作为一家企业,不管是进行业务转型还是管理变革,在外人看来也许仅仅是财务报表中的一个小小变化,但在企业内部,就为了那小小的一步,却要付出太多的努力,也包括解释——与资本市场的对话是无奈的也是不可避免的。就像联想集团,其实主营业务的盈利情况并没有出现大的改变,但人们还是格外地关注她在多元化发展时出现的暂时问题,如手机及IT服务的亏损,联想集团总裁杨元庆为此不得不学会与资本对话。其实,比解释更重要的是把握机遇,这却不是每个企业都容易做到的。就像拥有3G国际标准的大唐电信,以及在国际市场已经威胁到看来不可能作为思科竞争对手的华为公司,他们均面临着巨大的市场机遇,但也知道,每迈出一步,都有可能出现泥潭。当然,在中国的高科技企业中也不是不可能像南方汇通那样,在一个很难想象的地方——贵州做出全球领先的微硬盘基地,而且可以肯定这样的例子在中国发生的情况会越来越多。但是,如南方汇通、中兴这样最善于捕捉机会的中国高科技企业,也实在难得。 As a company, no matter whether it is conducting business transformation or managing changes, it may appear to outsiders that it is only a small change in the financial statements. However, within the company, it takes too much effort for that small step. It also includes explanations - the dialogue with the capital market is helpless and inevitable. Just like Lenovo Group, in fact, the profitability of its main business did not change significantly. However, people are still paying special attention to the temporary issues that arise during the diversified development of the company, such as the loss of mobile phones and IT services. Yang Yuanqing, president of Lenovo Group, endorses this. Have to learn to talk to capital. In fact, it is more important than explanation to grasp opportunities. This is not easy for every company. Just like Datang Telecom, which owns 3G international standards, and Huawei, which has threatened to appear as a Cisco competitor in the international market, they all face enormous market opportunities, but they also know that every step is made. There may be quagmire. Of course, it is not impossible for China’s high-tech companies to make a world-leading micro hard disk base in a place that is hard to imagine, like South Huitong, and it is certain that such an example will happen in China. The more you come. However, such high-tech Chinese companies as Huitong and ZTE that are most adept at capturing opportunities are also rare.