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报告 | 行业集中度提升原因何在
Rising industry concentration: why and where?
拍卖 | 弗朗索瓦·路易·威登在京举办公益拍卖
Francois Louis Vuitton Auction for Commonwealth in Beijing
物流 | 蒂森克虏伯无人驾驶物流机器人亮相美国
hyssenkrupp’s TeleRetail delivery robot debuts in the US
转型 | SAP积极助推中国数字化转型
SAP complementing China’s digital transformation
请看详细报道↓↓↓
行业集中度提升原因何在
Rising industry concentration: why and where?
瑞银证券近日发表最新股票策略报告，提示投资者采掘和材料行业、白酒、电商、房地产和保险等诸多领域出现集中度提升的现象。
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.
与此同时，很多龙头公司的股价表现靓丽，推助大盘股在近个几季度跑赢整体市场。
Meanwhile, share prices of many industry leaders have done significantly better in relative terms, contributing to the outperformance of large caps in recent quarters.
行业集中度提升是一项有望在未来几年得以持续的结构性趋势，而其影响尚未在股价中得到体现。
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.
报告指出，从宏观的角度来看，目前在中国经济的结构性调整中，有三个趋势对塑造各行业的市场结构尤为重要。
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.
随着中国创新潮的延续，技术进步有望帮助行业龙头在知识密集领域中占据更加主导的地位。
Technological advances have made market leaders increasingly dominant in knowledge-intensive industries as China’s innovation boom continues.
瑞银证券认为，政府政策发挥着重要作用。鼓励研发和创新，推动先进制造业发展的政策，往往有利于那些可以凭借其现有技术优势扩大市场份额的行业龙头公司。
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.
瑞银证券发现，消费品和服务（例如调味品、液态奶、酒店、教育等）、制造业（新能源汽车电池和客车、LED、光伏）、科技、房地产和保险等行业的集中度呈上升态势。
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·威登在京举办公益拍卖
Francois Louis Vuitton Auction for Commonwealth in Beijing
传奇品牌路易威登家族第五代传人弗朗索瓦·路易·威登先生携手阳明酒业和宝悦世家，日前在北京举办2018年度弗朗索瓦·路易·威登私人窖藏红酒品鉴系列活动，并将亲笔签名的珍贵藏品进行公益拍卖。
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·威登先生说：“多年来，我对波尔多红酒情有独钟，并与众多古老列级庄家族保持着非同一般的友谊。几年前，六家1855年的波尔多列级酒庄为我私人打造了一批个性化专属特酿。这在波尔多酿酒史上尚属首次，旨在高档葡萄酒领域另辟天地。”
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，此次拍卖所得全部捐赠予“北京水源保护基金会”，基金会一直以保障水安全、推广水科普、改善水环境、宣传水文化、发展水经济为使命，致力于保护水源，建设绿色生态环境。
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.
据弗朗索瓦·路易·威登私人窖藏系列产品亚太区合作伙伴阳明酒业董事长李林峰介绍，因中国市场的配额极为有限，阳明酒业将以会员制度进行销售，中国大陆区域仅有3800个名额。
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.
蒂森克虏伯无人驾驶物流机器人亮相美国
hyssenkrupp’s TeleRetail delivery robot debuts in the US
蒂森克虏伯与TeleRetail携手推出的无人驾驶物流机器人日前在美国参议院听证会上亮相，这款机器人作为创新的运输工具，被指定为自动驾驶汽车基准产品。
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.
“在快速发展的美国大城市里，我们需要智能化的方案来完成最后一英里的运输，将备件送到技术人员手中。”蒂尔森克虏伯电梯全球物流高级副总裁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.
“我们正在与TeleRetail合作研发无人驾驶汽车，以解决这个日益重要的物流问题。”
“In connection with TeleRetail we are testing autonomous vehicles to solve this growing logistical problem.”
无人驾驶汽车势必在城市运输的未来发展中发挥重要作用，这不仅体现在人员通勤方面，也包括利用机器人运输货物。
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.
在与瑞士软件开发商TeleRetail的合作中，蒂森克虏伯电梯启动了试点项目，尝试使用物流机器人将备件和其他材料运送到维保工作现场。
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.
机器人是适用于现代电梯维保的理想物流方式，代表了智能化维修物流的未来，同时能够巩固蒂森克虏伯作为面向未来的移动出行解决方案提供者的定位。
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.
在进行电梯和自动扶梯的维保工作时，零配件需要及时供应，通常技术人员只能开车返回仓库取件，或者委托同事送到现场。
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.
但是随着城市街道交通拥堵的加剧，配送压力也与日俱增。
But with increased traffic clogging up city streets, the pressure on the supply chains is rapidly.
“我们的维保技术人员正面临着城市化所带来的挑战，” Siebers说，“无人驾驶的物流机器人恰好可以解决这一问题，以更加快捷、灵活且环保的方式将零配件从仓库运往工作现场。”
“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.”
这种配送机器人的宽度只有85厘米，但载重量高达35公斤，它可在人行道上行驶以避开道路拥堵，还可以到达车辆限行的中心城区。
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.
使用者可以通过在线物流自动化平台及时查看配送状态。“我们希望借此提升公司的服务水平，”Siebers补充说。
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正在开发无人驾驶配送车辆，对于蒂森克虏伯来说，这项技术可能成为电梯维修领域的最佳物流解决方案。
TeleRetail is developing driverless delivery vehicles, and for thyssenkrupp Elevator they could be an optimal logistics solution for elevator servicing.
基于云计算的无人驾驶系统可形成完整的供应链和物流网络，这是一个具有巨大发展潜力且前景广阔的方案。
The cloud-based driverless systems could form complete supply and logistics networks; a promising solution with enormous development potential.
SAP积极助推中国数字化转型
SAP complementing China’s digital transformation
SAP大中华区日前宣布，2017 年第四季度取得出色业绩，并以全年软件及软件相关服务（SSRS）两位数、云收入三位数的强劲增长态势，创造了历史最佳财年。
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大中华区第四季度和2017全年业绩均再创新高，这也是连续第四年取得稳健增长的佳绩。
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全球执行副总裁、大中华区总裁纪秉盟表示，SAP在2017年全方位表现出色，这源于制胜之道：即始终与中国的发展蓝图保持一致、与行业合作伙伴协作共赢、建立多元和包容的文化，以及打造卓越的执行力。
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 和未来，我们将聚焦于策略的有效实施，加速成为云端的行业引领者。在中国快速发展的数字经济时代中，SAP将扮演越来越重要的角色，积极助力客户实现宏伟的发展愿景。”纪秉盟说。
“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年第四季度业务亮点包括：SAP S/4HANA 发展势头强劲；云业务增长迅猛；SAP Leonardo迅速获得市场青睐
Business highlights in Q4 FY17 including: exceptional SAP S/4HANA traction; booming cloud expansion; rapid embrace of SAP leonardo.
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来源 / 经济日报（记者陈颐、朱琳）
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