2025年全球CEO调查_28页_9mb

总结：Reinvention on the Edge of Tomorrow

核心内容

PwC's 28th Annual Global CEO Survey highlights the transformative potential of generative AI (GenAI) and sustainability investments in shaping the future of business. While early productivity gains from GenAI are evident, its long-term impact depends on systematic integration and workforce readiness. Sustainability investments are increasingly yielding financial benefits, with a significant portion of CEOs reporting revenue growth and cost reduction. However, the pace of reinvention across industries remains slow, and many CEOs are not fully leveraging the opportunities presented by AI and climate change.

主要观点

• GenAI Adoption and Impact:

  • Over half of CEOs report efficiency gains from GenAI, and one-third report increased revenue and profitability.
  • Despite slightly lower optimism compared to last year, expectations for GenAI's profitability impact remain high.
  • GenAI is still in early stages of adoption, and only 17% of CEOs expect to reduce headcount, while 42% expect to increase it.
  • Only a third of CEOs are systematically integrating AI into workforce and skills strategies, which could be a misstep.

• Sustainability Investment Returns:

  • Climate-friendly investments are six times more likely to increase revenue than decrease it.
  • Two-thirds of CEOs report cost reduction or no significant cost impact from these investments.
  • Profit margins are higher for companies that invest in sustainability, even after controlling for other variables.
  • In China, 60% of CEOs report additional revenue from climate investments, while in Germany and France, 50% report increased costs.

• Reinvention and Business Model Transformation:

  • 42% of CEOs believe their company will not be viable in ten years if it continues on its current path.
  • The most common reinvention actions are product/service innovation and targeting new customer groups.
  • Only 7% of revenue on average comes from new businesses, indicating a slow pace of reinvention.
  • Companies in the Middle East and China are leading in revenue diversification through new businesses.

• Decision-Making and Resource Allocation:

  • Many CEOs lack robust strategic decision-making processes, with only half regularly applying best practices to counter biases.
  • Dynamic resource reallocation is critical for reinvention, yet most companies reallocate less than 20% of their resources annually.
  • Higher human resource reallocation is associated with significantly higher profit margins.

关键信息

• AI and Sustainability:

  • GenAI is seen as a tool for productivity and profitability, but trust in its integration remains low.
  • Sustainability is increasingly becoming a driver of financial performance, with strong support from investors and CEO compensation structures.

• Global Economic Outlook:

  • CEOs are more optimistic about global economic growth than ever before, with 60% expecting improvement in the next 12 months.
  • Macroeconomic volatility and inflation are the biggest threats, though these are not evenly distributed across regions and industries.

• Sector Reconfiguration:

  • Over 40% of CEOs report their companies are competing in new sectors, signaling a shift in traditional industry boundaries.
  • Agility and external triggers, such as AI and climate change, are key to successful cross-sector moves.

• Recommendations:

  • Systematic AI Integration: Invest in data readiness, platform integration, and workforce skills to maximise GenAI's potential.
  • Sustainable Value Creation: Challenge leadership to bring climate-friendly products and services to market and develop a data strategy for sustainability reporting.
  • Reinvention Focus: Take more significant steps to transform business models, especially in sectors affected by digitisation and decarbonisation.
  • Decision Quality: Improve strategic decision-making by reducing biases and ensuring a fact-based approach.
  • Resource Reallocation: Prioritise agile resource allocation, particularly in human capital, to support reinvention and profitability.

结论

The survey underscores the need for CEOs to balance short-term optimism with long-term strategic reinvention. As AI and sustainability reshape industries, companies must adapt their models, invest in people and data, and foster a culture of innovation and agility to remain competitive and sustainable in the future.