2024中国企业出海全景报告：跨境电商与"新三样"引领全球化浪潮
2024中国企业出海全景报告：跨境电商与"新三样"引领全球化浪潮
2024 China Enterprise Globalization Report: Cross-border E-commerce and "New Three" Leading the Globalization Wave
核心观点：2024年成为中国企业全球化进程的关键转折点，跨境电商与新能源汽车、锂电池、光伏产品构成的"新三样"成为出口新引擎，一带一路建设持续深化，中东市场成为新兴增长极。
Key Insight: 2024 marks a critical turning point in the globalization of Chinese enterprises, with cross-border e-commerce and the "New Three" (new energy vehicles, lithium batteries, and photovoltaic products) becoming new export engines. The Belt and Road Initiative continues to deepen, and the Middle East market has emerged as a new growth pole.
一、全球化成为企业共识
1. Globalization Becomes Enterprise Consensus
2024年，中国上市公司海外业务收入达3.83万亿元，同比增长12.84%，显著高于整体营收增速。其中制造业海外收入占比达18.91%，提升1.73个百分点。
In 2024, the overseas business revenue of Chinese listed companies reached 3.83 trillion yuan, a year-on-year increase of 12.84%, significantly higher than the overall revenue growth rate. The overseas revenue of the manufacturing sector accounted for 18.91%, an increase of 1.73 percentage points.
二、跨境电商蓬勃发展
2. Rapid Development of Cross-border E-commerce
2024年前三季度跨境电商进出口规模创1.88万亿元历史新高，同比增长11.5%。全国已建设海外仓超2500个，面积超3000万平方米。
In the first three quarters of 2024, cross-border e-commerce import and export scale hit a record high of 1.88 trillion yuan, a year-on-year increase of 11.5%. China has built more than 2,500 overseas warehouses with an area exceeding 30 million square meters.
三、"新三样"领跑出口
3. "New Three" Lead Exports
新能源汽车、锂电池、光伏产品前三季度出口7578.3亿元，覆盖200多个国家和地区。其中新能源汽车出口92.8万辆，同比增长12.5%。
The export of new energy vehicles, lithium batteries, and photovoltaic products in the first three quarters reached 757.83 billion yuan, covering more than 200 countries and regions. Among them, the export of new energy vehicles reached 928,000 units, a year-on-year increase of 12.5%.
四、一带一路成果丰硕
4. Fruitful Achievements of the Belt and Road Initiative
2024年前11个月，中国对共建"一带一路"国家进出口18.74万亿元，增长6%。中欧班列累计开行突破10万列，货值超4200亿美元。
In the first 11 months of 2024, China's import and export with Belt and Road countries reached 18.74 trillion yuan, an increase of 6%. The China-Europe Railway Express has cumulatively operated more than 100,000 trains, with a cargo value exceeding 420 billion US dollars.
五、中东市场异军突起
5. The Middle East Market Emerges
2024年上半年中国对中东乘用车出口42万辆，同比增长46.2%，成为最大汽车出口目的地。新能源汽车占比达19.6%。
In the first half of 2024, China's passenger vehicle exports to the Middle East reached 420,000 units, a year-on-year increase of 46.2%, making it the largest automobile export destination. New energy vehicles accounted for 19.6%.
六、TEMU全球化加速
6. TEMU's Globalization Accelerates
Temu已覆盖27个欧盟国家，月活用户达9200万，超越亚马逊和速卖通。预计2024年欧洲营收将达196.1亿美元。
Temu has covered 27 EU countries with monthly active users reaching 92 million, surpassing Amazon and AliExpress. It is estimated that European revenue will reach 19.61 billion US dollars in 2024.
七、全球贸易新挑战
7. New Challenges in Global Trade
特朗普当选可能对中国商品征收60%关税，专家预测这将使美国从中国进口减少85%，全球供应链面临重构。
Trump's election may impose a 60% tariff on Chinese goods. Experts predict this will reduce US imports from China by 85%, and global supply chains will face reconstruction.
趋势展望：2025年，中国企业出海将呈现"多元化布局、本土化运营、产业链协同"三大特征，新能源、数字经济、高端制造将成为重点领域。
Trend Outlook: In 2025, Chinese enterprises going global will show three characteristics: "diversified layout, localized operation, and industrial chain coordination". New energy, digital economy, and high-end manufacturing will become key areas.
