荣耀李健上任140天：动了 38 个核心岗位，目标重返国内前三

Core Viewpoint - Honor is undergoing significant organizational changes and is in need of a victory to reaffirm its market position after experiencing a decline in market share and facing pressure from competitors [1][3]. Group 1: Organizational Changes - Honor's new CEO, Li Jian, has implemented major adjustments to the organizational structure, affecting 38 key positions in the China region, with 45% of the position heads being changed [4]. - The new management team includes CMO Guo Rui, Product Line President Fang Fei, CEO Li Jian, CFO Peng Qiuwen, and Sales and Service President Wang Ban [3]. Group 2: Market Performance - According to Canalys, Honor's market share in China for 2024 is 15%, ranking fifth, which is a decline of 1 percentage point from 2023, with a year-on-year growth rate of -3% [3]. - In Q1 2024, Honor's market share was 13.7%, placing it sixth in the Chinese smartphone market, behind Huawei, Vivo, Xiaomi, OPPO, and Apple [3][4]. Group 3: Product Strategy and Goals - Honor has released only 2 new products in the first half of the year, which has made maintaining a 13% market share challenging [4]. - The company aims to return to the top three in the domestic market by the end of the year, focusing on strengthening its foundational capabilities without setting performance targets for the China region [5]. Group 4: International Expansion - Honor's overseas pre-sale for the Honor 400 has seen a booking volume 2-3 times higher than its predecessor, with a 283% increase in shipments in Africa during Q1 [5]. Group 5: IPO Progress - Honor has completed its share reform and is currently preparing for an IPO, having engaged various intermediaries for the process, with plans to complete the shareholding reform by the end of 2024 [5].