艾默生CEO:解決中國食物浪費(fèi)充滿商機(jī)
????你已經(jīng)在運(yùn)營艾默生電氣公司的過程中采取了一些重大的戰(zhàn)略舉措,如今還在引入更多,,這些變化背后的大局思維是什么? ????要想讓一家企業(yè)保持活力和競爭力,,就必須不斷進(jìn)行改造,。我的前任運(yùn)營這家公司長達(dá)26年時(shí)間,他進(jìn)行了三輪改造,,而我正處于自己的第二輪,。我們現(xiàn)在做的生意值得繼續(xù)投資,并能夠推動公司向前發(fā)展,。但你必須不斷地考察手上擁有的東西,,經(jīng)常自省,“這輛車跑不動了,,我們需要繼續(xù)前進(jìn),。” ????這不是件容易的事,。上任第二年,,我跑到董事會表態(tài),說我希望賣掉艾默生電氣的創(chuàng)始業(yè)務(wù)(電機(jī)),。董事們看著我,,仿佛我長著三個(gè)腦袋似的。但我說,,這項(xiàng)業(yè)務(wù)已經(jīng)無法再帶來能夠確保公司保持競爭力及活力的增長,、收益和現(xiàn)金了。因此,,我們找到了合適的買家,,一家日本公司,然后繼續(xù)前進(jìn),。 ????一個(gè)對你來說很重要的大趨勢涉及到巨大,、安靜、沒有活物的房間,,也就是數(shù)據(jù)中心,。艾默生電氣的機(jī)會在哪里? ????運(yùn)營數(shù)據(jù)中心就必須對電源,、冷卻以及系統(tǒng)可靠性進(jìn)行管理,,而我們花了25年打造了一項(xiàng)業(yè)務(wù)來為這個(gè)行業(yè)提供服務(wù)。現(xiàn)在的趨勢是建設(shè)谷歌(Google,財(cái)富500強(qiáng))和Facebook那種超大規(guī)模的數(shù)據(jù)中心,,而所采用的技術(shù)則講求讓數(shù)據(jù)中心變得更加節(jié)能和可靠,,同時(shí)嘗試在不消耗大量電力和能量的情況下,盡可能多地對數(shù)字足跡進(jìn)行分析,。這就是我們的工作,,簡單地說,我希望看到電力消耗,,熱量產(chǎn)生,,因?yàn)槲覀儗⑸a(chǎn)電力,然后對發(fā)熱的系統(tǒng)進(jìn)行冷卻,。 ????全球冷卻和制冷行業(yè)的前景一定非常好,,我這樣想對嗎? ????的確很好,,尤其是在新興市場,。在中國和印度這些地方,超過35%的食物都被浪費(fèi)掉了,,因?yàn)樗鼈儧]有得到妥善的貯存或冷卻,。因此,我們開發(fā)了冷卻和制冷技術(shù)來幫助那些國家,。這些地方對我們來說一直是個(gè)巨大的市場,。 ????艾默生電氣的另一項(xiàng)業(yè)務(wù)是生產(chǎn)家居用品,這讓你們在美國家居市場也有一席之地,。這項(xiàng)業(yè)務(wù)的未來方向在哪里,? ????我們正在從很小的基數(shù)上恢復(fù)。我們做家居生意已經(jīng)有很長時(shí)間,,我們的產(chǎn)品是碎污機(jī),。我們位于威斯康星州拉辛市的工廠一年能夠生產(chǎn)600萬臺碎污機(jī)。目前,,我們正在跟各大城市進(jìn)行合作,,搞清如何減少食物浪費(fèi)。我們的方案是對食物殘?jiān)M(jìn)行研磨,,處理后用于發(fā)電或生產(chǎn)肥料,。不是把垃圾送去填埋,而是改變研磨工藝,,然后再把它們送去加工廠進(jìn)行處理,。 ????我們剛剛在中國投資建廠來做這件事,因?yàn)槭澄锢速M(fèi)是這個(gè)國家面臨的五大問題之一,。順便提一句,,為中國生產(chǎn)的碎污機(jī)跟我們使用的并不一樣,。 ????為什么呢? ????中國的食物與眾不同,。中國人食用大米,,富含纖維的蔬菜也更多。因此,,碎污機(jī)的研磨工藝并不一樣,。那是一種獨(dú)一無二的技術(shù),一般人永遠(yuǎn)也想不到,。 |
????You've made some major strategic moves in running Emerson, and you're making more. What's the big-picture thinking behind those changes? ????For a company to stay viable and relevant, you have to continuously rebuild. My predecessor ran the company for 26 years. He did it three times. I'm on my second go-round. We're going through businesses that we can continue to invest in and move the company forward, but you have to constantly look at what you have and say, "This car doesn't work anymore. We need to move on." ????It is not easy. I went to the board my second year on the job and said I wanted to sell the founding business of Emerson [electric motors]. The board looked at me like I had three heads. But I said the business no longer can generate the growth or returns or cash that we need to make sure we stay competitive and viable. So we found the right buyer, a Japanese company, and moved on. ????A large trend that's important to you involves data centers, these vast quiet rooms with no moving parts. Where's the opportunity for Emerson? ????You have to manage the power, cooling, and reliability of the data center. And we've built a business over the past 25 years to serve this industry. The trend now is hyperscale-size data centers based on the Googles (GOOG, Fortune 500) and the Facebooks (FB), and the technology there is how to make them more energy efficient and more reliable and try to get as much inside a footprint as possible without using a lot of power and heat. And that's what we do. Simplistically, I want to see energy used, and I want heat generated, because we're going to generate that electricity, and then we're going to cool it. ????I would think the outlook for cooling and refrigeration globally must be strong. ????It's very strong, especially in emerging markets. In places like China and India over 35% of the food is wasted because it's not properly stored or cooled. So we've developed cooling and refrigeration technologies to help those countries. It's been a huge marketplace for us. ????Another Emerson business is making products for homes, which gives you a great interest in the U.S. housing market. Where is it headed? ????We're recovering off a very low base. We've been in housing for a long time, making things called garbage disposers. We make 6 million a year in Racine, Wis. We're now working with cities to figure out how to reduce food waste by grinding it and then processing it for energy and fertilizer. Rather than garbage going out into landfills, we're changing the grind, and we're going to send it through a processing plant. ????We just made our first investment in China doing the same thing because one of their top five issues is food waste. And by the way, the grinder for China is different from the grinder you have in your house. ????Because? ????The food's different in China. You have rice, and you have more stringy vegetables. So the grinding mechanism is different. It's a unique technology that the average person would never think about. |