韧性与产业转型策略

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光华大师课在夏季达沃斯开讲
Sou Hu Cai Jing· 2025-07-02 03:40
Core Insights - The 2025 World Economic Forum Summer Davos held from June 24 to 26 in Tianjin focused on "New Era Entrepreneurial Spirit," addressing global economic challenges and new growth models with participation from over 1,700 guests from around 90 countries [2][4] Group 1: Themes and Discussions - The event featured a masterclass on "Risk, Resilience, and Industrial Transformation Strategies," co-hosted by Peking University's Guanghua School of Management and the World Economic Forum, aimed at exploring governance strategies for businesses amid uncertainty [2][4] - Key discussions included enhancing corporate resilience through advanced analytical tools and frameworks to navigate complex challenges [6][9] Group 2: Insights from Experts - Liu Qiao emphasized the importance of Total Factor Productivity (TFP) in the context of China-U.S. economic competition, noting that China's TFP growth slowed to 1.2%-1.5% post-2010, but strategic initiatives in new energy and digital technology could drive future GDP growth [9][10] - René Rohrbeck introduced the "Future Adaptability" framework, highlighting the need for companies to develop three core capabilities: system observation, foresight, and experimentation, which can significantly enhance profitability and market value [11][12] - Jörgen Sandström discussed the potential of industrial clusters in improving regional cooperation and resource sharing, advocating for data-driven collaborative governance to address supply chain risks [13][14] Group 3: Industry Responses - Wang Nan from Neusoft Group shared challenges faced by companies in international markets, stressing the need for flexible business strategies and local partnerships to navigate rising tariffs and market access issues [17][18] - Caroline Berson from PepsiCo highlighted the importance of a robust strategic framework for managing policy risks, advocating for strong trend scanning capabilities to adapt to ongoing trade changes [19][20] - Dai Xin from Swiss Re pointed out the relatively weak risk protection mechanisms in China, suggesting that improved risk management is essential for sustainable growth [21][22]