“企业在寻找可持续、长期增长路径时，AI正成为一股不可忽视的重要力量。”
As companies search for path to sustainable, long-term growth, AI is becoming a vital force that cannot be ignored.
近日全球性企业增长咨询公司弗若斯特沙利文（Frost & Sullivan，下称“沙利文”）全球总裁兼主管合伙人、全球董事局执行董事祖亚儒（Aroop Zutshi）在接受《国际金融报》记者采访时表示，企业真正的增长，并非一时的收入上扬，而在于能否找到可持续、可复制的转型增长（Transformational Growth）路径。而相比前一轮互联网革命，AI将为企业带来更深刻的影响与机会。
Recently, Aroop Zutshi, Global President, Managing Partner, and Executive Director of the Board at the global growth consulting firm Frost & Sullivan (hereinafter referred to as "F&S"), made these remarks in an interview with International Financial News. He stated that true corporate growth is not merely a temporary surge in revenue, but whether a company can find a sustainable and replicable path to transformational growth. Compared to the previous revolution brought by the internet, AI will bring far deeper impacts and opportunities to businesses.
长期深耕“全球化与本土化相结合”的企业发展模式，祖亚儒到访过80多个国家，并在约45个国家工作过。而在过去30年间，他每年至少到访中国两次，有时一年多达四次，是中国市场的“常客”。
Having long cultivated an enterprise development model that "combines globalization with localization," Zutshi has visited over 80 countries and worked in approximately 45. Over the past 30 years, he has visited China at least twice a year—and sometimes up to four times—making him a frequent guest in the Chinese market.
长期、持续的观察，让他得以近距离见证中国企业、中国市场与中国经济的巨大演变。“很难说，世界上还有哪个国家能够在相同时间内取得与中国同等、甚至更大的进步。”祖亚儒直言。
Long-term, continuous observation has allowed him to witness up close the massive evolution of Chinese enterprises, the Chinese market, and the Chinese economy. "It's hard to say if there is any other country in the world that could make equivalent, or even greater, progress within the same timeframe," Zutshi stated frankly.
“每次来到中国，我都会看到中国和中国企业进入一个新阶段。”从医疗、科技、ICT、通信到航天，在祖亚儒看来，中国企业正凭借技术与产品能力参与解决全球性问题；道路、桥梁与技术等基础设施的持续改善，也共同构成了一个不断向前的中国。
"Every time I come to China, I see China and Chinese companies entering a new stage." From healthcare, technology, and ICT (information and communications technology) to aerospace, Zutshi believes Chinese enterprises are leveraging their technological and product capabilities to help address global issues. The continuous improvement of infrastructure—such as roads, bridges, and technology—collectively forms the China that is constantly moving forward.
尤其在AI领域，他提到，中国早在世界广泛讨论AI之前，便已投入大量资源。如今，中国在多个行业的AI技术上处于领先位置，许多企业和国家也能从中国的技术进展与产业实践中受益、获得启发。
Particularly in the field of AI, he noted that China invested significant resources long before the world began widely discussing artificial intelligence. Today, China holds a leading position in AI technology across multiple industries, and many companies and countries stand to benefit from and be inspired by China's technological advancements and industrial practices.
尤其在AI领域，他提到，中国早在世界广泛讨论AI之前，便已投入大量资源。如今，中国在多个行业的AI技术上处于领先位置，许多企业和国家也能从中国的技术进展与产业实践中受益、获得启发。
Particularly in the field of AI, he noted that China invested significant resources long before the world began widely discussing artificial intelligence. Today, China holds a leading position in AI technology across multiple industries, and many companies and countries stand to benefit from and be inspired by China's technological advancements and industrial practices.
AI赋能企业可持续增长
“转型增长”，是祖亚儒最为关注的议题。
"Transformational Growth" is the topic Zutshi focuses on most.
“许多企业容易将短期市场红利、需求反弹或收入跃升，视作战略成功；但外部环境一旦改变，这种增长也可能迅速消失。”祖亚儒指出，企业真正要追求的，并非一时的营收上涨，而是一种能够持续创造机会、改善利润，并不断为客户创造价值的能力。
"Many companies tend to mistake short-term market dividends, demand rebounds, or revenue jumps for strategic success. But once the external environment changes, this kind of growth can disappear quickly," Zutshi pointed out. He emphasized that what companies should truly pursue is not a temporary rise in revenue, but the capability to continuously create opportunities, improve margins, and deliver ongoing value to customers.
在他看来，这对应着企业增长的两种模式：一种是常规增长，即企业在某一阶段抓住市场需求或周期机会，收入和利润随之上升，但这种增长未必能够持续；另一种则是转型增长，即企业找到长期、可持续、可复制的增长机会，并通过创新与执行，建立更具独特性的市场位置。
In his view, this corresponds to two modes of corporate growth:
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Conventional Growth: A company capitalizes on market demand or cyclical opportunities at a certain stage, leading to a rise in revenue and profit—though this growth may not necessarily be sustainable.
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Transformational Growth: A company identifies long-term, sustainable, and replicable growth opportunities and builds a more distinct market position through innovation and execution.
“转型增长不仅要看市场，也要看非市场因素——供应链、政策、技术变化和商业环境等，都可能影响一家企业能否实现长期增长。”祖亚儒强调，企业需要的，不是一份可执行的战略方案，而是一套能够持续发现机会、判断机会并把握机会的能力。
"Transformational growth depends not only on the market, but also on non-market factors—supply chains, policy, technological shifts, and the business environment can all affect whether a company can achieve long-term growth," Zutshi stressed. What companies need is not just an actionable strategic plan, but a set of capabilities to continuously discover, evaluate, and capture opportunities.
但如今，企业在寻找可持续、长期的增长路径时，AI正成为一股不可忽视的重要力量——它一边加速进入日常生活和产业一线，一边快速迭代能力。祖亚儒也坦言，AI正不断重新定义实现转型增长的条件，也向企业提出了新的挑战。
Today, as companies search for sustainable, long-term growth paths, AI is becoming a vital force that cannot be ignored—it is accelerating into daily life and front-line industries while rapidly iterating its own capabilities. Zutshi acknowledged that AI is constantly redefining the conditions for achieving transformational growth and presenting new challenges to businesses.
“市场动态的变化并不新鲜。”祖亚儒指出，企业经营中既有可以掌控的因素，也有难以掌控的变量，前沿技术的出现与落地便是其中之一。以AI为例，人们早已知道它的存在，但直到过去两年，它才真正以今天这样的方式进入大众生活，并在极短时间内产生了深刻而广泛的影响。
"Changing market dynamics are nothing new," Zutshi noted. In business operations, there are controllable factors as well as difficult-to-control variables, and the emergence and implementation of cutting-edge technology is one of them. Taking AI as an example, people have long known about its existence, but only over the past two years has it entered the public sphere in its current form, exerting a profound and widespread impact in a very short period.
“我更愿意把AI看作转型增长的赋能者，而不是转型增长的颠覆者。”在祖亚儒看来，AI当然会改变企业，但企业不应将其视为会摧毁既有业务的外部威胁。真正重要的是，把AI纳入企业的增长体系，让它帮助企业更快作出改变，并创造更多价值。
"I prefer to view AI as an enabler of transformational growth, rather than a disruptor of transformational growth," Zutshi said. While AI will certainly transform companies, businesses should not treat it as an external threat that will destroy existing operations. What truly matters is integrating AI into a company's growth system, allowing it to help the enterprise make changes faster and create more value.
在他看来，企业需要从内部和外部两个维度使用AI。对内，企业首先应重新审视所有工作流：一项业务如何从A点推进到B点，信息如何流动，哪些环节耗时、重复，或容易出错。通过引入AI梳理流程，企业能够提高速度、质量和效率，进而降低成本、改善利润率。
He believes companies need to utilize AI from two dimensions: internally and externally.
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Internally: Companies should first re-examine all workflows—how a business process moves from Point A to Point B, how information flows, and which steps are time-consuming, repetitive, or prone to error. By introducing AI to streamline processes, companies can increase speed, quality, and efficiency, thereby lowering costs and improving profit margins.
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Externally: Beyond internal efficiency, companies must leverage AI to rethink their products and services.
而在内部提效之外，企业还需要借助AI重新思考产品与服务。祖亚儒认为，随着信息愈发透明、技术扩散持续提速，世界各地企业的产品能力将越来越接近。届时，真正拉开企业差距的，是客户体验——从使用、咨询、售后，到问题出现时企业如何回应客户。
Zutshi observed that as information becomes more transparent and technology diffusion accelerates, product capabilities among companies around the world will become increasingly similar. When that happens, what truly sets a company apart is customer experience—ranging from usage, consultation, and after-sales service, to how the company responds when problems arise.
“能否增加新的功能？能否提供新的服务？能否创造新的商业模式？更重要的是，能否让客户获得更便宜、更好、更快的产品和体验？”在祖亚儒看来，企业都应借助AI，一一回答这些问题。
"Can you add new features? Can you provide new services? Can you create new business models? More importantly, can you offer customers cheaper, better, and faster products and experiences?" In Zutshi's view, all companies must leverage AI to answer these questions one by one.
把中国能力变成全球价值
Turning Chinese Capabilities into Global Value
当下，AI正加速进入千行百业。在这场变革中，中国企业正走在前沿：既加快AI在产业场景中的应用与落地，也持续展现出强劲的原创能力。
Currently, AI is accelerating its penetration into various industries. In this wave of transformation, Chinese enterprises are standing at the forefront: they are accelerating the application and implementation of AI in industrial scenarios while continuously demonstrating strong capacity for original innovation.
作为中国市场的“常客”，在祖亚儒看来，中国企业的优势不只在于速度，更在于能够将制造、技术与产品能力结合起来，并在汽车、出行、医疗健康、ICT等领域创造实际价值。越来越多中国制造的产品达到全球标准，也开始进入海外市场，改善当地生活、带动当地生态。
As a "frequent guest" to the Chinese market, Zutshi sees that the advantage of Chinese enterprises lies not just in speed, but in their ability to combine manufacturing, technology, and product capabilities to create tangible value across sectors like automotive, mobility, healthcare, and ICT. An increasing number of products made in China meet global standards and are entering overseas markets, improving local lives and driving local ecosystems.
也正因此，谈及中国企业的全球化，祖亚儒首先给出了一个不同于“竞争叙事”的判断。
Precisely for this reason, when discussing the globalization of Chinese enterprises, Zutshi first offered an assessment that differs from the typical "competition narrative."
“比起全球化竞争，更应该讨论的是全球化合作。中国企业与海外同行并不必然是此消彼长的关系。”在他看来，走向全球不只是将产品卖到更多国家，而是将自身的制造、技术与创新能力带入更多真实场景，更是在全球市场中寻找合作的可能，共同将技术与产业能力转化为对社会的真实价值。
"Rather than global competition, we should be discussing global cooperation. Chinese companies and their overseas peers do not necessarily have a zero-sum relationship." In his view, going global is not just about selling products to more countries; it means bringing one's manufacturing, technological, and innovative capabilities into more real-world scenarios. It is also about seeking potential collaborations in global markets to jointly translate technology and industrial capabilities into real value for society.
“不过，全球化的第一步，并不是急于进入尽可能多的国家。”祖亚儒指出，企业要先判断哪些市场真正值得进入：既要评估市场规模、竞争程度、技术水平、渠道条件与客户需求，也要考量贸易政策、税收安排、投资环境、资金汇回等非市场因素。
"However, the first step of globalization is not rushing into as many countries as possible," Zutshi pointed out. Companies must firstly evaluate which markets are truly worth entering. This requires assessing market size, competitive intensity, technological maturity, channel conditions, and customer demand, as well as weighing non-market factors such as trade policies, tax arrangements, the investment environment, and capital repatriation.
比市场选择更难的，是跨越品牌信任。祖亚儒指出，一个品牌在中国成立，并不意味着它在另一个国家也会被同样理解。
Harder than selecting markets, however, is building cross-border brand trust. Zutshi noted that just because a brand is established in China does not mean it will be understood the same way in another country.
在他看来，企业必须重新理解当地客户的需求、文化与价值判断，必要时甚至需要调整品牌表达与市场定位。“技术可以帮助企业进入全球市场，但信任决定企业能否真正留在全球市场。”
In his view, companies must re-understand the needs, culture, and value judgments of local customers, and adjust their brand messaging and market positioning when necessary. "Technology can help a company enter the global market, but trust determines whether it can truly stay there."
“中国企业能够走在前列，关键在于始终专注于为客户创造更大价值，并以优异的性价比提供产品和解决方案。”祖亚儒判断，当这种中国能力真正转化为能够被全球市场理解、接受并共享的价值时，中国企业也将迎来下一轮重要的增长机会。
"The key to Chinese enterprises staying at the forefront is their persistent focus on creating greater value for customers and offering products and solutions with exceptional cost-performance," Zutshi concluded. When these Chinese capabilities are truly transformed into value that can be understood, accepted, and shared by the global market, Chinese companies will welcome their next major growth opportunity.
