当采暖成为消费热点，德国威能加速深耕中国市场

Core Insights - Global brands are reassessing the deep value of localization in light of China's manufacturing rise and consumer awareness upgrade [1] - The transition from "producing in China" to "innovating for the world" is a key focus for companies [1] Industry Overview - The modern industrial base in Wuxi, covering over 64,000 square meters, symbolizes the shift in global narratives [1] - The German brand Vaillant operates this facility, with an annual production capacity of 1.5 million units, while the wall-mounted boiler sales in China are projected to reach 2 million units in 2024 [3] - Approximately 40% of the factory's electricity comes from photovoltaic power, and it has achieved international LEED Gold certification, reflecting the growing importance of heating solutions among Chinese consumers [3] Consumer Behavior Changes - Consumer perception has evolved from "brand worship" to "quality recognition," with China's manufacturing value expected to account for nearly 30% of the global total by 2025 [4] - The overall scale of China's manufacturing has maintained the top position globally for 15 consecutive years [4] - The shift in consumer mindset indicates a more rational judgment, where consumers are clearer about their product needs and lifestyle preferences [4] Market Demand Diversification - The demand in the Chinese market has become increasingly diverse, reflecting the changing consumer mindset [6] Product Development Insights - Specific product requirements, such as higher adjustment ratios for wall-mounted boilers to accommodate varying water temperatures, are critical for usability [9] - Noise control is emphasized, with dedicated soundproofing labs focusing on psychological acoustics to ensure products operate quietly [10] - Smart features, such as remote operation and temperature settings via an app, are driven by Chinese customer demands, influencing global product upgrades [10] Global Innovation Impact - Innovations developed for the Chinese market are now influencing global products, with Vaillant exporting approximately 300,000 water heaters annually to over ten European countries [12] - The collaboration with Southeast University since 2019 has led to algorithm optimizations that cater to both local and international markets [12] Challenges for Multinational Companies - Multinational companies face the challenge of adapting to local market needs rather than merely replicating existing production systems [14] - China's market is evolving from being a traditional manufacturing hub to becoming a center for global innovation [14] Global Consumer Consensus - Successful products can achieve global recognition, as evidenced by the popularity of brands like Labubu among young consumers worldwide [16] - The operational strategies of foreign brands in China are shifting towards deep adaptation to local needs while maintaining core standards, leading to local innovations influencing global standards [16]