都搞错了！余承东“卸任”华为车BU董事长，其实是升职了！

Core Viewpoint - The recent change in Huawei's organizational structure, specifically the removal of Yu Chengdong's title as Chairman of the Smart Car Solutions BU, is interpreted as a strategic shift rather than a demotion, as he has taken on a new role as Vice Chairman of the newly established Shenzhen Yingwang Intelligent Technology Co., Ltd. [1][5][10] Group 1: Organizational Changes - Yu Chengdong's title was changed from "Chairman of Smart Car Solutions BU" to "Executive Director and Chairman of Terminal BG" [1] - The establishment of Yingwang as a wholly-owned subsidiary of Huawei marks the transition of the car BU from an internal department to an independent platform company [8][10] - Yu Chengdong's new role as Vice Chairman of Yingwang indicates a focus on capital operations and ecosystem development [14] Group 2: Strategic Implications - The restructuring aims to diversify shareholding and alleviate concerns from car manufacturers regarding "Huawei's car-making" [10] - Yu Chengdong will continue to influence strategic decisions while leading the expansion of the HarmonyOS automotive sector, with a target of delivering 445,000 units in 2024 and aiming for one million units in 2025 [12][10] - The focus will shift towards building technological barriers and integrating various technologies to enhance the competitive edge of Huawei's automotive solutions [12][14] Group 3: Market Positioning - The change is seen as a necessary evolution from a singular approach to a more collaborative ecosystem strategy in the smart automotive sector [14] - The successful models like the AITO M9 and Zhijie S7 validate Huawei's new operational model, which will further integrate mobile, automotive, and home technologies [12][10]