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“隐形巨头”丹纳赫:一家经营企业的企业
首席商业评论· 2025-10-09 04:30
40年400次并购,1800倍回报。这不是神话,而是全球公认的 "并购之王"与"精益标杆"丹纳赫交出的硬 核成绩单。 无巧不成书的是,这起并购距离丹纳赫集团前 CEO 拉里·卡尔普获任通用电气董事局主席兼 CEO 仅仅不到 5 个月!在接下来的 24 小时内,国内外商业媒体都被这则爆炸性并购新闻刷屏。大家纷纷把这则新闻和"2018 年 10 月通用电气任命丹纳赫集团前 CEO 拉里·卡尔普为其 127 年历史上首位外部空降的 CEO"事件联系了起 来。一时间媒体都纷纷抛出疑问:"谁是丹纳赫?" 丹纳赫集团这个之前仅被 MBA 学生、商业精英和投资家所熟悉的企业,终于开始打破刻意保持的低调和神 秘,逐步走进了中国大众的商业视野。 丹纳赫集团其实是一家有着 40 多年历史的全球化公司,总部位于美国首都华盛顿特区。其犹太裔创始人拉尔 斯兄弟当年在蒙大拿州一条名为丹纳赫的溪流钓鱼,收获颇丰,由此便决定将他们并购的房地产信托公司 DMG 变更为丹纳赫这个名字。估计当时他们自己也没有料到,日后这家集团市值会超过2 000 亿美元,在 2022 年《财富》美国 500 强排名第 118 位。 尽管丹纳赫集团自身刻意保持低调 ...
明确本国产品标准 内外资企业一视同仁 3万亿政府采购市场迎“新标准”
Xin Hua Wang· 2025-10-09 02:44
《通知》提出,自施行之日起5年内,财政部会同有关行业主管部门,在充分征求有关内外资企 业、行业协会商会等方面意见的基础上,分类施策、稳妥推进,分产品确定在中国境内生产的组件成本 占比要求,以及特定产品的关键组件、关键工序相关要求,并根据不同行业发展情况,设置3年至5年过 渡期,逐步建立政府采购中本国产品标准体系和动态调整机制。在分产品的中国境内生产的组件成本占 比相关要求实施前,符合在中国境内生产要求的产品,在政府采购活动中视同本国产品。 《通知》强调,政府采购支持政策对国有企业、民营企业、外资企业等各类经营主体一视同仁、平 等对待。各地区、各部门要加强统筹协调,不得出台违反本通知规定的政策措施,在政府采购活动中不 得指定品牌或者限制品牌注册地、所有者,不得以所有制形式、组织形式、股权结构、投资者国别以及 其他不合理条件对供应商实行差别待遇或者歧视待遇。 近日,国务院办公厅印发《关于在政府采购中实施本国产品标准及相关政策的通知》(以下简称 《通知》),自2026年1月1日起施行。"借鉴国际经验,制定出台《通知》是细化落实《中华人民共和 国政府采购法》的要求,是完善政府采购制度的重要举措,也是落实政府采购领域外 ...
开立医疗跌2.01%,成交额3479.51万元,主力资金净流入27.32万元
Xin Lang Cai Jing· 2025-10-09 02:37
Core Viewpoint - KAILI Medical's stock price has shown fluctuations, with a year-to-date increase of 15.02%, but a recent decline of 3.49% over the last five trading days, indicating potential volatility in the market [1] Financial Performance - For the first half of 2025, KAILI Medical reported a revenue of 964 million yuan, a year-on-year decrease of 4.78%, and a net profit attributable to shareholders of 47.03 million yuan, down 72.43% compared to the previous year [2] - Cumulative cash dividends since the A-share listing amount to 381 million yuan, with 258 million yuan distributed over the last three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 1.46% to 14,300, while the average circulating shares per person increased by 1.48% to 30,244 shares [2] - Notable institutional shareholders include Huabao Zhongzheng Medical ETF and Guangfa Medical Health Stock A, with both increasing their holdings [3] Company Overview - KAILI Medical, established on September 27, 2002, and listed on April 6, 2017, specializes in the research, development, production, and sales of medical diagnostic and treatment equipment [1] - The company's main revenue sources are color ultrasound (58.07%) and endoscopes and related therapeutic instruments (40.90%) [1] Market Position - KAILI Medical operates within the pharmaceutical and biological industry, specifically in the medical device sector, and is involved in various concept sectors including medical devices and in vitro diagnostics [1]
联影医疗涨2.34%,成交额3.04亿元,主力资金净流入1380.00万元
Xin Lang Cai Jing· 2025-10-09 01:59
资金流向方面,主力资金净流入1380.00万元,特大单买入2495.36万元,占比8.20%,卖出1782.00万 元,占比5.85%;大单买入6552.46万元,占比21.52%,卖出5885.82万元,占比19.33%。 联影医疗今年以来股价涨22.90%,近5个交易日涨5.45%,近20日涨4.31%,近60日涨22.51%。 资料显示,上海联影医疗科技股份有限公司位于上海市嘉定区城北路2258号,成立日期2011年3月21 日,上市日期2022年8月22日,公司主营业务涉及提供高性能医学影像设备、放射治疗产品、生命科学 仪器及医疗数字化、智能化解决方案。主营业务收入构成为:销售医学影像诊断设备及放射治疗设备 81.29%,提供维修收入13.56%,其他(补充)4.68%,软件收入0.47%。 10月9日,联影医疗盘中上涨2.34%,截至09:47,报155.25元/股,成交3.04亿元,换手率0.24%,总市值 1279.51亿元。 截至6月30日,联影医疗股东户数1.65万,较上期减少23.01%;人均流通股35953股,较上期增加 29.89%。2025年1月-6月,联影医疗实现营业收入60.16 ...
美欧关税生变?传欧盟官员认为美国新贸易要求太苛刻,或削弱此前协议
Zhi Tong Cai Jing· 2025-10-08 10:45
这些知情人士称,美国还拒绝将诸如葡萄酒和烈酒等商品列入可免征15%关税的进口商品清单之中。 知情人士还表示,欧盟方面担心特朗普政府一方面在扩大其针对钢铁和铝制品征收50%关税的适用范 围,另一方面还在准备对医疗设备和相关技术等其他领域征收更多关税;令人担心的是,这些举措综合 起来可能会削弱欧盟此前能够达成的15%的关税上限。 这些人士表示,美国一直在寻求机会来讨论该集团的相关立法事宜,包括数字和技术规则、企业合规以 及与气候相关的法规等。欧盟则多次强调保持监管自主权是一条不可逾越的红线,但会就每个议题与美 国进行协商。 近几个月来,双方都采取了多项措施来落实这项贸易协定。特朗普政府证实,欧洲汽车所适用的税率是 15%,而非对其它产品征收的更高的25%的行业性关税。药品出口预计也将获得同样的待遇。 作为回应,欧盟已提出相关立法,以降低对美国工业产品以及部分非敏感农产品的关税。这一举措需要 得到欧洲议会的支持,而欧洲议会还需批准整个贸易协议。 然而,旨在降低美国对钢铁和铝制品50%关税的谈判进展甚微。欧盟本周宣布,计划对超过一定配额的 外国钢铁进口产品征收同样的税率。 欧盟官员认为,美国提出的新的要求以及采取的其 ...
从巴菲特到A股龙头 致股东的信如何成为投资界的“战略说明书”
Zhong Jin Zai Xian· 2025-10-08 10:22
在复杂多变的商业环境中,一封致股东信是企业与投资者沟通的桥梁,更是展现企业战略眼光与行业洞 察力的窗口。 巴菲特每年发表的致股东信被视为投资界的"圣经",其不仅会在信中分享伯克希尔公司的经营成果和战 略方向,还会融合他对世界经济发展趋势的深刻理解,更传递出独特的投资理念与价值观,这些内容堪 称珍贵的商业智慧宝典,为众投资者指引方向。 在A股市场,这封承载重要信息的信件,通常由董秘执笔撰写。作为公司与资本市场沟通的关键角色, 董秘深谙企业经营策略与财务状况,凭借专业素养与沟通能力,将公司复杂的业务进展、经营成果转化 为清晰易懂的文字,以精准的表述、诚挚的态度,向股东展现公司的发展脉络与未来方向,确保股东能 及时、准确地了解公司动态,维系公司与股东之间的信任纽带。 股东信的存在意义与功能解构 在A股市场的年报规范中,董事长致辞或致股东的信并非监管部门强制要求披露的内容。然而,众多上 市公司仍坚持撰写这一文本,其背后蕴含着深刻的商业逻辑——这是企业主动向市场传递核心信息的重 要载体。 与财务数据的冰冷数字相比,致股东信是企业管理层以"第一人称"进行的战略叙事。迈瑞医疗在信中 用"数智化转型如参天大树"的比喻,将复杂 ...
开放共赢向未来
Xin Hua She· 2025-10-06 01:22
Core Insights - The China International Import Expo (CIIE) is a significant event aimed at promoting high-level opening-up and showcasing China's commitment to global trade [1][2] - The upcoming eighth CIIE is expected to attract participation from over 3,200 companies across more than 110 countries and regions, with a signed exhibition area exceeding 360,000 square meters [2][4] - The CIIE has facilitated the display of approximately 3,000 new products, technologies, and services, with an intention to transact over 500 billion USD in deals over the past seven years [2][13] Group 1: Event Significance - The CIIE serves as a platform for global enterprises to showcase their products and technologies, enhancing cooperation and mutual benefits between China and the world [2][7] - The event is particularly important in the context of increasing global economic instability, highlighting China's openness to international markets [2][3] Group 2: Participation and Exhibits - The eighth CIIE will feature first-time exhibitors from countries like Kyrgyzstan, alongside renowned global brands and products [2][4] - Notable exhibits include high-protein, high-calcium colostrum milk powder from New Zealand and various innovative technology products such as advanced automation systems and robotics [4][6] Group 3: Economic Opportunities - The CIIE is positioned as a gateway for foreign companies to enter the Chinese market, with significant opportunities for investment and collaboration [10][18] - The event aims to support small and medium-sized enterprises (SMEs) from over 50 countries, providing them with a platform to access the Chinese consumer market [18] Group 4: Global Collaboration - The CIIE emphasizes the importance of collaboration among global southern countries, focusing on sustainable agricultural development and industrialization [16] - The event will also feature initiatives to support the least developed countries, providing them with opportunities to showcase their products in China [17]
开放共赢向未来——写在第八届进博会倒计时30天之际
Xin Hua Wang· 2025-10-05 14:25
金秋时节,浦江潮涌。再过一个月,第八届中国国际进口博览会即将在上海举行。 进博会是世界上首个以进口为主题的国家级博览会。2018年11月,习近平总书记在首届进博会开幕式主旨演讲中指出,举办这一国家级展 会,"是中国着眼于推动新一轮高水平对外开放作出的重大决策,是中国主动向世界开放市场的重大举措"。 一年一度,相聚进博,已经成为越来越多全球企业的选择。全球共赴进博之约,书写着一个个在高水平开放中合作共赢的发展故事,绘就 中国与世界"美美与共"的未来愿景。 共振:中国之诺,全球之约 从空中俯瞰,进博会举办场所国家会展中心(上海)的外形如同一棵"四叶草",静待着八方宾客。 这是2024年11月4日拍摄的中国国际进口博览会举办场地——国家会展中心(上海)外景(无人机照片)。新华社记者 凡军 摄 2018年11月,首届进博会成功在上海举办,成为全球贸易史上的创举。一路走来,进博会这棵全球企业的"幸运草"不断茁壮成长,不仅年 年办下去,而且办出水平、办出成效、越办越好。 数据显示,前七届进博会已累计展示新产品、新技术、新服务约3000项,意向成交额超5000亿美元,累计吸引境外参展商2.3万家次,中 国大市场,正在切切实 ...
合肥工业大学:工业报国 向“智”攻关
该校智慧交通车路协同工程研究中心负责人石琴教授介绍,智能网联汽车的通信安全存在诸多问题,例 如数据泄露风险,重要数据和个人隐私难以保障,恶意远程控车可能直接威胁行车与生命安全等。其团 队开展智能网联汽车信息安全基础技术、数据安全与隐私防控、安全通信及入侵检测和车用AI大模型 等方面的研究,同省内头部汽车企业开展合作,目前,量子安全技术已实现量产应用。 "几十年的发展,汽车经历了从机械结构到电子化的革命。如今,人工智能重塑汽车产业结构。只有培 养终身学习能力和意识,才能跟上科学技术发展的脚步。"石琴常对青年师生说,"时代提出一轮又一轮 新课题,我们要致力于解决民族汽车行业发展中面临的共性问题。" 终身学习的理念,也是杨善林院士一直倡导践行的。 1978年,30岁的杨善林考取合肥工业大学,研究生毕业后他留校任教。他认为,计算机未来有广阔的应 用前景,关键是如何培养人才。为此,他开设了计算机系统结构等课程,也成为该校出了名的"拼命三 郎"。年轻时,为了完成一套光纤系统网络图,他把图铺在床板上弯腰画了20多天,腰椎落下病根;70 岁时,他不慎摔伤胳膊,依然打着石膏每天到实验室工作…… 近年来,由杨善林主持研发的智能微 ...
美的集团董事长方洪波:以丹纳赫为镜,锻造企业韧性
首席商业评论· 2025-10-04 04:16
Core Insights - The article discusses the challenges faced by Chinese enterprises in a highly competitive environment characterized by homogenization, price wars, rising costs, and stagnant growth, emphasizing the need for a systematic methodology to navigate these challenges [2] - It highlights the "Danaher Model," which provides a comprehensive analysis of Danaher's success in mergers and acquisitions, showcasing the importance of the Danaher Business System (DBS) in transforming lean management into a core competency [2][4] Group 1: Danaher Model and Its Application - The Danaher Group's early acquisitions were strategic, focusing on undervalued assets, but its transformation was driven by a strategy of industry upgrading through systematic acquisitions [7] - The DBS evolved from the Toyota Production System into a comprehensive operational system that integrates lean operations, growth engines, and leadership development, emphasizing the conversion of experience into standards [7][8] - Midea Group adopted the DBS principles to create its own Midea Business System (MBS), which has significantly improved factory efficiency by approximately 15% annually and established six lighthouse factories [5][6] Group 2: Globalization and Local Adaptation - Danaher’s globalization strategy is characterized by a dual approach of internal and external growth, focusing on technology, culture, and management systems [8] - Midea has established 17 R&D centers and 22 manufacturing bases globally, implementing an Own Branding & Manufacturing (OBM) strategy to create a "second home market" [8] - The article emphasizes the necessity for companies to balance localization with integration in their global strategies, ensuring that R&D is rooted in local needs while leveraging a global talent network [10] Group 3: Lessons for Chinese Enterprises - The Danaher Group serves as a benchmark for Chinese companies, illustrating the importance of recognizing gaps and measuring paths for improvement [10] - The article poses critical questions for enterprises regarding how to achieve capability integration through acquisitions, evolve lean management into a core competency, and balance localization with globalization [10] - It concludes that embracing change, adhering to common sense, and undergoing global refinement are essential for Chinese enterprises to navigate future uncertainties [10]