The Future Begins Now EP4丨外国人看两会-2023政府工作报告解读4

【政府工作报告】【金句】

加快建设全国统一大市场，建设高标准市场体系，营造市场化法治化国际化营商环境。

——2023政府工作报告

We should speed up the construction of a unified domestic market and build a high-standard market system. We should also work to create a world-class business environment that is market-oriented, based on the rule of law and internationally recognized.

【金句】

【圣戈班】We see that the environment in China is more and more favorable for us.

【卡赫中国】That's why we are very much committed and we want to grow our R&D Center from roughly 120 people to over 300 people.

【日本人】今后将加速对中国的产品投入，尽早为中国患者提供住友制药更多革新性的成果。

韦博立，圣戈班亚太区总裁

Ludovic Weber, CEO /// Saint-Gobain, Asia-Pacific Region

How do you evaluate the business environment in China, as the government has been highlighting the negative list for foreign investment in the new government work report?

政府工作报告强调了外资准入负面清单，你如何评价目前中国的营商环境？

We see that the environment in China is more and more favorable for us. We see more and more openings, less and less restriction on the field for our business Saint-Gobain construction industry.

我们看到中国的营商环境对我们越来越有利。越来越多方面都放开了，对我们圣戈班建筑业务的限制也越来越少。

For instance，Saint-Gobain，our main field is construction materials. In this field，we have been free to operate with a wholly owned foreign enterprise for quite long. We had no restrictions for several years.

比如，我们圣戈班主要做的是建筑材料。在这一领域，我们长久以来都可以与外资企业自由合作，并没有受到太大的限制。

And in the automotive industry until 2020，if I remember well，it was not possible for our customers, OEM or car makers to make fully owned enterprise，but this restriction was lifted two years ago.

在汽车行业，2020年以前，如果我没记错的话，我们的客户，原厂设备制造商或是汽车制造商都是不能开办独资企业的。但这个限制在两年前被取消了。

What kind of business do you currently have in China？ What kind of areas do you think will be very free to develop in China?

您目前在中国有哪些业务？您认为那些领域的发展将获得更大的自由化、便利化？

We have many sites, close to 50 sites around China in different areas. One of the big trend that we feel is a difference between the richest parts of China like the Yangtze River Delta, like Guangdong or the south area or around Beijing, where the government wants to promote high-end industry, they want to promote IT, they want to promote services, a bit less traditional industry. On the contrary, when we move west, when we go northeast, then more traditional industry are still more welcome.

我们有许多工厂，在中国各地就有近50个。我们当前感受到的一个大趋势是，在中国经济较发达的地区，比如长三角、广东、南方地区和北京周边，政府更想促进高端产业、IT业和服务业的发展，传统产业相对来说不多。相反，当我们来到西部和东北地区的时候，我们发现在这里传统产业更受欢迎。

For instance，recently we had the a new plant opening. They are more in the north, like in Henan province, Yuzhou city or in Shanxi, Datong, we set a new plant there.

比方说，我们最近开设的新工厂更多是在北方，比如河南禹州和山西大同。

The government is also pushing midwest like Sichuan, and Yunnan Province. It's also market which are increasing because the middle class population is increasing a lot on those regions. For instance，in 2021，we opened two new joint ventures in the Chengdu or in Chongqing. So we are following this policy and adapting ourselves to this direction and it matches very well what we want to do because the market are developing a lot in those cities.

政府同时也在推动中西部地区如四川省和云南省的发展。这些地区的中等收入群体正在不断壮大，所以市场也在不断扩张。比如在2021年，我们在成都和重庆开设了两家新的合资企业。因此，我们正遵循并适应这一政策，因为这些城市的市场日益壮大，与我们想要做的事情也非常相符。

柯瑞霖

卡赫中国副总经理、首席财务官

Rainer Kern

Vice General Manager& CFO// Kaercher China

企业在中国已设立独资子公司、制造工厂、研发中心及地区总部，下一步将如何完善品牌在中国的发展运营，助推本土化战略进一步落地实施？

Over the past 20 years, Kaercher have established a sales subsidiary, a plant, an R&D center, and a regional headquarters here in China. Are you employing any other strategies to help the company stay in touch with the Chinese market?

To be local is for us very important. And that's why, as you mentioned, we have just established our new R&D Center in Suzhou. That's why we are very much committed and we want to grow our R&D Center from roughly 120 people to over 300 people。

本土化对我们来说非常重要。这就是为什么，我们刚刚在苏州建立了新的研发中心。这也是我们致力于此的原因。我们希望将我们的研发中心的人员规模从120人左右发展到300人以上。

We are planning to be closer to the market to understand how the local market developed and also to create tailor-made products for this market to get to the special needs of our Chinese consumers. We see that the consumers are very much into AI, into applications connected devices. and this is what we are driving faster to the market, then we would not be able to without having local resources.

我们想要更加贴近市场，从而了解当地市场是如何发展的，同时也能够创造量身定做的产品以满足中国消费者的个性化需求。我们发现消费者很喜欢人工智能和应用连接的设备，这也是我们想要尽快向市场推出的。如果没有本土资源支撑，我们完全无法做到这一点。

We are also still looking into possibilities to expand our manufacturing, to deliver high-tech and innovation directly made in China for the local market. And then later on for export.

我们还在寻找扩大制造规模的可能性，使用直接来源于中国的高科技和创新技术，用于面向中国国内市场的产品制造，并用于出口。

政府工作报告中提到中国将着力提升高端化、智能化、绿色化水平，您认为中国在加快智能制造前沿技术研发和应用推广上有何优势？

China is working to improve its industrial structure by developing more high-end, intelligent and sustainable projects. What are some of the advantages in accelerating the development and application of cutting-edge technologies for smart manufacturing?

China is paying high attention to smart manufacturing.

中国高度重视智能制造产品。

Kaercher is also looking how to fit into this overall topic of AI and smart manufacturing. The advantage is that China has a lot of resources currently dedicated to this topic with the complete supply chains being built up to support smart manufacturing.

卡赫也在探寻如何切入人工智能和智能制造领域。中国目前在这一领域投入了大量资源，并且正在建立完整的供应链以支持智能制造，这是一大优势。

But all the new technologies emerge extremely fast in China, for example, battery, battery technology. China is at the forefront of these new key tech technologies. So overall from these policies, we expect that they will strengthen the overall market supply chain and innovation platform to continue fostering those new technologies.

像电池这类新技术在中国正迅猛发展。在这些新的关键技术方面中国都处于领先地位。因此整体来看，我们相信这些政策将助推整个市场的供应链和创新平台的发展，并大大推动新技术的培育。

纐缬义隆 / 住友制药集团中国董事长兼总裁

Koketsu Yoshitaka / Chairman and CEO of Sumitomo Pharma (China) Co., Ltd

How is the Chinese market different from other markets around the world? And how does Sumitomo Pharma benefit from being here?

中国市场目前与其他国家相比有何不同？住友制药集团又如何从中受益？

中国医药市场已经拥有世界第二的规模，今后也将继续成长壮大。所以，对于住友制药集团而言，中国是最重要的战略市场之一。以往，住友制药对于中国产品的投入，与全球产品上市的时间相比，都会有一定的时间差距。然而，住友制药全面调整了在中国的研发方针，今后将加速对中国的产品投入，尽早为中国患者提供住友制药更多革新性的成果，努力实现产品在中国的价值最大化。

China has been stressing the Healthy China 2030 Plan. What are your thoughts on this plan? And what sort of opportunities do you see on the horizon?

中国正在推行“健康中国2030”规划，您是如何理解的？对此住友制药集团将会寻找何种机遇？

今后的5年，我们有多个药品的上市计划。比如，治疗社区获得性肺炎的抗生素lefamulin，治疗精神分裂症的ulotaront，治疗膀胱过度活动症OAB的vibegron等等。随着健康中国2030的推进，国民对健康的意识不断提高，对生活品质（QOL）的追求逐步增强。对于膀胱过度活动症的治疗需求也不断上升。为了能够满足患者这样的需求，开发更为安全、有效的膀胱过度活动症药物，正是抓住了健康中国2030带来的新机遇。