再见猫王的个人主页 - 老虎社区

再见猫王

再见猫王

个人简介：up up up

IP属地：山东

25关注

16粉丝

2主题

0勋章

2021-09-18

$诺基亚(NOK)$也就把老诺成功卖在了高点

2021-09-11

$Synthetic Biologics Inc(SYN)$应该做个T

2021-08-09

$Nxt-ID Inc.(NXTD)$慌毛，睡过了，忘了挂，错过两次行情了[愤怒]

2021-07-24

说白了，老外太实诚，不刷单，没气氛，而国人恰恰又是喜欢看热闹的，就这样水土不服

抱歉，原内容已删除

2021-07-07

$理想汽车(LI)$从最大跌幅强势V回成本，继续持有

2021-06-01

明显不看好韭菜反应[笑哭] [笑哭]

抱歉，原内容已删除

2021-05-14

$诺基亚(NOK)$没有补货，之前赔的最多的，现在居然是最少的？！[晕]

2021-05-05

$Castor Maritime, Inc.(CTRM)$WK 我还在这支上🌟挣到过💰的吗尽管不多[黑眼圈]

2021-04-30

当下看，在国内一线限购，三四线房地产市场趋近饱和的状态下，最好的投资渠道还真就只有股债市这些权益类资产投资了，加上未来几年国内资本市场会加速改革，理论上会有一波红利

抱歉，原内容已删除

2021-04-16

4月初这一轮指数大涨所持个股大跌[捂脸] 亏损远远超出3月纳指调整阶段，市场风口已变该🈹️的🈹️该等的等

2021-04-07

$Churchill Capital Corp IV(CCIV)$这种涨指数不涨个股的行情只能等

2021-03-29

$Nxt-ID Inc.(NXTD)$最大的问题就是没量啊，流动性太低了

2021-03-22

果然，天朝永远是政策市场

抱歉，原内容已删除

2021-03-09

$Synthetic Biologics Inc(SYN)$这庄 100 一次吸，得何年何月啊

2021-03-08

白天接受大A的毒打，晚上忍受美股的暴锤[喷血]

创业板指跌逾3%，进入‘’技术性熊市”

2021-03-05

英雄迟暮老兵不死向曾经这个世界的王致敬就冲这点，它的股票跌成末也不卖掉

诺基亚：你以为它死了，其实它已重回世界第二！

2021-03-05

$Castor Maritime, Inc.(CTRM)$抄一次被套一次[笑哭]

2021-03-03

$fuboTV Inc.(FUBO)$挂单44.8 然后盘后凌晨五点成交了，看来放弃幻想是对的[呆住] [呆住]

2021-02-26

就这三天的纳指大跌跟一个刚入坑美股小白交流，帮他总结了几点，大家看看对不对1.关注一些适合自己阶段的大佬，勿多勿盲从2.放弃幻想3.见好就收落袋为安4.勿贪勿追勿盲操做到这几点恭喜，算是入门了[冷漠] 欢迎大家补充

2021-02-23

$Churchill Capital Corp IV(CCIV)$哈哈哈，本想盘前撤离没想是盘后被断了[笑哭] [笑哭] 逼着做长期股东啊

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src=\"https://static.tigerbbs.com/3d4a9f0a8110aac6afacaecbb3699e06\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/763ba36d1ea7afea7e892b4ff69791ad","relate_stocks":{"161024":"军工","161028":"新能源车","399001":"深证成指","399006":"创业板指","399417":"新能源车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2117663873","content_text":"3月8日讯，创业板指一度跌破2780点，跌幅3.2%，较此前高点回撤20%，跌入技术性熊市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367212749,"gmtCreate":1614953959381,"gmtModify":1703483404677,"author":{"id":"3572932824677354","authorId":"3572932824677354","name":"再见猫王","avatar":"https://static.tigerbbs.com/f8bc3a6dc6d81facc3f689ef7d816057","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"英雄迟暮 老兵不死向曾经这个世界的王 致敬就冲这点，它的股票跌成末 也不卖掉","listText":"英雄迟暮 老兵不死向曾经这个世界的王 致敬就冲这点，它的股票跌成末 也不卖掉","text":"英雄迟暮 老兵不死向曾经这个世界的王 致敬就冲这点，它的股票跌成末 也不卖掉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367212749","repostId":"2117468078","repostType":2,"repost":{"id":"2117468078","pubTimestamp":1614938980,"share":"https://www.laohu8.com/m/news/2117468078?lang=&edition=full","pubTime":"2021-03-05 18:09","market":"sh","language":"zh","title":"诺基亚：你以为它死了，其实它已重回世界第二！","url":"https://stock-news.laohu8.com/highlight/detail?id=2117468078","media":"财经记者圈","summary":"事实上，就在诺基亚为了出售手机业务和微软反复周旋的同时，他们还做出了另一个艰难的决定。拿下阿尔卡特-朗讯后，诺基亚不仅建构起完整的通信业务版图，而且市场份额从8%增至30%，一跃成为全球第二大通信服务商。此次收购完成后，一个全新的诺基亚也宣告成型。03浴火重生2017年，诺基亚突然以1850亿元（人民币）年营收重新杀回世界500强。人们这才意识到这个被“宣判死亡”数年的手机厂商摇身一变成了全球第二大通讯设备制造商。","content":"<html><body><div></div><p><font>文|杨凯，原载于华商韬略（ID：hstl8888）</font></p><p><font>商场如战场，可怕的不是断臂求生，而是因为没有断臂求生的魄力最后搞得满盘皆输。毕竟，只有活下去才有翻盘的机会。</font></p><p><font>01</font></p><p><font><font>“你才是<a href=\"https://laohu8.com/S/NOK\">诺基亚</a>，你全家都是<a href=\"https://laohu8.com/S/0HAF.UK\">诺基亚</a>”</font></font></p><p><font>2013年9月2日是诺基亚手机的“最后一天”。</font></p><p><font>经过数轮艰难的谈判，诺基亚最终宣布将手机业务以73亿美元的价格贱卖给<a href=\"https://laohu8.com/S/MSFT\">微软</a>（仅为当初最高市值1151亿美元的1/16）。</font></p><p><font>听到这个消息，全球各个角落的“诺粉”可能比诺基亚人还要难过。</font></p><p><font>他们见证了诺基亚一路过五关斩六将，将摩托罗拉、<a href=\"https://laohu8.com/S/ERIC\">爱立信</a>等巨头斩于马下的传奇历程，陪伴着这个连续15年雄踞世界第一、年销4.3亿部的手机帝国一路成长。</font></p><div><img src=\"http://k.sinaimg.cn/n/sinakd202135s/85/w1000h685/20210305/827e-kkxpczc7900164.png/w720fin.jpg\"/></div><p><font>最后又目睹着它如自由落体般坠落：股价从28欧元一路暴跌至不足2欧元，市值缩水超过90%；手机市场份额从接近50%下挫至不足4%；投资者把它归为垃圾股，媒体猜测它何时会破产。</font></p><div><img src=\"http://n.sinaimg.cn/sinakd202135s/750/w480h270/20210305/8c20-kkxpczc7900313.gif\"/></div><p><font>他们怀念诺基亚曾经创造的那些伟大纪录和传奇机型，怀念累计售出2.5亿部的全球手机销量之王NOKIA 1100；《黑客帝国》里那部酷炫的诺基亚8110；世界上第一部3G手机诺基亚6650；唯一一部搭载MeeGo操作系统的智能机诺基亚N9……</font></p><div><img src=\"http://k.sinaimg.cn/n/sinakd202135s/85/w1000h685/20210305/bf66-kkxpczc7900304.png/w720fin.jpg\"/><span>▲手机销量之王：NOKIA 1100</span></div><p><font>从天之骄子到众矢之的，诺基亚只用了5年。</font></p><p><font><font>谁也没想到，那个从高处摔不坏、汽车碾不坏、锤子砸不坏的诺基亚会这样崩坏。</font></font></p><p><font>他们讨论着，或许这个悲剧从乔布斯带领智能机和触摸屏时代呼啸而来的时候；从诺基亚坚持要在<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和安卓之外打造第三个系统的时候；在它病急乱投医选择牵手微软的时候就已经注定了。</font></p><p><font>但这些都不重要了。一切尘埃落定。</font></p><p><font><font>在更多人心里，从那一天起，诺基亚已经“宣告死亡”。</font></font></p><p><font><font>从那以后，类比诺基亚甚至成了对一家企业最恶毒的“诅咒”：“你才诺基亚，你全家都是诺基亚。”</font></font></p><p><font>成王败寇。诺基亚成了新王iPhone神话里最好的反派角色，被肆意贬低、嘲笑，甚至被说得一无是处。</font></p><p><font>没人会记得，那几年，诺基亚如何倔强地坚守一个曾经王者最后的尊严。</font></p><p><font>没人记得，在2012年的世界移动通信大会上，搭载塞班系统的诺基亚808 PureView还获得了“最佳新型移动手机”的荣誉，是无可争议的拍照王者。</font></p><div><img src=\"http://k.sinaimg.cn/n/sinakd202135s/85/w1000h685/20210305/2e7e-kkxpczc7900542.png/w720fin.jpg\"/><span>▲直到2020年，很多旗舰机都无法在硬件上完全</span></div><p><font>赶超诺基亚808 PureView</font></p><p><font>没人记得，是诺基亚推出了高像素大底、超采样技术、光学防抖等一系列新技术，开启高像素时代。</font></p><p><font>没人记得，App Store也是诺基亚的专利。直到现在，智能机用户界面的多项核心技术依旧来自诺基亚，苹果、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>等厂商每年还要为此支付一笔不菲的专利费。</font></p><p><font>事实上，即使是在最艰难的那两年，诺基亚还在为支撑高像素，大费周折地自研ISP（图像处理器）；<a href=\"https://laohu8.com/S/SNE\">索尼</a>做不了高像素的CMOS，诺基亚又找日本的东芝专门定制了全新的CMOS，并在808 PureView上使用……</font></p><p><font>尽管最终失败了，但诺基亚结局的真实版本，颇有些堂吉诃德式的悲壮色彩。</font></p><p><font><font>“至死”，诺基亚还是那个“科技以人为本”的诺基亚。</font></font></p><p><font>02</font></p><p><font><font>不做手机，就不活了么？</font></font></p><p><font>事实上，就在诺基亚为了出售手机业务和微软反复周旋的同时，他们还做出了另一个艰难的决定。</font></p><p><font>也是因为这个决定，才有了后来的故事。</font></p><p><font>2006年，诺基亚和西门子合资成立诺基亚西门子通信公司（简称诺西通信）。在技术方面，这家通信公司斩获颇丰，一路成为全球第四大通信设备商，但在业绩方面，这家公司6年累计亏损了数十亿美元，成了诺基亚和西门子的累赘。</font></p><p><font>2011年，诺基亚和西门子分别出资5亿欧元援助，这也是它们为诺西通信提供的最后一笔融资。</font></p><p><font>可是，就在诺基亚准备出售手机业务的节骨眼上，诺西通信的一笔债务即将到期，马上要面临债务违约。</font></p><p><font>而身心俱疲的西门子选择了放弃。2013年4月，西门子公开宣布出手持有的诺西通信的50%股权。</font></p><p><font>诺基亚不得不把处理诺西通信的问题提上议程。</font></p><p><font>诺基亚有两个选择：一是像西门子一样把股权卖掉；二是把西门子的股权买下来，全面接手诺西通信。</font></p><p><font>以诺基亚当时的财务状况，一般人可能都会选择前者，尽快把它出手，好全心投入和微软的谈判，但时任诺基亚CEO的李思拓最终选择了后者。</font></p><p><font>理由是，当时的全球第三大通信服务商阿尔卡特-朗讯也在寻求出售，如果可以买下来，让两家公司合并，则可以超越爱立信成为全球第二大通信服务商，向华为发起挑战。</font></p><p><font><font>可这个选择，也意味着游走在破产边缘的诺基亚还要拿出一大笔资金。</font></font></p><p><font>好在，凭借高超的谈判技巧，诺基亚以超低价拿下了诺西通信：总估值34亿欧元，买断价17亿欧元，其中12亿是现金，还有5亿是西门子方面提供的过桥融资。</font></p><p><font>根据诺基亚评估，诺西通信价值至少在60亿欧元以上。因为这笔“完美盗贼”般的成功抄底，被投资者抛弃的诺基亚，股价甚至一度飙升了10%。</font></p><p><font>事实上，在手机业务突飞猛进的那些年，诺西通信在诺基亚内部一直被当做“遗忘的弃子”，甚至于关于它的议题都很少被列入董事局会议。</font></p><p><font><font>然而，就是这个“弃子”，后来成了诺基亚的救世主。</font></font></p><p><font>很多人好奇，卖掉贡献公司90%营收的手机业务后，诺基亚还剩下什么？</font></p><p><font>答案是：诺西通信、专利授权业务和HERE地图。</font></p><p><font>诺西通信空有技术，但尚未实现盈利。</font></p><p><font>HERE地图当时是业内唯一能提供高品质数字化地图的供应商，占据着全球车载仪表导航系统90%的市场份额，但它和诺基亚的业务关联度不大。</font></p><div><img src=\"http://k.sinaimg.cn/n/sinakd202135s/85/w1000h685/20210305/7f61-kkxpczc7900545.png/w720fin.jpg\"/></div><p><font>专利授权业务是最有价值的遗产，30000项专利贡献着整个集团三分之一的利润。2012年，它依然带来了5亿欧元的收入。</font></p><p><font><font>卖掉手机业务后，诺基亚完全可以选择把诺西通信和HERE地图都卖掉，守着专利授权业务躺赢。</font></font></p><p><font>但经过漫长的争论，诺基亚最终确立了通信业务的大方向，以诺西通信为主体构建一个新的诺基亚。</font></p><div><font><font><img src=\"http://k.sinaimg.cn/n/sinakd202135s/85/w1000h685/20210305/a7dc-kkxpczc7900734.png/w720fin.jpg\"/></font></font></div><p><font>▲2014年，诺基亚贱卖了诺基亚大厦</font></p><p><font>2015年，诺基亚如愿以166亿美元的低价收购了阿尔卡特-朗讯。</font></p><p><font>为了支付这笔钱，诺基亚孤注一掷，将HERE地图卖给了德国汽车巨头集团，把身家性命全压在通信业务上。</font></p><p><font>拿下阿尔卡特-朗讯后，诺基亚不仅建构起完整的通信业务版图，而且市场份额从8%增至30%，一跃成为全球第二大通信服务商。</font></p><p><font>更重要的是，诺基亚还借此拿下了“地球上最伟大的实验室”——美国贝尔实验室。</font></p><p><font>在近百年历史上，贝尔实验室一共拿下9次诺贝尔奖、16次美国最高技术奖、4次图灵奖，还发明了奠定现代手机雏形的战地移动电话；发明了将人类带进半导体新纪元的晶体管；发明了全球最受欢迎的编程语言之一的C语言……</font></p><p><font>算上2010年收购摩托罗拉无线业务部门，此刻的诺基亚相当于是摩托罗拉、阿尔卡特-朗讯、贝尔实验室、西门子和诺基亚的超级联合体。</font></p><p><font>这里面任何一个名字，都曾是通信行业里举足轻重的角色，阵容可谓相当强大。</font></p><p><font>此次收购完成后，一个全新的诺基亚也宣告成型。</font></p><p><font><font>“在今天的近10万诺基亚员工中，只有不到1%的人还持有2012年的工卡”，李思拓说。</font></font></p><p><font>03</font></p><p><font><font>浴火重生</font></font></p><p><font><font>2017年，诺基亚突然以1850亿元（人民币）年营收重新杀回世界500强。</font></font></p><p><font>看到这个消息，不少人的第一反应是：诺基亚居然还活着！</font></p><p><font>人们这才意识到这个被“宣判死亡”数年的手机厂商摇身一变成了全球第二大通讯设备制造商。</font></p><p><font>2012年至2016年，诺基亚的市值悄无声息地暴涨了20多倍，增速甚至超过了许多野心勃勃的初创企业。</font></p><p><font><font>且在5G新战场上，其统治力仅次于华为。</font></font></p><p><font>当人们都以为诺基亚已经“死透了”那几年，它从全球召集了4万工程师，加班加点攻克5G技术；在诺基亚5G“未来工厂”——奥卢工厂，每天有1000个4G和5G基站从自动生产线上下线……</font></p><div><img src=\"http://k.sinaimg.cn/n/sinakd202135s/85/w1000h685/20210305/9551-kkxpczc7900731.png/w720fin.jpg\"/></div><p><font><font>截至2019年4月，诺基亚的5G标准必要专利声明量超过1471件，在全球通信厂商中排第二，占比为13%，仅次于华为的17%。</font></font></p><p><font>2018年，诺基亚公布了5G标准必要专利许可费率：每部设备3欧元。</font></p><p><font>按去年全球14.86亿台的智能手机总出货量估算，仅此一项，未来每年将为诺基亚带来近45亿欧元的收入。</font></p><p><font>不仅如此，诺基亚还在全球范围内拿下了许多5G订单。2019年，诺基亚官网宣布，在全球范围内达成63个商业5G合同。</font></p><p><font>在美国全力封杀华为的背景下，诺基亚显然成了最大的赢家。就在今年9月底，诺基亚又连续拿下两个大订单：被芬兰运营商Elisa选定为5G RAN全国供应商；与<a href=\"https://laohu8.com/S/BT\">英国电信</a>（BT）签署5G协议，成为英国电信最大的基础设施合作伙伴。</font></p><p><font>如今看来，诺基亚当初选择断臂求生——卖掉手机业务无疑是个极其明智的选择，不仅甩掉了包袱，摆脱了破产危机，更彻底切断了它的退路，倒逼它置之死地而后生、进行二次创业，如此才有了新诺基亚的成绩。</font></p><p><font>而且，诺基亚也没有就此彻底放弃手机。</font></p><p><font>2016年，挣扎两年无果的微软，终于意识到自己根本不适合做手机。而“诺基亚手机”品牌依旧属于诺基亚集团，尽管授权给了微软，但微软无权在不经允许的情况下转让给第三方。</font></p><p><font>“诺基亚手机”品牌兜兜转转一圈，又回到了诺基亚手中。</font></p><p><font>2016年12月，由诺基亚前高管成立的芬兰手机公司HMD，拿到了诺基亚品牌的独家授权协议，开始生产搭载安卓系统的诺基亚手机，由富士康来代工，诺基亚提供专利和技术。</font></p><p><font>2017年，基于安卓系统的诺基亚手机发布。</font></p><p><font>功能机销量接近6000万部，仅用一年时间便成为世界第二大功能机制造商。智能机开局也不错，一年卖出约800万部，进入英国仅1年，就成为第三大厂商。</font></p><p><font>2018年，诺基亚手机销量增长782%，市场份额达到全球第九。</font></p><p><font>就在前不久，HMD还在中国首发了一款低端智能手机：诺基亚C3，搭载紫光展锐国产芯片，售价仅699元，还是那个能砸核桃的诺基亚。</font></p><div><img src=\"http://n.sinaimg.cn/sinakd202135s/200/w640h360/20210305/0a62-kkxpczc7900992.gif\"/></div><p><font><font>这场断臂求生的大戏，到最后其实是微软吃了个哑巴亏，不仅帮诺基亚收拾了手机的烂摊子，还白白给了诺基亚一笔钱帮它东山再起。</font></font></p><p><font>事实上，在这家成立于1865年的芬兰公司，在一百多年历史中，经历过太多比这更艰难的时刻：第一次世界大战里公司濒临破产，被芬兰橡胶厂收购；1988年，利润急剧下降，时任董事长卡里·凯拉莫甚至因为压力而自杀……</font></p><p><font>转型也是家常便饭。从造纸到化工、橡胶，从电缆、制药到天然气、石油、军事……接触消费电子不过是1960年以后的事。</font></p><p><font>谁说卖掉手机业务就活不了了？大不了再转型呗。</font></p><p><font>只要活下去，就还有翻盘的机会。</font></p><p><font>参考资料：</font></p><p><font>1.《偏执乐观——诺基亚转型的创业式领导力》机械工业出版社</font></p><p><font>2.《诺基亚最后的倔强——Pureview》ZEALER</font></p><p><font>文章转载自华商韬略（ID：hstl8888），禁止私自转载，如需转载，请联系华商韬略授权。</font></p><div></div><div></div><div></div></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n诺基亚：你以为它死了，其实它已重回世界第二！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-05 18:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_2151768482_804161a201900ukgu.html><strong>财经记者圈</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文|杨凯，原载于华商韬略（ID：hstl8888）商场如战场，可怕的不是断臂求生，而是因为没有断臂求生的魄力最后搞得满盘皆输。毕竟，只有活下去才有翻盘的机会。01“你才是诺基亚，你全家都是诺基亚”2013年9月2日是诺基亚手机的“最后一天”。经过数轮艰难的谈判，诺基亚最终宣布将手机业务以73亿美元的价格贱卖给微软（仅为当初最高市值1151亿美元的1/16）。听到这个消息，全球各个角落的“诺粉”可能...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_2151768482_804161a201900ukgu.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/de32cdfac2bad59cafa74c204a27c527","relate_stocks":{"NOK":"诺基亚","0HAF.UK":"诺基亚"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_2151768482_804161a201900ukgu.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2117468078","content_text":"文|杨凯，原载于华商韬略（ID：hstl8888）商场如战场，可怕的不是断臂求生，而是因为没有断臂求生的魄力最后搞得满盘皆输。毕竟，只有活下去才有翻盘的机会。01“你才是诺基亚，你全家都是诺基亚”2013年9月2日是诺基亚手机的“最后一天”。经过数轮艰难的谈判，诺基亚最终宣布将手机业务以73亿美元的价格贱卖给微软（仅为当初最高市值1151亿美元的1/16）。听到这个消息，全球各个角落的“诺粉”可能比诺基亚人还要难过。他们见证了诺基亚一路过五关斩六将，将摩托罗拉、爱立信等巨头斩于马下的传奇历程，陪伴着这个连续15年雄踞世界第一、年销4.3亿部的手机帝国一路成长。最后又目睹着它如自由落体般坠落：股价从28欧元一路暴跌至不足2欧元，市值缩水超过90%；手机市场份额从接近50%下挫至不足4%；投资者把它归为垃圾股，媒体猜测它何时会破产。他们怀念诺基亚曾经创造的那些伟大纪录和传奇机型，怀念累计售出2.5亿部的全球手机销量之王NOKIA 1100；《黑客帝国》里那部酷炫的诺基亚8110；世界上第一部3G手机诺基亚6650；唯一一部搭载MeeGo操作系统的智能机诺基亚N9……▲手机销量之王：NOKIA 1100从天之骄子到众矢之的，诺基亚只用了5年。谁也没想到，那个从高处摔不坏、汽车碾不坏、锤子砸不坏的诺基亚会这样崩坏。他们讨论着，或许这个悲剧从乔布斯带领智能机和触摸屏时代呼啸而来的时候；从诺基亚坚持要在苹果和安卓之外打造第三个系统的时候；在它病急乱投医选择牵手微软的时候就已经注定了。但这些都不重要了。一切尘埃落定。在更多人心里，从那一天起，诺基亚已经“宣告死亡”。从那以后，类比诺基亚甚至成了对一家企业最恶毒的“诅咒”：“你才诺基亚，你全家都是诺基亚。”成王败寇。诺基亚成了新王iPhone神话里最好的反派角色，被肆意贬低、嘲笑，甚至被说得一无是处。没人会记得，那几年，诺基亚如何倔强地坚守一个曾经王者最后的尊严。没人记得，在2012年的世界移动通信大会上，搭载塞班系统的诺基亚808 PureView还获得了“最佳新型移动手机”的荣誉，是无可争议的拍照王者。▲直到2020年，很多旗舰机都无法在硬件上完全赶超诺基亚808 PureView没人记得，是诺基亚推出了高像素大底、超采样技术、光学防抖等一系列新技术，开启高像素时代。没人记得，App Store也是诺基亚的专利。直到现在，智能机用户界面的多项核心技术依旧来自诺基亚，苹果、三星等厂商每年还要为此支付一笔不菲的专利费。事实上，即使是在最艰难的那两年，诺基亚还在为支撑高像素，大费周折地自研ISP（图像处理器）；索尼做不了高像素的CMOS，诺基亚又找日本的东芝专门定制了全新的CMOS，并在808 PureView上使用……尽管最终失败了，但诺基亚结局的真实版本，颇有些堂吉诃德式的悲壮色彩。“至死”，诺基亚还是那个“科技以人为本”的诺基亚。02不做手机，就不活了么？事实上，就在诺基亚为了出售手机业务和微软反复周旋的同时，他们还做出了另一个艰难的决定。也是因为这个决定，才有了后来的故事。2006年，诺基亚和西门子合资成立诺基亚西门子通信公司（简称诺西通信）。在技术方面，这家通信公司斩获颇丰，一路成为全球第四大通信设备商，但在业绩方面，这家公司6年累计亏损了数十亿美元，成了诺基亚和西门子的累赘。2011年，诺基亚和西门子分别出资5亿欧元援助，这也是它们为诺西通信提供的最后一笔融资。可是，就在诺基亚准备出售手机业务的节骨眼上，诺西通信的一笔债务即将到期，马上要面临债务违约。而身心俱疲的西门子选择了放弃。2013年4月，西门子公开宣布出手持有的诺西通信的50%股权。诺基亚不得不把处理诺西通信的问题提上议程。诺基亚有两个选择：一是像西门子一样把股权卖掉；二是把西门子的股权买下来，全面接手诺西通信。以诺基亚当时的财务状况，一般人可能都会选择前者，尽快把它出手，好全心投入和微软的谈判，但时任诺基亚CEO的李思拓最终选择了后者。理由是，当时的全球第三大通信服务商阿尔卡特-朗讯也在寻求出售，如果可以买下来，让两家公司合并，则可以超越爱立信成为全球第二大通信服务商，向华为发起挑战。可这个选择，也意味着游走在破产边缘的诺基亚还要拿出一大笔资金。好在，凭借高超的谈判技巧，诺基亚以超低价拿下了诺西通信：总估值34亿欧元，买断价17亿欧元，其中12亿是现金，还有5亿是西门子方面提供的过桥融资。根据诺基亚评估，诺西通信价值至少在60亿欧元以上。因为这笔“完美盗贼”般的成功抄底，被投资者抛弃的诺基亚，股价甚至一度飙升了10%。事实上，在手机业务突飞猛进的那些年，诺西通信在诺基亚内部一直被当做“遗忘的弃子”，甚至于关于它的议题都很少被列入董事局会议。然而，就是这个“弃子”，后来成了诺基亚的救世主。很多人好奇，卖掉贡献公司90%营收的手机业务后，诺基亚还剩下什么？答案是：诺西通信、专利授权业务和HERE地图。诺西通信空有技术，但尚未实现盈利。HERE地图当时是业内唯一能提供高品质数字化地图的供应商，占据着全球车载仪表导航系统90%的市场份额，但它和诺基亚的业务关联度不大。专利授权业务是最有价值的遗产，30000项专利贡献着整个集团三分之一的利润。2012年，它依然带来了5亿欧元的收入。卖掉手机业务后，诺基亚完全可以选择把诺西通信和HERE地图都卖掉，守着专利授权业务躺赢。但经过漫长的争论，诺基亚最终确立了通信业务的大方向，以诺西通信为主体构建一个新的诺基亚。▲2014年，诺基亚贱卖了诺基亚大厦2015年，诺基亚如愿以166亿美元的低价收购了阿尔卡特-朗讯。为了支付这笔钱，诺基亚孤注一掷，将HERE地图卖给了德国汽车巨头集团，把身家性命全压在通信业务上。拿下阿尔卡特-朗讯后，诺基亚不仅建构起完整的通信业务版图，而且市场份额从8%增至30%，一跃成为全球第二大通信服务商。更重要的是，诺基亚还借此拿下了“地球上最伟大的实验室”——美国贝尔实验室。在近百年历史上，贝尔实验室一共拿下9次诺贝尔奖、16次美国最高技术奖、4次图灵奖，还发明了奠定现代手机雏形的战地移动电话；发明了将人类带进半导体新纪元的晶体管；发明了全球最受欢迎的编程语言之一的C语言……算上2010年收购摩托罗拉无线业务部门，此刻的诺基亚相当于是摩托罗拉、阿尔卡特-朗讯、贝尔实验室、西门子和诺基亚的超级联合体。这里面任何一个名字，都曾是通信行业里举足轻重的角色，阵容可谓相当强大。此次收购完成后，一个全新的诺基亚也宣告成型。“在今天的近10万诺基亚员工中，只有不到1%的人还持有2012年的工卡”，李思拓说。03浴火重生2017年，诺基亚突然以1850亿元（人民币）年营收重新杀回世界500强。看到这个消息，不少人的第一反应是：诺基亚居然还活着！人们这才意识到这个被“宣判死亡”数年的手机厂商摇身一变成了全球第二大通讯设备制造商。2012年至2016年，诺基亚的市值悄无声息地暴涨了20多倍，增速甚至超过了许多野心勃勃的初创企业。且在5G新战场上，其统治力仅次于华为。当人们都以为诺基亚已经“死透了”那几年，它从全球召集了4万工程师，加班加点攻克5G技术；在诺基亚5G“未来工厂”——奥卢工厂，每天有1000个4G和5G基站从自动生产线上下线……截至2019年4月，诺基亚的5G标准必要专利声明量超过1471件，在全球通信厂商中排第二，占比为13%，仅次于华为的17%。2018年，诺基亚公布了5G标准必要专利许可费率：每部设备3欧元。按去年全球14.86亿台的智能手机总出货量估算，仅此一项，未来每年将为诺基亚带来近45亿欧元的收入。不仅如此，诺基亚还在全球范围内拿下了许多5G订单。2019年，诺基亚官网宣布，在全球范围内达成63个商业5G合同。在美国全力封杀华为的背景下，诺基亚显然成了最大的赢家。就在今年9月底，诺基亚又连续拿下两个大订单：被芬兰运营商Elisa选定为5G RAN全国供应商；与英国电信（BT）签署5G协议，成为英国电信最大的基础设施合作伙伴。如今看来，诺基亚当初选择断臂求生——卖掉手机业务无疑是个极其明智的选择，不仅甩掉了包袱，摆脱了破产危机，更彻底切断了它的退路，倒逼它置之死地而后生、进行二次创业，如此才有了新诺基亚的成绩。而且，诺基亚也没有就此彻底放弃手机。2016年，挣扎两年无果的微软，终于意识到自己根本不适合做手机。而“诺基亚手机”品牌依旧属于诺基亚集团，尽管授权给了微软，但微软无权在不经允许的情况下转让给第三方。“诺基亚手机”品牌兜兜转转一圈，又回到了诺基亚手中。2016年12月，由诺基亚前高管成立的芬兰手机公司HMD，拿到了诺基亚品牌的独家授权协议，开始生产搭载安卓系统的诺基亚手机，由富士康来代工，诺基亚提供专利和技术。2017年，基于安卓系统的诺基亚手机发布。功能机销量接近6000万部，仅用一年时间便成为世界第二大功能机制造商。智能机开局也不错，一年卖出约800万部，进入英国仅1年，就成为第三大厂商。2018年，诺基亚手机销量增长782%，市场份额达到全球第九。就在前不久，HMD还在中国首发了一款低端智能手机：诺基亚C3，搭载紫光展锐国产芯片，售价仅699元，还是那个能砸核桃的诺基亚。这场断臂求生的大戏，到最后其实是微软吃了个哑巴亏，不仅帮诺基亚收拾了手机的烂摊子，还白白给了诺基亚一笔钱帮它东山再起。事实上，在这家成立于1865年的芬兰公司，在一百多年历史中，经历过太多比这更艰难的时刻：第一次世界大战里公司濒临破产，被芬兰橡胶厂收购；1988年，利润急剧下降，时任董事长卡里·凯拉莫甚至因为压力而自杀……转型也是家常便饭。从造纸到化工、橡胶，从电缆、制药到天然气、石油、军事……接触消费电子不过是1960年以后的事。谁说卖掉手机业务就活不了了？大不了再转型呗。只要活下去，就还有翻盘的机会。参考资料：1.《偏执乐观——诺基亚转型的创业式领导力》机械工业出版社2.《诺基亚最后的倔强——Pureview》ZEALER文章转载自华商韬略（ID：hstl8888），禁止私自转载，如需转载，请联系华商韬略授权。","news_type":1},"isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367964750,"gmtCreate":1614904534270,"gmtModify":1703482737981,"author":{"id":"3572932824677354","authorId":"3572932824677354","name":"再见猫王","avatar":"https://static.tigerbbs.com/f8bc3a6dc6d81facc3f689ef7d816057","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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