当前位置:首页 >英文主页 >中英对照 > 报告详情

麦肯锡:2026欧洲转型:提振大陆的战略行动研究报告(英文版)(12页).pdf

上传人: 1****1 编号:1079750 2026-01-22 12页 916.77KB

下载:

1、January 2026Transforming Europe:Bold moves to lift a continentEurope is starting to reform its investment environment,but theres no time to lose.Standout companies can take the lead with bold strategic moves that drive their own performanceand a continents.This article is a collaborative effort by A

2、nna Kortis,Jan Mischke,Kim Baroudy,Solveigh Hieronimus,Sylvain Johansson,and Tunde Olanrewaju and is part of McKinseys multiyear series on the future of Europe.Theres been no shortage of attention on Europes competitiveness and investment gap.1 It has been the focus of influential reports by Mario D

3、raghi and Enrico Letta2 and of ongoing European Commission efforts spanning dozens of initiatives,ranging from the building of at-scale AI gigafactories to exploring the creation of a 28th regulatory regime for innovative companies.3 At the same time,European nations are rapidly increasing defense a

4、nd other spending,4 such as Germany establishing a 500 billion fund to support infrastructure and climate-neutral investment.5 The net result?The stage is set for Europe to revive its economic growthif the continent can grasp the opportunity.Thats where the private sector comes in.While the continue

5、d reform process and completion of the single market is critical,Europes leading companies could now play the central role in ushering in a new era of growth and prosperity.Investors are already identifying opportunities6:A record of about 300 billion was raised by European-focused private equity fu

6、nds in the first nine months of 2025or about a third of global commitments.7 Thats encouraging,given European corporations still invest about 40 percent less in capital expenditure and R&D than their peers in the United States.8But more can be done.This article extends our analysis of the critical c

word格式文档无特别注明外均可编辑修改,预览文件经过压缩,下载原文更清晰!
三个皮匠报告文库所有资源均是客户上传分享,仅供网友学习交流,未经上传用户书面授权,请勿作商用。
1. **欧洲投资缺口**:需每年额外动员1.2万亿欧元(私人与公共投资)缩小竞争力差距,企业资本支出和研发投入比美国低40%。 2. ** standout企业作用**:少数企业(如德国13家)驱动65%的生产力增长,需通过五大战略举措(如扩展技术、调整业务组合)提升影响力。 3. ** bold案例**:ASML(半导体)、SAP/Siemens(数字化)、Novo Nordisk(创新药物)等通过规模化、技术转型和生态合作推动变革。 4. **投资趋势**:2025年前三季度欧洲私募基金募资3000亿欧元(创纪录),绿地FDI较疫情前增40%,但需加速追赶美国。 5. **增长潜力**:若企业投资匹配美国水平,欧洲经济增速可翻倍,实现繁荣复兴。
欧洲如何崛起? 投资差距有多大? 谁能引领变革?
客服
商务合作
小程序
服务号
折叠