中国市场如何反向塑造国际电梯巨头的生长轨迹？ 对话通力集团大中华区总裁包嘉峰

Core Insights - KONE Group is focusing on long-term growth in China, viewing current market challenges as opportunities for expansion [1][3] - The company is shifting its strategy towards maintenance and modernization services, which are expected to become a significant growth area [1][9] Group 1: Investment and Market Strategy - KONE Group's leadership emphasizes the importance of a long-term vision, aiming for sustainable growth over the next century [1][3] - The company plans to capitalize on competitors' withdrawal from the Chinese market by increasing its investments [1][3] - KONE's business in Greater China is projected to see a doubling in the share of maintenance and modernization services, aligning closely with new elevator business volumes [1] Group 2: Operational Adjustments - KONE has established a second headquarters in Shenzhen to strengthen its presence in the Greater Bay Area, which is characterized by high demand for personalized services [4] - The company has restructured its subsidiary, Giant KONE, to be fully controlled by a local entity, enhancing operational flexibility and responsiveness to market needs [5][6] - The dual-brand strategy allows KONE and Giant KONE to complement each other, with KONE focusing on high-tech products and Giant KONE addressing local market demands [7] Group 3: Digital Transformation - KONE is implementing a three-phase digital transformation strategy, starting with internal processes, then extending to customer transparency, and finally achieving remote intervention capabilities [12][13] - AI technology is being integrated into operations to enhance safety and predictive maintenance, with over 600,000 elevators connected for data analysis [14][15] Group 4: Market Dynamics and Future Outlook - The Chinese elevator market is expected to experience a significant wave of modernization in the coming decade, driven by the aging of existing elevators [9] - KONE is adapting its service models to focus on the entire lifecycle of products, offering flexible financing options to clients [11] - The company anticipates a healthy industry consolidation process, preparing for future market adjustments [11]