为绿色转型做好劳动力准备：如何通过关注南非的技能发展来促进绿色转型、竞争力和就业能力（英）

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The green transition in South Africa is expected to create new jobs while also leading to job losses, particularly in carbon-intensive sectors like coal [8][19] - The report outlines five strategies to prepare the workforce for the green transition, emphasizing the need for skills development to support employability and competitiveness [9][52] Summary by Sections A. Introduction - South Africa's green transition will significantly impact its workforce, with new job creation and changing skill requirements [8] - The report proposes strategies to enhance the skills development system to support the green transition [9] B. Global Context - A global commitment to achieving net-zero emissions is driving the need for substantial changes in various sectors, including energy and manufacturing [13] - Decarbonization is essential for maintaining competitiveness in international markets, particularly for countries reliant on exports [14] C. The Green Transition in South Africa - South Africa has ambitious goals for a Just Energy Transition, but progress has been modest due to various challenges [19] - Examples of promising investments include Toyota's R2.6 billion investment in hybrid vehicle production and renewable energy projects in the COEGA Development Cooperation [19] D. Impact on Labor and Skills Demand - The World Bank forecasts a net creation of approximately 1 million jobs in key industries affected by the green transition from 2022 to 2050, despite expected job losses in high-emission sectors [26] - The report highlights the importance of transversal skills, generic technical skills, and green-specific skills for the workforce [23] E. PSET System's Ability to Prepare Workforce - The PSET system faces structural weaknesses that hinder its performance in equipping workers with necessary skills for the green transition [39] - There is a need for better coordination among stakeholders to align education and training with labor market demands [46] F. Strategies for Workforce Preparation - The report emphasizes the importance of systematically collecting and disseminating information on skill needs for the green transition [53] - Establishing clear leadership and effective coordination mechanisms among stakeholders is crucial for preparing the workforce [57]