2018年12月10日星期一

華為的秘密


華為的秘密

中國企業要想成就偉大,需有被全世界敵視的覺悟與勇氣。 7000億、5G,理解華為事件的兩把秘鑰。



1 先說7000億元。 11月30日,華為輪值董事長徐直軍宣佈,華為2018年的收入將首次超過1000億美元(近7000億元人民幣)。 1000億美元,是個什麼概念? 在電信設備領域,華為的營收,比第二名愛立信和第三名諾基亞加起來還多。 在智能手機領域,華為是繼蘋果、三星後,全球第三家邁入千億美元俱樂部的手機巨頭(2018年第三季度,華為智能手機出貨量超過蘋果,位居世界第二)。

縱觀國內,華為的營收,超過了BAT的總和,大致相當於2個聯想、4個格力電器、6個小米。 放眼全球,華為在世界500強榜單上可以排到第60名。 可見,華為已經成長為一家名副其實的巨型企業。

2 再看5G。 5G是下一代移動標準,也是萬物互聯的關鍵技術。 三流的企業賣產品,二流的企業賣品牌,一流的企業賣標準。誰制定了標準,誰就掌握了話語權,站在了產業鏈的頂端。

5G之爭,是一場看不見硝煙的戰爭。各個國家和企業都厲兵秣馬、你追我趕,力求取得主導權。 今年4月,美國無線通信和互聯網協會(CTIA)發佈的《Race to 5G》報告稱,中國5G居於領先地位。 (《Race to 5G》報告) 2G時代,歐洲領先;3G時代,日本領先;4G時代,美國領先;5G時代,中國能夠後來居上,與華為的努力密不可分。 華為在5G上,取得了哪些成績? 先看技術標準。華為研發的F-OFDM已經成為全球統一的5G的混合新波形技術標準,華為提出的Polar Code(極化碼)也成為了5G控制通道的編碼方案,這是非常大的突破,在中國通信史上也是第一次。

再看專利(5G標準) 。華為持有61項5G標準專利,全球占比22.93%,超過三星,排名第一。

再看設備。5G設備包括基站設備和光通訊設備,華為是全球第一大設備供應商,基站設備全球市場佔有率約30%~35%、光通訊設備全球市場佔有率約40%~45%。 最後看IPv6協議支持。為了實現“萬物互聯”,5G需要接入IPv6協議。華為是國際IPv6標準的制定者,其IPv6設備及解決方案為全球最大的IPv6網路CNGI中提供了超過70%的網路設備,截止目前已穩定運行6年。

華為是唯一完成全部中國5G技術二階段研發試驗的廠家, 今年11月23日,在全球移動寬頻論壇上,英國電信公司首席網路架構師Neil McRae公開表示:現在只有一家真正的5G供應商,那就是華為。其他供應商需要努力趕上華為。 可見,華為在5G技術上全球領先。 2 7000億、5G,一個代表規模,一個代表技術,這是華為成功的秘密。 對企業來說,規模和技術同樣重要。只有規模,沒有技術,大而不強;只有技術,沒有規模,強而不大。 華為恰恰是既有規模,又有技術,真正的強大。




3 華為研發投入
不妨來看一組數據。 華為官網顯示,華為約有8萬名研發人員,研發費用支出為897億元。近十年來,累計投入的研發費用超過了3940億元。 8萬名研發人員,897億元研發投入,這兩個數字,超過了絕大部分企業的員工數量和營業收入。  慷慨的投入,換來了豐厚的回報,華為累計獲得專利授權74307件,其中,90%以上專利都是是發明專利。

4 華為專利授權量
沒有規模支撐,巨量的研發投入,是無法做到的。沒有技術創新,龐大的營收規模,也是無法持續的。 事實上,華為的意義,早已超出了自身。 華為像一只領頭雁,帶領著其他企業飛翔。華為共有92家核心供應商,中國企業有37家。這些企業,為了滿足華為的需求、跟上華為的節奏,不得不創新。

5 華為核心供應商
華為像一條鯰魚,刺激著其他企業奮遊。華為的老對手、同屬通訊設備製造領域的中興,是中國最具創新力的企業之一。華為所處的手機行業,也是當下中國創新意識最強的商業領域。 華為像一個啟蒙者,探索出一條自主創新之路並證明這條路是可行的。

華為之路,何嘗又不是中國之路? 2017年,中國經濟總量位居世界第二,研發投入也僅次於美國。中國企業的研發投入增幅(18.8%)超過了美國(7.2%)和歐盟成員國(7.0%)。 (世界各大經濟體研發投入) 規模+技術,這是華為的秘密,也是中國的秘密。 3 7000億、5G,一個注解現在,一個昭示未來,也是理解華為當下處境的秘鑰。 體量巨大的規模效益,讓華為擁有穩定的現金流,源源不斷地投入研發,保持技術領先,進而擴大規模優勢。 華為現在很強大,未來將更加強大。 這恰恰是對手最為忌憚和恐懼的。 木秀於林,風必摧之。 美國政府正在遊說盟國封殺使用華為,新西蘭、澳大利亞拒絕華為參加5G移動網路投標,英國電信禁止華為參與競標公司核心5G網路設備的供應合同。 這可能是華為命中註定的一次劫難:中國企業要想成就偉大,需有被全世界敵視的覺悟與勇氣。

18年前的2000年,華為銷售額飆升到220億元,盈利高居全國電子百強之首,一時風光無兩。 形勢大好之際,任正非卻在《華為報》上發表文章檢討自省。 任正非在這篇長達6000字的《華為的冬天》中警醒地寫道—— 現在是春天吧,但冬天已經不遠了,我們在春天與夏天要念著冬天的問題。IT業的冬天對別的公司來說不一定是冬天,而對華為可能是冬天。華為的冬天可能來得更冷,更冷一些。我們還太嫩,我們公司經過十年的順利發展沒有經歷過挫折,不經過挫折,就不知道如何走向正確道路。磨難是一筆財富,而我們沒有經過磨難,這是我們最大的弱點。我們完全沒有適應不發展的心理準備與技能準備。

果不其然,第二年,全球電信產業驚現大滑坡,競爭對手美國思科業務嚴重下滑,報廢庫存22億美元,被迫裁員8500人。 提前做好準備的華為,完成了255億元銷售額,實現了逆勢增長。 領先者註定是孤獨的,成功的道路上遍佈荊棘。創業幾十年來,華為經歷了很多坎坷,很多事都足以要“命”。 懷如履薄冰之心,行勇猛精進之事,華為都挺了過來。 這一次,相信華為已然做好了準備。

華為公司註冊,是在1987年,任正非和其他幾位創始人一起湊錢成立了華為。成立沒多久後就因為找不到發展的方向,差點關門大吉。

今年的華為已經是三十出頭的而立之年了一步一個腳印地走過了三十個年頭,已然成功立於世界強者之林。

公開資料顯示:

2013年,華為在《財富》世界500強中有了姓名,排名第315位;

截至2016年底,華為的產品和解決方案已經應用於全球170多個國家,服務全球運營商50強中的45家及全球1/3的人口;

2018年,在最新發佈的《財富》世界500強名單中,華為排名第72位!

這一次,華為不僅在世界強者榜單中擁有了自己的姓名。

從第315名到第72名的飛躍,華為用了5年。

華為與BAT
BAT (中國互聯網公司三巨頭)
BATB=百度、A=阿裏巴巴、T=騰訊,是中國互聯網公司百度公司(Baidu)、阿巴巴集團(Alibaba)、騰訊公司(Tencent)三大互聯網公司首字母的縮寫。

百度總部在北京、阿巴巴總部在杭州、騰訊總部在深圳。
這樣的公司相比,也絲毫不懼:華為年營收曾超過BAT總和。

2015年,華為營收2,882億,騰訊789億,阿708億,百度490.5億。華為超BAT營收總和還要多800億!據說這一數字在2017年得到了刷新。

而華為至今一直堅持未上市——

因為它的的股權幾乎都掌握在員工手裏,任正非本人也不過才擁有1.4%的股權,其餘98.6%的股權全給了員工。

不僅如此,華為還是一直堅持拒絕外資參股,儘管這樣的堅持讓它在國際上吃了不少苦頭。

而隨著華為的不斷壯大,美國不僅不能“分一杯羹”(其實美國是佔了利潤及甜頭不少的),還要眼睜睜看著華為逐漸佔據更大的國際通訊市場份額。

於是,他們開始不滿,他們開始忌憚。

美國不願面對的一個事實是,華為是一家規模非常大的公司。

去年收入超過6,036億元人民幣(合960億美元),超過愛立信(Ericsson)成為全球最大電信設備供應商。

很多人會以為華為只是手機品牌,但同時華為還是世界最大的電信運營商,手機及互聯網通訊主機硬軟件製造商。

在高科技領域,華為也不斷帶來驚喜——

麒麟晶片

在國際手機晶片市場上,蘋果、三星和高通三足鼎立。國產晶片起步較晚,所以在這方面國產手機一直落後。

華為改變了這一格局。

去年,華為在發佈會上第一次展示了麒麟晶片在發佈會現場的實測中,華為展示了麒麟晶片的 AI 運算與蘋果、三星手機的對比。

在一分鐘的測試中,這三款最新版本的手機分別識別出了多少張圖呢?

華為手機共識別2000多張圖片,蘋果手機識別出了800多張圖,而三星卻只識別出了90多張。

在處理速度上,華為碾壓蘋果和三星。

華為的麒麟晶片成為了行業中的一匹“黑馬”,給國科技領域帶來了很多信心。不得不承認,華為的麒麟晶片或許現階段難以超越國際巨頭,但是卻給中國國產處理器帶來了信心,並緊跟世界科技的最前端。5G之戰,華為VS全體西方國家?

華為手機銷量排全球第三,並且正在爭奪5G開發的領導者地位。

5G是下一代移動標準,也是互聯設備時代的關鍵技術。對5G技術的控制權是特朗普否決博通競購高通計畫的一個原因。

5G的主導權,是能決定未來幾萬億美元市場的決定權!

這也是美國最“討厭”華為的一點。

這麼大的市場,絕對不能讓中國人搶走啊。

近兩年,華為一直在科技中探索,跌跌撞撞在各項領域中摸索前行。

華為到底有多重視研發呢?

今年3月底,華為公司發佈了2017年年報。

一路走來,華為的崛起離不開其越來越強大的研發實力。報告顯示,在華為的收入中,用於研發的投入高達897億元,占總收入比重達到14.9%。過去10年,據中國新聞網報導,華為研發投入超過3940億元,累積獲得74,307件專利,其中90%為發明專利。華為,在研發投入上,全球排名全球第6。隨著物聯網、雲計算、人工智慧和5G等新興技術加速走向規模商用,華為輪值董事長胡厚崑曾表示,未來十年,華為將以每年超過100億美元的規模持續加大在技術創新上的投入。

2017年,華為研發人員8萬人,占公司總人數45%。據歐盟委員會發佈的《2017年歐盟工業研發投資記分牌》,在全球研發投入排行榜中,大眾汽車以137億歐元位居第一,緊隨其後的是穀歌、微軟、三星、英特爾、華為、蘋果。

2018年,華為在BrandZ全球最具價值品牌100強中排名第48位,在福布斯全球最具價值品牌中排名第79位。

華為——中華有為。

這是任正非的“初心”,也是無數中人的“夢想”。從“中國製造”到“中國創造”,華為在下一盤大棋,並且落子無悔。

華為也在向世界證明,“中國製造”野蠻生長的時代已經過去,它將迎來一個砥礪前行的未來。

“蘋果公司”一家獨秀的今天,總有人會把國產品牌和“蘋果”進行比較。的確,喬布斯開創的是一個嶄新的世界,他改變了人們對電子產品的認知。

但如今,美國阻礙,加拿大封殺,澳洲禁令,恰恰向華為證明“這是最好的時代,也是最糟糕的時代”。

無論如何,民族企業不會低頭,中國之夢不會讓步,科技創新不會就此消失。

此次事件,看似是華為的自家事,卻與我們每一中華個人、每一個企業息息相關。 如果“冬天”真的來了,我們必須謹記: 為眾人抱薪者, 不可使其凍斃於風雪!




不要用意識形態、政治理念、個人對某政權的厭惡, 或身為外籍,不同“練功法, 民運人士及組織等等去幸災樂禍式跟著美加澳紐日等去踐踏多一腳, 這不是某某政權的私貨, 而是一個代表“民族精神的科技發展, 一個中華民族復興部份,再自私點來說,亦是世界經濟一重要因子, 尤其美國, 華為實實在在是替美國賺取工作及金錢,絕大部份元件是美國研發及生產,華為成功, 美國亦會在科技工業上更進大步, 並且更能增加高端職位及攫奪更多財富, 現在美國的打殺華為是不是“搬石頭砸自己腳及敗家, 對美國這些辣招及出手, 真的有些不解。 


2018年12月9日星期日

美國跟加拿大狼狽為奸的所謂行使司法獨立拘捕華為高管的法律理據, 你看完後認為對嗎?


美國檢方指控華為CFO孟晚舟全文(中英對照)
華為高管在加拿大溫高華國際機塲被抓的所謂罪名。

  Summary of Facts

  事實摘要

  Wanzhou Meng (“Meng”), also known as “Cathy Meng” and “Sabrina Meng,” is the Chief Financial Officer (“CFO”) of Huawei Technologies Co. Ltd. (Huawei”), a corporation organized under the laws of the People’s Republic of China (“PRC”) and the world’s largest telecommunications equipment company. Meng is a citizen of the PRC and a daughter of Huawei’s founder, Ren Zhengfei. In addition to her role as CFO, Meng currently serves as Huawei’s Deputy Chairwoman of the Board, and serves or has served in various roles at other Huawei subsidiaries and affiliates. Meng also served on the board of Hong Kong-based Skycom Tech Co. Ltd. (“Skycom”) in or about and between February 2008 and April 2009. According to financial statements for Skycom for the years 2009 and 2010, the “principal activities of Skycom were engaged in [sic] investment holding and acting as a contractor for contracts undertaking [sic] in Iran.”

  孟晚舟,英文名Cathy MengSabrina Meng,是華為技術有限公司(以下簡稱華為)的首席財務官。華為依據中國的法律運營,是全球最大的電信設備提供商。孟晚舟是中國公民,其為華為創始人任正非的女兒。除了是CFO,她也是華為的副董事長。她還在多家華為子公司中擔任過或正在擔任職務。孟晚舟也曾於20082月至20094月前後,在總部位於香港的Skycom科技有限公司(以下簡稱“Skycom”)擔任過董事。Skycom 20092010年的財報顯示:Skycom的主要業務是投資控股並擔任與伊朗(簽訂)的合同的承包商。

  According to information obtained through an investigation by U.S. authorities, including the following, Huawei operated Skycom as an unofficial subsidiary to conduct business in Iran while concealing Skycom’s link to Huawei. In this manner and as explained in further detail below, Huawei could conceal the nature of certain business it was conducting in and related to Iran, which is generally considered a high-risk jurisdiction.

  根據美國當局調查所獲得的資訊(以下有述):華為將Skycom作為非官方的子公司運營,以此開展在伊朗的業務,同時隱瞞了兩家公司間的聯繫。華為用這種方式隱瞞了它在伊朗境內開展的以及與伊朗有關的業務資訊,而這一塊通常被認為是一個高風險管轄區。具體細節如下》

  Former employees of Skycom have stated, in sum and substance, that Skycom was not distinct from Huawei. For example, Skycom employees had Huawei email addresses and badges, individuals working in Iran used different sets of stationery (“Huawei” and “Skycom”) for different business purposes, and the leadership of Skycom in Iran were Huawei employees;

  根據Skycom前雇員的陳述,無論是整體還是細節,Skycom都和華為關係密切。例如,Skycom的雇員用華為的電郵地址,有華為的徽章。在伊朗工作的人員根據不同的業務需要使用不同的文具(華為和Skycom都有)。Skycom在伊朗的領導層是華為的雇員;

  Documents show that multiple Skycom bank accounts were controlled by Huawei employees, and Huawei employees were signatories on these accounts between 2007 and 2013;

  檔顯示,多個Skycom的銀行帳號是由華為雇員控制的,這些雇員2007-2013年間是帳戶的簽字人;

  Documents and email records show that persons listed as “Managing Directors” for Skycom were Huawei employees;

  文檔和電子郵件的記錄顯示:被列為“Skycom經理的人員是華為的雇員;

  Skycom official documents, including several Memoranda of Understanding, bore the Huawei logo;

  Skycom的官方檔,包括幾份備忘錄,上面有Huawei的商標;

  Email correspondence and other records show that all identified Skycom business was conducted using “@huawei.com” email addresses; and

  電郵通信和其他記錄顯示:所有被確認的Skycom的業務使用的都是包含“@huawei.com”的電郵地址;

  Documents show that a purportedly unrelated entity to which Skycom was supposedly “sold” in 2009 was actually also controlled by Huawei until at least in or about 2014.

  檔顯示:據傳2009年收購了Skycom的一家先前被認為並不相關的實體事實上也是由華為控制的,直到2014年前後。

  Transactional records and other documents obtained by U.S. authorities further demonstrate that Huawei operated Skycom as an unofficial subsidiary to conduct business in Iran while concealing Skycom’s link to Huawei. Among other things, records obtained through the investigation show that Skycom was used to transact telecommunications business in Iran for major Iranian-based telecommunications companies.

  美國當局獲取的交易記錄和其他檔進一步顯示:華為把Skycom作為非官方的子公司來運營,目的是為了在伊朗開展業務,同時隱瞞起了Skycom與華為的關係。此外,調查的記錄顯示,Skycom被用來為伊朗主要的電信公司經營電信業務。

  PROVISIONAL ARREST REQUEST FOR WANZHOU MENG

  孟晚舟臨時逮捕請求書

  The investigation by U.S. authorities has revealed a conspiracy between and among Meng and other Huawei representatives to misrepresent to numerous multinational financial institutions, including a global financial institution which conducts business in the United States (“Financial Institution 1”), Huawei’s business practices, particularly Huawei’s control of Skycom in or about and between 2009 and 2014. Specifically, Meng and other Huawei representatives repeatedly lied about the nature of the relationship between Huawei and Skycom and the fact that Skycom operated as Huawei’s Iran-based affiliate in order to continue to obtain banking services from multinational financial institutions.

  美國當局的調查顯示:孟晚舟和其他華為代表共謀向眾多跨國金融機構做了虛假陳述,包括一家在美國開展業務的全球性金融機構(以下簡稱為:金融機構1)。虛假陳述的內容涉及華為的業務,重點是華為在2009-2014年間對Skycom的控制權。具體而言,孟晚舟和其他華為代表在華為和Skycom關係的實質上反復撒謊,隱瞞了Skycom作為華為在伊朗的附屬公司運營的事實,這些行為的目的是為了從跨國金融機構處繼續獲得銀行服務。

  The motivation for these misrepresentations stemmed from Huawei’s need to move money out of countries that are subject to U.S. or E.U. sanctions – such as Iran, Syria, or Sudan – through the international banking system. At various times, both the U.S. and E.U. legal regimes have imposed sanctions that prohibit the provision of U.S. or E.U. services to Iran, such as banking services. Of particular relevance, companies such as Huawei operating in sanctioned countries often need to repatriate income out of those countries by relying on U.S.-dollar clearing transactions, which typically pass through the United States, or Euro-clearing transactions, which typically pass through E.U. countries. Huawei was a customer of Financial Institution 1 and the other victim institutions, and conducted a significant amount of its international banking activity, including U.S.-dollar-clearing transactions, with Financial Institution 1. The financial institutions at issue, including Financial Institution 1, maintained policies by which they would not onboard Iran-based clients or process Iran-related transactions through the United States, so as to avoid exposure to U.S. civil and criminal liability. In response to due diligence inquiries by the banks regarding these internal policies, Meng and other Huawei representatives repeated stated that Huawei did not operate Skycom and that, with respect to Financial Institution 1, Huawei would not use Financial Institution 1 to process any Iran-related transactions.

  這些虛假陳訴的動機源於華為需要通過國際銀行系統將資金從受美國或歐盟制裁的國家(如伊朗、敘利亞或蘇丹)轉移出去。美國和歐盟的法律體系多次實施制裁,禁止向伊朗提供美歐的服務(如銀行服務)。尤其需要注意的是,華為這樣在受制裁國家開展業務的公司經常需要依靠美元結算交易(通常通過美國)或歐元結算交易(通常通過歐盟國家),從受制裁國家轉回收入。華為曾是金融機構1和其他受害機構的客戶。華為與金融機構1進行了大量的國際銀行業務,包括美元結算交易。涉及的包括金融機構1在內的金融機構都有相關政策,不與總部在伊朗的客戶進行交易,也不通過美國處理與伊朗相關的交易,以免承擔美國的民事或刑事責任。針對銀行就這些內部政策進行的盡職調查,孟晚舟和其他華為代表反復表示:華為不控股Skycom,也不會利用金融機構1來處理任何與伊朗相關的交易。

  Because Meng and other Huawei representatives misrepresented to Financial Institution 1 and the other financial institutions about Huawei’s relationship with Skycom, these victim banking institutions were induced into carrying out transactions that they otherwise would not have completed. As a result, they violated the banks’ internal policies, potentially violated U.S. sanctions laws, and exposed the banks to the risk of fines and forfeiture. In particular, these relationships included the clearing of hundreds of millions of U.S.-dollar transactions through correspondent accounts at financial institutions in Eurozone countries. In essence, these misrepresentations exposed the financial institutions to serious harm and denied the institutions the opportunity to make decisions based on the true risk of processing certain transaction and the reputations risk associated with banking high-risk clients such as Huawei.

  因為孟晚舟和其他華為代表向金融機構1和其他金融機構虛假陳述了華為與Skycom的關係,這些受害的銀行機構被誘使進行了原本不會發生的交易。結果,它們違反了銀行的內部政策,並有可能因此違反了美國的制裁法案,面臨著罰款和被吊銷資格的風險。注意,華為與Skycom的關係包括通過歐元區國家金融機構的往來帳戶結算了數億美元的交易。實質上,這些虛假陳述使金融機構面臨著巨大的危險,使它們無法判斷出進行某些交易的真實風險,並根據這些真實風險做出判斷,也使他們無法判斷與華為這樣的銀行高風險客戶進行交易所冒的聲譽風險。

  For example, during the relevant timeframe, Financial Institution 1 was under investigation for U.S. sanctions violations involving Iran and later entered into a deferred prosecution agreement pertaining to U.S. sanctions violations involving Iran, and could therefore have suffered criminal consequences for processing Huawei’s Iran-based transactions.

  例如,在相關時限內,金融機構1正因為違反了美國對伊朗的制裁(法案)而接受調查,之後達成了延遲起訴協議,並可能因為違反了上述法案(處理了華為在伊朗的交易)而面臨著刑事處罰。

  Relying on the misrepresentations by Meng and other Huawei representatives, Financial Institution 1 and its U.S. subsidiary cleared more than $100 million worth of transactions related to Skycom through the United States between approximately 2010 and 2014.

  根據孟晚舟和其他華為代表所做的虛假陳述,金融機構1及其美國的子公司在2010-2014年前後通過美國結算了超過1億美元與Skycom相關的交易。

  Many of the misrepresentations at issue were in direct response to a series of articles published by Reuters describing how Huawei controlled Skycom, and alleging that Skycom had attempted to import U.S.-manufactured computer equipment into Iran in violation of U.S. sanctions. One of the Reuters articles reported that Meng was a member of the board of directors of Skycom for several years. In statements reported in those Reuters articles, Huawei denied control of Skycom or violations of law.

  許多相關的虛假陳述都是直接回應路透社發表的一系列描述華為如何控股Skycom的文章。這些文章還指出,Skycom試圖違反美國的制裁法案,將美國製造的電腦設備進口到伊朗。一篇路透社的文章報導說,孟晚舟擔任Skycom的董事會成員已經數年。華為針對這些文章發表的聲明中否認了控股Skycom和違反法律。

  According to information obtained from international financial institutions that conducted business with Huawei, after the Reuters articles were published, several of them, including Financial Institution 1, asked Huawei whether the allegations regarding their control of Skycom and business with Iran made in the Reuters articles were true. In response to those questions, Huawei employees and executives made a series of misrepresentations, both publicly and in private communications, with various banking executives, among other things, denying Huawei’s control of Skycom and claiming Huawei did not violate U.S. sanctions law.

  根據與華為開展業務的國際金融機構的資訊,路透社的文章發表以後,包括金融機構1在內的數家機構都詢問了華為:路透社文章中提及的關於控股Skycom和與伊朗開展業務的指控是否屬實。作為對問題的回應,華為的雇員和高管們在公開場合以及私下溝通中都對銀行高管做了一系列的不實陳述,重點否認了華為控股Skycom,並宣稱華為沒有違反美國的制裁法。

  For example, after the Reuters articles were published, Financial Institution 1 requested that Huawei provide further information and clarification regarding the relationship of Huawei and Skycom. Although those inquiries were not addressed to Meng, on or about August 2013, Meng arranged for a meeting with an executive of Financial Institution 1, and during that meeting, made a number of misrepresentations to an executive of Financial Institution 1.

  例如,路透社的文章發表以後,金融機構1要求華為就其與Skycom的關係提供進一步的資訊,並作出澄清。儘管在20138月前後,這些詢問並不是針對孟晚舟本人的,但她安排了一次與金融機構1高管的會面。這次會面中,她對金融機構1的這位高管做了一些虛假陳述。

  During that meeting, Meng used an English interpreter and relied on a PowerPoint presentation written in Chinese. Meng stated that she was using an interpreter to be precise with her language. After the meeting, an executive from Financial Institution 1 asked for an English language version of Meng’s PowerPoint presentation. Meng arranged for hand delivery of the document to Financial Institution 1 on or about September 3, 2013. The PowerPoint presentation included numerous untrue or misleading representations regarding Huawei’s ownership and control of Skycom and Huawei’s compliance with applicable U.S. laws. For example:

  會面中,孟晚舟安排了一名英語口譯員,介紹方式是PPT推介。孟晚舟表示,用口譯員是為了更確切地描述自己的意思。會議之後,金融機構1的一位高管希望能得到孟晚舟所用PPT的英文版本。孟晚舟親自安排在201393日前後把這份檔遞交給了金融機構1。這份PPT包含了大量虛假或誤導性的陳述,內容涉及華為對Skycom的所有權、控制權以及華為是否遵守了美國的相關法律。例如:

  Meng stated that “Huawei operates in Iran in strict compliance with applicable laws, regulations and sanctions of UN, US and EU,” although Skycom was using the U.S. financial system to conduct prohibited Iran-related transactions;

  孟晚舟說:華為在伊朗的運營嚴格遵守了相關法律法規以及聯合國、美國、歐盟的制裁法案。儘管事實上Skycom利用美國金融系統進行了嚴令禁止的與伊朗的交易行為。

  Meng stated that “Huawei’s engagement with Skycom is normal business cooperation. Through its trade compliance organization and process, Huawei requires Skycom to make commitments on observing applicable laws, regulations and export control requirements.” However, as discussed above, Huawei did not “cooperate” with Skycom; Skycom was entirely controlled by Huawei;

  孟晚舟說:華為與Skycom進行的是普通的業務合作。華為通過合規的貿易機構和程式,要求Skycom做出承諾,遵守相關法律、法規和出口管制要求。然而,如前文所述:華為不是和Skycom“合作,華為完全控制著Skycom

  Meng Stated that “Huawei was once a shareholder of Skycom, and I [Meng] was once a member of Skycom’s Board of Directors. Holding shares and a BOD position was meant to better manage our partner and help Skycom to better comply with relevant managerial requirements.” However, as discussed above, there were no “Skycom” employees who were managed by Huawei; Skycom employees were Huawei employees;

  孟晚舟說:華為曾經是Skycom的股東,我(指孟本人)曾經是Skycom的董事會成員。持股和進入董事會都是為了更好地管理我們的合作夥伴,幫助Skycom更好地遵守相關的管理規定。然而,如前文所述:Skycom沒有雇員是接受華為管理的,Skycom的雇員就是華為的雇員;

  Meng stated that “As there was no process or organization at Skycom, Board supervision was the only way to ensure trade compliance. Holding shares or assigning Board member could help Huawei to better understand Skycom’s financial results and business performance, and to strengthen and monitor Skycom’s compliance.” As discussed above, even while Meng was on the Board, Huawei did not “monitor” Skycom’s compliance – Skycom’s “employees” were effectively Huawei employees who used Huawei email addresses.

  孟晚舟說:由於Skycom沒有(完善的)流程和組織,所以董事會的監督是唯一保證其貿易合規的方法。持股和指派董事會成員可以幫助華為更好地瞭解Skycom的財務業績和經營表現,並加強和監督Skycom的合規性。如前文所述,即使是在孟晚舟擔任董事期間,華為也沒有監督”Skycom的合規性——Skycom雇員實際上都是使用華為電郵地址的華為員工。

  Meng stated that “Huawei has sold all its shares in Skycom, and I [Meng] also quit my position on the Skycom Board.” As discussed, that statement was highly misleading because Huawei sold its shares in Skycom to a company also controlled by Huawei.

  孟晚舟說:華為已經賣掉了其在Skycom的所有股份,我[孟晚舟]也辭去了董事職位。如前文所述,這個聲明極其誤導,因為華為將其在Skycom的股份賣給了一家同樣由華為控制的公司。

  Not only did Meng give this presentation herself, but both the written presentation and her oral statements to the executive of Financial Institution 1 refer to Meng in the first person, using the word “I”, indicating Meng’s personal knowledge of the facts surrounding her statements.

  孟晚舟不僅本人做出了相關陳述,而且在書面以及對金融機構1高管的口頭陳述中,都使用了第一人稱,這表明她本人知曉有關這些陳述的事實情況。

  Following Meng’s presentation, several Financial Institution 1 risk committees relied in part upon Meng’s representations to continue banking Huawei. For example:

  在孟晚舟做出相關陳述後,金融機構1的幾個風險委員會部分基於她的虛假陳述,決定繼續開展和華為的銀行業務。例如:

  A briefing paper from in or about November 2013 stated, “Huawei confirms that Skycom is a business partner of Huawei and works with Huawei in sales and services in Iran.” The minutes for the meeting reflect, “Huawei advised [Financial Institution 1] that its shareholding in Skycom was sold in 2009 and that Cathy Meng (CFO Huawei) resigned her position on the board of Skycom in April 2009 … [T]he committee agreed to RETAIN the relationship with Huawei …”

  201311月前後的一份簡報稱:華為證實了Skycom是其商業夥伴,並與華為在伊朗有銷售和服務上的合作。會議紀要顯示:華為告知(金融機構1)其在Skycom的股份已於2009年售出,孟晚舟也已於20094月辭去了Skycom的董事職務。委員會同意維持與華為的(合作)關係。

  Similar statements are in risk committee briefings from in or about February 2014 and March 2014. All of the committees relied on Meng’s statements, and none of these committees took adverse action related to the Huawei relationship with Financial Institution 1.

  20142-3月前後,風險委員會的簡報中也有類似的聲明。所有委員會都采信了孟晚舟的聲明,沒有一家委員會就華為與金融機構1的合作關係採取了不利於華為的行動。

  An executive at Financial Institution 1 stated that Financial Institution 1’s risk committee decided to retain Huawei as a client because “Huawei sold Skycom and the Huawei Chief Financial Officer (CFO) was no longer on the Skycom board.” The executive further said that, had Huawei not actually sold Skycom, such a fact would have been “material” to deciding to exit the client relationship.

  金融機構1的一位高管表示:金融機構1的風險委員會決定和華為維持合作關係,是因為華為出售了Skycom的股份,而且華為的首席財務官也不再擔任Skycom的董事。這位高管補充道:如果華為事實上沒有把Skycom賣掉,這件事情足以讓其所在機構與華為的合作關係畫上休止符。

  On or about April 15, 2015, a Financial Institution 1 reputational risk committee met in New York City to discuss whether to begin providing banking services to a Huawei U.S. subsidiary. Meng’s statement about Huawei’s sale of Skycom was presented to that committee, along with other information. The committee declined to provide banking services to the Huawei U.S. subsidiary.

  2015415日前後,金融機構1的聲譽風險委員會在紐約召開會議,討論是否向華為在美國的一家子公司提供銀行服務。會議上有人把孟晚舟關於華為出售Skycom的聲明以及其他一些資訊提交給了委員會。該委員會拒絕向華為的美國子公司提供銀行服務。

  The misrepresentations personally made by Meng were part of a broader conspiracy to misrepresent the relationship between Huawei and Skycom. Other Huawei employees and representatives made similar misrepresentations to Financial Institution 1 and to at least three other global financial institutions. For example, a reputational risk report from one of those financial institutions states that “Huawei has stated that Skycom is a HK [Hong Kong] local business partner and has no further affiliation with Huawei.” Some of these misrepresentations were made, involved, or resulted in interstate and foreign wire transmissions.

  孟晚舟個人的虛假陳述只是共謀捏造華為與Skycom關係的一部分。其他華為雇員和代表也對金融機構1及至少三家不同的國際金融機構做出了類似的虛假陳述。例如,來自其中一家金融機構的聲譽風險報告指出:華為表示Skycom是一個香港本地的業務夥伴,與華為沒有更進一步的聯繫。一些虛假陳述在(美國)國內和國外都有散佈。

  IDENTIFICATION

  身份

  Wanzhou Meng is a citizen of the People’s Republic of China born on February 13, 1972. She is believed to reside in China. She is traveling to Vancouver, Canada on Saturday, December 1, 2018, on Cathay Pacific (CX) Flight 838, in transit to a third country, believed to be Mexico. She is scheduled to arrive at Vancouver International Airport at approximately 11:30 AM, PST. Meng will be traveling on a Hong Kong passport bearing passport number KJ0403962. The photograph attached to the Request for Provisional Arrest was obtained from a publicly available website for HUAWEI TECHNOLOGIES CO. LTD, which represents the person depicted as Ms. Wanzhou Meng (Sabrina Meng), the Deputy Chairwoman, and CFO.

  孟晚舟是中華人民共和國公民,出生於1972213日,據信居住於中國。她將於2018121日(週六)乘坐國泰838航班抵達加拿大溫和華,轉機飛往第三國(據信是墨西哥)。預計她抵達溫哥華國際機場的時間在太平洋標準時間上午11:30。孟晚舟持有的是香港護照,護照號碼為KJ0403962。附在臨時逮捕請求上的照片是從華為技術有限公司公開的網站上獲取的,網站稱她為孟晚舟(Sabrina Meng)女士,擔任華為的副董事長及首席財務官。

  BASIS FOR URGENCY

  事件緊急

  The United States first obtained information regarding Meng’s travel to Canada on November 29, 2018. U.S. authorities believe, based on the totality of circumstances, that unless Meng is provisionally arrested in Canada on Saturday, December 1, 2018, while in transit, it will be extremely difficult, if not impossible, to secure her presence in the United States for prosecution. The United States has no extradition treaty with the People’s Republic of China, and Meng, who is the CFO of one of China’s major corporate entities and the daughter of its founder, has significant assets at her disposal. She has the ability to travel and remain outside of the United States indefinitely.

  美國最早於20181129日獲得了孟晚舟將飛往加拿大的資訊。美國當局相信,綜合各方資訊判斷,除非孟晚舟 2018121日在加拿大轉機時被臨時逮捕,否則基本不可能有逮捕她、保證她在美國被起訴的機會。美國和中國沒有引渡條約,而孟晚舟作為中國主要實體企業之一(華為)的首席財務官及創始人之女,擁有很多資源。她有無限期逗留在美國國境外的能力。

  U.S. authorities believe that after in or about April 2017, Huawei became aware of a U.S. criminal investigation of Huawei when Huawei’s U.S. subsidiaries were served with a grand jury subpoena commanding production of, among other materials, all records of Huawei’s Iran-based business. As a result, Huawei executives began altering their travel patterns, to avoid any travel to or through the United States. Specifically, high-level Huawei executives, including Meng, have ceased traveling to the United States. Although Meng previously traveled to the United States multiple times in 2014, 2015, and 2016, her last trip to the United States was from late February through early March 2017. Meng has not come the United States since then. Moreover, another senior Huawei executive came to the United States at least four times between 2013 and 2016, and has not traveled to the United States since then.

  美國當局相信:大約在20174月之後,華為覺察到了美國對華為進行的刑事調查。當時華為在美國的子公司接到了大陪審團的傳票,要求瞭解和華為在伊朗業務有關的所有生產及各方面資訊。從那時起,華為的高管就開始改變行程,不再途徑美國。尤其是包括孟晚舟在內的華為最高層,完全終止了赴美行程。2014-2016年,孟晚舟多次赴美。20172月末至3月初,她最後一次赴美。之後,孟就沒有到訪過美國。此外,另一位華為高管2013-2016年間至少4次赴美,但那之後也沒有到訪過美國。




古有秦香蓮, 今有孟晚情;南有癲狂普, 國有害人精!

移民加國, 本圖個平安清淨, 物價持平, 啊哈! 二幾年過去,原來只是虛幻而矣!

乾炒牛河成二十文碟咯, 死未!

古老人成日噏, "靚仔靠得住, 豬乸都會上樹", 不過無奈, 主流鍾意食大麻, 同埋乜乜思忽, 條靚仔"腫脷"又係同道中人, 佢惡晒!

2018年就快過去了, 其實只有二十日多一的而已, 今年是農曆戊戌年, 真係歷史上又一個混亂荒唐的戊戌,世界動盪不安, 地球上乜嘢國家地方都好, 政治領導人都是糊里糊塗、胡說八道、胡思亂想、胡天胡地, 不論所謂一人一嫖也好, 專權專政也好, 都是一塌糊塗!

楓葉本來寧靜無為, 中立謹慎, 我行我素的平淡乏味但安樂的國家, 可惜, 靚仔一出, 天下無"的"(目的), 仲要明知唔關你事的嘢, 都要拿乜上身. 吸食大麻太多咯!

點收科, 以後揸住加拿大護照,有乜阻滯…?

好多未來的事都是有隱憂, 老美點幫佢, 佢都唔會對你好, 唔好講報答, 可能借此再踐踏多幾腳, 要楓葉成成佢地"暗州"(福利唔使旨意,麻煩繼續大增!