Two years later, inflation has returned; consumption habits are changing; and we have entered the era of mobile Internet... Such an era, how to dance together, has become a common topic for business elites.
From 2008 onwards, at the end of each year, the "Economic Observer" will invite leaders of mainstream enterprises in China's key industries to participate in annual interviews, take stock of the macroeconomic situation and industry trends in the coming year, and analyze the decision-making ideas for enterprises to grasp opportunities and meet challenges. With course of action.
This year's participation in this project includes more than 40 leaders of leading companies in various industries. These enterprises are more evenly distributed in the sectors of energy raw materials, consumer services, manufacturing logistics, and technology. In this interview, we have unprecedentedly discovered that entrepreneurs have become more aware of their transformational awareness. In 2011, transformation is becoming a major proposition for Chinese companies.
Inflation and rising costs are becoming more and more critical challenges for companies. No matter if it is in the manufacturing industry of Hisense Group, Caterpillar, or in the service industry, the New Oriental and Ciming medical examinations all mentioned in this year's interview that the raw materials and operating costs have risen since 2011, and profits are being eroded. . For example, Zhang Jianhua, chairman and president of Xinhua Jin, said that if the industry chain is not extended to R&D and marketing with high added value, the road will become narrower and narrower.
The leader found that the focus of Chinese consumption is changing. According to Li Houlin, Chairman of Hanson Diamonds, more consumers have upgraded from the previous primary consumption that meets basic daily life to the demands for emotional consumption such as quality, service, entertainment, personalization, and beauty. Obviously, responding to these changes is a matter of urgency.
The transformation will also begin due to technological changes. The judgement of Chen Xudong, vice president of the Lenovo Group and general manager of China, is that we have entered a new era of mobile Internet. Based on this judgment, they will invest "the most abundant resources" to ensure the success of the mobile Internet strategy.
The transition will also be due to some major opportunity. Guo Guangchang, chairman of the diversified investment company Fosun Group, said that the internationalization of Chinese companies has not gone smoothly in the past few years, but internationalization is still a major opportunity. Fosun has provided a new idea to the European and American investment community, that is, they can participate in the development of China through the investment platform of Fosun and share the development benefits of China.
In any case, as Mr. Qian Daqun, Chairman and Chief Executive Officer of IBM Greater China, said, any transformation needs to break through a series of hard and soft constraints, lead to adjustment of rules and redistribution of benefits, from small to medium-sized enterprises, and to the general economy. The transformation is not an easy task.
The transitional opportunity was determined and then moved. In the first year of the Twelfth Five-Year Plan, leaders of China’s mainstream companies are starting a new round of growth cycles in their more optimistic expectations and relatively cautious actions. Transformation and upgrading during expansion became a common option for most entrepreneurs.
In the eyes of more than 40 business elites participating in the “leader watching 2011†interview of this newspaper, growth is still the main theme of the company in the new year and even the next five years. However, it can be foreseen that, in the period when China will speed up the transformation of its economic development mode, the company’s preference for scale expansion will gradually give way to improved efficiency and transformation and upgrading.
From the year of 2008 to the end of each year, the “Economic Observer†will invite the leaders of mainstream enterprises in China’s key industries to participate in the annual CEO survey or interviews, and analyze the macroeconomic situation and industrial trends in the coming year to analyze the opportunities of the enterprises. The decision-making approach and action path to the challenge.
Compared with the previous two years, the uncertainty of the economic situation in 2011 is decreasing, the strong expectations of entrepreneurs for inflation tend to be consistent, and new growth engines, especially consumption upgrades and mobile interconnections, have also become powerful. Achieving growth in inflation will again become the primary mission of entrepreneurs.
Inflation increased by two years and inflation returned.
Compared with inflation expectations at the beginning of 2008, entrepreneurs’ expectations for this year have become more intense. This is due to the observed quarterly rise in consumer prices since 2010 and the government’s frequent attempts to control inflation. On the other hand, it stems from the personal perception of the increasing costs of corporate operations.
More than 40 entrepreneurs participating in this year’s interview with the newspaper are the helm of leading companies in various industries. They include state-owned, private, foreign-funded and other types of enterprises, and are evenly distributed in the energy and raw materials, consumer services, manufacturing logistics, technology and other major four major sections.
No matter if it is in the manufacturing industry of Hisense Group, Caterpillar, or in the service industry, the New Oriental and Ciming medical examinations all mentioned in this year's interview that the raw materials and operating costs have risen since 2011, and profits are being eroded. It has even entered a meager state.
Most entrepreneurs expect that, at least in the first half of this year, the momentum of inflation will continue and companies' costs will increase further. In addition to land, energy, and bulk raw materials that may continue to rise in price due to tight supply, the spread of "employment shortage" raises labor costs, and raising the cost of capital through tightening monetary policies is also expected by many entrepreneurs.
Zhou Houjian, chairman of Hisense Group Co., Ltd., said that multiple factors in the domestic market are driving costs together. If they cannot take effective measures to increase efficiency and reduce costs, companies may experience passive situations of “increasing income without increasing profits†or even “increasing revenues and reducing profitsâ€.
In the face of challenges, the excellence of outstanding entrepreneurs lies in accurately studying the situation and responding in advance. In fact, many entrepreneurs have begun to adopt various measures to increase revenues and reduce expenditures, reducing the drag on costs caused by rising costs. Zheng Nanyan, CEO of 7 Days Inn Hotel Group, said that the 7-day hotel cancelled the one-off items in the room from March last year. Each room can save 3 yuan per day. This measure is largely to cope with the possibility of this year. The cost rises.
Do not underestimate this 3 yuan, to 7 days the hotel is currently nearly 40,000 rooms, only this one, will be able to save 120,000 yuan per day cost.
For businesses, inflation is not all a bad thing. Since China's economy is basically well-oriented, a certain degree of inflation is conducive to business expansion. Many entrepreneurs have already planned to accelerate expansion in a moderately inflationary environment, and have followed suit to transfer some of the rising costs downstream.
Most entrepreneurs interviewed by this newspaper chose the expansion strategy in 2011. They generally believe that the sustained and rapid growth of the Chinese economy is sufficient to support the expansion of enterprise scale and the expansion of production capacity.
Entrepreneurs are betting on a more important bargaining chip growth, it is generally expected that the Chinese domestic market will be activated under the policy stimulus, and domestic consumption will become a new engine to promote business growth.
Yang Wenjun, president of Mengniu Group, the new consumer engine, is a determined and optimistic person in the domestic market. He analyzed that the "Chinese motivation" for the next decade will come from consumption. Whether it is the Fifth Plenary Session of the 17th CPC Central Committee or the 12th Five-Year Plan, the driving forces for future development are clearly defined. They are the expansion of domestic demand and the promotion of consumption. In particular, as the income of residents increases, consumption is also mentioned as driving the Chinese economy. The development of the "troika" in the first place.
Although the industry tends to think that the large-scale pull of domestic demand will take time, the two trends from the domestic consumer market are already very clear. First, the potential demand of the 3rd and 4th cities and rural markets is being transformed into purchasing power with the ability to pay, and secondly, the consumption upgrading of the first and second-tier cities has become a trend.
Cosmetics giant L'Oréal and diamond company Hansin Diamonds are deeply impressed by the above two changes in the Chinese consumer market. Laurent Attal, executive vice president of L'Oreal, said that the company is currently working hard to develop deeper places in China, especially in the second and third tier cities, and to invest in the provision of beautiful products and services for consumers in those areas.
Li Houlin, chairman of Hanson Diamonds, feels that more consumers have upgraded from previous primary consumption that meets basic daily life to emotional consumption, such as quality, service, entertainment and personalization, and beauty.
For the current service industry companies, whether they are increasing market coverage or doing deep-skilling in existing market segments, as long as the products and services can meet the needs of consumers, they are expected to share the growth dividend of China's huge market.
Another obvious trend in the Chinese consumer market is that the mobile Internet is becoming more and more deeply involved in people's work and life. The industry expects that this will be a bigger market than traditional PCs within five years.
Around the mobile Internet, from the terminal to the access terminal, from the application to the background, IBM, Microsoft, Hewlett-Packard, Motorola, Lenovo, and every other IT giant has invested heavily in the deployment. According to Chen Xudong, vice president of the Lenovo Group and general manager of China, the mobile internet industry will continue to flourish in 2011, with the rapid growth of functional mobile phones and the popularity of tablet PCs. Major manufacturers will compete fiercely in this area.
In the territory of export-oriented manufacturing companies and investment-oriented enterprises, China is not only a low-cost production base for the world, but also a new territory for the company in the future. Miao Liansheng, chairman of Yingli Group, the world's leading photovoltaic company, said that Yingli now sells about 90% of its products to foreign markets, but from 2011 onwards, the company will gradually increase its efforts in the domestic market, and in 2012 it will be launched in China. Will be bigger.
The privately-owned diversified investment company Fosun Group is trying to introduce foreign capital, jointly exploring the Chinese market, and grasping new growth points such as manufacturing upgrading, expansion of domestic consumption demand, and urbanization, especially the development of the county economy. The chairman of the company, Guo Guangchang, said that Fosun’s internationalization strategy in 2010 has provided a new idea to the European and American investment community. That is, they can participate in the development of China through the investment platform of Fosun and share China’s Development income.
Consumer electronics products are more “consumerâ€ized and glorified. There are two special fires in 2010, “3G mobile phones†and “bibâ€. One represents the mobile phone terminal, and the other is the most popular mobile application. When they came together, the era of the "mobile Internet" that attracted much attention came. Therefore, 2011 is also known as the "first year of the mobile Internet." Actually, there are different opinions about this appellation. In my opinion, starting from China’s 3G in 2009, with the joint efforts of the three major operators and numerous terminal manufacturers and the overall industry chain, China’s 3G users are enjoying a joyful speed. In constant growth. The entire 3G industry chain, from the operating system to the terminal brand to the application, and even the application store, has grown rapidly, the industrial chain structure is perfected, and it has laid a solid foundation for the industry.
But before we reach the other shore, we still need several necessary and sufficient conditions. The first is the terminal. Smart phones must be the best partners for high-speed networks. Previously selling mobile phones was selling hardware, but now, more and more consumers will ask "What mobile phone is the operating system." Indeed, a good operating system, coupled with a huge application chain behind it, will ignite the enthusiasm of the industry like stimulants. In 2011, smart phones will continue to grow, even accelerate, and spread to a wider area in an “infiltration†manner. After the mobile phone experienced the development from "communications tools" to "hyper-terminal", it also ushered in a new round of qualitative change, the mobile phone will be from the user's "psychological dependence" to a more extreme "living dependence", the mobile phone is your ID card , wallets, even your home door, car keys, and more.
Many people are worried about the acceptance of smart phones by Chinese users. They think that the threshold for the use of smart phones is too high. But in fact, Chinese users are the most sensitive users of mobile phones in the world. They are pleased to accept the progress of science and technology; and with the development of operating systems and more applications, smart phones will be more “simple†rather than “simpleâ€. Android is the best example. Every step of Google’s small improvements began with layout, upgrades, integration, and now An-droid 2.3 has already begun to experiment with mobile payments, 3.0 will better support tablets, and 3D GoogleMap; these advances will accelerate the entire industry Rapid development.
At the end of the content, some veteran Internet companies began to try to "move" themselves. Microblogging wars have begun to emerge. Emerging entrepreneurial enterprises are constantly searching for new business opportunities. There are many ways to get more users. The first is the application of "fragment time." Some small and clever application designs are indispensable; for example, in 1 minute, it may be waiting for a car, waiting for someone, or being bored. Turning these “boring†into “talking†will be very “talking†"For example, instant messaging, microblogging, video, and electronic paper books are all the same." For terminal manufacturers, the "marriage" between mobile phone manufacturers and Internet companies will continue to be a trend in 2011. Another point is "regionalization." The essence of the mobile Internet is "mobile", which completely opens up online and offline. The current application of LBS is still only CHECKIN, but some foreign companies have begun to combine with some ground promotions. The LBS can be a user's "social platform", and can also be a business "business information platform" to help businesses find more accurate users; it can also use location services to place some "cloud" services such as games and pictures. People have greater interest and involvement in the things around them.
The last is the price. With the promotion of operators, the price of smart phones will be reduced in 2011, and smartphones under 1,500 yuan will become mainstream. In the traditional 2G market, the price will be even lower, and the main battlefield will basically fall below 300 yuan. If you eat one or two meals, you can exchange a mobile phone, and you can also speed up the replacement frequency of users, so that the "electronic consumer goods" of mobile phones can be more "consumed."
Achieving profitable growth Cheng Meiji will be a year worth looking forward to in 2011 for China, and the 12th Five-Year Plan will soon start. The path of development experienced by all industrialized countries in the world is the same. In the next five years, the global macro trends—urbanization, climate change, population structure change, and globalization—will continue to profoundly affect China’s social development. The Chinese economy will face major challenges in how to speed up the transformation of development methods.
I believe that after experiencing the rapid development during the 30 years of reform and opening up, China will enter a “platform period†and “finishing period†for development in the next five years, and economic growth will shift from “pursuit of speed†to “pursuit of qualityâ€.
Looking ahead to 2011, the industry is faced with the need to “carefully plan†to live—from the extensive development of over-reliance on resources to the transformation of resource-saving and innovation-driven technological development. Energy is faced with the need to "open source and reduce expenditure" - from the excessive reliance on traditional fossil fuels to the continued use of new energy sources. Medical care will focus more on balanced development and allow more ordinary people to enjoy high-quality medical services. We can foresee that in these industries, more and more local Chinese companies will continue to grow and develop, bringing more fierce competition to the market and bringing more opportunities for cooperation.
Siemens, as the world's largest company providing green technology, will continue to share our global successes in the process of sustainable development in China, and will leverage our strengths in green innovation and technology, together with our partners in China. Deal with the major challenges in the process of China's economic transformation.
At present, we have the world's most extensive and comprehensive environmental-related business portfolio and can make direct and practical contributions to China's sustainable development. Last year, our products and solutions helped customers around the world achieve carbon dioxide emission reductions of 270 million tons, which is equivalent to the combined annual CO2 emissions of six cities in Hong Kong, London, New York, Tokyo, Delhi and Singapore.
The “Twelfth Five-Year Plan†will be a crucial period for China’s economic transformation. For Siemens China, the most important thing is to grasp the historic opportunities, conform to the trend of China’s economic and social development, touch the specific needs of the Chinese market, and base ourselves on The successful experience gained in the world has actively participated in the historical process of achieving sustainable development in China.
Under the background of China’s economic transition in the next few years, whether we can continue to consolidate our competitiveness in the Chinese market will depend on three strategic factors:
First, we must base ourselves on sustainable economic development: This is the understanding we have drawn from the economic crisis of the past few years. This means to protect the environment and improve people's livelihood while realizing the company's revenue. Second, we must rely on innovation. Third, to strengthen innovation, we must rely on cooperation, especially strategic cooperation in R&D and education and training.
Since joining Siemens last year, I have established three recent priorities. The first is to accelerate talent development; the second is to achieve profitable growth, which includes: We need to sell more existing products, and our product prices must reflect the full value they bring to customers; for those that we have not fully entered yet Market segments, the M3/M4 market, develop new products; look for opportunities to acquire or cooperate with companies that have products and capabilities that suit Siemens' current target markets that are not yet fully accessed or explored; and use our core capabilities to drive Emerging and future market trends, smart grid applications and electric vehicles are good examples. The third focus is to strengthen Siemens brand building in China. I hope that through constant exchanges with local employees, Chinese government officials, suppliers and customers, I will continue to increase mutual confidence and let them know about Siemens, Siemens and Siemens.
The cost of polysilicon will continue to fall. Shu Hua In 2011, policy adjustments in various countries will increase the volatility in the photovoltaic market, but overall, the global photovoltaic market will still have a strong demand and maintain an upward trend.
Countries such as Germany and Italy will continue to reduce PV on-grid tariff subsidies, which will have a short-term impact on the market. From another point of view, I think that this actually confirms the potential for reducing the cost of photovoltaic power generation, and it is long-term positive for the sustainable development of photovoltaic power generation. From the perspective of the entire industry, the overall cost of the industrial chain has decreased significantly, and the relative subsidy has not changed.
In addition, due to the decline of the overall industrial cost, it will promote the rapid growth of photovoltaic applications in the United States, Japan, India and other countries, thus creating new opportunities for the entire industry. I expect 2011 global PV market demand will maintain the level of 2010 and continue to grow. Photovoltaic demand will increase rapidly in 2012.
In 2010, it was a year in which the global photovoltaic industry had an unprecedented outbreak. It is estimated that the global installed capacity will reach 16GW, and the growth will almost double. For GCL-Poly, we took full advantage of the integration of our polysilicon business and the silicon wafer business, and achieved a better-than-expected business performance.
First of all, we have increased the investment in technological innovation and completed technological transformation projects such as chlorination reforming, reduction furnace optimization, reformation of distillation systems, and upgrading of ingot casting equipment. The product quality was improved while the cost was reduced. The polysilicon production cost was reduced to US$23.8/kg in September 2010.
At the same time, we took the strategy of embracing customers, built chip factories around customers, and seamlessly connected with customer supply chains, cementing our cooperation with customers.
At the end of 2010, GCL-Poly's wafer production capacity reached 3.5 GW, and its polysilicon production capacity reached 21,000 tons. It has become a globally influential and competitive silicon material product manufacturer and supplier. In order of 2010 production, GCL-Poly has entered the ranks of the world's seven largest polysilicon giants. 2011 is the first year of the “Twelfth Five-Year Planâ€, and the country will start a new round of investment and construction in the new energy field.
According to the analysis of the development prospects of the photovoltaic market, we have identified clear development strategies: First, we continue to follow the path of connotative development, respond to market volatility with a robust expansion strategy, and second, work hard on customer value, profitability models, and key resources. The key processes and other aspects, to create an ideal business model; Third, with the advantages of batteries, components in the industrial chain to build long-term strategic alliance; Fourth, through technological innovation and internal potential to continue to reduce product costs, polysilicon production costs in 2011 is expected to drop To 20 US dollars / kg.
From 2008 onwards, at the end of each year, the "Economic Observer" will invite leaders of mainstream enterprises in China's key industries to participate in annual interviews, take stock of the macroeconomic situation and industry trends in the coming year, and analyze the decision-making ideas for enterprises to grasp opportunities and meet challenges. With course of action.
This year's participation in this project includes more than 40 leaders of leading companies in various industries. These enterprises are more evenly distributed in the sectors of energy raw materials, consumer services, manufacturing logistics, and technology. In this interview, we have unprecedentedly discovered that entrepreneurs have become more aware of their transformational awareness. In 2011, transformation is becoming a major proposition for Chinese companies.
Inflation and rising costs are becoming more and more critical challenges for companies. No matter if it is in the manufacturing industry of Hisense Group, Caterpillar, or in the service industry, the New Oriental and Ciming medical examinations all mentioned in this year's interview that the raw materials and operating costs have risen since 2011, and profits are being eroded. . For example, Zhang Jianhua, chairman and president of Xinhua Jin, said that if the industry chain is not extended to R&D and marketing with high added value, the road will become narrower and narrower.
The leader found that the focus of Chinese consumption is changing. According to Li Houlin, Chairman of Hanson Diamonds, more consumers have upgraded from the previous primary consumption that meets basic daily life to the demands for emotional consumption such as quality, service, entertainment, personalization, and beauty. Obviously, responding to these changes is a matter of urgency.
The transformation will also begin due to technological changes. The judgement of Chen Xudong, vice president of the Lenovo Group and general manager of China, is that we have entered a new era of mobile Internet. Based on this judgment, they will invest "the most abundant resources" to ensure the success of the mobile Internet strategy.
The transition will also be due to some major opportunity. Guo Guangchang, chairman of the diversified investment company Fosun Group, said that the internationalization of Chinese companies has not gone smoothly in the past few years, but internationalization is still a major opportunity. Fosun has provided a new idea to the European and American investment community, that is, they can participate in the development of China through the investment platform of Fosun and share the development benefits of China.
In any case, as Mr. Qian Daqun, Chairman and Chief Executive Officer of IBM Greater China, said, any transformation needs to break through a series of hard and soft constraints, lead to adjustment of rules and redistribution of benefits, from small to medium-sized enterprises, and to the general economy. The transformation is not an easy task.
The transitional opportunity was determined and then moved. In the first year of the Twelfth Five-Year Plan, leaders of China’s mainstream companies are starting a new round of growth cycles in their more optimistic expectations and relatively cautious actions. Transformation and upgrading during expansion became a common option for most entrepreneurs.
In the eyes of more than 40 business elites participating in the “leader watching 2011†interview of this newspaper, growth is still the main theme of the company in the new year and even the next five years. However, it can be foreseen that, in the period when China will speed up the transformation of its economic development mode, the company’s preference for scale expansion will gradually give way to improved efficiency and transformation and upgrading.
From the year of 2008 to the end of each year, the “Economic Observer†will invite the leaders of mainstream enterprises in China’s key industries to participate in the annual CEO survey or interviews, and analyze the macroeconomic situation and industrial trends in the coming year to analyze the opportunities of the enterprises. The decision-making approach and action path to the challenge.
Compared with the previous two years, the uncertainty of the economic situation in 2011 is decreasing, the strong expectations of entrepreneurs for inflation tend to be consistent, and new growth engines, especially consumption upgrades and mobile interconnections, have also become powerful. Achieving growth in inflation will again become the primary mission of entrepreneurs.
Inflation increased by two years and inflation returned.
Compared with inflation expectations at the beginning of 2008, entrepreneurs’ expectations for this year have become more intense. This is due to the observed quarterly rise in consumer prices since 2010 and the government’s frequent attempts to control inflation. On the other hand, it stems from the personal perception of the increasing costs of corporate operations.
More than 40 entrepreneurs participating in this year’s interview with the newspaper are the helm of leading companies in various industries. They include state-owned, private, foreign-funded and other types of enterprises, and are evenly distributed in the energy and raw materials, consumer services, manufacturing logistics, technology and other major four major sections.
No matter if it is in the manufacturing industry of Hisense Group, Caterpillar, or in the service industry, the New Oriental and Ciming medical examinations all mentioned in this year's interview that the raw materials and operating costs have risen since 2011, and profits are being eroded. It has even entered a meager state.
Most entrepreneurs expect that, at least in the first half of this year, the momentum of inflation will continue and companies' costs will increase further. In addition to land, energy, and bulk raw materials that may continue to rise in price due to tight supply, the spread of "employment shortage" raises labor costs, and raising the cost of capital through tightening monetary policies is also expected by many entrepreneurs.
Zhou Houjian, chairman of Hisense Group Co., Ltd., said that multiple factors in the domestic market are driving costs together. If they cannot take effective measures to increase efficiency and reduce costs, companies may experience passive situations of “increasing income without increasing profits†or even “increasing revenues and reducing profitsâ€.
In the face of challenges, the excellence of outstanding entrepreneurs lies in accurately studying the situation and responding in advance. In fact, many entrepreneurs have begun to adopt various measures to increase revenues and reduce expenditures, reducing the drag on costs caused by rising costs. Zheng Nanyan, CEO of 7 Days Inn Hotel Group, said that the 7-day hotel cancelled the one-off items in the room from March last year. Each room can save 3 yuan per day. This measure is largely to cope with the possibility of this year. The cost rises.
Do not underestimate this 3 yuan, to 7 days the hotel is currently nearly 40,000 rooms, only this one, will be able to save 120,000 yuan per day cost.
For businesses, inflation is not all a bad thing. Since China's economy is basically well-oriented, a certain degree of inflation is conducive to business expansion. Many entrepreneurs have already planned to accelerate expansion in a moderately inflationary environment, and have followed suit to transfer some of the rising costs downstream.
Most entrepreneurs interviewed by this newspaper chose the expansion strategy in 2011. They generally believe that the sustained and rapid growth of the Chinese economy is sufficient to support the expansion of enterprise scale and the expansion of production capacity.
Entrepreneurs are betting on a more important bargaining chip growth, it is generally expected that the Chinese domestic market will be activated under the policy stimulus, and domestic consumption will become a new engine to promote business growth.
Yang Wenjun, president of Mengniu Group, the new consumer engine, is a determined and optimistic person in the domestic market. He analyzed that the "Chinese motivation" for the next decade will come from consumption. Whether it is the Fifth Plenary Session of the 17th CPC Central Committee or the 12th Five-Year Plan, the driving forces for future development are clearly defined. They are the expansion of domestic demand and the promotion of consumption. In particular, as the income of residents increases, consumption is also mentioned as driving the Chinese economy. The development of the "troika" in the first place.
Although the industry tends to think that the large-scale pull of domestic demand will take time, the two trends from the domestic consumer market are already very clear. First, the potential demand of the 3rd and 4th cities and rural markets is being transformed into purchasing power with the ability to pay, and secondly, the consumption upgrading of the first and second-tier cities has become a trend.
Cosmetics giant L'Oréal and diamond company Hansin Diamonds are deeply impressed by the above two changes in the Chinese consumer market. Laurent Attal, executive vice president of L'Oreal, said that the company is currently working hard to develop deeper places in China, especially in the second and third tier cities, and to invest in the provision of beautiful products and services for consumers in those areas.
Li Houlin, chairman of Hanson Diamonds, feels that more consumers have upgraded from previous primary consumption that meets basic daily life to emotional consumption, such as quality, service, entertainment and personalization, and beauty.
For the current service industry companies, whether they are increasing market coverage or doing deep-skilling in existing market segments, as long as the products and services can meet the needs of consumers, they are expected to share the growth dividend of China's huge market.
Another obvious trend in the Chinese consumer market is that the mobile Internet is becoming more and more deeply involved in people's work and life. The industry expects that this will be a bigger market than traditional PCs within five years.
Around the mobile Internet, from the terminal to the access terminal, from the application to the background, IBM, Microsoft, Hewlett-Packard, Motorola, Lenovo, and every other IT giant has invested heavily in the deployment. According to Chen Xudong, vice president of the Lenovo Group and general manager of China, the mobile internet industry will continue to flourish in 2011, with the rapid growth of functional mobile phones and the popularity of tablet PCs. Major manufacturers will compete fiercely in this area.
In the territory of export-oriented manufacturing companies and investment-oriented enterprises, China is not only a low-cost production base for the world, but also a new territory for the company in the future. Miao Liansheng, chairman of Yingli Group, the world's leading photovoltaic company, said that Yingli now sells about 90% of its products to foreign markets, but from 2011 onwards, the company will gradually increase its efforts in the domestic market, and in 2012 it will be launched in China. Will be bigger.
The privately-owned diversified investment company Fosun Group is trying to introduce foreign capital, jointly exploring the Chinese market, and grasping new growth points such as manufacturing upgrading, expansion of domestic consumption demand, and urbanization, especially the development of the county economy. The chairman of the company, Guo Guangchang, said that Fosun’s internationalization strategy in 2010 has provided a new idea to the European and American investment community. That is, they can participate in the development of China through the investment platform of Fosun and share China’s Development income.
Consumer electronics products are more “consumerâ€ized and glorified. There are two special fires in 2010, “3G mobile phones†and “bibâ€. One represents the mobile phone terminal, and the other is the most popular mobile application. When they came together, the era of the "mobile Internet" that attracted much attention came. Therefore, 2011 is also known as the "first year of the mobile Internet." Actually, there are different opinions about this appellation. In my opinion, starting from China’s 3G in 2009, with the joint efforts of the three major operators and numerous terminal manufacturers and the overall industry chain, China’s 3G users are enjoying a joyful speed. In constant growth. The entire 3G industry chain, from the operating system to the terminal brand to the application, and even the application store, has grown rapidly, the industrial chain structure is perfected, and it has laid a solid foundation for the industry.
But before we reach the other shore, we still need several necessary and sufficient conditions. The first is the terminal. Smart phones must be the best partners for high-speed networks. Previously selling mobile phones was selling hardware, but now, more and more consumers will ask "What mobile phone is the operating system." Indeed, a good operating system, coupled with a huge application chain behind it, will ignite the enthusiasm of the industry like stimulants. In 2011, smart phones will continue to grow, even accelerate, and spread to a wider area in an “infiltration†manner. After the mobile phone experienced the development from "communications tools" to "hyper-terminal", it also ushered in a new round of qualitative change, the mobile phone will be from the user's "psychological dependence" to a more extreme "living dependence", the mobile phone is your ID card , wallets, even your home door, car keys, and more.
Many people are worried about the acceptance of smart phones by Chinese users. They think that the threshold for the use of smart phones is too high. But in fact, Chinese users are the most sensitive users of mobile phones in the world. They are pleased to accept the progress of science and technology; and with the development of operating systems and more applications, smart phones will be more “simple†rather than “simpleâ€. Android is the best example. Every step of Google’s small improvements began with layout, upgrades, integration, and now An-droid 2.3 has already begun to experiment with mobile payments, 3.0 will better support tablets, and 3D GoogleMap; these advances will accelerate the entire industry Rapid development.
At the end of the content, some veteran Internet companies began to try to "move" themselves. Microblogging wars have begun to emerge. Emerging entrepreneurial enterprises are constantly searching for new business opportunities. There are many ways to get more users. The first is the application of "fragment time." Some small and clever application designs are indispensable; for example, in 1 minute, it may be waiting for a car, waiting for someone, or being bored. Turning these “boring†into “talking†will be very “talking†"For example, instant messaging, microblogging, video, and electronic paper books are all the same." For terminal manufacturers, the "marriage" between mobile phone manufacturers and Internet companies will continue to be a trend in 2011. Another point is "regionalization." The essence of the mobile Internet is "mobile", which completely opens up online and offline. The current application of LBS is still only CHECKIN, but some foreign companies have begun to combine with some ground promotions. The LBS can be a user's "social platform", and can also be a business "business information platform" to help businesses find more accurate users; it can also use location services to place some "cloud" services such as games and pictures. People have greater interest and involvement in the things around them.
The last is the price. With the promotion of operators, the price of smart phones will be reduced in 2011, and smartphones under 1,500 yuan will become mainstream. In the traditional 2G market, the price will be even lower, and the main battlefield will basically fall below 300 yuan. If you eat one or two meals, you can exchange a mobile phone, and you can also speed up the replacement frequency of users, so that the "electronic consumer goods" of mobile phones can be more "consumed."
Achieving profitable growth Cheng Meiji will be a year worth looking forward to in 2011 for China, and the 12th Five-Year Plan will soon start. The path of development experienced by all industrialized countries in the world is the same. In the next five years, the global macro trends—urbanization, climate change, population structure change, and globalization—will continue to profoundly affect China’s social development. The Chinese economy will face major challenges in how to speed up the transformation of development methods.
I believe that after experiencing the rapid development during the 30 years of reform and opening up, China will enter a “platform period†and “finishing period†for development in the next five years, and economic growth will shift from “pursuit of speed†to “pursuit of qualityâ€.
Looking ahead to 2011, the industry is faced with the need to “carefully plan†to live—from the extensive development of over-reliance on resources to the transformation of resource-saving and innovation-driven technological development. Energy is faced with the need to "open source and reduce expenditure" - from the excessive reliance on traditional fossil fuels to the continued use of new energy sources. Medical care will focus more on balanced development and allow more ordinary people to enjoy high-quality medical services. We can foresee that in these industries, more and more local Chinese companies will continue to grow and develop, bringing more fierce competition to the market and bringing more opportunities for cooperation.
Siemens, as the world's largest company providing green technology, will continue to share our global successes in the process of sustainable development in China, and will leverage our strengths in green innovation and technology, together with our partners in China. Deal with the major challenges in the process of China's economic transformation.
At present, we have the world's most extensive and comprehensive environmental-related business portfolio and can make direct and practical contributions to China's sustainable development. Last year, our products and solutions helped customers around the world achieve carbon dioxide emission reductions of 270 million tons, which is equivalent to the combined annual CO2 emissions of six cities in Hong Kong, London, New York, Tokyo, Delhi and Singapore.
The “Twelfth Five-Year Plan†will be a crucial period for China’s economic transformation. For Siemens China, the most important thing is to grasp the historic opportunities, conform to the trend of China’s economic and social development, touch the specific needs of the Chinese market, and base ourselves on The successful experience gained in the world has actively participated in the historical process of achieving sustainable development in China.
Under the background of China’s economic transition in the next few years, whether we can continue to consolidate our competitiveness in the Chinese market will depend on three strategic factors:
First, we must base ourselves on sustainable economic development: This is the understanding we have drawn from the economic crisis of the past few years. This means to protect the environment and improve people's livelihood while realizing the company's revenue. Second, we must rely on innovation. Third, to strengthen innovation, we must rely on cooperation, especially strategic cooperation in R&D and education and training.
Since joining Siemens last year, I have established three recent priorities. The first is to accelerate talent development; the second is to achieve profitable growth, which includes: We need to sell more existing products, and our product prices must reflect the full value they bring to customers; for those that we have not fully entered yet Market segments, the M3/M4 market, develop new products; look for opportunities to acquire or cooperate with companies that have products and capabilities that suit Siemens' current target markets that are not yet fully accessed or explored; and use our core capabilities to drive Emerging and future market trends, smart grid applications and electric vehicles are good examples. The third focus is to strengthen Siemens brand building in China. I hope that through constant exchanges with local employees, Chinese government officials, suppliers and customers, I will continue to increase mutual confidence and let them know about Siemens, Siemens and Siemens.
The cost of polysilicon will continue to fall. Shu Hua In 2011, policy adjustments in various countries will increase the volatility in the photovoltaic market, but overall, the global photovoltaic market will still have a strong demand and maintain an upward trend.
Countries such as Germany and Italy will continue to reduce PV on-grid tariff subsidies, which will have a short-term impact on the market. From another point of view, I think that this actually confirms the potential for reducing the cost of photovoltaic power generation, and it is long-term positive for the sustainable development of photovoltaic power generation. From the perspective of the entire industry, the overall cost of the industrial chain has decreased significantly, and the relative subsidy has not changed.
In addition, due to the decline of the overall industrial cost, it will promote the rapid growth of photovoltaic applications in the United States, Japan, India and other countries, thus creating new opportunities for the entire industry. I expect 2011 global PV market demand will maintain the level of 2010 and continue to grow. Photovoltaic demand will increase rapidly in 2012.
In 2010, it was a year in which the global photovoltaic industry had an unprecedented outbreak. It is estimated that the global installed capacity will reach 16GW, and the growth will almost double. For GCL-Poly, we took full advantage of the integration of our polysilicon business and the silicon wafer business, and achieved a better-than-expected business performance.
First of all, we have increased the investment in technological innovation and completed technological transformation projects such as chlorination reforming, reduction furnace optimization, reformation of distillation systems, and upgrading of ingot casting equipment. The product quality was improved while the cost was reduced. The polysilicon production cost was reduced to US$23.8/kg in September 2010.
At the same time, we took the strategy of embracing customers, built chip factories around customers, and seamlessly connected with customer supply chains, cementing our cooperation with customers.
At the end of 2010, GCL-Poly's wafer production capacity reached 3.5 GW, and its polysilicon production capacity reached 21,000 tons. It has become a globally influential and competitive silicon material product manufacturer and supplier. In order of 2010 production, GCL-Poly has entered the ranks of the world's seven largest polysilicon giants. 2011 is the first year of the “Twelfth Five-Year Planâ€, and the country will start a new round of investment and construction in the new energy field.
According to the analysis of the development prospects of the photovoltaic market, we have identified clear development strategies: First, we continue to follow the path of connotative development, respond to market volatility with a robust expansion strategy, and second, work hard on customer value, profitability models, and key resources. The key processes and other aspects, to create an ideal business model; Third, with the advantages of batteries, components in the industrial chain to build long-term strategic alliance; Fourth, through technological innovation and internal potential to continue to reduce product costs, polysilicon production costs in 2011 is expected to drop To 20 US dollars / kg.
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