大数据常常被用作营销利器，销售数据比销售产品更能创造价值。大数据不仅能在营销端实现，也在供应端形成产业变革、颠覆传统产业链的运作。大数据未来的方向不在于数据挖掘技术本身，而在于数据应用的商业化，从数据背后挖掘盈利模式将成为关键。
Author: yinghui
IBM大数据与分析全面登陆企业级云端市场Cloud Marketplace
12月8日消息，IBM公司(NYSE: IBM)近期宣布：将在IBM企业级云端市场Cloud marketplace提供全面的大数据与分析能力，包括Cognos商业智能能力、SPSS预测分析平台和最新发布的Watson Analytics。IBM云端市场作为在线的云创新的数字前沿，将 IBM、合作伙伴及第三方的“功能即服务”集中起来，提供企业需要的安全性和灵活性。
众所周知，数据已经成为企业获得竞争优势的新基础，云计算则通过推动业务创新日益成为企业实现增长的引擎。根据权威调研机构Gartner的研究，到2016年，新增的业务分析中，将有25%通过订阅云平台或应用服务的方式实现部署。
通过将IBM行业领先的分析能力引入云端，企业、开发者和个人将能够以数据驱动的方式支持每一项商业决策。使用IBM Watson Analytics等基于云的分析服务，每个个人都将拥有强大的分析能力，让他们无需求助数据专家，即可实现分析趋势，获得洞察并提升各类决策；企业可以快速使用基于云的分析解决方案获得的洞察，帮助企业实时服务创新，提升企业业绩，有效管理风险；开发者则可以实现报告等分析服务在IBM领先的云应用平台Bluemix中的应用。
在2014年10月举办的IBM Insight 2014大会上，IBM业务分析总经理Alistair Rennie表示：“IBM致力于为每个用户提供领先的分析能力，我们相信今天发布的这些基于云的服务以及IBM强大的数据提炼能力将会为整个行业带来改变。”
除了实现将IBM大数据与分析能力广泛应用与企业的私有云和混合云环境中，IBM还发布了5种加速解决方案，旨在帮助数据专家加速应对当今企业面临的最显著、最广泛的挑战：
客户洞察解决方案：增强对客户的洞察，以支持销售、营销和客户服务；提升用户获得率和保有率，实现交叉销售。
运营洞察解决方案：增强对资产状况和设备性能的洞察，优化运营、服务和供给等环节；实现预测性维护，改善供需预测并提高流程效率
安全与欺诈洞解决方案：增强态势感知能力并识别潜在的异常情况，以便对安全、欺诈和数据安全威胁做出更快响应；完善情报功能及预警能力，以减少欺诈、犯罪和数据失窃
风险与合规性洞察解决方案：增强对潜在风险的洞察，以更好地管理金融风险、运营风险及合规性；优化资金运用，最大限度减少损失，降低合规性成本
数据仓库现代化项目：使组织机构能够采集和保存更多元的信息，以更低的成本增强其分析能力；同时加速获得企业中产生的信息
该计划将为客户提供预先集成的软件解决方案和行业专业技术支持，使各行业的企业能够整合5种不同类型的数据洞察，提高市场表现。
IBM Cognos商业智能将于2015年第一季度登陆IBM云端市场，IBM SPSS Modeler也将于30天内在该市场上架。IBM同时也发布了可帮助组织高效利用可靠数据的新一代的云端数据服务。
Sandvik to shift to India and China, close European, American operations
Sandvik has announced a geographical shift, moving its global mining facilities from Euorpe and North America to India and China.
Sandvik Mining’s head of emerging market, Kobus Malan told The Hindu’s BusinessLine the company is relocating a number of its global mining equipment facilities from the US and Europe to India and China as part of its wider business two year re-organisation plan.
“A number of factories in Europe and USA are to be closed down. They were acquired during the 10-year long mining super cycle when chasing orders were a priority,” Malan said.
The main focus of this shift is in the coal mining space.
A Sandvik spokesperson told Australian Mining that these mining facility shifts are unlikely to affect Australian operations.
该制造商为明年在中国市场中的增长确定的目标是20%的增长，主要是由粉碎与筛选板块所驱动。
山特维克建筑公司称，公司在中国的销售明年预期有20%的增长。该富有挑战性的目标是山特维克建筑的总裁高定贵在2014年上海宝马展期间宣布的，该展会将在2014年11月25日至28日举办。
公司称，尽管中国总体建筑市场“平缓”，公司坚信其在2015年将通过在关键板块的拓展而实现20%的增长。
这些板块包括粉碎与筛选，在这个领域内，山特维克认为，在中国，小型的公司将消亡，而大型公司将获得拓展，另外还有表层钻探。一个增长板块是移动粉碎，在该领域，公司预计将获得很大拓展，再加上建筑材料回收再利用板块的增长。
山特维克全球市场总裁Greg Albert称，“中国的市场当前十分平缓，不是很糟糕，只是很平缓。我们现在将其视为我们的新常态，并在探索在此种市场条件下增长的办法。我们期望为客户提供解决方案，而不仅仅是一件件设备。”
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出售：Callide and Dartbrook coal mines for sale as Anglo targets cost savings
Anglo American’s Callide and Dartbrook coal mines are for sale as the miner announces a massive transformation that will see it shed 35 per cent of its workforce.
Chief of Anglo’s coal business Seamus French said the assets are “available for sale now,” in an investor presentation.
The company is also reviewing its coal operations in South Africa as part of the shakeup.
It comes as Anglo announced it would further reduce capital expenditure by $US500-800 million in 2014 and by up to $US1 billion in 2015 to $US5.2-5.5 billion.
By 2017 Anglo is targeting productivity to improve by 80%, with 35% fewer people, through growth and restructuring.
Chief executive of Anglo Mark Cutifani said the company had delivered on major commitments to shareholders.
The company said 71% of Anglo’s priority assets are now performing above plan versus just 21% in 2012.
It also said its coal unit costs in Australia had been cut by 21%, with longwall productivity up 120%.
2014 production guidance increased further for iron ore, met coal, thermal coal, copper and nickel, to enhance margins, Anglo said.
However Cutifani said further changes need to be made.
“We must be disciplined with our deployment of physical and financial resources to focus on those assets that will provide us with the greatest returns and potential upside,” he told investors.
“We are committed to maintaining a robust capital structure which balances long term business value growth with sustainable capital returns to shareholders.”
Anglo said due to falling commodity prices it will have to find an extra $US2 billion, on top of an earlier planned $US4 billion, to reach its 15% return on capital employed target for 2016.
“There is certainly no doubt that we don’t want to pull any punches,” Cutifani said.
“Prices are what they are. Our job is to adapt and continue to improve.
“We’re already outlining improvement programs two or three times more aggressive than our competitors. We’ve got to deliver what we said we’d do by 2016. That would mean 7 to 8% better than we were when we started.”
Anglo said its net debt is expected to peak in 2015 to between $US13.5 – 14 billion and said its dividend is expected to be funded by cashflow from 2016 onwards.
“Our revised operating model is delivering strong results and we are building on those foundations to complete the next phase of the transformation process in line with the strategic objectives for 2015,” Cutifani said.
BHP Billiton calls its new company South32
South32 is the name BHP Billiton has chosen to call its new company.
Under demerger plans, BHP will create a new company that will take its aluminium, manganese, nickel and silver assets.
The majority of South32’s assets are located in the southern hemisphere in Australia and South Africa which are linked by the thirty-second parallel south line of latitude.
The company’s new logo has also been revealed.
Graham Kerr, CEO elect of South32, said the naming was a “major step” for the company.
“Our heritage and the places in which we operate are an important part of our identity,” Kerr said.
“While South32 is grounded in the southern hemisphere, we will retain our global reach and ambition as we seek to exceed the expectations of a global shareholder base. “
South32’s head office will be located in Perth and the company is expected to inherit 25,000 employees.
The company will have a primary listing on the Australian Securities Exchange, a secondary listing on the Johannesburg Stock Exchange and a standard listing in London.
BHP shareholders will vote on the demerger plans in May
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The 2015 Metals Outlook Series: Nickel
The story of nickel is finally one of stability.
Since 2005 the metal has been wracked by skyrocketing highs and sharp declines that have caused massive job losses and uncertainty that has seen an exodus from the sector by many of the larger players.
Much of this was due to a fall in stainless steel demand, working inversely to the growing demand for construction steel.
IBISWorld put it succinctly: “Nickel prices, having reached unprecedented highs prior to the global financial crisis, plummeted as global economic growth slumped in subsequent years.”
And while the future is slated to be better, a swift and strong recovery is not forecast.
Earlier this year the metal reached a two year high in May, but since that time has reversed its gains, falling 27 per cent.
Much of this spike was based on Indonesia’s implementation of a ban on unrefined nickel being exported, with prices surging 56 per cent at the time, however the fall came quickly due to the likelihood of current global supply more than meeting the hole left by the Indonesian ban.
BHP’s attempts to sell off its Nickel West assets exemplified the confused nature of the sector.
While the miner saw the assets as valuable enough to retain during its greater demerger earlier this year, it did not see them as vital enough to keep within its mix.
Instead the miner attempted to sell off the various mines and smelter assets in Western Australia, and while there were plenty of alleged approaches for the suite from other majors such as Glencore and X2 Resources, BHP could not find a buyer and has now been left with the assets.
However the future is now looking more stable for nickel.
As opposed to the volatile movements seen earlier this century, there will finally be some stability ahead.
And much of this is due to the decline in the Australian dollar.
According to IBISWorld “trends in US dollar nickel prices, the value of the Australian dollar and in the volume of nickel production will continue to drive industry performance during the five years through 2018/19”.
Speaking to David McCombe, BNP Paribas managing director energy and natural resources investment banking Asia-Pacific, he told Australian Mining there is likely to be a net deficit in the metal moving out which will drive the price up.
“In 2015 we expect the price to sit around the mid US$18 000 mark, and then it will slowly move up to approximately US$19 000 by 2019,” he said.
Perth based Alto Capital ex-pects the price to hit approximately US$20 000 per tonne next year.
The price expectation is more than 11 per cent higher than the average US$18 000 evident in the sector so far in calendar 2014 – with Perth-based Alto Capital research analyst, Carey Smith, saying returns could go even higher due to pressure from the greenback.
“By next year, I expect that the Australian dollar will be trading around the range of 85-87c to the US dollar on average and that will be a bonus for Australian nickel producers,” Smith said.
“That exchange market environment can potentially add another 20 per cent in Aussie dollar terms to revenue for producers, so the outlook for nickel not only looks pretty rosy at the moment but continues to hold firm for the long-term,” he said.
There also positive trends predicted ahead, with IBISWorld stating “new firms are expected to enter the industry seeking new nickel resources”.
However “a dose of realism is also needed and while there is always pressure to unearth the next big discovery, our junior explorers have time on their side – particularly if they are venturing into Western Australia’s Fraser Range,” Smith said.
“While Sirius Resources ignited that region when it struck nickel sulphide mineralisation at Nova just over two years ago, Fraser Range is still a very fresh nickel province and we should not expect the Sirius success to be replicated in any sort of hurry.
“Two years in a whole new province isn’t a long time to get to understand its geology and my sense is that nickel explorers already in or planning to enter the province have a two-year window or so in order to make the level of discoveries that can keep market sentiment interested in both nickel, and the Fraser Range.”
Smith noted that some Aus-tralian explorers are seeking opportunities away from Australia but nickel-minded players did not need to look much further than Western Australia.
Australian Nickel Conference Convenor, Bill Repard, said the nickel sector had been energised this year, partly by speculation about how rapidly China was depleting its 2013 ore stockpile of 25 million tonnes, and similar speculation on when and if the Philippines would follow Indonesia’s path and impose export bans on unprocessed nickel ore.
“Currently, there are no new large-scale nickel projects coming on stream and existing or mooted export bans will only add to the pace at which supply and demand pressures must invariably spike a price rise,” Repard said.
But a strong recovery is not on the cards.
“Nickel prices are forecast to bottom out in 2014/15 and remain low through 2018/19,” IBISWorld said.
Western Areas CFO Joe Belladonna pointed to next year as the pinch point for the metal, in particular quality nickel sulphides, which will force the industry to focus on new technological innovations if it is to remain viable.
In the previous 2013/14 period nickel revenues saw a decline of 6.9 per cent, which was an improvement on the previous period’s recorded 19.7 per cent decline.
The shrinking of the sector is predicted to slow again in the 2014/15 period to only 3.9 per cent before it records its first positive movement since 2010/11, registering a 2.1 per cent improvement in 2015/16.
This upwards trend will continue for the next few years, with a 3.3 per cent increase in 2016/17, a 4.7 per cent increase in 2017/18, and a larger 6.3 per cent increase in revenues in 2018/19.