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僵尸肖恩
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IP属地:北京
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僵尸肖恩
2020-05-11
$腾讯控股(00700)$
当初听keso老师吹捧腾讯,马上就买了,感觉躺着赚钱,这一等就是2年,终于盈利了,😂😂😂
僵尸肖恩
2020-04-30
$特斯拉(TSLA)$
草,好后悔没拿住。实际应该赌财报,机构预测不及预期,即使是真的,跌又能跌多少,可要是超预期,准时大涨啊。
僵尸肖恩
2020-05-08
$小米集团-W(01810)$
草,拿了2年,昨天卖了
僵尸肖恩
2020-06-12
$燃石医学(BNR)$
草,还不开盘,真心不想打新了,占用资金还没几个点,也没几股
僵尸肖恩
2020-06-12
$燃石医学(BNR)$
还不开盘啊,是不是竞价加太高了[捂脸]
僵尸肖恩
2020-06-12
$燃石医学(BNR)$
10股,[笑哭]
僵尸肖恩
2020-05-21
$哔哩哔哩(BILI)$
正打算买呢,拉升了
僵尸肖恩
2020-06-26
$声网(API)$
5股?
僵尸肖恩
2020-04-19
我现在还拿着小米股票,想哭。
上市20个月,小米换掉CFO:市值比美团少3000亿
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/API\">$声网(API)$</a>5股?","text":"$声网(API)$5股?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/957307869","isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":926459196,"gmtCreate":1587303172715,"gmtModify":1704363686317,"author":{"id":"3484816828291067","authorId":"3484816828291067","name":"僵尸肖恩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3484816828291067","idStr":"3484816828291067"},"themes":[],"htmlText":"我现在还拿着小米股票,想哭。","listText":"我现在还拿着小米股票,想哭。","text":"我现在还拿着小米股票,想哭。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/926459196","repostId":"1176036303","repostType":2,"repost":{"id":"1176036303","pubTimestamp":1586769623,"share":"https://www.laohu8.com/m/news/1176036303?lang=&edition=full","pubTime":"2020-04-13 17:20","market":"hk","language":"zh","title":"上市20个月,小米换掉CFO:市值比美团少3000亿","url":"https://stock-news.laohu8.com/highlight/detail?id=1176036303","media":"投资界","summary":"终于尘埃落地。\n4月10日傍晚,小米集团公告,小米总裁王翔代理CFO一职,国际部总裁周受资不再兼任CFO,将专注小米海外市场业务。这意味着,在执掌小米财政大权5年后,周受资正式卸任CFO。\n需要指出的","content":"<p>终于尘埃落地。</p>\n<p>4月10日傍晚,小米集团公告,小米总裁王翔代理CFO一职,国际部总裁周受资不再兼任CFO,将专注小米海外市场业务。这意味着,<b>在执掌小米财政大权5年后,周受资正式卸任CFO。</b></p>\n<p>需要指出的是,<b>小米对于新CFO尚未有合适的人选。</b>小米称,董事会将继续在全球范围内遴选人才出任CFO。</p>\n<p>事实上,周受资只是小米上市后大换血的“冰山一角”。在此之前,黎万强离职,卢伟冰、苗雷、常程、王晓雁等人纷纷加盟,小米的第二代权力核心渐渐形成。只是这般大刀阔斧地换人,难以难掩雷军的焦虑。</p>\n<p>雷军始终认为小米是前所未有的“新物种”,但至今仍不被资本市场认可。上市20个月,小米一年营收超2000亿,利润也有上百亿,但市值却远远逊色利润还不到50亿的美团点评。截止2020年4月13日16:00,小米市值为2438亿港元,而美团点评总市值达5659亿港元。换言之,一个美团市值大约抵上两个多小米。</p>\n<p><b>小米彻底换掉CFO:“继续在全球范围内遴选优秀人才”</b></p>\n<p>周受资正式彻底放下了执掌5年的小米财政大权。</p>\n<p>环顾国内互联网巨头,总少不了拥有<a href=\"https://laohu8.com/S/GS\">高盛</a>履历的牛人相助。阿里有蔡崇信,在阿里创业初期的关键时刻帮马云里拿到了500万美元投资;<a href=\"https://laohu8.com/S/00700\">腾讯</a>也有刘炽平,通过投资帮助腾讯帝国的版图不断扩张。</p>\n<p>巧合的是,周受资也曾在高盛就职。在去哈佛商学院攻读MBA之前,他曾是高盛的一名分析师。后来回顾起在高盛的那段工作经历,周受资曾感慨,“整整持续了两年,基本没有周末。”</p>\n<p>从哈佛商学院毕业后,周受资并没有选择回到高盛,而是加入了尤瑞·米尔纳创办的DST,并且这一干就是5年。也正是这份工作,造就了他加入小米的契机。</p>\n<p><b>即便放在全球风投圈,DST的地位依旧不可小觑,这家总部位于俄罗斯莫斯科的风投大鳄,在中国接连命中了阿里、<a href=\"https://laohu8.com/S/JD\">京东</a>、滴滴以及小米</b>等多家具有标杆性意义的互联网公司。鲜为人知的是,年轻帅气的周受资正是这一笔笔投资幕后的真正推手。</p>\n<p>2010年,年仅27的周受资刚刚加入DST,任务是帮DST在中国物色适合投资的项目。同年12月,DST创始人尤瑞·米尔纳在周受资的安排下,见到了刘强东,最终达成了一项合作——5亿美元投资京东,占股8.8%。多年后,这一笔投资令DST收获了30亿美金的回报。</p>\n<p>仍然是2010年,成立不到一年的小米进入了周受资的视野。为了接触到雷军,周受资费了一番功夫——他先是通过自己的关系网,认识了几位被雷军投资过的创始人,再通过这些创始人的引荐,最终在2011年3月成功与雷军见面。经过近半年的了解和沟通,周受资安排了DST老板等人拜访小米公司,最终促成了对小米5亿美元的投资。</p>\n<p><b>正是DST资本对小米的投资,让周受资和小米建立起了紧密的联系。</b>2015年7月,周受资正式加入小米,并担任CFO,成为当时小米最年轻的高管。</p>\n<p>加入小米后,周受资帮助小公司完善了财务管理与投资团队。2018年,小米成功赴港上市,成为港交所第一家“同股不同权”上市公司,作为CFO的周受资自然功不可没。</p>\n<p>直至2019年11月,小米宣布内部高管调整:联合创始人林斌任副董事长;原CFO周受资改任国际部总裁,CFO职位暂时空缺。如今不到5个月时间,周受资正式卸任CFO,只专注小米海外市场业务。</p>\n<p>目前,小米CFO职位暂时由去年11月升任小米集团总裁的王翔代理。小米表示,集团董事会会继续在全球范围内遴选优秀人才出任CFO。</p>\n<p><b>管理层大换血</b></p>\n<p><b>下一个离开小米的会是谁?</b></p>\n<p>小米走过十周年,雷军感慨不已。</p>\n<p>一周前,雷军在微博上回忆,当时十几个人就在北京<a href=\"https://laohu8.com/S/000931\">中关村</a>银谷大厦的一个很小的办公室,一起喝了一碗小米粥,开始了小米的创业。</p>\n<p>关于这段往事,雷军还和其他联合创始人出境拍摄一部关于小米的微电影《1699 毕业季》,其中有一段令人捧腹却又激情澎湃的片段:</p>\n<p>雷军:我们拿到投资了。</p>\n<p>林斌:多少钱?</p>\n<p>雷军:10 万块呀。</p>\n<p>林斌:人民币吗?</p>\n<p>雷军:是。</p>\n<p>众人高呼:我们终于可以做手机了。</p>\n<p>然而,自从上市之后,小米管理层的人事变动十分频繁,短短两年几乎进行了一次大换血。据投资界粗略梳理,当初和雷军一起创办小米的7位联合创始人,大多数要么已经离开小米,要么已经退居二线。</p>\n<p>其中,最为轰动的是2019年11月,小米联合创始人黎万强离职。被雷军称为“阿黎”的黎万强,是小米的核心联合创始人之一,据说小米创业时那锅著名的小米粥,就是黎万强的爸爸凌晨五点起来摸黑煮的。</p>\n<p>从2010到2012年,黎万强主要负责MIUI整体研发、设计和运营。期间黎万强组建了小米网,负责小米手机的运营、营销、服务、电商、物流等业务;还创造了包括F码、米粉节、手机控等等与小米相关的热词。可以说,黎万强一手打造了MIUI和小米网,雷军曾这样评价他,“小米创业五年,阿黎已成功拓荒两次。”</p>\n<p>令人唏嘘的是,<b>随着黎万强的离职,至少3名创业元老离开了小米。</b></p>\n<p>周光平是小米几位联合创始人当中加入最晚的,却是离开得最早。他曾经在摩托罗拉供职十多年,正是因为他的加入,雷军才真正有了做手机、做硬件的底气。</p>\n<p>在小米上市之前,周光平就已经离开小米。和周光平一起离开的还有小米另一位联合创始人——黄江吉。周光平在供应链管理方面出过问题,而黄江吉负责的米聊和小米路由器两大产品始终没有做起来,这被外界视为二人离开的真正原因。</p>\n<p>目前仍留在小米的联合创始人团队,已经鲜少被人提起。洪锋目前负责小米金融,该业务在上市公司体系之外。林斌、刘德虽然仍然在小米任职,但是显然也已经逐渐退居二线。林斌目前担任副董事长,协助雷军管理董事会事务,不需要再像以前管理销售部时到全国各地来回跑;刘德改任组织部部长,负责中高层管理干部的聘用、升迁、培训和考核激励等,远离前台。</p>\n<p>剩下的小米开山元老中,除了雷军,只有王川仍在业务一线。王川现任职务是集团高级副总裁、大家电事业部总裁,负责除电视之外的空调、冰箱、洗衣机等大家电品类的业务开展和团队管理。</p>\n<p>小米创业10年,并不是所有人都能像雷军这个劳模一样。在公司上市之后,很多人终于熬到了财务自由,这时候也难免会有人失去了往日的工作热情。在黎万强离开小米之际,雷军曾祝福他:“从此彻底放飞自我,快意人生”。</p>\n<p>只是不知道,<b>下一个离开小米的会是谁?</b></p>\n<p><b>新权力的游戏:手机圈的老对手都给雷军打工了</b></p>\n<p>但小米的江山,还需要新鲜血液去卖命。</p>\n<p>这两年,雷军悄悄网罗了不少手机圈大佬替自己打工。2019年伊始, 中国手机界“老兵”<b>卢伟冰从雷军手中接过了中国区总裁的大旗。</b></p>\n<p>卢伟冰此前是金立集团总裁,加入小米后经历了小米双品牌战略调整期。这一年多时间,由于所负责的红米产品线多款手机销量可观,卢伟冰也越来越被雷军看重。</p>\n<p>或许是巧合,在2020年的同一天,前<a href=\"https://laohu8.com/S/00992\">联想集团</a>副总裁、手机业务负责人常程加入小米,担任小米集团副总裁,负责手机产品规划。常程与小米的“恩怨”广为人知,最激烈的时候,常程一度连续四天“碰瓷”小米,是叫板雷军叫得最凶的对手,没有之一。</p>\n<p>隔了一天,小米再次发布新的组织调整,意外地出现了小辣椒手机创始人王晓雁的身影——任命其为中国区副总裁兼销售二部总经理,向卢伟冰汇报。追溯往事,小辣椒与小米曾在性价比层面大打价格战,王晓雁称得上是为雷军添堵的第一人。</p>\n<p>当然,小米的人事调整不止于此。据了解,小米新晋的一批部门总经理以80后为主,平均年龄38.5岁,表明小米正朝着干部年轻化的方向演进,做好了人才梯队的传承准备。</p>\n<p>“没有老兵,没有传承。没有新军,没有未来。”雷军曾在内部邮件中表示,早在2019年初小米就决定着手培养、提拔一大批年轻的管理干部,构建更具活力、更有进取心的各级前线指挥团队。雷军希望小米的未来将星<a href=\"https://laohu8.com/S/YJ\">云集</a>,更多的人才像创业初期一样涌现出来建功立业。</p>\n<p>创始人隐退、管理层换代,也许是每一个大公司成长的的必经之路。当年跟着马云创立<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>的十八罗汉,跟着马化腾创立腾讯的腾讯五虎,都早已从他们曾经一手建立起的帝国中渐渐退去。</p>\n<p>就如同人体的细胞经过7年就会全部替换一次,已经10岁的小米也急需换血。</p>\n<p>如今,随着黎万强、周光平、黄江吉、祁燕等人的离开,宣告小米的第一代核心管理层已经逐渐退场。而卢伟冰、苗雷、常程、王晓雁等人纷纷加入小米,意味着小米第二代领导班子正在渐次组成。</p>\n<p>有意思的是,雷军的第二代权力核心几乎聚齐了手机圈二级梯队曾经的大佬们,不知下一个加入征程的“老朋友”又会是谁?</p>\n<p><b>上市20个月</b></p>\n<p><b>小米市值为何比美团少3000亿?</b></p>\n<p>下一个十年,小米要弥补哪些缺陷?</p>\n<p>这个答案也许只能从小米的行动去寻找。正如周受资卸任CFO,市场曾有传言称,小米上市后持续下跌的股价让二级市场投资人不满,总要有人负责;不过投资界也从小米公司内部获得另一种声音——如今将占比一半的境外业务交给周受资,是对年轻高管的一次历练,“也可以解读为高升”。</p>\n<p>这个传言暂且不论真假,但是小米的市值确实是摆在眼前的一道尴尬,肯定是跟雷军的期望相差甚远。</p>\n<p>其实在IPO之前,小米内部对公司的心理定价在700亿至800亿美元之间,甚至认为上市后较大概率冲击1000亿美元。然而,没想到最终上市的结果却与之前的估值大相径庭。</p>\n<p>更残酷的是,小米IPO当天,雷军仍信誓旦旦地表示要让小米的投资者赚两倍。可是如今一年多过去了,小米目前的股价为10.14港元,远远低于发行价17港元/股。</p>\n<p>同样在港股上市,小米的表现显然逊色于美团点评。这两家都是<a href=\"https://laohu8.com/S/CHL\">中国移动</a>互联网的典型企业,几乎是同时成立:10年前小米成立的次日,王兴创立了美团。而且两家公司同是2018年在港股上市,又是目前港股中为数不多的两家“同股不同权”公司,自然会被拿来粗浅比较。</p>\n<p>3月30日,小米发布了2019年第四季度及全年财报。财报显示,小米2019年全年总收入首次突破2000亿元,达到2058亿元,经调整后全年净利润为115亿元。</p>\n<p>同一天,美团点评也对外发布了 2019 全年财报:去年全年,美团收入为975 亿元,同比增长 49.5%,经调整净利润达 47 亿元。</p>\n<p>相比之下,小米去年营收突破较美团高出111.05%;不仅如此,小米凭借上百亿元的利润,比美团点评高达数倍。但在市值方面,目前美团点评5659.81亿港元,小米2438.64亿港元,美团却是小米的2.32倍。</p>\n<p>为什么会有这么大的差异?</p>\n<p>最普遍的观点是,尽管美团在2019年才首次实现盈利,但是作为一家纯正的互联网公司,随着规模扩大,可以预见未来的盈利能力也会越来越大。</p>\n<p>反观小米,至今仍然难以摆脱“硬件公司”的定位。小米的互联网服务,是雷军认为小米应该是“腾讯X<a href=\"https://laohu8.com/S/AAPL\">苹果</a>”的关键,却始终表现平平。尽管雷军一直强调小米是一家“全方位的、综合性的新物种公司”,显然市场至今并不买账。</p>\n<p>没办法,雷军只能从大刀阔斧换人开始,寻找新出路。</p>","source":"tzj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>上市20个月,小米换掉CFO:市值比美团少3000亿</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n上市20个月,小米换掉CFO:市值比美团少3000亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-13 17:20 北京时间 <a href=https://mp.weixin.qq.com/s/W6lY7V8ItGjB9ux50FaTLQ><strong>投资界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>终于尘埃落地。\n4月10日傍晚,小米集团公告,小米总裁王翔代理CFO一职,国际部总裁周受资不再兼任CFO,将专注小米海外市场业务。这意味着,在执掌小米财政大权5年后,周受资正式卸任CFO。\n需要指出的是,小米对于新CFO尚未有合适的人选。小米称,董事会将继续在全球范围内遴选人才出任CFO。\n事实上,周受资只是小米上市后大换血的“冰山一角”。在此之前,黎万强离职,卢伟冰、苗雷、常程、王晓雁等人纷纷...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/W6lY7V8ItGjB9ux50FaTLQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://mp.weixin.qq.com/s/W6lY7V8ItGjB9ux50FaTLQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176036303","content_text":"终于尘埃落地。\n4月10日傍晚,小米集团公告,小米总裁王翔代理CFO一职,国际部总裁周受资不再兼任CFO,将专注小米海外市场业务。这意味着,在执掌小米财政大权5年后,周受资正式卸任CFO。\n需要指出的是,小米对于新CFO尚未有合适的人选。小米称,董事会将继续在全球范围内遴选人才出任CFO。\n事实上,周受资只是小米上市后大换血的“冰山一角”。在此之前,黎万强离职,卢伟冰、苗雷、常程、王晓雁等人纷纷加盟,小米的第二代权力核心渐渐形成。只是这般大刀阔斧地换人,难以难掩雷军的焦虑。\n雷军始终认为小米是前所未有的“新物种”,但至今仍不被资本市场认可。上市20个月,小米一年营收超2000亿,利润也有上百亿,但市值却远远逊色利润还不到50亿的美团点评。截止2020年4月13日16:00,小米市值为2438亿港元,而美团点评总市值达5659亿港元。换言之,一个美团市值大约抵上两个多小米。\n小米彻底换掉CFO:“继续在全球范围内遴选优秀人才”\n周受资正式彻底放下了执掌5年的小米财政大权。\n环顾国内互联网巨头,总少不了拥有高盛履历的牛人相助。阿里有蔡崇信,在阿里创业初期的关键时刻帮马云里拿到了500万美元投资;腾讯也有刘炽平,通过投资帮助腾讯帝国的版图不断扩张。\n巧合的是,周受资也曾在高盛就职。在去哈佛商学院攻读MBA之前,他曾是高盛的一名分析师。后来回顾起在高盛的那段工作经历,周受资曾感慨,“整整持续了两年,基本没有周末。”\n从哈佛商学院毕业后,周受资并没有选择回到高盛,而是加入了尤瑞·米尔纳创办的DST,并且这一干就是5年。也正是这份工作,造就了他加入小米的契机。\n即便放在全球风投圈,DST的地位依旧不可小觑,这家总部位于俄罗斯莫斯科的风投大鳄,在中国接连命中了阿里、京东、滴滴以及小米等多家具有标杆性意义的互联网公司。鲜为人知的是,年轻帅气的周受资正是这一笔笔投资幕后的真正推手。\n2010年,年仅27的周受资刚刚加入DST,任务是帮DST在中国物色适合投资的项目。同年12月,DST创始人尤瑞·米尔纳在周受资的安排下,见到了刘强东,最终达成了一项合作——5亿美元投资京东,占股8.8%。多年后,这一笔投资令DST收获了30亿美金的回报。\n仍然是2010年,成立不到一年的小米进入了周受资的视野。为了接触到雷军,周受资费了一番功夫——他先是通过自己的关系网,认识了几位被雷军投资过的创始人,再通过这些创始人的引荐,最终在2011年3月成功与雷军见面。经过近半年的了解和沟通,周受资安排了DST老板等人拜访小米公司,最终促成了对小米5亿美元的投资。\n正是DST资本对小米的投资,让周受资和小米建立起了紧密的联系。2015年7月,周受资正式加入小米,并担任CFO,成为当时小米最年轻的高管。\n加入小米后,周受资帮助小公司完善了财务管理与投资团队。2018年,小米成功赴港上市,成为港交所第一家“同股不同权”上市公司,作为CFO的周受资自然功不可没。\n直至2019年11月,小米宣布内部高管调整:联合创始人林斌任副董事长;原CFO周受资改任国际部总裁,CFO职位暂时空缺。如今不到5个月时间,周受资正式卸任CFO,只专注小米海外市场业务。\n目前,小米CFO职位暂时由去年11月升任小米集团总裁的王翔代理。小米表示,集团董事会会继续在全球范围内遴选优秀人才出任CFO。\n管理层大换血\n下一个离开小米的会是谁?\n小米走过十周年,雷军感慨不已。\n一周前,雷军在微博上回忆,当时十几个人就在北京中关村银谷大厦的一个很小的办公室,一起喝了一碗小米粥,开始了小米的创业。\n关于这段往事,雷军还和其他联合创始人出境拍摄一部关于小米的微电影《1699 毕业季》,其中有一段令人捧腹却又激情澎湃的片段:\n雷军:我们拿到投资了。\n林斌:多少钱?\n雷军:10 万块呀。\n林斌:人民币吗?\n雷军:是。\n众人高呼:我们终于可以做手机了。\n然而,自从上市之后,小米管理层的人事变动十分频繁,短短两年几乎进行了一次大换血。据投资界粗略梳理,当初和雷军一起创办小米的7位联合创始人,大多数要么已经离开小米,要么已经退居二线。\n其中,最为轰动的是2019年11月,小米联合创始人黎万强离职。被雷军称为“阿黎”的黎万强,是小米的核心联合创始人之一,据说小米创业时那锅著名的小米粥,就是黎万强的爸爸凌晨五点起来摸黑煮的。\n从2010到2012年,黎万强主要负责MIUI整体研发、设计和运营。期间黎万强组建了小米网,负责小米手机的运营、营销、服务、电商、物流等业务;还创造了包括F码、米粉节、手机控等等与小米相关的热词。可以说,黎万强一手打造了MIUI和小米网,雷军曾这样评价他,“小米创业五年,阿黎已成功拓荒两次。”\n令人唏嘘的是,随着黎万强的离职,至少3名创业元老离开了小米。\n周光平是小米几位联合创始人当中加入最晚的,却是离开得最早。他曾经在摩托罗拉供职十多年,正是因为他的加入,雷军才真正有了做手机、做硬件的底气。\n在小米上市之前,周光平就已经离开小米。和周光平一起离开的还有小米另一位联合创始人——黄江吉。周光平在供应链管理方面出过问题,而黄江吉负责的米聊和小米路由器两大产品始终没有做起来,这被外界视为二人离开的真正原因。\n目前仍留在小米的联合创始人团队,已经鲜少被人提起。洪锋目前负责小米金融,该业务在上市公司体系之外。林斌、刘德虽然仍然在小米任职,但是显然也已经逐渐退居二线。林斌目前担任副董事长,协助雷军管理董事会事务,不需要再像以前管理销售部时到全国各地来回跑;刘德改任组织部部长,负责中高层管理干部的聘用、升迁、培训和考核激励等,远离前台。\n剩下的小米开山元老中,除了雷军,只有王川仍在业务一线。王川现任职务是集团高级副总裁、大家电事业部总裁,负责除电视之外的空调、冰箱、洗衣机等大家电品类的业务开展和团队管理。\n小米创业10年,并不是所有人都能像雷军这个劳模一样。在公司上市之后,很多人终于熬到了财务自由,这时候也难免会有人失去了往日的工作热情。在黎万强离开小米之际,雷军曾祝福他:“从此彻底放飞自我,快意人生”。\n只是不知道,下一个离开小米的会是谁?\n新权力的游戏:手机圈的老对手都给雷军打工了\n但小米的江山,还需要新鲜血液去卖命。\n这两年,雷军悄悄网罗了不少手机圈大佬替自己打工。2019年伊始, 中国手机界“老兵”卢伟冰从雷军手中接过了中国区总裁的大旗。\n卢伟冰此前是金立集团总裁,加入小米后经历了小米双品牌战略调整期。这一年多时间,由于所负责的红米产品线多款手机销量可观,卢伟冰也越来越被雷军看重。\n或许是巧合,在2020年的同一天,前联想集团副总裁、手机业务负责人常程加入小米,担任小米集团副总裁,负责手机产品规划。常程与小米的“恩怨”广为人知,最激烈的时候,常程一度连续四天“碰瓷”小米,是叫板雷军叫得最凶的对手,没有之一。\n隔了一天,小米再次发布新的组织调整,意外地出现了小辣椒手机创始人王晓雁的身影——任命其为中国区副总裁兼销售二部总经理,向卢伟冰汇报。追溯往事,小辣椒与小米曾在性价比层面大打价格战,王晓雁称得上是为雷军添堵的第一人。\n当然,小米的人事调整不止于此。据了解,小米新晋的一批部门总经理以80后为主,平均年龄38.5岁,表明小米正朝着干部年轻化的方向演进,做好了人才梯队的传承准备。\n“没有老兵,没有传承。没有新军,没有未来。”雷军曾在内部邮件中表示,早在2019年初小米就决定着手培养、提拔一大批年轻的管理干部,构建更具活力、更有进取心的各级前线指挥团队。雷军希望小米的未来将星云集,更多的人才像创业初期一样涌现出来建功立业。\n创始人隐退、管理层换代,也许是每一个大公司成长的的必经之路。当年跟着马云创立阿里巴巴的十八罗汉,跟着马化腾创立腾讯的腾讯五虎,都早已从他们曾经一手建立起的帝国中渐渐退去。\n就如同人体的细胞经过7年就会全部替换一次,已经10岁的小米也急需换血。\n如今,随着黎万强、周光平、黄江吉、祁燕等人的离开,宣告小米的第一代核心管理层已经逐渐退场。而卢伟冰、苗雷、常程、王晓雁等人纷纷加入小米,意味着小米第二代领导班子正在渐次组成。\n有意思的是,雷军的第二代权力核心几乎聚齐了手机圈二级梯队曾经的大佬们,不知下一个加入征程的“老朋友”又会是谁?\n上市20个月\n小米市值为何比美团少3000亿?\n下一个十年,小米要弥补哪些缺陷?\n这个答案也许只能从小米的行动去寻找。正如周受资卸任CFO,市场曾有传言称,小米上市后持续下跌的股价让二级市场投资人不满,总要有人负责;不过投资界也从小米公司内部获得另一种声音——如今将占比一半的境外业务交给周受资,是对年轻高管的一次历练,“也可以解读为高升”。\n这个传言暂且不论真假,但是小米的市值确实是摆在眼前的一道尴尬,肯定是跟雷军的期望相差甚远。\n其实在IPO之前,小米内部对公司的心理定价在700亿至800亿美元之间,甚至认为上市后较大概率冲击1000亿美元。然而,没想到最终上市的结果却与之前的估值大相径庭。\n更残酷的是,小米IPO当天,雷军仍信誓旦旦地表示要让小米的投资者赚两倍。可是如今一年多过去了,小米目前的股价为10.14港元,远远低于发行价17港元/股。\n同样在港股上市,小米的表现显然逊色于美团点评。这两家都是中国移动互联网的典型企业,几乎是同时成立:10年前小米成立的次日,王兴创立了美团。而且两家公司同是2018年在港股上市,又是目前港股中为数不多的两家“同股不同权”公司,自然会被拿来粗浅比较。\n3月30日,小米发布了2019年第四季度及全年财报。财报显示,小米2019年全年总收入首次突破2000亿元,达到2058亿元,经调整后全年净利润为115亿元。\n同一天,美团点评也对外发布了 2019 全年财报:去年全年,美团收入为975 亿元,同比增长 49.5%,经调整净利润达 47 亿元。\n相比之下,小米去年营收突破较美团高出111.05%;不仅如此,小米凭借上百亿元的利润,比美团点评高达数倍。但在市值方面,目前美团点评5659.81亿港元,小米2438.64亿港元,美团却是小米的2.32倍。\n为什么会有这么大的差异?\n最普遍的观点是,尽管美团在2019年才首次实现盈利,但是作为一家纯正的互联网公司,随着规模扩大,可以预见未来的盈利能力也会越来越大。\n反观小米,至今仍然难以摆脱“硬件公司”的定位。小米的互联网服务,是雷军认为小米应该是“腾讯X苹果”的关键,却始终表现平平。尽管雷军一直强调小米是一家“全方位的、综合性的新物种公司”,显然市场至今并不买账。\n没办法,雷军只能从大刀阔斧换人开始,寻找新出路。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}