Core Insights - The Middle East and Africa's share of the global smartphone market has increased from 10.7% in 2017 to 13.5% in 2024, indicating a dual-track structure of feature phone dominance and smartphone growth in emerging markets [1] - Omdia forecasts a significant rebound in the Middle East smartphone market (excluding Turkey) in Q3 2025, with a 23% year-on-year increase in shipments, reaching 15.1 million units, driven by rising demand for mid-range 4G and budget 5G smartphones [1] - Major brands are leveraging high-cost performance products to accelerate their presence in the Middle East market, with Samsung, Transsion, Xiaomi, Honor, and Apple leading in market share [1] Market Dynamics - Transsion's TECNO brand has seen a 47% year-on-year increase in shipments, while Xiaomi's shipments grew by 35% due to improved channel relationships and regional investments [2] - Honor has experienced a remarkable 128% year-on-year growth, attributed to product portfolio expansion and stronger partnerships with operators and retailers [2] - Chinese brands like Transsion, Xiaomi, and Honor are rapidly localizing their strategies and leveraging high-cost performance products to capture market share [2] Future Outlook - Omdia predicts that growth in the Middle East smartphone market may slow down in 2026 due to rising storage costs impacting the low-end market, which could lead brands to reduce production of low-end phones or increase retail prices, potentially suppressing sales momentum [2] - Industry analysts suggest that domestic manufacturers should enhance supply chain resilience and diversify procurement strategies to mitigate reliance on single suppliers or regions, while also optimizing product structures and enhancing value [3]

伊之密（300415.SZ）11月11日在投资者互动平台表示，公司电动注塑机产能充足。在东南亚市场竞争 中，公司的核心策略是深化本地化布局，通过区域服务网络提升响应速度，结合高效精密、绿色节能的 产品优势，提供定制化整体解决方案，持续强化市场渗透力。 每经AI快讯，有投资者在投资者互动平台提问：鉴于FF160电动注塑机在透明PET包材领域获得市场关 注且化妆品包装行业对高效、高精度设备需求旺盛： 1.贵司2025年第四季度至2026年上半年，针对FF 系列电动注塑机的产能规划是怎样的？是否有明确的扩产计划以满足市场增长？ 2.在东南亚等海外市 场，FF系列机型（如参展印度PLASTASIA的FF120）当前面临的最大竞争挑战是来自本地厂商还是国 际品牌？贵司的核心应对策略是什么？ （记者 张海妮） ...

在全球化工市场面临周期性压力的当下，欧洲化工巨头科莱恩却在中国逆势扩张产能。 科莱恩近日宣布与福华通达化学股份公司共同建立生产基地，旨在研发创新型无卤阻燃剂，为建筑建 材、汽车、电子电气等行业提供解决方案。此前一天，公司在惠州大亚湾生产基地还有两条关键产线扩 产，分别是总投资8000万瑞士法郎（约合人民币7亿元）的护理化学品扩建项目，与总投资1亿瑞士法郎 （约合人民币8.8亿元）的高性能无卤阻燃剂产线，该项目首条产线已于2023年投产。 科莱恩表示，护理化学品产线扩建的重点目标之一是升级制药产能，其中新增的第二座喷雾塔将助力公 司成为中国清肠剂原料药成分（APIs）和辅料药的核心供应商。 关于另一高性能无卤阻燃剂（Exolit® OP系列）产线扩产，科莱恩吸附剂和添加剂业务单元及欧洲、中 东和非洲地区总裁安凯薇表示，这彰显了公司对支持电动出行和电子电气领域工程塑料应用显著增长的 承诺，也将提高服务亚太地区客户的能力，缩短交货时间并提供定制化解决方案。 "未来几年，全球化工行业近半增长将来自中国。"康睿德介绍称，目前中国化工市场占全球比重约四 成，规模超过欧洲与美国之和。同时据预测，今年中国化工行业增速或达到5 ...

Core Viewpoint - Company aims to increase international revenue to approximately 50% of total revenue by mid-2025, with a focus on expanding its presence in overseas markets and enhancing local production capabilities [1] Revenue Breakdown - As of now, international revenue accounts for about 50% of the company's overall revenue, with international in vitro diagnostics contributing 29% and international animal healthcare and minimally invasive surgery accounting for 12% of international revenue [1] Future Development Direction - The company plans to maintain a strong focus on international markets, particularly in developing countries, which are expected to grow rapidly [1] - The long-term goal is for international revenue to reach 70% of total revenue, supported by deeper localization efforts and a robust response to changing international conditions [1] Market Position and Strategy - Despite having a market share of only 2-3% in overseas markets, the company believes that the international market potential is significantly larger than the domestic market [1] - The company has established localized production bases in 14 countries, with 11 already in operation, to meet high-end customer demands and comply with local government requirements [1] Stock Performance Insights - Stock price fluctuations are influenced by various factors including company performance, macroeconomic conditions, industry policies, and market sentiment, rather than a single factor [1] - The company expresses confidence in its ability to deliver stable operating performance and healthy profit levels, which are essential for long-term investor returns and market recognition [1]

据墨西哥汽车工业协会估计，到2025年底，墨西哥将成为全球第五大汽车生产国，届时每年将有超100 万产业工人生产超过400万辆汽车。 新华财经墨西哥城8月11日电（记者翟淑睿、吴昊）近年来，中国汽车品牌在墨西哥销量持续攀升，市 场接受度不断提升。分析人士指出，中国品牌凭借价格竞争力和产品多样化快速打开局面，但也面临本 地竞争压力、透明度不足、外部政策不确定性等挑战。 中国汽车产业链在墨逐步赢得认可 自2022年以来，中国制造的汽车在墨西哥市场日益受到欢迎，中国成为墨西哥进口整车的主要供应国， 渠道包括直接进口、子公司以及品牌合作。墨西哥统计局和墨西哥汽车流通企业协会发布的数据显示， 江淮、吉利等中国汽车品牌2024年在墨销量达12.93万辆，同比增长63%。 中国对墨西哥汽车零部件投资也正快速增长，供应链加快融合。据墨西哥国家汽车零部件工业协会数据 显示，过去一年，中国对墨西哥汽车零部件和电气元件行业的投资激增，占墨西哥汽车零部件总产值的 3.1%，主要集中在电气系统、启动装置和替换件领域。 据墨媒报道，墨西哥已有近40家中国零部件供应商在运营，其中不少是应整车厂要求入驻。例如，明华 公司在宝马位于圣路易斯波 ...

证券日报网讯柳工（000528）8月1日在互动平台回答投资者提问时表示，由于海外各地区的市场需求和 工况存在差异，全球化的研发机构设置有利于加快公司产品和技术的区域适配。本地化布局是全球化战 略的核心环节之一，本地采购是出于成本优化、效率提升、供应链管理、生产协同以及风险规避的综合 考虑。印度制造基地除可满足当地市场需求外，也可出口至其他海外区域。此外，公司生产销售的产品 都是在国内研发，在印度只涉及产品应用，未进行技术输出。同时，所应用的技术也都不在国家限制、 保密的范围，因此不存在泄露技术秘密和培育本地工业能力的风险。 ...