cover of episode 串台进击波财经:墨西哥工作生活的实际体验

串台进击波财经:墨西哥工作生活的实际体验

2025/1/8
logo of podcast 奥特快出海笔记

奥特快出海笔记

AI Deep Dive AI Insights AI Chapters Transcript
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(未明确发言人)
奥特快
沈帅波
Topics
奥特快:在墨西哥三个月的亲身体验,分享了墨西哥不同地区的治安状况,指出安全程度取决于所处区域和时间段。繁华地区白天相对安全,而偏远地区夜晚风险较高。他还比较了墨西哥与其他国家(如越南、印度尼西亚、泰国、中东等)的治安情况,并指出墨西哥是他去过的地方中最不安全的国家之一。此外,他还分享了在墨西哥的工作和生活细节,包括气候、文化、物价、饮食、以及与当地人的相处模式等,并表达了对墨西哥城生活环境的喜爱。 在工作方面,他主要从事电商相关工作,并对墨西哥电商行业格局、中国电商在墨西哥的发展现状以及与当地人的合作模式进行了分析。他指出,墨西哥电商市场主要由MercadoLibre和亚马逊占据主导地位,而中国电商平台虽然增长迅速,但市场份额仍然较小。他还谈到了墨西哥社会存在的严重贫富差距,以及由此导致的消费市场分层现象,并对不同消费群体提出了不同的市场建议。 最后,奥特快分享了他长期在海外生活的心路历程,表达了对归属感的渴望,以及在平衡工作与生活之间的思考。他认为,长期在海外生活会带来一种漂泊感,而找到一个可以稳定生活的地方,建立归属感非常重要。 沈帅波:从宏观经济角度分析了中美贸易战对墨西哥的影响,指出墨西哥受益于中美贸易战的观点并非完全准确,并对中资在墨西哥的投资规模进行了分析,指出中资在墨西哥的投资规模远小于美国等国家。他还分析了墨西哥与美国之间的特殊关系,指出墨西哥对美国的依赖性极高,类似于藩属国关系。 在谈到墨西哥的经济发展时,他指出墨西哥人均GDP较高,但贫富差距悬殊,中产阶级规模难以评估。他还分析了墨西哥的强势产业,指出墨西哥的强势产业主要是制造业,参与美墨加协定中的离岸外包。 在谈到中国企业赴墨西哥投资时,他建议小微企业主要关注市场竞争,而大企业则需要考虑地缘政治风险和市场竞争格局。他还分析了墨西哥电商市场,指出墨西哥电商市场主要由MercadoLibre和亚马逊占据主导地位,中国电商平台虽然增长迅速,但市场份额仍然较小。 最后,沈帅波对普通人如何把握出海红利提出了建议,他认为,对于普通人来说,加入一家靠谱的出海公司是比自己创业更现实的选择。

Deep Dive

Key Insights

Why is Mexico considered part of Latin America despite being geographically in North America?

Mexico is considered part of Latin America because it is part of the Latin language family, primarily speaking Spanish. While geographically it is in North America, its cultural and linguistic ties align more closely with Latin America.

What are the safety concerns in Mexico, and how do they vary by region and time?

Safety in Mexico varies significantly by region and time. In Mexico City's central areas, it is generally safe during the day, but surrounding areas and nighttime can be risky, with higher rates of crime, including disappearances and kidnappings. Overall, Mexico is considered less safe compared to many Southeast Asian and Middle Eastern countries.

How does the climate in Mexico City compare to other cities like Shanghai and Ho Chi Minh City?

Mexico City's climate is often described as pleasant, with mild temperatures year-round due to its high altitude (around 2,000 meters). It is less humid and hot compared to Shanghai or Ho Chi Minh City, making it comfortable for outdoor activities and daily life.

What is the economic disparity like in Mexico, and how does it affect daily life?

Mexico has significant economic disparity, with a highly stratified society. The elite are competitive and wealthy, while the lower classes often struggle. For example, a meal at a mid-range restaurant can cost around 70 RMB, which is unaffordable for many Mexicans who earn an average monthly wage of 2,000-4,000 RMB.

What are some of the cultural highlights of Mexico City?

Mexico City is rich in cultural offerings, boasting the second-highest number of museums globally, after London. It has a vibrant arts scene, with diverse museums covering topics like anthropology and historical events. Street performances are also common, with audiences often spontaneously joining in, making the city lively and engaging.

How does the perception of China differ between Vietnam and Mexico?

In Vietnam, there is a more noticeable presence of Chinese influence, and people are more aware of China. In contrast, Mexicans are generally indifferent to China, with many not speaking English and having limited exposure to Chinese culture or business. This makes China's presence in Mexico less significant compared to Vietnam.

What are the challenges of living a nomadic lifestyle across different countries?

Living a nomadic lifestyle can be emotionally taxing, with challenges like frequent relocations, lack of a stable home, and difficulties in maintaining personal belongings and routines. Over time, the initial excitement of traveling can give way to a sense of rootlessness and longing for stability.

What opportunities exist for small businesses in Mexico?

Small businesses in Mexico can thrive in niches with limited competition, such as opening authentic Chinese restaurants. Due to the scarcity of such establishments, even average-quality businesses can succeed. Additionally, affordable, high-quality products can appeal to lower-income segments, offering opportunities for growth.

How does Mexico's proximity to the United States impact its economy and culture?

Mexico's proximity to the U.S. has a profound impact on its economy and culture. It serves as a manufacturing hub for U.S. companies, benefiting from trade agreements like USMCA. Culturally, Mexico is heavily influenced by the U.S., with many Mexicans learning English and adopting American lifestyles, especially among the elite.

What is the current state of Mexico's e-commerce industry?

Mexico's e-commerce industry is dominated by local platforms like Mercado Libre and Amazon, which together account for half of the market. Chinese platforms like TEM and SHEIN are growing rapidly but focus on low-cost products and have not yet challenged the dominance of local players. The industry faces challenges like high tariffs and logistical issues.

Chapters
墨西哥的安全状况取决于所处区域和时间。首都墨西哥城繁华地区白天通常安全,但夜晚或周边地区则风险较高。与东南亚其他国家相比,墨西哥整体安全程度较低。
  • 墨西哥安全状况因地区和时间而异
  • 首都中心繁华地区白天相对安全
  • 夜晚及周边地区风险较高
  • 与东南亚国家相比,墨西哥整体安全系数较低

Shownotes Transcript

本期播客,是我第二次受@进击波财经) 沈帅波老师邀请录制的串台内容。这一期内容中,我和沈老师聊了在墨西哥的治安、物价等实际工作生活体验,以及在地球各地频繁流窜(东南亚、中东、中亚、拉美)一年后,关于出海的新感想。欢迎收听。

02:02 墨西哥的危险分地区和时段05:45 中资在墨西哥和越南的差异08:14 墨西哥算拉美还是北美?10:00 墨西哥城的气候和文化氛围很适合生活17:15 一碗面要70元,精英很卷,底层很躺20:25 墨西哥的人均GDP比国内还高?24:00 美墨加协议下,有哪些强势产业?28:30 墨西哥的兰州拉面要拿号排队一个小时才能吃到33:01 没音乐不能活的墨西哥人41:00 中国电商在墨西哥也有关税风险46:24 墨西哥对中国的态度50:24 肉身出海的人很难获得归属感01:05:10 普通人如何把握出海红利?