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韭菜盒子3.0
10-04
$美丽田园医疗健康(02373)$
这支股票的关注度是有多低啊……
韭菜盒子3.0
10-02
$美丽田园医疗健康(02373)$
真稳啊,任凭你千军万马齐上涨,我自巍然不动,这定力[强]
韭菜盒子3.0
05-15
$理想汽车(LI)$
谁知道近期L7、L8、L9的销量走势?现在看M9销量大幅领先L9,理想只公布L系列总销量,想知道拆分车型的具体销量变化趋势
韭菜盒子3.0
04-22
$理想汽车(LI)$
L6会大量抢L7/L8订单,即使最后总订单量增长,但毛利、净利会大幅下降
韭菜盒子3.0
04-03
“做企业就像跳水,动作越少越好” 送给李想
抱歉,原内容已删除
韭菜盒子3.0
03-22
$理想汽车(LI)$
包括这次的内部信,又是鸡贼的一种表现,李想不知道内部信会流出吗?他太知道了,所以信的内容是写给公众看的,自己MEGA销量目标达不到、总销量被华为超过,就说我们不在意销量了,我们要回归用户,鸡贼,极度鸡贼!销量和用户价值是互斥的吗?是只能二选一的吗?用户价值好不是应该销量高才对吗?你以前卖得好是因为你的车用户价值好吗?不是因为你营销做得好吗?你天天喷这个喷那个上串下跳的不就是为了营销吗?实事求是知错就改?呸,你啥时候能诚实一点、真诚面对大众,而不是认为自己智力超群,把所有人当傻子,大家才不会骂你鸡贼厂! ----------------------------------- 下面是之前在别人文章下的评论,我也转贴过来 有人说理想理性,那为什么这么理性呢?急功近利,极度的功利主义,他们自己不也承认了么,追求欲望的满足了,欲望是啥?是成为销量第一,碾压全场,是市值狂涨利润狂增,是打所有人的脸让大家承认理想NB,不就是这些么,这不就是功利主义吗? 马斯克也极度渴望成功,也极度理性,但他想成功的目的是什么?是让人类摆脱化石能源,所以他各种开源,鼓励更多电动车企业,因为他要打败的是燃油车及其背后的庞大石油利益集团,而你理想呢?天天踩的是其他电动车企业! 这种根儿上的不同导致理想必然是一家急功近利的公司,必然鸡贼,必然被所有人讨厌!
韭菜盒子3.0
03-21
$理想汽车(LI)$
李想人品不好,太鸡贼,这家公司的企业文化不可能好,段永平说看一家公司最重要的是商业模式和企业文化
韭菜盒子3.0
01-22
$量子之歌(QSG)$
这是请了人做市值管理吗?上串下跳的
韭菜盒子3.0
2023-10-26
$爱美客(300896)$
今天加仓的人在想什么?
韭菜盒子3.0
2023-06-03
$量子之歌(QSG)$
SB,拿A股那一套在美股玩
韭菜盒子3.0
2022-12-10
如果特斯拉是苹果,
$理想汽车(LI)$
充其量就是个联想
韭菜盒子3.0
2022-12-10
$理想汽车(LI)$
**新势力,纯瞎造概念,广汽埃安、比亚迪这些所谓的“老势力”哪里老了?特斯拉哪里老了?
韭菜盒子3.0
2022-10-24
蔚小李 更难受了,上下挤压
特斯拉国产Model 3 及Model Y再降价,26.59万元起
韭菜盒子3.0
2022-03-09
国内民营巨头也不是没有可能被拆分的
抱歉,原内容已删除
韭菜盒子3.0
2022-03-09
段离开中国太久了,并不知道国内的形势
抱歉,原内容已删除
去老虎APP查看更多动态
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L6会大量抢L7/L8订单,即使最后总订单量增长,但毛利、净利会大幅下降","text":"$理想汽车(LI)$ L6会大量抢L7/L8订单,即使最后总订单量增长,但毛利、净利会大幅下降","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/298050030874760","isVote":1,"tweetType":1,"viewCount":3085,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559002898321945","authorId":"3559002898321945","name":"涛身衣旧","avatar":"https://static.tigerbbs.com/a4250fb773ae78d2af1202fce39028e3","crmLevel":8,"crmLevelSwitch":1,"idStr":"3559002898321945","authorIdStr":"3559002898321945"},"content":"L6也会抢很多其他车企订单,虽然单车毛利下降,但数量上去了,客户基数也上去了,未来收入和利润都会大幅提升。","text":"L6也会抢很多其他车企订单,虽然单车毛利下降,但数量上去了,客户基数也上去了,未来收入和利润都会大幅提升。","html":"L6也会抢很多其他车企订单,虽然单车毛利下降,但数量上去了,客户基数也上去了,未来收入和利润都会大幅提升。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291330206265656,"gmtCreate":1712151428353,"gmtModify":1712151430404,"author":{"id":"3494413380916749","authorId":"3494413380916749","name":"韭菜盒子3.0","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494413380916749","authorIdStr":"3494413380916749"},"themes":[],"htmlText":"“做企业就像跳水,动作越少越好” 送给李想","listText":"“做企业就像跳水,动作越少越好” 送给李想","text":"“做企业就像跳水,动作越少越好” 送给李想","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291330206265656","repostId":"1178277008","repostType":2,"isVote":1,"tweetType":1,"viewCount":1013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286910567178480,"gmtCreate":1711066564628,"gmtModify":1711068612925,"author":{"id":"3494413380916749","authorId":"3494413380916749","name":"韭菜盒子3.0","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494413380916749","authorIdStr":"3494413380916749"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a><v-v data-views=\"0\"></v-v> 包括这次的内部信,又是鸡贼的一种表现,李想不知道内部信会流出吗?他太知道了,所以信的内容是写给公众看的,自己MEGA销量目标达不到、总销量被华为超过,就说我们不在意销量了,我们要回归用户,鸡贼,极度鸡贼!销量和用户价值是互斥的吗?是只能二选一的吗?用户价值好不是应该销量高才对吗?你以前卖得好是因为你的车用户价值好吗?不是因为你营销做得好吗?你天天喷这个喷那个上串下跳的不就是为了营销吗?实事求是知错就改?呸,你啥时候能诚实一点、真诚面对大众,而不是认为自己智力超群,把所有人当傻子,大家才不会骂你鸡贼厂! ----------------------------------- 下面是之前在别人文章下的评论,我也转贴过来 有人说理想理性,那为什么这么理性呢?急功近利,极度的功利主义,他们自己不也承认了么,追求欲望的满足了,欲望是啥?是成为销量第一,碾压全场,是市值狂涨利润狂增,是打所有人的脸让大家承认理想NB,不就是这些么,这不就是功利主义吗? 马斯克也极度渴望成功,也极度理性,但他想成功的目的是什么?是让人类摆脱化石能源,所以他各种开源,鼓励更多电动车企业,因为他要打败的是燃油车及其背后的庞大石油利益集团,而你理想呢?天天踩的是其他电动车企业! 这种根儿上的不同导致理想必然是一家急功近利的公司,必然鸡贼,必然被所有人讨厌!","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a><v-v data-views=\"0\"></v-v> 包括这次的内部信,又是鸡贼的一种表现,李想不知道内部信会流出吗?他太知道了,所以信的内容是写给公众看的,自己MEGA销量目标达不到、总销量被华为超过,就说我们不在意销量了,我们要回归用户,鸡贼,极度鸡贼!销量和用户价值是互斥的吗?是只能二选一的吗?用户价值好不是应该销量高才对吗?你以前卖得好是因为你的车用户价值好吗?不是因为你营销做得好吗?你天天喷这个喷那个上串下跳的不就是为了营销吗?实事求是知错就改?呸,你啥时候能诚实一点、真诚面对大众,而不是认为自己智力超群,把所有人当傻子,大家才不会骂你鸡贼厂! ----------------------------------- 下面是之前在别人文章下的评论,我也转贴过来 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referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b0a17b1bb5df78b861497de419aa877","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172042358","content_text":"10月24日讯,特斯拉称,即日起,中国大陆地区特斯拉在售Model 3 及Model Y 售价调整,调整后Model 3车型起售价为265,900元人民币;特斯拉Model Y 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href=\"https://laohu8.com/S/LI\">理想汽车</a>内部反思迎来了实质性动作。</p><p>4月3日下午,理想汽车发布全员公告,宣布开启矩阵型组织2.0升级,同时进行多个部门组织架构调整。</p><p>“这次调整确实跟MEGA有关系。之前内部复盘下来,公司在用户价值、经营效率方面都没太想清楚,决策落地执行也不够到位。所以要通过升级来保持组织灵活性。”有接近此次变革的理想人士说道。</p><p>具体来看,此次组织变动主要集中在理想汽车的CEO办公室部门。此前,该部门直接向CEO李想汇报,涵盖品牌部、产品部、商业部、战略部、供应部,约500多人。</p><p>商业部副总裁刘杰、产品高级副总裁范皓宇、供应部副总裁廖泽华等人均在其中,这些人成了李想外脑的延伸。</p><p><strong>而此次公告中,CEO办公室正式更名为“产品与战略群组”,更加聚焦产品与战略,弱化了供应链、商业销售职能。</strong></p><p><strong>其中,刘杰负责的商业部更名为“产品线”,未来负责理想车型的全生命周期操盘,范皓宇原管辖的产品部的车型PDT团队也挪入该部</strong>门。</p><p>具体来看,新的产品线部门职能包括:</p><p>- 产品线负责车型全生命周期的操盘;</p><p>- 产品线团队收集、汇总来自用户、专家、合作伙伴、行业的各类信息,并据此进行统筹,确定产品定义,并协调各个部门工作;</p><p>- 在产品开发阶段,侧重和研发、供应团队配合;</p><p>- 在上市期,侧重和销售端(包括GTM、销服)、市场营销端配合。</p><p>对于此次调整,内部人士表示,产品线主要对产品商业成功的决策与操盘负责,实现一个总目标:<strong>商业成功,就是用户满意、公司赚钱。</strong></p><p>而剥离车型PDT团队后,范皓宇的产品部会继续聚焦<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶、智能空间、电动平台等平台型产品。</p><p>同时,原本CEO办公室下的供应链部门,由廖泽华负责,调整后并入总裁马东辉的生产与研发群组。</p><p><strong>更为值得关注的是,在销售与服务高级副总裁邹良军之下,理想汽车正式新设立GTM(Go to Market)团队,负责协同新产品上市操盘计划的落地,为市场结果负责。</strong></p><p>有多名知情人士向36氪汽车分析,此次调整的核心是,CEO办公室职能减负,更加聚焦产品,同时,通过“产品线”部门的设立,让理想车型产品定义与商业落地更紧密合作,“例如,MEGA市场价格、销售目标失衡的情况,或许就可以更多避免。”</p><p>这也是2022年底,理想汽车启动面向千亿规模的矩阵型组织升级后,最大一轮组织变动。</p><p>公告表示,理想内部要继续深入向华为学习组织能力建设,聚焦用户价值,提高决策质量和经营效率。同时通过组织升级,减少不创造价值的流程,减少会议的数量,提高员工的工作效率,增加员工的回报。</p><p>有内部人士表示,华为引入<a href=\"https://laohu8.com/S/IBM\">IBM</a>组织架构时,也经历过“先僵化、后优化、再固化”的局面,2023年理想基本属于僵化流程的阶段。“现在打过仗了,也栽了跟头,是时候做优化了。”</p><p><strong>反思错误,理想推出矩阵组织2.0</strong></p><p>3月1日,定价55.98万元的理想纯电MPV车型MEGA正式上市。虽然以56万元的售价,引领纯电MPV销量榜,但这款旗舰纯电车销量依然距离内部目标较远。</p><p>上市20天后,3月21日,理想汽车CEO李想也在内部信中反思,内部对纯电战略节奏的误判,让MEGA的节奏出现了问题。“我们错误地把理想MEGA的从0到1阶段(商业验证期)当成了从1到10阶段(高速发展期)进行经营。”</p><p>此外,李想还指出,理想汽车从上至下过于关注销量和竞争,让欲望超越了价值。</p><p>为此理想还发布公告下调了一季度的车辆交付量预期,从此前10万辆-10.3万辆下调到7.6万辆-7.8万辆。</p><p>但反思向来要对应到行动,理想汽车的矩阵组织2.0也在此背景下推出。</p><p>有内部人士告诉36氪,内部高层复盘总结2023年的成功,是因为平台化造车优势,但随着产品矩阵扩大,“价值传递的链条过长,很多决策需要经过多部门集体讨论。”</p><p>有员工向36氪汽车透露,过去一年多,确实感觉到部门负责人的会议相当密集,几乎周末都在开,“花在决策上的时间过多,留给执行和落地的时间不够。”而此次调整也旨在加快决策和落地执行效率。</p><p>以MEGA和2024款理想L7/L8/L9同时上市为例,理想内部发现,理想MEGA节奏的失序,让销售团队大幅减少了服务L系列用户的时间和精力,主力车型理想L8甚至连店面摆放位置都没有。</p><p>此外,针对多款新品同时上市,导致销售端的一系列问题,包括人员培训不足、店端资源分配不合理等,理想希望通过新成立的GTM团队来提前介入统筹,进行避免。</p><p>据36氪汽车了解,经过调整后,目前理想的店端已经完成调整,例如在一些纯电渗透率较低的城市撤下MEGA展车,换成L8,将MEGA挪到了一二线城市。</p><p><strong>继续学华为,但要优化</strong></p><p>理想很早就意识到学习华为的重要性。2022年9月理想汽车雁栖湖战略会上,公司高层达成的重要共识就是,全面学习华为。</p><p>“我们惊奇地发现,我们在产品研发、销售服务、供应制造、组织财经等方面遇到的痛不欲生的问题,人家十几年前甚至二十年前就解决了。”李想曾在微博上说道。</p><p>于是,2022年底,理想在公司内部成立矩阵式组织,成立7个横向管理部门,分别对应7个一级流程:DSTE(从战略到执行)、IPD(集成产品开发)、IPMS(集成产品营销和销售)、ISC(集成供应链)、BT&IT、LTD、IFS(集成财经转型)。换句话说,理想的战略、产品、销服、供应链、财务等都想从华为习来心法。</p><p>以IPD为例,IPD是华为于 1999 年从 IBM 公司学习、演变而来的产品研发管理体系。正是这个体系,让华为广撒网式的研发项目得以落地、开花。理想ONE与理想L9、L8、L7的开发,也是理想早期单点学习IPD的产物。</p><p>为了更加深入学习华为的管理精髓,理想开始从华为引进核心高管人才。</p><p>2023年,从华为加入理想汽车的核心人物有两位:邹良军与李文智。邹良军曾是华为意大利终端公司部长,还负责过荣耀海外销售与服务内容,加入理想后,负责销售服务体系,向李想汇报。李文智则是原华为全球HRBP管理部部长,加入理想后负责组织变革,向CFO李铁汇报。</p><p>但学习华为,也可能带来排异反应。有理想人士表示:“每家模式不一样,把别人的模式套到自己头上,过程会很痛苦。”</p><p>因流程带来的冲突也时常发生。比如制定产品规划时,CEO办公室商业部需要销售团队提供明后年计划,才能锁定流程推进产品研发,但销售侧一些数据很难提前给出来,“双方僵持不下,有时候为了几辆展车数据吵得面红耳赤。”</p><p>这种时刻,李想会要求两个组严格按照流程强锁定,“他的逻辑就是先把流程固化下来,后面有问题再来解决。”</p><p>也因为矩阵式组织的关系,理想内部的很多决策需要横向拉通部门,集体决策。这在内部称为“共创会”。有理想员工表示,一些关键产品节点的共创会,往往是“周六早上9点开会,周日凌晨5点才走出办公室。”</p><p>但这些会议有时候并不都是高效的。理想人士也表示,很多决策需各自团队开很多会议,决策效率也不够高,最终影响了执行质量和执行效率。这也是理想更加深入学习华为组织建设、推出矩阵式组织2.0的重要原因。</p><p>新造车行业融合科技与制造,同时在实践新的商业模式和渠道创新,对于任何公司来说,都是全新挑战。</p><p>而就理想汽车而言,这家公司的价值底色一直是遇到问题,就快速反思、及时修正。此次矩阵组织2.0的推出,能否应对理想汽车年初的市场失利,尚难预测,但“开始纠偏并付诸行动”是任何公司走出风暴的不二选择。</p></body></html>","source":"36k","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>理想反思落地:推出矩阵组织2.0,整合产品与商业</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; 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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理想反思落地:推出矩阵组织2.0,整合产品与商业\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-03 16:45 北京时间 <a href=https://36kr.com/p/2717394332285061><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“先僵化、后优化、再固化”针对3月以来的新车上市失序,理想汽车内部反思迎来了实质性动作。4月3日下午,理想汽车发布全员公告,宣布开启矩阵型组织2.0升级,同时进行多个部门组织架构调整。“这次调整确实跟MEGA有关系。之前内部复盘下来,公司在用户价值、经营效率方面都没太想清楚,决策落地执行也不够到位。所以要通过升级来保持组织灵活性。”有接近此次变革的理想人士说道。具体来看,此次组织变动主要集中在...</p>\n\n<a href=\"https://36kr.com/p/2717394332285061\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9abe0e9e278b48e36d3cb87745e11936","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"https://36kr.com/p/2717394332285061","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178277008","content_text":"“先僵化、后优化、再固化”针对3月以来的新车上市失序,理想汽车内部反思迎来了实质性动作。4月3日下午,理想汽车发布全员公告,宣布开启矩阵型组织2.0升级,同时进行多个部门组织架构调整。“这次调整确实跟MEGA有关系。之前内部复盘下来,公司在用户价值、经营效率方面都没太想清楚,决策落地执行也不够到位。所以要通过升级来保持组织灵活性。”有接近此次变革的理想人士说道。具体来看,此次组织变动主要集中在理想汽车的CEO办公室部门。此前,该部门直接向CEO李想汇报,涵盖品牌部、产品部、商业部、战略部、供应部,约500多人。商业部副总裁刘杰、产品高级副总裁范皓宇、供应部副总裁廖泽华等人均在其中,这些人成了李想外脑的延伸。而此次公告中,CEO办公室正式更名为“产品与战略群组”,更加聚焦产品与战略,弱化了供应链、商业销售职能。其中,刘杰负责的商业部更名为“产品线”,未来负责理想车型的全生命周期操盘,范皓宇原管辖的产品部的车型PDT团队也挪入该部门。具体来看,新的产品线部门职能包括:- 产品线负责车型全生命周期的操盘;- 产品线团队收集、汇总来自用户、专家、合作伙伴、行业的各类信息,并据此进行统筹,确定产品定义,并协调各个部门工作;- 在产品开发阶段,侧重和研发、供应团队配合;- 在上市期,侧重和销售端(包括GTM、销服)、市场营销端配合。对于此次调整,内部人士表示,产品线主要对产品商业成功的决策与操盘负责,实现一个总目标:商业成功,就是用户满意、公司赚钱。而剥离车型PDT团队后,范皓宇的产品部会继续聚焦智能驾驶、智能空间、电动平台等平台型产品。同时,原本CEO办公室下的供应链部门,由廖泽华负责,调整后并入总裁马东辉的生产与研发群组。更为值得关注的是,在销售与服务高级副总裁邹良军之下,理想汽车正式新设立GTM(Go to Market)团队,负责协同新产品上市操盘计划的落地,为市场结果负责。有多名知情人士向36氪汽车分析,此次调整的核心是,CEO办公室职能减负,更加聚焦产品,同时,通过“产品线”部门的设立,让理想车型产品定义与商业落地更紧密合作,“例如,MEGA市场价格、销售目标失衡的情况,或许就可以更多避免。”这也是2022年底,理想汽车启动面向千亿规模的矩阵型组织升级后,最大一轮组织变动。公告表示,理想内部要继续深入向华为学习组织能力建设,聚焦用户价值,提高决策质量和经营效率。同时通过组织升级,减少不创造价值的流程,减少会议的数量,提高员工的工作效率,增加员工的回报。有内部人士表示,华为引入IBM组织架构时,也经历过“先僵化、后优化、再固化”的局面,2023年理想基本属于僵化流程的阶段。“现在打过仗了,也栽了跟头,是时候做优化了。”反思错误,理想推出矩阵组织2.03月1日,定价55.98万元的理想纯电MPV车型MEGA正式上市。虽然以56万元的售价,引领纯电MPV销量榜,但这款旗舰纯电车销量依然距离内部目标较远。上市20天后,3月21日,理想汽车CEO李想也在内部信中反思,内部对纯电战略节奏的误判,让MEGA的节奏出现了问题。“我们错误地把理想MEGA的从0到1阶段(商业验证期)当成了从1到10阶段(高速发展期)进行经营。”此外,李想还指出,理想汽车从上至下过于关注销量和竞争,让欲望超越了价值。为此理想还发布公告下调了一季度的车辆交付量预期,从此前10万辆-10.3万辆下调到7.6万辆-7.8万辆。但反思向来要对应到行动,理想汽车的矩阵组织2.0也在此背景下推出。有内部人士告诉36氪,内部高层复盘总结2023年的成功,是因为平台化造车优势,但随着产品矩阵扩大,“价值传递的链条过长,很多决策需要经过多部门集体讨论。”有员工向36氪汽车透露,过去一年多,确实感觉到部门负责人的会议相当密集,几乎周末都在开,“花在决策上的时间过多,留给执行和落地的时间不够。”而此次调整也旨在加快决策和落地执行效率。以MEGA和2024款理想L7/L8/L9同时上市为例,理想内部发现,理想MEGA节奏的失序,让销售团队大幅减少了服务L系列用户的时间和精力,主力车型理想L8甚至连店面摆放位置都没有。此外,针对多款新品同时上市,导致销售端的一系列问题,包括人员培训不足、店端资源分配不合理等,理想希望通过新成立的GTM团队来提前介入统筹,进行避免。据36氪汽车了解,经过调整后,目前理想的店端已经完成调整,例如在一些纯电渗透率较低的城市撤下MEGA展车,换成L8,将MEGA挪到了一二线城市。继续学华为,但要优化理想很早就意识到学习华为的重要性。2022年9月理想汽车雁栖湖战略会上,公司高层达成的重要共识就是,全面学习华为。“我们惊奇地发现,我们在产品研发、销售服务、供应制造、组织财经等方面遇到的痛不欲生的问题,人家十几年前甚至二十年前就解决了。”李想曾在微博上说道。于是,2022年底,理想在公司内部成立矩阵式组织,成立7个横向管理部门,分别对应7个一级流程:DSTE(从战略到执行)、IPD(集成产品开发)、IPMS(集成产品营销和销售)、ISC(集成供应链)、BT&IT、LTD、IFS(集成财经转型)。换句话说,理想的战略、产品、销服、供应链、财务等都想从华为习来心法。以IPD为例,IPD是华为于 1999 年从 IBM 公司学习、演变而来的产品研发管理体系。正是这个体系,让华为广撒网式的研发项目得以落地、开花。理想ONE与理想L9、L8、L7的开发,也是理想早期单点学习IPD的产物。为了更加深入学习华为的管理精髓,理想开始从华为引进核心高管人才。2023年,从华为加入理想汽车的核心人物有两位:邹良军与李文智。邹良军曾是华为意大利终端公司部长,还负责过荣耀海外销售与服务内容,加入理想后,负责销售服务体系,向李想汇报。李文智则是原华为全球HRBP管理部部长,加入理想后负责组织变革,向CFO李铁汇报。但学习华为,也可能带来排异反应。有理想人士表示:“每家模式不一样,把别人的模式套到自己头上,过程会很痛苦。”因流程带来的冲突也时常发生。比如制定产品规划时,CEO办公室商业部需要销售团队提供明后年计划,才能锁定流程推进产品研发,但销售侧一些数据很难提前给出来,“双方僵持不下,有时候为了几辆展车数据吵得面红耳赤。”这种时刻,李想会要求两个组严格按照流程强锁定,“他的逻辑就是先把流程固化下来,后面有问题再来解决。”也因为矩阵式组织的关系,理想内部的很多决策需要横向拉通部门,集体决策。这在内部称为“共创会”。有理想员工表示,一些关键产品节点的共创会,往往是“周六早上9点开会,周日凌晨5点才走出办公室。”但这些会议有时候并不都是高效的。理想人士也表示,很多决策需各自团队开很多会议,决策效率也不够高,最终影响了执行质量和执行效率。这也是理想更加深入学习华为组织建设、推出矩阵式组织2.0的重要原因。新造车行业融合科技与制造,同时在实践新的商业模式和渠道创新,对于任何公司来说,都是全新挑战。而就理想汽车而言,这家公司的价值底色一直是遇到问题,就快速反思、及时修正。此次矩阵组织2.0的推出,能否应对理想汽车年初的市场失利,尚难预测,但“开始纠偏并付诸行动”是任何公司走出风暴的不二选择。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662673754,"gmtCreate":1666570596678,"gmtModify":1666574910294,"author":{"id":"3494413380916749","authorId":"3494413380916749","name":"韭菜盒子3.0","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494413380916749","authorIdStr":"3494413380916749"},"themes":[],"htmlText":"蔚小李 更难受了,上下挤压","listText":"蔚小李 更难受了,上下挤压","text":"蔚小李 更难受了,上下挤压","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/662673754","repostId":"1172042358","repostType":4,"isVote":1,"tweetType":1,"viewCount":2120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635337693,"gmtCreate":1646833317395,"gmtModify":1646833317395,"author":{"id":"3494413380916749","authorId":"3494413380916749","name":"韭菜盒子3.0","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494413380916749","authorIdStr":"3494413380916749"},"themes":[],"htmlText":"段离开中国太久了,并不知道国内的形势","listText":"段离开中国太久了,并不知道国内的形势","text":"段离开中国太久了,并不知道国内的形势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635337693","repostId":"1120687831","repostType":4,"repost":{"id":"1120687831","kind":"news","pubTimestamp":1646832828,"share":"https://www.laohu8.com/m/news/1120687831?lang=&edition=full","pubTime":"2022-03-09 21:33","market":"us","language":"zh","title":"“每掉10%加仓一次!”中国巴菲特喊出腾讯抄底战术","url":"https://stock-news.laohu8.com/highlight/detail?id=1120687831","media":"中国证券报","summary":"今年以来,海内外各路资金纷纷出手抄底,对中概互联网龙头越跌越买。","content":"<div>\n<p>记者 葛瑶上周刚买入500万美元腾讯控股,“中国巴菲特”段永平还会加仓吗?3月以来,腾讯股价累计下跌超9%,跌破400港元。但3月9日,腾讯股价午后强势翻红,全天收于384.8港元。3月8日,有网友喊话段永平加仓,段永平表示:计划“每掉10%”就加仓一次腾讯。今年以来,海内外各路资金纷纷出手抄底,对中概互联网龙头越跌越买。段永平此前大笔买入腾讯ADR3月8日,社交论坛上有网友再喊话段永平:“腾讯...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/PvLjOnd2W4pM1pH0Nh4c3w\">Web Link</a>\n\n</div>\n","source":"zgzqb","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>“每掉10%加仓一次!”中国巴菲特喊出腾讯抄底战术</title>\n<style 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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“每掉10%加仓一次!”中国巴菲特喊出腾讯抄底战术\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-09 21:33 北京时间 <a href=https://mp.weixin.qq.com/s/PvLjOnd2W4pM1pH0Nh4c3w><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者 葛瑶上周刚买入500万美元腾讯控股,“中国巴菲特”段永平还会加仓吗?3月以来,腾讯股价累计下跌超9%,跌破400港元。但3月9日,腾讯股价午后强势翻红,全天收于384.8港元。3月8日,有网友喊话段永平加仓,段永平表示:计划“每掉10%”就加仓一次腾讯。今年以来,海内外各路资金纷纷出手抄底,对中概互联网龙头越跌越买。段永平此前大笔买入腾讯ADR3月8日,社交论坛上有网友再喊话段永平:“腾讯...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/PvLjOnd2W4pM1pH0Nh4c3w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7e1090aaf3aafeb5167ffb8175428e8f","relate_stocks":{"00700":"腾讯控股"},"source_url":"https://mp.weixin.qq.com/s/PvLjOnd2W4pM1pH0Nh4c3w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120687831","content_text":"记者 葛瑶上周刚买入500万美元腾讯控股,“中国巴菲特”段永平还会加仓吗?3月以来,腾讯股价累计下跌超9%,跌破400港元。但3月9日,腾讯股价午后强势翻红,全天收于384.8港元。3月8日,有网友喊话段永平加仓,段永平表示:计划“每掉10%”就加仓一次腾讯。今年以来,海内外各路资金纷纷出手抄底,对中概互联网龙头越跌越买。段永平此前大笔买入腾讯ADR3月8日,社交论坛上有网友再喊话段永平:“腾讯388港元了,可以继续加仓了。”这次段永平回复称“我计划每掉10%加一次仓。”不过,他同时表示,腾讯占其仓位比重“非常低”,目前对他的吸引力不足以卖出其他仓位去换,因此只以9%-11%的下跌幅度为加仓标准,但股价若“再掉几次就要认真想想了”。值得注意的是,上周段永平刚刚豪掷500多万美元购入腾讯控股ADR。2月28日,段永平在论坛上表示,“腾讯低过我上次买的价钱了,那明天再买点。”随后,便在评论区晒出了下单记录。记录显示,段永平以53.50美元的目标价买入10万股腾讯ADR。截至3月8日,腾讯ADR价格与其买入价相比已下跌近9%。各路资金抄底互联网中概股在抄底腾讯这件事情上,段永平并不孤单。海外第三大中国股票基金——瑞银(卢森堡)中国精选股票基金(美元)1月时亦大举增持腾讯控股,增持幅度达100%。截至1月末,该基金对腾讯控股的持仓市值达7.37亿美元。除腾讯控股以外,海外机构也显示出了对其他互联网中概股的兴趣。今年以来至3月7日,KraneShare中概互联网ETF(KWEB)获海外资金净流入,累计金额达10.31亿美元。KWEB是目前海外规模最大的互联网中概股指数基金,前五大重仓股包括腾讯控股、阿里巴巴-SW、京东、百度、美团-W。不过值得注意的是,自3月以来,KWEB的资金呈现净流出态势,累计净流出1.56亿美元。来源:etf.com除海外资金以外,近期南向资金对互联网龙头公司同样越跌越买。富途数据显示,截至3月8日,南向资金连续6日净买入腾讯控股,累计买入92.75亿港元;美团-W连续5日获南向资金净买入,累计金额达41.87亿港元。同时,内地发行的互联网中概股指数基金连续两天出现大幅溢价。Wind数据显示,3月9日,中概互联网ETF溢价率超过7%,前一日则出现了11%以上的溢价。中概互联网LOF在3月8日也溢价超过6%,目前这只指数基金已经“关门谢客”,暂停申购。面对上述基金的溢价情况,基民纷纷猜测是由于抄底资金太过凶猛导致。不过,一位公募人士表示,限购或是造成高溢价的主因。他解释称:“中概互联网指数基金的限购近期进一步收紧,这意味着没有新增份额可供投资者购买。同时买盘又比较强劲,因此出现明显的溢价。”机构仍看好腾讯、阿里抄底的呼声不绝于耳,但腾讯与阿里的股价近期尚未有企稳之势。不过整体来看,机构仍坚定看好两只互联网龙头。Wind数据显示,40%的机构对腾讯控股给出“增持”评级,58%给出“买入”评级。对于阿里巴巴,44%的机构给出“增持”评级,52%给出“买入”评级。中信建投发表研报表示,当前腾讯的市值对应2022年、2023年归母净利润估值为17.8倍、15.8倍,均处于移动互联网时代以来最低估值。长期看好腾讯各赛道布局及竞争力,维持“买入”评级。预计增值服务及网络广告业务稳步增长,金融科技与企业服务业务将成为腾讯营收增长的重要引擎。中金公司则表示,给予阿里巴巴“跑赢行业”评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355672916291744,"gmtCreate":1727836181597,"gmtModify":1727836183150,"author":{"id":"3494413380916749","authorId":"3494413380916749","name":"韭菜盒子3.0","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494413380916749","authorIdStr":"3494413380916749"},"themes":[],"htmlText":"<a 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