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新锚点重塑供应链：投资机会

根据EastSpring 的调查显示，来自北美、欧洲和亚洲的150名高级管理人员认为，供应链再平衡是企业的首要任务之一。随着全球供应链的演变，企业正在进行再平衡，不仅是为了减轻风险，也是为了抓住机遇。高昂的成本和能力缺乏是再平衡的最大障碍。虽然再平衡是成本高昂的，但不采取行动的代价更高。预计未来供应链中将变得越来越重要的市场在全球和地区股票市场指数中的权重很小。投资者可能需要采取更专注的方法来利用全球再平衡主题中的阿尔法潜力。

供应链对投资者至关重要。想想看，2022年半导体芯片短缺是怎么影响到了汽车制造商的股价？我们也看到了全球供应链的变化如何近年来影响到了经济和市场。全球供应链的再平衡不是短期解决方案，而是一个长期趋势。我们的白皮书为那些想了解不断演变的供应链格局和由此带来的新投资机会的全球投资者提供了宝贵的信息。

我们开展了一项基于调查的白皮书，重点介绍了北美、欧洲和亚洲汽车、电子制造以及制药和医疗设备行业的企业领导人如何在推动增长和应对供应链挑战之间调整优先事项。

提升供应链的韧性是这三个行业领导人的首要任务之一。以下是我们调查中的一个问题：“请将以下业务重点按重要性排序。”

全球供应链的转变受到诸如地缘政治、贸易中断、气候事件和成本等关键结构性因素的推动。自2020年以来的一系列颠覆性事件加速了这些变化，迫使企业重新评估其战略重点，以保持韧性和竞争力。企业正在重新评估其对单一供应商或单一市场采购战略的依赖，这些战略在历史上具有成本效益，但日益脆弱。在三个受调查的地区，对于北美企业来说，再平衡将是最昂贵的。

第二问：与贵公司过去3年的平均年收入相比，未来中期（3-5年）需要投资多少百分比来实现多样化/再平衡？

全球企业正在付出巨大努力，从投资于新工厂到与新供应商建立战略合作伙伴关系，以重新平衡他们的供应链并提高韧性。然而，这种全球供应链的结构性重构是一项昂贵的工程。根据我们的调查，企业领导人认为，平均而言，他们公司年收入的14%将需要投资到中期再平衡中。如果不重新平衡，将会对利润产生重大影响。

第三问：如果贵公司当前的供应链保持不变，接下来的时间段内可能会受到负面影响/风险的利润百分比是多少？

尽管再平衡的成本很高，但75%的企业领导人认为，不采取行动的代价将比再平衡更高。根据行业的不同，未能重新平衡可能会导致未来10年利润的19-24%处于风险之中。重新平衡的最大障碍是高昂的成本和能力缺乏。此外，官僚主义障碍、技术缺乏、贸易规则和供应短缺也会妨碍这一过程。供应链网络正在转变——欧洲企业对亚洲仍然持乐观态度。

第四问：哪些供应链位置对企业的重要性有最大的增加（目前和未来5到10年）？

尽管目前主导全球供应链的市场，即美国和中国，预计未来仍将保持重要性，但它们相对于不同地区的重要性将发生变化，反映了地缘政治考虑的转变。我们的调查显示，印度、墨西哥以及东南亚、新兴欧洲和南美市场预计将成为未来供应链重要性增长的地区。

投资影响 可能从全球供应链转变中受益的市场在全球和地区股票市场指数中的权重很小。新兴市场（EMs）在MSCI AC World Index中占比为10%，而东盟仅占1%。与此同时，印度和东盟分别占MSCI EM指数的13%和6%。

因此，这些以市值加权的指数只提供了对预计最能从全球供应链再平衡中受益的国家的有限暴露。这些指数还倾向于持有广泛持有、市值较大的股票，这可能会降低投资组合的分散程度和阿尔法收益。因此，投资者可能希望考虑更专注的方法，以利用全球再平衡主题的阿尔法潜力。

Important: The information and opinions in this article are for general information purposes only. They should not be relied on as professional financial advice. Readers should seek independent financial advice that is customised to their specific financial objectives, situations & needs. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.

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Li Wenjun Olivia 李文君

非常荣幸，您来到我的个人网页。我是Olivia 李文君。2008年来到新加坡做为一个全额奖学金的学生，在新加坡最大公立医院ICU工作7年后，转行理财行业。入行之后我不断的去提升自己，结合自己的医疗背景，为客户转移潜在风险，精准配置。并且帮助客户做财务增值规划，让未来不确定的人生中有一份安心。非常尽心尽力的去服务我的每一位客户，不论您是刚毕业的年轻人，还是身价上亿的老总。希望我可以成为您在新加坡理财规划中的一个值得信赖的资源人士，为您货比三家，优中选优，在超过150家金融合作伙伴的产品中，配置最适合您的理财规划方案。

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根据《个人数据保护法》，鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料（例如姓名，证件号码，联系电话，邮寄地址，电邮地址和照片）。 该政策可在本公司网站上查寻，网址为 https://fa.com.sg/data-protection-policy/.

By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.

提交此表格，即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策