2015.02.11 CoStone Capital 浏览次数:
The sixth CoStone Mater Forum kicked off at Yalong Bay in Hainan on February 11, 2015. The theme of the Forum was "Platform Strategy & Internet Thinking".
February 11, 2015
The sixth CoStone Mater Forum kicked off at Yalong Bay in Hainan on February 11, 2015. The theme of the Forum was "Platform Strategy & Internet Thinking". Chen Weiru, author of the Platform Strategy and Associate Professor at China Europe International Business School (CEIBS), and Tai Hongwei, Executive Education Director at Cheung Kong Graduate School of Business (CKGSB), delivered lectures on the topic.
Prof. Chen on the Platform Strategy
We are in a WeChat era where information sharing is ubiquitous and the human history never lacks innovation. At the outset of the speech, Prof. Tai did a trick of "Mind Reading" and displayed to the audience how amazing it would be if having adopted a new thinking.
Internet Thinking-Upending & Innovation
Both Prof. Chen and Prof. Tai talked about the mobile phone sector and they gave the same reason for Nokia being defeated by Apple: The failure of Symbian led to the fall of Nokia directly; at the same time, Apple upended the industry by developing top mobile phones whose calling role was minimized.
They also made bold forecasts on the economy and society under the impact of the Internet. "Finance will continue to thrive but banks will disappear. Education will develop further but no school will be needed." Finally, Prof. Tai's conclusion of "Five Levels" and "Nine Mindsets" of the Internet Thinking directed the way of transformation for the entrepreneurs present.
Speaker
Prof. Chen Weiru
Chen Weiru is an associate professor at China Europe International Business School (CEIBS), with a Strategic Management PhD received from Purdue University. He focuses on business model innovation and corporate transformation. He is the owner of the CEIBS Teaching Excellence Award and the Best Teaching Award of INSEAD and Purdue University. Prof. Chen has multiple articles published in top journals such as Academy of Management Journal, Organization Science, Strategic Management Journal, Research Policy and Strategic Organization.
Mr. Tai Hongwei
Mr. Tai Hongwei is the Executive Education Director at Cheung Kong Graduate School of Business (CKGSB). His mission is to lead innovative organizations and promote innovation, revolution and internationalization of organizations. He used to be the Chief Talent Officer at IBM. Then he taught at the universities in China and in the United States for 8 years and worked at AT&T for 4 years. During the 12 years at IBM, he was responsible for talent training and development in various countries and regions. He helped IBM achieve double-digit growth through innovation, transformation and globalization. He also put in place many talent development projects, including two patents and two copyrights.
Rewritten by Jiang Xiaomei, Edited by Li Yunzhen, Du Zhixin
去年我写了三篇文章：《我们究竟需要什么样的资本市场》、《什么是真正的“做多中国”》和《汽车界下一个退场的会是谁？》，引发了一些反响。
三篇文章看似三个主题，其实还是一个主题——什么是真正的“做多中国”。
我的核心观点很简单，也是我二十多年来始终强调的：
企业家在经济与产业发展中具有不可替代的作用。因此，支持民营企业、培育和保护企业家精神，才是推动发展与进步的核心要义。
民营企业家的信心何在？来自对未来的良好预期，包括对政策、法律、营商环境、产权以及安全等各个方面的预期，其底层逻辑是法治社会和市场决定论。
如何激励企业家创新创业？核心在于创造巨大的财富效应。一个包容的、有强大财富效应的资本市场，对保护企业家精神、激励创新创业、推动科技发展具有至关重要的作用。注册制的核心是调动全社会的创业和投资热情，进而改变全社会的融资结构。
为何去年我又开始密集地提及这些问题？因为我们确乎已经处于世界大变局的关键时点了，一切都在加速演进。
在政治上，国际格局深度调整，地缘政治博弈升级，新旧力量激烈竞逐。如何续写和平与发展、稳定与繁荣的篇章，深刻地考验着各国的智慧与担当。
在科技上，技术革命方兴未艾，前沿科技不断突破，人工智能风起云涌。第四次工业革命或将以前所未有的力度推动生产力的大发展，从而深刻地改变国家前途与人类命运。
在产业上，新兴产业不断解码，中国智造强势出海，市场竞争如火如荼。以新能源汽车产业代表的新兴产业，中国正在席卷全球，行业的淘汰赛将加速。在汽车机器人时代，即人工智能与芯片定义汽车的时代，比人聪明的汽车机器人登上舞台将是这个产业的奇点！
对于投资来说，2024年，中国经济和资本市场都经历了一个从低估到价值回归的过程。
长恨春归无觅处，不知转入此中来。在一些行业和企业表现暗淡的同时，很多新兴企业正在崛起。
正如我在基石资本的22条投资“军规”中强调的那样：投资与宏观经济无关。股市不是经济的晴雨表。从5至10年来看，资本市场与宏观经济并不成正比。同时，股价走势与企业绩效也并非完全对应。
投资不是投资宏观经济，也不是投资行业和赛道，而是投资活生生的企业和企业家。我们投资的是微观中代表新经济的优秀企业。
站在2025年的新起点，AI的征程才刚刚拉开大幕，让我们继续坚定不移地重仓硬科技，大力支持民营企业发展，持续为中国经济和产业发展注入新动力，打好这场“做多中国”的持久战。