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鄭培明總裁談奧的斯電梯從美國(guó)聯(lián)合技術(shù)公司獨(dú)立出來(lái)

2019-12-26 來(lái)源:第一財(cái)經(jīng)YiMagazine作者:新電梯網(wǎng) 瀏覽數(shù):3575 新電梯網(wǎng)

核心提示:我們真正獨(dú)立要到2020年第二季度,這也是美國(guó)大公司發(fā)展的一個(gè)趨勢(shì)。在1950、1960年代,甚至更早的階段,大公司經(jīng)歷了合并潮。企業(yè)通過(guò)收購(gòu)、兼并整合在一起,形成多元化、跨行業(yè)的經(jīng)營(yíng)。它帶來(lái)了一系列的好處,企業(yè)的規(guī)模變得更大,周期被相互抵消,所以業(yè)務(wù)表現(xiàn)、財(cái)務(wù)表現(xiàn)更加穩(wěn)定,對(duì)于投資者的吸引力進(jìn)一步加大。

在接受記者采訪(fǎng)時(shí),奧的斯中國(guó)區(qū)總裁鄭培明先生談獨(dú)立后的機(jī)會(huì)和風(fēng)險(xiǎn)時(shí)提到:

"我們真正獨(dú)立要到2020年第二季度,這也是美國(guó)大公司發(fā)展的一個(gè)趨勢(shì)。在1950、1960年代,甚至更早的階段,大公司經(jīng)歷了合并潮。企業(yè)通過(guò)收購(gòu)、兼并整合在一起,形成多元化、跨行業(yè)的經(jīng)營(yíng)。它帶來(lái)了一系列的好處,企業(yè)的規(guī)模變得更大,周期被相互抵消,所以業(yè)務(wù)表現(xiàn)、財(cái)務(wù)表現(xiàn)更加穩(wěn)定,對(duì)于投資者的吸引力進(jìn)一步加大。隨著之后幾十年的發(fā)展,一些大公司變得越來(lái)越龐大,每一塊業(yè)務(wù)單位都擁有相當(dāng)?shù)囊?guī)模,這時(shí)候抱團(tuán)取暖的意義就已經(jīng)不大。如果獨(dú)立開(kāi)來(lái),可以讓這個(gè)公司更加專(zhuān)業(yè)地針對(duì)自己的行業(yè)、客戶(hù)的特點(diǎn)來(lái)投資和管理。所以現(xiàn)在國(guó)際大公司又出現(xiàn)了拆分潮,讓大規(guī)模的業(yè)務(wù)單元獨(dú)立出來(lái)。所謂風(fēng)險(xiǎn),從投資者的角度來(lái)看,由于我們的業(yè)務(wù)相對(duì)單一,任何的市場(chǎng)波動(dòng)或者決策當(dāng)中的變化,會(huì)更加直接地影響到業(yè)務(wù)表現(xiàn),從而影響到投資者的收益。但是對(duì)于客戶(hù)和市場(chǎng)來(lái)說(shuō),這是一個(gè)正面的變化,因?yàn)槲覀兛梢愿訉?zhuān)注地深耕市場(chǎng)。"

Zheng Peiming, President of Otis China On Otis Spinning Off from UTC

During the interview, Zheng Peiming, President of Otis China, on the potential opportunity and risk of spinning-off Otis, has mentioned:

The real independence will truly come in Q2, 2020, which is a normal trend in the U.S.A. too. In 1950s and 1960s, even earlier, corporations have experienced a period of merger. Conglomerates developed a series of diversified and cross-industry operation form through acquisition and merger. This type of development brings a sequence of advantages. As the enterprise grows bigger, the market cycle in different industry could render strengths to compliment other weaknesses. And thus there’d be more stable performance in business and financial reports, leading to stronger attraction to investors. However, it matters less when every business sector grows into a certain capacity, as reciprocal benefits decrease as well. Spinning off from the mother company would provide a better chance for each business to invest and manage accordingly. And therefore, after a separation, from the perspective of an investor, any changes in the market or strategy could directly exert an influence the performance, resulting in unstable revenue for them. As we are a relatively pure-play company, it’s a positive alternative for us to dig deeper in the market, which is good for clients and the market.

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