In these times, a decoupling of the Chinese economy from Western economies is widely discussed in the political, business, academic, media, and public domains. This is, on the one hand, a result of Western economies seeking to become more independent from China and looking at China as a strategic competitor. On the other hand, China is currently also shifting its economic focus onto domestic consumption and the production of highly innovative products instead of being "the world's factory."
站在2022岁末，我们重新回顾过往十年，驱动汽车产业价值投资的关键动力。长期以来，作为全球最富创新潜力和资本活力的汽车市场，中国屹立于创新应用之巅，主机厂、零部件企业、服务商、投资机构等等共同推动、教育、优化、甚至再造了一个个生动的行业亮点，罗兰贝格亦伴随业界伙伴和投资机构，贡献了许多精彩的案例。 诚然，国际社会近年来演变的速度和影响维度给中国玩家不断带来新的命题和挑战，但“双碳”等一系列关乎整体社会经济运营宏伟目标的提出，也将带来快速的变革和机遇。在全球迷漫着种种挑战和不确定时，应如何洞悉长期发展趋势、率先发现潜在机遇？我们结合对近年来投资动向的解读，助力产业投资人识别新机遇、展望新蓝海。
Robotaxi作为未来自动驾驶和移动出行领域的热门商业模式，现已临近商业化前夕。随各城市积极探索并开放试运营，各类玩家加快布局节奏，商业化节奏不断提速。目前，行业纷纷将视角聚焦于技术实现层面，普遍将高阶自动驾驶技术的落地与Robotaxi的商业化落地等同起来。对此，本报告着眼于识别Robotaxi商业化的核心内涵，定义商业化不同发展阶段的模式特点、能力要素和关键任务。同时，结合中国式发展路径在生态打造和落地模式的演变提出见解，阐明运营和技术螺旋式推动商业化的落地意义，期望能够为Robotaxi商业化实现提供路径判断和洞察思考。
Our Partner Mark Bayer gives a presentation on the topic of "Industrial Innovation" at the "World Corporate Summit" this year, with insights into the future industry.
Event duration: 2022年11月21日 - 2022年12月15日
The Gulf Petrochemicals and Chemicals Association (GPCA) represents the downstream hydrocarbon industry in the Arabian Gulf. On November 8, Hani Tohme, Senior Partner and Head of Sustainability MENA region, moderates a Panel discussion on strategic focus areas that should be considered to address the plastic waste management challenge in the GCC countries.
Event duration: 2022年12月7日 - 2022年12月8日
