财务韧性

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锻造企业财务韧性,护航企业高质量发展——上市公司CFO中国峰会2025盛大召开
Xin Lang Zheng Quan· 2025-05-26 08:13
Core Insights - The article discusses the challenges faced by companies in the current BANI (Brittle, Anxious, Non-linear, Incomprehensible) era, emphasizing the need for CFOs to enhance corporate resilience and value growth amidst geopolitical conflicts, supply chain fluctuations, and rapid technological changes [2][5]. Group 1: CFO Summit and Awards - The CFO Summit 2025, themed "Optimizing Market Value Management and Enhancing Financial Resilience," gathered over 200 CFOs, financial executives, and academic leaders to discuss financial strategies in the BANI era [2]. - The "Jiefu Award" aims to elevate the professional value of CFOs and their teams in areas such as market value management and financial resilience, helping them respond to market uncertainties [5][18]. Group 2: Economic and Financial Strategies - Li Zhan, Chief Economist at招商基金, analyzed the impact of US-China tariff disputes on macroeconomics and corporate financing strategies, suggesting that Chinese companies are effectively mitigating tariff risks through "export grabbing" and "transshipment trade" [5]. - Future domestic measures may include interest rate cuts and special bond issuance to support technology and equipment upgrades, with a recommendation for companies to enhance R&D and optimize global supply chains [5]. Group 3: Financial Management Innovations - Zhang Dengzhou emphasized the need for financial management to evolve in response to global economic risks and the Fourth Industrial Revolution, focusing on building a world-class financial management system [7]. - Key areas for financial transformation include shared financial services, financial information management, treasury system development, and cost management reforms [7]. Group 4: AI and Digital Transformation - Guan Xiaohui from Fosun Pharma highlighted the application of AI in pharmaceutical R&D and commercial decision-making, noting that AI can significantly enhance investment returns and decision-making efficiency [9][10]. - The development of intelligent decision-making systems like PharmAID aims to support real-time project evaluations and market data retrieval [9]. Group 5: Corporate Value and M&A Strategies - Cheng Peng from Weiming Environmental discussed the importance of mergers and acquisitions (M&A) in enhancing corporate value, emphasizing the need for strategic alignment and effective risk management throughout the M&A process [15]. - The focus on long-term value creation and effective communication of corporate stories is crucial for attracting patient capital and maintaining investor confidence [16]. Group 6: Recognition and Future Outlook - The "Jiefu Award" ceremony recognized outstanding CFOs for their financial wisdom and management achievements, with expectations for awardees to contribute to the development of China's capital markets [18]. - The article concludes with a call for CFOs to adopt a more open perspective and resilient practices in navigating the evolving global economic landscape [20].
这本书,让我知道99%的创业公司为什么活不过一年
混沌学园· 2025-05-12 10:51
每一个创业者都知道创业是一件 "九死一生"的事, 90% 的创业公司活不过一年,以前我对这样的 事实并没什么体感。 在混沌工作的这些年,我接触到了很多创业者,从他们的口中,我明白了创业会遇到的林林总总的问 题,好像每一个问题都足以致企业于死地。 现金流断了 …… 供应商停了 …… 同行内卷 …… …… 这些问题,真想系统梳理下,给到创业者,资治通鉴 …… 直到人民邮电出版社的编辑老师给我寄来了《突围》这本书,作者蔺雷、吴易,可以说,这本书基本 上是系统回答了这个问题:为什么 90% 的创业公司活不过一年?并且给创业者指明了出路。 这也难怪有中国企业联合会、中国企业家协会党委书记朱宏任先生、清华大学经济管理学院教授吴贵 生先生、梅花创投创始合伙人吴世春先生,三位大佬推荐了。 混沌一向把面对面和大咖交流的机会给到同学,因此, 我和同事把《突围》这本书 的 两位作者之 一、 蔺雷老师请到了混沌直播间,明晚 19 : 00 他将和混沌创新领教、洪泰基金董事总经理潘杨 老师,一起分享"新质企业低风险创新经营指南", 诸君一定要珍惜与老师们互动的机会呀! 6. 创新是一种底层逻辑,更是一系列的行动方案。 7. 每次危机或 ...
光伏行业重写竞争规则,这家公司如何逆周期前行?
阿尔法工场研究院· 2025-05-08 14:46
导语 :以技术护城河、财务韧性、全球化战略三大支柱"逆周期蓄力",通威股份的突围路径, 既是中国光伏产业转型升级的缩影,也为全球能源转型提供了"中国方案"。 刚刚过去的4月底,通威股份发布了2024年年度和2025年一季度报告。 财报数据显示,2024年全年以及2025年一季度,通威股份营业收入分别为919.94亿元和159.33亿 元,同比下降33.87%和18.58%。 这在很大程度上说明,光伏行业仍在调整期探索。包括硅料、硅片、电池、组件在内的产业链上下 游各环节的产品价格,近期一直在底部区间震荡。 逆周期蓄力 也因此,市场对包括通威在内的光伏龙头的业绩表现,早有预期。 财报发布后,通威股份股价一度触及低点后,连续四个交易日上涨。 这背后,出货量这一关键指标扮演了重要角色。产能过剩背景下,通威股份核心产品销量持续增 长,且市场占有率保持领先。 2024年,高纯晶硅销量46.76万吨,同比增长20.76%;产销量约占全国30%,市占率位居全球第 一。 同期,太阳能电池销量87.68GW,同比增长8.70%,连续八年蝉联全球电池出货量榜首,全球市占 率约为14%。 组件方面,公司2024年光伏组件销量为45 ...