The "tariff truce" between China and the United States is extended for another 90 days; China's total computing power ranks second in the world; The
This week, positive signals have been released in global economic and trade cooperation: The joint statement of the China-US economic and trade talks in Stockholm announced an extension of the tariff truce for 90 days; The National Bureau of Statistics made it clear that there are favorable conditions for export growth in the second half of the year; China's computing power scale ranks second in the world, effectively boosting digital expansion overseas.
In the technology field, Zhipu Robotics open-sourced Genie Envisioner, the world's first robot world model platform, leading a new wave of AI empowerment for robots; The consumer track has shown excellent performance - the overseas sales of domestic beauty products on AliExpress have soared by 100% year-on-year, attracting more than 20 brands to expand the market collectively; In the first half of the year, China's household appliance export volume reached $68.78 billion, a year-on-year increase of 6.2%. It is worth noting that the global smart glasses market is expected to experience an explosive growth of 110% in 2025, and technology-driven categories are becoming a new blue ocean for overseas expansion.
Let's read this week's overseas expansion news to learn about the latest trends in overseas expansion.
National Bureau of Statistics: There are many favorable conditions for China's export growth in the second half of the year On August 15, Fu Linghui, a spokesperson for the National Bureau of Statistics, said at a press conference held by the State Council Information Office that since the beginning of this year, in the face of the drastic changes in the international trade environment, China's goods imports and exports have shown strong resilience and vitality. In the second half of the year, there are still many favorable conditions for China's export growth: First, the effectiveness of foreign trade diversification continues to be demonstrated; Second, the competitiveness of export commodities has increased; Third, the vitality of many foreign trade enterprises is relatively strong. Generally speaking, although the world economic growth is weak and there are many external unstable and uncertain factors, which bring certain pressure to China's foreign trade development and increase the operating difficulties of foreign trade enterprises, China's promotion of high-level opening up will not change, and the obvious advantages of a complete industrial system will continue to support the stable development of foreign trade. (People's Daily Financial News)
Joint Statement of the China-US Economic and Trade Talks in Stockholm According to news on August 12, considering the talks in London from June 9 to 10, 2025, and the talks in Stockholm from July 28 to 29, 2025; The two sides recalled the commitments made under the Geneva Joint Statement and agreed to take the following measures before August 12, 2025:
1. The United States will continue to modify the implementation of the ad valorem tariffs imposed on Chinese goods (including goods from the Hong Kong Special Administrative Region and the Macao Special Administrative Region) as stipulated in Executive Order No. 14257 on April 2, 2025. Starting from August 12, 2025, the implementation of the 24% tariff will be suspended again for 90 days, while retaining the remaining 10% tariff imposed on these goods as stipulated in the executive order.
2. China will continue (1) to modify the implementation of the ad valorem tariffs imposed on US goods as stipulated in the Announcement No. 4 of the Tariff Commission in 2025. Starting from August 12, 2025, the implementation of the 24% tariff will be suspended again for 90 days, while retaining the remaining 10% tariff imposed on these goods; And (2) in accordance with the agreement in the Geneva Joint Statement, take or maintain necessary measures to suspend or cancel non-tariff countermeasures against the United States. (Xinhua News Agency)
National Data Bureau: China's total computing power scale ranks second in the world According to a report on August 14, Liu Liehong, a member of the Leading Party Members' Group of the National Development and Reform Commission and the Director of the National Data Bureau, introduced at a press conference on the series of themes of "High-quality Completion of the 14th Five-Year Plan" held by the State Council Information Office on August 14 that during the 14th Five-Year Plan period, China's digital infrastructure has achieved remarkable development. China's digital infrastructure is in a leading position in the world in terms of scale and technology. As of the end of June 2025, the total number of 5G base stations has reached 4.55 million, and the number of gigabit broadband users has reached 226 million. The total computing power scale ranks second in the world, effectively driving economic and social development. (China News Network)
The average tariff rate in the United States has significantly soared to 20.11%
The tariff tracking tool jointly developed by the World Trade Organization and the International Monetary Fund shows that as of the 7th, the trade-weighted average tariff rate of the United States on all global products has risen to 20.11%, significantly higher than 2.44% at the beginning of the year. The data shows that the simple average tariff rate of the United States on all global goods has risen from 2.08% at the beginning of the year to 17.39% on the 7th. The globally affected trade volume has soared from $288.46 billion at the beginning of the year to the current $2.747 trillion. The Yale University Budget Lab, which has been tracking the impact of US tariff policies for a long time, released a report on the 7th, showing that with the further adjustment of US tariff policies, its average effective tariff rate has now reached 18.6%, the highest level since 1933. The US government announced on July 31 the tariff rates applicable to goods imported from 69 trading partners. The new tariff rates came into effect on August 7. (Xinhua News Agency)
Hainan opened a new "Yangpu - Kota Kinabalu, Malaysia - Batam, Indonesia" route On August 14, Hainan opened a new foreign trade route of "Yangpu - Kota Kinabalu, Malaysia - Batam, Indonesia". On the same day, the "Makassar" vessel loaded with goods set sail from the Yangpu International Container Terminal and headed for Kota Kinabalu Port in Malaysia. This route uses Yangpu Port as a key node, connecting Kota Kinabalu Port in Malaysia, Batam Port in Indonesia, and Singapore Port, establishing a new direct connection channel between China and the Southeast Asian market. (China News Service)
Brazil will provide $5.6 billion to help exporters cope with US tariffs According to news on August 12, Brazilian President Luiz Inácio Lula da Silva said that the Brazilian government will provide 30 billion reais (approximately $5.55 billion) in credit as part of a plan to support export enterprises affected by US tariffs. When interviewed by the local news media BandNews, Lula said that this is the initial amount to help exporters and added that the package will also include support through government procurement. (Global Market Report)
Vietnam launched its first international B2B e-commerce platform targeting the US market According to news on August 11, Ho Chi Minh City launched VietnamUSA.Arobid.com, the first international B2B e-commerce platform to support Vietnamese enterprises in exploring the US market. The platform was jointly founded by Arobid Technology and Ocean USA, adopting a model that combines virtual exhibitions with cross-border transactions and integrating digital technology, data traceability, and ESG evaluation functions.
Vu Ba Phu, the Director of the Vietnam Trade Promotion Agency, pointed out that the United States is Vietnam's largest export market, with an export volume of $132 billion in 2024; Currently, with the rise of global trade protectionism and the increase in logistics costs, and the stricter standards in the US market, this platform is a strategic measure for Vietnamese enterprises to cope with challenges, which is in line with the country's digital transformation and sustainable export strategy. Tran Van Chin, the Chairman of Arobid, said that the platform will help Vietnamese enterprises break through the barriers of digitalization, capital, and ESG compliance and connect with new logistics partners in the United States to optimize transportation. At the event, the platform has signed cooperation agreements with many partners. (Yibang Power)
Zhipu Robotics released Genie Envisioner, the industry's first open-source robot world model platform
According to Zhipu Robotics, Zhipu Robotics launched Genie Envisioner (GE), a unified world model platform for real-world robot control. Different from the traditional fragmented pipeline model of "data - training - evaluation", GE integrates future frame prediction, strategy learning, and simulation evaluation into a closed-loop architecture centered on video generation for the first time, enabling robots to complete end-to-end reasoning and execution from "seeing" to "thinking" and then to "acting" in the same world model. (36Kr)
The overseas sales of domestic beauty products on AliExpress increased by 100% year-on-year, and more than 20 brands settled in collectively According to news on August 11, the data of AliExpress, a cross-border e-commerce platform under Alibaba, shows that in the past year, the overseas sales of domestic beauty products have increased by 100% year-on-year, and Europe, Mexico, Brazil, and Japan are the main growing markets. The platform has launched a full-process solution for the overseas expansion of beauty products, which has recently attracted more than 20 domestic beauty brands such as Ruyi, Judydoll, Flower Knows, Fanx, and Joocyee to settle in collectively. (36Kr)
Affected by tariffs, Xiaomi regained the top spot in the Southeast Asian smartphone market According to news on August 13, affected by the continuous impact of tariff uncertainties, the Southeast Asian smartphone market decreased by 1% year-on-year in the second quarter of 2025, with a shipment volume of 25 million units.
Among them, Xiaomi regained the top spot for the first time in four years, with a shipment volume of 4.7 million units and a market share of 19%, a year-on-year increase of 8%, thanks to the sales growth of the Redmi series and the expansion of its channel coverage. Transsion ranked second with a shipment volume of 4.5 million units and a market share of 18%. Driven by the release of new products in the entry-level model portfolio, its shipment volume increased by 17% year-on-year. Samsung ranked third with a shipment volume of 4.3 million units and a market share of 17%, a year-on-year decrease of 3%. However, in markets such as Vietnam and Singapore, due to the improved value proposition of the Galaxy A06 5G and A16 5G models, the demand for its 5G models has increased. Affected by the intensified competition in the entry-level market, OPPO (excluding OnePlus) ranked fourth, with a shipment volume of 3.5 million units and a market share of 14%, a year-on-year decrease of 19%. Vivo ranked fifth with a shipment volume of 2.8 million units. (Canalys Research Report)
Latest overseas sales: Leapmotor firmly ranked first among new forces in exports from January to July 2025 Recently, according to the 2025 national export sales ranking of new force brands on Yiche, Leapmotor firmly ranked first in the cumulative export sales of Chinese new force brands from January to July 2025 with a result of 24,980 units, achieving remarkable results in its internationalization strategy. In addition, in terms of overall global sales, Leapmotor has firmly ranked first among Chinese new force brands for five consecutive months. In July, the delivery volume reached 50,129 units, making it the only new force in car manufacturing that exceeded 50,000 units in delivery in July. (JRJ.com)
Alipay joined hands with Thunderbird AR glasses to create the world's first full-color glasses payment On August 14, according to the WeChat official account of Thunderbird Innovation, Thunderbird Innovation and Ant Group announced a strategic cooperation, joining hands to create an innovative digital payment integration solution for the global market and promoting the implementation of AI and AR glasses technology in scenarios such as local life, mobile payment, and cross-border consumption. As an important result of this cooperation, the Thunderbird X3 Pro is the world's first AI glasses that support the "Alipay Tap" device. Without using hands, users can complete the entire payment process on the glasses by just looking at the small blue ring of Alipay or the payment code, truly realizing "payment with a glance". (Daily Economic News)
Alibaba.com's "Overseas Stock" model shortens the cycle of large orders and covers 28 countries in Europe and the United States According to news on August 13, Alibaba.com launched the "Overseas Stock" model. Merchants stock up in overseas warehouses in advance, and customers can quickly obtain samples, greatly shortening the decision-making cycle. It is understood that Alibaba.com's "Overseas Stock" model covers the United States and 27 European countries. Any foreign trade merchant with overseas warehouses or third-party warehouse inventory can join. Alibaba.com will provide a set of order growth solutions integrating traffic, conversion, and fulfillment for these merchants. (36Kr)
Zhongtong Bus: The overseas market share continues to increase When answering investors' questions on the interactive platform on August 14, Zhongtong Bus said that the company adheres to a customer-oriented approach to meet market demand, and its product range covers various segments such as 5.5 - 27-meter road buses, city buses, tourist buses, group buses, high-end business vehicles, school buses, logistics vehicles, and special vehicles. With the continuous exploration of the overseas market, Zhongtong Bus's overseas market share continues to increase, and it has become one of the representative brands in the global bus industry. (Securities Daily)
Geely Auto set a goal of more than 30% quarter-on-quarter growth in the overseas market in the second half of the year On August 14, at Geely Auto's 2025 mid-year performance meeting, Gan Jiayue, the CEO and Executive Director of Geely Auto Group, revealed the outlook goal for the overseas market, saying that there will be more than 30% quarter-on-quarter growth in the second half of the year. Gan Jiayue said that overseas development is listed as a priority project of the group, and organizational flattening reform has been carried out. Five overseas regions have been established globally to uniformly dispatch back-office resources. In terms of product planning, in the future, the export will adhere to the strategy of combining fuel-powered and electric vehicles, and different product strategies will be formulated according to different regions. (Hexun Finance)
The market for tendon rope sleeves in humanoid robots will reach 1.02 billion yuan
According to news on August 14, a research report released by CITIC Securities pointed out that mainstream domestic and foreign humanoid robot manufacturers, including Tesla, generally adopt the tendon rope sleeve design. It is estimated that by 2030, the global market scale of tendon rope sleeves for humanoid robots will reach 1.02 billion yuan. CITIC Securities believes that the market has not fully recognized the importance of this segment at present and suggests paying attention to manufacturers that have deployed sleeve technology or may enter this field. (CITIC Securities)
The global smart glasses market soared by 110% in the first half of 2025 According to news on August 12, a report shows that the global smart glasses market shipment volume increased by 110% year-on-year in the first half of 2025. This significant growth is mainly driven by the strong demand for Ray-Ban Meta smart glasses, and the entry of new players such as Xiaomi and Thunderbird Technology (TCL-RayNeo) and small brands has further promoted market expansion. (Counterpoint)
China's white goods exports to Italy "doubled", and high temperatures baked out a new growth pole The "Analysis Report on China's Household Appliance (White Goods) Exports in the First Half of 2025" recently released by the China Chamber of Commerce for Import and Export of Machinery and Electronic Products shows that in the first half of this year, China's cumulative exports of household appliance products to the world reached $68.78 billion, a year-on-year increase of 6.2%. Among them, Italy is the ninth-largest global market for China's white goods exports and the second-largest market in the EU after Germany. (China Household Appliance Network)
IDC: The shipment volume of the Bluetooth headset market increased by 7.5% year-on-year in the first half of 2025 According to a report on August 14, according to IDC's "Monthly Shipment Tracking Report of China's Wireless Headset Market, June 2025", the shipment volume of China's Bluetooth headset market was approximately 59.98 million units in the first half of 2025, a year-on-year increase of 7.5%. Among them, the shipment volume of the true wireless headset market was 38.31 million units, a year-on-year increase of 8.0%; The entry-level market is still the main driving force, and the high-end flagship market has recovered to some extent. The shipment volume of the open-style market was 14.22 million units, a year-on-year increase of 20.1%. The growth momentum has shifted from scale to quality, and the trend of product upgrading has initially emerged. Driven by the demand for e-sports, learning, and office work, the shipment volume of the over-ear headset market was 4.13 million units, a year-on-year increase of 30.1%. Among them, entry-level products have significantly driven the market. (People's Daily Financial News)
Wang Xingxing of Unitree Technology: As long as AI technology continues to progress, the robot industry will develop better and better Recently, at the headquarters of Unitree Technology in Hangzhou, Zhejiang, a reporter from People's Daily interviewed Wang Xingxing, the founder of Unitree Technology. He said that it is still a long way for humanoid robots to enter people's lives and every household. The industry is currently in its early stage. Therefore, we start from some small aspects, such as scientific research and education, service display, simple industrial applications, and for AI companies to use for development.
The biggest problem for the large-scale implementation and application of humanoid robots is that the AI level of robots is not high enough and has not reached the critical point. This is a common problem around the world and also what everyone is working hard on. There may be breakthrough progress in the AI field at any time, and technological leaps are very common. Problems that cannot be solved at present may suddenly be solved at a certain moment in the future. As long as AI technology continues to progress, the robot industry will develop better and better. (People's Daily)
The 2025 Cross-Border Trade Fair opened on August 15, and the number of participating platforms reached a new high The Cross-Border Trade Fair will be held at the Canton Fair Complex from August 15 to 17, with the theme of "New Kinetic Energy for Foreign Trade, New Future for Digitalization". More than 1,000 high-quality supply chain enterprises, more than 40 major domestic and foreign cross-border e-commerce platforms, and 200 ecological chain service providers will participate. (21st Century Business Herald)
From the WeChat official account "Hangzhou Qiantang Enterprise Overseas Expansion Service Base", Author: Zhejiang Enterprises Going Global. Published with the authorization of Qiantang.
