关联内容围观"黑科技"！中国投洽会解锁投资新密码：低空经济与机器人 谈到松下在中国的发展，赵炳弟表示，松下为中国的发展做出了自己的努力，同时也是中国发展的受益 者。中国是一个非常有潜力的市场，本土企业发展迅速，竞争力不断提升。对外资企业而言，既是商 机，也感受到压力。为应对竞争，松下决策前置，并提出要以中国的速度、成本、意识来提升松下的竞 争能力。 在第25届投洽会期间，松下电器(中国)有限公司总裁赵炳弟接受了21世纪经济报道等媒体的采访。 赵炳弟表示："中国是一个提升竞争能力的训练场，也是全球业务发展的重要平台。对于松下而言，中 国不光是制造中心，也是创新中心。从过去'在中国为中国'，到现在'在中国为全球'，正在进行转型。 我们希望把在中国历练的竞争力，带到东南亚和全球市场，发挥更大作用。" ...

来源：中国经营报 今年以来，"日系家电巨头"松下改革动作频频，年初曾因宣布全球裁员上万人而引发广泛关注。 日前，据多家媒体报道，松下方面宣布将对旗下核心公司松下电器株式会社（以下简称"松下电器"）进行拆分重组。据悉，重组后三家独立的事业公司名 称分别为"松下空调新风冷链集团""松下电气工程株式会社""松下电器株式会社"，计划于明年4月正式成立。 "此次家电业务的改革目标，是将中国的这些优势在全球范围内加以利用，甚至可以说成是从'在中国，为中国'向'在中国，为全球'升级。"松下中国方面 日前在回复《中国经营报》记者采访时表示，"可以说，我们这次经营改革面向的主要市场是日本和欧洲地区，对中国市场的影响比较有限。" 据了解，松下也在中国市场加大AI相关产业布局力度。例如，今年8月6日，位于苏州工业园区的苏州松下生产科技有限公司二期工厂正式竣工。另有消 息称，松下电子材料（上海）有限公司新工厂即将于9月份开工建设。这两家公司产品均将应用于AI服务器领域。 在苏州松下生产科技有限公司二期工厂竣工典礼上，松下控股株式会社全球副总裁、中国东北亚总代表本间哲朗表示，自1978年与中国结缘以来，松下深 耕中国市场47年，在华6 ...

（原标题：对话松下洗护胡杰华：企业要坚持长期主义，回应消费者痛点） 南方财经 21世纪经济报道记者吴斌 对于中国市场的多元化需求，胡杰华分析称，中国家电市场处在一个分化阶段：一方面，消费者更加谨 慎，强调性价比，但性价比产品也不能牺牲用户体验；另一方面，追求品质和体验的高端需求也在不断 增长，特别是高端洗护市场，更需要创新的、极致的、精准定制的高端产品。 在中国市场竞争激烈的背景下，长期主义成为企业穿越周期的一大秘诀。 展望未来，胡杰华对记者表示，高端产品上的许多功能未来也将逐步下放到其他层级的产品线上，让更 多用户能够以合理的成本享受到高端技术，为更多家庭创造可靠、耐用、长期陪伴的价值。未来要积极 拥抱前沿科技，让机器能够更聪明、更懂用户。同时，也需要探索更多智能自升级，让一台产品在生命 周期内主动不断进化。 9月8日，松下洗护发布全球首创四筒全热泵洗烘护一体机ALPHA G5。杭州松下家用电器有限公司总经 理胡杰华在接受21世纪经济报道记者采访时表示，人们对美好生活的追求是相通的，都希望有好产品， 拥有极致的体验，好产品肯定是有市场的。企业要保持定力，坚定品牌定位，坚持长期主义，用真正有 价值的产品去回应 ...

作者 | 黄昱 编辑 | 王小娟 从小米推出双区洗衣机，到今年年初海尔带来三筒洗衣机，洗衣机这个传统的家电品类仿佛被重新点燃，众多品牌纷纷入局多筒洗衣机赛道。 市场的热情让松下这个早已完成相关技术储备的老牌家电品牌，也下定了决心去参与多筒洗衣机的竞赛，而且一下场就出了个大招。 9月8日，松下举行了一场名为"一台洗衣房"的发布会，正式揭晓了其超旗舰新品——松下ALPHA G5四筒全热泵洗烘护一体机。也就是说，跳过二筒和三筒 洗衣机，松下选择直接推出了全球首款四筒洗衣机。 ALPHA G5不仅是松下对用户"分区洗护"呼声最直接的回应，更是对用户需求的进一步洞察，其核心定位是将一个5平方米的完整洗衣房功能，极致浓缩进 一台普通洗烘套装的尺寸里。 据悉，这台洗衣机实现四个独立筒位同洗同烘，四筒都是热泵烘，由一个热泵同时供给四台独立筒，一个中央系统供四个筒送风烘干，能够同时满足成人、 儿童、内衣及宠物衣物的专业分区洗护需求。 同时，松下也强调ALPHA G5的机身高度仅有1738mm，上筒下沿控制在 1.2m 以内，解决取放和操作问题，相比竞品不用踮脚。 当然，这样一款号称"一台就是一间洗衣房"的产品售价并不便宜，为3 ...

中经记者 方超 张家振 上海报道 记者注意到，对于上述架构调整事宜，松下早在今年年初就已对外释放了相关信号。今年2月4日，松下 在对外公布的集团经营改革要点中透露，为解决结构性、根本性的课题，2025年度将集中进行经营改 革。 今年以来，"日系家电巨头"松下改革动作频频，年初曾因宣布全球裁员上万人而引发广泛关注。 日前，据多家媒体报道，松下方面宣布将对旗下核心公司松下电器株式会社（以下简称"松下电器"）进 行拆分重组。据悉，重组后三家独立的事业公司名称分别为"松下空调新风冷链集团""松下电气工程株 式会社""松下电器株式会社"，计划于明年4月正式成立。 "此次家电业务的改革目标，是将中国的这些优势在全球范围内加以利用，甚至可以说成是从'在中国， 为中国'向'在中国，为全球'升级。"松下中国方面日前在回复《中国经营报》记者采访时表示，"可以 说，我们这次经营改革面向的主要市场是日本和欧洲地区，对中国市场的影响比较有限。" 据了解，松下也在中国市场加大AI相关产业布局力度。例如，今年8月6日，位于苏州工业园区的苏州 松下生产科技有限公司二期工厂正式竣工。另有消息称，松下电子材料（上海）有限公司新工厂即将于 9月份 ...

21世纪经济报道记者 吴立洋 百年日企松下，正经历一场备受市场瞩目的经营变革。 今年2月，松下控股株式会社全球CEO楠见雄规在集团经营改革说明会上发布声明，表示将启动全面组 织结构调整，松下电器将重组为松下空调新风冷链集团、松下电气工程株式会社以及新的松下电器株式 会社，三家子公司间相互独立。 如此大规模的组织调整，意味着公司的经营、生产、销售、物流等环节都面临重新整合。其中，松下为 提升在华业务效率，于2019年成立的首家本土外事业统括公司——中国东北亚公司，其组织结构和人事 管理变化也成为本次结构变革中市场关注的焦点。 近日，松下控股株式会社全球副总裁、集团中国东北亚总代表本间哲朗等松下高管在日本接受了包括21 世纪经济报道记者在内的中国媒体记者采访，介绍了松下进行经营改革的目标和进程，以及接下来在中 国市场的经营方向。 本间哲朗表示，中国不仅是制造大国、消费大国，还是创新大国、工程师大国，松下将持续扩大在中国 的投资，在中国激烈的市场竞争中锻炼自己的经营能力和产品，提升松下在全球业务中的竞争力。 （松下控股株式会社全球副总裁、集团中国东北亚总代表本间哲朗，图片来源：企业供图） 受产品升级、中国以旧换新政 ...

Core Viewpoint - Panasonic Group is committed to deepening its investment and operations in the Chinese market, with a focus on AI and energy sectors as key areas for future growth [1][4][8]. Financial Performance - In the fiscal year 2024, Panasonic Group achieved revenue of 84,582 billion yen (approximately 407.4 billion RMB) and a net profit of 3,662 billion yen (approximately 17.6 billion RMB), with revenue from China accounting for 24.4% of global revenue and profit from China representing 30% of the total [3]. Business Segments - The home appliances and residential equipment business accounts for about one-third of Panasonic's revenue in China, while electronic components, automation equipment, batteries, and automotive parts make up the remaining two-thirds [4]. Future Investment Directions - Panasonic plans to focus its investments on AI and energy sectors, including electric vehicle batteries, perovskite batteries, and hydrogen energy [8]. Market Expectations - Despite some Japanese companies reporting a decline in revenue in the first half of the year, over half of the surveyed companies expressed intentions to increase or maintain their investments in China [6]. Recent Developments - Panasonic is set to begin construction of a new factory in Shanghai's Fengxian District, aimed at supporting its AI, semiconductor, and electric vehicle battery teams [11]. Sales Growth - In the first quarter of fiscal year 2025, Panasonic's sales in China increased by 3% year-on-year, with operating profit rising by 26%, driven by strong demand in electronic components and production equipment [7]. Localization Strategy - Panasonic has emphasized localizing its R&D efforts in China, with a significant increase in the number of software developers from 1,000 to 2,000 over the past six years, and aims to double this number in the next five years [13].

Group 1: Financial Performance - Panasonic's sales and operating profit in the Northeast Asia region for FY2024 are projected to grow to 103% and 110% of the previous year, respectively [1] - In Q1 FY2025 (April-June), sales reached 103% year-on-year, while operating profit increased by 126% [1] Group 2: AI and Business Growth - The investment boom in global generative AI servers has significantly boosted Panasonic's business in Northeast Asia, with capacitor sales doubling and electronic materials sales increasing by 133% [4] - Panasonic is accelerating capacity expansion to meet market demand, including new factories in Guangzhou and Shanghai for electronic materials [4] Group 3: Global Strategy - Panasonic is replicating its successful strategies from the Chinese market globally, transitioning from "Made in China for China" to "Made in China for the World" [6] - The company has over 6,000 suppliers in China and is leveraging local procurement to supply components globally [6] Group 4: Energy Sector Developments - Panasonic is advancing its operations in both the North American and Chinese markets, with a new factory in Kansas for electric vehicle batteries and a significant investment in Dalian for battery production [7] Group 5: Trade Shows and Strategic Partnerships - Panasonic has actively participated in the China International Import Expo (CIIE), using the platform to showcase products and establish strategic partnerships [8] - The company plans to highlight AI products at the upcoming CIIE, sharing experiences with other Japanese companies operating in China [9] Group 6: Market Positioning - Panasonic emphasizes the importance of unique value over price competition in the Chinese market, focusing on technology, design, and practicality [9] - The company has localized decision-making and development functions to better cater to Chinese consumer expectations [9]

Group 1 - Panasonic is increasing investments in China's AI-related industries, with a new electronic materials factory set to open in Shanghai in September [2] - In the Northeast Asia region, Panasonic's sales revenue for the fiscal year 2024 is expected to grow by 3% year-on-year, with operating profit increasing by 10% [2] - The first quarter of fiscal year 2025 (April to June 2023) also saw revenue and profit growth, with sales up by 3% and operating profit up by 26% [2] Group 2 - Panasonic's investment in the electronic materials factory in Guangzhou, which began construction in June 2020, amounts to 790 million yuan and is set to produce multilayer substrates for AI servers [3] - A new factory in Suzhou, with an investment of 600 million yuan, is scheduled to start construction in October 2024 and will produce new materials for integrated circuits [3] - An additional factory in Shanghai, with an investment of 120 million yuan, is planned to begin construction in September 2025, focusing on electronic materials for AI servers [3] Group 3 - Panasonic's sales of capacitors and electronic materials for AI servers to Western markets increased by 133% year-on-year [3] - The company has signed contracts for cooling liquid circulation pumps for servers, with plans for production at its Hangzhou motor factory [3] Group 4 - Panasonic is enhancing internal AI applications by integrating large models like Chat GPT and DeepSeek into its systems [4] - The company is promoting AI technology through internal competitions and has developed its own small model for generative AI servers [4] - Panasonic plans to share its AI application practices with other Japanese companies operating in China [4]

Core Insights - Panasonic Holdings Corporation is undergoing a significant transformation aimed at becoming a leaner, more profitable, and more valuable company [1] Group 1 - The current reorganization is a culmination of the company's transformation efforts over the past decade [1]