近年来，安波福持续加码在华投资： 4月22日，上海国际车展期间，全球科技公司安波福宣布在中国市场全面升级本土化战略，推出多款专为中国车企量身定制的高性能、高性价比解决方案， 从云原生的软件、边缘到云的工具链到优化的新一代硬件，打造完全自主可控的智能汽车生态，并携手本土合作伙伴共同开拓海外市场。 » 新建两大工厂：安波福武汉连接器新工厂将成为旗下连接器系统最大的高压产品系列智能化生产基地。英凯博上海自动化工厂将提供高效、安全的高压配 电铜铝母排本地化解决方案，从而进一步强化安波福在汽车高压电气化架构系统方面的设计与交付能力。 » 黑灯工厂落地：年内落地安波福中国主动安全产品线智能工厂，实现为整车客户供应国产化的关键组件。 本土化战略2.0：为整车客户打造"中国方案" 安波福中国及亚太区总裁杨晓明博士表示："我们正全力推进'本土化战略2.0'，目标是用中国人才、中国供应链和中国创新，构建100%自主可控的智能汽车 技术体系。" 结合本土化的风河软件基座，安波福中国还展出多款整合了先进AI技术的本地化智能汽车解决方案，涵盖端到端高级辅助驾驶、人工智能/机器学习赋能下 的感知系统、跨域融合数字基座、AI座舱等，强调先 ...

林骁表示，自1993年进入中国以来，阿斯利康持续推进本土化战略，不断扩大研发、生产、运营布局， 累计在华投资金额超50亿美元。目前，中国已成为阿斯利康全球第二大市场。 中新社青岛4月24日电 (胡耀杰王禹)"中国坚持推动普惠包容的全球化经济、扩大开放以及维护全球产业 链稳定的承诺，为跨国企业在中国及全球市场的发展注入强大信心，提供广阔的发展机遇。"英国制药 企业阿斯利康中国总经理林骁24日在山东青岛接受中新社记者采访时如是说。 当日，阿斯利康青岛吸入气雾剂生产供应基地一期(建筑主体)建成活动在山东青岛举行。作为山东省首 个跨国药企生产制造类项目，该基地总投资7.5亿美元，占地80亩，投产后预计年产呼吸类药物5400万 支。 4月24日，阿斯利康青岛吸入气雾剂生产供应基地一期(建筑主体)建成活动在山东青岛举行。李心怡摄 据介绍，阿斯利康青岛吸入气雾剂生产供应基地项目2024年1月正式开工，8个月完成主体封顶，12个月 完成项目主体竣工。 2025年3月，阿斯利康宣布了25亿美元投资计划，将在北京建立第六个全球战略研发中心。"目前，阿斯 利康在中国研发管线与全球研发管线的同步研发率已达100%，并计划在2030年 ...

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].

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 ...

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]