Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nunc a leo faucibus nulla dignissim convallis. Curabitur tristique nulla sed rhoncus sodales.
J.P. Morgan
Tech Exchange 2019
暢想零售革命的未來
時至今日,電子商務平台目前佔全球購
物消費只有10%。不過,這一局勢正在
快速地轉變。
伴隨着新零售商不斷崛起,一些舉世知
名的實體店鋪也努力朝着電商領域迅速
轉型。您知不知道沃爾瑪是中國其中一
家規模最大的電商平台?Instagram也積
極轉型成為零售網購平台?
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
專題討論嘉賓簡介
Magnus Grimeland是創業公司產生器及早期風險投資公司Antler安特的創始人及行政總裁。
在2017年他創立安特之前,他是東南亞最大的時尚網上電商ZALORA(後被Global Fashion Group以高價
收購)的聯合創始人和營運總監,並曾在Global Fashion Group公司(德國著名的Rocket Internet集團旗
下公司)擔任全球區域拓展業務總監,把其推展進超過26個國家的市場。
作為一名擁有豐富經驗的領導者和行政總裁,Magnus Grimeland目前帶領着安特全球超過60名員工為位
於世界各地有志向給世界帶來積極改變的創業家提供實現夢想的機會。
Magnus Grimeland也是一名在歐亞地區活躍的天使投資人,投資歷史包括StartupMatcher(網上工作交
易平台),CrimsonReading(網上二手書籍交易平台),Klikr(社交),還有KGI(房地產)等小型企業。
Magnus畢業於哈佛大學經濟系,並曾在全球負盛名的麥肯錫諮詢公司就職多年,專注於全球媒體創新及
科技領域的諮詢。
Magnus Grimeland
安特創始人及行政總裁
Jennifer Garcia是公認的B2B和B2C營銷領袖,在產品營銷、客戶營銷、策略宣傳和制定上市方案方面擁
有逾13年的經驗。
作為Instagram的興趣產品營銷主管,Garcia女士主管公司旗下三大支柱產品的上市策略:購物、發現和
IGTV,與Instagram的產品領導團隊密切合作,推出新穎的產品體驗,提高消費者的使用率。
加盟Instagram之前,Garcia女士曾在谷歌擔任過各種營銷職務,主管谷歌商務地圖的產品營銷和谷歌雲
端的客戶營銷。加入谷歌之前,她在諾基亞定位與商業負責澳大利亞和紐西蘭的綜合營銷部門,也主管過
芝加哥數碼地圖公司NAVTEQ的企業宣傳部門。她的職業生涯始於在偉達公司擔任公共事務職務。
Garcia女士擁有威斯康辛大學公共事務碩士學位和阿勒格尼學院學士學位。目前Garcia女士與她的丈夫以
及兩個孩子一起住在康涅狄格州韋斯特波特。
Jennifer Garcia
Instagram消費產品營銷主管
陳志宇先生於2017年6月加入沃爾瑪中國,現負責沃爾瑪中國電子商務、市場營銷以及山姆會員店會籍
業務,致力於全渠道拓展電商業務,運用數位化多渠道樹立品牌形象。
在早期的職業生涯中,陳志宇先生曾在英國巴克萊銀行擔任外匯交易產品副總裁,先後在倫敦、香港等
地任職。而後加入阿里巴巴集團擔任支付寶國際金融產品主管、全球速賣通首席商務及產品官等職務。
陳志宇先生擁有浙江大學工程專業學士學位以及英國牛津大學生物醫學工程專業碩士學位。
陳志宇
沃爾瑪中國電子商務及市場部高級副總裁
Glen Kacher於2010年創辦Light Street。在此之前,他曾在Integral Capital Partners工作,先後任職公司
高級顧問(1998年)和董事總經理(2000年)。Integral將70%的資金投入上市公司,其餘部分投資於非
上市公司。
在Integral任職期間,Kacher先生曾負責投資組合的策略開發、公司研究和交易執行。他的投資領域包括
軟件、互聯網、傳媒、電子商務、手機硬件、個人電腦硬件、安全硬件和網絡行業。他曾領導或共同領導
Integral的許多風險投資項目,其中包括Agile Software(上市,被甲骨文收購),Arcsight(上市,被惠
普收購),BlueNile(上市),Epiphany(上市,被Geac收購),Extensity(上市,被Geac收購),
Fortify Software(被惠普收購),Interwoven(上市,被Autonomy收購),LogMeIn(上市),
OpenTable(上市),Overture/Goto.com(上市,被雅虎收購)。
加盟Integral之前,Kacher先生還曾在Tiger Management擔任全職研究分析師(1993至1996年)
和兼職顧問(1996至1997年)。在Tiger任職期間,他主要負責軟件、硬件和網絡行業的投資。
Kacher先生取得了史丹福大學商學研究院MBA學位(1998年)並以優異的成績取得了維吉尼亞大學麥金塔
爾商學院商業學士學位(1993年)。
Glen Kacher
Light Street Capital總裁兼投資總監
我是今年「摩根大通科智薈」的聯席主席。
過去9個月,我們花了很多時間思考和計劃在今年研討會上為嘉賓和客戶帶來哪些
令人感興趣的討論主題。
不出所料,電子商務依然成為我們的首選題材,目前電商或電子平台佔全球購物消
費只有10%,大部分銷售仍在線下進行,因此電商的發展空間依然非常廣闊。這次
我們想從完全不同的角度來探討電商主題。
在本屆研討會上,我們的三位嘉賓分別從三個不同角度探討了這一主題。首先是沃爾瑪。
眾所周知,沃爾瑪是全球最大零售商。他們在傳統實體店領域做得非常成功,
但鮮為人知的是,沃爾瑪也是中國最大的電商平台之一,過去十年裡一直致力發展
電商平台,成功實現了從傳統零售企業向電商平台轉型。
其次是社交媒體。今天,我們邀請了Instagram市場部主管來討論他們的全新購物
平台Shopping on Instagram。就在十天前,臉書在其開發商大會上介紹了
Shopping on Instagram,這是一項非常令人期待的嶄新發展,大多數人認為,
Instagram只是一個朋友相互分享興趣愛好的傳統社交媒體平台。很少人會知道
用戶目前已經可以查看好友的興趣愛好,例如他們的穿着或飲食喜好。
用户只需點擊圖片或視頻, 即可直接在Instagram上購買這些產品,甚至無需離開
應用程式。便利性是驅動未來電商業務發展的一個非常成功和重要的因素,我們認
為大多數客戶和嘉賓應重點關注這一點。我們也分享了另一個重要內容,在座許多
客戶和嘉賓都採用傳統的方式經營業務。
他們了解傳統廣告業務,但許多人從未想過利用社交媒體進行促銷。如今,我們希
望Instagram能夠幫助他們通過社交媒體來實現銷量增長。本場電商專題討論會上
的最後一位嘉賓來自安特。
安特是東南亞一家非常成功的孵化器和加速器公司,重點專注於電商初創企業。
安特的創始人曾經營了東南亞一家非常成功的電商平台零售網站Zalora,他們不僅
能夠從一個非常獨特的角度來探討像Instagram和沃爾瑪這些規模龐大的電商巨擘,
還能夠從規模細小的初創企業角度來分享如何在電商領域脫穎而出、爭取成功。
在本場專題討論會上,我獲得的一個重要體會是,即使對於電商平台而言,團隊和
執行力依然是最重要的制勝因素。許多人可能沒有對此給予足夠的關注,主要因為
尋求電商創投機會的大多數客戶和嘉賓,可能過度重視創意本身,而往往忽視了
這些公司的團隊和創始人。
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.
暢想零售革命的未來
暢想零售革命的未來
釋放人工智聯的
無限潛能
全民娛樂
全民娱乐
科技发展的复兴时代
Leading
Digital Bank
COMING
SOON
COMING
SOON
COMING
SOON
COMING
SOON
COMING
SOON
COMING
SOON
COMING
SOON
COMING
SOON
COMING
SOON
COMING
SOON
COMING
SOON
COMING
SOON
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.
X
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
安特是一家創業公司產生器和早期風險投資公司,主力為嶄露頭角的創業家匹配融資和人脈
資源,該公司的創始人Magnus Grimeland也受到Shopee、Lazada、Tokopedia、Go-Jek
和Grab等公司的啟發。
他指出:「我相信東南亞地區當前最大的商機就在電子商務領域。」
「過去7個月裡,我們在東南亞成立了30家公司,其中40%與電子商務市場有關。」
在年輕人群的力量以及新一代「發憤圖強」、「堅忍不拔」企業家的推動下,電子商務變革
正在以驚人的速度推進。
毫無疑問,不少挑戰也會隨之而來。Grimeland講述了一個例子:一間倉促建設的倉庫雖然
擁有處理數百萬張產品訂單的潛力,可是唯一的問題是沒有通往這座倉庫的道路。
「有時候當您成立一家科技公司時,實際上您先要花上一個周末來修路,」他說。
亞洲電子商務格局
除了積極擴大數位銷售規模可以帶來顯著的
商業優勢,零售商還發現分析顧客網上活動
所得的數據蘊藏着巨大價值。
過去傳統零售商
只能在人們結帳時
才能看到交易數據
陳志宇
電子商務及市場部高級副總裁
沃爾瑪中國
數據先行
人工智能的未來
「過去,傳統零售商只能在人們結帳時才能看到交易數據,」陳志宇說。
零售商以往根本無法得知顧客曾經瀏覽的產品,而且也難以把交易數據與高度複雜的人類購物行為
聯繫起來。
目前,電子商務供應商可以利用嶄新的分析工具,協助廠商制定新產品的開發和推出策略。網上產
品銷售商掌握了這些情報後,就成為了客戶眼中富有經驗的合作夥伴。
「我們可能會測試一些新想法、新產品,」陳志宇說,「過程當中也許會經歷失敗——但失敗乃成
功之母,我們可以從中吸取經驗和教訓,通過圖表分析,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
企業現在不需要
聘請一支陣容龐大的
數據科學家或專家團隊
Magnus Grimeland
創始人及行政總裁
安特
電商市場的未來發展趨勢走向何方?
顯而易見,人工智能和機器學習對電子商務的未來將會日益重要,市場上不少嶄新的
應用程式已經悄悄湧現。
Magnus Grimeland一直致力參與多家創新企業的發展,包括一家使用人工智能技術
優化牲畜飼料的農業技術公司、一家使用人工智能技術改進基礎設施維護的太空科技
公司,以及由Instagram內部運作一個根據用戶外表提供定制產品的美容產品部門。
Grimeland說:「企業現在不需要聘請一支陣容龐大的數據科學家或專家團隊,這實在
令人嘖嘖稱奇」。他指出,像亞馬遜、微軟、谷歌、騰訊和阿里巴巴這些龍頭公司都設
有網上支持服務,可以「非常快速解決問題,為企業和消費者創造巨大價值。」
與此同時,您也可以考慮選用規模較小的服務供應商。
「我們與企業孵化器合作,」陳志宇說,「這些高新技術創業服務中心經常提出大膽創
新的解決方案,但卻往往難以找到願意把問題交給他們解決的公司。」
暢想零售革命的未來
楊光磊
另類投資部亞洲區主管
摩根大通私人銀行
Adapting to
an AI Future
Adapting to
an AI Future
简体中文
English
繁體中文
暢想零售革命的未來
時至今日,電子商務平台目前佔全球購物
消費只有10%。不過,這一局勢正在快速
地轉變。
伴隨着新零售商不斷崛起,一些舉世知名
的實體店鋪也努力朝着電商領域迅速轉
型。您知不知道沃爾瑪是中國其中一家規
模最大的電商平台?Instagram也積極轉
型成為零售網購平台?
楊光磊
另類投資部亞洲區主管
摩根大通私人銀行
語音描述
閱讀文字版
關閉文字版本
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
亞洲電子商務格局
The estimated cost to the U.S. economy of malicious cyber activity in 2016[1]
US$110 billion
亞洲地區一如既往地處於電子商務變革的前沿。隨着使用手機上網購物和
獲取服務為消費者帶來了極大便捷和廣度,中國網上零售交易已經佔整體
交易量的20%。
不過,中國並非唯一一個或將迎來電商熱潮的地方。
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
時至今日,市面上絕大多數產品依然通過實體店鋪買賣。電子商務目前佔全球購物總量的10%左右,不過,
這一局勢正在快速地轉變。
隨着年輕人的消費行為模式逐漸塑造全球市場的發展軌跡,社交媒體空間開始發展成為大大小小零售商的主
戰場。
到底是什麼因素驅使網上銷售額佔比從10%提高到20%?哪些重大創新項目正在孕育當中?哪些國家正在引
領這一場變革?
本文取材於2019年摩根大通科智薈上其中一場專家研討會。
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.
陳志宇是沃爾瑪中國高級副總裁,主要負責
山姆會員店和沃爾瑪中國國內集客和推播式
電子商務的營銷業務。
沃爾瑪品牌的實體店鋪產品和服務規模龐大
而聞名於世,身為該公司的一份子,陳志宇
喜見公司網上業務持續增長並對前景感到樂
觀。
他說:「我們的確看到網上業務的增長步伐
正在不斷加速,我們希望可以充分抓緊這一
波電商浪潮。」
引人矚目的網上大遷移
陳志宇表示:「我認為實體店鋪購物幾乎將完全轉移到網上銷售,」 他還預測:「全渠道購物體
驗」勢將出現。對他而言,思想創新不一定是取得成功的主要途徑。
「關鍵重點不在於企業提出新構想的速度,」他說,「而是在於能夠快速實現並大規模實踐擴張
的能力。」
購物幾乎將完全
轉移到線上
陳志宇
電子商務及市場部高級副總裁
沃爾瑪中國
毋容置疑,銷售產品與刺激客戶需求需要採取兩種截然不同的策略。
Jennifer Garcia 是Instagram的消費產品營銷主管。作為社交媒體平台,
Instagram現正努力朝着成為主要電商服務平台轉型。
「Instagram致力爭取成為商業領域的模楷,為此我們必須積極努力打造自身的應用程式成為用
戶心目中的購物網站,」她說。
「過去,用戶主要使用我們的應用程式來尋找產品,但不一定有購物意慾。」
Instagram具備一個有利的關鍵因素,它擁有介於7-22歲Z世代的關注。這個年齡層人口正在不
斷增長,市場營銷人員正在密切關注Z世代的特殊上網行為。
「第一,網紅就是他們的榜樣,」Garcia表示。
「第二:個性化至上;第三:手機已經成為他們生活中的必需品。」
Instagram是一款主要基於手機的應用程式,使用機器學習推送個性化內容,提供更加多元化的
用戶體驗,因此有着可充分利用這個年齡層人口的獨特優勢。
「在我們的平台上,人與人之間可以緊密地無縫聯繫,」Garcia表示,「除了朋友和家人,用戶
更可以與一眾活躍於我們平台上的名人、網紅以及非主流創作者交流和接觸。」
適應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.
購物幾乎將完全
轉移到線上
陳志宇
電子商務及市場部高級副總裁
沃爾瑪中國
引人矚目的網上大遷移
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.
適應Z世代
XXXX
Hannah Qiu
Co-General Manager
Ping An OneConnect
你不需要聘請一個
龐大的數據科學家或
專家團隊
Magnus Grimeland
創始人及行政總裁
安特
简体中文
English
繁體中文
科技發展的
復興時代
科技冷戰
運力未來
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
網絡安全馬拉松
剛剛正式展開
即將推出
即將推出
語音描述
閱讀文字版
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.“
科技發展的復興時代
科技冷戰
運力未來
迎接未來的人工智能世界
智造柔性魅力
網絡安全馬拉松剛剛正式展開
暢想零售革命的未來
釋放人工智聯的無限潛能
全民娛樂
全民娛樂
當代全球化企業家
科技賦能未來銀行
