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EqualOcean is an investment research firm and information service provider focusing on China's Technology, Automotive and Consumer Internet sectors. With unique research and due diligence methodology, we provide tailored insights into a wide range of industries and companies, empowering our clients' value-added decisions. 

Founded in 2014, EqualOcean is headquartered in Beijing and has offices in Shanghai, Shenzhen and New York.

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🌐 JALA Group: A Perfect Answer to Creating Green Beauty

Exploring green beauty, co-creating a sustainable future.

伽蓝（集团）股份有限公司 JALA GROUP CO. established in 2001, is a digitally-driven biotech beauty enterprise that has successfully incubated and nurtured well-known domestic beauty brands such as MAYSU, CHANDO, Botanical Wisdom, SpringSummer, and BIORRIER. Its new brands include the perfume brand ASSASSINA and the maternity brand imine.

As a leading representative of Chinese beauty enterprises, what efforts has JALA made in ESG development? What experiences can JALA share with the industry in terms of ESG development? How should domestic beauty brands navigate the path of green and sustainable development? As a participant in the international market, how can Chinese beauty enterprises present their "green business card" of ESG to the global market? Below is an excerpt from EqualOcean's conversation with Dr. Jenny CHEN, General Manager of Public Affairs of JALA Group.

Full article by EqualOcean available here: https://lnkd.in/gzm7JcXB

#cosmetics #china #esg

🌐 INMO: No Wires, No Limits, Pure Reality

In the realm of technology today, Augmented Reality (AR) has consistently captured our attention as one of the revolutionary technologies with the potential to reshape our way of life. INMO Technology Limited, (Chinese: 影目科技), one of the frontrunners in the AR glasses domain, has recently unveiled a paradigm-shifting AR eyewear product INMO Go, earning widespread attention.

We had the privilege of interviewing Mr. Lü Yifei, Co-founder and CMO of Impact Vision Technology, to gain insights into the company and the future of AR technology.

Full interview by EqualOcean available here:https://lnkd.in/gCv2Xetk

#china #tech #ar

🌐 The Future Prospects and Historical Echoes of Sino-Egyptian Cooperation

Upon the ancient banks of the Nile, the grand stones of the pyramids stand resilient under the scorching sun, while the desert winds carry echoes of Pharaohs’ songs. Similarly, in the Far East, the Great Wall snakes through hills, a symbol of historical narratives woven into the emerald tapestry of the landscape. Millennia have fluttered by, and both ancient #egypt and China have been shaped by the deep and lengthy passage of time.

Egypt, once a cradle of civilization, is now searching for its renaissance under the dual pressures of history and globalization. Meanwhile, China has metamorphosed into an economic and technological superpower, its influence pulsating to every corner of the globe.

In the tides of globalization, Egypt is emerging as a pivotal bridge for Chinese enterprises and investors venturing into African and European markets. This land of ancient heritage, much like China, has cultivated profound cultural underpinnings that have borne similar societal values. Both peoples cherish family ties, communal harmony, and loyalty—values that form the bedrock of the Sino-Egyptian cultural layer of friendship. For China, Egypt is more than a historical ally; it is a key partner in the unfolding narrative of global economic development.

The forepart of this article primarily analyzes Sino-Egyptian relations and Egypt’s unique cultural, political, and economic landscape. The latter half exemplifies Haier and Dongfeng Motor, studying whether Egypt could be a target nation for Chinese enterprises' overseas expansion.

Full article by EqualOcean available here: https://lnkd.in/dUcx_45S

🌐 The Globalization Journey of Tineco

Lu Xiongwen(陆雄文), Dean of the School of Management at Fudan University, once commented on Tineco: "Tineco is the newborn of the Ecovacs Group. Although he is only 5 years old, he is talented, eager to learn, and likable, and even irresistible." "In some fields, Tineco can be called a'little Huawei '."

In 2018, the "TINECO添可" brand was officially launched. As the pioneer and definer of floor scrubbers, Tineco successfully turned floor cleaning machines into a "billion-dollar product" within just five years. While still being synonymous with floor cleaning machines domestically, Tineco has already introduced a range of smart small appliances overseas, including vacuum cleaners, carpet cleaners, and toasters, with overseas revenue accounting for over 30% of the total revenue.

As a "born challenger," Tineco has now made a lofty pledge, aspiring to become the leading global brand in floor cleaning within the next three years. It aims not only to surpass its sibling brand Ecovacs but also to fearlessly compete with Dyson, the long-standing industry leader. Where does Tineco's courage come from? Along its journey towards global expansion, what has Tineco done right? In order to become a globally recognized brand, what challenges does Tineco still face? The following is the conversation between EqualOcean and the General Manager of Tineco International Division.

To read more: https://lnkd.in/gvUrjvm8

🌐 光储出海：告别“野蛮生长”，如何走上“品牌高地”？

10月17日，TCL中环与沙特Vision Industries（愿景工业，创立于2021年，业务涵盖绿氢、风能、光伏等）签署《联合开发协议》，共同推动在沙特建设晶体晶片项目的开工计划，一期目标产能预计20GW。中国光伏产业全球棋盘再落一子。

2023年上半年，中国光伏产业链主要环节产量均实现高速增长。其中，全国多晶硅、硅片、电池、组件产量再创新高，同比增长均超过65%。光伏产品出口总额达到289.2亿美元，同比增长11.6%，与电动汽车、锂电池并称为外贸“新三样”。

身处光伏产业下游，储能行业起步稍晚，但当下的出海势头不逊于前者。今年以来，瑞普兰钧、蜂巢能源、远景动力、海辰储能、阳光电源、鹏辉能源等一众企业纷纷在海外市场拿下储能大单。根据SNE Research统计，全球储能电池出货量从2021年的44GWh增长到2022年的122GWh，涨幅高达175%，大多数电芯供应商来自中国。2022年，宁德时代、比亚迪、亿纬锂能锁定全球储能电池市场的“前三把交椅”。

欣欣向荣的另一面是产能过剩和同质化严重。度过了前期的粗放阶段，当下光储企业已经进入精细化运营的竞争格局。其中，“全球品牌建设”成为具有前瞻视野的玩家日益重视的话题。

领英在全球与超过15万家光储企业展开合作，领英中国服务了全球500强新能源企业中的35%，在光储行业积累了丰富的实践，对行业的最新商业形态、未来发展趋势、以及参与全球化发展与竞争等方面有深刻的洞见。日前，在领英联合储能领跑者联盟（EESA）举办的“助推品牌全球竞速，共创储能出海新机遇”光储能企业高管私享会上，EqualOcean对领英中国营销解决方案事业部总经理蔡晓丹进行了采访，对于光储行业全球发展与营销的洞察整理如下。

更多采访内容：https://lnkd.in/gPW5cCXq

🌐 Kyligence: Transform the Way People Interact with Data and AI

In the ever-evolving landscape of big data analytics, Kyligence stands out as a formidable player, delivering cutting-edge solutions to streamline multi-dimensional data analysis and empower businesses with data-driven insights.

EqualOcean’s analyst Qinqie recently had the opportunity to interview Mr. Li Dong, Partner and Vice President at Kyligence, and delved into the competitive landscape of big data analytics and Kyligence's strategies for success. In a candid and insightful conversation, Mr. Li shared his views on the evolving trends in the big data analytics arena and Kyligence's approach to capturing opportunities in this dynamic industry.

Full article by EqualOcean available here: https://lnkd.in/d7hW3EAa

#ai #tech #industry

🌐 Long-Termist Go-Global Enterprises Are Now Embracing ESG

In the era of #globalization, an increasing number of #chinese enterprises are expanding their reach beyond domestic borders, a strategy colloquially referred to as "going global".This strategy is is increasingly becoming a narrative of sustainable and responsible growth. As these enterprises venture internationally, they are confronted with a new set of expectations, centered around Environmental, Social, and Governance (#esg) standards.

Investors are increasingly channeling their funds into companies with robust ESG frameworks. According to Bloomberg, Global ESG-driven assets are on track to exceed $53 trillion by 2025, representing more than a third of the $140.5 trillion in projected total assets under management globally. For Chinese enterprises, poor ESG performance can limit access to capital, especially in markets like Europe and North America, where ESG metrics are heavily scrutinized.

Full article by EqualOcean available here: https://lnkd.in/g2uBNW3x

🌐 Syrebo-Siyi Intelligence: Empowering Rehabilitation

Syrebo, a high-tech company founded in 2017, is dedicated to the research, development, production, and sale of rehabilitation robots, providing comprehensive intelligent rehabilitation solutions. In recent years, Syrebo has made remarkable strides, expanding into more than 80 countries and regions, serving over 3,000 medical institutions and 50,000 households, and enhancing the lives of millions.

In an exclusive interview, we delve into critical aspects of Syrebo, including its development challenges, technology trends, global expansion advantages, and future strategic plans.

To read more:https://lnkd.in/gYxbHRFW
#tech #medical

🌐 EqualOcean Founding Partner Yuanpu Huang: Long China, a New Playbook in New Era

On November 10, Yuanpu Huang, the Founding Partner EqualOcean, was invited by CCV  to give a speech on Long China, a New Playbook in New Era in English. He believes that Go Global will be the opportunity of the times for Chinese companies. Here we present the edited transcript.

Key points:
-Intense competition from Chinese businesses may lead to a decline in less competitive firms globally.
-Forward-thinking Western companies should deepen their investment in China, treating it as a hub of innovation and learning from Chinese businesses to stay competitive.
-Investors from the West would do well to increase their stakes in China and its entrepreneurs. Diversifying investments between China and the U.S. is prudent. Furthermore, the growing presence of globally competitive firms founded by Chinese or overseas Chinese entrepreneurs, particularly in the 'new goglobal' sector, presents substantial opportunities.

Full article by EqualOcean available here:https://lnkd.in/d9utHrYf

#china #global #business

🌐 How did MINISO Open over 2,000 Stores After Eight Years of Going Global?

In February of this year, #Miniso 's first flagship store in China opened on Chunxi Road in Chengdu, and the Miniso Fragrance Museum also officially opened. In the same month, at the Miniso Global Brand Strategy Upgrade Conference held in Guangzhou, Chairperson Ye Guofu(叶国富) proposed the goal of becoming a global "super brand" and striving to become "the world's number one in the industry".

What factors have contributed to our ability to expand and grow amidst adversity? How did we establish an early foundation for #global expansion and rapidly increase the number of stores? What does the future hold for Miniso? With these questions in mind, EqualOcean had an insightful conversation with Miniso's Chief Marketing Officer, Liu Xiaobin(刘晓彬). We hope that Miniso's experience in global development can inspire retail brands aspiring to enter #overseas markets.

To read more:https://lnkd.in/gpA_zuPy

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