在华外资战略调整，开启“深度本土化+长期主义”模式

Core Insights - The article emphasizes the strategic shift of multinational companies in China, highlighting their deep integration into local ecosystems and communities, which enhances their resilience in the global market [1][2]. Group 1: Multinational Companies' Strategies - Epson has been operating in China for nearly 30 years and has transitioned from localized manufacturing to a fully integrated value chain, engaging with local communities through initiatives like immersive educational experiences for special needs students [1][3]. - The number of newly established foreign-invested enterprises in China increased by 19.1% year-on-year in 2025, while the actual amount of foreign capital used decreased by 9.5%, indicating a shift in investment dynamics [1]. - German companies have significantly increased their investments in China, with over €7 billion invested in the first 11 months of 2025, marking a 55.5% increase compared to the same period in 2024 and 2023 [1]. Group 2: Local Integration and Innovation - Epson plans to launch customized industrial robots in 2025 to meet diverse automation needs in China, while also introducing an AI learning printer in collaboration with local partners to enhance educational experiences [3]. - Hitachi Elevator has established its largest factory and R&D team in China, focusing on modernization and energy-efficient technologies in response to the evolving urban landscape [4]. - The Chinese manufacturing sector's negative list for foreign investment has been fully cleared, enhancing the attractiveness of the market for foreign capital, particularly in advanced manufacturing and modern services [5]. Group 3: Long-term Investment Trends - Despite global uncertainties, many multinational companies are committing to long-term investments in China, with Karcher planning to upgrade its Shanghai headquarters and expand production capacity in the Yangtze River Delta [6]. - Lanxess has initiated its largest global investment in five years by expanding its production base in Qingdao, driven by strong downstream market demand [6]. - The trend indicates that the Chinese market is evolving beyond a mere sales destination to become a key driver of global technological innovation and business model evolution [7].