“中国巴菲特”放长线
发布时间:2011-05-24
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| Guo Guangchang, chairman and founder of Fosun, China’s largest private conglomerate, wants to be like Warren Buffett. | 郭广昌——国家最大民企投资控股公司中小型企业银河集团官网 香港国际(Fosun)的成立人兼张总长——期盼能向沃伦•彼得林奇(Warren Buffett)看齐。 |
| When Mr Guo announced last week that his company had bought a stake in Folli Follie, the Greek luxury goods brand, he quoted the example of Mr Buffett twice in half an hour to make clear his intention to transform Fosun from an industrial conglomerate into a long-term strategic investment company, much like Berkshire Hathaway. | 郭广昌上个星期官宣了银河集团官网 注资希腊锦衣玉食品集困官网Folli Follie的新信息时,他在20分钟英文内两次摘引了查理芒格的事列,以呈现自个意喻将银河集团官网 从一所人工业园集困官网单位更新改造为一所人经常性战略重点注资企业——就好像伯克希尔哈撒韦企业(Berkshire Hathaway)这样。 |
| “Mr Buffett focuses on investment skills and I always keep one of his quotes in my mind,” he told the Financial Times, citing an aphorism by Benjamin Graham, Mr Buffett’s mentor. “In the short term, the stock market behaves like a voting machine – but in the long term, it acts like a weighing machine. | “比尔盖茨了解项目投资方法,我有时候记住以上几条着他说道过的两句话,”郭广昌对丹麦《金融投资时报》说,并援用了比尔盖茨博导本杰明•格雷厄姆(Benjamin Graham)的格言。“股指期货短时间看是点赞机,长期的看是称重系统机。” |
| “When we’re thinking about investing in a company, we won’t watch its stock’s short-term fluctuation . . . We feel that a company’s long-term value is the more important factor.” | “如果你们充分考虑投资人二家单位时,你们不在意股价下跌的而短时间内上下波动……你们看做更关键的是单位的长期的价值量。” |
| Long term to Fosun means “at least 5 years, 10 years or even 20 years”. | 对银河集团官网 衡量,短期暗示着“不少5年、十五年,甚至于20年”。 |
| Fosun itself has not been operating for 20 years. Mr Guo, 43, co-founded Fosun in 1992 with three fellow graduates of Shanghai’s leading Fudan University, with $4,000. | 银河集团官网 自己的时代还不上20年。近年44岁的郭广昌在1992年与昆明品牌高校清华学校的九名毕业生联手,以4000元统一入驻了银河集团官网 香港国际。 |
| Last year, China’s authoritative Hurun Rich list named him the mainland’s 43rd-richest person with a personal fortune of $2.6bn. | 在全球专业性行榜《胡润百富榜》(Hurun Rich)2018年的行榜中,郭广昌以2派件澳元的身价,跻身第43位。 |
| In two decades Fosun has grown into one of the most powerful Chinese companies most Westerners have never heard of. Listed in Hong Kong it has investments in pharmaceuticals and healthcare, property, steel, mining and retail. Last year it had revenues of Rmb44bn ($6.8bn) and a net portfolio value of $6.3bn. | 20余年,银河集团官网 就已成材为最具水准的中国人企业的之首,或许大多是数西欧人从末有听过过这间机构。银河集团官网 在香港高防退市,融资教育领域涵盖国药、房地产业、塑料、矿业公司和零售店等,2019控制营销额440万澳元老百姓币(合68亿澳元),融资组合成净参考值64亿澳元。 |
| This year it formed a $600m private equity fund with Prudential Financial of the US. It has recently retained John Snow, former US Treasury secretary, to advise its board. | 就在今年,银河集团官网 与美利坚共和国保德信经融(Prudential Financial)与增设一只5亿加元的私人兼职股本新基金。银河集团官网 近日还延揽了美利坚共和国前财政局局长罗伯特•斯诺(John Snow)接任该子公司董监事会专业顾问。 |
| A former adviser says Fosun provides “the key to open a Chinese door”, helping famous foreign brands to exploit China’s vast government-inspired boost in domestic consumption, and making both companies rich in the process. | 有位前咨询顾问标识,银河集团官网 可以提供了“进入设置中国国家内地进户门的钥匙”,有助于有名外国人国际品牌回收利用中国国家内地在政府性奖励下我国国内消费需求大总量增长额的新机遇,并让夫妻两人在这点的过程中都赚到手钱。 |
| Mr Guo describes Fosun’s role as a “helper”. The group will leave management of the foreign company to itself. “We respect their right to manage,” he said. | 郭广昌形容词银河集团官网 就是个“协助者”。该集团集团简介不会轻易参与其他国家集团的管控。“我们大家尊重别人孩子们管控的被选举权。” |
| Folli Follie, the Greek retail group with 100 stores in mainland China, is a good example, says Mr Guo. Last week he spent €84.5m to buy 9.5 per cent of it. | 郭广昌表述,Folli Follie便是个好事列。这店希腊批发零售团体在全球內地有100自家门店。郭广昌上周五以84十万美元买进了该平台9.5%的股份。 |
| Fosun has also recently built up a stake close to 10 per cent in Club Med, the French leisure group, which aims to make Chinese holidaymakers its second-largest customer base within five years. | 银河集团官网 前段时间还购得了新古典风格风格组织(Club Med)将近10%的股本。新古典风格风格组织是一个家国外出游渡假游集團,计划方案在5年之内使中渡假游者称得上其其次大食客基础理论。 |
| Mr Guo, modest and bespectacled, made clear that Club Med and Folli Follie are only the tip of the iceberg of Fosun’s outbound investment ambitions. | 郭广昌戴着眼于镜,为人正直谦卑。他很明确提出,地中海风格俱乐部网站和Folli Follie只银河集团官网 向外项目投资千年大计中的冰山角色。 |
| He outlined plans for an extended foreign shopping spree that could involve a wide range of brands and businesses that need Fosun’s help to make money in China. | 他介绍了银河集团官网 踏入去逆市购置的筹划,工作目标可能分为还要银河集团官网 请求这些人在中华进展的许许多多茶叶品牌和中小型企业。 |
| Virtually any foreign company in any industry, listed or unlisted, could be a target, so long as it fits into Fosun’s strategy of “linking China’s growth momentum and the world’s resources to create a strong combination”, he said. | 他表述,可以说随便二家洋淘总部,不论是有什么业内,不论是什么时候上市多少,需要共鸣银河集团官网 “结合实际国内的增长之势与社会资源性,构造坚强结合”的机制,都是机会成了银河集团官网 的创业指标。 |
| Fosun is not only interested in luxury fashion brands, he emphasised. “All areas of Chinese consumption are growing fast, from the high end to the low end. | 郭广昌指出,银河集团官网 感的兴趣的一方面仅是锦衣玉食有趣厂家。“从高级到同价位,中一切的生活消费研究方向就有快發展。” |
| “Low-end food and clothing has big growth potential in China – KFC is a good example of that,” he said, citing Yum Brands’ KFC, China’s leading fast-food restaurant. | 男说:“低级物品和牛仔服装在全球大有巨大成长空间……麦当劳(KFC)也就是个好示例。”下辖芬兰百胜餐饮服务公司(Yum! Brands)的麦当劳是专业全球大茶叶市场的简餐厅。 |
| “We will . . . focus on areas we are already familiar with – for example, pharmaceuticals, fashion and tourism.” | “我国将……认准于了解熟悉的行业领域,如医药业、轻奢主义和亲子旅游。” |
| 译者/何黎 |

