高管被架空？战略摇摆的爱玛科技开启“大瘦身”，高端品牌零际、国际事业部两大部门成为重灾区，减员超50%

Core Viewpoint - Aima Technology has initiated significant layoffs across multiple departments, marking the largest personnel optimization in recent years, particularly affecting its high-end brand "Zero Boundary" and the international business division [2][4][7]. Group 1: Layoff Details - The layoffs have impacted various departments, including the international business division, domestic business division, after-sales, branding, e-commerce, and the high-end brand "Zero Boundary," with the international division and "Zero Boundary" being the most affected [4][5]. - Approximately 180 employees from the international business division, which had between 300 to 400 employees, are expected to be laid off, representing over 50% of the workforce [4]. - The "Zero Boundary" brand, which peaked with around 80 employees, has seen its team reduced to about 40, indicating a significant downsizing [4]. Group 2: Reasons for Layoffs - The primary reason for the layoffs in the international business division is reported to be poor performance, while the downsizing in "Zero Boundary" is attributed to the relocation of operations from Tianjin to Chongqing [4][7]. - The after-sales department is also heavily affected due to a policy shift towards outsourcing, leading to many employees being asked to transition to third-party companies without adequate compensation [5][6]. Group 3: Financial Performance - Aima's international business revenue was approximately 120 million yuan in the first half of 2024, which further declined to about 90.37 million yuan in the first half of 2025, indicating a downward trend [7]. - Despite a reported revenue growth of 20.78% to 21.09 billion yuan and a net profit increase of 2.78% to 1.907 billion yuan in Q3 2025, the company is undergoing significant layoffs, suggesting underlying issues [14]. Group 4: Strategic Challenges - The company has faced challenges in transitioning to high-end markets, as its historical focus has been on mid-range electric bicycles priced around 2000 yuan, which are now affected by new regulatory standards [14][15]. - Aima's strategy has been inconsistent, with shifts from external procurement to in-house development for its "Zero Boundary" brand's smart technology, reflecting a lack of clear direction [8][10]. Group 5: Organizational Changes - The restructuring has led to the division of the electric vehicle department into domestic and international segments, with significant leadership changes and a reduction in the authority of key figures like the former president of the domestic division [11][13]. - Frequent organizational changes and a rigid structure have been cited as factors contributing to employee dissatisfaction and turnover, further complicating the company's operational stability [15].