中国制造崛起
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日本制造,在华大溃退
Xin Lang Cai Jing· 2025-12-04 05:48
Core Viewpoint - The article discusses the withdrawal of Japanese manufacturing companies from the Chinese market, highlighting the decline of brands like Canon, Yakult, and Mitsubishi, which were once dominant players in their respective industries. This trend reflects a broader shift in the competitive landscape as Chinese companies advance in technology and market presence, leading to a significant reduction in the market share of Japanese brands [1][9][11]. Group 1: Canon's Closure - Canon's production line at its Zhuhai facility ceased operations on November 21, 2025, marking the end of its 20-year presence in China [21][22]. - The factory, once a significant employer in the region, had seen its workforce shrink to just over 1,400 employees by the time of closure [29]. - Canon's market share in the Chinese laser printer market plummeted to 3.9% by the third quarter of 2025, down from 16% in 2010 [11][37]. Group 2: Other Japanese Brands - Yakult announced the closure of its Guangzhou factory, which had been operational for 23 years, and previously shut down its Shanghai factory [23][31]. - Mitsubishi Motors ceased all local production in China, with its vehicle sales dropping from 133,000 units in 2019 to just 33,600 units in 2022 [31][34]. - The article notes that the decline of these brands is not an isolated incident but part of a larger trend of Japanese companies exiting the Chinese market, including Sony and Toshiba [24][33]. Group 3: Market Dynamics - The decline of Japanese brands is attributed to several factors, including the rise of local competitors and a shift in consumer preferences towards more affordable and innovative products [12][38]. - The Chinese market for printers has evolved, with local brands capturing 41.5% of the market share by 2025, while Japanese brands struggle to adapt [11][37]. - Japanese companies are perceived to have failed to respond to changing market conditions, maintaining outdated business models and product offerings [12][41]. Group 4: Global Perspective - Despite their struggles in China, Japanese manufacturers still hold significant global market shares, with Canon commanding 22% of the global printer market as of 2023 [15][42]. - The profitability of Japanese automotive brands remains strong on a global scale, with Toyota's profits significantly outpacing those of Chinese competitors [44]. - The article concludes that while Japanese brands face challenges in China, their global competitiveness remains intact, indicating a need for adaptation rather than a complete retreat from the market [17][47].
每经热评|当巴西总统卢拉牵起王传福的手
Mei Ri Jing Ji Xin Wen· 2025-10-13 13:53
Core Insights - BYD's 14 millionth electric vehicle was officially launched in Brazil, marking a significant milestone for the company and the electric vehicle industry [1][4] - Brazilian President Lula praised BYD's founder Wang Chuanfu as a "genius in the electric vehicle field" and recognized the importance of technology in transforming national destinies [1][3] Company Overview - BYD has established itself as a technology-driven company, focusing on innovation and research, with R&D expenditures consistently exceeding net profits [2][4] - The company has invested 55 billion Brazilian Reais (approximately 7.1 billion RMB) in its Brazilian factory, which is expected to produce 150,000 electric vehicles annually and create over 5,000 direct jobs [4] Market Position - BYD has become the leading brand in Brazil's electric vehicle market for two consecutive years, with over 170,000 owners and the highest consumer satisfaction [4] - In the first eight months of the year, China's total automobile exports reached 4.292 million units, a 13.7% increase year-on-year, with electric vehicle exports growing by 87.3% [4] Industry Impact - The event symbolizes a shift in the global industrial landscape, with emerging forces reshaping the old industrial order and highlighting the rise of Chinese manufacturing power [5] - BYD's success in Brazil reflects the broader trend of Chinese electric vehicle manufacturers expanding globally, with China now being the largest producer and exporter of electric vehicles [4][5]
当巴西总统卢拉牵起王传福的手
Mei Ri Jing Ji Xin Wen· 2025-10-13 04:41
Core Points - BYD's 14 millionth electric vehicle was officially launched in Brazil, marking a significant milestone for the company and the electric vehicle industry [1][8] - Brazilian President Lula praised BYD's founder Wang Chuanfu as a "genius in the electric vehicle field" and acknowledged the importance of technology in changing national destinies [1][6] Company Development - BYD's development philosophy emphasizes "technology as king and innovation as the foundation," with R&D investments consistently exceeding net profits [5] - In 2024, BYD's R&D expenditure is projected to reach 54.2 billion yuan, a 36% increase year-on-year, while the first half of 2025 saw R&D spending of 30.9 billion yuan, up 53% year-on-year [5] - The company views engineers as its most valuable asset, reflecting a commitment to innovation and technological advancement [5] Market Position - BYD's factory in Brazil represents a significant investment of 5.5 billion reais (approximately 1 billion euros) and is expected to produce 150,000 electric vehicles annually, creating over 5,000 direct jobs [8] - BYD has become the leading brand in Brazil's electric vehicle market, achieving a remarkable 92.16% market share in the pure electric segment from January to May 2025 [8] - In the first eight months of this year, China's total automobile exports reached 4.292 million units, a 13.7% increase, with electric vehicle exports growing by 87.3% [8] Industry Impact - The collaboration between BYD and Brazil symbolizes a shift in the global industrial landscape, with emerging forces restructuring the old industrial order [9] - The renaming of a street from "Henry Ford Road" to "BYD Road" signifies a symbolic transfer of industrial power from Western to Chinese enterprises [6] - This event illustrates the narrative of a developing country pursuing industrial sovereignty and a Chinese company transitioning from "going out" to "integrating in" on a global scale [9]
每经热评 | 当巴西总统卢拉牵起王传福的手
Mei Ri Jing Ji Xin Wen· 2025-10-13 01:39
Core Viewpoint - The delivery of BYD's 14 millionth electric vehicle in Brazil symbolizes a significant milestone in the global electric vehicle industry and highlights the collaboration between Chinese technology and Brazilian industrial aspirations [1][5]. Group 1: Company Achievements - BYD's 14 millionth electric vehicle was officially launched in Brazil, marking a historic moment for the company [1]. - The Brazilian factory represents BYD's first electric vehicle manufacturing facility outside Asia, with a total investment of 5.5 billion reais (approximately 1 billion euros) and an expected annual production of 150,000 electric vehicles [4]. - BYD has achieved a remarkable 92.16% market share in Brazil's pure electric vehicle market from January to May 2025, becoming the most popular automotive brand among local consumers [4]. Group 2: Investment and Economic Impact - The establishment of the factory is expected to create over 5,000 direct jobs, serving as a new engine for local economic growth and BYD's global expansion strategy [4]. - In the first eight months of this year, China's automobile exports reached 4.292 million units, a year-on-year increase of 13.7%, with electric vehicle exports growing by 87.3% [5]. Group 3: Technological and Strategic Significance - BYD's development philosophy emphasizes "technology as king and innovation as the foundation," with R&D investments consistently exceeding net profits, reaching 54.2 billion yuan in 2024, a 36% increase year-on-year [2]. - The collaboration between Brazilian President Lula and BYD's founder Wang Chuanfu reflects a shared vision of using technology to transform national destinies and achieve industrial sovereignty [3][4].
击败特斯拉、丰田和宝马!比亚迪登顶新加坡销冠
商业洞察· 2025-03-14 09:27
中国电动车又整了个大新闻! 根据新加坡官方公布的最新数据,比亚迪2024年在新加坡干翻了特斯拉、丰田和宝马,直接登顶销量冠军!这可是中国品牌第一次在发达国家市 场称王,太牛了! 数据显示,比亚迪 2024 年在新加坡卖了 6191 辆,比前年暴涨 337%,市场份额占到 14.4%!更狠的是,连豪华子品牌腾势都杀进去了,右舵 版 D9 直接对标埃尔法,把日系豪车脸都打肿了! 其实这波逆袭早有预兆。2023年比亚迪在新加坡就冲到了第四,2024年直接把特斯拉挤下神坛。尤其是2025年开年以来,比亚迪在海外表现亮 眼,继续蝉联新加坡1月、2月品牌销冠。 网友辣评:"以前是特斯拉教做人,现在是比亚迪教造车!" 比亚迪新加坡和菲律宾的董事总经理JamesNg先生表示,比亚迪是第一个在新加坡销量排行榜上名列前茅的电动汽车品牌,新加坡推动电动汽车转型的 努力以及比亚迪品牌在全球范围内的实力发挥了重要作用。 当然,比亚迪这波出海可不只是在新加坡秀肌肉。去年我国出口汽车585.9万辆,在整车出口前十企业中,比亚迪出口43.3万辆,同比增长 71.8%,增速位列中国新能源汽车第一,直接把"中国智造"刻进了老外的DNA。 如今, ...