一场特别的"奶茶时间"在2025上海车展上演，上汽大众的中方与德方高管亲自下厨，分别烹饪德式香肠与中式奶茶。其中，上汽大众汽车销售有限公司副总 经理范必欧更用流利的中文表示："尝尝德国人做的中国奶茶。"对此，有网友称："这波中德CP的双向奔赴，磕到了。" 打破语言与文化隔阂的交流背后，也透露出跨国车企对中国市场的深刻变化。2025上海车展上，跨国车企对外释放"本土团队主导研发、与本土供应链深度 融合"的信号，不止"在中国，为中国"，还要进一步提升"含华量"以适应中国速度，正如梅赛德斯—奔驰集团股份公司董事会成员，负责大中华区业务的佟 欧福最近常挂在嘴边的一句中文："好好学习，天天向上。" "中国研发"成关键 2025上海车展上，跨国车企提速本土化转型步伐。面对自主品牌的"弯道超车"和中国汽车市场消费需求的改变，以中国需求为原点，重塑研发、平台架构与 产品定义，成为跨国品牌重夺话语权的必然选择。 其中，打破固有研发体系，建立由中国团队主导的本地化开发体系，成为跨国车企的首要动作。本届上海车展上，丰田带来多款由中国工程师主导研发的纯 电动车型。"丰田正以中国的思维方式进行产品研发，以打造满足中国消费者需求的产品。 ...

Group 1 - The Shanghai Auto Show 2025 will open on April 23 and last for ten days, with public days starting on April 27, serving as a significant platform for global automakers to showcase advancements in smart and electric vehicles [1] - Despite a complex global economic environment, many multinational automakers continue to prioritize the Chinese market, increasing their investments in the region [1] - Toyota has made headlines by signing a strategic cooperation agreement with the Shanghai government and establishing a wholly-owned Lexus factory in Shanghai, marking a significant commitment to the Chinese market [1] Group 2 - A French company representative stated that the Shanghai International Auto Show is their only major event for the year, indicating the importance of the Chinese market for foreign enterprises [3] - The trend of foreign companies transitioning from merely entering China to fully integrating into the local market is evident, as they aim to leverage local innovations for global distribution [3] - The collaboration between Chinese and German automotive industries has reached a new level, with German companies increasingly focusing on local consumer needs and developing innovative technologies [7][15] Group 3 - BMW showcased its new intelligent cockpit, designed by its Shanghai R&D team, which will enter mass production by the end of the year and be sent back to European factories [8] - Volkswagen highlighted its "In China, For China" strategy by presenting a record number of new energy vehicles and showcasing a new chassis designed specifically for Chinese road conditions [10] - Bosch, a German parts supplier, chose to debut its latest products in China and signed cooperation agreements with several domestic companies, emphasizing the importance of the Chinese market for global suppliers [12] Group 4 - The chairman of the German Automotive Industry Association noted that the cooperation between China and Germany is becoming more profound, with both sides understanding each other's markets better [13][15] - There is a call for more Chinese automotive companies and suppliers to enter the German market to foster future development in the automotive industry [16] - Despite trade barriers in some countries, the globalization of the new energy vehicle industry is expected to continue, as expressed by various overseas industry insiders [17] Group 5 - Australian automotive dealers reported a significant increase in the popularity of plug-in hybrid models from Chinese manufacturers, with sales of electric vehicles rising from less than 2% to nearly 20% in the past five years [19] - French automotive industry representatives emphasized the need for China and Europe to collaborate in facing global automotive industry changes, advocating for joint ventures in Europe [21] - The former French Prime Minister stressed the importance of international cooperation to resolve global tensions and promote mutual benefits in the automotive sector [21]

2025年上海车展释放出一个明确趋势，跨国整零企业正以"深度本土化"战略全方位拥抱中国市场，这种"更中国"的打法，不再局限于技术和产 品的输出，更体现在与本土产业链的协同创新、全球化布局等维度。 杨晓明坦言，在中国建立完全自主可控的供应链体系是安波福当前的核心目标。"过去的国产化侧重于'在中国生产、在中国采购'，但如今深化国产化 布局，'自主可控'是一个至关重要的概念，更强调知识产权可控与生态体系自主。"他进一步指出，国际形势的不确定性迫使企业重新审视供应链的安全 性。对于跨国企业而言，为中国客户提供连续、可靠、不可中断的供应成为重要考量。 另一方面，中国目前已成为全球最大汽车市场，也是技术变革的前沿阵地，在智电时代尤为如此，能否拥有更好的本土决策能力、增强本土研发制造能 力、加大本土协同创新，是企业保持竞争力的关键所在。杨晓明坦言，在智能化、电动化领域无现成经验可借鉴，需依靠中国本土团队自主创新。"比如第 六代驾驶辅助系统、下一代以中国芯片为基础的产品、跨域融合等产品，这些创新需求在海外市场近乎空白，因此我们强调本土创新与合作的重要性。尤其 是芯片国产化是构建自主可控产业链的关键环节，推动芯片前瞻性国产化更 ...

Core Viewpoint - The Shanghai Auto Show highlights the increasing commitment of multinational automotive companies to the Chinese market, showcasing a shift from merely entering China to fully integrating into the local market. Group 1: Investment and Strategic Moves - Toyota has signed a strategic cooperation agreement with the Shanghai government and established a wholly-owned Lexus factory in Shanghai, marking a significant investment in the Chinese market [1] - The company aims to develop vehicles tailored to Chinese consumer needs while leveraging local engineering talent for global product development [3] Group 2: Global Integration and Innovation - Foreign companies are increasingly adopting localization strategies to enhance competitiveness and contribute to the growth of the Chinese automotive industry [9] - The Shanghai Auto Show serves as a platform for foreign firms to showcase innovations and establish partnerships with local companies [5][26] Group 3: Sino-German Cooperation - German automotive companies are particularly active in the Chinese market, with BMW showcasing a new intelligent cockpit designed by its Shanghai R&D team, set for mass production by the end of the year [14] - Volkswagen emphasizes its "In China, For China" strategy, presenting a record number of new energy vehicles at the show [18] Group 4: Market Dynamics and Consumer Insights - The Chinese automotive market is recognized as a core area for global automotive transformation, with significant advancements in technology and commercial speed [24] - Bosch highlights the high demand for cutting-edge technology among Chinese consumers, which drives rapid innovation in the market [28] Group 5: Global Trade and Cooperation Perspectives - Industry leaders express the need for a fair and transparent competitive environment to foster healthy market development, opposing tariff increases as a solution to industry challenges [42][44] - There is a consensus among international stakeholders that collaboration, rather than trade barriers, is essential for the future of the global automotive industry [54][56]

Group 1 - Faraday Future's CEO Jia Yueting stated that achieving a market value of $10 billion is a prerequisite for settling debts in China, which is crucial for investor confidence and stock price [1][2] - The company plans to expand into the Chinese market after success in the US and Middle East, potentially increasing attention on the electric vehicle sector amid intensifying competition [1][2] Group 2 - China National Heavy Duty Truck Group and Toyota signed a strategic cooperation agreement to develop hydrogen fuel cell commercial vehicles, marking a significant milestone in the hydrogen fuel cell market [1][2] - This collaboration is expected to drive technological innovation in green logistics and stimulate investment enthusiasm in related industries, potentially altering the competitive landscape of the commercial vehicle market [2] Group 3 - Contemporary Amperex Technology Co., Ltd. (CATL) announced its first share buyback of 1.0753 million shares, representing 0.0244% of its total share capital, with a total transaction amount of 255 million yuan [3][4] - This buyback reflects the company's confidence in its value and future development, likely enhancing investor confidence and positively impacting the new energy sector [3][4] Group 4 - Porsche announced the completion of a strategic upgrade for its R&D center in Shanghai, which will enhance its local R&D independence and deepen its localization strategy in China [3][4] - This move is expected to promote technological innovation in the high-end automotive industry and reflect the overall market's confidence in foreign investment in China [3][4] Group 5 - BYD reported a significant increase in Q1 2025 net profit, which doubled year-on-year, with revenue reaching 170.36 billion yuan, a 36.35% increase [4] - The growth in revenue and net profit is attributed to the strong demand for new energy vehicles, which may attract more investment in the related industry chain [4]

雀巢集团4月24日发布的2025年第一季度报告显示，前三个月总销售额同比增长2.3%至226亿瑞士法 郎。雀巢集团大中华区一季度有机增长率为1.7%，其中实际内部增长率为4.0%，定价贡献率为-2.3%。 今年2月，雀巢宣布收购徐福记剩余40%的股份，实现100%全资控股。今年3月，傅乐宏到访中国市 场，在接受媒体采访时提到，雀巢将重点关注咖啡、宠物食品和营养品三大业务。他说，"中国是雀巢 集团的投资重点，集团也会继续支持和赋能中国业务的增长。未来，雀巢愿持续扩大对华投资，进一步 加快生产和研发本土化，推动数字化转型，加速在华业务的增长与创新。" （原标题：撤销独立大区后，雀巢又换了中国市场负责人） 4月25日，雀巢集团宣布任命马凯思（Kais Marzouki）为大中华区市场负责人，现任大中华区市场负责 人张西强将卸任，2025年7月1日起生效。同日，挑战者创投公布，张西强将加入挑战者创投，担任运营 合伙人。这是雀巢集团自去年10月宣布不再将中国市场设立为独立大区后（今年1月1日起生效），推出 的一项人事调整举措。 公开资料显示，马凯思于1995年加入雀巢集团，现任雀巢菲律宾董事长兼首席执行官。雀巢集团方面 ...

在中国，跨国零部件公司将本土化战略提到了一个新的高度。 "往年这个零部件展馆总会空几个展位，但是今年却'座无虚席'。"一位连续多年参加车展的跨国零部件 企业内部人士向第一财经记者表示，今年该企业的展馆面积也是往年的两倍以上，目的是变得更引人注 目，以及展示更多的最新产品来吸引客户。 不仅于此，采埃孚集团CEO柯皓哲在接受第一财经采访时，甚至兴奋地用中文脱口而出"中国很好"；天 纳克CEO 吉姆·沃斯（Jim Voss）也明确表示，"当我们考虑投入的时候，中国一定是最优先考虑的市 场"；由雷诺和吉利合资成立的动力总成供应商浩思动力，首次参加线下展会就选择了上海车展。 作为传统跨国零部件企业，往往隐身在车企背后。但随着华为、地平线、宁德时代等中国供应商品牌的 崛起，背靠中国这片创新沃土与广袤的消费市场，借用2025上海车展这个平台，越来越多传统跨国零部 件公司愿意去发出属于自己的"声音"——从幕后走向了台前。 市场竞争蔓延至跨国零部件 从参展规模来看，今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 上届呈显著增长，占据了今年整个展会面积的近1/3。 在这场主角是汽车的展会上，零部件公 ...

以下文章来源于硬氪 ，作者张子怡 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 是当前中国最大的自营海外仓运营商 和跨境供应链综合服务商之一。 文 ｜ 张子怡 编辑 ｜ 袁斯来 来源｜ 硬氪（ID：south_36kr） 封面来源 ｜ Pexels 硬氪获悉，全球一体化供应链综合服务商泛鼎国际集团（以下简称"泛鼎国际"）完成数千万美元C轮融资。本轮融资由嘉御资本 领投，神骐资本、明裕创投、金銮证券跟投，顺为资本、普华资本等老股东继续加注，光源资本担任独家财务顾问。融资资金将 用于加速新兴市场的本土化运营能力构建，提升企业内部智能化、数字化升级。 泛鼎国际创立于2013年，为跨境企业提供从出港、洲际运输、清关报关、海外仓储及增值服务、尾程配送到目的国销售的一站式 全链条服务。目前已在全球100多个国家服务超过5000家核心客户，提供精细化、定制化和高效响应的物流及供应链服务。 经历数十年的发展，泛鼎国际构建了"物流仓配+分销渠道"的双轮驱动模式，为生产高附加值产品的客户在海外建立销售渠道，去 掉不必要的中间大贸环节，让厂商在高税率环境下保有利润空间。 此外，泛鼎国际介绍称，公司还服务大量海外中小分销 ...

导读： 丹纳赫发布一季度财报，营收57.41亿美元，同比小幅下降0.95%，核心业务收入持平超预期。此外，关于关税问题，丹纳赫回应相信通过供应链重组和本 土化布局，能够很大程度抵消当前关税影响。 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。 关税政策的影响持续发酵。生命科学和诊断领域的巨头丹纳赫发布一季度财报，谈及了如何应对关税影响。 在当前形势下，加速供应链重组与 本土化布局，已然成为企业应对潜在的新政风险的必要之举。 先看财报，丹纳赫2 0 2 5年Q1营收5 7 . 4 1亿美元，同比小幅下降0 . 9 5%。 | | Three-Month Period Ended | | | --- | --- | --- | | | March 28, 2025 March 29, 2024 | | | Sales (GAAP) | | | | Biotechnology | 5 1,612 $ | 1,524 | | Life Sciences | 1,680 | 1,745 | | Diagnostics | 2.449 | 2, ...

扫码加我本人微信 ST （ 意法半导体 ） 本月 在芯片现货市场又热了，出货和求购信息不断刷屏，尤其是ST MCU （微 控制器） 报价继续上涨， 部分型号价格一天一变，传闻市场上有人疯狂拉货 。 尽管加征关税按理说对ST影响有限，但市场上却现对ST芯片暂停报价、暂不接单的情况。 这一系 列围绕ST的躁动，是怎么一回事？都说ST MCU行情火了，真实需求有多少，目前到了什么程 度？ 我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 01 ST MCU怎么还在涨价？ 近日，一位芯片现货采购平台人士在社交媒体上表示，受"关税风波"影响，4月中旬华强北芯片现 货市场一度暂停报价，报价恢复的当天 市场对ST MCU的报价整体上涨了约30% 。 从当前热门ST MCU型号的价格变化，可以清晰观察到ST行情的波动趋势。 自2022年下半年ST现货价格开始跳水，随后不断走跌，到2024年，价格处于较低水平，并持续 倒挂，整体需求持续低迷，市场竞争激烈。终于在2025年年初，ST MCU价格出现了回升迹象。 到如今的2025年4月，S ...