独家丨OPPO前中国区总裁刘波赴印，或涉合资股权布局

Core Viewpoint - OPPO is making strategic adjustments in response to market contraction, particularly focusing on enhancing its presence in the Indian market through high-level personnel changes and potential partnerships with local entities [2][3]. Group 1: Personnel Changes - Liu Bo, former president of OPPO China, has ended his executive training early to lead efforts in India, marking the second high-level personnel adjustment in three months aimed at overseas markets [2]. - Liu Bo has a long history with OPPO, having joined in 2005 and held various key positions, including Chief Procurement Officer and President of the Emerging Mobile Terminal Division [3]. Group 2: Market Strategy - OPPO aims to strengthen its market position in India, where it currently holds a 13.9% market share, surpassing Samsung to become the second-largest player as of Q3 2025 [2]. - The Indian government has specific requirements for joint ventures with Chinese mobile companies, mandating that local partners hold at least 51% of the shares and that local executives are appointed [3]. Group 3: Future Prospects - Liu Bo's trip to India is seen as a critical move to negotiate potential capital investments from the Indian government in OPPO's joint ventures, which could help navigate regulatory challenges [2][3].