M1979 :: Volume #3

#332: Specialization


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To put it bluntly, is small company, big group, small business, grand strategy. “说白了,就是小公司,大集团,小企业,大战略。 The renewal at earliest the price is much longer in the two years, topological transformation rapidness of , everybody should be able to feel. Generally speaking, at present seller's market, even many places initiated have rushed to purchase the tide, no matter any goods sold, did not worry not to have the business. Should you most have the experience? ” 更新最快这两年物价长得快,形势变换的也快,大家应该能感觉的到。总体来说,目前还是卖方市场,甚至不少地方都引发了抢购潮,不管什么货都好卖,根本不愁没生意。你们应该最有体会?” Since 1988, the sudden nationwide buying panic, left in addition, but tiger of the inflation, making the economic order of entire society fall into a confusion. 从1988年开始,突如其来的全国性抢购风潮,加上脱笼而出的通货膨胀之虎,使整个社会的经济秩序陷入一片混乱之中。 Takes the Third Plenary Session of the 13 th CPC Central Committee as the symbol, starts to overhaul the market, carries on the price regulation, however until now effect has not highlighted. 以13届三中全会为标志,开始整顿市场,进行价格调控,但是至今的效果还是没有凸显出来。 So long as you have the goods, others visit to give you to waste money, in the lying down family/home can receive money, the profiteer such does not get rich. 只要你有货,人家上门给你送钱,躺家里就能收钱,倒爷不就是都这么发财的嘛。 1 billion people 900 million but actually, 100 million are seeking.” “1000000000人民900000000倒,还有100000000在寻找。” This time enters all the people have done business the age, the company is as numerous as the hairs of an ox, but many are handbag company. Many such as locust manager clamps the handbag to run the four directions, on family/home comes to go to the families/home of commodity but but actually actually, earns the price difference. 此时算是进入了“全民经商”的年代,公司多如牛毛,但多数是“皮包公司”。多如蝗虫的“经理”夹着皮包奔走四方,把物资在上家下家之间倒来倒去,赚取差价。 In disordered state enterprising. 在无序状态中进取。 To happy, to the wealth and to the chase that the enterprise has not exhausted, the respect and deference to natural selection survival of the fittest principle, in changing seeks livehood, leads the way in enterprising. 对幸福、对财富、对事业没有穷尽的追逐,对物竞天择适者生存法则的尊重和遵循,在求变中求生,在进取中前行。 This is also the primitive power that this country transforms unceasingly sublimates. 这也是这个国家不断蜕变升华的原始动力。 pay Xia says with a smile, is this principle, Pujiang arrives at my this to draw the goods, obviously the market supplies are insufficient.” 付霞笑着道,“是这个理,浦江的都到我这来拉货,可见市场供应不足。” Buys the furniture still to supply in the bill in the big city, the small place say nothing , his furniture of furniture manufacturer production naturally falls short of demand. 在大城市买家具还在凭票供应呢,小地方更不用说,他的家具厂生产的家具自然供不应求。 Naturally, on the other hand from, she seeks the raw material to be also more difficult, the plate, plate work and leather kind of products upstream also in against the wind floating rises, rises in prices has not calculated, did not have the place to buy, helpless she has established several attached factories. 当然,从另一方面来说,她寻求原材料也更加困难,板材、钣金、皮革这类上游产品也在迎风飘涨,涨价还不算,还没地方买,无奈她才建立了好几家附属厂。 Su Ming pulls out the smoke, has dispersed in all directions, then after selfish point, said that this did not blow, you ask old in, so long as the product of Hong Kong entered China, has not unloaded a vehicle, can be given to snatch. However you must say the change, has, before us these electronic watches that does, now sincerity nobody cherished. The Shenzhen electron building and that side the Saige electron necessary market, makes this thing, but also is the small workshop produces, the radio factory, the tape recorder factory, television factory and magnetic head factory everywhere are, although the quality is not good, is low-cost.” 苏明掏出烟,四处散了一圈,然后自顾自的点上后,接话道,“这真不是吹,你问问老于,香港的产品只要一进关,还没卸车,就能被人给抢了。不过你要说变化,也是有,像咱们以前搞的那些电子表,现在真心没人稀罕了。深圳电子大厦、赛格电子配套市场那边,很多都是做这玩意的,还都是小作坊生产出来的,收音机厂、录音机厂、电视机厂、磁头厂到处都是,虽然质量不好,可是价格便宜啊。” pay Biaodao, elder brother, we last year in that place that by the electronic building bought, suffered the same place with old in that place. Many people must ask us joint exploitation, some said the construction developer field, some said constructs the hotel, I feel that is very good.” 付彪道,“哥,咱们去年在电子大厦旁边买下的那块地,跟老于的那块地挨一起。很多人要找咱们合作开发,有的说建商场,有的说建酒店,我觉着都挺行的。” The Li He ill-humored say/way, both of you also had a face saying that oneself internal friction was very interesting?” 李和没好气的道,“你们俩还有脸说,自己内耗很有意思吗?” Two young tigers do not propose this fortunately, propose this, Li He also in the vitality/angry, consumes may be his money! 二彪不提这茬还好,一提这茬,李和还在生气,耗的可都是他的钱! Yu Dehua stared two young tiger one, bewildered burning down on him, has hurrying to answer, at that time bid, but dozens enterprises, arrive at the intense moment finally, may also remaining three, two young tigers second from the bottom round abandon the sign, there are two young tiger not two young tigers, must these money.” 于德华瞪了二彪一眼,莫名其妙的把火烧到他身上,只得慌忙解释道,“当时竞拍的可是有好几十家企业,最后到激烈关头,可还剩下三家呢,二彪倒数第二轮就弃牌了,有二彪没二彪,都得这些钱。” Two young tigers also said, elder brother, we turn over to spitefully spitefully, does not dare to crack a joke with the business.” 二彪也道,“哥,我们赌气归赌气,可不敢拿生意开玩笑。” Has the time to do accounts with you again.” In genuine and fake as for these two logical expression, Li He is unable to judge now, must continue saying that that place makes certainly the electronic marketplace, covered only to rent does not sell. Must do achieves well, you have the time to have a look to Hong Kong with old in again, how under the study others do.” “有时间再跟你们算账。”至于这俩人话里的真假,李和现在无从判断,只得继续道,“那块地当然是做电子市场了,盖好了只租不卖。要做就做到最好,你有时间跟老于到香港再去看看,学习下人家是怎么做的。” Early arrives at the Huaqiang northern enterprise basically to start to start from the furnished raw material processing, puts on the watch chain and assembly radio cassette player...... 早期来到华强北的企业基本上都是从来料加工开始做起,穿表链、组装收录机…… So long as can make money anything to do exactly. After having the fund foundation, starts to establish the joint venture with the foreign enterprises. Meanwhile, various investments also stream , the company is formed like mushrooms after a spring rainfall, most is the electronics business. 只要能赚钱什么活都做。有了资金基础后,开始与外企成立合资公司。同时,各种投资也纷至沓来,公司如雨后春笋般成立,最多的就是电子企业。 Therefore Li He complies with the tidal current to make electronic marketplace also right. 所以李和顺应潮流做电子市场也没错。 Moreover he quite likes receiving land rent, he does not have the interest regarding the presale of uncompleted flats temporarily, the house price so is at present low, that can make several money. He stressed in the grain bin and development large-scale wholesale market, for example electronic marketplace, fruit market, clothing market, small commodity market. 而且他还是比较喜欢收租子,他对于卖楼花暂时没兴趣,房价目前这么低,那才能赚几个钱。他还是侧重在囤地和开发大型批发市场,比如电子市场,水果市场,服装市场,小商品市场。 Facts showed, at present collects rent is the kingly way. 事实证明,目前收租才是王道。 Yu Dehua and pay Biao nod together, good.” 于德华和付彪一起点头,“好的。” Li He drank tea , to continue saying that „before , is the seller's markets, perhaps later will change the buyers'market, no matter how, not forever seller's market, will not have forever buyers'market. Therefore in the future changes? Turns into Hong Kong this appearance, everybody went to Hong Kong to have a look to know, was everybody, regardless of bought or sells, was a normal supply-demand relationship, this was an effective market, a normal market. What in the future puts together? What spells is the product quality, what spells is the service, what spells is the fund, what spells is the channel. Then everybody has turned head to come to see, what do we currently have? We look that what resembles to have, asks for money, important place to have the place richly, wants the factory to have the factory, but also what does not have probably, is an illegal broker, is the small workshop pattern, like this still good? Can be lasting, is the issues that everybody needs to consider.” 李和喝了口茶,继续道,“之前都是卖方市场,也许以后会变买方市场,不管如何,不会永远卖方市场,也不会有永远的买方市场。所以将来会怎么变呢?就是变成香港这个样子,大家去香港看看就知道了,就是大家,无论买还是卖,都是一个正常的供需关系,这样才是一个有效的市场,一个正常的市场。将来拼什么呢?拼的是产品质量,拼的是服务,拼的是资金,拼的是渠道。那么大家回过头来看看,我们现在有什么呢?我们看着好像什么都有,要钱有钱、要地有地,要厂子有厂子,但好像又什么都没有,就是个二道贩子,依然还是小作坊模式,这样子行不行?能不能持久,都是大家需要考虑的问题。” The direction says with a smile, is this truth, I think that the truth of specialized and multiplication must follow together, I make printing specialized, at present wholeheartedly printing this profession does thoroughly to do ripe, but develops certain bottleneck, to certain stage, can follow toward other paths, possibly makes the papermaking, possibly makes the brewery, this is also the path of multiplication. Before Premier Zhou Enlai, has said that takes simultaneous developments.” 方向笑着道,“是这个道理,我认为专业化和多元化的道理要一起走,我是专业做印刷的,目前一心把印刷这个行业做透作熟,可是发展到一定瓶颈,到一定阶段,可以朝着其他路子走走,也可能做造纸,也可能做酒厂,这也是多元化的道路。周恩来总理以前就说过,要两条腿走路。” Right that „said that this is the small company specialization that I said that how can specialize, is the technical specialization, must achieve the profession to be top, after achieving the apex, you can the doing multiplication with a clear goal, take the collectivization path. Our present issues do not have the core industry, must highlight a core to come out.” Li He quite gratified direction saying, among here all people, there is a consciousness toward, only then the direction and pay who Xia the research and development close up, do other people have to consider technical specialization this issue, „ cannot look anything makes money we to make anything, big and complete constantly will not have the good result. The product must have the creative characteristics and imbalance, cannot pursue constantly big and complete. Otherwise cannot avoid mediocre and impasse! Each same completes to make fine ratio big and complete constantly to be much more appropriate. „ “说的对,这就是我说的小公司专业化,怎么样才能专业化,就是技术专业化,一定要做到行业顶尖,做到顶尖之后,你才能有的放矢的做多元化,走集团化道路。我们现在的问题就是没有核心产业,要突出一个核心出来。”李和比较欣慰方向这话,这里所有人中间,有意识的朝研发靠拢的只有方向和付霞,其他人有没有考虑过技术专业化这个问题,“不能看着什么赚钱我们就做什么,一味的大而全不会有好结果。产品必须有独创特色和偏重性,不能一味追求大而全。否则不能避免平庸和死胡同!每一样都做好做精比一味的大而全要妥当得多。“ Li He crosses the stage of accumulation of capital, but how the turning around corner, how the prominent comparative advantage, is the issue that he must consider. 李和已经过了资本积累的阶段,但是如何掉头拐弯,如何突出比较优势,是他必须考虑的问题。 Su Ming layer on layer/heavily has put out smoke rings, seems to be obtained, said, other services I will go back to reduce as soon as possible, sell out, I want to make the magnetic tape wholeheartedly.” 苏明重重的吐出了一个烟圈,似有所得,说,“其他业务我会回去尽快砍掉,卖掉,我还是想一心做磁带。” Li He beckons with the hand, corner in this short time, does not use such radically. Rich must gain, my meaning in other words everybody must have an accurate localization, prominent core superiority. We now the biggest superiority is the fund superiority, but the superiority in other aspects do not have probably, the product advantage wants, the human advantage wants, the research and development superiority wants, the channel superiority wants, does the market superiority want? Needs. You sell the printer, at present in the market only then your has the goods, the customer has not resulted in elects, has not resulted in quite, your price can sell, the service attitude is not good, the product quality is also bad, the customer hold one's noses also recognizes. After but if , has second, the third product, will the customer also choose your product? We said that a simplest example, the state-run hotel , how many do dare to keep up appearances like before now? Therefore, is changing, all are changing, we must with changing.” 李和摆摆手,“拐弯不在这一时半会,不用这么激进。有钱还是要赚,我的意思就是说大家要有一个准确的定位,突出核心优势。我们现在最大的优势是资金优势,可是其他方面的优势好像没有,产品优势要不要,人才优势要不要,研发优势要不要,渠道优势要不要,市场优势要不要?都需要的。你卖打印机,目前市场上只有你一家有货,客户没得选,没得比较,你价格卖得贵,服务态度又不好,产品质量又差,客户捏着鼻子也认了。可是假如以后有第二家,第三家的产品呢,客户还会选你的产品嘛?咱们说个最简单的例子,国营饭店,现在还有几家敢像以前那样摆谱?所以啊,都在变,一切都在变,我们也要跟着变。” These words said, people looking pensive. 这句话说完,众人若有所思。 Yu Dehua says with a smile, you definitely at heart had the spectrum, you said directly, we were pressing doing.”My words, everybody thinks that what own core business is? Makes the real estate either not to do, must do is Chinese first. Makes the magnetic tape either not to do, must do must make first. Makes the furniture, makes the shoes, makes the OEM foreign trade is this truth. First cannot achieve, do we at least want to make second? ” 于德华笑着道,“你肯定心里有谱了,你直接说呗,我们按着做。””还是我刚才的话,大家想想自己的核心业务到底是什么?做地产要么不做,要做就是中国第一强。做磁带要么不做,要做也要做第一强。做家具,做鞋子,做代工外贸都是这个道理。第一做不到,我们至少要做个第二吧?” Li He at present most confident is real estate, god knows his grain bin many and real estate! 李和目前最有信心的就是地产这块,天知道他到底囤了多少地和房产! Yu Dehua does not listen to the real estate to be good, one hear of real estate creepy feeling, god knows the Pudong land parcel must compensate how much money! 于德华不听地产还好,一听地产头皮发麻,天知道浦东地块要赔多少钱! However Shen Daoru is confident, ” we in the property of Hong Kong in appreciation. We will try hard to crush into Hong Kong first three. „ 但是沈道如有信心,”我们在香港的物业都是在升值的。我们会努力挤进香港前三。“ This year what everybody must first do is completes the financial control and management standard. Why is standard? Because everybody's rapid growth has covered the huge investment and reality of tall Chengben, low efficiency, I give everybody some time, I first unconformability, but when conforms, must look at everybody's development situation. My unconformability, but you must conform, must achieve the standard. You, will not invite the person, this is my beforehand original words. Also a little, if you could not find the core superiority, you do draw cash to pound to be good? Do not give up merging to purchase the magic weapon of this rapid expansion, we are not short of money, you lack the technology, you are short of manpower, you merge, you pool capital, these forms of cooperation, I support. Let you put up the cash to be the shareholder is the minimum requirement, but the ultimate objective you must build a hatching undertaking platform and investment platform.” “大家今年首先要做的是做好财务管理和企业制度规范。为什么要规范?因为大家的高速发展掩盖了高投入、高成本、低效率的现实,我给大家一些时间,我先不整合,但是什么时候整合,要看大家的发展状况。我不整合,但是你们要整合,一定要做到规范。你们自己不会,就去请人,这还是我之前的原话。还有一点,如果你真的找不到核心优势,你去拿钱砸行不行?就是不要放弃并购收购这个快速扩张的法宝,咱们大家都不缺钱,你缺技术,你缺人,你去并购,你去合资,这些合作形式,我都是支持的。让你砸钱做股东已经是最低要求了,但是最终目标你还是要建立一个孵化型的创业平台和投资平台。” Big cow that this time starts an undertaking were too many, the big cow that been short of money were also too many, seeks for the best investment recipient, Li He can also gain basin full Boying. Oneself will not do, draws cash does to others, is a source of income. 这个时代创业的大牛太多了,正在缺钱的大牛也太多了,寻找最佳投资对象,李和也可以赚个盆满钵盈。自己不会做,拿钱给别人做,也不失是一条财路。 Shen Daoru said, we hope you can come out to manage the general situation.” 沈道如道,“我们还是希望你能出来主持大局。” He thinks that Li He will come out to manage the general situation. 他原以为李和会出来主持大局。 Now is also not the time.” Li He now has overthrown suddenly all ideas of yesterday, with are more, the issue that he who these people chatted discovered were more. These he needs to unblock slowly, can find the way to conform together. “现在还不是时候。”李和现在突然推翻了昨天的所有想法,跟这些人聊的越多,他发现的问题越多。这些他都需要慢慢的疏导,才能想办法整合在一起。 The one breath cannot eat a fatty, acts with undue haste is not instead beautiful. 一口气不能吃个胖子,操之过急反而不美。 Must these resource integrations under together, not be the casual several words can do, Li He needs to form the capable strategic investment section, is led by the senior merger and acquisition manager, and has from the staff support of investment, consultation, financial, legal or service background. 要把手下的这些资源整合在一起,不是随便几句话就能搞完的,李和需要组建精干的战略投资部,由资深的并购经理人带队,并有来自于投资、咨询、财务、法律或业务背景的员工支撑。 But his such person does not have, even a Li He reasonable finance does not have, wants the resource integration is the empty talk. 可是他身边一个这样的人都没有,甚至李和连个靠谱的财务都没有,要资源整合都是空话。 Moreover what enterprise structure must compose again, Li He could not find the clue throughout. 而且要重组成什么样的企业架构,李和始终找不到头绪。 When reorganizes the organizational structure, must act according to own actual situation absolutely, the choice suits own construction, for control risk, to respond rapidly, if certainly wants to be clear, should probably unify the actual situation, 在重组组织架构的时候,绝对要根据自己的实际情况,选择适合自己的架构,是为了控制风险,还是为了反应迅速,一定要想清楚,最好要结合实际的情况,
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