深度-埃森哲-报告：重塑行业以提升未来竞争力（英文）-2021.6-59页_14mb

Europe's New Dawn: Reinventing Industry for Future Competitiveness

Core Content Summary

This document outlines the strategic path for European industries to regain and enhance their competitiveness in the post-pandemic era. It emphasizes the need for a long-term vision, resilience, digital transformation, and sustainability. The report highlights the current challenges and opportunities for European companies, particularly in comparison to their U.S. and Asian counterparts, and identifies key areas where decisive action can drive growth and job creation.

Main Viewpoints

• Post-Pandemic Recovery and Competitiveness: The pandemic has exposed both the strengths and weaknesses of European industries. While they have shown resilience and leadership in sustainability, they lag behind in digital adoption compared to global peers.
• New Growth Paradigm: A new paradigm for growth leadership is emerging, centered on resilience, regionalization, industry convergence, digital acceleration, and sustainability.
• European Companies' Position: European companies are well-represented in the top segments of most industries, but they are underrepresented in the Tomorrow's Leaders group, which is expected to capture a large share of global profits.
• Key Areas for Action: To thrive in the post-pandemic world, European industries must focus on three critical areas: building ecosystems, twin transformation (combining digital and sustainability efforts), and workforce reskilling.
• Opportunities for Growth: The report identifies five high-potential cross-industry opportunities: Smart Manufacturing, Digital Health, Smart Mobility, Low-CO2 Emission Industries, and Clean Hydrogen Technologies.
• Job Creation Potential: With the right strategies and policies, Europe has the potential to create 5 million net jobs by 2030 through an accelerated twin transformation.

Key Information

Pandemic Impact and Recovery

• European industries were heavily impacted by the pandemic, but they are positioned to recover and thrive.
• 700 European business leaders are confident in their company's growth prospects over the next two years.
• Pharmaceuticals and Health sectors are the most confident, while Travel and Communications & Media are the least.
• Europe is expected to recover to pre-pandemic profit levels by mid-2022, though slower than in the U.S. and Asia.

Industry Leadership and Market Share

• European companies hold more than a quarter of leading positions in every industry except Technology and Software.
• In Automotive and Consumer Goods & Services, European firms hold over half of the top companies.
• European companies are underrepresented in Tomorrow's Leaders (29% vs. 32% globally), but they still play a significant role in driving recovery.

Digital and Sustainability Challenges

• European companies are slower in digital adoption than their global peers.
• Sustainability is increasingly becoming a key factor in business decisions, with European companies leading in this area.
• The Twin Transformation—integrating digital acceleration and sustainability—is seen as crucial for future competitiveness.

Investment and Innovation

• R&D investments are essential for innovation, and European companies are currently 24% of the top 2500 R&D spenders, contributing 28% of global R&D spending.
• Europe is losing ground to the U.S. and China in innovation, especially in the Tech sector.
• The EU aims to double the number of unicorns by 2030, with 75% of EU companies expected to use Cloud, AI, and Big Data.

Start-Up Ecosystem

• The tech start-up sector in Europe has seen over 30% growth in investment in recent years.
• By 2019, more than 43,000 funded start-ups in Europe raised over €38Bn in investment capital.
• However, start-up numbers and funding remain lower than in the U.S.

Emerging Opportunities

• Smart Manufacturing, Digital Health, and Smart Mobility are expected to grow significantly, with €536bn in combined spending by 2025.
• These domains are at the intersection of converging industries, requiring ecosystem-based business models.
• Clean Hydrogen and Low-CO2 Emission Industries are also key growth areas, especially in Energy & Utilities and Automotive.

Job Creation Outlook

• The twin transformation could create 4.4–5.7 million net jobs by 2030.
• This requires strong collaboration between public and private sectors, effective policies, and massive reskilling programs.

Conclusion

European industries are at a critical juncture, with the opportunity to lead in the post-pandemic world by leveraging their strengths in sustainability, resilience, and regionalization. To do so, they must accelerate digital transformation, innovation, and workforce development. The EU and member states must support these efforts through collaborative policies, investment in emerging technologies, and dialogue with industry leaders. With the right strategies, Europe can secure a competitive edge and drive sustainable growth and job creation.