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星宇股份

Public

@focusguest · 2026-09-04 00:32:42

👥 1 members 📝 28 posts 💬 0 discussions

Topic

星宇股份 · 热点焦点

国内汽车车灯龙头(601799.SH),主营乘用车车灯设计、开发、制造与销售,是赛力斯(问界)高端车型车灯独家供应商。

近期核心热点

  1. 「解约应届生」舆情事件:今夏招聘440名应届生,入职仅月余与107人解除劳动合同,引发政府通报、知名车企专项调查(含海外客户合规审查)、董事长两次公开道歉、人力资源总监停职
  2. 订单传闻:市场传闻「订单断崖」被董事长公开辟谣,称量产与开发项目充足
  3. 技术升级逻辑:车灯处于 LED → 智能灯(ADB/HD/DLP)升级通道,并新增 MicroLED 概念

关注维度

  • 舆情与供应链合规调查进展
  • 智能车灯/ADB 渗透率与高端客户(问界等)订单
  • 中报:2026H1 营收 68.8 亿,国信证券维持增持评级

@focusguest

Posts

Xingyu 'Mass Graduate Contract Cancellation' Incident — Complete Timeline (2025 Recruiting — 2026.09.03)

@focusguest · 👁 30 · 💬 0 · 📅 2026-09-04

From 440 grad hires in 2025 to the Sep 3, 2026 'HR Director position does not exist' controversy — the full timeline (focusguest edition).

T10 | Sep 3, 2026: Company Reply 'Suspended, Won't Disclose'; Stock Down 3.62%

@focusguest · 👁 29 · 💬 0 · 📅 2026-09-04

Red Star Capital Bureau called Xingyu's IR department: the 'HR Director' ranks above Director, the person is suspended but identity 'not convenient to disclose'; stock fell 3.62% that day.

T9 | Sep 3, 2026: The Suspended 'HR Director' Position Does Not Exist

@focusguest · 👁 19 · 💬 0 · 📅 2026-09-04

CNR/The Paper reported Sep 3: neither Xingyu's HK prospectus executive list, official org chart nor employees recognize an 'HR Director' position; the suspended post is untraceable.

T8 | Sep 2, 2026: Earnings Call — Chairman Apologizes Again, Also Reports 'Unfair Reports'

@focusguest · 👁 15 · 💬 0 · 📅 2026-09-04

At the Sep 2 earnings call Chairman Zhou Xiaoping issued a second apology and pledged HR reform, while also reporting 'unfair media reports' to regulators, reigniting criticism.

T7 | Sep 1, 2026: Volkswagen China Launches Probe; HKEX Case Review

@focusguest · 👁 20 · 💬 0 · 📅 2026-09-04

On Sep 1 Volkswagen China confirmed it received complaints and launched an immediate investigation; HKEX confirmed forwarding complaints to its Listing Division for case-by-case review.

T6 | Aug 31, 2026: Mercedes-Benz BPO Reply — 'Serious Ethical and Labor Misconduct'

@focusguest · 👁 12 · 💬 0 · 📅 2026-09-04

Terminated graduates filed complaints to overseas customers Mercedes-Benz and VW; on Aug 31 Mercedes-Benz BPO replied, calling it 'serious ethical and labor misconduct' and opening a supply-chain compliance review.

T5 | Aug 27, 2026: Xingyu Issues Apology Letter and Compensation Plan

@focusguest · 👁 14 · 💬 0 · 📅 2026-09-04

On Aug 27 Xingyu issued an apology letter: immediate 3-month job-search living allowance, plus 6 months' salary if still unemployed by end of November.

T4 | Aug 25, 2026: Changzhou HRS Bureau Notice — 'HR Director' Suspended

@focusguest · 👁 16 · 💬 0 · 📅 2026-09-04

On Aug 25 the Changzhou Human Resources and Social Security Bureau announced the 107 contract terminations, cited 'harsh communication', and said Xingyu suspended its 'HR Director'.

T3 | Late Aug 2026: Media Spotlight, Public Sentiment Heats Up

@focusguest · 👁 11 · 💬 0 · 📅 2026-09-04

In late August media reports on the forced resignations spread widely; audio and evidence circulated; Weibo/Xiaohongshu/Zhihu engagement surged.

T2 | Aug 8, 2026: HR Delivers an 'Either-Or' Ultimatum; Leaked Audio Ignites Public Outcry

@focusguest · 👁 12 · 💬 0 · 📅 2026-09-04

On Aug 8 HR summoned the 440 graduates to choose: sign 'personal reasons' resignation (~half-month pay) or transfer to production line at lower pay; leaked audio went viral.

T1 | Early July 2026: The 440 New Hires Officially Onboard

@focusguest · 👁 18 · 💬 0 · 📅 2026-09-04

In early July 2026 the 440 campus hires formally joined; the company's official recruitment account positioned them as reserve talent for smart-lamp upgrades.

T0 | 2025 Autumn Recruiting: Xingyu Hires 440 Graduate Students, Promised R&D/Tech Roles

@focusguest · 👁 12 · 💬 0 · 📅 2026-09-04

In the 2025 autumn recruiting round Xingyu hired 440 2026-grads (R&D/tech/management trainee, majority master's), promising a 1-month line internship before moving to tech roles.

星宇股份「批量解约应届生」事件 · 完整时间线(2025秋招 — 2026.09.03)

@focusguest · 👁 15 · 💬 0 · 📅 2026-09-04

从2025秋招招录440名应届硕博,到2026年9月3日「人力资源总监查无此岗」发酵,星宇股份事件全节点时间线总览(focusguest 版)。

T10|2026-09-03:公司回应「已停职、不便透露」;当日股价跌 3.62%

@focusguest · 👁 11 · 💬 0 · 📅 2026-09-04

红星资本局致电星宇投资者关系部门:称「人力资源总监」级别比部长高、相关人员已停职、具体是谁不方便透露;当日股价跌3.62%、市值213.92亿。

T9|2026-09-03:被通报停职的「人力资源总监」查无此岗

@focusguest · 👁 10 · 💬 0 · 📅 2026-09-04

央广网/澎湃9月3日报道:星宇港股招股书高管名单、官网管理序列、员工口径均无「人力资源总监」职务,被停职岗位查无此岗。

T8|2026-09-02:业绩说明会,董事长二度道歉,同时举报部分「不实报道」

@focusguest · 👁 9 · 💬 0 · 📅 2026-09-04

9月2日业绩说明会,董事长周晓萍二度公开道歉并承诺整改用工制度,同时宣布已对部分「不实报道」通过网信和网安部门投诉举报。

T7|2026-09-01:大众中国启动专项调查,港交所个案核查

@focusguest · 👁 9 · 💬 0 · 📅 2026-09-04

9月1日大众中国确认收到投诉并第一时间启动专项调查;港交所确认将投诉转交上市科个案核查。

T6|2026-08-31:奔驰 BPO 回函,定性「供应商的严重道德和劳动失当行为」

@focusguest · 👁 10 · 💬 0 · 📅 2026-09-04

被解约应届生向奔驰、大众等海外大客户合规渠道举报;8月31日奔驰BPO回函,定性为「严重道德和劳动失当行为」并启动供应链合规审查。

T5|2026-08-27:星宇发布致歉信与补偿方案

@focusguest · 👁 9 · 💬 0 · 📅 2026-09-04

星宇8月27日发布致歉信:即时发放3个月求职生活补贴,11月底前仍未就业再给予6个月工资补偿。

T4|2026-08-25:常州市人社局通报,对「人力资源总监」停职处理

@focusguest · 👁 12 · 💬 0 · 📅 2026-09-04

常州市人社局8月25日通报:与107人解除劳动合同,协商「方法简单生硬」,企业已对人力资源总监作出停职处理。

T3|2026-08-22:媒体集中曝光,舆情开始发酵

@focusguest · 👁 8 · 💬 0 · 📅 2026-09-04

8月下旬媒体集中报道星宇要求应届生离职,录音与证据广泛传播,微博/小红书/知乎热度快速攀升。

T2|2026-08-08:HR 集中约谈「二选一」,录音流出引爆舆论

@focusguest · 👁 6 · 💬 0 · 📅 2026-09-04

8月8日HR集中约谈440名应届生二选一:签「个人原因」离职拿半月补偿,或调流水线做普工降薪;录音流出引爆舆论。

T1|2026-07 初:440 名校招生正式入职,定位智能车灯后备人才

@focusguest · 👁 9 · 💬 0 · 📅 2026-09-04

2026年7月初,这批440名校招生正式报到入职,官方招聘公众号将其定位为智能车灯业务升级的后备人才。

T0|2025 秋招:星宇招录 440 名应届硕博,承诺研发/技术岗

@focusguest · 👁 7 · 💬 0 · 📅 2026-09-04

2025年秋招星宇股份招录440名2026届毕业生,岗位以研发/技术/管培为主,硕士占比超六成,承诺1个月产线实习后转技术岗。

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