中国成为跨国企业研发热土 今年以来，一大批外资在华研发项目陆续落地，凸显出越来越多跨国企业正顺应中国经济转型升级大 势，加大在华研发投入，持续提升本地化创新能力，在赢得更广阔市场机遇的同时，也推动中国加速 从"制造基地"向"研发热土"转变。 外资研发布局不断提速 2025年1月至8月，全国新设立外商投资企业42435家，同比增长14.8%。一系列数据表明，外资在华投 资热情不减、投资结构优化。 重视研发、创新导向是高技术产业的重要特征。在此背景下，外资企业在华研发投入力度持续提升，设 立研发中心的步伐明显加快。 商务部研究院发布的《跨国公司在中国》报告提出，2013年后的10年间，在华规模以上外资工业企业研 发经费增长超过86.5%。数据显示，截至目前，上海外资研发中心累计突破600家，北京外资研发中心 数量较去年翻番。 近年来，汉高多次在中国投资研发创新项目。2024年1月，汉高消费品亚洲研发中心正式启用，这是汉 高消费品牌在亚洲最大的研发中心；今年5月，汉高粘合剂上海应用技术中心正式投用；今年9月，总投 资约5亿元的汉高粘合剂技术上海创新体验中心启用。 在医药领域，也有不少跨国企业将中国视为重要创新基地。 ...

Core Viewpoint - A significant increase in foreign investment in research and development (R&D) in China reflects multinational companies' commitment to enhancing local innovation capabilities, aligning with China's economic transformation from a manufacturing base to a research hub [1][4]. Group 1: Foreign Investment Trends - From January to August 2025, 42,435 new foreign-invested enterprises were established in China, marking a 14.8% year-on-year increase, indicating sustained enthusiasm for foreign investment and an optimized investment structure [2]. - Over the past decade, R&D expenditure of foreign-funded industrial enterprises in China has increased by over 86.5% [2]. - Shanghai has surpassed 600 foreign R&D centers, while Beijing's number has doubled compared to the previous year [2]. Group 2: Sector-Specific Developments - In the pharmaceutical sector, AstraZeneca announced a $2.5 billion investment to establish a global strategic R&D center in Beijing, making it one of two such centers in China [3]. - Schneider Electric has established multiple R&D centers in China, with an annual compound growth rate of over 18% in R&D investment since 2019, and has built five major R&D centers and AI innovation labs [3]. Group 3: Innovation Ecosystem - China's market size, policy environment, and innovation ecosystem are increasingly attractive to foreign enterprises, fostering a conducive environment for R&D [4]. - The Chinese market is characterized by strong growth potential and a welcoming attitude towards innovation, which is crucial for the rapid commercialization of new technologies and products [4]. Group 4: Global Impact of Local Innovations - Bayer's investment in a health consumer innovation center in Shanghai reflects confidence in China's stable policy environment for R&D, enhancing collaboration with local research institutions [5]. - Cross-national companies are leveraging innovations developed in China to serve global markets, with Bayer's innovative products from China accounting for 15% of its global innovation output as of 2023 [7]. Group 5: Technological Advancements - The rapid development of new technologies such as artificial intelligence and green energy presents significant market opportunities for multinational companies, positioning China as a key player in these fields [6]. - AstraZeneca is utilizing AI technology in China to accelerate scientific discoveries, exemplifying the integration of advanced technologies in local R&D efforts [6]. Group 6: Strategic Responses to Market Needs - Companies are increasingly focusing on local market characteristics to enhance competitiveness, with Henkel emphasizing the importance of R&D in China to respond quickly to market demands [7]. - Schneider Electric's innovations, such as environmentally friendly switchgear, developed in China, are being promoted globally, showcasing the international relevance of local R&D efforts [8].

Core Insights - Multinational companies are increasingly focusing on adapting their growth strategies to the unique conditions of the Chinese market while promoting sustainable development [1][2] - Schneider Electric emphasizes "triple innovation" through technology, ecology, and management to address industrial transformation and green transition challenges [2][4] Group 1: Technology Innovation - Schneider Electric is enhancing its technological advantages in digitalization, automation, and electrification, with a strong focus on AI research and development [2][4] - The company has established five R&D centers in China and has seen a compound annual growth rate of over 18% in R&D investment since 2019 [4][9] - AI and other advanced technologies have been integrated into their operations, exemplified by the transformation of traditional factories into "lighthouse factories" [10][11] Group 2: Ecological Innovation - Schneider Electric is building a digital and sustainable ecosystem through initiatives like the "Winning Together Program," which has attracted over 1,250 SMEs to enhance their innovation capabilities [7][9] - The company promotes a zero-carbon supply chain through its supplier initiatives and actively participates in industry-education integration to cultivate innovative talent [7][8] Group 3: Management Innovation - Management is considered a core competency, with Schneider Electric maintaining a "China Center" strategy that integrates sustainable development into its business operations [8][9] - The company focuses on empowering employees and enhancing their digital skills, aiming for over 90% of employees to become "digital citizens" by the end of 2025 [11][12] Group 4: Market Position and Future Outlook - China has become Schneider Electric's second-largest market and a key supply chain base, with the company planning to leverage opportunities in high-end, intelligent, and green development [2][12] - The company aims to contribute to global sustainable development by sharing its innovations and practices developed in China with other markets [12][13] - Schneider Electric's long-term strategy includes responding to local demands through increased R&D investment and agile mechanisms [15]