[{"data":1,"prerenderedAt":743},["ShallowReactive",2],{"layout-dao":3,"dao-bashiqingzuodui":370},[4,9,13,17,21,25,29,33,37,42,47,50,54,57,61,64,68,71,75,78,82,86,90,94,98,103,107,111,115,119,123,127,131,135,139,144,148,152,156,160,164,168,172,177,181,185,189,193,197,201,205,209,213,217,221,225,229,233,237,241,245,249,253,257,261,265,269,273,277,281,285,290,294,298,302,306,310,314,318,322,326,330,334,338,342,346,350,354,358,362,366],{"title":5,"slug":6,"category":7,"order":8},"本分","benfen","核心哲学",1,{"title":10,"slug":11,"category":7,"order":12},"平常心","pingchangxin",2,{"title":14,"slug":15,"category":7,"order":16},"做对的事情","zuoduideshiqing",3,{"title":18,"slug":19,"category":7,"order":20},"把事情做对","bashiqingzuodui",4,{"title":22,"slug":23,"category":7,"order":24},"能力圈","nengliquan",5,{"title":26,"slug":27,"category":7,"order":28},"不做什么","buzuoshenme",6,{"title":30,"slug":31,"category":7,"order":32},"敢为天下后","ganweitianxiahou",7,{"title":34,"slug":35,"category":7,"order":36},"消费者导向","xiaofeizhedaoxiang",8,{"title":38,"slug":39,"category":40,"order":41},"价值投资","jiazhitouzi","投资理念",9,{"title":43,"slug":44,"category":45,"order":46},"负债","fuzhai","财务指标",10,{"title":48,"slug":49,"category":40,"order":46},"商业模式","shangyemoshi",{"title":51,"slug":52,"category":40,"order":53},"护城河","huchenghe",11,{"title":55,"slug":56,"category":45,"order":53},"净现金","jingxianjin",{"title":58,"slug":59,"category":45,"order":60},"开销合理性","kaixiaohelixing",12,{"title":62,"slug":63,"category":45,"order":60},"现金流","xianjinliu",{"title":65,"slug":66,"category":45,"order":67},"真实利润","zhenshilirun",13,{"title":69,"slug":70,"category":40,"order":67},"折现","zhexian",{"title":72,"slug":73,"category":40,"order":74},"安全边际","anquanbianji",14,{"title":76,"slug":77,"category":45,"order":74},"扣除商誉的净资产","jingzichan",{"title":79,"slug":80,"category":40,"order":81},"基本面","jibenmian",15,{"title":83,"slug":84,"category":40,"order":85},"机会成本","jihuichengben",16,{"title":87,"slug":88,"category":40,"order":89},"长期持有","zhangqichiyou",17,{"title":91,"slug":92,"category":40,"order":93},"投机","touji",18,{"title":95,"slug":96,"category":40,"order":97},"止损","zhisun",19,{"title":99,"slug":100,"category":101,"order":102},"企业文化","qiyewenhua","企业经营",20,{"title":104,"slug":105,"category":101,"order":106},"品牌","pinpai",21,{"title":108,"slug":109,"category":101,"order":110},"差异化","chayihua",22,{"title":112,"slug":113,"category":101,"order":114},"用户体验","yonghutiyan",23,{"title":116,"slug":117,"category":101,"order":118},"渠道","qudao",24,{"title":120,"slug":121,"category":101,"order":122},"平台","pingtai",25,{"title":124,"slug":125,"category":101,"order":126},"生态系统","shengtaixitong",26,{"title":128,"slug":129,"category":101,"order":130},"单一产品","danyichanpin",27,{"title":132,"slug":133,"category":101,"order":134},"造钟人","zaozhongren",28,{"title":136,"slug":137,"category":101,"order":138},"利润之上的追求","lirunzhishangdezhuiqiu",29,{"title":140,"slug":141,"category":142,"order":143},"进取心","jinquxin","品格与心性",30,{"title":145,"slug":146,"category":142,"order":147},"耐心","naixin",31,{"title":149,"slug":150,"category":142,"order":151},"责任心","zerenxin",32,{"title":153,"slug":154,"category":142,"order":155},"爱心","aixin",33,{"title":157,"slug":158,"category":142,"order":159},"信誉","xinyu",34,{"title":161,"slug":162,"category":142,"order":163},"正直","zhengzhi",35,{"title":165,"slug":166,"category":142,"order":167},"理性","lixing",36,{"title":169,"slug":170,"category":142,"order":171},"长期主义","zhangqizhuyi",37,{"title":173,"slug":174,"category":175,"order":176},"1999年 《都市快报》采访手记","duanyongping-1999nian-doushikuaibao-caifangshouji","访谈实录",100,{"title":178,"slug":179,"category":175,"order":180},"1999年 步步高讲话","duanyongping-1999nian-bubugaojianghua",101,{"title":182,"slug":183,"category":175,"order":184},"1999年做客人民大学精彩问答实录","duanyongping-1999nianzuokerenmindaxuejingcaiwendashilu",102,{"title":186,"slug":187,"category":175,"order":188},"2000年 《销售与市场》杂志专访","duanyongping-2000nian-xiaoshouyushichang-zazhizhuanfang",103,{"title":190,"slug":191,"category":175,"order":192},"2000年在央视“品牌与传播国际论坛”上的演讲","duanyongping-2000nianzaiyangshi-pinpaiyuchuanboguojiluntan-shangdeyanjiang",104,{"title":194,"slug":195,"category":175,"order":196},"2000追逐世界的节奏 —— 《经营者》杂志2000年，步步高总经理访谈记录","duanyongping-2000zhuizhushijiedejiezou-jingyingzhe-zazhi2000nian-bubugaozongjing",105,{"title":198,"slug":199,"category":175,"order":200},"2001《经营天下：高峰论坛 之 段永平》—— 2001年末中国20位行业巨头面对面访谈录","duanyongping-2001-jingyingtianxia-gaofengluntan-zhi-duanyongping-2001nianmozhong",106,{"title":202,"slug":203,"category":175,"order":204},"2001年 我为什么要去读书？ —— 《读者》2001年11月刊","duanyongping-2001nian-woweishenmeyaoqudushu-duzhe-2001nian11yuekan",107,{"title":206,"slug":207,"category":175,"order":208},"2001年《世界经理人文摘》专访","duanyongping-2001nian-shijiejinglirenwenzhai-zhuanfang",108,{"title":210,"slug":211,"category":175,"order":212},"2002年 CCTV2经济频道《卖点》栏目采访：投影机能否走进家庭？","duanyongping-2002nian-cctv2jingjipindao-maidian-lanmucaifang-touyingjinengfouzou",109,{"title":214,"slug":215,"category":175,"order":216},"2003年北京大学总裁班演讲座谈会全程实录","duanyongping-2003nianbeijingdaxuezongcaibanyanjiangzuotanhuiquanchengshilu",110,{"title":218,"slug":219,"category":175,"order":220},"2004财富人生—段永平 2004 采访","duanyongping-2004caifurensheng-duanyongping-2004-caifang",111,{"title":222,"slug":223,"category":175,"order":224},"2005年步步高十周年“记”念晚会：段永平发言","duanyongping-2005nianbubugaoshizhounian-ji-nianwanhui-duanyongpingfayan",112,{"title":226,"slug":227,"category":175,"order":228},"2006年 深度对话网易证券全程实录","duanyongping-2006nian-shenduduihuawangyizhengquanquanchengshilu",113,{"title":230,"slug":231,"category":175,"order":232},"2006年做客新浪财经频道聊天全实录","duanyongping-2006nianzuokexinlangcaijingpindaoliaotianquanshilu",114,{"title":234,"slug":235,"category":175,"order":236},"2006年浙大“实话实说”","duanyongping-2006nianzheda-shihuashishuo",115,{"title":238,"slug":239,"category":175,"order":240},"2007年与巴菲特共进午餐后网易专访","duanyongping-2007nianyubafeitegongjinwucanhouwangyizhuanfang",116,{"title":242,"slug":243,"category":175,"order":244},"2007年波士堂访谈","duanyongping-2007nianboshitangfangtan",117,{"title":246,"slug":247,"category":175,"order":248},"2009年 深度专访： 探讨公益人生，分享成功体会","duanyongping-2009nian-shenduzhuanfang-tantaogongyirensheng-fenxiangchenggongtihu",118,{"title":250,"slug":251,"category":175,"order":252},"2009年《21世纪经济报道》独家专访：我不认为巴菲特是股神（2009年）","duanyongping-2009nian-21shijijingjibaodao-dujiazhuanfang-woburenweibafeiteshigus",119,{"title":254,"slug":255,"category":175,"order":256},"2009浙大MBA分享：企业追求的是稳健的发展，基本功最重要","duanyongping-2009zhedambafenxiang-qiyezhuiqiudeshiwenjiandefazhan-jibengongzuizh",120,{"title":258,"slug":259,"category":175,"order":260},"2010年 步步高董事长段永平和人大校长纪宝成记者会实录","duanyongping-2010nian-bubugaodongshizhangduanyongpingherendaxiaozhangjibaochengj",121,{"title":262,"slug":263,"category":175,"order":264},"2011年买入苹果思考","duanyongping-2011nianmairupingguosikao",122,{"title":266,"slug":267,"category":175,"order":268},"2013年浙大演讲","duanyongping-2013nianzhedayanjiang",123,{"title":270,"slug":271,"category":175,"order":272},"2016年浙大60周年专访","duanyongping-2016nianzheda60zhounianzhuanfang",124,{"title":274,"slug":275,"category":175,"order":276},"2025年浙江大学演讲及问答完整版","duanyongping-2025nianzhejiangdaxueyanjiangjiwendawanzhengban",125,{"title":278,"slug":279,"category":175,"order":280},"2025年谈躺平与内卷、与王石交流子女教育","duanyongping-2025niantantangpingyuneijuan-yuwangshijiaoliuzinvjiaoyu",126,{"title":282,"slug":283,"category":175,"order":284},"2025年： 方三文对话段永平：做自己能够喜欢的事情很重要","duanyongping-2025nian-fangsanwenduihuaduanyongping-zuozijinenggouxihuandeshiqing",127,{"title":286,"slug":287,"category":288,"order":289},"问答录：第一章 投资大道","dadaotouziwendalu-diyizhangtouzidadao","投资问答录",200,{"title":291,"slug":292,"category":288,"order":293},"问答录：第二章 商业模式和企业文化","dadaotouziwendalu-dierzhangshangyemoshiheqiyewenhua",201,{"title":295,"slug":296,"category":288,"order":297},"问答录：第三章 公司点评","dadaotouziwendalu-disanzhanggongsidianping",202,{"title":299,"slug":300,"category":288,"order":301},"问答录：第四章 人生箴言","dadaotouziwendalu-disizhangrenshengzhenyan",203,{"title":303,"slug":304,"category":288,"order":305},"问答录：第五章 演讲与访谈","dadaotouziwendalu-diwuzhangyanjiangyufangtan",204,{"title":307,"slug":308,"category":288,"order":309},"问答录：第六章 更新","dadaotouziwendalu-diliuzhangduzhegengxin",205,{"title":311,"slug":312,"category":288,"order":313},"商业逻辑篇：第1节：伟大企业","duanyongping-shangyeluoji-di1jie-weidaqiye",401,{"title":315,"slug":316,"category":288,"order":317},"商业逻辑篇：第2节：商业模式","duanyongping-shangyeluoji-di2jie-shangyemoshi",402,{"title":319,"slug":320,"category":288,"order":321},"商业逻辑篇：第3节：企业文化","duanyongping-shangyeluoji-di3jie-qiyewenhua",403,{"title":323,"slug":324,"category":288,"order":325},"商业逻辑篇：第4节：产品、差异化与创新","duanyongping-shangyeluoji-di4jie-chanpin-chayihua-yu-chuangxin",404,{"title":327,"slug":328,"category":288,"order":329},"商业逻辑篇：第5节：品牌、营销与广告","duanyongping-shangyeluoji-di5jie-pinpai-yingxiao-yu-guanggao",405,{"title":331,"slug":332,"category":288,"order":333},"商业逻辑篇：第6节：收购和多元化","duanyongping-shangyeluoji-di6jie-shougouheduoyuanhua",406,{"title":335,"slug":336,"category":288,"order":337},"商业逻辑篇：第7节：Stop doing list（不为清单）","duanyongping-shangyeluoji-di7jie-stop-doing-list-buweiqingdan",407,{"title":339,"slug":340,"category":288,"order":341},"投资问答录商业逻辑篇：前言：买股票就是买公司","duanyongping-shangyeluoji-qianyan-maiqushoujiiumaishangsi",408,{"title":343,"slug":344,"category":288,"order":345},"投资逻辑篇：第1章：投资理念","duanyongping-touziluoji-di1zhang-touzilinian",410,{"title":347,"slug":348,"category":288,"order":349},"投资逻辑篇：第2章：投资理解","duanyongping-touziluoji-di2jie-touzilijie",411,{"title":351,"slug":352,"category":288,"order":353},"投资问答录：第3章 golf和投资","duanyongping-touziluoji-di3zhang-golfhetouzi",412,{"title":355,"slug":356,"category":288,"order":357},"投资逻辑篇：第4章 财务理解","duanyongping-touziwendalu-touziluoji-di4zhang-caiwulijie",413,{"title":359,"slug":360,"category":288,"order":361},"投资逻辑篇：第5章：估值逻辑","duanyongping-touziluoji-di5zhang-guzhiluoji",414,{"title":363,"slug":364,"category":288,"order":365},"投资逻辑篇：第6章 投资方法论","duanyongping-touziluoji-di6zhang-touzifangfalun",415,{"title":367,"slug":368,"category":288,"order":369},"投资逻辑篇：第7章：案例分析","duanyongping-touziluoji-di7zhang-anlifenxi",416,{"id":371,"title":18,"body":372,"category":7,"date":731,"description":732,"extension":733,"meta":734,"navigation":735,"order":20,"path":736,"seo":737,"seoDescription":738,"seoTitle":739,"slug":19,"stem":740,"__hash__":741,"_collection":742},"dao\u002Fdao\u002Fconcepts\u002Fbashiqingzuodui.md",{"type":373,"value":374,"toc":710},"minimark",[375,378,382,396,405,415,418,423,426,446,450,455,459,464,471,476,479,489,504,526,535,548,551,556,559,564,570,575,580,586,591,594,598,601,605,615,619,629,637,643,646,652,660,674,679,683,693,705],[376,377,18],"h1",{"id":18},[379,380,381],"h2",{"id":381},"定义与起源",[383,384,385,386,390,391,395],"p",{},"\"把事情做对\"与\"",[387,388,14],"a",{"href":389},"\u002Fzuoduideshiqing","\"成对出现，最早可追溯到",[392,393,394],"strong",{},"段永平","浙大求学时期（约1981-1982年大三时）：",[397,398,399],"blockquote",{},[383,400,401,402,404],{},"大三的时候，也不知道是我在哪看到，还是谁说的一句话，叫作\"",[387,403,14],{"href":389},"，把事情做对\"。\n——2016年 浙大60周年专访",[383,406,407,408,410,411,414],{},"段永平后来将\"",[387,409,14],{"href":389},"\"比作\"道\"（战略方向），\"把事情做对\"比作\"术\"（执行方法）。两者不可分割，构成了",[392,412,413],{},"步步高","系企业经营哲学的双重框架。",[379,416,417],{"id":417},"核心要义",[419,420,422],"h3",{"id":421},"_1-把事情做对-执行力-术","1. 把事情做对 = 执行力 = \"术\"",[383,424,425],{},"把事情做对解决的是\"如何做\"的问题，属于执行层面。它要求在方向正确的前提下，用最好的方式去实现目标。",[397,427,428],{},[383,429,430,431,434,435,438,439,438,442,445],{},"所有所谓有关投资的说法实际上都是在讨论如何看懂",[387,432,62],{"href":433},"\u002Fxianjinliu","的问题（如何把事情做对），比如",[392,436,437],{},"生意模式","、",[387,440,51],{"href":441},"\u002Fhuchenghe",[387,443,22],{"href":444},"\u002Fnengliquan","等。\n——投资问答录",[419,447,449],{"id":448},"_2-把事情做对的过程中允许犯错","2. 把事情做对的过程中允许犯错",[397,451,452],{},[383,453,454],{},"对的事情我们要把事情做对。把事情做对的过程当中，犯错误是避免不了的，一定会犯错，所以有学习曲线，继续往前走就好了。\n——2025年 与王石对谈",[419,456,458],{"id":457},"_3-放权的关键容忍把事情做对过程中的错误","3. 放权的关键：容忍把事情做对过程中的错误",[397,460,461],{},[383,462,463],{},"放权里最关键的是可以容忍在\"把事情做对\"的过程当中所犯的错误，我个人的理解是其实干同样的事我也犯错，为什么别人不可以犯错。\n——2012-05-18",[419,465,467,468,470],{"id":466},"_4-与做对的事情的逻辑关系","4. 与",[387,469,14],{"href":389},"的逻辑关系",[397,472,473],{},[383,474,475],{},"人总是会犯错的，但很多人不知道什么是对的事情，什么是把事情做对。你要坚持什么？错的事情一定不能坚持，必须改；对的事情，要坚持。\n——2016年 浙大60周年专访",[379,477,478],{"id":478},"实战案例",[383,480,481,482,485,486,488],{},"****步步高",[392,483,484],{},"超级VCD品质控制","：2003年北大演讲中，段永平讲述了坚持500线真实标注的故事。选择诚信是\"",[387,487,14],{"href":389},"\"，而如何在竞争对手虚标800线的情况下赢得市场，就是\"把事情做对\"。最终靠过硬的产品品质赢得消费者信任。",[383,490,491,492,495,496,499,500,503],{},"****OPPO",[392,493,494],{},"与","vivo",[392,497,498],{},"的产品开发","：段永平说\"产品角度，是慢慢摸索出来的，发现不对，赶紧停。比如",[392,501,502],{},"苹果","的充电器，说了一年了，今年没推出来。没推出来，肯定是有问题没解决。没解决就不推。\"（2018-09-30）这体现了在把事情做对过程中的耐心和严谨。",[383,505,506,509,510,438,512,438,514,516,517,434,519,438,521,438,523,525],{},[392,507,508],{},"投资中的把事情做对","：在投资领域，\"把事情做对\"指的是研究和理解公司的",[392,511,437],{},[387,513,51],{"href":441},[387,515,22],{"href":444},"等具体工具。段永平说：\"所有有关投资的说法实际上都是在讨论如何看懂",[387,518,62],{"href":433},[392,520,437],{},[387,522,51],{"href":441},[387,524,22],{"href":444},"，等等。\"",[383,527,528,534],{},[392,529,530,533],{},[387,531,30],{"href":532},"\u002Fganweitianxiahou","与把事情做对的关系","：段永平明确将两个概念关联起来：",[397,536,537],{},[383,538,539,541,542,544,545,547],{},[387,540,30],{"href":532},"指的是产品类别，后中争先指的是做好产品的能力。或者说，",[387,543,30],{"href":532},"指的是\"",[387,546,14],{"href":389},"\"，后中争先指的是\"把事情做对\"的能力。\n——2018-09-30",[379,549,550],{"id":550},"常见误解",[383,552,553],{},[392,554,555],{},"误解一：\"把事情做对就是追求完美\"",[383,557,558],{},"段永平认为把事情做对是一个持续改进的过程，不是追求完美。犯错是必然的，关键是有学习曲线，能不断进步。",[383,560,561],{},[392,562,563],{},"误解二：\"把事情做对比做对的事情更重要\"",[383,565,566,567,569],{},"段永平多次强调，",[387,568,14],{"href":389},"（方向）永远比把事情做对（执行）更重要。做错的事情，执行力越强反而伤害越大。",[397,571,572],{},[383,573,574],{},"很多人知道要坚持，坚持啥他就不知道了。要坚持就要容忍错误，什么样的错误可以容忍？做错的事情，它必然会带来错误的结果。\n——2016年 浙大60周年专访",[383,576,577],{},[392,578,579],{},"误解三：\"结果导向就是把事情做对\"",[383,581,582,583,585],{},"段永平有所区分。用户导向是\"利润之上的追求\"（",[387,584,14],{"href":389},"），结果导向和追求极致则是\"把事情做对\"的范畴。",[397,587,588],{},[383,589,590],{},"用户导向是一种利润之上的追求，简单讲就是想着用户到底要的是什么，我们如何去实现。结果导向指的是要把事情做对。追求极致还是要把事情做对的范畴。\n——2019-09-26",[379,592,593],{"id":593},"思想演变",[419,595,597],{"id":596},"_1980年代与做对的事情一体两面","1980年代：与\"做对的事情\"一体两面",[383,599,600],{},"大学时期作为格言接受，尚未区分两者的层次关系。",[419,602,604],{"id":603},"_2000年代在企业经营中具体化","2000年代：在企业经营中具体化",[383,606,607,608,610,611,614],{},"在",[392,609,413],{},"的实际经营中，\"把事情做对\"体现为产品品质、",[387,612,34],{"href":613},"\u002Fxiaofeizhedaoxiang","、供应链管理等具体实践。段永平开始明确\"道\"与\"术\"的层次关系。",[419,616,618],{"id":617},"_2010年代延伸到投资领域","2010年代：延伸到投资领域",[383,620,621,622,438,624,438,626,628],{},"将\"把事情做对\"与",[392,623,437],{},[387,625,51],{"href":441},[387,627,22],{"href":444},"等投资分析工具联系起来，形成了完整的投资方法论框架。同时在管理哲学中，将\"容忍把事情做对过程中的错误\"作为放权的核心原则。",[419,630,632,633,636],{"id":631},"_2020年代与本分体系完全整合","2020年代：与",[387,634,5],{"href":635},"\u002Fbenfen","体系完全整合",[383,638,639,640,642],{},"2025年段永平将其纳入",[387,641,5],{"href":635},"文化的完整定义：\"本分就是做你该做的事情……如果是错的事情，应该马上停止，对的事情我们要把事情做对。\"",[379,644,645],{"id":645},"原话引用",[397,647,648],{},[383,649,401,650,404],{},[387,651,14],{"href":389},[397,653,654],{},[383,655,656,657,659],{},"一般来讲，聪明人似乎都知道如何把事情做对，但有智慧指的是要",[387,658,14],{"href":389},"。\n——2003年 北大总裁班演讲",[397,661,662],{},[383,663,664,665,434,667,438,669,438,671,673],{},"所有有关投资的说法实际上都是在讨论如何看懂",[387,666,62],{"href":433},[392,668,437],{},[387,670,51],{"href":441},[387,672,22],{"href":444},"，等等。\n——投资问答录",[397,675,676],{},[383,677,678],{},"把事情做对的过程当中，犯错误是避免不了的，一定会犯错，所以有学习曲线，继续往前走就好了。\n——2025年 与王石对谈",[397,680,681],{},[383,682,463],{},[397,684,685],{},[383,686,687,541,689,544,691,547],{},[387,688,30],{"href":532},[387,690,30],{"href":532},[387,692,14],{"href":389},[397,694,695],{},[383,696,697,698,700,701,704],{},"我们理解的本分就是：",[387,699,14],{"href":389},"，把事情做对。\n——2016年博文《不秘\"诀：本分+",[387,702,10],{"href":703},"\u002Fpingchangxin","》",[397,706,707],{},[383,708,709],{},"强调规模应该指的是把事情做对的范畴。如果规模大于一切则可能会做不对的事情。\n——2012-05-18",{"title":711,"searchDepth":12,"depth":12,"links":712},"",[713,714,721,722,723,730],{"id":381,"depth":12,"text":381},{"id":417,"depth":12,"text":417,"children":715},[716,717,718,719],{"id":421,"depth":16,"text":422},{"id":448,"depth":16,"text":449},{"id":457,"depth":16,"text":458},{"id":466,"depth":16,"text":720},"4. 与做对的事情的逻辑关系",{"id":478,"depth":12,"text":478},{"id":550,"depth":12,"text":550},{"id":593,"depth":12,"text":593,"children":724},[725,726,727,728],{"id":596,"depth":16,"text":597},{"id":603,"depth":16,"text":604},{"id":617,"depth":16,"text":618},{"id":631,"depth":16,"text":729},"2020年代：与本分体系完全整合",{"id":645,"depth":12,"text":645},null,"\"把事情做对\"与\"做对的事情\"成对出现，最早可追溯到段永平浙大求学时期（约1981-1982年大三时）：","md",{},true,"\u002Fdao\u002Fconcepts\u002Fbashiqingzuodui",{"title":18,"description":732},"段永平谈把事情做对：\"把事情做对\"与\"做对的事情\"成对出现，最早可追溯到段永平浙大求学时期（约1981-1982年大三时）：","把事情做对｜大道总纲","dao\u002Fconcepts\u002Fbashiqingzuodui","_oAXHsvmHEk0SEABi1eqiqcJ8XthOvG0ucXlxA2cb4Y","dao",1778608453465]