From：Internet Info Agency 2026-07-30 13:59:00
By the end of September 2025, Xin Jianzhi Robotics was officially formed through the integration of the original Jianneng Intelligence (Jianzhi) Robotics and the intelligent driving team from NavInfo (Siwei Tuxin). Less than a year later, starting from the end of June 2026, the company initiated multiple rounds of layoffs: dozens of employees were laid off at the end of June; over 100 employees negotiated voluntary departures in mid-July; and another approximately 100 layoffs were planned before the end of July. If there is no overlap among these three groups, the total number of layoffs would exceed 200. The restructuring affected offices in Beijing, Shanghai, and Hangzhou, impacting departments including algorithm R&D, software development, and testing. Previously, in November 2025, NavInfo had stated it would optimize around 100 positions at Xin Jianzhi. The initial integrated team size was approximately 700 employees (300 from Jianzhi and 400 from NavInfo’s intelligent driving team). Upon completion of this round of adjustments, the layoff ratio will approach 30%, exceeding the originally announced plan. Leadership changes also occurred: CEO Shan Yi departed between February and March 2026, and CTO Xu Pengfei left in July. During the mid-July layoffs, some employees raised disputes over the severance package. The company offered an N+1 compensation scheme, payable in two installments—in September and December—with the December portion treated as salary and taxed separately. Some employees expressed concerns about the company's financial health affecting future payments. For those who did not accept the offer, the company unilaterally terminated their employment contracts. As of publication, there is no evidence that the company has defaulted on or refused to pay severance. In September 2025, NavInfo invested in Jianzhi via a RMB 250 million cash injection and equity transfer, valuing the transaction at RMB 1.55 billion. Following the deal, NavInfo held a 39.14% stake in Jianzhi Cayman, making it the largest shareholder but without control. In July 2026, NavInfo described its investment in Jianzhi as part of its strategic shift toward becoming a new-generation Tier 1 supplier, stating it would “prudently adjust its strategic pace.” Reasons cited for the layoffs varied: some employees attributed them to operational pressures, while others pointed to shifts in business priorities. NavInfo projected a net loss of RMB 352 million to RMB 502 million for the first half of 2026, citing automakers’ budget cuts that led to declining prices and margins for intelligent driving products, resulting in a slight revenue drop. Prior to integration, Jianzhi Cayman reported revenue of only RMB 599,400 in 2024 with a net loss of RMB 3.16 billion; in the first half of 2025, revenue rose to RMB 112.291 million, but net losses remained high at RMB 1.65 billion. Internal documents revealed that Xu Pengfei had set controlling annual losses and reducing R&D labor costs as key goals for 2026. The company originally covered three product lines based on Horizon Robotics’ Journey series: J6B (entry-level), J6E (mid-tier), and J6P (high-end). However, since 2026, resources have clearly shifted toward J6B, with reduced investment in J6E and J6P projects. The high-end J6P project with Voyah has been terminated and replaced by another partner, while the J6E project has seen no significant progress for an extended period. The J6E project with Chery was completed in June and has entered mass production. The J6B solution has completed basic development, with subsequent work focused mainly on vehicle model adaptation, requiring fewer personnel. The company claims the J6B platform has secured定点 orders exceeding 3 million units and is poised for large-scale delivery, though it needs to reach 2 million units in mass production to break even. Competition in the J6B segment is intense: Horizon Robotics disclosed lifetime定点 volumes exceeding 10 million units, with rivals including Fullway, iDriving, and Bosch all vying for market share. Industry-wide profitability remains under pressure: Fullway reported 2025 revenue of RMB 2.28 billion but a net loss of RMB 358 million; iDriving saw deliveries increase by 70% year-over-year during the same period, yet revenue declined by 19.8%, with gross margin falling to just 1.52%. Multiple intelligent driving suppliers are now struggling: Holomatic has suspended R&D due to failed restructuring, while Momenta has halted operations and placed staff on leave following adjustments in collaboration with major clients. The industry is undergoing accelerated consolidation, with a clear trend toward market concentration. Although Xin Jianzhi gained capital and customer resources through integration, it still faces critical challenges—whether its secured定点 orders can translate into actual shipments and timely payments, and whether it can maintain differentiated capabilities after scaling back investments in mid- and high-end solutions.
