Industry Investment Rating - Hardware and infrastructure are currently in focus, with enterprise IT spending expected to shift accordingly [1] Core Perspectives - Hardware is reclaiming the spotlight as AI demands specialized computing resources, leading to advancements in chips and integration into end-user devices [51] - AI is transforming the IT function, with generative AI driving a shift from virtualization to AI-driven automation and innovation [51] - Core systems, particularly ERP platforms, are increasingly seen as critical assets, with the global ERP market projected to grow at 11% from 2023 through 2030 [18] Hardware and AI Integration - AI-embedded PCs are expected to future-proof technology infrastructure, reduce cloud computing costs, and enhance data privacy [120] - The market for chips used only for generative AI is projected to reach over $50 billion in 2024 [120] - AI hardware is poised to revolutionize the Internet of Things and robotics, with advancements in energy efficiency and sustainability [51] AI and IT Transformation - Generative AI is driving a shift in IT from a cost center to a competitive differentiator, with 60% of US-based technology leaders now reporting directly to their CEOs [13] - AI is expected to fundamentally change the role of IT, making it leaner but with a wider purview [13] - Enterprises are increasing investments in data-life-cycle management due to generative AI, with 75% of organizations surveyed reporting such increases [13] Spatial Computing - Spatial computing is breaking down information silos and creating more natural ways for workers and customers to interact with information [51] - The spatial computing market is projected to grow at a rate of 18.2% between 2022 and 2033, with applications in healthcare, manufacturing, logistics, and entertainment [63] - AI advancements are expected to lead to seamless spatial computing experiences and improved interoperability [51] AI Models and Applications - Enterprises are moving from large-scale AI projects to AI everywhere, with a focus on small language models, multimodal models, and agentic AI [87] - Small language models can be trained on smaller, highly curated data sets to solve specific problems, reducing time and effort [87] - Agentic AI is expected to transform how we work and live, with AI agents capable of executing discrete tasks autonomously [27] Robotics and Automation - Robotics and automation are becoming mainstream, with smart factories using computer vision, sensors, and data to build machines that can learn and improve [3] - Humanoid robots are expected to perform a broad variety of tasks, from cleaning sewers to performing surgeries, addressing labor shortages and freeing up human time for creative tasks [145] - The integration of AI into robotics could revolutionize manufacturing and other physical labor industries [135]

第四版网络调查的全球未来 THE PROMISE OFCYBER 通过网络安全恢复能力提高转型价值 2 价值 不断增长的 CYBER 网络安全的需求不断演变。新的威胁、技术和不断变化的商业 需求持续重新定义各行各业运营组织的优先事项和可能性。 获取对未来网络安全的更清晰视角是一项持续的任 务，使我们不仅能够领先于新兴风险，还能识别新 的业务价值机会。 在Deloitte全球未来网络安全调查的第4版中，我们 获得了更加清晰的视角。我们看到，网络安全与商 业价值之间的联系正在变得越来越紧密——网络安 全在推动技术驱动项目和实现商业成果方面的作用 日益重要。我们还看到了首席执行官团队领导角色 ，包括首席信息安全官（CISO）的角色正在随着企 业范围内网络安全考量的增强而发生变化。 我们很高兴与您分享调研的关键发现，并邀请您在此处 进行探索。在接下来的页面中，您将看到基于数据的见 解与德勤深厚的全球网络安全经验观察相结合的内容， 以及直接来自访谈受访者的反思。请查看，如果您对深 入了解感兴趣，欢迎随时与我们联系。 快乐阅读, Emily Mossburg 德勤全球网络领导者 3 里面是什么 1 从顶部看 转型网络战略 ...

Deloitte. 20 高科技高成长20 2024彩l Deloitte 2024 德勤深圳高科技高成长 20 强及明日之星 项目报告 逐新求质，超越增长 德勤研究 2024 年 11 月 主办单位: Deloitte. 深圳市商业联合会 Shenzhen General Chamber of Commerce 战略合作伙伴： | --- | --- | --- | --- | --- | |-------------------------------------|------------------------------|------------|-------------------------------|--------------------------| | | | | | | | WeBank 微众银行 | | 深圳湾科技 | 通 銀 行OF COMMUNICATIONS | 深圳分行 SHENZHEN BRANCH | | ID 中信建投证券CHINA SECURITIES | OFC oriental Fortune capital | | 國楓津師 G R A N D W A Y | ...

Investment Rating - The report does not explicitly provide an investment rating for the industry. Core Insights - The retail industry in China is undergoing significant transformation driven by generative artificial intelligence (AI), which is reshaping operational models and competitive landscapes. The technology is enhancing various aspects of retail, including marketing, supply chain management, and customer service [20][19][24]. - Generative AI is expected to create unprecedented opportunities and challenges for retail businesses, necessitating a careful evaluation of costs and alignment with long-term strategic goals [20][19]. - The report emphasizes the importance of a rational and cautious approach to investment in generative AI, highlighting the need for businesses to avoid over-investment while ensuring alignment with their strategic objectives [50][49]. Summary by Sections Introduction - The introduction outlines the rapid digital transformation in the retail sector, accelerated by generative AI, which is expected to bring about significant changes in operational efficiency and customer engagement [17][19]. Current State of Generative AI - Generative AI has evolved significantly, with applications across various industries, including retail. The technology is characterized by its ability to generate new content and insights from existing data, enhancing decision-making processes [64][65]. Applications of Generative AI in Retail - The report identifies numerous applications of generative AI in the retail sector, such as personalized marketing, intelligent customer service, supply chain optimization, and risk management. These applications are designed to improve efficiency and customer experience [108][109]. - Specific use cases include knowledge assistants, automated ordering systems, and predictive maintenance tools, which collectively enhance operational capabilities and customer interactions [108][109]. Recommendations for Enterprises - The report suggests that enterprises should focus on building a robust generative AI architecture that includes knowledge bases, model selection, and scenario development to maximize the technology's effectiveness [46][47]. - It also emphasizes the need for businesses to foster an innovative organizational culture that encourages learning and adaptation to the evolving landscape of generative AI [47][49]. Conclusion - The conclusion reiterates the transformative potential of generative AI in the retail industry, urging companies to stay informed about technological advancements and to strategically integrate these innovations into their operations [19][20].

Deloitte. 绿色、创新、数智、协同 中国包装行业趋势洞察 2024年10月 1 1 p Y 2 前言 3 中国包装行业作为支撑 国民经济发展的基础产业之 一，其重要性不言而喻。它 不仅贯穿于国计民生的各个 领域，从日常消费品到高端 工业产品，包装都是不可或 缺的一环，直接影响着产品 的安全、品质和市场竞争力。 中国包装行业已经历了 多个发展阶段，从最初的简 单包装到如今的智能化、绿 色化、个性化包装，每一次 变革都见证了行业的进步与 成熟。 | --- | |--------------------------| | | | | | 然而，面对当前复杂的 | | 经济形势以及科技日新月异 | | 的发展，中国包装行业正站 | | 在新的历史起点上，积极探 | | 寻未来的发展方向。行业在 | | 努力思考，如何在保持传统 | | 优势的同时，融入更多创新 | | 元素，以适应市场变化，满 | | 足客户日益增长的多样化需 | | 求。 | 基于"客户为中心"的 核心理念，我们深知，只有 深入了解下游客户的需求与 期望，才能找准行业发展的 脉搏。因此，德勤中国联合 中国包装CEO俱乐部[1]，深 入市场 ...

Industry Overview - The report provides a comprehensive review and outlook on the development of China's banking industry in the first half of 2024, focusing on macroeconomic and financial conditions, as well as the performance of listed banks [1][2] - The banking industry is undergoing significant transformation, with a focus on innovation and quality improvement to build a solid foundation for future growth [1] Macroeconomic and Financial Conditions - In the first half of 2024, China's GDP growth rate was 5.0%, with monetary policy adjustments influencing credit and deposit growth [10][14] - The M2 growth rate was 8.1% year-on-year, while the growth rate of total social financing was 6.1%, reflecting a stable monetary environment [15][16] Performance of Listed Banks - Listed banks achieved a total profit of 362.2 billion yuan in the first half of 2024, representing a year-on-year growth of 7.3% [19] - The net interest margin (NIM) of listed banks continued to decline, with the average NIM dropping to 1.64%, down by 21 basis points year-on-year [41] - The return on assets (ROA) and return on equity (ROE) of listed banks were 0.79% and 10.69%, respectively, showing slight improvements compared to the previous year [34][35] Key Business Observations - The loan-to-deposit ratio of listed banks reached 63.9%, indicating a stable funding structure [21] - The non-performing loan (NPL) ratio of listed banks stood at 1.54%, with a provision coverage ratio of 277%, reflecting strong risk management capabilities [22] - Digital transformation and green finance were key areas of focus, with banks increasing their investments in technology and sustainable finance initiatives [24][25] Hot Topics and Future Outlook - The report highlights the importance of digital banking and the integration of ESG (Environmental, Social, and Governance) principles into banking operations [24][25] - The banking industry is expected to continue its transformation, with a focus on improving asset quality, enhancing risk management, and exploring new growth opportunities in areas such as green finance and digital banking [24][25][27] Key Players in the Industry - The report provides detailed analysis of major banks, including Industrial and Commercial Bank of China (ICBC), China Construction Bank (CCB), and Bank of China (BOC), among others [8][9] - These banks demonstrated strong performance in terms of profitability, asset quality, and digital transformation, positioning them as leaders in the industry [31][32][33]

Deloitte. ϮϬϮϰ年前三季度 中国内地及香港/WK市场 回顾与前景展望 资本市场服务部，ϮϬϮϰ年ϵ月Ϯϱ日 因我不同 成就不凡 | --- | --- | --- | --- | |------------------------------------------|-------|-------|----------------------------------------------------------| | | | | | | | | | | | | | | | | | | | | | | | | | | ϮϬϮϰ 年前三季度 | | | | | 全球宏观经济与地缘政治概况 | | | | | | | | | | ΞϮϬϮϰ 。欲了解更多信息，请联系德勤中国。 | | | ϮϬϮϰ 年前三季度中国内地及香港 /WK 市场回顾与前景展望 Ϯ | 今年前三季度，环球资本市场受到俄乌冲突、以哈战争、中东局势紧张、美联储减息时间延后、欧美 对中国产品开征关税等负面因素所影响，但之后的欧洲央行两次减息、英格兰银行和美联储的首次降 息均有助改善市场投资情绪和气氛 | --- | --- | --- ...

Deloitte. 德勤 通晓尖峰新锐 助力互联攀升 电信行业洞察 2024年9月 02 通晓尖峰新锐 助力互联攀升 | 中国三大电信运营商运营数据和财务数据分析 前言 1 中国三大电信运营商运营数据和财务数据分析 2 迈向6G之路 8 AI时代运营商的战略思考 15 以高质量数据运营能力推动公共数据授权运营 23 AI大模型时代，电信运营商该如何布局？ 27 数据安全防线构筑与风险应对 34 生成式人工智能—税务领导者应做哪些考量？ 37 近期与财务报告及监管事务相关的更新 40 德勤中国联系人 44 办事处地址 45 通晓尖峰新锐 助力互联攀升 | 前言 1 前言 德勤电信行业洞察是德勤中国电信行业核心服务团队针对电 信行业的最新发展发布的一份期刊，本报告主要面向电信行 业高级管理层和业内资深人士，分析电信行业最新动态、讨 论业内最热门的话题以及探讨跟电信行业相关的最新政策 法规。 电信行业是一个发展速度快、变化多的行业，我们希望藉此 报告帮助读者及时了解行业的最新发展情况，挖掘当中的机 遇，并有效应对当中的挑战，为读者和您的企业提供独到的 见解。 程中 德勤中国 科技、传媒和电信行业主管合伙人 ! 01 ...

Deloitte. ϮϬϮϰ年前三季度 中国内地及香港/WK市场 回顾与前景展望 资本市场服务部，ϮϬϮϰ年ϵ月Ϯϱ日 因我不同 成就不凡 | --- | --- | --- | --- | |------------------------------------------|-------|-------|----------------------------------------------------------| | | | | | | | | | | | | | | | | | | | | | | | | | | ϮϬϮϰ 年前三季度 | | | | | 全球宏观经济与地缘政治概况 | | | | | | | | | | ΞϮϬϮϰ 。欲了解更多信息，请联系德勤中国。 | | | ϮϬϮϰ 年前三季度中国内地及香港 /WK 市场回顾与前景展望 Ϯ | 今年前三季度，环球资本市场受到俄乌冲突、以哈战争、中东局势紧张、美联储减息时间延后、欧美 对中国产品开征关税等负面因素所影响，但之后的欧洲央行两次减息、英格兰银行和美联储的首次降 息均有助改善市场投资情绪和气氛 | --- | --- | --- ...

Deloitte. 德勤 德勤2024年 《施政報告》建議 因我不同 成就不凡 the No 1845 2024年9月20日 | --- | --- | --- | --- | |-------------------------|--------------------------------------------------------------------------------------------------------------------------------------|----------------------------------|-------| | 德勤 2024 \n引言 \n附註 | 年《施政報告》建議 \n一、檢視公共財政 \n二、北都發展：推動「片區」先行先試 \n三、創新科技：普及人工智能 \n四、金融市場：加強引進資本 | 02 \n 03 \n 06 \n 08 \n 11 \n 15 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 德勤2024年《施政報告》 ...