The Pursuit and Dream of the Spike of "Egoist" of "Lie to the People"
Release time:
2021-04-12
3月23日,中国水泥网以《“利人”的“利己者 尖峰的追求与梦想》为题,发表了对集团公司董事长蒋晓萌的专访。采访中,蒋晓萌对中国水泥行业未来发展趋势发表看法,并介绍了尖峰水泥产业今后一个时期内的发展思路。在此对该文全文转载。
2020年,面对复杂的国内外经济环境,水泥行业依旧保持了良好的发展态势。据国家统计局数据显示,2020年全年水泥产量23.77亿吨,同比增长1.6%,全国水泥行业实现利润1833亿元,仅略低于历史最高的2019年。
“狭路相逢勇者胜”,只有真正的强者才能在时代的浪潮中挺直脊梁。水泥行业在2020年的表现,让我们重新认识了这个传统行业在经历外部环境变化过程中展现出的韧性,这得益于近年来国内水泥行业高质量发展成果的支撑,也得益于一批优秀水泥企业突出的应变能力以及卓越的战略发展眼光。
从历史深处走来 水泥强企历久弥新
2020年12月,中国建筑材料企业管理协会发布“2020中国建材企业500强系列榜单”,尖峰集团再次名列“中国建材企业100强”。历经疫情的洗礼,拥有60多年历史的尖峰集团,在过去的一年依旧保持了良好的发展态势。
浙江尖峰集团股份有限公司(简称:尖峰集团)前身为创建于1958年的金华水泥厂,1988年11月进行股份制改造后,1993年公司股票在上海证券交易所上市,成为中国水泥行业第一家上市公司。
尖峰集团以水泥起家,在60多年的发展历程中,不断进行内涵提升和外延扩张,先后涉足了多个行业,最终形成目前以水泥和医药为主,以健康品、商贸物流等为辅,“双轮驱动、两翼并举、优势互补“的经营格局。
在过去的2020年,突如其来的新冠肺炎疫情深刻地影响着国内各行各业,水泥行业亦是如此。工程开工进度放缓,市场启动时间延后,为水泥企业提高经营管理能力提出了新的挑战。特别是在湖北,市场影响尤为明显。据中国水泥网行情数据中心消息,直到2020年5月,湖北水泥市场才逐步启动,而往年启动时间基本在4月左右。
尖峰集团水泥业务主要分布于湖北、云南、贵州等地,受疫情冲击较为明显。面对疫情影响,尖峰集团积极采取应对措施,将不利影响降到了最低。
据尖峰集团董事长蒋晓萌介绍,尖峰集团一方面利用停产时间,加紧设备检修工作,为复工复产做好充分准备,保障了后期市场开启后,生产线的高效稳定运行;另一方面,提前为复工复产储备原燃材料,在市场需求发力后可以第一时间投入满负荷生产;同时,尖峰集团积极协助地方政府做好防疫工作,除捐赠数百万元的现金和物资以外,竭力做好各地企业的疫情防控,为早日控制疫情,实现全面复工复产创造条件。
得益于积极有效的应对策略,尖峰集团将疫情影响降低到最小,除湖北大冶尖峰产量略微下滑以外,集团及下属企业的生产经营较为稳定。
1月,中国水泥网发布“2019中国水泥熟料产能百强榜”,尖峰集团位列第50位;
3月,尖峰药业产品盐酸帕罗西汀片顺利通过仿制药质量和疗效一致性评价;
4月,金华市首次发布“创造力企业五十强”名单,尖峰药业公司名列其中;
7月,尖峰国际贸易公司获得有“网络货运”资质的道路运输经营许可证,是金华、衢州地区第一家获得这一资质的企业;
7月,上海北卡公司下属两家子公司,安徽众望制药有限公司、安徽尖峰北卡药业有限公司重组合并,成立安徽新尖峰北卡药业有限公司;
8月,国家药品监督管理局南方医药经济研究所下属机构评定的“2019年度中国医药工业百强”系列榜单发布,尖峰药业入围百强企业;产品贝润宁(盐酸奥洛他定滴眼液)入选中国医药“最具成长力产品品牌”;
9月,尖峰药业新产品注射用艾司奥美拉唑钠获得国家药品监督管理局核发的注册批件。尖峰药业公司成立新药研发推进委员会;
9月,云南尖峰水泥公司被评为云南省节水型企业;
11月,投资7.58亿的东西部扶贫协作重点项目贵州黄平尖峰水泥有限公司4500t/d项目正式投产;
……
2020年,面对复杂的外部环境,尖峰集团依托先进的管理和突出的技术成本优势,整体经营情况影响不大,展现出一个60多年历史的“老企”应有的韧性和实力。
未来的水泥企业具备四大优势
水泥作为一种基础性大宗建材产品,行业发展的周期特性极为明显。从国外发达国家发展经验来看,在经济发展初期,基建和房地产等高速发展,带动水泥需求大涨,水泥产能规模持续扩张,但是随着经济发展日益成熟,经济转型开始出现,水泥市场需求无一例外会步入下行通道,并逐步到达一个相对平稳阶段。
以日本为例,战后经济恢复,基建和房地产高速发展,一度导致该国水泥需求达到9000万吨规模,但是随着经济增速的下滑,特别是“失落的十年”出现,水泥需求几乎腰斩。日本水泥行业也不得不开启洗牌模式,最终形成数家水泥企业分割市场,以质量和服务提升效益的阶段。
我国国土面积广阔,区域经济发展不平衡,水泥市场需求很难出现类似日本的腰斩情况,但是未来水泥需求步入下行通道亦是必然。
蒋晓萌认为,受国家综合立体交通网建设以及“一带一路”倡议的影响,未来基建仍然会对水泥市场需求带来强力支撑,在业内企业的共同努力下,预计3-5年内,水泥行业仍将处在相对平稳的发展期。但基于水泥行业周期特性,未来水泥需求下滑,市场竞争加剧将是必然,届时将真正考验一个企业的硬实力,最终“活下来”的水泥企业需要具备四大要素。
1、超高的环保要求,最大限度降低环境负担。
水泥是全人类目前能够找到的最理想的建筑材料,且在可以预见的未来仍然难以找到有效替代品,然而水泥生产工艺决定了水泥生产必然会造成污染物的排放,因此如何利用最小的环境代价满足社会经济发展需求成为水泥工业绿色发展的关键,因此“绿色”将是未来水泥企业的核心标签之一。
蒋晓萌说,基于水泥的刚性需求及污染排放特性,水泥行业的绿色发展需要实现两个方面的同步推进。
一方面,水泥企业需要加强自身污染物治理,并不断通过技术和管理的提升来实现超低排放,同时加大绿色矿山、厂区环境建设,打造现代化绿色环保工厂;另一方面,利用产能置换政策,在进一步优化布局水泥生产线的同时,利用更新、更先进的水泥生产线,替代老旧生产线,降低污染物排放量。
当前水泥行业的产能过剩很大程度上表现为区域产能的不平衡,一些市场需求大,水泥生产线分布较少的区域仍然面临供不应求的情况,导致这些地区不得不高价从外地输入水泥,不仅带来严重的运输污染问题,还降低了地区经济建设过程中的资金利用效率。
因此,蒋晓萌认为,产能置换政策应该因地制宜,尽量压缩严重过剩区域水泥产能,放宽市场空窗地带水泥产能准入条件,以新线替代老线,优化区域水泥生产线布局,以此推动水泥行业加速高质量发展,相关企业也将发挥更大的社会、环境、经济价值。
2、发展循环经济,变身城市绿肺。
国内水泥行业经过百余年发展,水泥厂的功能已经不仅仅局限于提供水泥这一种建筑材料,而是更多的在促进城市发展,改善人民生活方面发挥更大的作用。
比如近年来,水泥行业兴起的协同处置城市垃圾和危险废弃物,利用水泥窑温度高、物料停留时间长等特点,有效解决了传统处置方式存在的占用土地资源及二次污染等问题,成为当前生活垃圾和危废处置最有效的方式之一。
蒋晓萌认为,在国内大力推进生态文明建设背景下,水泥厂社会功能“角色”的转变将是必然。
3、先进且完善的生产工艺,能耗低,成本控制力强。
水泥是市场化程度非常高的同质化产品,成本优势在水泥企业市场竞争过程中扮演了至关重要的角色。特别是在区域市场,由于水泥经济运输半径有限(陆路运输通常不超过200公里),成本优势可以保证企业在区域市场竞争中处于有利地位。
面对未来可能出现的市场竞争,加大技术改造,降低生产能耗、提高劳动生产率,进而降低生产成本将是企业生存的关键。
蒋晓萌表示,未来的水泥企业必定是成本优势明显,且“武装到牙齿”的企业。
4、良好的资源获取能力和保障能力。
作为资源依赖性极强的行业,矿山资源极大程度上决定了企业竞争力。
一方面,部分水泥厂经过多年的开采,矿山资源逐步枯竭,如果不能拿到新的优质矿山,将对企业生产经营造成不利影响;另一方面,过去一些水泥厂建设地点并不具备资源条件,长期通过外购石灰石保证生产,造成资源成本居高不下,这一类企业在市场竞争中存在天生的短板。
蒋晓萌认为,水泥企业要适应市场变化,拥有良好的资源获取能力和保障能力极为重要,而善待资源,用好资源则是前提条件。特别是在当前,应加强矿山规划治理,做好资源综合利用,让矿山资源发挥应有的价值。
蒋晓萌说,水泥市场的竞争归根到底是以成本为核心的综合实力的竞争,在经历沉淀之后,未来的水泥行业将呈现强者愈强的趋势。
“利人”的“利己者”
2021年是“十四五”开局之年,在今年“两会”碳达峰、碳中和、数字化转型、绿色发展被重点提及,作为传统的资源消耗型产业,水泥行业需要在新的历史时期,继续加快推进高质量发展,为“十四五”社会经济目标的实现写下浓墨重彩的一笔。
过去60多年时间里,尖峰水泥见证了国内经济的腾飞,并依托绿色发展和技术创新,不断发展壮大,为服务地区经济建设,改善民众生活水平发挥了重要作用。如今,站在新的历史窗口,蒋晓萌与笔者分享了他对于尖峰未来发展的基本构想。
1、优化布局,绿色发展服务建设。
不容否认,在市场经济环境下,盈利是企业生存和发展的必然追求,然而中国有句古话,“君子爱财取之有道”,作为一家有责任感和使命感的企业,在获取必要的投资收益的过程中,为社会、经济、环境发展作出贡献,为民众建设更为美好的生活家园同样重要。
“我们水泥板块在战略上的目标是要做利己者,在有资源,有市场的区域里实现自身发展,在这个‘利己’的过程中,我们也是利人者,善用资源为社会创造价值。”蒋晓萌认为,水泥是刚性需求的大宗工业产品,在未来较长一段时间里仍然难以找到替代品,因此尖峰集团肩负着一项使命,用绿色发展改变民众对水泥的传统印象,用更低的资源消耗和环境影响让民众生活更美好。
为实现这样的目标,尖峰集团将继续深化节能环保技术升级,让水泥厂变身城市绿肺,成为城市发展的必要组成部分。同时优化生产线布局,在一些市场需求旺盛,水泥生产技术落后,且具备产能增长空间的区域加快拓展步伐,进而推动区域水泥产业升级。
以去年投产的黄平尖峰为例,由于采用了最新的生产工艺,配套了业内最先进的六级旋风技术,使该项目吨熟料标准煤耗降到94kg,各项污染物都实现了超低排放。项目投产后为当地贫困群众就业增收、壮大黄平工业经济总量、推动打赢脱贫攻坚战奠定了坚实的产业基础,也将为巩固脱贫攻坚成果、建设“百姓富、生态美”的新黄平作出更大贡献。
2、智慧赋能生产,水泥厂变身“机器人”。
21世纪是智能的时代,数字化、智能化技术的应用将极大程度改变包括水泥在内各行各业生态。当前,水泥行业的智能化正处于起步阶段,但已经成为未来产业转型升级的必然趋势。
蒋晓萌表示,生产力发展是社会进步的催动力,过去百余年,国内水泥生产成本持续下降,资源消耗和污染物排放量大幅降低,为社会经济发展创造了巨大价值,而这些都离不开行业持续的技术升级,生产力的提升从根本上改变了水泥行业面貌。
智能化作为水泥行业技术升级的下一个重要突破口,是行业发展的必然要求。
蒋晓萌表示,水泥的智能化不可能一蹴而就,当前的改造更多是自动化、信息化升级,真正的水泥智能工厂应该是具备自学习、自纠错、自生产的全能“巨型机器人”,接下来尖峰水泥将通过持续的技术改造,结合大数据、人工智能等技术的应用,一步一个脚印,打造百人工厂甚至50人工厂,最终全面建成智能化工厂。
3、两条腿走路,医药、水泥齐头并进。
尖峰集团经过60余年的发展,目前已经形成以水泥和医药为主,以健康品、商贸物流等为辅,“双轮驱动、两翼并举、优势互补”的经营格局。
“水泥是典型的周期性产业,医药则是非周期性产业,二者结合可以很大程度上降低企业经营风险”,蒋晓萌还表示,医药行业研发周期长,需要持续且大量的资金投入,在水泥上升周期用水泥主业培育医药板块,在水泥下行周期,以技术和成本优势巩固水泥板块的同时,依托医药板块反哺水泥,两大板块相辅相成,齐头并进,共同构成了尖峰集团的产业版图。
未来,尖峰集团将利用品牌、技术、管理、资金等优势,在其它有资源和市场优势的区域发展新水泥生产基地,实现布局优化,控制资源,占领市场,做大做强。同时,在医药板块加大高附加值的新产品开发力度,形成抗生素、心脑血管用药、专科用药、健康品并驾齐驱的产品线,占领医药行业前沿阵地。
善利己者必善利人。无论水泥还是医药均与社会经济民生息息相关,尖峰集团对两大产业的极致追求,既是企业发展的需要,也是更好的发挥企业价值,造福一方的需要。

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07-31
General Manager Yu Jianhong to Yunnan Peak to Guide Work
On August 23, Yu Jianhong, general manager of the group company, went to Yunnan Jianfeng cement company for investigation and guidance, and put forward requirements for the key work in the last few months of this year. At the peak of Yunnan Province, Yu Jianhong went deep into the production site to learn more about the current production and operation situation, and convened the middle-level and above management backbones to have in-depth exchanges and discussions with everyone on the problems existing in work efficiency changes, personnel stability, current production and management after the implementation of post optimization and re-organization. Since the beginning of this year, Yunnan's peak production and sales volume, profits and various technological and technical indicators have been relatively ideal. The kiln output in April has also reached the best level since it was put into production. The development and maintenance of the market, the environmental management of the factory area, and the professional quality and mental state of cadres and workers have also been greatly improved. While fully affirming the above achievements, Yu Jianhong pointed out that as the homogenization of the cement market becomes more and more serious, the market changes faster and faster. If we can't recognize the situation and seize the opportunity, enterprises will face more and more problems. In this case, the management backbone should give full play to the role of the backbone, quickly change the management concept, and strive to improve the competitiveness of enterprises. In view of the focus of work in the last four months of this year, Yu Jianhong put forward the following requirements for Yunnan Jianfeng: break the inherent concept of post functions and responsibilities, set up posts and organizational structures around logistics, people flow and capital flow, and cultivate and forge a team that can fight well. To further implement the training of job skills and quality, managers should take the lead in strengthening their own learning and formulate annual, monthly and weekly training plans, through the combination of internal and external training, theory and practice.
2020
07-30
General Manager Yu Jianhong to Yunnan Peak to Guide Work
On August 23, Yu Jianhong, general manager of the group company, went to Yunnan Jianfeng cement company for investigation and guidance, and put forward requirements for the key work in the last few months of this year. At the peak of Yunnan Province, Yu Jianhong went deep into the production site to learn more about the current production and operation situation, and convened the middle-level and above management backbones to have in-depth exchanges and discussions with everyone on the problems existing in work efficiency changes, personnel stability, current production and management after the implementation of post optimization and re-organization. Since the beginning of this year, Yunnan's peak production and sales volume, profits and various technological and technical indicators have been relatively ideal. The kiln output in April has also reached the best level since it was put into production. The development and maintenance of the market, the environmental management of the factory area, and the professional quality and mental state of cadres and workers have also been greatly improved. While fully affirming the above achievements, Yu Jianhong pointed out that as the homogenization of the cement market becomes more and more serious, the market changes faster and faster. If we can't recognize the situation and seize the opportunity, enterprises will face more and more problems. In this case, the management backbone should give full play to the role of the backbone, quickly change the management concept, and strive to improve the competitiveness of enterprises. In view of the focus of work in the last four months of this year, Yu Jianhong put forward the following requirements for Yunnan Jianfeng: break the inherent concept of post functions and responsibilities, set up posts and organizational structures around logistics, people flow and capital flow, and cultivate and forge a team that can fight well. To further implement the training of job skills and quality, managers should take the lead in strengthening their own learning and formulate annual, monthly and weekly training plans, through the combination of internal and external training, theory and practice.
2020
07-31
Spike Pharmaceuticals set out to explore a new sales model
Agency and Terminal Link Production and Chain Cooperation Spike Pharmaceuticals to Explore New Sales Models From August 16 to 21, the 2017 China Pharmaceutical Retail Industry Information Conference (hereinafter referred to as "Xipu Conference") with the theme of "Building a Blueprint-Market Awakening Focusing on Demand" was held in Boao, Hainan. Huang Jinlong, deputy general manager of the group company and general manager of the pharmaceutical company, and relevant leaders of Spike Health, pharmaceutical sales company and Spike Pharma pharmacy were invited to attend the event, to create a new sales model "road". This year coincides with the 10th anniversary of the Western Conference. More than 1200 mainstream chain pharmacies, more than 800 brand pharmaceutical industries, more than 100 cross-border affiliated institutions, more than 130 top domestic and foreign capital institutions, more than 60 representatives of authoritative media, and authoritative experts in the industry, with nearly 4000 people gathered in Boao. The meeting combed the context of the pharmaceutical retail industry in the past ten years, discussed the development of the industry in the new decade, and built a new blueprint for the industry. During the meeting, Huang Jinlong led the peak participants to have in-depth exchanges with the organizers of the conference and industry experts on issues such as the impact of national policies such as the brand strategy of enterprises, the role of brand enterprises in the industry, medical reform, prescription outflow, etc. on the original sales mode of pharmaceutical enterprises. He also had extensive contact with pharmaceutical counterparts and terminal chains, listened to front-line sales experience, collected relevant information on terminal chains, and collected market trends of the top 100 chains. In the past ten years, the scale of drug retail sales in China has increased from 143 billion yuan to 337.7 billion yuan, and the chain rate has increased from 35.3 percent to 49.4 percent.
2020
07-31
General Manager Yu Jianhong to Yunnan Peak to Guide Work
On August 23, Yu Jianhong, general manager of the group company, went to Yunnan Jianfeng cement company for investigation and guidance, and put forward requirements for the key work in the last few months of this year. At the peak of Yunnan Province, Yu Jianhong went deep into the production site to learn more about the current production and operation situation, and convened the middle-level and above management backbones to have in-depth exchanges and discussions with everyone on the problems existing in work efficiency changes, personnel stability, current production and management after the implementation of post optimization and re-organization. Since the beginning of this year, Yunnan's peak production and sales volume, profits and various technological and technical indicators have been relatively ideal. The kiln output in April has also reached the best level since it was put into production. The development and maintenance of the market, the environmental management of the factory area, and the professional quality and mental state of cadres and workers have also been greatly improved. While fully affirming the above achievements, Yu Jianhong pointed out that as the homogenization of the cement market becomes more and more serious, the market changes faster and faster. If we can't recognize the situation and seize the opportunity, enterprises will face more and more problems. In this case, the management backbone should give full play to the role of the backbone, quickly change the management concept, and strive to improve the competitiveness of enterprises. In view of the focus of work in the last four months of this year, Yu Jianhong put forward the following requirements for Yunnan Jianfeng: break the inherent concept of post functions and responsibilities, set up posts and organizational structures around logistics, people flow and capital flow, and cultivate and forge a team that can fight well. To further implement the training of job skills and quality, managers should take the lead in strengthening their own learning and formulate annual, monthly and weekly training plans, through the combination of internal and external training, theory and practice.
2020
07-31