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后疫情的2020年The Post-Epidemic 2020
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简一大理石瓷砖董事长
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简一集团董事长李志林认为,当前有两个变化需要引起重视:一个是人口的红利已经消失,但是人心的红利时代到来。经营最大的成本还不是我们看得见的材料、人工等等成本,最大的成本是看不见的顾客对我们的不信任,如果能够率先取得客户的信任,那就是赢得人心,赢得了人心红利。另一方面,市场增量的红利逐步消失。现在中国进入中高速发展高质量发展阶段,靠市场拉动力量变少,消费升级是不可逆转的趋势。增量在消失,增值市场到来,只有把产品和服务做好,那么市场不是缩小而是增大,所以顺着市场去做,量大低质这个时代已经过去,靠机会赚钱的机会越来越少。
6月6日,星期六,简一大理石瓷砖董事长李志林在一场活动上分享了他的主题演讲《后疫情的2020年》。李志林认为,新冠疫情属于百年一遇的重大灾难,会导致世界格局的改变,“中长期来说我相信对中国是利好的,会塑造我们走向世界的中心。”
回到陶业视角,李志林表示陶瓷人要坚定信心,“扛过短期阵痛,把控中期风险,迎接长期利好。”如今,陶企面临着资源、政策、增量市场三大红利消失的挑战,不过,李志林指出,未来陶业会有两大红利,一个是看得见的“增值红利”,一个是看不见的“人心红利”。
Li Zhilin, chairman of GANI group, thinks that there are two changes that need to be paid attention to at present: one is that the dividend of population has disappeared, but the dividend era of people's hearts has come. The biggest cost of operation is not the visible cost of materials, labor and so on but the invisible customer's distrust of us. If we can take the lead in gaining the customer's trust, it is to win people's hearts. On the other hand, the market's incremental dividend gradually disappeared. Now China has entered the stage of medium and high-speed development and high-quality development. With less market-driven forces, consumption upgrading is an irreversible trend. The increment is disappearing and the value-added market is coming. Only products and services are good enough, then the market is not shrinking but increasing. So follow the market, the era of large quantity and low quality has passed, and the opportunity to make money is becoming less and less.
On Saturday, June 6, Li Zhilin, chairman of GANI marble tiles, shared his keynote speech "post epidemic 2020" at an event.Li Zhilin believes that the epidemic is a once-in-a-century major disaster, which will lead to changes in the world pattern. "In the medium and long term, I believe it is good for
China and will lead us to the center of the world."
Back to the perspective of ceramic industry, Li Zhilin said that ceramic people should be firm in their confidence, "shoulder the short-term pain, control the medium-term risk, and meet the long-term good."
Today, ceramic enterprises are facing the challenge of the disappearance of three major dividends: resources, policies and incremental markets. However, Li Zhilin pointed out that in the future, there will be two major dividends in the ceramic industry, one is the visible "value-added dividend" and the other is the invisible "people's heart dividend".
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后疫情的2020年
THE POST-EPIDEMIC 2020
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在历史的发展过程中,但凡遇到重大灾难,比如说战争、自然灾害、瘟疫,都会带来一些格局上的变化。大家知道这次疫情是百年一遇,上一次是西班牙流感病毒,距今100多年。现在我们中国取得了阶段性的胜利,但未来联防联控可能是一个长效的机制,对我们来说短期震动已经过去了,但更大的问题可能在中期风险的把控,这可能是一年两年或者是三年。大家都看到了,美国不断地对我国采取一些很过分的行为,这跟美国将中国作为战略对手有很大的关系,这次疫情更加提升了(美国)对中国围堵的力度,未来(美国)还会有什么样的手段还真是不好把控。所以这次两会我们看到是没有设置经济指标的,我想也是对这种中期的风险控制还要做一些调整。
这次疫情,会对世界产生一些格局性的变化,有一些(国家)可能会更好,有一些可能就掉下来了。中长期来说我相信对中国是利好的,会塑造我们走向世界的中心。
In the course of historical development, any major disaster, such as war, natural disaster and plague, will bring about some changes in the pattern.
We all know that this outbreak is once in a century. The last one was the Spanish influenza virus, more than 100 years ago. Now China has won periodic victories, but the joint defense and joint control may be a long-term mechanism in the future. For us, the short-term shock has passed, but th
e bigger problem may be in the medium-term risk control, which may be one year, two years or three years.
We have seen that the United States continues to take some very excessive actions against China, which has a lot to do with the United States taking China as a strategic opponent. This epidemic has increased the intensity of containment against China. What kind of measures for US to take in the future is not clear. Therefore, we have not set economic indicators in the two sessions, and I think we need to make some adjustments to this medium-term risk control.
This epidemic will bring about some structural changes in the world, some (countries) may be better, some may fall down. In the medium and long term, I believe it is good for China and
will lead us to the center of the world.
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