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松下加码投资中国AI相关产业,9月将在上海建新工厂
Di Yi Cai Jing Zi Xun· 2025-09-01 12:11
Group 1 - Panasonic is increasing investments in China's AI-related industries, with a new electronic materials factory set to open in Shanghai in September [2] - In the Northeast Asia region, Panasonic's sales revenue for the fiscal year 2024 is expected to grow by 3% year-on-year, with operating profit increasing by 10% [2] - The first quarter of fiscal year 2025 (April to June 2023) also saw revenue and profit growth, with sales up by 3% and operating profit up by 26% [2] Group 2 - Panasonic's investment in the electronic materials factory in Guangzhou, which began construction in June 2020, amounts to 790 million yuan and is set to produce multilayer substrates for AI servers [3] - A new factory in Suzhou, with an investment of 600 million yuan, is scheduled to start construction in October 2024 and will produce new materials for integrated circuits [3] - An additional factory in Shanghai, with an investment of 120 million yuan, is planned to begin construction in September 2025, focusing on electronic materials for AI servers [3] Group 3 - Panasonic's sales of capacitors and electronic materials for AI servers to Western markets increased by 133% year-on-year [3] - The company has signed contracts for cooling liquid circulation pumps for servers, with plans for production at its Hangzhou motor factory [3] Group 4 - Panasonic is enhancing internal AI applications by integrating large models like Chat GPT and DeepSeek into its systems [4] - The company is promoting AI technology through internal competitions and has developed its own small model for generative AI servers [4] - Panasonic plans to share its AI application practices with other Japanese companies operating in China [4]