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无限之疯狂掠美_后,股价能否持续上扬?
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无限之疯狂掠美_后,股价能否持续上扬?

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  欧莱雅中国日前在上海举办发展战略沟通会,其首席执行官博万尚在分享重点战略。记者宋薇萍摄

  ◎记者严曦梦宋薇萍

  在全球经济格局剧烈变化的当下,跨国企业正将目光投向中国。上海证券报记者近日调研获悉,多家知名跨国公司近日在上海布局新项目、设立研发中心或加码本地化供应链,不断延伸和拓展在中国市场的广度与深度。

  作为中国改革开放的前沿窗口和深度链接全球的国际大都市,上海一直是外商最青睐的投资首选地之一、跨国公司全球产业链供应链布局的首选地之一。2024年,上海新认定跨国公司地区总部60家、外资研发中心30家。全市新设立外资企业近6000家,实际使用外资超过176亿美元,引资规模保持高位。

  为了培育长期、稳定、可预期的发展环境,支持政策也不断加码。4月16日,《浦东新区关于加大吸引外商投资力度的支持措施》正式发布,从促进利用外资提质增效,持续优化外商投资服务,提高投资运营法治化、便利化水平,加强外商投资促进力度等四方面推出十四条举措,更加有效吸引和利用外资。

  外资龙头再投“信任票”

  在“对等关税”风波下,众多外资龙头企业仍投出信任票,加码投资中国。

  4月14日,德国化工巨头巴斯夫宣布投资5亿元人民币,扩建其在上海浦东的cellasto工厂。记者获悉,该工厂未来将提供先进的降噪、减振与舒适性解决方案,助力中国电动汽车市场发展。扩建项目计划于2027年建成投产,总产能预计提升近70%。

  “浦东市场化、法治化、国际化的一流营商环境,丰富的人才储备,以及持续扩大的产业生态圈,推动产业强链补链延链,增强了我们继续深耕的信心。”巴斯夫副总裁、巴斯夫浦东基地总经理徐毅斌在接受记者采访时表示,巴斯夫持续看好中国电动汽车行业前景,未来期待继续与浦东携手同行。

  美妆巨头德国拜尔斯道夫也在持续押注中国市场。拜尔斯道夫负责人近日对记者表示,总部在2025年已向妮维雅(上海)有限公司注资3142万美元,锚定本土配方研发、智能生产线升级、精准营销布局三大战略方向。

  奥的斯中国区总裁罗小莉对记者表示,奥的斯位于上海虹桥的全球研发中心是目前奥的斯全球规模最大的研发基地,致力于开发电梯设备与数字化技术的创新,立足中国,服务全球。本着“在中国,为中国”的战略,接下来,奥的斯将不断加大围绕中国市场的研发投资。

  强化本土化供应链

  记者多方采访获悉,加快在中国市场的本土化部署,建设更具韧性的供应链体系已成为跨国公司在华战略调整的重要方向。

  马勒中国区总裁沈梁玉对记者表示,目前,中国业务的本地化占比已经达到了90%。为应对“对等关税”政策影响,公司将进一步提高本地化率,有望在现有基础上再提高5%左右。接下来,马勒集团将扩大中国“朋友圈”,加大与本土企业的合作。同时,马勒集团也将发挥桥梁作用,助力供应链上的中国企业“走出去”。

  “2025年,欧莱雅将在研发创新、供应链优化、美妆基金、人才发展等方面继续加大在华投资。”欧莱雅北亚总裁及中国首席执行官博万尚对记者表示,欧莱雅将在多维度持续加码对华投资,继苏州智能运营中心之后,欧莱雅即将落成南通智能运营中心。

  中国市场具备“确定性”

  “面对当今充满不确定性的全球局势,企业更需主动寻找‘确定性’,以保障长期发展。中国市场正具备这种‘确定性’。”全球知名农产品贸易加工企业路易达孚北亚区首席执行官兼北亚区谷物油籽平台总经理陈嘉渊说。

  陈嘉渊表示,中国市场的“确定性”,首先在于其全球第二大消费品市场的地位,并持续推动消费升级,这为企业提供了强大的增长潜力。同时,中国在多个引领全球经济变革的前沿领域,如能源转型、绿色发展、智能制造和数字化转型等,也展现出高度的“确定性”,这些也是路易达孚未来加大研发与业务投入的重要方向。

  这种“确定性”在各行各业传导。

  “中国市场目前的电梯保有量高达1000万台,其中高于15年服役周期的电扶梯数达到100万台,且每年这个数字都在以两位数的速率增长。随着城市更新的推进,以及‘两新’政策的落地,我们对中国市场增长充满信心,接下来会继续创新产品和服务,尤其是加快电梯现代化更新及数字化实力,更好地服务人们的美好生活。”罗小莉说。

  佛瑞亚海拉中国区电子事业部执行副总裁兼集团电子事业部董事会成员白彬毅表示,智能网联汽车作为浦东发展的重要板块和产业,为公司在智能出行领域的创新和市场拓展提供了基础和支持,与公司下一步发展需求高度契合。“我们对中国、上海,尤其是浦东的未来充满信心。这里有优秀的人才、创新的氛围、透明的机制,未来我们将继续以创新为驱动,扎根浦东,为浦东乃至中国的经济发展贡献我们的力量”。

  “集团一系列创新产品接连锁定上海作为全球首发地,2月,旗下皮肤科学品牌在上海全球首发,3月,该产品获得国妆特进字批件,通过上海港入华。下半年,‘上海造’美白祛斑新原料护肤产品也将获批上市。”拜尔斯道夫负责人表示,从“上海首发”到“上海制造”,背后是上海市政府持续优化的配套政策和服务。这是上海作为全球美妆创新策源地的魔力——以政策精度、服务效率、市场引力,让世界级科技与商业愿景在此照进现实。

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