In the first half of this year, overseas business has emerged as a pivotal driver for performance growth among numerous A-share listed companies. Semi-annual reports reveal substantial increases in overseas revenue for many firms, with some industry leaders even surpassing the RMB 100 billion threshold in their international earnings. This surge can be attributed to several factors: the booming construction of AI computing power infrastructure, heightened demand for energy infrastructure overseas, and the robust growth of automobile exports. Capitalizing on their unique strengths, these companies have either solidified their positions in established overseas markets or ventured into emerging ones, continuously exporting products and services across diverse sectors, including optical modules, storage solutions, complete vehicles, and power equipment.

Gao Chengyuan, Chairman and CEO of Tiao Yuan Consulting, emphasized that, from a long-term perspective, the "going global" strategy of listed companies is undergoing three significant transformations. Firstly, there is a shift from mere product exports to capability exports, which entails establishing a comprehensive chain of research and development, manufacturing, and services in overseas markets. Secondly, companies are transitioning from relying solely on cost advantages to pursuing brand premium, enhancing their global brand recognition through IP-based operations and digital marketing strategies. Thirdly, there is a move away from isolated efforts towards ecological collaboration, with leading companies guiding their upstream and downstream partners in global expansion and fostering industrial cluster effects.