2025-04-15-安永_中国_-中国消费品行业国际化_地缘政治风险及应对策略_24页_5mb

Summary

Purpose and Context

This report examines the challenges and opportunities for Chinese consumer goods enterprises expanding globally amid evolving geopolitical risks and supportive domestic policies. Key enablers include economic transitions, supply chain efficiency, and regulatory support, which provide a foundation for internationalization, while globalization shifts and regional initiatives create growth potential.

Geopolitical Risks

China's consumer goods industry faces significant risks from trade barriers, including high tariffs and non-tariff measures from major economies, disrupting supply chains. Other challenges include supply chain disruptions, political tensions like strained US-China relations, regulatory compliance pressures (e.g., EU AI and data privacy laws), and cultural differences, which can erode consumer trust and market access.

Strategic Responses

To mitigate these risks, China-based firms are advised to implement five key strategies:

1. Diversify market and supply chain layouts to reduce reliance on single regions.
2. Deepen localized operations and enhance regulatory compliance to adapt to varying local norms.
3. Optimize tax planning and manage financial risks for sustainable international growth.
4. Strengthen brand reputation and corporate social responsibility to build consumer trust.
5. Drive innovation and differentiation through technology to create competitive advantages in complex global markets.

Overall Outlook

Despite geopolitical complexities, the Chinese consumer goods industry has substantial global opportunities. By adjusting strategies flexibly and continuously innovating, companies can navigate challenges and harness globalization's benefits with professional support.

For further details, contact the specified individuals at Ernst & Young.