《欧洲代表发言PPT.pdf》由会员分享,可在线阅读,更多相关《欧洲代表发言PPT.pdf(20页珍藏版)》请在三个皮匠报告上搜索。
1、FEM-Products on the moveInformation classification:InternalsPresidents Forum27 October 2023,Kyoto,Japan2023年年10月月27日日Ernesto DominguezPresident 总统FEM Industrial TrucksFEM工业车辆产品组主席AITO Presidents Forum 20232023 AITO 主席论坛主席论坛FEM-Products on the moveInformation classification:InternalContent 目录目录1.EU M
2、acroeconomic Figures 欧洲宏观经济数据(1)GDP(2)Employment 就业率(3)Economic Sentiment Indicator 经济景气指数2.European Industrial Truck Market 欧洲工业车辆市场(1)Country Trends 国家的趋势(2)Counterbalanced vs.Warehouse Trucks 平衡重及仓储叉车(3)Electric CB vs.Internal Combustion CB Trucks 电动车平衡重及内燃平衡重叉车3.EU Outlook:Automation,Energy and
3、Sustainability 欧洲未来展望4.Closing Remarks 结束语FEM-Products on the moveInformation classification:InternalEU Macroeconomic Figures欧洲宏欧洲宏观经济数据数据FEM-Products on the moveInformation classification:InternalEU real GDP growth rate Looking Back欧盟历年实际国内生产总值增长率欧盟历年实际国内生产总值增长率1.93.53.10.6-4.32.21.9-0.7-0.11.62.32
4、2.82.11.8-5.65.43.4-8-6-4-202462005200620072008200920000022%GDP Growth-EU28Source:ec.europa.eu 来源FEM-Products on the moveInformation classification:InternalSource:ec.europa.eu来源EU real GDP growth rate-Current2022/2023 年欧盟实际年欧盟实际 GDP 增长率增长率FEM-Products on t
5、he moveInformation classification:InternalEuro Area Inflation and Unemployment Rate欧元区通货膨胀率和失业率欧元区通货膨胀率和失业率Unemployment rateHICP overall InflationFEM-Products on the moveInformation classification:InternalEU Economic Sentiment Indicator欧盟经济景气指数欧盟经济景气指数长期平均来源:欧盟委员会FEM-Products on the moveInformation
6、classification:InternalEuropean Industrial Truck Market欧洲工欧洲工业车辆市市场FEM-Products on the moveInformation classification:InternalHistoric Order Development订单变化历史订单变化历史2023年6月LTM=过去的12个月Source:WITS/as of June 2023来源:WITS 2023年6月西欧西欧东欧东欧FEM-Products on the moveInformation classification:InternalEurope Co
7、untry Trends 分国家趋势变化分国家趋势变化东欧东欧Source:WITS/as of June 2023来源:WITS 2023年6月Note:LTM=Last twelve monthsLTM=过去的12个月thousand units 千台thousand units 千台GER 德国德国俄罗斯俄罗斯捷克捷克波兰波兰西欧西欧法国法国意大利意大利西班牙西班牙英国英国 德国德国thousand units 千台FEM-Products on the moveInformation classification:InternalEurozone Economic Outlook欧元区
8、经济展望欧元区经济展望FEM-Products on the moveInformation classification:InternalEurozone Outlook未来预测未来预测(欧盟(欧盟-2023 年度夏季预测年度夏季预测)Source:Oxford Economics;EU commission来源:欧盟GDP%FEM-Products on the moveInformation classification:InternalEU Outlook:Automation,Energy and Sustainability欧盟展望:欧盟展望:自动化、能源和可持续性自动化、能源和可
9、持续性FEM-Products on the moveInformation classification:InternalEU Green Deal A tsunami of new legislation欧盟绿色交易欧盟绿色交易-海啸般的新立法海啸般的新立法EU Green Deal aims to transform Europe into aNet Zero&Circular EconomyAccelerated pace&scope-100 new EU laws identified since 2020,over 50 identified potentially impacti
10、ng TMHE-3,000 pages of new legislationBusiness models will have to change due to:-radical transparency at company&product level-customers obliged to do due diligence on suppliers-new carbon taxes for customers,operations&suppliers-significant fines(e.g.5%of revenues in Germany)-1 trillion EU funding
11、 availableMandatory reporting on“material sustainability issues”FEM-Products on the moveInformation classification:InternalKey sustainability related EU Regulations analyzed in the regulatory assessment 监管评估中分析的与可持续性相关的主要欧盟法规监管评估中分析的与可持续性相关的主要欧盟法规FEM-Products on the moveInformation classification:In
12、ternalEU Green Deal Legislation classified according to European Sustainability Reporting Standards structure 欧盟绿色交易欧盟绿色交易-根据根据欧欧洲可持续发展报告标准洲可持续发展报告标准结构分类的立法结构分类的立法(1)E:EnvironmentS:Social G:GovernanceESRS E1:Climate changeEnergy Efficiency Directive(EED)Energy TaxationDirective(ETD)Renewable Energy
13、Directive(RED)Alternative Fuels Infrastructure Regulation(AFIR)Carbon Border AdjustmentMechanism(CBAM)ClimateLaw(CL)EmissionsTrading System(ETS)ETS for Buildings&Transport(ETSBT)Refuel AviationDirective(RAD)Fuel MaritimeInitiative(FMI)Industrial EmissionsDirective(IED)Key actionsof the EU Hydrogen S
14、trategyESRS S1:Own workforceJust Transition PlanEuropean WorksCouncil(EWC)FrameworkAgreement on Teleworking(FAT)H&S at Work FrameworkDirective(HSFWFD)InternationalLabour Organization(ILO)PersonalProtectiveEquipmentDirective(PPE)Pay Transparency Directive(PTD)ESRS 1:General PrinciplesESRS E2:Pollutio
15、nPersistentOrganic PollutantsRegulation(POPS)REACHregulation(Registration,Evaluation,Authorization,Restrictionof Chemicals)Restrictionof Hazardous SubstancesDirective(ROHS)Packagingand PackagingWaste Directive(PPWD)Packagingand PackagingWaste Regulation(PPWR)WasteElectrical&ElectronicEquipmentDirect
16、ive(WEEE)WasteFrameworkDirective(WFD)ESRS S2:Workers in the value chainConflict Minerals(CM)Due Diligence Guidance for Responsible Supply Chains of Minerals(CM OECD)ForcedImportLabor Regulation(FLIR)SectoralSocialDialogue(SSD)ESRS 2:General Strategy,governance,materiality assessment&disclosure requi
17、rementsCorporate Sustainability ReportingDirective(CSRD)TaxonomyDirective(TAX)Corporate Sustainability Due Diligence Directive(CSDDD)Non-FinancialReporting Directive(NFRD)Criteria Against Greenwashing and Misleading EnvironmentalClaims(CAGMEC)BetterRegulation(BREG)FEM-Products on the moveInformation
18、 classification:InternalEU Green Deal Legislation classified according to European Sustainability Reporting Standards structure 欧盟绿色交易欧盟绿色交易-根据根据欧欧洲可持续发展报告标准洲可持续发展报告标准结构分类的立法结构分类的立法(2)E:EnvironmentS:Social G:GovernanceESRS E3:Water and marine resourcesESRS S3:Affected communitiesESRS E4:Biodiversity
19、&ecosystemsRegulationon deforestation-freeproducts(RDFP)EU HabitatsDirective(EUHD)ESRS S4:Consumers&end-usersGeneral Data ProtectionRegulation(GDPR)Machinery Directive(MD)Safety of IndustrialTrucks(EN1175)ESRS G1:Governance,risk management,and internal controlWhistleblowersDirective(WD)Network&Infor
20、mationSecurity Directive(NIS)Network&InformationSecurity Directive2(NIS2)SustainableFinance Package 2023(SFP23)ESRS E5:Resource use&circularityBattery Directive(BD)Battery Regulation(BR)Circular Economy ActionPlan(CEAP)Critical Raw MaterialsAct(CRMA)End-of Life Vehicles Directive(ELV)Ecodesignfor SustainableProducts(ESPR)Rules promotingthe repair of goods(RPRG)EcodesignDirective(EDD)FEM-Products on the moveInformation classification:InternalClosing remarks结束语结束语THANK YOU谢谢