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Wen | Hunting Cloud Network Fei Wang

The Spring Festival of the Year of the Tiger is coming to an end, and Internet companies are scrambling to stage the drama of layoffs.

Recently, there are rumors that Xiaomi plans to lay off 10% of employees, and HR has already started an interview. Live a "radish squat" game.

Regarding the news of layoffs, Xiaomi responded urgently that there have been no layoffs in Xiaomi’s entrepreneurship, and at present, there are more than 4,000 hot jobs in Xiaomi that are still recruiting talents. Xiaomi welcomes outstanding talents to join.

In addition to the "layoffs" storm, the departure of Li Weixing, an employee of Xiaomi No.12, was also revealed.

According to Sina Technology, Li Weixing, a member of Xiaomi’s founding team and former vice chairman and secretary general of Xiaomi Technical Committee, left his post. Li Weixing is Xiaomi’s No.12 employee. On April 6, 2010, when Xiaomi Company was founded, Li Weixing was among the 13 people who drank millet porridge with Lei Jun.. He was in charge of MIUI development in the early days and then transferred to the technical committee.

At present, Li Weixing has left Xiaomi, and the specific reason for leaving is unknown.

"Layoff" began at the end of last year, and Xiaomi has good products and fish or is the first wave.

According to the report of Whip Cowboy, at the end of last year, Xiaomi experienced a wave of layoffs, and the department involved was Xiaomi Youpin. A person familiar with the matter said: "Because of the overlapping business, people who had good products and passed Xiaomi at the end of last year were laid off."

On January 17 this year, Xiaomi Youpin Youyu officially announced that due to business adjustment, Youpin Youyu will terminate its operation at 10: 00 on March 17, 2022, when users will not be able to access Youpin Youyu App and applets.

In addition, it was mentioned in the report of the whip ox that as early as last December, Xiaomi employees had to know the news that the company was going to "lay off employees". "The leaders of all departments are forced to assign 10% performance C indicators. Xiaomi’s assessment performance for employees is divided into three levels: A, B and C. Employees who get C mean to be interviewed by HR and may be laid off. "

The above-mentioned employees said, "Xiaomi has always had the tradition of’ elimination at the end’, but in the past, resigned employees topped the number of places eliminated at the end, but this wave was officially filed. In the second year, it was this wave (the person with performance appraisal C) that was laid off first. " According to the employee, "some old or redundant departments in the direction of the Internet, such as the information technology department, have been laid off more, while some departments with good benefits, few people or new ones have laid off fewer employees or even no employees, that is, they have not been assigned the index of C."

As a result, after the news of Xiaomi’s layoffs broke out, some relevant personnel of Xiaomi’s mobile phone products department said that they had not heard the news of layoffs and there was no layoffs in their team. Not only that, Xiaomi’s former employees recently received a text message saying: Xiaomi’s door is always open, welcome to join Xiaomi again.

As for who will be laid off, according to the above-mentioned employees, "there are two different views on the criteria for layoffs this time. One is to lay off the grassroots who do things. For example, he heard that there is a department with five people and four leaders, and the only one who works has been laid off. Another way of saying it is specifically for the middle-level people who are not qualified to fish.’ There are two middle-level leaders in our next-door department who left at the end of last year. I wonder if they were laid off.’ "

Coincidentally, on January 29 this year, there was just a personnel change inside Xiaomi Company: Chang Cheng, the group vice president and general manager of Xiaomi’s mobile phone products department, left for personal reasons; Shang Jin, former vice president of Xiaomi Group and general manager of China New Retail Department, also left for personal reasons.

It should be noted that Xiaomi mentioned in the above response that "4,000 hot jobs are still recruiting talents", which is easily reminiscent of Xiaomi’s car-making project.

Since the announcement of building a car in March last year, Xiaomi began to recruit talents in the fields of vehicle and autonomous driving. At the end of July last year, Xiaomi released 120 jobs in two days, mainly in the field of complete vehicles.

According to the salary announced by Xiaomi, the monthly salary of its recruitment position is between 20 and 60 K, with 14 salaries. The treatment is much higher than that of a group of new car-making forces.

In September, 2021, it was reported that Xiaomi would hold an extraordinary general meeting of shareholders on October 25th to approve the adoption of Xiaomi EV’s equity incentive plan. The authorized limit of the plan is 1 billion shares, accounting for 10% of the total issued shares.

Coincidentally, at almost the same time, Yu Liguo, president of Yuanji Fox Automobile, joined Xiaomi. Only for various reasons, the news was not officially announced until January 14 this year. Xiaomi announced on the same day that he appointed Yu Liguo as the vice president of Xiaomi Automobile and the political commissar of Xiaomi Automobile Beijing Headquarters, responsible for coordinating the comprehensive management of Xiaomi Automobile, the promotion of special business and the organization and talent construction of Xiaomi Automobile Beijing Headquarters.

"Changes in operating conditions": the market share returned to the third place, and "high-end+car-making" burned money at both ends.

Regarding the news of "layoffs", some relevant personnel said that Xiaomi did not reduce the dismissal of employees because of changes in business conditions, but it was eliminated because of the mismatch of employees’ business capabilities.

The above-mentioned "changes in operating conditions" may be related to the sluggish share price of Xiaomi, or it may be related to high-end and "burning money" in making cars.

Relevant information shows that Xiaomi Group landed on the Hong Kong Stock Exchange on July 9, 2018, with an issue price of HK$ 17/share, but it broke when it went public. On September 2, 2019, Xiaomi Group’s share price once fell to the lowest point of HK$ 8.28/share. On the day of listing, Lei Jun once boasted to double the share price of investors who bought Xiaomi on the day of listing. Until January 4, 2021, Xiaomi’s share price closed at HK$ 34/share, and finally realized the promise of doubling IPO investors.

In the second quarter of 2021, Xiaomi’s mobile phone shipments ranked second in the world for the first time. However, the good times did not last long. According to the report of Canalys, a market research organization, the global market share of Xiaomi mobile phone was 14% in the third quarter of last year, which was not as good as Apple’s 15% market share, ranking third, and even lost the first position in Europe, Russia, Southeast Asia and other markets in one fell swoop.

Due to the combination of various factors, Xiaomi’s share price suffered a "five-day losing streak" before the Spring Festival, and even "Xiaomi broke again" was listed on Weibo Hot Search.

Up to now, Xiaomi’s share price is HK$ 16.28 per share, which is 54.65% lower than the high of HK$ 35.90 on January 5, 2021. The market value is HK$ 407.1 billion, and the evaporation at a higher point exceeds HK$ 490 billion.

"High-end" refers to the high-end strategy of Xiaomi announced by Lei Jun on February 8 this year: "The high-end road is the only way for Xiaomi’s growth, and it is also the battle of life and death for Xiaomi’s development. We will unswervingly implement the high-end strategy."

Lei Jun said: "The high-end road cannot be achieved overnight. We must insist that Qingshan will not relax, maintain long-term strategic strength and continuous investment, and resolutely implement the’ 100 billion in five years’ R&D plan."

However, a data from HCR Huichen shows that in 2021, the share of domestic high-end smartphones (models with a price of more than 5,000 yuan) reached 74.26%, while Huawei still maintained a market share of 17.82% after two years of shortage, and Xiaomi was even less than a fraction of Huawei’s mobile phone share, only 2.97%.

Building a car is a big event that is almost "well known" since Xiaomi officially announced in March 2021.

On March 30, 2021, Xiaomi Group announced that the board of directors of the company had officially approved the establishment of the smart electric vehicle business, with an initial investment of 10 billion yuan. It is estimated that the investment in the next 10 years will reach 10 billion US dollars (about 65.6 billion yuan).

At the press conference that night, Lei Jun claimed that he was willing to put all his reputation in life and personally lead the team to fight for Xiaomi Automobile! Lei Jun is even more heroic and said, "We can afford it" (the bottom spirit may come from the total cash reserve of over 100 billion yuan mentioned in Xiaomi’s annual report of the previous fiscal year).

It is roughly estimated that Xiaomi needs to be "high-end+car-making" within ten years, and the total cost is about 265.6 billion yuan.

However, Xiaomi’s "building a car" seems to have closed the "open source" door of external financing blood transfusion from the beginning. According to the relevant report of Tencent News "Qianwang", "In the past (around March 2021), a large number of friends in the investment circle asked Lei Jun whether there were investment opportunities, but they were all declined, because only when the car and Xiaomi mobile phone were fully connected could the business be done well."

Sales declined, the stock price was depressed, and "high-end+car-making" was another golden beast. In addition to "open source", Xiaomi seems to be able to "cut down" only through the veiled "elimination".

The 21st Guangzhou International Automobile Exhibition opened a few days ago. Xinhua news agency

China’s automobile import and export grew rapidly. The picture shows the logistics base where cars are stored at Xi ‘an International Port Station in Shaanxi. Xinhua news agency

School-enterprise cooperation in Chongqing to train new energy vehicle maintenance talents. Xinhua news agency

At the 2023 China 5G+ Industrial Internet Conference held recently, the audience was experiencing a new energy vehicle. Photo by Liu Kun/Bright Picture

Taizhou, Zhejiang Province launched an automobile repair skill competition. Bright pictures/vision china

[Economic Interface]

Recently, the Ministry of Commerce and other nine departments jointly issued the "Guiding Opinions on Promoting the High-quality Development of the Automobile Aftermarket" (hereinafter referred to as the "Opinions"), and put forward seven policy measures, including optimizing the circulation environment of automobile parts, promoting the upgrading of automobile maintenance services, and optimizing automobile consumption financial services.

The Opinions make it clear that by 2025, the scale of the automotive aftermarket will grow steadily, the market structure will be continuously optimized, and the standardization level will be significantly improved. The aftermarket will play a more prominent role in the automotive industry chain, value chain and innovation chain, and the application of new products and technologies will be more popular, the development of new formats and models will be more mature, the industry management system will be more perfect, and the automotive use environment will be continuously optimized to better meet the diversified automobile consumption needs of consumers.

"Automobile aftermarket" refers to a series of trading activities around various subsequent needs and services in the process of automobile after-sales use from sale to scrapping, involving many sub-sectors such as automobile maintenance, automobile maintenance, automobile supplies, automobile finance, used cars and car rental. At present, what is the development status of China’s automobile aftermarket? What are the opportunities and challenges? How to promote the high-quality development of automobile aftermarket? The reporter conducted an interview on this.

1. After the number of cars reached 330 million, the market consumption potential continued to be released.

"It is a very happy thing to own a car of my own. As a’ donkey friend’, I like go on road trip and enjoy the scenery along the way." Some time ago, Su Xiaoming, who works in a university in Beijing, bought a domestic car and shouted "Great experience".

Nowadays, as a mass consumer product, cars have already "flown into the homes of ordinary people".

By the end of September 2023, the number of motor vehicles in China had reached 430 million, including 330 million cars; There are 520 million motorists, including 480 million motorists. In the first three quarters of this year, 18.17 million vehicles were newly registered nationwide, up 4.4% year-on-year.

With the continuous increase of car ownership in China, the aftermarket formed around car use has become an important part of car consumption.

"The automotive aftermarket covers a wide range, including auto parts circulation, maintenance services, decoration and beauty, used car trading, as well as auto racing, auto culture, auto consumption financial services and other fields." Xu Haidong, deputy chief engineer of China Automobile Industry Association, said in an interview with this reporter that at present, the overall development of China’s automobile aftermarket is good, and relevant policy measures have provided strong support for it.

Judging from the second-hand car trading, in the first three quarters of this year, China’s second-hand car market remained active, and local public security traffic control departments handled a total of 25.05 million motor vehicle transfer registrations, including 23.31 million motor vehicle transfer registrations, accounting for 93.1%.

In addition, in recent years, automobile museums, automobile cinemas and other projects have sprung up everywhere, and colorful and diverse automobile cultural activities such as automobile theme exchange activities, theme exhibitions, fairs and carnivals have been actively carried out, further popularizing automobile cultural knowledge and creating a strong automobile cultural atmosphere. At the same time, some comprehensive automobile culture theme parks integrating automobile races, automobile services, outdoor leisure and parent-child activities have quickly become popular, and become online celebrity attractions for tourists from all over the world to "punch in".

Some camping enthusiasts drive to major camping camps, set up a tent, get close to nature and enjoy a leisurely and comfortable time.

At the same time, automobile racing activities are also getting more and more attention. According to reports, the China Society of Automotive Engineering has specially launched the Pure Electric Formula Car Competition for College Students, which not only helps to train talents of new energy vehicles, but also helps to open up a new path to the automotive aftermarket.

In view of new fields and new scenes, the Opinions proposes to build a multi-level automobile race pattern, accelerate the development of the traditional classic car industry, support the construction of camps such as self-driving caravans, and enrich the automobile cultural experience.

"Overall, the development prospects of China’s automotive aftermarket are improving." Xu Haidong believes that at present, although China’s automotive aftermarket is still dominated by the 4S shop model, third-party brand enterprises are accelerating their development, and Internet companies have also entered the market. With the increasing number of cars, the value of the automobile aftermarket will become more prominent.

Luo Lei, Assistant President of china automobile dealers association, said that in recent years, the scale of China’s automobile aftermarket has shown double-digit growth, and it is expected that the scale of China’s automobile aftermarket will continue to expand in the future. Stimulating the vitality of the automobile aftermarket has obvious effects on further promoting automobile consumption and stimulating economic growth.

2. The problem of "small, scattered and chaotic" still has industry pain points that need to be broken.

"Not long ago, I washed my car in a roadside shop. Not only was I repeatedly promoted to get a card, but I was even’ suggested’ to replace tires and other accessories. The routine was too deep." Wang Qingbin, a post-90 s car owner, said that the management level and service quality of some car wash shops and repair shops need to be improved, which failed the trust of consumers.

Like Wang Qingbin, many car owners have had similar experiences. While people enjoy the convenience and happiness brought by cars, they also have various troubles from time to time. At present, the supply system of auto parts is not perfect, the level of vehicle maintenance is uneven, and the financial procedures of automobile consumption are complicated. Some people spit out: "It is difficult to repair a car, but expensive to maintain it", "Services cut corners, and various fees are charged" …

Xu Haidong admits that at present, some consumers choose to maintain in automobile 4S shops, which is more expensive; There are also some consumers who choose to repair in "small, scattered and chaotic" roadside shops, and the quality is difficult to be guaranteed.

"The fundamental solution to these problems is to promote the high-quality development of the automotive aftermarket." Xue Xu, an associate professor at Peking University University of Economics, said that the service level and quality of the automobile aftermarket are directly related to the experiences and feelings of hundreds of millions of car owners and consumers, and are also an important link affecting automobile consumption.

Experts believe that with the rapid growth of car ownership, consumers’ demand for related services will be more diverse. For the automotive aftermarket, this is both a challenge and an opportunity. It is necessary to focus on the key areas and key links of the automobile aftermarket, focus on solving the outstanding problems faced in the development of the industry, tap the consumption potential of the automobile aftermarket according to local conditions, and enrich the products and services of the automobile aftermarket.

In this regard, the "Opinions" proposes to standardize the circulation order of automobile aftermarket parts, formulate and implement relevant standards for the circulation of automobile aftermarket parts, and create a transparent, orderly and efficient circulation environment for parts. Actively expand the distribution channels of auto parts, and build a multi-channel and multi-format auto parts distribution network to meet the diversified needs of consumers for auto aftermarket accessories. Guide automobile manufacturers to continuously improve the after-sales service network, strengthen personnel management training such as after-sales maintenance, and provide standardized and convenient vehicle maintenance services for car owners.

"The Opinions is the first guiding document issued by China for the automotive aftermarket, which plays a very important role in the development of the automotive aftermarket." Xu Haidong said that in the future, in addition to the automobile 4S shop system, some third-party automobile service enterprises will develop one after another, providing services with low prices and certain quality guarantee, which will form a benign complement with 4S shops, so that consumers can rest assured that they can consume and promote the automobile aftermarket. Achieve high-quality development.

3. Consumer demand is more diversified, and financial services are constantly optimized.

In October this year, Liu Yantao, a young man from Shandong, rented an off-road vehicle with several friends and traveled to Lhasa by car. "I didn’t expect that renting a car was so convenient. We were very lucky. We rented a new car and the rent was more cost-effective. We talked and laughed all the way and had a good time." Liu Yantao said.

In recent years, a large number of auto credit, leasing and insurance companies have developed rapidly, providing consumers with more competitive products and services.

At the same time, some consumers have reported that the service quality of related industries is uneven, and the convenience of auto finance still needs to be improved. The business scope of some auto financing companies is narrow, and it is difficult to meet the diversified loan needs of consumers, so it is necessary to further expand the business scope and increase the business varieties. In the long run, we should give full play to the leverage of finance to better promote automobile consumption and circulation.

In this regard, the "Opinions" proposed to optimize automobile consumption financial services. Encourage financial institutions to optimize financial services for automobile use and consumption, and standardize the financing of automobile accessories under the premise of legal compliance and controllable risks. Develop automobile financial leasing and standardize the financial leasing business of sale and leaseback mode. Guide financial institutions to optimize resource allocation and business layout, and increase credit support for automobile consumption in rural areas. Encourage payment service providers to increase the single payment amount for specific scenarios of online car consumption under the premise of preventing and controlling risks.

In Xue Xu’s view, optimizing automobile consumption financial services will bring more benefits to consumers. Automobile consumption has a large volume, sufficient potential and strong industrial driving effect. Promoting automobile consumption has a positive effect on stabilizing China’s consumption market and promoting the high-quality development of industrial chain.

Experts said that it is necessary to firmly grasp the new situation of automobile market development, conform to the new trend of automobile consumption, focus on promoting the high-quality development of automobile aftermarket, focus on establishing and improving institutional mechanisms, cultivate and expand business entities, optimize the supply of products and services, develop new formats and models, promote the scale growth, structural optimization and quality improvement of aftermarket, and provide strong support for stabilizing and expanding automobile consumption and services to build a new development pattern.

(Reporter Liu Kun)

Source: Guangming Daily