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凱颯（Joe Kaeser）/ 文

全球在經(jīng)過數(shù)年、甚至數(shù)十年井然有序的繁榮發(fā)展后，目前似乎陷入了無序之中。而且這種無序似乎已經(jīng)成為了一種新秩序—— 新常態(tài)。全球發(fā)展是否脫離了正常的軌道？

After years， even decades， of predictable and mostly prosperous development， the world now seems to be in disarray． It almost seems like disorder is the new order – the new normal． Has the world gone off the rails？

我認為并沒有，但是可以肯定的是，世界正在以迅猛的速度發(fā)生著巨大的變化。數(shù)字化正在推動技術疾速進步。大數(shù)據(jù)、機器人(22.650, -0.03, -0.13%)、人工智能以及電動汽車，都僅僅是其中的幾個案例。

I wouldn‘t say that， but certainly， the world is changing at breakneck speed． Digitalization is triggering quantum leaps in technological progress． Think of the advances being in the areas such as big data， robotics， artificial intelligence， and electro-mobility．

與此同時，諸如氣候變化和人口大規(guī)模遷移的全球化發(fā)展也給人們帶來了不安，許多人因此感到被拋棄和備受冷落。更糟糕的是，隨著這種不安情緒被刻意渲染，民粹主義、保護主義和孤立主義的苗頭就會死灰復燃，大行其道。

At the same time， global developments like climate change and mass migration are causing anxiety． Many people feel left behind and left out． And， unfortunately， it has become fashionable to pander to these anxieties and stoke the flames of populism， protectionism， and isolationism．

中國國家主席強烈警告了縱容這種情緒將會帶來的后果。同時，他也充滿信心地描繪了一幅樂觀的圖景。在今年于瑞士達沃斯舉辦的世界經(jīng)濟論壇上，習主席將其稱為“光明的未來”。

President Xi Jinping strongly warned against the consequences of nurturing such sentiments． And he also dared to be optimistic． At this year’s World Economic Forum in Davos， Switzerland， he painted a picture of a “bright future，” as he called it．

習主席在他備受關注的主旨演講中指出，僅僅因為目前所產(chǎn)生的矛盾和“不平衡”就指責“經(jīng)濟全球化”是目光短淺的行為，是錯誤的。他指出，世界必須找到一種新的平衡，從而戰(zhàn)勝貧困，實現(xiàn)共同繁榮。他給出的答案就是“開放”。

In his widely noted speech， Xi argued that it is shortsighted and wrong to blame “economic globalization” for the current contradictions and “imbalance．” He said that the world must find a new equilibrium， combat poverty， and create prosperity for all． His prescription is openness．

習主席熱忱呼吁建立自由的全球經(jīng)濟：“我們要堅定不移發(fā)展全球自由貿(mào)易和投資，在開放中推動貿(mào)易和投資自由化、便利化，旗幟鮮明地反對保護主義。”

And his plea for a free global economy was passionate：“We must remain committed to developing global free trade and investment， promote trade and investment liberalization and facilitation through opening up， and say no to protectionism．”

作為一名德國公民和一家德國之外的營收占公司總營收的87%、并在中國擁有31000名員工的公司的首席執(zhí)行官，我完全支持習主席的呼吁。國際貿(mào)易無論對中國還是德國來說都有著舉足輕重的意義。

As a German citizen and as the CEO of a company that generates 87 percent of its revenues outside Germany and employs more than 31，000 people in China， I fully support this plea． The economies of both China and Germany rely heavily on international trade．

中 國是世界第一出口大國，德國出口位居全球第三。2016年，中國首次成為德國最重要的貿(mào)易合作伙伴。同樣對中國來說，德國是一個有著特殊吸引力的商業(yè)市 場：中國企業(yè)去年在德國進行的直接投資達到了約130億美元，創(chuàng)歷史新高。我們兩大經(jīng)濟體通過貿(mào)易緊密聯(lián)系在一起，在價值鏈上的相互滲透程度也越來越深。

China is the No． 1 exporting nation in the world and Germany is No． 3． In 2016， China was also Germany’s most important trade partner for the first time． Vice versa， Germany is an especially attractive place for China to do business： Chinese companies made direct investments of roughly US$13 billion in Germany last year， more than ever before． Our economies are linked by strong trade ties； our value chains are increasingly intertwined．

在此背景之下，顯然，中國和德國都將獲益于不斷降低的貿(mào)易壁壘與透明、開放的投資環(huán)境。終極目標是創(chuàng)建一個“公平的競爭環(huán)境”，讓兩國的企業(yè)得到平等的機會。這應包括有效和可靠的知識產(chǎn)權保護，以及采用共同的國際技術標準，特別是在面向未來的發(fā)展領域如“工業(yè)4.0”或是中國提出“中國制造2025”戰(zhàn)略方面。

Against this backdrop， it is obvious that China and Germany will benefit from a continuing reduction of trade barriers and a transparent， open investment climate． The ultimate goal should be a “level playing field” where Chinese and German companies have equal opportunity． This should include effective and reliable protection of intellectual property rights as well as the adoption of joint international technology standards –especially in future growth fields like “Industrie 4.0” or its Chinese equivalent， “Made in China 2025．”

打造經(jīng)濟競爭力，邁向中高端

On the path to an advanced， competitive economy

全球范圍內(nèi)的思想、技術和產(chǎn)品交流為所有國家的發(fā)展帶來了新機遇。中國希望通過“十三五”規(guī)劃來抓住這一機遇。“十三五”規(guī)劃致力于將由出口和投資拉動的經(jīng)濟模式轉變?yōu)閯?chuàng)新驅動的經(jīng)濟模式。

The global exchange of ideas， technologies， and products opens up new opportunities for all countries． With the 13th Five-Year Plan， China seeks to seize these opportunities． The Plan calls for a transition from an economy driven by exports and investment to an economy driven by innovation．

中 國在繼續(xù)穩(wěn)步、持續(xù)、堅定地推進結構性改革。工商企業(yè)正在穩(wěn)步推進現(xiàn)代化改造，政府堅定地提倡發(fā)展面向未來需求的科學技術。新的關注點不再是兩位數(shù)的經(jīng)濟 增長率，而是關注經(jīng)濟質(zhì)量的提高，“新常態(tài)”正是實現(xiàn)這一目標的舉措。目標是到2025年，讓“中國制造”成為創(chuàng)新和品質(zhì)的代名詞。

The People‘s Republic continues to enact structural reforms prudently， sustainably， and consistently． Business and industry are being modernized step by step． And the government is resolutely promoting promising technologies． Instead of double-digit growth rates， the focus is now on qualitative growth， with the “new normal” as the measure． The goal is for products “Made in China” to be synonymous with innovation and quality by the year 2025．

這一改革無疑是項艱巨的任務。作為一個來自德國——一個全國人口“僅有”8300多萬的國家的旁觀者，需要很豐富的想象力來理解中國這樣一個有著14億人口、經(jīng)濟總產(chǎn)值占全球1/7的經(jīng)濟體的改革工程的巨大體量。

This transformation is undoubtedly an enormous undertaking． For observers from Germany， a country with “only” about 83 million inhabitants， it takes some imagination to grasp the dimensions of this project： China has a population of 1.4 billion people and accounts for one-seventh of the global economic output．

幸運的是，中國領導人并未低估這項任務的龐大規(guī)模。中國力求在2049年也就是中華人民共和國成立100周年之際完成改革計劃，這一決定值得高度尊重。

Fortunately， China’s leadership does not underestimate the magnitude of this undertaking， and it deserves greatest respect for aiming to complete this transformation by 2049， when the People‘s Republic will celebrate the 100th anniversary of its founding．

顯然，“十三五”規(guī)劃是中國實現(xiàn)經(jīng)濟可持續(xù)發(fā)展的機遇。然而，變革隨著時間推移才能日漸成效。在這一過程中，還需要堅持不懈和持之以恒，以及未來道路上不斷進行調(diào)適。

Clearly， the 13th Five-Year Plan is an opportunity for China to achieve sustainable economic development． However， it will take time for changes to have an impact． Patience and consistency will be needed， as well as continuous reforms along the way．

數(shù)字化的影響

The impact of digitalization

今天，數(shù)字化是實現(xiàn)增長、提高競爭力和創(chuàng)造更優(yōu)質(zhì)生活的最有效手段。數(shù)字化將幫助我們在未來的數(shù)十年中在許多領域取得長足進步，并將繼續(xù)改變所有行業(yè)。

Today， digitalization is the most effective way to generate growth， boost competitiveness， and raise quality of life． It will enable us to make tremendous progress in many fields in the coming decades and it has already and will continue to transform all industries．

制造業(yè)對中德兩國來說格外重要，因為兩國的經(jīng)濟都對其高度依賴。盡管數(shù)字化可以將制造業(yè)的生產(chǎn)效率提升到更高的水平，但是其對于社會的影響還很難預測。

Manufacturing is of particular relevance to China and Germany because the economies of both countries rely so heavily on it． While the digitalization of manufacturing has the potential to push productivity to new heights， its impact on society is difficult to predict．

據(jù)估測，當前工作崗位中，約有一半將在未來數(shù)年間實現(xiàn)自動化。如果出現(xiàn)這種情況，對勞動力市場的影響將是巨大的，特別是在制造業(yè)。在第四次工業(yè)革命時代，如果機器能夠完成大部分的日常工作，那么人類在“工業(yè)4.0”時代將怎么辦？工人需要具備什么樣的技能？

According to some estimates， roughly half of today’s jobs will be automated in the coming years． If that scenario comes true， the impact on the labor market will be massive， in particular in manufacturing． If machines perform most of the routine tasks in the Fourth Industrial Revolution， in Industrie 4.0， what will humans do？ And what skills will workers need？

我們不能預測未來，但目前已經(jīng)確定無疑的一點是：只有能夠創(chuàng)造出足夠的、新的高收入崗位，并且工人能夠得到必要的培訓，經(jīng)濟轉型才會成功。我們必須確保整個社會能夠從數(shù)字化中受益。

We cannot predict the future， but one thing is already certain today： The transformation of our economies will only be a success if it creates enough new， well-paying jobs and if workers receive training for these jobs． We must make sure that society as a whole benefits from digitalization．

二十世紀后半葉，德國經(jīng)濟重鎮(zhèn)魯爾區(qū)在經(jīng)歷了嚴峻的危機后，開展了一場相似的轉型。當時，煤炭和鋼鐵這兩大關鍵行業(yè)逐步衰退。

In the second half of the 20th century， Germany‘s economic powerhouse， the Ruhr Region， underwent a similar transformation， which was preceded by severe crisis． Two key industries， coal and steel， started crumbling．

正是在此期間，德國逐漸意識到穩(wěn)步推進和以負責任的方式開展行動至關重要。成功實施轉型，僅僅打造新的產(chǎn)業(yè)是不夠的，還要為新的產(chǎn)業(yè)的從業(yè)人員提供相應的培訓和教育。

During this time， Germany learned how important it is to act prudently and responsibly． Managing a transformation successfully not only involves developing new industries； it also involves training and educating people for the new jobs in those industries．

通過提供培訓和教育助力中國的偉大轉型

Supporting China‘s Great Transformation by providing training and education

中國政府了解跨國企業(yè)在經(jīng)濟振興中可以發(fā)揮的重要作用。但跨國企業(yè)也必須懂得，中國需要可靠的、擁有長遠的大局觀并勇于面對挑戰(zhàn)的合作伙伴。西門子正是這樣的合作伙伴。

China’s government understands that multinational companies have the potential to play a vital role in the renewal of its economy． But multinationals must also understand that China needs reliable partners， partners who think long term and do not sidestep the challenges ahead． Siemens is that kind of partner．

西門子于1872年進入中國市場。多年來，西門子一直為本土員工提供培訓項目。2011 年，西門子與中國教育部簽署了一份教育合作備忘錄，承諾為中國的大專院校和職業(yè)培訓機構提供工程專業(yè)人才培訓。

Siemens has been active in China since 1872． And for many years， our company has offered training programs for local employees． In 2011， Siemens signed a memorandum of understanding with China’s Ministry of Education that set forth the company‘s commitment to contribute to the training of engineering professionals at universities and vocational schools．

截 止到 2015 年底，西門子在中國教育領域投入的資金、設備和軟件總價值達到 7.11 億元人民幣。2016年，西門子續(xù)簽了教育合作備忘錄，承諾在中德兩國友好合作的框架下，為中國的國家戰(zhàn)略“中國制造 2025”培養(yǎng)更多的創(chuàng)新人才。作為對西門子在教育推廣等各方面所作出的努力的認可，西門子公司2016年被授予“CSR中國教育獎”最佳可持續(xù)發(fā)展獎。 這一獎項也是中國教育領域唯一的官方獎項。

Up to the end of 2015， the company invested RMB711 million in China． This figure includes equipment， and software． In line with China’s national strategy “Made in China 2025” and within the framework of Sino-German cooperation， Siemens renewed the MoU in 2016 with the aim of promoting the education of innovative talents． In recognition of these and other efforts， Siemens received the Best Sustainability Award of the Corporate Social Responsibility China Education Awards in 2016． These are the only official awards for education in China．

除 了提供職業(yè)培訓的機會，西門子還為能力突出的技術人員提供就業(yè)機會。目前西門子在中國擁有約31000 名員工，其中約有 4500 人在我們的研發(fā)中心工作，這其中就包括去年剛剛投入運營的西門子中國研究院蘇州院。同時，西門子新成立的專注初創(chuàng)業(yè)務的 “next47””也在中國設立了辦事處。

In addition to vocational training， Siemens also offers jobs for highly qualified workers． Of the 31，000 Siemens employees in China， about 4，500 work in our research and development centers， including the new research center in Suzhou that we opened just last year． Also， next47， the unit we just founded to bundle our start-up activities， has hubs in China．

我們憑借廣泛的本地化業(yè)務，積極參與“中國制造2025”、“互聯(lián)網(wǎng)+”、“新型城鎮(zhèn)化”以及“一帶一路”，成為中國經(jīng)濟發(fā)展道路上強有力的技術合作伙伴。

Our large local footprint enables us to be a strong technology partner for China in the ongoing development of its economy – for “Made in China 2025”， for Internet+， for “new urbanization”， for “One Belt， One Road”．

西門子在數(shù)字制造領域的專業(yè)技術和經(jīng)驗能夠為中國帶來巨大的幫助。憑借數(shù)字化技術，我們?nèi)蚵劽牡聡藏惛窆S的產(chǎn)量在過去 25 年里增長了八倍，而同期員工總數(shù)則幾乎保持不變。持續(xù)培訓是取得這一成就的先決條件。

China can benefit from our expertise and experience in the digitalization of manufacturing． Thanks to digital technologies， the output of our world-class factory in the German town of Amberg has risen eightfold over the last 25 years， while the number of employees has remained roughly the same over the same period． Continuous training is a big part of this success story．

安貝格數(shù)字化工廠的“姊妹工廠”位于成都，也是我們在德國以外建立的第一家數(shù)字化工廠。自成都工廠建成以來，西門子已經(jīng)和中國地方政府部門以及眾多本土公司建立了合作伙伴關系，共同開拓數(shù)字制造的機遇。

This factory has a “twin” in China． Our digital factory in Chengdu is almost an identical copy of the factory in Amberg． And it‘s the first digital factory Siemens built outside Germany． Since it was built， Siemens has formed partnerships with local government and a broad range of local companies in order to jointly explore the opportunities offered by digital manufacturing．

環(huán)保與應對氣候變化

Protecting the environment and fighting climate change

中國政府意識到環(huán)保已經(jīng)成為中國面臨的最大挑戰(zhàn)之一。到2030年，中國希望單位GDP碳排放在2005年的基礎上降低60%到65%。

The Chinese government understands that environmental protection is one of the biggest challenges China faces． By the year 2030， it aims to lower the carbon intensity of GDP by an impressive 60 to 65 percent relative to 2005．

為實現(xiàn)這一目標，中國計劃推進化石能源的清潔高效利用，并持續(xù)大力發(fā)展可再生能源。同時，國家級的碳排放交易系統(tǒng)也在籌備中，建成后將成為全球最大的碳交易體系。

To achieve that， the government plans to make the use fossil fuels cleaner and more efficient and to invest substantially in the expansion of renewable energy． Also， a nationwide emissions trading systems is in preparation． Once established， it will be the largest system of its kind in the world．

西門子的創(chuàng)新科技可以幫助中國完成這些宏偉的目標。例如，西門子向位于香港屯門的全新聯(lián)合循環(huán)電廠龍鼓灘電廠提供了高效技術，為香港的可持續(xù)能源發(fā)展做出了貢獻。

Innovative technologies from Siemens can help China achieve these ambitious goals． For example， Siemens contributes to a sustainable future in Hong Kong by delivering highly efficient technology for a new combined-cycle power plant， the Black Point Power Station in Tuen Mun．

龍鼓灘發(fā)電廠計劃于2020年前投入運營，總裝機容量將達到550兆瓦，每月能夠為約百萬家庭提供電力。這是西門子在大中華區(qū)獲得的首個H級燃氣輪機訂單。

Scheduled to go into operation before 2020， the plant will have a total capacity of 550 megawatts and supply approximately one million households with electricity． This is the first order for our biggest gas turbine， the so-called H-class， in Greater China．

西門子也正在參與世界上最長的高壓直流（HVDC）輸電線路的建設工作，這條線路將跨越將近3300公里，連接昌吉和古泉兩地，輸電量將達到12吉瓦。這條線路使用的變壓器目前正在我們位于德國紐倫堡和廣州的工廠進行生產(chǎn)。

Siemens is also involved in building the world’s longest high-voltage direct-current （HVDC） transmission line． It will connect Changji and Guquan over a distance of almost 3，300 kilometers and has a capacity of 12 gigawatts． The transformers for this line are built both in Nuremberg， Germany， and in Guangzhou．

上海中心大廈總高度為632米，是全球第二高建筑和中國最高建筑。它也是世界上安全性最高、最可靠和環(huán)保的摩天大樓，而做到這些，憑借的正是由西門子提供的先進樓宇科技。

At a height of 632 meters， Shanghai Tower is the world’s second tallest building and the tallest building in China． It is also one of the world’s safest， most reliable and eco-friendly skyscrapers in the world， thanks to advanced building technologies from Siemens．

服務社會170年

Serving society for 170 years

我們的公司創(chuàng)始人維爾納·馮·西門子首先確立了公司的目標。他認為科學與工程應該服務于公共利益。170年間，西門子始終不忘初心，為提高人們的生活質(zhì)量和為社會創(chuàng)造持久價值提供技術支持。

It was Werner von Siemens， the founder of our company， who first defined the purpose of the company． He said that science and engineering should be applied for the common good． Siemens has remained true to that purpose for 170 years by providing technologies that improve quality of life and create lasting value for society．

今天，我們以《聯(lián)合國2030年可持續(xù)發(fā)展議程》作為為社會創(chuàng)造價值的行動指南。這一議程中設定了17項可持續(xù)發(fā)展目標。根據(jù)這些目標，我們確立了與國家發(fā)展相關的議題，以及達成這些目標的衡量標準，我們稱之為“企業(yè)社會價值”。

Today， our reference for determining the value we create for society is the United Nations’ 2030 Agenda for Sustainable Development． It sets out 17 Sustainable Development Goals． Working from these goals， we identify issues relevant to the development of a country and measure how we contribute to reaching them． We call this approach “Business to Society．”

例如，我們在中國及全球范圍內(nèi)幫助客戶降低二氧化碳排放。2016財年，西門子環(huán)保業(yè)務組合的產(chǎn)品和解決方案已經(jīng)幫助客戶減少5.21億噸二氧化碳排放，相當于德國每年碳排放總量的60%左右。

For example， in China and all over the world， we help customers reduce CO2 emissions． In fiscal 2016， the products and solutions of our environmental portfolio enabled customers to reduce their CO2 emissions by 521 million metric tons． That’s equivalent to about 60 percent of the annual CO2 emissions of Germany．

同 時，我們也身體力行減少自己的碳排放足跡：西門子是全球第一家承諾于2020年實現(xiàn)二氧化碳減排50%，并于2030年實現(xiàn)碳中和的大型工業(yè)企業(yè)。西門子 于2015年9月開始實施碳中和計劃，目前已經(jīng)比原計劃提前完成階段性目標。我們已經(jīng)能夠看到在提高能效和降低二氧化碳方面的投入取得回報。

But we are also reducing our own carbon footprint： Siemens is the first major industrial company to commit to cutting CO2 emissions by half by 2020 and to being carbon neutral by 2030． We launched our carbon neutral program in September 2015， and we are meeting our goals sooner than originally planned． It‘s already evident that investments in energy efficiency and CO2 reduction are paying off．

我 們在可持續(xù)發(fā)展方面的貢獻屢屢榮獲優(yōu)秀評級。西門子連續(xù)17年入圍道瓊斯可持續(xù)發(fā)展指數(shù)（DJSI）評選；瑞士可持續(xù)投資公司RobecoSAM授予西門 子業(yè)內(nèi)最佳可持續(xù)發(fā)展公司之一的榮譽。我們的表現(xiàn)同樣得到非營利性國際組織CDP的認可，我們被認為是在供應鏈中推行低碳科技、應對氣候變化危機和減少碳 足跡方面做得最好的企業(yè)之一。

Our contribution to sustainable development has been confirmed by excellent ratings． Siemens has been included in the DJSI World Index for 17 consecutive years． RobecoSAM rates our company as one of the most sustainable companies in our industry． And CDP has recognized our performance by rating us among the best when it comes to capturing business opportunities arising from low-carbon technologies， mitigating climate risks， and reducing the carbon footprint in our supply chain．

西門子在全球超過200個國家開展業(yè)務。在西門子所及之處，我們承諾通過提供改善生活質(zhì)量的科技來支持可持續(xù)發(fā)展。這正是我們服務中國乃至全球社會的方式。

Siemens does business in over 200 countries worldwide． Whereve