Core Insights - FAW-Volkswagen launched the ID.AURA, the first concept car built on the CMP platform specifically for the Chinese market, showcasing its commitment to local development and innovation [2][3] - The CMP platform supports electric, hybrid, and plug-in hybrid vehicles, emphasizing the company's strategic focus on electrification and intelligent technology [3][6] - The introduction of the fifth-generation EA888 engine in the new model, which improves power by 23.5% and torque by 14.3%, reflects advancements in fuel efficiency and performance [4][5] Strategic Developments - FAW-Volkswagen's strategy includes launching 11 new models tailored for the Chinese market by 2026, with a focus on electric and hybrid vehicles [6] - The company aims to enhance its market share in the rapidly growing Chinese electric vehicle sector, projected to reach 10 million units by 2025, accounting for over 50% of the global market [6] - The partnership between FAW and Volkswagen emphasizes local development and increased investment in research and development to meet market demands [6] Market Performance - In March, FAW-Volkswagen sold 154,000 vehicles, with a 1.4% increase in fuel vehicle sales, indicating resilience amid competitive pressures [7] - The company plans to launch several new fuel models, including the new generation of the Sagitar and the new Lavida, within the year [7] - FAW-Volkswagen's strategy encompasses a comprehensive approach to maintain advantages in fuel vehicles while seizing opportunities in electric and hybrid segments [7]

超六成德国车企计划增加在华投资 穆希雅表示，中国汽车市场对德国车企的重要性"前所未有"。 根据VDA近期调查结果，超过三分之二的德国汽车行业受访所在的企业计划进一步扩大在华投资，重点集中在研发、生产及销售领域；近三分之一的企业 明确表示将提升在华产能，从长期来看，80%的车企计划维持或扩大在华生产规模。尽管中国乘用车市场增速放缓，但德国车企仍将中国视为"长期战略市 场"。 不过，当前车企战略呈现分化态势，半数车企奉行"在中国，为中国"的本土化策略，另一半则主要将中国视为出口枢纽。 "德国车企现在也已经意识到在中国市场的竞争是非常激烈的，他们也希望能够根据这种竞争相应地发展，包括车型设计、车辆数字化都是如此。基于过去 的竞争经验，他们当然也要适应，也就是'在中国，为中国'，为中国市场生产相应的产品。对于新产品的研发和生产，当然也需要新投资，所以也会以一种 更新的、更快的速度进行转型。"穆希雅表示。 从数据上来看，随着中国品牌快速崛起，德国车企在中国市场的份额有所下滑。乘联会数据显示，2021年德系品牌在我国汽车市场的份额为22.3%，2024年 则下滑至17.6%。 但在穆希雅看来，一个国家的消费者可能对于自己 ...

Core Insights - China is the largest automotive market globally and leads in the adoption of new energy vehicles, driving the electric transformation of the automotive industry [1] - Mercedes-Benz is launching a strong product and technology offensive in China, showcasing 28 models at the Shanghai Auto Show [3][4] - The all-new pure electric long-wheelbase CLA is a key step for Mercedes-Benz in the high-end electric vehicle market in China, featuring advanced technology and local adaptations [4][6] Product and Technology Highlights - The all-new pure electric long-wheelbase CLA features an 800V architecture, allowing for a 370 km range with just 10 minutes of charging, and has a range of 866 km (CLTC) [4][6] - The vehicle includes a high-energy density lithium-ion battery with a 20% increase in weight energy density and an energy consumption of only 10.9 kWh per 100 km [4] - Advanced safety features include 11 airbags and a five-star certification for fire safety, meeting new national standards [6] Localization and Market Strategy - Mercedes-Benz plans to launch seven China-exclusive models by 2027, focusing on local supply chains and partnerships to meet domestic demand [4][8] - The company has over 2,000 R&D engineers in China, with centers in Beijing and Shanghai focusing on local needs such as smart cockpits and autonomous driving [8][11] - The Vision V concept car indicates the future of Mercedes-Benz's MPV family, with production models expected in 2026 [8] Collaboration and Future Outlook - Mercedes-Benz is deepening collaborations with local partners like BAIC Group and expanding alliances with tech companies to leverage China's innovative supply chain [11] - The average age of Chinese customers is 41, with a significant demand for luxury and innovation, driving Mercedes-Benz's evolution in the market [11]

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]

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]

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 ...

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 ...

现代工业革命离不开技术基石，而提到全球工业的代表，就绕不开施耐德。 成立于1836年的施耐德，从一个小铸钢厂起家，到两次世界大战的军火巨头，再到电气领域的世界级公 司，上演了一次又一次的华丽蜕变。 施耐德的影响力有多强？ 很多人都认为是施耐德缔造了法国工业史的一系列辉煌。 从法国第一台火车的轰鸣到世界第一艘蒸汽战舰的起航，再到埃菲尔铁塔的耸立，施耐德的名字与无数 工业史上的里程碑紧密相连。 历经两个世纪的风雨，从普鲁士移民的银行家到法国工业革命的旗手，作为横跨钢铁、军火和电力三个 行业的巨头，施耐德因战争兴盛，但又因轰炸化为废墟，随后在电气时代重获新生。 时至今日，它仍然是一个员工超16万，年营收2900亿人民币（数据截至2024年年末）的巨无霸。 当全球制造业面临新变局，这个穿越过工业革命所有周期的法国巨头，将如何用"进化而非革命"的信 条，书写第四次工业革命的突围剧本？ 今天，我们解码施耐德跨越189年的生存密码。 一、不务正业 施耐德家族的祖先从普鲁士移民到法国，并在那里经营银行业，逐渐巩固了商业帝国和社会地位。 19世纪30年代，跟随父亲经营多年的大哥阿道夫·施耐德（Adolphe Schneider ...

附调研内容：问题一:请问公司美国收入情况,美国对等关税政策对公司有何影响? 答:公司海外业务广泛 布局于非洲、欧洲、亚太、美洲等区域,其中2024年海尔生物的美国市场收入占公司整体收入比例不足 2%。依托美国当地化体系,公司在本次加征关税前已对意向订单进行了提前备货,因此关税对公司业务的 影响有限。 面对复杂的国际形势,公司认为应对挑战的关键在于自身能力的构建。公司通过"一国一 策"策略,持续提升本地化能力以应对风险。在本土化产品布局方面,公司高度重视区域性的产品企划,例 如超能系列产品在美国能源之星排名中位居前两位,充分展现了产品优势。在产品认证方面,公司今年陆 续完善了血站、制药、医院以及实验室系列产品的认证工作,显著提升了公司在海外市场的区域竞争 力。此外,公司还在传统业务场景基础上不断拓展新用户场景,进一步拓展全球市场的布局。 问题二:公 司2024年海外市场的业务进展情况? 答:2024年,海外市场实现收入7.15亿元,同比下降8.73%,剔除太阳能 疫苗方案影响后实现双位数增长。自进入三季度以来太阳能疫苗方案订单交付速度加快,四季度实现同 比正增长,已经基本消化了订单执行周期延长对海外收入造成的扰 ...