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不止于手机,荣耀IPO亮出AI野心
21世纪经济报道· 2025-06-28 08:24
作 者丨倪雨晴 编 辑丨包芳鸣 荣耀又迈出关键一步。 据中国证监会网站披露,6月26日荣耀终端股份有限公司获上市辅导备案,辅导券商为中信证 券。 这意味着,荣耀正式启动A股IPO,即将开启在资本市场的新征程。 此次IPO,也将成为荣耀"二次创业"的标志性事件。上市后,荣耀将继续从硬件制造商向AI终 端生态公司转型,持续推进荣耀的"阿尔法战略"。 对于荣耀而言,今年历经起伏。2025年1月,李健出任荣耀CEO,此时荣耀正处于转型期,面 临着诸多挑战。几个月后,随着内部组织焕新和新品频出,荣耀重回节奏。 组织方面,荣耀开放38个关键管理岗位公开竞聘,24%参与竞聘者为90后;荣耀内部新产业 孵化部、新商业模式拓展部、AI&软件业务部等一级部门相继成立;产品方面,荣耀推出包括 主打长续航的手机荣耀Power、电竞性能旗舰手机荣耀GT Pro、轻旗舰手机荣耀400系列,以 及7月2日即将迎来第五代折叠屏旗舰手机荣耀Magic V5等在内的多款新品,产品力迅速复 苏。 Counterpoint资深分析师Ivan Lam向21世纪经济报道记者分析道:"中国市场竞争非常激烈, 中国手机厂商要面临多重挑战。荣耀此前证明过,可 ...
荣耀正式启动上市 AI、机器人等多赛道将注入发展动能
中经记者 陈佳岚 广州报道 《中国经营报》记者从中国证监会官网了解到,6月26日,荣耀终端股份有限公司(以下简称"荣耀") 在深圳证监局办理辅导备案登记,辅导机构为中信证券股份有限公司。这也意味着荣耀正式迈出了A股 IPO的关键一步。 事实上,"荣耀上市"一直备受各方关注。直至2022年11月,荣耀发布董事会公告,首次声明"通过首发 上市推动登陆资本市场",才明确了其IPO路径。 谈及IPO的最新进展,在此前举行的荣耀400系列发布会后,荣耀公司CFO彭求恩在接受记者采访时表 示,公司于2024年年底完成股份制改造,已聘用了券商、律所、会计师等,各项筹备工作都在积极开展 中。同时,荣耀正在推进AI终端开放生态战略和全球化战略。 上市进程与组织调整 在管理团队和组织架构方面,荣耀内部启动"雄鹰计划",开放38个关键管理岗位公开竞聘,24%参与竞 聘者为90后。荣耀期望借此激发活力,提升团队战斗力,以应对激烈的市场竞争。之后,荣耀又启 动"全球百万雄鹰计划",构建擎鹰、战鹰、雏鹰、耀鹰人才矩阵,面向全球招募10+技术领军人才、 100+销售精英、1000+高校毕业生及10000+用户体验官,荣耀持续加码AI时代的 ...
不止于手机,荣耀IPO亮出AI野心
Group 1 - Honor has officially initiated its A-share IPO process, marking a significant step in its "second entrepreneurship" and transition from a hardware manufacturer to an AI terminal ecosystem company [1][2] - The company has undergone organizational changes and product launches, including the introduction of several new models such as the Honor Power and Honor GT Pro, which have contributed to its recovery in product strength [1][2] - Honor's strategic focus is on AI, with plans to invest $10 billion over the next five years to advance its "Alpha Strategy," aiming to become a leader in the AI terminal ecosystem [3][4] Group 2 - Honor has established new departments dedicated to AI and software, with a workforce of 2,600 in these areas, and has entered the robotics sector to support its AI strategy [5] - The company has achieved significant sales growth, with the Honor 400 series recording a 195% increase in first-day sales compared to the previous series, indicating a strong market recovery [6][7] - Honor is expanding its global presence, with substantial growth in regions such as Latin America and the Middle East, aiming to transition from "China Honor" to "World Honor" [8]
荣耀公司IPO提速:成为一家AI生态企业,它做好准备了吗?
Mei Ri Jing Ji Xin Wen· 2025-06-27 09:46
Group 1 - Honor has officially submitted its IPO counseling application on June 26, 2023, with CITIC Securities as the counseling institution [1] - The company is facing multiple challenges, including market share, as it prepares for its IPO [1][3] - Honor's registered capital is 32.239 billion yuan, with Shenzhen Zhixin New Information Technology Co., Ltd. holding 49.55% of the shares [3] Group 2 - Honor aims to transform from a smartphone manufacturer to a leading AI terminal ecosystem company, planning to invest $10 billion over the next five years [1][2] - The company has launched several new products targeting niche markets, which has led to a recovery in sales, achieving a 13.7% market share in a recent week [4] - Honor's overseas market sales increased by 50% last year, with plans to establish Europe as its second home market outside China [5] Group 3 - The CEO of Honor, Li Jian, highlighted three main challenges for AI implementation: scene efficiency, performance limitations, and trust issues related to privacy and ethics [6] - Honor is focusing on key technologies to enhance AI deployment, including intelligent agent collaboration and interconnectivity across different brand devices [6] - The market perception of AI companies is changing, with expectations that Honor will receive higher valuations as it positions itself as the first AI terminal ecosystem company in the A-share market [7]
解码荣耀“精神三变”:“三部曲”何以重构AI时代品牌哲学?
Huan Qiu Wang· 2025-06-13 08:46
【环球网科技报道 记者 郑湘琪】生活中的细微瞬间,往往蕴藏着震撼人心的力量。40年前,一个从山村初入县城中学深感落差的少年,在母亲用鸡蛋换来 的一袋硬币中,触摸到生活的真实,更觉醒了肩上的责任,这份力量成为他成长的基石。 一名博士应届毕业生面对职业选择的迷茫,从热爱的高达模型中获得启示,凭借对机器人的热爱,以4米/秒的机器人运动算法打破行业纪录,彰显热爱激发 潜能的力量。 荷兰一位企业家身患渐冻症,仅双眼能动,却在一家中国科技企业的助力下,借前沿科技实现"用大脑的想象画画"的梦想,举办了一场自己的画展,印证梦 想可突破身体局限。 近日在荣耀400系列发布会上,荣耀CEO李健讲述了这三个与其有关的故事:"一袋硬币""一个玩具"的主人公分别是他自己和一位叫陈林的荣耀工程师,"一 张画布"中那家帮助渐冻症患者圆梦的企业也正是荣耀。 三个故事,三种真实,巧合地对应着尼采的"精神三变"。而荣耀也从生活、热爱与梦想的真实中汲取力量,将"回归真实,释放潜能,自我超越"三部曲融入 品牌发展:独立后认清现实、回归品牌真实及真实用户需求,并通过阿尔法战略的逐步落地不断释放品牌潜能,以期在未来实现品牌的自我超越。 而在荣耀400系 ...
8分钟,跌停到涨停!无人物流车概念股“地天板”,机构看好商业化1-10阶段
Ge Long Hui· 2025-06-03 05:16
Group 1: Market Performance - The stock price of Hexing Co., Ltd. experienced a dramatic shift from a limit down to a limit up within 8 minutes, closing at 21.99 yuan per share with a total market value of 8.818 billion yuan, marking a cumulative increase of nearly 41% since April 9 [1][5] - Other companies in the unmanned logistics vehicle sector also saw significant stock performance, with Debon Logistics achieving five consecutive trading limits and Tongda Electric reaching six limits in seven days [3] Group 2: Financing Activities - L4-level autonomous driving companies have been actively securing funding, with Jiushi Intelligent completing a $100 million Series B3 financing, New Stone Technology raising 1 billion yuan in Series C+ financing, and White Rhino securing 200 million yuan in Series B financing [4][6] Group 3: Industry Development - The unmanned logistics vehicle industry is transitioning from "technically feasible" to "commercialization," with companies like Jiushi launching new models and pricing strategies aimed at reducing costs [7][8] - The pricing of unmanned logistics vehicles is now lower than that of traditional trucks, with subscription services for fully autonomous driving significantly cheaper than driver wages [8] Group 4: Company Clarifications - Hexing Co., Ltd. clarified that it is not involved in the unmanned logistics vehicle business, and the current market hype will not impact its performance [11] - Other companies, including Tongda Electric and Debon Logistics, also stated they do not have revenue from unmanned logistics vehicles and highlighted the potential for irrational market speculation due to their small external circulation [16][17] Group 5: Future Outlook - Analysts suggest that unmanned logistics vehicles could lead the rapid commercialization of L4 autonomous driving, with significant growth expected in order volumes for leading manufacturers [19] - Investment opportunities are recommended in logistics operations, component suppliers, and algorithm platform companies, with specific companies highlighted for their potential in these areas [19]
荣耀CEO李健:回归真实底色,团结全世界科技力量构建AI生态
Huan Qiu Wang· 2025-05-30 10:56
【环球网科技报道 记者 郑湘琪】在《斐德罗篇》中,柏拉图将人的灵魂比作一驾马车的御马人和两匹马,理性是马车夫,激情是一匹白马,欲望是一匹黑 马。 在荣耀400系列发布会上,荣耀公司CEO李健以这一哲学隐喻为引,提出"荣耀文化三部曲":"回归真实,和灵魂对话,让科技与人文结合,最大限度释放人 的潜能,实现自我超越,找回原本就属于我们的爱、快乐和智慧。" 继1月履新、3月首次公开亮相,5月28日,李健终于完成国内首秀。事实上,在上任后的4个月里,其需要面临的机遇与挑战交织。一方面,中国AI的"深度 求索"催生出业界对AI"奇点"将至的判断,同时"国补"政策点燃智能终端消费热潮。另一方面,IDC等机构数据显示,荣耀一季度销量承压,潜力有待释放。 在这样的背景下,李健及一众管理层如何为荣耀校准航向、乘风破浪?他们亮出的新打法,显然不止于聚焦人性与真实的"荣耀文化三部曲"。 " 雪山 " 筑基,重构 AI" 阵形 " 李健告诉记者,荣耀的新治理理念可以用"雪山模型"来形容,即一家真正优秀的公司有四个最重要的特征——高高的山、长长的坡、宽宽的河、厚厚的 雪。"高高的山"和"长长的坡"分别对应公司集体领导团队必须达到行业领 ...
手机厂商集体布局机器人!荣耀新帅首秀,详解战略转型路径
Hua Xia Shi Bao· 2025-05-29 15:27
Core Insights - The mid-range smartphone market, priced between 2000 to 3000 yuan, is becoming a key battleground for manufacturers as AI technology advances and government subsidies support this segment [2][3] - Honor's CEO, Li Jian, emphasized the transition from the digital era to the AI era, indicating that the company's focus is on strengthening its core capabilities rather than solely on sales volume [2][4] - The differences in pricing and specifications between domestic and overseas versions of Honor's 400 series highlight the company's strategic focus on the Chinese market [3][4] Market Dynamics - The mid-range smartphone segment is crucial for manufacturers as it offers profit margins compared to entry-level devices, with most companies prioritizing sales volume this year [3][4] - Honor's 400 series includes two versions, with domestic prices significantly lower than their overseas counterparts, indicating a strategic pricing approach to regain market share [3][4] Company Strategy - Honor is undergoing a transformation, with a new management team and a focus on product line completion, aiming to compete effectively in a challenging domestic market [5][6] - The company is also exploring new growth avenues, particularly in the robotics sector, as traditional smartphone growth slows down [6][7] Robotics Initiative - Honor is actively investing in robotics, with Li Jian confirming that the company is focusing on this area as part of its strategy to evolve into an AI terminal ecosystem company [7][8] - The company plans to invest $10 billion over the next five years to support this transition, indicating a significant commitment to innovation and new product development [7][8]
Redmi K80至尊版疯狂堆料,中端性能旗舰大战拼刺刀了?
3 6 Ke· 2025-05-25 04:44
来源|雷科技 算算时间,redmi的K80至尊版也是差不多到发布的时间了,虽然去年的K70至尊版是在7月发布的,按理来说K80至尊版应该也是差不多的时间。但是,今年 的情况显然有点不一样,联发科和高通的处理器大战白热化,纷纷提前了下一代旗舰芯片的发布时间,直接提前到了9月份。 换言之,如果K80至尊版不在7月份之前发布,那么就要面临发布仅两个月,新旗舰就要上线的尴尬情况了,所以早前就有消息称K80至尊版会提前到6月份 发布,留出更多的销售时间。 现在来看,这则传言很可能是真的,因为K80至尊版的不少核心配置已经曝光,同时备案信息也已经公开,这意味着这款手机已经进入量产阶段,即将上市 发布。现在唯一的悬念可能就是能否赶上618的尾班车,给米粉们一个惊喜了。 狂暴堆料,最强Redmi"至尊版"? 从网上曝光的信息来看,K80至尊版将搭载天玑9400+,也是目前天玑系列的最强芯片。这个基本上是没有争议的,因为前几代至尊版都是如此,除了早就 知道结果的芯片外,最关键的还是屏幕等方面的配置。 而且还将搭载目前小米系最大容量的电池,额定值为7210毫安时,典型值为7400毫安时,比前代的K70至尊版多了1400毫安时,加 ...
对话菜鸟CTO李强:无人车还要经历三个阶段的竞争,未来会升级成载货机器人
Mei Ri Jing Ji Xin Wen· 2025-05-20 09:45
Core Viewpoint - The development and deployment of autonomous delivery vehicles in the logistics sector have advanced significantly, with companies like Cainiao leading the way in integrating these technologies into their operations [1][5][20]. Group 1: Technology and Deployment - Autonomous delivery vehicles have been successfully implemented in various environments, including urban roads and rural areas, creating a digital logistics network [1][5]. - As of April 2023, Cainiao has delivered hundreds of its GT series autonomous vehicles, with expectations to surpass 1,000 units soon [5][11]. - High-precision mapping is identified as a critical factor for the rapid deployment and flexible routing of autonomous vehicles [5][12]. Group 2: Efficiency and Cost Reduction - During peak periods, such as the "Double 11" shopping festival, each autonomous vehicle can make 3 to 4 round trips daily, transporting over 2,000 packages, achieving 2 to 3 times the efficiency of traditional delivery methods while significantly reducing costs [6][9]. - Cost reductions for different delivery points can vary between 30% to 50%, depending on the application scenarios found for the autonomous vehicles [9][11]. Group 3: Market Dynamics and Pricing - The current pricing model for autonomous vehicles is relatively low, with a typical five-year total price starting at 149,800 yuan, which includes vehicle hardware and technical service fees [11][12]. - The market for autonomous vehicles is expected to grow, with predictions of over 200,000 autonomous delivery vehicles deployed in the express delivery sector within the next three to five years [17][18]. Group 4: Future Development and Competition - The autonomous vehicle industry is anticipated to undergo three competitive phases: improving technology, providing comprehensive solutions, and enhancing overall corporate strength [18][20]. - Companies are exploring new models, including a potential "pay-per-order" system, which would require advanced capabilities in vehicle dispatch and order allocation [18][20]. Group 5: Innovations and Future Models - Cainiao is developing new models, including cold chain delivery vehicles and flexible models like GT FLEXI, which can exceed speeds of 60 km/h and carry larger cargo volumes [22][24]. - Future autonomous vehicles are expected to become more interactive, allowing for natural communication with customers and traffic authorities [24][26].