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对话愉悦资本刘二海:工程师红利是全球化进阶的重要基础
Xin Lang Cai Jing· 2025-10-17 10:16
Core Insights - The 2025 Sustainable Global Leaders Conference is scheduled to take place from October 16 to 18 in Shanghai, focusing on the evolving role of Chinese enterprises in globalization [1]. Group 1: Globalization and Chinese Enterprises - The nature of globalization is shifting from a model dominated by large multinational corporations prioritizing shareholder interests to a new phase led by Chinese enterprises characterized as "born global" [3]. - Key drivers of this transition include significant improvements in China's R&D capabilities, widespread application of digital infrastructure such as AI technology, and a focus on local stakeholder interests [3]. Group 2: Case Studies and Investment Strategies - An example of a "born global" enterprise is LEMMO, an intelligent short-distance travel brand invested in by the company, which integrates global resources from its design and R&D in China to production in Hungary and Poland, and sales in Europe [3]. - Investments in smart logistics and warehousing in Latin America, as well as a courier company in the United States, illustrate the new strategies Chinese enterprises are adopting to optimize supply chains and market approaches globally [3]. Group 3: Engineer Advantage and Market Trends - China's ongoing engineer dividend is a crucial foundation for advancing globalization, with 10 to 15 million university graduates each year, which is comparable to the total population of Nordic countries [4]. - Despite a decline in trade with the U.S., trade with emerging markets in Latin America, the Middle East, Central Asia, and Eastern Europe is rapidly increasing [4]. - AI open-source technologies are providing a secure and reliable technical foundation for globalization, helping Chinese enterprises gain recognition in more countries and fostering localized innovation ecosystems [4].