I. Overseas Market News

Characteristics of Chinese Enterprises’ Global Expansion in 2025:Wider industry coverage, more diversified target markets, heavier investment in technology, and stricter compliance challenges.

The industrial scope of Chinese enterprises going global continues to expand, ranging from retail e-commerce, tea beverages, and entertainment, to AI, automobiles, and hardware.Target markets have become more diversified: Southeast Asia, the Middle East, Latin America, and Africa have emerged as major sources of incremental growth, while Europe and the United States remain strategically important markets with high thresholds and high value.A key shift: compliance challenges have grown more severe.

The advantages of China’s AI going global have extended to the application layer, forming a product matrix among the world’s first tier.Among the world’s top 50 generative AI mobile applications, 22 are developed by Chinese companies. (EqualOcean)

II. Global Trade Regulations

1.The White House announced a 25% ad valorem tariff on imports of certain semiconductors, semiconductor manufacturing equipment, and related products.

Covered products include the NVIDIA H200 AI processor, AMD MI325X, and similar semiconductors. (Zhejiang Council for the Promotion of International Trade)

2.Canada has reduced tariffs on imported electric vehicles from China, eliminating the 100% surtax.A yearly quota of 49,000 vehicles will be eligible for the 6.1% MFN tariff rate. (Jiangsu Council for the Promotion of International Trade)

3.The Ministry of Finance and the State Taxation Administration recently issued several announcements on VAT and excise tax refund (exemption) policies for export businesses.Nine categories of scenarios are recognized as deemed exports, eligible for VAT refund (exemption) treatment. (Trade Law Channel)

III. Foreign Trade News

1.Mexico has imposed a provisional anti-dumping duty on hollow profile imports from China at a rate of USD 1.88 per kilogram.

The relevant product under TIGIE tariff code: 7604.21.01. (China Trade Remedy Information Network)

2.The European Commission has launched an in-depth investigation into the EU operations of a major Chinese wind power company under the Foreign Subsidies Regulation (FSR), examining whether the firm benefited from potential foreign subsidies. (European Union Chamber of Commerce in China)

3.Indonesia's Ministry of Trade has issued new regulations explicitly banning the import of 12 broad categories of goods, covering home appliances, textiles, food grains, pharmaceuticals, environmental protection products and other sectors. The ban applies to both bonded zones and free trade zones. (Beijing Daily)