多线扩张业务面临信任危机 哈啰“电动车智能化”叙事受考验

Core Insights - The article highlights the challenges faced by Hello's electric vehicle (EV) business, particularly due to the discontinuation of 2G network services, which has rendered many smart features in their EVs non-functional [1][5][6] - Hello's expansion strategy, which includes various services like ride-hailing and autonomous driving, is under scrutiny as it faces a trust crisis among users [2][7] Group 1: User Experience and Feedback - Users have reported significant issues with Hello's electric vehicles, including the loss of smart functionalities and difficulties in contacting customer service [1][4] - Many customers feel abandoned by Hello, as the company has not effectively communicated service changes or provided adequate support [4][6] - The introduction of a paid upgrade for 4G capabilities has not been well received by users, who are frustrated with the sudden loss of features they initially paid for [4][5] Group 2: Business Strategy and Market Position - Hello's electric vehicle business has not expanded as anticipated, with reports indicating a shift towards a rental model and the closure of physical stores [3][6] - The company is attempting to pivot towards new growth areas, such as Robotaxi technology, in collaboration with partners like Ant Group and CATL, indicating a need for innovation and diversification [7][8] - Analysts suggest that Hello must focus on solidifying its core services and ensuring safety in its operations, rather than solely emphasizing smart technology [8] Group 3: Regulatory and Industry Context - The discontinuation of 2G services has raised questions about the responsibility of manufacturers in informing consumers about potential risks associated with network changes [5][6] - Other companies in the electric vehicle sector, such as Niu, are also facing similar challenges, indicating a broader industry issue regarding the transition from older network technologies [5][6] - Legal experts suggest that Hello may need to proactively address potential liabilities related to the loss of smart features due to the 2G network shutdown [5][6]