华为官宣：胡厚崑“接棒”孟晚舟当值轮值董事长，已加入华为33年

红星资本局10月1日消息，日前，华为官网发布公告称，胡厚崑接替孟晚舟当值轮值董事长。根据华为轮值董事长制度，胡厚崑将于2023年10月1日-2024年3月31日期间当值轮值董事长，主持公司董事会及董事会常务委员会。

一、胡厚崑加入华为33年

胡厚崑履历显示，其毕业于华中理工大学，获理科学士学位，并持有中欧国际工商学院EMBA学位。现任华为公司副董事长、轮值董事长、公司常务董事会成员、全球网络安全与用户隐私保护委员会主席。拥有超过30年的ICT行业经验，在华为战略方向制定及全球市场拓展中发挥了重要作用。CXO UNION-CXO联盟（cxounion.cn）

胡厚崑于1990年加入华为，历任公司中国市场部总裁、拉美地区部总裁、全球销售部总裁、美国华为董事长、销售与服务总裁、战略与Marketing总裁等职务。在此过程中，帮助华为建立了全球销售和服务网络，并在推动华为全球化变革中扮演了关键角色。

2011年10月至2018年3月，担任华为轮值CEO，负责公司业务持续发展与内部管理优化。曾担任华为人力资源管理委员会主任，负责公司领导力与组织发展。

红星资本局注意到，今年7月6日，胡厚崑在2023世界人工智能大会上露面，发表了主题演讲“共赢人工智能新时代”。他表示，围绕这个目标，华为一方面要打造强有力的算力底座。另一方面，从通用大模型到行业大模型，真正让人工智能赋能行业，助力科研。CXO UNION-CXO联盟（cxounion.cn）

此前，华为董事会确定副董事长徐直军、胡厚崑、孟晚舟担任公司轮值董事长。轮值董事长领导公司董事会和常务董事会。轮值董事长轮值期六个月，按如下顺序依次循环履行职责：孟晚舟：2023年4月1日-2023年9月30日；胡厚崑：2023年10月1日-2024年3月31日；徐直军：2024年4月1日-2024年9月30日。

据界面新闻报道，早在轮值CEO时期，任正非就曾表示，轮值CEO制度比将公司的业绩与成功系于一人的制度更好。每个轮值CEO在轮值期间都奋力的牵引公司前进。即使在轮值期间有哪一位CEO走偏了，下一任的轮值CEO会及时去纠正航向，帮助华为这艘大船能够及时地拨正船头，避免了问题累积过多而得不到解决的情况发生。

二、孟晚舟首次轮值董事长任职结束

胡厚崑当值轮值董事长后，孟晚舟首次轮值董事长任职也宣告结束。华为董事会此前规定，孟晚舟在2023年4月1日-2023年9月30日期间任职轮值董事长。CXO UNION-CXO联盟（cxounion.cn）

4月19日，孟晚舟出现在了2023华为全球分析师大会上，这是她当值华为轮值董事长以来的首次公开亮相。当天，她发表了主题演讲阐述华为对数字化战略的理解，并表示，华为将持续推动建设5.5G技术，同时将数字转型过程中所沉淀的技术、工具和经验开放在华为云上。

此次卸任前，孟晚舟在9月20日举行的华为全联接大会上，就华为在AI领域的定位以及在大模型领域的战略进行了分享，孟晚舟表示，华为将推行“全面智能化战略”。

孟晚舟当值期间，华为发布了2023年半年报，上半年华为实现营收3082.90亿元，上年同期为2986.80亿元，同比增长3.2%；净利润为465.23亿元，上年同期为146.29亿元，同比增长218%。上半年，华为研发费用为826.04亿元，同比增长4.4%，上年同期为790.63亿元。CXO UNION-CXO联盟（cxounion.cn）

值得一提的是，8月29日，华为突然发售mate60pro，引发广泛关注，不仅手机1小时售罄，多只“华为概念股”在后续交易日大涨。

天风国际证券分析师郭明錤在研报中指出，华为Mate 60 Pro因需求优于预期，故2H23出货预估已调升20%至约600万部。展望2024年，华为将推新款高阶P系列与Mate系列，预估零组件采购量为3000-4000万部。

翻译：

Huawei official announcement: Hu Houkun “took over” Meng Wanzhou as rotating chairman, has joined Huawei for 33 years

Red Star Capital Bureau news on October 1, a few days ago, Huawei’s official website announced that Hu Houkun replaced Meng Wanzhou as rotating chairman of the board. According to Huawei’s rotating chairman system, Hu Houkun will be the rotating chairman of the board of directors and the Standing Committee of the Board of Directors of the company from October 1, 2023 to March 31, 2024.

Ken Hu has been with Huawei for 33 years

Hu graduated from Huazhong University of Science and Technology with a Bachelor of Science degree and an EMBA from China Europe International Business School, according to his resume. He is currently Vice Chairman, rotating chairman, Executive board member, and Chairman of the Global Network Security and User Privacy Protection Committee of Huawei. With more than 30 years of experience in the ICT industry, he has played an important role in the development of Huawei’s strategic direction and global market expansion.

The photo is from Huawei official website

Ken Hu joined Huawei in 1990 and has served as President of China Marketing, President of Latin America, President of Global Sales, Chairman of Huawei USA, President of Sales and Service, and President of Strategy and Marketing. In this process, it helped Huawei establish a global sales and service network. And played a key role in promoting Huawei’s globalization.

From October 2011 to March 2018, he served as the rotating CEO of Huawei, responsible for the company’s sustainable business development and internal management optimization. He served as the director of Huawei Human Resource Management Committee, responsible for the company’s leadership and organizational development.CXO UNION-CXO联盟（cxounion.cn）

Red Star Capital Bureau noted that on July 6 this year, Hu Houkun appeared at the 2023 World Artificial Intelligence Conference and delivered a keynote speech “Win-win New Era of Artificial Intelligence.” He said that around this goal, Huawei on the one hand to build a strong computing base. On the other hand, from the general large model to the industry large model. Truly let artificial intelligence empower the industry and help scientific research.CXO UNION-CXO联盟（cxounion.cn）

Previously, Huawei’s board of directors confirmed vice chairmen Xu Zhijun, Hu Houkun and Meng Wanzhou as rotating chairmen of the company.

The rotating chairman leads the board of directors and the executive Board of the company. Rotating chairman of the Board of Directors for a rotating period of six months, in order to perform the duties in the following cycle: Meng Wanzhou: April 1, 2023 – September 30, 2023; Ken Hu: October 1, 2023 – March 31, 2024; Xu Zhijun: April 1, 2024 – September 30, 2024.CXO UNION-CXO联盟（cxounion.cn）

According to Jiemian News, as early as the rotating CEO period, Ren Zhengfei said that the rotating CEO system is better than the system that ties the company’s performance and success to one person. Each rotating CEO struggled to steer the company forward during the shift. Even if a CEO goes astray during the rotating period. The next rotating CEO will correct the course in time to help Huawei to correct the ship in time to avoid the accumulation of too many problems and not solve the situation.

Second, Meng Wanzhou’s first rotating chairmanship ended

After Hu Houkun took the rotating chairman, Meng Wanzhou’s first rotating chairman was also announced to end. Huawei’s board of directors previously stipulated that Meng Wanzhou would serve as the rotating chairman from April 1, 2023 to September 30, 2023.CXO UNION-CXO联盟（cxounion.cn）

On April 19, Meng Wanzhou appeared at the 2023 Huawei Global Analysts Conference. Which was her first public appearance since she became Huawei’s rotating chairman. On the same day, she delivered a keynote speech to elaborate Huawei’s understanding of digital strategy. And said that Huawei will continue to promote the construction of 5.5G technology. While opening the technology, tools and experience accumulated in the process of digital transformation to Huawei Cloud.

Before stepping down, Meng Wanzhou shared Huawei’s positioning in the field of AI and its strategy in the field of large models at the Huawei Fully Connected Conference held on September 20. And Meng Wanzhou said that Huawei will implement a “comprehensive intelligent strategy.”

During Meng Wanzhou’s tenure, Huawei released its semi-annual report for 2023.

In the first half of the year, Huawei achieved revenue of 308.290 billion yuan. Which was 298.680 billion yuan in the same period of last year, an increase of 3.2%. Net profit was 46.523 billion yuan, up 218% from 14.629 billion yuan a year earlier. In the first half of the year, Huawei’s research and development expenses were 82.604 billion yuan, an increase of 4.4%. And 79.063 billion yuan in the same period of last year.CXO UNION-CXO联盟（cxounion.cn）

It is worth mentioning that on August 29, Huawei suddenly launched mate60pro. Which caused widespread concern, not only the mobile phone was sold out in one hour. But many “Huawei concept stocks” rose in the following trading days.

Tianfeng International Securities analyst Guo Ming𠫓¹ pointed out in a research report that the Huawei Mate 60 Pro due to better than expected demand. So the 2H23 shipment estimate has been raised by 20% to about 600 Looking forward to 2024. Huawei will push the new high-end P series and Mate series. And it is estimated that the purchase of components is 30-40 million.

本文由CXO UNION-CXO联盟（cxounion.cn）转载而成，来源于红星资本局，作者：强亚铣；编辑/翻译：CXO UNIONCXO联盟小宁檬。

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