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快穿射精失禁H|穿越时空的冒险与禁忌爱情交织的故事尽在此篇!
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快穿射精失禁H|穿越时空的冒险与禁忌爱情交织的故事尽在此篇!

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【导读】深市高端制造企业以系统性布局强化中越产业链协同,积极应对关税政策挑战

近年来,中越经贸联系愈发紧密,双边贸易额屡创新高。商务部数据显示,中国连续多年为越南第一大贸易伙伴,双边贸易额连续两年超过2000亿美元。中越之间的经贸往来和投资,呈现出越来越红火的趋势。

在中国“一带一路”倡议与越南“两廊一圈”战略深度对接的大背景下,深市高端制造企业积极响应,系统性布局越南,大力强化中越产业链协同。

面对美国关税政策带来的挑战,这些企业凭借丰富的经验和灵活的策略,积极应对,展现出强大的抗风险能力。它们在越南的蓬勃发展,不仅助力了当地经济增长和产业升级,也为自身国际化发展开辟了新路径,推动中越经贸合作迈向新高度。

在越业务蓬勃开展

在中越经济合作不断深化的大背景下,深市高端制造企业纷纷在越南布局发展。凭借各自的产业优势,深度融入越南市场,不仅促进了当地经济增长和产业升级,也为自身国际化发展开辟了新路径。

欣旺达在越南北江省布局手机及笔记本电脑电池制造,深度嵌入越南电子产业链。2023年4月,其全资子公司香港欣威电子有限公司在越南设立欣旺达越南有限公司,注册资本为400万美元,预计总投资额不超过20亿元。借助越南的电子产业链生态,欣旺达得以提升海外产品供应和全球销售能力,有效应对宏观经济波动,其生产的锂电池广泛应用于各类电气电子设备,不仅完善了公司海外战略布局,还增强了整体竞争力。

徐工机械与越南的合作由来已久,设备销售到越南已有20多年。2023年10月成立的徐工越南子公司,营业范围广泛。2023年实现1.9亿元人民币收入,2024年增长40%,达到2.7亿元。徐工通过发展细分渠道,全面销售设备,并储备保养件和易损件,保障设备出勤率。公司多次中标越南大型项目,如Vin集团项目;还参与了河内轻轨、隆城国际机场的建设,为越南基础设施建设贡献巨大。

中联重科越南公司成立于2010年,在集团“端对端、数字化、本土化”的指引下不断发展。公司拥有150多名本地员工,在多个城市设立了网点,实现9大产品线全面销售。越南建筑市场需求旺盛,中联重科积极参与南北高铁、南北高速、龙城机场等大型项目,凭借优质产品和服务,在越南市场树立了良好口碑。

先导智能主要为下游新能源和消费电子企业在越南的产能建设提供设备及服务。随着众多国内企业在越南进行产能建设,先导智能抓住机遇,相关项目已中标及交付。其设备和服务推动了越南新能源和消费电子产业的发展,助力企业提升生产效率和产品质量。

全球化布局脚步坚定

在全球经济深度交融的当下,全球化浪潮势不可挡。对于企业而言,能否在全球市场谋得一席之地,成为衡量其竞争力的关键指标。多家深市企业以敏锐的市场洞察力和果敢的行动力,坚定踏上全球化征程,在各自领域开疆拓土。

先导智能从事高端非标智能装备的研发设计、生产和销售,是全球领先的新能源装备提供商。公司与众多优质头部电池厂商深度合作,业务除锂电池和光伏智能装备外,还拓展至3C智能装备、智能物流系统等多个领域,且均处于行业领先水平。全球化是其核心战略,公司在多国设立分、子公司,建立海外技术能力中心,与海外客户保持良好合作。先导智能研发的高速锂电池生产设备,生产效率相比传统设备提升了50%,极大地提高了电池厂商的生产效益。

欣旺达创立于1997年,2011年在深交所上市,2022年登陆瑞士证券交易所,是全球锂离子电池领域的领军企业。公司以“创新驱动新能源世界进步”为使命,构建了3C消费类电池、动力电池、储能系统、智能硬件、创新与生态五大业务。在技术层面,欣旺达积累深厚,工艺技术处于行业领先,在手机数码、笔记本电脑和汽车及动力类锂电池研发上领先国内同行。它不仅是3C消费类电池领域的隐形冠军,还跻身全球动力电池装机量前十,储能系统累计装机量居全国前列。众多荣誉加身,如深圳市市长质量奖、国家技术创新示范企业等,充分彰显其行业地位。值得一提的是,欣旺达持续加大研发投入,研发人员占比不断提高,新推出的高能量密度动力电池在续航里程上有显著提升,为新能源汽车行业发展注入新动力。

徐工机械主要从事各类工程机械及备件的研发、制造、销售和服务。其产品众多,16类主机位居国内行业第一,起重机械等更是在全球名列前茅。作为链主企业,徐工机械扛起“头马”担当,狠抓科技创新和“国际化、后市场、新能源”三大增量,通过“五化”转型升级增强内生动力。

在科技创新的推动下,公司不断拓展新产业,构建“5+1”现代化产业体系,同时推进全球化运营,打造敏捷高效的全球化运营能力。徐工机械研发的智能化起重机,可实现远程操控和精准作业,大幅提升施工效率和安全性,在国内外大型工程建设中广泛应用,进一步巩固了其行业地位。

中联重科源于国家级研究院,拥有60余年技术积淀,是中国工程机械技术发源地,也是国际、国家、行业标准的制定者。公司产品涵盖工程机械、农业机械、矿山机械,在传统优势产业如工程起重机械、建筑起重机械、混凝土机械的市占率稳定。

公司凭借强大创新实力不断孵化新兴板块,土方机械、高空作业机械、农业机械、矿山机械等发展迅猛。在全球化方面,中联重科推进全球化战略,境外收入占比超51%,销售网络覆盖全球。此外,公司积极建设智能工厂,落实“双碳”战略,引领行业绿色发展。中联重科研发的全球最大300吨混动矿卡,节能效果显著,有效降低矿山运营成本,推动了矿山机械行业的绿色化发展。

积极应对关税压力

在全球贸易浪潮中,美国关税政策的波澜冲击着各国经济。在此形势下,深市高端制造企业积极应对挑战,展现出强大的韧性,对中国经济和产业的未来满怀信心。

徐工机械面对关税战的升级,迅速制定了一套全方位、多层次的应对策略。短期策略聚焦稳住基本盘,通过加快库存去化、稳定客户关系、评估物流与贸易路径替代方案以及协同税务和价格策略等措施,保障现金流回笼和订单量。中期则侧重于结构调整与市场平衡,如加大对新兴市场的投入、优化出口产品结构、根据美方法规调整研发方向。长期目标是推动本地化生产运营,通过在其他区域设厂、技术授权等方式规避贸易壁垒。徐工机械用实际行动彰显了对中国经济的坚定信心,其回购股份的举措,更是为资本市场注入了一针“强心剂”。

中联重科受美国关税政策影响较小,美国市场收入和从美国进口零部件的金额在公司整体业务中占比极低,其优势在于全球市场均衡布局和卓越的全球业务抗风险能力。在出口方面,其业务覆盖全球170多个国家和地区,海外服务网点和本土化员工众多,供应链全球布局完善;进口方面,零部件国产替代加速且部分外资品牌已本土化。中联重科坚信中国经济和产业的发展前景,将高质量发展作为首要任务,积极拥抱新质生产力。

欣旺达作为一家在电池领域深耕的企业,其销售模式独具特色。其主要通过国内保税仓中转产品至下游客户,直接出口海外客户的情况极少,这使得美国加征关税对其直接影响微乎其微。此外,欣旺达全球化的客户布局和多元的产品应用领域,降低了对单一市场的依赖,进一步增强了抗风险能力。在欣旺达看来,中国经济和产业的未来充满无限可能,这种信心源于其对自身实力的笃定以及对国内市场潜力的深刻认知。

先导智能则从技术研发、生产流程和市场策略等多个维度应对关税冲击。通过加大技术研发投入、优化生产流程、实施多元化策略,提升产品竞争力,降低成本,减少对美国市场的依赖。在产业链布局上,加强供应链本土化和国产化,深化产业协同合作。先导智能敏锐地捕捉到中国自动化设备领域技术创新的趋势和国内制造业产业链的优势,这些都为其未来发展提供了有力支撑。

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