Trade Surplus Exceeds $1 Trillion! David Wei of Vision Plus Capital: Growth Lies in the 'Four New' Areas

[Ebrun Original]Many people ask Mati Club: Given the current complex global economic and trade environment, are there still opportunities for going global?

First, look at the data: From January to November 2025, China's trade surplus reached $1.08 trillion, hitting a record high. Against the backdrop of global supply chain restructuring, China's foreign trade has demonstrated strong resilience and vitality.

How was this result achieved? David Wei, Founding Partner and Chairman of Vision Plus Capital, believes the answer lies in the 'Four New' areas. For Chinese companies to take the initiative in the next phase of globalization, they must at least find their anchor point in these four directions.

David Wei

Founding Partner and Chairman of Vision Plus Capital

Core Mentor of the Mati Club × Vision Plus Capital Global CEO Advanced Study Program

The First New: New Regions. Either expand sales destinations by focusing on emerging markets like the Middle East, Latin America, and Africa; or change production locations, for instance, by relocating some production or assembly processes to Southeast Asia, Mexico, etc., and then radiating globally. In fact, many forward-thinking companies started globalizing 20%-30% of their production capacity three years ago.

Wei offers a practical site selection principle: if the supply chain requires extremely fast response, Southeast Asia is the preferred choice; if automation is high and the demand for 'fast response' is relatively low, production should be as close as possible to the consumer market (e.g., consider Mexico for the North American market).

The Second New: New Categories. Beyond the highly focused 'New Energy Trio' (batteries, motors, electronic controls), there are numerous 'overseas-specific products' abroad that are relatively niche in China but are essential locally. Examples include ice makers, large outdoor storage boxes, garden sheds, and pool cleaning robots. The biggest advantage of such products is that domestic peers, constrained by their local living environment, often fail to perceive these demands, which conversely creates a natural cognitive barrier for first-mover companies.

The Third New: New Models. Reconstruct traditional global expansion models through digital and internet means. Taking the overseas expansion of tea beverages as an example, after Auntea Jenny, invested in by Vision Plus Capital, entered the US market, the single-day revenue of some stores in core business districts during the initial opening period could reach the level of multiple days of revenue for mature stores in China, roughly equivalent to 7-10 days of efficiency in China, with non-Chinese customers accounting for nearly 70%. This high premium and high efficiency are precisely the potential energy released overseas by the new model combining Chinese services and products.

The Fourth New: New Technologies. This is the core opportunity with the most explosive potential in Wei's view. He breaks down AI's global expansion into four dimensions:

1. Large Model Expansion: The rise of Chinese open-source models like DeepSeek demonstrates China's speed and potential in catching up with underlying technologies.

2. Infrastructure Expansion: The global output of capabilities in areas including data transmission, storage, and power management systems.

3. Software Application Expansion: The rapid breakout of AI agents like Manus in overseas markets validates the global competitiveness of Chinese teams in implementing AI application scenarios.

4. AI Hardware Expansion: Wei believes this is a structural opportunity where Chinese companies can lead globally. Leveraging China's irreplaceable hardware supply chain advantages combined with AI technology, integrated software-hardware brands like xTool and Bambu Lab are establishing high competitive barriers in the global market.

Facing the new cycle, adhering to traditional, extensive export models is no longer sustainable. Precisely embracing the 'Four New' areas is the correct path for Chinese companies to advance towards becoming global brands.

(Content from Ebrun's Mati Club dialogue with David Wei of the Vision Plus Capital Global CEO Decision-Making Advanced Study Program, January 2026)

Each era has its own proposition, each generation of entrepreneurs has their own Long March.

When the dividends of 'wild growth' are exhausted, when the simple game of 'model innovation' ends, when the chessboard of globalization enters deeper, more unpredictable waters—we face a question of the times that all Chinese entrepreneurs must answer:

In the next decade, what kind of enterprises can traverse cycles? What kind of leaders can lead their brands to truly win the world's respect?

We firmly believe that the answer no longer points to any external 'trends' or 'secrets,' but returns to the entrepreneurs themselves. Your cognitive boundaries are the only boundaries of the enterprise; your decision-making system is the ultimate operating system of the enterprise.

Mati Club, in partnership with Vision Plus Capital, officially launches the 'Vision Plus Capital Global CEO Decision-Making Advanced Study Program.' This is not just another business school course, but a journey of deep cultivation and refinement. We will join like-minded entrepreneurs to return to the essence of business, face real challenges head-on, and collectively forge a new 'Decision-Making Operating System' capable of leading enterprises through the future.

The endpoint of this journey is not a business plan, but an evolved you and a sustainably growing enterprise.

Why is David Wei's course a must for all CEOs?

Because in China, it is difficult to find another leader like him who has personally won battles worth tens of billions across three completely different battlefields: 'global retail, Chinese internet, and top-tier investment.' He once pulled the Fortune 500 company B&Q out of the mire, led tens of thousands of troops to elevate Alibaba to legendary status, and now, as the founder of Vision Plus Capital, he deeply empowers a new generation of global benchmarks like Anker Innovations and Pop Mart.

He will use the sharpest way to condense his 30 years of decision-making wisdom gained from traversing cycles into a 'CEO Decision-Making Operating System' that you can use immediately.

To meet David Wei, come to Mati Club

Inquire for details and register: