引言:轻资产时代的设备革命2024年第二季度,全球工程机械巨头卡特彼勒的财报揭示了一个关键转变:其设备租赁收入首次超过直接销售收入,占比达53%。这一拐点不仅标志着企业设备获取方式的根本变革,更预示着在技术迭代加速、利率高企的背景下,租赁正从财务替代方案升级为企业的战略创新工具。当重资产可能成为创新包袱,设备租赁正在重新定义企业的运营弹性与竞争力边界。一、宏观变局:租赁市场的结构性机遇利率周期的...
Source Link引言:轻资产时代的设备革命2024年第二季度,全球工程机械巨头卡特彼勒的财报揭示了一个关键转变:其设备租赁收入首次超过直接销售收入,占比达53%。这一拐点不仅标志着企业设备获取方式的根本变革,更预示着在技术迭代加速、利率高企的背景下,租赁正从财务替代方案升级为企业的战略创新工具。当重资产可能成为创新包袱,设备租赁正在重新定义企业的运营弹性与竞争力边界。一、宏观变局:租赁市场的结构性机遇利率周期的...
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