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两轮猪周期“淬炼”三代养猪人:亏损的压力对谁都一样
Mei Ri Jing Ji Xin Wen· 2025-07-03 13:55
Core Insights - The pig farming industry has experienced extreme fluctuations, transitioning from a period of high profitability to significant losses, highlighting the challenges faced by both established and new leaders in the sector [1][4][5] - The younger generation of pig farmers is adopting digitalization and innovative management philosophies to navigate the industry's challenges and explore new opportunities [1][14][22] Industry Overview - The pig farming sector has undergone a "super pig cycle," with peak profits in 2019-2020 where farmers could earn up to 3000 yuan per pig, followed by a prolonged downturn starting in June 2021, leading to cumulative losses over 21 months [4][5] - New Hope, a leading company in the industry, reported losses of 9.6 billion yuan in 2021 and 1.5 billion yuan in 2022, with expectations to emerge from the downturn by 2024 [4][5] Leadership Transition - The younger generation, represented by leaders like Liu Chang of New Hope, is facing unprecedented pressures and is actively seeking to innovate and revitalize their companies through a focus on efficiency and digital transformation [5][8][14] - Companies like Muyuan Foods are seeing a shift towards younger management teams, with over 40% of their leadership under 40 years old, emphasizing the importance of succession planning in the industry [9][13] Innovation and Digitalization - The adoption of digital tools and innovative practices is becoming crucial for survival and growth, with companies like Muyuan implementing ERP systems to enhance operational efficiency [13][14] - Younger leaders are exploring cross-industry opportunities, such as cultural IP development, to diversify their business models and adapt to changing consumer preferences [18][21] Future Outlook - The industry is witnessing a generational shift, with new leaders like Wen Jialong of Wens Foodstuffs entering the scene, focusing on brand development and cultural integration [16][18] - There is a growing recognition of the need for management philosophies rooted in Chinese culture, as the industry reflects on past practices and seeks sustainable growth strategies [22]
从投行精英到硬科技创业者:杨旭的跨界方法论
3 6 Ke· 2025-05-28 09:27
记者:伍秀 2013 年,杨旭毕业于剑桥大学,进入摩根大通从事投资与财务分析工作。2019 年,她加入纽约证券交 易所,出任中国区负责人。在任期间,凭借敏锐的市场判断力与战略执行力,她将纽交所在中国的市场 份额从 22% 提升至 90%,成功协助 30 余家亚太地区的领先企业登陆资本市场,累计融资金额超过 170 亿美元,显著提升了纽交所在全球市场的影响力。 转型进入私募股权投资领域后,杨旭在华平投资主导消费科技板块,参与多个标志性项目;随后在 Hedosophia 深耕金融科技与 SaaS 领域,带领团队发掘出一系列高成长潜力的优质公司。 2024 年,杨旭开启职业生涯新篇章,创立 Buttonwood Capital 并成功完成 8000 万美元的首期基金募 集,随即主导了对物理仿真平台 Flexcompute 的 5300 万美元投资。与此同时,她也成为 Flexcompute 的 联合创始人兼总裁,与 Cadence、NVIDIA 等行业巨头建立深度合作关系,正式迈入"投资人 + 创业 者"并行的新阶段。 从剑桥学子、华尔街分析师,到全球资本市场的操盘手,再到深度参与技术创业的创始人,杨旭每一次 职业 ...
发现创意的心流
Jing Ji Guan Cha Wang· 2025-05-09 14:59
随着下游电站业务的推进,天合光能也可以在组件价格便宜时,外采其他厂商的组件,进一步实现'适 度一体化'。"天合光能相关负责人向经济观察报表示 1982年,30岁的凯文·凯利想了解商业运作,但不愿读MBA。他决定从自己熟悉的领域——背包旅行 ——入手,边干边学,尝试创建一个廉价旅游书籍的邮购网络,后命名为"流浪图 书"(NomadicBooks)。 早在1972年,凯利刚开始在亚洲旅行时,结识了来自澳大利亚的韦勒夫妇。他们曾驾驶老爷车穿越欧亚 大陆,并将旅途经验整理为一本帮助背包客的指南——《便宜走亚洲》,也成为了《孤独星球》的第一 本书。虽然该书在澳洲大受欢迎,但在美国尚属冷门。凯利敏锐地意识到,若能代理《孤独星球》,他 的邮购业务将有绝佳切入点。 为了验证想法,他用200美元在《滚石》杂志上刊登广告,邀请对背包指南感兴趣的人寄来1美元,承诺 募集到足够资金后寄出邮购目录。这是他第一次"众筹"创业,尽管当时还没有"众筹"这个词。集齐200 美元后,他开始设计目录,并与韦勒夫妇洽谈代理事宜。 凯利的经验为我们提供了多方面的启示。 首先,一个好想法只是创意的开端,要真正将创意落地,必须尽早进行测试。而真正有效的测 ...