东盟工业转型：区域与全球协作的集群驱动模式

In collaboration with Accenture Industrial Transformation in ASEAN:A Cluster-Driven Model for Regionaland Global Collaboration W H I T EP A P E RJ A N U A R Y2 0 2 6 Contents Foreword3Executive summary41Context and opportunity52Clusters as catalysts of ASEAN’s energy transition7and industrial transformation2.1ASEAN – the region’s energy transition7and industrial transformation enabler2.2ASEAN nations overview: balancing industrial10growth and decarbonization2.3Challenges to ASEAN’s energy transition122.4Strengthening industrial clusters’ role in13ASEAN’s transition3From strategy to scale: howASEAN’s industrial15clusters are driving transition today3.1Partnerships163.2Policy203.3Technology223.4Finance244Industrial cluster playbook264.1Formation stage274.2Developing stage284.3Scaling stage295Expanding ASEAN’s global connectivity30Conclusion33Contributors34Endnotes37 Disclaimer This document is published by theWorld Economic Forum as a contributionto a project, insight area or interaction.The findings, interpretations andconclusions expressed herein are a resultof a collaborative process facilitated andendorsed by the World Economic Forumbut whose results do not necessarilyrepresent the views of the World EconomicForum, nor the entirety of its Members,Partners or other stakeholders.©2026 World Economic Forum. All rightsreserved. No part of this publication maybe reproduced or transmitted in any formor by any means, including photocopyingand recording, or by any informationstorage and retrieval system. Foreword Gim Huay NeoManaging Director,World Economic Forum Stephanie JamisonChair, Global Resources IndustryPractices; Lead, Global SustainabilityServices, Accenture Adrian MarcellusChief Executive Officer, MyDIGITALCorporation; Head, MYCentre4IR The World Economic Forum, in collaborationwith Accenture, launched the TransitioningIndustrial Clusters (TIC) initiative,1which connectsstakeholders across policy, industry, finance andtechnology to align on objectives, approach andstrategy in building new industries and capabilities,while upgrading existing industries and skills. Thisincludes sharing best practices and knowledge,pooling risks and expertise, as well as promotingpro-business regulatory policies and standards toenable transformational change at speed and scale. a central role in advancing the TIC agenda. As partof a global ecosystem of technology governanceinnovators, MYCentre4IR supports Malaysia’sambition to lead in sustainability, the energytransition and digital transformation, and has beeninstrumental in anchoring TIC’s momentum inMalaysia and across the Association of SoutheastAsian Nations (ASEAN). As chairperson of ASEAN in 2025, the Prime Ministerof Malaysia, Datuk Seri Anwar Ibrahim, announcedthat TIC will be adopted as a national agenda,uniting companies and public institutions to drivesustainable economic growth and development.Recognized as a national priority under the MalaysiaDigital Economy Blueprint and aligned with theNational Fourth Industrial Revolution Policy, NationalIndustrial Masterplan and National Energy TransitionRoadmap, TIC strengthens Malaysia’s efforts toscale industrial transformation and accelerate theshift towards a more sustainable, competitive anddigitally enabled economy. Building on this mission, the TIC is also supportingthe green transition of hard-to-abate industrialsectors, such as the production of concrete,aluminium and steel, which account for nearly 30%of global Scope 1 and 2 greenhouse gas (GHG)emissions. This rises to nearly 40% when includingthe hard-to-abate transport sectors, namelyaviation, shipping and trucking.2 Today, TIC supports a rapidly expanding globalnetwork of 40 signatory clusters in 20 countries,contributing $508 billion to global gross domesticproduct (GDP), sustaining 4.6 million jobs andcarrying the potential to reduce carbon dioxideequivalent (CO2e) emissions by 877 million tonnes.3This is equivalent to the ninth-largest emitterglobally, if it were a country.4 Inspired by this bold and strategic vision, this papertakes a close look at how industrial clusters cancatalyse more inclusive, resilient and sustainablegrowth among ASEAN economies. By sharinginsights and practical pathways forward, thispaper seeks to highlight the opportunities fortrade, business and investment partnerships forpolicy-makers, public institutions, industry players,investors, and development partners in shapingand participating in a very exciting chapter ofASEAN’s green transition and development. In South-East Asia, the Malaysia Centre for theFourth Industrial Revolution (MYCentre4IR),hosted by MyDIGITAL Corporation and part of theWorld Economic Forum’s global network, plays Executive summary South-East Asia requires coordinated, low-carbon industrial transformation through alignedpolicies, collaborative clusters and innovativefinance for sustainable, resilient growth. The Association of Southeast Asian Nations(ASEAN) – comprisingBrunei Darussala