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中集集团:在科学管理的坐标轴上攀登制造“珠峰”
Zheng Quan Shi Bao· 2025-08-26 01:06
1979年,蛇口工业区炸响了移山填海的开山炮。这一声轰鸣,就如同唤醒沉睡土地的春雷。1980年,中 集集团在蛇口诞生,从最困难时期人数不到60人濒临破产的小厂,一路成长为全球化制造业巨头,凭集 装箱等30多项明星产品挺进了全球制造业的巅峰赛场。在2025年《财富》中国500强榜单中,中集集团 位列第154位,较2024年排名跃升25位。 8月26日,是深圳经济特区成立45年的日子,与经济特区同岁的中集集团如何凭45年风雨兼程,成为深 圳特区"敢闯敢试"的精神缩影?中集集团董秘吴三强告诉记者,中集集团是在科学化、国际化管理的坐 标轴上突破一个个海外垄断的领域,练就强大的全球工业装备制造整合能力。 科学管理:奠定中集创新"坐标轴" 中集集团的成长史,是一部不断突破边界、主动进化的科学管理实践史。作为中国改革开放后首批引进 外资的合资企业之一,中集集团从诞生之初便携带着国际化的基因。它由招商局集团有限公司(简 称"招商局")与丹麦宝隆洋行共同组建,引进丹麦技术专业生产20英尺国际标准集装箱。外资股东的参 与和外方主导的早期经营管理,在蛇口这片试验田中埋下了国际化、市场化运作的种子。 然而,开局之路并非一帆风顺。受全 ...
“救世主” 的案号:2025,半导体爆雷潮里的碎梦
是说芯语· 2025-07-23 07:11
Core Viewpoint - The Chinese semiconductor industry is undergoing a severe downturn, marked by the collapse of companies like Qingke Semiconductor and the stagnation of significant projects, revealing a crisis driven by technological, capital, and policy factors [1][2][4]. Group 1: Industry Challenges - Qingke Semiconductor's downfall illustrates the consequences of blind expansion without core technology, leading to lawsuits due to unpaid debts [2]. - The rapid increase in 8-inch GaN production lines, exceeding global demand, has resulted in a structural oversupply, causing profit margins to plummet from 30% to below 10% [2]. - The IDM model adopted by companies like Jianwenlu Semiconductor has become a financial burden during market downturns, leading to significant losses and legal challenges [3]. Group 2: Capital Environment - A drastic shift in global venture capital attitudes towards hard technology has led to a 42% decline in semiconductor financing in 2024 [4]. - Companies like ShenDing Technology faced halted funding rounds due to changing investor interests, resulting in team layoffs and significant financial losses [4]. - The failure of companies like HeXin Technology highlights the risks of focusing on niche markets without adequate funding, leading to bankruptcy [4]. Group 3: Market Dynamics - The semiconductor industry is transitioning from policy-driven growth to market-driven realities, with many projects failing due to oversupply and lack of collaboration [4][5]. - Companies that establish deep collaborations within the supply chain demonstrate stronger resilience against market downturns, as seen in a certain RF chip company that reduced product development time significantly [5]. - The rise of "pseudo-innovation" has led to financial fraud among semiconductor firms, with over 30 companies penalized for financial misconduct in 2023 [5]. Group 4: Future Outlook - The industry is awakening to the need for a return to fundamental technological advancements and ecological collaboration, moving away from speculative practices [6]. - The emphasis on long-term strategies and ecological barriers is crucial for survival in the competitive landscape, as highlighted by the SEMI report [7].
EDA:断供背景下国产替代曙光已现
Lai Mi Yan Jiu Yuan· 2025-06-11 07:43
Investment Rating - The report indicates a positive outlook for the domestic EDA industry, highlighting the potential for domestic substitution in the context of recent export controls from the US [3][20]. Core Insights - The EDA tools are critical for the semiconductor industry, encompassing the entire design process from chip functionality to physical realization, and the recent US export controls have intensified the focus on domestic alternatives [3][4][10]. - The domestic EDA market is experiencing rapid growth, with a market size projected to reach approximately 120 billion RMB in 2024, but the domestic substitution rate remains low at under 15% [17][19]. - The report emphasizes the importance of both technological advancements and ecosystem restructuring in the domestic EDA sector to reduce reliance on foreign tools and enhance competitiveness [20][21]. Summary by Sections EDA Supply Chain and Export Controls - The US has implemented a series of export controls on EDA tools, starting with Huawei in 2019 and expanding to cover advanced process design capabilities below 14nm as of May 2025 [4][5]. - Major EDA companies like Synopsys and Cadence have confirmed the suspension of operations in China, affecting a significant number of employees and clients [5][10]. Current State of Domestic EDA Tools - The domestic EDA industry is in a rapid development phase, with notable achievements in specific areas like analog circuit design, but still lacking in comprehensive solutions compared to international leaders [13][14]. - The report highlights that while some domestic tools have achieved significant milestones, the overall market remains heavily reliant on imports, particularly for advanced process technologies [10][17]. Investment and Policy Support - The report notes a substantial increase in investment in the EDA sector, with financing exceeding 80 billion RMB in 2022, reflecting the government's commitment to supporting this strategic industry [21][22]. - Various policies have been introduced to foster the growth of domestic EDA tools, including tax incentives and direct investments from national funds [15][16]. Future Outlook and Challenges - The report suggests that the domestic EDA industry must focus on both technological innovation and ecosystem collaboration to effectively compete with established international players [20][21]. - There is a significant talent gap in the EDA field, with a shortage of high-level professionals hindering the progress of domestic companies [20].