在全球外资布局趋于谨慎的当下，广东依然以其强大的"磁场效应"，逆势书写着高水平对外开放的新故 事。 广东省商务厅公布的最新数据显示，今年1～8月全省新设外资企业2.1万个、同比增长34%，实际使用 外资金额（FDI）708.7亿元、同比增长9.4%，这2项关键外资指标增速都显著高于全国平均水平 （14.8%、-12.7%），增速领跑东部主要经济大省。这份"成绩单"的背后，是全球FDI连续三年下滑，今 年前7个月我国FDI同比下降了13.4%的"寒冷气候"。 究竟是什么，让广东在全球产业链重构与"逆全球化"杂音中，依然成为外资青睐的投资热土与信任的港 湾？ 与我国改革开放的历史进程同步，外资企业在广东的投资与发展经历了三个显著的跃迁阶段，每一阶段 都对应着国家发展的演进与全球产业格局的变化。 在当前的第三个阶段，广东以在全国新发展格局中的重要角色与战略地位，正在形成吸引外资的强磁 场。 广东利用外资的三个阶段 改革开放初期至上世纪90年代中期，是广东初始融入国际市场的阶段。在这一阶段，我国市场经济体制 尚处于探索期，珠三角地区凭借毗邻港澳的区位优势和先行开放的政策红利，吸引了大量港澳台及华侨 资本，形成了典型的 ...

在全球外资布局趋于谨慎的当下，广东依然以其强大的"磁场效应"，逆势书写着高水平对外开 放的新故事。 广东省商务厅公布的最新数据显示，今年1-8月全省新设外资企业2.1万个、同比增长 34%，实际使用外资金额（FDI）708.7亿元、同比增长9.4%， 这2项关键外资指标增速都 显著高于全国平均水平 （14.8%、-12.7%），增速领跑东部主要经济大省。这份"成绩 单"的背后，是全球FDI连续三年下滑，今年前7个月我国FDI同比下降了13.4%的"寒冷气 候"。 作为全球知名的能源石化公司，埃克森美孚惠州乙烯项目在惠州正式投产。受访单位供图 究竟是什么，让广东在全球产业链重构与"逆全球化"杂音中，依然成为外资青睐的投资热土与 信任的港湾？ 作者丨 南方财经首席评论员张立伟 编辑丨杜弘禹 蒋韵 与我国改革开放的历史进程同步，外资企业在珠三角地区的投资与发展经历了三个显著的跃迁 阶段，每一阶段都对应着国家发展的演进与全球产业格局的变化。 在当前的第三个阶段，广东以在全国新发展格局中的重要角色与战略地位，正在形成吸引外资 的强磁场。 广东利用外资的三个阶段 改革开放初期至上世纪九十年代中期，是广东初始融入国际市场的 ...

（原标题：21评论｜广东外资三重跃迁背后的开放进阶） 作为全球知名的能源石化公司，埃克森美孚惠州乙烯项目在惠州正式投产。受访单位供图 南方财经首席评论员张立伟 在全球外资布局趋于谨慎的当下，广东依然以其强大的"磁场效应"，逆势书写着高水平对外开放的新故事。 广东省商务厅公布的最新数据显示，今年1-8月全省新设外资企业2.1万个、同比增长34%，实际使用外资金额（FDI）708.7亿元、同比增长9.4%， 这2项关键外资指标增速都显著高于全国平均水平（14.8%、-12.7%），增速领跑东部主要经济大省。这份"成绩单"的背后，是全球FDI连续三年下 滑，今年前7个月我国FDI同比下降了13.4%的"寒冷气候"。 究竟是什么，让广东在全球产业链重构与"逆全球化"杂音中，依然成为外资青睐的投资热土与信任的港湾？ 与我国改革开放的历史进程同步，外资企业在珠三角地区的投资与发展经历了三个显著的跃迁阶段，每一阶段都对应着国家发展的演进与全球产 业格局的变化。 在当前的第三个阶段，广东以在全国新发展格局中的重要角色与战略地位，正在形成吸引外资的强磁场。 改革开放初期至上世纪九十年代中期，是广东初始融入国际市场的阶段。在这一 ...

改革开放初期至上世纪九十年代中期，是广东初始融入国际市场的阶段。在这一阶段，我国市场经济体 制尚处于探索期，珠三角地区凭借毗邻港澳的区位优势和先行开放的政策红利，吸引了大量港澳台及华 侨资本，形成了典型的"前店后厂"模式：港澳负责接单、营销与资金运作，珠三角地区则依托低廉的土 地与劳动力资源，以"三来一补"为主要方式承担生产制造环节。 在全球外资布局趋于谨慎的当下，广东依然以其强大的"磁场效应"，逆势书写着高水平对外开放的新故 事。 广东省商务厅公布的最新数据显示，今年1-8月全省新设外资企业2.1万个、同比增长34%，实际使用外 资金额（FDI）708.7亿元、同比增长9.4%，这2项关键外资指标增速都显著高于全国平均水平 （14.8%、-12.7%），增速领跑东部主要经济大省。这份"成绩单"的背后，是全球FDI连续三年下滑，今 年前7个月我国FDI同比下降了13.4%的"寒冷气候"。 究竟是什么，让广东在全球产业链重构与"逆全球化"杂音中，依然成为外资青睐的投资热土与信任的港 湾？ 与我国改革开放的历史进程同步，外资企业在珠三角地区的投资与发展经历了三个显著的跃迁阶段，每 一阶段都对应着国家发展的演进与全 ...

Summary of Medical Equipment Industry Conference Call Industry Overview - The medical equipment industry experienced a revenue decline of 7.3% year-on-year in the first half of 2025, with Q2 revenue dropping by 9% [2] - The overall gross margin for the sector was 50.5%, with a slight decrease in Q2 compared to the previous year [2] - Domestic tender procurement is gradually recovering, with a 51% year-on-year increase from January to August [2][3] - The competitive landscape has led to extended revenue recognition cycles, resulting in a significant drop in actual revenue corresponding to last year's tenders [2] Company Performance Mindray Medical - Domestic revenue decreased by 30%, while overseas revenue grew by 5.39% [4] - The life information and support product line saw a 32% decline in revenue [5] - The company is expected to see recovery in Q3 due to increased market share in consumables and IVD products [6][8] United Imaging - Overseas revenue increased by 22.5%, accounting for nearly 20% of total revenue [4] - Domestic market growth was 11%, with several new products approved [5] - MRI equipment revenue grew by 16.81%, while CT equipment sales declined due to high procurement during the pandemic [3][14] KAILI Medical - Overall revenue faced pressure, with a 9% decline in domestic revenue and a 10% drop in gross margin [19] - Soft endoscope revenue grew over 20%, primarily due to breakthroughs in distribution channels [4][19] - The company is focusing on R&D in ultrasound and minimally invasive surgery [20] BGI Genomics - Revenue decreased by 8%, with a net loss reported [21] - Domestic sequencing business saw a double-digit decline, but sales volume of sequencing instruments increased [21] - The inclusion of Illumina on the unreliable entity list by the Chinese Ministry of Commerce is expected to boost BGI's market share [21] Wandong Medical - Achieved a 20% overall revenue growth, benefiting from increased sales of DRCT products and procurement expansion [4][22] - The company is pursuing a dual-driven strategy in domestic and overseas markets, with good growth prospects in Southeast Asia, South America, and Africa [22] Market Trends and Future Outlook - The medical imaging equipment tendering process is recovering, with a 51% year-on-year increase from January to August [5] - The overall trend for international expansion is positive, although short-term demand fluctuations are expected due to complex international conditions [6] - The second half of 2025 is anticipated to show significant improvement due to industry restructuring and the initiation of equipment upgrade projects [7] - Increased investment in consumables is expected to optimize business structures and improve revenue proportions [7] Key Insights - The medical equipment sector is facing challenges due to competitive pressures and extended revenue recognition cycles, but recovery is anticipated in the latter half of 2025 [2][7] - Companies are adapting by focusing on international markets and enhancing product offerings to mitigate domestic market pressures [6][8] - New technologies, such as AI and advanced imaging solutions, are becoming focal points for R&D and market competitiveness [18][20]

Group 1: Service Trade Overview - The concept of service trade is deeply integrated into daily life, impacting communication, finance, travel, entertainment, and sports services, thereby enhancing economic interactions between countries and convenience in life [1] Group 2: Financial Services Exhibition - The financial services exhibition showcased advanced technologies, including a financial model worth hundreds of billions applied across over 300 business scenarios, VR experiences for rural accommodations, and smart self-service terminals for various administrative tasks [3][4][6] Group 3: Health and Medical Services Exhibition - The health services exhibition featured cutting-edge medical equipment, including the world's most advanced CT and MRI machines, and showcased AI-driven medical solutions such as an AI dental system and a dual-console robotic surgery system [8][9] Group 4: Education Services Exhibition - The education services exhibition highlighted AI elements, introducing intelligent products designed to better understand and meet children's needs [9][10] Group 5: Innovative Housing Solutions - A new housing solution showcased at the exhibition emphasized speed, with a two-story house constructed in just 4.5 days using solar energy and modular design, allowing for quick assembly and disassembly [11][12][15] - The housing solution also focused on personalized customization, featuring designs suitable for elderly residents and potential for rental use [16][20] - Cost-effectiveness was highlighted, with construction costs at 4500 yuan per square meter, and significant savings achieved through pre-fabricated components [18][20][25] Group 6: Rural Housing Development - The innovative housing model is being implemented in rural areas, significantly reducing construction time to as little as 45 days compared to traditional methods, while also improving insulation and aesthetic appeal [21][23][25] - This approach is expected to contribute to rural revitalization by providing a new construction model for rural housing [27]

Core Viewpoint - Xi'an Jiaotong University recently announced multiple government procurement intentions for laboratory instruments, with a total budget of 84.12 million yuan, covering 22 items of equipment expected to be procured between April and December 2025 [2][3]. Procurement Summary - The procurement includes various advanced instruments such as microwave vector signal generators, signal/spectrum analyzers, soft matter scanning probe microscopes, glow discharge mass spectrometry ion sources, and low-temperature continuous ultrathin slicing machines [3][4][5][6]. - The total budget for these instruments is 84.12 million yuan, indicating significant investment in research capabilities [2][3]. Instrument Details - **Signal/Spectrum Analyzer**: A core instrument in electronic measurement, used for analyzing electrical signals in the frequency domain, applicable in communication, radar, aerospace, and industrial testing [4]. - **Soft Matter Scanning Probe Microscope**: Optimized for soft materials, this microscope is crucial for studying surface morphology and mechanical properties at the nanoscale, particularly in life sciences and polymer physics [5]. - **Low-Temperature Continuous Ultrathin Slicing Machine**: Designed for preparing ultrathin slices of biological or material samples at low temperatures, widely used in electron microscopy and biological tissue structure research [6]. Detailed Procurement List - The procurement list includes specific quantities and functionalities for each instrument, with delivery expected within 180 days post-contract signing. For example: - Microwave vector signal generator: 1 unit, for generating high-frequency vector signals [8]. - Signal/spectrum analyzer: 1 unit, for signal spectrum analysis and noise performance evaluation [8]. - Soft matter scanning probe microscope: 1 unit, for observing 2D and 3D surface morphology of soft materials [8]. - Glow discharge mass spectrometry ion source: 1 unit, for trace impurity detection in materials [8]. - Low-temperature continuous ultrathin slicing machine: 1 unit, for preparing ultrathin slices of biological samples [8].

Core Viewpoint - The development of multinational medical device companies' R&D models in China has evolved through different stages, with a current focus on open innovation to better meet local market demands [1][4]. Group 1: Company Developments - Siemens Medical Shenzhen Base announced the launch of its open innovation platform, marking a significant milestone with the delivery of its 10,000th medical device [1]. - The Shenzhen base has become Siemens Medical's only global facility with a complete MRI value chain, localizing production from superconducting magnets to integrated systems [1]. - Siemens Medical has invested over 1 billion yuan in a new high-end medical equipment R&D and manufacturing base in Shenzhen, expected to be completed by 2027 [3]. Group 2: R&D Strategy - Siemens Medical has developed several pioneering MRI products in China, including the first 1.5T, 3T, and 7T superconducting MRIs, adapting to local market needs [3]. - The company emphasizes the importance of open innovation, integrating clinical needs into the development of MRI technology to enhance diagnostic capabilities [3]. - The establishment of over 300 core local suppliers over 23 years has contributed to Siemens Medical's R&D innovation in China [3]. Group 3: Industry Trends - The trend of open innovation in the medical device industry is emerging as a response to the increasing competition from local Chinese medical device companies [4]. - The shift from independent R&D to collaborative open innovation reflects the growing opportunities created by local innovations in China [4]. - The competitive landscape in the medical device sector is pushing multinational companies to enhance their R&D efficiency in China [4].

Group 1 - Siemens Medical (Shenzhen) has delivered its 10,000th medical device and launched an open innovation platform [2] - The Shenzhen base, established in 2002, is the only Siemens Medical facility globally with a complete MRI value chain, achieving 80% localization in equipment production [2][3] - The base has produced over 20 high-end medical devices, including 17 MRI machines and 3 angiography systems, and has a 65% export ratio since its inception [3] Group 2 - A new high-end medical equipment R&D and manufacturing base with an investment of over 1 billion RMB is set to begin construction in January 2025, expected to be operational by 2027 [3] - The Shenzhen base is projected to account for over 90% of Guangdong's MRI export value and 70% of the national total in 2024, exporting to countries like Japan and Australia [3] - The base has nurtured over 300 local suppliers, with more than 40% becoming specialized small giants or national high-tech enterprises [3] Group 3 - The newly launched open innovation platform will focus on MRI and cutting-edge clinical treatment technologies, integrating global innovation resources to accelerate technological advancements in high-end medical devices [4] - The platform features advanced systems such as the 7T MRI MAGNETOM Terra.X and the Artis pheno Master, supporting seamless integration with third-party AI algorithms for intelligent medical imaging [4] - The initiative aims to foster a collaborative innovation ecosystem involving industry, academia, and healthcare to enhance the quality of China's high-end medical equipment industry [4]

Core Insights - Siemens Shenzhen Magnetic Resonance Ltd. announced the delivery of its 10,000th medical device, highlighting its significant production milestone in the medical equipment sector [1] Company Overview - The Shenzhen facility is the only production and R&D base globally for Siemens Medical that possesses a complete magnetic resonance value chain [1] - Since its establishment in 2002, the facility has been serving the Chinese market while achieving a 65% export ratio for its medical device products [1]