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杰克科技阮积祥:全球化第一个阶段,名字非常重要
Xin Lang Cai Jing· 2025-12-07 06:09
12月6~7日,由《中国企业家》杂志社主办的2025(第二十三届)影响力企业家年会(原中国企业领袖 年会),在北京召开。在6日下午的【全球化600秒】出海新范式环节,杰克科技创始人、董事长阮积祥 以"全球化增长四个阶段"为主题作了精彩分享。 以下为演讲的精彩观点: 1.全球化第一个阶段,名字非常重要。 2.出海的第一阶段,不仅是产品或产能的简单扩张,更需要伙伴与品牌同国际接轨。 专题:2025《中国企业家》影响力企业家年会 就近消费、就近生产,这就是全球领航者的未来,各行各业都会走向这样的发展格局。 文|《中国企业家》记者 胡楠楠 3.业务全球化,是普照世界的阳光;运营本地化,才能扎根全球的土壤。以简单贸易运转,很难实现 全球化发展。 4.就近消费、就近生产,这就是全球领航者的未来,各行各业都会走向这样的发展格局。 5.最易的那条路,就是内卷之路;最难的那条路,才是胜利之路。 以下为阮积祥现场演讲实录(有删减): 杰克科技是一家做工业缝纫机的企业,从工业缝纫机发展到成套智联解决方案服务商,目前正在做无人 化的智能产线。我们在这个行业的产销量连续15年全球第一,目前做到了占全球40%的市场份额。 我们把杰克的全 ...
万孚生物(300482)2025年三季报点评:国内业务阶段性承压 海外业务进入成果兑现期
Xin Lang Cai Jing· 2025-12-04 06:45
Core Viewpoint - The company reported a significant decline in revenue and net profit for the first three quarters of 2025, indicating challenges in the domestic market and the need for operational optimization [1][2]. Financial Performance - For the first three quarters of 2025, the company achieved a revenue of 1.69 billion yuan, down 22.52% year-on-year, and a net profit attributable to shareholders of 134 million yuan, down 69.32% [1]. - In Q3 2025, the revenue was 445 million yuan, a decrease of 26.66%, with a net loss of 55 million yuan compared to a profit of 80 million yuan in the same period last year [1]. Industry Challenges - The domestic market is facing phase-specific pressures, including: 1. Centralized procurement affecting the pricing of certain medical products [2]. 2. Adjustments in terminal charging policies that may pose risks of price reductions for non-procurement projects [2]. 3. Changes in diagnostic-related groups (DRG) impacting overall testing volumes in hospitals [2]. Company Initiatives - In response to market pressures, the company is actively optimizing its operations by: 1. Strengthening cash flow management [2]. 2. Divesting from less profitable business segments [2]. 3. Implementing operational reforms to enhance efficiency and organizational vitality [2]. 4. Aligning its core product matrix and channel layout with policy directions to capitalize on market opportunities in grassroots testing capabilities [2]. International Expansion - The company’s international business is entering a phase of realization, with steady growth in Q3 2025, driven by: 1. The introduction of new technology platforms and instruments in key markets [3]. 2. Expansion into mid-tier markets through various new business lines [3]. 3. Localizing supply chains and operations, including the establishment of overseas subsidiaries and plans for forward warehouses [3]. - The U.S. subsidiary is focusing on integrating research, production, and sales in the North American toxicology market, with local production capabilities established [3]. Future Growth Prospects - The respiratory business is expected to contribute significantly to revenue growth, with long-term supply agreements signed with major U.S. clients [4]. - Projections for net profit attributable to shareholders for 2025-2027 are 160 million, 330 million, and 400 million yuan, respectively, with corresponding price-to-earnings ratios of 60, 30, and 25 [4].