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清华大学朱岩:现在的企业家精神正发生技术型改变
Xin Lang Cai Jing· 2025-12-17 08:48
专题:2025企业家之夜启动仪式 "为中国经济点赞——企业家之夜"启动仪式于12月17日在北京举行。清华大学互联网产业研究院院长、 清华大学经济管理学院教授朱岩出席并演讲。 朱岩表示,现在做企业与30、40年前已大不相同,现在企业家精神正发生技术型改变,不仅是经济规模 型变化。他总结为四点:一是守正创新,继续沿着梦想前进;二是数据驱动,不再是流量驱动或单纯追 求经济价值驱动;三是范式引领,企业追求做世界上无人做过之事,创造范式;四是人机共生,智能并 非一定要做具身智能机器人,而是人与机器发挥各自长处,是大量组织企业形态。 他从以下几个维度进行了分析: 从核心驱动力看,传统企业家精神更多强调市场机会捕捉、资源整合能力。数智时代企业家精神要专注 于技术领先型突破。 从组织形态讲,传统是层级化、集权化管理,现在越来越强调扁平化、客户化、智能化协同。 从竞争逻辑看,原来单纯流量式竞争易形成零和博弈,往往强调以规模取胜、联合发展。数智时代企业 家精神一定是范式引领,而非卷规模。可惜现在大量传统产业仍在卷规模、卷价格,大家日子都不好 过。所以,数智时代需重新倡导范式引领、生态共赢型企业家精神。 从风险应对看,传统企业家多 ...
清华大学朱岩:数智时代企业家精神一定是范式引领,而非卷规模
Xin Lang Cai Jing· 2025-12-17 08:48
专题:2025企业家之夜启动仪式 "为中国经济点赞——企业家之夜"启动仪式于12月17日在北京举行。清华大学互联网产业研究院院长、 清华大学经济管理学院教授朱岩出席并演讲。 朱岩表示,现在做企业与30、40年前已大不相同,现在企业家精神正发生技术型改变,不仅是经济规模 型变化。他总结为四点:一是守正创新,继续沿着梦想前进;二是数据驱动,不再是流量驱动或单纯追 求经济价值驱动;三是范式引领,企业追求做世界上无人做过之事,创造范式;四是人机共生,智能并 非一定要做具身智能机器人,而是人与机器发挥各自长处,是大量组织企业形态。 他从以下几个维度进行了分析: 从核心驱动力看,传统企业家精神更多强调市场机会捕捉、资源整合能力。数智时代企业家精神要专注 于技术领先型突破。 从组织形态讲,传统是层级化、集权化管理,现在越来越强调扁平化、客户化、智能化协同。 从竞争逻辑看,原来单纯流量式竞争易形成零和博弈,往往强调以规模取胜、联合发展。数智时代企业 家精神一定是范式引领,而非卷规模。可惜现在大量传统产业仍在卷规模、卷价格,大家日子都不好 过。所以,数智时代需重新倡导范式引领、生态共赢型企业家精神。 新浪声明:所有会议实录均为 ...
洞见 | “十五五”时期地方经济增长从三方面找动力
申万宏源证券上海北京西路营业部· 2025-09-08 02:08
Group 1 - The core viewpoint of the article emphasizes that during the "14th Five-Year Plan" period, local economic growth can seek new momentum from three aspects: supply side, demand side, and enterprise development [2][3] Group 2 - From the supply side, the article highlights the need to focus on new growth points in industries. The contribution of agriculture to GDP has decreased from 9.5% at the end of the "11th Five-Year Plan" to 7.2% at the end of the "14th Five-Year Plan," while the service sector's contribution has increased significantly, reaching 56.7% by the end of 2024, up 11.6 percentage points from the end of the "11th Five-Year Plan" [4][5] Group 3 - On the demand side, the article points out that service consumption is becoming a more direct driver of local economic growth compared to goods consumption. In 2024, national service retail sales are expected to grow by 6.2%, outpacing goods retail sales by 3 percentage points, with per capita service consumption expenditure increasing by 7.4% [6][7] Group 4 - The article discusses the importance of high-quality enterprise development as a source of economic momentum. It emphasizes the need for innovation in enterprises, including original technology, model innovation, and concept innovation, to enhance market responsiveness and efficiency [8][9]
申万宏源杨成长:地方经济增长动力从何而来?
申万宏源证券上海北京西路营业部· 2025-09-04 02:32
Core Viewpoint - The article emphasizes the need for local governments to scientifically analyze the economic development environment and growth conditions during the "14th Five-Year Plan" period, focusing on new growth points in industries, expanding demand, and improving enterprise efficiency to solidify new economic momentum for the "15th Five-Year Plan" period [5][6][9]. Group 1: Economic Growth and Development Goals - The article highlights that China is entering a new phase of stable economic growth, necessitating a careful determination of growth targets by local governments [6][7]. - It notes that internal demand has become the core driving force for economic growth, with consumption's contribution to GDP increasing from 50% at the end of the "11th Five-Year Plan" to 57% at the end of the "14th Five-Year Plan" [7]. - The article stresses the importance of setting realistic growth targets that are neither overly ambitious nor pessimistic, based on local resources and industrial foundations [8][9]. Group 2: Industry Development and Innovation - The article suggests that economic growth fundamentally relies on the cultivation and release of new industrial growth points, urging local governments to respect industrial evolution and identify promising sectors [11][12]. - It points out the significant shift in China's industrial structure, with the service sector's contribution to GDP rising to 56.7% by the end of 2024, while the industrial sector's contribution is declining [11][12]. - The article recommends focusing on enhancing the service sector's role in economic growth, particularly in lower-tier cities where its importance is often overlooked [12][14]. Group 3: Consumption and Demand Expansion - The article emphasizes the critical role of consumer purchasing power and market demand in driving economic growth, advocating for a focus on consumption-driven opportunities [15][16]. - It distinguishes between goods consumption and service consumption, noting that service consumption has a more direct local economic impact [16]. - The article highlights the need to adapt to changing consumer trends, particularly among younger and older demographics, to stimulate new consumption growth [18][19]. Group 4: Enterprise Development and Innovation - The article underscores the importance of enterprise vitality and development levels in determining local economic quality and efficiency, advocating for systematic policies to enhance enterprise efficiency and innovation [19][20]. - It calls for a dual focus on technological and model innovation to improve enterprise competitiveness, especially in the context of digital transformation [20][22]. - The article stresses the need for tailored strategies to enhance innovation capabilities across different regions, considering their unique industrial bases and development stages [23][24].
上证观察家 | 地方经济增长动力从何而来?
Shang Hai Zheng Quan Bao· 2025-09-02 01:08
Group 1 - The core viewpoint emphasizes the need for local governments to scientifically analyze the economic development environment and growth conditions during the "14th Five-Year Plan" period to establish reasonable economic growth targets and new growth drivers [1][2][3] - The economic growth in China is expected to enter a new phase of stable growth, with domestic demand becoming the core driving force for economic growth, as consumption's contribution to GDP has increased from 50% at the end of the "11th Five-Year Plan" to 57% at the end of the "14th Five-Year Plan" [3][4] - The importance of consumer purchasing power and market demand is highlighted, suggesting that local governments should focus on opportunities from the consumption side to drive economic growth [1][13] Group 2 - The article discusses the shift in growth models from scale expansion to quality improvement, emphasizing the need for innovation-driven and endogenous growth in the face of rising external uncertainties [2][4] - It is noted that the service sector has become a core driver of economic growth, with its contribution to GDP increasing from approximately 45% during the "11th Five-Year Plan" to 60% currently, while the industrial sector's contribution has decreased [7][11] - The need for local governments to adjust their policies and resources to focus on sectors with potential and flexibility is emphasized, particularly in the context of the service industry's rapid growth compared to industrial growth [10][12] Group 3 - The article suggests that local governments should adopt a pragmatic approach in setting economic growth targets, balancing between not being overly ambitious and not being pessimistic [4][5] - It highlights the necessity of identifying new growth points in industries and enhancing consumer demand to create a virtuous cycle of supply and demand [5][13] - The importance of enhancing the vitality and development level of business entities is stressed, as they directly influence the quality and efficiency of local economic operations [18][19] Group 4 - The article points out the need for local governments to focus on the innovation capabilities of enterprises, as the vitality and development level of business entities are crucial for economic growth [18][20] - It emphasizes the dual focus on technological innovation and business model innovation to enhance enterprise efficiency and competitiveness [20][21] - The article also discusses the importance of supporting both traditional and emerging enterprises in their innovation efforts to achieve high-quality development [21][22]
上半年消费数据呈现四大特点
Zheng Quan Ri Bao· 2025-07-20 16:19
Core Insights - In the first half of 2025, consumption contributed 52% to China's economic growth, becoming the main engine driving the economy [1] - The retail sales of consumer goods reached 24.5 trillion yuan, a year-on-year increase of 5.0%, with online retail sales growing by 8.5% [1] - New consumption models and trends, such as self-care and emotional consumption, are emerging, indicating a vibrant consumption market [1][2] Expansion - The consumer market is showing robust growth, with retail sales expected to exceed 50 trillion yuan this year [1] - The sales of new energy vehicles surpassed 5 million units, marking a 33.3% year-on-year increase [1] - The retail sales of sports and entertainment goods, as well as gold and jewelry, saw double-digit growth [1] Quality Improvement - Consumer preferences have shifted from merely acquiring products to seeking quality, with a notable rise in green and smart products [1] - The "old-for-new" policy has stimulated rapid growth in energy-efficient and smart home appliances [1] Renewal - New consumption trends are flourishing, with various new models and business formats emerging, such as night economy and "IP + consumption" [1] - The popularity of collectible blind boxes, like "Labubu," has gained global traction [1] Openness - The expansion of visa-free travel has attracted more foreign tourists, with a significant increase in foreign visitors during holidays [2] - The number of foreign tourists entering China during the May Day and Dragon Boat festivals increased by 72.7% and 59.4% respectively [2] Future Strategies - To further enhance consumption's role as an economic stabilizer, increasing residents' income levels is crucial [3] - Improving the consumption environment through better market regulation and infrastructure is essential [3] - The government plans to optimize funding for the "old-for-new" policy and maintain a moderately loose monetary policy [3]