本报记者 方超 石英婧 上海报道 汇聚诸多明星车企的2025年上海车展上，动作频频的全球零部件巨头也越发受到市场关注。 4月23日，2025年上海车展拉开帷幕，《中国经营报》记者实地走访场馆发现，除了一众车企接连发布 重磅新品外，采埃孚、博世、麦格纳、大陆、佛瑞亚、法雷奥、安波福等全球百强零部件供应商也"组 团"出征，一家零部件企业展台负责人向记者感叹："今年上海Tier 1的车展存在感明显增强。" 与往年车展不同，2025年上海车展上的全球零部件巨头受关注度明显提升。 公开信息显示，博世、采埃孚、麦格纳、摩比斯、大陆、佛瑞亚、法雷奥、安波福、奥托立夫等超半数 世界百强零部件供应商参加2025年上海车展，汽车科技及供应链展区展出面积约10万平方米，参展企业 规模和数量较上届明显增长。 中国汽车流通协会专家委员会委员章弘向记者分析，随着汽车行业向电动化和智能化转型，参加2025年 上海车展的全球零部件巨头规模增加。"从多个维度展示了汽车行业正加速向智能化转型，以及智能科 技在汽车行业中的重要性日益显著。" （采埃孚展台。 受访者/图） "在全球汽车行业格局经历深刻变革的当下，我们正在加速战略转型，推动全球出行变 ...

Core Viewpoint - The company Ambarella is enhancing its localization strategy in China, focusing on developing high-performance, cost-effective solutions tailored for local automotive manufacturers, aiming to create a fully autonomous and controllable smart vehicle ecosystem [1][2]. Group 1: Localization Strategy - Ambarella is advancing its "Localization Strategy 2.0," which aims to build a 100% autonomous and controllable smart automotive technology system using Chinese talent, supply chains, and innovations [2][3]. - The company is investing heavily in China, including the establishment of two new factories: one in Wuhan for high-pressure connector systems and another in Shanghai for localized high-pressure power distribution solutions [2]. - Ambarella is also launching a smart factory for active safety products in China, which will supply key components domestically [2]. Group 2: Software and Testing Capabilities - The company is strengthening its software development and testing capabilities by establishing a new data center and testing center in China, building on the existing Wind River software center in Shanghai [3]. - Ambarella has introduced cross-domain integration solutions based on local chips to maximize cost efficiency for automotive manufacturers and consumers [4][6]. Group 3: Supply Chain and Ecosystem - Ambarella has partnered with over 100 local core suppliers to achieve a 100% domestic supply chain, with a rapid increase in localization rates [5]. - The company showcased highly localized supply chain systems at the auto show, emphasizing products developed in collaboration with local ecosystems [5]. - Key localized innovations include the Wind River Real-Time Operating System (RTOS) and Hypervisor, both developed in China and free from foreign control components [5][8]. Group 4: Globalization Support - Ambarella's "Chinese solution" has successfully assisted several automotive companies in expanding overseas, including significant reductions in software development cycles and costs for GAC [9]. - The company provides comprehensive support for new automotive clients, including compliance data collection, local vehicle maintenance, and rapid response services [9]. - Ambarella aims to enhance the global presence of Chinese automotive companies, transitioning from "Made in China" to "Created in China" by 2027, with plans for global supply chain coverage [11].

Core Insights - AstraZeneca's commitment to promoting inclusive globalization and maintaining global supply chain stability boosts confidence for multinational companies in China and global markets [1][3] - The completion of AstraZeneca's inhalation aerosol production base in Qingdao, Shandong, represents a significant investment of $750 million and is expected to produce 54 million respiratory drug units annually [1][3] Company Investment and Strategy - Since entering China in 1993, AstraZeneca has invested over $5 billion in the country, making it the company's second-largest market globally [3] - The company announced a $2.5 billion investment plan to establish its sixth global strategic R&D center in Beijing by March 2025 [3] - AstraZeneca's synchronization rate between its R&D pipeline in China and its global pipeline has reached 100%, with plans to launch 20 innovative drugs by 2030 [3] Future Outlook - AstraZeneca expresses strong confidence in the Chinese market, innovation, and manufacturing, committing to further investments and long-term development in China [3] - The company aims to contribute to the high-quality and sustainable development of China's healthcare sector, benefiting both Chinese and global patients [3]

Group 1: BASF's Investment in China - BASF is increasing its investment in China, with a recent announcement of approximately 500 million yuan for a second facility in Shanghai, expected to enhance production capacity by nearly 70% by 2027 [1] - The expansion reflects BASF's commitment to local markets and customers, emphasizing its role as a leading chemical supplier in the automotive sector [1] - BASF is also advancing its Zhanjiang project and focusing on providing advanced materials for the Chinese automotive market, including lightweight battery components and materials for intelligent driving [1] Group 2: Dow's Growth Strategy in Asia - Dow identifies China as its second-largest global market and the largest overseas market, focusing on sustainable solutions and local partnerships [2] - The company is launching a plastic recycling traceability solution in collaboration with local partners, aiming to meet the upgrading needs of key industries such as consumer goods and automotive manufacturing [2] - Dow's strategy emphasizes operational efficiency and innovation to support sustainable development and the low-carbon transition in the Asia-Pacific region, particularly in China [2] Group 3: Localized Strategies by Other Companies - Aborg is implementing a "local for local" strategy in China, designing and producing automation solutions tailored for local customers [3] - 3M is benefiting from China's improving business environment and plans to enhance collaboration with government and research institutions to accelerate local production and testing processes [3]

导读： 近期，关税战愈演愈烈，在此背景下，我们特别盘点美国十家科学仪器企业在华的发展布局，以期洞察未来趋势。 他还着重表示，珀金埃尔默太仓工厂扩建项目已完成，新的现代化生产设施和运营平台将在现有的太仓基地附近投产，面积扩大近四倍，并将 逐步实现全品类产线转移。这将进一步提升公司在中国市场的生产和运营规模，更好地服务中国客户。珀金埃尔默将持续关注中国市场与客户 需求的变化，不断推出适应中国市场的产品和解决方案，为中国客户提供创新技术和专业服务。 特别提示 微信公众号机制调整，请点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 2 0 2 5年2月2 8日，胡润研究院发布《2 0 2 4在中国的美国企业特别报告》，报告共收集了7 0家标普5 0 0成分股美国企业的数据，这些企业均披露 了其在中国市场的营收数据。 样本企业在全球市场的收入总额超过2 . 5万亿美元，相当于美国2 0 2 3年GDP总和的9%。报告中不仅提及了苹 果、特斯拉、沃尔玛等知名企业，还特别关注了珀金埃尔默、r e v v it y等科学仪器领域的美国品牌。 回顾历史，自上世纪8 0年代前后，珀金埃 ...

Core Viewpoint - Schneider Electric has evolved through various industrial revolutions, showcasing resilience and adaptability in the face of changing market dynamics and technological advancements [7][65]. Group 1: Historical Evolution - Founded in 1836, Schneider Electric transitioned from a small steel foundry to a major player in the arms and electrical sectors, marking significant milestones in French industrial history [2][5]. - The company played a crucial role in the development of France's first train and the world's first steam warship, linking its name to numerous industrial achievements [4][65]. - Schneider's influence extended through two centuries, adapting to the demands of war and peace, ultimately emerging as a leader in the electrical industry [5][6]. Group 2: Business Strategy and Growth - Schneider Electric's workforce exceeds 160,000, with annual revenue projected at 290 billion RMB by the end of 2024 [6]. - The company has embraced a strategy of "evolution rather than revolution," focusing on gradual improvements and adaptations to maintain its competitive edge [7][67]. - Significant investments in technology and human resources have allowed Schneider to navigate labor movements and economic challenges effectively [13][18]. Group 3: Mergers and Acquisitions - The company has a history of strategic acquisitions, including the purchase of TE Connectivity in 1988 and other key players in the electrical sector, which helped solidify its market position [50][51]. - Schneider Electric's aggressive expansion into the Chinese market has been characterized by a strategy of joint ventures and acquisitions, enhancing its global supply chain [52][53]. - The company is currently in discussions for a potential acquisition of Bentley Systems, which would mark one of its largest deals to date [59]. Group 4: Challenges and Future Outlook - Despite its successes, Schneider Electric faces challenges from competitors in high-automation sectors, such as Siemens and ABB, as well as emerging threats from Chinese manufacturers [60][62]. - Recent cybersecurity incidents have raised concerns about the company's data security and operational integrity, necessitating a renewed focus on technological innovation [63][64]. - The company must leverage its historical strengths in technology and workforce management to address the challenges posed by Industry 4.0 and maintain its leadership position [64][67].

Core Viewpoint - Haier Biomedical's overseas business is strategically positioned to mitigate the impact of U.S. tariffs, with a focus on localizing operations and enhancing product competitiveness in various international markets [2] Group 1: U.S. Market Impact - Haier Biomedical's revenue from the U.S. market accounted for less than 2% of total revenue in 2024, indicating limited exposure to U.S. tariffs [2] - The company has preemptively stocked up on orders before the tariff implementation, minimizing potential disruptions [2] - The firm emphasizes building internal capabilities to navigate complex international challenges through a "one country, one policy" approach [2] Group 2: Overseas Market Performance - In 2024, overseas revenue reached 715 million yuan, a year-on-year decline of 8.73%, but showed double-digit growth when excluding the impact of solar vaccine projects [2] - The company has seen a resurgence in order deliveries since Q3 2024, with Q4 showing positive growth, indicating recovery from previous disruptions [2] - The localization strategy has yielded results, with various product lines experiencing growth despite industry downturns, particularly in Europe and Asia-Pacific regions [2] Group 3: M&A Strategy and Performance - Haier Biomedical employs a "concentric circle" merger and acquisition strategy, targeting industry leaders with strong technological barriers and significant growth potential [2] - The integration of acquired businesses has shown significant results, with double-digit compound annual growth rates for the liquid nitrogen business and substantial revenue growth for other acquired units [2] Group 4: Financial Performance - In 2024, the company's gross margin was 47.99%, affected by changes in accounting policies, but would be 50.43% under consistent accounting standards [2] - The net profit for 2024 was 381 million yuan, influenced by non-operating factors such as investment income from equity disposals [2] - The decline in net profit was also attributed to the effects of ongoing M&A integrations and increased minority interests from subsidiary growth [2]

Core Insights - The bauma 2025 exhibition in Munich, Germany, showcases the latest developments and innovations in the global construction machinery industry, featuring over 3,500 exhibitors from 57 countries [1] - Leading Chinese companies such as SANY, Zoomlion, and CRCHI are prominently displaying their advanced machinery and technology, highlighting China's manufacturing strength [8][9] Group 1: Company Highlights - SANY's remote control experience area attracted significant attention, demonstrating the seamless operation of excavators from a distance, showcasing the company's innovative capabilities [3] - Zoomlion presented over 60 benchmark products across nine categories, integrating cutting-edge technologies like AI and big data into their solutions, which received positive feedback from international clients [3] - CRCHI unveiled the "Jianghai" shield machine, the largest domestically produced shield machine with a diameter of 16.64 meters, marking a breakthrough in China's large-diameter shield machine industry [4] Group 2: Global Expansion Strategies - XCMG's new SPA27J spider lift and its localized production strategy in Poland have enhanced its international presence, with a robust supply chain and growing customer base in Europe [6] - SANY has established a comprehensive marketing service network in Europe, including over 150 agents and 120 sales experts, reflecting its deep-rooted presence in the region [7] - Zoomlion is expanding its global footprint with 11 R&D and manufacturing bases overseas, over 400 international outlets, and a workforce of more than 6,300 overseas employees, significantly enhancing its global delivery and response capabilities [7] Group 3: Industry Trends - The participation of Chinese construction machinery companies in the bauma exhibition underscores their resilience and adaptability in navigating global economic uncertainties [8] - The continuous technological innovations and strategic global expansions of leading firms are reshaping the value landscape in the capital markets, showcasing China's ascent in high-end manufacturing [9]

英飞凌汽车电子生态圈 . 英飞凌拥有超过四十年的汽车半导体丰富经验和技术积累，致力于以微电子实现清洁、安全、智能的汽 车。英飞凌汽车电子生态圈在此与您分享英飞凌汽车电子最新技术、产品、方案、合作、动态，搭建与 本土伙伴技术交流及市场合作的平台。 3月28日，以"夯实电动化，推进智能化，实现高质量发展"为主题的2025中国电动汽车百人会论坛在北京举 办。众多中外机构与行业上下游嘉宾就全球及中国汽车电动化的发展现状、面临的挑战与机遇，以及在技术创 新、市场布局、供应链协同等多方面的应对策略和合作方向等议题分享了各自的观点。 以下文章来源于英飞凌汽车电子生态圈 ，作者英飞凌 英飞凌科技高级副总裁，大中华区汽车业务负责人曹彦飞受邀出席国际论坛并发表主题演讲，正式公布并深度 阐释了英飞凌汽车业务 "在中国，为中国"的本土化战略 ，包括 本土化产品定义，本土化生产和本土化生态圈 。全新的汽车业务本土化战略旨在打造"以客户为中心"的创新生态，赋能中国汽车产业高质量发展，推动行业 实现可持续发展。 如果您希望可以时常见面，欢迎标星收藏哦~ 曹彦飞在演讲中指出，2024年中国汽车与车用半导体产业持续扩大在全球市场的领先地位，中 ...