06 Economic Outlook for 2025: Resilience Fuels Resurgence 2025經濟展望 穩中求進勇闖新天 Riding the Premium Wave: Innovation Drives Upmarket Success 把握消費升級潮 港企創優拓商機 Lessons for Hong Kong from Germany’s Manufacturing Woes 德國製造困局的香港啟示 I&T Talents: Fueling Hong Kong’s Industry Upgrade 培育創科人才 推動香港產業升級 Mobilising Cross-Sectoral Collaborations for a Sustainable Future 聯動各界協作 締造可持續發展未來 CONTENTS 2025 February 二月 – 2025 April 四月 LEADERSHIP VIEWS我觀我見 18 FOCUS STORY專題故事 28 30 World’s First Large-Sized Diamond Membrane Fabrication Technology Rapid, Low-Cost Process Accelerates Comprehensive Diamond Semiconductor Applications 鑽石薄膜剝離新技術 開創半導體變革新紀元 Novel Fungus-based Fat Replacer AkkMore™ Revolutionises Healthy Eating and Promotes Environmental Innovation in Food Industry 基於菇菌的新型脂肪替代品AkkMore™ 改革健康飲食方式 促進食品行業環保創新 INDUSTRY RADAR工商動態 28 18 The Green Metal Gambit : Hong Kong's Commodities Play 香港發展 大宗商品市場： 把握綠色金屬 新機遇 2-4/2025 | 3
61 73 74 Activity Review (November 2024 to January 2025) 活動回顧 (2024年11月至 2025年1月） Upcoming Events 工總活動 New Members 新會員 34 44 49 52 54 FHKI 49 34 CONTENTS 2025 February 二月 – April 四月 55 57 58 2024 YIAH and IOY Supplement 2024「香港青年工業家」暨「傑出工業家」特輯 FHKI’s “GBA iForum cum Dinner 2025” Concluded with Resounding 工總「大灣區（深圳）工商界高峰論壇及 交流會 2025」圓滿舉行 FHKI Delegation Mission to Saudi Arabia and the United Arab Emirates 工總中東考察團訪問沙特阿拉伯及阿聯酋 FHKI Attained ISO 37001 Anti-Bribery Management System Certification 工總榮獲 ISO37001 反賄賂管理體系認證 2023-24 Hong Kong Awards for Industries Awards Presentation Ceremony cum Cocktail Reception 2023-24 香港工商業獎頒獎典禮暨酒會 2024 Outstanding Achievement Award and Professional Contribution Award for Hong Kong’s Toy Industry 2024 年香港玩具業「傑出成就獎」及「專業貢獻獎」 Group14 (HKMDC) and Group 15 (HKPIC) 35th Anniversary Joint Dinner cum Awards Presentation Ceremony 第14分組（香港模具協會）及第15分組（香港塑膠業協會） 35周年聯合晚宴暨頒獎禮 Soaring into Space: Exploring the Industrial Opportunities of the New Space Economy for Hong Kong 《翱翔太空：香港新太空經濟的產業機遇》研究報告 主席 常務副主席 副主席 總裁 編輯委員 設計 廣告 合作查詢 印刷商 The Hong Kong Industrialist is published by the Federation of Hong Kong Industries (FHKI). Opinions expressed are those of the individual authors and do not necessarily reflect the views of FHKI. Articles published may be reproduced but with proper acknowledgement to the Hong Kong Industrialist. 《香港工業家》由香港工業總會出版，內容乃個別作者意見，並不一定反映本會立場。歡迎轉載或摘引本刊文章，但請註明出處。 Steve Chuang Anthony Lam, Hon Sunny Tan, Ricky Chan, Clara Chan Jude Chow, Karen Chan, Gary Lau, Peter Shum, Wallace Wong, Jackie Ng Bonnie Chan Chan Ching Wah, Henry Chan, Wesley Mui, Andre Chu, Emily Kwok, Carman Yuen, Kahlen Cheng, David Lee, Samson Wang Pinpoint Advertising Limited (852) 2732 3188 ad@fhki.org.hk prcd@fhki.org.hk New Artway Printing Production Limited (852) 2552 7410 Room A, 4 Floor, Shing King Industrial Building, 45 Kut Shing Street, Chai Wan, Hong Kong Chairman Executive Deputy Chairmen Deputy Chairmen Director-General Editorial Board Graphic Design Advertising Editorial Enquiry Printer 31/F, Billion Plaza, 8 Cheung Yue Street, Cheung Sha Wan, Kowloon, Hong Kong 香港九龍長沙灣長裕街 8 號 億京廣場31樓 (852) 2732 3188 (852) 2721 3494 fhki@fhki.org.hk www.industryhk.org 莊子雄 林世豪、陳祖恒議員、 陳偉聰、陳婉珊 周治平、陳嘉賢、劉燊濤、 岑健偉、王博文、吳慧君 陳心愉 陳清華、陳永恆、梅家豪、 朱家俊、郭庭禎、袁嘉敏、 鄭麗明、李柏軒、王聖辰 天邦廣告設計有限公司 (852) 2732 3188 ad@fhki.org.hk prcd@fhki.org.hk 新藝域印刷製作有限公司 (852) 2552 7410 香港柴灣吉勝街45號 勝景工業大廈4樓A室 4 | 2-4/2025 C M Y CM MY CY CMY K
STEVE CHUANG 莊子雄 Economic Outlook for 2025: Resilience Fuels Resurgence 2025經濟展望 穩中求進勇闖新天 LEADERSHIP VIEWS | 我觀我見 CHAIRMAN 主席 Global economic growth remains stable in 2024, with the United Nations Conference on Trade and Development (UNCTAD) reporting that global trade volume reached a record high of US$33 trillion last year. In Hong Kong, our 2024 economy has benefitted from the US interest rate cuts in the US and stimulus policies from our Central government, leading to a moderate growth of 2.5%. Hong Kong stocks also saw a surge in trading activity in October last year, however, the pace of recovery remains slow. Looking ahead to 2025, a series of favourable measures from the Central government along with steady global economic growth will bring positive impact to Hong Kong’s export trade, industry and economic development. Despite challenges from geopolitical tensions and tariff issues, the business community maintains a cautiously optimistic outlook toward the future economic situations. Opportunities with Challenges: A Cautiously Optimistic Outlook As 2025 unfolds, the city’s key economic stakeholders are mobilising to reinvigorate economic momentum. In February, Director of the Hong Kong and Macao Work Office of the Communist Party of China Central Committee and the Hong Kong and Macao Affairs Office (HKMAO) of the State Council, Mr Xia Baolong visited the Hong Kong Park of the Hetao Shenzhen-Hong Kong Science and Technology Innovation Co-operation Zone and the Qianhai Shenzhen-Hong Kong Modern Service Industry Co-operation Zone. His visit affirmed Hong Kong’s strategic position in economic and I&T development. Meanwhile, our HKSAR Government has reaffirmed its commitment to accelerating the Northern Metropolis initiative, pledging the timely allocation of land resources critical for I&T enterprises. Against this backdrop of regional coordination, businesses face significant headwinds from intensifying US trade protectionism and an increasingly turbulent economic landscape. The ongoing conflicts in Ukraine and the Middle East, coupled with political tensions across Europe and East Asia, have heightened downside risks for global markets. Consequently, many enterprises anticipate a slowdown or even a contraction in business growth in 2025. Industries cite intensifying market competition, escalating operational costs, and the barriers to overseas market expansion as their most pressing challenges. 2024年全球經濟增長保持穩定，聯合國貿 易和發展會議（UNCTAD）指出，去年全球貿易 額料將達到33萬億美元，創歷史新高。縱觀 2024年香港經濟受惠於美國進入減息周期 以及國家提振經濟的政策帶動，表現有所 好轉，10月更迎來港股交投大爆發，去年 全年本港經濟溫和增長2.5%，惟復甦進度 依然緩慢。展望2025年，中央的一系列惠港 措施以及環球經濟的穩定增長，將為本港 出口貿易、工業以及經濟發展帶來正面的 影響，縱然面對地緣政治及關稅的挑戰，業界 對未來經濟狀況仍然審慎樂觀。 機遇挑戰並存 前景審慎樂觀 2025年伊始，香港各界已積極鞏固和提振 香港經濟，2月中央港澳辦、國務院港澳辦 主任夏寶龍亦到河套深港科技創新合作區 香港園區和深圳前海深港現代服務業合作區 調研，肯定香港經濟及創科發展的步伐。政府 亦在不同場合表示不會停止北部都會區的 發展步伐，確保創科產業用地能適時到位。 惟近期美國貿易保護政策不斷，環球政經 局勢愈趨複雜，加上俄烏戰事及中東衝突 仍然持續，歐洲地區及東亞各國的政治局勢 依然緊張，令整體經濟潛在下行風險。不少 企業都預期2025年的業務增長會放緩，甚至 縮減。業界普遍認為市場競爭激烈、經營 成本上升以及開拓海外市場是現時他們所 面對的挑戰。 6 | 2-4/2025
開拓市場分散風險 加強綠色供應鏈管理 在全球經濟現時處於當前世界百年未有之大 變局下，雖然新興市場的訂單數量仍不及傳統 歐美市場，但其消費力強勁，極具發展潛力， 港商需抓緊新興市場機遇，分散市場風險。 根據政府統計處的數字顯示，2025年1月香港 輸往越南及菲律賓的整體出口貨值升幅顯著， 但出口到荷蘭和英國的貨值都錄得跌幅，反映 新興市場對香港的影響日漸增加。 可是，中小企普遍缺乏充裕資源開拓市場， 面對貿易保護政策時只能靠「款多量少」的 訂單維持業務發展。資源充裕的企業則可先行 部署重塑供應鏈布局，在東盟及其他「一帶 一路」國家增設生產線，或者利用AI及大數據 分析管理供應鏈，增強企業韌性。港商近年 頻頻發掘東盟、中東等新興市場，工總亦有覺 需肩負港商與當地市場之間溝通交流橋樑的 角色，故我們會繼續透過東盟分部及一帶一路 委員會為會員提供適切支援，協助他們在新興 市場大展拳腳。 此外，各地政府正積極推動環境管治政策， 企業需部署綠色轉型策略以確保業務可持續 發展。工總早前調查顯示，現時只有三成企業 正實行能源審計、碳審計等措施，而員工缺乏 ESG技能及企業未有完善的ESG數據管理 模式都是阻礙企業綠色轉型的痛點。為減輕 企業的合規成本，工總推出了Q-Carbon及Q-ESG 認證計劃，提升企業的碳管理及可持續發展 競爭力，幫助業界持續提升品質，推動企業 環境管理及香港經濟發展。工總亦建議政府 繼續積極發展循環經濟及支援中小企實踐 綠色轉型，協助港商應對各國環保新規帶來的 挑戰。 展望今年，雖然企業經營仍面對不少挑戰，但 港商韌性強、懂得靈活應變，只要堅持「烈火 金剛」的堅強品質，定必勇闖新篇，推動香港 經濟穩步向前。 Expanding Markets and Green Supply Chains Amid unprecedented global economic shifts, emerging markets, while currently still short of the order volume seen in traditional Western markets, exhibit robust consumer power and significant market potential, offering critical opportunities for market diversification and risk mitigation. According the Census and Statistics Department, January 2025 data reveals significant growth in Hong Kong's exports to Vietnam and the Philippines, while exports to the Netherlands and UK registered notable declines—clear evidence of emerging markets' growing influence on Hong Kong's trade ecosystem. However, SMEs typically lack sufficient resources to penetrate these new markets and often must rely on multi-variety and small-batch orders to sustain operations amid increasing trade protectionism. Financially sound enterprises are better positioned to restructure their supply chain configurations by establishing production facilities across ASEAN nations and other Belt and Road Initiative countries, or by leveraging AI and big data analytics to enhance supply chain management and organisational resilience. As Hong Kong enterprises increasingly explore ASEAN and Middle Eastern markets, FHKI is devoted to serving as a communication bridge between local businesses and these emerging markets. We will continue to provide targeted support through our ASEAN Chapter and Belt and Road Committee, enabling our members to fully capitalise on these high-potential emerging market opportunities. Additionally, governments worldwide are intensifying green deals, compelling enterprises to implement green transformation strategies to ensure sustainable operations. A FHKI survey reveals that merely 30% of companies currently conduct energy and carbon audits, with the transition to green practices hindered workforce deficiencies in ESG expertise and inadequate corporate ESG data management frameworks. To alleviate the compliance costs, FHKI has launched Q-Carbon and Q-ESG Certification Schemes designed to enhance corporate carbon management capabilities and sustainability competitiveness. These initiatives help industries continuously improve quality standards while advancing environmental management practices and Hong Kong's economic development. FHKI further urges our Government to accelerate the circular economy and strengthen SME support for green transformation, enabling local enterprises to effectively navigate the challenges posed by emerging international environmental regulations. Looking ahead, despite numerous operational challenges, the resilience and adaptability of Hong Kong businesses remain strong. By maintaining our “forged-infire” tenacity and unwavering strengths, we are poised to pioneer new frontiers and drive Hong Kong’s economy steadily forward. 2-4/2025 | 7
LEADERSHIP VIEWS | 我觀我見 把握消費升級潮 港企創優拓商機 WALLACE WONG 王博文 KAREN CHAN 陳嘉賢 ANTHONY LAM 林世豪 2025年開年，中央落實「大力提振消費」重點 任務，出台國家補貼政策，為經濟注入一劑強 心針。多省市密集跟進，加力推出盛惠活動， 為消費暢旺添把火。內地政府真金白銀惠民， 旨在提振消費信心，激發經濟內需潛力和產業 創新活力。同時，以「換優」為導向的消費結構 升級，也勢必會進一步提速，令內地眾多產業的 高端化轉型加速實現。 在這樣的大背景下，輿論將這一年譽為「消費 大年」。對於香港工商界而言，這是千載難逢的 市場機遇。港商需要理解國策、積極響應，加 強創新、不斷輸出優質好產品，先能把握時代 脈搏，贏得更廣闊發展空間。 洞悉政策 創造商機 新一輪國補政策，可產生聯動效應。首先，是 刺激內需，釋放消費潛力。補貼形式能直接拉動 消費，為相關產業鏈帶來顯著的需求增長。這 不僅體現在傳統消費領域，更體現在對高品質、 個性化、創新性產品的需求上。其次，是鼓勵 創新產品市場化。補貼政策能夠有效降低創新 產品的市場進入成本，加快其商業化步伐，能為 製造業和科技企業創造大量新的機會，並推動 產業升級。最後，是扶持中小企業，促進產業 協同。政策的傾斜將惠及更多中小企業，特別 是在製造業和服務業領域，為中小企注入活力， 促進產業協同，形成大中小企業共同發展的良好 局面。 As 2025 begins, the Central Government has rolled out state subsidy packages “to boost substantial consumption stimulus”, a key mission to inject fresh momentum into the economy. Provincial governments have swiftly followed suit with promotional activities, further energising consumer spending. These tangible financial support for the public aims to enhance consumer confidence, unleash the potential of domestic demand and catalyse industry innovation. Meanwhile, the consumption structure upgrade, following the “trading up for quality”, is bound to accelerate further, driving the high-end transformation across Mainland industries. Against this backdrop, public opinion has hailed this year as the “golden year of consumption”. For Hong Kong’s businesses, this presents an extraordinary market opportunity. To capitalise on it, we must understand national policies, respond strategically, strengthen innovation capabilities, and consistently deliver highquality products that capture the zeitgeist and secure broader presence. Decoding Policies for Market Opportunities The new round of national subsidy initiatives is expected to generate a ripple effect. First, they stimulate domestic demand and unleash consumption potential, driving significant growth across related supply chains. This impact extends beyond traditional consumer sectors to significantly boost demand for high-quality, personalised and innovative products. Second, they facilitate market entry for innovative products by reducing commercialisation costs, creating opportunities for manufacturers and technology enterprises while accelerating industrial upgrades. Finally, they support small and mediumsized enterprises (SMEs), especially in manufacturing and services, fostering industrial collaboration and creating an ecosystem where enterprises of all sizes can thrive together. DEPUTY CHAIRMAN 副主席 EXECUTIVE DEPUTY CHAIRMAN 常務副主席 Riding the Premium Wave: Innovation Drives Upmarket Success 8 | 2-4/2025
得益補貼政策的推動，市場對「好產品」的需求， 勢將呈現爆發式增長。所謂「好產品」，不僅指 技術先進、質量優秀的產品，更是那些能夠滿足 消費者多樣化需求、具有高附加值和市場競爭力 的創新產品。大眾對「好產品」的追求，將帶動 整個產業鏈升級，形成創新活力「以點帶面」的 傳導效應。此外，補貼政策亦間接降低了創新 產品的市場進入門檻，鼓勵企業加大研發投入， 推出更多具有競爭力的「好產品」。這種良性 循環不斷激發產品創新，推動產業持續升級。 堅持品質 展現香港優勢 在「消費大年」和密集補貼的背景下，香港的 工商界也可盡享國策紅利，迎來前所未有的發展 機遇。工總建議，港商可順勢而為，積極參與 內地市場競爭，深入洞察市場，調整產品結構和 市場策略，推出更符合內地消費者需求的「好產 品」。此外，港商也需堅持創新驅動，全力打造 高品質產品，在市場競爭中充分發揮港製造、 港產品的優勢，不斷提升自身產品品質，為行業 高質量發展貢獻力量。 國補政策的成功實施，已然成為今年國家經濟 發展的重要轉折點。中央出台政策，以好產品 為紐帶，通過釋放內需潛力和促進創新活力， 為經濟注入新的增長動力。對港商來說，這是 一個難得的機遇。通過積極進軍內地市場、推動 製造創新升級，港商可以在「消費大年」中穩抓 機遇，為企業未來發展奠定堅實基礎。工總堅信， 只要銳意進取、拼搏奮進，香港工商業的高質量 發展之路，接下來必將走得更快更穩。 Fueled by the subsidy initiatives, market demand for “good products” is poised for explosive growth. “Good products” refer not only to those that are technologically advanced and of excellent quality but also to innovative offerings that address diverse consumer needs with high added value and market competitiveness. Consumer pursuit of “good products” will drive the upgrades of entire industrial chains, creating a cascading effect of innovation vitality that spreads from individual successes to broader sectors. Moreover, the policies indirectly lower market entry barriers for innovative products, encouraging greater R&D investment and fostering a virtuous cycle of continuous product innovation and industrial advancement. Leveraging Hong Kong’s Quality Brand In this “golden year for consumption” backed by intensive subsidies, Hong Kong businesses stand to fully benefit from Mainland policy dividends, creating unprecedented development opportunities. FHKI recommends that the business community seize this momentum by actively engaging in Mainland market competition, gaining deep consumer insights, adjusting product portfolios and market strategies, and launching “good products” that better resonate with Mainland consumers. Furthermore, Hong Kong businesses must commit to innovation-driven development, crafting exceptional products that leverage our distinctive advantages in manufacturing excellence and brand reputation. By continuously enhancing product quality, we can make meaningful contributions to the high-quality development of our industries. The successful implementation of these national subsidy policies marks a pivotal turning point for Mainland economic development this year. The Central Government’s approach, with “good products” as the lynchpin, injects new growth momentum into the economy by unlocking domestic demand and fostering innovation. For Hong Kong businesses, this represents a rare opportunity. By proactively entering Mainland market and advancing manufacturing innovation and upgrades, we can firmly grasp great opportunities in this “golden year for consumption”, laying a solid foundation for future growth. FHKI firmly believes that with determination and vigor, Hong Kong’s industrial and commercial sectors are poised for accelerated, sustainable, highquality development in the years to come. 2-4/2025 | 9
PETER SHUM 岑健偉 Lessons for Hong Kong from Germany’s Manufacturing Woes 德國製造困局的 香港啟示 LEADERSHIP VIEWS | 我觀我見 HON SUNNY TAN 陳祖恒議員 作為全球工業重鎮，德國正面臨令人無法迴避 的現實。平治車廠最近提出高達50萬歐元的 遣散費，鼓勵技術工人自願離職——這不僅僅 是另一項削減成本的措施，它揭示了動搖德國 製造業卓越基礎的結構性挑戰。 自二戰以來，德國工業憑藉非凡的工藝、持續 的創新和卓越的設計蓬勃發展，在全球市場上 贏得溢價。這一模式使德國成為歐洲的經濟 強國，並創造了一種全球競爭對手都試圖效仿 的製造業神話。如今，此模式面臨前所未有的 壓力。去年德國經濟萎縮0.2%，為2003年來 首次連續兩年負增長，其機械、汽車、化工等 重點工業備受打擊，今年的前景仍不容樂觀。 唯有靈活 方能創新 汽車行業正是說明這個困局的典型例子。平治和 其他德國同行受制於監管束縛，動彈不得。曾經 為保勞動力穩定而設的勞動法令企業無法靈活 適應市場變化。鑑於德國的解僱保護法規嚴格， 企業必須提供非常慷慨的自願離職方案—— 這是一種成本高昂的方法，而在監管較少的市 場中，競爭對手則可靈活行事。 過度監管不僅限於就業領域。德國的勞資關係， 包括強制性的工會和集體談判機制，是為漸進 改革、基於勞資雙方共同認可的前提而設立的。 在技術變革緩慢且全球競爭不太激烈的時代， 並不窒礙經濟蓬勃發展。在當今技術快速變革 和全球競爭對手靈活應對的環境中，這些制度 已成為轉型障礙。 Germany’s industrial heartland is confronting an uncomfortable truth. When Mercedes-Benz recently offered severance packages worth up to EUR500,000 to skilled workers willing to leave voluntarily, it signaled more than just another costcutting exercise. It revealed the structural challenges undermining the foundation of German manufacturing excellence. Since World War II, Germany’s industrial model thrived on a seemingly unbreakable formula: exceptional craftsmanship, continuous innovation, and superior design commanding premium prices globally. This model transformed Germany into Europe’s economic powerhouse and created a manufacturing mystique that competitors worldwide sought to emulate. Today, that model is under unprecedented strain. Last year, the German economy contracted by 0.2%, marking the first consecutive years of negative growth since 2003, with its key industries – machinery, automotive, and chemicals – severely impacted, and prospects for this year remain bleak. Flexibility: The Only Gateway to Innovation The automotive sector exemplifies this struggle. Mercedes-Benz, like its German counterparts, finds itself caught in a regulatory straightjacket. Labour laws that once ensured workforce stability now prevent nimble adaptation to market shifts. With Germany’s strict employment protection regulations, companies must offer extremely generous voluntary severance packages – a costly approach to the flexibility that competitors in less regulated markets take for granted. This regulatory rigidity extends beyond employment. Germany's industrial relations system, with its mandated unions and collective bargaining mechanisms, was designed for gradual, consensus-driven evolution. This approach flourished in an era when technological change was incremental and global competition less intense. In today’s environment of rapid technological disruption and agile global competitors, these institutions have become impediments to necessary transformation. DEPUTY CHAIRMAN 副主席 EXECUTIVE DEPUTY CHAIRMAN 常務副主席 10 | 2-4/2025
Innovation, long Germany’s competitive advantage, has also faltered in critical areas. The automotive industry’s sluggish transition to electric vehicles illustrates this predicament. While German manufacturers excelled at manufacturing the internal combustion engine, they ceded early leadership in electric mobility to Tesla and, increasingly, to Chinese manufacturers. The country’s engineering culture, with its emphasis on perfection and incremental improvement, has struggled with the disruptive innovation required for emerging technologies. Leveraging Flexibility and GBA Integration For Hong Kong, Germany’s challenges offer valuable insights as we contemplate our own industrial future. Hong Kong shares certain characteristics with Germany – quality orientation, and an educated workforce – but differs critically in its regulatory flexibility and regional integration opportunities. Hong Kong’s advantage lies in its relative regulatory agility. The city’s regulatory framework, while providing necessary protections for the work environment and workers’ rights, offers greater flexibility for business adaptation than Germany’s rigid framework. This flexibility must be preserved as Hong Kong develops its advanced manufacturing capabilities, avoiding the institutional ossification that now hampers German adaptation. Germany’s slow transition to electric vehicles shows how even industry leaders can lose position to new technologies. Hong Kong should learn from this, strategically selecting development paths while maintaining flexibility. This aligns with the Central Government expectations for Hong Kong as an international innovation hub, encouraging us to leverage our advantages within the national innovation strategy. Rather than competing in established fields, Hong Kong should focus on emerging technologies like biotechnology, advanced materials, and green technologies. These areas offer leadership opportunities that avoid direct competition with industrial powers while complementing national innovation priorities. Hong Kong possesses a strategic advantage that Germany lacks: deep integration with other cities in the Greater Bay Area. Although Germany also utilises lowcost production in Eastern Europe, the regional integration within the Greater Bay Area is much more tightly knit, forming a truly complementary manufacturing ecosystem that organically combines Hong Kong’s strengths in innovation, finance, and design with mainland manufacturing capabilities. Compared to Germany’s relatively dispersed cross-national cooperation model, this regional integration approach offers both innovative advantages and cost competitiveness. The erosion of Germany’s manufacturing model demonstrates that past industrial success provides no guarantee of future resilience. For Hong Kong, the lesson is clear: build manufacturing capabilities that embrace flexibility, focus relentlessly on innovation leadership in selected sectors, and leverage regional integration for competitive advantage. By drawing these lessons, Hong Kong has the potential to establish a more forward-looking and adaptive industrial ecosystem, becoming a new benchmark for innovative manufacturing in Asia and leading the regional economy toward higher-quality development. 德國過去引以為傲的創新能力，現在在關鍵領域 已經力不從心。汽車工業轉向電動車步伐緩慢就 是最好的例證。雖然德國製造商在製造內燃機方 面表現出色，但他們將電動車領域的早期領導地 位讓給了特斯拉，以及越來越多的中國製造商。 德國工程文化注重完美與漸進改良，但面對需要 顛覆性創新的新興技術時，卻顯得束手無策。 保持變通 善用灣區整合 香港可從德國的困境中汲取經驗，為自身工業 發展提供啟示。雖然兩地都具有品質為本和 優質勞動力的優勢，但在法規彈性和區域融合 方面卻有本質區別。香港的優勢在於其靈活性。 雖然政府法例有為工作環境及勞工權益提供 必要的保護，但與德國僵化的框架相比，展現了 更大的靈活性。隨著香港發展其先進製造能力， 必須保持這種靈活性，避免重蹈德國對勞動市場 過度規管的覆轍。 德國汽車業在電動車轉型上的緩慢表明，傳統 優勢領域也可能因新技術而失去領先地位。香港 應從中汲取教訓，保持靈活性並策略性地選擇 發展方向。這與中央政府對香港發展創科的期許 相符，中央支持香港 建設國際創新科技中心， 鼓勵發揮自身優勢參與國家創新發展大局。香港 應專注於尚未形成固定競爭格局的新興技術，如 生物技術、先進材料和綠色技術等，以建立領導 地位，避免與工業強國在成熟領域較勁，同時 配合國家創新發展布局。 香港擁有德國所不具備的戰略優勢：與大灣區內 其他城市的深度整合。雖然德國也利用東歐低 成本地區進行生產，但大灣區的區域整合更為 緊密，形成了真正互補的製造生態系統，將香港 在創新、金融和設計方面的優勢與內地的製造 能力有機結合。與德國相對分散的跨國合作模式 相比，這種區域一體化方法既提供創新優勢，又 保持了成本競爭力。 德國製造模式的褪色，表明昔日的工業輝煌並 不能確保未來可追上時代的變遷。香港應當打 造靈活的製造體系，在特定領域不斷強化創新 能力，同時充分發揮區域整合帶來的競爭優勢。 如能從中汲取教訓，香港有望建立更具前瞻性 和適應力的工業生態，成為亞洲創新製造的新 標杆，引領區域經濟走向更高質量的發展。 2-4/2025 | 11
I&T Talents: Fueling Hong Kong’s Industry Upgrade 培育創科人才 推動香港產業升級 LEADERSHIP VIEWS | 我觀我見 RICKY CHAN 陳偉聰 JACKIE NG 吳慧君 內地AI 初創公司「深度求索」DeepSeek近日因 其創新和突破性的訓練技術、加上訓練成本相對 其他人工智能（AI）模型低，引發全球熱議和 關注。值得注意的是，這個剛剛冒起的「初生 之犢」，團隊由領導層到關鍵開發人員都是 「90後」、「95後」為主，可見創科人才的培育 對推動未來科技發展至關重要。香港銳意發展成 國際創新科技中心，擴充人才庫是必不可少。 充實人才庫需各方協作 勞工及福利局的《2023年人力推算》估計， 2028年香港整體人力短缺達18萬。隨著經濟 增長與結構轉型、營運業務逐漸自動化和數碼 化，與「國際創新科技中心」相關的人力需求 將大幅增加至96,400人，屆時本港創科界將會 面臨18,000至23,000人的人力短缺，較高需求 的包括項目經理、數據分析師、人工智能、新 能源科技和微電子等領域人才。而創科界人力 需求預計2030年突破100,000人，意味在可預見 的將來，創科界人力需求與短缺只會有增無減。 充實香港的人才庫，首要了解行業未來走向和 發展需要，單靠政府、商界或學界其中一方都 不能成事，必須各界互相協作。政府近年已積 極調整政策「搶人才」，例如推出高才通、成立 「教育、科技和人才委員會」統籌推進教育、科 技和人才一體化發展，也計劃主動邀請頂尖人才 來港。這些工作是香港推動高質量發展、打造 國際創科中心的第一步。筆者向來支持政府 透過各類輸入人才計劃，吸引年輕、同時具備 專業技術和經驗的非學位專才來港，投身人力 短缺的技術工種；也認同政府增加資金和資源， Recently, the Mainland AI startup DeepSeek has sparked global attention with its breakthrough training technology, along with its cost-efficient approach to artificial intelligence (AI) model development. What’s particularly striking about this rising star is its predominantly young workforce – leadership and key technical roles are “post-90s” and “post-95s”, highlighting a compelling business truth: cultivating tech talents is the cornerstone of technological advancement. As Hong Kong resolutely pursues its development as an international I&T hub, expanding its talent pool is absolutely essential. Building a Collaborative Talent Ecosystem According to the Labour and Welfare Bureau’s “Report on 2023 Manpower Projection”, Hong Kong will face an overall labour shortage of 180,000 by 2028. With economic restructuring, business automation and digitalisation, the demand for talents related to the International I&T Centre is set to 96,400 – with tech sector specifically facing a shortfall of 18,000 to 23,000 professionals. High-demand roles include project managers, data analysts, experts in AI, new energy technology, and microelectronics. By 2030, tech workforce requirements will surpass 100,000, indicating an intensifying need and shortage in the foreseeable future. Creating a robust talent pineline requires a strategic understanding of industry trajectories and future workforce demands – a challenge no single stakeholder can address alone. Government, business and academia must forge dynamic partnerships to drive sustainable results. To “trawl for talents”, our Government has introduced the Top Talent Pass Scheme, established the Committee on Education, Technology and Talents, as well as proactively recruited top-notch elite global talent, all representing the first critical moves to drive high-quality development and become the international I&T hub. We certainly welcome the multi-pronged approach to attract young professionals with specialised technical expertise to fill critical skills gaps across sectors. Similarly, increased funding for commercially viable R&D projects will accelerate the technology commercialisation DEPUTY CHAIRMAN 副主席 EXECUTIVE DEPUTY CHAIRMAN 常務副主席 12 | 2-4/2025
pipeline and maximise economic returns on innovation investments. However, entry incentives alone represent an incomplete strategy. Drawing from international best practices, we recommend attaching binding terms and conditions in talent policies – such as minimum five-year work commitments to relevant occupations – to ensure these investments deliver measurable economic impact and maximise return on Hong Kong’s talent acquisition initiatives. Investing in Future-Ready Skills For sustainable I&T development, talent cultivation must begin early in childhood. According to McKinsey, 90% of companies have developed hybrid work models since the pandemic. With AI and automation technologies rapidly reshaping work modes and labour markets, the global demand for high-skilled personnel is expected to rise, particularly in healthcare and STEM-related professions. McKinsey estimates that in the European and American markets alone, demand for employees in these two sectors will increase by 17% to 30% between 2022 and 2030. As global demand for STEM skills rises, Hong Kong must accelerate STEM education, nurturing children’s interest in mathematics, science, and technology from an early age. Since 2015, the Hong Kong Government has promoted STEM education to develop creativity, collaboration, and problem-solving skills. However, Hong Kong students have shown little improvement in mathematics and science scores over the past decade, and STEM disciplines remain secondary choices for students. FHKI has been advocating for cooperation among “the Government, industry, academia and research sectors” to advance STEM education. We believe such efforts must go beyond site visits and seminars to integrate industry perspectives into curriculum design. This should include offering senior secondary school and university students meaningful summer internships. These hands-on learning experiences are crucial for sparking genuine interest in STEM disciplines. Businesses must also anticipate industry transformation trends and proactively enhance skills and adjust strategies. The World Economic Forum’s latest “Future of Jobs Report” indicates that 75% of companies expect to adopt AI technologies within five years and plan to enhance their employees’ AI capabilities. Approximately one-quarter of global jobs will be affected by AI and digitalisation, potentially requiring business transformation. As technology evolves, industries and employees must adapt quickly, mastering emerging technologies and trends to capitalise on opportunities created by technological and industrial upgrades. Smart factories illustrate this transformation – implementing vision cameras and AI to detect surface defects on external components effectively replaces manual inspection, saving costs while enhancing product quality. This transition highlights an essential reality: certain manual positions will disappear. The workforce must proactively develop their scientific knowledge, technical expertise, data analysis and problem-solving capabilities. Staying informed about advanced manufacturing knowledge and global industrial trends is crucial in maintaining competitiveness in the era of big data and avoiding market obsolescence. 支持創科界投入具經濟前景和商業價值的應用 研發項目，加快科研成果轉化、落地，增加創科 成果的附帶經濟價值。然而，單純提供入境和 簽證便利並不足夠，筆者建議多參考外國做法， 在人才政策增加附帶條件，例如要求必須逗留 香港從事相關工種至少五年，確保政策奏效。 擁抱未來發展趨勢 重塑職業技能 真正確保創科長遠發展所需，另一關鍵是「由 細做起」。全球知名管理顧問公司麥肯錫分析， 疫情以來有九成企業發展出混合工作模式，加上 近年AI 和自動化技術發展迅速，再次重塑工作 模式和勞動市場，未來全球對於高技術人員的 需求會上升，醫療保健和STEM相關專業的需求 尤其明顯。麥肯錫估計，單計歐美市場，2022至 2030年間對這兩類行業員工的需求，增幅可達到 17%至30%。 全球對STEM技術需求提升，香港必須加快推廣 STEM教育，從小培養學童對數學、科學和科技 的興趣。特區政府2015年起推廣STEM教育， 訓練學生創造、協作和解難能力，不過十年過去， 香港學生在數理和科學的成績未見明顯進步， 大學與STEM相關的學科仍不是學生首選。工總 向來倡議「政、產、學、研」合作，筆者認為 工商界與學界合作，不能只流於參觀、講座等 形式，而是從課程設計上著手，甚至可容許 高中生、大學生參與暑期實習，讓學生親自 動手、親身參與，主動學習，引起學生的興趣。 同時，企業也要掌握行業轉型的趨勢和機遇， 主動提升技能和調整發展策略。世界經濟論壇 最新一份《就業未來報告》指出，七成半企業 預計五年內會採用AI 技術，並有計劃提升員工 AI 技能，預料全球四分一工作職位會因AI 和數碼 化等出現變化，企業亦可能需要轉型。 隨著科技革新，不同行業和工種都需要與時 並進，掌握最新技術和發展趨勢，把握技術和 產業升級帶來的機遇。以工業為例，智能工廠 引入視像鏡頭和AI 訓練，可代替人手找出外觀 元件表面瑕疵，不僅節省企業成本，也能提升 產品質素，但同時意味這個崗位將會被淘汰， 可見員工主動提升科學、技術、數據分析和解難 能力，掌握全球最新的先進製造和新型工業發展 趨勢，才能在大數據的時代保持競爭，避免被 市場淘汰。 2-4/2025 | 13
Mobilising Cross- Sectoral Collaborations for a Sustainable Future 聯動各界協作 締造可持續發展未來 LEADERSHIP VIEWS | 我觀我見 JUDE CHOW 周治平 CLARA CHAN 陳婉珊 GARY LAU 劉燊濤 隨著全球氣候變化和環境問題日益嚴重，各國政府 開始加強環境保護政策，以應對不斷增長的挑戰。 近年來，特區陸續制訂和提出一系列環保政策，以 減緩環境污染和促進節能減廢。為進一步落實「污染 者自付」原則和「環保責任」的理念，環境及生態局 於今年2月向立法會提交文件，計劃在今年第二季 就《產品環保責任條例》和《廢物處置條例》提出 修訂，推行塑膠飲料容器和紙包飲品盒的「生產者責任 計劃」，目標最早於明年推出計劃。 擴大網絡 提高回收率 「生產者責任計劃」的目的是要求製造商、進口商及 批發商等相關持份者共同承擔回收、循環再造、處理 和棄置廢棄產品的責任，以減少這些產品對環境的 影響。為早日實現《香港資源循環藍圖2035》中提出 的「全民減廢‧資源循環‧零廢堆填」的願景，環保署 今次將採用「市場主導模式」，要求飲料供應商自行 或委聘回收商（計劃營運者）安排塑膠飲料容器和 紙包飲品盒的回收服務，並每半年向環保署提交 回收量的報告和審計結果。 With global climate change and environmental issues intensifying, governments worldwide are strengthening environmental protection policies in response. In recent years, our HKSAR Government has formulated and proposed a series of environmental policies to mitigate pollution and promote energy conservation and waste reduction. To further implement the “polluter pays” principle and enhance “eco-responsibility”, the Environment and Ecology Bureau submitted documents to the Legislative Council in February this year, planning amendments to the Product Eco-responsibility Ordinance and the Waste Disposal Ordinance in the second quarter of this year, These amendments aim to introduce a Producer Responsibility Scheme for Plastic Beverage Containers and Beverage Cartons, targeted for launch as early as next year. Expanding Networks to Boost Recycling Rates The purpose of Producer Responsibility Schemes (PRS) is to require manufacturers, importers, wholesalers, and other relevant stakeholders to jointly assume responsibility for recycling, reprocessing, treating, and disposing of discarded products, reducing their environmental impact. To achieve “Waste Reduction, Resources Circulation, Zero Landfill” vision outlined in the “Waste Blueprint for Hong Kong 2035”, the Environmental Protection Department (EPD) will adopt a “market-led approach”, requiring beverage suppliers to either arrange their own recycling services for plastic beverage containers and beverage cartons, or appoint recyclers (scheme operators) submit reports on recycling volumes and audit results biannually to the EPD. DEPUTY CHAIRMAN 副主席 EXECUTIVE DEPUTY CHAIRMAN 常務副主席 14 | 2-4/2025
Building environmental awareness and social norms takes time, and optimal policy effectiveness requires a gradual approach. As the saying goes, “more haste, less speed”. We are particularly pleased that the EPD has proposed four phased targets for the recovery rates of plastic beverage containers and beverage cartons, allowing society and businesses time to understand and adapt. At the same time, the EPD is expanding the recycling network by establishing collection points in large retail stores to progressively improve local recovery rates. Industry Platform Drives Immediate and Effective Outcomes FHKI has consistently supported our Government’s environmental policy initiatives. Over the past year, FHKI has actively collected and conveyed industry feedback and has established a working group with the EPD to maintain close communication regarding the latest developments and implementation details of the PRS for plastic beverage containers and beverage cartons, as well as to provide recommendations. In February this year, we were pleased to see the EPD proactively engage with FHKI to detail the preliminary direction of the amendment plan and to understand the views and implementation concerns from various stakeholders. Members from Group 8 (Food, beverages and tobacco) and Group 26 (Environmental Industries Council) of FHKI, being key stakeholders in the PRS, enthusiastically registered to participate and actively contributed during the meeting. The participation of both producers and recyclers enabled the EPD to gain deeper insights into the current situation and viewpoints of different stakeholders, ensuring that the amendments will align with practical requirements for smoother implementation of the PRS. The meeting was highly effective and focused, helping participants understand the various unforeseen challenges the recycling industry might face under the current PRS amendment plan. To better formulate relevant policy details, FHKI recommends that the EPD establish an industry working group that includes most stakeholders. We hope that this working group will provide a platform for the Government and the industry to discuss the implementation arrangements and specific details of the plan, enabling producers and recyclers to participate more effectively. Looking ahead, FHKI will continue to serve as a communication bridge between the Government and the industry, promoting a gradual implementation of the plan and collaboratively building a sustainable future for Hong Kong. 環保意識和社會風氣的建立需要時間，為達成最佳的政策 效果，自然需要循序漸進地推行。所謂欲速則不達，筆者 特別欣見環保署為塑膠飲料容器和紙包飲品盒的回收率 設定四個階段的目標，讓社會和企業能夠慢慢理解和 適應。同時，環保署還擴大回收網絡，在大型零售店設置 回收點，以逐步提升本地的回收率。 業界平台良性溝通 成效立竿見影 工總一直支持政府推動環保政策，過去一年積極收集及 反映業界意見，並與環保署成立工作小組，就塑膠飲料 容器及紙包飲品盒的生產者責任計劃的最新發展和細節 安排保持密切溝通並提出建議。 今年2月，筆者樂見環保署主動約見工總，向業界詳細闡述 修訂計劃的初步方向，並了解不同持份者在執行上的意見 及細節。工總第8分組（食品、飲品及煙草）和第26分組 （環境工業協會）的會員作為「生產者責任計劃」的關鍵 組成部分，踴躍報名參加並在會上積極發言。由於會議有 生產商和回收業的參與，使環保署能夠深入了解不同 持份者的現狀及看法，確保修訂的方向能夠切合實際 需求，從而使計劃的實施更為順暢。 今次會議極具成效，並且對準焦點，使與會者了解到 回收業在目前的修訂計劃中或有機會面臨各種不可預見 的情況。為更好地制定相關政策細節，工總建議環保署 與業界成立一個涵蓋大部分持份者的工作小組。筆者 期望透過這個工作小組，為政府和業界提供一個平台， 商討計劃的實施安排及具體落實細節，以便生產商和 回收業能夠更有效地參與。展望未來，工總將會繼續擔任 政府與業界之間的溝通橋樑，推動計劃循序漸進，共同 為香港締造可持續發展的未來。 2-4/2025 | 15
FOCUS STORY | 專題 In today’s increasingly competitive global economy, developing a robust commodity market in Hong Kong is not merely an economic opportunity but a geopolitical imperative - one that serves both local interests and broader national strategies while strengthening regional cooperation networks. The World Bank's 2022 report "Commodity Markets: Evolution, Challenges, and Policies" underscores China’s position as one of the world's largest importers and exporters of commodities. Yet a significant vulnerability persists: pricing mechanisms remain primarily controlled by Western markets, creating both economic and security vulnerabilities that constrain China's industrial development and global competitiveness. Hong Kong's potential pivot toward establishing a commodities platform would provide a strategic gateway between the Mainland and international markets while reinforcing industrial supply chain security, and thereby, enhancing our country’s voice in global competition. 環顧全球，國際環境競爭愈趨劇烈，香港發展大宗商品市場，既有自身發展的實際需要，也符合國家戰略，更有利 於促進區域合作。根據世界銀行於2022年發布的《大宗商品市場：演變、挑戰與政策》報告，中國是全球最大的 商品進口國和輸出國之一。然而，目前的大宗商品市場仍主要依賴西方國家的定價規則，對國家的產業發展、經濟安全 及國際競爭力造成影響。香港發展大宗商品交易平台將可銜接內地及國際市場，為產業鏈和供應鏈的安全提供重要 支援，從而提升國家在全球競爭中的話語權。 The HKSAR Government has outlined concrete plans to position Hong Kong as an international gold trading hub and a broader Commodity Trading Ecosystem in the latest Policy Address. These ambitions build upon solid foundations: as a premier International Financial Centre, Hong Kong possesses natural advantages for developing into Asia's preeminent commodities exchange hub. Strategically, "green metals"—those essential to renewable energy infrastructure and electric vehicles—offer the most promising initial focus, leveraging Hong Kong’s existing financial and shipping expertise while establishing market credibility before potentially expanding into broader commodity classes. Success would create a virtuous cycle, attracting international capital, generating new economic growth vectors, and further cementing Hong Kong's multifaceted position as an international financial, shipping and trading nexus. 特區政府在最新一份《施政報告》提出，發展香港 成為國際黃金交易中心，以及建立大宗商品交易生態 圈，現正積極及密鑼緊鼓推進相關工作。香港是世界 領先國際金融中心，有極大潛力成為亞洲大宗商品 交易的重要樞紐。為充分發揮和發展金融和航運等 優勢，香港首階段可專注發展「綠色金屬」的交易 領域，這些金屬對可再生能源基礎設施和電動車至關 重要。待市場逐步成熟後，可擴展至其他大宗商品 領域。隨著大宗商品市場的擴張，香港將能吸引更多 國際資本流入，創造新的經濟增長點，進一步鞏固和 提升香港作為國際金融、航運與貿易中心的地位。 18 | 2-4/2025
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