对话德勤中国首席执行官刘明华：现代化产业体系最重要就是科技与开放

Core Insights - The core viewpoint emphasizes China's clear national strategy focusing on modernizing its industrial system, with technology and openness being paramount [1][14]. Strategic Industry Development - In the next five years, key industries for development include high-tech AI sectors, particularly embodied intelligence and physical AI [4][17]. - The pharmaceutical research and healthcare sector is projected to see significant growth, with 30% of global new drug pipelines expected to be from China by 2025 [5][18]. - The energy transition sector is highlighted as crucial, with China being a major consumer and contributor in the renewable energy field [6][19]. Opportunities for Chinese Enterprises Abroad - Eastern and Central Eastern Europe are identified as attractive regions for Chinese enterprises due to cost advantages and proximity to EU markets [8][20]. - In mature European markets like Germany, Chinese automotive companies, especially in the new energy vehicle sector, are focusing on expansion [8][20]. - The concept of "glocalization" is emphasized, where companies must adapt to local markets while maintaining global strategies [8][20]. Stages of Globalization for Chinese Enterprises - The current phase of Chinese enterprises going global is termed "Outward 3.0," which integrates technology, supply chain, and management capabilities [11][23]. - Previous phases included "Outward 1.0," focused on product trade, and "Outward 2.0," which involved establishing factories and supply chains abroad [11][23]. - The need for proactive risk management and local integration is stressed to enhance the value of Chinese enterprises in global markets [9][21][23].