采访实录|罗兰贝格联席总裁戴璞:世界经济贸易竞争与国际合作并存

罗兰贝格管理咨询 2021-04-09 16:38


罗兰贝格全球管理委员会联席总裁戴璞(Denis Depoux)于北京钓鱼台国宾馆参加中国发展高层论坛期间受邀接受中国国际电视台(CGTN)Global Watch栏目的现场采访。讨论内容主要围绕世界经济贸易、货币政策、金融市场提出一些见解。以下为采访实录与内容全文。

CGTN采访实录

"世界经济贸易竞争与国际合作并存”

点击观看采访视频

 采访内容 

CGTN记者 夏橙:关于中美贸易与经济关系的更多探论,我们邀请到了罗兰贝格全球管委会联席总裁戴璞先生。您好!今天早晨您全程参与了所有的会议,能否就中美关系及其未来的经济关系,与我们分享您宝贵的看法?

戴璞:好的。很明显,中美关系在过去的两三年中并不好,导致了关税问题、企业禁令和技术限制。这些问题虽然糟糕,但尚能处理。对于企业而言,最难处理的是中美关系的不可预测性和不确定性。中美关系的下一步会如何发展?特朗普政府造成的混乱局面是否会延续?目前从本周进行的中美高层对话来看,听闻尽管双方在对话结束时发表了一些针锋相对的声明,但事实上对话进行得相当顺利,为中美关系重回正常轨道奠定了基础。这并不是说所有矛盾会在一夜之间消失,这是所有人的共识。然而,这为双方逐步解决这些问题搭建了平台。中美仍将是竞争对手,但这并不意味着两国无法在某些领域进行合作,也不意味着一些不太合理的限制不会随着时间的推移而消失。

CGTN记者 夏橙:是的。今天早上许多嘉宾都提到,他们认识到中美之间存在着差异与分歧,但也确实看到中美两国在很多领域很快能够进行合作,或者说重新进行合作。您认为在哪些领域中美可以开展合作?

戴璞:我认为能源领域就是其中之一。显而易见,习主席承诺中国努力争取在2060年前实现碳中和,这是一个巨大的改变。这将改变我们生活的方方面面。由于中国在全球制造业和世界创新领域至关重要,因此这里发生的一切都会对世界造成影响。在能源领域,中国、美国,以及一直站在应对气候变化前沿的欧洲,可以共同合作,团结起来,更好地造福全人类。正如新冠疫情一样,气候变化也将影响世界上的每一个人。这是一个争议较小的议题,但仍属于技术密集型领域,可以被解决。

CGTN记者 夏橙:是的。我们再来谈谈绿色议程。美国正在重返《巴黎协定》,而在这次大会上埃隆·马斯克就其企业战略发表了讲话,您也参加了那场会议。作为一家电动汽车公司,其正在坚持绿色发展。会上您有什么精彩的发现吗?

戴璞:是的,对氢能源的讨论相当激烈。氢经济事实上已经取代了化石燃料经济。但马斯克在这一问题上持不同的看法,他相信电池的发展,这显然是他一直以来采用的方式,他未必看好氢能。我认为,包括很多评论家也都认为,我们应该竭尽全力赢得这场气候变化之战。如果我们不能应对这一挑战,那么我们就要面对温室气体过量排放的后果,这并非无稽之谈,且与《巴黎协定》设定的目标背道而驰。

CGTN记者 夏橙:电动汽车因全球供应链的中断受到重大影响,这次所有的企业都面临这样的挑战。您对全球供应链重建有何建议,您认为首先应该解决什么问题?

戴璞:全球供应链已经受到新冠疫情的严重影响,目前我们所遇到的瓶颈不仅缘于美国所引发的关税问题或贸易限制,还由于欧洲、美国,甚至亚洲的生产端事实上仍未恢复正常运作,而这尚需时日。

CGTN记者 夏橙:是的。

戴璞:中国和亚洲的供应链表现出了非同寻常的韧劲。因此,我认为供应链中断的影响会逐渐消退,而其他国家的供应链也将逐渐恢复。

CGTN记者 夏橙:非常感谢您的观点分享,感谢罗兰贝格全球管委会联席总裁戴璞先生。


 Interview Content 

CGTN Reporter Charles Xia: For more discussion on the China-US trade and economic relations, I’m joined by Denis Depoux, Global Managing Director at Roland Berger. Hello sir, so you've been here the entire morning and you went to all the sessions. Have you got any valuable insights when it comes to China-US relations and the future of the economic ties of them? 
Denis Depoux: Well, obviously the China-US relationship has been bad in the last two, three years that resulted in tariffs, in company bans, in technology restrictions. This is all bad but can be managed. What has been very difficult to manage for companies is the unpredictability, is the uncertainty around what is the next move, what is the next chaotic move by the Trump administration. So now from these talks that have taken place this week, what we heard is even though there was some let's say vocal statement at the end of the talks, actually the meeting went quite well and were starting a platform to restart normal relationship. None of these restrictions will go away overnight; now everybody is convinced about this. However, there is a platform to progressively resolve those issues. China and US will remain rivals. It doesn't mean that they cannot cooperate on a number of things. It doesn't mean that some of the less rational restrictions cannot go away over time.
CGTN Reporter Charles XiaRight. And a lot of guest speakers this morning said that they recognized the differences and split between China and the US, but they do see a lot of sectors that the two countries can start working or restart working together soon. What are those sectors that you see?
Denis DepouxWell, I think energy is one. Obviously, after President Xi pledged China going net carbon zero in 2060, this is a massive change. This will change our life here; this will change our life everywhere because China is so important in the world manufacturing, in the world innovation. So whatever happens here has consequences everywhere. This is an area where China, the US and also Europe, which has been at the forefront of the fight against climate change, can work together, and for the greater good of humanity, and for some things that basically unites everyone. Because like Covid, climate change will affect everyone on the planet. So that's probably less controversial, still very technology intensive topics that can be worked on.
CGTN Reporter Charles XiaRight. Let's talk more about the green agenda because the US is returning to the Paris Agreement and you were at the session where Elon Musk gave a speech about their strategy. And it's an e-car company, so it's going green. Have you got any interesting comments from the session?
Denis DepouxYes. I think there was a quite heated discussion about hydrogen, and the hydrogen economy actually replacing the fossil fuel economy. With very different point of view, Elon Musk is actually not really believing in this and going the battery way, which obviously is the way that he's been pursuing and not necessarily favoring hydrogen. My belief is and also what we heard from some other commentators is that we need pretty much everything we got to win that fight. And if we don't win that fight, which is likely, to manage the consequences of emissions remaining at a level which is incompatible with the objectives that have been set by the Paris Agreement.
CGTN Reporter Charles XiaWell, e-car is very sensitive to global supply chain disruption, and this time all the companies are facing this kind of challenges. And when it comes to global supply chain rebuild, what's your suggestions and what should be tackled first?
Denis DepouxWell, global supply chains have been impacted heavily by Covid and still today I mean you have bottlenecks not only related to tariffs or restrictions triggered by the US. You have bottlenecks related to production sides actually not operating full blast in Europe, in the US and even in Asia. And this will take quite some time.
CGTN Reporter Charles XiaRight.
Denis DepouxWhat's been extraordinary is the resilience of the Chinese and Asian supply chain. So I think gradually this will recede and progressively being picked up by the rest of the world.
CGTN Reporter Charles XiaThank you so much for your insights. That was Denis Depoux, Global Managing Director at Roland Berger.


Denis Depoux

戴璞

罗兰贝格

全球管理委员会联席总裁


相关延伸阅读




关于罗兰贝格

罗兰贝格管理咨询公司于1967年在欧洲大陆成立,现为全球顶级战略管理咨询公司之一,在全球34个国家设有50家分支机构,拥有2400余名员工,并在国际各大主要市场成功运作。作为全球顶尖战略管理咨询公司中唯一一家源于欧洲的成员,罗兰贝格咨询的专业性建立在它50余年来与各式各样的客户在复杂商业案例运作中取得的丰富经验上。罗兰贝格一直把中国视为企业国际化道路中最重要的市场之一。自从1983年在中国开展第一个项目以来,罗兰贝格已经先后在上海、北京、香港、台北和广州开设了办事处,拥有360余名咨询顾问。在长期的发展中,罗兰贝格已经与众多跨国企业及中国企业建立起战略性的合作伙伴关系。获悉更多资讯,请查看:www.rolandberger.com


媒体及合作联系


如需文章转载与市场合作,烦请发邮件至如下邮箱

RBChina.Marketing@rolandberger.com