The Walker’s View · 行者视角

Thinking from the field.

Sustained observation and writing on China’s SMEs and manufacturing. Only publicly published, traceable work is archived here.

Topic
2025 · 05 · 17

The Internationalization of Chinese Enterprises Should Still Be a Sea of Stars

Facing high U.S. tariffs, Chinese enterprises need to shift from cost-driven thinking to creating customer value, and to pursue high-quality development through global layout.

Economic Observer
2025 · 03 · 30

Steel, Digital, and Ecosystem

Reading China's civilizational difference against Guns, Germs, and Steel, and sketching a new competitiveness model of "steel, digital, and ecosystem" alongside the modernization challenges that come with it.

Economic Observer
2025 · 02 · 22

The Ultimate Battleground of the AI Era: Optimizing the SME Ecosystem

In the AI era, optimizing the SME ecosystem is key to the competitiveness of Guangdong manufacturing. It requires breaking through organizational, conceptual, and cost barriers to build a collaborative ecosystem.

Economic Observer
2025 · 01 · 04

How Chinese Manufacturing Can Anchor the Next Decade

Chinese manufacturing needs to anchor its future through internationalization, innovation, digitalization, and consumption expansion. Reform, markets, and efficiency are the core supports.

Economic Observer
2024 · 12 · 14

The Responsibility of Large Enterprises

Large enterprises should empower their supply chains rather than squeeze them. Establishing a sense of corporate social responsibility is a necessary condition for Chinese manufacturing to become truly strong.

Economic Observer
2024 · 09 · 02

Digitalization and All-Factor Competition in Manufacturing

Data-driven decision-making strengthens manufacturing competitiveness; it has to be supported by an open ecosystem and a full technology stack.

Economic Observer
2024 · 08 · 03

Let New-Quality Productive Forces Reach the Market

New-quality productive forces need a market to stand on. China needs to deepen reform, complete its market mechanism, and build a consumption-oriented society — forming a unified national market.

Economic Observer
2024 · 02 · 02

SMEs Are the "1," Not Merely the "56789"

"56789" is a set of numbers repeatedly cited in reports. What truly deserves discussion is what small and medium-sized enterprises actually mean to Chinese society behind those numbers.

Economic Observer
2024 · 01 · 31

Guangdong Has Issued Another Policy to Promote the Private Economy

Guangdong has issued a policy to support the private economy along four lines — fair treatment, operating conditions, entrepreneur development, and internationalization — to push private enterprises toward high-quality development.

36Kr
2024 · 01 · 27

How Enterprises Should Understand the New Industrialization

The core of the new industrialization is a new market and new consumption, not a blind chase after high-end manufacturing.

36Kr
2024 · 01 · 14

Ceiling Fans Across the Ocean: How a Small Company Built a Brand in America

Through deep market research and forward-engineering design, Qizheng successfully brought its smart ceiling fan brand CARRO into the US market — a model case of small-enterprise internationalization.

36Kr
2023 · 11 · 01

Local Industrial Clusters: Decline and Renewal

As the economic structure shifts, local industrial clusters face the risk of decline. Using the Chenghai toy industry as a case, this piece examines the cultural foundations and pathways for cluster upgrading.

Economic Observer
2023 · 08 · 19

Saying "Oh I Love You" Is Not as Easy as It Sounds

Concentrated detergents account for less than 6% of the Chinese market — far below the figures in Europe and the United States. The "Oh I Love You" brand shows how Chinese manufacturing can rebuild brand power through the digital economy.

Economic Observer
2023 · 07 · 22

How SMEs Should Develop in an Era of Stock-Based Growth

In an era of stock-based growth, small and medium-sized enterprises should abandon opportunism, focus on their core business, and use lean management to reduce costs and improve efficiency.

Economic Observer
2023 · 04 · 21

Going Global: A Difficult Choice

For Chinese enterprises, going global is not merely a migration of capital and industry. It is cultural export and an exploration of a shared human civilization.

Economic Observer
2023 · 03 · 10

Vertical Industrial Integration Will Reshape the Industrial Landscape

Vertical industrial integration reshapes traditional manufacturing by knitting together traffic, algorithms, and supply chains. Guangdong manufacturing should leverage its scale advantage to rebuild the value chain.

Economic Observer
2023 · 02 · 17

What I Mean by "Manufacturing Takes the Lead"

For Guangdong, "manufacturing takes the lead" should be a four-in-one strategy: entering the mainstream of industrial civilization, earning the right to interpret industrial development, upgrading through the digital economy, and rebuilding commercial ethics and culture.

Economic Observer