胖东来你学不来
Pangdonglai: A Model You Cannot Copy
小马宋
认证作者 Lv.3关注Xiao MasongVerified Author Lv.3Follow本文来自微信公众号：小马宋，作者：小马宋
From WeChat official account: Xiao Masong, by Xiao Masong
就在前几天，在胖东来创始人于东来宣布“退休”之后不久，胖东来宣布了一份“资产分配”方案。
A few days ago, shortly after Pangdonglai founder Yu Donglai announced his "retirement," the company unveiled a "profit distribution" plan.
这份资产分配方案，让胖东来的社会口碑进一步高涨，东来哥，这位河南的企业家，已经被社会民众封神。
This asset-allocation plan further boosted Pangdonglai's public reputation. "Brother Donglai," the Henan entrepreneur, is now practically deified by the public.
不过，对这份分配方案，由于许多媒体的层层转发，信息已经有点扭曲了，其实很多人没有搞清楚真实的意思。
However, because of层层 forwarding by media, the details have become somewhat distorted—many people haven't grasped the true meaning.
我捋了捋细节，也写一写我个人的一些看法。
I sorted out the specifics and would like to share my personal views.
1、网上很多媒体的标题是胖东来店长每人分到2000万。这个说法是不准确的，准确的说法应该是，按照胖东来目前37.93亿的资产，给员工分配了分红权。
1. Many online headlines claimed each Pangdonglai store manager received 20 million RMB. That's inaccurate. The precise statement: based on Pangdonglai's current assets of 3.793 billion RMB, employees were allocated dividend rights.
就是说，胖东来以今天的37.93亿资产为参考基数，相当于每个店长分到了2000万股份，而且是分红股份，不是真实股权。公司实际股权还是由于东来家族100%控股，包括于东来本人以及他的妻子和弟弟等。
That is, using today's 3.793 billion assets as the baseline, it's equivalent to each store manager receiving 20 million in "dividend shares"—not actual equity. The real equity remains 100% held by the Yu family, including Yu Donglai, his wife and brother, etc.
未来每个分到分红股权的员工，可以按照这个分红股比例来进行年终分红。
In the future, employees with such dividend shares will receive year-end bonuses according to this proportion.
2、当然这个也不是全部分红给到员工，胖东来每年是把50%分红权给了员工，另外50%权益归股东所有。
2. Of course, not all dividends go to employees: Pangdonglai grants 50% of dividend rights to employees, while the other 50% belongs to shareholders.
至于将来东来哥是不是会把自己的这部分权益分给员工，这个他自己有处决权，但今天的条款约定是这样的。并不是全部都分给了员工，有些短视频的标题有点一惊一乍，说全部分给了员工，这是不准确的。
Whether Brother Donglai will give his portion to employees in the future is his own decision, but current terms are as stated. Not everything is given to employees; some short videos exaggerate that it's all handed over—that's inaccurate.
3、一直以来，于东来一直以“厚待员工、舍得分钱”为人称道。过去，胖东来公司每年的净利润有一半拿出来跟员工们分，每人每周工作不能超过40个小时。员工按时休息，强迫休年假，必须去长途旅行。
3. Yu Donglai has always been praised for treating employees generously and sharing profits. In the past, half of Pangdonglai's annual net profit was distributed among employees; each person works no more than 40 hours per week. Employees rest on time, are forced to take annual leave, and must go on long trips.
当我们说胖东来福利好的时候，不能忘记，胖东来其实对员工也是有很多要求的，这是我们在讲胖东来时会忽略的一点。比如，胖东来对员工家庭生活都有要求，家里垃圾不能长期堆放，家庭环境要保持整洁卫生，员工要拍照打卡家里的环境，员工不能留长指甲等等。员工的工作态度和质量也是被严格考核的。
When we talk about Pangdonglai's great benefits, we mustn't forget it also imposes many demands—an aspect often overlooked. For instance, employees' home lives are regulated: garbage cannot pile up, the home must be kept tidy, employees must take photos to document their home environment, they cannot keep long fingernails, etc. Work attitude and quality are also strictly assessed.
如果不是胖东来的规定，而是某个其他公司老板要求员工给自己家庭环境拍照打卡，我估计，很多人会“出来整顿职场了”：这老板是不是管得太宽了？
If it were some other company's boss demanding employees clock in with photos of their home, many would probably "rebel against the workplace"—isn't the boss overreaching?
但在胖东来这里，因为老板的大度，这种“爹味”就被原谅了。这可以被理解成对员工身心健康的父爱式关爱。
But at Pangdonglai, because the boss is so generous, this "fatherly tone" is forgiven. It can be understood as paternalistic care for employees' physical and mental health.
4、于东来有着中国古代乡绅式的治理思想，他为员工负责，也负责管理员工的方方面面。
4. Yu Donglai's governance philosophy resembles that of ancient Chinese country gentry: he takes responsibility for employees and manages every aspect of their lives.
5、《左传・襄公二十四年》：“太上有立德，其次有立功，其次有立言，虽久不废，此之谓不朽。”
5. Zuo Zhuan · Duke Xiang, 24th year: "The highest is to establish virtue, next to establish merit, next to establish words—though time passes, they are not abandoned. This is called immortality."
中国读书人向来有所谓“三不朽”：***的是树立德行，其次是建功立业，再其次是创立学说。
Chinese literati traditionally speak of the "three immortalities": highest is virtue, next is achievement, and next is doctrine.
于东来个人不贪财，爱护员工，宣扬幸福的价值观，不内卷，这是立德。虽然没有著书，但他的价值观和说过的很多话一直在网上流传，这就是立言了。
Yu Donglai personally is not greedy, cares for employees, promotes happiness values, rejects involution—this is establishing virtue. Though he hasn't written books, his values and sayings circulate online—that's establishing words.
胖东来虽然不是特大的企业，但它成为中国商业历史上的一个奇迹也不为过，胖东来周边三公里，据说为成为“超市坟场”。它为了让同行有存活空间，每周二停业休息。这种经营能力和成果，也可以称之为立功了。
Though Pangdonglai isn't a giant corporation, it's a miracle in Chinese business history. Within three kilometers, it's said to be a "supermarket graveyard." It closes every Tuesday to give competitors room to survive. This operational capability can be called establishing merit.
6、为什么说胖东来你学不来呢？
6. So why can't you copy Pangdonglai?
因为这个要求太高了，太反人性了。人性的基本个性就是贪财。胖东来之所以被称赞，就是它愿意分钱，而之所以分钱被称赞，那就是因为人人都爱钱。如果人人不爱钱，那分钱怎么会被称赞呢？
Because the requirements are too high, too counter‑human nature. The basic human trait is greed. Pangdonglai is praised precisely because it's willing to share money—and that's praised because everyone loves money. If no one loved money, why would sharing be praised?
如果人人都喜欢劳动，那拼命让员工干活就会被称赞。但不是，人性的特点就是不喜欢干活，喜欢拿钱，所以胖东来的老板分钱大方，还要求员工少干活。
If everyone loved labor, then driving employees to work hard would be praised. But that's not the case; humans dislike working and like receiving money. So Pangdonglai's boss generously shares money and asks employees to work less.
因为胖东来顺应了这个人性，所以被称赞。
Pangdonglai aligns with this human nature, hence the praise.
7、当然我还有一个疑问。如果今天都把分红股权确认了，那将来胖东来要不要扩张？要不要增加员工，未来的员工分红权会有吗？将来是一年一变动，还是怎么样？退休后还能分红吗？这些细节我不得而知。
7. I still have a question. If dividend shares are fixed now, will Pangdonglai expand? Will new employees receive dividend rights? Will it be adjusted annually? Can retirees still get dividends? I don't know these details.
所以，我们对99.999%的企业，没办法按照胖东来的要求做咨询和战略设计。我们做咨询，也只能基于最普遍的人性，对企业家提出建议，来提升企业的效率和营销回报。
Therefore, for 99.999% of enterprises, we can't design strategies based on Pangdonglai's standards. Consulting can only rely on universal human nature to advise entrepreneurs to improve efficiency and marketing returns.
海底捞你学不会，胖东来你学不来，稻盛和夫也是。只有心中有大爱，才有这种境界和成就。
Haidilao you can't learn; Pangdonglai you can't copy; Kazuo Inamori likewise. Only those with great love in their hearts can reach such a realm.
频道: 社会文化
Channel: Society & Culture
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