衞哲出席漢交會論壇:產業互聯網企業首先應該成為產品型企業
11月29日,2020全球數字貿易大會主題峯會之一“2020中國(武漢)產業互聯網峯會”在武漢卓爾萬豪酒店舉辦。在開場圓桌互動環節,前阿里巴巴CEO、嘉御基金創始合夥人兼董事長衞哲表示,產業互聯網企業首先應該成為產品型企業。

衞哲表示,中國的數字經濟在消費端的應用走在全世界前列,健康碼、電商購物、文娛活動、全國4G和部分5G網絡暢通,這是中國抗疫成功很重要的原因之一。疫情倒逼了所有企業上線,“加大產業互聯網布局也是水到渠成。”
衞哲強調,產業互聯網企業估值有三個核心要素,重要性按以下排序:一是高重複性、可持續性現金流,平台上的客户續約和續費意願高;二是高毛利率;三是高增長。企業如果三個指標都保持高速增長,那麼企業上市的投資價值越高。
衞哲表示,在產業互聯網賽道,產品型、服務型、交易型企業不應該成為平行關係,所有企業首先應該成為一個產品型企業,最重要的一件事是完成產業鏈中每個參與主體的數字化。“如果企業產品像插件一樣,用到所有上下游參與主體中,那麼企業自然可以構架平台屬性。”他説。
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