欧洲 CEO 与民众：共筑经济竞争力 欧洲竞争力晴雨表.docxVIP

EuropeanCEOsand

CitizensBothWanttheSameThing:EconomicCompetitiveness

EuropeanCompetitivenessBarometer

JANUARY2026|2NDEDITION

Keytakeaways

1

TimeisrunningoutforEurope

96%

ofbusinessleaders,

backedby85%of

citizens,sayEurope

mustprotectits

commercialintereststopreventsevere

consequences

2

“LiberationDay”

wake-upcalldidn’thappen

–15%

Businessleaders’

optimismhasfallenashopesfadethat“LiberationDay”

wouldsparkbold

action,yetthewindowremainsopen

3

Peoplewon’toptout—Europeistheanswer…

60%

ofbusinessleadersandcitizenssupport“moreEurope”

tostrengthen

competitiveness

throughmore

cooperation,notless

4

…butafullresetisneeded,andapathforwardemerges

~80%

ofcitizensandbusinessleadersagreeonthe

needforradicalchange,withbusinessleaders

proposingafocusedagendaledbyasmallgroupofcountries

5

Citizenscallon

businessleaderstostepup—andtheyarereadytodoso

76%

ofcitizensand93%ofleaderswantbusinessleaderstotakepublicroles,includingin

institutions,yetmanyarestillheldbackbyconstraints

Source:BCGanalysis.

TAKEAWAY1

Europe’s

competitiveness

hasstalled,and

businessleaders

warntimeis

runningouttoavoidrisingeconomic

andsocialrisks

Shareofbusinessleaderswhoforeseethefollowingeconomic

andsocialconsequencesifcompetitivenessdeclines(%)1Changeversus

1steditionof

BCGbarometer

(April2025)

Workforcereductions

Workforcereductionswillbecomemorecommon

Businesseswillincreasinglyo?shoreoperationsoutsideEurope

+6pts

93%

+10pts

+10pts

90%

Investmentcapacity(

Investmentcapacity(excludingRD)islikelytodecline

+11pt

+11pts

InnovationandRDe?ortswillslowdown84%+10pts

InnovationandRDe?ortswillslowdown84%

+10pts

Source:BCGC-levelsurveyonEuropeancompetitiveness(Nov2025).

Note:LeadersexpressedoverallagreementonthepotentialconsequencestoEuropeancompetitivenessifcurrent