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赛道Hyper | 荣耀焕新战略:组织变革与生态重构
Hua Er Jie Jian Wen·2025-06-03 05:30

Core Viewpoint - Honor is transitioning from a "smartphone manufacturer" to an "AI terminal ecosystem company," marked by the launch of the "Global Million Eagle Plan" and a new management team's public strategy presentation [3][4][22]. Group 1: Strategic Initiatives - The "Global Million Eagle Plan" consists of four segments: "Eagle," "War Eagle," "Chick," and "Shining Eagle," focusing on technology research, market expansion, talent acquisition, and user insights [4][6]. - The "Eagle" plan aims to recruit 10 leading technical talents globally, targeting breakthroughs in critical AI and hardware technologies [4]. - The "War Eagle" plan involves recruiting 100 sales elites to support growth in regions like Latin America and the Middle East, where sales have increased by over 50% [5][6]. - The "Chick" plan will recruit 1,000 recent graduates to inject fresh talent into the organization, while the "Shining Eagle" plan will recruit 10,000 user experience officers to capture real-time consumer demand [6][4]. Group 2: Organizational Transformation - The company is undergoing a significant organizational transformation, referred to as the "433" formation, which includes cognitive elevation, capability enhancement, and restructuring paths [7][8]. - The "433" strategy emphasizes four key mindsets: AI thinking, ecosystem thinking, user thinking, and business thinking, along with three driving forces: user-driven, innovation-driven, and competition-driven [8]. Group 3: AI and Technology Development - Honor's core strategy, the Alpha Strategy, outlines a three-step path: creating truly intelligent phones, building a physical AI ecosystem, and exploring human potential in the AGI era [9][22]. - New departments have been established to support this strategy, including AIOS, AI hardware, and AI platform divisions, which will collaborate on data, algorithms, and hardware [9][10]. - The establishment of the New Industry Incubation Department marks Honor's entry into the robotics field, with ongoing recruitment for roles related to AI and robotics [10][22]. Group 4: Cultural and Governance Changes - Honor is redefining its corporate culture around the core value of "real is power," aiming to enhance organizational efficiency, technical research, and ecological collaboration [11][12]. - The company has seen a significant increase in overseas pre-orders for the Honor 400 series, achieving 2-3 times the volume of previous models [12]. - The governance model, termed the "Snow Mountain Model," emphasizes collective leadership and long-term strategic planning [9][10]. Group 5: Market Positioning and Competitive Edge - Honor's strategy aims to create a differentiated core technology competitive advantage through collaboration with partners like Google Cloud and Qualcomm [19][22]. - The Honor 400 series is among the first devices to support cross-system file transfer between "Honor-iOS" and "Honor-Harmony," breaking down operating system barriers [20][21]. - The overall strategy is a systematic project that integrates talent, technology, and market approaches to redefine the company's value paradigm in the AI era [21][22].