AG正押注，波兰在国防和基础设施投资方面的激增将推动工业自动化和数字技术的需求增长，因为这家德国工程集团正定位自己，以捕捉该国支出热潮中的一块丰厚蛋糕。
AG is betting Poland’s surge in defense and infrastructure investment will boost demand for industrial automation and digital technology as the German engineering group positions itself to capture a lucrative slice of the country’s spending boom.
波兰已通过欧盟SAFE国防贷款计划获得高达437亿欧元（490亿美元）的资金，使其成为该计划的最大受益国。华沙正在部署这些资金，向其国内国防工业基础注入大量资本，以应对邻国俄罗斯构成的安全威胁。
Poland has secured as much as 43.7 billion euros ($49 billion) under the European Union’s SAFE defense-loan program, making it the bloc’s biggest beneficiary. Warsaw is deploying the funds to inject significant capital into its domestic defense industrial base as it responds to the security threat posed by neighboring Russia.
虽然生产火炮、弹药、装甲车和无人机的武器制造商是主要受益者，但这一规模庞大的军备扩张也正在刺激对用于扩建、自动化和数字化工厂的技术的需求。
While arms makers producing artillery, ammunition, armored vehicles and drones are the primary beneficiaries, the massive buildup is also spurring demand for the technology used to expand, automate and digitize factories.
西门子波兰负责人马切伊·泽林斯基在接受采访时表示，国防工业“有望成为波兰的新经济飞轮”。
The defense industry “could become Poland’s new economic flywheel,” Maciej Zielinski, head of Siemens Poland, said in an interview.
泽林斯基表示，SAFE计划的直接影响主要是制造能力的扩张，但先进的数字解决方案将在未来几年在国防生产中发挥越来越重要的作用。他表示，西门子目前已经看到来自波兰的需求增加，这些需求来自其产品既有民用又有军用应用的公司。
The immediate impact of SAFE is mainly the expansion of manufacturing capacity but advanced digital solutions will play a growing role in defense production in the coming years, according to Zielinski. Siemens is already seeing increased demand in Poland from companies whose products have both civilian and military applications, he said.
“一个很好的例子是移动雷达系统，它必须能够快速、安全地进行运输、部署和投入使用，并且具有高度自动化，”泽林斯基说。“此类解决方案需要最先进的控制系统。”西门子几十年来一直向汽车和航空航天行业供应自动化和控制技术，积累了可应用于国防制造的专业知识，他补充道。
“A good example is mobile radar systems, which must be transported, deployed and put into operation quickly, safely, and with a high degree of automation,” Zielinski said. “Solutions of this type require the most advanced control systems.”Siemens has supplied automation and control technology to the automotive and aerospace industries for decades, giving it expertise that can be applied to defense manufacturing, he said.
除了国防之外，西门子还认为数据中心是波兰另一个潜在的增长来源，因为人工智能领域的投资正在推动对计算基础设施的需求。该公司的业务范围涵盖工业自动化、铁路设备以及工厂软件，并且一直在扩展其人工智能和自动化产品。
Beyond defense, Siemens sees data centers as another potential source of growth in Poland as investment in artificial intelligence drives demand for computing infrastructure. The company’s businesses span industrial automation, rail equipment as well as factory software and it has been expanding its AI and automation offerings.
波兰在吸引数据中心投资方面仍落后于西班牙和葡萄牙等市场，主要原因在于其电力系统仍然严重依赖相对昂贵且碳密集度高的煤炭。尽管如此，泽林斯基预计将会有更多项目涌现，部分得益于欧盟资金的支持以及国内需求的增长。
Poland still trails markets such as Spain and Portugal in attracting data-center investment, largely because its power system remains heavily reliant on relatively costly and carbon-intensive coal. Still, Zielinski expects more projects to emerge, supported partly by EU funding and growing domestic demand.
“在这方面，波兰具有许多优势，”他说，并指出其3800万人口市场的规模、地理位置、气候以及熟练劳动力的储备。
“Poland has many advantages in this regard,” he said, citing the size of its 38-million people market, its location, climate and pool of skilled workers.
根据泽林斯基的说法，西门子可以在数据中心项目的设计阶段提供支持，包括创建“数字孪生”来模拟电力供应、自动化和冷却需求，直至供应和物理集成设备。
Siemens can support data center projects from the design stage, including by creating “‘digital twins” to simulate power supply, automation and cooling requirements, through to supplying and physically integrating equipment, according to Zielinski.
他表示，如果波兰能够有效抓住这一机遇，这波更广泛的投资浪潮也有助于该国在未来五年内保持约3%的稳健经济增长。
The broader investment wave could also help Poland sustain robust economic growth of around 3% over the next five years if the country capitalizes on the opportunity effectively, he said.
“作为一个工业基础雄厚的国家，波兰是西门子非常重要的市场。”
“Poland, as a country with a strong industrial base, is a very important market for Siemens.”