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降低采购成本,不止砍价那么简单
3 6 Ke· 2025-05-06 00:43
在当今竞争激烈且充满不确定性的市场环境下,采购成本控制已成为企业提高利润、强化供应链韧性、增强竞争力的关键手段。降低成本不仅仅是采购部门 的任务,更是一项跨职能、贯穿产品全生命周期的战略性工作。 本文将从采购职能出发,结合产品开发视角,探讨如何实现可持续、可衡量、具有长期价值的成本降低策略。 什么是采购成本降低? 当我们谈到"降低采购成本",可不只是去和供应商砍价那么简单。它的意思是:在不影响产品质量、交付时间和安全性的前提下,用更聪明的方法,把买东 西花的钱变少。 比如,我们可以通过优化工作流程、引入技术工具、与供应商协作等方式,减少在采购环节中的各种花费。这里的"花费"不仅仅是你买这个东西本身的价 格,还有很多看不见但实际存在的成本。 常见的采购成本可以分成两大类: 直接成本:像原材料的钱、运输费、人工费、税费等,是我们"能看见"的支出; 间接成本:比如仓库存货的费用、负责采购的员工薪酬、质检流程的开销、管理采购系统的软件维护等,这些虽然不是直接花在商品上的,但也属于采购成 本的一部分。 采购成本降低,就是希望在不牺牲品质和效率的前提下,把这些成本都控制得更合理、更节省。 成本降低 ≠ 砍价:三种不同的节 ...
Huntington Ingalls Industries(HII) - 2025 Q1 - Earnings Call Transcript
2025-05-01 13:00
Huntington Ingalls Industries (HII) Q1 2025 Earnings Call May 01, 2025 09:00 AM ET Speaker0 Ladies and gentlemen, thank you for standing by, and welcome to the First Quarter twenty twenty five HII Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. I would now like to hand the call over to Christy Thomas, Vice President of Investor Relations. Mrs. Thomas, you may begin. Speaker1 Thank you, operator ...
JinkoSolar(JKS) - 2025 Q1 - Earnings Call Transcript
2025-04-29 13:32
Financial Data and Key Metrics Changes - Total revenue for the first quarter of 2025 was $1.91 billion, down 33% sequentially and down 40% year over year [21] - Net loss was approximately $100 million for the first quarter [7] - Gross margin decreased both sequentially and year over year, primarily due to a decrease in the average selling price (ASP) of solar modules [21] - Total operating expenses were $350 million, down 8% sequentially and down 18% year over year [22] - The asset liability ratio was approximately 74%, down from nearly 75% at the end of the first quarter last year [20] Business Line Data and Key Metrics Changes - Total shipments reached 19.1 gigawatts, with module shipments accounting for approximately 90% [13] - Shipments to overseas markets accounted for around 70%, with significant growth in the Indo Pacific and North Asia markets [14] - Shipments to the Indo Pacific market grew by nearly 10% year over year and 150% sequentially [14] - Shipments of energy storage systems (ESS) exceeded 300 megawatt hours, with expectations of around 6 gigawatt hours for the full year 2025 [11] Market Data and Key Metrics Changes - New installations in China in the first quarter amounted to 59.7 gigawatts, an increase of 31% year over year [7] - The global module demand is expected to remain about 700 gigawatts in 2025, with strong growth anticipated in Asia Pacific, Europe, and the Middle East [18] - The U.S. market is expected to see a wave of early purchases of cells and modules due to a shortage in local production capacity and the impact of reciprocal tariffs [18] Company Strategy and Development Direction - The company aims to maintain a leading position in the industry by optimizing market strategies and supply chain management while improving technology and product competitiveness [12] - The focus is on high-efficiency cell capacity and high-power products, with expectations of a competitive advantage in the market [10] - The company plans to explore innovative business models that integrate solar and storage solutions to provide high-efficiency and smart green energy solutions [12] Management's Comments on Operating Environment and Future Outlook - Management noted that the current market environment is challenging due to low prices across the solar supply chain and disruptions from international trade policies [7] - There is optimism about long-term demand in the U.S. market despite current uncertainties [18] - Management expects gross margins to improve slightly in the second quarter due to an upward trend in module prices driven by demand from China and other regions [34] Other Important Information - The company expects annual production capacity for mono wafers, solar cells, and solar modules to reach 120, 95, and 130 gigawatts, respectively, by the end of 2025 [12] - Confirmed orders for energy storage systems accounted for 50% to 60%, with another 20% to 30% showing strong potential for signing [11] Q&A Session Summary Question: Can you provide details on ESS shipments and sourcing of battery cells? - ESS shipments are mainly targeted at the Asia Pacific, Europe, and emerging markets, with challenges in extending the ESS business in the U.S. due to trade barriers [27] Question: What are the expectations for margins in Q2 and Q3? - Short-term expectations are for gross margins to improve slightly in Q2, with potential stabilization in the second half of the year [34] Question: What are the plans for U.S. cell manufacturing given the tariffs? - Local production in the U.S. is seen as a long-term trend, but current uncertainties make short-term plans difficult [38] Question: What is the expected gross margin for ESS? - The target gross margin for ESS is expected to be in the range of 5% to 10% [45] Question: What is the U.S. shipment target for this year? - The U.S. shipment target is approximately 5% to 10% of total shipments, with a low case of around 5% [50] Question: How does the company plan to manage shareholder returns? - The company plans to buy back shares and defer dividends, with an initial plan of at least $100 million for dividends and repurchases [56]
JinkoSolar(JKS) - 2025 Q1 - Earnings Call Transcript
2025-04-29 13:32
JinkoSolar (JKS) Q1 2025 Earnings Call April 29, 2025 08:30 AM ET Company Participants Stella Wang - Investor RelationsGener Miao - Chief Marketing OfficerMengmeng Li - Chief Financial OfficerTyler Bisset - Equity Research AssociateHaiyun Cao - DirectorRajiv Chaudhri - President Conference Call Participants Philip Shen - Managing Director, Senior Research AnalystAlan Lau - Analyst Operator a reminder, today's conference call is being recorded. I would now like to turn the meeting over to your host for today ...
宁夏一季度金融运行“稳进提质” 为实体经济注入动能
Zhong Guo Xin Wen Wang· 2025-04-29 00:42
4月28日,记者从"2025年一季度宁夏金融运行情况"新闻发布会上获悉,截至3月末,宁夏人民币存款余 额达10540.96亿元,同比增长8.0%,较上年末提高0.3个百分点,一季度新增609.77亿元,同比多增 182.72亿元。 存款规模稳步提升,不仅反映出居民财富的积累和企业经营效益的改善,更为金融机构提供了充裕的资 金来源,使其能够更加从容地加大对实体经济的信贷投放力度。与此同时,人民币贷款余额攀升至 10193.51亿元,一季度新增228.59亿元,资金精准流向实体经济各领域,有力支持了企业的生产经营和 项目建设。 在信贷投放中,金融机构精准对接不同主体的资金需求,实现金融资源的合理配置。从部门来看,住户 贷款余额3867.63亿元,同比增长7.5%,有效满足了居民在消费升级、购房置业等方面的资金需求,助 力居民生活品质提升,也为消费市场注入活力。企事业单位贷款余额6323.73亿元,一季度新增90.52亿 元,为企业扩大生产规模、开展技术研发提供了资金保障,推动企业增强市场竞争力。从期限结构分 析,中长期贷款与短期贷款"长短结合",共同为经济发展保驾护航。一季度,中长期贷款余额6874.74 亿元, ...