本文章刊登在CHINA DAILY-艾问专栏

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故事一:
Story No. 1:

“从今天起,有一类企业家叫做‘企投家’。”2017年,吴晓波在“吴晓波频道”正式提出了企投家的概念,在他看来,中国的商业文明正从产业商业主义时代,向产融商业主义时代急速地迭代衍变,与之相对应,企业家的角色也要发生相应变化。
“From today, there is a type of entrepreneurs called ‘Entrepreneurial Investors’.” In 2017, Xiaobo Wu officially proposed the concept of Entrepreneurial Investors on the “Wu Xiaobo Channel”. In his view, China’s commercial civilization is rapidly evolving from the era of industry commercialism to the era of industry and financing commercial civilization. The role of entrepreneurs will also change accordingly.

创业、投资两不误,两手都要硬,把实体经营的智慧融通于风险投资,是他们共同的特征,也是他们的财富得到几何级增加的不二法门。
Entrepreneurship and investment should both be valued and enhanced. It is a shared feature for them to apply the wisdom of business entity management to venture capital investment, and it is also the key to increasing their wealth exponentially.

亦企亦投,一直是《艾问企投家》节目嘉宾行走的方向。本期嘉宾,天九共享控股集团董事局主席卢俊卿,对企投家有这样一段描述:
The guests for our show “iAsk Entrepreneurial Investors” have all been dedicated to both entrepreneurship and investment. In this issue, Junqing Lu, Chairman of the Board of Directors of ToJoy Holding Group, described entrepreneurial investors as follows:

投资家跟企业家,如果做一个形象的比喻,我认为是种牛与母牛的关系。企业家就像母牛,投资家就像种牛。母牛跟种牛在一起就会生孩子,但是孕育这个儿子、养育这个儿子是企业家做的事,这是很辛苦的,但也是必须的。没有投资家也不行,没有种牛就不会有孩子。”
Investors and entrepreneurs, in a vivid metaphor, are like bulls and cows. Entrepreneurs are like cows, while investors are like bulls. Cows and bulls can reproduce babies, but it is the entrepreneur’s duty to raise the children. It is hard yet necessary. It can’t be done without investors either. Without investors, there will not be children.”

卢俊卿

中国的企业发展到今天,任何一个企业家都无法忽视资本的力量。真正的企投家应该具有企业家精神,同时又知道如何借力资本的驱动,这是企业家必然要走的一条路。
Nowadays, Chinese enterprises have developed to a phase where no entrepreneur can ignore the power of capital. Real entrepreneurs should be entrepreneurial, and at the same time know how to leverage the power of capital, which is an unavoidable path for entrepreneurs to take on.

艾问卢俊卿:你心中的企投是什么模样?
What is your impression of entrepreneurial investment?

企业家母牛

卢俊卿:我认为企投家是一个新时代的产物,在过去,比如80年代是短缺的时代,做什么都赚钱,90年代也不错,到2000年以后要选择做创新的事情才能赚钱。现在已经到了资本经济的时代,企业如果不插上资本的翅膀是很难飞起来的,所以企投家这个概念是应势而生。
Junqing Lu: I think that entrepreneurial investment is a product of a new era. In the past, for example, in the 1980s when everything was in short supply, you could make profits from any sector. In the 1990s, it was not bad. After 2000, you had to be innovative to make money. Now that we have reached the era of capital economy, it is difficult for companies to develop without the support of capital, so the concept of entrepreneurial investors was born with the times.

艾诚:很多人依旧认为资本是企业的一个门口的野蛮人,它是嗜血的,它是功利的,为什么您会对资本有这么高或者对投资行为有这么高的评价?
Gloria Ai: Many people still think that capital is like a barbarian at the door of a company, craving for blood selfishly. Why do you think such highly of capital and investment behaviors?

卢俊卿:投资家跟企业家,如果做一个形象的比喻,我认为就是种牛与母牛的关系。企业家就像母牛,投资家就像种牛。母牛跟种牛在一起就会生孩子,但是孕育这个孩子、养育这个孩子是企业家做的事,这是很辛苦的,但也是必须的。可如果没有投资家,没有种牛也不会有孩子。
Junqing Lu: Investors and entrepreneurs, in a vivid metaphor, are like bulls and cows. Entrepreneurs are like cows, while investors are like bulls. Cows and bulls can reproduce babies, but it is the entrepreneur’s duty to raise the children. It is hard yet necessary. It can’t be done without investors either. Without investors, there will not be children.

从投资的角度来说,我很欣赏巴菲特,他坚持做价值投资,而不是跟着一天炒波段,这样的投资家他能够做大,跟着波段去炒的那叫投机家,那不叫投资家。
From the perspective of investment, I really admire Buffett, who persists in making value investments instead of following the same-day speculation. Investors like him can make business grow. People who make stock speculations are called speculators, not investors.

故事二:
Story No. 2:

根据科技部火炬高技术产业开发中心发布的《中国创业孵化发展报告》显示,2017年,全国科技企业孵化器总数已达4069家,同比增长24.8%;在孵科技型中小企业17.5万家,培育高新技术企业1.1万家;带动就业达256.5万人。
Based on the “China Entrepreneurship Incubation Development Report” published by the Torch High Technology Industry Development Center of the Ministry of Science and Technology, in 2017, the total number of national technology enterprise incubators has reached 4,069, a year-on-year increase of 24.8%; small and medium-sized technology enterprises under incubation, 175,000; cultivated high-tech companies, 11,000. They have created 2.565 million employment opportunities.

孵化,在涌动中渐渐掀起了热潮。但早在19年前,天九共享集团就创立了企业家孵化器,并开创平台经济和共享经济。卢俊卿说,灵感来自于当时的商界风云人物牟其中,他提出了一个“平稳分蘖”的概念,让自己茅塞顿开。
Incubation, in the midst of the surge, gradually set off a boom. But as early as 19 years ago, ToJoy Holding Group created an entrepreneurial incubator, a platform economy and a shared economy. Junqing Lu said that the inspiration came from the business legend at that time, Qizhong Mou, who proposed a concept of “steady tillering” and greatly inspired him.

天九

沿着孵化的战略路线,卢俊卿与他的天九共享一路狂飙:
Based on the incubation strategy, Junqing Lu led the development of ToJoy Holding Group to skyrocket:

2015年,平台公司孵化器实现产业化;
In 2015, the platform enterprise incubator was industrialized;

自2017年起,天九共享集团开始全球化布局,相继成立了维也纳、纽约、香港等国际中心城市的总部公司;
Since 2017, ToJoy Holding Group has started mapping out its global network, and has established headquarters offices in international major cities such as Vienna, New York and Hong Kong.

2018年起开始致力于输出联营孵化项目,推动一大批项目走出国门,走向世界;
Since 2018, ToJoy has been committed to exporting joint venture incubation projects, and has promoted a large number of projects to go global;

2018年11月20日,天九共享集团美国公司正式开业,站在全球事业的大局观,整合与连接全球资源,实现“全球资源,全球共享”;
On November 20, 2018, ToJoy USA LLC was officially launched, integrating and connecting global resources to achieve the goal of “global resources, globally sharing”, based on the big picture of global business;

截至目前,天九共享集团已成长为一个全球通O2O的超级商务平台,在全球38个城市拥有100多家全资公司和控股公司,具备每年孵化300家独角兽企业的能力,是中国最大的独角兽孵化器。
Up to now, ToJoy Holding Group has developed into a global business platform for O2O, with more than 100 wholly-owned companies and holding companies in 38 cities around the world. It has the capacity to incubate 300 unicorn companies every year and is the largest unicorn incubator in China.

对于这种创新式的孵化理念,卢俊卿坦言,“我们这个模式,传统的企业家喜欢,新经济的企业家也喜欢。新经济企业,如何合乎孵化的条件,天九共享可以给它加速;传统的企业,可以围绕着这么一个平台来抱团发展,他们就从传统的产业升级为新经济了。”
For this innovative concept of incubation, Junqing Lu said frankly, “both traditional entrepreneurs and new economy entrepreneurs are fond of our business pattern; For new economy enterprises, as long as they meet the incubation requirements, ToJoy can accelerate their growth; for traditional enterprises, they can grow jointly with peers on the platform and upgrade from a traditional industry to a new economy one.

艾问卢俊卿:孵化的本质是什么?
What is the nature of incubation?

抱团

卢俊卿:我经常跟企业家们讲,现在是市场的冰山、资本的寒冬,这个共识我是认可的。但是我想说其实这个世界上最冷的地方,不是在北极也不是在南极,而是在没有抱团的地方。只要大家能够抱团发展,我想这个世界,这个冬天当中就可以有一把火。
Junqing Lu: I often tell entrepreneurs that it is the ice age of the market and the cold winter of capital. I agree with this consensus. But from my point of view, the coldest place in the world is not the Arctic nor the South Pole, but where you’re alone. As long as everyone can grow in joint force, the cold winter can be lit up with warmth.

艾诚:那您在奔走相告说中国市场要抱团,要共创共赢的时候,会听到反对的声音和负面的声音吗?
Gloria Ai: When you traveled around and spoke about how the Chinese market should stay united and create a win-win situation, have you received any objection or negativity?

卢俊卿:抱团这件事情没有听到负面的声音,因为天九对抱团有研究,我们现在已经身处抱团的3.0时代了。1.0的时候是靠亲友抱团,2.0的时候靠一些社会组织抱团,3.0的时候是靠大数据抱团。
Junqing Lu: I haven’t received any negative feedback about staying united, because ToJoy has profound insights on it. We are now in the 3.0 era of unity. At 1.0, we relied on friends and family. In 2.0, we relied on some social organizations. In 3.0, we rely on big data to stay united.

抱团也不是一抱就能赢,之前有报道称,清华大学总裁班,32个总裁抱团做了一个餐馆,亏得一塌糊涂。
However, not all forms of unity can succeed. It has been reported that a whole class of 32 company presidents at Tsinghua University jointly opened a restaurant and suffered tremendous loss.

抱团是有方法的,天九发明了独角兽孵化器这种抱团的模式,我们孵化的这些企业必须具备两个必要条件:一个是你的商业模式是成功的,企业已经度过了死亡期;第二是要有很好的团队,能够支撑这个事业持续地发展下去。具备这样的条件,我们才会组织大家抱团。
There are right ways to unite and collaborate. ToJoy invented the pattern of the unicorn incubator. To be qualified for incubation, enterprises should meet two prerequisites: firstly, your business model is successful, and the company has survived the failing period; secondly, you need to have a good team that can support this undertaking to continue to develop. With such conditions equipped, we would unite everyone to grow together.

故事三:
Story No. 3:

据百度搜索指数的统计显示,“裁员”关键词在2018年12月16日达到了自2011年起8年内的搜索指数最高峰值——1725。据百度资讯指数显示,今年1月2日“裁员”关键词资讯指数达到30天内峰值200万词,近一个月“裁员”关键词日均值为14.9万次,同比增长1338倍,再创新高。
Based on the statistics from the Baidu Search Index, the keyword “layoff” reached the highest peak of the search index – 1725, on December 16, 2018, in the eight years from 2011. Based on the Baidu Information Index, the keyword information index of “layoff” reached 2 million words in 30 days on January 2 this year. The average daily number of search for the keyword “layoff” in the past month was 149,000 times, a year-on-year increase of 1338 times and a new record high.

裁员图
在卢俊卿看来,现在是市场的冰山、资本的寒冬,这是个共识。“但是我想说其实这个世界上最冷的地方,不是在北极也不是在南极,而是在没有抱团的地方。只要大家能够抱团发展,我想这个世界,这个冬天当中就可以有一把火。”
In Junqing Lu’s view, it is the ice age of the market and the cold winter of capital. He agrees with this consensus. “But from my point of view, the coldest place in the world is not the Arctic nor the South Pole, but where you’re alone. As long as everyone can grow in joint force, the cold winter can be lit up with warmth.”

“抱团过冬,共创共赢”,是卢俊卿提出的理念。面对经济的寒冬,企业的步履维艰,天九依托于强大的孵化器平台,为企业提供资本、资源和帮扶,使得一个单个的小体量,小而美的生命,变成了一个大而规模的产业,真正实现蚂蚁变大象。
“Staying united to survive the winter and create a win-win situation” is the concept put forward by Junqing Lu. In the face of the economic downturn, companies are all struggling. Backed by a powerful incubation platform, ToJoy provides capital, resources and assistance to the enterprise, turning each small-sized yet beautiful entity into a large-scaled industry. It’s a true realization of ants becoming elephants.

艾问卢俊卿:企业的本质在于创造价值?
Does the nature of the enterprise lie in creating value?

昙花一现

卢俊卿:为客户创造价值,我认为这是企业的本质,最终不能赚钱的企业,那都不能叫企业。
Junqing Lu: Creating value for customers is the essence of the enterprise in my opinion. In the end, those that cannot make profits are not qualified as enterprises.

艾诚:那能不能在天九的平台上给我们分享几个例子,坚守了做企业的本质,也有敬畏之心去服务客户,同时又没有拿资本去暴力“烧钱”的公司呢?
Gloria Ai: Can you share a few examples of enterprises from the platform of ToJoy, which stick to the essence of doing business, serve customers respectfully, and at the same time don’t “splurge” capital?

卢俊卿:比如说像我们孵化的汉邦剪裁,这个公司是IBM出来的几个高管在北京创业做的项目。四年时间,开了四个店,最后上我们的平台孵化20个月之后变成了一百多个店,而且每开一个店都赚钱。为什么呢?天九帮它做了两件事情,第一,我把汉邦剪裁的服装送给了30多位总统、总理,让他们来穿,汉邦剪裁就变成了总统偏爱的男装,这是我送给他们的一句广告语。
Junqing Lu: For example, Hanbond, incubated by us, was a project initiated by several ex-IBM executives in Beijing. Within four years, they opened four stores. Eventually, after 20 months of incubation on our platform, it expanded into more than one hundred stores, and each store was able to make money. why? ToJoy did two things for them. Firstly, I gave the suits designed by Hanbond to more than 30 Presidents and Prime Ministers as gifts. Hanbond thus became the “Presidents’ favorite men’s clothing”, which is a commercial slogan inspired by me.

其次,我们在全国找了100多个企业家在100多个城市同时来开店,这些企业家再利用他们现有的团队,现有的人脉关系,甚至有的利用他们自己的场地在100多个城市同时干,100多个店就开起来了,汉邦剪裁就增长了100多倍。汉邦剪裁在跟这些合作的企业家联营上,大家来分享这个价值,这就是一个实实在在为大家创造了价值,汉邦也得到了发展。
Secondly, we reached out to more than 100 entrepreneurs in the country to open stores in more than 100 cities. These entrepreneurs relied on their existing teams, network, and even their own venues to operate over 100 stores in more than 100 cities. Hanbond hence grew by more than 100 times. Based on the collaboration of Hanbond and these entrepreneurs, everyone was able to share the value. In this way, value was truly created for everyone. Hanbond developed at the same time.

艾诚:您对您要孵化的标的,有没有严格的标准?
Gloria Ai: Do you impose strict standards on the targets you want to incubate?

卢俊卿:我们核心的标准是三个:第一,他必须是成功的商业模式;第二,他必须有很好的团队,能够支持蚂蚁变大象的发展;第三,他还必须在三年左右的时间能够上市,市值能达到10亿美金以上。
Junqing Lu: We have three core standards: firstly, it must be a successful business model; secondly, they must have a good team to support the development pattern of ants turning into elephants; thirdly, the company must be able to go public in around three years, with more than 1 billion US dollars market value.

卢俊卿手记

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