「Going Global 出海周报」 是创业邦推出的出海系列栏目，旨在为出海领域的创业者和投资人精选 出海大事件、海外大公司、投融资消息， 本篇 为栏目第 316 篇报道。 整理丨 Lucus 本周（ 1 月 5 日至 1 月 11 日）出海大事件包括 ： TikTok Shop 东南亚开年推出扶持政策 ； 小米国际加入速卖通 "超级品牌出海计划" ； DeepSeek V4 大模型被曝春节前后发布 ； 阿里千问模型下载量激增，累积下载量 7 亿 ； 智谱 创始人发布内部信； 云豹智能提交 IPO 备案，冲刺 DPU 第一股 ； 何小鹏： 2026 年海外布局进一步加快 ； "大空头"迈克尔・伯里披露持有甲骨文看跌期权 ； 马斯克计划建 2 纳米晶圆厂 ； 苹果拟 2028 年首发 2 亿 像素 iPhone ；日本欲打造本土版"星链"系统。 出海四小龙 TikTok Shop 东南亚开年推出扶持政策 1 月 10 日消息， TikTok Shop 东南亚官方宣布，面向东南亚跨境新商家推出扶持政策，覆盖资金投入、规模扩张、物流履约等关键环节，旨在降低新商 家进入东南亚电商市场的初期门槛，提升 " 冷启动 " ...

Core Insights - The conference recognized outstanding private enterprises and individuals in employment and social security, highlighting the significant role of private companies in job creation and employee welfare [1][2]. Group 1: Recognition of Companies - Beijing-based companies such as JD.com, Xiaomi, and Meituan were awarded as "National Advanced Private Enterprises in Employment and Social Security" [1]. - JD.com employs 900,000 people, including over 4,000 disabled employees and more than 600,000 couriers, with over 80% of its workforce coming from rural areas [1]. - Xiaomi has signed collective contracts and employee handbooks covering over 50,000 employees, achieving a 100% labor contract signing rate, and provides comprehensive commercial insurance and free health check-ups for its employees [1]. Group 2: Employee Welfare Initiatives - Meituan's delivery riders are predominantly from rural areas, with 636,000 from key support counties and over 10,000 disabled riders; the company has initiated a new occupational injury insurance pilot [2]. - Meituan has provided coverage for over 16.68 million riders, with a total insurance premium of 2.56 billion yuan, and its pension insurance subsidies are nationwide by November 2025 [2]. - Beijing March Rain Cultural Communication Co., Ltd. was recognized for its labor union's efforts in maintaining harmonious labor relations, achieving 100% coverage of social insurance and a 97% employee membership rate [2]. Group 3: Individual Recognition - Zhen Youmei, a technical manager at Beijing Shengshi Runhe Ecological Construction Co., Ltd., was honored as an "Outstanding Employee" for her dedication to the nursery industry and contributions to industry standards [3].

投资小红书-第267期 2025年以来，铜涨价、锂涨价，镍钴涨价，铝涨价，甚至连硫磺也在涨价，这显然不是单纯的经济 复苏或货币现象所致，因为水泥、玻璃、钢铁等其他资源品行情依然在底部盘整。 "春江水暖鸭先知"， 榕树投资 翟敬勇对新能源行业的跟踪长达10年。他感受到的是一轮由于新能源行 业需求爆发而导致的资源品涨价超级周期。 2016年，比亚迪董事长王传福也曾在一个论坛上预言，"电动汽车的发展给锂资源从丰富带来紧张，给 镁资源带来巨大的提升和利用，对铜资源可能会带来短缺。"10年之后，王传福的预言正在变为现实， 而新能源龙头企业也或将迎来高利润和高股东回报阶段。 翟敬勇是一位自下而上的投资者，他总是在调研的路上，过去近30年的时间跑了500多家上市公司。 2015年以来，翟敬勇的调研重心非常自然地从万华化学、贵州茅台等传统经济龙头公司身上，转向了 宁德时代、阳光电源等新能源公司身上。 苹果在2006年下半年，推出第一款iPhone 1，从那个时候，市场开始慢慢接受智能手机。但是，苹果 公司的利润率并没有上来，在那个时候展现的是一个高PE估值。段永平是在2011年开始买入苹果公司 的，那个时候苹果市值约3000 ...

Group 1: Global Supply Chain Dynamics - The global supply chain has undergone significant restructuring since 2018, driven by technological advancements and geopolitical factors, with a focus on supply chain security and resilience [3][4][6] - The historical evolution of global supply chains can be divided into three main phases: inter-industry trade, intra-industry trade, and product intra-trade, with China emerging as a key player in the latter phase [2][3] Group 2: Trends in Supply Chain Development - There is a trend towards diversification and regional cooperation in supply chains, with countries increasingly focusing on local production and regional supply chain networks [4][6] - Digitalization and green transformation are becoming prominent trends in global supply chains, driven by technological advancements and environmental considerations [4][9] Group 3: China's Role in Global Supply Chains - China has established itself as the world's largest exporter and a critical hub for intermediate goods, accounting for approximately 20% of global intermediate goods exports [13][14] - The country is enhancing its supply chain resilience and security by focusing on high-quality development and technological innovation across various industries [14][15] Group 4: International Cooperation and Policy Responses - Major economies are implementing targeted policies to strengthen supply chain resilience, including tariffs and trade agreements to protect key industries and promote local manufacturing [7][8] - China is actively participating in global supply chain cooperation through initiatives like the Belt and Road Initiative, enhancing infrastructure connectivity and promoting regional economic integration [15][16]

Core Viewpoint - The Samsung Galaxy S25 series has achieved over 30 million units in sales, experiencing an unusual sales rebound in months 8 and 9 post-launch, contrary to typical smartphone sales trends [1][12]. Group 1: Sales Performance - The S25 series has broken the conventional sales pattern, showing a significant rebound in sales during the 8th and 9th months after launch, which is rare in the history of the Galaxy S series [2][12]. - The sales curve of the S25 is one of the healthiest seen in years, as it did not experience the typical decline in the second half of the year, unlike the S22 and S23 models [6][7]. Group 2: Strategic Changes - Samsung appears to be actively changing its flagship sales cycle management, moving away from a fast-burn model to a longer core sales period, similar to Apple's iPhone lifecycle strategy [4][5]. - The sales rebound is attributed to Samsung's strategic adjustments, including aggressive pricing, promotional activities with carriers, and capitalizing on enterprise bulk orders towards the fiscal year-end [12][14]. Group 3: Market Dynamics - The upcoming Galaxy S26 series is expected to have only minor upgrades, which may have led consumers to opt for the already proven and competitively priced Galaxy S25 instead of waiting for the new model [14].

Core Viewpoint - The article discusses the U.S. government's efforts under Trump to undermine China's economic influence in Latin America, particularly through actions against Venezuela and its oil resources, while highlighting China's significant economic presence in the region over the past two decades [1][5]. Economic Influence of China in Latin America - Over the past twenty years, China has established substantial economic influence in Latin America, with bilateral trade exceeding $500 billion in 2024, marking a 6% increase year-on-year [1][2]. - China is now the second-largest trading partner for Latin America and the Caribbean, with imports from the region reaching $241.47 billion, a 46% increase compared to five years ago [1]. - Chinese products and investments are pervasive in Latin America, with significant market presence in various sectors, including automotive, electronics, and food [2]. U.S. Response and Strategy - The Trump administration's strategy includes actions to curb China's influence, such as pressuring Venezuela to sever economic ties with China and threatening tariffs on Brazilian goods [4][5]. - Analysts suggest that the U.S. must provide a credible alternative to China's economic engagement in the region, akin to the Marshall Plan post-World War II, to effectively challenge China's established position [6]. Regional Dynamics - Research indicates that in ten out of twelve South American countries, China has economically replaced the U.S., with Chinese trade, investment, and development financing surpassing that of the U.S. [2]. - Some Latin American countries may strengthen their economic ties with China in response to U.S. pressures, as they rely on Chinese markets for their agricultural exports [6].

Group 1 - Wang Teng's new company will not hire fresh graduates initially, focusing on building a product development team first [1] - The company will offer competitive salaries and benefits, with an emphasis on stock incentives [1] - Employees will have the flexibility to rest at work, promoting a non-competitive work environment [1] Group 2 - Apple's CEO Tim Cook's total compensation for 2025 is reported to be $74.29 million, with a significant portion coming from stock awards [1] - The company plans to hold its annual shareholder meeting online on February 24, 2026 [1] Group 3 - Bosideng faced criticism for a down jacket priced at 2,099 yuan with only 86 grams of down filling, raising questions about brand premium [2] - The company stated that the down filling meets national standards and pricing is based on various factors beyond just filling weight [2] Group 4 - Alibaba's Qianwen model has achieved a cumulative download of 700 million, marking significant growth in the AI open-source community [5] - The model's download rate surpassed that of several major competitors, indicating its rapid adoption [5] Group 5 - OpenAI acquired the core team of Convogo, a platform for executive coaching, to enhance its AI cloud business [7] - The acquisition was a stock transaction, and Convogo's existing products will cease operations [7] Group 6 - General Motors plans to take an additional charge of approximately $6 billion due to adjustments in its electric vehicle business [11] - This decision follows a broader reassessment of EV production capacity and investment in response to market demands [11] Group 7 - Nvidia appointed a Google Cloud executive as its Chief Marketing Officer to enhance brand visibility [7] - This move indicates Nvidia's strategy to strengthen its market presence as it enters a new growth phase [7] Group 8 - The global humanoid robot market is expected to see shipments reach approximately 13,000 units by 2025, with ZhiYuan holding a 39% market share [15] - The report predicts significant growth in the humanoid robot market, with shipments projected to reach 260 million units by 2035 [15] Group 9 - The global semiconductor sales are forecasted to reach $75.3 billion in November 2025, marking a 29.8% increase from the previous year [15] - This growth is attributed to rising demand across all major product categories [15] Group 10 - The Chinese large language model market is expected to exceed 100 billion yuan by 2030, with a compound annual growth rate of 63.5% from 2024 to 2030 [15] - Recent IPOs of domestic AI model companies indicate a shift towards commercial viability in the sector [15]

Group 1 - Hainan Airlines experienced a temporary system failure that caused some flight ticket prices to display abnormally low rates, with prices as low as 70 yuan for a flight from Hangzhou to Shenzhen, equating to 0.4 of the original price [3] - The airline confirmed that all tickets sold during the incident remain valid and that the system has been restored to normal operations [3] Group 2 - Major banks in China have seen short-term large-denomination certificate of deposit (CD) rates drop below 1%, entering the "0" range, with rates for 1-month and 3-month CDs at 0.9% [5] - The decline in rates indicates a significant shift in the banking sector, aligning short-term CD rates closely with regular fixed-term deposit rates [5] Group 3 - The Supreme People's Court of China has clarified that funds given for purchasing cars or houses with the intent of marriage should be treated as bride price, impacting legal interpretations of such financial transactions [4] - This ruling may influence future disputes regarding financial gifts in the context of marriage, potentially leading to increased legal cases in this area [4] Group 4 - Apple is reportedly accelerating the selection process for a new CEO, with John Ternus, the current Senior Vice President of Hardware Engineering, emerging as a leading candidate [6] - The current CEO, Tim Cook, has expressed a desire to reduce his workload, indicating a potential transition in leadership within the company [6] Group 5 - Xiaomi has announced a price reduction for its Xiaomi 17 model and has eliminated the use of small print in its marketing materials, responding to criticism regarding transparency in advertising [8] - The company aims to enhance user experience by ensuring that key information is clearly presented [8] Group 6 - The number of corporate bankruptcies in Germany has reached a 20-year high, with 15,619 cases reported in 2025, reflecting ongoing structural pressures in the economy [20] - This trend indicates significant challenges for businesses in Germany, with a notable impact on employment as approximately 170,000 jobs were affected by these bankruptcies [20]

Core Insights - The global floor cleaning robot industry is witnessing a significant shift, with the acquisition of iRobot by its Chinese manufacturing partner, marking the end of an era for the former industry leader [2] - Local brands in China are rapidly gaining market share, forcing international brands like Starbucks, Nike, and Adidas to adapt or face decline [2] - A survey indicates that 85.79% of consumers prefer domestic trendy brands, highlighting the rise of local brands in various consumer sectors [2] Industry Trends - The traditional Western marketing models are becoming ineffective in the Chinese market, as local brands redefine the rules of engagement [4][7] - The previous reliance on mass advertising and standardized marketing strategies is being replaced by personalized and emotionally resonant approaches [9][10] - The emergence of new consumer behaviors emphasizes the importance of emotional connections and personalized experiences over traditional functional marketing [10][11] Brand Strategies - Successful local brands like Qingdao White Beer are leveraging cultural symbols and emotional narratives to resonate with consumers [19][21] - Qingdao White Beer has effectively created immersive experiences that connect with local culture, enhancing brand visibility and consumer engagement [21][22] - The focus has shifted from merely selling products to creating emotional experiences that align with consumers' lifestyles and values [22]

Core Viewpoint - The article discusses the upcoming trends in the technology industry, particularly focusing on the application of generative AI and the emergence of new devices in the "post-smartphone" era, as showcased at the CES 2026 event [4][5]. Group 1: Generative AI and New Devices - Generative AI is expected to be practically applied in consumer devices and society by 2026, with concerns about over-investment in this technology [5]. - OpenAI plans to release an "AI terminal" in 2026, which will operate solely through voice commands without a display [7]. - Meta is developing AI-powered glasses that allow users to see the real world while displaying digital images [7]. Group 2: Market Trends and Competition - Apple is set to launch its first foldable iPhone in 2026, with IDC predicting a 30% growth in the global market for foldable smartphones compared to 2025 [9]. - By 2029, foldable smartphones are expected to account for 10% of the overall smartphone market [9]. - The competition in the AI and smartphone sectors is intensifying, with companies like Google and South Korean manufacturers leading in trends related to AI smartphones and foldable devices [9]. Group 3: Physical AI and Automation - Physical AI, which involves autonomous control of robots and machinery, is anticipated to be a major focus at CES, with Nvidia's CEO highlighting it as the next wave of technology [11]. - The market for physical AI is projected to reach $68.5 billion by 2034, increasing 13 times from 2025 [13]. - Automation in both industrial and household sectors is becoming essential due to labor shortages and demographic changes [14]. Group 4: Future of AI Development - There are predictions that "General AI" (AGI) could be achieved by 2026, but concerns about the current plateau in generative AI development are also noted [16]. - OpenAI and Meta are expected to release upgraded AI models in early 2024, amidst increasing competition from Chinese companies developing independent AI supply chains [18]. - The article emphasizes the need for ethical governance of AI as its societal impacts become more pronounced [19].