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CEO","person-tim-cook","段永平评价库克，核心是理性、理解乔布斯追求、延续苹果文化，并把苹果从乔布斯时代带入更大规模的长期经营。",5230,{"title":771,"slug":772,"description":773,"category":676,"order":774,"type":694,"volume":9,"volumeOrder":9,"chapterOrder":9},"马云：段永平为什么一直认为他了不起","person-mayun","段永平对马云的评价长期很高：他看重马云兼具理想主义和现实主义，也欣赏其勇气和企业文化意识；但这不等于他对阿里没有保留。",5240,{"title":776,"slug":777,"description":778,"category":676,"order":779,"type":694,"volume":9,"volumeOrder":9,"chapterOrder":9},"丁磊：段永平为什么说他很有悟性","person-dinglei","段永平评价丁磊，核心是“很有悟性”、单纯、不算计人，而且在网易现金很多时没有犯大错。",5250,{"title":781,"slug":782,"description":783,"category":676,"order":784,"type":694,"volume":9,"volumeOrder":9,"chapterOrder":9},"马化腾：段永平为什么正面评价他","person-mahuateng","段永平对马化腾的评价简洁但重要：人不错、年轻，并且微信和微信支付的影响非常大且深远。",5260,{"title":786,"slug":787,"description":788,"category":676,"order":789,"type":694,"volume":9,"volumeOrder":9,"chapterOrder":9},"俞敏洪：段永平为什么说他是条汉子","person-yuminhong","段永平欣赏俞敏洪的韧性和面对问题的能力，甚至说他是“条汉子”；但也认为俞离顶级企业家还有距离，新东方生意模式不是自己特别喜欢的类型。",5270,{"title":791,"slug":792,"description":793,"category":676,"order":794,"type":694,"volume":9,"volumeOrder":9,"chapterOrder":9},"季克良：段永平为什么说他对茅台至关重要","person-jikeliang","段永平评价季克良，核心是质量文化和造钟人作用：季克良让茅台成为今天的茅台，功不可没。",5280,{"title":796,"slug":797,"description":798,"category":676,"order":799,"type":694,"volume":9,"volumeOrder":9,"chapterOrder":9},"黄仁勋：段永平为什么欣赏他","person-huangrenxun","段永平欣赏黄仁勋，重点在真诚、有能量、长期方向一致，以及带领英伟达形成强生态；但他仍然区分“欣赏人”和“看懂英伟达十年护城河”。",5290,{"title":801,"slug":802,"description":803,"category":676,"order":804,"type":805,"volume":9,"volumeOrder":9,"chapterOrder":9},"段永平高度评价过的公司","topic-highly-rated-companies","段永平高度评价公司时，核心标准不是名气，而是能否长期做对事情：好产品、好商业模式、好文化、好管理层和可理解的未来现金流。",5300,"topic",{"title":807,"slug":808,"description":809,"category":676,"order":810,"type":805,"volume":9,"volumeOrder":9,"chapterOrder":9},"段永平高度评价过的人","topic-highly-rated-people","段永平评价人，重点不是名气，而是这个人是否理性、真诚、关注本质、能长期做对事情，并能把个人能力沉淀为组织能力。",5310,{"title":812,"slug":813,"description":814,"category":676,"order":815,"type":805,"volume":9,"volumeOrder":9,"chapterOrder":9},"段永平正在重估的公司","topic-revaluated-companies","段永平的重估案例最值得看的是变化过程：他会承认看不懂，也会在新证据出现后调整判断，但始终保留能力圈和长期现金流边界。",5320,{"id":817,"title":591,"body":818,"category":427,"chapterOrder":51,"date":9,"description":593,"editor":3418,"extension":3419,"meta":3420,"navigation":3421,"order":594,"path":3422,"publishedAt":9,"seo":3423,"seoDescription":593,"seoTitle":3424,"slug":592,"source":9,"sourceAuthor":1207,"sourceDate":9,"sourceNote":3425,"sourceStatus":3426,"sourceUrl":9,"sources":3427,"stem":3428,"summary":593,"tags":3429,"type":435,"updatedAt":3431,"volume":564,"volumeOrder":36,"__hash__":3432,"_collection":3433},"dao\u002Fdao\u002Fqanda\u002Fwenda-company-bbk.md",{"type":819,"value":820,"toc":3409},"minimark",[821,826,830,837,843,848,851,854,863,871,874,879,886,894,899,902,905,910,913,921,924,930,938,950,953,958,967,970,975,980,983,986,989,994,1000,1005,1011,1016,1026,1032,1040,1050,1055,1060,1068,1073,1078,1083,1090,1095,1098,1103,1106,1117,1120,1127,1136,1141,1144,1151,1157,1160,1169,1172,1177,1180,1185,1191,1194,1197,1202,1209,1212,1218,1223,1226,1229,1235,1241,1246,1249,1262,1271,1282,1295,1318,1327,1334,1340,1343,1352,1355,1363,1369,1372,1376,1382,1392,1395,1407,1412,1415,1426,1429,1432,1449,1454,1465,1468,1471,1496,1509,1514,1535,1540,1548,1556,1559,1564,1567,1570,1575,1578,1583,1586,1591,1600,1603,1608,1615,1623,1626,1629,1634,1637,1642,1647,1650,1653,1656,1659,1662,1665,1668,1675,1678,1681,1686,1689,1692,1695,1698,1701,1704,1707,1710,1713,1716,1719,1722,1725,1728,1731,1734,1737,1740,1743,1749,1752,1755,1758,1761,1767,1770,1773,1778,1781,1784,1787,1790,1795,1798,1801,1804,1809,1812,1820,1824,1827,1832,1835,1838,1843,1846,1849,1852,1855,1858,1863,1867,1874,1882,1888,1891,1897,1902,1913,1918,1921,1933,1941,1948,1953,1956,1961,1973,1976,1979,1985,1994,2002,2014,2023,2029,2035,2052,2055,2058,2061,2066,2069,2077,2080,2085,2091,2096,2099,2104,2107,2112,2118,2123,2126,2131,2134,2139,2142,2145,2150,2156,2161,2167,2170,2173,2178,2184,2187,2192,2198,2203,2210,2217,2225,2228,2231,2236,2239,2244,2247,2252,2258,2261,2266,2273,2276,2281,2285,2291,2296,2299,2302,2310,2313,2318,2321,2341,2344,2347,2352,2358,2363,2376,2381,2389,2394,2399,2402,2414,2425,2428,2443,2451,2454,2457,2464,2467,2470,2473,2478,2481,2484,2492,2497,2500,2515,2518,2523,2526,2531,2534,2539,2542,2547,2550,2553,2556,2561,2564,2569,2572,2575,2580,2586,2589,2594,2597,2600,2605,2614,2619,2627,2630,2645,2648,2657,2660,2665,2668,2673,2676,2681,2684,2689,2695,2698,2703,2706,2711,2714,2719,2728,2733,2736,2739,2742,2747,2752,2757,2765,2770,2773,2778,2794,2803,2809,2814,2817,2822,2828,2839,2842,2847,2850,2859,2865,2870,2875,2880,2886,2894,2909,2920,2923,2929,2936,2947,2965,2983,2986,2995,3001,3004,3019,3024,3027,3032,3035,3040,3048,3059,3065,3071,3080,3083,3088,3093,3096,3101,3104,3109,3112,3117,3120,3129,3134,3137,3142,3145,3150,3153,3158,3161,3166,3171,3174,3177,3180,3183,3186,3189,3195,3203,3206,3211,3220,3225,3230,3235,3240,3245,3248,3253,3258,3263,3266,3269,3272,3275,3278,3281,3284,3289,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从小霸王到步步高",[827,828,829],"p",{},"网友：有篇小文章说大道卖过章光101。不知道是不是真的？",[827,831,832,836],{},[833,834,835],"strong",{},"段永平："," 真的卖过章光101!那时候还在读研究生，稀里糊涂倒过一次，好像赚了不到2000块人民币。时间坐标大概是1988年初，具体可能有点出入。当时是一个室友说能买到一箱(不知道是6瓶还是12瓶)，根据我的建议提完货后就在厂门口卖掉了，然后我们两个平分了利润。那时好多人在门口等着买，据说拿到日本可以卖到好价钱。",[827,838,839,840],{},"我们两个从来没做过生意的读书人，一个负责货源，一个负责找买家谈价钱，一个下午不到就完成了交易，算是赚到了我人生第一笔大钱。那时我读研的工资是70多一点。不过，那也是我唯一成功过的贸易。",[833,841,842],{},"后来不肯做贸易也是和这个经历有关的。两头在外的生意是无法长期的。",[827,844,845],{},[833,846,847],{},"记得那是个倒爷遍地的时期，我得到的经验是不能做倒爷，不然会很累。(2022-09-20)",[827,849,850],{},"我1988年底到中山找工作时，口袋里真的就只剩5块钱了，第一个月还没有任何收入(在同学那里混了一个月的饭)。这也是为什么我们公司会给刚来的大学生安家借款的原因，因为刚刚毕业的同学们很多是非常窘迫的。(2022-09-18)",[827,852,853],{},"网友：大道从佛山去中山，是陈智勇“引进”的。",[827,855,856,858,859,862],{},[833,857,835],{}," 当年在佛山时，有天有个办公室同事从澳门带了台",[833,860,861],{},"任天堂","游戏机回来，我们一帮小年轻当晚就玩得通宵达旦，不亦乐乎。很快听说有两个中山同学在一家公司卖游戏机，于是我就过去了。陈智勇把我介绍给了大老板陈建仁，大老板就收我了，并给了一个副厂长的职务，大概因为我是学经济的研究生，本科还是学电子的，还有几年的工作经验，履历很好。",[827,864,865,866,870],{},"当时那个厂长对我们三个态度非常刻薄，他也不想做工厂，于是大老板没多久就问我，这个工厂交给你负全责如何。我没啥经验但也没啥可害怕的，于是就接下来了。那是一个非常小的工厂，连工人在一起也不到20人，账上没现金还有200万的",[867,868,64],"a",{"href":869},"\u002Ffuzhai","，而且那还是1989年3月，开始非常艰难。故事说起来非常长，但大致如此。",[827,872,873],{},"网友：您当初去中山是怎样说服领导让您在这么短时间内就成为厂长的？",[827,875,876,878],{},[833,877,835],{}," 因为原来的那个小厂(连生产线工人在内共有十几个人)的厂长不干了，想做贸易，觉得那样赚钱快。所以我就“被”说服当了厂长。(2011-09-22)",[827,880,881,882,885],{},"网友：您一进",[833,883,884],{},"小霸王","就是总经理吗？",[827,887,888,890,891,893],{},[833,889,835],{}," 我们开始做的时候账上只有3000块钱，却有200万债，连工人在内只有十几个人。",[833,892,884],{},"这名字是后来取的。(2011-07-10)",[827,895,896,898],{},[833,897,884],{},"这个厂当时欠了总公司(集团公司)200万。我接任之前厂子还有3万元现金存款。我接任第一天就给我发了一张利息单，把那3万都收走了，还剩下2000多元，老板还要拿走，我就去找老板说不行。所以，我们就只有2000元现金，库里一堆卖不出去的烂货，还有200万欠款，就是在那个基础上起来的。",[827,900,901],{},"我们最开始找供应商进了一些SKD散件帮忙进行组装，但必须要在7天之内卖完，因为答应了供应商第7天要给钱。第一单就赚了20万人民币，然后开始慢慢做起来了。(2021-07-10)",[827,903,904],{},"网友：你接手工厂后遇到最困难的事是什么？",[827,906,907,909],{},[833,908,835],{}," 没钱。(2010-03-30)",[827,911,912],{},"网友：您二十七八岁时在忙什么？",[827,914,915,917,918,920],{},[833,916,835],{}," 在读研究生，28岁开始做",[833,919,884],{},"。(2011-07-08)",[827,922,923],{},"乐百氏、王老吉当年都是租来的牌子，最后也都遇到了很大的麻烦。很少人知道当年我们也租过牌子。我们最早开始做游戏机时，曾经用过中国台湾的一个牌子，叫“创造者”。由于我们质量好，这个牌子一开始就还不错，但当时中国的台商(以及代理的中国港商)比较短视，居然开始将同一牌子的产品包装盒偷偷卖给其他人。",[827,925,926,927,929],{},"(仅仅是个包装盒啊，当时一块多人民币一个，大概是1990年？)我当时想，长此以往怎么可以？于是就有了",[833,928,884],{},"。(2016-11-17)",[827,931,932,934,935,937],{},[833,933,884],{},"“始创”于1987年，始创其实是广东话。最早叫日华电子厂，是中山怡华下属公司。我是1988年底加人，1989年大概3月接手这个烂摊子。最早用的是台湾人的牌子，叫创造者，后来曾经注册个商标叫“合家欢”，大概 1990-1991年才开始推的",[833,936,884],{},"。1995年8月离开。",[827,939,940,942,943,945,946,949],{},[833,941,884],{},"这个名字是珠海一个客户在饭局上提出来的，我当时就觉得非常好，回来就注册了。",[833,944,884],{},"这个商标简单无歧义，易于传播，缺点是“霸”字笔画太多，商标很难有美感。对比之下，",[833,947,948],{},"小天才","会好很多。(2024-02-14)",[827,951,952],{},"网友：马云谈及平头哥半导体时说，\"我对平头哥比较感兴趣的，太牛的一个，就是跟人打架，无所畏惧，别告诉我对手是谁，也别告诉我多少人，告诉我时间、地点就行了。我这个人，我从来不怕。\"",[827,954,955,957],{},[833,956,835],{}," 想起那个面对一堆偷井盖的大汉还敢大吼一声的马云。每当想起这个时刻，我心里总有一丝感动。马云内心深处是有个江湖的，他就是那个武林高手哈。",[827,959,960,961,963,964,966],{},"我自己不确定如果面对几个大汉我敢大吼一句。我从来没有面对过那种情景，所以真的不知道。我个人直接面对过的最需要勇气的大概就是打假了。在",[833,962,884],{},"早期，我们刚刚推出",[833,965,884],{},"时在广州就有人假冒我们的商标了，当时公司的法律顾问不敢去管，我就只好自己提个包，假装买货的人去卖假货的地方订了一批货并让他们送到火车站以便人赃俱获。当时执法部门很给力啊，不然我就跑不掉了哈。（2018-09-20）",[827,968,969],{},"网友：看来段总的勇气不比马云少啊！假冒商标的事是不是\"广州佬\"告诉你的？",[827,971,972,974],{},[833,973,835],{}," 我那个不一样，我没有选择的余地。马云是可以选择离开的，我们当时规模还很小，只能面对啊。大概是1991-92年的事情。（2018-09-21）",[827,976,977,979],{},[833,978,835],{}," 最近由于OPPO以及vivo在手机领域里的不断发展，关心我们的人越来越多了。有些东西传来传去传偏了很多，有的甚至是没影的事情，所以本人决定借博客来说说真实的我们，说说一些过去的事情。",[827,981,982],{},"今天看到一条，还是一个熟人说的故事，说马云听说我们厉害后就去了我们那里，然后准备300亿买下步步高研究院。这事具体怎么传成这样我不知道，我只想说两个事实：1.我们就没有步步高研究院这么个单位，2.我很佩服马云的很多方面，也和马云算是好朋友了，见过多次面，平时也偶尔会通个短信啥的，但我们之间从来没谈过生意。从来没有啊，不然我得多赚多少钱啊！",[827,984,985],{},"（这句话是玩笑）（2016-10-11）",[827,987,988],{},"网友：“段总，我觉得你早年成功最主要的原因是：紧随当时的行业领袖---任天堂。不知道你同意吗？或者还有更好的答案？”反正我个人觉得这个应该不是“最”主要的原因，还是听听您的吧！",[827,990,991,993],{},[833,992,835],{}," 呵呵，那个可能是我们不够成功的原因。如果那时我们就开始做搜索的话，就没google什么事了。所谓成功人士，运气看起来固然重要，但其实运气对大家是均等的。那个时候做游戏机的人恐怕比现在做手机的人都要多，是不是都算跟对了行业？做搜索的人多了去了，但google只有一个。顺便问下，这里有人知道当年的小天才游戏机的吗？（2011-11-14）",[827,995,996,997,999],{},"网友：可以请段总说一下他那时候的小霸王，应该是一个例外（一家",[867,998,64],{"href":869},"的小长家）。",[827,1001,1002,1004],{},[833,1003,835],{}," 那时的小霸王确实厉害，记得95年仅仅靠那一两款产品的获利就和当时的海尔差不多了。（2013-10-17）",[827,1006,1007,1008,1010],{},"网友：当初一起做",[833,1009,884],{},"的那个团队现在还在吗？",[827,1012,1013,1015],{},[833,1014,835],{}," 很多人都还在。(2011-07-06)",[827,1017,1018,1019,1022,1023,1025],{},"当初成立的时候叫力高，后来改名叫",[833,1020,1021],{},"步步高","的。",[833,1024,1021],{},"1995年9月18日在东莞长安正式成立。(2012-09-19)",[827,1027,1028,1029,1031],{},"网友：您当时为什么从那么多征名里面挑选了",[833,1030,1021],{},"?",[827,1033,1034,1036,1037,1039],{},[833,1035,835],{}," ",[833,1038,1021],{},"是我们征名征来的。",[827,1041,1042,1043,1046,1047,1049],{},"我们当时建这个",[867,1044,141],{"href":1045},"\u002Fpinpai","的时候，很多人给我们提建议，比方说你起一个洋名字，那样看起来像一个洋",[867,1048,141],{"href":1045},"，我说这个……因为我做企业一开始，就提出要以诚为本，不能蒙人家，你起个洋名字本意就是已经想蒙人了，就让人家以为你是个洋东西，所以我跟大家讲我一定要取一个本土的名字。",[827,1051,1052,1054],{},[867,1053,141],{"href":1045},"它有最基本的特征。",[827,1056,1057],{},[833,1058,1059],{},"第一，字的笔画不能够复杂。",[827,1061,1062,884,1065],{},[833,1063,1064],{},"就是因为我做",[833,1066,1067],{},"的时候那个霸字给我带来很多困惑，所以我就有一个这样的定义，名字不能够笔画太复杂，让你有很多地方做不了；",[827,1069,1070],{},[833,1071,1072],{},"第二，不能有疑义。",[827,1074,1075,1077],{},[833,1076,1021],{},"，哪个步哪个高你一定很清楚，对吧？",[827,1079,1080],{},[833,1081,1082],{},"第三，容易传播容易记。",[827,1084,1085,1021,1088],{},[833,1086,1087],{},"第四，当时在设计征名时还出了个问题，征名一般是取唯一，我们没有想过这个问题，没想过征名会来那么多，其中有8个是叫",[833,1089,1022],{},[827,1091,1092],{},[833,1093,1094],{},"我们那时候的选用标准是用了你的，我们就付5000块钱，所以最后是这8个人每个人付5000。(2004-05-15)",[827,1096,1097],{},"网友：《步步高》那个词是您填的吗？最近公司的晚会拿它表演了，不过是手语，很多公司营销培训都用这首歌，挺激励人的。",[827,1099,1100,1102],{},[833,1101,835],{}," 不是我填的。后期我们已经觉得这首歌词有点问题，所以现在不太用了，主要是觉得“付出总有回报”有点不太对劲。你这一说我就更觉得有点问题了，以后不会让传销公司拿去用吧？",[827,1104,1105],{},"一般来讲确实如此，但很多时候回报不是追求来的。这个说法觉得有点功利性，自己感觉不太好。（2013-02-25）",[827,1107,1108,1109,1111,1112,1116],{},"2005年",[833,1110,1021],{},"十周年“记”念晚会上，我完整讲过一次公司名字、愿景和“更健康更长久”的由来，全文见",[867,1113,1115],{"href":1114},"\u002Fduanyongping-2005nianbubugaoshizhounian-ji-nianwanhui-duanyongpingfayan","2005年步步高十周年“记”念晚会段永平发言","。（2005年）",[827,1118,1119],{},"网友：您怎么舍得把股份都分了？国内像您这样的人不多。",[827,1121,1122,1036,1124],{},[833,1123,835],{},[833,1125,1126],{},"就觉得自己一个人干没那么有意思，大家能一起分享企业的成长会比较开心，反正我也不在乎股权的多少，因为成长起来了绝对额会足够大的。我的授权确实不错，但那不是一朝一夕之功。(2020-10-11)",[827,1128,1129,1130,1132,1133,1135],{},"网友：您当年是因为经营者持股的问题从",[833,1131,884],{},"出走的。如今在",[833,1134,1021],{},"，这个问题是如何解决的呢？",[827,1137,1138,1140],{},[833,1139,835],{}," 最早成立这个公司的时候，我是占最大股的，因为很多员工手头没有现金。很多专家讲，你应该用期权。期权其实是没有用的。如果不是上市企业，有期权没有用；就算是上市企业，如果不是一个成长性非常高的企业，期权也没有用。我想的办法是把自己的股份稀释了。当时我占最大股，有70%多，现在我的股份连原来的1\u002F4都不到了。股份我全都送给员工了。",[827,1142,1143],{},"怎么送的呢？白送也不行。我借你一块钱的现金，你买我一块钱的股份。然后你欠我一块钱，你也不用还我，将来用股份的利润，或者股份增长的股息还我。每年的利润有多少是给员工的，有多少股份是要稀释给现有的员工的，规定得都很清楚。在这个问题上，我们企业碰到的问题比较小。",[827,1145,1146,1147,1150],{},"网友：段总，步步高是不是",[867,1148,88],{"href":1149},"\u002Fxianjinliu","很充足啊？这是衡量一个企业健康的一方面？",[827,1152,1153,1156],{},[833,1154,1155],{},"段永平：我们这方面挺健康的"," 。（2010-04-06）",[827,1158,1159],{},"网友：您把小霸王和步步高从小做到大的过程中，资金的状况是怎么样的？大概在哪些阶段需要贷款和融资？还是说一直都是自己滚雪球？",[827,1161,1162,1164,1165,1168],{},[833,1163,835],{}," 基本上是靠滚雪球，钱多就多做些，没钱就不做。",[833,1166,1167],{},"我比较保守，老觉得借钱不太舒服"," 。再说，那时民营企业很难借到钱。（2011-05-12）",[827,1170,1171],{},"网友：2011-2012年的危机跟智能手机转型有关吗？记得iPhone4是2010年发布的。",[827,1173,1174,1176],{},[833,1175,835],{}," 也可能是2012-2013年，具体我也没太在意，当年要是过不去就一定会记得的。",[827,1178,1179],{},"网友：2011-2012那一年，我一直在博客上请教大道问题，完全没有感受到大道的公司有危机需要处理，只觉得每天都很闲。",[827,1181,1182,1184],{},[833,1183,835],{}," 哈，危机要你都能看出来，我们早就乱了吧？记得大概1996-1997年，我们也有过一次危机，那时我们账上一度只有2000块人民币了。作为当时的CEO我也是照常去打球的（呆在办公室怕影响别人？）。后来当时的财务说，看到阿段照常去打球，说明我们没事。也是运气好，该回来的钱及时从俄罗斯回来了。我们有些供应商成为我们的股东其实就是在那个阶段。",[827,1186,1187,1188,1190],{},"当时是有些感人的故事的，我给很多我们的经销商（也是",[833,1189,884],{},"年代的经销商）发了个消息，说我们缺钱了，这个时候拿钱过来可以入股。有个客户开着车，带着不少钱过来跟我说：阿段，我只有这么多了！这是我们这些年跟着你赚的钱……信任真的很值钱啊！有时候还能救命！",[827,1192,1193],{},"2011-2012年那个危机虽然规模更大但危险度是没有1996-1997年那次高的，因为那时我已经投资10年，有点底气了。",[827,1195,1196],{},"网友：在这种生死时刻，能优先想到员工和供应商，这种选择是因为因为手里还有余粮吗？",[827,1198,1199,1201],{},[833,1200,835],{}," 手里还有余粮的事情当时弟兄们应该是不知道的。（2025-10-06）",[827,1203,1204,1205,1208],{},"网友：转述",[833,1206,1207],{},"段永平","：呵呵，记得若干年以后，我见到一个挺熟的供应商，发现他头发掉了好多，就问他怎么搞的。他告诉我说，因为当时选择了拿利息，很后悔，现在每天早上对着镜子拽自己头发啊（这一段是我编的，因为我觉得可能是他太太拽的）。",[827,1210,1211],{},"哈，当时我们确实给大家提供了三个选择：入股，拿利息以及照常付款。三项选择都有选。三十年晚会还见到掉头发的弟弟了。（2025-10-07）",[827,1213,1214,1215,1217],{},"网友：既然您很早就看准了手机行业，为什么2004——2005年国家放开牌照的时候，",[833,1216,1021],{},"没有立即进入，而是观察了很久之后才进去？",[827,1219,1220,1222],{},[833,1221,835],{}," 好像我们是第一时间拿的啊？",[827,1224,1225],{},"别人是贴牌的吧？我记得当时好多人贴牌，但是不太规范，我们有点不敢做。",[827,1227,1228],{},"网友：想问一下段大哥，您当年是怎么控制库存的，我们现在是生产一些款式的衣服，开始每一个款式都不多，有些卖的好，有些卖的不好，卖的不好的就会有积压，最可恨的是有些款式开始卖的好，等大批量生产后，就卖的不好了。这个库存现在挺头痛，您当年是怎么控制这个库存的？",[827,1230,1231,1234],{},[833,1232,1233],{},"段永平：安全第一的原则。小步快跑，宁愿少赚些，不要出大问题。"," （2011-12-15）",[827,1236,1237,1238,1240],{},"网友：恭喜恭喜！对bbk（",[833,1239,1021],{},"）无限崇敬，想不做百年老店都难。还是期待bbk在某个年龄的时候搞个ipo，让俺们有机会多多少少收藏一点，升华俺们心中的bbk情结。",[827,1242,1243,1245],{},[833,1244,835],{}," 争取做103年。不过，我们这种公司的生意模式还不好，不是很好的投资目标。",[827,1247,1248],{},"网友Y：为什么是103年呢？不明白。还有想问问什么样的生意模式是比较好的投资目标，段总能谈谈吗？",[827,1250,1251,1253,1254,1261],{},[833,1252,835],{}," 呵呵，因为有人102年。",[833,1255,1256,1257,1260],{},"所谓好的生意模式大概就是有很宽的",[867,1258,74],{"href":1259},"\u002Fhuchenghe","的那种"," 。我们的生意竞争太激烈，但也许有一天我们也找到一个类似像苹果或谷歌那种生意模式的话，我们会有点厉害的。（2010-09-19）",[827,1263,1264,1265,1267,1268,1270],{},"网友：您的BBK（",[833,1266,1021],{},"）取名是否受了BRK（伯克希尔·哈撒韦公司）的启发？其实您的BBK就是一个最好的有",[867,1269,74],{"href":1259},"的公司，可惜您没上市的计划，真希望有机会买您的公司。",[827,1272,1273,1036,1275,1277,1278,1281],{},[833,1274,835],{},[833,1276,1021],{},"的拼音是BBG，读起来像BB机。我们起名字的时候还不知道",[833,1279,1280],{},"巴菲特","是谁。我们的生意模式不好，不是好的投资标的。（2012-04-06）",[827,1283,1284,1285,1287,1288,1290,1291,1294],{},"网友：",[833,1286,1021],{},"成立至今，一直很健康，所在行业基本是第一，盈利也很好，",[867,1289,141],{"href":1045},"美誉度也很高，您还认为",[867,1292,70],{"href":1293},"\u002Fshangyemoshi","不够好，为什么？",[827,1296,1297,1036,1299,1302,1303,1306,1307,1310,1311],{},[833,1298,835],{},[833,1300,1301],{},"好坏是相对而言的。我们的","生意模式",[833,1304,1305],{},"和","苹果",[833,1308,1309],{},"比确实不是好的","生意模式。",[833,1312,1313,1314,1317],{},"但是，我们的",[867,1315,135],{"href":1316},"\u002Fqiyewenhua","还不错，所以生存能力应该还比较强。(2012-04-11)",[827,1319,1320,1321,1323,1324,1326],{},"网友：大道的公司",[867,1322,70],{"href":1293},"看起来很一般，或许是有很好的",[867,1325,135],{"href":1316},"强力支撑的作用。",[827,1328,1329,1036,1331,1333],{},[833,1330,835],{},[867,1332,70],{"href":1293},"很一般？Top1%应该没问题吧？(2023-08-18)",[827,1335,1336,1337,1339],{},"其实你要找出10个以上比目前活下来的",[867,1338,70],{"href":1293},"好的智能手机公司可能是非常困难的。(2022-05-13)",[827,1341,1342],{},"网友：昨天和同学聊天，听说他一朋友去了深圳的一个刚起步做网游的小公司，同学跟我说：“那个公司的幕后老板是步步高的一个股东，阔气的不得了，经常跟他们说钱有的是，资金不是问题。”看来学长您成就了不少阔人呐～很好奇地想请教您个问题：在您创业初期就加入步步高的员工，如果一直留在步步高，是不是都成为股东发达了？您怎么安排资历老但是能力有限的早期员工呢？",[827,1344,1345,1347,1348,1351],{},[833,1346,835],{}," 马云安排的好，叫心软刀子快。你说的这家网游公司是不是就是我们的尚游啊？",[833,1349,1350],{},"我们一直告诉员工的是好游戏不追求（眼前）利益，只管好玩"," 。不同的人会听到不同的东西吧？自己很久没空看我们的游戏了，叫诺亚传说，据说还不错。（2011-11-03）",[827,1353,1354],{},"相信尚游公司会是个出好玩的游戏的公司。祝福这对小年轻。（2011-11-27）",[827,1356,1357,1359,1360],{},[833,1358,835],{}," 你别忘了中国做网游，这个",[833,1361,1362],{},"做游戏最早的鼻祖就是我。",[827,1364,1365,1368],{},[833,1366,1367],{},"我对游戏的理解非常深，这个不是说简单的赚点钱，我不知道这里有多少人玩过小霸王游戏机，"," 我记得我在网上玩游戏的时候，我说我们现在也在考虑做网游，他（玩家）说你现在才做，我说其实我们很多年前就做了，最早我就做过游戏，而且做得还不错，他说难道是小霸王其乐无穷，呦，我说你（玩家）还能想起这句话来，这广告词就是我出的，他说你不会是段永平吧？",[827,1370,1371],{},"唉，我说这个人我觉得厉害，就一个玩家啊！我们两个发对话就直接在这个游戏里头说。就说游戏这个东西影响还是挺深刻的，我本人很喜欢玩游戏，我觉得玩游戏没有什么不好，但是凡事你过度了都不好。",[822,1373,1375],{"id":1374},"第二节-企业文化本分与诚信","第二节 企业文化、本分与诚信",[827,1377,1378,1379,1381],{},"网友：请问",[833,1380,1021],{},"的核心竞争力是什么？",[827,1383,1384,1036,1386],{},[833,1385,835],{},[833,1387,1388,1389,1391],{},"是我们的",[867,1390,135],{"href":1316},"!10多年前我就这么回答，现在可能有些人已经开始明白了。(2010-03-09)",[827,1393,1394],{},"我们能活到今天并且活得还可以是有些道理的，当然也可能是运气哈。(2022-03-02)",[827,1396,1397,1398,1400,1401,1403,1404,1406],{},"网友：我刚毕业时曾在",[833,1399,1021],{},"工作过，",[833,1402,1021],{},"的",[867,1405,135],{"href":1316},"也比较好，人性化，能够调动员工的积极性。陈明永总经理2005年曾因为手下的问题而自己罚自己一年的薪水。",[827,1408,1409,1411],{},[833,1410,835],{}," 陈明永罚过自己一年薪水啊，呵呵，没人告诉过我。(2010-03-22)",[827,1413,1414],{},"网友：段总用十年就可做到从打工者到大企业家(不是一般的大)，再到投资家，而且打造了中国三个名牌产品。",[827,1416,1417,1419,1420,1422,1423,1425],{},[833,1418,835],{}," 三块牌子的说法不要乱讲。其实严格来讲，我对",[833,1421,884],{},"操心最多。",[833,1424,1021],{},"只是头两年还算在一线。其实我离开一线后我们每个公司的进步都非常大，我本人并没有什么功劳。我大概每年能回一趟公司，偶尔说个类似“我们要好好干”之类的话，然后干好了就成了我干的了？",[827,1427,1428],{},"其实我最高兴的事就是我不在一线公司做得比我在的时候好。",[827,1430,1431],{},"我这个人比较懒散随意，不是一个好的CEO人选。现在证明我对了。(2010-03-27)",[827,1433,1434,1435,1438,1439,1442,1443,1305,1446,1448],{},"网友：我觉得",[833,1436,1437],{},"OPPO","的竞争对手目前来说是",[833,1440,1441],{},"三星","、索爱，以后的竞争对手是",[833,1444,1445],{},"诺基亚",[833,1447,1306],{},"。",[827,1450,1451,1453],{},[833,1452,835],{}," 我一直认为我们最大的竞争对手就是我们自己。(2010-06-07)",[827,1455,1456,1457,1460,1461,1464],{},"大家是同道中人，有着共同的价值观(改变人的价值观几乎不可能)。但凡几十年如一日坚持",[867,1458,23],{"href":1459},"\u002Fzuoduideshiqing","(或者叫坚持不做不对的事情)，同时一直努力",[867,1462,28],{"href":1463},"\u002Fbashiqingzuodui","，有个不错的结果是大概率事件。价值观是道不是术，很难学的。假装一下的人坚持不了很久。",[827,1466,1467],{},"黄峥的公司看起来似乎运气更好点，才3年就这么厉害，但实际上黄峥十几年前对企业理解也已经很好，且这个公司之前的公司就做得不错。其实黄峥十几年前问过类似的问题，看来当时他确实明白了。(2019-02-15)",[827,1469,1470],{},"在我心里，陈明永、沈炜和黄峥他们最后有啥成就我都不会太意外的，啥都成不了我才会觉得意外！(2018-09-15)",[827,1472,1473,1474,1403,1476,1478,1479,1481,1482,1484,1485,1488,1489,1491,1493,1494,1448],{},"网友：我喜欢拿",[833,1475,1021],{},[867,1477,135],{"href":1316},"去比较其他的",[867,1480,135],{"href":1316},"，用于判断其他",[867,1483,135],{"href":1316},"的优秀程度，如",[867,1486,12],{"href":1487},"\u002Fbenfen","、专注、对的事情、发现不对立即改正等等，我理解最接近",[833,1490,1021],{},[867,1492,135],{"href":1316},"的企业是",[833,1495,1306],{},[827,1497,1498,1036,1500],{},[833,1499,835],{},[833,1501,1502,1503,1505,1506,1508],{},"在要",[867,1504,23],{"href":1459},"上，我不觉得我们会更好。在",[867,1507,28],{"href":1463},"的能力上，我个人认为整体上我们还是有些差距的。(2019-07-05)",[827,1510,1511],{},[833,1512,1513],{},"对我来说，事业从来没有过宠物的感觉，倒是有点像自己的小孩，我并不拥有但非常开心伴随其长大。(2021-03-19)",[827,1515,1284,1516,1305,1518,1520,1521,1305,1523,1525,1526,1305,1528,1530,1531,1534],{},[833,1517,1021],{},[833,1519,1437],{},"在埋头苦干。也许三年后，",[833,1522,1021],{},[833,1524,1437],{},"将是前三甲；也许",[833,1527,1021],{},[833,1529,1437],{},"的手机市场开拓，又将是一个",[867,1532,48],{"href":1533},"\u002Fganweitianxiahou","的经典案例。",[827,1536,1537,1539],{},[833,1538,835],{}," 你小看我们了。",[827,1541,1434,1542,1544,1545,1547],{},[833,1543,1437],{},"的核心技术就是段先生和段先生培养的价值观、",[867,1546,135],{"href":1316},"和制度。",[827,1549,1550,1552,1553,1555],{},[833,1551,835],{}," 我这10年在公司办公室待的时间总和可能还不到10个小时，在",[833,1554,1437],{}," 的时间总和可能不到一个小时。我们公司做得好的话一定是大家的功劳，但如果做不好则确实有我很大的责任。",[827,1557,1558],{},"网友Z：更健康，更长久是愿景；",[827,1560,1561,1563],{},[833,1562,835],{}," 核心价值观：本分、诚信、团队品质、消费者导向；去年加了结果导向。",[827,1565,1566],{},"激动人心的目标？很少会搞这个事情，如果有，那就是离更健康，更长久近了一步",[827,1568,1569],{},"网友D：没有“结果导向”吧？",[827,1571,1572,1574],{},[833,1573,835],{}," 3个公司有一点不同，记得好像OPPO有结果导向，其他的不记得了。",[827,1576,1577],{},"网友：按照段总以前说的，那步步高的应收账款应该很少吧？在制造业来说能做到这点应该挺难的呀。",[827,1579,1580,1582],{},[833,1581,835],{}," 呵呵，真是很少。（2010-03-27）",[827,1584,1585],{},"业务员：我们现款或者预付款，不铺货的。",[827,1587,1588,1590],{},[833,1589,835],{}," 呵呵，开始卖手机后听说好像真是这样。（2010-03-28）",[827,1592,1593,1595,1596,1599],{},[833,1594,835],{}," 我们好像确实不怎么有收不到的钱。我们比较",[867,1597,18],{"href":1598},"\u002Fpingchangxin","，收不到钱的生意我们不做，不管听起来有多好。记得以前有家美国公司倒了国内一家同行4-5亿美金。这家美国公司之前也找过我们，一听说我们的条件就走了。呵呵，我是后来才听说的。(2010-03-26)",[827,1601,1602],{},"网友：“收不到钱的生意我们不做，不管听起来有多好。”你们的条件主要是什么，能让对方一听说你们的条件就走？我很想知道您对应收账款是怎样管理的？",[827,1604,1605,1607],{},[833,1606,835],{}," 我们的条件大概就是让对方开不可撤销信用证吧。对方显然是有备而来的，对我们的条件没兴趣。",[827,1609,1610,1611,1614],{},"别人怎么管的我不知道。早期我们也有过烂账问题，不过比例很小。我其实不知道我们现在是怎么管的，大概还是我们很久以前定的方案吧。我们一般给客户的放账额度是过去该客户在我们这一年的营业额的3%-5%，当然",[867,1612,212],{"href":1613},"\u002Fxinyu","不好的就一点都没了。这意味着一开始的时候是完全没有的。",[827,1616,1617],{},[833,1618,1619,1620,1622],{},"我们比较",[867,1621,18],{"href":1598},"，少做生意没关系，收不到钱就麻烦大了。追款的成本非常高，而且还会对出问题的地区生意造成影响。我已经好些年没听说过有钱收不回来了。",[827,1624,1625],{},"呵呵，我记得上次(不是这次)金融危机时，有个韩国供应商问我：听说中国三角债问题很严重啊。我回答说：嗯，我也听说了。隔了半天，他问我：那你是说你们没有这个问题？我说：对！(2010-03-26)",[827,1627,1628],{},"网友：我老婆公司的财务领导，故意拖欠供应商的账期，然后拿这个事情去老板那里请功，并且对一线采购人员也搞这个考核，拖欠得越久越好。大道说的这个道理，确实很多人不懂，他们都以为自己占了便宜。",[827,1630,1631,1633],{},[833,1632,835],{}," 那些人都是在把自己或者自己公司往死里整，大概率时间长点他们就很难活下去了。头上三尺有神明哈！(2024-10-09)",[827,1635,1636],{},"引用：（早年访谈记录，谈当年VCD行业普遍宣称的“500线”清晰度）",[827,1638,1639,1641],{},[833,1640,835],{}," 原话的意思是他们说他们的是500线（但实际上都是350线），我们不敢说我们只有350线，但更不能说我们也是500线，于是就不说了。我再看了一下，这个纪录的文字表达确实有问题。原视频应该不会让人误解的吧。（2026-07-23）",[827,1643,1644],{},[833,1645,1646],{},"附：步步高企业文化文本（网友整理，2010-04-04）",[827,1648,1649],{},"企业文化是指现阶段企业员工所普遍认同并自觉遵循的一系列理念和行为方式的总和，通常表现为企业价值观、行为、准则、道德规范和沿袭的传统与习惯等。",[827,1651,1652],{},"一个企业要长期做下去，要保持竞争力，要基业长青，就一定要有自己的文化。产品可以模仿，而文化是不可以模仿的。步步高公司走过了十年的历程，一路走来，虽然有点磕磕碰碰的，但总的来说还算顺利，不论企业的规模、发展速度、产业结构、产品质量都逐步得到了大的发展和提升。这十年来我们看到好多竞争对手倒下去，包括很多的知名企业和民营企业家。",[827,1654,1655],{},"“你方唱罢我登台，各领风骚三五年”，从“明星”很快就变成“流星”，中国社科院专门做了一个调查统计，中国的民营企业的平均寿命只有3岁左右，这反映一个问题：企业规模可以做大，但是做不长、做不强。除了体制上的原因外，企业或企业家本身的问题是主要的，中国的有些人比较好大喜功，急功近利，动不动就要做世界500强。",[827,1657,1658],{},"缺乏一个长远的目光和持续发展的愿景，没有把企业文化的“内功”练好，出问题是早晚的事。我们企业小的时候，可以不去倡导企业文化，因为人少，好多事情大家心里都清楚怎样去做，但企业做大了就一定要有自己的行为准则，不断完善我们的管理制度，日积月累下来，沉淀了我们的企业文化内涵。",[827,1660,1661],{},"1、愿景：成为更健康、更长久的世界一流企业。",[827,1663,1664],{},"2、使命：对消费者，提供高品质的产品和服务；",[827,1666,1667],{},"对员工，营造和谐、相互尊重的工作氛围；",[827,1669,1670,1671,1674],{},"对商业伙伴，提供公平合理、对等互利的合作",[867,1672,166],{"href":1673},"\u002Fpingtai","；",[827,1676,1677],{},"对股东，使其投入的股本有高于社会平均收益的回报。",[827,1679,1680],{},"3、核心价值观：",[827,1682,1683,1684],{},"3.1 ",[867,1685,12],{"href":1487},[827,1687,1688],{},"·保持平常心，坚持做正确的事，并力求把事情做正确。",[827,1690,1691],{},"·本分规范了与人合作的态度——我不赚人便宜。",[827,1693,1694],{},"·本分是当出现问题时，首先求责于己的态度。",[827,1696,1697],{},"3.2 诚信",[827,1699,1700],{},"·诚，即诚实、无欺，内诚于心。",[827,1702,1703],{},"·信，即守承诺、讲信用，说到做到，外信于人，即使遭遇挫折、付出代价也要坚守。",[827,1705,1706],{},"·诚信是一种责任、准则和资源。",[827,1708,1709],{},"3.3 团队",[827,1711,1712],{},"·没有团队的成功，就没有个人的成功。",[827,1714,1715],{},"·相互信任，坦诚沟通，将个人融入团队，以共同愿景为最高目标。",[827,1717,1718],{},"·尊重每一位员工的价值，我们相信，员工和公司共同成长，这是我们的责任和骄傲。",[827,1720,1721],{},"3.4 品质",[827,1723,1724],{},"·品质是精益求精的一种追求，是必须要满足顾客的需求并且高于对竞争对手的满意度。",[827,1726,1727],{},"·品质是设计出来的，是全员关心和环环相扣的一个系统工程。",[827,1729,1730],{},"·不断提升产品品质，这不仅是我们的价值，更是我们的尊严。",[827,1732,1733],{},"3.5 持续学习",[827,1735,1736],{},"·步步高必须成为学习型公司，“持续学习”永远是对公司与员工的鞭策。",[827,1738,1739],{},"·积极主动地学习、借鉴和引进世界一流企业已经进行或正在进行的最佳实践，改进和优化我们的管理和运营系统。",[827,1741,1742],{},"·头脑清醒，永不自满，保持开放的思维。",[827,1744,1745,1746],{},"3.6 ",[867,1747,53],{"href":1748},"\u002Fxiaofeizhedaoxiang",[827,1750,1751],{},"·从消费者的角度来设计产品、提供服务，避免做貌似消费者喜欢的东西。",[827,1753,1754],{},"·通过科学、严谨的市场调查，充分研究消费者的需求，一切工作须以消费者的真实需求为原点而展开。",[827,1756,1757],{},"·在公司内部的日常工作中，要坚持内部客户导向的原则。",[827,1759,1760],{},"4、品质方针",[827,1762,1763,1764,1766],{},"不懈进取，步步登高，为用户提供完全满意的产品和服务，我们的“步步高”",[867,1765,141],{"href":1045},"，必须是高品质的象征。",[827,1768,1769],{},"5、EHS方针（环境、职业健康安全管理体系）",[827,1771,1772],{},"遵守法律法规，持续减废节能，保护员工健康安全，共同建设绿色家园。",[827,1774,1775],{},[833,1776,1777],{},"附录：（来源：（视频）财富人生—段永平2004）",[827,1779,1780],{},"步步高代理商——张源1：我也是在我们经销商，应该说是第一个就是放弃小霸王，就是全部这个来做步步高的一个代理商。第一个带头的当时顶着很顶着很大的压力，因为我在外面接触了很多这种老板的这种合作伙伴，阿段这样就是把这种诚信落到实处的，确实是就是百分之百贯彻到实处的，确实是很少的。",[827,1782,1783],{},"步步高代理商——邱严杰：有一次我跟我们的一个客户打电话那个时候，然后我就催他钱，我说，唉，你欠我这么多，你还不给我，我感觉催催钱很正常，做生意来说催款吗？完了当时阿段就在我旁边，就听到我的电话，他说你这个客户跟你合作了多长时间了？我说大概有两三年了。他就说如果跟你合作了一个客户，两三年了，你都要这样去拼命追他款的话，那你们这种生意过程一定有问题。",[827,1785,1786],{},"当时我也没往深里想，我觉得做生意你欠我钱我追追，这个天经地义有什么关系，但后来我真的是想明白这个道理，如果这个生意做到天天我要给你去追你的钱，完了他还给我说价格卖高卖低，实际上就是双方没有建立起这种足够的信任。",[827,1788,1789],{},"主持人：做生意就他就会比较难做，中国人有句古话叫无商不奸，这个诚信现在做生意的人都是挂在嘴边的，但是其实真正是在实际的操作当中，这个诚信跟这个利益挂钩的时候，有些时候他可能这个就会屈从于利益的这样一个压力。",[827,1791,1792,1794],{},[833,1793,835],{}," 我是这么理解这个问题，就是无商不奸的，奸商是叫无商不奸，无奸不商，其实是一种小农经济的商，我们小时候学的是那种类似于资本家残酷的剥削，压榨工人，那个都一定是小商小贩，就是它不可能成气候的！那么他就对企业的发展是不理解的。",[827,1796,1797],{},"我个人理解就是诚信它是作为就我们叫把它叫本分，那么我知道GE它是有一条就叫做integrity，它是在这个公司所有的企业的核心价值观最上面的一条，然后他所有的东西它是说都是可以变的，因为环境在变，我们也必须要变，但是诚信这一条不可以变。我就不是特别明白，为什么到了做生意的时候到商场上很多人就忘了？",[827,1799,1800],{},"你是供应商我欠你钱，你跟我供100万货到该给钱了，说好一个月给或者说好两个月给，到两个月要给的时候，就你说了现在要么你变成90万，要么我现在不给你，或者干脆就不理你了，说我出差或者怎么样，或者说反正我以后我也不进这个货了，所以我就不理他。",[827,1802,1803],{},"主持人：欠钱的更横是不是？",[827,1805,1806,1808],{},[833,1807,835],{}," 后来就是杨白老和这个黄世仁的关系嘛，现在就是这个杨白劳比较横一点，所以我觉得它这种做法，是一个对企业的理解比较弱，而且像这种企业它未来的发展会很糟糕，因为信任他的人会越来越少，我们企业能够走到今天一直能够比较健康的发展，我觉得很重要的因素就是我们建立了一个非常强大的信誉基础，我们这种诚信的概念是贯彻到很多地方的，包括你对客户对消费者对供应商对员工对所有跟你相关的人，大家都比较信任你，你就会觉得很多事情都变得非常简单，否则就会非常难。",[827,1810,1811],{},"主持人：其实企业本身如果坚持这一点的话，其实自己会最终成为这个事情的一个受益者。",[827,1813,1814,1816,1817],{},[833,1815,1207],{}," ：对，我觉得我个人认为是作为企业长期发展来讲是一个它的必要条件，不是说你老实你诚信你就一定能够做起来，但是你要没有这一点，你早晚会要出大问题。",[833,1818,1819],{},"（2004）",[822,1821,1823],{"id":1822},"第三节-不上市更健康更长久","第三节 不上市，更健康更长久",[827,1825,1826],{},"10年内上市的可能性是存在的，但不上的可能性也同样存在。我们是一家对上市没有太大兴趣的公司，虽然近30年前就讨论过上不上市的问题，但到今天也没想太清楚。",[827,1828,1829],{},[833,1830,1831],{},"我们绝不会因为缺钱上市，30年以后应该也不会。(2023-05-09)",[827,1833,1834],{},"引用：（段永平波士堂访谈 2007-07-07）",[827,1836,1837],{},"胡海平：步步高假如在现在目前这样的形势下（2007年），实际上是一个非常好的上市机会，几年前如果筹划上市的话，应该说我们认为至少它的市值是上百亿的，对吧？我就想请教一下师兄，你在这个方面前几年是打算了还是没打算？那么最近现在有什么打算或者是不是有后悔过？",[827,1839,1840,1842],{},[833,1841,835],{}," 很有意思呢，我这次其实跟巴菲特聊到这个问题，他问我公司的情况，最后有一句话，我说我们公司反正一直以来都不决定，或者叫决定不上市了，我们认为都一样，巴菲特没有正面说什么，他跟我说了一个例子，他说他认识一个人，我不想说是谁，但是你们肯定都知道，说宁愿放弃他一半的身价，让公司回到私有状态。他就是从侧面说，认为你这样做其实是对的。",[827,1844,1845],{},"你做企业是很boring很脏的，就是你可能很累、很脏、很郁闷的事情，有可能很多重复的东西。我是不愿意用上市这种压力来改变这个公司的轨道，因为上市有时候会导致有些公司会出现一些短视的行为。",[827,1847,1848],{},"当然上市它又会帮助很多公司，就是比方说你确实需要这些资金，你如果有一个很好的主意，你根本就没有钱的话，你不上市你根本就没有机会，所以我觉得跟每一个人的实际的情况是有很大的关系，我觉得像我们这样就挺好。(2007-07-07)",[827,1850,1851],{},"1999 年底，《亚洲周刊》的记者问我：“如果50年以后，在一个大报的头版头条，登载一条有关你们公司的消息，您最希望是什么样的消息？”我当时直接的回答是“任何消息”。其实只要公司还有任何消息，就表示我们公司还在。更健康、更长久。真的蛮有意思！",[827,1853,1854],{},"一转眼；50年已经过了一半了，我们确实还在哈。我觉得大概率我们可以超过50年，也许102年也不是梦。也许102年后的头版头条有关我们的消息是…(2023-08-18)",[827,1856,1857],{},"网友G：想到一个有趣的桥段，假如步步高是上市公司，12年，13年的财报显示没赚钱，股民急的不得了，但公司却专注于打磨新产品，不在意短期的财报，不在意股价，股价哗哗地下跌，这时候懂步步高的投资者跑步进场，一直持有到现在。这应该是一次千载难逢且非常成功的投资。",[827,1859,1860,1862],{},[833,1861,835],{}," 我们要上市了的话，大概率还是会像不上市那样经营的，不会受任何股价变动影响的。（2019-05-22）",[822,1864,1866],{"id":1865},"第四节-不为清单我们不做的事情","第四节 不为清单：我们不做的事情",[827,1868,1869,1870,1873],{},"人们常说的那些：广告、员工股份分享、经销商入股、网点密布、线下",[867,1871,161],{"href":1872},"\u002Fqudao","等，都是不对的！",[827,1875,1876,1877,1879,1880,1448],{},"我们的秘诀其实就是：",[867,1878,12],{"href":1487},"+",[867,1881,18],{"href":1598},[827,1883,1884,1885,1887],{},"或者叫公开的秘密……就是",[867,1886,12],{"href":1487},"二字！",[827,1889,1890],{},"极其简单但绝不容易，可以一秒钟看“懂”但绝大多数人一辈子做不到。",[827,1892,1893,1894,1896],{},"关于",[867,1895,12],{"href":1487},"是什么，读者可以去看陈明永或沈炜的解读，他们从各自的角度，用不完全一样的语言做了几乎一样的解释。(在我眼里如此哈。)",[827,1898,1899,1901],{},[867,1900,12],{"href":1487},"是什么？",[827,1903,1904,1905,1907,1908,1910,1911,1448],{},"我们理解的",[867,1906,12],{"href":1487},"就是：",[867,1909,23],{"href":1459},"，",[867,1912,28],{"href":1463},[827,1914,1915,1916,1031],{},"什么是",[867,1917,23],{"href":1459},[827,1919,1920],{},"难道还有人明知是错的事情还会做的吗？看看周边有多少人抽烟你就明白了。为什么明知是错的事情人们还会去做呢？那是因为错的事情往往有短期的诱惑。",[827,1922,1923,1924],{},"其实，",[833,1925,1926,1927,1929,1930,1932],{},"人们往往知道什么是错的事情，只要把错的事情停止做了，就离",[867,1928,23],{"href":1459},"更近了一步。所以，",[867,1931,23],{"href":1459},"其实就是发现是错的事情的时候要马上停止，不管多大的代价都是最小的代价。",[827,1934,1935],{},[833,1936,1937,1938,1940],{},"人们常说的坚持到底，指的是坚持",[867,1939,23],{"href":1459},"，而不是坚持做错的事情！",[827,1942,1943,1944,1947],{},"很多人都希望知道把公司做好的秘诀是什么，其实秘诀不是做了什么，而是",[867,1945,38],{"href":1946},"\u002Fbuzuoshenme","。好的公司都一定是有一个长长的不为清单，就是不做的事情。",[827,1949,1950],{},[833,1951,1952],{},"不做的事情其实也分两类：一类是谁都不应该做的事情，比如欺骗；另一类是和自己公司的使命和愿景相违背的。",[827,1954,1955],{},"下面我举一些我们自己的“不做的事情”的例子，这也算我们的小秘密吧。",[827,1957,1958],{},[833,1959,1960],{},"不做OEM( Original Equipment Manufacturer，原始设备制造商)。",[827,1962,1963,1964,1966,1967,1972],{},"最早提出不做OEM的就是现在",[833,1965,1437],{}," 的CEO陈明永，不记得是哪年了，大概可能有20年了吧。为什么我们不做OEM呢？长远来讲，",[833,1968,1969,1970],{},"我们想建立自己的",[867,1971,141],{"href":1045},"，我们需要把所有的资源投人到我们自己的产品上。",[827,1974,1975],{},"做OEM 有很专业的公司，他们有很专业的办法去满足很多不同客户的不同要求，我们根本就没有精力去做这些事情，所以长远来说我们是会输给那些专业做OEM的公司的。既然知道长远会做不过别人，那我们干脆就不做。记得大概十五六年前，我还是CEO的时候，沃尔玛的供应商曾经来找过我，说要给我们下100万台VCD的单子，我在电话里直接就拒绝了。",[827,1977,1978],{},"对方还问我，难道价钱你都不想谈吗？我说，对的，不管什么价钱我都拒绝，反正你也不会给我好的价钱，谈来谈去浪费大家的时间。我当时还类似地拒绝过南方贝尔的代表要下的“巨量”电话机订单。当时给我打电话的人还嘟囔着说，在中国还没有人拒绝过我们的订单呢。",[827,1980,1981,1984],{},[833,1982,1983],{},"不讨价还价","。我刚到广东时，就发现人们在谈生意时谈来谈去谈的都是价格，当时我就想，如果能不谈价钱，那至少可以省掉70%到80%的时间吧。后来，我们花了两三年的时间，建立了一套销售体系，确确实实做到了所有的客户在我们这里拿货的价钱都是完全一样的，不管生意额的大小，没有折扣，没有返点！也许很多人很难想象，我们这个公司实际上是没有销售部门的。",[827,1986,1987,1990,1991,1993],{},[833,1988,1989],{},"不赊账、不拖付货款、不晚发工资、不做不诚信的事情、不攻击竞争对手","(郁闷的是偶尔看到一线的友军在线上展开各种攻击，",[867,1992,135],{"href":1316},"贯彻到神经末梢是一件非常不容易的事情)……我们的不做的事情是一个非常长的表，每一个不做的事情都有背后的故事、道理和逻辑的，就不一一在此说明了。",[827,1995,1915,1996,1998,1999,2001],{},[867,1997,28],{"href":1463},"?这个可能比较容易理解一点点，但其实也没有看上去那么容易。",[867,2000,28],{"href":1463},"是一个学习的过程，中间会犯很多的错误。",[827,2003,2004,2005,2007,2008,2010,2011,2013],{},"如何坚持",[867,2006,23],{"href":1459},"，付出为了",[867,2009,28],{"href":1463},"的过程当中所需要付出的代价，其实是非常不容易的。在",[867,2012,28],{"href":1463},"的过程当中，其实是没有办法避免犯错误的，比如打高尔夫的人是没有办法避免偶尔把球打下水的，能做的仅仅是学习如何能降低犯错误的概率。",[827,2015,2016],{},[833,2017,2018,1448,2020,2022],{},[867,2019,18],{"href":1598},[867,2021,18],{"href":1598},"其实就是在任何时候，尤其是在有诱惑的时候，能够排除所有外界的干扰，回到事物的本质(原点)，辨别事情的是非与对错，知道什么是对的事情。",[827,2024,2025,2026,2028],{},"最后，顺便说个",[867,2027,28],{"href":1463},"的小例子。",[827,2030,2031,2032,2034],{},"前面讲过，",[867,2033,28],{"href":1463},"是一个漫长的学习过程，学习能力和所受过的教育程度是非常重要的。我是1978年上的大学，当时连电脑都没学过，基础也非常不好，自己又是个非常懒散的人，不是那么愿意去学那些新的东西，所以一直觉得自己不是一个做CEO的好人选，所以，我就找到了比我更好的人选。",[827,2036,2037,2038,2040,2041,2044,2045,2051],{},"现在",[833,2039,1437],{}," 以及",[833,2042,2043],{},"vivo"," 的CEO 都比我年轻大概10岁，",[833,2046,2047,2048,2050],{},"所受的教育程度以及学习能力都比我强，对",[867,2049,135],{"href":1316},"的理解也和我一样","(我们叫同道中人)，所以我当时选择了离开一线。十多年过去了，今天我可以非常得意地说，我确实是对的。",[827,2053,2054],{},"在这里我也可以非正式地宣布，我已经于十几年前离开了CEO的位置(其实我早就不在其位也不谋其政了)。虽然作为创始人之一，我依然会非常关注我们公司(和所有人一样，我了解我们公司的办法目前主要是从网上)，但早就不参与任何一线的决策了。网上说的所谓运作或者遥控是完全不存在的。",[827,2056,2057],{},"顺便补充一下，我们的教育电子公司做得其实也很好，在国内的教育产品相关的企业中应该也算是最好的一个了，CEO也非常年轻(对我而言哈)。",[827,2059,2060],{},"有空我会写一些我能记得的回忆(都是十几年前的事情)，以及相关的对于经营企业的理解或感悟。由于离开一线的时间已经很长了，回忆的东西未必准确，而且所有我不喜欢的东西我都会想不起来的。(2016-10-12)",[827,2062,2063,2065],{},[833,2064,835],{}," 这是对市场占有率含义的最好解释的案例——除了ipad以外，占有率最高的亏得最多。很高兴我们的pad没敢推，理性面对现实的勇气有时候还是会有回报的。（2011-11-24）",[827,2067,2068],{},"网友：你们公司不做的事情是怎么发现的？有哪些作用？",[827,2070,2071,2073,2074,2076],{},[833,2072,835],{}," 很多都是试错试出来的。不做的事情有些是在过程中发现的，比如给人加工；有些是",[867,2075,12],{"href":1487},"带来的，比如不能不诚信。不做的事情让我们减少犯错的机会，日积月累效果很好。(2019-09-26)",[827,2078,2079],{},"网友：你们当时选择不做代工时面临的压力或诱惑大吗？",[827,2081,2082,2084],{},[833,2083,835],{}," 我们其实从来没做过代工，但偶尔会有人来谈。当时就是觉得代工很烦，长期没啥意义，就决定不做了。(2019-10-13)",[827,2086,2087,2088,2090],{},"网友：想起来OEM在投资里对应的术语就是属于",[833,2089,1302],{},"不好，一早就应该避开。",[827,2092,2093,2095],{},[833,2094,835],{}," 很专注地做OEM也许是可以做得不错的，比如台积电。(2016-10-25)",[827,2097,2098],{},"网友：“我们之所以成为我们，还因为我们那些不做的事情。”能讲一个您印象最深的例子吗？",[827,2100,2101,2103],{},[833,2102,835],{}," 我们的不为清单上很多事情都是有例子的。记得有次和台湾做代工的一个大佬吃饭聊天，他也问到为什么你们这么厉害，我说因为我们有个不为清单，他也让举个例子。我说：比如我们不做代工。他马上问：为什么？我说：如果我们做代工的话很难和你们竞争哈。",[827,2105,2106],{},"网友：想起你以前的话，拒绝沃尔玛供应商100万台VCD的单子，拒绝南方贝尔代表的巨量电话机订单……",[827,2108,2109,2111],{},[833,2110,835],{}," 这个经历也蛮有意思的。很多事情，就跟生意一样，想一单或者想20年得到的结论会完全不一样。",[827,2113,2114,2115,2117],{},"网友：也许这就是段先生和台湾代工大厂发展路径的根源差异。20年前的VCD和电话机早已没有技术壁垒，换任何一个台湾大厂都不会拒绝代工的大单，当年广达、仁宝、明基如日中天，技术能力和制造能力以及管理能力只会强于",[833,2116,1021],{},"，而今仍然困在制造业，赚取微薄利润。",[827,2119,2120,2122],{},[833,2121,835],{}," 是啊，当年那些台湾企业确实有很多强过我们的地方。但可能是地缘关系，我发现我接触的大部分台湾企业眼光似乎都不太长远。当年就是觉得台积电还不错，现在看来确实也是如此。(2022-10-09)",[827,2124,2125],{},"网友：行业普遍都给账期，如果一家行业内的小公司开始就坚持不给账期非常困难。大道在创业初期是如何克服这些困难的？",[827,2127,2128,2130],{},[833,2129,835],{}," 克服的办法很简单，想想给了账期以后的麻烦就好了。追账的成本经常是会高过账本身的，至少我早期是如此。(2020-10-31)",[827,2132,2133],{},"网友：之前有个朋友用杠杆比喻企业贷款，感觉理所当然！",[827,2135,2136,2138],{},[833,2137,835],{}," 其实我们公司也不用贷款做生意(偶尔有一点点周转需要)。我们是明文规定不贷款的公司。我看到很多公司都是倒在了借贷上，尤其是在犯错误的时候，很多人一时意识不到，于是会借很多钱来放大自己的错误，最后连回来的机会都没有。",[827,2140,2141],{},"难道大家最近没看到那些个活生生的例子吗？房地产行业好多这种例子啊！我以前有个做房地产的朋友，我曾经跟他说过若干次，你们借贷太高，早晚有大麻烦。人家的理由是，这个行业都这样啊……好吧，希望你属于运气好的那个。很多人说，你们不借钱发展速度会慢很多。慢点有啥问题？谁在乎呢？",[827,2143,2144],{},"顺便澄清一下，如果有那种10年以上的低息企业债券，我们应该还是愿意发的。(2021-01-23)",[827,2146,2147,2149],{},[833,2148,835],{}," 我们不会走收购和兼并这条路去发展。我们这种办法短期看来好像慢很多，但从10年20年的角度来看，有可能是最快的。(2010-03-25)",[827,2151,2152,2153,2155],{},"网友：怎么看",[833,2154,1437],{},"关闭哲库业务？",[827,2157,2158,2160],{},[833,2159,835],{}," 大道退休20多年了，不知道目前具体业务是如何运行的。我知道停止库泽业务比我在网上看到早了10分钟而已。不过，我们这些年用类似的办法关停掉很多业务了，我能记得的就有不少。",[827,2162,2163,2164,2166],{},"从最早的电子宠物到跳舞毯，后来还有小家电，家庭音响，彩电(居然关了两次，其中一次就在前不久)，DVD(蓝光DVD)，",[833,2165,948],{},"的手机(估计大部分人不知道)……这不是我们关掉的第一个业务，也绝不会是最后一个。",[827,2168,2169],{},"长远看不合适的东西最合适的办法就是现在就停下来！在所有主动停止的业务里唯一让我们感受到生存危机的是我们卖出的第一批VCD，当时的三洋机芯出了问题，我们把卖出的20万台机器全部召回了，那一次确实难受，但我们还是决定做了。改正错误越早越好，不管多大的代价都是最小的代价！(2023-05-16)",[827,2171,2172],{},"网友：看来是真不管事了，人家叫哲库啦。",[827,2174,2175,2177],{},[833,2176,835],{}," 晕，查了一下，居然把名字搞错了。我那天接到短信，说是哲库停了，我问哲库是什么，回答是芯片业务。停的那天我是第一次听到这个名字，记错也正常。",[827,2179,2180,2183],{},[833,2181,2182],{},"我们能成为我们，不光是因为我们做过的那些事情，很重要的一部分是我们不做或者停止做的那些事情。","(2023-05-16)",[827,2185,2186],{},"网友：按你所讲，不论大小经销商提货同价，那么你们对完成约定提货量的经销商，有不同比例的返利奖励吗？",[827,2188,2189,2191],{},[833,2190,835],{}," 我们没有返利，从来没有过。我从来就不认同返利的逻辑。(2019-09-22)",[827,2193,2194,2195,2197],{},"网友：做",[833,2196,1021],{},"的时候如何控制商家的终端零售价格？记得您说过“商家不分大小供价都一样”。",[827,2199,2200,2202],{},[833,2201,835],{}," 是的，我们给大代理商(一级代理)的价格是一样的，绝对没有返利！零售商价格控制不了，我们只能建议。(2020-12-04)",[827,2204,1284,2205,1305,2207,2209],{},[833,2206,1021],{},[833,2208,1437],{},"每年会如何定目标？会定每年做多少营业额吗？",[827,2211,2212,1036,2214],{},[833,2213,835],{},[833,2215,2216],{},"我们好像从来就没有太具体的目标。(2013-12-19)",[827,2218,2219,2221,2222],{},[833,2220,835],{}," 我要觉得我们能干倒苹果，我怎么会买苹果股票呢？我肯定不会说这话的！再说，",[833,2223,2224],{},"我们公司不会把追求干倒谁过作为目标，也不会把市场份额，销售数量及排名作为我们的追求目标的。我们追求的就是改善用户体验，做出最好的产品，其他的都是水到渠成的事情。",[827,2226,2227],{},"——-刚刚看到一篇文章的标题，很是无奈。（2017-03-21）",[827,2229,2230],{},"网友：我也看到这篇文章了，一看到标题就知道这根本就不可能是您说的话。以为您没有接受采访，但看到了文章里这句话：“说这些话的人都疯了。当有人讨论信息不对称时，实际上其内心深处认为消费者都是傻瓜。”觉得像是您说的话。您是接受采访了？",[827,2232,2233,2235],{},[833,2234,835],{}," 是因为“拼多多”接受了采访，说的都是“拼多多”，顺便问了一下我们公司的事情。然后就凑出这篇文章了。很无语，但错在自己。已经多年不接受采访了，本来警惕性很高的，没想到还是掉坑里了。以后绝不再接受采访了，不管什么情况！老巴很久以前就有规矩，只接受电视采访，非常有道理啊。（2017-03-21）",[827,2237,2238],{},"网友：步步高教育电子最近推出了imoo学习手机，广告在网上也发出来了。对于学生，确实是需要有一部手机，尤其是中学生（周边有些家长会把自己淘汰的给孩子用，经济条件好些的会给孩子买一部新手机），但对于家长，会担心孩子把时间花在游戏和视频上，影响学习。步步高从学生这个细分领域切入，主打学习，应该还是能打到家长的痛点上。但感觉量较难起来，不知道段总怎么看这个事情？",[827,2240,2241,2243],{},[833,2242,835],{}," 量本来就不是我们追求的东西，重要的是用户是不是有这个需求。（2016-06-30）",[827,2245,2246],{},"网友：我想请问不追求量而关心用户是不是有这个需求，这个量是指用户对产品的需求量还是公司产品销量（市场占有率）？是指只要用户有这个需求，不管需求量不是很大（市场很容易饱和）都会生产产品以供应用户需求？还是只要用户有足够的需求量，就会出好产品而不怕销量上不去？",[827,2248,2249,2251],{},[833,2250,1207],{}," ：不追求利润不等于不要利润。企业不赚钱就是罪恶啊。不追求量的前提是你认为这个市场有需求，就是有量的意思，不追求量的意思实际上是不为了追求短期的量而做不对的事情。只要坚持做对的事情且做对了，量自然就有了。（2016-07-04）",[827,2253,2254,2255,2257],{},"“为什么手机厂商开发布会都喜欢硬怼",[833,2256,1306],{},"?”(新闻)",[827,2259,2260],{},"并不都是！(2018-06-12)",[827,2262,1284,2263,2265],{},[833,2264,1021],{},"当年退出小家电市场的主要原因是什么？",[827,2267,2268,1036,2270],{},[833,2269,835],{},[833,2271,2272],{},"退出小家电一是因为我们不擅长，二是需要集中精力做手机。(2017-04-04)",[827,2274,2275],{},"网友：到目前为止，您认为自己最成功的投资是哪一次？",[827,2277,2278,2280],{},[833,2279,835],{}," 当然是我们自己公司了。(2020-12-06)",[822,2282,2284],{"id":2283},"第五节-产品品牌与三家公司","第五节 产品、品牌与三家公司",[827,2286,2287,2288,2290],{},"网友：如何看待",[833,2289,1021],{},"教育电子这块业务，似乎瓶颈挺明显的？",[827,2292,2293,2295],{},[833,2294,835],{}," 其实教育电子的小日子目前还过得不错。小日子过得还不错就说明有很多消费者非常认同我们公司的产品。我觉得我们教育电子的表现肯定比大部分上市公司好。",[827,2297,2298],{},"A股3500家上市公司，我们教育电子至少比3000家表现好，不容易哈。(2019-03-30)",[827,2300,2301],{},"网友：为什么？",[827,2303,2304,2306,2307,2309],{},[833,2305,835],{}," 现在是互联网入口，是个",[867,2308,166],{"href":1673},"。(2019-08-01)",[827,2311,2312],{},"“一加7系列手机在京发布，售价3999元起。”(新闻)",[827,2314,2315],{},[833,2316,2317],{},"据说瞬间就抢光了，产品会说话哈。(2019-05-22)",[827,2319,2320],{},"网友：正在抢一加7pro，感觉刘作虎真是创业者的典范，大道能分享一些他的经历和对他的看法吗？",[827,2322,2323,2325,2326,2328,2329,2331,2332,2334,2335,2337,2338,2340],{},[833,2324,835],{}," 刘作虎很踏实，既知道要",[867,2327,23],{"href":1459},"，也很努力地",[867,2330,28],{"href":1463},"，而且",[867,2333,28],{"href":1463},"的能力也极强。以前美国市场的",[833,2336,1437],{}," DVD和蓝光都是他领军做的，做得那是相当好哈，哪怕",[833,2339,1437],{},"退出这个市场后，影响力还依然很大呢。",[827,2342,2343],{},"看看产品现在还在网上卖什么价就明白了。(2019-05-20)",[827,2345,2346],{},"网友：这些是不是真的？",[827,2348,2349,2351],{},[833,2350,835],{}," 确实发生过，但和刘作虎无关。(2019-05-21)",[827,2353,2354,2355,2357],{},"“微信的战场不是鸿蒙，而在",[833,2356,948],{},"。”(新闻)",[827,2359,2360,2362],{},[833,2361,948],{},"确实厉害的！",[827,2364,1284,2365,2367,2368,2367,2370,2372,2373,2375],{},[833,2366,1021],{},"、",[833,2369,1437],{},[833,2371,2043],{},"、realme，",[867,2374,135],{"href":1316},"基因这么有序和有力地传承，段总功力很深啊！",[827,2377,2378,2380],{},[833,2379,835],{}," 你看到了我不当CEO的原因哈。(2018-07-30)",[827,2382,2383,2384,1305,2386,2388],{},"网友：作为用户感觉",[833,2385,1437],{},[833,2387,2043],{},"的产品看得见和看不见的地方都会做好，特别是电池，很久出门都没用充电宝了！",[827,2390,2391,2393],{},[833,2392,835],{}," 电池属于看得见的哈。(2019-08-08)",[827,2395,2396,2398],{},[833,2397,1437],{},"员工：想到阿段上次在博客回复里说到所谓创新的实质。问一个困惑的问题，品质标准和造型要求有冲突的时候，究竟该如何决策？",[827,2400,2401],{},"正解应该是既满足跌落标准又满足外观满意度。这绝对不是容易的事，但很简单。想想iPhone大概就明白了。",[827,2403,2404,2405,2408,2409,1305,2411,2413],{},"跌落试验是不戴套的，但我不记得是多高了，也许是100或150厘米？不知道是什么角度？感觉100厘米高掉到地上，玻璃的应该有事啊。我的iPhone已经摔裂了，但完全不影响使用。我总是会买",[833,2406,2407],{},"Apple"," Care的，因为基本上每年都会不小心摔坏至少一次，我的",[833,2410,1437],{},[833,2412,2043],{},"从来没摔坏过。(2018-12-05)",[827,2415,2416,2418,2419,2421,2422,2424],{},[833,2417,1021],{},"员工：想想这么多年，我们自己的产品除了家庭影院用得不太多外，所有",[833,2420,1021],{},"或",[833,2423,1437],{},"的产品自己都会用，并推荐朋友使用，朋友也会再推荐他人用。",[827,2426,2427],{},"呵呵，所以家庭影院不太成功哦。(2012-04-26)",[827,2429,2430,2431,2433,2434,2436,2437,2439,2440,2442],{},"网友：2001年，",[833,2432,1207],{},"在",[833,2435,1021],{},"退居幕后，并移居美国。用他自己的话就是：“只是每年回国两次参加",[833,2438,1021],{},"的董事会。退出前，他把",[833,2441,1021],{},"一拆为三，由黄一禾负责教育电子业务(后来由金志江接任)，陈明永负责视听电子业务，沈炜负责通讯科技业务。”临走前，他给弟子们留下一句话：“干好了分钱，干不好关门，别有负担。”",[827,2444,2445,2447,2448,2450],{},[833,2446,835],{}," 我从来没说过这话，也从来就没有临走前这样的时刻。事实上我虽然不管事但还是挂着",[833,2449,1021],{},"总经理的头衔过了好几年呢。",[827,2452,2453],{},"2012年我们确实遇到过一次危机，就是从手机功能机转型到智能机的过程中我们遇到过一点危险。当时现金消耗得特别快。我们当时觉得，如果转型不成功的话，我们公司是会有危险的。我当时专门回去了一趟，确实说过类似于“如果我们要倒下的话，一定不要倒得太难看”的话。",[827,2455,2456],{},"我们看过很多倒得很难看的公司，欠员工钱、欠供应商钱、欠经销商钱……我们确实讨论过一些细节，就是万一要倒的话，我们该如何处理，如何不让利益相关方损失。然后我说了句：“好吧，Let's fight now(现在战斗吧)!”其实那时候我没那么担心，因为那时我的投资已经有点成效了，后备部队还是蛮强大的。",[827,2458,2459,1305,2461,2463],{},[833,2460,1437],{},[833,2462,2043],{},"的转型相当成功，2013年中后我们就算彻底度过那次危机了。说实话，我对整个过程没有参与过，完全不了解，毕竟那是我退休十多年后的事情。(2020-07-01)",[827,2465,2466],{},"网友：我的问题是凭什么OPPO可以这么厉害？",[827,2468,2469],{},"我们知道过去十年竞争最激烈的行业就是乔布斯开创的智能手机浪潮，2010年以前的功能机时代的霸主诺基亚，摩托罗拉，黑莓等等直接死掉，到了2019年的今天来看，这场智能手机马拉松长跑的胜负大概率已分，当年的那些风口上的猪也大都摔了下来，如果拉起来名单，可能有十几家比较知名的手机品牌，算上供应链和渠道的企业可能有成千上万家企业倒闭了。",[827,2471,2472],{},"OPPO是唯一一家成功从功能机时代转型智能手机时代的品牌，并且在这波浪潮里毫无疑问OPPO成为了一家够分量的国际品牌。据媒体披露（不知道真假哈）OPPO在2010年时候也面临关门的可能性，大道曾经参与了OPPO的转型的决策，但明确表示不会重出江湖，亲临一线。到底是什么决定OPPO可以这么成功？",[827,2474,2475,2477],{},[833,2476,835],{}," OPPO厉害是因为OPPO有厉害的文化和厉害的团队同时还赶上了好产品和好模式，其实vivo也很厉害啊，原因也是一样的。转型是12年中，我没有参加过转型的决策，但确实参加过一个有点悲壮的会。",[827,2479,2480],{},"当时OPPO和vivo都面临很大困难，我们当时不是很确定我们是否能过得去，所以当时大家达成一个共识：如果我们要倒下的话，一定不要倒的很难看，不要欠员工钱，不要欠供应商钱，要尽量保护代理商……。我们12年没亏钱，13年没亏钱，但12-13年那一整年亏了非常多的钱，到13年中终于挺过来了。",[827,2482,2483],{},"我明确表示不会重出江湖比这个还要早差不多10年，我当时说的意思很简单，大家都比我能干，如果大家搞不定的事情我也肯定搞不定的，所以我绝对不会重出江湖的。（2019-05-22）",[827,2485,1284,2486,2488,2489,2491],{},[833,2487,2043],{},"遇到危机时仍然坚持",[867,2490,12],{"href":1487},"原则，据说大道当时回来开了一个有点悲壮的会议，他说，如果要倒，一定不要倒得太难看，不要欠员工和供应商的钱。请您分享一下。",[827,2493,2494,2496],{},[833,2495,835],{}," 是的，确实专门回去跟大家一起开了个会。当时我其实啥主意也没有，毕竟已经不在一线快10年了。我只是说如果我们真要倒的话，绝不可以倒得很难看！我们一定不能欠员工钱，不能欠供应商钱，不要给任何人添麻烦。最后我说，let’s fight now! 我们是幸运的，最后熬了过去。",[827,2498,2499],{},"我记得2011年年中到2012年年中的那一整年确实是有点危险的，其实也没那么危险，因为当时我的投资已经做得很好了，那是我手里的秘密武器。当然，最后很开心没有被逼到动用后备资金的地步。",[827,2501,2502,2503,2505,2506,2508,2509,2511,2512,2514],{},"网友：在决定生死的那一战，1.如果",[833,2504,2043],{},"之前借了不少有息",[867,2507,64],{"href":869},"会怎样？大概率会面临大得多的压力，因为生死存亡之际，银行会让你直接还钱，管理层要分散核心注意力处理这些借贷问题，可能在最需要现金的时候，被迫还债；2.如果",[833,2510,2043],{},"以前没有",[867,2513,12],{"href":1487},"文化会怎样？",[827,2516,2517],{},"我想会继续压榨供应商，穷尽一切手段占用更多上下游产业链的资金，那么在后续转型，急切需要产业链一起冒险时，大概率得不到急需的合作。每一件事情的成功肯定有运气成分，但如果次次运气好，大多主要因为实力够强。",[827,2519,2520,2522],{},[833,2521,835],{}," 我们的stop doing list拯救了我们。其实原则往往是危机中才显“英雄本色”的。这种时刻不多，但很可能会决定生死。",[827,2524,2525],{},"网友：终于明白大道为啥不建议普通人创业了，创业确实九死一生，哪怕强大如大道，天时地利人和也缺一不可。",[827,2527,2528,2530],{},[833,2529,835],{}," 是啊，确实是九死一生的。没有经历过的人大多都没啥概念，多以为前面都是鲜花……其实下面经常很多牛粪的。",[827,2532,2533],{},"网友：阿段的这番话我有印象，大概在1996年秋天，我听老陈开会时讲过。小段出去创业向股东融资都不设总股本，有钱就来，我想不通这样的事还有人去做。我此刻反思，如果当时老陈想通了，今天就不是这样子了……还有他的团队们……写到这里手有点颤抖了……",[827,2535,2536,2538],{},[833,2537,835],{}," 哈，你是老人啊？！我1989年到的中山。人最后都会成为他本该成为的那个人，30-40年后很难有人可以反驳这句话的。",[827,2540,2541],{},"网友：在知乎上看到的：“刘作虎曾负责蓝光DVD的开发。产品原计划在当年圣诞节上市，可效果一直没达到预期。他纠结地向步步高创始人段永平汇报。意外的是，老板听完，轻描淡写地回复，「赶不上今年，赶明年呗。」结果，这款DVD真的推迟了一整年才问世。“同作为产品经理的我真的佩服，无他，特意来感谢大道的回复。能再分享点趣事更好。",[827,2543,2544,2546],{},[833,2545,835],{}," 这个故事跟刘作虎无关。我管事的时候他可能还没来或刚来没几年，不是直接和我联系的。（2019-05-20）",[827,2548,2549],{},"网友：段总您好，我是您粉丝，也是OPPO蓝光北京代理（11年-18年，中国大陆首批），23岁身上就1万块钱运气好跟着OPPO蓝光做了代理，到北京买房五年换5车（我是草根），去年oppodigital彻底结束，最后一批货溢价很高，大伙赚的盆满钵满。段总，谢谢您。一出生社会受OPPO企业文化熏陶，一身武艺出自OPPO，受益无穷。",[827,2551,2552],{},"项目结束后，我现在也做股票投资，是因为喜欢，想发掘里边的真谛，逻辑比当下赚钱更重要，以前对段总的“fast is slow”，“做对的事情和把事情做对”，倒着都能背（企业文化，必须得老背）；进入资本市场，我才理解透彻，少走很多弯路。草根输在起跑线，需要比条件好的孩子多花10年甚至更多的时间去补课。",[827,2554,2555],{},"如果10年后段总会公开拍卖自己的午餐，我一定会去竞标，这是我现在的梦想，一来感恩挖井人，二来我坚持做投资（一直到老），能够靠实力拍下您午餐，是练武之人最高殊荣，和对自己严格要求的交代。",[827,2557,2558,2560],{},[833,2559,835],{}," 结束蓝光部门是不得已的一件事情，不然无法维持一个高质量的队伍，因为这个产品确实江河日下了。目前原蓝光的团队大多转入一加了，他们现在干得也很不错哈。（2019-09-12）",[827,2562,2563],{},"网友：段大哥的产品可都是比同类的产品价格高噢（国产）。",[827,2565,2566,2568],{},[833,2567,835],{}," 你有空上网查查OPPO的blu-ray DVD player在美国卖什么价吧，也看看老美们是怎么评价我们的产品的。同一个地方产的产品不一定是“同类”产品。",[827,2570,2571],{},"OPPO DVD和blu-ray DVD player可是在这几年里有过好几次CNET的rating评分第一名啊，好像目前还是，具体我也没查过。",[827,2573,2574],{},"我们现在的产品比我当CEO时可是强太多了，有些方面和产品的水平已经可以说是世界一流的了，当然整体实力上还有不小差距。（2010-10-04）",[827,2576,2577,2579],{},[833,2578,1207],{}," ：我们一直算是高端机吧？这次只是进入智能手机而已。一般而言，我们只要有足够长的时间，国内好像都是算很厉害的那种吧。相信一段时间后国内买android的人多数都会把OPPO作为选项之一的。（2011-07-14）",[827,2581,2582,2585],{},[833,2583,2584],{},"博文："," OPPO Blu-ray Players（蓝光播放器）（2012-09-20）",[827,2587,2588],{},"网友：这个图片真心丑，屏幕那样刻意去P一下好看吗",[827,2590,2591,2593],{},[833,2592,835],{}," 款式多了有些细节就顾不上了",[827,2595,2596],{},"什么时候能像iphone一样一年才出一款就算成功了。okay，一年出两款也算成功，好吧？（2012-09-20）",[827,2598,2599],{},"网友：少不是根本，主要是影响力和利润，没有比得过iPhone的。",[827,2601,2602,2604],{},[833,2603,835],{}," 做到少是非常难的，OPPO蓝光倒是做到了（2012-09-20）",[827,2606,2607,2613],{},[833,2608,2609,2610,2612],{},"段永平：老中做的电子消费品让别国",[867,2611,141],{"href":1045},"弱爆的事情见过吗？"," PCMag杂志Readers' Choice survey读者选择调查的权威度老美知道。",[827,2615,2616],{},[833,2617,2618],{},"为老同事们感到骄傲！",[827,2620,2621,2622],{},"原文链接：",[867,2623,2624],{"href":2624,"rel":2625},"http:\u002F\u002Fwww.pcmag.com\u002Farticle2\u002F0,2817,2409758,00.asp",[2626],"nofollow",[827,2628,2629],{},"“Last year,we launched our inaugural PCMag Readers' Choice survey for Blu-ray players. By a mile,the highest-rated brand of players was OPPO Digital,a small manufacturer of high-end Blu-ray devices like the Editors' Choice BDP-93. Satisfaction with OPPO was in a stratosphere that would even make Apple drool. In 2012,OPPO picks up right where it left off and again wins a Readers' Choice Award.”",[827,2631,2632,2633,2635,2636,2638,2639,2641,2642,2644],{},"“我们去年开始了蓝光机的PCMag Reader's Choice（读者奖）评选。领先一大截，得到最好评价的蓝光机是",[833,2634,1437],{}," Digital，一个小公司生产的高端蓝光机并且得到了Editor's Choice（编辑奖）的BDP-93。",[833,2637,1437],{},"的满意度高高在上，甚至让",[833,2640,1306],{},"流口水。今年2012，",[833,2643,1437],{},"再次赢得了Reader's Choice奖”",[827,2646,2647],{},"“OPPO Digital's Blu-ray players aren't cheap,but according to our survey respondents,you get what you pay for. OPPO continues to receive among the best satisfaction ratings that we've ever seen in a PCMag Readers' Choice survey.”",[827,2649,2650,2651,2653,2654,2656],{},"“",[833,2652,1437],{},"蓝光机不便宜，但是根据我们的调查报告，物有所值。",[833,2655,1437],{},"连续赢得我们所见过的PCMag‘读者奖’最好的满意度得分”（2012-09-20）",[827,2658,2659],{},"网友：X1是我用过最好用的智能手机！",[827,2661,2662,2664],{},[833,2663,835],{}," vivo X1做得真不错哦，至少我这么认为，肯定比我以前用过的很多智能手机要好用。别的不说，我估计vivo X1肯定会卖断货，信不信由你哈。（2012-12-18）",[827,2666,2667],{},"网友K：我觉得国产手机，和外国的手机还是有差距的？！",[827,2669,2670,2672],{},[833,2671,835],{}," 哪个外国？可以肯定的是，能比我们公司手机好的外国手机已经很少了，但差不多但各有特色的确实还有一些。（2012-12-18）",[827,2674,2675],{},"网友：OPPO FIND 5 真给力，1万台降500活动冒出35万预约。",[827,2677,2678,2680],{},[833,2679,835],{}," 说明便宜还是管用啊，可是以后怎么办？（2013-06-16）",[827,2682,2683],{},"网友：恭喜，激动人心的发布会，感觉oppo一下子高出一大截。",[827,2685,2686,2688],{},[833,2687,835],{}," 看跟谁比了。个人认为OPPO的东西确实比绝大多数的Android强。Android的市场非常大，OPPO还有很多机会。（2013-09-25）",[827,2690,2691,2694],{},[833,2692,2693],{},"引用："," OPPO T29又放大气外观图啦，速速围观，速速围观！",[827,2696,2697],{},"网友：我现在用的就是vivo。产品从外观、尺寸、工艺制作、手感；软件的优化、功能的完善、性能的反应、电池的续航时间、信号的稳定性、边用边充电时的系统反应和发热程度、等，对多个安卓系统牌子都体验过觉得vivo做得最好的。",[827,2699,2700,2702],{},[833,2701,835],{}," vivo确实很好啊，不然这个价不会有这个量的。当然，继续改进还是很需要的。iphone每年也改进不小啊，每代iphone都比上一代有相当大改进，隔代看尤其明显。（2015-04-27）",[827,2704,2705],{},"网友：Oppo finder 2500，绝对值得期待！不知道这款手机是否会改变中国国产智能手机的格局啊？",[827,2707,2708,2710],{},[833,2709,835],{}," 肯定不会。如果你不想买iphone的话，那就来个OPPO吧。不过，长期而言，我还是觉得iphone便宜。（2012-06-13）",[827,2712,2713],{},"网友：每次听到有人讲互联网思维，刘作虎都想驳回去。他说：“当年步步高做得风生水起，阿段是多么厉害的一个人物，但我从未听他说过什么惊人的语录，说来说去就是“做对的事情，把事情做对”。听起来很普通，但商业不就是这样吗？把产品做好，不要欺骗消费者。”",[827,2715,2716,2718],{},[833,2717,1207],{}," ：刘作虎当年负责的DVD和蓝光在北美市场还是非常厉害的，现在虽然退出了，但上eBay看看目前大家的收藏品卖什么价就知道我说啥了。一加也还不错，但进步空间还很大。（2020-06-19）",[827,2720,2721,2722,2724,2725,2727],{},"网友：段总，我发现那些仿",[833,2723,1021],{},"I6青花瓦这一款手机，外观看起来什么都仿得很像，但是犯了一个低级的错误就是把BBK（",[833,2726,1021],{},"）这个商标弄成BBG。",[827,2729,2730,2732],{},[833,2731,835],{}," 玻璃是玻璃，钻石是钻石。把玻璃当钻石买的人实际上也很值得同情。无论怎么仿其实都是违法的，只是政府力量现在还抓不过来这些事而已。（除了假冒商标外，近似侵权也一样违法）",[827,2734,2735],{},"在美国碰到这种事处理起来真是很方便，只要证据全，几乎就是一个电话的事。所以在美国假冒的人成本巨大，风险很高。我们中国要到那个地步可能还有很长的路要走（国内假冒成本太低，几乎有点鼓励的意思，对国家的长远利益的伤害实在是太大了）。（2010-06-17）",[827,2737,2738],{},"引用：乔布斯与史玉柱：死的伟大生的光荣",[827,2740,2741],{},"乔布斯的去世在中国引起的惋惜与反思，远远超过他的家乡美国。这种对乔布斯的投射让大家发现，我们这个号称\"世界经济救世主\"的盛世其实缺失了一个主角，那就是企业家的创新精神……",[827,2743,2744,2746],{},[833,2745,835],{}," 最讨厌这种自以为喝了几天洋墨水的狗屁专家出来指点江山了，中国出不了乔布斯是史玉柱（之流）的错？我们的企业家们经常连品牌被仿冒都对付不了，就更不用说保护创新了。有点常识好不好！（2011-11-03）",[827,2748,2749,2751],{},[833,2750,835],{}," Oppo、Vivo的年收入合计有400亿美金。（2018-09-30）",[827,2753,2754,2756],{},[833,2755,835],{}," 鸡肋原则本来就是我创造的一个原则，所以你怎么理解并不重要。规模达到我们公司目前这样，鸡肋原则可能不再适用了。（2019-03-26）",[827,2758,1284,2759,2761,2762,2764],{},[833,2760,1437],{},"在技术上面是以整合为主，还是以研发为主？目前",[833,2763,1437],{}," 的视听领域有已经领先的核心专利技术吗？",[827,2766,2767,2769],{},[833,2768,835],{}," 呵呵，缺什么什么重要啊。我们有挺多不错的技术，研发的投入也挺大的。恕我不能在此说得太多了。(2010-03-22)",[827,2771,2772],{},"网友：电子的东西更新很快，要持续不断地研发，会不会很累啊？",[827,2774,2775,2777],{},[833,2776,835],{}," 是的，很累但很有成就感。(2010-03-25)",[827,2779,1284,2780,1305,2782,2784,2785,1305,2787,2789,2790,2793],{},[833,2781,1021],{},[833,2783,1437],{},"进入的市场看起来鸡肋，但是",[833,2786,1021],{},[833,2788,1437],{},"都能提供不错的产品和创造价值。显然，这两家公司对进入新市场有一个相当严谨而且",[867,2791,222],{"href":2792},"\u002Flixing","的判断。你们如何做出进入新市场的决策？",[827,2795,2796,2798,2799,2802],{},[833,2797,835],{}," 智能手机市场算鸡肋吗？鸡肋市场的意思是指大公司食之无味弃之可惜的市场，比如学习机。实际上是个细分市场的概念，说通了就是",[867,2800,146],{"href":2801},"\u002Fchayihua","的意思。(2013-06-29)",[827,2804,2805,2806,2808],{},"网友：当年",[833,2807,1021],{},"选产品，大多数都是当下比较热门的产品，有没担心行业发展太快导致竞争激烈产品寿命短等问题？当时怎么判断自己是否有机会？",[827,2810,2811,2813],{},[833,2812,835],{}," 我们一般在开始做一个产品时总是认为这个产品是长寿的，不然我们很难做好。怎么判断就很难说清楚了，不然我们也不会有那么多失败的产品。目前看来，智能手机行业对我们蛮合适的。(2020-10-20)",[827,2815,2816],{},"网友：20世纪90年代部分国内企业的发展起步阶段，企业家往往会将全部家底all in在一款产品的广告或其他上，用前期的高额成本投入换来订单增长。我现在也在经营一家小公司，一直经营不善，困惑于试错成本问题，该将资金全押在一款产品的运营推广上还是应该分散风险布局不同产品呢？",[827,2818,2819,2821],{},[833,2820,835],{}," 我觉得你可能是产品不行。我们当年是觉得产品不错了才敢押身家的。(2020-10-20)",[827,2823,2824,2825,2827],{},"网友：您现在是不是不管",[833,2826,1021],{},"的具体运营了？",[827,2829,2830,2832,2833,2835,2836,2838],{},[833,2831,835],{}," 我大概10年前就不在一线了，所以不了解具体运营的东西。我只管",[867,2834,23],{"href":1459},"或者叫发现错误及时纠正，至于如何",[867,2837,28],{"href":1463},"，我不太在行，大把同事比我强。我在公司里大概可以算个顾问吧，没人问我我就没事。(2010-03-03)",[827,2840,2841],{},"网友：看好生活电器这块的，主要是BBK（步步高）的代理体系太强大了，而且对公司的认同和责任感和荣誉感太强了，执行力和能坚持持久战的精神太可怕了，BBK的几个产品线基本上最终都做成了行业的前3名，消费电子行业基本没有这样的渠道，即使是最基层的促销人员都以在BBK工作为荣！伟大的公司，相信是真真可以做到的百年企业！",[827,2843,2844,2846],{},[833,2845,835],{}," 谢谢鼓励啊！其实我对生活电器挺没底的，主要是不在一线很久了，不太了解。（2010-03-26）",[827,2848,2849],{},"网友：那段大哥您经常也会拿bbk（步步高）和那些帝国主义的老牌劲旅去对照吗？看了您这条发言后，我拿自己的小公司和同行的巨头比了比，觉着我们的公司纯粹就是一清二白，都快没有做下去的信心了。",[827,2851,2852,2854,2855,2858],{},[833,2853,835],{}," 如果你的目标是打败谁谁谁的话，那确实很可能难有做下去的机会。但如果你能找到你能满足的细分市场的话，你也许就有机会。",[833,2856,2857],{},"几乎所有大公司都是从小公司起来的，最重要是你能有消费者导向的观念"," 。（2011-02-21）",[827,2860,2861,2862,2864],{},"网友：现在国内二手网站",[833,2863,1437],{},"蓝光DVD205已经被炒到2万多。这不科学哈。",[827,2866,2867,2869],{},[833,2868,835],{}," 当初上市的价钱好像就是1500美元？(2021-12-18)",[827,2871,1284,2872,2874],{},[833,2873,1207],{},"的徒弟现在都是厉害人物了。",[827,2876,2877,2879],{},[833,2878,835],{}," 他们一直都很厉害，只是大家不知道而已。(2021-12-18)",[827,2881,2882,2883,2885],{},"网友：期待您说点沈炜的故事，他的实力本身不允许他低调，但是基本找不到有关他的媒体访谈，甚至他什么时候毕业加入",[833,2884,884],{},"，在网上都查不到。",[827,2887,2888,2890,2891,2893],{},[833,2889,835],{}," 沈炜大学毕业前来我们公司(",[833,2892,884],{},")实习，他当时是保送研究生，两年内(也许是一年？我不记得了)可以回学校读研究生。他后来决定不去读研究生了。其实故事就是这么简单。(2022-03-25)",[827,2895,2896,2897,2899,2900],{},"“要有超乎利润之上的追求，即",[833,2898,2043],{},"人的三个梦想：",[833,2901,2902,2903,2905,2906,2908],{},"要有世界一流的文化、产品与",[867,2904,141],{"href":1045},"。文化是前提，产品是因，",[867,2907,141],{"href":1045},"是果。",[827,2910,2911,2916,2917,2919],{},[833,2912,2913,2915],{},[867,2914,135],{"href":1316},"就是水桶的桶底。所谓战略、技术无非是围着的木板而已。坚持让企业利益相关者都持续快乐的使命不变，只有这样，我们企业才能健康长久、基业长青！”","(",[833,2918,2043],{},"沈炜的50条商业思考)",[827,2921,2922],{},"看到这个，我可能是世界上最开心的人之一了哈。(2022-10-08)",[827,2924,2925,2926,2928],{},"网友：没有这台",[833,2927,861],{},"和陈智勇，阿段或许会走到电子电器行业的另一个赛道，当然极大概率也会非常成功，但故事的次主角、配角和群演估计有一多半会发生改变了。普通人一生中遇到可以改变自己命运的机会不多，阿段的确是很多人的贵人。",[827,2930,2931,1036,2933],{},[833,2932,835],{},[833,2934,2935],{},"你最后都会成为你本该成为的那个人的。(2023-03-28)",[827,2937,2938,2940,2941,2943,2944,2946],{},[833,2939,1306],{},"和唯冠的iPad商标之争还是没结果，也确实很难猜测最后的结局。也许这是个不该发生的故事，如果当年",[833,2942,1306],{},"买唯冠的iPad商标时能多付点钱的话。不管结局如何，感觉",[833,2945,1306],{},"在这件事情上都是赚了小便宜最后吃了大亏，属于聪明反被聪明误的那种。",[827,2948,2949,2950,2952,2953,2955,2956,2958,2959,2961,2962,2964],{},"不过买商标确实也是件不容易的事，我们的",[833,2951,948],{},"宝贝电脑用的",[833,2954,948],{},"商标就是买回来的。20世纪90年代初的时候，",[833,2957,948],{},"在游戏机领域是个非常响当当的牌子，产品的质量和口碑都非常好，在我的感觉里是曾经唯一可以有机会和",[833,2960,884],{},"一比的牌子。后来不知道什么原因",[833,2963,948],{},"就慢慢在市场上消失了。",[827,2966,2967,2968,2970,2971,2973,2974,2976,2977,2979,2980,2982],{},"实际上",[833,2969,948],{},"这3个字比",[833,2972,884],{},"这3个字的平衡性要好很多，主要是霸的笔画太多，导致",[833,2975,884],{},"3个字怎么设计都不太好看。在",[833,2978,1021],{},"创业初期，我们曾经找到",[833,2981,948],{},"商标所有人，提出想买这个商标(那时他们在市场上已经没产品了)，并出到了300万的价钱，结果被一口回绝了。",[827,2984,2985],{},"10年后的某一天(大概是2007或2008年)，我突然想到也许我们该再试试，因为想个好商标名确实是件非常难的事，尤其是3个字商标基本上都被注绝了。如果能够以不太贵的价钱买到一个好的商标名字绝对是合算的。",[827,2987,2988,2989,2991,2992,2994],{},"于是我们费尽九牛二虎之力终于找到了",[833,2990,948],{},"的商标所有人。不过这一次我们吸取了上次的经验，委托了一个中间公司出面购买。结果对方直接出价就是30万，而且一再强调他这个牌子是很值钱的，10年前",[833,2993,1021],{},"就曾经出过300万想买。过程自然是很顺利，一切按照法律手续，大概大半年后这个牌子就归到我们公司了。",[827,2996,2997,2998,3000],{},"其实我们当时还是打算用300万买的，哪怕今天当时",[833,2999,948],{},"的所有人找到我们，我们依然还可以补足他，因为实在是不想赚他的便宜。",[827,3002,3003],{},"不过据说后来又找不到他了，希望他运气好能看到这个帖子哈。",[827,3005,3006,3007,3009,3010,3012,3013,3015,3016,3018],{},"网友：今天读到一个关于",[833,3008,948],{},"商标购买过程的故事，求证一下。“当商标真正过渡到",[833,3011,1021],{},"手上时，金志江却派人找到原来的商标持有人，并告诉对方自己就是当年的",[833,3014,1021],{},"，当年我们认为你的",[867,3017,141],{"href":1045},"值300万，现在也值300万。我们今天让你签字，把270万补给你。”",[827,3020,3021,3023],{},[833,3022,835],{}," 确实发生过。(2020-08-03)",[827,3025,3026],{},"网友：原来小天才商标还有这段故事。步步高做的很好，当时按照30万成交。但是成交后步步高确认对方处境困难，按原估值理念主动补付270 万元，总计300 万元，未借此压价。",[827,3028,3029,3031],{},[833,3030,835],{}," 不是因为对方困境，而是因为我们本来就打算出价300，结果对方直接出了30. 我们最后决定还是出300吧。我们很喜欢这个牌子，觉得300是个比较尊重的价钱。现在这个牌子3个亿我们也不会卖的。（2026-08-14）",[827,3033,3034],{},"网友：段永平创业初期曾直接联系台湾晶技股份有限公司（TXC）求购“小天才”商标，出价300万元被拒；十年后晶技因金融危机有意出售，对方主动报价30万元；成交后步步高按原估值理念主动补付270万元，总计300万元，未借此压价。",[827,3036,3037,3039],{},[833,3038,835],{}," 不是九十年代初。步步高注册的成立日是1995年9月18号，第一次想买“小天才”的想法可能是1997或者1998年的事情，所以我们等了差不多10年才第二次去询价的。有趣的一点是，林先生当时就对我们的委托人说，“当年步步高可是开过300万的价钱啊”！我一直很好奇，他既然记得这件事情，为什么不跟我们主动联系一下呢？我觉得他们可能是不好意思？我们给出原价其实是表示我们对他们的尊重。现在看来，我们这个牌子买的是非常非常值的。很难找到这么好的名字了，我估计三个字的好点的名字可能都被注册完了吧？（2026-08-10）",[827,3041,3042,3044,3045,3047],{},[833,3043,948],{},"作为中文",[867,3046,141],{"href":1045},"确实难得，无歧义，易传播，笔画简单均衡……现在估计3个字的牌子都被注册完了吧。(2020-08-24)",[827,3049,3050,3052,3053,3055,3056,3058],{},[833,3051,948],{},"这3个字作为儿童产品的中文",[867,3054,141],{"href":1045},"真是好得不行哈，但",[867,3057,141],{"href":1045},"的价值最后还是要靠产品赋予的。(2020-09-22)",[827,3060,3061,3062,3064],{},"智能手机的出现真是干掉了很多行业啊。复读机、电子词典、相机、表、地图、天气预报、新闻、日历、指南针、单位换算、测量、计算器、录音机……都不复存在了。",[833,3063,948],{},"还活着且还活得不错真是不容易。我非常为它骄傲。(2023-03-22)",[827,3066,3067,3068,3070],{},"我喜欢",[833,3069,948],{},"这个名字。(2011-02-08)",[827,3072,3073,3074,3076,3077,3079],{},"这个产品对适龄的小朋友确实蛮好的，而且市场上基本没有这么好的东西，不过iPad会有影响。",[833,3075,948],{},"现在是我们公司的",[867,3078,141],{"href":1045},"了，说起来话长啊。(2011-07-08)",[827,3081,3082],{},"网友x：我觉得给2-6岁小孩儿用的电脑必须有一个核心技术----结实。哈哈哈。",[827,3084,3085,3087],{},[833,3086,835],{}," 我们这个确实结实，小孩站上面都没事。（2011-07-01）",[827,3089,3090,3092],{},[833,3091,835],{}," 我们出的是小天才宝贝电脑，是相对于大人的电脑而言的。我们这个东西主要是寓教于乐，从小培养小孩的好习惯，并不是教一堆没用的东西。小天才宝贝电脑的游戏大都是教育内容的，让小孩学起来不枯燥，非常适合2-6岁的小孩。包括对眼睛的健康宝贝电脑也是下了功夫的，好过玩别的。（2011-07-14）",[827,3094,3095],{},"网友：哈，这么好的产品一定大卖啊。",[827,3097,3098,3100],{},[833,3099,835],{}," 这个产品不容易卖，初期的产品教育非常难，不是我们擅长的事。（2011-07-21）",[827,3102,3103],{},"网友：买了一台小天才宝贝电脑，小孩子很感兴趣，游戏设计很好。2、家长能够控制时间，防沉迷3、方便，我家小孩子像玩具一样提过去提过来。4、声音非常好，是原音。5、我的时间也多了。把“小天才”一放，不用缠我了。",[827,3105,3106,3108],{},[833,3107,835],{}," 特别说明一下，里面有好多游戏都是学习的游戏哈。幼儿园缺人手时这个都能帮上大忙。小天才宝贝电脑最有意思的地方是可以教会小孩的不是一般的知识，而是良好的习惯以及其他知识以外但小孩也很需要学的东西，比如情商啥的。（2011-07-25）",[827,3110,3111],{},"网友：我想问一个和投资没有关系的问题，我想给儿子买点读产品，发现你们家的都是点读机，可是明显点读笔更友好，更适合小孩，为什么不进军点读笔市场呢？",[827,3113,3114,3116],{},[833,3115,835],{}," 你买点读产品是想给小孩学习的吧？我觉得这种产品最重要的是内容以及使用的趣味性及方便性，当然产品质量的可靠性（包括内容的可靠性啊，很多人在买的时候往往会忽略这个最重要的东西）是最基本的东西。步步高点读机能有这么大销量绝对是有道理的，不然不会有那么多家长和老师推荐啊。如果你的小孩在6岁以下，强烈建议你看看小天才宝贝电脑。",[827,3118,3119],{},"这个产品主要的特点是可以帮小孩从小培养一些好的习惯，如果你知道好的习惯有多重要的话。 网页链接 顺便说下，刚刚上搜狗查小天才宝贝电脑，居然找不到主页，还要回到百度，不知道是不是我眼神有问题。还有就是这个主页为什么是okii呢？好像以前告诉过我，忘了。（2011-11-24）",[827,3121,3122,3124,3125,3128],{},[833,3123,835],{}," 这个产品与众不同的地方是试图让小孩从小养成良好的习惯（不是教几首唐诗的那种），",[833,3126,3127],{},"想想一个好习惯值多少钱吧"," 。（2012-02-16）",[827,3130,3131,3133],{},[833,3132,835],{}," 推那么多机种，早晚是要出问题的。（2012-02-07）",[827,3135,3136],{},"网友：小天才据说六月份要出一款针对儿童的，电话手表，因为是家好企业（也是段总旗下的哈）逻辑上值得期待，建议有小孩的到时候都该去当地的小天才体验店好好去体验下了？",[827,3138,3139,3141],{},[833,3140,835],{}," 我也听说了，和苹果表概念也许不一样。我不是很明白推这款产品的目的，也很好奇想看看到底会怎么样，但肯定不会比苹果表更受关注的。（2015-04-26）",[827,3143,3144],{},"网友：针对儿童使用群体主打“安全”概念，尤其是在国内，儿童走丢和被拐的现象频发，加上城市的上班族很多家长都是没有时间自己接送孩子的。当然，家长可以给孩子买手机，但是很多学校是不让孩子带手机的，（手表还没有限制），所以“安全”的概念还是颇受关注。360推出的“360儿童安全卫士-智能手表”已经出到第3代了（第3代可以打电话，1、2代只能定位和发语音）。",[827,3146,3147,3149],{},[833,3148,835],{}," “安全”的想法非常好！（2015-04-28）",[827,3151,3152],{},"引用：小天才电话手表 2015-07-10",[827,3154,3155,3157],{},[833,3156,835],{}," 小天才电话手表上市了，有3到10岁小朋友的来看看！在小朋友里这个也许会比苹果表实用。（2015-07-10）",[827,3159,3160],{},"网友W：小天才是步步高旗下的。",[827,3162,3163,3165],{},[833,3164,835],{}," 小天才手表似乎很好用的样子，前段时间我在深圳到处都见到小朋友戴着。（2019-09-18）",[827,3167,3168,3170],{},[833,3169,835],{}," 今天开车去旧金山见一个朋友，到朋友住的酒店后把车交给酒店门口的停车员就进去聊天了。",[827,3172,3173],{},"出来时就看见停车员很兴奋地冲过来对着我一顿吱哩哇啦的。",[827,3175,3176],{},"听半天才明白，原来他看到我的车牌上有OPPO，认为我肯定和OPPO有关系。",[827,3178,3179],{},"呵呵，他是我们的用户，现正用着我们的蓝光DVD Player呢。",[827,3181,3182],{},"确认我是OPPO的人以后，跟我夸了半天的OPPO是No.1第一名。",[827,3184,3185],{},"听别人夸自己公司的产品的感觉还是不错的。",[827,3187,3188],{},"近来类似的经历已经有若干次了，看来我们的OPPO在美国也是很有希望的。（2011-03-01）",[827,3190,3191,3192,3194],{},"网友：一加当时好像是",[833,3193,1437],{},"分出去的。",[827,3196,3197,3199,3200,3202],{},[833,3198,835],{}," 其实从来都是",[833,3201,1437],{},"的一部分，只是算法问题。",[827,3204,3205],{},"网友：我有个疑问，如何能让儿童继续使用微聊，而不是长大后使用微信呢？",[827,3207,3208,3210],{},[833,3209,835],{}," 不太可能，社交圈完全不一样。相当于从步行距离到现代交通工具一样，长大后人的活动空间会大很多。",[827,3212,3213,3214,3216,3217,3219],{},"网友：华为、小米进入了新能源汽车领域，",[833,3215,1306],{},"也烧了一笔钱在这上面，oppo和",[833,3218,2043],{},"两大公司有没有想过搞电动车？",[827,3221,3222,3224],{},[833,3223,835],{}," 当然想过！（2025-10-18）",[827,3226,1284,3227,3229],{},[833,3228,2043],{}," vision您能讲讲吗？想听。",[827,3231,3232,3234],{},[833,3233,835],{}," Nice to have.（2025-09-25）",[827,3236,1284,3237,3239],{},[833,3238,2043],{},"确实厉害，新闻很少看到，销量却领先。",[827,3241,3242,3244],{},[833,3243,835],{}," 我们一直坚信老百姓心里有杆秤。（2025-10-06）",[827,3246,3247],{},"网友：BBK（步步高）和OPPO同时在做手机，不知段总如何定位两个品牌，如何平衡两个管理层、销售渠道、客户之间的竞争关系？",[827,3249,3250,3252],{},[833,3251,835],{}," 呵呵，我就算是个顾问，怎么会要我去定位呢？这是两家不同的公司，各有各的定位。关键文化有相同的地方。市场上有那么多品牌，多一家竞争也没啥啊。（2010-03-17）",[827,3254,1284,3255,3257],{},[833,3256,1437],{},"确实为中国电子企业争光了。在美国真的能建起来研发团队吗？这种研发模式对于主力部队几乎全在中国的公司来说运作效率如何？",[827,3259,3260,3262],{},[833,3261,835],{}," 我们在美国的研发团队人不多，和国内的有很强的互补作用。另外，我们运气确实好，居然在硅谷能找到很顶尖的人加入我们这种小公司，大家工作的效率很高啊。当然，我们要走的路还很长，现在才刚刚开始。",[827,3264,3265],{},"引用：OPPO创始人兼CEO陈明永出席OPPO科技展时表示：“OPPO明年研发资金投入，将从今年的40亿提高到100亿，并在未来逐年加大投入。”这是陈明永首次明确指明OPPO公司研发投入数目。除此之外，陈明永还强调，提升自身研发实力外，OPPO还将整合供应链，开放引入专家技术人才，提升科技实力。",[827,3267,3268],{},"公开数据显示，截至2018年9月，OPPO国内专利申请公开和授权数量共22712件。其中AI（人工智能）专利超过300项。今年10月，OPPO率先实现了手机首次5G上网。毫无疑问的是，5G和AI（人工智能）正在成为手机厂商强化竞争的重要着力点，如何选择赛道以及如何布局投入成为头部厂商的关键。（2018-11-27）",[827,3270,3271],{},"引用：OPPO CEO陈明永：研发队伍将扩大到1万人以上。",[827,3273,3274],{},"OPPO CEO陈明永出席Reno新品发布会暨客户答谢会，现场陈明永明确OPPO新阶段三大发力点：深耕手机业务，发力IoT物联网，重视技术创新与品牌建设。他表示，通过百亿研发投入以及万人研发团队提升OPPO科……（2019-04-11）",[827,3276,3277],{},"引用：OPPO创始人罕见亮相 陈明永：未来3年研发投入将达500亿元",[827,3279,3280],{},"OPPO创始人、CEO陈明永在OPPO未来科技大会上罕见亮相并发表《共创万物互融新生态》的演讲。他称，未来三年，OPPO总的研发投入将会达到500亿元，将着重在增强底层硬件技术和软件架构能力上，加强核心技术的研发，将OPPO打造成世界一流的科技公司。（2019-12-10）",[827,3282,3283],{},"网友：段哥您好，请问，您当初做企业的时候，从无绳电话、到复读机、dvd、点读机、音乐手机、等产品，电子产品推陈出新速度很快，但是每次bbk（步步高）都可以准确出击并取得不错的成绩，连续很多年，做这么多的商业决策，似乎都有北斗星为bbk指引方向。这背后有啥奥秘，或是原则性的东西？",[827,3285,3286,3288],{},[833,3287,835],{}," 其实你说的我们这些产品是三家完全互相独立的公司出的，时间跨度也很大，而且，你只是说了比较成功的那些产品，不成功的你可能根本就不知道。这个世界没有常胜将军哈。",[827,3290,3291],{},"网友B：段总您好，不知道能否分享一下你们公司的那些不成功产品的经验呀，以前在网上了解到步步高退出生活电器，是否生活电器也算是不成功的产品，谢谢！",[827,3293,3294,3296],{},[833,3295,835],{}," 也许很多很多年以后说吧。（2013-02-16）",[822,3298,3300],{"id":3299},"第六节-品牌记忆与近年问答","第六节 品牌记忆与近年问答",[827,3302,3303],{},"网友：不要被小天才手表名字“固化”以为就只能给孩子用，看功能和我们的需求，小天才用在老人身上，就是“老天才”手表",[827,3305,3306,3308],{},[833,3307,835],{}," 你说的对！我记得公司曾经讨论过是不是要出“老年手表”，但被否了，因为没必要。小天才的功能足够覆盖了。（2026-08-14）",[827,3310,3311],{},"网友：（网友晒出老复读机，称是一代人的回忆）",[827,3313,3314,3316],{},[833,3315,835],{}," 你搞错牌子了。“步步高复读机，学外语更容易”，这个广告词好像是我写的。（2026-04-20）",[827,3318,3319],{},"网友：段总，小天才手表这么成功，是否有做老年人定位的智能手表的想法？",[827,3321,3322,3324],{},[833,3323,835],{}," 多大称为老人，哪个“老人”觉得自己是老人？当然，家里真有失智的病人（比如老年痴呆），是可以用小天才的。不过，你需要知道“老年痴呆”并不一定只有老年人才得的。（2026-04-28）",[827,3326,3327],{},"网友：25年前，我爸送了我一个步步高复读机，想让我好好学英语。当时好像还是李连杰代言的，营销做得太好了，深入了农村市场。",[827,3329,3330,3332],{},[833,3331,835],{}," 李连杰代言的是步步高VCD，复读机是张惠妹。（2026-04-29）",[827,3334,3335],{},"网友：从教育电子产品到智能手机，算不算是生意模式的飞跃？",[827,3337,3338,3340],{},[833,3339,835],{}," OPPO，vivo，小天才是三家相互独立的公司。（2026-05-01）",[827,3342,3343],{},"网友：记得OPPO、vivo、步步高体系互相之间都不能有直系亲属，要给公司报备。",[827,3345,3346,3348],{},[833,3347,835],{}," 互相应该是可以的，比如OPPO的亲属在vivo或者小天才工作应该是没问题的，反之亦然。我们这三家公司是完全相互独立的，和在别的公司工作并没有区别。（2026-05-15）",[827,3350,3351,3353],{},[833,3352,835],{}," 我们公司明文规定直系亲属不得在一个公司内的。我研究生毕业后曾经在佛山无线电八厂（星河音响）工作过，入职后发现厂长的女儿，儿子，老婆都在公司里，我就赶紧走了。裙带关系在公司里面是致命的。（2026-05-15）",[827,3355,3356],{},"网友：最近换了vivo最新款手机X300 Ultra，效果真的非常惊艳，切实感受到了以消费者导向做产品的重要性。",[827,3358,3359,3361],{},[833,3360,835],{}," 我也听说vivo的新款很不错哈，顺便广告一下。（2026-05-26）",[827,3363,3364],{},"网友：我媳妇打算买学习机，第一反应居然是疑惑步步高这个牌子还在不在。",[827,3366,3367,3369,3370,3372,3373,3375],{},[833,3368,835],{}," 我们的产品里还在沿用步步高",[867,3371,141],{"href":1045},"的已经很少了，目前好像只有几个历史产品：电教的学习产品（学习机，点读机啥的，具体有啥我不知道）和电话机厂的电话机。我们三个公司是高度独立的，重叠使用",[867,3374,141],{"href":1045},"很难处理。（2026-05-30）",[827,3377,3378],{},"网友：原来小天才还在啊，从技术上讲，手机都能替代了。",[827,3380,3381,3383],{},[833,3382,835],{}," 这话说的？！小天才可是比85%以上的A股公司厉害的啊。（2026-05-31）",[827,3385,3386,3387,3389],{},"网友：OPPO和vivo哪个牌子好？我想换手机，两家",[867,3388,141],{"href":1045},"犹豫不定。",[827,3391,3392,3394],{},[833,3393,835],{}," 我觉得OPPO或者vivo都是在努力滴找到用户的真实需求的。（2026-06-10）",[827,3396,3397],{},"网友：你拍一，我拍一，小霸王出了学习机；\n你拍二，我拍二，游戏学习在一块儿；\n你拍三，我拍三，学习起来很简单；\n你拍四，我拍四，包你三天会打字；\n你拍五，我拍五，为了将来打基础！",[827,3399,3400,3402],{},[833,3401,835],{}," 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