2 消费零售行业生态体系升级之路—卓越零售转型探索 消费零售行业 生态体系升级之路 卓越零售转型探索 报告 前言 消费行业正在经历零售革新阵痛，道阻且长。罗兰贝格认为各细分行业内的企 业均需采取行动并坚持，做"艰难但正确"的事才能在不断内卷及变化的中国市 场中始终位于前列。在前序系列白皮书中，罗兰贝格指出"艰难但正确"的事情 包含卓越DTC模式的探索转型。DTC模式的本质是以用户价值驱动，不同细分 行业的DTC模式探索则各有不同，为中国零售转型发展添上不同的色彩。如何 在时代的变迁中坚持企业初心，走好自己的道路，实践卓越零售，成为当前零售 消费品牌的一大课题。 目录 | 页数 章节 | | | --- | --- | | 4 | 1. 从快消至耐消，卓越零售转型之路势在必行 | | 7 | 2. 各行业的企业对DTC的探索产生了不同因地制宜的演绎，但亦有共性的成功因素 | | 11 | 3. 各行各业DTC转型之道案例的研究 | | 13 | 4. DTC转型探索启示及未来展望 | 3 消费零售行业生态体系升级之路—卓越零售转型探索 从快消至耐消，卓越零售转型之路势在必行 打通渠道是基础，数字化是能力，而在当 ...

Investment Rating - The report does not explicitly provide an investment rating for the OTC pharmaceutical industry Core Insights - The OTC pharmaceutical market is highly competitive, and strong commercial relationships with customers are critical for success [1] - Effective trade terms management is essential for optimizing profitability while providing competitive incentives [5] - A holistic approach to trade terms optimization is necessary to navigate complexities in the OTC market [9] Summary by Sections Commercial Policies and Financial Impact - Commercial policies significantly impact commercial margins, with discounts, rebates, and operational expenditures affecting triple net performance [2][4] - Companies can achieve up to a 20% increase in triple net profitability through optimized trade terms management [16] Challenges in Trade Terms Management - Diverse customer needs, regulatory constraints, competitive dynamics, and the necessity for robust data analytics complicate trade terms management [6][7][8] - A tailored approach is required to meet the distinct expectations of pharmacy chains, independent pharmacies, and wholesalers [6] Benefits of Efficient Trade Management - Transitioning from on-invoice to off-invoice discounts enhances transparency and aligns incentives with sales outcomes [11] - Focusing on sell-out performance improves inventory turnover and reduces overstocking risks [12] - Increased investment in trade marketing boosts customer engagement and drives end-user demand [13] - Customized trade terms strengthen customer relationships and build long-term loyalty [14] Methodology for Trade Terms Optimization - The report outlines a comprehensive methodology for optimizing trade terms, including performance diagnosis, industry benchmarking, and tailored optimization roadmaps [15][19][20] - Financial impact modeling provides clients with insights into potential ROI from gross-to-net improvements [21] Case Study Insights - A case study revealed that a global pharmaceutical client faced inefficiencies in trade terms, leading to a decline in sell-out despite significant gross-to-net investments [24][26] - Implementing seven levers for gross-to-net optimization resulted in freeing up approximately 20% of gross-to-net investments, enhancing sell-out and driving sustainable sales growth [32] Conclusion - OTC pharmaceutical companies must prioritize trade terms management optimization to enhance gross-to-net performance while maintaining competitive commercial policies [33]

人形机器人日益增多。 从科幻到现实：如何参与这场潜在的革命 封面 人工智能生成 2024年4月 人形机器人兴起 管理摘要 类人机器人——在外观和能力上与人类相似的机器人——长期以来都吸引着我们的想 象力。然而，人工智能和硬件技术的最新进展似乎将科幻小说中的飞跃变成了触手可 及的现实，为各个行业乃至整个社会带来了新的可能性和挑战。 除了其"类人"的外观和感觉，与成熟的工业机器人相比，关键的区别在于它们能够执行 类似于人类的工作任务，并且像人类一样，能够在工作中接受培训。在这篇论文中，罗 兰·贝格探讨了类人机器人市场的关键驱动因素，讨论了未来几年可能出现的两种不同情 景，并阐述了未来面临的挑战。在分析竞争格局的发展之后，它最后概述了不同策略， 供那些热衷于参与这个激动人心的市场的参与者参考。 3 人形机器人崛起 驱动因素#1：市场拉动效应 人口趋势和合格劳动力的短缺为大举使用机器人劳动力敞开了大门。 humanoid机器人玩家可以解决的主要挑战之一是迫在眉睫的劳 动力短缺，这导致许多地区的劳动力人数减少。根据联合国的预 测，15至64岁的年龄段预计将从2020年的全球人口的65%下降 到2050年的58%。一些国 ...

蓄势而行： 2040年全球汽车行业前景展望 为"马拉松"式变革做好长期准备 研究 执行摘要 蓄势而行：2040年全球汽车行业前景展望 为"马拉松"式变革做好长期准备 汽车行业正在经历一段漫长的变革期，且这场"风暴"不太可能在短期内平息。在未来十五年里，新 技术和地缘政治将持续从根本上改变市场，扰乱供应链。行业重心也将发生转移。到2040年，汽 车行业会由亚洲国家主导吗？亦或是西方企业王者归来？ 面对充满不确定性的未来，汽车行业从业者必须精准洞察影响行业未来十五年的核心趋势。虽然 许多人曾经认为全球变革将朝着共享出行解决方案的方向发展，但我们的研究表明，这个变化可 能只局限于大城市地区，而这些地区仅贡献了不到10%的全球私家车总行驶里程。那么，汽车行业 的未来将通向何方？ 我们从众多市场趋势中抽丝剥茧，梳理出决定汽车行业变革的四大关键趋势。这四个趋势的英文 首字母组合可以缩写为"PACE"：汽车市场将在全球呈现多极化（Polarized）的局面，而非以往 的全球化。自动化（Automated）将持续重塑行业及其供应链，其中最核心的驱动要素则是高级 别自动驾驶和人工智能（AI）的大规模应用。尤其是人工智能将被广泛 ...

Investment Rating - The report does not explicitly provide an investment rating for the battery industry, but it highlights significant challenges and opportunities within the sector, indicating a cautious approach to investment in the current climate [5][11]. Core Insights - The battery industry is experiencing turbulence due to volatile demand and challenges in production ramp-up, particularly in Europe and North America [11][12]. - Cost reduction is a dominant theme in the battery market, driven by structural overcapacity in China and profitability challenges for automotive OEMs [17][18]. - Sustainability remains a focus, with European CO2 reduction targets achievable through various optimization strategies [18][28]. Summary by Sections Overarching Market View - The battery market is characterized by a need for cost competitiveness amid volatile demand and overcapacity, particularly from Chinese manufacturers [17][58]. - The report forecasts a significant increase in LFP-based technologies, projecting a market share of up to 43% by 2030 due to their cost advantages [43][44]. - The competitive landscape is evolving, with Western OEMs needing to adapt to remain viable against cheaper imports from China [58][81]. Battery Materials - The slowdown in EV sales is impacting the battery materials supply chain, leading to falling raw material prices and potential supply constraints [100]. - Innovations such as LMFP and silicon-rich anodes are being explored to enhance battery performance and sustainability [100]. Battery Production - The report emphasizes the challenges of production ramp-up and the need for sustainability in manufacturing processes [14][19]. - It highlights the importance of integrating new cell chemistries into production roadmaps to remain competitive [22][53]. Product Performance - The report assesses the drivers of EV adoption and the challenges that remain, particularly in terms of battery performance and cost [14][19]. - It discusses the implications of shifting to LFP and LMFP technologies, which may require adaptations in production and supply chains [50][55]. Circular Battery Economy - The chapter on the circular economy addresses battery recycling and reuse, emphasizing the influence of EU regulations on sustainable practices [15][28]. - It identifies challenges in implementing effective recycling strategies, particularly for new battery chemistries [15][28].

BATTERY MONITOR 2024/2025 THE VALUE CHAIN BETWEEN ECONOMY AND ECOLOGY A 1 | 1. PREFACE | 3 | | --- | --- | | 2. FOREWORD & INTRODUCTION | 4 | | 3. OVERARCHING MARKET VIEW | 5 | | 4. BATTERY MATERIALS | 17 | | 5. BATTERY PRODUCTION | 27 | | 6. PRODUCT PERFORMANCE | 35 | | 7. BATTERY USAGE | 45 | | 8. CIRCULAR BATTERY ECONOMY | 55 | | 9. KEY TAKEAWAYS, CLOSING WORDS | | | & OUTLOOK | 65 | | 10. LIST OF REFERENCES | 67 | 2 Dear readers, No world market is as dynamic as the battery industry currently: On the on ...

执行摘要 AI 可提升制药企业的营收和利润 AI 能够在制药价值链中释放巨大价值。应用得当时，它可以同时提高效率和收益，并在更短时间内为患者提供更好的药物。 在研发环节，AI 能够生成更好、更有效的候选药物，加速从药物发现到临床前候选阶段的进程。 在运营和生产环节，AI通过释放全价值链改进潜力、实现除自动化以外的效率提升。AI 的最新发展赋能新用例显著改善各种生产关 键绩效指标。 AI 在制药领域的应用 AI 为何能改变制药行业的游戏规则 封面 Just_Super/iStock 十月 2024 2 AI 在制药领域的应用 商业化领域也受益于 AI。使用 AI 工具直接协助与医务人员互动的应用日益增多，更快速为团队提供重要的医疗信息。AI 还可以通 过使用市场表现数据为销售、营销和市场准入环节提供独到洞察。 将AI整合进公司流程为制药公司提供了改善营收和利润的巨大潜力，机会正当时。然而，企业必须考虑大量因素，才能使 AI 实施真 正有效。不断增加的监管压力以及扩展AI应用案例的需求，带来了一系列复杂的运营和组织挑战。 在罗兰贝格，我们根据每家公司的 AI 发展成熟度，提供一种模块化方法满足不同公司需求。我们的 ...

Group 1 - The report emphasizes the importance of sustainable and inclusive growth, detailing how the company aims to achieve ESG goals internally and support clients in promoting these objectives [2][12][20] - The company successfully reduced its emission intensity by 30% compared to the baseline year and aims to reduce indirect Scope 3 emissions by at least 97% by 2040, with its long-term net-zero target recently validated by the Science Based Targets initiative (SBTi) [11][20] - The report outlines the company's commitment to diversity and inclusion within its workforce, highlighting the need for a truly diverse team to address complex issues [11][19] Group 2 - The company has over 50 offices worldwide and employs more than 3,500 individuals, with a revenue of approximately €1.0 billion in 2023, reflecting a growth rate of 16% [8][10] - The report follows the Global Reporting Initiative (GRI) standards, providing a comprehensive overview of the company's ESG initiatives and their impacts on employees, clients, and the broader community [3][5] - The company has implemented various internal initiatives to foster a culture of empowerment, diversity, and inclusion, which are seen as essential for driving change and achieving sustainable business practices [61][82] Group 3 - The report includes a materiality analysis that identifies key sustainability issues relevant to the company and its stakeholders, confirming that previously identified issues remain significant in 2023 [34][35] - The company actively engages with stakeholders, including employees, clients, and suppliers, to understand their needs and concerns, which are integral to the company's decision-making process [27][28] - The report highlights the company's commitment to responsible business practices, including ethical decision-making and compliance with regulations, as part of its overall ESG strategy [49][52]

Investment Rating - The report emphasizes the importance of integrating AI and sustainability, suggesting a positive outlook for companies that successfully navigate this twin transformation [3][11][37]. Core Insights - The dual transformation of AI and sustainability is not just a theoretical concept but a strategic opportunity that can lead to significant competitive advantages and positive sustainability impacts [4][13][36]. - Stakeholder expectations are driving organizations to innovate at the intersection of technology and environmental responsibility, with increasing pressure from consumers, investors, and regulations [11][12][29]. - Successful integration of AI and sustainability initiatives can yield five major outcomes, including enhanced resource utilization, improved ROI, and purpose-driven organizational change [15][13]. Summary by Sections Introduction - The report discusses the necessity of digitalization, AI, and sustainability as essential components for businesses today, highlighting the synergistic effects of pursuing both transformations [3][4]. Methodology - The research methodology includes social media sentiment analysis and Google Trends data to capture diverse perspectives on AI's role in sustainability [6][8]. Key Drivers of Change - Stakeholder expectations from consumers, investors, and government regulations are reshaping the landscape for AI and sustainability initiatives [11][12]. Success Factors - The report identifies six common success factors for AI and sustainability transformations, including commitment to change, leadership buy-in, robust governance, data readiness, employee engagement, and balancing efficiency with innovation [17][18]. Case Studies - The report presents several inspirational case studies demonstrating the successful integration of AI and sustainability across various sectors, showcasing significant achievements in social, environmental, and governance dimensions [15][9]. Public Sentiment Analysis - The analysis reveals a generally neutral to positive sentiment regarding the dual transformation, with a focus on social dimensions and increasing concerns about environmental impacts [23][25]. Challenges and Complexities - The report outlines key complexities that organizations must navigate, including environmental blind spots of AI, the need for ethical governance, and the gap between AI advancements and sustainability efforts [29][30][34]. Next Steps for Organizations - Organizations are encouraged to adopt a structured approach to their twin transformation journey, prioritizing ethical AI governance and setting clear, actionable goals for integrating AI and sustainability initiatives [37][38].

Investment Rating - The report emphasizes the importance of Twin Transformation, which integrates AI and sustainability, as a strategic imperative for organizations to achieve competitive advantage and positive societal impact [1][13]. Core Insights - Organizations that pursue AI and sustainability transformations simultaneously can create strong synergies, referred to as Twin Transformation, which enhances both digital and sustainable initiatives [1][4]. - AI serves as a powerful tool for optimizing resource use, mitigating environmental risks, and scaling sustainable practices, while sustainability provides a framework for guiding digital advancements [2][4]. - The report identifies six shared success factors for AI and sustainability transformations, including commitment to change, leadership buy-in, robust governance, data readiness, employee engagement, and balancing efficiency with innovation [25][29]. Summary by Sections Drivers for Change - External pressures from customers, investors, governments, and employees are reshaping expectations for organizations to innovate at the intersection of technology and environmental responsibility [9][10]. - Consumer demand for impact-driven brands is increasing, with 72% prioritizing eco-friendly products and 73% expecting AI to drive positive change [14][10]. Benefits of Twin Transformations - The integration of AI and sustainability can lead to improved ROI on sustainability investments, purpose-driven organizational change, end-to-end visibility, faster innovations, and optimized resource utilization [13][16]. - A case study highlights a major retailer reducing food waste by over 50% through AI-driven insights, demonstrating the practical benefits of Twin Transformation [19]. Success Factors - The report outlines critical success factors for effective transformations, including commitment to change, leadership support, robust governance, data readiness, employee engagement, and balancing efficiency with innovation [25][29]. - Unique factors for AI transformations include technical expertise and adaptability, while sustainability transformations require regulatory alignment and stakeholder collaboration [29][39]. Public Sentiment Analysis - The sentiment analysis indicates a largely neutral or positive perception of AI and sustainability, with social media fostering a more favorable sentiment compared to traditional news outlets [31][30]. - Discussions around AI's transformative potential in sustainability and healthcare innovation are prevalent, while concerns about environmental impacts and regulatory challenges also exist [32][34]. Navigating Complexities - Organizations must address challenges such as AI's environmental impact, the need for ethical AI governance, and the gap between AI advancement and sustainability progress to fully realize the benefits of Twin Transformation [38][39][43]. - The report emphasizes the importance of structured approaches and strategic alignment to navigate these complexities effectively [44].