破局而生，扬帆出海。 中国企业，正积极投身"全球企业"这一长期命题。 出海的市场规模持续扩张。海关总署发布的数据显示，2025上半年中国出口总值达13万亿元人民币，创下历史同期最高值，同比增幅7.2%。商务部数据 显示，2025第一季度中国全行业对外直接投资409亿美元，同比增长6.2%。 出海的营收贡献在持续提升。据证券时报统计，2024年A股公司海外业务营收突破10万亿元，相比十年前增长2.8倍；2024年A股公司海外业务占总营收的 比例达到14.28%，创历史新高，与十年前相比，占比提升4.65个百分点。 中国企业出海，正站在破局的关键节点。 一方面，市场上普遍认为出海赛道拥挤不堪，传统模式逐渐式微；另一方面，与成熟全球化企业相比，中国企 业又蕴含着无限潜力。 此外，世界也在发生着变化。地缘政治、技术迭代、经济周期……多方因素影响下，谁也没办法确定，过去的方法论，在当下是否能够延续成功。 在此背景下，36氪启动了East Forward 2025出海全球化创新系列名册评选，旨在探寻前行者的宝贵经验，挖掘创新者的商业智慧，为更多出海企业提供新 的思路与方向。 入选的人物与企业的全球布局策略，正勾勒出中国企 ...

Core Insights - The rise of AI large models is driving a new trend in the integration of AI and hardware, leading to the emergence of phenomenon-level AI hardware products [1][2] - Tuya Smart is leveraging cutting-edge AI technologies to assist B-end customers in rapidly responding to market changes, enhancing the deployment of AI hardware in daily life [1][2] - The transition from traditional AI to AI large models is expected to significantly lower the barriers for users to adopt smart hardware, facilitating widespread adoption [2][3] Company Developments - Tuya Smart launched four major products at its global developer conference, including the TuyaOpen open-source development framework and the HEDV edge computing platform, aimed at capturing new opportunities in the AI Agent era [1][2] - The company has integrated several global mainstream large language models into its AI Agent development platform, enabling developers to create popular AI products such as smart rings and AI dolls [2][3] - Tuya Smart has established a comprehensive cooperation agreement with Kid King to advance the development of AI companion smart hardware and related technologies [2][3] Industry Trends - The integration of AI large models into smart hardware is enhancing device capabilities, allowing for multi-modal interactions and expert-level efficiency optimization [3][4] - The overall penetration rate of AI Agent applications in the smart hardware industry is still below 5%, indicating that the industry is in the early stages of exploring these applications [3][4] - The market is expected to see a surge in new AI hardware categories by 2025, following validation or invalidation by the market, which will lead to the emergence of scalable new AI hardware products [5]