记者丨叶映橙 见习记者林健民 资料显示，赵明出生于1973年3月，上海交通大学移动通信与电子系统专业硕士毕业，曾任华 为技术有限公司3G研发工程师、NodeB PDT经理、CDMA&Wimax&TD-SCDMA产品线总 裁、全球无线行销部部长、意大利代表处代表、荣耀业务部总裁、荣耀终端股份有限公司CEO 等职务，执掌荣耀品牌10年，拥有逾25年全球科技企业管理经验。 财报显示，2025年前三季度，千里科技实现营收69.46亿元，同比增长44.27%；实现归母净利 润5327.94万元，同比增长33.37%；扣非归母净利润-1.76亿元，同比下滑826.19%。 编辑丨谢珍 2月13日，千里科技股价涨停，报11.39元/股，总市值为515亿元。 消息面上，2月12日盘后，千里科技发布公告称，公司于当天召开第六届董事会第三十次会 议，同意提名赵明为公司第六届董事会非独立董事候选人，任职期限与本届董事会任期一致。 同时，拟对《公司章程》第一百零九条进行修订，增设联席董事长一人。21快讯记者以投资者 身份致电千里科技，公司接线人员表示， 预计将于2月底股东大会上通过任命赵明为联席董事 长。 | 赵明-George @ ...

2月12日，千里科技发布公告称，公司董事会以《关于修订<公司章程>的议案》通过股东会审议为前 提，同意提名赵明为公司第六届董事会非独立董事候选人，任职期限与本届董事会任期一致。 赵明的 任职资格已事先经公司董事会提名委员会审核通过，该议案尚需提交公司2026年第一次临时股东会审 议。 同日，千里科技董事长印奇发布微博称，欢迎明哥！ 骐骥驰骋，志在千里！ 赵明则回应称，非常荣幸有缘际会千里科技，一个可以奋斗十年的事业，期待与印奇兄弟携手一起打造 AI商业闭环，助力千里腾飞。 2月12日，千里科技发布公告称，公司董事会以《关于修订<公司章程>的议案》通过股东会审议为前 提，同意提名赵明为公司第六届董事会非独立董事候选人，任职期限与本届董事会任期一致。 赵明的 任职资格已事先经公司董事会提名委员会审核通过，该议案尚需提交公司2026年第一次临时股东会审 议。 同日，千里科技董事长印奇发布微博称，欢迎明哥！ 骐骥驰骋，志在千里！ 赵明则回应称，非常荣幸有缘际会千里科技，一个可以奋斗十年的事业，期待与印奇兄弟携手一起打造 AI商业闭环，助力千里腾飞。 责任编辑：梁斌 SF055 责任编辑：梁斌 SF055 ...

时隔一年多，前荣耀CEO赵明终于有了新动静。 去年1月他辞别荣耀，之后的这一年多里，坊间传言满天飞，说他要去字节，说他要去智界，甚至说他可能回归华为，结果全是虚晃一枪。 直到这两天，靴子终于落地了，赵明即将加入千里科技，知情人士透露，他将出任联席董事长。 赵明自己也在第一时间发声，话不多，但挺有分量："非常荣幸有缘际会千里科技，一个可以奋斗十年的事业，期待与印奇兄弟携手一起打造AI商业闭环， 助力千里腾飞。" 但现在的千里，核心战略不是造车，是"AI+车"。 这就有意思了，赵明来了，不是去当造车老大，不是去管供应链、管销售渠道，而是去管"AI商业模式的闭环战略"。 注意这句话里的两个关键词。一个是"奋斗十年"，一个是"AI商业闭环"。 先说"十年"。去年在复旦管院的论坛上，赵明就说过，自己想找一个真正让他兴奋起来的方向，一个值得再投十年甚至更久的事业。 当时很多人以为这是场面话，现在回头看，人家是真在等、真在找。这一年多的沉寂，不是闲着，是在挑。 再说"AI商业闭环"。这句话，才是整件事的点睛之笔。 很多人一听千里科技，可能不太了解，千里的前身是力帆科技，重庆老牌民企，后来转型做新能源，旗下有力帆摩托、派方摩 ...

2月12日消息，原荣耀CEO赵明通过微博正式官宣加入千里科技，直言这是"一个可以奋斗十年的事业"，并表示期待与千里科技董事长印奇携手打造AI商业 闭环，助力企业发展。对此，印奇也发文回应，以"骐骥驰骋，志在千里！"表达对赵明的欢迎。 据悉，赵明此次将出任千里科技联席董事长，他与印奇早有接触，自2025年下半年起，双方的交流愈发频繁。而吸引拥有20多年和通信行业经验的赵明加入 的核心原因，是其将AI视作下一个值得投入20年的赛道。赵明曾在2025年9月的媒体沟通会上透露，自己一直在寻找能让人兴奋、值得投入10年甚至更久的 事业，而AI领域正是其心之所向。 编辑点评：赵明的加盟，是消费电子领域资深掌舵者向AI+智能终端赛道的重要跨界，也为千里科技的AI商业化布局补上了关键一环。赵明在消费电子终端 的产品打造、商业落地与品牌运营上的丰富经验，与印奇在AI底层技术与战略布局的优势形成互补，二者的联手让千里科技"AI+车"的战略有了更坚实的商 业化落地基础。 ...

Core Viewpoint - The addition of Zhao Ming to Qianli Technology's board may be a crucial step in establishing a complete AI business model for the company [1][7]. Group 1: Zhao Ming's Role and Background - Zhao Ming, former CEO of Honor, is expected to serve as co-chairman of Qianli Technology, focusing on advancing the AI business model [1][7]. - Zhao Ming has over 20 years of experience in the mobile and communications industry and sees AI as a field worth investing another 20 years in [3][8]. - During his tenure at Honor, Zhao Ming achieved significant milestones, including leading the brand to regain market share and developing an AI strategy that positioned Honor at the forefront of the industry [9]. Group 2: Strategic Challenges and Opportunities - Qianli Technology is undergoing a strategic transformation and resource integration, with diverse shareholders including Geely, Mercedes-Benz, and the Chongqing government [9]. - The company faces the challenge of effectively integrating resources from a large team, including over a thousand members from Geely and Megvii [9]. - Zhao Ming's expertise in consumer-facing sectors is expected to enhance Qianli's strategic decision-making and help establish a global brand and operational system [10]. Group 3: Financial Performance and Business Model - In the first three quarters of 2025, Qianli Technology reported revenues of 6.95 billion yuan, but with a profit margin of less than 1%, primarily from terminal manufacturing businesses [10]. - The AI business is still in the investment phase, indicating that the company's business model requires upgrading [10]. - The collaboration between Zhao Ming and Qianli's current leadership is seen as a necessary alignment to develop a new business model for the AI era [10][11].

Core Viewpoint - The former CEO of Honor, Zhao Ming, is set to join the board of Qianli Technology, collaborating with Chairman Yin Qi to embark on a significant narrative regarding the commercialization of AI [1] Group 1: Key Individuals - Yin Qi is recognized as a pivotal figure in the AI 1.0 era and recently announced his role as Chairman of Jiejue Xingchen, securing a record financing amount exceeding 5 billion RMB [1] - Zhao Ming is a prominent veteran in the mobile terminal industry, known for his achievements at Huawei and Honor [1] Group 2: Strategic Roles - Yin Qi is expected to play the role of a "lighthouse," focusing on strategic direction in AI technology to ensure it remains at the forefront [1] - Zhao Ming will act as the "engine," emphasizing the closed-loop strategy for AI business models, facilitating the conversion of technology into market applications [1] Group 3: Industry Impact - The collaboration between Yin Qi and Zhao Ming is anticipated to help Qianli Technology establish a new paradigm for the commercialization of AI in China [1]

Core Viewpoint - The addition of Zhao Ming to Qianli Technology's board is seen as a crucial step towards establishing a complete AI business model, integrating technology with commercial viability [2][3]. Group 1: Zhao Ming's Role and Background - Zhao Ming, former CEO of Honor, is set to join Qianli Technology as co-chairman, focusing on advancing the AI business model while co-founder Inqi will concentrate on AI technology strategy [3]. - After leaving Honor in January 2025, Zhao Ming was rumored to join various tech companies but ultimately chose Qianli Technology, driven by his belief in AI as a long-term investment opportunity [5]. - During his tenure at Honor, Zhao Ming achieved significant milestones, including the survival and market share recovery of Honor and the establishment of its AI strategy, showcasing his strong commercial execution and foresight in technology trends [5]. Group 2: Strategic Challenges and Opportunities - Qianli Technology is undergoing a strategic transformation, facing challenges in resource integration due to its diverse shareholder base, which includes Geely, Mercedes-Benz, and the Chongqing government [5]. - The collaboration between Inqi and Zhao Ming is viewed as a complementary partnership, merging technological expertise with commercial experience to facilitate the scalable implementation of AI solutions [6]. - Qianli Technology reported revenues of 6.95 billion yuan in the first three quarters of 2025, but with a profit margin of less than 1%, indicating that its AI business is still in the investment phase and requires a business model upgrade [6]. Group 3: Future Directions and Market Context - The current period is critical for both Qianli Technology and Zhao Ming, as the company seeks to develop a new business model centered around AI, with Zhao's experience enhancing strategic decision-making in the consumer sector [7]. - The AI industry is at a stage where technological advancements have not yet translated into commercial success, highlighting the need for a balance between technological ideals and tangible business value [7].

Market Performance - The A-share market experienced an upward trend, with the Shanghai Composite Index rising by 0.53%, marking six consecutive days of gains; the Shenzhen Component Index increased by 0.88%; and the ChiNext Index rose by 0.77% [1] Commercial Aerospace Sector - The commercial aerospace sector showed the strongest performance, driving significant gains in related industries such as military electronics, satellite navigation, and aviation engines [3] - The 2025 Third Commercial Aerospace Development Conference and the Fourth Zhongguancun Commercial Aerospace Conference will be held on December 24 in Beijing, focusing on creating a new ecosystem for aerospace and exploring new industrial models [3] - According to Zhongtai Securities, the commercial aerospace industry is entering a new phase of rapid development, with over 600 companies in China and a total of 25 launch sites (18 operational and 7 under construction) [3] - CITIC Securities noted that with the mass launch phases of China Star Network and G60 Qianfan Constellation, along with the operationalization of the Hainan commercial aerospace launch site, the industry is set to enter a new era characterized by high capacity and low costs, opening up a trillion-level market opportunity [3] Computing Power Industry - The computing power industry chain continues to strengthen, with sectors such as PCB, optical modules, liquid cooling, and power equipment seeing increases [4] - Leading stocks like Zhongji Xuchuang reached a historical high, with a market capitalization surpassing 700 billion, reaching 704.9 billion [4] - According to Industrial Securities, by 2026, the overseas computing power chain is expected to enter a new phase of "in-flight refueling," with sustained high growth in capital expenditure from North American cloud vendors and a positive feedback loop in cloud revenue [4] Other Sectors - Additionally, sectors such as new energy, consumer electronics, and semiconductors also experienced gains [5]

Core Viewpoint - The article discusses the transformation of the company from Megvii to Qianli Technology, focusing on the strategic shift towards "AI + automotive" and the importance of establishing a sustainable business model to support technological advancements [4][22]. Group 1: Company Transformation - The chairman of Qianli Technology, Yin Qi, transitioned from founding Megvii to leading Qianli, aiming to create a closed-loop business model that integrates AI with hardware [4][5]. - Qianli Technology, previously known as Lifan Technology, has restructured its ownership and is now focusing on becoming a leading supplier in automotive intelligence [4][6]. - The company aims to leverage its existing capabilities in AI and robotics to create a more comprehensive solution for the automotive industry [4][22]. Group 2: Strategic Insights - Yin Qi emphasizes the necessity of a solid business model to sustain technological innovation, stating that without a viable commercial framework, the team's technical aspirations cannot be supported [4][18]. - The shift from a technology-first approach to a value-driven model reflects a deeper understanding of the relationship between technology and market needs [4][18]. - The company recognizes the importance of integrating AI with physical applications, particularly in the automotive sector, as a means to achieve a sustainable competitive advantage [8][22]. Group 3: Market Dynamics - The competitive landscape for AI and automotive integration is characterized by rapid technological advancements and the need for companies to adapt quickly to market demands [14][20]. - Yin Qi notes that the current AI landscape is a resource-intensive battleground, where companies must combine model development with practical applications to succeed [14][21]. - The article highlights the importance of forming strategic partnerships and alliances within the automotive ecosystem to enhance Qianli's market position [22][25]. Group 4: Future Directions - Qianli Technology plans to focus on developing intelligent driving and cockpit technologies, positioning itself as a key player in the automotive intelligence market [22][23]. - The company aims to establish an open and international approach, collaborating with top-tier partners in the industry to create comprehensive solutions [22][23]. - Yin Qi believes that the future of intelligent driving will rely on data-driven models, emphasizing the need for a robust data ecosystem to support AI applications in vehicles [38][39].