中文版本

摘译自: http://www.ge.com/annual01/letter/index.html

To our share owners, Customers and employees

2001 was a time of transition at GE. We would like to thank Jack Welch – on behalf of our share owners, customers and employees – for his 40 years of excellence at GE. Jack has had a personal impact on thousands of people around the world. In his 21 years as Chairman, he had a profound impact on GE.

Jack has many remarkable talents. But he is, first and foremost, a teacher. In that vein, we renamed our management institute at Crotonville the "John F. Welch Learning Center." Every year, 5,000 GE executives and 1,000 customers from around the world come to work and learn at this center at Crotonville. It is one of the cornerstones of our culture and one of the institutions that makes GE work. Generations of GE leaders and customers will have the opportunity to benefit from Jack's vision and commitment. What a fitting tribute.

Jack left us a financially strong GE, as well as a culture that loves change. This is important because the world we knew in the late 1990s – a world of global growth, political stability and corporate trust – has changed. The U.S. economy began to slow in late 2000 and entered a recession in 2001. The world followed, with Europe and Japan in decline.

This was the backdrop for the terrorist attack on America that left the world stunned. Among the thousands lost in this tragedy were two GE employees. We mourn the loss of Janis Lasden and  William Steckman.

The attack darkened the mood, deepened the recession and made economic recovery even more uncertain. Two industries important to GE – airlines and insurance – were profoundly impacted, and we have rushed to support our customers – our friends in need – through this crisis, and we will continue to do so.

The exuberance of the late 1990s and the inevitable downturn have created difficult times. Entire industries have collapsed, poor business models have been exposed, large companies have filed for bankruptcy and corporate credibility has been called into question.

In these difficult times, we see an opportunity to further differentiate GE. Turbulence challenges a company's character. GE is built to deliver in the most difficult environment, and it is built on trust. We delivered in 2001, and nothing builds trust like such consistent performance.

GE is a resilient, strong and accountable company. We believe that our long-term performance differentiates GE. This performance is based on a well-defined business model.

We have a diverse portfolio of leading businesses; a stream of powerful Company-wide initiatives that drives growth and reduces cost; financial strength and Controllership that allow us to capitalize on opportunities through numerous cycles; and a set of common values that allows us to face any environment with confidence.

Diverse Portfolio…
The dramatic global slowdown had an impact on our more economically sensitive short-cycle businesses such as Plastics, Lighting and Appliances. But the rest of GE flourished and grew. Our long-cycle businesses and GE Capital, which together contributed more than 75% of GE's revenues, set records. In particular, our Power Systems business had a fabulous year because of its global leadership in gas turbine technology and its ability to meet customer needs.

The story behind our gas turbine success is worth telling. The seeds for our share gain were planted in the mid-1990s, when we invested in "F" turbine technology and acquired strategic global resources – even though hardly anyone was buying! Those were tough times for Power Systems, but because NBC and Plastics were booming, we had the resources to take the long view – and invest for the future.

Now, as we work through this recession, our short-cycle businesses are investing strategically and improving their positions. They will ignite GE growth and performance through the next recovery. This is how and why GE delivers so consistently, year after year, in good times and in bad. GE performs in any environment.

Initiatives Impact…
Our initiatives helped us navigate in the rough economic waters of 2001. Globalization, for instance, is saving about $250 million a year through sourcing technical content and talent from around the world. Services continued to grow, increasing by 13%, an important factor for businesses like Transportation Systems, which grew revenues in 2001 despite shipping 20% fewer locomotives. A robust service business is a shock absorber when moving through business cycles. Six Sigma continues to bring us closer to the customer while growing our own productivity. In 2001, we completed more than 6,000 Six Sigma projects "At the Customer, For the Customer," meaning we literally took Six Sigma to our customers, working on very specific projects with them at their sites. Digitization – our newest initiative – is gaining enormous momentum. We generated $1.9 billion of incremental cost savings through what we call "e-Make" and "e-Buy." Initiatives give a company momentum, even on a rainy day. This was the case in 2001. Moreover, all our initiatives add revenues, subtract costs and add value for customers.

Financial Strength and Controllership…
GE generated over $17 billion of cash in 2001. This helped us maintain a return on average total capital of 27%, a staggering performance in this economy. We have a leadership team that recognizes the importance of earnings quality and cash management. We have more than 450 internal auditors who drive the sharing of best practices and a spirit of Controllership. And our cash management gives us the ability to be a "buyer" during periods of crisis and reduced equity values.

Visibility and Accountability…
GE performance is based on hard work. We review, refresh and manage our businesses constantly. We operate with intensity and transparency. Every day, more than 300,000 people around the world focus on creating and selling products and services in businesses they completely understand - businesses most of which we either invented or have been intimately involved with for decades. We share a common set of values that dictates the actions of our leaders and shapes the character of our Company.

This is a confusing time for investors. Poorly defined "new economy" business models have cost people hundreds of billions. It is a time when consistent, excellent performance confuses some pundits, who then imply that it is "managed." It is almost as if an earnings "miss" would be more virtuous than meeting your commitments during tough times - but that is not GE. We manage businesses, not earnings. Our business diversity, initiatives, financial strength and values ensure that we deliver on our commitments.

If we were "just" an appliance or power systems or equipment finance company, we would have periodic down earnings years as those businesses go through their inevitable cycles. But instead, we have a diversified mix of leading industrial and financial businesses that together have demonstrated the ability to grow through cycle after cycle.

Our businesses are closely integrated. They share four leading-edge business initiatives: excellent financial disciplines and Controllership; a tradition of sharing talent and best practices; and a culture whose cornerstone is absolute, unyielding integrity. Without these powerful ties, we actually could merit the label "conglomerate" that people often inaccurately apply to us. That word just does not apply to GE.

Instead, what we have is a Company of diverse businesses whose sum truly is greater than the parts; a Company executing with excellence despite a brutal global economy to deliver over $17 billion of cash flow in 2001. Try "managing" your way to cash flow of that magnitude – year after year.

Some companies are different. We believe GE is different, and one of the things that makes us different is that - in good times and bad - we deliver. That is who we are.

GE has always been about the future. Customers buy from us, investors invest in us and employees work for us for where we are going, not where we have been. GE has a new leadership team at the top, but what is not new is our commitment to performance.

The new team has two major agenda items:

Create a leaner, faster, more customer-focused GE

Accelerate growth… growth that is high-margin and capital-efficient

This agenda builds on the GE initiatives and financial strengths to produce superior returns for our investors.

After six years of total commitment to Six Sigma, we now have more than three dozen GE businesses speaking a common language, and it is the language of our leaders – present and future. We have trained 80,000 people in Six Sigma and completed 500,000 projects, which have greatly improved our process capability throughout GE.  We have invested $10 billion in information technology since 1998 to make Digitization a vital part of the Company. To GE, Digitization is the simplification of workflow, facilitated by the Internet. Six Sigma process excellence plus digital speed is changing the look of GE – smaller back rooms, faster decision-making in digital "cockpits" and increased customer-centricity and intimacy.

Front Room / Back Room…
The Internet allows every company to have fewer, more efficient and higher-value jobs. At GE, 60% of our resources are in the "front room" – customer-facing, growth-driving, manufacturing, selling and Controllership. The other 40% of our resources are in the "back room" – supporting as well as compiling and passing information. This will change. Digitized companies in the 21st century will have significantly smaller back rooms with more resources committed to growth and customer success.

Digitization allows companies to change their shape, focusing only on those things that drive customer success, profit and growth. Across the Company, we will take out $10 billion of costs over the next three years. Six Sigma, combined with Digitization, will shape a leaner GE.

Digital Cockpits…
Digitization has made GE faster and allows us to constantly measure what we do. Metrics – especially those 10 to 15 critical measurements that leaders need to run their businesses – are now online, real-time and shared by all.

Digital cockpits have had a profound impact on Plastics, a complex business with customers and factories around the world. Our leadership team reviews 15 key operating metrics daily, using a globally consistent standard. Cockpits contributed two points to productivity at Plastics in 2001.

Daily and weekly – rather than monthly or quarterly – our business leaders are making course corrections to their businesses, saving time and money while better serving our customers.

Customer-Centricity…
The combination of Six Sigma and Digitization is taking us into our customers' workflow.  We are focused on three areas that make a difference to them: repeatable processes (span), sales force capacity and customer profitability.

You have heard us talk about span, the "evil" variance our customers feel in our response to their requests for delivery, service or financing. Reducing span remains one of GE's key goals. Our Appliances business has reduced span by 70%, allowing us to meet the most rigorous standards for rapid home delivery. At Power Systems, as a result of Six Sigma process improvements, we have achieved a significant reduction in span on plant start-ups – saving time and money for our customers.

We want to focus our initiatives on customer profitability. This starts with a sales force that is trained to take Six Sigma to the customer. It is backed with technology: Six Sigma-designed products to improve customer effectiveness or digitized Web applications to automate customer workflow.

Our customers feel the difference. We have more than 3,000 Six Sigma projects underway in the airline industry – 1,500 since September 11 – which will achieve $400 million in savings for these customers who are contending with crisis and change. This service to our customers will improve our long-term relationships as this key industry rebounds.

Previous Annual Report letters have called GE a "growth company." This is clearly the case, as we have added $47 billion in revenue over the last five years. But it is important in these times of uncertainty and slow growth to reconfirm GE's purpose.

Can such a thing as a $126 billion growth company exist? It does exist, because GE always plays offense. We don't run this Company as a "$126 billion blob." We run it as an $8.4 billion Medical Systems business… a $1 billion Ultrasound business within it… and as seven separate operations within Ultrasound, ranging in size between $50 million and $250 million. These operations are run by people who are obsessed with growth and achieve it by creating new markets and technology. Backing them are our systems, our initiatives and a strong balance sheet that allows them to take risks for growth, knowing that the occasional miss or failure is not only unpunished, but is also "no big deal" in the context of a $126 billion company. Keys to success include:

Broader and Deeper Product Superiority…
Technical superiority is the Edisonian heritage of GE that we will never forsake – in any business. The proud history of this Company, and the key to its bright future, is the uninterrupted stream of innovative, technically advanced products and services – from the "F" and "H" turbines, to Discovery™ LS medical diagnostic machines, to advanced ultrasound products, to pipeline monitoring software, to the GE90 engine, or even the Today show. No one has the range or scale of product and service innovation that GE has, and no one has its ability to maintain that superiority through financial swirls, economic storms, cycles and fads.

Good things come to life when you achieve and maintain technical superiority in products and services. In Medical Systems, we get faster, higher-margin growth; in Power Systems, we get massive growth in our installed base; at Aircraft Engines, we win hotly contested competitions. Technical excellence is a linchpin of GE's long-term growth strategy. We plan to increase our Six Sigma-designed product launches by 25% in 2002.  We will advance in new areas – such as molecular imaging, distributed energy, advanced composites and sensors – with much of the research led by the GE Global Research Center, which will begin a $100 million renovation and will be a hub for change and reinvigoration.

Services Excellence…
Our Services initiative continues to accelerate. Services revenue grew 13% to almost $19 billion in 2001. Our contractual service agreements have reached $60 billion. These are long-term, intimate customer commitments, where our rewards are tied to customer success. We have invested billions to upgrade our installed-base technology and have taken services from a wrench-turning maintenance activity to a knowledge-based business.

The next evolution of service is in information technology. GE has created several billion-dollar service businesses based on improving customer workflow. Our Energy Management business helps customers manage power transmission on the existing grid. Our Healthcare IT business helps hospitals improve quality and lower cost. Both businesses are growing by 30% annually.

Our Services capability is a formidable strength. It offsets cycles by offering long-term revenue streams. It gets GE "on the same side as the customers" by linking their future success to our own.

Globalization…
GE has 41% of its sales outside the U.S., and increasing that level is another major part of our growth strategy. China represents a major opportunity for our industrial businesses. In a very short period of time, we expect that Medical Systems, Plastics, Power Systems and Aircraft Engines each will be doing more than $1 billion in business in China.

We have built a terrific GE Europe as well – $26 billion in sales with 70,000 employees, many of them from former state-owned companies that we bought and turned around. Europe continues to represent a prime opportunity for GE Capital.

GE is a global product company. We will manufacture CT scanners in China and side-by-side refrigerators in Mexico, and we will provide administrative services and software from India – all with higher quality and lower costs. Six Sigma is not confined to our U.S. operations; it is the practice and language of every facility we own in the world. Moreover, all of our global facilities operate under stringent environmental standards, and many have been recognized by government agencies for their environmental excellence.

We see globalization from multiple angles. We support our customers everywhere in the world. We invest in global capabilities. We create strong people and global teams who want to win – and do win.

Business Development…
GE has averaged 100+ acquisitions for each of the last five years. In 2001, regulators in Europe blocked our acquisition of Honeywell. We disagreed with the reasoning – but quickly moved on, working with a pipeline of high-margin, high-growth, accretive acquisition opportunities. We have entered the fast-growing security segment in Industrial Systems; we have added to our offerings in Medical Systems; we have extended our capability in renewable energy and we are entering the equipment protection business in Specialty Materials. We announced the acquisition of Telemundo, which greatly enhances NBC's reach in the fastest-growing demographic in the U.S. GE Capital has strengthened its position in mid-market, real estate and consumer financing, as well as in its global businesses. In today's difficult equity markets, we see more strategic opportunities than we have seen in a long time.

GE uses acquisitions to strengthen our positions in industries we have been in for years.  We leverage Six Sigma in due diligence and integration to maximize returns. These acquisitions, made with financial and strategic discipline, have been accretive to our investors.

We know that culture, business practices and values make GE different. We have leading-edge technology and we participate in multiple industries. We use our resources and our diversity to create value for investors.

We believe in people.
GE invests $1 billion per year in training. Leaders spend much of their time coaching, developing, evaluating and mentoring great people inside the most rigorous talent development process in industry. Our leaders have spent their careers in multiple industries, served on global assignments and lived through a wide range of economic cycles. We can sit around a table on any set of issues and say "what do you think?" and arrive at a "right answer" on most of the important ones.

We multiply ideas.
 We do not merely invest in training or initiatives, we make these a crucible for broad-based Company change. Six Sigma is the common language of GE; our Plastics business, for instance, often benefits from an idea generated at, say, Appliances. Our Global Research Center spreads common diagnostic technology from Medical to Power to Aircraft Engines to Transportation. In this way, any good idea tends to become a big idea.

We share common values.
Good people are attracted to a strong culture. Values bind GE together and give us confidence in the future. These values build on the traditions of performance, integrity and love of change. GE people know that performance does not stop with the numbers; it requires a personal commitment to excellence and a close linkage to the real world – particularly the customer's world.

Let's summarize who we are. GE is a 124-year-old large, multi-business company that is bound together by common systems of people development, initiatives, financial management and Controllership – and values. GE works. GE is trusted – because we perform.

We view today… this volatile, tough, global economy… as our very best day. We are built to play offense and to play it now.

This Company is being transformed into a "Leaner, Faster, Customer-Focused Enterprise"… one that has all the power of the digital age. We are a $126 billion "Growth Company" – a company that knows how to use size to propel consistent, high-margin growth. GE is a company you can trust, delivering excellent earnings achieved with integrity and a transparency unsurpassed in global business.

Great ideas, and great people building their own dreams at GE, will ensure that we continue to deliver.

Our team is aligned with investors. GE has one agenda – outperforming – and one currency – our stock. When the Company wins, we all win together: share owners, customers and employees.

GE is grateful for your continuing trust and support. Our best days lie ahead.

February 15, 2002

返回页首

中文版本

对于GE来说,2001年是充满挑战的一年,然而也是成功的一年。面对几十年来最严峻的全球经济环境和9.11悲剧的冲击,我们经受住了考验。GE的业务模式发挥了作用。我们的员工面对这些挑战的反应可圈可点,从而使得GE的利润大大高于标准普尔500的平均水平,超越幅度创25年最高。我们有很多值得自豪之处。

净利润增长了11%,达到了创纪录的141亿美元。 每股利润也上升了11%,而标准普尔500的平均利润却下跌了20%。

销售收入为1259亿美元,从账面看比2000年下降了3%,但根据可比基础计算仍增长了4%。工业部分销售收入增长了6%。

经营中所产生的现金流量达到172亿美元,比2000年增长了12%。扣除客户预付款,现金流量为138亿美元,比2000年增长13%。营业利润率根据可比基础从去年的18.9%上升至19.6%;年平均资本回报率保持在27%。

我们的股票价格下降了16%,稍高于标准普尔500种股票指数下降率。显然,这很令人失望。尽管如此,拥有GE股票时间达到5年(包括2001年)的投资者,其投资回报率达到平均每年21%。那些认可GE是做长远经营的公司、持股达10年的人,年回报率为23%。

我们在12月份将红利增加了13%,这是我们连续26年增加红利,也是连续第十年实现两位数增加。我们视股价下挫为买进的好机会,已回购了价值31亿美元的股票。至此,一共有95亿美元回馈给了我们的股东。

我们在2001年宣布了总值230亿美元的收购。GE金融服务集团实现了创纪录的一年,在中型市场融资和房地产市场的地位更加巩固。我们的动力系统集团、医疗系统集团和工业系统集团增添了新的平台。NBC对Telemundo的收购令我们能够进入美国增长最快的西班牙语媒体市场。

我们公司拥有伟大的领导人,他们向新的管理团队实现了平稳的过渡。575名高层领导中有175人得到提拔,再次表明加入GE,和GE与时共进所带来的无限机遇。在新提拔的公司副总裁级官员中,有40%为妇女、少数民族和非美裔,GE的面貌继续得到更新。

公司对9.11事件做出迅速反应。GE大家庭提供了总值2500万美元的援助,包括现金和服务。GE基金会向世贸双塔基金会捐赠了1000万美元,2万名GE员工向红十字会捐款250万美元,同时GE基金会以1比1的比例匹配员工的捐款,捐赠给红十字会。

我们的动力系统集团在事件发生后的48小时内,将80台移动式发电机运到了下曼哈顿地区。我们的医疗系统集团迅速将移动式CT和磁共振扫描仪运到离事故现场最近的一些医院。GE员工在世贸中心现场不知疲倦地工作着,他们中有不少人是志愿消防员。我们为我们的团队和他们的巨大成就而感到骄傲。 GE继续成为世界上最受赞许的公司-连续第五年成为《财富》杂志推选的"全美最受推崇的公司",并第四次被《金融时报》推选为"全球最受尊敬的公司"。

变革的时代

2001对GE来说是过渡性的一年。我们谨代表我们的股东、客户和员工,感谢杰克.韦尔奇40年来对GE的卓越贡献。杰克对全世界成千上万的人有个人影响力。在他21年的GE董事长生涯中,他对GE有着深远的影响。

杰克拥有很多值得称道的才能。但他首先是一位导师。有鉴于此,我们将克劳顿村的管理学院重新命名为"约翰F.韦尔奇领导发展学院"。每年有5000名GE员工和来自全球的客户来到发展学院工作和学习。它是我们文化的一个基石,一个令GE之所以成为GE的机构之一。一代代的GE领导人和客户将有机会从杰克的远见和努力中受益。这是多么恰如其分地表达了我们对他的敬意!

杰克给我们留下了一个拥有坚实的财务实力的GE,以及一个热爱变革的公司文化。这非常重要,因为现在的世界不同于20世纪90年代后半期的世界-那是一个全球性增长、政治稳定和公司为人信任的年代。美国经济在2000年下半年开始放缓,并在2001年进入衰退。继欧洲和日本之后,世界经济陷入了低谷。

在这一背景下,恐怖分子对美国发动令世人震惊的恐怖袭击。在罹难的数千人中有两名GE的员工。让我们为 Janis Lasden 和 William Steckman哀悼。

恐怖袭击令市场氛围更加黯淡,加重了衰退,并使经济复苏的前景更加不确定。GE两个重要的产业-航空和保险-深受影响,而我们在这场危机中快速向我们的客户-我们急需帮助的朋友-提供支持,我们还将继续这样做。

20世纪90年代后半期的快速发展和其后不可避免的低谷令形势十分严峻。有些产业全面崩溃,不健全的业务模式被暴露,不少大公司申请破产,人们对企业界的信誉开始产生怀疑。

在这艰难的时刻,我们看到进一步令GE与众不同的机会。动荡能够考验一家公司的品格。无论环境如何,GE从来都能实现承诺,这是建立在信任的基础之上的。我们在2001年实现了承诺,没有什么比始终如一的业绩更能赢得信任。

GE如何实现承诺

GE是一家有耐力、增长强劲和值得信赖的公司。我们相信公司的长期表现令GE与众不同。这一表现是建立在明确的业务模式之上的。

我们有一个由领先的业务集团组成的多元业务组合;一系列全公司范围实行的强有力战略增长举措,推动增长并降低成本;坚实的财务实力和财务控制制度,令我们能够利用经济周期带来的机会;以及一套共同的价值观,令我们满怀自信面对任何环境。

多元业务组合……全球经济急剧下挫给一些对经济环境更敏感的短周期部门,如塑料集团、照明集团和家电集团造成了影响。但是GE的其他部门欣欣向荣,持续增长。我们的长周期部门以及GE金融服务集团实现了历史性增长,GE有75%的收入来自这些部门。比较突出的是我们的动力系统集团,在去年取得了优异的业绩,主要是因为其燃气轮机在全球市场的领先地位,及其适应客户需要的能力。

我们燃气轮机的成功故事值得一提。我们市场份额增长的种子植于20世纪90年代中期,当时我们投资于"F"型燃气轮机技术,并收购了战略性的全球资源-虽然当时几乎没有买家!对动力系统集团来说,那是一段艰难的日子,但是由于NBC和塑料集团蓬勃发展,我们得以有资源来支撑我们的长期战略-并为未来投资。

现在,当我们全力度过这次衰退时,我们的短周期业务部门在进行战略投资,并正在改善其在业界的地位。它们将激发GE的增长和业绩,直至经济复苏来临。这就是不管形势好坏,GE为何能够、以及如何年复一年地实现自己的承诺的原因。GE在任何环境下都能实现业绩目标。

战略发展举措产生影响……我们的战略发展举措帮助我们平稳度过2001年经济领域的惊涛骇浪。比如全球化,通过在全球范围内采购技术产品和招募人才,一年中为我们节省了2.5亿美元。服务业务继续增长,增长率为13%,这对于像运输系统集团这样的部门是一个重要的发展因素,令其得以在机车交货量减少20%的情况下实现收入增长。六个西格玛继续令我们更加接近客户,并提高了我们自身的生产率。在2001年,我们完成了6000项"立足客户,服务客户"的六个西格玛项目,意味着我们确实将六个西格玛带给客户,在现场就具体的项目和他们一起工作。数字化-我们最新的举措-正在如火如荼地展开。通过 "电子制造"和"电子采购",我们额外削减了19亿美元的成本。战略举措使公司保持增长的势头,即使在困难的日子也是如此。2001年的情况说明了这一点。更重要的是,我们所有的战略发展举措都增加了收入,削减了成本,为客户增添了价值。

财务实力和控制制度……GE在2001年产生了170亿美元现金流,令我们得以保持平均27%的资产回报率,在整体经济不景气的环境下,这一业绩确实不俗。我们有一支充分认识到盈利质量和现金流控制重要性的领导团队。我们有450多个内部审计人员,他们推动分享最佳做法,贯彻严谨的财务控制制度。我们的现金流管理令我们在危机和股权贬值时期有能力成为"买方"。

可见度和可信度……GE的业绩建立在努力工作之上。我们随时检验、更新和管理我们的业务部门。我们的经营秉承努力和透明的原则。每一天,全球30万员工克尽职守,努力生产和销售他们谙熟的产品和业务-这些业务的大多数或者由我们创立,或者已经密切参与了几十年。我们共同分享一套价值观,它指导我们领导层的行动,并塑造我们公司的品格。

这是一个令投资者们迷惑的年代。语焉不明的"新经济"业务模式消耗了人们数千亿美元的财富。这是一个持续、优秀的业绩会令学究们迷惑不解的年代,他们会暗示这些业绩是"人为操纵的"。在艰难的环境中,似乎盈利"逊于预期"远比实现你的承诺更理直气壮-但这不是GE。我们操纵管理的是我们的业务,而不是我们的盈利。我们的业务多样性、我们的发展举措、我们的财务实力和价值观确保我们实现我们的承诺。

如果我们"仅仅"是一家家用电器或动力设备或设备租赁公司,我们可能会有一些年头出现盈利低谷,因为这些业务本身有无法避免的周期性。然而相反,我们有多样化的领先的工业部门和金融业务部门,这样组合在一起就显示出无论经济周期如何,我们总能实现增长的能力。

我们的业务部门紧密地结合在一起,分享四个先进的业务举措:优异的财务纪律和控制制度;分享才智和最佳做法的传统;和一个共同的企业文化,其根本基石就是永远保持坚定的诚信。没有这些强有力的纽带,我们确实可能是人们错误地用以形容我们的"联合大企业"。这个名称一点也不符合GE的情况。

相反,我们是一家拥有多元化业务的公司,其总体之和大于各个部分;一个面对恶劣的全球经济环境依然以优异的管理在2001年实现170亿美元现金流的公司。试试看,是否能够年复一年"操纵"如此规模的现金流。

有一些公司与众不同,我们相信GE是这样与众不同的公司,而使GE如此卓然不同的原因之一无论顺境逆境,我们都能实现承诺。这就是GE。

GE前进的方向

GE永远着眼于未来。客户购买我们的产品和服务,投资者向我们投资,员工为我们效力,他们都着眼于我们未来的发展,而不是我们过去的既有业绩。GE现有的领导团队是新的,但我们对业绩的承诺将一如既往。

新领导团队的行动计划有两项主要内容:
§ 创造一个更精干、更快捷、更全心全意为客户服务的GE
§ 加速增长…实现高利润率和高资本效率的增长

这一行动计划的基础是GE的战略发展举措和财务实力,从而为投资者创造更大回报。

更精干、更快捷、更全心全意为客户服务

在全力投入六个西格玛计划六年后,我们现在有36个以上的业务部门用一种共同的语言交流,这是我们领导者的语言-现在乃至将来都是如此。我们已经对8万名员工进行了六个西格玛培训,完成了50万个项目,极大地提高了GE内部的流程能力。我们自1998年以来已对信息技术投资了100亿美元,从而使数字化成为公司的关键部分。对GE来说,数字化意味着互联网推动的工作流简化。六个西格玛卓越流程加上数字化速度正在改变GE的面貌-更精干的后勤,利用数字机舱进行的更快决策,更加以客户为中心和与客户更紧密的联系。

前线/后勤……互联网让各个公司职位减少,但同时提高效率,提高价值。在GE,我们60%的资源集中在"前线"-面对客户、推动增长、制造、销售以及财务控制。另外40%在后勤-提供支持,以及编写和传播信息。这一状况将会改变。21世纪的数字化公司的后勤规模更小,更多的资源将被用来实现增长和推动客户成功。

数字化能够改变公司的结构,让他们致力于推动客户的成功、利润和增长。在今后三年,我们将在全公司范围内投资100亿美元。六个西格玛与数字化相结合,将塑造一个更精干的GE。

数字机舱……数字化令GE速度更快,能够随时检验工作成效。衡量标准-尤其是领导者管理各自业务集团所需的10到15个关键指标-实现了在线、实时和全员共享。

数字机舱对塑料集团影响深远,该集团的客户和工厂遍布全球。我们的领导层每天使用全球统一的标准对15个关键指标进行检查。数字机舱对塑料集团2001的生产率贡献了两个百分点。

每一天,每一周-而不是每一月或每一季度-我们的业务集团领导人修正其业务发展轨道,节省时间和金钱,并为客户提供更好的服务。

以客户为中心……六个西格玛和数字化的结合正将我们带入到客户的工作流程中。我们集中精力于三个能令他们与众不同的领域:可重复的流程(跨度),销售人员能力和客户盈利能力。

你们曾经听到过我们讨论"跨度",它指的是客户对我们的送货、服务或融资等方面感受到的"可憎"的变量。减少跨度仍是GE的关键目标之一。我们的家电集团已经削减了70%的跨度,令我们能够满足快速送货上门方面最苛刻的标准。在动力系统集团,随着六个西格玛对流程的改善,我们大幅削减了新厂开工的跨度-为我们的客户节省了时间和金钱。

我们要集中行动于客户盈利能力。这首先从销售人员开始,他们受训给客户带去六个西格玛。他们后面有技术支持:按六个西格玛标准设计的产品将提高客户效率,数字化的网络应用将令客户工作流实现自动化。

我们的客户感受到了变化。我们在航空业正在实施3000多个六个西格玛项目-其中1500个是在9.11之后实施的-这将为那些正在应对危机和变化的客户节省4亿美元。随着这一关键行业迎来复苏,我们对客户的该项服务将改善我们之间的长期关系。

加速增长

以前年报致股东的信中称GE为"增长公司"。此言确实不虚,我们在过去的五年间实现了470亿美元的收入增长。但值此经济前景渺茫、增长缓慢之际,再次重申GE的目标非常重要。

1260亿美元规模的增长公司-这样的事情能存在吗?能,因为GE一向主动出击。我们并不把公司当作一个"1260亿美元的一大块"来管理。我们视其为84亿美元的医疗系统集团来进行管理……其中有10亿美元的超声波部门……以及超声波部门下七个规模从5000万美元至2.5亿美元不等的小部门。这些小部门由那些汲汲于增长的人来管理,他们通过创造新市场和新技术来实现增长。支持他们的是我们的制度、我们的增长举措和坚实的财务实力,令他们能够承担增长带来的风险,知道偶然的过失或失败不仅不会招来惩罚,而且对于一个1260亿美元的公司来说是"小意思"。成功的要素包括:

更为深广的产品优势……技术优势是爱迪生留给GE的遗产,我们永远不会抛弃-不管在哪个业务部门。一脉相承的不断创新和技术先进的产品和服务是公司令人自豪的传统,也是我们未来成功的关键-从"F"型和"H"型燃气机,到Discovery? LS医疗诊断仪,到先进的超声波产品,到管道监控软件,到GE90发动机,甚至到"今日"电视节目。GE的产品范围和服务创新无与伦比,其身处金融漩涡、经济风暴、衰退周期和潮流的变迁依然保持此种优势的能力也无人能及。

如果你能在产品和服务方面取得并保持绝对的技术优势,好事情自然随之而来。在医系统集团,我们实现了更快、利润率更高的增长;在动力系统集团,我们在已装机设备上实现了大规模增长;在飞机发动机集团,我们在激烈的竞争中胜出。技术卓越是维系GE长期增长的纽带。我们计划在2002年,按六个西格玛设计的新产品推出将增加25%。我们将进军新的领域,诸如分子成像、能源配电、先进的复合材料及探测器-许多的研究项目将由GE全球研究中心牵头。研究中心不久将进行总值为1亿美元的装修工程,并将成为变革的中枢,使公司焕发青春。

卓越服务……我们的服务举措在继续加速。服务收入在2001年增长了13%,达到近190亿美元。我们的服务协议合同总值已达600亿美元。这些是长期、紧密的客户承诺,我们的回报系于客户成功。我们已投资数十亿美元来更新已装机设备的技术,并将维修从动动手腕的老动转变为知识型业务。

服务的下一个演进发生在信息技术领域。GE在改善客户工作流的基础上已创造了数十亿美元的服务业务。我们的能源管理业务帮助客户管理现有电网上的电力传输。我们的Healthcare IT业务帮助医院提高质量,降低成本。两个业务年增长率都在30%。

我们的服务能力不容小觑,服务带来的长期收入缓冲了经济周期的冲击,并通过将客户和我们自身的未来成功联结在一起,令GE得以"站在客户一边"。

全球化……GE有41%的销售来自美国以外,在这方面进行提高是我们增长战略的另一重要部分。中国对我们的工业部门来说是很重大的机会。在很短的时间内,我们期望医疗系统集团、塑料集团、动力系统集团和飞机发动机集团每个业务部门在中国的销售收入将超过10亿美元。

我们还打造了一个优异的GE欧洲-7万名员工实现了260亿美元的销售,他们中的许多人来自我们购买和改造的前国有公司。欧洲对GE金融服务集团来说依然意味着最好的机遇。

GE是一个全球产品公司。我们在中国制造CT扫描仪,在墨西哥生产对开门冰箱,从印度提供管理服务和软件-质量都提高了,而成本降低了。六个西格玛并不局限于我们在美国的部门;它是我们在全球每一处分支机构的共同实践和语言。另外,我们在全球的所有生产工厂都遵循着最严格的环境标准,许多工厂由于在环保方面的出色工作而受到政府部门的嘉奖。

我们从多角度来看全球化。我们在世界各地对客户提供支持。我们投资于全球能力。我们打造了强有力的全球化团队,他们渴望获胜-而且确实获胜了。

业务发展……在过去5年,GE平均每年要进行100多项收购。在2001年,欧洲的管理机构阻止了我们收购霍尼韦尔。我们不赞同他们的逻辑-但我们迅速继续前行,抓住了其他一系列高利润率、高增长和增值的收购机会。我们的工业系统集团进入了快速增长的安全防护领域;我们的医疗系统集团增加了产品和服务;我们扩展了在可再生能源领域的能力,我们的特种材料集团还打入了设备保护业务。我们宣布了对Telemundo的收购,这极大地提升了NBC在美国增长最快的人群中的影响力。GE金融服务集团巩固了其在中型市场、房地产和消费者融资市场的地位,并加强了其全球业务。面对目前困难重重的资本市场,我们发现了更多久未出现的战略机遇。 GE利用收购来巩固在一些已进入多年的产业中的地位。我们在审慎调查中利用六个西格玛,利用整合来最大限度实现回报。这些按照严格的财务和战略规划进行的收购已给我们的投资者带来了增值。

文化至关重要

我们知道是文化、业务实践和价值观令GE如此与众不同。我们有先进的技术,我们参与到多种产业。我们利用自身的资源和多元化来为投资者创造价值。

我们相信员工。GE每年投资10亿美元用于培训。领导人的大部分时间用来教导、发展、评估和提拔出色的人才,这堪称是业界最为严谨的人才发展流程。我们的领导人在不同的产业度过了他们的职业生涯,他们在全球范围的岗位服务,经历了经济的许多潮起潮落。我们可以坐在一起就任何议题进行讨论,问对?quot;你怎么看这个问题?",几乎总能就重要的问题给出"正确的答案"。

我们传播观念。我们不仅仅满足于对培训或发展举措进行投资,我们视其为公司大范围变革的孵化器。六个西格玛是GE的共同语言;举例来说,我们的塑料集团经常受益于来自家电集团的某个创意。我们的全球研究中心传播共同的影像诊断技术,范围从医疗系统集团到动力系统集团,到飞机发动机集团,再到运输集团。通过这种方式,任何好的观念都能为大家共享。

我们分享共同的文化。强有力的文化会吸引优秀人才。价值观将GE凝结为一个整体,给与我们面对未来的信心。这些价值观建立在重视业绩、坚持诚信和热爱变革的传统之上。GE人明白业绩不仅仅意味着数字,它要求对卓越的个人承诺,以及与现实世界的紧密联系-尤其是与客户的世界。

让我们对自己进行一下总结。GE是一家拥有124年历史的多行业公司,维系它的纽带是共同的人力发展制度、战略发展举措、财务管理和财务控制制度-以及价值观。GE行之有效。GE为人信赖-因为我们业绩骄人。

一家前途无限的公司
我们视今日……动荡、严峻的全球经济……为我们最好的机遇。我们从来都是要主动出击,现在出击。

这家公司正在转化为一家"更精干、更快捷、更全心全意为客户的公司"……一家拥有数字时代全部力量的公司。我们是一家年销售收入达1260亿美元的"增长公司"-一家知道如何利用规模推动持续、高利润率增长的公司。GE是一家您可以信赖的公司,它以全球业界无以伦比的诚信和透明度来实现优异的利润目标。

伟大的创意和卓越的人才在GE打造自己的梦想,确保GE能继续实现承诺。

我们的团队与投资者并肩前行。GE有一个行动纲领-超常业绩-和一种货币-我们的股票。当公司胜出时,我们共同胜出,无论是股东、客户还是员工。

GE感谢您一如既往的信赖和支持。我们的辉煌还在前面。

杰夫.伊梅尔特 董事长兼首席执行官

加里.罗杰斯 副董事长兼执行官

丹尼斯.达默曼 副董事长兼执行官

罗伯特.赖特 副董事长兼执行官

返回页首

GE董事长兼首席执行官杰夫.伊梅尔特上任第一年致诸位股东、客户与员工(中英文)相关推荐

  1. 诚信与GE:杰夫·伊梅尔特致员工的信,及《诚信政策指南》PDF

    "诚信宣言"是GE的诚信政策.每位GE员工在加入公司时都要签署一份遵守该政策的保证. 董事长兼首席执行官杰夫·伊梅尔特致员工的信 随着GE在21世纪的学习和发展,我们公司的三个传统 ...

  2. 百度创始人、董事长兼首席执行官李彦宏乌镇大会首提智能经济

    百度创始人.董事长兼首席执行官李彦宏乌镇大会首提智能经济 以下为百度创始人.董事长兼首席执行官李彦宏演讲实录(来源为新华网): 各位来宾大家好!这是我连续第 6 年参加乌镇世界互联网大会了.一年一度的 ...

  3. 哈里斯:调查发现亚马逊首席执行官杰夫·贝佐斯最能创新

    一项新的民意调查显示,在顶尖科技公司的首席执行官里,亚马逊的首席执行官杰夫·贝佐斯堪称最佳. 根据哈里斯民意调查机构代表<财富>杂志的调查,83%受访者表示相信贝佐斯可以推动公司发展并坚持 ...

  4. 创新工场董事长兼首席执行官 李开复 发 言 稿

    发 言 稿 创新工场董事长兼首席执行官 李开复 (2009年9月7日) 非常感谢各位出席今天的发布会. 大家上周肯定已经听到了我离职的消息.网上的说法很多,今天我想还是跟大家交流一下.另外,更重要的是 ...

  5. 埃森哲董事长兼首席执行官南佩德因健康原因离任

    埃森哲宣布,埃森哲董事长兼首席执行官南佩德(Pierre Nanterme)因2016年7月已披露的个人健康原因离任,即日生效.埃森哲董事会任命埃森哲首席财务官大卫·罗兰(David Rowland) ...

  6. 《杰夫 · 贝佐斯(Jeff Bezos)历年致股东信》读后感

    历年股东信链接:http://www.readshare.cn/archives/8285.html 事实上,人们非常擅长仅通过曝光来学习高标准.高标准具有传染性.把一个新人带到一个高标准的团队,他们 ...

  7. 伊梅尔特与三十位中国CEO对话全文

    2001年10月7日,通用电气公司新任董事长兼首席执行官杰夫·伊梅尔特在中央电视台<对话>节目与中国IT业.家电业以及其它行业的CEO们进行了一场精彩的对话,其间伊梅尔特就CEO的定位和作 ...

  8. GE前董事长伊梅尔特谈数字化转型:制造企业这件事做不好,一定没出路

    来源:<商业评论>2019年7月号:两位作者:GE前董事长兼CEO杰弗里·伊梅尔特:GE第一位常驻教授维贾伊·戈文达拉扬 无论过去还是现在,企业要实现任何转型都不容易. 制造企业想实施数字 ...

  9. 杰夫贝索斯的regret minimization framework

    http://tech.qq.com/a/20170617/000297.htm 亚马逊刚刚展开了该公司史上最大规模的一笔交易.如同BI的鲍勃-布莱恩(Bob Bryan)报道的那样,亚马逊将以每股4 ...

最新文章

  1. ubuntu系统php环境变量设置,Ubuntu系统环境变量详解
  2. CNN网络结构的发展:从LeNet到EfficientNet
  3. HTML5的data-*自定义属性
  4. 没被同事卷死,被司机卷死了...
  5. 多个类的DLL封装及调用
  6. 将windows系统装到USB存储设备
  7. 20164301 Exp3 免杀原理与实践
  8. Flutter图像绘制原理深入分析
  9. DataURL入门,图片储存在数据库字段中
  10. win10家庭版安装iis 微软web服务器 windows安装IIS web服务器
  11. 教育机构:用数字化赋能教育
  12. python符号怎么打_「符号怎么打出来」```这个符号怎么打出来 - seo实验室
  13. 阿里巴巴大数据竞赛-天池
  14. 微信小程序使用赞赏码功能
  15. kktv电视剧鸿蒙,KKTV K70系列新品上市 京东、天猫、苏宁易购同步预售
  16. 不了解喜欢的明星有什么关系?教你用Neo4j 快速构建明星关系图谱,让你比他自己还了解
  17. 指数族分布(2)——对数配分函数和MLE与充分统计量
  18. 使用nslookup命令检查DNS服务
  19. java11 jshell_java11
  20. 高斯混合模型参数估计的EM算法

热门文章

  1. 电热水器排污口镁棒掉入内胆怎么办?
  2. ffmpeg安装遇错:nasm/yasm not found or too old. Use --disable-x86asm for a crippled build.
  3. 宇宙精密调治的再思《基督教与科学》第二十三课
  4. JAVA API系统变量名一些缩写
  5. java继承求5个圆柱体积_编写Javat程序,计算并输出一个半径为10.5,高为20的圆柱体的体积。...
  6. K线图的看法实图详解
  7. Android 简单文件管理器
  8. ftl模板导出excel_freemarker导出定制excel
  9. 营销学习思维导图模板
  10. 计算机中丢失vba,打开Excel的时候提示visual basic项目错误导致VBA模块代码丢失