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专题:恒安集团创始人许连捷逝世,曾被称为福建“商业教父”

  来源:和君咨询

  闽商尊长,实业楷模

  ——王明夫追忆许连捷先生

  我受许连捷先生的邀请,于2010年1月1日起进入恒安国际(1044.HK)的董事会,连任了九年独立董事,并担任恒安公司提名委员会主席、薪酬委员会成员,因而跟许总在董事会里共事了九年时间。许总的风范,是我钦敬的榜样。

  2009年我第一次去晋江恒安集团总部见许总,在他的办公室里喝茶聊天。他的办公室,窄小到有些逼仄,朴素得堪称寒碜,跟恒安事业规模和许总本人的名望实在是不相称。我说许总您这办公室也太小了点,他说办公室是企业的成本,做企业,成本小才算好。更令我好生奇怪的是,许总办公室不是方正规整的空间,感觉像是大楼的一隅斜角。我调侃说这可能是哪个大师慧眼独具看的风水,造就了恒安事业的光景。许总呵呵一笑说,做企业的,把产品做好,卖得出去,就是好风水。恒安集团的香港office更是小得像一个很没有实力的公司,地址是:夏悫道18号海富中心一座21楼2101D室。一看这地址名称,就像是一个小事务所或工作室,哪像一个恒生指数成分股的香港总部呀。我做独立董事那期间,恒安集团的年营收200多亿元、净利润20多亿元、市值过千亿,2020年净利润达到45.95亿元,按说它应该有一个宏伟的办公楼。然而,恒安香港office的拥挤和局促,让我去一次就感慨一次,触景生叹、若有所思。

  前后九年时间,恒安每次在开董事会,都是在金钟香格里拉酒店租一个小会议室(因为恒安香港没有足够大的会议室),刚好能坐得下董事人数的大小。开会风格总是简练、高效,规范地走程序。每次开董事会,许总会“脱稿”发言一段,说市场供需、说产品质量、说木浆价格(恒安纸巾的最大宗原料)、说少女卫生巾与中年妇女卫生巾的异同、说内部管理、说海外产能、说研发预算、说行业竞争、说某个财务指标为什么今年是这样的成因、说产品结构和新品推出的速度追赶日本同行的紧迫性,偶尔也说国家的宏观政策对恒安产业链上下游的影响,等等。许总的“脱稿”发言,是我最爱听的内容,无论他说什么,我都爱听,极认真地往脑子里记,生怕漏掉什么重大的观点。实际上,他从来没有什么重大观点,永远是围绕产品、用户、管理、业绩在说一些一听就懂的事项、现象、因果、判断和对策。直面一个活生生的企业,听许连捷这样的CEO说企业的大事小情,我觉得是最好的商学课。所谓管理洞察、所谓内容干货,也就是那样了。比较而言,大学商学院里的很多课程和管理学书籍,都显得飘浮、玄虚和矫情。

  每次董事会结束,许总和全体董事就在香格里拉吃自助餐,没有包间,没有桌席,没有座次,各自helpyourself,吃饭时候聊天,吃饱各自走人,没有迎来送往。恒安给我订的机票永远是经济舱,给我订的住宿酒店永远是北角的海逸君绰酒店( HarbourGrandHongKongHotel),离开会的香格里拉酒店有一段距离,我自己坐地铁在二个酒店之间来回。为什么不给我订香格里拉酒店呢?因为香格里拉酒店的客房要二三千元一晚,而海逸君绰酒店的客房只需一千元左右一晚。我自己去香港,多是住香格里拉、丽思卡尔顿、UpperHouse的。恒安安排我住北角海逸君绰酒店、坐地铁去开会,我甘之如饴,因为我深知“做企业成本小才算好”的道理,我对精打细算抠成本的企业抱以敬意。

  就是这样节俭的恒安和许连捷,1998年上市以来,公司及其股东累计捐赠超20亿元,许连捷本人捐赠超10亿元。2011年12月我收到许家的请柬,去晋江参加其二子许清水的婚礼,婚礼上有一个议程是宣布许家向晋江慈善总会捐款6666.66万元用于做公益慈善。婚礼上突然砸进来一个这样的议程,我当时感觉惊奇和突兀。后来得知,2004年在大儿子许清流的婚宴上,许连捷宣布将27万的礼金全部捐出做慈善,从此形成了许家的一个惯例:家里每当有喜事,就捐款做慈善以志贺喜。许连捷开创的这个家风惯例,实在是值得中国所有富家豪门大力倡行。许连捷连续担任晋江慈善总会会长20多年,有报道称,他带动和组织的捐款总额超过170亿元,主要用于助学、医疗、扶贫、赈灾、防疫和乡村建设等慈善救助和社会公益项目。从1998年长江流域特大洪水、2003年非典、2008年初的南方雪灾,到2008年汶川大地震、2020年新冠疫情、2021年河南水灾,许连捷和恒安集团都没有缺席,总是第一时间捐款捐物。许总多次被中华慈善总会授予“中华慈善突出贡献奖”。2020年被授予“全国抗击新冠肺炎疫情民营经济先进个人”荣誉称号。

  许连捷的一生,可歌可泣,令我起敬。

  他1953年出生于福建晋江县安海镇后林村的一个贫寒农家,小时候经常睡祠堂或猪厩,小学未毕业,13岁就开始帮助父母寻找生活的出路。早年做贩卖黄豆、鸡蛋、芋头的生意,被定性为“投机倒把”,被抓起来进了“学习班”。1979年他组建运输队,后又相继创办劳保服装厂、拉链厂,成为改革开发后的第一批私营厂长。1985年,创办中外合资企业恒安公司,生产卫生巾,取名“安乐”品牌,意在希望千万妇女告别传统月经带、改用卫生巾,用得安全和快乐。但创业之初并不顺利,产品卖不动,资金回笼不了,没钱发工资。有一个年关,许连捷从安海镇的街头到街尾,一家一家去借钱,居然每家都能借到,一借到钱立刻回企业给工人发工资。大伙都叫着他的绰号,感叹说:“‘大头鲢’你牛!只有你能在安海镇每家都借到钱!”

  我是做管理咨询的,我从企业成长和组织变革来观察,许总带领恒安公司走过了五个阶段:

  创业和野蛮生长阶段:1985-1993年,从创业维艰到产品供不应求,成为卫生巾行业的领导品牌。

  遭遇成长瓶颈阶段:1994-1997年,年销售额增长到10亿元左右后徘徊不前,遭遇成长瓶颈,反思组织和人资原因。

  以上市开创现代化管理阶段:1998年,许总带领恒安赴港上市,以上市公司的治理和机制开启现代化管理,推动首次管理变革,突破10亿元成长瓶颈。

  管理变革和持续升级阶段:上市三年后,2001年,许总引进了美国汤姆斯公司的方案,推行为期三年的“TCT行动”,为恒安集团开启二次管理变革。2009年,恒安首次突破百亿元营收。2011年6月,恒安国际入编香港恒生指数成分。2013年,许总着手推进以供应链改革和打造信息化运营平台为核心的三次管理变革。同年,恒安集团年营收突破了200亿港元。2014年,许总又引进IBM和SAP的方案,为恒安集团建立了一套整合供应链、流程、库存、物流和渠道的信息化系统,将其打造成大数据产业模式。

  全球化布局阶段:2016年后,许总捷带领恒安集团先后在马来西亚收购上市公司皇城国际,在印尼、俄罗斯建立生产基地,在芬兰投资大型制浆及生物技术产业,加速布局全球市场。

  从1985年创业到2021年卸任恒安国际CEO,许总奋斗了36年,带领恒安集团白手起家,逐步发展成为了一个大型跨国公司,在妇女卫生巾、婴儿纸尿裤、家用纸巾等三大产品领域拥有领先的市场份额和国际竞争力,累计交税300多亿元,上市后累计向股东分红派息200多亿元现金。许总本人先后获评全国劳动模范、全国优秀的中国特色社会主义建设者、全国全面建设小康社会先进个人、中华慈善突出贡献奖、改革开放40年百名杰出民营企业家等荣誉,历任中国民间商会副会长,第九届、十届、十一届全国政协委员,第十届全国工商联副主席。

  有一次我们在香格里拉酒店闲聊,许总说年轻时候搞贩运是真tmd辛苦,活累,容易饿,经常饿得要命,海能吃,一吃就吃过头,撑得难受,有一次刚吃饱就急着把货物上车,扛麻袋一用力把胃撑破了,痛到地上打滚,被送去医院抢救。他说这事的时候,一派谈笑风生、云淡风轻。我想想刚刚董事会上报告的恒安年营收200多亿元利润20多亿元,环顾香格里拉酒店的富丽堂皇,感觉到一种迷幻般的时空穿越和人生变迁。许连捷的人生变迁,不啻是沧海桑田。我认识的福建企业家朋友很多,时不时听到有人说许连捷是“闽商教父”。“教父”一词不好轻易用的,对许连捷,更为尊重和严肃的说法应该是:闽商尊长,实业楷模!

  我结识许总的一个时期,他喜欢打高尔夫球,每周都下场打球。我问他打多少杆,他说:“不知道,从来没数过。”我说“啊?”,露出疑惑不解的神色。他说:“我打球就打球,数多少杆干嘛?只专心打好眼前这一杆。”这个回答当时令我愕然,事后我经常回味他的这个回答,总感觉它隐含某种深意,恍若隐藏着他做事的态度、成功的密码。

  许连捷带领恒安公司成长壮大的历程,是中国民营企业从草根创业到全球化实业巨头的一个缩影。我们经常忧思和讨论中国经济怎么搞、美国打压我们怎么突破。实际上,中国只要创造一个好的法治和舆论环境,放手许连捷曹德旺曾毓群张一鸣任正非这样的一众炎黄子孙去干事创业、打拼求赢,给他们应有的尊重和信任,保障他们的财富安全和做事积极性,中国经济就能万难不惧、万苦不辞,直挂云帆济沧海,百年变局任我行。

  日前得知许总去世,我感到十分震惊和痛惜,嘱我的在闽弟子廖盛斌代表我与和君集团送去花圈前往悼念,给其长子许清流发去节哀问候微信。今天上午,许总追思会在其老家后林村举行,他的音容笑貌浮现在我的脑海,宛在眼前,我悲痛难抑,无法平静工作,遂放下手头工作,追记以上文字以寄哀思和敬意。许总一生辛劳、功德无量,愿他在天堂安详!

  王明夫写于2025年4月23日上午,北京

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