（原标题：前 OMD 中国 CEO Connie Chan 出任Stagwell 亚太区首席增长官） Chan 的行业履历堪称标杆，在担任 OMD 中国 CEO 期间，她主导上海、北京、广州三地业务革新，以 "文化驱动增长" 为核心理念，推动公司在创意营销与客户拓展上屡创佳绩。更早前在 WPP 集团的 15 年职业生涯中，她曾历任 MEC（现 Wavemaker）亚太区首席客户官、新加坡政府公共事务业务负责人 等要职，擅长在多元文化语境下搭建战略合作伙伴关系，尤其在跨区域资源整合与客户价值深挖领域颇 具建树。 《现代广告》分析认为，Stagwell 此次挖角 OMD 中国掌舵者，凸显了头部营销集团对亚太市场 "本土 化领导力" 的争夺白热化。随着中国、印度等新兴市场成为全球增长引擎，具备 "国际视野 + 本土实操 经验" 的复合型人才已成为行业稀缺资源。Chan 的加入不仅将为 Stagwell 注入创新动能，更可能引发 区域竞品的连锁人事调整，进一步重塑亚太营销服务行业格局。 5月20日，全球营销技术与创意服务巨头 Stagwell 宣布重磅人事调整：任命行业资深领袖 Connie Chan 为亚太区首席增 ...

Core Insights - BYD achieved a net profit of over 9.1 billion yuan in Q1 2025, leading the A-share listed vehicle companies [1] - The total operating revenue for BYD in Q1 2025 was approximately 170.3 billion yuan, representing a year-on-year growth of 36.35% [2] - The significant growth in sales of new energy vehicles (NEVs) was a key factor in BYD's strong performance, with sales reaching about 1 million units, a 59.81% increase year-on-year [3] Financial Performance - Total operating revenue: 170.36 billion yuan, up 36.35% from 124.94 billion yuan in the same period last year [2] - Net profit attributable to shareholders: 9.15 billion yuan, a 100.38% increase from 4.57 billion yuan [2] - Basic earnings per share: 3.12 yuan, up 98.73% from 1.57 yuan [2] - Total assets: 840.53 billion yuan, a 7.30% increase from the previous year [2] Sales Growth - BYD sold approximately 1,000,804 NEVs in Q1 2025, a 59.81% increase compared to the same period last year [5] - The sales of pure electric vehicles reached about 416,388 units, a 38.74% increase, while plug-in hybrid vehicles sold around 569,710 units, a 75.68% increase [6] Strategic Advantages - BYD's growth is attributed to its long-term commitment to new energy strategies, technological innovation, vertical integration, and multi-brand collaboration [6] - The company has stopped producing fuel vehicles since March 2022, focusing solely on electric and hybrid vehicles, positioning itself as a leader in the NEV market [6] Research and Development - BYD's R&D investment exceeded 190 billion yuan, with Q1 2025 R&D expenses at approximately 14.22 billion yuan, surpassing the net profit by nearly 51 billion yuan [9][11] - The company is recognized for its comprehensive control over the entire supply chain, including batteries, motors, and vehicle-grade semiconductors [11] Global Expansion - BYD's overseas sales of NEVs reached about 206,100 units in Q1 2025, a 110.51% increase, accounting for 20.59% of total vehicle sales [13] - The company aims for a total annual sales target of 5.5 million units in 2025, with 800,000 units expected to come from overseas markets [13][14] - BYD has established production facilities in Thailand, Uzbekistan, Brazil, and Hungary to support its global strategy [14]

他介绍，迪拜工业城在过去 12 个月中吸引了超过 17 亿迪拉姆（约合人民币33.4亿元）的投资，涉及食品和饮料 (F&B)、重型设备、能源解决方 案、汽车和轻工业等重要经济领域。2024年，在食品与饮料行业共吸引超过3.5亿迪拉姆（约合人民币6.87亿元）投资，巩固其作为该战略性行业关 键枢纽的地位，以满足本地和区域日益增长的市场需求。 谈及未来投资方向，舒瓦尔布表示，当前项目涵盖基础设施升级、电站建设、劳工宿舍扩建及新工业用地推出，相关领域将很快推出若干重要新举 措。 阿联酋迪拜 视觉中国 资料图 5月19日，迪拜TECOM集团工业板块执行副总裁苏奥德·阿布·舒瓦尔布表示，迪拜工业城在2025年初取得一系列积极成果，为全年工业增长和吸引 投资者奠定良好基础。 舒瓦尔布在"2025年阿联酋制造"展会期间接受阿联酋通讯社采访时指出，自2024年初以来，迪拜工业城持续实现强劲增长，入驻企业数量同比增长 超过10%，截至年底突破1100家；同时，投产工厂数量增加逾16%，达到350家以上，显示迪拜在吸引工业投资方面的强大吸引力，并有助于提升工 业产值。 他强调，迪拜工业城致力于为阿联酋推进工业本土化目标提供支持， ...

Group 1: Global Automotive Production Overview - In 2024, global automotive production is projected to reach 92.5 million units, with Africa contributing only 1.18 million units, accounting for 1.27% of the total production [1] - South Africa and Morocco dominate African automotive production, with South Africa producing 632,285 vehicles (50.9% market share) and Morocco producing 559,645 vehicles (45.5% market share) [1] - South Africa's automotive market is characterized by a mature ecosystem with 430 suppliers and component manufacturers, while Morocco has a growing presence with two major manufacturers [1][3] Group 2: South Africa's Automotive Industry - Approximately 62% of South Africa's automotive production is exported, primarily to Europe, with a goal to increase annual production to 1.4 million units by 2035 [2] - South Africa faces challenges such as ongoing electricity supply shortages affecting manufacturing and new U.S. tariffs impacting exports to the U.S. by about 30,000 vehicles annually [2] - The local production includes popular models like BMW X3, Mercedes-Benz C-Class, and Toyota Corolla, with Volkswagen leading local production at 167,084 units [1] Group 3: Morocco's Automotive Industry - Morocco has solidified its position as Africa's leading passenger car producer, with Renault Morocco achieving a record production of 413,614 vehicles in 2024, a significant increase from previous years [3][4] - The local automotive industry in Morocco boasts a high localization rate of 65.5%, with plans to increase it to 80% by 2030, supported by a network of 90 local partners [4] - Stellantis Morocco produced 111,000 vehicles in 2024, with a localization rate of 70%, and aims to enhance its local supply chain further [4]

Core Viewpoint - The "Cooperation and Win-Win - 2025 Dahuaba Brazil Chinese Business Summit" held in São Paulo highlighted the collaboration opportunities and localization strategies for Chinese enterprises in Brazil amid a complex international landscape [1][2]. Group 1: Company Initiatives - Dahuaba Brazil has been operating in Brazil since 2016, focusing on a "local deep cultivation" strategy, covering all 26 states and the federal district, and participating in significant projects like the Rio Olympics security system and the Three Gorges photovoltaic power station [1][4]. - The company aims to continue opening its technological ecosystem and sharing resources with Chinese partners for mutual development [1]. Group 2: Industry Collaboration - The summit featured specialized sessions on industry solutions and the Chinese business cooperation ecosystem, showcasing Dahuaba's "global technology + local adaptation" advantages through localized case studies [2]. - Dahuaba's sales director outlined three strategic pillars for serving Chinese enterprises: a "headquarters + local" dual-line collaboration mechanism, model projects with local standards, and an integrated service delivery chain with ecosystem partners [2]. Group 3: Networking and Future Prospects - The summit served as a platform for Chinese enterprises to exchange experiences and marked a new step in cooperation, with expectations for Dahuaba Brazil to assist in the "re-industrialization" process and promote high-quality Sino-Brazilian cooperation [3]. - Attendees visited the Dahuaba Experience Center to learn about advanced technologies such as thermal imaging security and smart city management platforms [3].

Core Viewpoint - Tims China is struggling to maintain competitiveness in the rapidly growing Chinese coffee market, facing significant financial challenges and competition from both international and local brands [1][2][12] Financial Performance - In 2024, Tims China reported a revenue decline of 10.8% to 1.391 billion yuan, with a net loss of 409 million yuan, although the loss narrowed by 53% year-on-year [3][12] - The company has total assets of 1.564 billion yuan and total liabilities of 2.397 billion yuan, indicating a state of insolvency [3][4] - Tims China received a total of $65 million in financing from its parent company and shareholders to support operations [4][5] Market Position and Competition - The Chinese coffee market is projected to grow at a compound annual growth rate of 17.14%, reaching 265.4 billion yuan by 2024, with strong competition from Starbucks, Luckin Coffee, and other local brands [1][2] - Tims China has been unable to achieve the scale necessary to compete effectively, with a total of 1,022 stores as of December 31, 2024, falling short of its expansion targets [6][11] Strategic Initiatives - To improve profitability, Tims China is increasing its focus on franchise operations, having opened franchise opportunities in major cities and launched a "county-level franchise" plan [6][8] - The company is also adjusting its product offerings to include lower-cost items to attract consumers in lower-tier cities, although this strategy may compress margins [8][10] Challenges and Risks - Tims China faces challenges in differentiating its product offerings, as its "coffee + warm food" model is easily replicable by competitors [10][12] - The company has raised prices on some products, which has led to consumer dissatisfaction and potential loss of market share [9][10] - The long-term viability of Tims China is in question, with concerns about whether its parent company, RBI, will continue to provide financial support if profitability does not improve [11][12]

Group 1 - The recent reduction in tariffs has led to a surge in orders from U.S. customers, with a notable example being a $100,000 order received by a company within hours of the announcement [1] - Tariffs on RV awnings have dropped from 153.8% to 38.8%, resulting in a significant increase in demand as businesses rush to fulfill orders within a limited shipping window [1] - Container shipping bookings from China to the U.S. have skyrocketed by nearly 300%, indicating a strong response from businesses to the tariff changes [1] Group 2 - Efforts to shift from export to domestic sales have been initiated, but the effectiveness of these measures is limited in the short term [2][3] - Major e-commerce platforms have launched initiatives to support foreign trade companies in transitioning to domestic sales, but the overall demand in the domestic market remains insufficient [2][3] - Historical attempts at export-to-domestic transitions have not yielded favorable outcomes, highlighting the challenges faced by foreign trade enterprises [4][5] Group 3 - The industrial capacity utilization rate in China is at a low of 75.0%, indicating an oversupply of goods in the market [7] - Consumer spending remains weak, with significant declines in retail sales in major cities, suggesting a lack of purchasing power among consumers [7] - Price wars among e-commerce platforms have intensified, leading to squeezed profit margins for businesses [7][8] Group 4 - The historical context shows that previous manufacturing powerhouses faced similar challenges when attempting to shift export capacity to domestic markets [15] - Successful strategies from other countries, such as localized branding and production, could serve as models for Chinese companies looking to expand internationally [16][17] - The rise of social media and e-commerce has lowered barriers for small and medium-sized foreign trade enterprises to enter international markets [17][20] Group 5 - The Chinese market has unique characteristics, such as a large employment base and consumer potential, which could support some level of capacity absorption [23] - The government emphasizes the need for integrated development of domestic and foreign trade to facilitate smoother transitions between markets [24]

这代年轻人正在用钱包投票。麦肯锡最新调研显示，中国Z世代年均消费增速达14%，是35岁以上人群的2倍。他们不再迷信"国际大牌"的光环，而是要求品 牌真正懂中国。一位资深买手说得更直白："现在的外资品牌，不懂国潮就别想卖货"。 产品创新是最直接的战场。欧莱雅研发中心的数据显示，亚洲消费者对抗老产品的需求比欧美市场高出37%。他们为此专门成立亚洲肌肤实验室，推出 的"松露精华"系列添加了中式草本成分，上市三个月就成为天猫抗老类目TOP3。这种深度本土化研发在过去难以想象——十年前，国际美妆品牌通常只是 把欧美产品换个包装就引入中国。 营销方式的重构更令人惊讶。LV在小红书的直播首秀让行业震惊，这个百年奢侈品牌不仅把新品发布会搬进直播间，主播还全程用"绝绝子""yyds"等网络热 词讲解。最终2.7亿的观看量证明，放下身段才能赢得年轻人。这种转变背后是残酷的现实：德勤报告指出，68%的Z世代认为"品牌是否主动融入本土文 化"直接影响购买决策。 r ->>-0 ~ iiiis) ET t e HD r 9 - 20 a . l * ... 管 0.0 o -- I i 71 | t . 1 997 当星巴克店员把第5 ...

Core Viewpoint - The article emphasizes the commitment of foreign enterprises, particularly Daikin, to invest in China, showcasing a successful localized business model that aligns with China's high-quality development goals [1][2]. Group 1: Daikin's Localization Strategy - Daikin has developed a "four-in-one" localized operating model that integrates research and development, production, sales, and service, tailored specifically for the Chinese market [2][4]. - The company has established three R&D centers and 22 production bases in China, employing nearly 20,000 staff, which allows for efficient responses to local market demands [4][6]. Group 2: Innovation and Product Development - Daikin has continuously innovated to meet the evolving consumer demands for air quality, moving from basic temperature control to health, comfort, and personalized solutions [5][10]. - The company has introduced various products, including integrated air conditioning systems that combine air conditioning, fresh air, and heating, reflecting a comprehensive approach to air quality [5][6]. Group 3: Service Model Transformation - Daikin has redefined service in the air conditioning industry by offering a full lifecycle service model that includes pre-sale consultation, installation, and proactive after-sales support [7][10]. - The company utilizes extensive data analysis and IoT technology to enhance customer service, ensuring a high-quality experience throughout the product lifecycle [7][10]. Group 4: Future Outlook - With over 1.4 billion consumers in China, the demand for high-quality air solutions is expected to grow, providing significant market opportunities for multinational companies like Daikin [10]. - Daikin aims to lead the air conditioning industry towards high-quality development by offering customized air solutions that align with the evolving needs of Chinese consumers [10].

瑞典压缩机巨头阿特拉斯.科普柯投资30亿元扩建无锡园区，累计在华投资近80亿元。中国作为其重要 市场，推动企业持续创新并应对激烈竞争。 但近些年来，这样的趋势在发生转变。 2024年，阿特拉斯.科普柯时任大中华区副总裁Francis Liekens在接受21世纪经济报道记者专访时坦 言，"过去我们的做法是尽可能多地把空压机卖给客户，现在我们则是首先会看他们的实际需求，然后 看怎么样做能够帮助他们实现更多的衍生需求，例如在节能的前提下实现同样的功能。" 从"满足需求"到"预测需求"的转变背后，外企在中国正面临着激烈的竞争。 对于阿特拉斯.科普柯而言，仅在压缩机领域，其挑战既来自中国本地竞争对手，也来自其他国家的对 手。 但这样的竞争，却是促使企业持续研发进步的最强驱动力。诚如Francis Liekens彼时所言："由于行业整 合的趋势，到最后可能竞争者会越来越少，但是剩下的竞争者是非常强大的。这也并非坏事，因为它可 以推动我们持续创新，保持更有竞争力的地位。" 总投资30亿元人民币的阿特拉斯.科普柯压缩机技术无锡园区(以下简称"无锡园区")，近期正式投入生 产。 自1994年在无锡成立了中国大陆首家生产基地以 ...