战略，是需要解码的 什么是战略解码？听上去很专业。其实很简单： 战略是"作战地图"，战略解码就是"行军命令"。 做咨询的过程中，我问过很多企业家、老板和高管："你们公司有战略吗？" 通常，我都能得到肯定的答复。 但是，当我追问"你们公司的战略是否得到了有效的执行？"时，听到的往往是一声声的叹息。 是的，很多企业定下了战略目标后，在落地时常常不尽如人意。 为什么？核心原因是缺少"战略解码"这一动作。 01 告诉陆军怎么进攻，告诉空军如何协同作战。 什么意思？ 简单说，就是把CEO的意图和梦想，拆解成各部门的行动方案（how to do）。 把公司的"大目标"，拆解成产品、销售、研发、供应链、中后台……每个部门的"具体活儿"。 为什么要做"战略解码"？这个问题，我们或许可以从另外一个角度来理解，如果不做战略解码会怎样？ 在我看来，组织如果不做战略解码，至少会出现3个问题。 1.战略不能共识 战略，通常体现的是一把手的意志和梦想。在制定战略时，也往往基于行业趋势、市场竞争、企业核心 能力等宏观视角，形成的是抽象的、方向性的表述。 比如战略目标是"成为高端制造领导者"。如果没有做战略解码，大家对战略的理解就会产生不一 ...

Core Viewpoint - The article discusses the potential technological breakthroughs expected in 2026, highlighting a range of innovations that could signify a new era of technological advancement in China, akin to the "Roaring Twenties" in the United States during the 1920s [5][6]. Group 1: Technological Innovations - The anticipated technological milestones for 2026 include autonomous driving, liquid cooling, domestic HBM, edge AI, solid-state batteries, AI applications, quantum computing, integrated storage and computing chips, brain-like computing, low-altitude economy, commercial aerospace, humanoid robots, silicon photonics, and controlled nuclear fusion [6]. - The article suggests that the current atmosphere of skepticism towards technology reflects a broader economic transformation, with significant innovations emerging as a hallmark of this period [6]. Group 2: Historical Parallels - The economic conditions in the United States at the beginning of the 1920s bear similarities to those in contemporary China, particularly in terms of rapid government spending and military expansion during World War I, which led to a subsequent economic downturn post-war [8]. - The article draws parallels between the supply-demand dynamics of the post-war U.S. economy and the current economic landscape in China, emphasizing that the real threat comes not from recession but from the unsustainable costs established during periods of prosperity [11][12]. Group 3: Technological Adoption and Economic Impact - The rapid adoption of electricity in the 1920s significantly transformed American manufacturing, leading to increased productivity and wage growth, which in turn fueled consumer demand and the rise of a middle class [15]. - The introduction of radio as a revolutionary media technology during the same period created a national advertising platform, which helped establish consumer brands and contributed to the rise of a consumer economy in the U.S. [16][18]. Group 4: Lessons for Today - The article posits that the technological advancements of the 1920s, while initially underestimated, ultimately led to significant economic changes, suggesting that similar patterns may emerge in China today with AI and other technologies [27][28]. - It warns that while the current technological landscape may appear inflated, the underlying productivity gains could have lasting impacts, much like the radio technology did despite the stock market crash of 1929 [28].

以下文章来源于锦缎 ，作者牧之 锦缎 . 上市公司研究平台，专注价值发现、创造与传播 图源丨Midjourney 最近流行的一个段子是： 2026 年目前预期的元年有—— 2026 年的技术元年特别多，听上去是一种调侃，对技术的怀疑，也反映了时下经济转型中的犬儒气 氛，但在我看来，这种元年气氛，更多是其实是当下技术创新涌现的标志： 中国制造 2025 的成果自不必说，美国"创世纪计划"（ Genesis Mission ），都是将当下散落的科 技发展资源完成整合，实现科技的物种繁荣，都展现了两国精英对这种技术大爆发浪潮的前瞻性把 握。 而更多人一直关注的通缩螺旋，如果放在这种科技大爆发的背景中，往往只是某一个时代的不起眼的 注脚，事后看，技术的高速迭代，让所谓的寒意渗透，事后带来的是云淡风轻。 如果回看 100 年前的美国1920年代，我们既能找到与中国当下太相似的时代韵脚，也能找到技术发 展阶段不同带来的差异，但总体上来说，我们可以大胆断言： 今天的中国，正像素级复刻美国"咆哮20年代"。 繁荣的尾声 1920 年伊始的美国经济情况，和当前的中国有着类似的韵脚： 来源丨 锦缎（ID：jinduan006） ...

专题：2025《中国企业家》影响力企业家年会 专题：2025《中国企业家》影响力企业家年会 12月5日-7日，由《中国企业家》杂志社主办的"2025（第二十三届）《中国企业家》影响力企业家年 会"（原中国企业领袖年会）在北京举行，主题为"涌现·无限——共创智能商业新形态"。福特汽车（中 国）有限公司传播及企业社会责任副总裁杨美虹出席并演讲。 杨美虹表示，福特汽车在三个月以前提出了"再造一个Model T Moment"。她指出，Model T是福特汽车 的初心，T型车实际上是完全再造了整个汽车工业。现在福特汽车提出要再造一个Model T Moment，就 是从汽车生产的工艺和流程要进行革命性的变化。 她透露到，第一代用新的流程做出来的产品，可能在两年以后面世。此外，她强调，在这个流程中，低 碳减排是它的目标。 截止到2025年11月份，中国新能源汽车的渗透率已经超过了60%，变成市场主流。"中国汽车大量出海 输出到全球各地，ESG一定是抓手之一。" 同时，杨美虹指出，对中国本土的汽车品牌来讲，出海的国际化浪潮来了，一定要去拥抱它，机会就在 那里，如何让ESG不会成为挑战和困难，这是一个很大的课题。 新浪声明 ...

Core Insights - The factory serves as the origin of management theory, evolving from a site of industrial production to a complex platform for digital control, organizational collaboration, and knowledge updating [1][2][19]. Group 1: Historical Evolution of Management Theories - The first factory revolution introduced scientific management by Frederick Taylor, which significantly improved efficiency through systematic measurement and optimization of labor [3][6]. - The second factory revolution, characterized by Fordism, emphasized mass production and worker welfare, creating a closed-loop system of high wages, high efficiency, and high consumption [4][7]. - The third factory revolution focused on rational thinking through data modeling and optimization, transforming decision-making processes in management [15][16]. Group 2: Human-Centric Management Approaches - The emergence of the human relations school, highlighted by the Hawthorne experiments, shifted the focus from efficiency to worker well-being and social dynamics within organizations [10]. - Japanese management practices, particularly lean production and total quality management, emphasized employee involvement and continuous improvement, leading to significant competitive advantages [11][12]. Group 3: Modern Technological Integration - The fourth industrial revolution is marked by the integration of AI, IoT, and big data into manufacturing, creating smart factories that enhance production efficiency and organizational structure [19][20]. - Companies like Midea are leveraging AI and robotics to improve productivity and reduce production cycles, showcasing the potential of advanced technologies in manufacturing [23][24]. Group 4: Future Directions in Management - The evolution of management practices necessitates a return to the factory setting to understand the interplay between technology, organization, and human values, which is crucial for developing effective management theories [26][27].

Core Insights - The article discusses the evolution of the classic 4P marketing theory (Product, Price, Place, Promotion) in the context of the AI era, highlighting how AI is reshaping marketing strategies and operations across industries [2][26]. Group 1: Product - The shift from standardized products to personalized and intelligent offerings is emphasized, with AI enabling real-time market insights and customer data analysis to drive product development [4][5]. - AI allows for hyper-personalized product customization, catering to niche demands and long-tail markets that traditional models often overlook [5]. - AI tools shorten the feedback loop between product development and market response, enabling continuous user involvement in the co-creation process [5][4]. Group 2: Price - Traditional pricing strategies are static, relying on market research and cost analysis, which can lead to risks in pricing decisions [6]. - AI's computational power transforms pricing logic, allowing businesses to simulate various pricing strategies and their impacts on sales and profits before market launch [7]. - Real-time dynamic pricing becomes feasible with AI, which considers numerous variables to optimize pricing strategies, as seen in industries like airlines and e-commerce [8][6]. Group 3: Place - The article notes the transition from physical retail channels to a fully integrated omnichannel approach, where AI plays a crucial role in unifying consumer data across various touchpoints [9][10]. - AI enables seamless consumer experiences by integrating online and offline interactions, allowing for personalized promotions and synchronized shopping records [12][10]. - New channel forms are emerging, blurring the lines between physical and digital spaces, enhancing consumer engagement through immersive technologies [13]. Group 4: Promotion - The traditional advertising model is evolving from broad broadcasting to targeted one-on-one marketing, with AI optimizing content creation and distribution [14][18]. - AI-generated content significantly reduces production costs and enhances efficiency, allowing marketers to focus on strategic thinking [18]. - The shift from SEO to GEO is highlighted, where brands must ensure their content is understood and referenced by AI models rather than just being visible in search results [19][20]. Conclusion - The article concludes that AI is enabling a more precise and dynamic approach to marketing, transforming the traditional 4P framework into a model that allows for real-time optimization and resource allocation [25][26].

Group 1: Ford's Transformation and Challenges - Ford is undergoing a significant transformation of its factories to adapt to the shift from gasoline vehicles to electric vehicles, which requires new components and production methods [2][3] - In May 2025, Ford's electric vehicle sales in the U.S. were only 6,723 units, a 25% decline year-over-year, with the F-150 Lightning sales dropping by 42% [3] - The company has canceled a planned $12 billion investment in electric vehicles and reduced production plans for its Michigan battery plant by over 40% [3] Group 2: Historical Context of Ford's Manufacturing - The Piquette Avenue Plant, Ford's first factory, was established in 1904 and is recognized as a significant site in automotive history, witnessing the birth of the Model T [5][9] - The Highland Park Plant, completed in 1910, marked the introduction of the assembly line in mass production, revolutionizing manufacturing efficiency [20][24] - The River Rouge Plant, built in 1927, became the largest industrial complex in the world, integrating all aspects of vehicle production from raw materials to assembly [35][37] Group 3: Impact of Ford's Production Methods - Ford's production methods led to the creation of a mass consumer market and the rise of the middle class, significantly influencing production techniques, corporate management, and social life [6] - The introduction of the assembly line allowed for a dramatic increase in production efficiency, reducing the price of the Model T from $950 in 1909 to $360 by 1916 [29][30] - The $5 daily wage introduced by Ford in 1914 aimed to create a consumer base capable of purchasing the products they manufactured, leading to a peak employment of nearly 70,000 at the Highland Park Plant by 1925 [30][39] Group 4: Evolution of Management and Labor Relations - Ford's management philosophy evolved to address the challenges of labor stability and efficiency, leading to a structured approach to worker supervision and productivity [40][41] - The introduction of the assembly line diminished the role of skilled workers, increasing reliance on unskilled labor and altering traditional labor relations [39][48] - Ford's paternalistic management style aimed to integrate workers into the company culture, providing education and support, but also faced resistance from workers who felt their autonomy was compromised [43][44] Group 5: Future of Manufacturing - The decline of the "Detroit order" and the rise of globalization have shifted the manufacturing landscape, with emerging markets becoming key players in global production [53][54] - The transition to post-Fordism emphasizes flexibility and customization in production, moving away from the rigid mass production model [54] - The industry is now entering the era of Industry 4.0, focusing on digital transformation and smart manufacturing practices [54]

Group 1 - The article discusses the evolution of labor division from the First Industrial Revolution to the present, highlighting its impact on productivity and the emergence of specialized roles [1][3][4] - It emphasizes the historical significance of labor division as articulated by Adam Smith in "The Wealth of Nations," which attributes productivity improvements to this concept [3][4] - The article notes that the Ford production system exemplified the extreme application of labor division, significantly reducing assembly time and increasing production output [4][5] Group 2 - The article critiques the modern implications of labor division, suggesting that it has led to knowledge isolation and a lack of empathy among different groups [12][15][31] - It references Adam Smith's concerns about the potential intellectual stagnation resulting from extreme labor division, where workers may become overly specialized and lose their understanding of broader societal issues [9][11] - The article also discusses Karl Marx's perspective on labor division, emphasizing the alienation of workers in a capitalist system and the loss of control over their labor [13][14] Group 3 - The article highlights the increasing standardization and repetition in modern production processes, which can lead to a loss of individual meaning and feedback in work [7][37] - It points out that the educational system has adapted to this division of labor, promoting specialization at the expense of broader knowledge and curiosity [18][19] - The article suggests that the current era of extreme division of labor may be approaching a critical point, where traditional views on specialization may no longer suffice in a rapidly changing environment [48][49] Group 4 - The article discusses the challenges individuals face in navigating the complexities of modern labor division, particularly in relation to job security and the unpredictability of career paths [40][41][44] - It notes that individuals who break away from traditional specialization may find new opportunities and meaning in their work, suggesting a shift towards a more versatile approach to employment [46][48] - The article concludes by posing questions about the future of labor division in light of technological advancements, particularly AI, and its potential to redefine roles within the workforce [49]

Group 1: Technology - The advancement of AI technology is shifting from content generation to goal-driven intelligent agents, which is expected to lead to significant breakthroughs in autonomous driving capabilities [2] - Two main technological approaches in autonomous driving are identified: "end-to-end" technology, which requires vast amounts of high-quality data for training, and modular technology, which combines human-designed algorithms with neural networks [3][4] - Current autonomous driving systems are primarily in the realm of assisted driving rather than full autonomy, limited by technological capabilities and costs [4] Group 2: Cost - The reduction of costs is crucial for the widespread adoption of new technologies, as seen historically with the introduction of the Ford Model T, which made cars affordable for the middle class [5] - China has made significant progress in reducing AI training costs, exemplified by DeepSeek's training costs being one-thirtieth of OpenAI's, which may accelerate the application of autonomous driving [6] - Companies like Tesla are also focusing on cost reduction, with projections for autonomous taxi services to be economically viable by 2026 [6] Group 3: Regulation - The integration of autonomous driving into society requires adaptive regulations that reflect technological advancements and societal needs [7] - Historical precedents show that technological progress often leads to significant societal changes, necessitating a reevaluation of existing rules and norms [7] - Establishing foundational rules for autonomous driving, such as human-machine relationships and liability distribution, is essential for future industry development [8] Group 4: Safety - Research indicates that 90% of traffic accidents are caused by human error, and transitioning to algorithm-driven driving could reduce accidents significantly [9] - The ethical implications of autonomous driving decisions, particularly in unavoidable accident scenarios, highlight the need for societal consensus on moral choices [9] - Extensive testing is required to ensure the safety of autonomous vehicles, with estimates suggesting that they need to cover 440 million kilometers without errors to match human driver safety levels [10]

Core Viewpoint - The article discusses the historical rise of the United States from 1865 to 1925, highlighting how it surpassed the British Empire in industrial and economic power through strategic innovations, technology absorption, and institutional support [3][28]. Group 1: Pre-Civil War Industrial Foundation - Before the Civil War, the U.S. industrial base was significantly influenced by "technology smuggling," where advanced British technologies were covertly brought to America [5][9]. - The U.S. faced legislative barriers from Britain aimed at stifling its industrial growth, similar to modern restrictions on technology transfer [5][11]. - By 1860, U.S. industrial output had surpassed France, but it still lagged behind Britain in key metrics like steel production [12]. Group 2: Post-Civil War Transformation - The Civil War (1861-1865) was pivotal in abolishing slavery, increasing the labor force, and strengthening federal power, which facilitated innovation and technology diffusion [14][15]. - Post-war, the U.S. became a "new technology digestion machine," rapidly adopting and adapting European innovations [16][20]. - By 1900, U.S. steel production had overtaken Britain's, and the country had built a vast railway network, enhancing its industrial capabilities [17][20]. Group 3: Innovation and Economic Expansion - The introduction of the assembly line by Henry Ford revolutionized production efficiency, drastically reducing costs and increasing output [22][24]. - The establishment of the Federal Reserve in 1913 marked a significant financial innovation, enhancing capital mobilization and supporting industrial growth [24]. - By the late 1920s, the U.S. had become a leader in various industries, with manufacturing productivity significantly higher than that of Britain [23][28]. Group 4: Factors Behind U.S. Ascendancy - Key factors contributing to the U.S. rise included institutional advantages, scale economies, a pragmatic approach to efficiency, and an open immigration policy that attracted talent [28].