Core Insights - The automotive industry is experiencing a clash between two opposing strategies: "de-Huawei" and "embracing Huawei" as exemplified by recent executive movements and management style shifts within companies like Li Auto and Avita [1][12][13] Group 1: Executive Movements - Sun Baigong, a senior executive with experience at both Huawei and Li Auto, has joined Avita as the GTM (Go-To-Market) head, overseeing product launch strategies and global market expansion [1][3] - Sun's background includes significant roles at Huawei, where he contributed to the independent branding and globalization of the Honor brand, showcasing his dual expertise in technology and automotive sectors [3][5] Group 2: Management Style Shifts - Li Auto has transitioned from a rigid PBC performance management system to a more flexible OKR system, reflecting a need for better collaboration and innovation amidst pressures for short-term performance [5][9] - The shift in management style at Li Auto is part of a broader trend where several Huawei-affiliated executives have left the company, indicating a strategic pivot away from Huawei's influence [5][12] Group 3: Avita's Strategic Positioning - Avita has submitted its IPO application to the Hong Kong Stock Exchange, aiming to become the first state-owned new energy vehicle company listed in Hong Kong, with projected revenue growth of 169% in 2024 [9][12] - The company plans to enter 50 countries and regions by 2026, and Sun's experience in market expansion aligns with this ambitious international strategy [9][12] Group 4: Industry Trends - The automotive sector is clearly dividing into two camps: one represented by Li Auto, which seeks to establish an independent decision-making framework, and the other by Avita, which aims to leverage Huawei's technological ecosystem for competitive advantage [12][13] - This strategic divergence highlights the ongoing adjustments companies must make in response to intensifying competition within the automotive industry [13]