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報告 | 行業集中度提升原因何在
Rising industry concentration: why and where?
拍賣 | 弗朗索瓦·路易·威登在京舉辦公益拍賣
Francois Louis Vuitton Auction for Commonwealth in Beijing
物流 | 蒂森克虜伯無人駕駛物流機器人亮相美國
hyssenkrupp’s TeleRetail delivery robot debuts in the US
轉型 | SAP積極助推中國數字化轉型
SAP complementing China’s digital transformation
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行業集中度提升原因何在
Rising industry concentration: why and where?
瑞銀證券近日發表最新股票策略報告，提示投資者採掘和材料行業、白酒、電商、房地產和保險等諸多領域出現集中度提升的現象。
UBS Securities issued the latest equity strategy report stating that the market concentration has increased in many sectors, including Chinese liquor (baijiu), eCommerce, real estate and insurance.
與此同時，很多龍頭公司的股價表現靚麗，推助大盤股在近個幾季度跑贏整體市場。
Meanwhile, share prices of many industry leaders have done significantly better in relative terms, contributing to the outperformance of large caps in recent quarters.
行業集中度提升是一項有望在未來幾年得以持續的結構性趨勢，而其影響尚未在股價中得到體現。
And increasing concentration is a structural trend that will continue in the coming years and its impact on stock performance has not been fully priced in.
報告指出，從宏觀的角度來看，目前在中國經濟的結構性調整中，有三個趨勢對塑造各行業的市場結構尤為重要。
The report points out that from the macro perspective, three aspects of China’s ongoing structural change are important in shaping the market structure across industries.
隨著中國創新潮的延續，技術進步有望幫助行業龍頭在知識密集領域中佔據更加主導的地位。
Technological advances have made market leaders increasingly dominant in knowledge-intensive industries as China’s innovation boom continues.
瑞銀證券認為，政府政策發揮著重要作用。鼓勵研發和創新，推動先進製造業發展的政策，往往有利於那些可以憑藉其現有技術優勢擴大市場份額的行業龍頭公司。
UBS Securities says, government policies play a significant role. Explicit policy measures to encourage R&D and innovation, and to promote advanced manufacturing, tend to favour industry leaders that have already acquired large market share given their existing technological advantages.
瑞銀證券發現，消費品和服務（例如調味品、液態奶、酒店、教育等）、製造業（新能源汽車電池和客車、LED、光伏）、科技、房地產和保險等行業的集中度呈上升態勢。
UBS Securities's findings point to: consumer goods and services (eg, condiments, liquid milk, hotels, after-school tutoring), manufacturing (new energy vehicle [NEV] batteries and buses, LED, solar), tech, property development and insurance, among others.
弗朗索瓦·路易·威登在京舉辦公益拍賣
Francois Louis Vuitton Auction for Commonwealth in Beijing
傳奇品牌路易威登家族第五代傳人弗朗索瓦·路易·威登先生攜手陽明酒業和寶悅世家，日前在北京舉辦2018年度弗朗索瓦·路易·威登私人窖藏紅酒品鑑系列活動，並將親筆簽名的珍貴藏品進行公益拍賣。
The fifth generation of the Legendary Louis Vuitton family, Mr. Francois Louis Vuitton, holding hands with the Parkview Wine, hosts the 2018 Francois Louis Vuitton Collection Personnelle Wine Dinner in Beijing. Precious personal collections signed by Mr. Louis Vuitton were auctioned for commonwealth.
弗朗索瓦·路易·威登先生說：“多年來，我對波爾多紅酒情有獨鍾，並與眾多古老列級莊家族保持著非同一般的友誼。幾年前，六家1855年的波爾多列級酒莊為我私人打造了一批個性化專屬特釀。這在波爾多釀酒史上尚屬首次，旨在高檔葡萄酒領域另闢天地。”
Mr. Louis Vuitton says: “Being for years, I pursue my passion for wine, extremely fond of Bordeaux, and extraordinary friendship with many families of the Grand Cru Class. Several years ago, six Grand Cru Class chateaus made some personal collections for me, and used my name as the brand, that this is the first time in Bordeaux.
他提出，此次拍賣所得全部捐贈予“北京水源保護基金會”，基金會一直以保障水安全、推廣水科普、改善水環境、宣傳水文化、發展水經濟為使命，致力於保護水源，建設綠色生態環境。
He stated that all the income of the auction will be donated to the Beijing Water Conservation Foundation, the foundation aims at water safety, water conservation, water protection, promoting water culture and developing water economy.
據弗朗索瓦·路易·威登私人窖藏系列產品亞太區合作伙伴陽明酒業董事長李林峰介紹，因中國市場的配額極為有限，陽明酒業將以會員制度進行銷售，中國大陸區域僅有3800個名額。
According to Mr. Wilson Li, the President of the Parkview Wine which is the Asia-Pacific Partner of the Francois Louis Vuitton Collection Personnelle, that the Parkview Wine will market the products as member only since the quota for China is very limited, and there are only 3800 members in mainland China.
蒂森克虜伯無人駕駛物流機器人亮相美國
hyssenkrupp’s TeleRetail delivery robot debuts in the US
蒂森克虜伯與TeleRetail攜手推出的無人駕駛物流機器人日前在美國參議院聽證會上亮相，這款機器人作為創新的運輸工具，被指定為自動駕駛汽車基準產品。
thyssenkrupp’s TeleRetail delivery robot was among the technical innovations and vehicles presented as a benchmark product for autonomous driving at a US Senate Field Hearing.
“在快速發展的美國大城市裡，我們需要智能化的方案來完成最後一英里的運輸，將備件送到技術人員手中。”蒂爾森克虜伯電梯全球物流高級副總裁Ivo Siebers表示。
“Fast growing American Metropolitan areas need intelligent solutions to cover the last mile in delivering spare parts to our technicians. ” explains Ivo Siebers, Senior Vice President of Global Logistics at thyssenkrupp Elevator.
“我們正在與TeleRetail合作研發無人駕駛汽車，以解決這個日益重要的物流問題。”
“In connection with TeleRetail we are testing autonomous vehicles to solve this growing logistical problem.”
無人駕駛汽車勢必在城市運輸的未來發展中發揮重要作用，這不僅體現在人員通勤方面，也包括利用機器人運輸貨物。
Self-driving vehicles already play a major role in the future of urban logistics – not in the shape of cars commuting people, but also in the shape of robots carrying and delivering goods.
在與瑞士軟件開發商TeleRetail的合作中，蒂森克虜伯電梯啟動了試點項目，嘗試使用物流機器人將備件和其他材料運送到維保工作現場。
In collaboration with software developer TeleRetail, thyssenkrupp Elevator launched a pilot project in which delivery robots transport spare parts and other material to maintenance job sites.
機器人是適用於現代電梯維保的理想物流方式，代表了智能化維修物流的未來，同時能夠鞏固蒂森克虜伯作為面向未來的移動出行解決方案提供者的定位。
Perfect for maintaining elevators in a contemporary way, the robots represent the future of smart maintenance logistics, reinforcing thyssenkrupp Elevator’s position as a future-oriented mobility provider.
在進行電梯和自動扶梯的維保工作時，零配件需要及時供應，通常技術人員只能開車返回倉庫取件，或者委託同事送到現場。
For elevator and escalator servicing, spare parts are needed quickly and a technician either has to drive back to base in his orher service vehicle or have it delivered by a colleague.
但是隨著城市街道交通擁堵的加劇，配送壓力也與日俱增。
But with increased traffic clogging up city streets, the pressure on the supply chains is rapidly.
“我們的維保技術人員正面臨著城市化所帶來的挑戰，” Siebers說，“無人駕駛的物流機器人恰好可以解決這一問題，以更加快捷、靈活且環保的方式將零配件從倉庫運往工作現場。”
“This is a major urbanization challenge that our service technicians are already experiencing today,” continues Siebers. “With driverless delivery robots we could fill a gap and get spare parts from our warehouses to the job site faster, more efficiently and with less impact on the environment.”
這種配送機器人的寬度只有85釐米，但載重量高達35公斤，它可在人行道上行駛以避開道路擁堵，還可以到達車輛限行的中心城區。
The delivery robots are just 85 cm wide and are suitable for traveling on sidewalks, thereby avoiding road congestion. They can also reach inner-city areas where vehicular transport is limited, carrying payloads weighing up to 35 kg.
使用者可以通過在線物流自動化平臺及時查看配送狀態。“我們希望藉此提升公司的服務水平，”Siebers補充說。
Information on delivery status can be obtained quickly via an online Logistics Automation Platform. “We hope to improve our service delivery in this way,” adds Siebers.
TeleRetail正在開發無人駕駛配送車輛，對於蒂森克虜伯來說，這項技術可能成為電梯維修領域的最佳物流解決方案。
TeleRetail is developing driverless delivery vehicles, and for thyssenkrupp Elevator they could be an optimal logistics solution for elevator servicing.
基於雲計算的無人駕駛系統可形成完整的供應鏈和物流網絡，這是一個具有巨大發展潛力且前景廣闊的方案。
The cloud-based driverless systems could form complete supply and logistics networks; a promising solution with enormous development potential.
SAP積極助推中國數字化轉型
SAP complementing China’s digital transformation
SAP大中華區日前宣佈，2017 年第四季度取得出色業績，並以全年軟件及軟件相關服務（SSRS）兩位數、雲收入三位數的強勁增長態勢，創造了歷史最佳財年。
SAP Greater China recently announced its exceptional performance in the fourth quarter of 2017, capping the company’s biggest year ever with double-digit growth for SSRS (software and software-related service) and very high triple-digit growth in cloud revenue.
SAP大中華區第四季度和2017全年業績均再創新高，這也是連續第四年取得穩健增長的佳績。
The company delivered its best fourth quarter and full year ever, exhibiting steady and consistent growth for the fourth consecutive year in the region.
SAP全球執行副總裁、大中華區總裁紀秉盟表示，SAP在2017年全方位表現出色，這源於制勝之道：即始終與中國的發展藍圖保持一致、與行業合作伙伴協作共贏、建立多元和包容的文化，以及打造卓越的執行力。
Mark Gibbs, Global Executive Vice President of SAP SE and President of SAP Greater China says, the tremendous performance from all areas in 2017 is derived from our winning formula in aligning with China's national agenda, collaborating with our industry partners, building a diversified and inclusive culture and focusing on executional excellence.
“展望 2018 和未來，我們將聚焦於策略的有效實施，加速成為雲端的行業引領者。在中國快速發展的數字經濟時代中，SAP將扮演越來越重要的角色，積極助力客戶實現宏偉的發展願景。”紀秉盟說。
“Looking ahead into 2018 and beyond, we are executing on a strategy that will accelerate our leadership in the cloud. SAP will play an increasingly important role in helping our customers achieve their growth ambitions in China’s fast-developing digital economy,” said Mark Gibbs.
2017年第四季度業務亮點包括：SAP S/4HANA 發展勢頭強勁；雲業務增長迅猛；SAP Leonardo迅速獲得市場青睞
Business highlights in Q4 FY17 including: exceptional SAP S/4HANA traction; booming cloud expansion; rapid embrace of SAP leonardo.
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來源 / 經濟日報（記者陳頤、朱琳）
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