Asia New Vision Forum 亚洲愿景论坛

亚洲愿景论坛 2023 Asia New Vision Forum 2023

财新国际在新加坡政府支持合作下，将于2023年6月12-13日在新加坡举办首届亚洲愿景论坛，主题为“锚定未来”。这是中国媒体机构在疫情后首次在海外举办的国际商业峰会，旨在通过全球、亚洲及中国的多维视角，塑造重要的国际议程和交流平台，助力国际社会更加了解真实的亚洲与中国。论坛将围绕全球、家园、科技和绿色四个愿景展开讨论，聚焦经济贸易、金融、科技、治理、生态环境五大板块，打造一个信息前沿、对话坦诚、互动充分的大会。 Joining hands with the government of Singapore, Caixin Global is set to unveil the inaugural Asia New Vision Forum (ANVF) from June 12th to 13th, 2023. ANVF 2023 is the first international business leadership forum with a spotlight on Asia in the post-Covid era. The Forum aims to set a high-level dialogue and action plan focused on four key visions: global, green, tech, and home. With 300+ business leaders, policy makers, industry practitioners and opinion leaders gathered in Singapore, the Forum aims to contribute a set of comprehensive and nuanced Asian perspectives to a dynamic business community in Asia and beyond.

Early bird tickets 限时早鸟票

联席主席 Co-Chairs

胡舒立 Hu Shuli

财新传媒社长；财新国际董事长 Publisher, Caixin Media;Chairwoman, Caixin Global

约翰·桑顿 John Thornton

Barrick Gold执行主席；亚洲协会董事会联席会长 Executive Chairman, Barrick Gold; Co-chair of the Board of Trustees of the Asia Society

发言嘉宾 Speakers

王瑞杰 Heng Swee Keat

新加坡共和国副总理兼经济政策统筹部长 Deputy Prime Minister and Coordinating Minister for Economic Policies, Singapore

劳伦斯·萨默斯 Lawrence H. Summers

哈佛大学名誉校长、教授，美国前财政部部长（连线） President Emeritus and Charles W. Eliot University Professor, Harvard University; Former United States Secretary of the Treasury (online)

菲利普·罗斯勒 Philipp Rösler

德国前副总理 Former Vice-Chancellor, Germany

Santisouk Simmalavong Santisouk Simmalavong

老挝科技部副部长 Deputy Minister of Technology and Communications of the Lao PDR

王燕之 Wang Yanzhi

前丝路基金有限责任公司总经理 Former President, Silk Road Fund

陈庆珠 Chan Heng Chee

新加坡外交部巡回大使 Ambassador-At-Large, Ministry of Foreign Affairs, Singapore

王赓武 Wang Gungwu

历史学家、教育家、原香港大学校长 Historian; Educator; Former President, University of Hong Kong

李开复 Kai-fu Lee

创新工场首席执行官（视频） CEO of Sinovation Ventures (video)

鲍达民 Dominic Barton

力拓董事长；LeapFrog Investments董事长（连线） Chair, Rio Tinto; Chair, LeapFrog Investments (online)

沈联涛 Andrew Sheng

香港大学亚洲全球研究院杰出研究员 Distinguished Fellow, Asia Global Institute, University of Hong Kong

温迪·卡特勒 Wendy Cutler

亚洲学会政策研究所副主席；前美国副贸易代表 Vice President, Asia Society Policy Institute (ASPI); Former Acting Deputy U.S. Trade Representative

Marcos Troyjo Marcos Troyjo

巴西前经济副部长兼外贸与国际事务特别秘书，新开发银行前行长 Former Deputy Economy Minister and Special Secretary for Foreign Trade & International Affairs, Brazil; Former President, New Development Bank

查看更多嘉宾 LOAD MORE SPEAKERS

四大愿景 4 Visions

会议议程 Agenda

第一日｜ 6月12日

Day1｜ June 12

上午 Morning 联席主席开幕致辞 Co-chair Opening Remarks

· 胡舒立，财新传媒社长；财新国际董事长
· 约翰·桑顿，Barrick Gold执行主席；亚洲协会董事会联席会长 · Hu Shuli, Publisher, Caixin Media; Chairwoman, Caixin Global
· John Thornton, Executive Chairman, Barrick Gold; Co-chair of the Board of Trustees of the Asia Society

开幕主旨演讲与对话 Opening Keynote Speech & Dialogue

· 王瑞杰，新加坡共和国副总理兼经济政策统筹部长
· 主持人：张立晖，财新传媒总裁 · Heng Swee Keat, Deputy Prime Minister and Coordinating Minister for Economic Policies, Singapore
· Moderator: Zhang Lihui, President, Caixin Media

主旨演讲 / 对话｜历史重演还是新局面？后疫情时代的全球经济金融 Keynote Speech / Dialogue｜Déjà vu or new territory? Global economy and finance in the post-pandemic world

一个新的、更有争议的地缘政治时代似乎正在展开，曾经稳定和合作的秩序有可能被一个更动荡和分裂的全球格局所取代。新兴经济体将如何应对？国际组织的作用是什么？ A new, more contentious geopolitical era appears to be unfolding, with the possibility that a once stable and cooperative order is being replaced by a more turbulent and fragmented global landscape. How will emerging economies respond? What is the role of international organizations? How should international investors prepare for the uncertainties?

· 劳伦斯·萨默斯，哈佛大学名誉校长、教授，美国前财政部部长（连线）
· 主持人：李昕，财新传媒副总裁，财新国际董事总经理 · Lawrence H. Summers [online], President Emeritus and Charles W. Eliot University Professor, Harvard University; Former United States Secretary of the Treasury
· Moderator: Li Xin, Vice President, Caixin Media; Managing Director, Caixin Global

主题讨论｜驾驭多极世界：世界舞台的博弈与合作 Panel Discussion｜Navigating a multipolar world: balancing power and cooperation on the world

· 菲利普·罗斯勒，德国前副总理
· Marcos Troyjo，巴西前经济副部长兼外贸与国际事务特别秘书；新开发银行前行长
· 王燕之，前丝路基金有限责任公司总经理
· 贾庆国，北京大学国际关系学院教授，教育部中外人文交流基地主任
· 主持人：胡以晨（Robin Hu），淡马锡亚洲区副主席，米尔肯研究院亚洲区主席 · hilipp Rösler, Former Vice-Chancellor, Germany
· Marcos Troyjo, Former Deputy Economy Minister and Special Secretary for Foreign Trade & International Affairs, Brazil; Former President, New Development Bank
· Wang Yanzhi, Former President, Silk Road Fund
· Jia Qingguo, Professor of the School of International Studies and Director of the Institute for Global Cooperation and Understanding, Peking University
· Moderator：Robin Hu, Vice Chairman Asia, Temasek; Asia Chair, Milken Institute

茶歇 Tea break

主题讨论｜从贸易到投资，“中国+1”正在亚洲发生吗？ Panel Discussion｜From trade to investment, is China + 1 happening in Asia?

大流行加速了供应链的多样化发展趋势，以中国为中心的供应链模式正在转变，许多公司正在寻求减轻风险并优化其在亚洲的运营。这一战略为越南、印度和印度尼西亚等国家带来了机遇，这些国家提供了较低的劳动力成本、有利的投资政策和不断增长的消费市场。然而，诸如基础设施的差距、监管的不确定性和地缘政治的紧张局势等挑战也为其前景投下阴影。“中国+1”是否真的在亚洲发生？这一变化对该地区的经济格局有哪些影响？ The COVID pandemic has accelerated the trend to diversify China-centric supply chains. As global trade dynamics shift, many companies are looking to mitigate risks and optimize their operations in Asia. This strategy presents opportunities for countries like Vietnam, India and Indonesia, which offer lower labor costs, favorable investment policies, and growing consumer markets. However, challenges such as infrastructure gaps, regulatory uncertainties, and geopolitical tensions also exist. Is "China + 1" truly happening in Asia? What are the drivers and implications of this strategy for the region's economic landscape?

· 温迪·卡特勒，亚洲协会政策研究所副主席；前美国代理副贸易代表
· 徐奇渊，中国社科院世界经济与政治研究所副所长；国际金融研究中心副主任
· 竺稼，贝恩投资合伙人、亚洲私募股权联席主管
· 陈德隆，华侨银行执行副总裁兼全球批发银行业务主管
· 主持人：李增新，财新国际副总经理 · Wendy Cutler, Vice President, Asia Society Policy Institute (ASPI); Former Acting Deputy U.S. Trade Representative
· Xu Qiyuan, Deputy Director of The Institute of World Economics and Politics, Chinese Academy of Social Sciences; Deputy Director of the Research Centre, International Financial
· Jonathan Zhu, Partner and Co-head of Asia Private Equity, Bain Capital
· Tan Teck Long, Executive Vice President and Head of Global Wholesale Banking, OCBC
· Moderator：Li Zengxin, Deputy General Manager, Caixin Global

主题讨论｜金融稳定：近期动荡与对亚洲启示 Panel Discussion｜Financial stability: the recent turmoil and lessons for Asia

世界走出疫情，金融市场却不平静。疫情中各国采取了不同的应对策略，带来当下政策退出节奏与复苏进展显著分化。在美欧发达国家，为应对通胀而快速加息，暴露部分银行风险管理漏洞，引发流动性危机；新兴市场则面临外需走弱、资本外流与市场波动挑战。加强宏观审慎与金融监管成为共识。尤其是亚洲经济体，应汲取哪些经验？做出何种调整以应对潜在风险？本轮西方银行业动荡背后的原因是什么？是否会演变成系统性风险或金融危机？与2008年全球金融危机与2013年“缩减恐慌”（taper tantrum）相比，此次主要经济体的加息周期，其对新兴市场国家的影响，有哪些异同？金融监管体系应如何权衡促进金融可得性、普惠金融发展，与提升中小金融机构风险防范能力？全球供应链重构背景下，亚洲金融体系抗风险能力如何？有哪些潜在风险？中国正致力于加大金融开放，同时也将防范金融风险作为政策优先项。金融监管规则与框架，应做出哪些改进？从海外投资者角度，有哪些政策、市场动向值得关注？ As the world emerges from the pandemic, financial markets remain volatile. Countries adopted different strategies in response during the pandemic, leading to significant divergence in policy exits and recovery progress. In developed countries such as the US and Europe, rapid interest rate hikes to tackle inflation have exposed weaknesses in some banks' risk management, leading to a liquidity crisis. Emerging markets, on the other hand, face challenges such as weakened external demand, capital outflows, and market volatility. Strengthening macroprudential and financial regulatory oversight has become a consensus. What lessons can Asian economies draw from this? What adjustments should they make to address potential risks?

· 沈联涛，香港大学亚洲全球研究院杰出研究员
· 李纪珠，台湾新光银行副董事长；台湾银行前董事长
· 陈淑珊，星展集团企业机构银行董事总经理兼主管
· 主持人：陈瑞华，China Macro Group联合创始人兼董事总经理，财新峰会青年领袖 · Andrew Sheng, Distinguished Fellow, Asia Global Institute, University of Hong Kong
· Lee Jih-chu, Vice Chairman, Taiwan Shin Kong Commercial Bank; Former Chairman, Bank of Taiwan
· Tan Su Shan, Managing Director, Group Head of Institutional Banking, DBS Group
· Moderator：Markus Herrmann, Co-Founder, Managing Director, China Macro Group; Caixin Summit Young Leader

午餐会 Lunch Fireside Chat｜文明十字路口，历史有何回响？ Fireside Chat｜Civilizations' crossroads, what can history teach us?

· 王赓武，历史学家、教育家、原香港大学校长
· 主持人：宋冰，博古睿研究院高级副院长、中国中心主任 · Wang Gungwu, Historian; Educator; Former President, University of Hong Kong
· Moderator：Song Bing, Senior Vice President, Berggruen Institute; Director, Berggruen China Center

闭门讨论1｜中美关系：全球供应链碎片化 Closed-door Discussion 1｜US-China: Global supply chain fragmentation

中美科技脱钩和地缘政治竞争正在引发全球贸易和投资模式的重大转变。在经济相互依存日深的亚太地区，中美全面脱钩的影响尤为明显。区域经济和贸易一体化加速发展，《区域全面经济伙伴关系》（RCEP）和《跨太平洋伙伴关系全面进步协议》（CPTPP）进展迅猛。在这一背景下，贸易和投资流动将呈现何种特征？这个过程将如何考验供应链弹性和复原力？亚太地区经济和贸易格局在过去三十年急剧震荡，未来三十年的格局将会如何？中美脱钩对全球贸易和投资流动有什么影响？新一轮亚太经济增长和资源分配背后的驱动力可能是什么？我们是否正在进入一个新的阶段，即贸易和投资这样的共同利益已难以被单独视之，需要与经济和国家安全关切重新结合起来？ The accelerated geopolitical tension between the United States and China has triggered a significant shift in global trade and investment patterns. In the Asia-Pacific region, where economies are closely intertwined with the two economies, the effects of the US-China wholesale decoupling are particularly pronounced. Regional economic and trade integration efforts, such as the Regional Comprehensive Economic Partnership (RCEP) and the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) have been impacted by the changing dynamics between the two powers. Against this background, what will trade and investment flows look like? How does this process test the resilience of supply chains?

· 温迪·卡特勒，亚洲协会政策研究所副主席；前美国代理副贸易代表
· 贾庆国，北京大学国际关系学院教授，教育部中外人文交流基地主任
· 屠新泉，对外经济贸易大学中国WTO研究院院长、教授
· 詹姆斯·柯伦，澳大利亚金融评论国际版编辑，悉尼大学现代史教授
· 主持人：韩磊，卡内基中国莫里斯·格林伯格荣誉主任，新加坡国立大学东亚研究所高级访问研究员 · Wendy Cutler, Vice President, Asia Society Policy Institute (ASPI); Former Acting Deputy U.S. Trade Representative
· Jia Qingguo, Professor of the School of International Studies and Director of the Institute for Global Cooperation and Understanding, Peking University
· Tu Xinquan, Dean and Professor, China Institute for WTO Studies, University of International Business and Economics
· James Curran, International Editor, Australian Financial Review; Professor, Modern History, Sydney University
· Moderator：Paul Haenle, Maurice R. Greenberg Director’s Chair, Carnegie China; Visiting Senior Research Fellow, East Asian Institute, National University of Singapore

下午 Afternoon 主题讨论｜投资亚太 Panel Discussion｜From trade to investment, is China + 1 happening in Asia?

寻求增长机会和多元化的投资者正在亚太发现越来越多的投资机会。得益于中国、中东和东南亚等国家和地区的推动，这一地区的经济增长持续强劲。中产阶级的壮大、制造业的发展以及科技的崛起共同创造了一个充满活力的投资前景。从房地产和基础设施到科技和消费品，在探索亚太的投资机会时，有哪些关键因素值得投资者考虑？ The accelerated geopolitical tension between the United States and China has triggered a significant shift in global trade and investment patterns. In the Asia-Pacific region, where economies are closely intertwined with the two economies, the effects of the US-China wholesale decoupling are particularly pronounced. Regional economic and trade integration efforts, such as the Regional Comprehensive Economic Partnership (RCEP) and the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) have been impacted by the changing dynamics between the two powers. Against this background, what will trade and investment flows look like? How does this process test the resilience of supply chains?

· Ridha D. M. Wirakusumah，印尼投资局首席执行官
· 方风雷，厚朴投资创始人暨董事长
· Ernest Cu, Globe集团总裁兼首席执行官
· 鲍达民[在线]，力拓董事长；LeapFrog Investments董事长
· 主持人：Ravi Velloor，新加坡《海峡时报》副主编 · Ridha D. M. Wirakusumah, CEO, Indonesia Investment Authority
· Fang Fenglei, Founder and Chairman, Hopu Investments
· Ernest Cu, President and CEO, Globe Group
· Dominic Barton [online], Chair, Rio Tinto; Chair, LeapFrog Investments
· Moderator：Ravi Velloor, Associate Editor, the Straits Times Singapore

主旨演讲 / 对话 Keynote Speech / Dialogue

主题讨论｜亚洲影响力投资与慈善 Panel Discussion｜Impact investment and philanthropy in Asia

面对气候变化、技术转型和社会分化带来的新挑战，亚洲社会迫切需要新的慈善模式和创新方法，为亚洲的慈善事业和影响力投资规划新途径。亚洲的慈善事业如何才能变得更加包容、协调、灵敏？数字技术的使用将如何改变亚洲慈善事业面貌，并提高亚洲慈善事业的效率和效益？有哪些最佳做法可供地区从业者借鉴？ Facing new challenges from climate change, technology transformation and social fragmentation, Asian societies are in urgent need of new models and innovative approaches to philanthropy. It’s time to map out new pathways for philanthropy and impact investing in Asia. How could Asian philanthropy become more inclusive, collaborative and responsive? How could the use of digital technology transform the landscape of Asian philanthropy, and enhance both the efficiency and effectiveness of Asian philanthropy? What are the best practices for regional practitioners to borrow?

· Lim Seok Hui，淡马锡信托基金会亚洲公益联盟首席执行官
· Divya Patel, Ishk Tolaram Foundation首席执行官
· 主持人：郑菊然，财新国际公司新闻主管 · Lim Seok Hui, CEO, Philanthropy Asia Alliance, Temasek Trust
· Divya Patel, CEO, Ishk Tolaram Foundation
· Moderator：Kelsey Cheng, Company News Chief, Caixin Global

主题讨论｜后疫情消费者偏好迭代：什么是新常态？ Panel Discussion｜Evolving consumer preferences post-COVID: What’s the new normal?

疫情显著改变了消费模式，促使大众转向更健康、更具环保意识、以及在线的消费方式的转变。哪些行业的消费者行为发生了最显著的变化？从食品到移动再到餐饮娱乐，公司如何利用数据、分析和先进技术来理解和应对不断变化的消费者需求?“新常态”给寻求在亚洲市场扩张的本地和国际企业带来了什么机遇和挑战? The pandemic has significantly changed the consumption pattern and accelerated the shift towards more health and environmentally conscious and online purchases. What sectors have seen the most significant shifts in consumer behavior? From food to mobility and hospitality, how can companies leverage data, analytics and advanced technologies to understand and respond to evolving consumer demands? What opportunities and challenges does the "new normal" pose for local and international businesses seeking to expand in Asian markets?

· Alex Ward，Next Gen Foods首席运营官
· 何继红，华住集团有限公司首席财务官
· 主持人：叶威延，开域资本投资策略师、高级分析师，财新峰会青年领袖 · Alex Ward, Chief Operating Officer, Next Gen Foods
· He Jihong, Chief Financial Officer, H World Group
· Moderator：Yap Wy-En, Senior Investment Analyst and Strategist, Neo-Criterion Capital Limited; Caixin Summit Young Leader

茶歇 Tea break

主题讨论｜以生物科技塑造未来 Panel Discussion｜Biotechnology in shaping our future

生物技术正在塑造我们的日常生活。我们如何通过生物制造应对全球变暖并减少化石燃料依赖？合成生物学和基因编辑对资源的可持续利用，进而实现循环生物经济有什么影响？生物技术如何通过可持续方式来供给不断增长的世界人口？其是否会在人类进行外太空领地探索中发挥关键作用？在所有这些潜力中，以亚洲为基地的公司在推动创新和塑造未来的生物经济方面扮演什么角色？ Biotechnology is shaping our daily lives. How can biomanufacturing help us combat global warming and reduce our dependence on fossil fuels? What are the implications of synthetic biology and gene editing for sustainable resource usage to achieve a circular bioeconomy? How can biotechnology help create sustainable ways to feed the world's growing population? Will biotechnology play a critical role in supporting human colonies beyond Earth? And amid all these potentials, what is the role of Asian-base

· 李凯军，摩珈生物董事会主席
· 道格·卡梅伦，Monolith控股联合总裁
· 主持人：张涛，道夫子联合创始人 · Kevin Li, Chairman, Mojia Biotech
· Doug Cameron, Co-President, Monolith Holdings
· Moderator：Zhang Tao, Co-founder, Dao Foods International

主题讨论｜医药健康创新趋势展望 Panel Discussion｜Outlook on trends in medical and health innovations

疫情三年，疫苗、药品、检验检测试剂研发创新协助人类度过难关，新科技的重要性受到更广泛认可。大流行结束，新技术风口层出不穷，各国对待生物医药等新技术都提出了新的愿景。民众对医药健康创新有了更多期待，希望有更好的方式满足临床需求。但资本市场层面，全球生物医药投资似有放缓之势；监管层面，医药健康创新与支付方的关系在全球范围内引发关注与变革；研发层面，各国你追我赶，竞争激励。作为冉冉升起的新星，亚洲医药健康创新如何拨开重重迷雾，锚定方向行稳致远？ Over the past three years of the pandemic, research and innovation in vaccines, drugs, and testing kits have helped humanity overcome the crisis, and the importance of new technologies has been more widely recognized. As the pandemic subsides, new technological opportunities are emerging, and countries around the world have proposed new visions for the development of biomedicine and other new technologies. The public has higher expectations for healthcare innovation, hoping for better ways to meet clinical needs. However, at the capital market level, global biopharmaceutical investment seems to be slowing down, and at the regulatory level, the relationship between healthcare innovation and payment systems has attracted attention and is undergoing changes on a global scale. At the research and development level, competition is fierce as countries race to stay ahead. As a rising star, how can Asian healthcare innovation navigate the fog, anchor its direction, and move steadily forward?

· 曹林，南京诺唯赞生物科技股份有限公司创始人、董事长、总经理
· 陈立，立康生命科技创始人、首席执行官
· 路杨，阿诺医药创始人、董事长兼首席执行官 · Roberta Lipson，和睦家医疗集团创始人；新风医疗集团副主席
· 主持人：郝卫东，新加坡科技研究局实验药物开发中心首席科学家 · Cao Lin, Founder, Chairman and General Manager, Nanjing Vazyme Biotech
· Chen Li, Founder, Likang Life Sciences
· Lu Yang, Founder, President and CEO, Adlai Nortye
· Roberta Lipson, Founder, United Family Healthcare; Vice Chair, New Frontier Health
· Moderator：Hao Weidong, Chief Scientific Officer of the Experimental Drug Development Centre, Agency for Science, Technology and Research, Singapore

闭门讨论2｜国际货币新篇章，美元主导地位的转移？（分会场一） Closed-door Discussion 2｜Next chapter for currency, from dollar dominance to what

全球货币格局正在发生重大转变，对国际货币体系未来发展轨迹的讨论正盛。几十年来，美元一直享有世界储备货币的主导地位，但过于依赖单一货币进行全球交易，也使交易脆弱性和风险性增加。随着中国经济的持续快速增长和中国对全球的影响力，人们越来越认识到需要一个更加多极的货币体系。这一转变将如何发生？不断变化的货币格局可能会对资本市场、投资策略以及在全球范围内经营的企业和投资者产生怎样的影响？ Over the past three years of the pandemic, research and innovation in vaccines, drugs, and testing kits have helped humanity overcome the crisis, and the importance of new technologies has been more widely recognized. As the pandemic subsides, new technological opportunities are emerging, and countries around the world have proposed new visions for the development of biomedicine and other new technologies. The public has higher expectations for healthcare innovation, hoping for better ways to meet clinical needs. However, at the capital market level, global biopharmaceutical investment seems to be slowing down, and at the regulatory level, the relationship between healthcare innovation and payment systems has attracted attention and is undergoing changes on a global scale. At the research and development level, competition is fierce as countries race to stay ahead. As a rising star, how can Asian healthcare innovation navigate the fog, anchor its direction, and move steadily forward?

· Stéphane Latouche，法国央行亚太首席代表
· 沈联涛，香港大学亚洲全球研究院杰出研究员
· 徐奇渊，中国社科院世界经济与政治研究所副所长
· 缪延亮[连线]，中国国际金融股份有限公司首席策略师、董事总经理；前中央外汇业务中心首席经济学家
· 郝福满[连线]，新加坡国立大学东亚研究所所长，李光耀公共政策学院实践教授
· 主持人：王力为，财新传媒资深记者、财新牛津学者 · Stéphane Latouche, Chief Representative for Asia-Pacific, Banque de France
· Andrew Sheng, Distinguished Fellow, Asia Global Institute, University of Hong Kong
· Xu Qiyuan, Deputy Director, Institute of World Economics and Politics, Chinese Academy of Social Sciences
· Miao Yanliang [online], Chief Strategist and Managing Director, CICC; Former Chief Economist, State Administration of Foreign Exchange Investment Center
· Bert Hofman [online], Director of East Asian Institute and Professor in Practice of Lee Kuan Yew School of Public Policy, National University of Singapore
· Moderator：Wang Liwei, Senior Writer, Caixin Media, Caixin Oxford Fellow

闭门讨论3｜亚欧投资伙伴关系前景（分会场一） Closed-door Discussion 3｜Prospects for Asia-Europe investment partnership

亚欧之间的经济和贸易合作出现了复苏和升温的迹象。欧洲领导人相继访华，中国高层官员也纷纷访欧。中国和欧盟之间的全面投资协议谈判有望恢复。中国企业，尤其是新能源汽车企业、光伏等与欧洲能源转型战略相关的企业，大举进军欧洲市场。与此同时，俄乌冲突和外资审查等地缘政治问题继续扰乱资本的深水区。 Economic and trade cooperation between Asia and Europe is showing signs of recovery and warming up. European leaders have made successive visits to China, and high-level Chinese officials have also visited Europe. The negotiations for the Comprehensive Agreement on Investment (CAI) between China and the EU are expected to resume. Chinese companies, especially those in the new energy vehicle, photovoltaic, and other industries related to Europe's energy transition strategy, are entering the European market. At the same time, geopolitical issues such as the Russia-Ukraine conflict and foreign investment reviews continue to disrupt the deep waters of capital.

· 菲利普·罗斯勒，德国前副总理
· Bernhard Frohwitter，ParTec联合创始人兼首席执行官
· 乔万卡·保时捷，HP资本联合创始人兼首席执行官
· 张涛，欧莱雅亚太区旅游零售部总经理
· 乔瓦尼，埃尼中国有限公司董事长；意大利埃尼集团执行副总裁
· 陈凛，维恩资本合伙人
· 主持人：陈瑞华，China Macro Group联合创始人兼董事总经理，财新峰会青年领袖 · Philipp Rösler, Former Vice-Chancellor, Germany
· Bernhard Frohwitter, Co-founder and CEO, ParTec
· Jovanka Porsche, Co-Founder and CEO, HP Capital
· Zhang Tao, Managing Director, L'Oréal Travel Retail APAC
· Gianni Di Giovanni, Chairman, Eni China; Executive Vice President, Eni China Branch Office
· Richard Chen, Cortex Partner, Vitruvian Partners
· Moderator：Markus Herrmann, Co-Founder and Managing Director, China Macro Group, Caixin Summit Young Leader

闭门讨论4｜对华投资与资产配置2.0（分会场二） Closed-door Discussion 4｜Investing and assets allocation in China

在成功摆脱新冠大流行后，中国政府进一步推进金融市场的开放和市场化改革，为国内外投资者提供更多的机遇和选择。然而，随着经济的快速增长和全球影响力的扩大，市场的竞争也愈加激烈，投资者需要深入了解中国市场的实际情况和变化趋势，以应对日益增多的挑战。怎样把握中国经济的周期性波动？中国市场中哪些新兴产业和科技创新领域正在释放潜力？如何认知地缘政治与监管方向对投资的影响？如何平衡风险与收益？ Emerging stronger from the pandemic, China continues to broaden its financial markets while pursuing market-oriented reforms. As its economy grows rapidly and its global influence expands, China presents a unique landscape of both opportunities and challenges. Investors must navigate this landscape with caution and insight. Effectively dealing with regulatory changes, industry trends, market volatility, and burgeoning sectors, as well as constructing an optimal China-specific portfolio, requires a deep understanding of the current realities, subtleties, and dynamics of the Chinese market. This knowledge is essential for both direct and secondary market investors.

· Marcos Troyjo，巴西前经济副部长兼外贸与国际事务特别秘书；新开发银行前行长
· 刘肖，万科集团执行副总裁、首席运营官
· 廖明，Prospect Avenue Capital创始合伙人
· 洪灝，思睿集团合伙人兼首席经济学家
· 沈晶，TPG亚洲基金董事总经理
· 主持人：李增新，财新国际副总经理 · Marcos Troyjo, Former Deputy Economy Minister and Special Secretary for Foreign Trade & International Affairs, Brazil; Former President, New Development Bank
· Liu Xiao, Executive Vice President, COO, Vanke Group
· Liao Ming, Founding Partner, Prospect Avenue Capital（PAC）
· Hong Hao, Partner and Chief Economist, GROW Investment Group
· Sharon Shen, Managing Director, TPG Capital Asia
· Moderator：Li Zengxin, Deputy General Manager, Caixin Global

第二日｜ 6月13日

Day2｜ June 13

上午 Morning 主题讨论｜数字治理的机遇与挑战：新加坡经验 Panel Discussion｜Opportunities and challenges of digital governance: The Singapore experience

主题讨论｜创新实现净零：从绿色技术到商业模式 Panel Discussion｜Innovating to net zero: From green tech to business model

面对全球应对气候变化的迫切需求，进一步推动绿色技术研发和应用已经成为当务之急，包括绿色材料、先进储能系统开发、工业脱碳、碳捕获技术、新型电网系统、氢能等新能源开发等等。绿色技术的研发和商业化道路充满风险，产学研如何结合？如何为技术创新融资？商业化道路需要哪些支持？企业及企业风险投资（CVC)在绿色技术研发和商业化方面可以发挥怎样的作用？成本如何分担？相关方如何形成合力？ As the need to tackle climate change has become imperative globally, there has been an increasing demand for accelerating the development and application of green technologies, such as green materials, advanced energy storage systems, industrial decarbonization, carbon capture technology, new grid systems, and hydrogen energy. However, the research and commercialization of these technologies are never easy and risk-free. How can industry, academia, and research institutions be synchronized and aligned in real practice? How can funding be obtained to encourage technology innovation? What are the essential components for the commercialization process? What role can corporate venture capital (CVC) and other investment vehicles play in advancing research and commercialization of green technologies? How can expenses be distributed equitably? What steps can relevant parties take to collaborate effectively and attain shared objectives?

· 白波，元宇宙绿色交易所(MVGX)执行董事长兼联合创始人
· Keiko Ihara，日产汽车独立外部董事、薪酬委员会主席
· Thomas Baudlot，ENGIE亚太区能源解决方案首席执行官兼东南亚地区负责人
· 主持人：Jaime Ruiz-Cabrero, 波士顿咨询综合能源转型专项业务组全球负责人、东南亚地区执行合伙人 · Bai Bo, Executive Chairman and Co-founder, MetaVerse Green Exchange (MVGX)
· Keiko Ihara, Independent Outside Director, Chair of Compensation Committee, Nissan Motor
· Thomas Baudlot, CEO, Energy Solutions APAC; Country Head, Southeast Asia, ENGIE South-East Asia
· Moderator：Jaime Ruiz-Cabrero, Global Sector Leader for Integrated Energy Transformation, Managing Partner Southeast Asia, Boston Consulting Group

主题讨论｜全球发展倡议：东南亚视角 Panel Discussion｜Belt and Road Initiative: a Southeast Asian perspective

全球发展倡议有望为东南亚带来新的机遇，它具有促进经济发展和区域连接的潜力。然而，在该地区国家欢迎这些机遇的同时，也出现了对环境可持续性、债务负担和地缘政治影响的担忧。当前市场主要预期和担忧是什么？这些发展倡议应该如何获得新的动力？ Global development initiatives hold great promise for Southeast Asia, with its potential for economic development and regional connectivity. However, as countries in the region welcome the opportunities, concerns arise about environmental sustainability, debt burdens, and geopolitical implications. What are the key hopes and concerns? How should these initiatives gain new momentum?

· 陈庆珠，新加坡外交部巡回大使
· 张建宇，“一带一路”绿色发展国际研究院执行院长
· 吴忠，春华资本董事总经理
· 主持人：柯成兴，新加坡国立大学李光耀公共政策学院院长及李嘉诚经济学荣誉教授
· Chan Heng Chee, Ambassador-At-Large, Ministry of Foreign Affairs, Singapore
· Zhang Jianyu, Executive Director, BRI Green Development Institute
· Michael Woo, Managing Director, Primavera Capital
· Moderator：Danny Quah, Dean and Li Ka

茶歇 Tea break

主题讨论｜科技创新：突破与边界 Panel Discussion｜Tech innovation: breakthroughs and boundaries

随着大型模型、大数据和大算力的快速迭代，新技术革命和工业转型的浪潮正在到来，从卫星通信的革命性进展到智能芯片技术的尖端发展，从金融科技、物联网到虚拟现实和元宇宙，技术发展千帆竞渡，数字化转型蔚然成风，这既带来了新机会和新动能，也面临着问题与挑战。科技创新是推动产业化转型的重要力量，新兴数字转型的应用场景有哪些？如何利用AI等技术推动产业转型升级？如何在推动科技进步和数字化转型的同时，完善数据治理体系，推动数据标准化和安全化建设？金融创新是科技创新的重要应用领域，金融服务模式与金融产品形态发生了哪些变化？如何利用金融科技深化金融供给侧的结构性改革？如何建设大数据下的金融风控管理体系？ With the rapid iteration of large-scale models, big data, and high computing power, a wave of new technological revolution and industrial transformation is coming. From revolutionary advances in satellite communications to cutting-edge developments in intelligent chip technology, and from fintech, IoT to virtual reality and metaverse, technology development is competing with each other, and digital transformation is becoming popular. This brings both new opportunities and new momentum, as well as problems and challenges.

· Cecilia Skingsley, 国际清算银行创新中心负责人，前瑞典央行第一副行长
· 邢波，卡耐基梅隆大学计算机学教授，默罕默德.本.扎耶德人工智能大学校长及大学教授，Petuum Inc. 创始人
· 唐家才，平安银行行长助理兼首席信息执行官
· 主持人：王力为，财新传媒资深记者、财新牛津学者 · Cecilia Skingsley, Head of BIS Innovation Hub; Former Deputy Governor, Sveriges Riksbank (the central bank of Sweden)
· Eric P. Xing, Professor at Carnegie Mellon University, President and University Professor at MBZUAI, Founder, Petuum Inc.
· Tang Jiacai, Vice President & Chief Information Officer, Ping An Bank
· Moderator：Wang Liwei, Senior Writer, Caixin Media, Caixin Oxford Fellow

主题讨论｜亚洲新经济中的女性领导人 Panel Discussion｜Women leaders in Asia’s new economy

随着全球经济的不断发展，技术的进步，劳动力市场的转变，以及商业模式的变化，女性在领导岗位上的作用变得至关重要。尽管近年来取得了进展，但性别差异仍然存在。这促使我们思考女性在新经济中获得领导职位所面临的障碍。我们如何才能促进领导层的多样性和包容性？可以实施哪些战略来克服性别偏见和系统性挑战？各组织如何创造支持性环境，使女性能够在新经济中作为领导人茁壮成长？ As the global economy continues to evolve, with advancements in technology, shifts in labor markets, and changing business models, the role of women in leadership positions becomes crucial. Despite progress in recent years, gender disparities persist. This raises important questions about the barriers women face in attaining leadership positions in the new economy. How can we promote diversity and inclusivity in leadership? What strategies can be implemented to overcome gender biases and systemic challenges? How can organizations create supportive environments that enable women to thrive as leaders in the new economy?

· Pacita U. Juan, ECHOstore创始人
· 塔尼亚·罗夫，Sophia联合创始人
· 主持人：刘梦琳，社会创新园创始人兼主席 · Pacita U. Juan, Founder, ECHOstore
· Tanya Rolfe, Co-Founder, Sophia
· Moderator：Penny Low, Founder, President, Social Innovation Park

闭门讨论5｜中日投资讨论（分会场一） Closed-door Discussion 5｜China-Japan investment discussion

亚洲前两大经济体——中国和日本——之间相互依赖的经济联系，是其关系稳定的基石。从高科技和创新到可持续发展，尽管存在政治紧张和经济波动等挑战，两国继续在各个领域寻求合作和投资的机会。随着中日两国在各自领先领域都有新的进步，摆在面前的机遇和挑战是什么？ The deeply intertwined economic connections between the world’s second and third largest economies– China and Japan – are the bedrock for stability in their relations. Despite challenges such as political tensions and economic fluctuations, the two countries have continued to seek opportunities for collaboration and investment in various sectors, from high-tech and innovation to sustainable development. Now, as the RCEP enters into force in both countries, the bilateral investment is set to enter a new chapter. What are the opportunities and challenges lying ahead?

· 谷家卫，SDG Impact Japan Inc. 主席
· 佐藤辉英，BEENNEXT 创始人兼首席执行官
· 石田裕樹，YCP集团首席执行官
· 高师坤，Cross-border Business Support Inc. 顾问
· 主持人：德地立人，清华大学公共管理学院产业发展和环境治理中心（CIDEG）执行理事、研究员，原中信证券股份有限公司国际董事长 · Mamoru Taniya, Chairperson, SDG Impact Japan
· Teruhide Sato, Founder and CEO, BEENEXT
· Yuki Ishida, Group CEO, YCP Group
· Gao Shikun, Advisor, Cross-border Business Support
· Moderator：Tatsuhito Tokuchi, Executive Board Member and Research Fellow, Center for Industrial Development and Environmental Governance (CIDEG), Tsinghua University; Former Chairman, CITIC Securities International

闭门讨论6｜中企出海——从在亚洲到为亚洲（中文）（分会场一） Closed-door Discussion 6｜Chinese companies going abroad: In and for Asia (in Chinese language)

出海中企已经成为塑造亚洲地区经济格局中的一支重要力量。从基础设施到技术投资，中国公司正在塑造亚洲的发展轨迹。其中，东南亚凭借其人口红利、资本机遇和不断增长的市场，正在成为一个强有力的目的地选择。中企出海如何寻找投融资渠道？如何适应在确保政治经济安全的同时打开出海经济发展道路？ Chinese companies have been increasingly expanding their operations overseas, especially in Asia, in recent years. From infrastructure projects to technology investments, Chinese companies are shaping Asia's development trajectory. This has been driven by a variety of factors, including the need to secure new markets and mitigating supply chain risks, access to natural resources and low-cost labor, and the opportunity to tap into the region's growing consumer class. However, expanding globally comes with its own set of challenges. With both push and pull factors, how can Chinese companies truly become global companies and contribute to Asia’s sustainable development?

· 王燕之，前丝路基金有限责任公司总经理
· 张楠，飞书总裁
· 傅诚刚，成都创新金融研究院理事长兼院长，国际金融中心与国际创新中心联合会中国区总裁
· 王茜，领英中国人才解决方案事业部总经理
· 屈田，ATM Capital创始人
· 主持人：屈运栩，财新传媒助理主编 · Wang Yanzhi, Former President, Silk Road Fund
· Zhang Nan, President, Lark
· Calvin Chenggang Fu, Chairman & President, China Innovation Finance Institute; President, China, Federation of International Financial Centres & International Innovation Centres
· Nancy Wang, Head of Talent Solutions, LinkedIn China
· Tony Qu, Founder, ATM Capital
· Moderator：Angelina Qu, Assistant Managing Editor, Caixin Media

午餐会 Lunch

Special Session｜人工智能与人类共同未来 Special Session｜AI and our shared future

· 李开复[视频]，创新工厂首席执行官
- 互动环节与青年领袖发言
- 点评分享
· Kai-fu Lee [video], CEO of Sinovation Ventures
− Interactive session and voices of the future
- Commentator sharing

下午 Afternoon 主题讨论｜数字化实现包容式增长 Panel Discussion｜Achieving inclusive growth through digitalization

科技领域在过去纪念发生了巨大突破。人工智能、5G、物联网、虚拟现实、增强现实以及Web 3.0的出现，加速了新兴和发展中国家数字转型的进程。这些技术在提升这些国家公共服务和金融服务的可访问性和可负担性方面起着至关重要的作用。亚洲发展中国家在先进技术方面的最新进展是什么？这些技术对该地区的进步产生了哪些积极影响？这些技术如何赋予新兴经济体提供医疗等重要公共服务的能力？在这方面取得了哪些改进？区块链技术和去中心化金融（DeFi）的发展将如何重塑新兴亚洲国家的金融服务格局？这些进展带来了哪些机遇和挑战？在数字转型过程中，需要哪些类型的监管框架和协调机制来保护人民的利益？我们如何确保技术的负责和道德使用？亚洲投资者如何利用这些国家数字转型带来的潜在机会？在投资这些地区的数字经济时应考虑哪些因素？ The past few years have witnessed a tremendous surge in technological advancements. The adoption and utilization of breakthrough technologies, such as artificial intelligence, 5G, IoT, virtual reality, augmented reality, and the emergence of Web 3.0, are accelerating the process of digital transformation in emerging and developing economies. These technologies play a vital role in enhancing the accessibility and affordability of public and financial services in these nations.

· Santisouk Simmalavong，老挝科技部副部长
· 杨舟，HOPE创始人
· Ciara Sun，C² Ventures创始人及管理合伙人
· Ran Yi，Orderly Network联合创始人及首席执行官
· 主持人：岳跃，财新传媒高级记者、财新牛津学者 · Santisouk Simmalavong, Deputy Minister of Technology and Communications of the Lao PDR
· Flex Yang, Founder, HOPE
· Ciara Sun, Founder and Managing Partner, C² Ventures
· Ran Yi, Co-Founder and CEO, Orderly Network
· Moderator：Yue Yue, Senior Reporter, Caixin Media, Caixin Oxford Fellow

主题讨论｜寻找城市绿色解决方案（中文） Panel Discussion｜Seeking green solutions for cities(in Chinese language)

长期以来，城市饱受拥堵、污染等“城市病”的困扰，气候挑战增加了问题的复杂性，但与此同时，也给了城市以应对气候变化为机、创新解决城市问题的机会，从交通、物流到通信、建筑，从技术到商业模式，各领域的绿色创新层出不穷。亚洲城市化发展和城市模式有何特点？面对快速增长的城市人口和活跃的城市经济，如何提供清洁、便捷的交通和物流？如何为新能源在城市的应用创造更多场景和条件？共享经济还有哪些潜力可挖掘？如何解决运维、盈利等挑战？应对气候变化和人们对更清洁城市的愿望，对城市基础设施提出了哪些新要求？如何完善？公私如何合作，为城市绿色解决方案的创新和落地创造条件？ Cities have been plagued by problems such as congestion and pollution, collectively known as "urban diseases." Climate challenges have added complexity to these issues, but at the same time, they provide opportunities for cities to address climate change, innovate, and find solutions to urban problems. From transportation, logistics, communication, and construction to technology and business models, green innovations are emerging in various fields.

· 李文轩，保碧新能源董事长
· 朱岩，蔚来资本管理合伙人
· 张海莹，地上铁创始人兼董事长
· 刘学亮，比亚迪亚太汽车销售事业部总经理，比亚迪日本分公司社长
· 主持人：陈颉，投中信息创始人，瀚深资产共同创始人兼CEO · Li Wenxuan, Chairman, PCG Power
· Ian Zhu, Managing Partner, NIO Capital
· Zhang Haiying, Founder and President of DST Car Rental (Shenzhen)
· Liu Xueliang, General Manager, BYD Asia Pacific Auto Sales Division; President, BYD Japan
· Moderator：Jay Chen, Founder, CVInfo; Co-Founder & CEO, Himension Capital

主题讨论｜投资东南亚（中文） Panel Discussion｜Investing in Southeast Asia(in Chinese language)

东南亚仍然保持着GDP高增速，人口红利之于互联网扩张是天然的沃土，加之供应链的调整令那片土地的制造业崛起，东南亚值得投资人更多的耐心。 Southeast Asia, with its vibrant economies, youthful population, and fast-paced digital growth, presents a compelling investment landscape. In recent years, this region has seen a surge of Chinese investments, fueling the evolution of the region's technology and infrastructure sectors. What are the dynamics of emerging markets, technological innovations, and socio-economic factors that shape these investment flows?

· 黄伟，万国数据创始人、董事长兼首席执行官
· 陈斓杰，领创集团创始人、CEO
· 主持人：陈俊，ALC 资本创始人、管理合伙人 · William Wei Huang, Founder, Chairman, Chief Executive Officer, Global Data Solutions Limited
· Jefferson Chen, Founder, CEO, Advance Intelligence Group
· Moderator：Justin Chen, Founder, Managing Partner, ALC Capital

联席主席闭幕致辞 Co-chair Closing Remarks

晚宴 Evening 主题晚宴（仅限邀请） Gala dinner (by invitation only)

接待入场
亚洲世纪 Opening Remarks
The Asian century

· 马凯硕，新加坡国立大学亚洲研究所杰出研究员
· 点评 / 对话人：约翰·桑顿（John Thornton），Barrick Gold执行主席；亚洲协会董事会联席会长 · Kishore Mahbubani, Distinguished Fellow, Asia Research Institute, National University of Singapore
· Commentator：John Thornton, Executive Chairman, Barrick Gold; Co-chair of the Board of Trustees of the Asia Society

第三日｜ 6月14日

Day3｜ June 14

路线1 Option 1 绿色持续的城市治理 Future-proof Governance

上午：新加坡市区重建局（URA）参访 Morning visit: Urban Redevelopment Authority, Singapore

午餐 Lunch

· 发言嘉宾：刘太格，知名建筑规划师，新加坡国家发展部建屋发展局首席建筑师兼CEO，1975-1989
· 主题：现代新加坡的规划之父 · Speaker: Liu Thai Ker, renowned architect-planner, Chief Architect & CEO of Housing & Development Board of Singapore (1975-1989)
· Topic: Architect of modern Singapore

下午：Newater新水项目参访 Afternoon visit

路线2 Option 2 面向未来的商业发展 Future-oriented Businesses

上午参访 Morning visit

午餐：领英亚太总部 Lunch at LinkedIn Asia Pacific

· 发言嘉宾：吴伟，原南洋理工公共管理研究生院院长
· 主题：中企出海案例分析 · Speaker: Wu Wei, Former Dean of Nanyang Centre for Public Administration
· Topic: An analysis on Chinese companies going overseas

下午：Next Gen Food参访 Afternoon visit: Next Gen Foods

会议资讯 Focus