Core Viewpoint - The company believes that its most challenging period has passed, and it is undergoing significant internal restructuring and strategic transformation to adapt to market changes and enhance its competitiveness [2][6][7]. Group 1: Internal Restructuring - Following the departure of CEO Zhao Ming and several key executives, the new CEO Li Jian initiated a major personnel overhaul called the "Eagle Plan," which involved open competition for key positions within the company [3][4]. - This restructuring affected 38 key positions in the Chinese market, with 45% of personnel adjusted within a week through a transparent internal voting process [3][4]. - Li Jian emphasized the importance of placing capable individuals in suitable roles, marking a significant shift in the company's historical approach to personnel management [4]. Group 2: Market Performance - In the first quarter, the company's market share dropped to 13.7%, falling out of the top five rankings, attributed to previous operational decisions and a lack of new product launches [6][7]. - Despite challenges in the domestic market, the company reported strong growth in overseas markets, with Latin America experiencing a nearly 30% increase and the Middle East and Africa seeing a 66% rise in sales [7]. - The company aims to reverse the sales decline with the launch of new products, including the 400 series and foldable devices, targeting a return to the top three in market share by the end of the year [7]. Group 3: Strategic Transformation - The company announced a strategic shift from being a smartphone manufacturer to becoming a leading AI terminal ecosystem company, with plans to invest over $10 billion in AI ecosystem development over the next five years [8][10]. - New departments have been established to support this transformation, including an AI new industry department and a global brand department [8]. - The company is also preparing for an IPO, having completed its restructuring and aiming to align its strategic goals with market conditions [9][10].
李健上位 荣耀刮骨
经济观察报·2025-05-31 04:11