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外资缘何纷纷加码在华研发
Sou Hu Cai Jing· 2025-10-29 23:39
Group 1 - The core viewpoint is that multinational companies are not merely relocating production to China but are strategically reallocating global innovation resources, emphasizing future-oriented choices [3][5][6] - There is a notable trend of increased foreign investment in R&D in China, with 631 foreign R&D centers established in Shanghai and 221 in Beijing as of September and January respectively [3] - Significant investments include Bosch's plan to invest approximately 10 billion yuan in Suzhou for smart driving technology and Danfoss's additional investment of 2.7 billion yuan in Jiaxing for a new factory [3][4] Group 2 - China is recognized not only for its large consumer market but also as a vibrant market where new trends and demands often emerge first, making it essential for companies to integrate into this market for greater development opportunities [4] - The country has become a leader in several advanced technology fields, with Bayer reporting that 15% of its global innovative health products come from China, the highest for any single market [4][5] - The investment in China is seen as a forward-looking strategy rather than just a localization tactic, with many companies establishing R&D centers to enhance their global competitiveness [5][6] Group 3 - China's robust industrial system and rich application scenarios contribute to its increasing importance in the global innovation chain, with R&D expenditure intensity surpassing the EU average and a rise in global innovation index ranking to 10th [4][5] - The supportive environment for innovation in China, characterized by high acceptance of new technologies by government, enterprises, and consumers, fosters a positive cycle between technology and market [5][6] - The ongoing optimization of the business environment, including better protection of intellectual property rights and equal treatment for foreign enterprises, enhances the attractiveness of China for foreign investment [5][6]