广告
加载中

中国企业出海与“三十六计”

天巫Ted 2026-06-10 11:48
天巫Ted 2026/06/10 11:48

邦小白快读

EN
全文速览

本文梳理了当前中国企业出海的整体发展现状,同时披露了即将推出的专业出海方法论内容,核心干货如下:

1. 当前行业整体态势:中国出海价值链各环节的领军企业近期密集冲击IPO,十年间中国上市企业海外业务营收占比从8.27%攀升至22.7%,翻了近三倍。目前已经形成覆盖全规模梯队、全领域的出海生态矩阵,超5万家中国企业布局全球190个国家和地区,跨领域融合催生了大量新商业模式。

2. 行业风险提示:当前出海外部地缘经济壁垒高筑,不确定性强,多数企业属于被动仓促出海,内部准备不足,容易踩冲动出海、沿用中国思维、不合规、向外内卷等陷阱,存在“乱出海必出局”的风险。

3. 后续内容预告:作者团队将推出《出海三十六计》系列内容,针对出海全生命周期问题拆解共性方法论,首篇将于下周在贸行四海公众号推出。

本文梳理了当前中国品牌出海的行业格局、机遇与风险,对品牌商布局出海有较高参考价值,核心内容如下:

1. 行业消费与趋势机会:当前中国出海已经进入第四波全球化浪潮,生而全球化的原生品牌已经成为出海核心梯队之一,以潮玩、茶饮为代表的文化出海新赛道正在崛起,线上线下联动、跨领域搭档合作等新营销、新合作模式不断涌现,带来大量新增长机会。

2. 现存风险提示:当前出海环境已经不同于早年的全球化,外部地缘政治壁垒高筑,市场不确定性极强,多数品牌是被动仓促出海,缺乏足够的全球化思想、组织和资源准备,容易犯战略错误,陷入发展困境。

3. 方法参考:后续推出的《出海三十六计》将围绕出海全流程,基于真实商业案例拆解共性决策方法论,帮助品牌在复杂环境下找到适合自身的发展节奏,应对各类出海挑战。

本文给出海卖家梳理了行业整体态势,明确了当前的机会、风险与可参考的方向,核心干货如下:

1. 市场机会:当前中国出海大盘增长迅速,十年间上市企业海外营收占比翻三倍,2025年总境外收入达到12.38万亿元,同比增长13.3%,市场空间充足。同时已经涌现出大量新机会,比如越南市场工厂与卖家搭档、非洲市场线下门店加直播联动等新模式,给不同规模卖家都带来了增长空间。

2. 风险提示:行业已经形成“不出海就出局”的共识,但也要警惕“乱出海必出局”,当前地缘政治带来很高的市场壁垒,很多卖家仓促出海准备不足,容易踩冲动出海、不合规、沿用国内思维内卷等陷阱,需要提前做好准备。

3. 方法支持:后续将推出针对出海全流程决策的《出海三十六计》,基于真实案例拆解可复用的方法论,帮助卖家在复杂环境下做好决策,把握出海机遇。

本文梳理了当前出海行业的整体格局,给出海工厂明确了商业机会与发展方向,核心干货如下:

1. 商业机会:当前中国出海已经形成完整的全球化价值链,早期以代工出海的制造企业已经成长为出海领军品牌,工厂转型出海品牌有成熟的路径可参考。同时跨领域合作模式已经跑通,新兴市场比如越南的本地出海工厂,就可以和中国跨境卖家搭档合作,共享市场红利,获得大量业务机会。

2. 行业增长态势:当前整个出海大盘持续扩张,2025年中国上市企业境外总营收达到12.38万亿元,同比增长13.3%,上市企业海外营收占比十年间翻了三倍,对外直接投资同比增长7.1%,整体市场规模持续扩容,给工厂出海带来充足的增长空间。

3. 发展启示:工厂出海需要避免仓促上阵、准备不足的问题,要根据自身目标和能力匹配发展节奏,后续推出的《出海三十六计》会针对出海全流程问题拆解共性方法,帮助工厂找到合适的出海路径。

本文梳理了当前中国企业出海的发展趋势,明确了服务商的市场机会与服务方向,核心干货如下:

1. 行业发展趋势与市场机会:当前中国全梯队企业都掀起出海热潮,从制造、品牌、贸易到文化出海,价值链各个环节的企业都在加速扩张,大量头部出海服务商已经启动IPO加速布局,整个市场对出海服务的需求持续攀升,市场空间广阔。

2. 清晰的客户痛点:当前出海企业普遍面临双重痛点,外部是地缘壁垒高筑,市场不确定性极强,规则复杂信息不对称;内部是多数企业属于被动仓促出海,缺乏足够的全球化运营、战略、合规储备,对专业服务有非常强烈的需求,缺口很大。

3. 解决方案方向:后续将推出基于中国传统智慧的出海三十六计方法论,围绕出海全生命周期的具体决策场景提供解决方案,服务商可以结合这套方法论,更好匹配客户需求,完善自身的服务体系,抓住出海风口。

本文梳理了当前中国出海的整体生态,明确了出海企业对平台的需求,以及平台布局的机会与风险,核心干货如下:

1. 市场需求与机会:当前中国出海已经形成全梯队全领域的生态矩阵,从头部链主企业到微型个体创业者都有出海需求,目前头部渠道平台已经开启“造船出海”布局,大量中小出海企业对平台提供的流量、支付、物流、合规等服务需求强烈,市场增长空间充足。

2. 风险提示:当前全球地缘壁垒高筑,市场环境复杂,很多出海企业属于仓促出海,自身准备不足,盲目出海的概率很高,平台在出海招商、运营过程中,需要提醒企业规避盲目出海的风险,帮助企业结合自身能力建立合适的发展节奏,降低平台整体运营风险。

3. 运营方向启示:当前跨领域融合成为出海新趋势,工厂与卖家合作、文化出海+跨境电商、线上线下联动等新生态不断出现,平台可以围绕这些新生态调整运营与招商策略,挖掘新的增长点,适配新的商业模式。

本文梳理了当前中国企业出海的最新产业动向,提出了出海领域的新问题与方法论创新,对产业研究有较高价值,核心内容如下:

1. 最新产业动向:当前中国企业出海已经成为第四波全球化浪潮,不同于此前欧美日韩主导的前三波,当前中国出海已经形成“链主-超头-中型-小型-微型”全梯队、全领域的生态矩阵,截至2025年底,中国在境外设立企业超5万家,遍布190个国家地区,2025年对外直接投资1743.8亿美元,同比增长7.1%,上市企业海外营收占比十年翻三倍,产业格局发生重大变化。

2. 行业新问题:当前出海面临全新的外部环境,地缘经济壁垒重新高筑,全球化环境发生本质变化,同时多数中国企业属于被动出海,普遍存在内部全球化准备不足的问题,形成内忧外患的格局,“不出海就出局,乱出海必出局”精准概括了当前行业的核心矛盾。

3. 商业模式与理论创新:当前出海领域已经涌现出大量跨领域融合的新商业模式,同时开始探索将中国传统智慧和出海实践结合,打造适配复杂环境的决策方法论,推动中国商业智慧和全球文明融合,是值得深入研究的新方向。

返回默认

声明:快读内容全程由AI生成,请注意甄别信息。如您发现问题,请发送邮件至 run@ebrun.com 。

我是 品牌商 卖家 工厂 服务商 平台商 研究者 帮我再读一遍。

Quick Summary

This article outlines the current overall status of Chinese enterprises going global, and previews upcoming professional methodology content for overseas expansion. Key takeaways are as follows:

1. Current industry landscape: Leading players across all segments of China’s global expansion value chain have recently filed for IPO in waves. Over the past decade, the share of overseas revenue among Chinese listed companies has climbed from 8.27% to 22.7%, nearly tripling. A full ecosystem matrix covering enterprises of all sizes across all sectors has now taken shape: more than 50,000 Chinese firms have established footprints in 190 countries and regions, and cross-sector integration has spawned a large number of new business models.

2. Risk warnings: Today, Chinese enterprises face high geoeconomic barriers and widespread external uncertainty. Most companies venture overseas passively and hastily with insufficient internal preparation, making them vulnerable to pitfalls such as impulsive expansion, replicating Chinese domestic strategies, compliance failures, and cutthroat competition against other Chinese players. "Haphazard expansion guarantees exit" is a notable risk for the sector.

3. Upcoming content: The author team will launch the "36 Stratagems for Going Global" series, which breaks down common methodologies for challenges across the entire overseas expansion lifecycle. The first article will be published next week on the official WeChat account "Mao Xing Si Hai".

This article maps out the current industry landscape, opportunities and risks for Chinese brands going global, offering high-value reference for brands planning overseas expansion. Core insights are as follows:

1. Consumer trends and growth opportunities: China’s overseas expansion has entered its fourth wave of globalization, with "born global" native brands now emerging as one of the core expansion cohorts. New cultural expansion tracks represented by trendy toys and Chinese tea beverage brands are rising rapidly, while new models of marketing and collaboration such as online-offline integration and cross-sector partnerships continue to emerge, unlocking abundant new growth opportunities.

2. Existing risks: Today’s expansion environment is vastly different from the early era of globalization. External geopolitical barriers run high, and market uncertainty is extreme. Most brands venture overseas passively and hastily, lacking sufficient global mindset, organizational structure and resource preparation, making them prone to strategic missteps that lead to growth stagnation.

3. Methodological guidance: The upcoming "36 Stratagems for Going Global" will unpack shared decision-making methodologies based on real business cases across the entire expansion process, helping brands find a development pace suited to their own capabilities and navigate various expansion challenges amid complex market conditions.

This article outlines the overall industry landscape for cross-border sellers, clarifying current opportunities, risks and actionable directions. Key takeaways are as follows:

1. Market opportunities: China’s overall overseas expansion market is growing rapidly: the share of overseas revenue among listed Chinese companies has tripled over a decade, and total cross-border revenue will reach 12.38 trillion yuan in 2025, with a year-on-year growth of 13.3%, indicating sufficient market space. A host of new opportunities have already emerged: for example, new models such as factory-seller partnerships in Vietnam and offline store-livestreaming integration in Africa unlock growth room for sellers of all sizes.

2. Risk warnings: While the industry has reached a consensus that "no expansion means exit", sellers should also be alert to the rule that "haphazard expansion guarantees exit". Geopolitical tensions have created high market barriers, and many sellers rush into expansion with insufficient preparation, making them vulnerable to pitfalls including impulsive entry, non-compliance, and cutthroat competition rooted in domestic mindsets. Adequate preparation in advance is essential.

3. Methodological support: The upcoming "36 Stratagems for Going Global" will unpack reusable methodologies based on real cases for decision-making across the entire expansion process, helping sellers make sound decisions amid complex conditions and capture expansion opportunities.

This article maps out the overall landscape of China’s overseas expansion industry, clarifying business opportunities and development directions for manufacturing factories planning to go global. Core insights are as follows:

1. Business opportunities: China has now built a complete global value chain for overseas expansion. Early manufacturing players that started with OEM/ODM for overseas markets have now grown into leading global brands, leaving mature development paths for factories looking to transform into branded global players. Meanwhile, cross-sector cooperation models have already been proven effective: for example, local expansion factories in emerging markets such as Vietnam can partner with Chinese cross-border sellers to share market dividends and unlock abundant new business opportunities.

2. Industry growth trajectory: China’s overall overseas expansion market continues to expand. In 2025, total overseas revenue of Chinese listed companies will reach 12.38 trillion yuan, up 13.3% year-on-year; the share of overseas revenue among listed firms has tripled over a decade, and outward foreign direct investment (OFDI) rose 7.1% year-on-year. The continuous expansion of the overall market size leaves abundant growth room for factories venturing overseas.

3. Key takeaways: Factories need to avoid entering the market hastily with insufficient preparation, and align their development pace with their own goals and capabilities. The upcoming "36 Stratagems for Going Global" will unpack shared methodologies for challenges across the entire expansion process, helping factories find an expansion path suited to their own needs.

This article outlines the current development trends of Chinese enterprises going global, clarifying market opportunities and service directions for overseas expansion service providers. Core insights are as follows:

1. Industry trends and market opportunities: Chinese enterprises across all size cohorts are now rushing to expand globally, covering manufacturing, branding, trade and cultural expansion. Firms across every link of the value chain are accelerating their global footprint, and a large number of leading expansion service providers have launched IPOs to scale up their布局. Overall, market demand for expansion-related services continues to climb, leaving broad market space.

2. Clear client pain points: Overseas expansion enterprises generally face dual layers of pain points. Externally, they face high geopolitical barriers, extreme market uncertainty, complex rules and widespread information asymmetry. Internally, most enterprises venture overseas passively and hastily, lacking sufficient reserves in global operation, strategy and compliance, leading to extremely strong and unmet demand for professional services.

3. Solution direction: The upcoming "36 Stratagems for Going Global" draws on traditional Chinese wisdom to build a methodology for global expansion, offering solutions for specific decision-making scenarios across the entire expansion lifecycle. Service providers can align their offerings with this methodology to better match client demand, refine their own service systems, and capitalize on the global expansion boom.

This article outlines the overall ecosystem of China’s overseas expansion, clarifying the demand of expansion enterprises for platform services, as well as opportunities and risks for platform布局. Core insights are as follows:

1. Market demand and opportunities: China’s overseas expansion has formed a full ecosystem matrix covering enterprises of all sizes across all sectors, with demand from leading chain-dominant firms down to micro individual entrepreneurs. Leading channel platforms have already launched their own "build ships to go global" initiatives, and a large number of small and medium-sized expansion enterprises have strong demand for platform-provided services including traffic access, payment, logistics and compliance, leaving abundant room for market growth.

2. Risk warnings: With high global geopolitical barriers and complex market conditions, many expansion enterprises enter the market hastily with insufficient preparation, making blind expansion very common. When recruiting sellers and conducting daily operations, platforms need to remind enterprises to avoid the risks of blind expansion, help them set a suitable development pace aligned with their own capabilities, and reduce the overall operational risk of the platform.

3. Implications for operation direction: Cross-sector integration has become a new trend in overseas expansion, with new ecosystems such as factory-seller partnerships, cultural expansion + cross-border e-commerce, and online-offline integration emerging continuously. Platforms can adjust their operation and recruitment strategies around these new ecosystems to unlock new growth points and adapt to emerging business models.

This article梳理 the latest industrial trends of Chinese enterprises going global, raises new issues and methodological innovations in the field, offering high value for industrial research. Core content is as follows:

1. Latest industrial trends: Chinese enterprise overseas expansion has become the fourth wave of globalization. Unlike the previous three waves led by Europe, the US, Japan and South Korea, China’s current expansion has formed a full-troop, full-sector ecosystem matrix ranging from chain-dominant leading firms to super-large, medium, small and micro enterprises. As of the end of 2025, China has more than 50,000 enterprises operating overseas across 190 countries and regions. In 2025, China’s outward foreign direct investment reached $174.38 billion, up 7.1% year-on-year, and the share of overseas revenue among listed companies tripled over a decade, marking a major shift in the industrial landscape.

2. New industry issues: Overseas expansion now faces a completely new external environment: geoeconomic barriers have been rebuilt, and the fundamentals of the globalization landscape have changed fundamentally. Meanwhile, most Chinese enterprises venture overseas passively, and generally lack sufficient internal preparation for globalization, forming a pattern of internal weakness combined with external challenges. The core contradiction of the current industry is accurately summed up as "no expansion means exit, and haphazard expansion guarantees exit".

3. Business model and theoretical innovation: A large number of new cross-sector integrated business models have emerged in the overseas expansion field, and industry players have begun exploring the integration of traditional Chinese wisdom with expansion practice to build a decision-making methodology adapted to complex environments. This push to integrate Chinese business wisdom with global civilization is a new direction worthy of in-depth research.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

冲击IPO,为全球化布局筹备弹药粮草,已经成为中国出海企业领军企业的集体行动。

6月刚过去第一周,便有数起中国出海企业的IPO新闻密集传来。6月1日,宇树科技科创板IPO申请正式获上交所受理;6月3日,有着“跨境电商第一股“之称的安克创新第二次向港交所主板递交上市申请;6月5日,跨境电商数字化服务商擎天全税通向港交所递交主板IPO招股书。

放眼望去,中国企业出海价值链上各个环节的企业皆在加速跑步入列。「贸行四海」根据企业们创立时的业务形态,将之做了个初步归类。当然这些企业随着发展,目前也都是各自领域的知名领军品牌,而不是仅止于某个环节。

中国出海价值链资本市场图谱
出发生态位 代表企业(已上市+已提交招股书)
制造出身 巨星科技、绿联科技、创想三维等企业早期以代工业务切入海外市场
贸易出身 赛维时代、傲基科技、子不语等等企业早期以电商/传统贸易切入海外市场
品牌出身 影石创新、宇树科技等新一代生而全球化品牌
渠道出身 阿里巴巴、京东、拼多多等企业造船出海
服务出身 连连数字、纵腾网络、米多多等生产服务型企业正在展开全面海外布局
文化出身 蜜雪冰城、布鲁可、52TOYS等将企业掀起文化出海大潮

大量拥有海外业务的企业加速IPO的同时,很多早已登陆资本市场的企业也在不断扩大自身的海外份额。这使得中国上市企业的整体海外业务占比在这十年间骤升。

根据中国上市公司协会数据,2025年有七成左右上市公司披露了境外收入,合计达12.38万亿元,同比增长13.3%,占总营收的22.7%。其中,629家公司境外营收份额超过50%。

十年间,这一比例翻了快三倍。根据Wind数据,2015年A股上市公司海外业务收入约2.54万亿元,占主营业务收入约8.27%。

身处塔尖的上市企业们如此,处于腰部和底座的中国企业也在掀起“布局海内外市场,统筹两处资源“的出海狂潮。

如下图所示,有别于欧洲、美国、日韩先后主导的前三波企业全球化浪潮,当前中国企业出海已形成“链主-超头-中型-小型-微型”全梯队、横跨全域的生态矩阵。

(引自《中国出口跨境电商蓝皮书(2026)》

以企业规模为竖轴,中国企业掀起的第四波全球化浪潮,队伍中既有各大行业领军的链主企业,也有着大量的中小企业,甚至众多的个体创业者。

根据商务部数据,截至2025年底,中国在境外设立企业超过5万家,遍布190个国家和地区。2025年对外直接投资1743.8亿美元,比上年增长7.1%。

以所在领域为横轴,以往各自奔流入海的中国企业正在汇聚成川,相互携手共塑出中国企业全球化价值链。以潮玩、IP联名等为代表的跨境电商与文化出海激荡,以越南市场为代表的当地出海工厂与中国跨境卖家的搭档合作,以非洲批发市场门店+TikTok直播为代表的线上线下联动营销,中国企业间的各类交叉组合正在不断给世界带来新供给、新商业模式、新服务和新惊喜。

不过通往新大陆的航路,从不缺乏惊涛骇浪。“不出海就出局“的另一面,则是”乱出海,必出局“。

当下中国企业出海扬帆,同样有别于前三波欧美日韩企业主导的全球化环境。2005年,《地球是圆的》一书风靡全球,人们相信全球化不可逆转。然而短短二十年后,到了2025年,以美国对全球多国加征新一轮关税为标志,地缘经济壁垒重新高筑,世界已不是那个“平坦的世界”。

早在2024年3月,宁德时代董事长曾毓群就曾对媒体感慨,“出海最大挑战来自于地缘政治,再好的东西走出去会冲击别人市场,别人就会想不同的办法对付我们,这个局面目前没有办法改变。”

同时,“不出海就出局“这个共识的背后,也道出了很多中国企业的无奈与心酸。更多时候,中国企业们出海是被市场逼着走出去,有很多的身不由己,有很多的匆忙,有很多的临战磨枪。

“一边开飞机,一边修飞机”之下,企业很可能犯冲动出海、带着中国思维出海、没有拿上合规这张通行证、将内卷变为外卷等等种种错误。

这就是当下中国企业走向全球要面临的内忧外患。外部充斥着种种不确定性,内部缺乏足够的全球化思想、组织和资源准备。企业既要有笑对“不出海就出局”挑战的胆魄,也要围绕自己的目标和能力,建立自己的节奏,避免“乱出海必出局”的智慧。

如何破局?我们想到了用“出海三十六计”为大家出谋划策。“三十六计”是国人耳熟能详的中华经典,是?《易经》阴与阳、正与奇相互转化在博弈中最具象的表达作品。

三十六计系统归纳了"非线性博弈"思维。所谓“非线性博弈”指的是在信息不对称、规则不明确、多方力量交织的复杂环境中,以迂为直、以静制动、以柔克刚的决策方式——这恰恰是中国企业面对当前全球化变局的真实写照。

可以说三十六计恰恰为当下中国出海人面对复杂的全球化航道,登上新大陆,提供了强大的智慧和心力能量。

传统三十六计划更多是以军事斗争战例来诠释"非线性博弈",对于出海企业来说,要对应到全球化征程上,难以直接场景对应。「贸行四海」经过数年对中国企业出海的跟踪和研究,计划立足真实商业案例,以大家熟悉的“三十六计“概念切入展开,针对中国企业出海遇到的问题,面临的风险与挑战,经过验证具备共性的方法论进行逐一拆解,进行正反案例对比,在属于中国人的大航海时代,与大家一起”隔岸观火“、”以逸待劳“、”擒贼擒王“,拿上新地图登上新大陆。

全书将围绕中国企业出海的全生命周期问题,分为谋定后动、试水跑通等五大阶段,每个阶段以数条计进行诠释。每一计,都将围绕出海人要面临的具体决策场景,来展开分析不确定环境下如何"做决定"。

同时,每条“三十六计”后,我们也将进行中外商业智慧印证。我们认为,世界的顶级智慧都是相通的。中国企业出海,必然带着中国自己的思维与智慧。中国企业的大航海时代,是中国企业走向全球的过程,也是中国思维、中国智慧与全球其他文明的共鉴、激荡、融合、创新的过程。

每一计都是一场文明对话。如果隔岸观火问你"怎么看",中国智慧说"静观其变、待势而动",美国智慧说"Move fast and break things",日本智慧说"腹芸"——用沉默等待传递信号,中东智慧说"Inshallah"——耐心不是策略是信仰。

你看到的不是"中国智慧最正确",是"什么山上唱什么歌"。在日本的商业环境里,你的"快"可能是冒犯;在美国的商业环境里,你的"慢"可能被当成软弱;在中东的商业环境里,你的"急"可能被理解成不真诚。

三十六计的最高智慧,不是教你三十六种赢法,是教你"在你的那座山上,唱你的那首歌"。

对于每一家出海企业、每一位出海人来说,中国思维与海外思维交互的过程,必然是一个艰辛痛苦理解的过程,也是一个有趣共创的过程。欢迎大家与我们分享出海的真实心路历程。我们会努力,去拜访大量的出海企业,去聆听出海人的故事,去记录与分享出海企业们面对时代的不确定性,如何将自身的思与行、目标与资源和节奏,更好地匹配协调,闯出自己的黄金水道。

再次感谢大家的支持与指正。首篇出海三十六计,将以《隔岸观火》为第一计,将在下周正式推出,首发在贸行四海微信公众号。

《出海三十六计》也是继3月18日,贸行四海与中国跨境电商交易会组委会联合出品和发布了《中国出口跨境电商蓝皮书(2026)》后,我们近期都在筹备写一本新书。

注:文/天巫Ted,文章来源:贸行四海(公众号ID:Mzg3ODgyNDc5NQ==),本文为作者独立观点,不代表亿邦动力立场。

文章来源:贸行四海

广告
微信
朋友圈

这么好看,分享一下?

朋友圈 分享

APP内打开

+1
+1
微信好友 朋友圈 新浪微博 QQ空间
关闭
收藏成功
发送
/140 0