Exclusive from former CCP official Du Wen. Huawei founder Ren Zhengfei and several Huawei executives were summoned dozens of times by the Central Military Commission Discipline Inspection Commission over military procurement, according to Du Wen’s livestream. He says they were questioned, sent home, then called back again. Du Wen says Ren Zhengfei and fallen CMC Vice Chairman Zhang Youxia were very close. In Huawei’s key growth years, Zhang was extremely generous with development and procurement money. If Huawei asked for 10 billion, Zhang would give 50 billion, Du said. Ren himself came from the military. Du Wen says Huawei monopolized major PLA communication gear and chips, and even Zhongnanhai’s switchboards were Huawei-made. He also points to a massive 2026 government and military chip swap. Offices, computers, even air conditioners were switched to domestic chips. The chips used, he says, were Anke chips, not Huawei’s. He treats that as proof Huawei was kicked out of the most sensitive procurement system. Rumors that Ren’s family fled began spreading online on September 11. Only younger daughter Annabel Yao later appeared in Beijing. Ren Zhengfei and Meng Wanzhou have not come out to deny the rumors. Huawei staff, Du says, are now banned from discussing news about Ren. Du Wen’s estimate if Ren stays silent: about 90% chance he was arrested, under 10% chance the family fled. He also argues escape would not be simple, because of Huawei’s military ties and the secrets Ren knows. From those first escape rumors to the expulsion of Zhang Youxia and Liu Zhenli from the Party and the military, only about ten days passed. That timing, this program argues, makes deep involvement in Zhang’s corruption case very possible. Polymarket has opened markets on when Ren will appear in public: 16% before September 30, 51% by the end of October, 75% before December 31. Combined volume is about $12,000. The market’s read: not soon, more likely before year-end. This report translates Du Wen’s exclusive claims and adds the host’s assessment. It does not independently confirm Ren Zhengfei’s location. Chapters
Exclusive information, Huawei founder Ren Zhengfei, who is now rumored to be missing or to have fled
China, and several senior Huawei executives were questioned many times by the CCP's
military disciplinary authorities over military procurement issues.
These investigations may be connected to Zhang Youxia, the former vice chairman of the Central
Military Commission, who fell from power in January. Therefore, if Ren Zhengfei really
has disappeared, it may be more likely that he was detained than that he fled China.
This information was disclosed exclusively today by Du Wen, a former CCP official,
during his YouTube live stream. Du said a reliable internal source told him that several senior
Huawei executives, especially Ren Zhengfei, had been called in dozens of times by the Central
Military Commission's disciplinary authorities to explain issues related to military procurement.
They were allowed to leave after answering questions. Then they were called in again.
And according to Du Wen, this happened over and over again, dozens of times.
Du said Ren had a very good relationship with Zhang Youxia. During the most critical period
of Huawei's growth, Du said Zhang gave Huawei strong support. Whether it was funding for
research and development, or procurement funding, Zhang was extremely generous.
Du said that if Huawei asked for 10 billion yuan, Zhang would give it 50 billion yuan.
So according to Du, the relationship between Ren Zhengfei and Zhang Youxia was very special.
Du also said Ren himself came from the military. He said major communication equipment and
technologies inside the Chinese military, including communication chips, are dominated
by Huawei. Even communications equipment and telephone switchboards inside Zhongnanhai are
made by Huawei. So Huawei has very deep ties to the Chinese military system.
Du believes reports that Huawei is under investigation are very likely to be true.
He said that as far as he knows, the Chinese government has carried out a very large and
important chip procurement program this year. The government is purchasing Anker chips.
Even chips in air conditioners are being replaced. Computers are also having their chips replaced.
Government agencies and the military are replacing chips across the board. They are switching to
domestically made chips and no longer using imported chips. But in this huge chip replacement
program, Huawei chips were not used. Instead, Anker chips were chosen.
Du believes this could be indirect evidence that Huawei is in trouble and has been removed
from procurement in the most sensitive areas. Du said information about these Anker chips
has so far appeared only in internal government documents and is not yet known to the outside
world. Du also pointed to another unusual development. Rumors that Ren Zhengfei and
his entire family had fled China began spreading online on Sept. 11. Since then, Ren's younger
daughter Annabel Yao has appeared in Beijing. Her appearance served as an indirect denial of the
rumor. But Ren Zhengfei himself has not appeared publicly to deny it. Neither has his older
daughter Meng Wanzhou. Du said this makes the situation surrounding Ren and his family look
very suspicious. Du said he also received information from a Huawei employee. According
to that employee, people inside Huawei are now strictly forbidden from discussing any information
related to Ren Zhengfei. Because of this, Du believes that if Ren continues to stay out of
public view and does not appear to deny the rumors, there may be a 90% chance that he has
been detained. Du puts the chance of the entire family fled China at less than 10%. Du also said
Huawei phones and communications equipment contain spyware and backdoors. He said Huawei's ties to
the Chinese military are extremely close. Ren Zhengfei is also one of the people in China who
know the most CCP secrets. For that reason, escaping China would not be a simple matter.
Even if Ren tried to leave by sea, he could be caught by the Chinese air force or navy.
There is another question. Even if he did escape, where could he go? Which country would dare to
take him in? So Du's overall judgment is that something has definitely happened to Ren Zhengfei
and Huawei, because they have already been under investigation. I have a slightly different view.
In communist China, nothing is absolute. Considering the money and resources
Ren Zhengfei controls, if he really wanted to escape and had planned it far in advance,
he could have used large amounts of money to clear a path for himself. Even the rumor that
he bought an uninhabited island is not completely impossible. Only 10 days passed between the first
rumors that Ren had fled and the announcement that Zhang Youxia and Liu Zhenli had been expelled
from the Communist Party and the military, with the cases transferred to military prosecutors
for review and prosecution. So there is a very strong possibility that Ren was deeply involved
in Zhang Youxia's major corruption case. Now, even the international prediction market
Polymarket has opened markets on when Ren Zhengfei will appear in public again. At the moment,
16% are betting that he will appear before September 30th, 51% are betting that he will
appear by the end of October, and 75% are betting that he will appear before December 31st.
The three markets together have about 12,000 in trading volume. So right now,
the market consensus is that Ren is unlikely to appear again in the short term, but that
there is a greater chance he will appear before the end of the year. If there were a prediction
market asking whether Ren Zhengfei will ever appear again, how would you bet?
Tell everyone in the comments.
