节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
西方企业在华轻松盈利的时代已终结，本土竞争加剧压缩利润空间，企业转向务实策略，包括依据中国消费者口味调整产品、加速开发节奏、优化营销方式等。中国作为拥有14亿人口的全球第二大消费市场，即便部分企业销售暂时遇挫，仍被视为关键创新中心，企业希望从中汲取经验。
过去，中国经济增长推动中产及富裕阶层扩容，成为路威酩轩、星巴克、耐克、苹果、特斯拉等跨国公司的摇钱树。如今本土企业在多行业超越西方品牌，上海美国商会调查显示，63%受访者将本土竞争列为首要挑战，本土企业更易抢占市场先机。跨国公司常因决策总部在美，难以匹配中国市场的快速ŏ..
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