李健要找到自己的「荣耀」

Core Viewpoint - Honor is set to launch a series of new products in the second half of the year, aiming to stabilize internal operations and prepare for an upcoming IPO, under the leadership of new CEO Li Jian [1][7][18]. Group 1: Internal Stability - The internal environment at Honor has been relatively unstable due to leadership changes, with six out of eight regional heads being adjusted since the resignation of former CEO Zhao Ming [4][5]. - Li Jian has initiated the "Eagle Plan" to reform the management structure, opening 38 key positions for public competition, resulting in a 45% adjustment in leadership roles [5][6]. - The launch of numerous new products is seen as a way to demonstrate internal stability and boost employee morale [6][18]. Group 2: Shareholder Expectations - Honor's immediate priority is its IPO, with recent steps taken to prepare for this, including completing a share reform and filing for guidance with the Shenzhen Securities Regulatory Bureau [8][10]. - Recent sales data indicates a decline in market share, with a 12.8% year-on-year drop in smartphone shipments, which raises concerns among shareholders about maintaining a favorable valuation [10][11]. Group 3: Li Jian's Leadership Challenges - Li Jian faces significant pressure to ensure that the company's operations and leadership remain stable, especially in light of the IPO requirements that stipulate no major changes in business or management within three years [11][12]. - The "Alpha Strategy" announced by Li Jian focuses on developing AI smart terminals and ecosystems, which aligns with current market trends [13][15]. - There is a need for tangible product innovations to support the strategic narrative, as previous efforts may not be sufficient to meet market expectations [17][18]. Group 4: Product Development and Market Position - The recent launch of the Honor Magic V5 showcases advancements in product design, particularly in achieving thinner foldable screens, but the innovations are not deemed groundbreaking [20][22]. - Li Jian is tasked with finding a unique identity for Honor that distinguishes it from competitors, especially as the company faces pressure from Huawei's return to the market [36][37]. - The success of the Magic V5 is seen as a positive start, but sustaining the company's valuation and supporting significant investments in AI will require new revenue streams [38][39].