新丝绸之路如何引领数字颠覆

© Oliver WymanThe New Silk Road is morecompelling than it was 15 years ago.The commercial opportunity usedto be a simple exchange of goods —mainly oil for consumer goods.Today, it’s a far more impactfulstory. The region has scale, it hasmomentum, and there are vibrantflows, not just of goods, but also ofcapital, talent, and technology. © Oliver WymanPREFACEDear Reader,Asia and the Middle East have enjoyed a rapid ascent over the past decade. Economic tiesbetween the two regions have simultaneously grown closer, with trade flows expanding tentimes over the past 20 years. The results are clear to see with Asian companies and investorsa common sight in the Middle East, just as their peers from the Middle East are activeacross Asia.One of the authors of this report documented those early changes in the bookThe New SilkRoad, published in 2009. However, much has changed since then, particularly in the past twoyears. This report updates the book’s findings, and explores the latest stage in what is a fast-growing and evolving relationship built on centuries-oldfoundations.In this second, more exciting phase, the relationship between Asia and the Middle East isbroadening beyond trade. Flows of capital, talent, and technology are more prominent thanever. Business activity has expanded beyond trade and construction to a range of sectors,including automotive, clean technology, and artificialintelligence.What does the future hold?We see a region where energy ties will grow tighter and clean technology will play a greaterrole. Manufacturing supply chains will spread out across a wider set of countries as companiesbuild resilience. Flows of private wealth will expand and cross-border payment solutions willimprove. Investments into aviation and transport infrastructure will support the rising flows ofpeople and goods. Finally, a young population of early adopters will drive digital disruption.Building a New Silk RoadIn writing this series, our ambition is to identify practical ways to help both governmentsand corporations not only take advantage of this massive opportunity, but also navigatethe challenges they may encounter. We have drawn on the experience and insights of ourcolleagues at Oliver Wyman, as well as those of senior executives and subject experts acrossAsia and the Middle East. We are grateful to everyone who contributed to this report.We hope you enjoy the research.Adel AlfalasiPartner, United Arab Emirates Ben SimpfendorferPartner, Hong Kong SAR © Oliver WymanCONTENTSExecutive SummaryThe New Silk Road’s ReachWhat's Next?Introducing Our Flagship New Silk Road InitiativeEnergy Transition AmbitionA Mobility InnovatorDeveloping Financial Services EcosystemA Digital DisruptorRemapping Supply ChainsNext-Gen Payment As SuperchargerKey Contacts 5671018314456698295 © Oliver WymanEXECUTIVE SUMMARYCenturies ago, the Silk Road was a critical network connecting East and West, with linkagesacross trade, culture, and politics. That network has now been revived, and 20 years into itsrebirth, the New Silk Road presents particularly dynamic opportunities.The countries that are part of the New Silk Road region are powering ahead once more,driven by three major triggers: the energy transition, global supply chain disruption, andgeopolitical tensions and regionalization. Each of these core shifts are reshaping andgenerating opportunities in a region that accounts for over 40% of the global economy.Flows have also expanded to include not just trade, but also capital, technology, and talent,creating a broader and deeper set of relationships. Today, we see opportunities across energy,mobility and transport, financial services, emerging payments, manufacturing and supplychains, and entertainment and gaming, to name just a few.Companies, investors, and governments have an opportunity to capitalize on these flows, butthey will need to adopt new strategies, operating models, value propositions, and mindsets.In this report, we lay out a series of action steps that private companies and governmentscan take in order to capture the opportunities in front of them.The New Silk Road region is also large, complex, and evolving quickly. There is no straight-line trajectory of how the next five years will look. To this end, the report evaluates diversescenarios and potential pathways. High levels of integration and transformation willsupercharge the New Silk Road, while low levels will dampen the region’s progress. © Oliver WymanTHE NEW SILK ROAD’S REACH50+ COUNTRIES4.9 BILLION PEOPLEOur definition of the New Silk Road extends across Asia, the Middle East, and North Africa.In our research and client workshops, we are especially focused on the 20 largest economiesthat account for 95% of the region’s GDP. © Oliver WymanWHAT’S NEXT?EIGHT ACTION STEPS FOR THE PRIVATE SECTORAction stepsDescription1Tackle internal silosFirms operating successfullyacross the New SilkRoad have overcomeorganizational silos basedon geographical divisions,such as be