九识智能将进行双品牌运营。"菜鸟无人车"品牌将由菜鸟授权给九识使用，并保持作为阿里巴巴投资孵 化的生态企业身份。 值得一提的是，菜鸟方面人士透露，菜鸟无人车的管理和技术负责人也将加入九识智能，深度参与未来 的战略规划与运营管理。 据悉，在未来的市场布局中，九识智能与"菜鸟无人车"将形成清晰的差异化品牌定位：九识智能将持续 深耕自动驾驶全栈自研技术，提供全场景的智慧运力方案；"菜鸟无人车"则依托其物流科技基因，聚焦 特定场景和关键客户，提供基于RoboVan的智能供应链深度服务。 作者 | 黄昱 在投入无人车研发近10年后，菜鸟做出了一项重大决定。 1月29日，菜鸟无人车和九识智能联合宣布，双方已就无人车业务达成深度战略整合。菜鸟以自身无人 车业务注入、现金投资等方式，成为九识股东，支持九识打造RoboVan超级航母。 事实上，菜鸟入股九识智能的消息早在一个多月前就已传出。 此番靴子落地，标志着双方正式开启在无人车领域的深度协同。 华尔街见闻从菜鸟方面了解到，在经过这次业务整合后，菜鸟自身不再直接生产和销售无人车，但仍会 依托自身的物流场景和生态优势，加大无人车在物流领域的应用。 与此同时，两个品牌的产品将通过 ...

Core Viewpoint - The article highlights the significant price reductions in the autonomous delivery vehicle market, which have made these vehicles more attractive to logistics companies, leading to rapid adoption and increased orders from manufacturers [2][3][11]. Price Reduction and Market Dynamics - Multiple manufacturers have lowered prices or offered favorable policies, prompting logistics companies to shift from high-priced purchases to bulk buying at lower prices [3]. - A notable example includes New Stone's announcement of a "zero down payment, zero interest, 48-month installment" plan for its main models, X3 and X6 [3][6]. - The price of autonomous vehicles has dropped significantly, with one logistics operator recalling a purchase cost of around 200,000 yuan in early 2024, which has now decreased to approximately 100,000 yuan [5]. Adoption and Usage Statistics - As of now, autonomous vehicles have been deployed in over 200 cities and more than 700 logistics points, with over 2,000 vehicles completing 200,000 deliveries daily [9]. - The total delivery volume of autonomous vehicles is expected to reach around 15,000 units by July 2025, with over 60% of this volume coming from the rapid price drop in the second quarter of 2025 [8]. Financing and Investment Trends - The price war among manufacturers is driven by significant capital inflows, with major companies like New Stone and Nine Knowledge securing substantial funding in 2024 and 2025 [12]. - The competitive landscape is characterized by a focus on scaling operations to gather more data and improve product iterations, which is essential for long-term success in the industry [12]. Cost Efficiency and Operational Impact - The cost of operating an autonomous vehicle has become more favorable, with daily operational costs estimated at around 70 yuan, significantly lower than traditional human delivery methods [17]. - The logistics industry is increasingly adopting autonomous vehicles not only due to price reductions but also due to a growing labor shortage and the maturity of autonomous driving technology [17]. Product Configuration and Market Segmentation - There is a noticeable shift in product configurations, with manufacturers reducing material quality to lower costs, which some operators view as a necessary adjustment to meet current market demands [18]. - The market is becoming segmented, with low-end customers being price-sensitive and middle to high-end customers focusing on efficiency, stability, and reliable service support [18].

智通财经记者 | 宋佳楠 有荣耀内部人士透露，李健曾多次在内部大会强调，荣耀必须向互联网企业、AI企业、全球产业链开 放，积极拥抱AI时代。 4月3日，科创板日报曾报道，荣耀已设立新产业孵化部，下设具身智能实验室、具身数据实验室、交互 安全实验室、动力总成实验室、仿生本体研究实验室。在某招聘网站上，荣耀提供了机器人数据生成算 法工程师、一体化关节设计师、机器人动力系统仿真工程师等多个招聘岗位。 荣耀内部的调整仍在持续。 5月13日，据第一财经报道，荣耀近期完成对中国地区关键岗位的人员部署，涉及38个关键岗位主管， 均通过 "重新竞聘上岗" 产生。同时，荣耀内部新设AI新产业部门，并将AI相关研发工作列为一级研发 部门。 报道提及，这场调整在内部被称为"雄鹰计划"，覆盖范围包括荣耀的国内外所有员工。本次共有45%的 岗位负责人有所调整，其中90后占比达到24%。 此时距离荣耀官宣换帅已过去近4个月时间，原CEO赵明因身体原因辞职，接棒者为李健。公开资料显 示，李健于2021年加入荣耀，此前在华为任职多年，在战略管理、全球化布局等方面经验丰富，曾参与 华为重大改革与战略制定。 也是在此次人事变动后，荣耀内部迅速开 ...

Core Viewpoint - Honor is undergoing significant organizational restructuring and strategic adjustments following the appointment of a new CEO, Li Jian, with a focus on enhancing competitiveness in the Chinese market and expanding into AI technology [1][3]. Group 1: Organizational Changes - Honor has completed a personnel restructuring in key positions within China, involving 38 key role supervisors, with 45% of these positions seeing changes and 24% of the new leaders being born in the 1990s [1][3]. - The internal restructuring plan, referred to as the "Eagle Plan," was initiated by the new CEO Li Jian, who aims to create a more agile organizational structure to respond to market demands [3][4]. - The recruitment process for these positions was conducted transparently, with live broadcasts allowing participation from all employees, emphasizing a merit-based approach [3]. Group 2: Market Position and Performance - Honor's market share in the Chinese smartphone market was reported at 15% in the previous year, a decline of 1 percentage point compared to 2023, with a year-on-year growth rate of -3% [4]. - Despite the challenges, Honor's sales have shown signs of recovery in Q1, driven by new product launches such as the Power and GT Pro, which have helped the brand return to the top three in weekly sales in the Chinese smartphone market [6]. Group 3: Strategic Focus on AI - Honor plans to invest over $10 billion in building an AI terminal ecosystem over the next five years, marking a significant commitment to AI development [1][7]. - The company has established new departments focused on AI and software, as well as new business model expansion and incubation, indicating a strategic shift towards becoming a global AI terminal ecosystem company [7][8]. - Analysts suggest that the future competition among smartphone manufacturers will increasingly revolve around AI-enhanced products and data, necessitating a shift from traditional hardware-focused strategies [8]. Group 4: International Expansion - Honor's overseas sales surpassed 50% by the end of last year, with significant growth in markets such as Africa, where market share increased by 283% year-on-year in Q1 [9]. - The company is actively seeking to capture more international market share, particularly in the Asia-Pacific region, where it aims to compete directly with leading high-end brands [9].

Group 1 - The core viewpoint of the article revolves around the organizational restructuring and strategic adjustments at Honor following the appointment of a new CEO, Li Jian, in January 2023 [1][3] - Honor has implemented a personnel adjustment plan called the "Eagle Plan," which involved a competitive reappointment process for 38 key positions in the China region, resulting in 45% of the position holders being changed, with 24% of them being born in the 1990s [2][3] - The company has established a new AI industry department and designated AI-related research and development as a primary focus, with plans to invest over $10 billion in building an AI terminal ecosystem over the next five years [2][7] Group 2 - Honor's market share in the Chinese smartphone market was 15% last year, ranking fifth, which represents a decline of 1 percentage point compared to 2023, with an annual growth rate of -3% [4] - Following a series of financing rounds, Honor's shareholder base has expanded to 23, including various investment institutions, indicating a critical period for market development [5] - In Q1 2024, Honor's sales rebounded, with new products like Power and GT Pro contributing to its return to the top three in the Chinese smartphone market for the first time since Q2 2024 [5][6] Group 3 - Honor's strategy includes a significant shift towards AI, with an annual investment of approximately 15 billion RMB in AI, marking one of the largest commitments among smartphone manufacturers [7] - The company aims to transition from a smartphone manufacturer to a global AI terminal ecosystem company, emphasizing the need to embrace the AI era and collaborate with internet and AI enterprises [7] - Honor's overseas sales accounted for over 50% of its total sales by the end of last year, with a notable 283% growth in market share in the African market year-on-year [8]