在第八届中国国际进口博览会（CIIE）上，毕马威中国云服务主管合伙人倪志建发表主题演讲：《运营服务：赋能高效创新，共创卓越增长》。倪志建分 享了毕马威正在加速布局运营服务。这是毕马威未来几年的重点发展方向之一。目前，毕马威在中国及亚太地区拥有近万名专业运营服务人员，覆盖 AI、数据、云、网络安全、应用软件技术支持、风险与合规等关键领域。毕马威正持续投入资源与技术，建设交付团队和智能化平台，为客户提供从战 略落地到持续运营的一体化服务。未来，运营服务将在毕马威咨询业务中占据约30%的比重。这不仅是一项业务规划，更代表我们对客户长期价值的承 诺。 我们正经历着从信息化、数字化，迈向智能化的时代。过去，企业往往将运营视为"支持职能"，以成本为导向；而今天，领先企业正在将运营服务嵌入战 略核心，通过"结果导向+智能化交付"，实现运营与战略的同频共振。 毕马威调研显示： 这意味着——运营服务不再是"成本优化工具"，而是"战略执行能力"。 过去，我们用流程去追求效率；今天，企业开始用智能去追求效能。AI赋能、大数据决策、云计算与自动化协同，不再只是技术名词，而是企业重塑增 长的"新运营架构"。在新的竞争环境中，真正领先的 ...

Core Insights - The report from KPMG highlights a significant rebound in short-term growth expectations for the Chinese economy among business leaders, with 88% of CEOs expressing confidence in the economy over the next three years, a 17 percentage point increase from the previous year, marking a recent high [1] Group 1: Economic Confidence - Business leaders' confidence in the long-term Chinese economy is supported by five core conditions: a vast domestic market that provides ample space for consumption and industrial upgrades [1] - A complete and flexible industrial system and infrastructure that supports innovation-driven development and strengthens supply chain resilience [1] - The continuous release of the engineer dividend and the full activation of entrepreneurial spirit, providing talent and motivation for technological innovation and new productive forces [1] - The advancement of a unified national market and high-level opening-up, which breaks down institutional barriers and stimulates the vitality of various market entities [1] - An increasingly improved macro-control system and an expanding policy toolbox that promotes domestic demand recovery, supports technological innovation, and facilitates green development [1] Group 2: Leadership Requirements - The complex and changing global business environment has highlighted the need for diversified leadership capabilities, with nearly all surveyed CEOs acknowledging changes in their professional requirements [2] - Leaders are now required to build a multidimensional capability system that encompasses long-term strategic planning, short-term adaptability, digital literacy, compliance insight, and organizational collaboration effectiveness [2]

Core Insights - The China International Import Expo (CIIE) serves as a significant platform for showcasing quality products and advanced technologies, while also facilitating dialogue among participants about the opportunities presented during the "14th Five-Year Plan" period [1] Group 1: Market Opportunities - Multinational companies are leveraging the CIIE to expand their brand influence, with many expressing optimism about the long-term prospects of the Chinese consumer market during the "14th Five-Year Plan" [2] - The CEO of Thai Tencel Group highlighted that the company has invested 4.36 billion yuan in China over the past five years, enhancing its local operations and aligning its strategy with China's development goals [2] - The growing middle-income group in China is driving demand for high-quality products, prompting companies like Bunge to focus on providing diverse and reliable solutions to meet market needs [3] Group 2: Foreign Investment and Cooperation - The CIIE has facilitated numerous agreements between Chinese and foreign enterprises, with a notable signing amount of 1.828 billion USD during the event [5] - KPMG emphasized that China's commitment to high-level opening-up will create new advantages for attracting foreign investment, ensuring a transparent and stable environment for foreign businesses [4] - The China Energy Engineering Group has actively participated in international capacity cooperation, signing contracts exceeding 600 billion yuan in Belt and Road Initiative countries over the past five years [5] Group 3: High-Quality Development - The "14th Five-Year Plan" emphasizes high-quality development, with companies like Johnson Controls showcasing green technologies and digital applications that align with China's goals for sustainable development [7] - Rockwell Automation plans to apply digital and green technologies in emerging industries, supporting high-quality development in sectors such as new energy and advanced manufacturing [8] - Varian Medical is committed to enhancing healthcare services in China, focusing on technological innovation to improve medical capabilities and outcomes during the "14th Five-Year Plan" [8]

Core Points - The "Hong Kong Professional Listing and Outbound Service Alliance" was launched to provide comprehensive support for Chinese companies going public and expanding internationally [1][2] - The alliance aims to address challenges faced by Chinese enterprises in the Hong Kong listing process, such as long cycles, high costs, and information barriers [1] - Hong Kong is positioned as a "super connector" between China and the world, leveraging its unique advantages to facilitate the globalization of Chinese enterprises [1][2] Group 1 - The alliance integrates financial, legal, and consulting resources to create a full-service system for companies [1] - The Hong Kong International Import Expo is highlighted as a significant platform for observing China's high-level openness and as a means for Chinese companies to access global markets [1] - The establishment of the alliance is seen as a practical step to empower internationalization efforts for enterprises, utilizing the advantages of Hong Kong's representative office in Shanghai [1] Group 2 - The forum, hosted by the Hong Kong Chinese General Chamber of Commerce, is part of the 2025 Import Expo Shanghai conference activities [2] - Representatives from government, professional institutions, and well-known enterprises discussed new opportunities for companies to expand internationally [2] - Chinese innovative technology companies are recognized for their inherent global outlook, with Hong Kong serving as an international innovation center providing comprehensive support for their outbound strategies [2]

Core Insights - The report by KPMG highlights the resilience and vitality of the Chinese economy amidst external uncertainties, with 88% of surveyed CEOs expressing confidence in China's economic outlook for the next three years, a significant increase of 17 percentage points from the previous year [2][8] - The shift from incremental competition to stock competition in the Chinese market is prompting traditional industries to undergo transformation, focusing on innovation and digital transformation as key strategies for sustainable growth [3][4] Economic Outlook - Chinese CEOs are optimistic about short-term economic growth, driven by diversified foreign trade and the competitiveness of high-tech products, alongside domestic consumption and industrial upgrades [2] - The long-term outlook remains positive, with a new normal of moderate global economic growth, yet the fundamental trends supporting China's economy are unchanged [2] Strategic Initiatives - Companies are prioritizing three main strategies: optimizing globalization, accelerating digital transformation, and enhancing ESG (Environmental, Social, and Governance) initiatives [4][6] - The focus on R&D and innovation is paramount, with 52% of CEOs indicating it as a key operational focus for the coming year to break free from intense competition [3] M&A Activity - There has been a notable increase in M&A activities by multinational companies in China, driven by strategies to acquire leading Chinese tech firms and to achieve vertical integration by acquiring local distributors and manufacturers [10] - Over half of the surveyed multinational companies maintain a positive outlook on China's economic growth for 2025, with plans to sustain or increase investments in the region [8][10] Digital Transformation - Digital transformation and the application of artificial intelligence are seen as critical pathways for enhancing operational efficiency, with over 90% of companies planning to increase digital investments [10] - AI is recognized as a valuable tool for supporting ESG transitions, with companies embracing AI technology to lead in sustainable development [6]

Core Viewpoint - The article discusses the significant increase in layoffs in the U.S. corporate sector, driven by the adoption of AI technologies, with a notable impact on white-collar jobs [2][5][6]. Group 1: Layoff Statistics - In the first nine months of 2025, U.S. companies announced approximately 946,426 layoffs, a 55% increase compared to the same period last year [2][4]. - Major companies like Microsoft and Amazon have announced substantial layoffs, with Microsoft cutting 15,000 jobs and Amazon 14,000 jobs [5][7]. - The layoffs have reached the highest level since the COVID-19 pandemic, despite the overall economy and unemployment statistics not showing significant deterioration [2][5]. Group 2: Reasons for Layoffs - The primary reason cited for layoffs is "market and economic conditions," accounting for 20% of the total [4]. - Sectors particularly affected include retail and logistics, with layoffs in these areas increasing threefold and twofold, respectively, compared to last year [4]. - Although only 4% of companies directly attribute layoffs to AI, many are leveraging AI as a justification for workforce reductions [5][6]. Group 3: Impact of AI on Employment - AI is increasingly seen as a rationale for layoffs, with companies like Accenture and PwC announcing significant job cuts while also investing in employee retraining related to AI [5][6]. - Amazon's CEO indicated that as AI improves efficiency, the workforce will continue to shrink, although he later attempted to clarify that AI was not the immediate cause of current layoffs [7]. - The trend of layoffs is viewed as a strategic move by companies to capitalize on the current moment to implement AI-driven efficiency improvements [6][7].

Core Insights - The 8th China International Import Expo (CIIE) and Hongqiao International Economic Forum opened on November 5, showcasing KPMG's theme of "Smarter, More Forward-looking" and the release of the "2025 China CEO Outlook" report [1][2] - KPMG's participation includes multiple industry research reports and discussions on trends in sectors such as healthcare, retail, and hospitality, aimed at providing insights for businesses to seize market opportunities [1][2] Group 1 - KPMG will release the "2025 China CEO Outlook" report during the CIIE, along with other influential research findings [2] - A report on multinational CEOs' confidence in China, titled "KPMG 2025 Outlook for Multinational Companies in China," will also be presented [2] - In the energy and technology sectors, KPMG will unveil a report on the application of AI technology in the hydrogen energy field, analyzing its potential across various scenarios [2] Group 2 - The launch of the inaugural "Health and Wellness 50" project aims to build a comprehensive health and wellness industry chain, covering areas such as elderly finance, health technology, and home care [2] - KPMG's research outputs are designed to provide cutting-edge data support and trend analysis for various industries, facilitating precise decision-making and optimization of business strategies in a complex economic environment [2]

Group 1 - The core finding of the report is that 88% of surveyed Chinese CEOs are confident about China's economic growth over the next three years, representing a significant increase of 17 percentage points compared to last year [1][2] - The report surveyed 114 CEOs across 13 industries, including asset management, automotive, banking, consumer and retail, energy, insurance, life sciences, healthcare, manufacturing, real estate, transportation, technology, and media, to gauge their outlook on economic growth and corporate development [1] - Key supporting factors for CEO confidence include a vast domestic market that provides ample space for consumption and industrial upgrades, a complete and flexible industrial system and infrastructure that fosters innovation and strengthens supply chain resilience, and the continuous release of engineering talent and entrepreneurial spirit that supports technological innovation and the development of new productive forces [1][2] Group 2 - Additional factors bolstering CEO confidence include the advancement of a unified national market and high-level opening-up, which helps eliminate institutional barriers and facilitates domestic and international dual circulation, thereby invigorating various market entities [2] - The improvement of the domestic macro-control system and the expansion of policy tools enable precise and effective support for cyclical and structural policies, significantly aiding in the recovery of domestic demand, supporting technological innovation, and promoting green development, thus providing strong backing for high-quality economic growth [2]

Group 1 - The eighth China International Import Expo officially opened in Shanghai, showcasing the professional service capabilities of Lixin in the fields of digital intelligence and internationalization [1] - Lixin aims to empower enterprises to grow and expand overseas by sharing insights and solutions in three key areas: going global, digital integration, and deepening professional services [1] - The Import Expo has become a platform for high-level openness and a window for China's new development pattern, contributing to global economic confidence and momentum [1] Group 2 - Frank Technology and Lixin signed a strategic cooperation framework agreement to enhance overseas business expansion, leveraging Lixin's professional services and international network [2] - Lixin Consulting launched a new digital solution for the manufacturing B2B sales sector, integrating artificial intelligence with sales processes to improve efficiency in lead management and customer follow-up [2] - Lixin International Engineering Consulting Co., Ltd. showcased digital innovations and signed a strategic cooperation agreement with Langkun Smart Technology, focusing on AI technology and energy sector integration [2]

Core Insights - Hackett Group reported quarterly earnings of $0.37 per share, matching the Zacks Consensus Estimate, but down from $0.43 per share a year ago [1] - The company posted revenues of $72.17 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 2.02% and down from $77.95 million year-over-year [2] - Hackett Group shares have declined approximately 41.4% year-to-date, contrasting with the S&P 500's gain of 16.5% [3] Earnings Performance - The company has surpassed consensus EPS estimates two times over the last four quarters [1] - Hackett Group has topped consensus revenue estimates three times in the last four quarters [2] - The current consensus EPS estimate for the upcoming quarter is $0.38, with expected revenues of $75.1 million, and for the current fiscal year, the estimate is $1.52 on revenues of $302.58 million [7] Market Outlook - The stock's immediate price movement will largely depend on management's commentary during the earnings call [3] - The estimate revisions trend for Hackett Group was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] - The Consulting Services industry is currently ranked in the top 26% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]