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Chinggggg

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- ChingggggChinggggg
  ·2022-04-17
  $Orphazyme A S(ORPHY)$Hahahahah
  6.06K Comment
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- ChingggggChinggggg
  ·2022-04-17
  $富途控股(FUTU)$Hahahahah
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- ChingggggChinggggg
  ·2022-04-17
  $黑莓(BB)$Hahahaha
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- ChingggggChinggggg
  ·2022-04-17
  $Alfi Inc.(ALF)$Hahaha
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- ChingggggChinggggg
  ·2022-04-09
  $Orphazyme A S(ORPHY)$😭
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- ChingggggChinggggg
  ·2021-06-23
  up up up up hohoho
  Pre-market: The three major stock index futures rose collectively, and blockchain concepts rebounded.
  6月23日（周三），美股三大指数期货集体上涨，道指期货涨幅居前。今日，美国将公布6月Markit制造业、服务业和综合PMI，投资者可从中了解美国经济复苏势头状况。另外，联邦公开市场委员会(FOMC)委
  Pre-market: The three major stock index futures rose collectively, and blockchain concepts rebounded.
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- ChingggggChinggggg
  ·2021-05-24
  whao
  Lao Zuo is Beike's biggest product manager.
  谁是老左的接班人？表面看，这是一个业务问题，其实更是一个情怀之问，事关一个未来的承诺。答案在今日下午揭晓。41岁的贝壳CEO、执行董事彭永东，众望所归，被选举担任贝壳找房的新任董事长兼CEO。同时
  Lao Zuo is Beike's biggest product manager.
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- ChingggggChinggggg
  ·2021-05-24
  wah
  Lei Jun and Yu Chengdong, old rivals, battle it out in a new battlefield for automobiles.
  华为“战神”余承东，又换岗位了。5月18日，华为内部发文进行多项人事调整，免去余承东华为云CEO职位，改任智能汽车解决方案BU CEO，原消费者BG CEO职务不变。一纸通告，正式宣布余承东掌管智能汽
  Lei Jun and Yu Chengdong, old rivals, battle it out in a new battlefield for automobiles.
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- ChingggggChinggggg
  ·2021-04-29
  ???whao
  Sorry, this post has been deleted
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- ChingggggChinggggg
  ·2021-04-29
  ??????
  Sorry, this post has been deleted
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href=\"https://ttm.financial/S/ORPHY\">$Orphazyme A S(ORPHY)$</a>Hahahahah","listText":"<a href=\"https://ttm.financial/S/ORPHY\">$Orphazyme A S(ORPHY)$</a>Hahahahah","text":"$Orphazyme A S(ORPHY)$Hahahahah","images":[{"img":"https://community-static.tradeup.com/news/c8c29e20c9c0047738d5a90c4faf80fb","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9081315065","isVote":1,"tweetType":1,"viewCount":6062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9081312765,"gmtCreate":1650196932646,"gmtModify":1676534667001,"author":{"id":"3572570936484679","authorId":"3572570936484679","name":"Chinggggg","avatar":"https://static.tigerbbs.com/316f475903bd4cbea7ab48dd56d9c1c4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572570936484679","authorIdStr":"3572570936484679"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/FUTU\">$富途控股(FUTU)$</a>Hahahahah","listText":"<a href=\"https://ttm.financial/S/FUTU\">$富途控股(FUTU)$</a>Hahahahah","text":"$富途控股(FUTU)$Hahahahah","images":[{"img":"https://community-static.tradeup.com/news/f3fd47770fdc7745ae77050d23835371","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081312765","isVote":1,"tweetType":1,"viewCount":4315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9081312450,"gmtCreate":1650196918449,"gmtModify":1676534667009,"author":{"id":"3572570936484679","authorId":"3572570936484679","name":"Chinggggg","avatar":"https://static.tigerbbs.com/316f475903bd4cbea7ab48dd56d9c1c4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572570936484679","authorIdStr":"3572570936484679"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BB\">$黑莓(BB)$</a>Hahahaha","listText":"<a href=\"https://ttm.financial/S/BB\">$黑莓(BB)$</a>Hahahaha","text":"$黑莓(BB)$Hahahaha","images":[{"img":"https://community-static.tradeup.com/news/f4647e2308a45b61034a6182cd50d6f0","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081312450","isVote":1,"tweetType":1,"viewCount":4048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9081312530,"gmtCreate":1650196895866,"gmtModify":1676534667001,"author":{"id":"3572570936484679","authorId":"3572570936484679","name":"Chinggggg","avatar":"https://static.tigerbbs.com/316f475903bd4cbea7ab48dd56d9c1c4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572570936484679","authorIdStr":"3572570936484679"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ALF\">$Alfi Inc.(ALF)$</a>Hahaha","listText":"<a href=\"https://ttm.financial/S/ALF\">$Alfi Inc.(ALF)$</a>Hahaha","text":"$Alfi Inc.(ALF)$Hahaha","images":[{"img":"https://community-static.tradeup.com/news/87b3106f850e440fc7d1f57c216e77c8","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081312530","isVote":1,"tweetType":1,"viewCount":5510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9015658571,"gmtCreate":1649476061311,"gmtModify":1676534518890,"author":{"id":"3572570936484679","authorId":"3572570936484679","name":"Chinggggg","avatar":"https://static.tigerbbs.com/316f475903bd4cbea7ab48dd56d9c1c4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572570936484679","authorIdStr":"3572570936484679"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ORPHY\">$Orphazyme A S(ORPHY)$</a>😭","listText":"<a href=\"https://ttm.financial/S/ORPHY\">$Orphazyme A S(ORPHY)$</a>😭","text":"$Orphazyme A S(ORPHY)$😭","images":[{"img":"https://community-static.tradeup.com/news/de17c6cd7b5036b1080029789a3d8b96","width":"1125","height":"2436"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015658571","isVote":1,"tweetType":1,"viewCount":3704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":121360468,"gmtCreate":1624454240654,"gmtModify":1703837147901,"author":{"id":"3572570936484679","authorId":"3572570936484679","name":"Chinggggg","avatar":"https://static.tigerbbs.com/316f475903bd4cbea7ab48dd56d9c1c4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572570936484679","authorIdStr":"3572570936484679"},"themes":[],"title":"","htmlText":"up up up up hohoho","listText":"up up up up hohoho","text":"up up up up hohoho","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121360468","repostId":"1102688637","repostType":4,"repost":{"id":"1102688637","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624449865,"share":"https://ttm.financial/m/news/1102688637?lang=en_US&edition=fundamental","pubTime":"2021-06-23 20:04","market":"us","language":"zh","title":"Pre-market: The three major stock index futures rose collectively, and blockchain concepts rebounded.","url":"https://stock-news.laohu8.com/highlight/detail?id=1102688637","media":"老虎资讯综合","summary":"6月23日（周三），美股三大指数期货集体上涨，道指期货涨幅居前。今日，美国将公布6月Markit制造业、服务业和综合PMI，投资者可从中了解美国经济复苏势头状况。另外，联邦公开市场委员会(FOMC)委","content":"<p>On Wednesday, June 23, futures for the three major U.S. stock indexes rose collectively, with Dow Jones Industrial Average futures leading the gains. Today, the U.S. will release its June Markit manufacturing, services, and composite PMIs, allowing investors to understand the momentum of the U.S. economic recovery. In addition, Federal Open Market Committee (FOMC) members Michelle Bowman, Eric Rosengren, and Raphael Bostic will deliver speeches.</p><p><img src=\"https://static.tigerbbs.com/4965e98a5db6465f0465b6b52e84211a\" tg-width=\"703\" tg-height=\"258\" referrerpolicy=\"no-referrer\"></p><p><b>Pre-market trend of Chinese concept stocks</b></p><p><a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>It rose 4.4% in pre-market trading. According to Hong Kong Stock Exchange documents, XPeng Automotive has passed the Hong Kong Stock Exchange's listing XPeng Automobile's Hong Kong listing is a \"dual primary listing,\" marking the first time in three years that a major Chinese concept stock has been listed in both Hong Kong and the United States. Unlike other Chinese concept stocks that are \"secondarily listed\" on the Hong Kong Stock Exchange and cannot be accessed through the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect, XPeng Automobile's Hong Kong IPO will return to the Hong Kong Stock Exchange through a \"dual main listing\" method, which can meet the access conditions of the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect, making it easier for A-share investors to invest through the Hong Kong Stock Connect and activate stock trading.</p><p>At the same time,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It rose more than 2% in pre-market trading.</p><p>\"Truck version of Didi\"<a href=\"https://laohu8.com/S/YMM\">Manbang</a>The group fell more than 4% in pre-market trading. Full Truck Alliance (Manbang) officially listed on the New York Stock Exchange yesterday, closing up 13% on its first day of trading, with its market capitalization exceeding $23 billion.</p><p><a href=\"https://laohu8.com/S/CD\">Qinhuai Data</a>It rose nearly 7% in pre-market trading after announcing a strategic partnership with Tencent.</p><p><a href=\"https://laohu8.com/S/ZKIN\">Zhengkang International Group</a>It rose 6.4% in pre-market trading after announcing plans to expand its business in Europe and North America.</p><p>Blockchain concept stocks rose in pre-market trading.<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>It rose nearly 5%.<a href=\"https://laohu8.com/S/NCTY\">Ninth City</a>Up 3.91%<a href=\"https://laohu8.com/S/EBON\">Ebang International</a>It rose 2.62%.</p><p><b>Important US stocks</b></p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose 1.55% in pre-market trading. Tesla recently announced that it will recall some imported Model 3 models in China. Foreign media reports indicate that, according to a statement obtained from the company, Tesla claims the recall is unrelated to brake failure.</p><p><a href=\"https://laohu8.com/S/BRK.B\">Berkshire B</a>It fell 0.01% in pre-market trading. Buffett will distribute $4.1 billion worth of Berkshire Hathaway stock. Buffett stated that \"the promise to distribute all Berkshire Hathaway shares is slowly being fulfilled, and the tax breaks are important to many people.\"</p><p>Canadian biopharmaceutical companies<a href=\"https://laohu8.com/S/ACST\">Acasti Pharma</a>The stock surged 30% in pre-market trading, with loss per share for fiscal year 2021 narrowing year-on-year.</p><p>Specialist Pharmaceutical<a href=\"https://laohu8.com/S/TENX\">Tenax Therapeutics</a>The stock rose more than 12% in pre-market trading, and will officially join the Russell Microstock Index on June 28.</p><p>Digital advertising management platform ALFI fell more than 16% in pre-market trading after the company announced a $2 million share buyback yesterday, closing up 108%.</p><p>Clinical stage biopharmaceutical companies<a href=\"https://laohu8.com/S/MLND\">Millendo Therapeutics</a>It fell nearly 14% in pre-market trading after announcing that its merger with Tempest Therapeutics had been approved and would begin trading as \"TPST\" on Friday.</p><p><b>Commodities</b></p><p>International oil prices fluctuated and rose. Previous industry data showed that U.S. crude oil inventories fell more than expected, reinforcing the view that road and air travel in Europe and North America is heating up and the supply and demand balance is tightening.</p><p>As of press time, WTI crude oil futures were trading at $73.62 per barrel, down 1.06%. Brent crude oil futures were trading at $75.61 a barrel, down 1.07%.</p><p><img src=\"https://static.tigerbbs.com/5c3c03c94c894c65f9e21f3c119c2fed\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>International gold prices rebounded. Federal Reserve Chairman Jerome Powell pledged to keep interest rates near zero for some time and not to rate hike too quickly based solely on fears of rising short-term inflation.</p><p>As of press time, gold futures in the New York market were trading at $1,786.70 per ounce, up 0.52%.</p><p><img src=\"https://static.tigerbbs.com/14dacce7e1bd4143c7a8e3e1e744bb87\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-market: The three major stock index futures rose collectively, and blockchain concepts rebounded.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-market: The three major stock index futures rose collectively, and blockchain concepts rebounded.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-23 20:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On Wednesday, June 23, futures for the three major U.S. stock indexes rose collectively, with Dow Jones Industrial Average futures leading the gains. Today, the U.S. will release its June Markit manufacturing, services, and composite PMIs, allowing investors to understand the momentum of the U.S. economic recovery. In addition, Federal Open Market Committee (FOMC) members Michelle Bowman, Eric Rosengren, and Raphael Bostic will deliver speeches.</p><p><img src=\"https://static.tigerbbs.com/4965e98a5db6465f0465b6b52e84211a\" tg-width=\"703\" tg-height=\"258\" referrerpolicy=\"no-referrer\"></p><p><b>Pre-market trend of Chinese concept stocks</b></p><p><a href=\"https://laohu8.com/S/XPEV\">XPeng Automotive</a>It rose 4.4% in pre-market trading. According to Hong Kong Stock Exchange documents, XPeng Automotive has passed the Hong Kong Stock Exchange's listing XPeng Automobile's Hong Kong listing is a \"dual primary listing,\" marking the first time in three years that a major Chinese concept stock has been listed in both Hong Kong and the United States. Unlike other Chinese concept stocks that are \"secondarily listed\" on the Hong Kong Stock Exchange and cannot be accessed through the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect, XPeng Automobile's Hong Kong IPO will return to the Hong Kong Stock Exchange through a \"dual main listing\" method, which can meet the access conditions of the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect, making it easier for A-share investors to invest through the Hong Kong Stock Connect and activate stock trading.</p><p>At the same time,<a href=\"https://laohu8.com/S/NIO\">Nio</a>、<a href=\"https://laohu8.com/S/LI\">Li Auto</a>It rose more than 2% in pre-market trading.</p><p>\"Truck version of Didi\"<a href=\"https://laohu8.com/S/YMM\">Manbang</a>The group fell more than 4% in pre-market trading. Full Truck Alliance (Manbang) officially listed on the New York Stock Exchange yesterday, closing up 13% on its first day of trading, with its market capitalization exceeding $23 billion.</p><p><a href=\"https://laohu8.com/S/CD\">Qinhuai Data</a>It rose nearly 7% in pre-market trading after announcing a strategic partnership with Tencent.</p><p><a href=\"https://laohu8.com/S/ZKIN\">Zhengkang International Group</a>It rose 6.4% in pre-market trading after announcing plans to expand its business in Europe and North America.</p><p>Blockchain concept stocks rose in pre-market trading.<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>It rose nearly 5%.<a href=\"https://laohu8.com/S/NCTY\">Ninth City</a>Up 3.91%<a href=\"https://laohu8.com/S/EBON\">Ebang International</a>It rose 2.62%.</p><p><b>Important US stocks</b></p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose 1.55% in pre-market trading. Tesla recently announced that it will recall some imported Model 3 models in China. Foreign media reports indicate that, according to a statement obtained from the company, Tesla claims the recall is unrelated to brake failure.</p><p><a href=\"https://laohu8.com/S/BRK.B\">Berkshire B</a>It fell 0.01% in pre-market trading. Buffett will distribute $4.1 billion worth of Berkshire Hathaway stock. Buffett stated that \"the promise to distribute all Berkshire Hathaway shares is slowly being fulfilled, and the tax breaks are important to many people.\"</p><p>Canadian biopharmaceutical companies<a href=\"https://laohu8.com/S/ACST\">Acasti Pharma</a>The stock surged 30% in pre-market trading, with loss per share for fiscal year 2021 narrowing year-on-year.</p><p>Specialist Pharmaceutical<a href=\"https://laohu8.com/S/TENX\">Tenax Therapeutics</a>The stock rose more than 12% in pre-market trading, and will officially join the Russell Microstock Index on June 28.</p><p>Digital advertising management platform ALFI fell more than 16% in pre-market trading after the company announced a $2 million share buyback yesterday, closing up 108%.</p><p>Clinical stage biopharmaceutical companies<a href=\"https://laohu8.com/S/MLND\">Millendo Therapeutics</a>It fell nearly 14% in pre-market trading after announcing that its merger with Tempest Therapeutics had been approved and would begin trading as \"TPST\" on Friday.</p><p><b>Commodities</b></p><p>International oil prices fluctuated and rose. Previous industry data showed that U.S. crude oil inventories fell more than expected, reinforcing the view that road and air travel in Europe and North America is heating up and the supply and demand balance is tightening.</p><p>As of press time, WTI crude oil futures were trading at $73.62 per barrel, down 1.06%. Brent crude oil futures were trading at $75.61 a barrel, down 1.07%.</p><p><img src=\"https://static.tigerbbs.com/5c3c03c94c894c65f9e21f3c119c2fed\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>International gold prices rebounded. Federal Reserve Chairman Jerome Powell pledged to keep interest rates near zero for some time and not to rate hike too quickly based solely on fears of rising short-term inflation.</p><p>As of press time, gold futures in the New York market were trading at $1,786.70 per ounce, up 0.52%.</p><p><img src=\"https://static.tigerbbs.com/14dacce7e1bd4143c7a8e3e1e744bb87\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102688637","content_text":"6月23日（周三），美股三大指数期货集体上涨，道指期货涨幅居前。今日，美国将公布6月Markit制造业、服务业和综合PMI，投资者可从中了解美国经济复苏势头状况。另外，联邦公开市场委员会(FOMC)委员鲍曼(Michelle Bowman)、罗森格伦(Eric Rosengren)和博斯蒂克(Raphael Bostic)将发表讲话。\n\n中概股盘前走势\n小鹏汽车盘前涨4.4%。据港交所文件，小鹏汽车通过港交所上市聆讯。小鹏汽车本次港股上市为“双重主要上市”，也是三年内首个香港、美国两地重大中概股双重上市。与其他港股“二次上市”的中概股无法通过沪港通、深港通接入不同，小鹏汽车本次港股IPO将以“双重主要上市”方式回归港股，可满足沪港通和深港通的接入条件，便于A股投资者借助港股通投资，活跃股票成交。\n同时，蔚来、理想汽车盘前涨超2%。\n“货车版滴滴”满帮集团盘前跌超4%。满帮集团昨天正式登陆纽交所，上市首日收涨13%，市值突破230亿美元。\n秦淮数据盘前涨近7%，此前宣布与腾讯达成战略合作。\n正康国际集团盘前涨6.4%，此前宣布将在欧洲和北美扩张业务。\n区块链概念盘前走高，嘉楠科技涨近5%，第九城市涨3.91%，亿邦国际涨2.62%。\n重要美股\n特斯拉盘前涨1.55%。特斯拉近期宣布，该公司将在中国召回部分进口Model 3车型。 外媒报道称，根据获得的一份该公司声明中显示，特斯拉称此次召回与刹车失灵无关。\n伯克希尔B盘前跌0.01%。巴菲特将派发价值41亿美元的伯克希尔哈撒韦公司股票。巴菲特表示“正在慢慢实现派发所有伯克希尔哈撒韦的股票这一承诺，税收减免对很多人来说都很重要”。\n加拿大生物制药公司Acasti Pharma盘前大涨30%，2021财年每股亏损同比缩小。\n专科制药公司Tenax Therapeutics盘前涨超12%，该股将在6月28日正式加入罗素微股指数。\n数字广告管理平台ALFI盘前跌超16%，昨日公司宣布回购200万美元股票，收涨108%。\n临床阶段生物制药公司Millendo Therapeutics盘前跌近14%，此前宣布与Tempest Therapeutics的合并获批，将在周五开始以“TPST”交易。\n大宗商品\n国际油价震荡走高。此前行业数据显示美国原油库存降幅大于预期，强化了欧洲和北美公路和航空旅行升温，供求平衡趋紧的观点。\n截至发稿，WTI原油期货价格报73.62美元/桶，跌幅1.06%；布伦特原油期货价格报75.61美元/桶，跌幅1.07%。\n\n国际金价反弹。美联储主席鲍威尔承诺在一段时间内将利率维持在接近零的水平，不会仅仅基于对短期通胀上升的恐惧而过快加息。\n截至发稿，纽约市场黄金期货价格报1786.70美元/盎司，涨幅0.52%。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131561423,"gmtCreate":1621867797162,"gmtModify":1704363612960,"author":{"id":"3572570936484679","authorId":"3572570936484679","name":"Chinggggg","avatar":"https://static.tigerbbs.com/316f475903bd4cbea7ab48dd56d9c1c4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572570936484679","authorIdStr":"3572570936484679"},"themes":[],"title":"","htmlText":"whao","listText":"whao","text":"whao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/131561423","repostId":"2137275153","repostType":4,"repost":{"id":"2137275153","kind":"news","pubTimestamp":1621867092,"share":"https://ttm.financial/m/news/2137275153?lang=en_US&edition=fundamental","pubTime":"2021-05-24 22:38","market":"us","language":"zh","title":"Lao Zuo is Beike's biggest product manager.","url":"https://stock-news.laohu8.com/highlight/detail?id=2137275153","media":"一勺言","summary":"谁是老左的接班人？\n表面看，这是一个业务问题，其实更是一个情怀之问，事关一个未来的承诺。\n答案在今日下午揭晓。41岁的贝壳CEO、执行董事彭永东，众望所归，被选举担任贝壳找房的新任董事长兼CEO。同时","content":"<p>Who is Lao Zuo's successor?</p><p>On the surface, this may seem like a business issue, but it's actually a matter of sentiment, a commitment to the future.</p><p>The answer will be revealed this afternoon. Peng Yongdong, 41, CEO and executive director of Beike, has been elected as the new chairman and CEO of Beike Zhaofang, as expected. Meanwhile, Beike's board of directors added a new executive director, Xu Wangang, the 55-year-old COO of Beike.</p><p>Peng Yongdong joined Lianjia in 2010 and has served for more than 10 years. Peng previously worked at<a href=\"https://laohu8.com/S/IBM\">IBM</a>He served as a senior consultant for strategy and transformation. During his time serving Lianjia, he recruited Lao Zuo to join Lianjia and led Lianjia's key eight-year leap towards online and platform-based development. Before its IPO, he was a co-founder of Beike.</p><p>Xu Wangang, known as Forrest Gump, previously served as the general manager of Lianjia Chengdu and the head of Beike's western region. He is currently responsible for Beike's daily operations. Xu was one of Lianjia's biggest talent acquisitions during its mergers and acquisitions in 2015. He was formerly the chairman of Chengdu Yicheng Real Estate. In 2015, Chengdu Yicheng and Chengdu Lianjia merged to form the new Chengdu Lianjia. Xu Wangang thus entered the Lianjia system and subsequently joined the senior management team of Beike, where he enjoyed a good internal reputation.</p><p>At the board meeting of Beike Zhaofang held in the afternoon, Lao Zuo, who had already passed away, was posthumously appointed as the honorary chairman of Beike for life. Given his unsurpassed spiritual leadership position at Beike, there is no doubt that his industry philosophy will continue to project a huge influence on the future of Beike Zhaofang.</p><p>In the governance of Chinese commercial companies, the founder is a crucial X factor. In most cases, he almost completely determines the background, path, and fate of a company. Therefore, the issue of succession is considered one of the most sensitive topics in Chinese business besides the relationship between government and business. It directly touches the softest part of a large company, and most business leaders cannot escape it.</p><p>To make matters worse, out of respect and taboo for the founders themselves, the topic of succession is a taboo subject for most Chinese companies. People don't easily discuss it publicly, but it doesn't disappear just because no one discusses it. On the contrary, its shadow continues to loom over everyone.</p><p>However, Lao Zuo and the seashell he founded are a huge exception.</p><p><img src=\"https://static.tigerbbs.com/419f665c5746b476ccc6f5077a66b05d\" tg-width=\"550\" tg-height=\"571\" referrerpolicy=\"no-referrer\"></p><p><h2></h2>Several years before his death, Lao Zuo had already entrusted Beike's future to a highly capable super management team. We can clearly see that it exhibits several distinct characteristics:</p><p>1. CEO Peng Yongdong, with his cross-industry background, takes center stage;</p><p>2. The collective leadership of the \"small class committee\" and the trust of a back-to-back relationship;</p><p>3. Industrial internet talents and real estate brokerage veterans complement each other perfectly;</p><p>4. The headquarters has strong technical genes and rich experience in frontline combat;</p><p>5. In the small class committee, more than half of the management team is a talent \"trophy\" that Lianjia obtained from peer mergers and acquisitions and services.</p><p>More importantly, this power system operated well for several years under the background that Lao Zuo had basically stopped managing the business during his lifetime. He led Beike to complete its platform transformation and listing in just over two years. In the third year after Beike's birth, under Peng's direct command, it began to exert its efforts in the second growth curve. At the end of the curve were three huge battlefields that were more non-standard, more \"difficult but correct\": home decoration, home furnishing, and home services.</p><p>On the morning of May 24, a farewell memorial service for Lao Zuo was held in Beijing. In the past few days, there have been many condolences from all walks of life. Judging solely by the sorrow and glory behind the entrepreneur's death, such humanitarian treatment is rare.</p><p>For the past few days, based on my personal experience, people may be concerned about \"who will succeed Lao Zuo,\" but almost no one really thinks that the future of Beike, the company behind Lao Zuo, will become an uncertain business story.</p><p>This is precisely where Lao Zuo succeeded most: he chose to influence the company with ideas rather than voting rights. Now, it's the turn of the new successor to truly implement his design and move forward along the underlying procedures he set. In this sense, Lao Zuo is the biggest product manager at Beike.</p><p>Back to the beginning of the article: Who is Lao Zuo's successor?</p><p>On the surface, it appears to be Peng Yongdong alone; In reality, they were a group of people influenced by Lao Zuo.</p><p>Behind one person are many brave generals; a thousand lanterns and ten thousand lamps are their destination.</p><p>The future pressure lies with Peng Yongdong personally, because his predecessor was a widely praised and highly competent chairman;</p><p>The future pressure will fall more on the group of people influenced by Lao Zuo, from programmers, product managers, city managers, store managers to brokers, because it is you who are protecting whether a good product will continue to operate reliably.</p><p>Based on my long knowledge of seashells, I have great confidence in them all.</p><p>This article bids farewell to Lao Zuo and sends my best wishes to Beike and Barbie Hsu.</p>","source":"lsy1621866962094","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lao Zuo is Beike's biggest product manager.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLao Zuo is Beike's biggest product manager.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">一勺言</strong><span class=\"h-time small\">2021-05-24 22:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Who is Lao Zuo's successor?</p><p>On the surface, this may seem like a business issue, but it's actually a matter of sentiment, a commitment to the future.</p><p>The answer will be revealed this afternoon. Peng Yongdong, 41, CEO and executive director of Beike, has been elected as the new chairman and CEO of Beike Zhaofang, as expected. Meanwhile, Beike's board of directors added a new executive director, Xu Wangang, the 55-year-old COO of Beike.</p><p>Peng Yongdong joined Lianjia in 2010 and has served for more than 10 years. Peng previously worked at<a href=\"https://laohu8.com/S/IBM\">IBM</a>He served as a senior consultant for strategy and transformation. During his time serving Lianjia, he recruited Lao Zuo to join Lianjia and led Lianjia's key eight-year leap towards online and platform-based development. Before its IPO, he was a co-founder of Beike.</p><p>Xu Wangang, known as Forrest Gump, previously served as the general manager of Lianjia Chengdu and the head of Beike's western region. He is currently responsible for Beike's daily operations. Xu was one of Lianjia's biggest talent acquisitions during its mergers and acquisitions in 2015. He was formerly the chairman of Chengdu Yicheng Real Estate. In 2015, Chengdu Yicheng and Chengdu Lianjia merged to form the new Chengdu Lianjia. Xu Wangang thus entered the Lianjia system and subsequently joined the senior management team of Beike, where he enjoyed a good internal reputation.</p><p>At the board meeting of Beike Zhaofang held in the afternoon, Lao Zuo, who had already passed away, was posthumously appointed as the honorary chairman of Beike for life. Given his unsurpassed spiritual leadership position at Beike, there is no doubt that his industry philosophy will continue to project a huge influence on the future of Beike Zhaofang.</p><p>In the governance of Chinese commercial companies, the founder is a crucial X factor. In most cases, he almost completely determines the background, path, and fate of a company. Therefore, the issue of succession is considered one of the most sensitive topics in Chinese business besides the relationship between government and business. It directly touches the softest part of a large company, and most business leaders cannot escape it.</p><p>To make matters worse, out of respect and taboo for the founders themselves, the topic of succession is a taboo subject for most Chinese companies. People don't easily discuss it publicly, but it doesn't disappear just because no one discusses it. On the contrary, its shadow continues to loom over everyone.</p><p>However, Lao Zuo and the seashell he founded are a huge exception.</p><p><img src=\"https://static.tigerbbs.com/419f665c5746b476ccc6f5077a66b05d\" tg-width=\"550\" tg-height=\"571\" referrerpolicy=\"no-referrer\"></p><p><h2></h2>Several years before his death, Lao Zuo had already entrusted Beike's future to a highly capable super management team. We can clearly see that it exhibits several distinct characteristics:</p><p>1. CEO Peng Yongdong, with his cross-industry background, takes center stage;</p><p>2. The collective leadership of the \"small class committee\" and the trust of a back-to-back relationship;</p><p>3. Industrial internet talents and real estate brokerage veterans complement each other perfectly;</p><p>4. The headquarters has strong technical genes and rich experience in frontline combat;</p><p>5. In the small class committee, more than half of the management team is a talent \"trophy\" that Lianjia obtained from peer mergers and acquisitions and services.</p><p>More importantly, this power system operated well for several years under the background that Lao Zuo had basically stopped managing the business during his lifetime. He led Beike to complete its platform transformation and listing in just over two years. In the third year after Beike's birth, under Peng's direct command, it began to exert its efforts in the second growth curve. At the end of the curve were three huge battlefields that were more non-standard, more \"difficult but correct\": home decoration, home furnishing, and home services.</p><p>On the morning of May 24, a farewell memorial service for Lao Zuo was held in Beijing. In the past few days, there have been many condolences from all walks of life. Judging solely by the sorrow and glory behind the entrepreneur's death, such humanitarian treatment is rare.</p><p>For the past few days, based on my personal experience, people may be concerned about \"who will succeed Lao Zuo,\" but almost no one really thinks that the future of Beike, the company behind Lao Zuo, will become an uncertain business story.</p><p>This is precisely where Lao Zuo succeeded most: he chose to influence the company with ideas rather than voting rights. Now, it's the turn of the new successor to truly implement his design and move forward along the underlying procedures he set. In this sense, Lao Zuo is the biggest product manager at Beike.</p><p>Back to the beginning of the article: Who is Lao Zuo's successor?</p><p>On the surface, it appears to be Peng Yongdong alone; In reality, they were a group of people influenced by Lao Zuo.</p><p>Behind one person are many brave generals; a thousand lanterns and ten thousand lamps are their destination.</p><p>The future pressure lies with Peng Yongdong personally, because his predecessor was a widely praised and highly competent chairman;</p><p>The future pressure will fall more on the group of people influenced by Lao Zuo, from programmers, product managers, city managers, store managers to brokers, because it is you who are protecting whether a good product will continue to operate reliably.</p><p>Based on my long knowledge of seashells, I have great confidence in them all.</p><p>This article bids farewell to Lao Zuo and sends my best wishes to Beike and Barbie Hsu.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://tech.sina.cn/it/2021-05-24/detail-ikmyaawc7281846.d.html?vt=4\">一勺言</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a748d83800c70483aa035fe0b4fd157","relate_stocks":{"BEKE":"贝壳"},"source_url":"https://tech.sina.cn/it/2021-05-24/detail-ikmyaawc7281846.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137275153","content_text":"谁是老左的接班人？\n表面看，这是一个业务问题，其实更是一个情怀之问，事关一个未来的承诺。\n答案在今日下午揭晓。41岁的贝壳CEO、执行董事彭永东，众望所归，被选举担任贝壳找房的新任董事长兼CEO。同时，贝壳董事会增补一名新执行董事，由55岁的贝壳COO徐万刚担任。\n彭永东，2010年加入链家，服役已超10年。彭早先供职于IBM，担任战略与变革高级咨询顾问，在为链家服务期间，为老左招募加入链家，主导了链家面向线上化、平台化的八年关键一跃，上市前，他是贝壳的联合创始人。\n徐万刚，人称阿甘，曾经担任成都链家总经理及贝壳西部负责人，目前负责贝壳的日常运营工作。徐是链家2015年同业并购时的最大人才收获之一，曾是成都伊城地产的董事长，2015年，成都伊城与成都链家合并为新成都链家，徐万刚由此进入链家体系，并随后跻身贝壳高级管理层，内部口碑不俗。\n在下午举行的贝壳找房董事会上，已经离去的老左获追授为贝壳永远的荣誉董事长。以他在贝壳难以逾越的精神领袖地位，毫无悬念的是，他的行业理念将继续在贝壳找房的未来投射巨大的影响力。\n中国商业公司的治理中，创始人是一个非常关键的X因素，在多数情况下，他几乎完全决定了一间公司的底色、路径与命运。因此，接班人命题，被认为是中国商业中除了政商关系以外最敏感的话题，它直接触及了一间大型公司最柔软的腹部，大多数商界强人，都无法免俗其中。\n令问题更加严重的是，出于对创始人个人的尊重与忌讳，接班人话题是多数中国公司的话题禁区。人们轻易不会公开讨论它，但是，它并不会因为无人讨论而消失，相反，它的阴影持续笼罩着所有人。\n然而，老左与他创立的贝壳是一个巨型的例外。\n\n\n老左辞世前数年，已将贝壳的未来，托付给一个战斗力爆棚的超级管理层。我们可以很清晰地看出，它呈现几个明显的特征：\n1，跨界背景的CEO彭永东站C位；\n2，“小班委会”集体领导，背靠背的信任；\n3，产业互联网人才与地产经纪老兵，相得益彰；\n4，总部技术基因强，前线实战经验丰富；\n5，小班委会里，半数以上管理层是链家从同业并购与服务中得到的人才「战利品」。\n更关键的是，这套权力体系，在老左生前已基本不管理业务的背景下，运行良好数年，领导贝壳在短短两年多时间里完成了平台化转型与上市，并在贝壳出生的第三个年头，在彭的直接指挥下，开始发力第二增长曲线，曲线的尽头，是家装、家居、家服等三个更非标、更「难而正确」的庞大战场。\n5月24日上午，老左的告别追悼会在京举行，过去数日，各界悼言众多，仅以企业家的身后哀荣看，这种人心待遇，堪称罕见。\n数日以来，就我个人亲身经历看，私下人们或许在关心「谁会接班老左」，但是，几乎没有人会真正觉得，老左身后的贝壳的未来，会变成一个不确定性的商业故事。\n这正是老左最成功的地方：他选择用理念而不是投票权来影响公司。现在，轮到新的接班人来让他的设计真正落地，并沿着他设定的底层程序往前走，从这个意义上看，老左才是贝壳这家公司最大的产品经理。\n回到文首：谁是老左的接班人？\n表面看，是彭永东一个人；实际上，是被老左感化的一群人。\n一人身后众将勇，千灯万盏是归处。\n未来的压力属于彭永东个人，因为他的前任是一个被广泛赞誉、高度称职的董事长；\n未来的压力更属于被老左感化的一群人，从程序员、产品经理、城市总、门店店长到经纪人，因为，是你们在守护一个好产品是否会持续可靠地运行。\n基于我对贝壳的长期了解，我对他们都十分有信心。\n谨以本文送别老左，祝福贝壳与大S。","news_type":1,"symbols_score_info":{"BEKE":0.9}},"isVote":1,"tweetType":1,"viewCount":4836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131563588,"gmtCreate":1621867769144,"gmtModify":1704363611347,"author":{"id":"3572570936484679","authorId":"3572570936484679","name":"Chinggggg","avatar":"https://static.tigerbbs.com/316f475903bd4cbea7ab48dd56d9c1c4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572570936484679","authorIdStr":"3572570936484679"},"themes":[],"title":"","htmlText":"wah","listText":"wah","text":"wah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/131563588","repostId":"1140971700","repostType":4,"repost":{"id":"1140971700","kind":"news","pubTimestamp":1621867501,"share":"https://ttm.financial/m/news/1140971700?lang=en_US&edition=fundamental","pubTime":"2021-05-24 22:45","market":"hk","language":"zh","title":"Lei Jun and Yu Chengdong, old rivals, battle it out in a new battlefield for automobiles.","url":"https://stock-news.laohu8.com/highlight/detail?id=1140971700","media":"连线Insight","summary":"华为“战神”余承东，又换岗位了。5月18日，华为内部发文进行多项人事调整，免去余承东华为云CEO职位，改任智能汽车解决方案BU CEO，原消费者BG CEO职务不变。一纸通告，正式宣布余承东掌管智能汽","content":"<p>Yu Chengdong, Huawei's \"God of War,\" has changed jobs again.</p><p>On May 18, Huawei issued an internal document to make several personnel adjustments, removing Yu Chengdong from his position as CEO of Huawei Cloud and replacing him with CEO of the Intelligent Vehicle Solutions BU, while his original position as CEO of the Consumer BG remained unchanged.</p><p>An announcement officially announced that Yu Chengdong would be in charge of the intelligent vehicle business, and this decision was not surprising to Yu Chengdong.</p><p>As early as the end of last year, Huawei released a \"Resolution on the Management of Intelligent Vehicle Components Business\" on Xinsheng Community, which changed the business jurisdiction of the Intelligent Vehicle Solutions BU from the ICT Business Management Committee to the Consumer Business Management Committee and appointed Wang Tao as a member of the Consumer Business Management Committee.</p><p>Meanwhile, Huawei pointed out that it would restructure the Consumer BG IRB into the Smart Terminal and Smart Automotive Components IRB, adjust the investment decision-making and portfolio management of the Smart Automotive Components business from the ICT IRB to the Smart Terminal and Smart Automotive Components IRB, and appoint Yu Chengdong as the Director of the Smart Terminal and Smart Automotive Components IRB.</p><p><img src=\"https://static.tigerbbs.com/31c9993ad41c25c81f704a008215246d\" tg-width=\"550\" tg-height=\"642\" referrerpolicy=\"no-referrer\">Huawei EMT Resolution No. [2020]007, image source: Future Auto Daily</p><p>Yu Chengdong has now officially taken on the role of CEO of the Intelligent Vehicle Solutions BU, which is enough to demonstrate Huawei's emphasis on the intelligent vehicle business.</p><p>In the new battlefield of intelligent vehicles, Yu Chengdong will once again encounter his old rival Lei Jun.</p><p>Xiaomi, also a mobile phone manufacturer, officially announced its entry into the automotive industry at its spring new product launch event held in March this year.</p><p>\"This will be the last important entrepreneurial project in my life. I know what making this decision means to me, but I am willing to risk all the achievements and reputation I have accumulated in my life to fight for Xiaomi Auto,\" said Lei Jun, founder of Xiaomi, at the press conference.</p><p>Unlike Huawei, which positions itself as a Tier 1 supplier to help automakers build good cars, Xiaomi has chosen to personally enter the car manufacturing field, with Lei Jun personally leading the team. The initial investment is 10 billion yuan, and it is expected to invest 10 billion US dollars over the next 10 years.</p><p>Huawei has always dominated Xiaomi in the mobile phone industry. Now, with Huawei being repeatedly suppressed, Xiaomi has successfully regained some of the market share that Huawei had lost.</p><p>However, in the field of intelligent vehicles, since Lei Jun officially announced his entry into car manufacturing, Xiaomi Auto has remained silent. On the contrary, Huawei, which does not manufacture cars, not only launched the Huawei HI version of the Jihu Alfa S with Jihu Auto, but also started selling electric vehicles in Huawei mobile phone experience stores.</p><p><img src=\"https://static.tigerbbs.com/ea93c539b2589069c0b7bc442e788e43\" tg-width=\"550\" tg-height=\"243\" referrerpolicy=\"no-referrer\">Jihu Alpha S Huawei HI Edition, image source: Jihu official website</p><p>As mobile phone manufacturers, Xiaomi and Huawei chose to enter the smart car field because they both wanted to connect smart cars, mobile phones, and the entire smart ecosystem chain. However, their different DNA also meant that their strategies were very different.</p><p>Currently, Huawei has taken the lead and is closely competing with major automakers, while Xiaomi is a step behind. However, it is undeniable that Xiaomi has the potential to strike later, and Lei Jun has repeatedly turned the tide and saved Xiaomi phones from the brink of death.</p><p>When faced with a narrow path, the brave prevail. In the future, Lei Jun and Yu Chengdong, as their respective leaders, will inevitably clash frequently in the field of intelligent vehicles. Can Yu Chengdong replicate his glory in the mobile phone industry and transform the automotive business into Huawei's second largest cash cow? Can Lei Jun once again strike back and seize a foothold in the field of intelligent vehicles?</p><p><b>1</b> <b>New Automotive Battlefield: Huawei is on the rise, Xiaomi is temporarily quiet.</b></p><p>\"Anyone who suggests manufacturing cars again and interferes with the company can be transferred from their position and find another one.\" Huawei founder Ren Zhengfei has repeatedly emphasized that Huawei will not manufacture cars.</p><p>Huawei may not be involved in car manufacturing, but it has already penetrated deeply into the automotive industry chain and even started selling cars in its own mobile phone stores.</p><p>According to Tencent's Deep Web report, Huawei's first car, the Seres Huawei Smart Selection SF5, has already received over 6,500 pre-orders in one month.</p><p>A salesperson at the Chengdu MixC experience store said that many people come to the store every day to inquire about cars because there are too many orders and insufficient production. Orders for May will not be available until at least mid-June.</p><p>With Seres, Huawei not only realized its idea of \"helping companies build good cars,\" but also brought in more revenue for itself.</p><p><img src=\"https://static.tigerbbs.com/9349fd35496f62baaa3e292811019e93\" tg-width=\"550\" tg-height=\"326\" referrerpolicy=\"no-referrer\">Seres SF5, image source: Huawei website</p><p>As Huawei's first deeply partnered smart car, the Seres SF5 is equipped with Huawei's DriveONE three-in-one electric drive system and Huawei's HiCar solution, integrating Huawei's important technologies in the field of smart vehicles.</p><p>Zhang Zhengyuan, deputy general manager and general manager of the sales company of Dongfeng Xiaokang Automobile Co., Ltd., once said, \"Xiaokang is currently the car company that has cooperated with Huawei the fastest and the most.\"</p><p>According to Future Auto Daily, \"The cooperation between Huawei and Xiaokang is mutually beneficial, and Huawei has a relatively strong position during the cooperation process. What Huawei needs is to use as many of its own products as possible and emphasize the initiative in cooperation.\"</p><p>After gradually losing its mobile phone presence, Huawei does indeed need to quickly create a benchmark for cooperation in order to promote cooperation with more automakers. Directly participating in the sales process also increases Huawei's revenue channels.</p><p>According to Tencent's Deep Web report, Yu Chengdong has set a sales target of 300,000 units next year within the company. If calculated based on a profit of 10,000 yuan per vehicle, this will bring 3 billion yuan in new profits to Huawei.</p><p>In addition to its in-depth cooperation with Seres, Huawei has also signed cooperation agreements with automakers such as BAIC and Changan. Last month, Jihu, a new energy vehicle brand under BAIC, officially launched the Alfa S, a pure electric sedan. The basic version is equipped with Huawei HI and supports autonomous driving on highways, while the advanced version supports autonomous driving on urban roads.</p><p>The Alfa S, a collaboration between Huawei and Jihu, is equipped with Huawei's ADC advanced autonomous driving system. This marks the first time Huawei's autonomous driving technology has been implemented and the first time Huawei has demonstrated Level 4 autonomous driving capabilities.</p><p><img src=\"https://static.tigerbbs.com/abc95ce0c06ea51ce5fb9a7424cf9d45\" tg-width=\"550\" tg-height=\"567\" referrerpolicy=\"no-referrer\">Jihu Alpha S Huawei HI parameter table, image source: Jihu official website</p><p>From Seres to the Jihu Alfa S, Huawei has a broad presence in the field of intelligent vehicles, covering almost every aspect of automotive electronics.</p><p>Wang Jun, president of Huawei's Intelligent Vehicle Solutions BU, has repeatedly emphasized that \"Huawei's automotive business is not limited to autonomous driving, but rather involves self-developed full-stack technologies from hardware design to software development.\"</p><p>Compared to Huawei's eagerness to make money from its automotive business to compensate for the decline in revenue from its mobile phone business, Xiaomi has been somewhat slow since announcing its entry into the automotive sector, and has not yet disclosed any details related to car manufacturing.</p><p>The latest development is that, according to Wall Street News on May 10, Li Xiaoshuang, the former general manager of Xiaomi's large appliance department, has been transferred to be in charge of Xiaomi's automotive business, while several senior executives have also been transferred to Xiaomi's automotive business line.</p><p>Sources familiar with the matter stated, \"There are three criteria for transferring personnel to the automotive business line within the group: 1. Employees' original work must be technically and R&D-oriented; 2. The original department team's business must be stable; 3. There must be a suitable replacement for the original business department leader.\" At the same time, early employees of Xiaomi Group and \"former key core executives who have left\" will also join Xiaomi Auto.</p><p>However, the news that Li Xiaoshuang had been transferred to be in charge of Xiaomi's automotive business was quickly replied by him as \"false news,\" and there has been no further news about the former key senior executives who have left the company.</p><p>Currently, there are only scattered pieces of news regarding Xiaomi cars.</p><p>Previously, Lei Jun specifically discussed Xiaomi's car manufacturing in a live broadcast. When asked whether Xiaomi Auto would use Xiaomi's existing brand and Logo, or create a new brand, Lei Jun said that the car manufacturing project had not yet been approved when designing the new Logo, so there are still disagreements within Xiaomi about whether to use Xiaomi's Logo on the car.</p><p>Before the live broadcast began, Lei Jun also launched a poll on social media regarding the Xiaomi car brand. A total of 19,000 netizens voted, and the results showed that 12,000 people hoped Xiaomi would continue to use \"Xiaomi\" as its car brand, while 6,897 people hoped to re-establish the brand to manufacture cars.</p><p><img src=\"https://static.tigerbbs.com/cb5f73a6f45267556c0c00c82be556a3\" tg-width=\"550\" tg-height=\"231\" referrerpolicy=\"no-referrer\">The vote was initiated by Lei Jun. (Image source: Lei Jun's Weibo)</p><p>In addition, Lei Jun also provided the voting results regarding the car model and price, namely between 100,000 and 300,000 yuan, which could be a sedan or an SUV. In an interview with CCTV, Lei Jun also stated that the car manufacturing cycle is relatively long, taking at least three years.</p><p>Xiaomi has made no new progress in car manufacturing because it has little accumulation in the fields of autonomous driving, intelligent vehicles, and vehicle networking, and its experience in the mobile phone field cannot be replicated in the automotive field.</p><p>As a result, there are rumors that Xiaomi will enter the market by acquiring a car company. Previously, rumors of Xiaomi and Borgward had also circulated, but they have not yet been finalized.</p><p>It is evident that Huawei, led by Yu Chengdong, is currently at the forefront of the automotive business, while Xiaomi, led by Lei Jun, is clearly lagging behind. However, this is only temporary. In the future, Yu Chengdong and Lei Jun will inevitably frequently clash in the new battlefield of intelligent vehicles.</p><p><b>2</b> <b>Old rivals clash again</b></p><p>Huawei and Xiaomi, as two major consumer electronics giants centered on mobile phones, both hold pivotal positions in the global market, and Lei Jun and Yu Chengdong are key figures in their respective fields.</p><p>To some extent, without Lei Jun and Yu Chengdong, Huawei and Xiaomi's mobile phone businesses might not have been so dazzling. Now, these two key figures have once again taken the lead in the automotive business.</p><p>Xiaomi's automotive business is personally led by Lei Jun. He called the automotive business his last major entrepreneurial project, which shows how much he attaches importance to it. Huawei recently also placed Yu Chengdong in the position of head of the automotive business.</p><p>In Huawei's organizational structure, the BG (Business Group) is higher than the BU (Business Unit). This time, Yu Chengdong, as CEO of Huawei's Consumer BG, also serves as CEO of the Intelligent Vehicle Solutions BU, demonstrating the importance Huawei attaches to this business.</p><p>For many years, Huawei and Xiaomi have been rivals, clashing frequently in the mobile phone market. Both companies have experienced their darkest moments, while Yu Chengdong and Lei Jun have led Huawei and Xiaomi out of the shadows, respectively.</p><p><img src=\"https://static.tigerbbs.com/91326d2759576faa5323b86bdb71ea3e\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p><p>Previously, in the era of non-smartphones, Huawei was just a low-end OEM mobile phone manufacturer, and its channels were only aimed at carriers. In 2009, Ren Zhengfei even considered selling the entire mobile phone terminal business.</p><p>Yu Chengdong's emergence reversed Huawei's previously marginalized mobile phone business. After taking office, he directly cut 30 million low-end Huawei phones, which was also the beginning of Huawei's abandonment of carrier channels.</p><p>Although Yu Chengdong's decision seems wise and decisive in retrospect, Huawei's sudden transformation at the time undoubtedly suffered a severe blow.</p><p>Because of its decision to cancel OEM customized phones, Huawei directly offended a number of European operator customers, including Vodafone and France Telecom, who all chose to terminate their cooperation. Due to the operators' resistance, Huawei's terminal sales in 2012 dropped from 150 million units in the previous year to 120 million units.</p><p>It is worth noting that this year coincided with the arrival of a smartphone replacement wave, during which mobile phone manufacturers such as Xiaomi, OPPO, and vivo flourished.</p><p>According to Li Wanqiang, the former co-founder of Xiaomi, Xiaomi's total mobile phone shipments reached 7.19 million units in 2012, with sales revenue (including tax) reaching 12.6 billion yuan, of which Xiaomi phones sold on Xiaomi.com accounted for 70%. This is the achievement of a company that has only been established for two years.</p><p>Yu Chengdong naturally noticed Xiaomi's rise and considered whether to create a separate brand to compete with Xiaomi. However, Huawei's own mobile phone business transformation failed to yield results, and this proposal was directly rejected by Huawei's senior management.</p><p>Fortunately, a turning point appeared quickly. In June 2013, Huawei launched the P6, a mid-to-high-end phone targeting consumers, in London. It focused on technological innovation and sold more than 4 million units. This not only meant that Huawei's mobile phones were starting to make money, but also indicated that Yu Chengdong's reforms had yielded results.</p><p>From then on, Huawei's senior management changed their attitude towards the mobile phone business and agreed to make the original product series Honor independent into a new brand, thus beginning the \"feud\" between Xiaomi and Honor.</p><p><img src=\"https://static.tigerbbs.com/b77a26808b55bcb8f5da311ba843b38b\" tg-width=\"550\" tg-height=\"556\" referrerpolicy=\"no-referrer\">Image source: Honor official website</p><p>When the Redmi Note series was launched in 2014, the slogan was \"Always believe that good things are about to happen\". Two days later, the Honor 3X phone set its slogan as \"Better things have happened,\" which can be described as the two sides \"staging accidents\" against each other.</p><p>Lei Jun probably didn't expect that although Xiaomi had risen to the top of domestic sales through marketing, its management of the supply chain would inadvertently become a \"time bomb\".</p><p>In 2016, the supply chain \"time bomb\" exploded. Xiaomi's global smartphone shipments declined by 25% year-on-year, and its shipments in the Chinese market fell by 36% year-on-year. In IDC's global smartphone shipment rankings that year, Xiaomi was directly categorized as \"other\".</p><p>Lei Jun, the \"firefighting captain,\" personally took charge. In May of that year, he succeeded Zhou Guangping, co-founder and head of the supply chain of Xiaomi, to directly manage mobile phone product research and development and supply chain. He also set up special advisory, planning and coordination departments in the mobile phone department, supply chain and Xiaomi.com sales team. This 100-person collaborative team helped him coordinate the joint operation of the entire production, supply and sales system.</p><p>To learn more about the supply chain, Lei Jun personally visited Samsung's headquarters and hoped that the company would supply him with screens. In terms of distribution channels, Xiaomi President Lin Bin has begun to open offline stores on a large scale; In terms of internationalization, the Indian market holds up half the sky, once becoming Xiaomi's second largest market after China.</p><p>Years later, Lei Jun revealed on CCTV's \"Meet the Big Shots\" program that during that period, he ate lunch every three minutes and sat in the conference room from 9 a.m. to 1 or 2 a.m., holding as many as 23 meetings a day.</p><p>It was precisely because of Lei Jun's \"model worker\" style that Xiaomi ultimately survived and regained its lost market share. \"No other mobile phone company in the world has been able to successfully reverse a sales decline, except for Xiaomi,\" Lei Jun once said.</p><p>As a result, Lei Jun earned the titles of \"Firefighter Captain\" and \"Model Worker,\" while Yu Chengdong took on two important businesses that Huawei internally calls \"Holy Wireless and God Terminal.\"</p><p>It is evident that both Lei Jun and Yu Chengdong have fully demonstrated their abilities, but are their original strategies still effective in the automotive industry?</p><p>This may be an unknown, but what is certain is that a new confrontation between the two key figures has already begun.</p><p><b>3</b> <b>Can the strategies used in the mobile phone industry be applied to the automotive industry?</b></p><p>Will Xiaomi cars be the first cars for young people?</p><p>Although Xiaomi has not yet shown any signs of actually manufacturing cars, since Xiaomi went public with its car manufacturing, many young people have discussed Xiaomi cars in Lei Jun's Weibo comments about Xiaomi smart cars.</p><p>During the live stream event on April 6, Lei Jun also posted several Weibo posts to promote Xiaomi cars. But are Xiaomi's previously familiar marketing strategies suitable for the automotive industry?</p><p><img src=\"https://static.tigerbbs.com/25e80eb91a66659356d23461e1ee4e38\" tg-width=\"550\" tg-height=\"340\" referrerpolicy=\"no-referrer\">The vote was initiated by Lei Jun. (Image source: Lei Jun's Weibo)</p><p>After Lei Jun founded Xiaomi in 2010, he began to transform the smartphone industry through the Internet model. Unlike other mobile phone manufacturers that sell mobile phones through carrier channels and offline channels, Xiaomi sells mobile phones directly on its official website through limited-edition flash sales.</p><p>In short, Xiaomi employed a strategy of extreme cost-effectiveness and scarcity marketing, highlighting that its smartphones were in short supply. On the one hand, the extreme cost-effectiveness did indeed prompt some consumers to rush to buy Xiaomi phones; on the other hand, the scarcity marketing strategy also made Xiaomi phones famous and quickly established a reputation in the minds of consumers.</p><p>At the same time, consumer pre-orders have also enabled Xiaomi to continuously optimize its production side, thus avoiding the predicament of oversupply to some extent.</p><p>However, cars are not mobile phones; not only are their prices dozens of times different, but consumers also have a longer decision-making cycle.</p><p>The extreme cost-effectiveness may attract a group of consumers, but considering the huge investment in the automotive business, it is difficult for Xiaomi to continue to guarantee its promise of a 5% overall net profit margin in the mobile phone field. If Xiaomi's car prices are not much different from those of other brands of automakers, this may significantly reduce consumers' willingness to buy.</p><p>On the other hand, compared to consumers who want to grab mobile phone products quickly, car products already have a certain delivery period. Especially when it comes to best-selling models, the delivery cycle will be extended.</p><p>At the beginning of this year, Tesla's Model Y price reduction of up to 165,100 yuan sparked a buying frenzy. Just six days after its official launch, Tesla China's official website showed that the expected delivery date of the Model Y Long Range Edition had been changed to the second quarter of 2021. This is equivalent to waiting three months for consumers to get their own car.</p><p><img src=\"https://static.tigerbbs.com/0b1fa0192acf8af10d94366d6ffac9f9\" tg-width=\"550\" tg-height=\"682\" referrerpolicy=\"no-referrer\">Tesla Model Y delivery time, image source: Tesla official website</p><p>The Tesla case may illustrate that Xiaomi's marketing strategy in the mobile phone business is not applicable to cars, because cars already have a long delivery cycle, and consumers consider various factors when buying a particular brand of car, rarely making impulsive purchases.</p><p>However, Xiaomi doesn't just rely on cost-effectiveness and scarcity marketing strategies. The Mi Fan culture it has cultivated over the years is also an important factor supporting Xiaomi's continued success.</p><p>After the release of MIUI 12 at the beginning of last year, due to the large number of people participating in the trial, the Xiaomi community was unable to display properly. To a certain extent, these Mi Fans have become an important force in maintaining Xiaomi's sales, and this may also become the main consumer force for Xiaomi cars.</p><p>Unlike Xiaomi, which is still promoting its cars through marketing, Huawei has already begun to \"launch cars\" and aims to become the \"Android system\" in the automotive field, intending to replicate Google's software and hardware ecosystem in the mobile internet field.</p><p>In the mobile phone industry, Huawei currently has both HarmonyOS and Kirin chips. Regardless of other factors, Huawei does indeed have the technological capability to compete with Google.</p><p>Currently, in the field of intelligent vehicles, Huawei also has HiCar, HarmonyOS systems, high-precision maps, as well as intelligent components such as LiDAR and millimeter-wave radar, which are sufficient to provide traditional automakers with a complete intelligent system.</p><p>However, the automotive industry is far more complex in both breadth and depth than the mobile phone industry, and Huawei is not the only option for traditional automakers.</p><p>In its article \"What Rights Do Internet Giants Have to Make Money from Automakers?\", Lianxian Chuxing mentioned that during this year's Shanghai Auto Show, not only did a number of technology and internet giants such as Huawei, Baidu, Didi, and DJI launch intelligent vehicle solutions, but many traditional automakers were also independently developing intelligent systems.</p><p><img src=\"https://static.tigerbbs.com/580e9ea6082f2578da97090ce5588d18\" tg-width=\"550\" tg-height=\"332\" referrerpolicy=\"no-referrer\"></p><p>In other words, intelligentization is the future development direction of automobiles, and traditional automakers will not easily hand over this key area to third-party companies.</p><p>According to 36Kr, a former BU employee who participated in the BAIC Jihu project said that Huawei's ecosystem was not well applied during the cooperation between the two parties. \"Traditional automakers are still wary of Huawei, which prevents Huawei from leveraging many of its advantages.\"</p><p>Judging from the companies with which Huawei has already demonstrated cooperation results, both Sokon Group and BAIC Group have relatively weak brands, and cooperating with Huawei is a mutually beneficial process.</p><p>Despite Huawei's repeated emphasis that it has no competitive relationship with automakers and that they are all customers, automakers are inevitably caught off guard. Meanwhile, according to a report by Caijing Eleven, Huawei employees said that Huawei did not immediately manufacture cars, and money was indeed one of the constraints. \"After this period of time, it's hard to say.\"</p><p>Currently, the strategies commonly used by both Xiaomi and Huawei in the mobile phone market may not be applicable to the automotive market. If the two companies want to dominate the automotive business in the future, they will not only have to compete with internet companies, but also with traditional automakers and automotive suppliers.</p><p>The intensity of this new war may be even more brutal than in the mobile phone industry. Whether Lei Jun and Yu Chengdong, these two \"newcomers,\" can achieve another glorious feat in the mobile phone industry remains to be seen. However, it is foreseeable that they will still do everything they can to seize the market, and many exciting stories will inevitably emerge in this process.</p>","source":"lsy1575625456531","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lei Jun and Yu Chengdong, old rivals, battle it out in a new battlefield for automobiles.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLei Jun and Yu Chengdong, old rivals, battle it out in a new battlefield for automobiles.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">连线Insight</strong><span class=\"h-time small\">2021-05-24 22:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Yu Chengdong, Huawei's \"God of War,\" has changed jobs again.</p><p>On May 18, Huawei issued an internal document to make several personnel adjustments, removing Yu Chengdong from his position as CEO of Huawei Cloud and replacing him with CEO of the Intelligent Vehicle Solutions BU, while his original position as CEO of the Consumer BG remained unchanged.</p><p>An announcement officially announced that Yu Chengdong would be in charge of the intelligent vehicle business, and this decision was not surprising to Yu Chengdong.</p><p>As early as the end of last year, Huawei released a \"Resolution on the Management of Intelligent Vehicle Components Business\" on Xinsheng Community, which changed the business jurisdiction of the Intelligent Vehicle Solutions BU from the ICT Business Management Committee to the Consumer Business Management Committee and appointed Wang Tao as a member of the Consumer Business Management Committee.</p><p>Meanwhile, Huawei pointed out that it would restructure the Consumer BG IRB into the Smart Terminal and Smart Automotive Components IRB, adjust the investment decision-making and portfolio management of the Smart Automotive Components business from the ICT IRB to the Smart Terminal and Smart Automotive Components IRB, and appoint Yu Chengdong as the Director of the Smart Terminal and Smart Automotive Components IRB.</p><p><img src=\"https://static.tigerbbs.com/31c9993ad41c25c81f704a008215246d\" tg-width=\"550\" tg-height=\"642\" referrerpolicy=\"no-referrer\">Huawei EMT Resolution No. [2020]007, image source: Future Auto Daily</p><p>Yu Chengdong has now officially taken on the role of CEO of the Intelligent Vehicle Solutions BU, which is enough to demonstrate Huawei's emphasis on the intelligent vehicle business.</p><p>In the new battlefield of intelligent vehicles, Yu Chengdong will once again encounter his old rival Lei Jun.</p><p>Xiaomi, also a mobile phone manufacturer, officially announced its entry into the automotive industry at its spring new product launch event held in March this year.</p><p>\"This will be the last important entrepreneurial project in my life. I know what making this decision means to me, but I am willing to risk all the achievements and reputation I have accumulated in my life to fight for Xiaomi Auto,\" said Lei Jun, founder of Xiaomi, at the press conference.</p><p>Unlike Huawei, which positions itself as a Tier 1 supplier to help automakers build good cars, Xiaomi has chosen to personally enter the car manufacturing field, with Lei Jun personally leading the team. The initial investment is 10 billion yuan, and it is expected to invest 10 billion US dollars over the next 10 years.</p><p>Huawei has always dominated Xiaomi in the mobile phone industry. Now, with Huawei being repeatedly suppressed, Xiaomi has successfully regained some of the market share that Huawei had lost.</p><p>However, in the field of intelligent vehicles, since Lei Jun officially announced his entry into car manufacturing, Xiaomi Auto has remained silent. On the contrary, Huawei, which does not manufacture cars, not only launched the Huawei HI version of the Jihu Alfa S with Jihu Auto, but also started selling electric vehicles in Huawei mobile phone experience stores.</p><p><img src=\"https://static.tigerbbs.com/ea93c539b2589069c0b7bc442e788e43\" tg-width=\"550\" tg-height=\"243\" referrerpolicy=\"no-referrer\">Jihu Alpha S Huawei HI Edition, image source: Jihu official website</p><p>As mobile phone manufacturers, Xiaomi and Huawei chose to enter the smart car field because they both wanted to connect smart cars, mobile phones, and the entire smart ecosystem chain. However, their different DNA also meant that their strategies were very different.</p><p>Currently, Huawei has taken the lead and is closely competing with major automakers, while Xiaomi is a step behind. However, it is undeniable that Xiaomi has the potential to strike later, and Lei Jun has repeatedly turned the tide and saved Xiaomi phones from the brink of death.</p><p>When faced with a narrow path, the brave prevail. In the future, Lei Jun and Yu Chengdong, as their respective leaders, will inevitably clash frequently in the field of intelligent vehicles. Can Yu Chengdong replicate his glory in the mobile phone industry and transform the automotive business into Huawei's second largest cash cow? Can Lei Jun once again strike back and seize a foothold in the field of intelligent vehicles?</p><p><b>1</b> <b>New Automotive Battlefield: Huawei is on the rise, Xiaomi is temporarily quiet.</b></p><p>\"Anyone who suggests manufacturing cars again and interferes with the company can be transferred from their position and find another one.\" Huawei founder Ren Zhengfei has repeatedly emphasized that Huawei will not manufacture cars.</p><p>Huawei may not be involved in car manufacturing, but it has already penetrated deeply into the automotive industry chain and even started selling cars in its own mobile phone stores.</p><p>According to Tencent's Deep Web report, Huawei's first car, the Seres Huawei Smart Selection SF5, has already received over 6,500 pre-orders in one month.</p><p>A salesperson at the Chengdu MixC experience store said that many people come to the store every day to inquire about cars because there are too many orders and insufficient production. Orders for May will not be available until at least mid-June.</p><p>With Seres, Huawei not only realized its idea of \"helping companies build good cars,\" but also brought in more revenue for itself.</p><p><img src=\"https://static.tigerbbs.com/9349fd35496f62baaa3e292811019e93\" tg-width=\"550\" tg-height=\"326\" referrerpolicy=\"no-referrer\">Seres SF5, image source: Huawei website</p><p>As Huawei's first deeply partnered smart car, the Seres SF5 is equipped with Huawei's DriveONE three-in-one electric drive system and Huawei's HiCar solution, integrating Huawei's important technologies in the field of smart vehicles.</p><p>Zhang Zhengyuan, deputy general manager and general manager of the sales company of Dongfeng Xiaokang Automobile Co., Ltd., once said, \"Xiaokang is currently the car company that has cooperated with Huawei the fastest and the most.\"</p><p>According to Future Auto Daily, \"The cooperation between Huawei and Xiaokang is mutually beneficial, and Huawei has a relatively strong position during the cooperation process. What Huawei needs is to use as many of its own products as possible and emphasize the initiative in cooperation.\"</p><p>After gradually losing its mobile phone presence, Huawei does indeed need to quickly create a benchmark for cooperation in order to promote cooperation with more automakers. Directly participating in the sales process also increases Huawei's revenue channels.</p><p>According to Tencent's Deep Web report, Yu Chengdong has set a sales target of 300,000 units next year within the company. If calculated based on a profit of 10,000 yuan per vehicle, this will bring 3 billion yuan in new profits to Huawei.</p><p>In addition to its in-depth cooperation with Seres, Huawei has also signed cooperation agreements with automakers such as BAIC and Changan. Last month, Jihu, a new energy vehicle brand under BAIC, officially launched the Alfa S, a pure electric sedan. The basic version is equipped with Huawei HI and supports autonomous driving on highways, while the advanced version supports autonomous driving on urban roads.</p><p>The Alfa S, a collaboration between Huawei and Jihu, is equipped with Huawei's ADC advanced autonomous driving system. This marks the first time Huawei's autonomous driving technology has been implemented and the first time Huawei has demonstrated Level 4 autonomous driving capabilities.</p><p><img src=\"https://static.tigerbbs.com/abc95ce0c06ea51ce5fb9a7424cf9d45\" tg-width=\"550\" tg-height=\"567\" referrerpolicy=\"no-referrer\">Jihu Alpha S Huawei HI parameter table, image source: Jihu official website</p><p>From Seres to the Jihu Alfa S, Huawei has a broad presence in the field of intelligent vehicles, covering almost every aspect of automotive electronics.</p><p>Wang Jun, president of Huawei's Intelligent Vehicle Solutions BU, has repeatedly emphasized that \"Huawei's automotive business is not limited to autonomous driving, but rather involves self-developed full-stack technologies from hardware design to software development.\"</p><p>Compared to Huawei's eagerness to make money from its automotive business to compensate for the decline in revenue from its mobile phone business, Xiaomi has been somewhat slow since announcing its entry into the automotive sector, and has not yet disclosed any details related to car manufacturing.</p><p>The latest development is that, according to Wall Street News on May 10, Li Xiaoshuang, the former general manager of Xiaomi's large appliance department, has been transferred to be in charge of Xiaomi's automotive business, while several senior executives have also been transferred to Xiaomi's automotive business line.</p><p>Sources familiar with the matter stated, \"There are three criteria for transferring personnel to the automotive business line within the group: 1. Employees' original work must be technically and R&D-oriented; 2. The original department team's business must be stable; 3. There must be a suitable replacement for the original business department leader.\" At the same time, early employees of Xiaomi Group and \"former key core executives who have left\" will also join Xiaomi Auto.</p><p>However, the news that Li Xiaoshuang had been transferred to be in charge of Xiaomi's automotive business was quickly replied by him as \"false news,\" and there has been no further news about the former key senior executives who have left the company.</p><p>Currently, there are only scattered pieces of news regarding Xiaomi cars.</p><p>Previously, Lei Jun specifically discussed Xiaomi's car manufacturing in a live broadcast. When asked whether Xiaomi Auto would use Xiaomi's existing brand and Logo, or create a new brand, Lei Jun said that the car manufacturing project had not yet been approved when designing the new Logo, so there are still disagreements within Xiaomi about whether to use Xiaomi's Logo on the car.</p><p>Before the live broadcast began, Lei Jun also launched a poll on social media regarding the Xiaomi car brand. A total of 19,000 netizens voted, and the results showed that 12,000 people hoped Xiaomi would continue to use \"Xiaomi\" as its car brand, while 6,897 people hoped to re-establish the brand to manufacture cars.</p><p><img src=\"https://static.tigerbbs.com/cb5f73a6f45267556c0c00c82be556a3\" tg-width=\"550\" tg-height=\"231\" referrerpolicy=\"no-referrer\">The vote was initiated by Lei Jun. (Image source: Lei Jun's Weibo)</p><p>In addition, Lei Jun also provided the voting results regarding the car model and price, namely between 100,000 and 300,000 yuan, which could be a sedan or an SUV. In an interview with CCTV, Lei Jun also stated that the car manufacturing cycle is relatively long, taking at least three years.</p><p>Xiaomi has made no new progress in car manufacturing because it has little accumulation in the fields of autonomous driving, intelligent vehicles, and vehicle networking, and its experience in the mobile phone field cannot be replicated in the automotive field.</p><p>As a result, there are rumors that Xiaomi will enter the market by acquiring a car company. Previously, rumors of Xiaomi and Borgward had also circulated, but they have not yet been finalized.</p><p>It is evident that Huawei, led by Yu Chengdong, is currently at the forefront of the automotive business, while Xiaomi, led by Lei Jun, is clearly lagging behind. However, this is only temporary. In the future, Yu Chengdong and Lei Jun will inevitably frequently clash in the new battlefield of intelligent vehicles.</p><p><b>2</b> <b>Old rivals clash again</b></p><p>Huawei and Xiaomi, as two major consumer electronics giants centered on mobile phones, both hold pivotal positions in the global market, and Lei Jun and Yu Chengdong are key figures in their respective fields.</p><p>To some extent, without Lei Jun and Yu Chengdong, Huawei and Xiaomi's mobile phone businesses might not have been so dazzling. Now, these two key figures have once again taken the lead in the automotive business.</p><p>Xiaomi's automotive business is personally led by Lei Jun. He called the automotive business his last major entrepreneurial project, which shows how much he attaches importance to it. Huawei recently also placed Yu Chengdong in the position of head of the automotive business.</p><p>In Huawei's organizational structure, the BG (Business Group) is higher than the BU (Business Unit). This time, Yu Chengdong, as CEO of Huawei's Consumer BG, also serves as CEO of the Intelligent Vehicle Solutions BU, demonstrating the importance Huawei attaches to this business.</p><p>For many years, Huawei and Xiaomi have been rivals, clashing frequently in the mobile phone market. Both companies have experienced their darkest moments, while Yu Chengdong and Lei Jun have led Huawei and Xiaomi out of the shadows, respectively.</p><p><img src=\"https://static.tigerbbs.com/91326d2759576faa5323b86bdb71ea3e\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p><p>Previously, in the era of non-smartphones, Huawei was just a low-end OEM mobile phone manufacturer, and its channels were only aimed at carriers. In 2009, Ren Zhengfei even considered selling the entire mobile phone terminal business.</p><p>Yu Chengdong's emergence reversed Huawei's previously marginalized mobile phone business. After taking office, he directly cut 30 million low-end Huawei phones, which was also the beginning of Huawei's abandonment of carrier channels.</p><p>Although Yu Chengdong's decision seems wise and decisive in retrospect, Huawei's sudden transformation at the time undoubtedly suffered a severe blow.</p><p>Because of its decision to cancel OEM customized phones, Huawei directly offended a number of European operator customers, including Vodafone and France Telecom, who all chose to terminate their cooperation. Due to the operators' resistance, Huawei's terminal sales in 2012 dropped from 150 million units in the previous year to 120 million units.</p><p>It is worth noting that this year coincided with the arrival of a smartphone replacement wave, during which mobile phone manufacturers such as Xiaomi, OPPO, and vivo flourished.</p><p>According to Li Wanqiang, the former co-founder of Xiaomi, Xiaomi's total mobile phone shipments reached 7.19 million units in 2012, with sales revenue (including tax) reaching 12.6 billion yuan, of which Xiaomi phones sold on Xiaomi.com accounted for 70%. This is the achievement of a company that has only been established for two years.</p><p>Yu Chengdong naturally noticed Xiaomi's rise and considered whether to create a separate brand to compete with Xiaomi. However, Huawei's own mobile phone business transformation failed to yield results, and this proposal was directly rejected by Huawei's senior management.</p><p>Fortunately, a turning point appeared quickly. In June 2013, Huawei launched the P6, a mid-to-high-end phone targeting consumers, in London. It focused on technological innovation and sold more than 4 million units. This not only meant that Huawei's mobile phones were starting to make money, but also indicated that Yu Chengdong's reforms had yielded results.</p><p>From then on, Huawei's senior management changed their attitude towards the mobile phone business and agreed to make the original product series Honor independent into a new brand, thus beginning the \"feud\" between Xiaomi and Honor.</p><p><img src=\"https://static.tigerbbs.com/b77a26808b55bcb8f5da311ba843b38b\" tg-width=\"550\" tg-height=\"556\" referrerpolicy=\"no-referrer\">Image source: Honor official website</p><p>When the Redmi Note series was launched in 2014, the slogan was \"Always believe that good things are about to happen\". Two days later, the Honor 3X phone set its slogan as \"Better things have happened,\" which can be described as the two sides \"staging accidents\" against each other.</p><p>Lei Jun probably didn't expect that although Xiaomi had risen to the top of domestic sales through marketing, its management of the supply chain would inadvertently become a \"time bomb\".</p><p>In 2016, the supply chain \"time bomb\" exploded. Xiaomi's global smartphone shipments declined by 25% year-on-year, and its shipments in the Chinese market fell by 36% year-on-year. In IDC's global smartphone shipment rankings that year, Xiaomi was directly categorized as \"other\".</p><p>Lei Jun, the \"firefighting captain,\" personally took charge. In May of that year, he succeeded Zhou Guangping, co-founder and head of the supply chain of Xiaomi, to directly manage mobile phone product research and development and supply chain. He also set up special advisory, planning and coordination departments in the mobile phone department, supply chain and Xiaomi.com sales team. This 100-person collaborative team helped him coordinate the joint operation of the entire production, supply and sales system.</p><p>To learn more about the supply chain, Lei Jun personally visited Samsung's headquarters and hoped that the company would supply him with screens. In terms of distribution channels, Xiaomi President Lin Bin has begun to open offline stores on a large scale; In terms of internationalization, the Indian market holds up half the sky, once becoming Xiaomi's second largest market after China.</p><p>Years later, Lei Jun revealed on CCTV's \"Meet the Big Shots\" program that during that period, he ate lunch every three minutes and sat in the conference room from 9 a.m. to 1 or 2 a.m., holding as many as 23 meetings a day.</p><p>It was precisely because of Lei Jun's \"model worker\" style that Xiaomi ultimately survived and regained its lost market share. \"No other mobile phone company in the world has been able to successfully reverse a sales decline, except for Xiaomi,\" Lei Jun once said.</p><p>As a result, Lei Jun earned the titles of \"Firefighter Captain\" and \"Model Worker,\" while Yu Chengdong took on two important businesses that Huawei internally calls \"Holy Wireless and God Terminal.\"</p><p>It is evident that both Lei Jun and Yu Chengdong have fully demonstrated their abilities, but are their original strategies still effective in the automotive industry?</p><p>This may be an unknown, but what is certain is that a new confrontation between the two key figures has already begun.</p><p><b>3</b> <b>Can the strategies used in the mobile phone industry be applied to the automotive industry?</b></p><p>Will Xiaomi cars be the first cars for young people?</p><p>Although Xiaomi has not yet shown any signs of actually manufacturing cars, since Xiaomi went public with its car manufacturing, many young people have discussed Xiaomi cars in Lei Jun's Weibo comments about Xiaomi smart cars.</p><p>During the live stream event on April 6, Lei Jun also posted several Weibo posts to promote Xiaomi cars. But are Xiaomi's previously familiar marketing strategies suitable for the automotive industry?</p><p><img src=\"https://static.tigerbbs.com/25e80eb91a66659356d23461e1ee4e38\" tg-width=\"550\" tg-height=\"340\" referrerpolicy=\"no-referrer\">The vote was initiated by Lei Jun. (Image source: Lei Jun's Weibo)</p><p>After Lei Jun founded Xiaomi in 2010, he began to transform the smartphone industry through the Internet model. Unlike other mobile phone manufacturers that sell mobile phones through carrier channels and offline channels, Xiaomi sells mobile phones directly on its official website through limited-edition flash sales.</p><p>In short, Xiaomi employed a strategy of extreme cost-effectiveness and scarcity marketing, highlighting that its smartphones were in short supply. On the one hand, the extreme cost-effectiveness did indeed prompt some consumers to rush to buy Xiaomi phones; on the other hand, the scarcity marketing strategy also made Xiaomi phones famous and quickly established a reputation in the minds of consumers.</p><p>At the same time, consumer pre-orders have also enabled Xiaomi to continuously optimize its production side, thus avoiding the predicament of oversupply to some extent.</p><p>However, cars are not mobile phones; not only are their prices dozens of times different, but consumers also have a longer decision-making cycle.</p><p>The extreme cost-effectiveness may attract a group of consumers, but considering the huge investment in the automotive business, it is difficult for Xiaomi to continue to guarantee its promise of a 5% overall net profit margin in the mobile phone field. If Xiaomi's car prices are not much different from those of other brands of automakers, this may significantly reduce consumers' willingness to buy.</p><p>On the other hand, compared to consumers who want to grab mobile phone products quickly, car products already have a certain delivery period. Especially when it comes to best-selling models, the delivery cycle will be extended.</p><p>At the beginning of this year, Tesla's Model Y price reduction of up to 165,100 yuan sparked a buying frenzy. Just six days after its official launch, Tesla China's official website showed that the expected delivery date of the Model Y Long Range Edition had been changed to the second quarter of 2021. This is equivalent to waiting three months for consumers to get their own car.</p><p><img src=\"https://static.tigerbbs.com/0b1fa0192acf8af10d94366d6ffac9f9\" tg-width=\"550\" tg-height=\"682\" referrerpolicy=\"no-referrer\">Tesla Model Y delivery time, image source: Tesla official website</p><p>The Tesla case may illustrate that Xiaomi's marketing strategy in the mobile phone business is not applicable to cars, because cars already have a long delivery cycle, and consumers consider various factors when buying a particular brand of car, rarely making impulsive purchases.</p><p>However, Xiaomi doesn't just rely on cost-effectiveness and scarcity marketing strategies. The Mi Fan culture it has cultivated over the years is also an important factor supporting Xiaomi's continued success.</p><p>After the release of MIUI 12 at the beginning of last year, due to the large number of people participating in the trial, the Xiaomi community was unable to display properly. To a certain extent, these Mi Fans have become an important force in maintaining Xiaomi's sales, and this may also become the main consumer force for Xiaomi cars.</p><p>Unlike Xiaomi, which is still promoting its cars through marketing, Huawei has already begun to \"launch cars\" and aims to become the \"Android system\" in the automotive field, intending to replicate Google's software and hardware ecosystem in the mobile internet field.</p><p>In the mobile phone industry, Huawei currently has both HarmonyOS and Kirin chips. Regardless of other factors, Huawei does indeed have the technological capability to compete with Google.</p><p>Currently, in the field of intelligent vehicles, Huawei also has HiCar, HarmonyOS systems, high-precision maps, as well as intelligent components such as LiDAR and millimeter-wave radar, which are sufficient to provide traditional automakers with a complete intelligent system.</p><p>However, the automotive industry is far more complex in both breadth and depth than the mobile phone industry, and Huawei is not the only option for traditional automakers.</p><p>In its article \"What Rights Do Internet Giants Have to Make Money from Automakers?\", Lianxian Chuxing mentioned that during this year's Shanghai Auto Show, not only did a number of technology and internet giants such as Huawei, Baidu, Didi, and DJI launch intelligent vehicle solutions, but many traditional automakers were also independently developing intelligent systems.</p><p><img src=\"https://static.tigerbbs.com/580e9ea6082f2578da97090ce5588d18\" tg-width=\"550\" tg-height=\"332\" referrerpolicy=\"no-referrer\"></p><p>In other words, intelligentization is the future development direction of automobiles, and traditional automakers will not easily hand over this key area to third-party companies.</p><p>According to 36Kr, a former BU employee who participated in the BAIC Jihu project said that Huawei's ecosystem was not well applied during the cooperation between the two parties. \"Traditional automakers are still wary of Huawei, which prevents Huawei from leveraging many of its advantages.\"</p><p>Judging from the companies with which Huawei has already demonstrated cooperation results, both Sokon Group and BAIC Group have relatively weak brands, and cooperating with Huawei is a mutually beneficial process.</p><p>Despite Huawei's repeated emphasis that it has no competitive relationship with automakers and that they are all customers, automakers are inevitably caught off guard. Meanwhile, according to a report by Caijing Eleven, Huawei employees said that Huawei did not immediately manufacture cars, and money was indeed one of the constraints. \"After this period of time, it's hard to say.\"</p><p>Currently, the strategies commonly used by both Xiaomi and Huawei in the mobile phone market may not be applicable to the automotive market. If the two companies want to dominate the automotive business in the future, they will not only have to compete with internet companies, but also with traditional automakers and automotive suppliers.</p><p>The intensity of this new war may be even more brutal than in the mobile phone industry. Whether Lei Jun and Yu Chengdong, these two \"newcomers,\" can achieve another glorious feat in the mobile phone industry remains to be seen. However, it is foreseeable that they will still do everything they can to seize the market, and many exciting stories will inevitably emerge in this process.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://finance.sina.com.cn/tech/csj/2021-05-21/doc-ikmyaawc6708777.shtml\">连线Insight</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1000e42c9831759074c9b56397167da6","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://finance.sina.com.cn/tech/csj/2021-05-21/doc-ikmyaawc6708777.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140971700","content_text":"华为“战神”余承东，又换岗位了。5月18日，华为内部发文进行多项人事调整，免去余承东华为云CEO职位，改任智能汽车解决方案BU CEO，原消费者BG CEO职务不变。一纸通告，正式宣布余承东掌管智能汽车业务，而这一决议，对余承东来说，也并不意外。早在去年底，华为在心声社区发布了《关于智能汽车部件业务管理的决议》，其中将智能汽车解决方案BU的业务管辖关系，从ICT业务管理委员会调整到消费者业务管理委员会，并任命汪涛为消费者业务管理委员会成员。同时，华为指出重组消费者BG IRB为智能终端与智能汽车部件IRB，将智能汽车部件业务的投资决策及组合管理由ICT IRB调整到智能终端与智能汽车部件IRB，任命余承东为智能终端与智能汽车部件IRB主任。华为EMT决议【2020】007号，图源未来汽车日报如今，余承东正式兼任智能汽车解决方案BU CEO，足以说明华为对智能汽车业务的重视。在智能汽车这个新战场上，余承东也将再次遇到老对手雷军。同样作为手机厂商的小米，在今年3月举办的春季新品发布会上，正式宣布进军汽车行业。“这将是我人生中最后一次重要的创业项目，我深知做出这个决定对我来说意味着什么，但我愿意压上人生所有积累的战绩和声誉，为小米汽车而战。”小米创始人雷军在发布会上表示。不同于华为将自身定位为Tier1（一级供应商），帮助车企造好车，小米选择亲自下场造车，并由雷军亲自带队，首期投资为100亿元人民币，预计未来10年投资100亿美元。一直以来，在手机领域华为总压着小米一头，如今华为被接连打压之下，小米成功抢下了华为丢失的部分市场。但在智能汽车领域，自雷军官宣入场造车后，小米汽车再无半点声响，反倒是不造车的华为，不仅与极狐汽车共同推出了华为HI版的极狐阿尔法S，还在华为手机体验店内卖起了电动汽车。极狐阿尔法S华为HI版，图源极狐官网作为手机厂商，小米与华为选择切入智能汽车领域，均是想打通智能汽车与手机，以及整个智能生态链条，而两者基因不同，也注定打法迥异。当前来看，华为抢先一步，与各大车企打得火热，小米则慢了一步，但不可否认小米拥有后发制人的潜力，雷军就曾多次力挽狂澜将小米手机从生死线上救回来。狭路相逢勇者胜。今后，雷军与余承东，作为各自的领头者，势必将在智能汽车领域频频交手。余承东能否再现手机领域的辉煌，将汽车业务打造成华为第二大现金牛？雷军又能否再次后发制人，在智能汽车领域抢下一块领地？1 汽车新战场：华为风头正盛、小米暂时沉寂“谁再建言造车，干扰公司，可调离岗位，另外寻找岗位。”华为创始人任正非多次强调华为不造车。华为的确不下场造车，但其已经深入了汽车产业链，甚至在自家手机门店卖起了车。据腾讯深网报道，华为上线销售的第一款汽车赛力斯华为智选SF5，目前一个月预定量已超过6500台。成都万象城体验店销售人员表示，每天到店咨询车的人很多，因为订单实在太多，产量不足，五月份的订单至少需要到六月中旬才能拿到车。在赛力斯身上，华为不仅实现了“帮助企业造好车”的想法，也为自己带来了更多的营收。赛力斯SF5，图源华为官网作为华为首款深度合作的智能汽车，赛力斯SF5搭载了华为DriveONE三合一电驱动系统、华为HiCar解决方案，融合了华为在智能汽车领域的重要技术。东风小康汽车有限公司副总经理、销售公司总经理张正源曾表示，“小康是目前和华为合作得最快、最多的车企。”据未来汽车日报报道，“华为与小康合作属于各取所需，合作过程中华为方面相对强势。华为需要的是尽可能多搭载自家产品，强调合作主动权。”在逐渐失去手机阵地后，华为的确需要快速打造出一个合作标杆，以此促进与更多车企达成合作，而直接参与到销售环节，也为华为增加了营收渠道。据腾讯深网报道，余承东在公司内部定下了明年销售30万台的目标，如果按照每台车1万元的利润核算，这将为华为带来30亿元的新增利润。除了与赛力斯深度合作，华为也与北汽、长安等车企签订了合作协议。上个月，北汽旗下新能源汽车品牌极狐正式发布纯电轿车阿尔法S，其中搭载华为HI基础版车型，支持高速道路自动驾驶，高阶版车型则支持城市道路自动驾驶。华为与极狐合作打造的阿尔法S，重点在其搭载了华为的ADC高阶自动驾驶系统，这是华为自动驾驶技术首次落地，也是华为初次展现L4级的自动驾驶能力。极狐阿尔法S华为HI参数表，图源极狐官网从赛力斯到极狐阿尔法S，可以看到华为在智能汽车领域布局较广，几乎涉猎了汽车电子的各个环节。华为智能汽车解决方案BU总裁王军曾多次强调，“华为的汽车业务不只有自动驾驶，而是从硬件设计到软件开发全栈技术自研。”相较华为急于从汽车业务中赚钱，进而弥补手机业务的营收下滑，小米自从宣布入局汽车领域后，一直显得有些慢悠悠，至今还未公开造车的相关细节。最新动态是，5月10日，据华尔街见闻报道，原小米大家电部总经理李肖爽转岗负责小米汽车业务，同时还有数名高管调岗小米汽车业务线。知情人士表示，“集团内部转岗汽车业务线，有三条标准：1、人员原工作必须偏技术和研发方向；2、原部门团队业务稳定；3、原业务部门领导人有合适的替代人选。”同时，小米集团早期员工和“已离职原重要核心高管”也会加入小米汽车。不过，李肖爽转岗负责小米汽车业务的消息，很快被其本人回复为“不实消息”，而已离职的原重要核心高管，至今也未有下文。有关小米汽车的消息，当前也仅有零星的一些消息。此前，雷军在一场直播中专门聊起了小米造车的话题，在被问到小米汽车是否会用小米现有品牌和Logo，还是新建一个品牌时，雷军表示在设计新Logo时，造车还没有立项，所以是否用小米的Logo在汽车上，小米内部还存在分歧。在这场直播开始前，雷军也在社交平台上发起了有关小米汽车品牌的投票，共有1.9万名网友投票，结果显示1.2万人希望小米继续使用“小米”作为汽车品牌，6897人希望重新成立品牌造车。雷军发起的投票，图源雷军微博除此之外，在车型和价格上，雷军也给出了投票结果，即10-30万之间，可能是轿车或者SUV。在接受央视采访时，雷军也表示造车周期比较长，最快也需要三年时间。小米在造车上迟迟没有新进展，也是因为其在自动驾驶、汽车智能化、车联网领域没有什么积累，同时手机领域的经验也无法复用到汽车领域。为此，外界传言小米将通过收购一家车企来切入，此前小米与宝沃的“绯闻”也流传开来，但当前依旧没有最终落地。可见，当前在汽车业务上，余承东带领的华为走在了前列，雷军带领的小米明显处于落后状态，但这仅是暂时状态，今后在智能汽车新战场上，余承东与雷军势必将频频“亮剑”。2 老对手再交锋华为与小米，作为以手机为核心的两大消费电子巨头，在全球市场都有着举足轻重的地位，而雷军和余承东正是各自的关键人物。某种程度上，如果没有雷军和余承东，华为和小米的手机业务或许不会如此耀眼，如今这两位关键人物又扛起了汽车业务的大旗。小米汽车业务由雷军亲自带队，他将汽车业务称为人生中最后一次重大的创业项目，可见其重视程度，华为近期也将余承东放在汽车业务的一把手位置。在华为的组织架构中，BG（业务群）的层级会高于BU（业务单元）。此次，余承东作为华为消费者BG的CEO，又兼任了智能汽车解决方案BU CEO，可见华为内部对这一业务的重视。过去多年，华为与小米互为对手，在手机市场历经多次交锋，两家均有过至暗时刻，而余承东和雷军则分别带领华为和小米走出阴霾。此前，在非智能机时代，华为只是一家低端贴牌手机厂商，渠道也只面向运营商，在2009年，任正非甚至考虑过将手机终端业务整体出售。余承东的出现，逆转了原先处于边缘的华为手机业务。他上任后，直接砍掉了华为3000万部低端手机，这也是华为放弃运营商渠道的开端。尽管从现在来看，余承东的这一决策可谓英明果断，但当时华为的突然转型，毫无疑问遇到了重创。由于取消贴牌定制机的决策，华为直接得罪了包括英国沃达丰、法国电信等在内的一众欧洲运营商客户，其纷纷选择终止合作，而因为运营商的抵制，2012年华为终端销量也从上一年的1.5亿台，降为1.2亿台。值得注意的是，这一年正是智能手机换机大潮的到来时刻，小米、OPPO、vivo等手机厂商借此蓬勃发展。据小米原联合创始人黎万强证实，2012年小米手机总出货量达719万台，销售额（含税）达126亿元，其中小米网销售的小米手机占比达到70%。这是一家仅成立两年的公司，给出的战绩。余承东自然注意到了小米的崛起，并考虑是否单独做个品牌和小米竞争，但华为自身手机业务转型未见成效，这一提议直接被华为高层否决。好在转机很快出现。2013年6月，华为在伦敦发布的定位中高端人群手机P6，主打技术创新，销量一举超过400万台，这不仅意味着华为手机开始赚钱了，也表示余承东的改革有了成效。自此，华为高层对手机业务转变了态度，也同意将原有产品系列荣耀独立成一个新品牌，小米与荣耀的“恩怨”就此开始。图源荣耀官网2014年，红米Note系列诞生时，slogan为“永远相信美好的事情即将发生”。两天后，荣耀3X手机就将slogan定为“更美好的事情已经发生”，两方可谓互相“碰瓷”。雷军或许没想到，当时小米虽然靠着营销冲上了国内销量第一的宝座，但对供应链的管理不慎成为一个“不定时炸弹”。2016年，供应链这个“不定时炸弹”爆炸了，当年小米智能手机全球出货量同比下滑25%，中国市场出货量同比下跌达36%，在当年IDC发布的全球智能手机出货量榜单中，小米直接被归为“其他”。“救火队长”雷军亲自上阵，当年5月他接替小米联合创始人、供应链负责人周光平，直接管理手机产品研发和供应链，并在手机部、供应链、小米网销售团队分别组建专门的参谋规划协调部门，由这100人的协同团队帮助他协调整个产供销体系联合作战。为了补供应链的课，雷军还亲自到访三星总部，希望对方供应屏幕；在渠道上，小米总裁林斌开始大规模开线下店；国际化上，印度市场则撑起了半边天，一度成为小米除中国外的第二大市场。多年后，雷军在央视《遇见大咖》节目中透露，那段时间，他三分钟吃一顿午饭，从早上九点上班到凌晨一两点还坐在会议室里，最多时一天开了23个会。正是因为雷军的“劳模”风格，小米最终挺了过来，重新拿回了丢失的市场份额。“世界上没有任何一家手机公司在销量下滑后能够成功逆转的，除了小米。”雷军曾如此表示。由此，雷军也获得了“救火队长”与“劳模”的称谓，而余承东则扛起了被华为内部称为“圣无线，神终端”的两大重要业务。可见，不管是雷军还是余承东，各自能力均得到了充分展现，但原先的打法，在汽车领域依然有用吗？这或许是个未知数，但可以肯定的是，两位关键人物的新交锋已然开启。3 手机圈的打法，能用在汽车行业吗？小米汽车，会是年轻人的第一辆车吗？虽然小米还没任何实质造车的影子，但自从小米公开造车后，雷军有关小米智能汽车的微博评论中，不乏有众多年轻人讨论小米汽车。在4月6日的直播活动中，雷军也连发多条微博，为小米汽车造势。但小米此前熟悉的营销策略，适合汽车领域吗？雷军发起的投票，图源雷军微博2010年，雷军成立小米后，开始通过互联网模式改造智能手机行业，不同于其他手机厂商通过运营商渠道和线下渠道售卖手机，小米直接在其官网通过限量抢购的形式售卖手机。简单来说，小米采用了极致性价比与饥饿营销的方式，突出其智能手机供不应求。一方面极致性价比的确促使部分消费者抢购小米手机，另一方面饥饿营销的策略也让小米手机名声大噪，在消费者心中快速建立起认知。与此同时，消费者的预购订单，也让小米不断优化生产端，在一定程度上避免供大于求的窘境。然而，汽车不是手机，不仅价格相差几十倍，消费者的决策周期也更长。极致性价比或许可以吸引一批消费者，但考虑到汽车业务投资巨大，小米难以继续保证在手机领域综合净利率5%的承诺，而一旦小米汽车价格与其他品牌车企相差不大，这或将大幅降低消费者的购买意愿。另一方面，相比消费者更想快速抢到手机产品，汽车产品本就有一定时长的提车期限。特别是遇到销售火爆的车型，更会延长提车周期。今年初，特斯拉Model Y最高降价16.51万元后，一时间引来抢购热潮。在正式开售仅6天后，特斯拉中国官网就显示Model Y长续航版预计交付日期变更为2021年二季度。这相当于要等三个月，消费者才能拿到属于自己的汽车。特斯拉Model Y交付时间，图源特斯拉官网从特斯拉案例或许可以说明，小米在手机业务上的营销策略并不适用汽车，因为汽车本就有较长的提车周期，而且消费者购买某个品牌的汽车也会经过多方考量，很少有冲动型消费。不过，小米也不只有性价比与饥饿营销的策略，这些年其培养的米粉文化，也是支撑小米屹立不倒的重要因素。去年初，MIUI 12发布后，由于参与尝鲜人数过多，直接导致小米社区无法正常显示。在一定程度上，这些米粉也成为了维持小米销量的重要力量，这或许也将成为小米汽车的主要消费力。不同于小米还在通过营销为小米汽车造势，华为已经开始“出车”，并且想要成为汽车领域的“安卓系统”，意图复制谷歌在移动互联网领域的软硬件生态圈。在手机领域，华为目前既有鸿蒙操作系统，也有麒麟芯片。不考虑其他因素，华为在技术上的确具备了与谷歌一拼的能力。当前，在智能汽车领域，华为也有HiCar、鸿蒙OS系统、高精度地图，以及激光雷达、毫米波雷达等智能化部件，足以为传统车企提供整套智能化体系。不过，汽车行业在广度、深度上都比手机行业复杂得多，华为也不是传统车企的唯一选择。连线出行在《想赚车企的钱，互联网巨头凭什么？》一文中提到，今年上海车展期间，不仅有华为、百度、滴滴、大疆等一众科技互联网巨头推出智能汽车解决方案，而且众多传统车企也在自主研发智能化体系。也就是说，智能化作为未来汽车的发展方向，传统车企不会轻易将这一关键领域交给第三方公司。据36氪报道，曾参与北汽极狐项目的前BU员工表示，双方合作期间，华为生态并没有很好的应用。“传统车企对华为还有提防的心态，这导致华为很多优势发挥不出来。”从目前华为已经展示合作成果的企业来看，无论是小康股份还是北汽，其品牌都相对弱势，与华为合作属于各取所需。尽管华为一再强调与车企没有竞争关系，都是客户，但车企难免没有防备心。同时据财经十一人报道，据华为员工表示，华为没有立刻造车，钱确实是制约因素之一，“过了这段时间，那就不好说了。”眼下，无论是小米还是华为，其在手机市场常用的策略，在汽车市场都不一定适用。今后两家要想啃下汽车业务，不仅将与互联网企业争斗，还将与传统车企以及汽车供应商竞争。这场新战争的厮杀程度，或许会比手机领域更为惨烈。雷军、余承东这两位“新人”，能否再创手机行业的辉煌战绩，暂时还不可知。但可以预见，他们依然会使出浑身解数抢市场，而这个过程，也势必将出现很多精彩的故事。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":4650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109525183,"gmtCreate":1619706126242,"gmtModify":1704728380494,"author":{"id":"3572570936484679","authorId":"3572570936484679","name":"Chinggggg","avatar":"https://static.tigerbbs.com/316f475903bd4cbea7ab48dd56d9c1c4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572570936484679","authorIdStr":"3572570936484679"},"themes":[],"title":"","htmlText":"???whao","listText":"???whao","text":"???whao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/109525183","repostId":"1129851244","repostType":4,"isVote":1,"tweetType":1,"viewCount":4181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109522845,"gmtCreate":1619706099787,"gmtModify":1704728378555,"author":{"id":"3572570936484679","authorId":"3572570936484679","name":"Chinggggg","avatar":"https://static.tigerbbs.com/316f475903bd4cbea7ab48dd56d9c1c4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572570936484679","authorIdStr":"3572570936484679"},"themes":[],"title":"","htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/109522845","repostId":"1110134513","repostType":4,"isVote":1,"tweetType":1,"viewCount":3632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}