The U.S. "reciprocal tariffs" took effect on the 7th, facing opposition from multiple parties; ASEAN remained China's largest trading partner in the
This week, the situation in the overseas expansion field has been favorable. The Supreme People's Court has introduced measures to provide legal protection for private enterprises' safe "going global". The total trade value between China and ASEAN has reached 4.29 trillion yuan, and enterprises are accelerating their overseas expansion. Emerging markets have shown outstanding performance: IT spending in the Middle East and North Africa is expected to increase by 9% next year, with AI infrastructure construction being the core driving force.
Enterprises in emerging technology tracks have been actively expanding overseas: JD.com has led the investment in the sixth embodied intelligence company within three months, and Pacini has completed its Series A financing; The AR enterprise "Liangliang Vision" has obtained over 100 million yuan in strategic financing. In terms of industrial trends, the global semiconductor market size is 346 billion US dollars, a year-on-year increase of 18.9%; AI has driven the growth of electricity demand, and the export of power equipment has continued to boom; The main application scenarios for humanoid robots are "performances and guided tours".
Let's read this week's overseas expansion news to learn about the latest trends in going global.
Supreme People's Court: Assist private economic organizations in safe "going global" On August 8th, it was reported that the Supreme People's Court issued the "Guiding Opinions on Implementing the 'Law of the People's Republic of China on Promoting the Private Economy'". It proposed to assist private economic organizations in safe "going global".
Research and formulate opinions on promoting the high-quality development of the International Commercial Court, further improve the "one-stop" international commercial diversified dispute resolution mechanism that organically integrates litigation, arbitration, and mediation, and focus on giving play to the function of cross-border commercial mediation. Provide a more efficient, convenient, and low-cost international commercial dispute resolution mechanism to support and ensure that various private economic organizations actively participate in the joint construction of the "Belt and Road". Timely issue guiding cases on parties' agreement on jurisdiction and choice of applicable foreign laws. Release reports on foreign-related commercial trials and typical cases related to the "Belt and Road" construction to guide "going global" enterprises to actively enhance their risk prevention awareness and encourage them to operate in accordance with laws and regulations. (Official WeChat account of the Supreme People's Court)
US "reciprocal tariffs" took effect on the 7th, opposed by multiple parties On August 7th, the tariff executive order signed by US President Trump took effect, imposing tariffs on dozens of trading partners. Currently, the US has reached trade agreements with the UK, Vietnam, Indonesia, the Philippines, Japan, the EU, South Korea, etc., but there are obvious differences in key details, and there are still many uncertainties in implementation. In addition, more countries have strongly opposed it and are determined to safeguard their own rights and interests. (Xinhua News Agency)
General Administration of Customs: The total trade value between China and ASEAN in the first 7 months was 4.29 trillion yuan, a year-on-year increase of 9.4% On August 7th, 36Kr learned from the data of the General Administration of Customs that in the first 7 months, ASEAN was China's largest trading partner, with a total trade value of 4.29 trillion yuan, a year-on-year increase of 9.4%, accounting for 16.7% of China's total foreign trade value. The EU was China's second-largest trading partner, with a total trade value of 3.35 trillion yuan, a year-on-year increase of 3.9%, accounting for 13% of China's total foreign trade value. The US was China's third-largest trading partner, with a total trade value of 2.42 trillion yuan, a year-on-year decrease of 11.1%, accounting for 9.4% of China's total foreign trade value. During the same period, China's total imports and exports with the countries jointly building the "Belt and Road" reached 13.29 trillion yuan, a year-on-year increase of 5.5%. (General Administration of Customs)
IT spending in the Middle East and North Africa is expected to increase by 9% next year, driven by AI and digital infrastructure On August 6th, according to the latest forecast by international consulting firm Gartner, IT spending in the Middle East and North Africa (MENA) is expected to reach 169 billion US dollars in 2026, an 8.9% increase compared to 2025. Against the backdrop of global economic and geopolitical uncertainties, organizations in the region are accelerating their digital transformation. The rapid popularization of artificial intelligence (AI) and intelligent automation technology applications, as well as the upgrade of AI infrastructure, have become the main driving forces for this growth. (Caixin)
Indonesian e-commerce association suggests providing fiscal and tax incentives for e-commerce platforms The Indonesian E-commerce Association (idEA) has called on the government to provide incentives for e-commerce platforms implementing Article 22 of Regulation No. 37 of 2025 of the Ministry of Finance (PMK). This regulation designates market platforms as withholding agents for income tax (PPh), which will bring significant cost and operational pressure to e-commerce enterprises. Budi Primawan, the secretary-general of idEA, pointed out that platforms need to establish a tax management system, connect data with the Directorate General of Taxation (DGT), and train millions of sellers, involving large investments in technology development, human resources, and infrastructure. Therefore, idEA suggests that the government provide fiscal and non-fiscal incentives. Fiscal incentives include reducing administrative burdens and supporting the construction of tax systems; non-fiscal incentives cover technical support, accelerating system integration, and giving priority to small, medium, and micro enterprises to participate in digital ecosystem development projects. (Baijingchuhai)
Russia introduces new regulations for robot delivery of express parcels On August 6th, it was reported that the Russian Ministry of Economic Development has launched new regulations to standardize robot delivery on urban streets for the first time. The first batch of 368 delivery robots will be put into operation in 37 regions in the first half of the year, completing 310,000 deliveries, and this number will increase to 465 robots/467,000 deliveries in the second half of the year. It is expected that the scale of delivery robots will reach 2,680 within three years. Currently, 150 - 160 robots (all belonging to Yandex) have been put into service in Moscow, Innopolis, etc., completing 30,000 deliveries in Moscow every month, with more than 580 cooperating merchants. In terms of technical parameters, the motor power of the robots should not exceed 4 kilowatts, and the time limit for evacuation in case of failure has been extended from 2 hours to 4 hours. (Yibang Power)
The first Central Asian freight train departs from Wuhan Xianglushan Station. The new rail-water combined transport model helps Hubei-made products accelerate their overseas expansion On August 6th, the 75192 Central Asian freight train departed from Wuhan Xianglushan Station, carrying 51 containers of auto parts directly to Kazakhstan, marking that the station has become the second departure station for China-Europe freight trains in Hubei. This time, a new model of "rail-water combined transport + one-ticket overseas" was adopted. The goods were directly loaded from Wuhan CSP Terminal, eliminating the transfer link, shortening the transportation time by 2 days, and reducing the cost by 15%. Multiple parties collaborated to ensure efficient operation: the railway department optimized the scheduling, the customs implemented "instant release", and logistics enterprises seamlessly connected land and water transportation. The upgrade of Xianglushan Station has strengthened Wuhan's logistics hub function, forming a "dual-core drive" with Wujiaoshan Station, helping Hubei-made products accelerate their overseas expansion. This change not only enhances the international competitiveness of enterprises but also becomes a key measure for Hubei to jointly build the "Belt and Road". In the future, the China-Europe freight train network will continue to be improved to create an efficient international trade channel. (CCTV News)
HEYTEA: The number of overseas stores has increased by more than 6 times in the past year On August 1st local time, HEYTEA's store on Main Street in Cupertino, California, USA, officially opened. Currently, the total number of HEYTEA's overseas stores has exceeded 100. In the past year, the number of HEYTEA's overseas stores has increased by more than 6 times, growing from 2 to more than 30 in the US market. As of now, HEYTEA has entered 8 overseas countries including Singapore, the UK, Canada, Australia, Malaysia, the US, South Korea, and Japan, as well as the Hong Kong and Macao regions of China, covering 28 overseas cities. (36Kr)
McDonald's accelerates its AI layout, with India as the core hub On August 4th, it was reported that McDonald's plans to double the scale of its artificial intelligence application by 2027, and Hyderabad, India, will become its global core office hub. This center will focus on data governance, engineering development, and platform architecture. Currently, McDonald's has deployed an AI order verification system in 400 restaurants and plans to expand it to 40,000 stores globally by 2027. The company also plans to cultivate AI talents in India and is considering setting up a new office in Poland, forming three major operation centers with Mexico and India. (Sina)
"Liangliang Vision" discloses strategic financing of over 100 million yuan for the first time On August 5th, the AR enterprise "Liangliang Vision" confirmed that it completed strategic financing of over 100 million yuan in March 2025. Due to the involvement of multiple key confidential projects, the company officially announced it after achieving phased results. This round of financing was led by Yizhuang Industrial Upgrading Fund, followed by Kunshan State Investment and Shaanxi Jinzi. It is understood that this round of financing will be mainly used in three major areas: accelerating the R & D of the next-generation AR glasses and strengthening core advantages such as AR waveguide display, lightweight design, and long battery life; continuously deepening the layout of the micro-nano optical industry chain and enhancing the independent controllability of core components; cooperating with global industry customers, actively expanding international markets in North America, Europe, and Southeast Asia, building diverse application scenarios, and expanding the channel system. (36Kr)
Amazon continues to expand its drone delivery layout On August 6th, it was reported that the US Department of Transportation and the Federal Aviation Administration (FAA) recently jointly proposed new regulations, intending to cancel the "line-of-sight flight" restriction and allow drones to operate beyond visual range in airspace below 400 feet (about 122 meters), providing legal space for commercial uses such as package delivery and agricultural spraying. Currently, Amazon has obtained FAA authorization to conduct delivery pilot projects and plans to launch a 60 - minute delivery service in Pontiac, Michigan, in the fourth quarter of 2025, delivering goods within a 12 - kilometer radius and weighing no more than 2.3 kilograms. The drones are equipped with obstacle - avoidance sensors and will directly deliver the goods to the courtyard, reducing traffic pressure. (dyn321)
WSTS: The global semiconductor market size in the first half of 2025 reached 346 billion US dollars, a year-on-year increase of 18.9% On August 5th, the World Semiconductor Trade Statistics (WSTS) announced that from January to June this year, the global semiconductor market size reached 346 billion US dollars, a year-on-year increase of 18.9%. In the first quarter, the market size was about 167 billion US dollars, a year-on-year increase of 18.1%; in the second quarter, it was about 180 billion US dollars, a year-on-year increase of 19.6%. In the first half of the year, the market size of logic semiconductors increased by 37%, that of memory semiconductors increased by 20%, that of sensors increased by 16%, and that of analog and micro devices both increased slightly by 4%. (Science and Technology Innovation Board Daily)
AI will strongly drive the growth of electricity demand, and the export of power equipment will continue to boom On August 4th, a research report by CITIC Construction Investment stated that AI will strongly drive the growth of global electricity demand. It is expected that by 2030, the electricity consumption of global data centers will more than double. Recently, overseas big companies have raised their capital expenditure expectations and continued to make high investments in the AI field. With the rapid growth of demand, the supply of power transmission and distribution equipment is generally tight. Chinese power equipment manufacturers have seized the development opportunity. Since 2022, the export of China's primary equipment has continued to boom. From January to June 2025, the year-on-year growth rate of power transformer exports was about 40% or more, continuing the high - growth trend. It is expected that overseas big companies will continue to make high capital expenditures related to AIDC, and domestic leading supporting electrical equipment manufacturers will see the implementation of relevant orders, and the subsequent incremental elasticity will continue to be released. (Jiemian News)
CITIC Securities: The penetration rate of liquid cooling is increasing, and the industry is expanding. It is optimistic about the overseas expansion opportunities of domestic enterprises CITIC Securities said that the thermal design power density of AI servers with customized ASIC chips from Google, Meta, Microsoft, AWS, etc., and NVIDIA GPUs has increased, and the demand for liquid cooling is clear. With the continuous increase in the volume of ASIC chips and NVIDIA GB300, the penetration rate of liquid cooling will increase significantly, and the market space will expand. Domestic liquid - cooling enterprises are excellent in comprehensive capabilities such as technology, product quality, cost, and service. It is optimistic about the potential of domestic enterprises to expand overseas. (36Kr)
The "order wave" of humanoid robots is surging, and performances and guided tours are still the "main battlefield" Recently, several leading players have unexpectedly won large orders. Previously, Zheyuan Robotics and Unitree Technology "shared" a procurement project for the OEM service of bipedal humanoid robots with a total budget of 124 million yuan. Later, Ubtech won a robot equipment procurement project with a total budget of 90.5115 million yuan. Generally speaking, the main application scenarios of the above orders are in interactive service fields such as performance explanations and museum guided tours. The industry believes that starting from the performance and guided - tour scenarios with high attention and low technical thresholds is a common law and a practical choice for the promotion of new technologies, and it is also a necessary foundation and starting point for subsequent expansion into industrial manufacturing and household service scenarios. The "order wave" currently shown by the humanoid robot industry is just a series of footprints on this long - term industrial journey. (Shanghai Securities News)
The 2025 World Robot Conference will open in Beijing, with more than 200 domestic and foreign enterprises participating The conference will open in Beijing on the 8th and will last until the 12th. The theme of the conference is "Make robots more intelligent and embodied intelligence more powerful". (China News Service)
Alibaba Cloud announces that the 2025 Yunqi Conference will be held in Hangzhou from September 24th to 26th, including an AI super trading market, an embodied intelligence sports meeting, and the Flying Festival in the AI era On August 5th, Alibaba Cloud announced that the 2025 Yunqi Conference will be held at the International Convention and Exhibition Center in Yunqi Town, Hangzhou, from September 24th to 26th. This event originated in 2009, evolving from the "First China Website Development Forum" to the "Alibaba Cloud Developers Conference" in 2011, and was officially renamed the "Yunqi Conference" in 2015.
The official poster shows that the 2025 Yunqi Conference includes 3 main forums: the Yunqi Forward - looking Main Forum, the Yunqi Technology Main Forum, and the Main Forum on Incalculable Value. The 2025 Yunqi Conference has a 40,000 - square - meter intelligent technology exhibition area (AI + Hall, Computing Hall, and Frontier Application Hall). It will also host more than 110 special sessions on aggregated topics around AGI, conduct dialogues with post - 00s AI super - product entrepreneurs, provide an AI super trading market, and hold an embodied intelligence sports meeting and the Flying Festival in the AI era. (IT Home)
This article is from the WeChat official account "Hangzhou Qiantang Enterprise Overseas Expansion Service Base". The author is Zhejiang Enterprises Going Global, and it is published with permission from Qiantang.
