Guangdong&listed companies shift from selling to making and buying globally

B站影视 电影资讯 2025-09-16 21:55 1

摘要:"Already overseas or on the move"—this is becoming a vivid snapshot of Guangdong's listed companies venturing abroad. According to

"Already overseas or on the move"—this is becoming a vivid snapshot of Guangdong's listed companies venturing abroad. According to the data, among the 902 listed enterprises in Guangdong that released their 2025 interim reports, 558 recorded overseas revenue in the first half of the year, totaling 936.099 billion yuan. More than 60% of these companies have expanded into overseas markets. The number of Guangdong companies going global ranks first in China, and overseas business revenue ranks second, just behind Beijing.

Driven by industrial structure upgrades, the "new trio" of foreign trade, including new energy vehicles, lithium batteries, and photovoltaic products, is gaining traction overseas and selling well worldwide. BYD reported overseas revenue of 135.358 billion yuan in the first half of 2025, a year-on-year increase of 50.49%, accounting for 36.46% of its total operating revenue. GAC Group posted overseas revenue of 6.696 billion yuan in the first half of 2025, up 20.56% year-on-year. Meanwhile, photovoltaic equipment supplier Shenzhen S.C New Energy Technology Corporation achieved overseas revenue of 2.014 billion yuan in the same period.

Building global production bases is central to manufacturers' overseas development. In April 2025, Welling Auto Parts, under Midea Industrial Technology, officially launched its North American manufacturing base in Mexico. Currently, Midea Industrial Technology operates 28 global smart factories and has established 31 R&D and testing centers in many countries such as China, India and Japan.

In addition,Guangdong's listed companies are also accelerating global expansion through cross-border mergers and acquisitions, covering fields such as new energy, high-end manufacturing, and pharmaceuticals. For example, Livzon Group, a leading biopharmaceutical enterprisein Zhuhai, recently announced that its wholly-owned overseas subsidiary LIAN SGP plans to acquire a 64.81% stake ina listed Vietnam company Imexpharm Corporation (IMP) for about 1.587 billion yuan, aiming to support Livzon's long-term strategy of international and sustainable development in the pharmaceutical sector.

从“卖全球”到“全球造”“全球买”,广东上市军团正加速出海

“不是在海外,就是在路上”,这正成为广东上市军团出海的生动写照。数据有力印证了这一点:902家发布2025年半年报的上市粤企里,558家上半年录得境外收入,合计9360.99亿元,超过六成企业开启了海外版图,出海公司数量位居全国第一,境外业务收入规模仅次于北京居全国第二。

在产业结构升级的推动下,新能源汽车、锂电池、光伏产品等外贸“新三样”扬帆出海、畅销全球。比亚迪2025年上半年境外业务收入为1353.58亿元,较去年同期增速高达50.49%,占营业收入比重达到36.46%;广汽集团今年上半年境外地区营收66.96亿元,同比增长20.56%;又如光伏设备供应商捷佳伟创上半年海外业务实现收入20.14亿元。

生产基地全球化是制造企业出海的核心布局。今年4月,美的集团工业技术事业群旗下威灵汽车部件位于墨西哥的北美制造基地正式启动。目前,美的工业技术全球智能工厂数量已达28家,并在中国、印度、日本等地建成31个研发试验中心。

此外,广东上市公司还通过跨境并购加速全球化布局,涵盖新能源、高端制造、医药等领域。例如,珠海生物医药龙头企业丽珠集团日前宣布,其境外全资附属公司LIAN SGP拟斥资约人民币15.87亿元收购越南上市公司Imexpharm Corporation(简称IMP公司)64.81%股份,目的是支持其在医药领域国际化及可持续发展的长期战略。

文 | 记者 莫谨榕 实习生 贾瀚阳

译丨盛嘉

英文审校丨王枥焓

来源:羊城派

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