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J.P. Morgan
Tech Exchange 2019
畅想零售革命的未来
时至今日,电子商务平台目前占全球购
物消费只有10%。不过,这一局势正在
快速地转变。
伴随着新零售商不断崛起,一些举世知
名的实体店铺也努力朝着电商领域迅速
转型。您知不知道沃尔玛是中国其中一
家规模最大的电商平台?Instagram也积
极转型成为零售网购平台?
I is for IoT
is for Nickel and Cobalt
is for Hydrogen
is for Range
is for Leadership
is for Subsidies
is for Ownership
for Autonomy
is for Clean Air
专题讨论嘉宾简介
Magnus Grimeland是创业公司产生器及早期风险投资公司Antler安特的创始人及首席执行官。 在2017年 他 创立安特之前,他是东南亚最大的时尚在线电商ZALORA(后被Global Fashion Group以高价收购)的 联合创始人和首席运营官,并曾在Global Fashion Group公司(德国著名的Rocket Internet集团旗下公 司)担任全球区域拓展业务总监,把其推展进超过26个国家的市场。
作为一名拥有丰富经验的领导者和首席执行官,Magnus Grimeland目前带领着安特全球超过60名员工为 位于世界各地有志向给世界带来积极改变的创业家提供实现梦想的机会。
Magnus Grimeland也是一名在欧亚地区活跃的天使投资人,投资历史包括StartupMatcher(在线工作 交 易平台), CrimsonReading(在线二手书籍交易平台),Klikr(社交),还有KGI(房地产)等小型企 业。
Magnus毕业于哈佛大学经济系,并曾在全球负盛名的麦肯锡咨询公司就职多年,专注于全球媒体创新及科
技领域的咨询。
Magnus Grimeland
安特创始人及首席执行官
Jennifer Garcia是公认的B2B和B2C营销领袖,在产品营销、客户营销、战略宣传和制定上市方案方面拥 有逾13年 的经验。
作为Instagram的兴趣产品营销主管,Garcia女士主管公司旗下三大支柱产品的上市策略:购物、发现和
IGTV,与Instagram的产品领导团队密切合作,推出新颖的产品体验,提高消费者的使用率。
加盟Instagram之前,Garcia女士曾在谷歌担任过各种营销职务,主管谷歌商务地图的产品营销和谷歌云端
的客户营销。加入谷歌之前,她在诺基亚定位与商业负责澳大利亚和新西兰的综合营销部门,也主管过芝加
哥数字地图公司NAVTEQ的企业宣传部门。她的职业生涯始于在伟达公司担任公共事务职务。
Garcia女士拥有威斯康辛大学公共事务硕士学位和阿勒格尼学院学士学位。目前Garcia女士与她的丈夫以及
两个孩子一起住在康涅狄格州韦斯特波特。
Jennifer Garcia
Instagram消费产品营销主管
陈志宇先生于2017年6月加入沃尔玛中国,现负责沃尔玛中国电子商务、市场营销以及山姆会员店会籍业务,
致力于全渠道拓展电商业务,运用数字化多渠道树立品牌形象。
在早期的职业生涯中,陈志宇先生曾在英国巴克莱银行担任外汇交易产品副总裁,先后在伦敦、香港等地任
职。而后加入阿里巴巴集团担任支付宝国际金融产品主管、全球速卖通首席商务及产品官等职务。
陈志宇先生拥有浙江大学工程专业学士学位以及英国牛津大学生物医学工程专业硕士学位。
陈志宇
沃尔玛中国电子商务及市场部高级副总裁
Glen Kacher于2010年创办Light Street。在此之前,他曾在Integral Capital Partners工作,先后任职公司 高级顾问(1998年)和董事总经理(2000年)。Integral将70%的资金投入上市公司,其余部分投资于非上
市公司。
在Integral任职期间,Kacher先生曾负责投资组合的策略开发、公司研究和交易执行。他的投资领域包括软
件、互联网、传媒、电子商务、手机硬件、个人电脑硬件、安全硬件和网络行业。他曾领导或共同领导
Integral的许多风险投资项目,其中包括Agile Software(上市,被甲骨文收购), Arcsight(上市,被惠 普收购),BlueNile(上市),Epiphany(上市,被Geac收购),Extensity(上市,被Geac收购),Fortify Software(被惠普收购),Interwoven(上市,被Autonomy收购),LogMeIn(上市),OpenTable
(上市),Overture/Goto.com(上市,被雅虎收购)。
加盟Integral之前,Kacher先生还曾在Tiger Management担任全职研究分析师 (1993至1996年)和兼职 顾问 (1996至1997年)。在Tiger任职期间, 他主要负责软件、硬件和网络行业的投资。
Kacher先生取得了斯坦福大学商学研究院MBA学位(1998年)并以优异的成绩取得了弗吉尼亚大学麦金塔
尔商学院商业学士学位(1993年)。
Glen Kacher
Light Street Capital总裁兼首席投资官
我是今年「摩根大通科智荟」的联席主席。
过去9个月,我们花了很多时间思考和计划在今年研讨会上为嘉宾和客户带来哪些
令人感兴趣的讨论主题。
不出所料,电子商务依然成为我们的首选题材,目前电商或电子平台占全球购物消
费只有10%,大部分销售仍在线下进行,因此电商的发展空间依然非常广阔。
这次我们想从完全不同的角度来探讨电商主题。
在本届研讨会上,我们的三位嘉宾分别从三个不同角度探讨了这一主题。首先是沃尔玛。
众所周知,沃尔玛是全球最大零售商。他们在传统实体店领域做得非常成功,
但鲜为人知的是,沃尔玛也是中国最大的电商平台之一,过去十年里一直致力发展电商平台,
成功实现了从传统零售企业向电商平台转型。
其次是社交媒体。今天,我们邀请了Instagram市场部主管来讨论他们的全新购物平台
Shopping on Instagram。就在十天前,脸书在其开发商大会上介绍了Shopping on Instagram,
这是一项非常令人期待的崭新发展,大多数人认为,Instagram只是一个朋友相互分享兴趣爱好的
传统社交媒体平台。很少人会知道用户目前已经可以查看好友的兴趣爱好,例如他们的穿着或饮食
喜好。
用户只需点击图片或视频, 即可直接在Instagram上购买这些产品,甚至无需离开应用程式。
便利性是驱动未来电商业务发展的一个非常成功和重要的因素,我们认为大多数客户和嘉宾应重点
关注这一点。我们也分享了另一个重要内容,在座许多客户和嘉宾都采用传统的方式经营业务。
他们了解传统广告业务,但许多人从未想过利用社交媒体进行促销。如今,我们希望Instagram能
够帮助他们通过社交媒体来实现销量增长。本场电商专题讨论会上的最后一位嘉宾来自安特。
安特是东南亚一家非常成功的孵化器和加速器公司,重点专注于电商初创企业。
安特的创始人曾经营了东南亚一家非常成功的电商平台零售网站Zalora,他们不仅能够从一个非常
独特的角度来探讨像Instagram和沃尔玛这些规模庞大的电商巨擘,还能够从规模细小的初创企业
角度来分享如何在电商领域脱颖而出、争取成功。
在本场专题研讨论会上,我获得的一个重要体会是,即使对于电商平台而言,团队和执行力依然是
最重要的制胜因素。许多人可能没有对此给予足够的关注,主要因为寻求电商创投机会的大多数客
户和嘉宾,可能过度重视创意本身,而往往忽视了这些公司的团队和创始人。
X
[1]Source: “Driving into 2025: The Future of Electric Vehicles”, J.P. Morgan Research, data as of October 10, 2018.
[2]Source: “Driving into 2025: The Future of Electric Vehicles”, J.P. Morgan Research, data as of October 10, 2018.
畅想零售革命的未来
畅想零售革命的未来
释放人工智联的
无限潜能
全民娱乐
全民娱乐
科技发展的复兴时代
Leading
Digital Bank
COMING
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SOON
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SOON
COMING
SOON
COMING
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Meet the Panelists
Jackey Chan is a Managing Director and the Investment Team Lead for China Market of J.P. Morgan Private Bank for Asia. Based in Hong Kong, she leads her team on providing portfolio management and investment advisory services for clients with a focus on absolute returns across equities, fixed income and alternative assets.
Ms. Chan joined J.P. Morgan Investment Bank in 1998 in the Foreign Exchange Department as an institutional sales person focusing on foreign exchange derivatives. Subsequently, she relocated to Singapore, New York and Hong Kong offices servicing institutional clients such as sovereign wealth funds and hedge funds on foreign exchange and equity derivatives products. She then joined J.P. Morgan Private Bank in 2012 as the Asia Head of Global Alternative Investments Group, where her responsibilities include the origination and due diligence of hedge fund, private equity, real estate and direct deal opportunities in Asia.
Ms. Chan received a Master degree in Economic Development from the Graduate School of Public Administration, International Christian University in Japan, where she was awarded a full scholarship.
Jackey Chan
Head of Investments for China
J.P. Morgan Private Bank
Gina Huang joined J.P. Morgan China in May 2018, serving as Head of Government Relations. She started her career in financial services industry at New York City since 2004. In 2009, Ms. Huang came back to China, her motherland, and joined China Banking Regulatory Commission as Head of Derivative Supervision Division. In 2012, she was appointed as Head of Secondary Market Surveillance Dept. at National Association of Financial Market Institutional Investors. From 2014 to May 2018, Ms. Huang served as Beijing Branch Manager for Bank of New York Mellon.
Ms. Huang earned her Bachelor’s degree from University of Science and Technology of China. She also holds a PHD from Columbia University, majoring in Operations Research.
Gina Huang
Head of Government Relations
J.P. Morgan China
Alexander Wolf is the Head of Investment Strategy for Asia at J.P. Morgan Private Bank. In this role, Mr. Wolf is responsible for developing and communicating the Private Bank’s view on the market, economy, and geopolitics for investors and clients in the Asia region.
Prior to joining J.P. Morgan, Mr. Wolf was the Senior Emerging Markets Economist with Aberdeen Standard Investments responsible for economic analysis and macro investing strategies covering China and global EM. Prior to this he spent ten years with the U.S. Government in roles at the State Department and Defense Department. Most recently, Mr. Wolf served as part of the diplomatic service with overseas postings to the U.S. Embassy in Beijing and the American Institute in Taiwan. His responsibilities included managing a range of economic policy issues including trade and investment negotiations, sanctions implementation, intellectual property rights protection, as well as advising senior officials on macroeconomic issues. Prior to joining the diplomatic service, Mr. Wolf was an officer at the Defense Department working on Asian security and defense policy. In addition to his government experience, Mr. Wolf has held roles at Lehman Brothers and Zhejiang University of Finance and Economics.
Mr. Wolf holds degrees in economics from Johns Hopkins University and the University of Pittsburgh and has published extensively on China’s economy, US foreign policy, and North Korea. He resides in Hong Kong and speaks and reads Mandarin Chinese.
Alexander Wolf
Head of Investment Strategy for Asia
J.P. Morgan Private Bank
Dr. Brian Gu is Vice Chairman and President of XPENG Motors, a leading electric vehicle company in China. He is responsible for XPENG’s strategy, finance, fundraising, investments and globalization efforts.
Prior to joining XPENG, Dr. Gu was a Managing Director, Chairman of Asia Pacific Investment Banking and a member of J.P. Morgan’s Global Strategic Advisory Council, and was instrumental in building J.P. Morgan’s franchise in the Asia Pacific Region. Between 1998 and 2004, Dr. Gu also served as an M&A Banker at Lehman Brothers in New York.
Dr. Gu has advised numerous global leading companies on their strategies and landmark transactions totaling over $200 billion. He currently serves as a Co-Chairman of J.P. Morgan’s Asia Pacific Council. He is a member of the Greater China Advisory Committee of Yale School of Management, as well as a Trustee of Yale China Association.
Dr. Gu holds an M.B.A. from Yale University, a Ph.D. in Biochemistry from the University of Washington Medical School, and a bachelor’s degree in Chemistry from the University of Oregon.
Dr. Brian Gu
Vice Chairman and President, XPeng Motors
As Co-Portfolio Manager of Emerging Market Themes, Simon Henry manages equity assets on behalf of his clients, focusing on investment opportunities that arise from structural changes happening in the Emerging Markets and drawing on research from Wellington Management’s global industry analysts, equity portfolio managers and team analysts.
Prior to joining Wellington Management in 2008, Mr. Henry spent five years at Russell Investment Group in London (2003–2008), where he worked as a Portfolio Analyst and then as a Currency Research Analyst on the Global Fixed Income team, both in the Investment Management and Research departments.
Mr. Henry has a master’s degree in Materials, Economics and Management from St. Anne’s College, Oxford University (2003). Additionally, he holds the Chartered Financial Analyst® designation and is a member of the CFA Institute.
Simon Henry
Managing Director and Portfolio Manager, Wellington Management
Today, the smartest device you own is probably your mobile phone. But in three to five years’ time, it’s almost certainly going to be the car that you're driving, or the car that's driving you.
Dr. Daniel Kirchert’s startup, Byton, is redesigning the whole notion of a car to create a “digital living space”.
“People are not necessarily car fans, but they love technology,” says Kirchert, Co-founder and CEO of Byton, a Nanjing-based startup that is coming to market later this year with its first product, the M-Byte. “And they see that this is a convergence of the traditional car and the tech industry.”
is for Smart
In the 1920s when Henry Ford began the replacement of horse-drawn carriages with his pioneering Model T, he wasn’t the one who made the greatest financial gains.
“The guy that made the most money was John D. Rockefeller,” explains Robert Friedland, Founder and Executive Co-chairman of Ivanhoe Mines and the Co-chairman of Clean TeQ.
“He realized that all these cars need hydrocarbons to run––and so the oil and gas business became the world's largest business.”
In today’s emerging electric revolution it is copper, nickel, and cobalt - the critical minerals for producing batteries––that are the new gasoline, and this presents some challenges. Currently, three-quarters of the world’s known cobalt reserves are in one specific location in the Democratic Republic of Congo.
However, just as violins were once solely produced in one Italian town, this looks set to change.
In addition to the expanding cobalt and nickel markets, the need to make the next generation of vehicles lightweight may also expand markets for aluminum and carbon fiber, says Dr. Brian Gu, Vice Chairman and President of XPeng, a car manufacturer based in Guangzhou that is backed by Alibaba, and launched its first model in December last year.
Is hydrogen a competing fuel to electricity? Put simply, it is not.
Both hydrogen fuel cell cars and battery-driven cars are electric cars, and as Mr. Friedland explains, “there's actually no reason why both technologies cannot co-exist.”
Rather, vehicle type will determine the most applicable option.
“The larger the vehicle, such as a bus or a train, the more the physics supports the hydrogen fuel cell,” says Friedland.
“If you're just going down to the corner to drop off the kids or pick up a dozen eggs, a chargeable battery wins every time, he says”
However, climate also plays a part. Vehicles being used in colder temperatures are better suited to hydrogen fuel cells.
So how far does the next generation of cars need to be able to travel without being charged? Dr. Kirchert’s startup offers a 520 kilometer range vehicle, in addition to an entry-level version that has a range of 400 kilometers.
“We think 520 kilometers can pretty much match most combustion engine costs,” says Dr. Kirchert. “So we believe this will be sufficient.”
Given that sophisticated analytics and tracking technology is now used in the rollout of these next-gen vehicles, it is also increasingly easy to cater to actual (versus perceived) demand.
Dr. Kirchart explains that data gathered from tier one and two Chinese cities shows that more than 80 per cent of car users travel less than 50 kilometers per day.
“So actually, it's not very meaningful to give the cars bigger batteries.”
China is currently the world leader in the rollout of electric vehicles. There were roughly two million electric vehicles sold in the previous calendar year, and more than half of those were in China.
Jinglei Cheng explains that China’s command economy has allowed a faster rollout of this new sector, and it looks set to continue leading. He is the Chairman of the China operations of Canoo, an LA-headquartered company that is focusing on next generation electric vehicles and challenging some of the assumptions related to car ownership
For the all-important charging infrastructure that accompanies these new vehicle types, the Chinese government has set targets of establishing around five million charging poles by 2020.
Many electric car makers enjoyed subsidies of up to 80,000 RMB per car under a previous initiative from the Chinese government, which had the effect of building up the budding sector. Today, the subsidy after the cut will be about 23,000 RMB - a substantial reduction.
While this is in many ways a setback for the industry, Dr. Gu believes the ultimate result will be higher quality vehicles.
“It gets rid of the layer of low-end manufacturers who actually produce lower-priced vehicles, purely designed to collect the subsidies.”
Given the significant initial outlay of purchasing a car, young people are increasingly looking towards alternatives. The rise of companies like Uber and Didi have offered relatively cost-effective transport solutions, but the innovation surely won’t stop there.
“A typical American car spends 96% of its time just sitting there dead,” says Mr. Friedland.
“I’m really fascinated by these new models of leasing a car for a short period of time.”
Will we still drive cars in the future?
Analytics from Dr. Gu’s XPeng cars have shown that more than 50 per cent of his customers are using the auto parking functions available in the car, and the rate continues to grow.
To go fully autonomous, Dr. Gu says that the major differentiator of future vehicle producers will be the ability to fuse diverse data sets.
“We actually utilize both camera and radar sensors,” he says. “It is vital that the car can work within real daily driving scenarios within China.”
Mr. Friedland looks forward to a bold new future where machine learning will anticipate our need to be transported.
“I’m sure we'll have a little microchip in our tooth and when you need a car, it'll hear you talk about it and a car will appear.”
The health ramifications of air pollution are increasingly apparent. Apart from the exciting disruptive elements of the emerging sector, perhaps the greatest benefit of electric vehicles is the change they can produce within our cities -- and in our atmosphere.
“Most of the world's cities have really toxic air,” says Mr. Cheng. “These sub-2.5-micron particles from the internal combustion engine are toxic to you and your kids’ health.”
These tiny particles have now been clearly identified as contributors to heart disease, cancer, asthma - and perhaps also dementia.
Fortunately, a new era is emerging.
A New Drive
The way we move ourselves is going to change fundamentally in the coming decades. In this video Virginia Fang, Managing Director at J.P. Morgan Private Bank, shares her key takeaways from this popular panel discussion, ranging from electric vehicles to the resources that fuel them.
Virginia Fang
Managing Director
J.P. Morgan Private Bank
Audio Description
View Transcript
Close Transcript
A New Drive - Transcript
[Music]
Virginia Fang: How the automotive industry, a 3.5 trillion industry, is undergoing a radical transformation.
China is and will lead the way, and it is expected that by 2025 China's EV penetration will be up to, or close to 20 percent.
The panel addressed several points as to why China is going to be leading the EV market penetration.
One obviously is the strong policy commitment, so even though they announced recent subsidy cuts, the panellists felt that the subsidy cuts were positive for the industry as it favours the middle segment versus the lower tier segment.
The second point that the panellists addressed was the strong consumer demand from the generation born in the '90s.
The panellists mentioned that they're not only tech savvy, they're open to change and not afraid to adopt new idea.
This generation's are also converging with their US and European counterparts, and the panellists also mentioned that this generation is looking to the car almost as a smart device.
Another point that the panellists pointed out was that despite technological advances in battery range and density China is already able to produce EVs with a range of up to 600 kilometres, which is competitive to the traditional cars manufactured today.
And finally with the EV revolution here to stay copper, cobalt and nickel is the new oil of EV cars.
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The Future is Electric
The Future is Electric
In just the next five years, up to 30 per cent of all global vehicle sales are forecast to be electric and hybrid electric vehicles[1], with China accounting for a staggering 55 per cent of sales[2] .
Investors are seeing the opportunities, governments are showing support, and battery costs are falling. But as demand continues to grow, what are the roadblocks on the horizon? This panel discussion at the 2019 J.P. Morgan Tech Exchange brought together four leading innovators in the emerging electric vehicle industry.
Here’s our alphabet for the next generation of vehicles.
A Technology Renaissance
Unpacking the Technological
Cold War
The Future is Electirc
Adapting to an A.I. Future
Artificial Intelligence of
Things (AIoT)
Protecting Your Data
The Display of the Future
The Retail Revolution
HealthTech
Video in Demand 24/7
A Global Entrepreneur’s
Journey
The Leading Digital Bank
安特是一家创业公司产生器和早期风险投资公司,主力为崭露头角的创业家匹配融资和人脉
资源,该公司的创始人Magnus Grimeland也受到Shopee、Lazada、Tokopedia、Go-Jek 和Grab等公司的启发。
他指出:「我相信东南亚地区当前最大的商机就在电子商务领域。」
「过去7个月里,我们在东南亚成立了30家公司,其中40%与电子商务市场有关。」
在年轻人群的力量以及新一代「发愤图强」、「坚忍不拔」企业家的推动下,电子商务变革
正在以惊人的速度推进。
毫无疑问,不少挑战也会随之而来。Grimeland讲述了一个例子:一间仓促建设的仓库虽然
拥有处理数百万张产品订单的潜力,可是唯一的问题是没有通往这座仓库的道路。
「有时候当您成立一家科技公司时,实际上您先要花上一个周末来修路,」他说。
亚洲电子商务格局
除了积极扩大数字销售规模可以带来显著的
商业优势,零售商还发现分析顾客在线活动
所得的数据蕴藏着巨大价值。
过去传统零售商只能
在人们结账的时候
才能看到交易
陈志宇
电子商务及市场部高级副总裁
沃尔玛中国
数据先行
人工智能的未来
「过去,传统零售商只能在人们结账时才能看到交易数据,」陈志宇说。
零售商以往根本无法得知顾客曾经浏览的产品,而且也难以把交易数据与高度复杂的人类购物行为联
系起来。
目前,电子商务供应商可以利用崭新的分析工具,协助厂商制定新产品的开发和推出策略。线上产品
销售商掌握了这些情报后,就成为了客户眼中富有经验的合作伙伴。
「我们可能会测试一些新想法、新产品,」陈志宇说,「过程当中也许会经历失败——但失败乃成功
之母,我们可以从中吸取经验和教训,通过图表分析,重新制定策略和方向。
While there is a lot to be wary of, we can take some comfort in knowing that certain governments are giving serious consideration to the protection of personal data.
We need to move beyond the idea of cybersecurity as a solid end state
Jennifer DeTrani
General Counsel/EVP
Nisos Inc.
While it’s easy to get excited about the potential for AI, it is important to remember that given data is the key ingredient, security and responsibility are also vital.
Today without trust, you don't have any business.
Alain Crozier
Corporate Vice President, Chairman and Chief Executive Officer of Microsoft (China)
Greater China Region
Preparation and planning
With data comes responsibility
企业现在不需要
聘请一支阵容庞大的
数据科学家或专家团队
Magnus Grimeland
创始人及首席执行官
安特
电商市场的未来发展趋势走向何方?
显而易见,人工智能和机器学习对电子商务的未来将会日益重要,市场上不少崭新的应
用程式已经悄悄涌现。
Magnus Grimeland一直致力参与多家创新企业的发展,包括一家使用人工智能技术
优化牲畜饲料的农业技术公司、一家使用人工智能技术改进基础设施维护的太空科技
公司,以及由Instagram内部运作一个根据用户外表提供定制产品的美容产品部门。
Grimeland说:「企业现在不需要聘请一支阵容庞大的数据科学家或专家团队,这实在
令人啧啧称奇」。他指出,像亚马逊、微软、谷歌、腾讯和阿里巴巴这些龙头公司都设
有线上支持服务,可以「非常快速解决问题,为企业和消费者创造巨大价值。」
与此同时,您也可以考虑选用规模较小的服务供应商。
「我们与企业孵化器合作,」陈志宇说,「这些高新技术创业服务中心经常提出大胆创
新的解决方案,但却往往难以找到愿意把问题交给他们解决的公司。」
畅想零售革命的未来
杨光磊
另类投资部亚洲区主管
摩根大通私人银行
Adapting to
an AI Future
Adapting to
an AI Future
繁體中文
English
简体中文
畅想零售革命的未来
时至今日,电子商务平台目前占全球购物
消费只有10%。不过,这一局势正在快速
地转变。
伴随着新零售商不断崛起,一些举世知名
的实体店铺也努力朝着电商领域迅速转
型。您知不知道沃尔玛是中国其中一家规
模最大的电商平台?Instagram也积极转
型成为零售网购平台?
杨光磊
另类投资部亚洲区主管
摩根大通私人银行
语音描述
阅读文字版
关闭文字版本
A New Drive - Transcript
[Music]
Virginia Fang: How the automotive industry, a 3.5 trillion industry, is undergoing a radical transformation.
China is and will lead the way, and it is expected that by 2025 China's EV penetration will be up to, or close to 20 percent.
The panel addressed several points as to why China is going to be leading the EV market penetration.
One obviously is the strong policy commitment, so even though they announced recent subsidy cuts, the panellists felt that the subsidy cuts were positive for the industry as it favours the middle segment versus the lower tier segment.
The second point that the panellists addressed was the strong consumer demand from the generation born in the '90s.
The panellists mentioned that they're not only tech savvy, they're open to change and not afraid to adopt new idea.
This generation's are also converging with their US and European counterparts, and the panellists also mentioned that this generation is looking to the car almost as a smart device.
Another point that the panellists pointed out was that despite technological advances in battery range and density China is already able to produce EVs with a range of up to 600 kilometres, which is competitive to the traditional cars manufactured today.
And finally with the EV revolution here to stay copper, cobalt and nickel is the new oil of EV cars.
X
Meet the Panelists
As Co-Portfolio Manager of Emerging Market Themes, Simon Henry manages equity assets on behalf of his clients, focusing on investment opportunities that arise from structural changes happening in the Emerging Markets and drawing on research from Wellington Management’s global industry analysts, equity portfolio managers and team analysts.
Prior to joining Wellington Management in 2008, Mr. Henry spent five years at Russell Investment Group in London (2003–2008), where he worked as a Portfolio Analyst and then as a Currency Research Analyst on the Global Fixed Income team, both in the Investment Management and Research departments.
Mr. Henry has a master’s degree in Materials, Economics and Management from St. Anne’s College, Oxford University (2003). Additionally, he holds the Chartered Financial Analyst® designation and is a member of the CFA Institute.
Simon Henry
Managing Director and Portfolio Manager, Wellington Management
Dr. Brian Gu is Vice Chairman and President of XPENG Motors, a leading electric vehicle company in China. He is responsible for XPENG’s strategy, finance, fundraising, investments and globalization efforts.
Prior to joining XPENG, Dr. Gu was a Managing Director, Chairman of Asia Pacific Investment Banking and a member of J.P. Morgan’s Global Strategic Advisory Council, and was instrumental in building J.P. Morgan’s franchise in the Asia Pacific Region. Between 1998 and 2004, Dr. Gu also served as an M&A Banker at Lehman Brothers in New York.
Dr. Gu has advised numerous global leading companies on their strategies and landmark transactions totaling over $200 billion. He currently serves as a Co-Chairman of J.P. Morgan’s Asia Pacific Council. He is a member of the Greater China Advisory Committee of Yale School of Management, as well as a Trustee of Yale China Association.
Dr. Gu holds an M.B.A. from Yale University, a Ph.D. in Biochemistry from the University of Washington Medical School, and a bachelor’s degree in Chemistry from the University of Oregon.
Dr. Brian Gu
Vice Chairman and President, XPeng Motors
For more than 25 years, international financier Robert Friedland has been recognized by leaders of the international financial sector and mineral resource industries as an entrepreneurial explorer, technology innovator and company builder. Mr. Friedland has successfully developed a portfolio of respected public and private companies whose initiatives have led to several of the world’s most significant mineral discoveries and mine developments, applications of disruptive technologies and contributions to significant economic growth in established and emerging markets in Asia, the Asia Pacific Region, Sub-Saharan Africa and the Americas.
Mr. Friedland’s enterprise and leadership gained prominent, industry recognition in January 2016 when he was inducted into the prestigious Canadian Mining Hall of Fame. The citation acknowledged his company-building and exploration achievements, honouring him as “a dynamic, transformative force in the Canadian and international mining industries” and “one of the most recognized mining personalities and achievers in the world”. Mr. Friedland said at the ceremony that he shared the honour with several teams of dedicated individuals whose efforts with his companies during the past 30 years had contributed to a series of notable discoveries and new mines. Housed at the University of Toronto, the Hall of Fame is featured in the Treasures from Earth galleries at the Royal Ontario Museum, Toronto.
In April 2017, the Northern Miner, the century-old flagship of Canada’s leading mining-industry media group, announced that Mr. Friedland would receive a Lifetime Achievement Award at the Canadian Mining Symposium held at Canada House in London, England. This followed the U.K-based Mining Journal’s successive rankings of Mr. Friedland in 2016 and 2015 as one of the Top 20 Most Influential People shaping the future of the world of mining, declaring him “the undisputed king of junior development.” Also in 2016, Canada’s Financial Post magazine named Mr. Friedland one of 25 members of its inaugural Power List — termed “the biggest, buzziest and most influential movers and shakers in Canada and beyond”.
He graduated from Reed College with an undergraduate degree in Political Science.
Robert Friedland
Founder and Chairman, Ivanhoe Capital Corporation, Co-Chairman, Clean TeQ
Jinglei (Ramon) Cheng is currently Chairman and a Member of the Board of China Operation, CANOO and Partner and President AGRC (PE Fund).
Prior to this Mr. Cheng had a long and distinguished career at SAICMOTOR where he held positions including Chief Technology Officer responsible for strategy, technology, IT and Big Data, Chairman of SAICMOTOR VC and Innovation Center in Silicon Valley and Chairman of Dalian Sunrise Power. Mr. Cheng started his career with Volkswagen where he was Division Manager across multiple departments.
Jinglei (Ramon) Cheng
Member of Board and Chairman of China Operation, CANOO
亚洲电子商务格局
The estimated cost to the U.S. economy of malicious cyber activity in 2016[1]
US$110 billion
亚洲地区一如既往地处于电子商务变革的前沿。随着使用手机上网购物和
获取服务为消费者带来了极大便捷和广度,中国网上零售交易已经占整体
交易的20%。
不过,中国并非唯一一个或将迎来电商热潮的地方。
The estimated cost to the US economy of malicious cyber activity in 2018
US$110 billion
The estimated cost to the US economy of malicious cyber activity in 2018
US$110 billion
时至今日,市面上绝大多数产品依然通过实体店铺买卖。电子商务目前占全球购物总量的10%左右,不过,
这一局势正在快速地转变。
随着年轻人的消费行为模式逐渐塑造全球市场的发展轨迹,社交媒体空间开始发展成为大大小小零售商的主
战场。
到底是什么因素驱使线上销售额占比从10%提高到20%?哪些重大创新项目正在孕育当中?哪些国家正在引
领这一场变革?
本文取材于2019年摩根大通科智荟上其中一场专家研讨会。
Read these three figures; they are thought-provoking:
Most people associate cybersecurity with software packages on their personal computers, but in our increasingly interconnected digital environment, the scope is in fact far broader. This article is based on insights shared at a panel discussion at the 2019 J.P. Morgan Tech Exchange, and aims to shed light on the new technologies driving cybersecurity, the new initiatives being used to tackle threats, and the investment opportunities that are flowing from this booming sector.
陈志宇是沃尔玛中国高级副总裁,主要负责
山姆会员店和沃尔玛中国国内集客和推播式
电子商务的营销业务。
沃尔玛品牌的实体店铺产品和服务规模庞大
而闻名于世,身为该公司的一份子,陈志宇
喜见公司线上业务持续增长并对前景感到乐
观。
他说:「我们的确看到线上业务的增长步伐
正在不断加速,我们希望可以充分抓紧这一
波电商浪潮。」
引人瞩目的线上大迁移
陈志宇表示:「我认为实体店铺购物几乎将完全转移到线上销售,」 他还预测「全渠道购物体
验」势将出现。对他而言,思想创新不一定是取得成功的主要途径。
「关键重点不在于企业提出新构想的速度,」他说,「而是在于能够快速实现并大规模实践扩张
的能力。」
购物几乎将完全
转移到线上
陈志宇
电子商务及市场部高级副总裁
沃尔玛中国
毋容置疑,销售产品与刺激客户需求需要采取两种截然不同的策略。
Jennifer Garcia 是Instagram的消费产品营销主管。作为社交媒体平台,
Instagram现正努力朝着成为主要电商服务平台转型。
「Instagram致力争取成为商业领域的模楷,为此我们必须积极努力打造自身的应用程式成为用
户心目中的购物网站,」她说。
「过去,用户主要使用我们的应用程式来寻找产品,但不一定有购物意慾。」
Instagram具备一个有利的关键因素,它拥有介于7-22岁Z世代的关注。这个年龄层人口正在不
断增长,市场营销人员正在密切关注Z世代的特殊上网行为。
「第一,网红就是他们的榜样,」Garcia表示。
「第二:个性化至上;第三:手机已经成为他们生活中的必需品。」
Instagram是一款主要基于手机的应用程式,使用机器学习推送个性化内容,提供更加多元化的
用户体验,因此有着可充分利用这个年龄层人口的独特优势。
「在我们的平台上,人与人之间可以紧密地无缝联系,」Garcia表示,「除了朋友和家人,用户
更可以与一众活跃于我们平台上的名人、网红以及非主流创作者交流和接触。」
适应Z世代
[1]Source: The Cost of Malicious Cyber Activity to the U.S. Economy, The Council of Economic Advisers, February 2019.
[2]Source: Global Market Insights, Inc. Data as of January 2019.
[3]Source: Strategic Cyber Ventures, January 16, 2019.
购物几乎将完全
转移到线上
陈志宇
电子商务及市场部高级副总裁
沃尔玛中国
引人瞩目的线上大迁移
But what was perhaps more surprising is that many may not realize, but the greatest risk to your cyber security may actually be in your hands.
Hannah Qiu is Co-General Manager of OneConnect Smart Technologies (a Ping An subsidiary). In her view, the cybersecurity of our mobile phones is currently “relatively amateur. “
Given the prevalence of smartphones in our lives today– and the plethora of applications–it should be no surprise that they are a target for hackers.
In China, where mobile payments were widespread well before they were in the West, the implications can be huge.
“If someone can hack into your mobile accounts, they can transfer small amounts of money for a long time without people noticing,“ she says.
Furthermore, attackers are becoming more and more savvy even as security technology appears to improve.
“We see people actually using AI to fake someone's face, to attack the software,“ she says.
Peter Alexander shares Qiu’s concerns.
“There is a huge relaxedness about mobile security,“ he says. “Clearly, mobile security is going to go from one on the scale to eight or ten on the scale, and it's going to happen really soon.“
And the reality is that everyone is at risk. Alexander pointed out that even some of the largest names in the industry, with large IT spends and sophisticated cybersecurity have had their phones hacked.
适应Z世代
XXXX
Hannah Qiu
Co-General Manager
Ping An OneConnect
你不需要聘请一个
庞大的数据科学家或
专家团队
Magnus Grimeland
创始人及首席执行官
安特
繁體中文
English
简体中文
科技发展的
复兴时代
科技冷战
运力未來
即將推出
即將推出
迎接未来的
人工智能世界
即將推出
即將推出
智造柔性魅力
即將推出
即將推出
网络安全马拉松
刚刚正式展开
即將推出
即將推出
语音描述
阅读文字版
But what was perhaps more surprising is that many may not realize, but the greatest risk to your cyber security may actually be in your hands.
Hannah Qiu is Co-General Manager of OneConnect Smart Technologies (a Ping An subsidiary). In her view, the cybersecurity of our mobile phones is currently “relatively amateur. “
Given the prevalence of smartphones in our lives today– and the plethora of applications–it should be no surprise that they are a target for hackers.
In China, where mobile payments were widespread well before they were in the West, the implications can be huge.
“If someone can hack into your mobile accounts, they can transfer small amounts of money for a long time without people noticing,“ she says.
Furthermore, attackers are becoming more and more savvy even as security technology appears to improve.
“We see people actually using AI to fake someone's face, to attack the software,“ she says.
Peter Alexander shares Qiu’s concerns.
“There is a huge relaxedness about mobile security,“ he says. “Clearly, mobile security is going to go from one on the scale to eight or ten on the scale, and it's going to happen really soon.“
And the reality is that everyone is at risk.
“Jeff Bezos runs the largest cloud service in the world and he’s got a zillion dollars in IT spending and cybersecurity,“ says Alexander. “But his phone wasn't secure.“
So what does protection look like?
A fundamental element is password management, says Alexander. Too many people have passwords that are very simple to predict.
“People need to come up with some personal methodology of building passwords,“ he says. “You can’t have the same password for everything.“
Beyond this, the arrival of blockchain technology may also provide a more powerful tool. In this scenario, the entirety of our personal data could live within a personal blockchain.
Another tip on cyber-protection is to be mindful about the information you provide.
As Jennifer DeTrani stresses, everyday retailers don’t have automatic rights to collect personal details such as your email address or date of birth.
“That's not something I'm willing to trade off to get a free punch card for an extra frozen yogurt.“
科技发展的复兴时代
科技冷战
运力未来
迎接未来的人工智能世界
智造柔性魅力
网络安全马拉松刚刚正式展开
畅想零售革命的未来
释放人工智联的无限潜能
全民娱乐
全民娱乐
当代全球化企业家
科技赋能未来银行
