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第一财经：c7c7娱乐平台官网入口投资赵令欢：数字化经济将成中国经济生长驱动力
时间：2019-01-22
在1月22日开幕的2019冬季达沃斯论坛上，c7c7娱乐平台官网入口投资董事长、总裁赵令欢接受CNBC记者采访，就目今国际海内形势下的投资战略与看法揭晓了看法。
赵令欢体现：应该看到中美商业摩擦背后体现的天下前两大经济体的相互依赖性，各人应当拥有恒久看法和谈判、相助与前进的建设性思绪。只管面临天下快速转变和中国刷新深化的外部情形，c7c7娱乐平台官网入口投资依然坚持投资中国的战略，看好基于恒久全球化趋势的跨境投资，以及仍在快速增添的中国数字经济。关于详细投资案例的问题，赵令欢对中国WeWork的快速生长和商业模式优化体现知足。
以下为采访文字实录
John Zhao: Well, by numbers, that seems to be the case. But it really suggests something that is much deeper than the number that started to show. First of all, it shows the interdependency that the world has built with each other, certainly, the world’s No.1 – the U.S., and the No.2 economy by size. But it also suggests that, while there are some short-term pains to be resolved, we really need to have a long-term view. The Huawei event or other events are reminders – how much dependency and how much we all benefited while there are some problems, we probably need a long-term view based still on, you know, negotiations, collaborations and improvements.
赵：从近期数据上看中美之间商业摩擦带来的影响确实是个问题。但现实上数字背后体现的寄义远比数字自己要深刻得多。首先，它体现了天下各国之间建设了很强的相互依赖性，特殊是天下第一大经济体美国和天下第二大经济体之间的细密联系。同时，只管这也体现了我们需要解决一些短期阵痛，但从久远来看，我们都将从相互依赖的全球化关系中获益，这就需要各人都拥有建设在谈判、相助与前进基础上的恒久看法。
Q: In the current environment, are you feeling more pressure to invest in China?
问：在目今的情形下，您是否感受到更多要投资中国的压力？
John Zhao: Well, we’ve always invested in China, especially SOE restructuring, reform, making them more market-driven. And we’ve always focused on cross-border (investment), knowing the globalization trend. We are still seeing deals like that, but they are all very different. Obviously, the world is changing, and we are seeking for new orders to be built, new rules to be completed. China is getting into deeper-level reform, so while the themes are similar, growth and restructuring, as a PE fund, but the methodology and priorities are shifting very quickly.
赵：我们始终坚持投资中国的战略，好比国企刷新、提升国企市场化的诸多案例�；谖颐嵌匀蚧魇频纳羁堂魅�，我们也一直很看好基于中国市场的跨境投资，现在依然能够看到许多类似生意，但已经与已往爆发了重大的转变。很显然，面临转变的天下，我们正在探索新秩序与新规则。相关于天下的转变，中国的刷新也进入了深水区，只管主题依然是增添与结构调解，对私募基金来说，要领论和投资重点都需要一直迅速调解。
Q: Can you give us a better idea about what looks attractive to you as an investment as part of this shift?
问：能否详细说一下，在这一转变当中，什么样的投资对您来说较量有吸引力？
John Zhao: We are focusing on two areas, one, for still fast-growing Chinese economy- digitization. Digitization is changing every aspect of consumers’ life, hence, calling for radical changes of all business models. China actually is very unique, because over the years, China has built, I think, one of the best digital infrastructure in the world - number of internet users, number of smart phones per user holds, time they spent. So, everything that is digital economy is good.
赵：我们重点关注的领域是仍在快速增添的中国数字经济。数字化趋势改变着消耗者生涯的每个方面，因此所有的商业模式也要响应举行深刻厘革。中国的情形很是奇异，由于在已往这些年中，我以为中国建设了天下上最优异的数字基础设施之一，无论是互联网用户数，照旧用户人均智能手机拥有量，尚有用户上网时间。因此，任何与数字经济相关的投资仍然拥有较量好的生长远景。
Q: You’ve also invested in China WeWork, WeWork has been touted as a potential company that might IPO this year. I mean, it hasn’t been an easy time for listings last year, many are concerned about just what’s going on in the global market environment. You were a bit on the late side getting in on WeWork, would you like to see them IPO?
问：你们也投资了中国WeWork，据称，WeWork有可能今年上市。在这方面，去年的IPO市场很不清静，市场情形就让全球投资者忧心忡忡。你们投资WeWork的轮次相对较晚，你们是否希望看到WeWork上市？
Zhao: Well, you know IPO is only a way of demonstrating and supporting the ongoing growth of a company, so IPO or not is the company’s decision. Adam Neumann’s team is doing a wonderful job. We actually invested in WeWork Global first, one thing we did is that Adam and I discussed about is that China is a big part of the business and business model, but China, given its societal trend, would require massive localisation of the spirit and business model of WeWork, hence, we created WeWork China. So, the creation there is we have invested in Global which is the part that is developing, we also established the separate entity called WeWork China. We are actually attracting local investors with that part.
赵：如您所知，上市只是一种展现公司一连性增添的方法，也是为公司一连性增添提供支持的一种方法，上市与否着实是由公司自身来决议。亚当·纽曼的团队很是精彩。我们最最先投资的着实是WeWork全球公司，我跟亚当讨论了一下，着实中国是整个营业和商业模式当中很是主要的一块，可是由于中国的社会生长趋势，进入中国需要在营业理念和商业模式方面举行大规模的外地化。因此，我们建设了中国WeWork。我们就建设了这样一种形式，我们投资了高速生长的全球公司，同时我们还建设了一家自力实体中国WeWork，并乐成吸引了外地化的投资者。
Q: Have you been satisfied with the progress of China WeWork ?
问：您对中国WeWork的生长知足吗？
Zhao: Absolutely. You know, WeWork is growing leap and bounces while continuing to tune its business model. China WeWork is growing faster than that.
赵：虽然知足。WeWork增添很是迅速的同时还在一直优化其商业模式。而中国WeWork的生长速率甚至还要更快。
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