Key insights on China’s market, by Jiufei Wang

Key Insights on China’s Market, by Jiufei Wang

Our Partner in China, Jiufei Wang, shares key observations on the developments currently shaping the Chinese market.

According to him, China’s economic environment and development model are undergoing a profound transformation. Many international brands are now adjusting their strategies to strengthen local partnerships and accelerate their localization efforts in order to maintain their influence in an increasingly competitive market.

In November 2025, Starbucks announced a joint venture with China Boyu Capital, with Boyu taking up to 60% ownership. Burger King finalized a similar agreement with CPE Yuanfeng Capital, which will hold 83% of “Burger King China.”

Meanwhile, BMW is intensifying its localization strategy by integrating more deeply into the Chinese supply chain. Other groups such as Danobat Group, Unilever, and Airbus are also enhancing their localization plans.

At the same time, more and more Chinese companies are expanding internationally to accelerate their growth. In May 2025, Midea Group acquired the German group Teka for €1 billion. In July, Sinotec announced the acquisition of several Valeo factories in France, Mexico, and China. In August, BYD took over the distribution company of Germany’s Hedin Group, and in November, Dongshan Precision completed the acquisition of the French GMD Group for €100 million.

These intersecting dynamics, however, create immediate challenges for business leaders: heightened legal and regulatory requirements, market/operations integration, economic and political volatility, and sector-specific issues factors that can complicate or slow down M&A operations.

It is precisely in this context that AXCEL Partners provides support, offering Interim Management solutions and seasoned professionals capable of ensuring a safe and seamless transition.

Analysis shared by Jiufei Wang, AXCEL Partners China.