（文章来源：每日经济新闻） 每经AI快讯，10月3日，松下控股股价上涨7.5%。 ...

据悉，这是松下推进全球10000人裁员并进行重组计划中的一部分。针对此次大规模裁员，松下电器中 国方面回应《BUG》栏目称："相关传闻不涉及中国"。 另有接近中国区高层人士向《BUG》栏目透露，"由于2024财年利润下滑明显，目前松下董事会对公司 经营现状并不满意，管理层已明确将通过对既有成本结构的改革和业务重组管理，实现盈利能力的提 升"，同时该人士强调，松下坚持继续投资中国，"一些不盈利部门的人员优化，肯定是有的。" 招募提前退休员工"不涉及中国" 多家外媒报道，松下控股计划在2025财年招募提前退休员工，旗下松下电器将于10月1日—31日实施该 计划，该事件也已引起了广泛关注。 报道称，松下电器此次将启动的为期一个月的早期退休人员招募，是松下控股以全球裁员1万人为中心 的重组计划中的一部分。 该计划目标人群是年龄在40至59岁之间、工作年限在五年或五年以上的员工，以及返聘员工。其中，55 岁左右的员工奖金最高，最高可增加数千万日元。 近日多家外媒报道称，松下控股旗下松下电器将于10月1日—31日实施"招募提前退休员工"计划，目标 人群年龄在40-59岁间，工作年限在五年或五年以上。其中，55岁左右员工奖 ...

新浪科技讯 9月30日早间消息，近日多家外媒报道称，松下控股旗下松下电器将于10月1日—31日实 施"招募提前退休员工"计划，目标人群年龄在40-59岁间，工作年限在五年或五年以上。 责任编辑：屠欣怡 针对此次大规模裁员，松下电器中国方面回应称："相关传闻不涉及中国"。 另有接近中国区高层人士透露，"由于2024财年利润下滑明显，目前松下董事会对公司经营现状并不满 意，管理层已明确将通过对既有成本结构的改革和业务重组管理，实现盈利能力的提升"，同时该人士 坦言，松下坚持继续投资中国，"一些不盈利部门的人员优化，肯定是有的。"（文猛） ...

9月29日，A股午后强势拉升，沪指一度涨超1%，创业板指一度涨超3%；港股亦走强，恒生指数涨近2%，恒生科技指数涨超2%。 港股方面，截至发稿，广发证券、华泰证券、申万宏源香港、中信证券、东方证券等均涨超10%。 具体来看，沪指早盘窄幅震荡，午后在券商、保险等板块的带动下强势上攻，一度涨超1%；深证成指、创业板指则更强势。截至收盘，上证指数上涨0.9%报 3862.53点，深证成指上涨2.05%报13479.43点，创业板指上涨2.74%报3238.01点。全市场成交额近2.2万亿元。 市场整体活跃，券商板块午后集体走高，广发证券、华泰证券、国盛金控涨停，中信证券盘中一度逼近涨停；保险板块亦拉升，中国人寿一度涨超4%；有 色、钢铁、化工、燃气等资源股全线上扬；固态电池、储能概念等表现活跃，万润新能、易成新能等涨停，海博思创股价突破300元大关续创新高；人形机器 人概念强势，日盈电子、科达利等涨停。 券商板块爆发 券商板块午后一度涨超7%，截至收盘，该板块仍涨超5%。个股方面，华泰证券、国盛金控、广发证券涨停；中信证券涨近6%，盘中一度逼近涨停；东方财 富涨近6%，成交额突破300亿元，全市场排第一。 消息面上 ...

Group 1 - The core point of the article is that Panasonic Electric Devices (China) Co., Ltd. has increased its registered capital from 350 million RMB to 600 million RMB, representing an increase of approximately 71% [1] - The company was established in June 2018 and is wholly owned by Panasonic Electric (China) Co., Ltd. [1] - The legal representative of the company is Nakayama Masaharu [1] Group 2 - The business scope of the company includes data processing and storage support services, artificial intelligence theory and algorithm software development, and artificial intelligence basic software development [1]

| ●大眼管 | 都在用的商业查询工具 | 曼公司 查老板 查关系 查风险 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 国家中小企业发展子基金旗下机构 | | 松下电气设备（中国）有限公司 | (×) | 天眼一下 | 品 应用 ▼ | 商务合作 企业级产品、 ■ 开通: | | | 基本信息 62 | 法律诉讼 20 | 经营风险 1 | 经营信息 999+ | | 公司发展 2 | 知识产权 89 | | | 股东信息 ◎ ● 品股权结构 | | | | | | | | | VIP 股东信息 1 历史股东信息 1 | | | | | | の持 | | | 序号 | | 股东名称 | | | 持股比例 ៖ | 认缴出资额(万元) ۾ | 认缴出资日 | | Panasor | 松下电器（中国）有限公司 品 控股股东 | | | | 100% | 60000 | 2025-12- | | ●天眼管 | | 都在用的商业查询工具 | 查公司 章老板 童关系 查风险 | | | | | | | --- | --- | --- | ...

Group 1 - The core idea of the collaboration between Suning.com and Panasonic is to launch the "Smart Life Renewal Plan" to enhance holiday quality consumption through technology and innovative products [1] - The partnership aims to provide a one-stop solution for consumers, integrating technology into daily life with a focus on new product launches, experiential scenarios, and diverse services [1] Group 2 - Suning.com and Panasonic have introduced several high-end technology products, including the ALPHA G5 washing and drying machine, which features a "four-in-one" design, and the Big Seal Pro refrigerator, which offers a 515L capacity with advanced preservation technology [3] - The new products embody the design philosophy of "invisible technology, visible experience," enhancing the quality of holiday life for consumers [3] Group 3 - Suning.com stores will be transformed into experiential laboratories for technology products and holiday living, featuring a "one-click renewal" experience area for laundry needs and a "holiday banquet living room" showcasing food preservation and quick ice-making solutions [5] - These setups allow consumers to directly experience the functional characteristics of the products and appreciate how technology enhances their quality of life [5] Group 4 - During the holiday period, Suning.com and Panasonic will host various interactive and experiential activities in stores, including free garment care services and tasting events for fresh seafood and produce [7] - The collaboration aims to shift consumer focus from "functional consumption" to "conceptual consumption," emphasizing the transition from merely owning products to enjoying a quality lifestyle [7]

Core Insights - Panasonic Energy, a subsidiary of Panasonic Holdings, is focusing on the production of solid-state batteries, which are considered a promising candidate for next-generation battery technology [1] - The solid-state battery technology could increase the range of Tesla's Model Y by nearly 145 kilometers, enhancing its current range of 435 kilometers [1] - Electric vehicle owners express high expectations for the solid-state battery, which could potentially extend the range to 580 kilometers [1] Company Developments - Panasonic Energy aims to achieve sample shipments of solid-state batteries by the fiscal year 2026 [1] - By the end of 2027, the technology is expected to offer "world-leading" capacity [1] Technical Aspects - The design of the solid-state battery eliminates the anode during the manufacturing phase, allowing the battery to form a lithium metal anode upon first charging [1] - This design change creates more space for active cathode materials (nickel, cobalt, and aluminum), thereby increasing battery power capacity without altering its size [1]

Core Insights - Panasonic is undergoing a strategic transformation, focusing on innovation and adapting to consumer needs in China, which is seen as a testing ground for global innovation [1][2] - The company plans to streamline its organizational structure, with a new setup expected to launch in April 2026, creating three independent business units [1] - Panasonic's performance in Northeast Asia has shown significant growth, with sales and operating profit both increasing by over 100% year-on-year for the 2024 fiscal year [1] Business Strategy - The home appliance business is being redefined as a profitable segment, with Chinese experiences serving as a foundation for global success [2] - The strategy has shifted from "China for China" to "China for Global," aiming to leverage China's design, manufacturing, and export capabilities [2] - Panasonic aims for a 10% operating profit margin for the home appliance business by the 2027 fiscal year [2] Competitive Differentiation - To succeed in the competitive Chinese home appliance market, Panasonic is focusing on a differentiation strategy that combines Japanese craftsmanship with local market demands [3] - The company is enhancing its product development processes to reduce time-to-market and improve cost efficiency [5] R&D and Innovation - Panasonic has established R&D teams in China to develop products tailored to local consumer needs, achieving significant sales growth in small appliances [4] - The collaboration between Japanese and Chinese teams has led to reduced development cycles and cost savings for new products [5] Supply Chain and Localization - Panasonic is leveraging China's robust supply chain, with 80% of its global suppliers based in China, to enhance its competitive edge [6] - The company is increasing its local supplier base and aims to integrate more Chinese suppliers into its global supply chain [8] Market Position and Future Outlook - Panasonic's business in China has evolved, with home appliances and residential equipment accounting for one-third of its operations, while electronic components and automation continue to grow [9] - The company is committed to increasing its local R&D investment by 20-30% annually to support customized product development [10] - Panasonic views China as a critical market for future growth, particularly in automation and AI technologies [7][11]

Core Viewpoint - Zhuhai Guanyu has acquired at least three Chinese patents from Panasonic, which may significantly impact the patent landscape in the lithium battery industry [2]. Group 1: Patent Acquisition - The three patents acquired by Zhuhai Guanyu include: "Secondary Battery" (Patent ZL201880018653.9), "Non-Aqueous Electrolyte Secondary Battery" (Patent ZL200880001215.8), and "Lithium Secondary Battery" (Patent ZL200710008331.X) [2]. - The transfer of these patents from Panasonic to Zhuhai Guanyu occurred between June and July of this year, but the corresponding U.S. patents have not yet been recorded as transferred [2]. Group 2: Panasonic's Patent Strategy - Panasonic has been actively monetizing its patents through various methods, including bilateral litigation and patent pools [2]. - Panasonic, along with LG, established the Tulip patent pool to promote licensing of lithium battery patents, aiming to collect licensing fees from Chinese battery manufacturers [2]. - Recently, two Chinese companies, Zhuhai Guanyu and BAK Battery, have joined the Tulip patent pool, indicating a strategic move in the industry [2].