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当企业被“过剩”绑架:我们正默默失去创新的资格
Sou Hu Cai Jing· 2025-12-13 05:19
12月6-7日举行的"2025(第二十三届)影响力企业家年会"闭幕演讲中,全球绿色能源理事会主席、协鑫集团创始人朱共山进行了《周期幻象与供给侧改革 下的企业家精神》主题演讲。 图片引自《中国企业家》 被忽略的代价:过剩产能如何悄悄扼杀创新 当产能过剩成为常态,一场静默的资源争夺战便在企业内部打响。 智造的本质:从"消化存量"转向"创造弹性" 智能制造之所以成为破局关键,正是因为它重构了生产逻辑——从"预测生产"转向"响应变化"。在传统模式中,企业根据市场预测大规模生产,一旦预测失 误,立即形成库存积压。而智能制造通过数据连通和柔性产线,实现小批量、快响应的按需生产,大幅降低过剩风险。 财务报表上,"存货周转率"成为高管每日必看的关键指标;销售团队的核心任务从开拓市场变为清理库存;生产部门不断调整排期,只为减少成品堆积。在 这样全员"消化存量"的状态下,研发新项目的预算被压缩,创新提案的讨论被延后,技术人才的精力被调配去解决眼前的生存问题。 这不是战略选择,而是资源诅咒——企业有限的注意力、资金和人力资源,被存量问题持续透支。久而久之,创新不再是一种能力,而成为一种奢侈。企业 陷入"产能过剩→全力消化→无力创新 ...
以“连接”之专 中航光电锚定全球高端制造
● 本报记者李嫒嫒 从日常的智能手机、新能源汽车,到前沿的深海探测、低空飞行器、量子通信等领域,都离不开一个看 似微小却至关重要的部件——连接器,它犹如"血管",支撑着电子设备系统控制、电能分配、信号传 输,堪称数字世界的隐形基石。 位于河南洛阳的中航光电(002179)是国内连接器行业的领军企业,专业为航空和高端制造等领域提供 互连解决方案,从单一电连接器,到形成电、光、液、集成化等连接产业,不断丰富产品种类。自2007 年上市以来,公司营收实现持续稳健增长。 在波动起伏的市场环境中,中航光电如何穿越周期,保持强劲的发展韧性?"这源于公司对'连接'主业 的战略定力、持续深化的改革和技术创新以及面向未来的前瞻布局。"中航光电董事长郭泽义日前在接 受中国证券报记者专访时表示。 聚焦连接穿越周期的利器 郭泽义表示,中航光电聚焦"连接"并非固步自封,而是在专业领域内不断进行"价值延伸",拓展新业 务。"我们不仅仅提供元器件、组件或成品缆,更要成为一个装备或未来重大工程的集成互连方案提供 商。" 中航光电的业务拓展不仅体现在横向上覆盖更多领域、市场;还重视纵向延伸,提供"连接"以外的信号 传输、信号高效转换产品,同时 ...
以“连接”之专中航光电锚定全球高端制造
Core Insights - The article emphasizes the critical role of connectors in various high-tech fields, highlighting the importance of 中航光电 (AVIC Optoelectronics) as a leading player in the domestic connector industry, which has shown consistent revenue growth since its listing in 2007 [1][2] Group 1: Company Overview - 中航光电 has experienced steady revenue growth, increasing from 4.725 billion to 20.69 billion since its establishment [1] - The company has expanded its product offerings significantly, now boasting over 500 series and more than 350,000 varieties of products [2] - The focus on "connection" has allowed 中航光电 to extend its market reach both domestically and globally [1][2] Group 2: Strategic Focus - The company maintains a strategic commitment to its core business of "connection," which is seen as essential for navigating market fluctuations [1] - Continuous reform and innovation are key drivers for the company, enabling it to meet market demands with new products and technologies [1][2] Group 3: Innovation and Future Opportunities - 中航光电 has a strong emphasis on innovation, with a notable product being the deep-sea wet-plug connector, which outperforms imported alternatives [3] - The company is actively exploring future industries such as quantum technology and 6G, anticipating strong demand for interconnection products [3] - Investment in capacity building during the "14th Five-Year Plan" period amounts to 5.46 billion, with an additional 15.43 billion per year for new design capacity [3] Group 4: Global Expansion - Despite leading the domestic market, 中航光电 aims for global expansion, with current overseas revenue accounting for less than 10% [4][5] - The company is transitioning from a "product export" model to a "capacity export" model, establishing subsidiaries in Germany and Vietnam for localized operations [5] - Future plans include establishing production bases in North America and other regions, aiming to become a truly multinational enterprise [5]
明年11月18日至19日APEC领导人非正式会议将在深圳举行
Zhong Guo Xin Wen Wang· 2025-12-12 12:38
Group 1 - The APEC Leaders' Informal Meeting will be held in Shenzhen on November 18-19, 2026, marking the beginning of China's hosting year for APEC [1][2] - The theme for APEC cooperation next year, "Building an Asia-Pacific Community and Promoting Common Prosperity," was proposed by China and received unanimous approval from all parties [1] - China has identified three priority areas for APEC cooperation: openness, innovation, and collaboration, which align with the demands of all parties involved [1] Group 2 - Approximately 300 events are expected to be held throughout the year in various cities across China, including the informal leaders' meeting and accompanying events such as a business leaders' summit and ministerial meetings [2] - High-level meetings will take place in Guangzhou, Shanghai, and Dalian in February, May, and August, with around 10 specialized ministerial meetings starting in May covering various sectors [2] - Representatives expressed admiration for the achievements in Shenzhen and the Guangdong-Hong Kong-Macao Greater Bay Area's modernization during the meetings [2]
亚太经合组织第三十三次领导人非正式会议将于2026年11月18日至19日在深圳举行
Xin Hua She· 2025-12-12 10:31
新华社北京12月12日电(记者刘杨、曹嘉玥)记者12日从外交部获悉,亚太经合组织(APEC) 第三十三次领导人非正式会议将于2026年11月18日至19日在广东省深圳市举行。 二是谋划了明年合作优先领域。针对亚太发展面临的新机遇和新挑战,中方将"开放、创新、合 作"作为明年APEC合作三大优先领域。开放是亚太繁荣的生命线,创新是亚太繁荣的动力源,合 作是亚太繁荣的基本盘。这三大优先领域有力呼应了各方诉求,是各方参与APEC的"最大公约 数"。与会各方表示支持。 三是敲定了全年会议安排。APEC"中国年"预计举办约300场活动,办会地点遍及中国多个城市。 明年11月18日至19日,领导人非正式会议将在深圳举行,还将配套举行工商领导人峰会、外交和 贸易双部长会等活动。明年2月、5月、8月在广州、上海、大连分别举办三次高官会,明年5月起 将在各地举办约10场专业部长会或高级别活动,涉及贸易、数字经济、交通、旅游、人力资源、 中小企业、能源、粮食安全、财政、妇女等领域。各方积极支持中方全年活动安排,愿推动各项 活动取得丰硕成果。 郭嘉昆说,本次APEC非正式高官会还安排了参访活动,与会代表对深圳和粤港澳大湾区现代化 ...
中国提出APEC“中国年”主题和优先领域
Yang Shi Xin Wen· 2025-12-12 07:11
2026年亚太经合组织(APEC)非正式高官会今天(12日)上午在深圳开幕。会上,中方宣布,将"建设亚太 共同体,促进共同繁荣"作为APEC"中国年"的主题,将"开放、创新、合作"作为APEC"中国年"的三大 优先领域。 (责任编辑:王擎宇) ...
CGTN: How does China set tone for economic work in 2026?
Prnewswire· 2025-12-12 04:16
Economic Agenda for 2026 - China's 2026 economic agenda emphasizes strengthening domestic demand, advancing innovation, and deepening high-level opening up, indicating renewed confidence for global development [1][3] - The annual Central Economic Work Conference serves as a compass for China's economic trajectory, with President Xi Jinping reviewing 2025's performance and outlining priorities for 2026, the first year of the 15th Five-Year Plan [2] Domestic Demand as Growth Engine - Increasing domestic consumption is identified as the main economic priority for 2026, with specific actions planned to boost spending and optimize policies to unlock service consumption potential [4] - In 2025, final consumption expenditure contributed 53.5% to GDP growth, a nine percentage point increase from the previous year, with retail sales of consumer goods exceeding 40 trillion yuan ($5.7 trillion), reflecting a 4.3% year-over-year increase [5][6] Innovation as a Growth Driver - Innovation is set to be a key driver of development, with plans to establish international innovation hubs in key regions and policies aimed at boosting enterprise-led innovation and strengthening intellectual property protection [7] - China ranked in the top 10 of the 2025 Global Innovation Index for the first time, with its high-tech sector projected to grow from 14.3% of GDP in 2023 to nearly 19% by 2026 [8] Opening Up for Global Certainty - The conference reaffirmed China's commitment to expanding institutional and autonomous opening in the services sector, optimizing free trade zones, and advancing the Hainan Free Trade Port [9] - From January to November 2025, China's foreign trade totaled 41.21 trillion yuan, reflecting a 3.6% increase from the previous year, demonstrating resilience despite global challenges [9] Global Perception of China's Economic Policies - A CGTN global survey indicated that 86.7% of respondents believe China's efforts to boost domestic consumption will create significant opportunities for international companies, while 89.1% believe the expansion of opening-up will generate broader development opportunities worldwide [10][11]
冀东油田油化剂创新显成效
Zhong Guo Hua Gong Bao· 2025-12-12 03:20
近年来,冀东油田瑞丰化工公司系列油田化学剂创新创效成果显著。该公司针对油田用压井液结垢问题 所研发的化学剂,防垢效果好且能大幅度降低作业成本;研发的废弃水基钻井液减量化处理技术、含油 污泥化学分离技术,使固液分离效率提升30%,处理成本降低20%,减少了环境污染;首创的含油污 泥、污水连续超声耦合临界水共处理技术,实现连续无害化共处理,补齐了钻井废弃物处理的短板;与 西安石油大学合作首创的"植物材料钻井液体系",大幅降低了废弃钻井液不落地处理成本,实现了钻井 液废水的循环利用。(赵晨光 方玉华) 关键字:创新 中化新网讯 近日,冀东油田瑞丰化工公司通过河北省专精特新"小巨人"企业复评,在创新工作方面再 获认可。 ...
APEC应突出务实合作 AI和创新是焦点
Nan Fang Du Shi Bao· 2025-12-11 23:18
12月11日至12日,2026年亚太经合组织(APEC)非正式高官会在深圳举行。这是我国担任2026年APEC东 道主主办的首场活动,拉开APEC"中国年"帷幕。 此次会议主要目的是推动APEC各方就明年APEC会议有关计划和安排集思广益、达成一致,确定主办 经济体的工作计划、筹备工作和会议日程表。 12月11日上午,主题和优先领域研讨会上,APEC高官、工商界代表、专家学者等齐聚一堂,探讨构建 亚太共同体的新图景、新机遇、新展望。 亚太发展面临更多不确定性 来自21个经济体的代表与专家学者约200人参会。中国太平洋经济合作全国委员会会长詹永新致欢迎 辞,亚太经合组织秘书处执行主任爱德华多·佩德罗萨,外交部国际经济司司长、2026年亚太经合组织 高官会副主席兼总干事白天发表主旨演讲。 会上,白天表示,亚太经合组织的研讨会不仅为APEC未来的合作提供指导方针,还激发了亚太地区长 期合作的灵感,"回顾过去四十年,我们有理由为亚太地区取得的显著成就感到自豪。"白天说,当前, 世界经济面临错综复杂的变局和动荡,单边主义和保护主义抬头,亚太发展也面临更多不确定性,在这 场较量中,如何推动合作发展至关重要,也是亚太经合组 ...
Robotaxi事故警示,对安全严苛就是对创新包容
第一财经· 2025-12-11 04:10
Core Viewpoint - The article discusses the recent incident involving a self-driving taxi in Zhuzhou, Hunan, which resulted in injury, highlighting the risks associated with the rapid deployment of autonomous driving technology in the taxi industry [2][3]. Group 1: Industry Developments - Autonomous driving technology has made significant advancements, with companies like Waymo, FSD, and Cruise in the U.S., and domestic players like Luobo Kuaipao and Hello focusing on the taxi sector [2]. - Hello officially entered the Robotaxi market in June 2023, concentrating on L4-level autonomous driving technology and its safe application [3]. - The deployment of approximately 80 operational vehicles in Zhuzhou indicates a commitment to integrating autonomous vehicles into real-world transportation [3]. Group 2: Safety Concerns - The incident serves as a warning that safety is paramount in the autonomous driving industry, necessitating stringent oversight to ensure innovation does not compromise public safety [2][4]. - Current autonomous driving systems struggle to replicate human-like decision-making and adaptability, which can lead to systemic flaws in safety protocols [4]. - The need for safety personnel during the initial market entry of Robotaxi services, as seen with other companies, underscores the importance of human oversight in the early stages of deployment [4]. Group 3: Legal and Ethical Considerations - The interaction between humans and autonomous vehicles requires clear legal frameworks to define responsibilities and rights, particularly as technology advances to L4 and above [5]. - The article emphasizes that innovation should not be stifled by safety concerns but rather balanced to create a secure environment for technological advancement [5]. - The expectation from consumers for safer, faster, and more cost-effective transportation services drives the demand for innovation in the autonomous driving sector [5].