四十一年前，当23岁的瑞典青年Mats Harborn站在北京人民大学的校园里时，他或许并未想到，自己将亲历并参与塑造这个国家最为波澜壮阔的经济崛起。 2024年10月，已成为传拓集团（大众汽车集团旗下商用车业务）中国办公室总代表的何墨池，在江苏如皋斯堪尼亚全新工业生产基地的开业仪式上，和中国 记者熟稔的打招呼"吃了吗？"，儿化音分外标准；向嘉宾敬酒时，他把酒杯放低一分的动作，让对方吃惊。 从Mats Harborn到何墨池，这个"中文说的极溜的老外"，在中国经历了什么样的故事？带着这份疑问，2025年深冬的北京，记者在位于北四环的大众汽车集 团（中国）办公楼内传拓中国办公室见到了何墨池。何墨池没有独立办公室，和普通员工一样，在开放工位办公。以传拓集团中国办公室总代表的身份，何 墨池只是获得了比普通员工稍大一些的空间。 对何墨池的采访以中文进行，沟通效率很高，但思想节奏的跟随并不轻松。因为坐在何墨池对面仅十分钟，记者就意识到，这位瑞典人正在打开看待中国的 另一个视角。他没有像大多数外企高管一样，将谈话重点放在对中国发展速度的惊叹和论述中国市场的重要性上。而是坦诚地将40多年来对中国经济社会发 展的洞察和分析一 ...

Core Insights - Scania has officially established its third global industrial base in China, located in Rugao, Jiangsu, marking a significant milestone after over 60 years of operations in the country [1][4] - The investment in the Rugao base amounts to €2 billion, representing one of Scania's largest global investments in its 134-year history [1][4] - The new facility will enhance Scania's production capacity, allowing for an annual output of 50,000 vehicles, addressing the current supply-demand gap [1][4] Investment and Market Strategy - Scania's CEO, Christian Levin, emphasized the collaborative potential between Scania and China, focusing on mutual benefits rather than a one-sided approach [4] - The Rugao base will support both domestic and international markets, with plans to introduce more vehicle models and expand dealer networks in China [4][10] - Scania aims to localize its R&D, procurement, and sales processes, which is crucial for adapting to the competitive Chinese market [8][11] Production and Product Development - The new product line, NEXT ERA, specifically designed for the Chinese market, will be launched in Rugao next year, integrating local digital ecosystems [8][10] - The first domestically produced model, the Scania Super tractor, showcases a high level of localization with features tailored to local user needs [8][10] Supply Chain and Localization - Scania is focusing on localizing its supply chain to enhance competitiveness in the Chinese market, with a strategy to increase local supplier partnerships [11][12] - The company has observed significant improvements in the capabilities of local suppliers, allowing for better collaboration and customization of products [12][15] - Scania's commitment to electric vehicle development is evident, with plans to incorporate Chinese electric vehicle technologies into its product offerings [15] Market Potential and Future Outlook - The heavy truck market in China is projected to grow, with sales reaching approximately 539,160 units in the first half of 2025, reflecting a 6.9% year-on-year increase [15] - Scania's Rugao base is expected to reduce logistics costs and leverage China's numerous free trade agreements to expand its market reach in Southeast Asia [15]

Core Insights - The article discusses the growth and trends in the new energy commercial vehicle sector, highlighting significant policy changes, market performance, and company developments in the industry. Policy and Regulations - The Ministry of Industry and Information Technology (MIIT) plans to enhance the requirements for vehicle manufacturers regarding intelligence and connectivity, raising production entry barriers [6][8]. - The National Development and Reform Commission (NDRC) aims to establish 28 million charging facilities nationwide by the end of 2027, providing over 300 million kilowatts of public charging capacity to meet the needs of more than 80 million electric vehicles [12][11]. - The Ministry of Housing and Urban-Rural Development, along with nine other departments, is developing an action plan for smart municipal infrastructure construction and renovation [14]. Market Insights - In the first nine months of 2025, sales of new energy light trucks increased by 36.5% year-on-year, reaching 81,600 units, with a penetration rate of 24.8% [20][23]. - The sales of long-range new energy light trucks surpassed 20,000 units, maintaining the top position in the market [23]. - The main types of new energy light truck bodies are platform and box types, with a future shift towards technology-driven and scenario-focused transformations [26][30]. Company Monitoring - Scania has opened its industrial production base in Rugao, China, with a total investment of €2 billion (approximately 16.6 billion RMB), aiming for an annual production capacity of 50,000 vehicles [33]. - SAIC Maxus has launched new models in its electric light truck family, targeting diverse market needs [35]. - Dongfeng Commercial Vehicle has established a new five-year strategic cooperation with CATL, focusing on electric vehicle technology development and market expansion [44][46].

Core Insights - Scania is marking 2025 as a significant year in its development in the Chinese market, celebrating 60 years of partnership while launching a new production base in Rugao, which symbolizes its commitment to localizing operations and enhancing its supply chain in China [1][3]. Strategic Upgrades - Scania is implementing a comprehensive upgrade of its strategy in China, focusing on R&D, manufacturing, and overall solutions, transitioning from a transactional partner to an operational partner, which is akin to a "second startup" for the company [3][7]. - The new "Strategy 2.0" is driven by evolving industry regulations, increasing logistics demands, and the rapid development of digital solutions, which present both opportunities and challenges for the company [7][16]. Operational Focus - The core of Scania's strategic upgrade is the introduction of "worry-free solutions" based on Total Cost of Ownership (TCO), allowing for customized solutions for various applications, supported by a digital hub through the Scania app [8][10]. - Scania's new operating lease business aims to reduce initial capital expenditure for logistics companies and individual owners, enhancing operational efficiency and resource allocation [10][17]. Dealer Network Expansion - Scania is focused on expanding its dealer network in China, with plans to increase the number of dealers from over 40 by the end of 2025 to more than 70 by the end of 2026, thereby improving market coverage [18][23]. - The company is also addressing the financing needs of its dealers by providing comprehensive financing solutions, enabling them to operate with reduced financial pressure [23]. Service Strategy - Scania plans to enhance its service offerings by providing value-added services such as fleet consulting and management, allowing customers to focus on their core operations while Scania manages the backend services [23].