights and consumer protection in foreign markets [8] - The demand for legal consultation regarding intellectual property infringement and compliance has risen, especially in sectors with dense intellectual property issues [8] Market Growth - Guangdong's cross-border e-commerce import and export scale has grown from 11.3 billion yuan in 2015 to 745.4 billion yuan in 2024, marking a 66-fold increase over nine years [8]

Company Developments - Alibaba International Station launched an "overseas spot" model, allowing merchants to stock goods in overseas warehouses, significantly shortening decision-making cycles and covering 28 countries in Europe and the US [2] - Yushu Technology's founder Wang Xingxing revealed that overseas business accounts for about 50% of the company's annual performance, with global robot industry shipments expected to double annually in the coming years [2] - Xiaomi appointed several executives for the African market, with plans to increase investment in 16 African countries, including Egypt and Nigeria [2] Market Expansion - Didi's 99Food launched in Brazil, covering São Paulo and surrounding cities, with a strategy of "zero commission + low fees" to challenge local competitor iFood [3] - AliExpress introduced "overseas custody" service in Mexico, allowing local merchants to stock goods and gain promotional benefits [3] Technology and Innovation - ZhuiMi established a new division for TVs and projectors, integrating AI algorithms and design resources, with new products expected to debut in September [4] - Zhiyuan Robotics launched the Genie Envisioner platform, integrating future frame prediction, strategy learning, and simulation evaluation for robotic control [4] - Yuewen Group reported a 68.5% year-on-year increase in revenue, with AI translation significantly boosting overseas reading platform WebNovel's income [4] Sales and Performance - BYD's sales in Mexico exceeded 80,000 units, with over 80 showrooms established [6] - Leap Motor exported 24,980 units in the first seven months of 2025 [6] Investment and Financing - WeRide received a multi-million dollar investment from Grab to accelerate the deployment of Robotaxi in Southeast Asia [7] - Recycled plastic company Ruimo Environmental completed a financing round to expand technology and market reach, focusing on high-quality recycled plastics for demanding markets [7] - New Sound Semiconductor raised 288 million yuan in B+ round financing to enhance R&D and overseas business expansion [7] Policy and Market Trends - AI companies are increasingly seeking IPOs in Hong Kong, with 213 applications submitted, including around 50 from AI firms, reflecting strong market interest [8] - The global robotics industry is experiencing significant growth, with companies exploring international expansion strategies [8]

Group 1: Youth Employment and Entrepreneurship in Zhejiang - The article highlights the efforts of Zhejiang province in supporting youth employment and entrepreneurship through various policies and initiatives aimed at enhancing the attractiveness and capacity for young talent [1][9] - The digital economy is a significant focus, with many young entrepreneurs, such as Huang Yu, successfully engaging in cross-border e-commerce, leading to substantial sales growth [2][3] - The core industries of the digital economy in Zhejiang have seen a revenue increase of 12.4% in the first five months of the year, indicating a robust growth environment for tech-driven businesses [3] Group 2: Innovation and Technology Development - Young talents in Zhejiang are actively pursuing breakthroughs in emerging technologies, with companies like Yushu Technology submitting over 200 patent applications, showcasing the innovative capabilities of the youth [4][5] - The government is supporting young tech talents in tackling key technological challenges and promoting foundational research, which is crucial for the province's technological advancement [5][6] Group 3: Skills Development and Training - Zhejiang has implemented a comprehensive skills training system to align with industry needs, promoting high-quality employment for skilled youth through various educational initiatives [6][7] - The province has introduced a dual certification system for digital skills, encouraging young individuals to enhance their professional qualifications and improve their employment prospects [7] Group 4: Rural Revitalization and Youth Involvement - The article discusses the influx of young people into rural areas, contributing to local economies and revitalizing communities through innovative business models and new ventures [8][9] - Since 2022, Zhejiang has attracted over 43,000 young individuals to rural areas, significantly enhancing the local agricultural and entrepreneurial landscape [9]

Group 1 - The 2025 China (Guangdong) - RCEP Member Countries Cross-Border E-Commerce Exchange Event and the China (Guangzhou) Cross-Border E-Commerce Trade Fair was launched in Guangzhou, themed "New Momentum for Foreign Trade, New Future for Digital" [1] - The exhibition covers over 40,000 square meters, running from August 15 to 17, attracting over 1,000 quality supply chain enterprises, 42 cross-border e-commerce platforms, and nearly 200 ecosystem service providers, making it the largest event of its kind in China [1] - Guangdong aims to become a cross-border e-commerce demonstration province, focusing on three areas: developing 30 advantageous industrial belts and nurturing 300 key enterprises within three years, expanding new markets in collaboration with leading e-commerce platforms, and strengthening the e-commerce development hubs in Guangzhou, Shenzhen, and Eastern Guangdong [1] Group 2 - The cross-border e-commerce comprehensive pilot zones have achieved full coverage across 21 cities in Guangdong, demonstrating significant aggregation effects [2] - Since being approved as a national cross-border e-commerce comprehensive pilot zone in 2016, Guangzhou has accumulated over 700 billion yuan in cross-border e-commerce import and export volume over nearly ten years, with an expected volume exceeding 180 billion yuan in 2024 [2] - In the first half of this year, cross-border e-commerce in Guangzhou achieved an import and export volume of 116.9 billion yuan, reflecting a year-on-year growth of 43.1% [2] Group 3 - The current trade fair has added AI and compliance zones to better adapt to new trade trends and mitigate overseas risks [3] - Amazon Global Selling released a white paper on the development trends of cross-border e-commerce exports during the event, while Shein shared excellent cases of "cross-border e-commerce + industrial belts" [3] - The event also launched the "Cross-Border E-Commerce (Going Abroad) New Market Country Guidelines" and showcased excellent cases of Guangdong's "Cross-Border E-Commerce Brand Going Abroad" and "Cross-Border E-Commerce Expanding New Markets" [3]