在评价财务数据时，拜尔斯道夫首席执行官华文颂（Vincent Warnery）坦言，今年第三季度，尤其是新 兴市场，护肤品增长进一步放缓，"预计消费品业务板块全年销售额有机增长约2.5%。" 高端护肤品牌莱珀妮在今年前三季度的销售中，仍未扭转下滑局面。11月12日，新京报贝壳财经记者获 悉，德国护肤品集团拜尔斯道夫发布了2025年前三季度财务数据。报告期内，该集团整体销售额约75亿 欧元，有机增长2%，与上年同期6.5%的增幅相比有所放缓。 消费品业务前三季度销售额63亿欧元，莱珀妮持续承压 分业务来看，拜尔斯道夫旗下拥有消费品业务板块、德莎（tesa）业务板块，其中，消费品业务是该集 团的主营业务，后者则以工业产品服务为主。 得益于产品组合优化的持续推进，今年前三季度，消费品业务板块实现销售额63亿欧元，有机增长 2%，其中，皮肤科学品牌"优色林"表现突出；德莎业务板块销售额也实现了2%的有机增长，在该集团 看来，这主要由电子事业部推动，表现符合预期。 在消费品业务板块中，主要分为妮维雅（包括Labello）、Derma（包括优色林和Aquaphor）、高端护肤 品牌莱珀妮（La Prairie）、医疗健康 ...

Group 1 - L'Oréal China held a strategic communication meeting in Shanghai, highlighting its focus on long-term investment and local supply chain development [2] - In 2024, Shanghai is set to recognize 60 new multinational company regional headquarters and 30 foreign R&D centers, with nearly 6,000 new foreign enterprises established and actual foreign investment exceeding $17.6 billion [2] - The local government has introduced 14 measures to enhance the investment environment, focusing on improving foreign investment services and legal frameworks [2] Group 2 - BASF announced a 500 million RMB investment to expand its Cellasto factory in Shanghai, aimed at supporting the electric vehicle market, with a projected capacity increase of nearly 70% by 2027 [3] - Bayer's investment of $31.42 million in Nivea (Shanghai) is directed towards local formula development, smart production line upgrades, and precise marketing strategies [4] - Otis is expanding its global R&D center in Shanghai, focusing on elevator equipment and digital technology innovations, emphasizing a "for China, in China" strategy [4] Group 3 - Multinational companies are increasingly localizing their supply chains, with Mahle reporting a 90% localization rate in China and plans to increase it by an additional 5% [5] - L'Oréal plans to enhance investments in R&D, supply chain optimization, and talent development in China, with new operational centers being established [5] Group 4 - The Chinese market is viewed as a source of "certainty" amidst global uncertainties, with its position as the second-largest consumer goods market driving growth potential [6] - The elevator market in China is experiencing significant growth, with a current ownership of 10 million units, and a focus on modernization and digitalization to meet urban renewal needs [7] - Companies are leveraging Shanghai's favorable policies and services to launch innovative products, with several brands choosing Shanghai as their global launch site [8]