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报告:从“走出去”到“走进去” 绿地投资是中企出海的破局之钥
Group 1 - The 2025 China International Service Trade Fair, themed "Digital Intelligence Leading, Service Trade Renewed," was held in Beijing from September 10 to 14 [1] - KPMG China released a report highlighting that Chinese companies face challenges in the global supply chain due to a lack of understanding of international trade rules and compliance mechanisms [1] - The report emphasizes that greenfield investment is becoming a key strategy for Chinese companies to expand overseas markets beyond mergers and acquisitions [1] Group 2 - The report indicates a shift in the industrial structure of Chinese outbound investment from traditional manufacturing to high-tech and low-energy sectors, particularly in digital economy and green energy [2] - Significant regional trends in greenfield investment have emerged, with Southeast Asia, Europe, and the Middle East becoming core destinations for Chinese companies [2] - Companies are advised to proactively seize strategic opportunities while also focusing on risk prevention in areas such as investment location, subsidy applications, and cross-border data security [2]
毕马威于2025年服贸会发布《国资国企发展低空经济正当时》报告
Zheng Quan Ri Bao Wang· 2025-09-14 09:45
本报记者 韩昱 发展低空经济 国资国企可做到"四个要" "我们研究了低空经济相关的上市公司情况,在万得数据库中梳理出170多家上市公司,发现国企和民企在发展低空经济方 面各有特点。"毕马威中国国资国企改革发展中心与国资研究院主管合伙人乔漠在接受《证券日报》记者采访时表示,在这些 公司中,从上市公司数量看,民企数量大约是国企的2.5倍,反映在上市公司中民企更为活跃。而从成立年限、企业规模看,国 资国企的成立年限更久一些,相对更为成熟。同时,国资国企的平均资产规模、平均营收,均为民企的13倍左右,表明国资国 企上市公司规模较大,实力较强。 乔漠表示,国资国企发展低空经济有着重要的意义。一方面,低空经济的产业带动效应显著。作为新质生产力的重要载 体,低空经济技术含量高,且产业链条长,辐射面广,覆盖多个产业链环节,能够有效促进产业转型升级。另一方面,低空经 济能够提高民生服务品质,有效激发消费活力。在物流配送、医疗急救、城市治理等方面,无人机都有广泛的应用,大大提升 公共服务的质量和效率。此外,越来越多城市推出滑翔伞、热气球观光、航空科普研学等低空消费项目,受到消费者的欢迎, 为消费市场带来新的增长点。 毕马威发布的 ...
聚焦AI赋能专业服务及欧洲投资新机遇 安永携两项重磅成果亮相服贸会
Zheng Quan Ri Bao Wang· 2025-09-14 09:45
Group 1: Core Insights - Ernst & Young (EY) introduced innovative products, "EY Smart Q&A" and the "European Investment Attractiveness Survey Report," aimed at providing new ideas and tools for high-quality development through the integration of cognitive intelligence and professional knowledge [1] - The global trends of green transformation and digital economy are driving the integration of AI and sustainable development, redefining the value dimensions of professional services [1][2] - The "EY Smart Q&A" product, developed on the METIS AI platform, focuses on five sectors: audit, tax, strategy and transactions, consulting, and financial services, addressing challenges like information fragmentation and delayed responses [1][2] Group 2: Product Features and Updates - The "EY Smart Q&A" covers over ten verticals, including healthcare, retail, infrastructure, automotive, manufacturing, energy, and technology, providing diverse functionalities such as advisory explanations and knowledge cards to support enterprises in their green transformation [2] - The latest version 3.0 of "EY Smart Q&A" emphasizes ESG management and disclosure needs, offering a closed-loop intelligent solution that includes ESG narrative generation, topic library construction, vision mapping, and carbon accounting [2] Group 3: European Investment Attractiveness - The "European Investment Attractiveness Survey Report" analyzes the competitiveness of the European market and its appeal to global enterprises, tracking over 5,000 foreign investment projects annually for 20 years [2][3] - Despite a decline in project numbers and investment intentions in traditional sectors, Central and Southern Europe have shown growth, indicating potential in the European market [3] - The report highlights that nearly 40% of companies have paused, reduced, or canceled their investment plans in Europe due to economic stagnation, high energy prices, and geopolitical tensions [3] Group 4: Strategic Recommendations - To restore investment attractiveness, Europe must address structural challenges and enhance cost competitiveness, innovation speed, and skilled labor levels [4] - EY's team proposed a comprehensive strategy to revitalize Europe's investment appeal, aiming to stimulate long-term growth and provide critical decision-making coordinates for Chinese enterprises seeking opportunities in Europe [4]
发挥供应链优势 香港多维度护航内地企业出海
Zhong Guo Jing Ji Wang· 2025-09-13 08:24
Core Insights - Hong Kong plays an irreplaceable role in supporting mainland enterprises' internationalization through its comprehensive service trade system, which includes finance, law, accounting, logistics, and consulting [2][6] - The establishment of an international mediation center in Hong Kong enhances its legal service capabilities, providing a reliable framework for dispute resolution for companies venturing abroad [3][6] - Challenges faced by mainland enterprises in international markets include cultural adaptation, policy compliance, talent shortages, and the need for a global management system, with supply chain stability being crucial for overcoming these challenges [4][5] Group 1: Hong Kong's Role in Supporting Enterprises - Hong Kong's service trade framework connects mainland enterprises to global markets, offering multi-currency financing, cross-border fund management, and risk management services [2] - The region's logistics infrastructure ensures rapid global goods movement, supporting stable supply chain operations for enterprises [2] - Legal, accounting, and consulting services in Hong Kong provide comprehensive support for compliance, tax planning, and risk assessment, helping enterprises mitigate overseas market risks [2] Group 2: Legal and Supply Chain Support - The international mediation center in Hong Kong, supported by a common law system and strategic backing from the central government, positions the region as a key player in legal services and dispute resolution [3] - Companies are advised to utilize professional legal services for risk prevention and to conduct thorough due diligence before entering international markets [3] - Deloitte's experience in assisting a mainland electronics manufacturer in navigating European market regulations exemplifies the importance of compliance and supply chain localization [4] Group 3: Challenges and Strategies for Enterprises - Differences in operational strategies between state-owned and private enterprises highlight the need for both to focus on global supply chain integration and local market adaptation [5] - Engineering firms face challenges related to standardization and contract management in international projects, necessitating a focus on local compliance and long-term strategic investment [5] - Hong Kong is recommended as a strategic base for enterprises to leverage its advantages and collaborate with other cities in the Greater Bay Area to optimize supply chain resources [5][6]
专访毕马威中国张庆杰:AI+重点产业拥有万亿元级增量空间
Zhong Guo Xin Wen Wang· 2025-09-13 06:49
Group 1 - The core viewpoint is that the integration of AI with key industries presents a trillion RMB-level growth opportunity, evolving from "tool empowerment" to "business integration" and ultimately "ecosystem reshaping" [1] - The application of AI is shifting from isolated attempts to systematic integration within core business processes, indicating a deeper fusion with IT systems [1] - Companies are increasingly focusing on smaller, specialized models (SLM) due to their lower costs, faster response times, and better data privacy, rather than solely pursuing large models [1] Group 2 - Key industries for AI integration include finance, healthcare, and manufacturing, with manufacturing focusing on smart upgrades to drive automation and improve yield rates [1][2] - Vertical industry large models are becoming focal points for commercialization, particularly in AI-assisted diagnostics in healthcare and intelligent risk control in finance and law [2] - AI applications are moving from concept validation to production, with AI customer service, scheduling, and operational services becoming integral to core business functions [2] Group 3 - Development bottlenecks include data quality issues, high costs of AI research and computing power, and the challenge of adapting general large models to specific industry needs [2][3] - There is a scarcity of composite talent that understands both AI and specific industries, which poses a significant challenge for AI adoption [3] - The clarity of business models for revenue generation through AI remains uncertain, alongside increasing regulatory requirements regarding data privacy and algorithm fairness [3]
德勤中美洲新增合伙人
Shang Wu Bu Wang Zhan· 2025-09-12 16:33
Group 1 - Deloitte announced the addition of 20-25 new partners in Central America to better meet regional business demands [1] - The new partners will bring in additional support staff, including regional managers, lawyers, accountants, technical experts, and consultants [1] - The move aims to strengthen Deloitte's services in various sectors such as financial services in Panama, tourism in the Dominican Republic, and semiconductor and healthcare industries in Costa Rica [1] Group 2 - Currently, Deloitte has over 300 employees in Costa Rica, including 17 partners [1] - The increase in partners is expected to enhance Deloitte's capabilities in consulting, tax, and legal services in Costa Rica [1]
以专业洞见为产业赋能 共享服务贸易发展机遇——专访毕马威中国候任主席邹俊
Xin Hua Cai Jing· 2025-09-11 15:45
Group 1 - The core viewpoint of the article emphasizes that the China International Service Trade Fair serves as a platform for innovation and entrepreneurship, showcasing new technologies and business models that align with international standards [1][4] - KPMG China has released multiple industry research reports at the fair, focusing on key areas of industrial transformation to provide forward-looking references for enterprises [2][3] - The report on artificial intelligence outlines a three-stage implementation path for businesses: empowerment, integration, and evolution, aimed at enhancing AI capabilities across various levels [2][3] Group 2 - The report on the low-altitude economy highlights the role of state-owned enterprises in leading the industry and suggests four strategies for enhancing core functions and competitiveness [2][3] - The greenfield investment report emphasizes its strategic value over cross-border mergers and acquisitions, noting a trend towards regional focus and strategic collaboration in investment layouts [3] - KPMG also addresses trends in ESG and green finance, as well as new consumer trends, indicating a comprehensive approach to industry concerns [3] Group 3 - KPMG's insights suggest that service trade has become a new engine for global economic growth, with high-quality service trade being essential for China's transition from a trading power to a trading stronghold [4][5] - Recent initiatives by China, such as reducing restrictions on foreign investment and expanding visa policies, are expected to create a favorable environment for service trade development [4] - The fair is positioned as a key platform for activating investment and consumption in service trade, allowing businesses to capture cutting-edge technology and service scenarios [4][5] Group 4 - The article highlights the significance of the fair in showcasing Beijing's service brand and its commitment to international cooperation and shared development opportunities [6] - KPMG aims to leverage its expertise in various sectors to contribute to high-quality industry development and expand its business through collaboration at the fair [6]
咨询业的末路时刻,“麦肯锡们”何以为生?
Sou Hu Cai Jing· 2025-09-11 14:21
Group 1 - The article discusses the strategic consulting firm Ries Strategic Consulting and its pivotal role in guiding companies like Great Wall Motors and Jack Sewing Machine through critical decision-making processes [21][22][24] - Ries emphasizes the importance of focusing on fundamental issues that determine a company's survival and growth, rather than superficial or short-term solutions [23][25] - The success of Great Wall Motors in the SUV market is highlighted as a case study of effective positioning and trend analysis, leading to significant revenue growth [10][11][12] Group 2 - The article contrasts the approach of Ries with that of other consulting firms, noting that Ries maintains a commitment to solving core strategic problems rather than succumbing to client pressures for easy solutions [30][31][32] - The firm’s methodology includes extensive market research and consumer insights, which are crucial for developing effective strategies [46][47] - Ries has a track record of successful case studies across various industries, demonstrating its ability to adapt and provide valuable insights in changing market conditions [38][39][45]
《国资国企发展低空经济正当时》报告发布 毕马威中国详解低空经济与消费创新路径
Sou Hu Cai Jing· 2025-09-11 12:36
深圳商报·读创客户端首席记者 王海荣 9月10至14日,2025年中国国际服务贸易交易会(服贸会)在北京举行。本届服贸会以"数智领航,服贸 焕新"为主题,为期五天。 毕马威中国在服贸会期间对"消费50"系列榜单评选进行了全面回顾与展望,并对外发布了《国资国企发 展低空经济正当时》研究报告,系统梳理了国资国企在低空经济中的核心优势与发展策略。 第五届"消费50"评选聚焦八大维度 据介绍,毕马威中国2021年起启动了"消费50"系列榜单评选活动,为消费市场各品牌的发展发挥了积极 作用。该评选活动从最初聚焦新国货的六大创新维度——体验、功能、技术、设计、模式与营销,逐步 拓展至融入ESG理念、强调以消费者为核心的数字化运营,再到重点关注"新常态下的增长",每一阶段 的演进都深刻反映了中国消费市场的变迁与品牌成长的深层需求。 企积极履行功能使命,在促进产业发展、维护国家安全以及激发消费市场活力三个方面发挥了重要作 用。 图片说明:低空经济作为战略性新兴产业之一,面临着广阔的发展空间。 深圳商报·读创客户端首席记 者 王海荣 摄 《报告》对超过170家低空经济相关上市企业进行分析,研究结果显示国资国企上市公司规模较大、 ...
2025服贸会|毕马威:ESG信息披露带来的潜在风险可从三方面建立防范机制
Bei Jing Shang Bao· 2025-09-11 12:06
Group 1 - The core viewpoint emphasizes the potential risks associated with ESG information disclosure, including reputation, compliance, and operational risks due to misinterpretation and misuse of sensitive data [1] - Companies are advised to establish a robust internal control system to integrate ESG data management into their risk management framework, ensuring data accuracy, completeness, and security to prevent "greenwashing" or data leaks [1] - Companies should adhere to principles of "caution, responsibility, and transparency" in their disclosures, providing clear policies, data, and actions, while outlining challenges and plans for unmet goals to avoid overcommitment [1] - Engaging independent third parties for verification of ESG reports is recommended as an effective method to enhance information credibility and protect corporate reputation from "greenwashing" allegations [1] Group 2 - To improve ESG ratings, companies should focus on key issues relevant to their industry and stakeholders, prioritizing resource allocation for effective management [2] - Companies are encouraged to set quantifiable goals with timelines and continuously disclose progress to demonstrate actual results to rating agencies and the market [2]