余承东职务调整！

Core Viewpoint - The article discusses the recent changes in Huawei's organizational structure, particularly regarding Yu Chengdong's position and the establishment of a new entity, Yingwang, which will house Huawei's smart automotive solutions business [4][7][13]. Group 1: Changes in Leadership and Structure - Yu Chengdong's title on Huawei's official website has been updated, removing his role as Chairman of the Smart Automotive Solutions BU, now only listing him as Executive Director and Chairman of the Terminal BG [4][8]. - The adjustment in Yu Chengdong's position aligns with the transfer of Huawei's Smart Automotive Solutions BU into Shenzhen Yingwang Intelligent Technology Co., Ltd., where Huawei's stake has decreased from 100% to 80% [7][13]. - The leadership of Yingwang has also changed, with Xu Zhijun becoming the Chairman, and Yu Chengdong serving as Vice Chairman alongside other notable figures from partner companies [14]. Group 2: Performance and Market Impact - During Yu Chengdong's tenure as Chairman of the Smart Automotive Solutions BU, the Hongmeng Zhixing brand saw significant sales growth, with a total of 445,000 vehicles delivered in 2024, making it the top-selling Chinese automotive brand by average transaction price [11]. - The Wanjie brand, a collaboration between Huawei and Seres, emerged as a key sales driver, with Seres reporting a staggering 267.96% year-on-year increase in sales to 389,400 vehicles in 2024 [12]. - Despite the success of the Wanjie brand, Seres' overall sales experienced a decline of 46.31% during the same period [12]. Group 3: Strategic Partnerships and Financial Transactions - The establishment of Yingwang is seen as a strategic move to create a multi-shareholder platform for technology and resource sharing in the automotive industry, transitioning Huawei's role from a pure supplier to a collaborative entity [14]. - Seres and Avita Technology have both acquired 10% stakes in Yingwang, with each transaction valued at 11.5 billion yuan, indicating a strong financial commitment to the partnership [15][16]. - Analysts predict that the independent operation of Huawei's automotive business could lead to significant revenue growth, estimating potential revenues between 127.5 billion yuan and 165 billion yuan, with net profits projected at 19.1 billion yuan to 24.8 billion yuan assuming a 15% net profit margin [18].