11ÔÂ1ÈÕÏÂÖ磬²«ÌìÌÃbtt¹ÙÍø¿µ½¡¼¯ÍÅÊ×ϯִÐй١¢²«ÌìÌÃbtt¹ÙÍø¿µ½¡¿Æ¼¼¼¯ÍÅ£¨002219£©¶Ê³¤ÁÖÑîÁÖÊÜÑû³öϯÃÀ¹úÒøÐУ¨Bank of America£©2023ÄêͶ×Ê·å»á²¢·¢Ñݳö½²£¬ÓëÀ´×ÔÈ«Çò¸÷µØµÄÉ̽羫ӢºÍͶ×ÊÕßÉîÈ뽻ʢÐÐÒµÉú³¤Ç÷ÊÆ¡£
ÃÀ¹úÒøÐÐÑÇÌ«Çø×ܲÃJin Su £¬¿ÆÎĶٹ«¹²Õþ²ßʵ¼ùС×é¸ß¼¶ÕÕÁÏ¡¢Ç°ÃÀ¹úפÉϺ£×ÜÁìÊÂÌ·É£¨Sean B. Stein£©£¬ÖйúÅ·ÃËÉÌ»áǰ»á³¤ÎéµÂ¿Ë£¨Joerg Wuttke£©£¬ÃÀ¹úǰ²ÎÒéÔ±¡¢×¤»ª´óʹ±«¿¨Ë¹£¨Max Baucu£©£¬RealLiÑо¿»ú¹¹Ê×´´È˼æCEOÄ«¿Â£¨Ke Mo£©£¬°¢ÃÀΣº¦Í¶×ʶÊÂ×Ü˾ÀíScott Cai£¬´ïÌ©×ÊÔ´ÍŽáÊ×´´ÈË¡¢¹ÜÀíºÏ×ÊÈËÒ¶ÎÀ¸Õ£¨Greg Ye£©µÈ³öϯÄê»á¡£ÃÀ¹úÒøÐÐÑÇÌ«Çø×ܲÃJin SuÖ½Ӵý´Ê²¢Ö÷³ÖÂÛ̳¡£
ÔÚÌâΪ¡¶ÖйúÒ½ÁÆ·þÎñÊ®´óÌôÕ½Óëʱ»ú¡·µÄÖ÷ÌâÑݽ²ÖУ¬ÁÖÑîÁÖ»®·Ö´ÓÒÔÏÂÊ®·½ÃæÏêϸÆÊÎöÁËÖйúÒ½ÁÆ·þÎñÃæÁÙµÄÌôÕ½ºÍʱ»ú£º
ʱ»úºÍÌôÕ½
Challenges & Opportunities
1.ÀÏÁ仯Àú³Ì¼ÓËÙÓëÒ½ÁÆ·þÎñÐèÇóÔöÌí
2.Ò½ÁÆÉú²ú¹ØÏµË¢ÐÂÖͺóÓëÉú²úÁ¦ÁìÅÜÉú³¤
3.Éç»á°ìÒ½Éú³¤Óë´óÐÍÒ½ÁƼ¯Í޵Éú
4.Ò½±£Ö§¸¶·½·¨Ë¢ÐÂÓëÉÌÒµ°ü¹ÜÉú³¤
5.Ò½ÁÆ·´¸¯ÓëÒ½ÁÆ×ÊÔ´Êг¡»¯ÉèÖÃ
6.¹«Á¢Ò½ÔºÀ©ÕÅÓëÒ½ÁƼ¯ÍÅÍ·²¿Ð§Ó¦ÔöÇ¿
7.¼¯ÖвɹºÓëÒ½Ôº¾«Òæ¹ÜÀí
8.Éú³ÝÉúÓýÂÊϽµÓëÒ½Ôº½á¹¹µ÷½â
9.Ò½ÁÆÐÐÒµ¹«ÒæÐÔÓëÒ½ÁÆÄ±»®Êг¡»¯
10.ºê¹Û¾¼ÃÓëÒ½ÁÆ»ú¹¹×ªÐÍÉú³¤
ÁÖÑîÁÖ˵£¬×èÖ¹2022Äêµ×£¬ÎÒ¹ú60ÖÜËê¼°ÒÔÉÏÍíÄêÉú³Ý´ï2.8ÒÚÈË£¬Õ¼×ÜÉú³ÝµÄ19.8%£¬ÊÇÏÖÔÚÌìÏÂÉÏÍíÄêÉú³ÝÊýÄ¿×î¶àµÄ¹ú¼Ò£»µ½2050Ä꣬ÎÒ¹ú60Ëê¼°ÒÔÉÏÍíÄêÉú³Ý¹æÄ£½«Áè¼Ý5ÒÚÈË£¬Õ¼±È½«µÖ´ï38.81£¥£¬½øÈëÖØ¶ÈÀÏÁ仯Éç»á¡£ÍíÄêÉú³Ý¹æÄ£´óÇÒÀÏÁ仯Àú³ÌËÙÂʿ죬ÊÇÎÒ¹úµÄ»ù±¾¹úÇéºÍÒ½ÁÆ·þÎñÃæÁÙµÄÖ÷ÒªÌôÕ½£¬Ò²ÎªÒ½ÁÆ·þÎñµÄÉú³¤ÌṩÁËÖ÷Ҫʱ»ú¡£Ò½ÁƺÍÑøÀÏÏàÍŽáµÄÐÂÐÍÒ½ÑøÍŽᣬ½«³ÉΪÀÏÁ仯ʱ´ú×îÖª×㻼ÕßÐèÇóµÄ»ú¹¹ÀàÐÍ¡£
½üÄêÀ´£¬Ëæ×ÅÒ½ÁÆ·þÎñÐÐÒµµÄ¼ÓËÙÕûºÏ£¬×ʽð¡¢×ÊÔ´¡¢Õþ²ßºÍÈ˲Ŷ¼½«ÏòÍ·²¿Ò½ÁƼ¯Íż¯ÖУ¬¾ß±¸¹æÄ£¡¢Ä±»®Ð§ÂʺÍÒ½Áƹ¤ÒµÁ´µÈÓÅÊÆµÄÍòÄÜÐÍÒ½ÁƼ¯ÍŽ«³ÉΪƫÏò¡£ÔÚ×ðÖØÐÐÒµ¹«ÒæÐÔ»ù´¡ÉÏ£¬Ô½·¢×¢ÖØÆóÒµ¹ÜÀíÊôÐÔºÍϸÄ廯ı»®£¬Ò½ÁƼ¯ÍŵÄÊг¡»¯Ä±»®ÓÅÊÆ½«Öð½¥·ºÆð¡£Í¨¹ýÍÆ½øÓëÉÌÒµ°ü¹ÜµÄÐͬÉú³¤¡¢¹¹½¨“Ò½ÁÆ+°ü¹Ü”µÄ¹ÜÀíʽҽÁÆÄ£Ê½£¬Æ¾Ö¤µØ·½¾¼ÃÉú³¤×´Ì¬ºÍÉú³ÝÉú³¤Ç÷ÊÆ¡¢Óëʱ¾ã½ø¿ªÕ¹Ò½ÔºÑ§¿ÆºÍÇøÓò½á¹¹µÄµ÷½â£¬Ò½ÁƼ¯ÍޫӮµÃÒ»Á¬¾ºÕùÁ¦ºÍÉú³¤»îÁ¦¡£
ÁÖÑîÁÖÏÈÈÝ£¬²«ÌìÌÃbtt¹ÙÍø¿µ½¡¼¯ÍÅÊǺ£ÄÚÒ½ÁÆ¿µ½¡ÁìÓòµÄË¢ÐÂÕß¡¢Á¢ÒìÕߺÍÒýÁìÕß¡£¼¯ÍÅÖÂÁ¦ÓÚ·þÎñ¹ú¼ÒÓ¦¶ÔÉú³ÝÀÏÁ仯սÂÔ£¬Æð¾¢Îª¿µ½¡Öйú½¨ÉèºÍÖйúʽÏÖ´ú»¯Ìṩ²«ÌìÌÃbtt¹ÙÍøÊµ¼ù£¬ÒÔÒ½ÁÆ·þÎñΪ¼¯ÍÅÉú³¤ÒýÇæÓ빤ҵÈë¿Ú£¬¹¹½¨ÁËÒ½ÁƼ¯ÍÅ¡¢¿µÑø¼¯ÍÅ¡¢Ò½Ò©¼¯ÍźͰü¹Ü¹«Ë¾“ËÄλһÌ唿µ½¡¹¤ÒµÃûÌã¬ÐγÉÁýÕÖÌì϶þÊ®¸öÊ¡·Ý¡¢´²Î»×ÜÊýµÖ´ï3ÍòÕŵÄÒ½ÁÆ¿µ½¡¹¤Òµ¼¯ÍÅ¡£
»ùÓÚ“ËÄλһÌ唿µ½¡¹¤Òµ½á¹¹£¬²«ÌìÌÃbtt¹ÙÍø¿µ½¡¼¯ÍÅÍÆ¶¯ÐÂÐÍÒ½ÑøÏµÍ³Óë°ü¹ÜµÄÉî¶ÈÈںϺÍÁ¢ÒìÉú³¤£¬Æð¾¢¹¹½¨ÓÐÖйúÌØÉ«µÄ¹ÜÀíʽҽÁÆ¡£¼¯ÍÅÍÆ½ø“Ò½ÁÆ+°ü¹Ü”¡¢“¿µÑø+°ü¹Ü”Ðͬ£¬Ðγɓҽ¿µÑø±£”Ò»Á¬·þÎñ¹¤ÒµÁ´£¬ÖúÁ¦¹ú¼Ò¶àÌõÀíÉç»á°ü¹ÜϵͳµÄ½¨Éè¡£ÈÃÒ½±£»ù½ðÉÙÖ§¸¶¡¢ÀèÃñ¿´²¡¼õ¼ç¸º¡¢¿µ½¡ÑøÀÏÓÐÖ§³Ö¡¢ÑøÀÏÖ§¸¶Óаü¹Ü£¬²«ÌìÌÃbtt¹ÙÍø¿µ½¡¼¯ÍŽ«ÖÂÁ¦ÓÚÐÐÒµÉú²ú¹ØÏµÁ¢Ò죬ÌṩÀÏÁ仯ʱ´úÏÂÐÐÒµÉú²ú¹ØÏµµÄÆóҵˢÐÂÑù±¾£¬´òÔì³ö¾ßÓÐÐÐÒµÕкôÁ¦¡¢Æ·ÅÆÓ°ÏìÁ¦¡¢×îÖµµÃÐÅÈκÍ×ðÖØµÄÌìϼ¶¿µ½¡¼¯ÍÅ¡£
Ñݽ²¿¢Êºó£¬ÁÖÑîÁÖÓëÃÀÒøÖ¤È¯¶ÊÂ×Ü˾Àí¡¢´óÖлªÇøÒ½Ò©Ñо¿Ö÷¹ÜÀ£¨David Li£©¾Í“Ò½ÁÆÈ˲ŵÄÒý½øÓë×÷Óý”¡¢“Ò½ÁÆ·´¸¯¶ÔÐÐÒµµÄÓ°Ï씡¢“Ò½ÁÆÐÐÒµÕþ²ß×ßÏò”¡¢“'Ò½ÁÆ+°ü¹Ü''¿µÑø+°ü¹Ü'ģʽÔõÑùÐͬ”µÈͶ×ÊÕß¹ØÇеÄÐÐÒµÎÊÌâ¾ÙÐÐÁËÉîÈëµÄ½»Á÷»¥¶¯¡£