作者 沈建缘 沈建缘/文 日前，在中国家电及消费电子博览会（AWE2026）期间，松下发布了集团新体制下的松下电器株式会社中国东北亚事业战略及松下家电中国事业战略。松 下集团将于2026年4月正式启动新事业体制。松下集团三大业务中，解决方案领域作为成长引擎，聚焦于具备全球竞争力的解决方案事业，创造集团协同效 应；元器件领域则为高增长收益；智能生活领域作为具备全球增长潜力的事业，代表集团引领松下品牌。原组织架构中，松下电器株式会社旗下生活电器公 司、中国东北亚公司，与松下娱乐·互动株式会社共同组建成新的"松下电器株式会社"。 原中国东北亚公司（CNA）完成使命，正迈向第二阶段的中国东北亚事业（CNAB），在设有大家电、小家电、AVC产品轴业务部门及全球市场营销部门的 架构下，中国东北亚事业隶属于新松下电器株式会社，是其组织结构下唯一以区域为轴、具备跨业务统筹职能的组织，承担引领全球增长的目标。在新事业 体制下，围绕中国市场创新的"产研销"商业闭环从"在中国，为中国"向"在中国，为全球"升级。 松下电器株式会社中国东北亚事业副总裁、智慧生活事业部事业部长林一斌表示："当前中国家电市场需求持续下降、存量市场内卷不断 ...

Core Viewpoint - Panasonic is transitioning from a "For China, in China" strategy to a "For the World, in China" approach, leveraging local innovations to drive global business growth [1][7] Group 1: Strategic Developments - Panasonic will officially launch a new business structure in April 2026, focusing on three key areas: solutions, components, and smart living [3] - The newly established Panasonic Electric Co., Ltd. will lead developments in these areas, with the China Northeast Asia Business (CNAB) being the only regionally focused organization responsible for cross-business coordination [3] - Since the establishment of the China Northeast Asia Company in 2019, Panasonic has generated over 15 billion RMB in operating cash flow from 2019 to 2024 [3] Group 2: Market Positioning and Innovations - Panasonic aims to provide solutions that balance health and environmental contributions, encapsulated in the Wellness Smart (WS) initiative [5] - The company plans to expand its "Made by China" initiative, promoting innovative products from China to global markets [5] - Panasonic's kitchen small appliance sector will undergo comprehensive reforms, leveraging China's supply chain advantages to accelerate innovation and cost competitiveness [5] Group 3: Industry Challenges and Responses - The Chinese home appliance market is characterized by demand decline, inventory competition, and K-shaped consumption differentiation [6] - Panasonic adopts a "coexistence and win-win" business philosophy to create a development ecosystem benefiting customers, channels, and enterprises [6] - Despite industry price wars, Panasonic's sales in direct categories are projected to grow by 106% year-on-year, with market share increasing by over 30% [6] Group 4: Future Outlook - Panasonic's strategic upgrade is a recognition of its local innovation achievements and a critical step in its global smart living industry layout [7] - The company will leverage local R&D, supply chain, and market operations to enhance global business value [7]