Core Viewpoint - KONE Elevator has announced a significant investment plan in the Guangdong-Hong Kong-Macao Greater Bay Area, including the establishment of a southern headquarters and a research and development center in Shenzhen, aimed at supporting high-quality urban development in the region [1][2]. Group 1: Strategic Investment and Headquarters - KONE's southern headquarters in Shenzhen is expected to be operational by early 2026, creating a "dual headquarters, collaborative linkage" model in China [2]. - The new headquarters will focus on regional market expansion, customer service, and resource integration, enhancing operational management and local responsiveness in the Greater Bay Area [2][3]. - The collaboration with Qianhai aims to leverage the area's industrial ecosystem, geographical advantages, and efficient policy support to promote resource allocation and industrial upgrades [1][3]. Group 2: R&D and Service Innovation - KONE plans to establish a research and development center in Shenzhen, focusing on elevator modernization and digital maintenance services, capitalizing on the city's strong innovation environment [3][4]. - The R&D center will work on personalized elevator modernization solutions and enhance digital maintenance services in commercial buildings through partnerships with companies like Vanke Group [3][4]. Group 3: Supply Chain and Logistics - KONE is developing a smart logistics and assembly center in collaboration with Shenzhen Metro Group and Vanke Group, which is expected to improve supply chain efficiency in the Greater Bay Area [4]. - The logistics center, set to be operational by October, aims to reduce delivery times for modernization solutions by 20%, enhancing responsiveness to regional customer needs [4]. Group 4: Market Dynamics and Competitive Strategy - Despite challenges in the real estate market, KONE's elevator modernization business is experiencing strong growth, driven by the increasing need to update aging elevators [5][6]. - Currently, there are approximately 11 million elevators in use in China, with less than 10% being classified as old (over 15 years), but this percentage is expected to rise as the overall stock ages [6]. - KONE emphasizes its competitive advantages through a fully digitalized ecosystem and sustainable solutions, aiming to reshape the elevator industry with innovative technologies [6].

作为全球电梯巨头之一，通力集团即将在2026年迎来在华三十周年，并正在加大对粤港澳大湾区投资力 度。8月29日，通力电梯与深圳市前海深港现代服务业合作区管理局在深圳举行战略合作签约仪式，宣 布公司将设立南方总部、建设研发中心及智慧物流与装配中心，深度助力大湾区城市高质量发展。 通力集团高管向证券时报记者等媒体表示，双总部模式标志着通力在中国市场向"服务导向型"战略转 型，未来公司将重点聚焦电梯更新改造与维保服务。另外，公司在电梯维保、联动智能楼宇等方面已经 开始人工智能赋能，提高安全与效率。 布局大湾区 通力集团高管指出，尽管房地产市场面临挑战，电梯更新改造业务依然展现出强劲的发展势头。在中 国，运行年限超过15年的电梯通常被认定为老旧电梯，需进行评估或更新改造。作为全球最大的电梯与 扶梯市场，中国目前在用电梯约1100万台；尽管当前运行超15年的电梯占比不足10%，但随着整体电梯 存量逐步老化，这一比例正快速上升。 在签约仪式上，通力集团总裁兼首席执行官Philippe Delorme(德龙)强调，作为深耕中国市场近三十年的 外资企业，此次在深圳设立南方总部，是通力对"在中国，为中国"承诺的有力践行。通力希 ...