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共检索到 2 篇相关深度研报

Strategic Corporate Governance & Macro Tech · 2026年11月7日 · V-G Club Curator

Dissecting the Richard Yu Auto BU Exit Myth: Corporate Architecture, Social Silence, and HIMA Realpolitik

Widespread rumors claiming Richard Yu was stripped of authority over Huawei's automotive business stem from a fundamental confusion of corporate governance structures. A structural audit reveals the reality behind Yinwang's B2B independence and HIMA's B2C commercial leadership.

Macro & Geopolitics · 2026年10月21日 · V-G Club Curator

The Engineering Reckoning: Huawei’s Software Hegemony Meets the Law of Large Numbers

An investigative autopsy of the October 2026 Maextro V800 brake fracture and the fatal Aito crash in Shenmu. We dissect the structural liabilities of Huawei’s HIMA model—where asset-light software claims credit while outsourced manufacturing absorbs the physical fallout.