Industry Investment Rating - The report highlights a positive outlook for the healthcare industry, driven by the rapid evolution of AI technologies, with significant investments expected to continue [21][22] Core Viewpoints - AI is expected to cause a rapid evolution in healthcare, bringing substantial changes but allowing time for strategic responses [2] - AI adoption varies across healthcare sectors, with 52% of hospitals using AI in diagnostics and 32% piloting such solutions, while therapy lags with 36% not using AI at all [2] - Strategic partnerships with tech giants are favored by 87% of respondents over in-house development to bridge the AI readiness gap [2] Implications for Organizations - AI will impact business models across the healthcare value chain, requiring urgent responses from organizations [10] - Only 29% of organizations feel prepared to exploit AI for competitive advantage, highlighting a significant readiness gap [2] - AI adoption is expected to transform patient journeys, with personalized treatment plans and improved operational efficiencies [10][12] Future Scenarios - The most likely scenario is a "realistic scenario" with partial adoption of AI in specialized areas, leading to mixed outcomes [95] - An "accelerated scenario" envisions mass adoption of AI, transforming healthcare delivery and reducing costs, while a "cautious scenario" predicts slow adoption with limited impact [100] Recommendations for Stakeholders - Stakeholders should adopt a patient-centered approach, leveraging AI to create tailored treatment plans and improve patient outcomes [104] - Organizations must assess the impact of AI on their business models and invest in AI technologies to stay competitive [105] - Workforce enablement is crucial, with AI tools integrated into daily workflows and employees provided with tailored training [106] - Healthcare organizations should systematically develop their IT infrastructure and consider partnerships with tech companies to implement AI solutions [108] - Early and continuous investment in AI technologies is recommended to gain a competitive edge and improve operational efficiency [109]

Industry Investment Rating - The report does not explicitly provide an industry investment rating [1] Core Viewpoints - Sustainability is now a central business imperative, driven by regulatory, investor, and consumer pressures, as well as climate-related supply chain challenges [4] - Responsible procurement is a key lever for improving ESG impact across the food value chain [5] - The food and beverage value chain accounts for 36% of global GHG emissions, with agricultural production contributing 39% of these emissions [10] - Consumers across all age groups are increasingly focused on CO2 emissions when shopping, especially for food products [13] - Procurement plays a critical role in driving ESG initiatives across the value chain [24] Agrifood Value Chain Emissions - Conventional food production significantly impacts biodiversity, deforestation, and climate change [8] - The F&B value chain is responsible for 17.9 Gt CO2e, representing 36% of global emissions [10] - Upstream activities, particularly agricultural production, contribute the most to emissions in the F&B value chain [9] Sustainability Efforts in the Food Industry - Food companies must intensify sustainability efforts along the entire value chain due to both consumer and regulatory pressures [15] - The EU's Farm-to-Fork strategy is a comprehensive regulatory framework impacting all stages of the food value chain [16] - Scope 3 emissions reduction is a key priority for food companies, as they represent the largest share of total emissions [18] Procurement's Role in ESG - Procurement is uniquely positioned to influence sustainability across the entire value chain [24] - Sustainable procurement can enhance supply chain resilience, reduce costs, and improve ESG performance [25] - Key action fields for procurement include reducing Scope 3 emissions, embracing circular economy practices, and increasing supply chain transparency [30] Challenges in Sustainable Procurement 1. Data collection from suppliers is a major challenge, with issues around data quality and verification [32] 2. Supplier engagement and contractualization require long-term commitments and qualitative discussions [35] 3. Role ambiguity and knowledge gaps hinder effective integration of sustainability into procurement processes [38] 4. Balancing sustainability goals with traditional procurement priorities remains a challenge [41] 5. Lack of integrated tools and resource constraints complicate sustainability tracking and management [44] Solutions for Sustainable Procurement 1. Simplify data collection through scalable tools and streamlined communication [47] 2. Focus on high-impact product types and long-standing supplier partnerships [49] 3. Establish long-term, structured partnerships with clear sustainability commitments [52] 4. Provide comprehensive training and user-friendly tools for procurement teams [55] 5. Emphasize the link between sustainability practices and financial performance [58] 6. Adopt a hybrid organizational structure that integrates procurement and CSR functions [61] Conclusion - Procurement is pivotal in driving a company's sustainability strategy, particularly in managing Scope 3 emissions [66] - Successful transition to sustainable procurement requires robust cross-functional collaboration and organizational restructuring [67]

Industry Overview - Offshore wind (OW) is a key pillar of Europe's energy transition, crucial for meeting climate targets, achieving energy independence, and creating earning capacity in the region's future economy [3] - Europe's OW industry must triple its supply chain capacity over the next seven years to meet ambitious rollout targets, requiring a massive ramp-up from 7 GW/year in 2023 to 20 GW/year by 2030 [11][13] - The North Sea countries aim to reach 120 GW of offshore wind capacity by 2030, requiring the installation of 5,600 turbines with a capacity of 15 MW each, along with 15 new installation vessels [15][16] Challenges in the OW Industry - A "rat race" towards ever-larger turbines is causing costs to increase and hampering capacity rollout due to shorter product life cycles and uncertainty about future turbine sizes [3][4] - The vicious cycle includes competitive auctions by governments, pressure on project developers to use the newest turbines, and OEMs accelerating product introductions, leading to performance issues and supply chain bottlenecks [4][27] - The levelized cost of energy (LCOE) for wind farms in Europe has risen from ~50 to ~70 EUR/MWh due to inflation, interest rate hikes, and supply chain bottlenecks, leading to project postponements [20][21] Diminishing Returns on Larger Turbines - Larger turbines historically reduced costs by decreasing the number of turbines needed, but the cost-benefits are now diminishing due to the negative economy of scale for expensive components [32][33] - Incremental increases in turbine capacity are leading to relatively lower decreases in the number of turbines required for a given wind farm capacity, reducing the cost-benefit of larger turbines [33][38] Standardization as a Solution - Setting a standard turbine size for a considerable period is necessary to break the vicious cycle, create investment certainty, and support the capacity boost needed for Europe's OW industry [4][41] - Standardization will lead to longer product life cycles, stronger learning effects, and more predictability in capacity rollout, enabling investments in R&D and industrialization [41][44] - A fixed turbine size will still allow for differentiation and competition in aspects like turbine performance, installation techniques, and circularity gains [41] Standardization Roadmap - A standardization roadmap is needed to plan the move to larger and/or smarter turbines, creating predictability for the supply chain to invest in capacity extensions and technological innovations [60][61] - The roadmap should align on the dimensions and timetable of the next standard, such as 30 MW turbines for commercial deliveries in 2037, to ensure sufficient lead time for industrialization and innovation [61][63] Action Required - Governments must enforce a turbine standard, either through EU regulation or the North Seas Energy Cooperation (NSEC), to break the vicious cycle and ensure a timely and affordable rollout [73] - The European OW industry must develop a roadmap for future turbine sizes and pursue other standardization initiatives, such as for turbine components and vessel landings [73][74]

Industry Investment Rating - The report highlights Mexico as a prime candidate for nearshoring, particularly for the automotive industry, due to its competitive advantages such as lower labor, energy, and transport costs, as well as proximity to the US market [4][11][12] Core Viewpoints - Mexico has become a leading destination for automotive companies due to its significant cost advantages, strong supplier base, and favorable trade agreements [4][11][12] - The country received USD 43.9 billion in foreign direct investment (FDI) in 2023, making it one of the top 15 FDI-receiving countries globally [3][16] - Mexico offers a 35% total landed-cost advantage over China, with labor costs 30% lower than in China, and this gap is expected to widen through 2030 [19][20][21] - 78% of surveyed automotive OEMs and suppliers are either conducting or assessing nearshoring to Mexico, with assembly operations being the most cited fit [5][6] Summary by Sections Introduction: Nearshoring – Coming to a Place Near You - Globalization has faced challenges due to geopolitical tensions, the COVID-19 pandemic, and the Ukraine war, leading companies to shift production closer to major markets like the US and China [9] - Nearshoring is becoming a trend, with Mexico emerging as a key destination for automotive companies [9][10] Why Mexico? Competitive Advantages - Mexico offers lower nominal hourly wages and electricity costs compared to China and Vietnam, making it a cost-effective manufacturing hub [12][14] - The country benefits from its proximity to the US, lower transport risks, and a robust automotive supplier base [4][11] - US FDI outflows to Mexico have surged, surpassing those to China, with USD 10 billion in 2022 and USD 43.9 billion in 2023 [3][16] Manufacturing Costs in Mexico vs. China - Mexico has a 35% landed-cost advantage over China, driven by lower labor and freight costs, with the gap expected to grow to 45% by 2030 [19][20][21] - Shipping costs from Mexico to the US are 56% lower than from East Asia, with 90% of freight traveling by ground transport [20] Automotive Industry Opportunities - Mexico's proximity to the US enhances its appeal for automotive manufacturers, offering benefits such as improved quality control, cost efficiency, and supply chain visibility [27] - Recent US regulations, including the USMCA and the Inflation Reduction Act, further boost Mexico's attractiveness for automotive production [28][29] Investment Trends in Mexico - Major automotive companies like GM, Tesla, BMW, Volkswagen, and ZF Group have announced significant investments in Mexico, focusing on electric vehicle production [34] - Vehicle production in Mexico is expected to grow at a CAGR of 4.3% between 2021 and 2029, outpacing North American production growth [35][36] Best-Fit Automotive Sectors for Nearshoring - Assembly operations, wiring, chassis, and body structures are the most viable components for nearshoring to Mexico, with significant cost savings compared to China [6][40][41] - EV powertrains are expected to become a high-potential category for nearshoring as EV production increases [42][43] Planning and Execution for Nearshoring - Key success factors for nearshoring to Mexico include navigating bureaucracy, mitigating security risks, adapting to cultural differences, and ensuring cost-competitive production [44] - Companies must also consider access to a capable supply base, skilled labor, and key resources like energy and water [44][45]

k 报告 废旧塑料的再利用 新的发展机会 在全球背景下塑料废物管理的展望 目录 1 全球背景下城市固体废物— 一个持续增长的世纪(从20 世纪60年代到21世纪50年) 8 具有"黄金"未来的可回收材料 | --- | --- | --- | |-------|-------------------------------------------------|-----------------------------------------------------------| | | | | | 13 | 塑料：自20世纪60年代以 | 3700亿欧元/年 | | | 来，作为一种有价值的城市 国体废物回收有显著增长 | 全球塑料废物的 价值每年可增加 12倍，2050年 将达到的3700亿 | | 15 | 塑料回收成为关键的长期投资机 | 欧元。 | | | 会 | 45%回收 | | | 政策机制是废物回收和再利 | 前提是我们能将 全球塑料废物的 回收率从今天的 | | 21 | | 1 0 % 提 高 到 2050年的45%。 | | | 用的关键催化剂 | | 不争的事实 22亿吨城市固体 废物 ...

新中国的商业成功 AUTHOR 中国竞争准备指数帮助跨国公司重新调整在 中国的商业模式 DENIS DEPOUX 高级合伙人 ， 全球董事总经 理 大卫 · 伯恩 高级经理 中国是否仍然是全球经济最重要的增长引擎？这一地位自21世纪初以来一直保持不变，得益于一系 列经济改革和2001年加入世贸组织。还是说中国已成为一颗落星——仅仅成为跨国公司在寻找销售 机会、供应商和生产地点时的众多选择之一？这个问题的答案对您在中国业务的成功有何影响？ 去年年底，国际媒体的头条新闻对中国未来增长前景表示怀疑，进而对许多跨国公司在该国的投资 rationale 产生了质疑。《华尔街日报》提出了问题："中国的40年繁荣已经结束。接下来会发生什 么？"《CNN》报道："中国经济出了问题。这是怎么回事？"而《金融时报》在今年年初则问道：" 中国经济放缓还能恶化到什么程度？" 这些问题的答案要求企业理解"旧中国故事"与"新中国故事"的区别。只有当你能够清晰地了解1990 年至2008年中国繁荣发展的结构性原因——即"旧中国故事"——以及当前的增长数字——即"新中国 故事"——时，才能为在中国的业务制定正确的战略。对于大多数跨国公司而言 ...

天猫汽车 Roland Berger 汽车数字化经营白皮书 洞察汽车产业生态 探索高质量增长方案 2024年9月 目录 01/摘要 01 02/汽车全行业产业及消费趋势洞察 03 03/聚焦汽车全行业的"增长"解决方案 21 04/案例实践 33 05/总结 39 000 100 the states 82 s 84.02 inter N STERE THE STORE Purportions . d b 1 t 2019 11:1 : 1 the state of the first of the country of 摘要 坐全球最大汽车市场的宝座。随着中国乘用车保 品和服务的识别、人群特征的洞察、跨界入局的 有量即将步入整体稳健培长的发展阶段，日渐百 焕新转型、市场拓展的渠道构建等诸多问题接避 热化竞争超势下未来如何支撑高速增长成为中国 而至。 市场车企驱待制定突窦国策略的关键命题。同时， 中国从汽车大国迈向汽车强国的重担并非仅落于 在该背素下，罗兰贝格携手天猫，一方面是罗兰贝 服务等客类玩家需携手共建完善的汽车产业生 件和汽车后市场全行业发展前沿趋势的深刻洞见 历经二十多年的奋进突破与沉淀蓄力，中国已 ...

Investment Rating - The report indicates a strong investment outlook for the IPv6 industry, emphasizing its critical role in digital infrastructure and economic transformation. Core Insights - The transition to IPv6 is essential for overcoming the limitations of IPv4 address exhaustion, enabling the growth of the digital economy and supporting innovations in various sectors such as AI, IoT, and cloud computing [1][4][10]. - The global IPv6 deployment has accelerated significantly in 2023, with overall coverage surpassing 30%, and some leading countries reaching nearly 70% coverage [4][10]. - IPv6 Enhanced technologies are driving the next wave of internet evolution, providing solutions for diverse applications and enhancing network capabilities [8][10]. Summary by Sections 1. IPv6 Development Overview in 2023 - The urgency for IPv6 deployment has increased due to the depletion of IPv4 addresses and the rising demand from technologies like 5G and IoT [4]. - IPv6 is positioned as the foundation for digital infrastructure, crucial for the digital transformation of economies and societies [5][10]. - The report highlights the shift in focus from initial network expansion to the productization and large-scale application of IPv6 Enhanced technologies [4][5]. 2. Global IPv6 Development Index - The report constructs a Global IPv6 Development Index to measure the deployment progress across 92 countries, categorizing them into leaders, accelerators, and starters based on their index scores [17][27]. - The index reflects significant improvements across all categories, with leaders showing the most progress [27][31]. 3. Country-Specific IPv6 Development Analysis and Policy Recommendations - The report analyzes the IPv6 development status of ten representative countries, providing tailored policy recommendations to enhance their IPv6 deployment efforts [3][33]. - Countries like Saudi Arabia and Malaysia are highlighted for their advancements and the need for further support in content deployment and innovation [33][37]. - Recommendations include financial incentives for content providers and the establishment of industry standards to promote IPv6 adoption [34][38].

2024 Freight Logistics Decarbonization Whitepaper: LEAD the green wave, bring the DEEP impact Executive Summary: logistics nodes should not be limited to en- are the necessary path to achieving green ergy transformation or renovation of a sin- and low-carbon goals. Green Freight Logistics, Intelligence-Crafted Future gle piece of equipment, but requires overall Node decarbonization will be continuously planning, systematic implementation, and iterative and interconnected, moving gradual achievement of goals ...

����年 中国汽车金融报告 聚焦新能源 强化体验感 突围价格战 ����年�月 2 2024年中国汽车金融报告 序 2023年，中国乘用车累计零售量重回疫情前水平，印 车金融市场大有愈演愈烈之势；与此同时，产品同质 证了罗兰贝格对于疫情影响下中国车市将经历U型反 化明显、需求多元化满足度不足以及渠道模式固化等 弹复苏的判断。2023年也是中国新能源乘用车行业 痛点依旧存在。罗兰贝格研究认为，以用户综合体验 高质量增长的一年，整体销量超770万辆，平均每销 为核心的汽车金融服务转型将是突破当前行业堵点、 售三台乘用车就有一台新能源车。在政策和供需的推 寻求差异化发展的关键方向。 动下，新能源车市呈现出一系列令人欣喜的市场化特 此次，罗兰贝格与微众银行共同开展“新能源汽车金 征。罗兰贝格预计，2024年的中国乘用车新能源趋势 融用户体验”调研。我们发现，用户的期待正如我们 有望得到延续，同时，随着新能源技术与商业模式的 的判断，体验将成为价格战突围的重点武器；另一方 成熟，中国市场的乘用车产品将逐步进入“体验型商 面，我们也发现燃油车和新能源车金融用户的诸多差 品”时代，用户在购车态度和需求上已不仅仅是追求 ...