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刘顺达 火电企业如何止损--亲稳网络舆情监测室
2012-08-01
《英才》2012年第8期
《talent》2012 years of 8
清晨长跑是中国大唐集团公司(以下简称大唐集团)董事长刘顺达每日必修的功课之一。
Early morning run is China datang company(Hereinafter referred to as the datang group)The chairman of one of LiuShunDa daily lessons compulsory。
“一般我跑到八九公里的时候,会觉得累,但因为我的目标是十公里,所以我可以超过这个距离,但假如我的目标只是五公里,可能我跑到六七公里的时候就很累了。”
“In general, I run to nine kilometers,Will feel tired,But because my goal is 10 kilometers,So I can more than the distance,But if my goal is just five kilometers,May I ran to the six or seven kilometers of time is very tired。”
在刘顺达心中,无论人生还是事业,一定先要先树立更高的目标。通晓国学的他告诉《英才》记者:“只有写下‘会当凌绝顶,一览众山小’的诗人,才能讲出‘语不惊人死不休’的豪气。”
In LiuShunDa heart,No matter what life or career,We must first to establish higher goals。Familiar with national studies of he told《talent》reporter:“Only write down‘Bullying extremely to be,See the mountains small’poet,To speak out‘Language not astonishing die endlessly’heroism。”
但诗人的情怀无法改变残酷的现实,过去四年,因为上游煤炭价格的大幅上扬,同时为抑制通货膨胀国家又控制电价上涨,令五大发电集团中火电比例最高的大唐集团举步维艰。
But the poet's feelings can't change the cruel reality,Over the past four years,Because the price of coal sharply,At the same time to curb inflation countries and control electricity price rise,Make five big power generation in the group's highest proportion of thermal power datang group has struggled。
虽然大唐集团的发电量在不断提升,但利润却逐年下降,甚至亏损。截至2012年4月,大唐集团的资产负债率已达到88.5%,在五大发电集团中居于首位。高负债的重压令大唐集团举步维艰履,今年前四个月,其财务费用已达81亿元。
Although the datang group of generating capacity in the rise,But the profits but declined year by year,Or even a loss。By April 2012,Datang group to asset ratio has reached to 88.5%,In the five big power group in the first place。High debt under the weight of the datang group has struggled to go round,The first four months of this year,Its financial cost has reached 8.1 billion yuan。
可是在今年1月,整个发电行业和大唐集团最艰难的时期,刘顺达却一反舆论悲观的论调,面对媒体高调宣称:“火电的春天即将来临。春天是属于出生在春天或者熬过冬天的人的。”因为他相信“国家已经意识到这个问题,离解决问题就已经不远了。”
But in January this year,The whole power industry and the most difficult period of tang dynasty group,But LiuShunDa against public opinion pessimistic rhetoric,With the media high-profile claimed:“Thermal power of spring is near。Spring is to belong to was born in spring or through the winter。”Because he believes that“Countries have realized the problem,To solve the problem is from is not far away。”
刘顺达的判断是否过早、过于乐观了?面对《英才》记者的质疑,刘顺达依然坚持当初的判断:“我们相信‘数字会说话’。一是在我国火力发电量占全社会用电量的70%-80%;二是火电企业亏损面持续高达60%-70%;三是导致火电企业亏损的主要原因是电价因素。我们认为电价缺口在八九分钱,国家有关部门认为是三分钱,可一分钱对我们来说就是四五十亿元,八九分钱,就是几百亿元”,说到此处,刘顺达拿出一张统计得颇为详细的全国的电力成本数据表展示给《英才》记者,“我们只想弄清真相”,在刘看来,数字更能说明问题。
LiuShunDa judgment is premature、Overly optimistic?face《talent》Reporter's question,LiuShunDa still adhere to the original judgment:“We believe that‘Digital will talk’。One is the total capacity of the fire in our country social power consumption of 70% to 80%;2 it is thermal power enterprise KuiSunMian continued as high as 60%-70%;Three is cause thermal power the losses of the enterprise is the main reason of the electricity price factors。We think the price gap in nine cents,The relevant departments of the state that is three cents,Can a penny for us is 45 billion yuan,Nine cents,Is yuan of”,Said here,LiuShunDa took out a very detailed statistics have to the national power cost data table show《talent》reporter,“We just want to find out the truth”,In liu seems,Digital more to the point。
时下,媒体争议最多的事件是魏桥模式,山东魏桥集团建有自备电厂,不管是工商业用电,还是居民用电,电价都比国家电网低1/3以上。由此社会上不断有人质疑,“国家队”的五大电力集团的管理能力。
nowadays,The event is the most controversial media the weiqiao mode,Shandong weiqiao group built self-provided power plant,Whether business of electricity,Or residents electricity,Electricity prices are lower than the national power grid more than one third。This social constantly on some question,“National team”Five big power group ability of management。
一位不愿透露姓名的电力权威人士不客气地指出:魏桥用的什么设备?全世界都搞公用电厂,这些成本都公开摆着呢。他自己在发明吗?怎么会比人家还低2/3,除非你煤耗比别人都低,但凭什么呢?我们这些人都是吃干饭的吗?
One does not wish to disclose the name of electric power authority you're welcome to point out:The weiqiao to use of what equipment?The world all make public power plant,These costs have been openly placed。His own invention?How could somebody else than two-thirds lower,Unless you were lower than others coal consumption,But with what??We all these have rice?
《英才》记者在深入走访大唐集团旗下的——大唐七台河发电有限责任公司之后发现:这本是一家建设成本过高的发电公司,曾经巨亏4.2亿元,但是却通过严控成本,开拓煤源,利用政策等方法,实现了扭亏为盈,同时利润稳步增长。
《talent》Reporter in deep to visit the datang group's-datang qitaihe power generation Co., LTD found after:This is a high cost of construction of power generation company,Once the kui 420 million yuan,But through the tight control of cost,Development fountainhead,Methods use policy,Realize the out of the red,And the profits grow steadily。
虽然七台河的实践或许并不可完全复制,但是它暴露出的整个行业的弊病,以及管理水平提升所带来的价值,却值得整个电力行业反思。
Although the practice of qitaihe may, and not fully copy,But it exposed the industry's ills,And the management level of ascension brings forth worth,But the whole power industry is reflection。
调血脉 Adjustable blood
在一次向中央领导的报告中,刘顺达讲了一个核心观点:“现代社会要调好血脉,有两个关键问题:一是现金流,一是电流。我所担心的是电流因为现金流的中断而中断。”
In a report to the central leadership,LiuShunDa told a core viewpoint:“Modern society to adjusted the veins,There are two key problems:One is the cash flow,One is the current。What I worry about is current because cash flow interruption and interrupt。”
目前,大唐集团旗下的一些公司资产负债率已经高达150%-160%,按照现代企业制度,电厂都是有限责任公司,但是现在无法进行破产。
At present,Datang group, some of the assets of the company has leverage up to 150% 160%,In accordance with the modern enterprise system,The power plant is a limited liability company,But now can't the bankruptcy。
业内专家指出:“目前的电价调整是杯水车薪,但中小电力企业不敢破产,因为一破就是一片,现在有的电厂只能靠省公司担保,省公司如果破顶了,只能靠集团公司担保。”
Industry experts say:“The current price adjustment is the bucket,But small and medium-sized power enterprise can't go bankrupt,Because of a broken is a,Now some power plants can only rely on provincial company guarantee,Provincial company if broken top,Only by group company guarantee。”
从现实的情况看,刘顺达的“电流中断”说,或许只是一个“假说”,而与发电企业濒临破产却不能破产相对应的,是上游煤炭企业向电力行业的渗透和扩张。煤炭企业,显然成了保障电力供应的新生力军。
From the realistic situation look,LiuShunDa of“Current interrupt”said,Perhaps just a“hypothesis”,And with power generation enterprise bankruptcy but not bankruptcy counterparts,Is the coal enterprise to the penetration of the electric power industry and expansion。Coal enterprise,Is apparently security power supply of new powerhouse。
2012年6月28日,上海产权联合交易所网站发布公告,大唐集团向中国最大的煤炭企业神华集团转让安徽马鞍山万能达发电有限责任公司40%的股权。
On June 28, 2012,Shanghai property jointly exchange website by way of a public announcement,Datang group to China's biggest coal enterprise shenhua group transfer anhui ma on shan everything up to power generation Co., LTD. 40% of the equity。
而据刘顺达介绍,大唐集团下属电厂的股权转让并非一例,“我们很多电厂都在和煤炭企业合作,像信阳电厂在跟陕煤集团合作,安徽省就要求我们在淮南、淮北的电厂都要跟淮南矿务局进行合作,股权一半一半。”
And according to LiuShunDa introduced,Datang group includes the power plant in the equity transfer is not an example,“We have a lot of power plant in and coal enterprise cooperation,Xinyang power plant with shaanxi as in coal group cooperation,Anhui province requests us in huainan、Huaibei power plant to talk to huainan mining bureau for cooperation,Equity half。”
在6月初,神华集团还收购了国网能源公司,这家公司是国家电网旗下的发电企业,交易涉及550亿元,这一举动使神华集团的火电装机容量甚至超过中电投。
In early June,Shenhua group also acquired SGC energy company,This company is the national grid its power generation enterprise,Transactions involve 55 billion yuan,The move made shenhua group thermal power the installed capacity and even more than the shot。
神华集团无疑是近年来进军发电行业最引人注目的煤炭企业。从2008-2009年间,神华电力资产扩张了10%,之后每年以30%的速度增长。而在神华集团内部,电力资产被定义为产业链的“稳定器”和“蓄水池”。
Shenhua group is undoubtedly into power industry in recent years the most striking coal enterprise。From 2008-2009,Shenhua power assets expanded by 10%,After growing by 30% a year。And in shenhua group inside,Power assets is defined as the industry chain“stabilizer”and“reservoir”。
去年,神华集团与安徽、福建等多个省市开展战略合作,加快电力业务在沿海和沿江地区的布局,并且成立神皖能源公司作为拓展安徽地区新电源点的平台。同时,从华阳投资(香港)有限公司手中买入华阳(洛阳)电业有限公司的51%的股权,控股了孟津电厂2台600MW超临界燃煤发电机组。
Last year,Shenhua group and anhui、Fujian provinces and cities of China develop strategic cooperation,To speed up the power business in coastal areas and along the layout,And god was anhui energy companies expand anhui area designated grid as a new platform。At the same time,The lake from investment(Hong Kong)Co., LTD. Buy huayang hands(luoyang)Electric power Co., LTD. Of the 51% of the equity,Holding the power plant 2 branches at 600 MW supercritical coal-fired generators。
2012年2月,神华又以16.51亿元的现金,对川投集团的全资子公司四川巴蜀电力开发有限责任公司进行增资扩股,从而成为巴蜀电力的控股股东,神华持有巴蜀电力51%的股份,而巴蜀电力此时的装机容量超过了500万千瓦。
February 2012,Shenhua and with 1.651 billion yuan in cash,In sichuan and cast a wholly owned subsidiary of sichuan bashu electric power development Co., LTD. To increase endowment spread,Thus become bashu power controlling shareholders,Shenhua hold bashu power 51% of the shares,And at this time of the installed capacity by our power more than 5 million kw。
如果加上近期收购的国网能源1300万千瓦的电力资产,神华集团控股或持有的电力资产已逾6000万千瓦。相比之下,作为五大发电集团之一的中电投,其火电资产仅为5200万千瓦,总装机也超过7000万千瓦。
If recent takeover of the energy and priorities of 13 million kilowatts power assets,Shenhua group holding or held more than 60 million kw power assets。compared,As one of the five big power group CLP shots,The only for 52 million kw thermal power assets,More than 70 million kw total installed。
值得注意的是,根据2011年中国神华(601088,股吧)的财报显示,当年中国神华公司发电业务燃煤消耗量为8010万吨,其中耗用神华自产煤为6420万吨,占比高达80.1%。
Note the,According to the 2011 China shenhua(601088,Shares it)Quarterly results show the,When China shenhua coal for power generation company business consumption of 80.1 million tons,Shenhua coal consumption of self-produced to 64.2 million metric tons,Accounting for more than 80.1%。
在分析人士看来,这种高比例的自供燃料的模式,是将集团煤炭销售获取的利润向电力板块转移。而电力板块本身作为一个庞然大物,却失去了本该在煤炭市场拥有的较高议价权。
In the analysts look,The high proportion of ZiGong fuel mode,The group is coal sales gain profit to transfer power plate。While power plate itself as a colossus,But lost should be in coal market of bargaining power with high。
据统计,2011年,全火电行业盈利为206亿元,而其中,神华集团旗下的国华电力利润突破100亿元。如此大额的盈利,与其低廉的煤炭采购成本有很直接的关系。
According to the statistics,2011 years,The thermal power industry profit for 20.6 billion yuan,And one,Shenhua group's guohua power profits exceeding 10 billion RMB yuan。So big profits,With its cheap coal procurement costs have a direct relationship。
电力专家一针见血地指出,从2008年到现在这么大面积的行业性亏损,意味着肯定有地方出了大毛病。
Electric experts hit the nail on the head to point out,From 2008 to now so large areas of the industry losses,Means that there must be a place big trouble。
也因此,《英才》记者采访电力企业老总们,听到最多的是全行业亏损。不仅仅是发电企业的问题,是整个国家的问题,整个社会的问题,我们相信国家最终会给一个解决的方案。
Also so,《talent》Reporters for the electric power enterprise executives,Heard the most is the industry losses。Not only is the problem of power generation enterprise,Is the country's problems,The whole society,We believe that the country will give one solution。
问刘顺达在降负债上,大唐有什么实际对策,他坦言“靠四条”:靠发展、靠改革、靠管理、靠政策。具体来讲,在发展中调整结构、转变方式。靠改革,靠体制机制的创新。在管理上,持续科学对标的量化和细化,形成一个机制,成本是国有企业的一个短板,成本也是大唐一保一降的关键。
Q LiuShunDa in drop on the debt,Datang any practical measures,He said“By four”:Depend on the development、Rely on reform、By management、By policy。specifically,In the development of structure adjustment、Change way。Rely on reform,By system mechanism innovation。In the management of,Continue to mark the quantification and refined science,To form a mechanism,The cost of the state-owned enterprise is a short board,Cost is also a drop of the datang a key。
调结构 Adjustable structure
对于煤企进入电力行业,目前国家还没有抑制政策出台。但电力行业比较普遍的看法是存在饮鸩止渴的问题。
For coal enterprises into electric power industry,At present the country has not inhibit policies。But the electric power industry more general view is the remedy is worse than the existing problems。
“如果在政策正确的情况下,企业进行市场化的行为,它是正确的。但是在政策不正确的情况下,那就是病急乱投医。现在的情况显然不完全是企业行为,从长远来说,这种状况对国家是有伤害的。”
“If the policy under the condition of the right,Enterprise market behavior,It is the right。But in the policy is not correct,That is make rush decisions。The situation clearly not completely is enterprise behavior,In the long term,This situation is to countries hurt。”
刘顺达也曾在自己的博客里讲:国家要实现两个全局意义的根本性转变,就是经济体制从计划到市场,经济增长方式从粗放到集约。而现在来看,搞煤的去搞电,搞电的去搞煤,这不是扭曲了当初的政策吗?”
LiuShunDa also had his blog tell:Countries to realize the two fundamental shift of global significance,It is economic system from plans to market,The mode of economic growth from extensive to intensive。And now come to,Make the coal to make electricity,Make the electricity to make coal,This is not twisted the original policy?”
对于电力体制改革,厦门大学中国能源经济研究中心主任林伯强在接受《英才》记者采访时指出:“价格机制和准入机制是目前改革的关键。首先,价格必须是能够动的,市场经济最关键的就是价格,我们现在的电价是控制的;其次,电力投资目前不是靠市场引导,而是靠政府引导。绝大多数是国有电力企业,都想把规模做大。地方政府的投资动力也很大,如果不进行抑制,中国电力过剩的危险比短缺要大得多。”
For the power system reform,Xiamen university Chinese energy, director of the center for economic research LinBoJiang in accept《talent》A reporter to interview said:“Price mechanism and access mechanism is the key of the reform。first,The price must be able to move,Market economy is the most key is the price,We are now the price of electricity is controlled;second,Power investment now not by market leading,But by the government guidance。The vast majority are state-owned power enterprise,All want to do large scale。The local government dynamic investment is very big also,If not undertake inhibition,China electric power of the excess risk than shortages。”
所以,必须有一个部门对投资冲动进行抑制,这就是发改委。发改委审批又存在什么问题呢?在电力过剩时可能批得很少,会导致短缺;在电力短缺时可能批得很多,又导致过剩。林伯强认为,大短缺、大过剩的危险始终存在,从效率上讲,这会给中国经济造成很大的危害。
so,Must have a department to undertake inhibition investment impulse,This is the development and reform commission。The national development and reform commission for examination and approval again there is what problem?In surplus electricity may batch when very few,Will lead to the shortage;In power shortages may batch many,And excess。LinBoJiang think,Big shortage、The risk of big surplus always there,Speaking from the efficiency,This will give China economic cause great harm。
对于林伯强指出的问题,刘顺达认为是一个能源战略的问题:“经济社会发展需不需要发展电力?结构上是什么需求?未来我们需要发多少电能够解决问题,这些都没有量化细化。”
To YuLinBo strong points out problems,LiuShunDa think is an energy strategy:“Economic and social development need not to need development power?What is on the structure demand?In the future, we need to send how much power can solve the problem,These all have no quantitative thinning。”
鉴于目前火电价格的扭曲,很多电企都纷纷转向水电和新能源发电。对此,刘顺达并不是很同意。
In view of the distortion of the thermal power prices,Many electric enterprises have turned to the water and electricity and new energy resources。this,LiuShunDa and not very agree。
“风能是间歇性的,有风就有能,没有风就没有能;核能福岛事件的余波还没有过去,同时核能也不能无限去做;太阳能发电价格还很高。而现在很多企业都在搞水电,但水电资源是有限的,同时水电还有一个移民和环境的问题,另外现在降水分布不均,你看我们的报表,水电也是巨亏。所以还要发展火电,这是不以你的意志为转移的。”
“Wind energy is intermittent,Has the wind will have to,No wind is no can;Nuclear power in the wake of fukushima event is not the past,At the same time also can't infinite to do nuclear energy;Solar power price is very high。And now many enterprises are engaged in water and electricity,But hydropower resources are limited,At the same time water and electricity and a immigration and the environment,Also now precipitation uneven distribution,You see our reports,Water and electricity is also huge losses。So also thermal power development,This is not to your will as the shift。”
但是煤价的高涨,让电力公司不愿再涉足火电。大唐以前每年投资1000多万千瓦,现在只是投资400-500万千瓦。
But coal prices high,Let the electricity company would not involved in thermal power。Datang before investment of more than 1000 kw each year,Now only 400-5 million kw investment。
“我存量都没钱买煤,增量我还能投吗?不投了以后缺电找谁?”刘顺达几次向中央汇报未来的电力供应问题,便是如此原因,“电企亏损,发不出工资,我们留不住人。这一系列的问题,以后怎么解决?谁来买单?”
“I have no money to buy coal stock,Incremental I can still pitch?Don't throw the lack of electricity after who look for?”LiuShunDa several times in the report of the future power supply problems,Would be such reason,“Electric enterprises losses,Hair don't pay out,We do not leave。This series of problems,Later how to solve?Who will pay?”
为了保证企业的稳定发展,大唐集团在电力行业之外,也选择往煤炭、煤化工、金融、科技与环保、商贸物流等其他五大板块拓展。
In order to ensure stable development of enterprise,Datang group outside in the electric power industry,Also choose to coal、Coal chemical、financial、Technology and environmental protection、Trade logistics and other five big plate expansion。
在资本方面,大唐集团目前正在筹划获得更多的金融牌照,同时希望能够实现集团资产的整体上市,“金融方面只要企业能拿的牌照全部都要拿,未来金融板块要大发展”,刘顺达说。
In the capital,Datang group is currently planning to get more financial licence,Also hope to be able to realize the asset group of whole appears on the market,“Financial enterprise could take as long as all the licence to take,The future financial sector to big development”,LiuShunDa said。
而在国际化方面,目前大唐集团在老挝、柬埔寨、以及其他东南亚国家有一些项目,刘顺达认为:“中国的发电企业、电网公司走出去的项目不少,赚钱的也不少,发电企业走出去是一个方向。”
And on the international,At present the datang group in Laos、Cambodia、And other southeast Asian countries have some projects,LiuShunDa think:“China's power generation enterprise、Power grid companies go out of many projects,The money also many,Power generation enterprises to go out is a direction。”
调自我 Attune yourself
“‘人努力、政策好、天帮忙’这三条中两条都不行,现在只剩下人努力。”刘顺达告诉《英才》记者,即使对政策上的掣肘暂且不提,老天也的确没有帮上忙。
“‘People work hard、Policy good、Days help’This article 3 in article two all not line,Now there are only good effort。”LiuShunDa told《talent》reporter,Even for the policy aside from constraints,God does not help。
“我们水电主要布局在南方,广西、云南、贵州这些地方,这几年大旱没水。2009和2010年都有投产,但是水电利润却在下降。”
“We hydropower major layout in the south,guangxi、yunnan、Guizhou these places,The severe drought during the years out of water。2009 and 2010 are put into production,But hydropower profits have fallen。”
在水电投资加大的情况下,大唐集团的水电业绩却呈现下滑态势,2011年仅为4.46亿元,而2009、2010年分别为盈利23.4亿元和18.6亿元,更意想不到的是今年前四个月,水电业务亏损15.96亿元。
In the case of stronger hydropower investment,Datang group of hydropower performance has been down trend,2011 is 446 million yuan only,And 2009、2010 respectively for a profit of 2.34 billion yuan and 1.86 billion yuan,More unexpected is the first four months of this year,Hydropower business loss 1.596 billion yuan。
虽然期盼已久的煤电联动改革至今仍未出台,但像大唐集团一样的发电企业却似乎慢慢迎来了转机。
Although in anticipation of coal, reform has not been issued linkage,But like the same power generation enterprise datang group seems to have the tide slowly。
首先是煤价的下降。根据媒体报道,环渤海地区市场动力煤的综合平均价格在6月接连跳水。根据秦皇岛煤炭网统计:以5500大卡的动力煤为例,秦皇岛市场7月11日价格为645-655元/吨,而去年同期价格为840-850元/吨,每吨下跌200元左右。而煤价的下降无疑为发电企业减轻了成本压力。
First is the coal prices drop。According to media reports,In the areas surrounding the market power of coal comprehensive average price in June for diving。According to qinhuangdao coal nets statistics:With 5500 calories of coal power as an example,Qinhuangdao market July 11 for 645-655 yuan price/tons,And the same period last year for 840-the price 850 yuan/ton,Every tons fell 200 yuan。And the coal prices down for power generation enterprise is reduced cost pressure。
其次是央行在6月8日和7月6日连续两次下调贷款基准利率0.25和0.31个百分点。对于负债率过高的五大发电集团而言,降息无疑有助于其财务成本的降低。
Second is the central bank in June 8 July 6, and two successive cut lending rate by 0.25 and 0.31%。For the high ratio of five power for the group,Rate cuts will undoubtedly help to its financial cost reduction。
根据广发证券(000776,股吧)分析师谢军的统计和计算:2012年一季度,电力上市公司有息负债为8080.4751亿元,降息25个基点,可为电力上市公司节约财务费用8.8亿元,相比去年电力行业净利润总额约有261.38亿而言,可提高行业净利润总额3.37%,而由此推算,两次降息56个基点,将能提高行业净利润7.55%。
According to the wide hair negotiable securities(000776,Shares it)Analysts xie jun statistical and calculation:In the first quarter in 2012,Electric listed companies interest-bearing debt for 808.04751 billion yuan,By 25 basis points,But for electric listed companies to save the financial costs 880 million yuan,The electric power industry in the last year about 26.138 billion in total net profit,Can improve the industry of 3.37% of the net profit,And that would,Two cuts 56 basis points,Will be able to raise trade net profit by 7.55%。
再就是上网电价的两次上调和阶梯电价的施行。两次上调上网电价将使大唐集团全年增收100亿元。而7月1日起,阶梯电价在全国全面试行,虽难以立刻扭转火电大面积亏损的困局,但也算是给发电企业带来了一丝政策上的转机。
Then two of the power of the electricity price rise and ladder promulgation。Two raised the power will make the datang group annual income of 10 billion yuan。And on July 1,Ladder in the national comprehensive trial implementation of the price,Though hard to immediately reverse large loss of thermal power boat,But also be to power generation enterprise brought a policy of transfer。
市场在悄然发生着变化,但如果只是依赖市场的变化,只追求外因的作用而忽视内因的改变,也无法解决发电企业的困局。
The market in quietly changing,But if just rely on the change of the market,Only for the role of external and internal change of neglect,Also can't solve the dilemma for power generation enterprise。
大唐内部,提倡绩效导向,要大家服气不服输,解决每一个人的心态问题。刘顺达从去年开始连续在大唐内部官网上,撰写博客,和盘推出自己一整套的战略管略思想。他认为精确定位、精准考核,是体制机制问题,是战略文化价值问题。在这个前提之下,才是精细管理、精益生产、精益求精。
Datang internal,Advocate performance oriented,Everyone to defy spirit not agree,To solve every problem people's mentality。LiuShunDa from last year in the continuous datang internal online,Writing blog,And offer a full set of strategic tube released their own slightly thought。He think accurate location、Accurate assessment,The system is mechanism,Is the strategy and cultural value。In this premise under,Is fine management、Lean production、excellence。
刘顺达希冀创造这样的一种文化,一种公开公平公正的氛围,以正在做的事情为中心,把正在做的事情做好。
LiuShunDa hope of creating such a kind of culture,A fair and open the atmosphere,To are doing to center,The are doing well。
刘顺达在福建工作的时候,曾登门拜访台湾经营之神——台塑集团创始人、董事长王永庆,王永庆的两句话让刘顺达至今记忆犹新:“世界上没有不可能的事情”、“世界上也没有简单的事情”。
LiuShunDa in fujian at work,Has the god of visiting Taiwan business-Formosa petrochemical group founder、The chairman WangYongQing,WangYongQing two words make LiuShunDa favorite memories:“Nothing in the world is impossible”、“The world and no simple matter”。
“他第一句话,其实就是解放思想,而第二句就是实事求是。台湾有句话叫‘改善,改善,不改不善’,王永庆就是在追根究底,不断追求经营的合理化,这就是与时俱进。”刘顺达对王永庆的管理思想解构的非常独特。
“His first words,In fact is to emancipate the mind,And the second is seeking truth from facts。Taiwan have something called‘improve,improve,Do not change not’,WangYongQing is in the matter,To continuously pursue business rationalization,This is to keep pace with The Times。”LiuShunDa WangYongQing to the thoughts of management of deconstruction is very unique。
采访结束之际,刘顺达特别推荐《英才》记者去七台河走一走,“一流的理念,一流的管理,一流的人才,怎么证明。没法证明,但是我们有一流的成果,比如七台河,这是真功夫。大唐每一个企业都是这样,那就不得了。”
Interview at the end of,LiuShunDa particularly recommended《talent》Qitaihe reporters to take a walk,“First-class concept,First-class management,First-class talents,How to prove。Can't prove,But we have the first-class results,Such as qitaihe,This is true effort。Datang each enterprise is this,That can't。”
七台河之变 Qitaihe the change
位于黑龙江东部的七台河是一座新兴的能源城市,因为煤矿的发现才建立和发展起来。与临近的能源老城鸡西相比,七台河新城空气干净、环境优美,马路上黑色煤粉也不多见。
Located in the east of heilongjiang qitaihe is an emerging energy city,Because the coal mine only found the establishment and development together。And the city is near energy jixi compared,Qitaihe new city air clean、Beautiful environment,The road pulverized coal black is rare。
大唐七台河发电有限责任公司(以下简称七台河公司)坐落于此,隶属于大唐黑龙江发电有限公司,总装机容量190万千瓦,现有员工539名,是东北地区主力发电企业之一。
Datang qitaihe power generation Co., LTD(Hereinafter referred to as the qitaihe company)Located here,Membership YuDaTang heilongjiang electric power generation Co., LTD,With a total installed capacity of 1.9 million kilowatts,Existing staff of 539,The northeast is one of the main area power generation enterprise。
煤矿在当地经济地位毋庸置疑,一位当地老百姓告诉《英才》记者:“以前开会,市委书记第一个发言,矿务局长第二个发言,市长第三个。”
Coal mine in local economic status without a doubt,A local people to tell《talent》reporter:“Before the meeting,Secretary of municipal committee of the first to speak,The director of the second speech,The mayor third。”
对于发电公司来说,选址于此,能获得稳定的煤炭供应和极低的运输成本。
For power generation company for example,Location in the,Enjoy stable coal supply and very low transportation costs。
但是,好的选址,并不一定能够带来好的效益。七台河公司的一期工程是依靠亚洲银行的贷款兴建,所以很多设备直接从美国进口,造价较高。一期的千瓦造价大约6000元,而同期的其他电厂千瓦造价为5000元,仅建造成本就高出行业平均水平约20%,相对于七台河二期的每千瓦造价3020.5元,更是高出近一倍。
but,Good location,Does not necessarily bring good benefits。The first phase of the project qitaihe company is depend on Asian bank loans to build,So a lot of equipment imported from the United States directly,Cost is higher。A period of the kilowatt cost about 6000 yuan,And in the same period of other power plant kw cost is 5000 yuan,Construction cost is only about 20% higher than the industry average,Relative to the second phase of qitaihe every kw cost 3020.5 yuan,But nearly a times higher。
由于造价成本高,管理又不规范,2003年投产当年就亏损1.965亿元,而到2006年,七台河公司累计亏损总额达到4.2亿元。在这种情况下,经办七台河二期工作的姜朝兴作为“救火队长”从黑龙江省公司火速调任七台河公司总经理。
Due to the high cost of cost,Management non-standard,In 2003 the production loss 196.5 million yuan,By 2006,Qitaihe the accumulated loss amounted to 420 million yuan。In this case,The second phase of orgnaization of qitaihe work JiangChaoXing as“Fire captain”The company from heilongjiang province was transferred to the general manager of our company qitaihe kicks。
严控漏洞 Tight control of holes
有着多年一线生产管理经验的姜朝兴初到七台河便发现电厂管理的混乱。
A line has many years experience in production management of the early JiangChaoXing qitaihe it found that power plant management to the chaos。
“火电厂的经济案件中,除了领导之外,下面基本上是物资燃料采购出事。火电厂的燃料成本占总成本的70%,燃料管理的好坏,直接关系到企业能否盈利。”姜朝兴首先就从燃料采购环节入手,改革旧的采购体系。
“Construction of coal-fired power plants in the economic cases,In addition to outside leadership,Below is basically supplies fuel purchasing an accident。The power of the total cost of the fuel costs accounted for 70%,The stand or fall of fuel management,Directly related to enterprise can be profitable。”JiangChaoXing first from procurement procedures of fuel,Reform the old purchasing system。
结合多年的管理经验和七台河发电有限公司的情况,姜朝兴到任后就开始推行燃料管理的四个分离:采购与验收分离、采样与制样分离、入厂与入炉分离、管理与监督分离,形成各个环节互相监督,互相制约的管理机制。
With many years of management experience and qitaihe electric power generation Co., LTD,JiangChaoXing board after the start of the management of the implementation of fuel four separate:Purchasing and acceptance of separation、Sampling and sample preparation separation、The factory and charging separation、Management and supervision and separation,Form each link supervise each other,Check each other management mechanism。
七台河公司燃料管理部主任王春仲告诉《英才》记者:“在细节上,七台河的抽检样品,都被装在统一的检验罐里,从外观上根本无法区分是哪个矿采购的煤,只有一个条形码可以区分不同矿,不同批次的煤。测试前先扫描条形码,而整个采样验收的环节全部有摄像监控,热值化验结果谁也改不了,这种‘阳光化操作’基本杜绝了以前虚报热值,生产和采购老打架的问题。”
Qitaihe company director WangChunZhong told fuel management department《talent》reporter:“In detail,Qitaihe sampling inspection samples,Unity is housed in the inspection found their way there,Visually did not understand the difference between the coal mine is which purchase,Only a bar code can distinguish different ore,Different batches of the coal。Test before you scan the barcode,And the whole sampling acceptance of the link all have the camera monitoring,Calorific value test results who also change,this‘The sun operation’Basic to eliminate the false report before calorific value,Production and purchasing old fight。”
在前三个分离的基础上,七台河公司还实行了管理和监督分离,单独成立监察审计部,“每一批次的煤入炉都会形成一个热值点,所有的热值点连起来就是热值曲线,然后我们会设置一个警戒值,过高或者过低,我们都会进行抽样,热值高本来是好的,但我们怕是虚高,也要进行抽样”,姜朝兴介绍说。
In the first three separate basis,Qitaihe company also implemented management and supervision and separation,Established separately monitor audit function,“Each batch of coal charging will form a calorific value point,All the calorific value of the dots is calorific value curve,And then we'll set up an alert value,Too high or too low,We will, a sampling,High calorific value, it is good,But we could virtual high,Also, a sampling”,JiangChaoXing introduced said。
在采访中,《英才》记者还了解到:在七台河有一个规定,不允许买中间商的煤。据估算,这一规定每年能节省燃料成本约1亿元。
In the interview,《talent》Reporters also know that:Qitaihe is in a regulation,Don't allow the middlemen buy coal。According to estimation,The regulations can save fuel costs each year about 100 million yuan。
“同样价格的煤,二道贩子卖给你他能赚到钱吗?只有掺假,只有投机倒把才能满足他们扭曲的利益。所以,我们坚决剔除二道贩子,不要跟我说价格低,这跟我没有关系。”姜朝兴说。
“The same price of coal,Two way dealers sell you he make money?Only having false,Only speculation can meet them in the interests of the distortion。so,We firmly rejects two way traffickers,Don't say with me low price,I had nothing to do with this。”JiangChaoXing said。
燃料管理的流程改造之后,七台河公司推进了以全员绩效考核、全面责任管理为主要内容的“两全”管理模式,将绩效考核结果与员工收入分配、员工岗位变动相挂钩,员工绩效收入占员工总收入的60%以上,绩效成绩占竞聘上岗成绩的40%。
Fuel management process reform later,Qitaihe company to promote the overall performance evaluation、Overall responsibility for the management of the main content“be”Management mode,Will the result of examination and evaluation and staff income distribution、Employees are tied to change jobs,The performance of the employee income accounts for more than 60% of the total income employees,Performance result accounts for 40% of the grade from mount guard。
王春仲曾因一次失误成为第一个被撤职的中层技术人员,但后来他又通过自己的努力,成为了企业的中层管理者。他告诉《英才》记者:“改变一个企业,一把手的文化特别重要,当时的情况如果你没有威慑力,不能震慑他人,大家可能都会暗地里操作。”
WangChunZhong once in a mistake became the first removed middle technical personnel,But then he went through his own efforts,Become the enterprise in the middle managers。He told《talent》reporter:“Change a enterprise,The culture of a particularly important,The situation at that time if you have no deterrent capability,Cannot deter others,Everyone can secretly operation。”
内部管理水平的提升对于七台河公司的扭亏奠定了坚实基础,更为重要的是这种变化经过若干年的积累,已经潜移默化地改变了公司员工的思想意识,形成了一种企业的文化。
Internal management level of ascension for putting the qitaihe company laid solid foundation,More important is the change after several years of accumulation,The company has already changed the ideology of the employees,Formed a kind of enterprise culture。
财务部主任王永琴是一位老员工,她告诉《英才》记者:“别人感觉七台河各方面管理都上去了,但在我看来这就像班级和老师的关系。老师提出更高的要求,学生必须高标准去做。一个企业,如果没有人要求,我都不知道我的目标是什么。”
The finance department director WangYongQin is an old employees,She told《talent》reporter:“Others feel qitaihe various aspects are up to the management,But in my opinion it is like the class and the teacher of the relationship。The teacher put forward higher request,Students must high standard to do。A enterprise,If no one requirement,I don't know what are my goals。”
王永琴的话很容易令人联想到本文开头刘顺达为自己确立的长跑目标,可能作为基层管理者的王永琴很难有与集团董事长亲自对话的机会,但是这种呼应却让人感到一种潜在的默契。
WangYongQin words very easily associated with this paper beginning LiuShunDa set themselves long distance running goal,May act as a first-line managers of WangYongQin have a hard and the chairman of the group of dialogue opportunities,But this echo but let a person feel a potential tacit understanding。
刘顺达把七台河公司的成功概括为十六个字:“设岗定责、对标定位、夺旗争先、升级晋档”,这是全国创先争优活动的基本经验,也是大唐集团推进全员绩效考核、全面责任管理为主要内容的“两全”管理模式的核心思想。
The success of the company LiuShunDa qitaihe summarized as 16 words:“SheGang field、Finally a、Flag from rushing、Upgrade JinDang”,This is the excel activity basic experience,Datang group is also promote overall performance evaluation、Overall responsibility for the management of the main content“be”The core of the management mode of thinking。
作为改革的亲历者,姜朝兴认为内控改革的时机也很重要,“2007年还是买方市场,那个时机是最好的,因为我想买谁的煤就买谁的煤”。但是2008年之后,小矿都被关停,同时经济又在以能源高度付出的方式高速发展,2008年煤炭市场一下就开始转向,从那时开始,七台河经历了一个很痛苦的阶段,“一是买不到煤,二是煤价疯狂上涨,当时我们二期投产,一吨口粮(计划合同煤)都没有。”于是,七台河公司开始思考开拓煤源。
As reform invaluable,JiangChaoXing think the timing of the reform of the internal control is very important also,“2007 or a buyer's market,The time is the best,Because I want to buy the who will buy coal who coal”。But 2008 years later,Small ore were shut,And the economy and in the way to high energy pay high speed development,2008 years of coal market once to begin to turn,Since then,Qitaihe experienced a very painful stage,“One can't buy coal,2 it is crazy prices rise,At that time we phase ii put into production,A ton of rations(Plan contract coal)All have no。”so,Qitaihe company started thinking about development fountainhead。
蒙煤入黑 Be coal into the black
“2007年我们是大唐集团的燃料管理标杆,这个标杆是靠规范化管理,千方百计提高煤质来的,但是2008年市场风向转变之后,我们就不能买好煤了,因为成本太高,我们就开始从周边买低质煤,一个是双鸭山的宝清县,一个是鸡西。”姜朝兴回忆说当时七台河的好煤都往外运,价格蹿升非常厉害,为了控制成本,七台河公司开始采取掺烧低质煤的方法降低成本。
“In 2007, we are the datang group fuel management benchmarking,This post is to rely on standardization management,Leave no stone unturned to improve the coal quality,But in 2008 the market after the wind change,We can try to win sb's favor coal,Because the cost is too high,We will start from neighboring buy low-quality coal,One is the BaoQingXian group,One is the jixi。”JiangChaoXing memories "was" good qitaihe coal to ship out,The price comes up very much,In order to control cost,Qitaihe company started to take with low quality of coal burning method to reduce costs。
从2008年入冬开始,七台河开始掺烧20%多的低质煤,而到了2009年,掺烧比例达到50%多。
From 2008 winter to start,Qitaihe began to burn with more than 20% of the low-quality coal,And by 2009,Mixed burn to 50% more。
“掺烧对设备磨损肯定要严重一些,而且设备不稳定,但这没办法,你得算总的经济账,而且你的指标马上就不好看了,厂用电率,供电煤耗都上升,我以前是搞生产出身的,知道大家的想法,就跟大伙说,不要抵触低质煤,咱们企业是为挣钱的,不是为了挣指标好看的。如果烧好煤,肯定亏钱,现在咱们就得什么煤赚钱,烧什么煤。有时候对职工,要不做一些简单易懂的解释,他们心中其实是不理解的,就会把好的政策给歪解,从心里会有抵触”,姜朝兴回忆说。
“Mixing equipment must be burned to wear some serious,And equipment is not stable,But it can't,You have to calculate the JingJiZhang,And your index'll don't look good,Factory electricity rate,The power supply coal consumption are rising,I used to be make produce was born,Know everyone's way of thinking,Like everyone said,Don't conflict with low-quality coal,Let's enterprise is to make money,Not to earn the index good-looking。If burn coal,Sure lost money,Now we have to what coal to make money,Burn what coal。Sometimes to the worker,Or do some simple and understandable explanation,Their heart is actually don't understand,Will the good policy to slanting solution,There will be inconsistent from your heart”,JiangChaoXing recalls。
如果说2008年还可以轻松从周边买到低价的低质煤,那么2009年甚至连低价的低质煤都很难买到了。这个“最痛苦”的时期,姜朝兴开始注意到内蒙古的低价褐煤。
If 2008 also can easily from neighboring buy low-cost low-quality coal,Then 2009 even low-cost low-quality coal is hard to get。the“The most painful”period,JiangChaoXing beginning to pay attention to the Inner Mongolia low lignite。
因为有珲春电厂烧褐煤的经验,姜朝兴觉得内蒙古的褐煤资源多,价格低,可以作为低质煤的替代品。但是因为运输距离有1400多公里,算上运费的价格比当时七台河采购的低质煤价格还是略高。
Because there is a prelude to burn the experience of power plant lignite,JiangChaoXing think of Inner Mongolia lignite resource,Low price,Can be used as substitute of coal low quality。But because transportation distance is more than 1400 kilometers,The price is freight at the time of purchasing of low-quality coal qitaihe price or slightly higher。
但是进入2009年冬季以后,低质煤价格每月都在上涨,这个时候黑龙江省公司也指示各地公司尽快寻找其他煤源,于是姜朝兴多次到内蒙褐煤产地想要寻找更低价的褐煤,经过实地考察,他发现问题的难点不是煤源,而是铁路不给运。
But in the 2009 years after winter,Low-quality coal prices are rising in a month,The company also instructions in heilongjiang province place company looking for other fountainhead as soon as possible,So many times JiangChaoXing to Inner Mongolia origin want to find more lignite low lignite,Through field investigation,He found that the problem is not the difficulties of the fountainhead,But the railway don't give luck。
“当时铁道部有个规定就是不能把煤炭往煤炭产地拉,这叫‘违流’,就是违反正常的流向。这个政策的初衷是好的,避免不必要的浪费,但是2009年入冬以后,我们的库存只剩10万吨了,10万吨能烧多长时间?一星期都不到,因为光煤底子就有三四万吨,这个你烧不了,这时候我非常着急,赶紧给省里打报告,还附上我们煤场的照片,省政府一看非常着急,就同意蒙煤进入黑龙江东部。”姜朝兴说。
“When mor have a rule is not to coal and coal origin,This is called‘Violations flow’,Is the flow of violation of normal。This policy was the purpose of good,Avoid unnecessary waste,But 2009 years after the winter,Our inventory only 100000 tons,100000 tons of how long it can burn?Less than a week,Because the light is SanSiWanDun coal preparation,This you burn,This time I'm very anxious,Hurriedly dozen report to the province,We also attached pictures of the coal field,The provincial government a look very worried,Will agree to receive coal into eastern heilongjiang province。”JiangChaoXing said。
从2009年6月到2010年1月,经过7个月的申请,七台河终于得到了蒙煤进入七台河的批文,铁道部门给予了大力的支持和配合。同时,铁路运输部门可以装上内蒙的褐煤进入七台河,同时又可以装上七台河的优质煤运往哈尔滨或者吉林,往返路程都不跑空,从经济利益上,双方得到了双赢。
From June 2009 to January 2010,After seven months of application,Qitaihe finally got into the qitaihe coal with approval,The railway department gave strong support and cooperation。At the same time,Railway transportation department can be fitted with the Inner Mongolia lignite into qitaihe,At the same time, can be fitted with qitaihe coal quality to Harbin or jilin,Round-trip don't run empty,From the economic interests,Both sides got a win-win situation。
蒙煤通路打通以后,七台河公司成为黑龙江东部地区第一个烧褐煤的电厂。2010年成为了一个分水岭,正当周边火电企业在困境中苦苦挣扎时,七台河却实现了经营业绩持续向好,2010年实现利润1.39亿元,而2011年,利润更增加至1.78亿元,在二期资本金到位的情况下,2011年资产负债率仅为66.37%。
Be coal pathways through later,Qitaihe company become east heilongjiang first burn lignite power plant。Founded in 2010 in order to a watershed,As peripheral thermal power enterprise in trouble when struggling,Qitaihe is realized the business performance hold up well,2010 profit of 139 million yuan,And in 2011,More profits increased to 178 million yuan,In the second phase of capital in place,In 2011 the asset-liability ratio is only 66.37%。
在试烧成功之后,姜朝兴却没有把褐煤掺烧技术藏起来,反而开始跟大唐黑龙江的其他电厂推广烧褐煤的技术,甚至还主动教周边非大唐集团的电厂烧褐煤。
Try after the success of the burn,JiangChaoXing but not with the lignite burning technology in hiding,But with the other start datang heilongjiang power plant burned the technology promotion lignite,Even also actively teach surrounding the datang group of power plant burn lignite。
“国电的双鸭山电厂原来跟我们在当地高价抢烟煤,我们后来主动教他们烧褐煤,把我们摸索的混合配比经验主动教给他们,我们不怕抢褐煤,因为褐煤多的是,都烧褐煤就能把本地烟煤的市场空间倒出来了。”
“The actual power plant with our original group in local high rob bituminous coal,We afterwards active teach them burn lignite,We grope for the hybrid ratio experience active to teach them,We're not afraid of rob lignite,Because the lignite,And burn the lignite local bituminous coal market space pour out。”
姜朝兴主动推广褐煤掺烧技术并非无利,腾挪出烟煤的市场空间,煤矿就无法随意抬高烟煤采购价格,“2010年1月,煤矿说,过年了,一吨煤涨40元,可此前2009年的11、12月每吨都是涨了20元,可2月9日,第一批蒙煤进厂,此后就谁都闭口不提涨价的事了,因为大家都知道蒙煤有的是。”地方煤矿的传统强势,因为蒙煤的引入而被削弱,这令七台河公司一下扭转了“生意场上”双方的角色。
JiangChaoXing active promotion with lignite burning technology is not without the,Move STH out of bituminous coal market space,Coal mine can't raise prices at will purchase bituminous coal,“January 2010,Coal mine said,Chinese New Year,A tons of coal up 40 yuan,But after 2009 years of 11、December every tons of all is to go up to 20 yuan,But on February 9,,The first batch of be coal into the factory,After that all who do not carry the price comes,Because everybody knows that have plenty of coal。”The traditional strong local coal mine,Because have the introduction of coal to be weakened,This makes a turn the qitaihe company“Business,”The role of both parties。
现在七台河公司又在转变思路,因为随着6月煤价的跳水,内蒙古褐煤的价格优势已经丧失,姜朝兴告诉《英才》记者:“今年周边的煤矿已经降价四五次了,好的煤也都比蒙煤便宜了,因此我们要有所选择地挑着煤烧了,既要很好地控制标煤单价,又灵活把握煤种的采购,保证设备的安全性和经济性。”
Now the company and ideas in qitaihe,Because as June coal prices diving,Inner Mongolia lignite price advantage has lost,JiangChaoXing told《talent》reporter:“This year the price around the mine is four or five times,Good coal are also cheaper than coal with......,And we have to be selective, carrying coal burning,Both to properly control BiaoMei unit price,The reactivity of the master neatly and purchasing,Ensure the safety and efficiency。”
从单一选择邻近煤矿,到引入蒙煤,是七台河公司能够在其他电厂亏损的情况下,依然保持盈利的重要基础。这种煤源结构的主动调整,使得煤电的议价关系发生了扭转,也使得黑龙江省其他的发电公司受益。
From a single choice adjacent coal mine,To incoming coal with,Qitaihe is the company will be able to power plant in other losses,Still keep the important basis of the profit。The fountainhead of structure initiative adjusted,Coal makes bargaining relationship produced reverse,Also makes other power generation company benefit in heilongjiang province。
掀开锅盖 Uncovered pot
煤源战略调整的同时,姜朝兴又开始寻思如何能够获得更高的上网电价和订单,而这也牵涉到电网和发电公司存在的长期利益纠葛。
The strategic adjustment of fountainhead and at the same time,JiangChaoXing began to get higher sought how can the power and orders,And this also involves power grid and power generation company has long-term interests of the tangle。
采访中《英才》记者了解到:七台河一期工程的发电机组是单纯的供电机组,而在电网安排供电量的时候,优先照顾的是热电机组(既能发电,也能供热的机组),而且热电机组享受的标杆电价比例也要高。这种制度上的安排有其合理性,但也存在不合理的一面。
interview《talent》The reporter understands:Qitaihe a phase of generator is pure of power supply units,And in the power grid arrangement,Priority is the power units(Can power,Can the heating units),And enjoy the industry, electricity power units to high proportion。This system has its rationality on the arrangement,But there are also not reasonable aspect。
而七台河一期工程本身造价就高,如果不能得到充足的电量订单,扭亏依然无望。为此,姜朝兴到任后,也进行了七台河一期的机组改造,使得一期成为热电机组,希望能够获得更多的电量订单和更多比例的标杆电价。
And the first period engineering itself qitaihe cost is high,If you can't get enough power orders,Still putting hopeless。For this,JiangChaoXing after rookie,Also on the issue of the unit qitaihe transformation,Make a period be power units,Hope to get more power and more order proportion of benchmarking electricity price。
从2007年开始改造,到2008年5月进行热电联产认证,再到7月拿到电监会退出东北地区电力市场的批文,七台河公司进行得紧锣密鼓。“当时经过热电改造的电厂很多,佳木斯电厂,牡丹江第二发电厂,哈尔滨第三发电厂,这些电厂都改造完了,国家电网要是让我退出,其他家都要退出怎么办?所以国家电网坚决不允许我退出,甚至当时连月度电量都不给我。”姜朝兴回忆说。
From 2007 to and transformation,2008 to may for cogeneration authentication,And then to July get electricity would exit the prison in northeast China batch of power market,Qitaihe company have been。“At that time in the reconstruction of thermoelectric power plant through a lot,Jiamusi power plant,The second power plant eases,Harbin third power plants,These power plants to transform finished,State grid if I left,Other home to exit?So the national grid resolute don't allow me to quit,Even when even give monthly power。”JiangChaoXing recalls。
于是姜朝兴找到物价局的领导来协调与国家电网之间的矛盾,“我跟电网的副总说,2002年厂网分家之前,七台河项目兴建给电网公司捆了一个结结实实的大红包,而如今七台河公司供热改造可谓是一件具有非常意义的社会工程、民生工程,面对当前不容乐观的生产经营形势,我们已经没有退路了,看在七台河市老百姓的面子上、看在我们一家人的情分上,这个场您必须得救了!当时我们真的是动之以情晓之以理,也许与电网公司的副总老魏产生了共鸣,再加上物价局同意电网收购大兴安岭电网之后,可以上调电价,国家电网最终同意我们退出电力市场。”
So JiangChaoXing find price bureau leader to coordinate with the contradiction between the national power grid,“I with power grid's vice President said,2002 years before the nets treated,Qitaihe project construction to power grid companies bundle a trail of big red packets,And now the company is heating reform qitaihe is a has very meaning social engineering、People's livelihood engineering,Facing the current not optimistic of production and operation of the situation,We have already had no way out,Look at the people face in qitaihe、We see in a family on every one,The games you have to be saved!At that time we really is emtional and Daniel,Perhaps with power grid's deputy chief old wei that country,Plus price bureau agreed to purchase power grid after the greater hinggan mountains,Can raise electricity prices,State grid eventually agreed to our withdrawal from electric power market。”
而这一退让七台河公司2008年仅下半年就增加了3800万的利润。从2009年开始,因为按照供热机组排电量,当年增加利润7000万元以上,这也成为七台河一期工程脱困的重要原因。
And this one concession qitaihe in 2008, the company added 38 million only the second half of the profits。From 2009 to,Because the heating units power line,To increase profits in 70 million yuan of above,This has been the first phase project of qitaihe to bail out the important reasons。
独家高端领袖对话 Exclusive high-end leadership dialogue
止的哲学
Stop philosophy
王永庆的启示
WangYongQing enlightenment
《英才》:采访之前看了你的博客,而且是央企的领导者中,很少有这么勤奋地写博客的,你一般是什么时间写博客?
《talent》:Before you see the interview of the blog,And the leaders of the scholars from renmin is,There are few such diligence to write my blog,What time do you usually write blog?
刘顺达:每天晚上写。
LiuShunDa:Every night to write。
《英才》:从什么时间开始?
《talent》:From what time to start?
刘顺达:从去年11月9日。
LiuShunDa:November 9, from last year。
《英才》:当时是什么触发你写博客?
《talent》:What are you writing was triggered blog?
刘顺达:人际之间是需要沟通的,一个是跟他人沟通,一个是跟自己沟通,其实写博客的时候,也是整理自己的思想、思路的时候。
LiuShunDa:Relationships between people is the need to communicate,One is the communication with others,One is with their communication,Actually write my blog,Also is to clear up your own thoughts、When thinking。
《英才》:你在博客中特别开了“文化的自觉与自信”,“战略与文化”等系列,是什么让你写这些系列文章的?
《talent》:You open the blog in particular“Cultural awareness and confidence”,“Strategy and culture”series,What makes you write these series of articles?
刘顺达:我一直认为对企业来说,战略、价值、文化,好像这些东西比较抽象,但其实这些是具象的。人们都想心想事成,那么“心想事成”是什么意思呢?我认为心想事成至少有几个阶段,一个是想,第二是说,第三是做。就是从想到,到说到,到做到,这个距离最短就是心想事成,也是水到渠成。
LiuShunDa:I've always thought of business enterprises,,strategy、value、culture,As if these things are abstract,But in fact these are concrete。People want to come,so“everything”What does it mean?I think that is at least several stages,One is to,The second is said,The third is to do。Is from thought of,To say to,To do,The shortest distance is everything,Itself is also。
我在福建工作的时候,研究过王永庆。后来,我到他家里去跟他探讨,我说你跟我们共产党的思想是差不多的。他说世界上,没有不可能的事情,这就是解放思想,但是世界上也没有简单的事情。
I work in fujian,Studied WangYongQing。later,Me to his house to discuss with him,I say you with our CPC thought is the same。He said the world,Not impossible,This is to emancipate the mind,But the world is not the simple things。
王永庆的理念是什么,就是要不断地改善,追求经营合理化。其实,我们中国共产党一直讲的是解放思想、实事求是,与时俱进。其实这不完全属于一个政党自身的财富,这是属于全人类的。属于所有成功人士,比如说像王永庆、稻盛和夫,其实乔布斯也是。
WangYongQing philosophy is??????,Is to constantly improve,Pursue business rationalization。In fact,We the Chinese communist party has always speak is to emancipate the mind、Seeking truth from facts,Keep pace with The Times。Actually it's not completely belong to a political party own wealth,It belongs to all mankind。Belong to all successful people,For example WangYongQing like、DaoChengHeFu,Actually jobs too。
《英才》:这位经营之神的理念对你日后的经营有什么启示?
《talent》:The management of the god of the idea to your future business have what apocalypse?
刘顺达:和王永庆交谈的时候,我说你被称为经营之神,我看主要有三个字:第一个字是“信”,第二个字是“借”,第三个字是“预”。预就是战略眼光,凡事预则立,不预则废。王永庆为什么有眼光,因为他敢想。他不断地在止于至善,因为我们大学之道就是讲:“大学之道,在明明德,在亲民,在止于至善。”王永庆对这一段是领悟很深的。因为知止而后有定,定而后能静,静而后能安,安而后能虑,虑而后能得。当很专注的时候,他就有敏锐的眼光和洞察力,他有了这个预以后,他就敢于去借,别人愿意借给他。因为他的预被实践证明是可信的,所以他建立了个人的信用。这三者是不可分的。
LiuShunDa:And WangYongQing talk,I said you were called the god of business,I look at the main have three words:The first word is“letter”,The second word is“borrow”,The third word is“the”。The is the strategic vision,Is forearmed,Unpreparedness spells failure。WangYongQing why have judgment,Because he dare to think。He is constantly in the stop yu zhishan,For the word of our university is to speak:“The word of the university,Clearly, in,In close to people,In the stop yu zhishan。”It's a time WangYongQing to comprehend the deep。Because the knowledge and have set,Set and static,Static and Ann,Ann and fear,Fear and then can。When very focused,He has a keen eye and insight,He had this after beforehand,He will dare to borrow,Others are willing to lend to him。Because he's the been proved to be credible,So he set up personal credit。These three are inseparable。
因为他是经营之神,他一定要借力的。我们每一个发挥自己的主观能动性就是给力,实际上高手是要借力的。所以从经营这个层次来说,最基本的生产经营,实际上还有资产经营,还有资本经营。更多的是对资源进行经营,优化配置资源,王永庆在这个上面就是高手。当他的信用建立起来以后,就有一个马太效应。比如说他签的字不用担保,英国银行就给他借款。
Because he is the god of the business,He must be the means。We each of its own subjective initiative is to force,In fact ace is to the full。So from the management for this level,The most basic production and operation,In fact and asset management,And capital management。More of a resource management,Resources optimization allocation,WangYongQing in the above is master。When his credit set up later,There is a Matthew effect。For example he sign words don't guarantee,British Banks give him the loan。
知止而后定
Stop and then set know
《英才》:你的博客文章很通俗,很多东西深入浅出。
《talent》:Your blog is very popular,Many things easily understood。
刘顺达:谢谢鼓励。我认为讲话和写文章都要“要言不烦”,谁也不喜欢听那种像裹脚布一样的东西。两三分钟,抓不住人家的注意力,那就没有心情听你了。实际上,沟通的时候,要扣动人的心弦,你拨动以后,他就产生共鸣,他有兴趣,他才能跟你去沟通。跟领导去讲话,不能给他上课,就需要要言不烦。跟老百姓去讲话也是这样,他才能听你的东西,所以文风实际上就是一个人的作风,一个人的修养。
LiuShunDa:Thank you encourage。I think to speak and to write the article“Brevity is the soul of wit”,Who also don't like to hear that GuoJiaoBu like something。Two or three minutes,To hold the attention of people,That is not in the mood to listen to you。In fact,To communicate,To pull of people's hearts,After you clicked,He resonance,He is interested in,He can communicate with you。With leadership to speak,Can't give his class,Brevity is the soul of wit need。So it is with people to speak,He can hear your things,So is in fact a person style of style,A person's culture。
《英才》:那么你认为怎么做才算得上优秀的企业家?
《talent》:So you think how you can do it is outstanding entrepreneur?
刘顺达:现在大家都在用精益管理。其实我说就是精益求精。我们在市场上进行竞争,就需要有竞争力。竞争力是来源于战斗力,战斗力来源于凝聚力,要训练有素,依靠什么去连接人心呢,关键是执行力。我认为执行力是决定于领导力,领导力决定于思想力,思想力决定于学习力。因为你只有善于学习,才能做到眼界宽、思路宽、心胸宽。作为领导,要像王永庆一样,要有预见性,你不善于学习,不可能有预见性。你不善于借力、借势,说明你在战略上是没有高度的。
LiuShunDa:Now everyone is using lean management。I actually said that excellence。We compete in the market,Has to be competitive。Competitiveness is derived from the fighting capacity,Fighting capacity from cohesive force,Well trained to,Depends on what to connect to the heart,The key is execution。I think that execution is decided in leadership,Leadership decided to the mind force,Thought force decided to study power。Because you only good at learning,To do vision is wide、Ideas wide、Mind breadth。As a leading,Like WangYongQing,To have the foresight,You are not good at learning,There may not be predictable。You are not good at borrows、Taking advantage,Explain you are there is no strategy of height。
《英才》:你说过战略的实质就是定位问题。
《talent》:You said that the essence of strategy is orientation。
刘顺达:我为什么要特别讲这个定位,因为“止、定、静、安、虑、得”,这六个字就揭示了一个奥妙。有句话叫:志在顶峰的人,不会在半路停下来。这个止是非常重要的,高山仰止,景行行止。所以大学之道,知止以后,你才有一个定,才能确定你的目标。在管理模式上面,就是卓越绩效。卓越绩效特别是在一些跨国公司大行其道,其实它就是一个评价标准,就是一种思想。
LiuShunDa:Why should I tell the special position,because“check、set、static、Ann、fear、Have to”,The six words reveals a secret。There is a word for:Aim at the peak,Not to stop halfway。The check is very important,GaoShanAngZhi,JingHangHangZhi。So the word of the university,Know after the,Can you have a set,To be sure you goal。In management pattern above,Is performance excellence。Performance excellence, especially in some multinational company is popular,In fact it is a evaluation standard,Is a kind of thought。
我们再想一想,邓小平最伟大的思想就是“三个有利于”,三个有利于其实就是三个止。我们再想一想,三个代表是什么?也是卓越绩效。科学发展是什么?是卓越绩效。创先争优是什么?还是卓越绩效,都是一个止。
We think again,Deng xiaoping's thought is that the greatest“Three benefits”,Three benefits is actually three check。We think again,The three represents is???????Is also performance excellence。The scientific development is???????Is performance excellence。Excel??? What???Or performance excellence,Is a stop。
《英才》:发现你爱把很多中国古代文化、古代哲学的东西结合到现代管理当中。
《talent》:Find your love to a lot of the ancient Chinese culture、Ancient philosophy to combine with modern management of things。
刘顺达:谢谢。止和定关系非常密切,为什么古人说知止而后有定?我们的监事会主席,就经常问我们一句话:中国企业要做强做优,世界一流,那么我们离世界一流还有多远?世界一流是什么样子?这就是止。离现在跟它有多远,能够把它量化吗?所以我现在就要求我们企业科学对标、量化序化。
LiuShunDa:thank you。Check and set a close relationship,Why the ancients says know later check decide?Our board of supervisors chairman,Just as often ask us a word:China enterprise will grow better,The world first-class,So we how far away from the world first-class?World class is what look like?This is the。From now how far with it,To put it quantitative?So I now require us to enterprise scientific standard、Quantitative sequence of。
《英才》:大唐对标的公司是什么?
《talent》:To mark the datang company is what?
刘顺达:我认为跟谁对标不重要,关键是谁对标。这里面涉及了世界观里一个核心的思想,是我一直要强调的以人为本,不是以事为本,不是什么班组、不是支部、而是人,就是每一个活生生的人。
LiuShunDa:I think and who to mark is not important,Who are the key to standard。It involves the worldview a core ideas,I've been to emphasize the people-oriented,Not on things for this,The shift is not what、The branch is not、But people,Each is a living person。
只有以人为本,才真正地体现科学发展观的思想,才真正地体现了马克思和恩格斯讲的,在共产主义社会中,“每个人的自由发展是一切人自由发展的条件”。所以我们解放生产力,就是解放每一个人,一定是到每一个具体的人,这个是必须的。
Only the people foremost,Truly reflect the scientific concept of development thought,Truly reflected Marx and Engels said,In the communist society,“The free development of each is free of all the conditions”。So we liberate the productive forces,Each one is free,Must be to each specific people,This is a must。
最后,我还想强调一点,中央企业有两大优势,即现代企业制度优势和政治优势。发挥两大优势的关键在于真正实现以人为本,具体体现在一切为了人,一切依靠人。一是切实把全心全意为人民服务和全心全意依靠工人阶级落到实处;二是切实把全面计划管理与全面预算管理无缝对接落到实处;三是切实把全面责任管理同全员业绩考核落到实处。
finally,I also want to emphasize that,The central enterprise has two big advantage,That is the modern enterprise system advantage and political advantage。Play two advantages, the key is that really realize people-oriented,Specific reflected in everything for the people,All rely on people。One is to serve the people wholeheartedly and rely on the working class wholeheartedly into effect;2 it is the comprehensive plan to management and comprehensive budget management seamless docking into effect;Three is to overall responsibility with full performance appraisal management into effect。
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