摘要：朱蒂表示，中国是奥的斯重要的市场，而中国政府提出的“韧性城市建设”目标，与电梯现代化更新的需求高度契合，不仅关乎安全，也能提升建筑能效，更助力碳达峰、碳中和目标的实现。
“CDF之声”栏目旨在汇聚关注、支持和参与论坛的重要商业领袖，向国内公众和国际社会传递论坛与会代表的心声。
今日的CDF之声来自奥的斯全球公司董事长、首席执行官兼总裁朱蒂(Judy Marks)。
朱蒂表示，中国是奥的斯重要的市场，而中国政府提出的“韧性城市建设”目标，与电梯现代化更新的需求高度契合，不仅关乎安全，也能提升建筑能效，更助力碳达峰、碳中和目标的实现。
奥的斯1984年落户天津，在中国开展业务已40多年，深度参与了中国城镇化和基础设施建设。朱蒂表示，未来奥的斯将继续加大在华投资，支持电梯现代化、智能制造和数字化发展。奥的斯坚守“立足中国、服务中国、服务全球”的目标，期待与中国携手共创未来。
以下是发言全文：
你好！我是奥的斯全球公司董事长、首席执行官兼总裁朱蒂。奥的斯是全球知名的电梯和自动扶梯制造商、安装和服务提供商。奥的斯传承发展170余年，我们的创始人伊莱沙・奥的斯发明了电梯安全制动装置，推动了城市进程，改变了人们的生活方式，刷新了都市天际线并促进了世界联系无间。
奥的斯1984年落户天津，在中国开展业务已40多年。在此之前，我们已参与和见证中国的城镇化和基础设施建设。多年来，我们为客户和乘客提供安全先进的数字化电梯和自动扶梯以及高品质服务，满足全国客户及乘客需求。中国是奥的斯重要的市场，我们致力于与中国市场共同发展前行。目前，中国是世界规模最大的电梯生产国，产量占全球60%以上。中国的新梯安装和维保台量也居全球首位，这为电梯服务业务带来广阔机遇。许多在十多年前建筑行业爆发式增长时期安装的电梯和自动扶梯已到升级和更新周期，我们积极响应这些需求的动态发展。
市场的变化推动着对专业知识和升级的需求，电梯现代化更新和服务市场增长正在加速。我非常认同习近平主席全面推进“韧性城市建设”的号召，电梯现代化更新也是其中一环。中国目前在用电梯已突破900万台，成为全球电梯保有量最大的单一市场，许多本世纪初安装的电梯已老化，亟需技术升级、更新内饰或全面焕新。自2008年以来，中国城镇化进程不断提速，在用电梯数量每年新增约150万台，这意味着2024年中国达到15年及以上使用年限、需要更换的电梯数量接近100万台，这一数字预计到20年代末仍将持续快速增长。
因此，支持中国政府推进大规模设备更新意义重大。电梯和自动扶梯的现代化更新将成为国家政策的重要部分，尤其是老旧住宅电梯和自动扶梯的更新改造，有助于降低和预防安全风险。这些设备更新和现代化改造将提升建筑的能效，帮助中国实现在2030年前碳达峰、2060年前碳中和的目标。
在推进电梯现代化更新的过程中，奥的斯注重使用数字化节能技术，通过智能、互联、可靠的系统升级设备。奥的斯Otis ONE®物联网数字服务平台利用人工智能分析电梯运行数据，实现预测性维保。这项技术帮助我们满足业主和乘客的需求，同时符合政府的新规要求。我们为减少碳排放作出贡献，以创新高效的解决方案支持电梯现代化更新与建筑换焕新。这些方案契合中国的绿色、低碳、数字化变革规划，为健康、高密度城市生活贡献力量。
我衷心感谢主办方邀请我参加此次中国发展高层论坛，这是我第三次参加会议。每年与会都有新机遇，也让我有机会与政府部门、参会代表、客户和合作伙伴交流，分享我们的工作并探讨奥的斯如何进一步支持中国的城市发展规划。去年，中国政府提出“开拓5万亿元设备更新市场 ”的宏伟目标，我们备受鼓舞，希望在今年的论坛上了解更多类似的新政策。
奥的斯一如既往重视在华投资，包括现代化更新、基础设施建设、智能制造、数字化等领域，还有我们的团队和业务。通过参加中国发展高层论坛进一步提升我们在中国市场发展的信心，也加强我们与中国市场的联系。我们坚守“立足中国、服务中国、服务全球” 的目标。祝贺2025年中国发展高层论坛圆满举行，期待我们携手共创更多辉煌。
Ni hao! I am Judy Marks, Chair, Chief Executive Officer and President of Otis Worldwide Corporation. Otis is the world's leading company for elevator and escalator manufacturing, installation and service. We are proud of our more than 170-year legacy, which began when our founder Elisha Otis invented the elevator safety brake that gave rise to the modern city – changing how we live, how cities are built and how the world moves.
Otis formally established our business in China in Tianjin more than 40 years ago, in 1984. And even before that time, we had been a witness and contributor to China's urbanization and infrastructure development. Over the years, we have consistently provided safe and digitally advanced elevators and escalators and high-quality services to customers and passengers around the country. Today, China continues to be an important market for Otis, and we maintain our commitment to growing and evolving in step with the country. Currently, China is the leading elevator producer worldwide, accounting for more than 60% of global production. It stands as the largest single market for our industry's new elevator installations and for its service installed base, which presents an attractive opportunity for sustain servicing of that equipment. And with many elevators and escalators, installed during the construction boom more than a decade ago, needing upgrades and refurbishment, we are actively responding to this demand dynamic, that is driving the need for expertise, and upgrade packages across the fast growing markets for equipment modernization or refurbishment in addition to service.
I agree with President Xi on the necessity to accelerate the "Building of Resilient Cities" in China, of which, elevator modernization is a part. Recently, the number of in-service elevators in China surpassed 9 million units – the largest single country installed base in the world. Many of these elevators installed in the early 2000s are now aged and they are ready for required technology upgrades, new aesthetics or full refurbishment. And as urbanization rates in China have continuously accelerated since 2008, the number of in-service elevators has increasingly grown by approximately 1.5 million units year over year. This means that in 2024, the number of elevators in China that reached their aging replacement period, which is 15+ years or older, was nearly 1 million – with expectations for more growth through the end of this decade.
Therefore, it's important to support the Chinese government efforts focused on large-scale equipment renewal actions, and we believe elevator and escalator modernization is a critical part of that national strategy. Notably, the renovation of aging residential elevators and escalators will help mitigate and prevent safety risks and ensure greater efficiency and operational quality for customers and passengers. These equipment renewals and modernizations will make buildings more energy efficient as we work to meet ambitious emission targets, like China's goal of carbon peak by 2030 and carbon neutrality by 2060.
So, as part of our modernization efforts, at Otis, we are focusing on leveraging digitalization; energy-efficient technologies; and updating equipment with intelligent, connected and reliable systems. Our Otis ONE® IoT digital Service platform leverages AI to analyze elevator performance data to enable predictive maintenance. Technologies like this help us to meet the current needs and future expectations of building owners and tenants, and to comply with new government standards. We are also doing our part to reduce carbon emissions with innovative and highly efficient solutions achieved through equipment modernization and building renovation that align with China's green, low-carbon and digital-transformation programs and further contribute to healthy, high-density urban living.
In closing, I want to thank you for the invitation to participate in my now 3rd China Development Forum. Each year in attendance offers new opportunities and allows me to meet with officials, delegates, customers and partners to share updates about our work and discuss how Otis can further support China's urban development plans. Last year, it was inspiring for me to hear Premier Li’s ambitious goal to open a 5 trillion RMB market for equipment renovations. I hope to learn about similar new policies at this year’s forum. We remain committed to investing here – in modernization, infrastructure, manufacturing, digitalization – and across our teams and business. CDF serves as a platform to strengthen our confidence and our connections within the Chinese market. This includes our adherence to the "in China for China and the World" strategy. Congratulations on an exciting CDF 2025. We look forward to our ongoing joint success.
整理 - 泊文、烨希
剪辑 - 天一
中国发展高层论坛由国务院发展研究中心主办，中国发展研究基金会承办。自2000年首次举办以来，论坛坚持“与世界对话，谋共同发展”的宗旨，形成了专业化、高层次的鲜明特色，已成为中国政府高层、全球商界领袖、国际组织和中外学者之间重要的交流对话平台。
关于国务院发展研究中心
国务院发展研究中心是从事综合性政策研究和决策咨询的国务院直属事业单位，其主要职责是贯彻落实党中央关于政策咨询研究工作的方针政策和决策部署，组织开展经济社会发展和改革开放中的全局性、综合性、前瞻性、战略性问题及热点、难点问题研究，开展政策评估、政策解读、国际交流合作等，为党中央、国务院提供政策建议和咨询意见。
关于中国发展研究基金会
中国发展研究基金会是国务院发展研究中心主管的全国性公募基金会，宗旨为“支持政策研究、促进科学决策、服务中国发展”，1997年在民政部注册成立。基金会承办中国发展高层论坛，开展多方面国际交流合作，承担经济社会发展等领域重要研究课题，组织儿童发展、绿色发展等社会试验项目，已成为集国际交流、政策研究和社会试验于一体的智库型基金会。
来源：中国发展高层论坛
