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易德龙:柔性EMS龙头的客户逻辑与管理哲学
Core Insights - The EMS industry is compared to hotels, emphasizing the importance of cleanliness, quality service, and a strong brand image for Yidelong [2] - Yidelong has positioned itself as an indispensable partner in the electronic industry chain over the past two decades, capitalizing on the global division of labor in the electronics sector [4] Group 1: Customer Selection and Development - Selecting the right customers is crucial for Yidelong's growth, as the EMS industry has a long supply chain and lengthy component procurement cycles [4] - Yidelong focuses on identifying high-quality clients across various industries through detailed background investigations [4][6] Group 2: Global Capacity and Client Base - Yidelong has established global production capabilities in Vietnam, Mexico, and Romania, serving high-quality clients in industrial control, communication equipment, and medical electronics [5] - Over 60% of Yidelong's clients are from the North American and European markets [5] Group 3: Value Creation and R&D - The core value of EMS companies lies in understanding and managing the entire product lifecycle from design to delivery, acting as an external R&D and manufacturing department for clients [6] - Yidelong is transitioning from a manufacturing executor to a co-creator in R&D, focusing on products like servo motors and IoT solutions for industrial control clients [7] Group 4: Management and Organizational Structure - Yidelong emphasizes the importance of a structured management system, likening it to providing a "small cart" for future managers to handle the growing company efficiently [9][10] - The company employs clear communication strategies, such as using visuals and text to bridge cultural gaps in its overseas factories, resulting in improved production efficiency [9] Group 5: Strategic Focus - Yidelong aims to enhance its core competitiveness by focusing on "first-class customers, first-class talent, first-class management, and first-class products" [10]