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毕马威(KPMG):2025年中国首席执行官(CEO)展望报告(中译版)(38页).pdf

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1、 2024 毕马威华振会计师事务所(特殊普通合伙)中国合伙制会计师事务所,毕马威企业咨询(中国)有限公司 中国有限责任公司,毕马威会计师事务所 澳门特别行政区合伙制事务所,及毕马威会计师事务所 香港特别行政区合伙制事务所,均是与毕马威国际有限公司(英国私营担保有限公司)相关联的独立成员所全球组织中的成员。版权所有,不得转载。在中国印刷。2025 ChinaCEO OutlookKPMG.Make the D 20262025 China CEO OutlookAs the 14th Five Year Plan draws to a close in 2025 and the transiti

2、on to the 15th begins,we are seeing the next stage of Chinas development start to take shape.At the same time,the global economy is searching for direction amid considerable change.Geopolitical tensions and protectionist policies continue to add to market volatility,while technological innovation an

3、d the energy transition are fundamentally reshaping the business landscape.For Chinese enterprises,this means a mix of challenges and opportunities.Over the past year,we at KPMG have spent a lot of time talking with business leaders hearing how theyre reading these changes,whats topping their agenda

4、s,and how theyre responding.One theme thats really stood out this year is the growing gap between what we see at the macroeconomic level and how things feel on the ground for individual companies.Even with global growth slowing and external risks on the rise,Chinas economy has shown real resiliencee

5、nough to give many business leaders confidence in the countrys long-term direction.But theres no denying that tougher domestic competition and a more complicated external environment are making it harder to deliver growth.Thats prompting management teams to take a hard look at their strategies,leade

6、rship,and how they execute.Business leaders need to possess both the capacity for systemic,long-term planning and the flexibility to respond to short-term uncertainties.Were seeing many companies double down on productivity and differentiation in the short term,while still keeping an eye on the futu

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1. **经济信心分化**:54%中国CEO对2025年中国经济短期增长信心增强(+9pp),但仅31%看好全球经济;中期中国经济信心达88%(+17pp),全球信心降至58%(-13pp)。 2. **竞争压力**:51%CEO认为市场竞争加剧是首要挑战,新兴技术(如AI)影响占比升至22%;传统行业(如房地产43%)收入预期承压。 3. **战略转型**:52%CEO将“发展新质生产力”列为首要任务,成本控制占比降至39%;AI投资预算占比超10%的预期达83%,86%CEO预计3年内回本。 4. **全球化深化**:35%暂缓海外扩张但关注市场,技术/能源行业海外布局比例达50%/56%;新兴市场(东南亚、中东)吸引力上升。 5. **ESG加速**:49%企业推进低碳转型(+14pp),76%视ESG为可持续发展驱动力,AI被76%CEO视为提升资源效率的关键工具。
**AI如何重塑竞争?** **出海战略新趋势?** **ESG如何创价值?**
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