迈向2050：产业、政治与全球经济大趋势

And TAnd The Global Ehe Global Ecconomonomyy2026 EditionReport Summary Contents ToCIndustry...........................................................................................................................................................................................23Agribusiness: Adaptation Will Separate Winners From Losers .................................................................................................................................23Autos: Automation, Expanding EV Fleets, AI And Regionalisation To Transform The Sector ......................................................................31Banking & Financial Services: AI-Led Transformation In A Fragmented Financial System ...........................................................................40Consumer & Retail: Category Disruption & The Redistribution Of Value Across Ecosystems.....................................................................53Healthcare And Medical Devices: Redesigning Ageing Care with AI .....................................................................................................................64Construction & Infrastructure: AI, Robotics And Climate Challenges To Drive Accelerating Shifts..........................................................74Education & Labour: AI, Ageing And The Global Competition For Talent ............................................................................................................85Logistics & Freight: New Supply Chain Hubs Will Emerge Where Resilience And Geopolitics Align.........................................................96Metals And Mining: Navigating A New Era Of Technology, Geopolitics And Green Transformation......................................................105Oil & Gas: Industry Reshaped By Multipolar World And Technology Adoption ..............................................................................................114Pharmaceuticals: AI To Transform All Stages Of Value Chain ................................................................................................................................122Power & Renewables: Structural Forces Reshaping The Future Power System.............................................................................................131Technology: Convergence, Competition And Control .............................................................................................................................................145Tourism: Demographics, AI And Climate To Reshape Industry.............................................................................................................................154Energy Transition: Security And Competitiveness Reshape Energy Transition..............................................................................................164 Geopolitical Fragmentation To Accelerate, Raising Global Risks .........................................................................................................................172Accelerating Technological Change And Space Competition To Bring New Geopolitical Risks .............................................................18350-Year Tech Cycle To Transform Global Economy....................................................................................................................................................190Industrial Policy Accelerates For A Digital Age ............................................................................................................................................................201Physical Climate Risk: Impacts Will Rise Unevenly Due To Adaptation Gaps...................................................................................................212Long-Term Fiscal Sustainability In A High-Debt World: Outlook For Major DMs And EMs..........................................................................221US Dollar Dominance To Continue Despite Reserve Currency Diversification...............................................................................................227 © 2026 Fitch Solutions Group Limited. All rights reserved. All information, analysis, forecasts and data provided by Fitch Solutions Group Limited are for the exclusive use of subscribing persons or organisations (including thoseusing the service on a trial basis). All such content is copyrighted in the name of Fitch Solutions Group Limited and as such no part of this content may be reproduced,repackaged, copied or redistributed without the express consent of Fitch Solutions Group Limited. All content, including forecasts, analysis and opinion, is based on information and sources believed to be accurate and reliable at the time of publishing. Fitch SolutionsGroup Limited makes no representation or warranty of any kind as to the accuracy or completeness of any information provided, and accepts no liability whatsoever forany loss or damage resulting from opinion, errors, inaccuracies or omissio