沪上电梯故障已完成整改 巨头通力称将持续优化在华业务结构

Core Viewpoint - KONE Elevator is facing public scrutiny due to frequent elevator malfunctions in several residential complexes in Shanghai, prompting regulatory intervention and a commitment to rectify the issues [2][3]. Company Response and Actions - KONE has cooperated with market regulatory authorities in Shanghai, conducting thorough inspections and addressing the issues, with all projects reportedly passing government inspections [2]. - The company claims that the recent faults are partly due to improper usage during renovation periods, and it has increased maintenance personnel and frequency to ensure safety [4]. - Following the rectification measures, KONE reported no further complaints or malfunctions in the affected elevators within ten days [5]. Market Position and Financial Performance - KONE Elevator, established in 1910, is a leading player in the global elevator and escalator industry, with a revenue of €11.1 billion in 2024 and operations in over 60 countries [6]. - The Chinese market is KONE's largest single market, accounting for over 20% of global sales, with revenues in China reported at ¥23.825 billion, ¥21.993 billion, and ¥21.817 billion for the years 2022 to 2024 respectively [6]. - Despite a downturn in the new equipment market, KONE's modernization and maintenance services have seen double-digit growth, becoming a key growth driver [6]. Strategic Outlook - KONE's management emphasizes a long-term vision, focusing on future opportunities in China while competitors reduce their investments [7]. - For 2025, KONE anticipates steady growth with a 3.8% increase in orders, reaching €9.087 billion, and a sales increase of 1.3% to €11.245 billion [7]. - The company is transitioning from a traditional equipment supplier to a service-oriented solutions provider, with a focus on lifecycle services and local market adaptation [7].