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中集集团:在科学管理的坐标轴上攀登制造“珠峰”
Zheng Quan Shi Bao· 2025-08-26 01:06
1979年,蛇口工业区炸响了移山填海的开山炮。这一声轰鸣,就如同唤醒沉睡土地的春雷。1980年,中 集集团在蛇口诞生,从最困难时期人数不到60人濒临破产的小厂,一路成长为全球化制造业巨头,凭集 装箱等30多项明星产品挺进了全球制造业的巅峰赛场。在2025年《财富》中国500强榜单中,中集集团 位列第154位,较2024年排名跃升25位。 8月26日,是深圳经济特区成立45年的日子,与经济特区同岁的中集集团如何凭45年风雨兼程,成为深 圳特区"敢闯敢试"的精神缩影?中集集团董秘吴三强告诉记者,中集集团是在科学化、国际化管理的坐 标轴上突破一个个海外垄断的领域,练就强大的全球工业装备制造整合能力。 科学管理:奠定中集创新"坐标轴" 中集集团的成长史,是一部不断突破边界、主动进化的科学管理实践史。作为中国改革开放后首批引进 外资的合资企业之一,中集集团从诞生之初便携带着国际化的基因。它由招商局集团有限公司(简 称"招商局")与丹麦宝隆洋行共同组建,引进丹麦技术专业生产20英尺国际标准集装箱。外资股东的参 与和外方主导的早期经营管理,在蛇口这片试验田中埋下了国际化、市场化运作的种子。 然而,开局之路并非一帆风顺。受全 ...
中集集团:在科学管理的坐标轴上攀登制造“珠峰”
证券时报· 2025-08-26 00:56
Core Viewpoint - The article highlights the journey of CIMC (China International Marine Containers) from a struggling small factory to a global manufacturing giant, emphasizing its innovative management practices and technological advancements over 45 years of development in Shenzhen [1][4]. Group 1: Historical Development - CIMC was established in 1980 in Shekou, Shenzhen, and has grown from a small factory with fewer than 60 employees to a major player in the global manufacturing industry, ranking 154th in the 2025 Fortune China 500 list, an increase of 25 places from 2024 [1]. - The company faced significant challenges in its early years, including a near bankruptcy in 1986, which led to a strategic pivot from container production to steel structure processing to survive [4][5]. - The entry of China Ocean Shipping Company (COSCO) in 1987 marked a turning point, leading to a restructuring that established a clear governance structure and allowed CIMC to return to its core business of container manufacturing [5]. Group 2: Management and Governance - CIMC's governance structure is characterized by clear property rights and responsibilities, which has facilitated scientific decision-making and effective management [5]. - The company has maintained a standardized and regulated operation, which has supported its successful listing and laid a solid foundation for overseas acquisitions [5]. Group 3: Technological Advancements - CIMC has developed core capabilities in mechanical manufacturing, including the design and production of pressure vessels and deep-sea equipment, resulting in over 30 star products [7][9]. - The company achieved significant breakthroughs in the field of cryogenic pressure vessels, developing the first domestic liquid helium tank, which showcases its technological leadership [7]. - CIMC's subsidiary, CIMC Raffles, has successfully completed the entire process of FPSO (Floating Production Storage and Offloading) module projects, breaking foreign monopolies and significantly increasing its order volume from under $500 million to over $3 billion by 2024 [8][9]. Group 4: Innovation and Global Strategy - CIMC has established an open innovation system that promotes distributed research and development, enabling the company to adapt and thrive in a competitive global market [9]. - The company has set up 20 overseas R&D centers and employed over 300 foreign experts to enhance its core technology development, demonstrating its commitment to innovation and global collaboration [9].
【私募调研记录】凯丰投资调研杭氧股份
Zheng Quan Zhi Xing· 2025-06-09 00:07
Group 1 - The core viewpoint of the news is that Kefa Investment has conducted research on Hangyang Co., which is expected to have significant production capacity and strategic developments in the helium market by 2025 [1] - Hangyang Co. plans to produce 500,000 cubic meters of air separation units by 2025, involving multiple projects [1] - The company has made progress in the helium sector, achieving domestic substitution for liquid helium tanks and establishing a joint venture for helium sales [1] Group 2 - In 2024, Hangyang Co. will reduce its dividends to maintain financial stability [1] - The company is focusing on expanding its retail gas terminal rate and increasing the number of bottled gas filling stations [1] - The overseas equipment orders are expected to have a higher gross margin due to price advantages and tax rebate policies [1] Group 3 - The company is actively exploring opportunities in emerging markets such as the Belt and Road Initiative, Southeast Asia, Africa, and India [1] - Retail gas prices were low in the first quarter, but the company maintains stable earnings due to the cost advantages of liquid sales from pipeline gas [1] - The future price recovery of argon gas in 2024 will depend on economic recovery, the development of the photovoltaic industry, and market supply-demand conditions [1]