UBS：中國科技企業海外營收預計於 2030 年創新高

閱讀原文： SCMP Technology

#market-trends#global-expansion#china-techchinese-tech-sectorubs

了解中國科技競爭力如何重塑 2030 年電力與汽車產業的全球市佔率。

30 秒速覽

有什麼變化

預計到 2030 年，中國企業的海外營收佔比將達到 25%。

為什麼重要

此趨勢顯示中國科技密集型產業的全球市佔率將顯著提升，可能改變國際市場的競爭格局。

下一步行動

密切關注中國電動車與電力科技企業的擴張策略，以識別您目標市場中的潛在合作機會或競爭威脅。

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關鍵要點

•預計到 2030 年，中國企業的海外營收佔比將達到 25%。
•增長主要受電力與汽車製造技術進步的推動。
•去年海外營收貢獻率為 18.7%。
•技術競爭力是推動全球擴張的主要催化劑。

關鍵數字2.8%77.7%$20 billion25%

深度解析

背景與延伸：來自公開資料，非原文內容。引用 17 個來源。

增強重點摘要

•The current wave of Chinese firms' global expansion is increasingly driven by 'bottom-up' profit motivations due to intense domestic market competition, shifting from previous 'top-down' policy pushes.
•China's investment in research and development (R&D) reached 2.8% of its GDP last year (2025), surpassing the OECD average for the first time, with enterprises contributing 77.7% of the total R&D expenditure in 2024.
•Chinese companies are evolving their overseas expansion into a 'Globalization Strategy 2.0 phase,' which emphasizes localizing operations and supply chains in international markets, including adopting a 'China plus One' model to diversify manufacturing beyond the home market.
•Overseas markets are proving to be more profitable for Chinese firms, offering higher margins compared to the increasingly saturated domestic market.
•China's clean technology exports, particularly electric vehicles (EVs) and batteries, reached a record high of $20 billion in August 2025, with significant growth observed in emerging markets across ASEAN, Africa, Latin America, and the Middle East.

技術深入

Chinese leadership in EV battery technology includes advancements in LFP (lithium iron phosphate) and sodium-ion battery roadmaps.
Chinese BEVs achieved price parity with fossil fuel vehicles in 2024, accelerating their market penetration.
China leads globally in ultra-high voltage (UHV) technology for power transmission, though this is primarily dominated by state-owned enterprises with limited overseas revenue.
The Chinese power quality equipment market is projected to reach $7,246.6 million by 2030, with Uninterruptible Power Supply (UPS) being the largest and fastest-growing segment.
Huawei is developing a proprietary 'LogicFolding' technology for 1.4-nanometer chips, with production planned by 2031, aiming to reduce the technology gap with global leaders.
Exports of high-powered diesel generator sets from China, particularly those used for data centers, surged over 130% in the first two months of 2026, driven by global AI infrastructure demand.

前景展望基於引用來源的 AI 分析

Chinese firms will increasingly prioritize localization and diversified supply chains to mitigate geopolitical risks and protectionist policies.

The shift to a 'Globalization Strategy 2.0' and the adoption of a 'China plus One' model indicate a strategic response to trade tensions and regulatory complexities in developed markets.

China's technological leadership in green tech (EVs, batteries, solar) will solidify its position in global emerging markets.

Record cleantech exports and strong growth in developing regions suggest these markets are key drivers for Chinese tech expansion, leveraging cost advantages and advanced solutions.

Domestic R&D investment will continue to narrow the technology gap with global leaders, particularly in advanced manufacturing and AI.

China's R&D to GDP ratio exceeding the OECD average and government plans like the 15th Five-Year Plan emphasize technological self-reliance and AI adoption across industries.

時間線

2001

China joins the World Trade Organization (WTO), significantly accelerating its integration into global trade.

2003

Overseas revenue contribution for mainland-listed non-financial firms was at a low point, from which the projected 25% by 2030 would be the highest level.

2017

The Chinese government releases the 'New Generation Artificial Intelligence (AI) Development Plan,' encouraging its technology companies to pursue a 'going out' strategy.

2019

China's per capita GDP surpasses $10,000, a threshold historically associated with a surge in businesses expanding overseas in developed countries.

2024

Chinese battery electric vehicles (BEVs) achieve price parity with fossil fuel vehicles for the first time.

2025

China's R&D to GDP ratio reaches 2.8%, exceeding the average of the Organisation for Economic Cooperation and Development (OECD) for the first time.

2025

The share of overseas revenue for Chinese mainland-listed firms reaches a record high of nearly 17%.

2001
China joins the World Trade Organization (WTO), significantly accelerating its integration into global trade.
2003
Overseas revenue contribution for mainland-listed non-financial firms was at a low point, from which the projected 25% by 2030 would be the highest level.
2017
The Chinese government releases the 'New Generation Artificial Intelligence (AI) Development Plan,' encouraging its technology companies to pursue a 'going out' strategy.
2019
China's per capita GDP surpasses $10,000, a threshold historically associated with a surge in businesses expanding overseas in developed countries.
2024
Chinese battery electric vehicles (BEVs) achieve price parity with fossil fuel vehicles for the first time.
2025
China's R&D to GDP ratio reaches 2.8%, exceeding the average of the Organisation for Economic Cooperation and Development (OECD) for the first time.
2025
The share of overseas revenue for Chinese mainland-listed firms reaches a record high of nearly 17%.