In the first half of the year, overseas business became an important engine for the performance growth of many A-share listed companies. Judging from the disclosed semi-annual report data, the overseas revenue scale of many enterprises has risen rapidly, and the overseas revenue of some leading companies has even crossed the 100 billion yuan threshold. Multiple factors, such as the boom in AI computing power construction, demand for overseas energy infrastructure, and booming automobile exports, have jointly driven the sharp increase in overseas revenue of A-share listed companies. Relying on their own endowments, the relevant companies either deeply cultivate mature overseas customers, or explore emerging markets, and continue to export products and services in the fields of optical modules, storage, vehicles, power equipment, etc. Gao Chengyuan, Chairman and CEO of Jingyuan Consulting, said that from a long-term development perspective, listed companies are undergoing three major transformations: first, from “product output” to “capacity export” to establish a full chain layout of R&D, manufacturing, and service in overseas markets; secondly, from “cost advantage” to “brand premium” to build global brand awareness through IP operation and digital marketing; finally, from “fighting alone” to “ecological collaboration,” the main chain enterprises drive upstream and downstream collaborations to go overseas, forming an industrial cluster effect.

Disclaimer:Webull uses external vendor Google Translation Service for news translations where we endeavour to ensure these are correct, however, we recommend that you please double-check this information accordingly. Webull is not responsible for translation errors or issues.