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2023-01-05

蔚来最大问题是腐败成风，这个不扭转，早晚倒闭

李斌全员信细数蔚来8大问题：将优化低效项目和团队

2022-12-05

原来黑车漫天飞的时候也没见有啥作为，现在可以是找到拿捏的软柿子了

抱歉，原内容已删除

2022-01-06

问：张勇，请问2021年阿里做了什么？答：21年我们allin一件事儿—机构调整

阿里调整架构：淘宝天猫全面融合，聚焦消费者和商家体验

2021-08-18

补贴了那么多钱算是做公益了吧

抱歉，原内容已删除

2021-07-01

$滴滴(DIDI)$我赌上市一个月内市值破千亿，一瓶茅台，有没有要赌？

2018-11-24

$小牛电动(NIU)$ 你们公司包庇盗窃犯这个事情怎么解决？

2018-09-14

$阿里影业(01060)$ 今天能涨到0.98

去老虎APP查看更多动态

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重复建设的情況比比皆是，效率还有非常大的提升空间。</b></p><p>据36氪了解，蔚来总裁秦力洪每周都会发出新员工欢迎信，平均每周入职员工200-300人，有时高达400多人，即便是小鹏和理想汽车爆出毁约校招生的减员时期，蔚来也在大量进人。目前，蔚来总员工数已经超过3万人。</p><p>组织迅速扩张过程中暴露出的问题，李斌也已感知到，并发出了压缩开支和精简团队的信号：</p><p>“<b>2023年的工作任务会增加很多，但公司的资源投入只会有小幅增加，我们必须从内部挖掘潜力，尤其是对于低效的组织、低效的团队、低效的流程、低效的项目，需要进行全面的梳理和优化</b>。</p><p>蔚来已经笃定了方向，李斌鼓励团队，只要能专注执行，让工作方式更加高效、敏捷，就能实现目标。</p><p>李斌表示：“<b>我们信心来自于对趋势的判断，智能电动汽车己经成为全球经济为数不多的亮点，可持续发展也是全球为数不多的共识；</b>来自于产品、服务、社区的体系性创新，来自于国绕智能电动汽车核心全栈技术的坚决投入，来自于NIO House、 NIO Power、 NSC等基础设施的坚决布局；也来自于用户企业的愿景、价值驱动的组织和优秀的团队。”</p><p>“瞬息万变的市场，要求我们必须具备敏捷的工作意识、流程与能力。”在内部信中，李斌对全公司各部门逐一提出新年新要求：</p><p>产品体验团队要更敏锐地洞察用户需求，快速闭环响应用户的反馈；</p><p>研发团队要随时评估检视研发项目进展，及时发现问题，修正问题；</p><p>用户发展和运营团队要动态预测市场需求，给到工业化团队及时准确的规划与计划依据；</p><p>供应链、制造、物流团队要根据市场波动更快响应，用尽可能低的成本保证供应；</p><p>质量团队要加快质量的闭环速度，减少质量成本损失，保护用户利益和产品声誉；</p><p>售后和服务团队要更快响应用户需求，提升用户体验；</p><p>管理和支持团队要给到业务同事更便捷的支持，提升业务团队的工作效率。</p><p>市场竞争空前激烈，2023年对造车新势力来说将是至关重要的一年，能否抓住这最后的窗口期直接决定了能否进入到下一赛段的角逐。蔚来也准备好了牌面，李斌在信中称，<b>上半年将交付5款全新NT2车型，今年NT3的研发将全面展开，各个创新业务将迎来关键节点，欧洲市场的用户交付与服务也将进一步提速。</b></p><p><b>“优秀的公司能够变因难为机遇，在压力中塑造自己的竞争优势。智能电动汽车的竞争已经进入到资格赛的后期阶段，我们需要更出色的表现才能赢得参与决赛的资格。”</b>李斌在信中说道。</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\" 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href=https://36kr.com/p/2073518113111172><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“我们要清醒地认识到，不少同行的同期表现比我们更加出色。我们的交付量增速落后于中国智能电动汽车市场的整体增速。”2022年，新造车行业度过了动荡、艰险的一年，蔚来董事长兼CEO李斌也在新年第一天发出了基调略显沉重的全员信。36氪获悉了这封信件内容。李斌在信中表示，“2022年疫情和突发事件的影响还是超出了预期，打乱了原定的节奏与计划。”在媒体报道中，蔚来等公司在2022年的疫情中历经至少两次工厂...</p>\n\n<a href=\"https://36kr.com/p/2073518113111172\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://36kr.com/p/2073518113111172","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195790304","content_text":"“我们要清醒地认识到，不少同行的同期表现比我们更加出色。我们的交付量增速落后于中国智能电动汽车市场的整体增速。”2022年，新造车行业度过了动荡、艰险的一年，蔚来董事长兼CEO李斌也在新年第一天发出了基调略显沉重的全员信。36氪获悉了这封信件内容。李斌在信中表示，“2022年疫情和突发事件的影响还是超出了预期，打乱了原定的节奏与计划。”在媒体报道中，蔚来等公司在2022年的疫情中历经至少两次工厂停工，李斌在近期的业绩会上也说，2022年由于各种原因，工厂满负荷正常生产的日子并不太多，同时由于供应链紧缺，工厂的产能爬坡亦有阻碍。即便如此，蔚来也在体系化布局上交出了不错的成绩，李斌对此也进行了肯定：2022年度交付量为122,486台，同比增长34%；基于NT2的三款全新车型ET7、ES7、ET5交付；F2工厂投入生产；NIO House和换电站、服务中心等基础设施的建设基本完成既定目标；NIO Berlin成功举办，欧洲五国的团队建设进展顺利；NT3研发正式启动；创新业务部门的工作按计划推进；香港和新加坡上市顺利完成。但简短的回顾和肯定之后，李斌就向蔚来数万名员工传达了危机信号，“2022年，我们有苦劳，有功劳，但是我们要清醒地认识到，不少同行的同期表现比我们更加出色。”李斌悉数列举了8项团队做得不足的地方，包括：交付量增速落后于中国智能电动汽车市场的整体增速；应对供应波动，很多厂商的反应更迅速，更高效；针对需求波动，惯性太强，调整不及时，造成了不必要的损失；新车上市前后的软硬件质量问题已经影响了产品口碑和声誉；测试车事故和数据被窃取事件暴露出公司内部管理需要加强；建立了用户满意度的反馈机制，但解决问題的闭环速度仍然距离用户的期望有很大差距；组织和团队在过去一年中扩展过快，内部沟通效率亟需提升；数字管理系统不能很好支持业务的新需求，已经成为了业务发展的瓶颈。李斌列举的这些问题，涉及蔚来经营、管理的方方面面。在刚刚过去的2022年，这家头部造车新势力的成绩不尽如人意，倾注最新技术的二代平台车型已经上市三款，全年交付122486辆，同比增长34%，但整体销量未达预期。当然，有限需求增长下，达不到预期的不只有蔚来。从近期公布的数据看，与蔚来同航道的理想汽车、小鹏汽车都没有实现预期销量，就连此前一骑绝尘的行业龙头特斯拉，也在2022年的最后一个季度显现出疲态，屡次用降价来冲销量。挑战还在继续。李斌也在内部信中预警：“疫情后经济恢复增长、消费者恢复信心的过程会比较长，高端车型尤其会受影响，而市场竞争越来越激烈，产品和技术越来越同质化，差异化的竟争优势也越来越难获得。”李斌也对全球化市场做出了判断，“逆全球化的趋势不会反转，进入全球市场的过程一定也是困难重重。”抢占市场之外，蔚来内部管理上的问题同样迫切。有些问题存在已久，比如近期传出的内部数据遭窃取一事，一定程度上暴露出此前的数据管理过于粗放。有知情人士告诉36氪，之前蔚来的这些数据是相对公开的，为了方便使用，内部很多人有权限调用。有些问题则是随着团队规模增长出现。李斌在内部信中指出，2022年团队持续扩张，但职责不清浙、目标不一致、流程不完善、 重复建设的情況比比皆是，效率还有非常大的提升空间。据36氪了解，蔚来总裁秦力洪每周都会发出新员工欢迎信，平均每周入职员工200-300人，有时高达400多人，即便是小鹏和理想汽车爆出毁约校招生的减员时期，蔚来也在大量进人。目前，蔚来总员工数已经超过3万人。组织迅速扩张过程中暴露出的问题，李斌也已感知到，并发出了压缩开支和精简团队的信号：“2023年的工作任务会增加很多，但公司的资源投入只会有小幅增加，我们必须从内部挖掘潜力，尤其是对于低效的组织、低效的团队、低效的流程、低效的项目，需要进行全面的梳理和优化。蔚来已经笃定了方向，李斌鼓励团队，只要能专注执行，让工作方式更加高效、敏捷，就能实现目标。李斌表示：“我们信心来自于对趋势的判断，智能电动汽车己经成为全球经济为数不多的亮点，可持续发展也是全球为数不多的共识；来自于产品、服务、社区的体系性创新，来自于国绕智能电动汽车核心全栈技术的坚决投入，来自于NIO House、 NIO Power、 NSC等基础设施的坚决布局；也来自于用户企业的愿景、价值驱动的组织和优秀的团队。”“瞬息万变的市场，要求我们必须具备敏捷的工作意识、流程与能力。”在内部信中，李斌对全公司各部门逐一提出新年新要求：产品体验团队要更敏锐地洞察用户需求，快速闭环响应用户的反馈；研发团队要随时评估检视研发项目进展，及时发现问题，修正问题；用户发展和运营团队要动态预测市场需求，给到工业化团队及时准确的规划与计划依据；供应链、制造、物流团队要根据市场波动更快响应，用尽可能低的成本保证供应；质量团队要加快质量的闭环速度，减少质量成本损失，保护用户利益和产品声誉；售后和服务团队要更快响应用户需求，提升用户体验；管理和支持团队要给到业务同事更便捷的支持，提升业务团队的工作效率。市场竞争空前激烈，2023年对造车新势力来说将是至关重要的一年，能否抓住这最后的窗口期直接决定了能否进入到下一赛段的角逐。蔚来也准备好了牌面，李斌在信中称，上半年将交付5款全新NT2车型，今年NT3的研发将全面展开，各个创新业务将迎来关键节点，欧洲市场的用户交付与服务也将进一步提速。“优秀的公司能够变因难为机遇，在压力中塑造自己的竞争优势。智能电动汽车的竞争已经进入到资格赛的后期阶段，我们需要更出色的表现才能赢得参与决赛的资格。”李斌在信中说道。","news_type":1},"isVote":1,"tweetType":1,"viewCount":27618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629957443,"gmtCreate":1670230249882,"gmtModify":1670231709577,"author":{"id":"3498964283814442","authorId":"3498964283814442","name":"maxxu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498964283814442","idStr":"3498964283814442"},"themes":[],"htmlText":"原来黑车漫天飞的时候也没见有啥作为，现在可以是找到拿捏的软柿子了","listText":"原来黑车漫天飞的时候也没见有啥作为，现在可以是找到拿捏的软柿子了","text":"原来黑车漫天飞的时候也没见有啥作为，现在可以是找到拿捏的软柿子了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/629957443","repostId":"1156995384","repostType":2,"isVote":1,"tweetType":1,"viewCount":998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695233080,"gmtCreate":1641464868253,"gmtModify":1641464868253,"author":{"id":"3498964283814442","authorId":"3498964283814442","name":"maxxu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498964283814442","idStr":"3498964283814442"},"themes":[],"htmlText":"问：张勇，请问2021年阿里做了什么？答：21年我们allin一件事儿—机构调整","listText":"问：张勇，请问2021年阿里做了什么？答：21年我们allin一件事儿—机构调整","text":"问：张勇，请问2021年阿里做了什么？答：21年我们allin一件事儿—机构调整","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695233080","repostId":"1102376803","repostType":2,"repost":{"id":"1102376803","kind":"news","pubTimestamp":1641464088,"share":"https://www.laohu8.com/m/news/1102376803?lang=&edition=full","pubTime":"2022-01-06 18:14","market":"hk","language":"zh","title":"阿里调整架构：淘宝天猫全面融合，聚焦消费者和商家体验","url":"https://stock-news.laohu8.com/highlight/detail?id=1102376803","media":"华尔街见闻","summary":"此轮调整后，大淘宝将形成统一的平台机制。","content":"<html><head></head><body><p>1月6日消息，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团中国数字商业板块分管总裁戴珊发布内部信，调整大淘宝架构，“全面聚焦用户体验、客户价值”。</p><p>其中，最受关注的调整是，<b>在坚持淘宝、天猫双品牌运营的基础上，新设产业运营及发展、平台策略、用户运营及发展等三大中心，分别由吹雪、思函、玄德负责，对戴珊汇报。</b>此外，直播由道放负责，逛逛等内容生态由千城负责，都直接对戴珊汇报。</p><p>此轮调整后，大淘宝将形成统一的平台机制，确保消费者的购物体验更简单顺畅，中小商家的发展和成长更具确定性。</p><p><img src=\"https://static.tigerbbs.com/95f8780c5a4821d11e882eeb7162cf04\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"highlight_wallstreetcn","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>阿里调整架构：淘宝天猫全面融合，聚焦消费者和商家体验</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{ 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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阿里调整架构：淘宝天猫全面融合，聚焦消费者和商家体验\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-06 18:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/livenews/2108015><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月6日消息，阿里巴巴集团中国数字商业板块分管总裁戴珊发布内部信，调整大淘宝架构，“全面聚焦用户体验、客户价值”。其中，最受关注的调整是，在坚持淘宝、天猫双品牌运营的基础上，新设产业运营及发展、平台策略、用户运营及发展等三大中心，分别由吹雪、思函、玄德负责，对戴珊汇报。此外，直播由道放负责，逛逛等内容生态由千城负责，都直接对戴珊汇报。此轮调整后，大淘宝将形成统一的平台机制，确保消费者的购物体验更...</p>\n\n<a href=\"https://wallstreetcn.com/livenews/2108015\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://wallstreetcn.com/livenews/2108015","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1102376803","content_text":"1月6日消息，阿里巴巴集团中国数字商业板块分管总裁戴珊发布内部信，调整大淘宝架构，“全面聚焦用户体验、客户价值”。其中，最受关注的调整是，在坚持淘宝、天猫双品牌运营的基础上，新设产业运营及发展、平台策略、用户运营及发展等三大中心，分别由吹雪、思函、玄德负责，对戴珊汇报。此外，直播由道放负责，逛逛等内容生态由千城负责，都直接对戴珊汇报。此轮调整后，大淘宝将形成统一的平台机制，确保消费者的购物体验更简单顺畅，中小商家的发展和成长更具确定性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831998558,"gmtCreate":1629277324974,"gmtModify":1629277324974,"author":{"id":"3498964283814442","authorId":"3498964283814442","name":"maxxu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498964283814442","idStr":"3498964283814442"},"themes":[],"htmlText":"补贴了那么多钱算是做公益了吧","listText":"补贴了那么多钱算是做公益了吧","text":"补贴了那么多钱算是做公益了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831998558","repostId":"1135021096","repostType":4,"isVote":1,"tweetType":1,"viewCount":1749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":158650444,"gmtCreate":1625148477388,"gmtModify":1625148477388,"author":{"id":"3498964283814442","authorId":"3498964283814442","name":"maxxu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498964283814442","idStr":"3498964283814442"},"themes":[],"htmlText":"<a 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href=https://xxgk.mot.gov.cn/2020/jigou/fgs/202212/t20221205_3719525.html><strong>交通运输部</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月5日，交通运输部等部门发布关于修改《网络预约出租汽车经营服务管理暂行办法》的决定。将《网络预约出租汽车经营服务管理暂行办法》第三十四条修改为“违反本规定，擅自从事或者变相从事网约车经营活动，有下列行为之一的，由县级以上出租汽车行政主管部门责令改正，予以警告，并按照以下规定分别予以罚款；构成犯罪的，依法追究刑事责任：（一）未取得《网络预约出租汽车经营许可证》的，对网约车平台公司处以10000元...</p>\n\n<a href=\"https://xxgk.mot.gov.cn/2020/jigou/fgs/202212/t20221205_3719525.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a530a2a17bc301499c9e286759c5657e","relate_stocks":{"DIDIY":"DiDi Global 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