东南亚（SEA）食品和饮料连锁店如何在中国蓬勃发展

Overview of China-ASEAN trade relations1.Theshift of supply chain from China to ASEAN2.Implications of key trade agreements3.Deep dive into the six chosen ASEAN countries4.5.Potential business developmentsCONTENT OUTLINE7.AboutDaxueConsulting6.General perception of China 203212638106125118 3Overview of China-ASEANtrade relations © 2023 DAXUE CONSULTINGALL RIGHTS RESERVEDTimeline of China-ASEAN relations (1/3)China established diplomatic relations with ASEAN countries in the 1990s.Chinese Foreign Minister QianQichenattended the 24th ASEANForeign Ministers' Meeting inKuala Lumpur, marking the startof the China-ASEAN dialogue.China became a full dialoguepartner of ASEAN.The first informal China-ASEANSummit convened and the firstASEAN Plus Three Summit (China,Japan and South Korea) were heldin Malaysia.China and ASEAN signed:1)A framework agreement oncomprehensive economic cooperation,in which they agree to launch theChina-ASEAN Free Trade Area2)The Declaration on the Conduct ofParties in the South China Sea.199119961997Commemoration of the30thAnniversaryof ASEAN-China Dialogue in2021 2002 © 2023 DAXUE CONSULTINGALL RIGHTS RESERVEDTimeline of China-ASEAN relations (2/3)In 2009, China overtook US and Europe to become ASEAN’s largest trading partner.2007200820092010China and ASEAN signed anagreement on trade inservices.AmbassadorXueHanqinwas appointed China's firstambassador to ASEAN.China and ASEAN signed afree trade agreement oninvestment.The China-ASEAN FTA wasestablished on schedule.With a combined populationof 1.9 billion people, the areais the largest amongdeveloping countries.= diplomatic mission to a major 2012China launched a permanentmission in ASEAN.Permanent missioninternational organization © 2023 DAXUE CONSULTINGALL RIGHTS RESERVEDThe22nd ASEAN-China Summit was held. ThePlan of Action to Implement the Joint Declarationon ASEAN-China Strategic Partnership for Peaceand Prosperity (2021-2025) was formulated.Joint statements on Synergizing BRI and theMaster Plan on ASEAN Connectivity were issued.Timeline of China-ASEAN relations (3/3)The Belt Road Initiative (BRI) andRegional Comprehensive Economic Partnership(RCEP) catalysed further cooperation betweenChina and ASEAN countries.201620172018FirstLancang-Mekong CooperationLeaders’Meeting was held inSanya,Hainan, marking the start of theLancang-Mekong cooperation.Designated as the ASEAN-China Year of TourismCooperation.15th Anniversary of ASEAN-Chinastrategic partnership and launchedASEAN-China Year of Innovation.China-ASEAN Strategic PartnershipVision 2030 was issued.Source:Ministry of Foreign Affairs of the People's Republic of China, ASEAN ChinaCenter, SMCPLancang-Mekong CooperationLeaders’ Meeting 6201920202021Regional Comprehensive EconomicPartnership (RCEP) Agreement was signedat the ASEAN Summit, formalizing thelargest free trade agreement (FTA) in history.Designated as the ASEAN-China Year ofDigital Economic Cooperation.Commemorated the 30Anniversary of ASEAN-ChinaDialogue Relations. © 2023 DAXUE CONSULTINGALL RIGHTS RESERVEDIron and steelMineral fuels and oilsMachinery and mechanical applianceElectrical machineryKey exports from China to ASEAN (2020)China is one of the key trade partners of ASEANChina has been ASEAN’s largest trading partner for 13 consecutive years since 2009.China’s top 5 trade partners 2021 (share %)ASEAN14.8%United States12.8%European Union14.0%5.3%5.5%7.4%8.6%30.5%PlasticsIron and steelMachinery and mechanicalapplianceMineral fuels and oilsElectrical machineryKey exports from ASEAN to China (2020) © 2023 DAXUE CONSULTINGALL RIGHTS RESERVEDAs a group, ASEANis among the top 5 economies by GDPMost of the economic activities in ASEAN took place in the ASEAN-6countries–Indonesia, Malaysia, the Philippines, Singapore,Thailand, and Vietnam.As a group, ASEAN countries have the 5thlargest economy(in trillions)$21.43United States$14.34$5.08ChinaJapanSource:ASEAN Secretariat5.1%4.4%-3.8%5.5%2018201920202021ASEAN GDP growth72.432.411.47.64.33.63.72.71.61.3GDP per capita (2021)(in thousand US$)14202773362373395394506BruneiLaosCambodiaMyanmarVietnamMalaysiaSingaporePhilippinesThailandIndonesiaNominal GDP (2021)(in billion US$) 8$3.86$3.18GermanyASEANSource:World BankSource:ASEAN Secretariat1,186 © 2023 DAXUE CONSULTINGALL RIGHTS RESERVEDGlobal investors are attracted to ASEAN’s economic opportunitiesChinese investors invested in ASEAN’s manufacturing, real estate, wholesale and retail sectors.China is among the top 5 of ASEAN foreign direct investment (FDI) by source in 2020*(share of total FDI inflow)25.5%United States6.2%JapanEuropean Union7.2%5.6%ChinaSource:ASEAN Secretariat, Office of the United States Trade Representative16.6%ASEAN*preliminary figuresNonbank holdingcompanies,manufacturing, andwholesale sectors ledU.S. FDI to ASEAN. 10© 2023 DAXUE CONSULTINGALL RIGHTS RESERVED17%18%25%Real estate activityInformation and communicationtechnologyManufacturingTop 3 foreign direct investments to ASEANinflow from China by indus