作者：张淑贤、 周春媚、卓泳 今年以来，在一系列稳市场预期稳信心政策加持下、中国市场呈现出引人注目的"磁吸效应"：外籍人员纷至沓来，"中国电子第一街"深圳华强北日均接待超 7000名外籍人士；外资机构竞相涌入，恒生指数年内领涨全球主要市场；制造业、金融业外企加速抢滩中国，市场活力重燃。本专题通过观察外企、外商、外 资回流汇聚而成的这股澎湃浪潮，展现中国市场"磁吸力"如何为全球增长注入稳定动能，敬请关注。 制造业锚定产能高地 金融业抢滩开放红利 走进特斯拉储能工厂总装车间，工人们正在总装线上有条不紊地组装着一台台储能系统Megapack。每台Megapack储能规模超过3.9兆瓦时（约3900度电），约可 满足3600户家庭一小时用电需求。 "上海储能超级工厂作为特斯拉在全球的第二个储能工厂，目前正根据订单情况有序实施生产。"特斯拉中国能源业务总经理董鲲接受采访时表示，"投产4个多月以 来，特斯拉上海储能超级工厂生产的储能系统Megapack除供应中国市场外，还出口了数百台至欧洲、大洋洲的多个国家及地区"。 这座占地约20万平方米的特斯拉上海储能超级工厂，面积相当于30个标准足球场大小，规划产能为每年1万台Me ...

Group 1: Tesla's Energy Business Expansion - Tesla's Shanghai energy factory, the second of its kind globally, has been operational for over four months, producing Megapack energy storage systems that can meet the electricity needs of 3,600 households for one hour [1][2] - The factory has a planned annual production capacity of 10,000 Megapacks and has already begun exporting to Europe and Oceania [1] - The first Megapack was produced on February 11, marking the official start of operations at the Shanghai facility [1] Group 2: Investment in China's Energy Sector - Tesla signed a contract for its first grid-side energy storage project in China, with a total investment of 4 billion yuan, expected to meet over half of Shanghai's seasonal electricity adjustment needs [2] - The first phase of the project is anticipated to be operational this year, with a storage capacity of 300 megawatt-hours [2] Group 3: Foreign Investment in Manufacturing - Henkel has launched a consumer brand factory in Taicang, Jiangsu, as part of its strategy to deepen its presence in the Chinese market [2][3] - The acquisition of a factory from Suzhou Boke Biotechnology is aimed at enhancing production capacity and efficiency for Henkel's well-known brands [3] Group 4: Financial Sector Expansion - Several foreign financial institutions are accelerating their entry into the Chinese market, benefiting from the country's financial openness [3] - Recent approvals for insurance asset management companies in Shanghai highlight the growing interest from foreign players in China's financial sector [3] Group 5: Foreign Investment Trends - Data shows that from January to May, 24,000 new foreign-invested enterprises were established in China, a year-on-year increase of 10.4% [5] - Surveys indicate that 76% of British companies and over half of German companies plan to maintain or increase their investments in China by 2025 [5] Group 6: Hong Kong as an Investment Hub - Hong Kong has become a key entry point for foreign capital into China, with a notable increase in foreign investment activities despite ongoing geopolitical tensions [12] - The Hong Kong stock market has seen significant interest from global investors, particularly in technology and consumer sectors, with the Hang Seng Index rising over 20% since 2025 [14] Group 7: Foreign Business Activity in Shenzhen - The influx of foreign merchants in Huaqiangbei, Shenzhen, reflects the strong appeal of the Chinese market, with daily foreign visitor numbers exceeding 7,000 [6][10] - Recent visa facilitation policies have further enhanced the ease of doing business for foreign investors in China [11]

Group 1 - The influx of foreign merchants in Huaqiangbei reflects the increasing confidence of foreign investors in the Chinese market, driven by favorable visa policies and enhanced business facilitation measures [1][5]. - Huaqiangbei, known as "China's electronic first street," has become a hotspot for foreign buyers, with an average of over 7,000 foreign visitors daily, indicating a strong demand for electronic products [2][3]. - The competitive pricing and quality of Chinese products, particularly in the technology sector, are major attractions for foreign buyers, making China an appealing destination for investment [3][4]. Group 2 - The implementation of the 240-hour visa-free transit policy has significantly boosted foreign arrivals, with 9.215 million foreign visitors recorded since its introduction, marking a 40.2% increase compared to the previous year [5]. - Various cities, including Beijing and Shanghai, have introduced special visa policies for foreign business personnel, enhancing the ease of doing business in China [5]. - The overall increase in inbound business travel and the expansion of foreign enterprises' activities in China demonstrate the market's robust vitality and attractiveness [4][5].

阿里巴巴集团旗下高德地图6月12日在日本正式上线打车功能，覆盖东京、大阪、名古屋、横滨、京都 等日本热门旅游城市。通过与日本出租车平台"GO"合作，高德将国内出行服务模式延伸至日本市场。 点评：此次跨国合作不仅是企业自身的商业版图扩张，更展现了中国科技企业输出创新模式的能力。未 来两国在智慧交通领域的协同创新，值得期待。 NO.3 广汽丰田官宣与小米汽车合作 6月12日，广汽丰田举办2025年科技日，宣布与小米达成合作，正式接入小米"人车家"生态。据悉，铂 智7将率先搭载，开放硬件生态接口。未来，在广汽丰田的车型上，将能看到更多小米生态设备，比如 小米智能对讲机、小米车载手机支架等。此前，小米集团创始人、董事长兼CEO雷军多次在公开场合提 出，希望智能汽车生态接口能统一标准。 每经记者｜杨卉 每经编辑｜董兴生 丨 2025年6月13日 星期五 丨 NO.1 印度失事客机载242人型号为波音787－8 据央视新闻，一架客机6月12日在印度古吉拉特邦艾哈迈达巴德机场坠毁。据悉，这架客机从机场起飞 后几分钟便坠入机场附近居民区。印度航空公司12日证实，当天在古吉拉特邦艾哈迈达巴德机场附近坠 毁的客机载有242人。这 ...

| 2025年6月13日星期五 | NO.1 广汽丰田接入小米汽车生态 6月12日，广汽丰田举办2025年科技日，宣布与小米达成合作。广汽丰田正式接入小米"人车家"生态， 铂智7将率先搭载，开放硬件生态接口。未来，在广汽丰田的车型上，将会有更多小米生态设备如小米 智能对讲机、小米车载手机支架等。 点评：广汽丰田与小米的合作，标志着传统汽车制造与智能家居生态的深度融合。通过接入小米"人车 家"生态，广汽丰田在提升用户驾驶体验与智能化服务方面迈出了重要一步。 NO.2 哪吒汽车新办公室内空无一人 "合众新能源股份有限公司员工现已居家办公，目前正在办理搬离手续，现场已无该司人员。"6月12 日，《每日经济新闻》记者在哪吒汽车位于上海市闵行虹桥商务区的新办公室大门看到上述告示内容， 落款方上海恒生云创科技发展有限公司。"我们是端午节后正式搬到这里来办公的，已经有一周多时间 了。"哪吒汽车相关工作人员向记者透露称。记者在现场看到，办公室已空无一人，个别工位上还有笔 记本电脑和个人物品没有拿走。针对网络流传的员工堵门申请薪酬支付一事，哪吒汽车6月12日回应 称"今天开始，员工暂时居家办公"。 NO.5 宁德时代与香港大学 ...

1.【阿维塔组建座舱和智驾自研团队，为加速出海做准备】 6月12日消息，阿维塔正在智能驾驶领域 推进自研，计划在Momenta方案基础上开发，并搭载于下一代海外车型。据了解，阿维塔正在组建 智能驾驶和智能座舱的研发团队，涵盖智能空间、底盘、架构等，团队规模接近300人。近期，阿维 塔智能化自研团队和非自研团队合并到平台技术开发部下，原自研负责人胡成太调任长安，智能化团 队由副总裁江谦负责。（晚点Auto） 2. 【尹同跃回应奇瑞赴港上市：希望把香港作为奇瑞迈向国际资本市场的新起点】6月12日，奇瑞控 股集团党委书记、董事长尹同跃在2025香港车博会上表示，今年2月份奇瑞正式向港交所递交了申 请，希望把香港作为奇瑞迈向国际资本市场的新起点，未来香港将成为奇瑞的全球金融中心、物流中 心、资本高地、创新高地、全球人才聚集地，成为奇瑞加快走向全球的桥头堡，也希望在香港奇瑞有 自己的制造，成为全球的制造中心。在本届香港车博会上，奇瑞携12款新能源车型参加。（蓝鲸新 闻） 3. 【广汽丰田官宣与小米汽车合作】6月12日，广汽丰田举办2025年科技日，该公司宣布与小米达 成合作。广汽丰田正式接入小米"人车家"生态，铂智7将 ...

Company Highlights - GAC Toyota announced the launch of its first mass-produced flying car, the AirCab, with a price not exceeding 1.68 million yuan, marking a significant step in innovation [1] - GAC Toyota aims for 80% of its sales to come from new energy vehicles (NEVs) by 2030, expanding its product matrix to include pure electric, plug-in hybrid, and range-extended versions [2] - The company will transfer development decision-making authority to Chinese engineers, implementing a chief engineer system to enhance localization [2] - GAC Toyota has partnered with Chinese tech companies Xiaomi, Huawei, and Momenta to accelerate localization efforts, with a focus on integrating Xiaomi's ecosystem into its vehicles [2] Industry Trends - Japanese joint venture brands are increasingly pursuing the new energy wave, with several companies launching new electric vehicle models in the first half of the year [3] - GAC Toyota's electric vehicle model, the Platinum 3X, has a starting price of around 100,000 yuan and has received nearly 30,000 new car orders [3] - GAC Toyota has invested 6.34 billion yuan in a dedicated production line for new energy vehicles, with a designed capacity of 200,000 units per year [3]

Core Insights - The article highlights the significant achievement of Hytera Communications Corporation Limited (referred to as "Hytera") in the global public safety communication sector, particularly its recent contract with the Brazilian Federal Police [2][3] - Hytera's subsidiary Teltronic secured a framework agreement worth nearly $40 million to provide critical communication solutions for public safety departments across Brazil [2][3] Group 1: Contract Details - Under the framework agreement, Hytera will deliver 40,000 TETRA radios and TETRA/LTE multimode smart radios, along with MCX software, within two years [3] - The equipment will enhance the Brazilian Federal Police's ability to coordinate efficiently across departments, enabling real-time sharing of voice, data, and video information [3] Group 2: Technological Aspects - The solutions provided by Hytera are based on international mainstream critical communication open standards, integrating narrowband TETRA and broadband MCX technologies [2] - TETRA technology is known for its high reliability and stability, making it suitable for public safety scenarios that require high-quality voice communication and interference resistance [2] - MCX technology supports high-definition video and large-capacity data transmission, offering richer information support for command decision-making [2] Group 3: Strategic Implications - This contract marks a significant breakthrough for Hytera in the Brazilian public safety market, reinforcing its leading position in the critical communication sector [3] - The collaboration with the Brazilian Federal Police is seen as a new starting point for Hytera in Brazil and an important milestone in its global strategic layout [3] - Hytera aims to leverage its strong R&D capabilities, quality products and services, and extensive industry experience to further expand its global market presence [3]

金十数据6月12日讯，广汽丰田举办2025年科技日，该公司宣布与小米达成合作。广汽丰田正式接入小 米"人车家"生态，铂智7将率先搭载，开放硬件生态接口。未来，在广汽丰田的车型上，将看到更多小 米生态设备，比如小米智能对讲机、小米车载手机支架等。 （一财） 广汽丰田官宣与小米汽车合作 ...

Core Insights - The company, HaiNengDa, has evolved from a traditional hardware manufacturer to a provider of integrated communication solutions, reflecting a shift in focus from hardware to a combination of hardware and software solutions [2] - The company is involved in various sectors including quantum technology, satellite internet, and 6G concepts, indicating a strategy to enhance its valuation through association with trending technologies [3] - Despite holding a dominant position in the domestic market with approximately 60% market share, the company faces challenges in the international market, highlighted by a recent court ruling in the U.S. that exposed its vulnerabilities in the global supply chain [3] Business Structure - As of the first three quarters of 2024, the company's business structure is divided into terminal business (46.34%), system business (30.35%), and OEM and others (23.31%), showcasing a balanced approach to its operations [2] - The company’s reliance on narrowband business is diminishing, prompting a need for growth in emerging sectors to sustain overall performance [4] Financial Performance - The company's net profit saw a dramatic increase of 70.49% year-on-year in the first three quarters of 2024, but a significant drop of 75.83% in the first quarter of 2025, indicating volatility in its financial performance [4] - The absence of dividends over the past three years reflects a cautious approach to cash flow management, which may not be well-received in the capital markets [4] Strategic Challenges - The company must navigate external policy risks while addressing internal growth challenges, which is a common scenario for many traditional manufacturers undergoing transformation [4] - Balancing technological investment with short-term profitability will be crucial for the company's future success, especially in light of emerging concepts like AI private networks and domestic chip production [4]