战略转型思维如何释放长期价值？2025年CEO展望调查

EY-Parthenon CEO Outlook SurveyJanuary 2025ey.com/CEOOutlook Contents Broader vision for transformationunlocks clear path to long-term value.....................4 2025 set to be a big deal forM&A..........................9 CEOs are committed totransforming their businessesto gain future competitiveadvantage amid heighteneduncertainties in 2025. In today’s fast-changing landscape, business model innovationand transformation are strategic imperatives. The most confidentCEOs are adopting a dynamic mindset viewing change as a corecapability. They understand transformation isn’t a one-time initiativebut an ongoing reimagination of behaviors and potential, rooted incontinuous learning andadaptation. In brief •A slight rise in CEOconfidence signalscautiousoptimism fortransformation andgrowthagendas. Market leaders prioritize holistic long-term transformation over quickfixes. Success requires persistence, strategic vision and investmentin one of businesses’ most critical assets: people. By re-skilling andnew-skilling employees, leaders unlock the key competitive edge ofhuman potential. •Deal appetite is high, as themost confident CEOs seeM&A as a driving force oftransformation – and theyare ready to act. Adaptability is the ultimate advantage. Organizations that embracea transformational mindset turn disruption into opportunity –continuously learning, pivoting and growing, to shape their futurewith confidence. •Decoding disruption isthe key to acceleratingsustainable growth, butgeopolitical uncertaintycasts a concerning shadow. CEO confidence steadily increasing across all aspectsofthe organization The latest Global CEO Confidence Index shows a modest three-point increasesince September 2024, indicating strengthening CEOs optimism about thenext12 months. CEO Confidence Index increased while both Mexico’s and Canada’s declined,potentially reflecting the result of the US election. InAsia, Singapore’s score declined, potentially reflectingfears that an increase in global trade tensions couldimpact its growth. However, China saw an increasereflecting the government’s announcement of supportfor theeconomy. CEO confidence influences how CEOs approachtransformation. The September 2024 surveyhighlighted that the most confident CEOs canovercome resistance and embrace transformationwith stronger processes to manage portfolio andstrategicinvestments. Our latest survey reveals that the confident CEOs arealso taking a long-term approach to transformation,focusing on enhancing customer and employeeengagement amid macroeconomic, geopolitical andtechnological shifts, to drive long-term sustainablevalue creation. In contrast, the less confident CEOs areconcentrating on short-term improvements in top andbottom-line performance. Geopolitical risks are playing an increasingly importantrole in corporate decision-making. On everythingfrom trade and tariff tensions, industrial sovereigntyinitiatives, and tax policy, to more serious regionalwars and disputes, CEOs are having to carefullyconsider their global footprint, supply chains,ecosystem partners and addressable markets.Understanding the global geopolitical landscapeand emerging risks has never been higher on theC-suiteagenda. Global economic forecasts predict that 2025 will havelevels of growth similar to 2024’s, with the inflationrate declines seen in 2024 across most economiesexpected to continue, albeit more slowly. However, therisk of global inflation spikes may begin to tilt to theupside, given the prospect of increased protectionism. A focus on short-term financial metrics may please thestock market, but it does not necessarily determinethe long-term success of transformation initiatives.Taking a longer-term view, even at the cost of short-term financial measures, is a more reliable path tosustainable value creation. CEO confidence in sector growth is driving morepositivity about company earnings. Companies arefinding it easier to manage their talent strategygiven rebalanced labor market conditions. There isalso a continued focus across transformation levers,including technology investment, and organic andportfolio transformation. There are notable differences in CEO confidence atthe country level. In Europe, the UK, Italy and theNordics region, scores have improved, while France’shas declined. This may reflect political stability inthese countries. In North America, the US score 01 Broader vision for transformationunlocks clear path to long-term value Confident CEOs are building disruption-resilient and customer-centricbusiness models to better position themselves for the future. Companies view critical trends and disruptions as eitherthreats to their existence or opportunities, and thisdifference separates industry leaders from laggards. Today’s business landscape is shaped by disruptive forces: rapid technologicaladvancements, including artificial intelligence (AI), climate change-drivensustainability agendas, and geopolitical tensions affecting s