工业4.0时代霍尼韦尔蓄势待发
主持人:亚历克斯·尤勒(Alex Eule)
编辑 | 郭力群
2019-11-15 12:59:30
霍尼韦尔希望自己被看作是一家既生产硬件也生产软件的公司,该公司希望成为工业工程新时代的表率。

It’s been famously said that software is eating the world. Some traditional companies are having more success than others in fending off the disruption.

“软件正在吞噬世界”这句名言众所周知。一些传统公司在抵御这股颠覆力量方面比其他公司做得更加成功。

In the latest episode of The Readback, Barron’s senior writer Al Root argues that Honeywell (HON), the century-old industrial conglomerate, is reshaping itself in the mold of software companies like Salesforce.com (CRM) and SAP (SAP.Germany).

在最新一期《The Readback》中,《巴伦》资深撰稿人阿尔·鲁特(Al Root)认为,有着百年历史的工业集团霍尼韦尔(Honeywell, HON)正在按照Salesforce. com (CRM)和SAP (SAP.德国)等软件公司的模式重塑自身。

Al Root says that Honeywell is probably still most famous for making thermostats—even though the company has spun off that business. And some investors might be underestimating the potential of the old industrial:

阿尔·鲁特称,霍尼韦尔可能仍以生产恒温调节装置而闻名,尽管该公司已经剥离了这一业务。一些投资者可能低估了这家老牌工业公司的潜力:

“It’s the largest most significant industrial conglomerate in the world. It controls all of the buildings we work in; it is on many of the planes that we fly all over the world. It also controls many of the energy and chemical processes that are running around the country. It’s is a huge company that spans many of the industries that we take for granted.”

“霍尼韦尔是全球最大的工业集团,该公司的产品在所有办公楼、飞往世界各地的许多飞机上随处可见,还在美国各地拥有大量能源和化学业务。这是一家庞大的公司,业务涵盖了我们熟悉的许多行业。”

“The problem is, it’s just not that big compared to the Microsofts or Oracles of the world.”

“问题在于,和微软(Microsoft)或甲骨文(Oracle)如今的影响力相比,霍尼韦尔的影响力并不算大。”

But Honeywell is set on changing that. And while Al Root says it may be too early to call the software-centric strategy a success, there are signs that it’s gaining traction. Total software sales over the past 12 months were about $4 billion, with $1.5 billion coming from new IIoT applications.

但该公司改变这种状况。虽然阿尔·鲁特认为现在判断霍尼韦尔以软件为中心的策略是成功之举还为时过早,但是有迹象表明这一策略正在取得成效。该公司过去12个月的软件销售总额约为40亿美元,其中15亿美元来自新的IIoT应用程序。

“They want to be known as a software industrial company that makes software as well as hardware. And they want to be known as the company that is bringing the new age of industrial process engineering to the floor.

“霍尼韦尔希望自己被看作是一家既生产硬件也生产软件的公司,该公司希望成为工业工程新时代的表率。”

“It’s really an IIoT, or Internet of Things, play.”

“霍尼韦尔的策略实际上是发展物联网。”

The Readback是一档每周更新一次的金融类播客栏目。

巴伦双语播客,每周一期,对最具价值的金融报道进行深入解读。 《巴伦》创刊于1921年,欢迎扫码关注,获取华尔街百年投资经典,最前沿投资资讯、最独家专业分析。

翻译 | 小彩

版权声明:

《巴伦》(barronschina) 原创文章,未经许可,不得转载。英文版见2019年11月14日报道“Industrial 4.0 Could Change Everything. Here’s How It Starts.”。

(本文内容仅供参考,投资建议不代表《巴伦》倾向;市场有风险,投资须谨慎。)

  • 网站备案号:京ICP备19009821号-1
  • 法律声明:转载内容版权归作者及来源网站所有 本站原创内容转载请注明来源
  • 商业媒体及纸媒请先联系:Juankang@barronschina.com.cn