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From 440 grad hires in 2025 to the Sep 3, 2026 'HR Director position does not exist' controversy — the full timeline (focusguest edition).
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.
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.
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.
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.
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.
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.
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'.
In late August media reports on the forced resignations spread widely; audio and evidence circulated; Weibo/Xiaohongshu/Zhihu engagement surged.
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.
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.
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.
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）。
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。
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。
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。
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。
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。
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。
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。
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。
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。
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。
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。
Unitree's wholly-owned Chengdu Yuchen Technology registered on Sept 2 to build an embodied-AI 'three bases, two centers'; OpenAI confirmed it will develop its own humanoid robots.
Nvidia's largest-ever deal ($12.93B for Hugging Face) plus a $3.5B MediaTek investment to push NVLink Fusion — expanding from GPU hardware into the full AI stack.
Meta, Google and OpenAI each launched flagship models within 48 hours — from cost wars to tiered cyber access, AI competition enters a new phase.
Suiyuan Tech's STAR Market IPO drew 7.03M subscribers with initial demand over 100x, post-claw-back lottery rate of 0.02455% — a milestone for domestic compute substitution.
Tesla unveiled the native driverless Cybercab robotaxi in Austin on Sept 3 — no steering wheel, pedals or mirrors; unit cost under $30K; Nevada approved a 5,000-vehicle fleet.
Xingyu's H1 2026 revenue hit RMB 6.88B; at the Sept 2 earnings call the chairman denied 'order cliff' rumors and apologized again; Guosen maintains an Overweight rating.
Auto-lamp leader Xingyu (601799.SH) is under pressure after cancelling contracts for 107 of 440 graduate hires; government notice, customer probes and two public apologies followed.
宇树科技全资子公司成都宇辰科技落户成都，布局具身智能三基地两中心；OpenAI确认自研人形机器人。
英伟达史上最大收购（129.3亿收HF）叠加35亿投MediaTek推广NVLink Fusion，从GPU硬件向AI全栈生态扩张。
Meta、Google、OpenAI 在 48 小时内连发三大模型，从成本战打到网络安全分层，AI 竞争进入新阶段。
燧原科技科创板申购回拨后网上中签率0.02455%，初步申购超100倍，703万户抢筹，国产算力替代主线升温。
特斯拉9月3日奥斯汀发布首款原生无人驾驶出租车Cybercab，取消方向盘/踏板/后视镜，内华达已批准5000辆车队牌照。
星宇股份2026H1营收68.8亿，9月2日业绩说明会辟谣「订单断崖式下跌」传闻，国信证券维持增持评级。
星宇股份应届生解约事件引发政府通报、知名车企专项调查与海外客户合规审查，董事长两度道歉、HRD 停职。