BMI：迈向2050：产业、地缘政治与全球经济长期大趋势报告（英文版）-三个皮匠报告

1、June To owwarards 2050ds 2050MegaMegatr trends In Indusends In Industrytry,P,PoliticsoliticsAnd TAnd The Global Ehe Global Ec conomonomy y2026 EditionReport SummaryToCContentsMegatrends To 2050:Introduction.4Introduction.4BMIs Megatrends Survey:AI Emerges As Defining Structural Trend To 2050.13Indus

2、try.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

3、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 Wh

4、ere 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

5、 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.164Politics&Economics.172Geopolitical Fragmentation To Accelerate,Raising Global

6、 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 Sustai

BMI：迈向2050：产业、地缘政治与全球经济长期大趋势报告（中译版）（23页）.pdf

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