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一 |     DETROIT -- The United Auto Workers union significantly escalated its walkout against Detroit's Three automakers, shutting down Ford's largest factory and threatening Jeep maker Stellantis.In a surprise move Wednesday night, 8,700 members left their jobs at Ford’s Kentucky truck plant in Louisville.And Thursday morning, union President Shawn Fain hinted at further action against Stellantis. “Here's to hoping talks at Stellantis today are more productive than Ford yesterday,” Fain wrote on X, formerly Twitter, without saying what might happen.Ford's truck plant makes heavy-duty F-Series pickup trucks and large Ford and Lincoln SUVs, hitting the company's most lucrative products. The vehicles made at the plant generate $25 billion per year in revenue, the company said in a statement.Fain said in a statement that the union has waited long enough “but Ford hasn’t gotten the message” to bargain for a fair contract. “If they can’t understand that after four weeks, the 8,700 workers shutting down this extremely profitable plant will help them understand it,” Fain said.The strike came nearly four weeks after the union began its walkouts against General Motors, Ford and Stellantis on Sept. 15, with one assembly plant from each company. The company, however, called the strike expansion “grossly irresponsible” and said it has made strong wage and benefit offers to the union. It said the move puts about a dozen other Ford facilities at risk, as well as parts supply plants that together employ over 100,000 people.A Ford executive said the union called a meeting at the company's Dearborn, Michigan, headquarters Wednesday afternoon where Fain asked if the company had another offer. High-ranking Ford executives responded that they are working on possibly bringing electric vehicle battery plants into the UAW national contract, essentially making them unionized. But they didn't have a significantly different economic offer, the executive said. Fain was told the company put a strong offer on the table, but there wasn't a lot of room to increase it and keep it affordable for the business, the executive said.Fain responded by saying, if that's the company's best offer, “You just lost Kentucky Truck Plant,” said the executive. The meeting only lasted about 15 minutes, he said. In a video, Fain said the union moved because Ford didn't change its offer. “We've been very patient working with the company on this,” he said. “They have not met expectations, they're not even coming to the table on it.”The escalation against Ford shows that Fain is trying to increase pressure on the company, said Marick Masters, a business professor at Wayne State University who follows labor issues.But Ford and the other automakers have made concessions and raised wage offers, he said. The companies, he said, “may have reached their resistance points to varying degrees.” Executives, he said, have bottom line positions they can’t cross in terms of staying competitive with other automakers.Fain, Masters said, likely is testing how far he needs to push Ford before going to “full throttle,” by taking all 57,000 Ford members out on strike.The union’s move doesn’t leave him optimistic for a quick end to the strikes, Masters said. “I think the issues that remain on the table are quite thorny,” he said, pointing to union demands that all workers get defined benefit pensions and health insurance when they retire.The UAW expanded its strikes on Sept. 22, adding 38 GM and Stellantis parts warehouses. Assembly plants from Ford and GM were added the week after that. The Kentucky strike brings to 33,700 the number of workers on strike against the three automakers.Thus far, the union has decided to target a small number of plants from each company rather than have all 146,000 UAW members at the automakers go on strike at the same time.Last week, the union reported progress in the talks and decided not to add any more plants. This came after GM agreed to bring joint-venture electric vehicle battery factories into the national master contract, almost assuring that the plants will be unionized.Battery plants are a major point of contention in the negotiations. The UAW wants those plants to be unionized to assure jobs and top wages for workers who will be displaced by the industry’s ongoing transition to electric vehicles.Since the start of the strike, the three Detroit automakers have laid off roughly 4,800 workers at factories that are not among the plants that have been hit by the UAW strikes.The companies say the strikes have forced them to impose those layoffs. They note that the job cuts have occurred mainly at factories that make parts for assembly plants that were closed by strikes.The UAW rejects that argument. It contends that the layoffs are unjustified and were imposed as part of the companies' pressure campaign to persuade UAW members to accept less in negotiations with automakers. The factories affected by layoffs are in six states: Michigan, Ohio, Illinois, Kansas, Indiana and New York. Sam Fiorani, an analyst with AutoForecast Solutions, a consulting firm, said he thinks the layoffs reflect a simple reality: The automakers are losing money because of the strikes. By slowing or idling factories that are running below their capacities because of strike-related parts shortages, Fiorani said, the companies can mitigate further losses.“It doesn’t make sense to keep running at 30% or 40% of capacity when it normally runs at 100%,” he said. Striking workers are receiving $500 a week from the union’s strike pay fund. In some states, laid-off workers could qualify for state unemployment aid, which, depending on a variety of circumstances, could be less or more than $500 a week. Fiorani said that as the strikes widen, more workers will likely be laid off at non-striking plants. Separate companies that manufacture parts for the automakers are likely to have laid off workers but might not report them publicly, said Patrick Anderson, CEO of the Anderson Economic Group in Lansing, Michigan. A survey of parts supply companies by a trade association called MEMA Original Equipment Suppliers found that 30% of members have laid off workers and that more than 60% expect to start layoffs in mid-October.。

二 | 上市、结构调整、战略合作、品牌独立……小米上市后，一步一步。小米的战略网络正在整个互联网上突然袭击。经过两次大规模的结构调整，谷子的发展战略越来越清晰。

三 | 2018年9月13日，小米将电视、MIUI、生态链、互动娱乐四个业务部门重组为十个新的业务部门，增加集团组织部和员工部。商业部门的调整显示出小米未来发展的重点。电视、笔记本电脑、生态链、智能硬件分别对外开放。同时，组织部和员工部的成立也表明，小米有一个权威的领导小组来制定未来的主要趋势。

四 | 2018年12月13日，小米迎来了又一次结构调整。销售和服务部已改组为中国。在线和离线业务由专家处理。销售运营部分为两个部门。销售运营部负责中国手机销售，销售部负责中国电视、生态链等产品的销售运营。

五 | 小米的两个重要结构调整让我们注意到，小米现在已经跳出了手机的圈子，正在加速电视、智能硬件和笔记本电脑等硬件产品的布局。这些硬件产品将成为未来小米收入的重要来源，也将成为许多小米互联网和软件服务的核心载体。此外，从中国的概念上，我们可以了解小米的全球布局。

六 | 未来，小米将推动新的零售模式，并向国际出口。”小米红米“双品牌战略，走出舒适区是非常必要的，2018年，全球智能手机市场迎来了一个艰难的时期，尽管中国智能手机的实力迅速崛起，但整个智能手机市场的衰落让任何制造商都不能孤单。

七 | 小米也是如此。国际数据中心发布的2008年第三季度全球智能手机品牌出货情况雷军多次在红米红米品牌独立媒体上提到“生死无所谓，不服从”。同时，雷军在发布会上表现异常，表现非常犀利、刺耳。雷军在发布会上说，红米独立性最大的优势是可以形成一条完整的产品线，这比友好型产品更为明显。也就是说，在未来，小米手机将走向中高端，而红米手机将打出“性价比”的旗帜。红米品牌于2013年正式发布，但2018年上半年仅发布5款产品。市场上更多的消息是小米而不是红米。红米是影响小米高端手机业务的重要阻力。在小米市场的说明书中，我们可以看到，以前的大多数小米出货都来自于红米。同时，早在1000元的小米手机业务平均价格也反映了红米对小米业务的巨大影响。小米CDR招股说明书手机业务部分内容的“小米红米”双品牌战略显然是在“华为荣光”品牌战略中进行竞争。

八 | 雷军在红米品牌独立新闻发布会上也指出了“华为荣耀”，而异常的雷军也反映了小米现阶段对手机业务的焦虑。10日晚些时候，雷军在微博上回顾了自己的“冷漠”。他说：“小米创业八年，真正的黑色悲剧。我过去常常提醒自己要容忍，但我不能。在今天的Redmi会议上，我纵容了你们，希望你们都能理解。值得一提的是，金丽媛董事长陆维兵加入小米，让我们看到小米决心成为一个更大更强的红米品牌。陆维兵以前负责金利的国际业务。

九 | 被任命为红米品牌总经理、小米集团副总裁。我们可以看到小米对红米和海外业务的关注。

十 | 小米在第三季度盈利报告中首次提到了手机业务的多品牌战略。手机业务的专业化也使小米在中高端品牌小米、入门级品牌红米、海外子品牌POCO、合作形象品牌、参与黑鲨品牌等不同领域培养了一批特殊用户。小米已经在手机领域形成了一个完整的矩阵，但这些还不够。与华为荣光明显的品牌差异相比，小米在高端领域的布局明显不足。

十一 | 这种放开“红米”的做法，让小米在高端智能手机领域可以放手一搏。现在小米正依靠品牌战略的调整，走出舒适区，从“性价比”变魔术。从手机跳出来，小米正充分利用手机业务，一直无法满足小米迅速扩张的雄心壮志。

十二 | 经过两次大规模的结构调整，小米在智能硬件、家电、电视、计算机等领域的布局越来越清晰。最近，我们看到小米的股价继续下跌。很多原因是投资者认为小米的盈利能力存在问题。早些时候，摩根大通在最初的“增持”评级中，首次将小米股价的投资评级下调至“中性”。此外，2018年智能手机市场的整体下滑让投资者对智能手机市场的发展感到不耐烦。

十三 | 经过一段时间智能手机的快速发展，它确实迎来了一个瓶颈。谷子的战略方向调整是非常重要的。小米于2018年底与TCL达成战略合作。2019年初，小米收购了TCL集团0.48%的股份。

十四 | 小米的行动显然是针对家用电器领域的产业布局。目前，小米电视已于2018年成为中国首家智能电视品牌，对上海新、TCL、创维等传统的黑色发电厂产生了巨大影响。同时，小米在2018年推出了米佳空调、米佳互联网洗衣烘干机、小米新风机、小米净水器、米佳智能扫扫扫机器人等一批大型家电。虽然这些产品的市场占有率还不足以撼动行业领头羊，但小米业务的步伐让我们看到，小米要占据家用电器的各个角落，打造全天候的生态链条。雷军1月6日通过微博透露，2019年小米将大力开发家电产品。经过两次结构调整，我们清楚地看到了独立电视部、计算机部、生态链部和智能硬件部的出现。同时，小米与TCL的联姻也为小米提供了供应链和代发工资资源的支持。一些分析人士表示，小米与TCL的合作将继续赋予小米电视机、空调、洗衣机等家电供应商的优势，使小米的供应更加稳定，未来产品将更加多样化，并将继续巩固小米的“性价比”优势。小米市场应该更多地关注如何赚钱，同时也要保持自身用户群的稳定增长。这也是投资者对小米长期发展的期望。与智能手机业务相比，大型家电在总体成本上可以依靠产业链上游的技术优势为小米带来大量的收入。

十五 | 同时，通过“性价比”战略，将积累的用户优势转化为巨大的流量来源，进一步促进了谷子业务的增长。经过两次结构调整，我们可以看出，小米对自己的发展方向有了明确的认识。在首都的包围下，小米也有着空前的鲜血和扩张的野心。但是面对股票价格，小米需要做的更多。

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Published on:05:27:29