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宋志平:建设市场新蓝海
Sou Hu Cai Jing· 2026-01-19 12:42
21世纪走完四分之一,迈进充满挑战的下一个历程,全球政治与经济格局在开年就呈现出更加剧烈的动荡与冲突。中国企业深陷"内卷"焦虑,从光伏、动 力电池到电动汽车,从写字楼的灯火通明到工厂车间的成本博弈,一场规模宏大却利润稀薄的内卷成为中国制造业面临的一大困境。在这片喧嚣与迷茫 中,有一位长者始终保持着冷静与深刻的洞察力,持续为中国企业经营指引方向,他就是宋志平,曾先后将中国建材集团和国药集团两家中国央企带入世 界500强。如今,他以中国上市公司协会会长和中国企业改革与发展研究会首席专家的身份,受邀参加各种相关会议和企业调研,为迷茫中的中国企业家 指点迷津。在他看来,企业家要关注宏观经济,更要重视企业的微观经营,真正的破局之道,往往蕴藏在对经营本质的理解与实践之中。他认为,在经济 高速增长的时代,企业或许可以凭借宏观红利实现快速扩张,然而当经济进入结构性调整的新常态,普遍增长的时代宣告结束,企业必须将目光聚焦于自 身,深耕细作,才能在激烈的市场竞争中生存与发展。 行业领导者发挥关键角色 ——鲁花花生油的启示 在宋志平看来,破解内卷的第一步,在于摒弃规模扩张的执念,从产品端入手,通过差异化创造价值。他提到山东鲁花集团 ...
宋志平:2026,抵制内卷和重塑经营范式
Xin Lang Cai Jing· 2025-12-23 04:52
Core Viewpoint - The recent Central Economic Work Conference emphasizes the need for a shift in business paradigms to resist "involution" competition and focus on value creation and high-quality development [2][26]. Group 1: Transition from Scale to Quality - Chinese enterprises have achieved significant growth, with 130 companies entering the Fortune Global 500 this year, but now must transition from speed and scale to quality and efficiency [4][29]. - The criteria for measuring development quality include investment returns, market presence, profitability, employee income, government tax revenue, and environmental improvement [4][29]. - Companies like Midea are focusing on modern governance to ensure stable development, projecting a profit of 38.5 billion yuan in 2024 with a market value of 630 billion yuan [4][29]. Group 2: Focus on Core Competencies - Companies should prioritize strengthening their core business rather than blindly expanding into unrelated areas, as many issues arise from straying from core competencies [6][31]. - The principle of business core focus suggests eliminating non-core and loss-making operations to maintain clarity and efficiency [6][31]. - For instance, CATL focuses solely on its core business of power batteries, projecting a profit of 50.7 billion yuan in 2024 with a market value of 1.8 trillion yuan [6][31]. Group 3: Shift from Management to Strategic Operations - The current era requires businesses to focus on strategic operations rather than just management, emphasizing the importance of making the right business decisions to enhance profitability [7][32]. - Effective leadership involves setting strategic direction and resource acquisition while delegating management tasks to subordinates [7][32]. - The distinction between management and operations is crucial, with a focus on generating revenue and market engagement being paramount [7][32]. Group 4: Value-Driven Pricing Strategies - Companies must transition from cost-based pricing to value-based pricing, focusing on the value delivered to customers rather than merely production costs [13][40]. - The importance of understanding the relationship between price, volume, and cost is highlighted, with a focus on maintaining price stability in over-saturated markets [17][42]. - Successful brands like Pop Mart leverage emotional and social value in their products, achieving significant revenue growth and market capitalization [41]. Group 5: Moving Towards Cooperative Competition - The need for a shift from harmful competition to cooperative competition is emphasized, where companies focus on creating value rather than engaging in destructive price wars [18][43]. - The concept of "prisoner's dilemma" illustrates the need for industry players to prioritize collective industry benefits over individual gains [19][44]. - Promoting a cooperative ecosystem within industries can lead to sustainable growth and mutual benefits for all stakeholders involved [19][44].