🎯 **早期聚焦美国市场的重要性**：一位泡泡玛特（Pop Mart）的早期投资者强调，对于寻求国际化发展的中国品牌，尤其是中高端品牌，早期将重心放在美国市场至关重要。美国不仅是全球消费能力最强的市场之一，更拥有深远的文化影响力，是品牌建立全球声誉和实现规模化增长的理想起点。

🚀 **“All In”美国市场的战略**：该投资者建议中国品牌应采取“all in”的战略，即全力投入资源和精力来拓展美国市场。这种集中的策略能够帮助品牌更有效地应对市场挑战，建立稳固的市场地位，并最大化成功的可能性，而不是分散资源于多个不确定的市场。

💡 **泡泡玛特（Pop Mart）的成功案例**：文章以泡泡玛特为例，说明了该策略的可行性。泡泡玛特在美国市场的扩张，包括开设实体店，并凭借其独特的设计和情感连接的定位，抓住了年轻消费者的需求，取得了显著的市场反响和股价增长，证明了中国品牌在美国市场的潜力。

📈 **其他中国品牌在美国的成功经验**：除了泡泡玛特，文章还列举了瑞幸咖啡、Temu和Shein等品牌在美国市场的成功案例。这些品牌通过采用如激进营销、低价策略和随机促销等方式，成功吸引了不同消费者群体，显示了中国品牌在多元化市场策略上的适应性和竞争力。

A Pop Mart investor said Chinese companies that want to succeed internationally must consider one market.David He from Black Ant Capital said Chinese companies should set their eyes on the US early on.They need to go "all in" on US expansion, he said.

An early Pop Mart investor said Chinese companies that want to succeed internationally must target the US early on.

David He, a founding partner of Black Ant Capital, a Chinese venture capital company that invests in the consumer sector, spoke with CNBC on the sidelines of the Milken Asia Summit in Singapore.

"For brands in the mid- to high-end segment, especially those looking to expand overseas, they need to set their sights on the US market early on and go all in," he said to CNBC.

"The US remains the most important market with the greatest spending power and cultural influence," he added.

Pop Mart, a Chinese toy manufacturer behind the viral doll Labubu, expanded to the US in 2023, opening its first brick-and-mortar store in New Jersey's American Dream mall.

According to its half-year financial report, the company had 41 stores as of June 30. Its stock has risen about 353% in the past year.

He said that Pop Mart had tapped into the trend of younger consumers buying things that make them feel connected and emotionally fulfilled.

"Pop Mart's appeal lies in its design and its presence in intimate spaces, on desks or bedside tables, offering a sense of companionship and familiarity that deepens over time," he said to CNBC. He sits on Pop Mart's board of directors.

Several large Chinese companies have expanded to the US in recent years, hailing from diverse industries, from F&B and fast fashion to automobiles. With a playbook of aggressive marketing, cheap goods, and random promotions, these companies have seen success in their US operations.

For instance, Starbucks' biggest rival in China, budget coffee chain Luckin Coffee, opened two new outlets in New York City in June.

Budget online marketplace Temu captured both Gen Z and boomers in the US with its cheap and varied product selection. Shein, a Singapore-headquartered Chinese fast-fashion retailer, considers the US its largest market.

Representatives for Black Ant Capital did not respond to a request for comment from Business Insider.