On October 22, Xu Jiayin announced Evergrande's three major strategic decisions to resolve risks and save itself: one is to resume work and production to ensure the delivery of buildings; the second is to fully implement the sales of existing buildings; and the third is to realize the transformation from the real estate industry to the new energy automobile industry within 10 years.
To be honest, I was a little surprised by the boss's decision-making logic, or the assistant's lack of prudence. The three decisions are not juxtaposed, and the resumption of work and production and the sale of existing buildings are obviously only two prerequisites for the transformation to the new energy automobile industry.
But the theme here is: no matter how much money Xu Boss, who is "rich" and powerful, has sprinkled money in new energy vehicles or other diversified fields in the past,
Last time, "Today's Experience I The Core of the Operator" said that the operator should find his own circle. From its own point of view, it is to constantly iterate its own gap model.
Using the professional structuring ability of consultants, there are generally three prerequisites for the successful success of the bearer operator:
1. The industrial chain has more room for growth
In the past 20 years, Evergrande Group, which has been attacking the city and plundering the land, has sold more than 700 billion yuan in 2020, which is a giant enterprise in the world's housing enterprises, but 2020 is also a peak of the state promulgating three red lines for real estate and curbing real estate overheating. Evergrande hedges the downward curve of the main real estate business by entering a number of unrelated industries, among which the market has trillions of new energy vehicles, which has become the blue ocean of Evergrande's most high hopes for breaking the "circle". The valuation of the new energy automobile industry is not based on the price-earnings ratio, but can be described as a fantastic "market dream rate", also in 2020, on February 19, even if a car has not yet been produced, it does not prevent evergrande automobile's market value from reaching 646.69 billion yuan. Theoretically, in 2021, Evergrande encountered a debt crisis, it is said that the total debt reached 1.97 trillion yuan, if its crisis did not extend to Evergrande Automobile, Evergrande Group relied on Evergrande Automobile's good performance in the capital market, raised funds to resolve debts, and even turned the tide of Evergrande's cause in one fell swoop.
2. The management structure has changed
Let's take real estate as an example.
The strategic transformation of large real estate enterprises has a standardized route: that is, from real estate manufacturers to smart city construction operators, to put it bluntly, from the past business logic around infrastructure and "things" to the commercial logic around infrastructure and "people flow". From property services, business management, education, medical care, automobiles, retail shopping to industrial science and technology services, etc., it is based on the "flow of people" for secondary realization and long tail realization.
This requires a change in the management architecture. The process of moving from housing construction to diversification of the business sector, the registration of multiple business entities, the leader of the Liepin plate, and it is only a surface project. Behind the "building structure, building a team, and leading a team" is the control system that implements the will of strategic goals. What determines its success or failure comes from whether the boss can respect the laws of different industries and whether it can reduce the dependence on the real estate business path. Why? Real estate thinking is the thinking of building blocks and moving bricks, which is characterized by resource throughput and high debt and high turnover, while the transformation of various industries catalyzed by the logic of "human flow" is industrial operation and fine control. One of my real estate clients, for the transformation of the newly established agricultural tourism, education, technology, medical and other sector leaders, directly set a 5-year valuation of trillions of dollars, and on this basis to the plate management team to open equity, to report the progress of the work in a daily unit, how can such a control structure land?
Therefore, the housing enterprises that do not lack the ability to create dreams out of nothing, and their transformation to break the "circle" road is long and long. The strategy is landed on the details of control.
3. The ability structure has changed
Changes in the business structure and management structure will be transmitted to the capability structure.
The circle-breaking strategy is particularly important for the ability to jump. Because passion is easy to ignite dreams, but if an enterprise does not have the internal driving force of "breaking the circle", it will only be a dou that cannot be supported, even if it is strategized like Zhuge Liang, it will only be exhausted and die in the end of Wuzhangyuan.
Reading the Book of Transmissions today, I benefited greatly:
【Original】
The first question: "How have you worked hard in recent years?" ”
Jiu Chuan said: "In recent years, the experience of 'MingMingde' kung fu is only 'sincerity'. Since 'Ming Mingde is in the world', step by step into the root, to the 'sincerity' can no longer go, how can there be 'grace' work before? Later, after experiencing it, I felt that the sincerity and falsity of the intention must be prophetic, and Yan Zi 'has not tasted the unkindness, and has not tasted the repetition of the knowledge' [4] as evidence, suddenly if there is no doubt, but there is more 'grid' kung fu. And thinking of the spirit of my heart, how can there be good and evil that is not intentional? It is only when the material desires are covered, and the material desires must be removed, and only then can the ears be like the face of the child who is 'not unaware'. He also doubted that kung fu was reversed, and it was not a fragment of 'sincerity'. After asking Xi Yan [5], Xi Yan said: "Sir, it is a sincere kung fu, excellent." Jiu Chuan said: "How is it sincere kung fu?" Xi Yanling thought about it again, and Jiuchuan finally did not realize. Excuse me. ”
Sir: "Oh shit! At this moment, I have a word. But the matter of the face that Mao has raised is enough, as long as the body, mind, mind, knowledge, and things are one thing. ”
Jiuchuan wondered, "How can things be one with the body, mind, mind, and knowledge?" ”
Sir: "The ears, eyes, mouth, nose, limbs, and body, can not see, hear, speak, and move?" The mind desires to see, hear, speak, or move, and it is impossible to have no ears, eyes, mouth, nose, or limbs. Therefore, if there is no heart, there is no body, and if there is no body, there is no heart. But it refers to the body that is full of words, the heart that is said to be the heart of its master, the meaning of the heart that is launched, the knowledge that the spirit of the intention is clear, and the thing that refers to the meaning of the meaning, but it is only one thing. Where there is no dangling of meaning, there must be things, so if you want sincerity, you will do whatever you want, and if you go to heaven for what you want, then the conscience will be in this matter. This is the work of sincerity. Jiuchuan was relieved to have broken the doubts of several years.
【Definition】
Mr. Yang Ming's military affairs were very urgent and hurried, and he could only use the time to teach in his spare time, and he began by asking, "How have you worked hard in recent years?" ”
Jiuchuan replied, "In recent years, I have experienced that 'Mingmingde' kung fu is just 'sincerity'. Since 'Ming Mingde is in the world', step by step into the root, to the 'sincerity' can no longer be pushed away, why 'sincerity' before there was a 'gewu zhizhi' work? Later, I experienced that the sincerity and falsity of the intention must be predicted to be able to be determined, and with Yan Zi's 'there is no goodness, I don't know, I don't know it, I don't know it, I can suddenly be enlightened and there seems to be no doubt anymore, but I have more 'character' kung fu. And thinking about my heart so clearly, how can I not know the good and evil of the mind? It is only blinded by materialism that it must be eliminated in order to be like Yanzi, 'there is no goodness but not knowing'. I also suspect that kung fu may be reversed, so that the 'sincerity' cannot become a whole. Later, when I asked Cai Xiyan, Xiyan said: "Mr. Yang Ming said that gewu zhizhi is sincere kung fu, and he said it very well. Jiuchuan asked, "What is sincerity kung fu?" Xi Yan asked me to think about it myself again, jiuchuan could not be enlightened after all. I kindly ask sir for advice. ”
Mr. Yang Ming said, "What a pity! This can make you enlightened in one sentence. But the thing you are talking about is that as long as you know that body, mind, mind, knowledge, and things are one thing. ”
Jiuchuan questioned, "How can things be the same thing as body, mind, mind, and knowledge when things are outside?" ”
Mr. Yang Ming said: "The ears, eyes, mouth, nose, and limbs belong to the body, and if there is no heart, how can we see, hear, speak, and move?" The mind must see, hear, speak, and move, and it cannot be done without ears, eyes, mouth, nose, and limbs. So without a mind there is no body, and without a body there is no mind. It is only called the body from the point of view of its congestion, the mind from the point of view of its master, the mind from the point of view of the initiation of the mind, the knowledge from the point of view of the spirituality of the mind, and the thing from the point of view of the involvement of the mind, just one thing. The intention is not dangling, it must involve things, so if you want sincerity, you will correct it with something where the intention is located, remove its human desires and return to heavenly reason, and conscience will not be deceived in this matter and can be expanded. This is the work of sincerity. Jiuchuan then relieved himself of the doubts he had been wondering for years.