On May 30, AmCham Shanghai hosted its signature 2024 China Trends Forum at the Jing'an Shangri-La hotel. Given China's rapidly evolving business landscape amid geopolitical shifts, regulatory complexities and changing consumer preferences, the full-day forum provided key insights from leading industry experts to help businesses understand these shifting dynamics to thrive in the Chinese market.
2024年5月30日,上海美国商会在静安香格里拉酒店举办了2024中国趋势论坛。面对中国商业格局在地缘政治变动、监管挑战和消费者偏好演变中的快速发展,全天的论坛汇聚了行业翘楚的深刻洞见,助力企业洞察市场动态,在中国市场中取得成功。
Following the opening remarks by AmCham Shanghai President Eric Zheng, the first morning session featured a panel discussion moderated by Lola Woetzel, Senior Partner Emerita at McKinsey & Co, on the short-, medium-, and long-term trajectories of China's economic development. Panelists included Nan Li, Associate Professor of Finance at Shanghai Advanced Institute of Finance, Shanghai Jiao Tong University; Han Shen Lin, Assistant Professor of Practice in Finance at NYU Shanghai and Senior Advisor to The Asia Group (TAG); and Chen Long, Co-founder and Partner, Plenum. The discussion provided a balance of optimistic perspectives on China's strength in innovation and competitiveness, along with concerns about the ongoing property downturn and supply/demand imbalance.
上海美国商会会长郑艺为论坛开幕致欢迎词。随后,麦肯锡公司资深合伙人(荣休)Lola Woetzel主持了首场上午论坛,探讨了中国经济的短期、中期和长期发展轨迹。参与讨论的嘉宾包括上海交通大学上海高级金融学院副教授李楠、上海纽约大学金融学实践助理教授兼The Asia Group高级顾问林汉升,以及Plenum公司联合创始人兼合伙人陈龙。讨论中嘉宾既展现了对中国在创新和竞争力方面强大实力的乐观看法,也表达了对当前房产市场持续低迷以及供需失衡问题的担忧。
The second morning panel focused on the CEO's perspective of adapting to China's new growth paradigm, with key insights from Henry Ding, Global Senior Vice President of 3M and President of 3M China; Xiangwei Gong, Asia President and Member of Executive Committee, AptarGroup; and Simon Yang, President, Aptiv China and Asia Pacific. This panel, moderated by AmCham Shanghai President Eric Zheng, highlighted the need for business leaders to create certainty in an increasingly uncertain environment, and to redeploy resources to key high-growth sectors in order to thrive in the Chinese market.
紧随其后的第二场上午论坛,聚焦于企业高层如何适应中国新增长模式,3M中国区总裁丁泓禹、阿普塔集团亚洲区总裁龚湘伟,以及Aptiv中国和亚太区总裁杨晓明分享了他们的见解。这场论坛由上海美国商会会长郑艺主持,突出了商业领袖在不断变化的环境中构建稳定性的重要性,并强调了将资源重新配置到关键的高增长领域,以实现在中国市场的持续繁荣。
The forum then moved onto a keynote speech by Jim McGregor, Chairman, APCO Greater China, that analyzed Chinese overreach versus American underperformance in the manufacturing sector as a core dilemma in the bilateral relationship.
随后,APCO大中华区主席Jim McGregor为论坛发表主题演讲,深入剖析了中国制造业的过度扩张与美国在该领域的相对不足,指出这是美中双边关系中的一个主要难题。
To conclude the morning session, the final panel on exploring collaboration opportunities in the new era of US-China relations featured Katherine Chu, Dean, The Tianjin Juilliard School; Jeffrey Lehman, Vice Chancellor, NYU Shanghai; and Xin Li, Associate Vice Chancellor for Graduate Studies and Research, Duke Kunshan University as panelists, while Kenneth Jarrett, Senior Advisor, Albright Stonebridge Group moderated the discussion. The discussion focused on the importance of people-to-people exchanges in bridging the gap between the two countries, key challenges for increasing the number of American students studying in China, and climate change mitigation as an area ripe for increased US-China collaboration.
上午的论坛以一场探讨新时代美中关系下合作机遇的小组讨论作为压轴,天津茱莉亚学院院长Katherine Chu、上海纽约大学常务副校长雷蒙(Jeffrey Lehman),以及昆山杜克大学协理副校长(研究生院与科研)李昕作为嘉宾,由Albright Stonebridge Group高级顾问季瑞达主持讨论,着重强调了美中人文交流对于促进两国理解的重要作用,同时也探讨了吸引美国学生来华留学所面临的主要挑战,以及在应对气候变化领域进一步加强合作的重要性。
The afternoon session began with a panel discussion examining emerging industries and the implications of future technologies such as AI on business, featuring Ted Lai, Chief Digital Officer, Sanofi Greater China; Chris Tao, Chief Operating Officer, Microsoft Greater China; and Dongliang Guo, Vice President of International Business, Products and Solutions, Alibaba Cloud Intelligence. This panel was moderated by Erik Walenza, CEO of IoT ONE Inc and discussed various use cases of generative AI, potential compliance challenges and its role in improving operational efficiency.
下午的论坛首先由IoT ONE首席执行官Erik Walenza主持,讨论了新兴产业和未来技术如人工智能对商业的深远影响,赛诺菲大中华区首席数字官赖文德、微软大中华区首席运营官陶然,以及阿里云国际产品和解决方案副总裁郭东亮参与了讨论,深入探讨了生成性人工智能的多种应用场景、可能面临的合规挑战,以及它在提升运营效率方面所能发挥的关键作用。
The second afternoon panel, moderated by Richard Brubaker, Managing Director at Collective Responsibility, delved into China's green and low-carbon development initiatives. The panelists included Ellen Wu, General Manager, RESET Carbon Environment Management; Yi Yang, Vice President & Head, Global Strategy, Business Development and Venture Capital, Johnson Controls; and Steven Zhong, Lead Partner for the Sustainability Strategy & Transformation Business, PwC China. The panel discussion analyzed key trends on decarbonization and opportunities to optimize energy efficiency across the supply chain, as well as key considerations of ESG reporting for industry players.
随后,由Collective Responsibility董事总经理Richard Brubaker主持的第二场下午论坛深入探讨了中国的绿色和低碳发展计划,锐思碳管理总经理Ellen Wu、江森自控全球投资副总裁杨益,以及普华永道ESG可持续战略与转型主管合伙人钟晓扬分享了他们的洞见,深入分析了脱碳的主要趋势,探讨了在供应链各环节提升能源效率的机遇,并讨论了行业参与者在编制环境、社会责任和公司治理(ESG)报告时需要关注的核心要素。
The forum concluded with a final panel focused on China's changing regulatory landscape, moderated by Di Yao, Head of Legal, Google Shanghai. The panelists included Vincent Law, Vice President, Legal Affairs, Activision Blizard; Jay Ruan, Partner, Baker McKenzie; Tiana Zhang, Partner, Kirkland & Ellis International LLP Shanghai Office; and Yifei Zhang, Partner, Control Risks. The panelists highlighted the rapid speed of regulatory changes and discussed risk management best practices amid increasing localization trends in China.
论坛的最后环节由谷歌上海办公室法务负责人姚迪主持,聚焦于中国不断变化的监管环境,动视暴雪亚太区和中国法律副总裁Vincent Law、贝克·麦坚时国际律师事务所合伙人Jay Ruan、凯易国际律师事务所上海代表处诉讼业务合伙人张天镜,以及化险集团合伙人张一飞参与了讨论,着重指出了监管政策变化的快速性,并深入探讨了在本土化趋势不断增强的背景下,如何实施有效的风险管理最佳实践。
Attendees also enjoyed a buffet lunch and networking cocktails, providing the opportunity to network and discuss insights gained from the conference.
论坛结束后,与会者进行自由交流,分享当天会议见解。
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