"中国拥有庞大的市场、开放的营商环境、利好的政策、充沛的人才与资源以及发达的供应链体系。这 一独特的优势组合，使中国成为理想的商业目的地。作为蔡司全球最大的单一市场，中国的重要性还在 不断加强。"费铭远表示。 "虽然履职不久，但过去数十年我都深度关注中国的发展。此前担任蔡司集团职务期间，我经常来中国 出差，这个国家的快速发展以及民众的聪明才智和勤勉不辍给我留下了深刻印象。"蔡司大中华区总裁 兼首席执行官费铭远（Martin Fischer）表示。 今年是蔡司连续第八年亮相进博会。11月7日，蔡司在技术装备展区4.1号馆B3-01展位举办媒体沟通会 暨圆桌论坛，蔡司大中华区总裁兼首席执行官费铭远发表了主旨演讲。 "上个月我正式移居中国，并为自己选取了中文名费铭远。这一名字有双重寓意：一是表达蔡司和我本 人对中国市场的坚定承诺，二是传递我们共同的使命——'Seeing beyond'，不断突破想象力的极 限。"费铭远表示。 蔡司于1957年进入中国市场并持续深耕。2021年起，中国已成为蔡司在全球最大的单一市场，目前其在 华员工超过7000人。 费铭远介绍，蔡司正不断加大在华投资力度，扩大本土布局。"2024年， ...

证券时报记者获悉，今年蔡司将以"创领前沿，新启华章"为主题，亮相进博会技术装备展区，其布展面 积达到600平方米，将展示来自医疗技术、光学消费品、工业质量与研究、半导体制造技术四大业务领 域的逾60项创新解决方案。 蔡司大中华区总裁兼首席执行官费铭远(Martin Fischer)表示，"今年是蔡司连续第八次亮相进博会，也 是我履新后的首次参与。进博会已成为全球新品首发、技术首秀和共享中国机遇的重要平台。今年进博 会期间，蔡司将重点展示多项本土创新的里程碑成果，还会揭晓一系列新的战略举措和合作项目。" 第八届中国国际进口博览会将于11月5日在上海启幕。作为全球光学和光电行业的"领跑者"，蔡司将连 续第八年"赴约"。 在视力健康方面，本土创新产品蔡司钻立方鎏金膜将首次亮相进博会，其革新镀膜工艺显著提升了镜片 的底色纯净度与易洁性能，并以独特的黄金色反射光泽赋予镜片个性美感，为视光行业带来了兼具创新 与差异化的新选择。 2025年，蔡司正式启动的大中华区总部综合园区项目，将全面整合升级原有总部运营、销售、研发、生 产、供应链等职能，构建高效协同的运营体系，进一步提升运营效率和市场响应能力，并为本土创新研 发持续赋 ...

Core Viewpoint - The meeting between Guangzhou's municipal leadership and Zeiss Group executives highlights the commitment to building a new ecosystem in the optical health industry, leveraging advancements in artificial intelligence and innovation for mutual growth [2][3]. Group 1: Government and Industry Collaboration - Guangzhou is recognized as a key area for advanced manufacturing and international trade, with a solid industrial foundation and abundant innovation resources [2]. - The local government is focused on deep reforms and high-level openness, aiming to enhance the manufacturing sector and implement the "Artificial Intelligence +" initiative [2]. - The collaboration with Zeiss Group aims to foster local research and development in augmented reality, virtual reality, and eye health products [2]. Group 2: Zeiss Group's Commitment - Zeiss Group has been operating in Guangzhou for 30 years, benefiting from the city's favorable business environment and industrial ecosystem [3]. - The company plans to accelerate its digital and intelligent transformation in Guangzhou, aligning its strategic planning in optical consumer products and medical technology with local industrial development [3]. - Zeiss Group expresses confidence in Guangzhou's future and intends to deepen its investment and innovation efforts in the region [3].

Core Viewpoints - The article summarizes the insights from fund managers based on their Q1 2025 reports, focusing on their investment strategies and market outlooks [1]. Group 1: Fund Manager Perspectives - Fund managers typically cover two main areas in their reports: a review of past investments and future market outlooks, with the latter being more significant [3]. - Different fund managers exhibit varying levels of detail in their reports, influenced by their investment styles, such as value or growth [3]. - The deep value style emphasizes low valuations and high dividend yields, primarily investing in sectors like finance, real estate, and energy [4][5]. - Growth value style focuses on companies with strong profitability and cash flow, often holding stocks for the long term [10]. Group 2: Deep Value Style Insights - Deep value style has shown strong performance from 2021 to 2024, while it underperformed in 2019-2020 [6]. - Fund managers express confidence in their holdings despite market uncertainties, citing factors like geopolitical changes and technological advancements as influential [7]. - The current market environment is characterized by structural changes, with some sectors facing prolonged competition, while others show clear competitive advantages [7]. Group 3: Growth Value Style Insights - Growth value managers highlight the resilience of high-frequency economic data and improved financing conditions, suggesting a positive outlook for the second quarter [12]. - They emphasize the importance of focusing on domestic economic transformation and internal demand rather than external pressures [12][13]. - Fund managers are adjusting their portfolios to capitalize on sectors like AI and healthcare, anticipating a shift in consumer behavior and market dynamics [15][16]. Group 4: Balanced Style Insights - The balanced style seeks to combine growth potential with valuation, often looking for stocks that offer good value relative to their growth prospects [26]. - Fund managers maintain a diversified approach, focusing on sectors with favorable valuations and growth potential, such as healthcare and technology [29][30]. - They express optimism about domestic consumption policies and liquidity, which may support market performance despite external uncertainties [30]. Group 5: Growth Style Insights - The growth style prioritizes companies with high revenue and profit growth, often accepting higher valuations for strong growth potential [39][40]. - Fund managers are actively seeking opportunities in emerging industries, such as renewable energy and technology, which are expected to drive future growth [41].