2025.09. 06 把越来越多且越来越高端的研发制造搬到中国实现本土化，这是全球光学巨头蔡司这些年"一以贯之"的行动。 从德国总部决定在中国自购土地建立工厂，到运营一周年后实现营收翻番，成为全球显微镜出货量最大的工厂，蔡司苏州研发制造基地（下称"蔡司苏州"）的持 续进阶成为外资在华持续加码的最新例证。 面对全球经济下行和地缘政治冲突等不确定性加剧，全球实际外国直接投资（FDI）持续两位数下降，中国吸引外资亦不乏挑战，但中国始终是跨国企业不可能 忽视的重要市场。随着中国制造在全球价值链上的升级，外资面临的挑战与机遇并存。 高端产品在华本土化 本文字数：2493，阅读时长大约4分钟 作者 | 第一财 经 缪琦 作为蔡司集团在华本土化战略的核心支点，蔡司苏州开业一年后，较此前实现营收同比翻番，达7.6亿元人民币。与此同时，三款高端显微镜本土化制造落地，标 志着蔡司成为业界首个在激光共聚焦和场发射扫描电子显微镜领域实现在华生产交付的国际厂商，也由此实现了核心显微镜产品线在中国的全面"本土化"。 "中国是蔡司在全球最大的市场，增速也在全球领先。"蔡司大中华区首席运营官谢磊在9月5日的开业一周年庆典上告诉第一财经，苏 ...

Core Insights - The article highlights the increasing trend of foreign companies, particularly Zeiss, deepening localization and R&D investments in China despite global economic uncertainties and geopolitical tensions [1][4][9] Group 1: Localization and Investment - Zeiss has established a manufacturing and R&D base in Suzhou, which has seen its revenue double to 760 million RMB within a year, becoming the largest microscope factory globally [2][4] - The Suzhou facility has successfully localized the production of three high-end microscope models, marking Zeiss as the first international manufacturer to achieve this in the laser confocal and field emission scanning electron microscope sectors [2][4] - The commitment to localization is evident as Zeiss chose to purchase land for factory construction rather than leasing, indicating a long-term strategy in China [4][5] Group 2: Market Dynamics and Competitive Landscape - China is recognized as Zeiss's largest market globally, with growth rates leading the world, which directly influences the company's global performance [4][5] - The local supply chain in China is robust, providing a competitive edge for high-end manufacturing, which Zeiss leverages to enhance its product offerings [5][6] - The competition from local suppliers is viewed positively, as it drives technological advancements across the industry [5][6] Group 3: Quality and Standards - The quality control standards in China are reportedly more stringent than in Germany, with local customers often preferring products manufactured in China for their reliability [8][6] - The localization of high-end production is seen as a continuous process, with key production steps being transferred to China to reduce costs and improve market familiarity [6][8] Group 4: Broader Foreign Investment Trends - Despite a decline in actual foreign direct investment (FDI) globally, many foreign companies, including Bosch, are committing to significant investments in China, with Bosch planning to invest over 3 billion RMB in R&D over the next six years [9][10] - Surveys indicate a strong willingness among German and American companies to continue investing in China, with many considering it a top investment destination [10]