以“中国研发”为突破，外资借进博布局全球贸易

Group 1: Core Insights - The China International Import Expo (CIIE) serves as a platform for understanding the transformation of foreign investment in China, highlighting the shift from merely importing to local production and R&D [1] - Amid global uncertainties, China's commitment to "openness and development" is increasingly evident, making it a key player in global trade [1] Group 2: Global Competitiveness - Companies like Zeiss emphasize the importance of China's complete and responsive supply chain as a critical support for enhancing global competitiveness [2] - Zeiss is dynamically adjusting its global supply chain to minimize tariff impacts, moving parts of its supply chain from the U.S. to Germany and from Germany to China [2][3] - China has become Zeiss's largest market, contributing nearly 20% to the group's revenue, with ongoing discussions about local procurement standards [3] Group 3: Localization and Innovation - Companies are increasingly focusing on localizing their operations in China, with a shift from "local manufacturing" to "local R&D" and "local decision-making" [5] - Adidas has achieved over 60% of its products in China being designed by local teams, leading to significant growth in the Greater China region [8] - The collaboration between Japanese and Chinese teams in companies like Kao Group highlights the importance of local R&D in meeting diverse consumer needs [11] Group 4: Supply Chain Resilience - The establishment of local production bases, such as Schott's facility in Zhejiang, enhances supply security and benefits from China's supply chain advantages [4] - Schott's revenue in China reached approximately 2.42 billion RMB, reflecting a 3% growth after excluding exchange rate factors [10] - The new production line for Schott in Suzhou aims to support the innovation of the Chinese automotive industry, particularly in electric vehicles [10] Group 5: Sustainability and Innovation - SKF's commitment to achieving net-zero emissions by 2030 aligns with China's dual carbon goals, showcasing a commitment to sustainable manufacturing practices [12] - The introduction of SKF's near-zero carbon bearings at the CIIE demonstrates the company's focus on innovative and sustainable solutions [11][12]