走出低谷需要多久？阿迪达斯给出的答案是：三年。 过去一个季度，阿迪达斯在华业绩实现"十连增"，单季营收达到9.47亿欧元，同比增长10%。阿迪达斯大中华区董事总经理萧家乐将这一持续回暖的表现 归功于"在中国，为中国"战略的扎实推进。阿迪达斯在中国销售的产品中，本地生产的比例已经接近95%，中国设计的比例已提升至60%——这已经提前 实现了全球CEO比约恩·古尔登设下的目标。 何为真正的在中国，又如何做到完全为中国？对于任何一个志在中国市场的全球品牌而言，这都是一道关乎生存与发展的终极命题。 "三年前，我们提出'在中国，为中国'；三年后的今天，我们还要说——'爱中国'。"这从"为"到"爱"的一字之变，正是阿迪达斯对上述命题交出的答卷。相 比一年前的交谈，萧家乐的语气中多了一丝轻松，更添一份坚定。 从年初的新中式唐装大火，到竞速美学崭露头角，安福路街区三叶草全球旗舰店落地，再到年末上海创意中心（CCS）20周年大秀成功压轴上海时装周， 过去一年，阿迪达斯完成了许多突破性的成绩。"我们比三年前有很大的进步，"对于未来，萧家乐更加踌躇满志，"我也希望我们的团队通过努力，在三年 之后成为一家更好的公司。" "真正的本土 ...

多维布局下，大众为中国消费者交出了更加灵活多元的产品"答卷"。据齐泽凯介绍，2026年，大众汽车将提供纯电、插电式混动、增程式电动多种动力 选择。其中，纯电车型续航里程有望突破700公里；插电式混动车型纯电续航里程将超100公里；增程式电动车型综合续航里程将超1000公里。 在本次广州车展上，大众汽车便带来了两款插电混动车型的发布亮相。其中，上汽大众帕萨特ePro作为Pro家族的首款插电式混动车型，基于上汽大众 全新一代插电式混合动力平台打造，搭载了EA211 1.5T EVO II高效混动专用发动机。一汽-大众全新探岳L插电式混合动力车型则以探岳L为基础，采用了 1.5T发动机和新一代高压电池的动力组合。 第二，为适应快速迭代的"中国速度"，大众汽车通过位于合肥的大众汽车（中国）科技有限公司（VCTC）以及与CARIAD中国、酷睿程（CARIZON） 和本地伙伴的合作，目前已实现产品上市周期缩短30%。不久前，大众汽车还宣布酷睿程将在中国开展系统级芯片（SoC）的自主设计与研发，未来将应用 于支持L3级别及以上自动驾驶功能的大众品牌车型。通过推动核心技术自主化，集团可显著降低系统成本、提升开发效率并增强技术 ...

校对 赵琳 在用户服务层面，东风日产打造了燃油车首个"订交服"分立销售渠道模式，下订、提车、售后等每个环节都由专业团队负责。 此外，东风日产新能源技术架构天演架构下的首款纯电动车型N7和首款插混轿车N6也悉数亮相广州车展。周锋表示这是东风日产首次进入车展 新能源馆。 编辑 徐倩 新京报贝壳财经讯（记者王琳琳）11月21日，东风日产天籁·鸿蒙座舱在广州车展上市，新车共推出4款车型，官方指导价为13.99万元-16.79万 元。东风汽车集团有限公司副总经理党委常委、东风汽车有限公司执行副总裁、东风日产乘用车公司副总经理周锋表示，这款车型不仅是东风日 产"油电同智"战略落地第一车，也是"在中国、为中国、向全球"战略的实际成果，目标是打造"燃油智能第一车"。 天籁·鸿蒙座舱。企业供图 周锋表示，调研发现燃油车用户对燃油车的期待包括既要有熟悉的安全感，也希望体验到真正好用的智能。新车搭载可变压缩比涡轮增压发动 机，最大马力243匹，百公里加速时间为6秒。此外，新车全系标配鸿蒙座舱5，AI级语音智慧助手支持模糊语义识别。 ...

Core Insights - Volkswagen Group (China) emphasizes its commitment to the Chinese market, viewing it as a "gym" for strengthening its capabilities and competitiveness [1][6] - The company is in the "delivery phase" of its "In China, For China" strategy, focusing on launching new models and enhancing consumer experience [3][4] - Volkswagen plans to introduce 20 new energy models in China next year, with a long-term goal of 50 models by 2030, including 30 fully electric vehicles [3][4] Group 1: Strategic Focus - Volkswagen Group's global board members visited China to engage with the local market and experience new products firsthand, highlighting the importance of local insights [2][6] - The company has established its largest R&D center outside Germany in Hefei, collaborating with local partners to enhance its business model [2][4] - The "In China, For China" strategy has led to a complete business model overhaul, focusing on local development and partnerships with companies like XPeng and Horizon Robotics [2][4] Group 2: Technological Advancements - Volkswagen is developing a system-on-chip (SoC) specifically for Advanced Driver Assistance Systems (ADAS), aiming for Level 3 autonomous driving capabilities [4][5] - The China Electronic Architecture (CEA) is a key component of Volkswagen's localization strategy, developed in collaboration with XPeng [4][5] - The company plans to launch Level 2 driving assistance features by 2026 and aims for Level 3 and above by 2030, enhancing its technological edge in the market [5][6] Group 3: Market Positioning - Volkswagen aims to maintain its position as the leading international car manufacturer in China, focusing on value rather than price competition [3][5] - The company recognizes the rapid growth of the Chinese automotive market, with current sales around 24 million units expected to reach 28 million by 2030 [5][6] - Volkswagen's approach emphasizes quality and safety as primary goals, avoiding excessive price competition to ensure sustainable growth [5][6] Group 4: Local Integration and Innovation - Volkswagen's deep integration into the Chinese market has led to a significant reduction in vehicle development cycles, enhancing its global competitiveness [6][7] - The company collaborates with various local firms in battery technology, ADAS, and smart cockpit development, creating a responsive innovation ecosystem [6][7] - The "In China, For China" strategy not only supports local market commitments but also strengthens Volkswagen's global competitiveness [7][8]

Core Viewpoint - Volkswagen Group (China) emphasizes its commitment to the Chinese market, viewing it as a "gym" for strengthening its capabilities and adapting to local demands [1][12]. Group 1: Strategic Focus - Volkswagen Group has established a "localization blueprint" and is in the "delivery phase" of its strategy, aiming to launch new models that enhance consumer experience [3][6]. - The company plans to introduce 20 new energy models in China next year, with a total of approximately 30 models by 2027 and around 50 by 2030, including 30 fully electric vehicles [6][8]. Group 2: Technological Development - Volkswagen is developing a system-on-chip (SoC) specifically for Advanced Driver Assistance Systems (ADAS) to advance towards Level 3 autonomous driving [7]. - The China Electronic Architecture (CEA) is a core part of Volkswagen's localization strategy, developed in collaboration with local partners like XPeng Motors [7][9]. Group 3: Market Positioning - Volkswagen aims to maintain its position as the leading international car manufacturer in China, focusing on value rather than price competition [9][12]. - The company believes that future competition will center on the "value ratio," emphasizing quality and safety over aggressive market share acquisition [9][12]. Group 4: Local Integration - Volkswagen's strategy includes deep collaboration with local companies, enhancing its ability to respond to market changes and innovate [11][12]. - The development cycle for new models in China has been reduced to 24-30 months, improving efficiency and competitiveness in both the Chinese and European markets [11].

Core Insights - The 8th China International Import Expo (CIIE) is being held from November 5 to 10, attracting over 4,100 foreign enterprises from 155 countries and regions [1] Company Highlights - Lululemon has participated in CIIE for the second year, noting significant brand awareness growth and community engagement through yoga events across 43 cities in China [3][7] - Kao Group has been in China for 30 years and emphasizes a localization strategy, showcasing products tailored to Chinese consumer needs, with many new products produced locally [4] - LVMH has deepened its presence in China since entering the market in 1990, showcasing brands like Bulgari and Dior at CIIE to strengthen ties with the Chinese market [5] - Nike has been in China since 1981 and has witnessed the rise of Chinese sports, emphasizing its commitment to the market through the launch of new products and the establishment of the Nike China Creative Center in Shanghai [6][12] Market Trends - The demand for sports and wellness products is increasing in China, prompting Lululemon to expand its product categories beyond yoga to include running, training, tennis, and golf [7] - Shiseido introduced its first skincare brand specifically for Asian skin at CIIE, highlighting the importance of local partnerships in innovation [10] - L'Oréal's "BIG BANG Beauty Tech Co-Creation Program" aims to collaborate with startups to develop innovative beauty technology solutions, with 64% of its products sold in China being locally produced [11][12] Investment and Economic Impact - Thai company Tsingtao Group launched special edition products at CIIE, reflecting its growth from exhibitor to investor in China, with over 4.3 billion yuan invested in the last five years [13] - APP (China) has adopted a sustainable development model and plans to achieve approximately 89.4 billion yuan in sales by the end of 2024, actively participating in regional trade initiatives [13]

Core Insights - Adidas has showcased its commitment to the Chinese market by participating in the China International Import Expo for the fourth time, emphasizing its strategy of "In China, For China" [1][4] - The company has introduced innovative products and localized designs, aiming to meet the evolving demands of Chinese consumers while promoting high-quality development in the sports industry [1][4] Group 1: Event Participation and Strategy - Adidas highlighted its theme "Three Stripes Energy, Powering in China" at the expo, featuring a dedicated area for the FIFA World Cup and showcasing technological innovations in running shoes [1] - The global sales head of Adidas expressed the company's intention to continue collaborating with the Chinese government, athletes, consumers, and partners to leverage opportunities in China's sports sector [1][4] Group 2: Product Innovations - At the expo, Adidas unveiled the home jerseys for the German, Argentine, Spanish, and Italian national teams for the 2026 FIFA World Cup, emphasizing their design inspirations from history and culture [2] - The new jerseys incorporate Adidas' CLIMACOOL technology, designed to help players adapt to varying climate conditions during the World Cup [2] Group 3: Technological Advancements - The official match ball for the 2026 FIFA World Cup, named "Trionda," features a revolutionary four-panel structure and advanced side chip system for precise flight trajectories and real-time data collection [3] - This innovation aims to enhance the accuracy of officiating in matches, providing a smoother experience for fans [3] Group 4: Localized Design and Market Engagement - Over 60% of Adidas products sold in China are designed by local teams, reflecting the company's commitment to "China Creation" and local market needs [3] - Recent product lines, such as New Chinese Style and Future of Style, have gained popularity among domestic consumers and attracted interest from international markets, particularly in Japan and South Korea [3]

Core Insights - Nissan Import and Export (Guangzhou) Co., Ltd. has been established as the first joint venture vehicle import and export company by a foreign automaker in China, with an investment of 1 billion RMB from Nissan (China) Investment Co., Ltd. and Dongfeng Motor Group Co., Ltd. [1][2] - The establishment of this new company signifies a new model of joint cooperation aimed at value co-creation, expanding the successful partnership that began 22 years ago with the founding of Dongfeng Nissan [1][2] - The N7, Nissan's first pure electric sedan under the Dongfeng Nissan new energy technology framework, and the Frontier Pro PHEV, the first pickup truck designed, developed, and produced in China for global export, will be among the first models to be exported [1][2] Company Strategy - The establishment of Nissan Import and Export (Guangzhou) Co., Ltd. is a strategic move to enhance high-level open cooperation and integrate into the global economic landscape [2] - Nissan aims to leverage China's position as the largest automotive market and an innovation engine for global automotive industry transformation, focusing on electric and intelligent vehicle development [2] - The collaboration between Nissan and Dongfeng will emphasize the integration of global standards with Chinese wisdom to accelerate the "made in China, for the world" strategy [2]

Core Insights - Nissan has established a new joint venture, Nissan Import and Export (Guangzhou) Co., Ltd., marking a significant step in its strategy of "In China, for the World" [1][2] - The new company aims to enhance Nissan's presence in the Chinese market and position China as a global hub for electric vehicle (EV) development and exports [2][3] Company Developments - Nissan Import and Export (Guangzhou) Co., Ltd. is the first joint venture for vehicle import and export by a foreign automaker in China, with an investment of 1 billion RMB, where Nissan holds a 60% stake and Dongfeng Motor Group holds 40% [1][2] - The establishment of this joint venture is seen as a milestone in Nissan's commitment to deepening its market presence in China and leveraging local innovation for global markets [2][3] Strategic Goals - Nissan aims to create globally competitive products by utilizing China's robust supply chain in electrification and intelligence, with a focus on local development for global markets [2][3] - The company plans to export 100,000 vehicles from China starting in 2025 as part of its "The Arc" plan [3][5] Market Performance - Nissan has faced declining sales in China over the past seven years, with sales figures dropping from 1.5469 million units in 2019 to 457,100 units in the first nine months of 2025, reflecting a significant downward trend [4][5] - The company reported a net loss of 670.8 billion yen (approximately 32.6 billion RMB) for the fiscal year 2024, with a global sales decline of 2.8% [4] Product Development - The new joint venture will focus on developing and exporting two new EV models, the Dongfeng Nissan N7 and the Frontier Pro PHEV, which are set to be the first locally developed products for overseas markets [3][6] - Nissan's strategy includes granting its Chinese team greater autonomy in product development, allowing for faster development cycles and more tailored products for the local market [5][7]

Core Viewpoint - The article emphasizes Estée Lauder's commitment to the Chinese market through its participation in the China International Import Expo, showcasing a comprehensive strategy that includes local R&D and innovative technology to meet consumer demands [3][19]. Group 1: Strategic Commitment - Estée Lauder's CEO highlighted the importance of deepening local R&D and technological innovation to align with Chinese consumer needs [3]. - The company presented a complete brand matrix for the first time at the expo, featuring 17 brands across various categories, demonstrating its commitment to the Chinese market [8][9]. - The theme of the expo participation, "Reshaping the New Beauty Landscape, Together Towards a Prosperous Future," reflects the company's strategic evolution from being a participant to a co-creator in the beauty industry [4][6]. Group 2: Innovative Experiences - The expo featured an interactive innovation R&D zone, celebrating 20 years of innovation in China, where attendees could engage with advanced beauty technologies [10][11]. - New products included AI skin detection tools and ultrasound skin measurement devices, enhancing consumer interaction and experience [10][11]. - The introduction of a smart makeup application showcased the company's focus on personalized beauty solutions [11]. Group 3: Product Innovation - Estée Lauder launched over a hundred new products, including several global and China debuts, addressing specific consumer needs in skincare, makeup, and fragrance [20][22]. - The "Rejuvenating Essence Oil" exemplifies the company's response to the nuanced anti-aging demands of Chinese consumers, integrating years of research into a new product [22][24]. - The company is actively developing products tailored to the high-growth potential of the Chinese market, particularly in the medical beauty sector [26][28]. Group 4: Market Performance - The latest financial report indicated a 9% organic sales growth in mainland China, highlighting the company's strong performance in the high-end beauty market [29][30]. - Seven brands under Estée Lauder achieved double-digit growth in China, with La Mer showing nearly triple-digit growth [29]. - The establishment of a dedicated China innovation R&D center and the elevation of the China market to an independent reporting region reflect the company's strategic focus on local responsiveness [30][32]. Group 5: Future Outlook - The article concludes that Estée Lauder's strategic decisions and local market engagement are not just reactive but part of a broader, proactive approach to capitalize on China's vibrant consumer landscape [32][33].