Core Viewpoint - The collaboration between Huawei and traditional automotive companies is evolving towards a "new cooperation model" that emphasizes deeper integration and shared responsibilities in product development and marketing, moving beyond simple technical integration [1][3][4]. Summary by Categories Collaboration Models - Huawei's partnerships with automotive companies include three main models: component supply, HUAWEI INSIDE (HI) model, and the Smart Selection Car model (Harmony Smart Travel) [1][2]. - The HI model involves Huawei's Car BU collaborating with 11 automotive companies to provide comprehensive solutions for smart cockpits and driving [1][2]. - The Smart Selection Car model allows Huawei to have significant control over product definition and terminal sales, with five models already developed [1][2]. New Cooperation Model - The new cooperation model is characterized by a deeper collaboration than the HI model but less than the Smart Selection Car model, covering the entire product lifecycle from design to marketing [1][4]. - This model includes joint teams and shared resources, with a focus on integrating Huawei's processes and methodologies into the automotive companies' existing frameworks [4][5]. Strategic Shifts - Traditional automotive companies are shifting their focus from the "soul theory" of technology dominance to a more balanced partnership with Huawei, recognizing the importance of their own manufacturing capabilities [3][5]. - Companies like Dongfeng and GAC are prioritizing their collaborations with Huawei, viewing it as essential for their strategic transformation [3][5]. Market Dynamics - The competition in the automotive market is intensifying as more models equipped with Huawei's technology are introduced, prompting companies to seek differentiation through unique product features and designs [5][6]. - The delivery volumes of Huawei's Harmony Smart Travel have shown a decline, indicating the need for enhanced competitiveness in the market [6].

Core Viewpoint - The collaboration between Dongfeng Motor and Huawei is evolving from project-level cooperation to deeper organizational and capability integration, reflecting a strategic partnership aimed at enhancing product development and operational efficiency [1][2]. Group 1: Strategic Collaboration - High-level meetings between Dongfeng's chairman and Huawei's leadership indicate a strong commitment to the partnership, emphasizing the importance of safety and quality in automotive manufacturing [1]. - The discussions have expanded beyond technology and products to include governance, operational mechanisms, and talent development, showcasing a comprehensive approach to collaboration [1]. - The partnership aims to replicate the success of the Seres model, which has thrived under Huawei's support, suggesting a potential for creating a "central enterprise version of Seres" [1][3]. Group 2: Product Development and Market Positioning - Dongfeng currently lacks standout products and seeks to leverage Huawei's technology and market channels to develop potential star models [2]. - The rapid pace of collaboration, marked by a strategic agreement in May and the establishment of a joint innovation lab in September, indicates a swift transition from planning to execution [2]. - The partnership has led to the delivery of over 3,000 Avita vehicles to Huawei employees, highlighting the tangible outcomes of their collaboration [3]. Group 3: Technological Advancements - Huawei's advanced ADS 4 system, featuring multiple sensors and capabilities for high-level automation, positions Dongfeng favorably in the evolving regulatory landscape [4]. - The establishment of a joint innovation lab allows for shared methodologies and capabilities, marking a shift from a supplier relationship to a co-creation model in the automotive industry [4]. Group 4: Long-term Implications for Dongfeng - In the short term, the collaboration has already resulted in the launch of vehicles like the Mengshi M817, which integrates Huawei's intelligent systems [5]. - The joint innovation lab is expected to accelerate Dongfeng's development in software platforms and data management, addressing complexities in multi-brand operations [6]. - Dongfeng's long-term strategy involves integrating manufacturing processes with smart technology, aiming for a cohesive hardware, power, and software framework [6]. Group 5: Industry Dynamics - The partnership exemplifies a new collaborative model between state-owned enterprises and technology firms, moving from a supplier relationship to a more integrated approach [3][7]. - The success of this collaboration will depend on regulatory developments, cost management in software and hardware integration, and balancing brand differentiation within a multi-brand strategy [7]. - Huawei's role has shifted from a technology provider to an industry collaborator, enhancing its influence across various automotive sectors through partnerships with multiple manufacturers [6][7].

Huawei Technologies founder and CEO Ren Zhengfei this week met Yang Qing, chairman of state-owned Dongfeng Motor, in Shenzhen with the goal of deepening collaboration in China's electric vehicle (EV) sector. The meeting on Monday between Ren, 80, and Yang involved an exchange of "views on industry competition dynamics and corporate mechanism innovation", according to a statement released on Tuesday by Dongfeng - founded in 1969 and based in Wuhan, the capital of central Hubei province. During their disc ...

Group 1 - Dongfeng Motor's chairman Yang Qing visited Huawei's founder Ren Zhengfei to discuss deepening cooperation in the automotive sector, emphasizing the importance of vehicle safety [2][3] - The meeting included discussions on the competitive landscape of the automotive industry and innovation in corporate mechanisms, with a focus on transitioning to new energy and intelligent vehicles [3] - Dongfeng Motor has a history of collaboration with Huawei, having signed a strategic cooperation agreement in 2018 and a comprehensive deepening agreement in 2025 [4] Group 2 - Dongfeng's subsidiaries, including Lantu Motors, have also signed cooperation agreements with Huawei, indicating a strong partnership in developing high-end smart electric vehicles [5] - Future collaboration will focus on product definition, intelligent technology, and marketing strategies, aiming to explore new paths for state-owned enterprises in market-oriented operations [5] - The automotive industry is increasingly seeking Huawei's deep empowerment as companies undergo transformation, with many executives visiting Huawei to learn from its integrated product development and marketing systems [8][9]

Core Viewpoint - Dongfeng Motor Group and Huawei are deepening their strategic cooperation to enhance their competitive edge in the smart off-road vehicle market, particularly through the launch of the M817 model, which integrates advanced technology and innovative management practices [1][3][9]. Group 1: Strategic Cooperation - Dongfeng Motor's chairman Yang Qing met with Huawei's founder Ren Zhengfei to discuss strengthening strategic trust and cooperation [1]. - The partnership between Dongfeng and Huawei dates back to 2018, focusing on next-generation smart connected electric vehicle technology [3]. - A comprehensive strategic cooperation agreement was signed in May 2024, emphasizing collaboration in product development, technological innovation, and market branding [7][9]. Group 2: Product Development and Market Performance - The M817 model, a luxury smart off-road SUV, was launched with impressive pre-sale results, achieving 9,713 units sold within the first hour [7]. - The M817 has received positive market feedback, ranking first in its class for both sales and customer satisfaction since its launch [7]. - The collaboration aims to create a new category of smart off-road vehicles, addressing diverse user needs for urban commuting and outdoor adventures [9][14]. Group 3: Future Directions - Dongfeng and Huawei plan to explore new cooperation models to enhance the integration of smart technology in off-road vehicles [7][9]. - The partnership is expected to strengthen Dongfeng's capabilities in smart off-road vehicles, focusing on high-quality products that meet varied market demands [14]. - Both companies will work together in product definition, smart technology, and marketing to establish a solid foundation for future collaborative innovations [14].

Core Viewpoint - The meeting between Dongfeng Motor's chairman and Huawei's executives highlights the ongoing collaboration in the automotive sector, emphasizing the importance of safety and quality in vehicle manufacturing [2][3][7]. Group 1: Collaboration with Huawei - Dongfeng Motor's chairman Yang Qing visited Huawei's founder Ren Zhengfei to discuss deepening cooperation in the automotive sector, particularly in the context of electric and intelligent vehicles [5][7]. - The partnership between Dongfeng Motor and Huawei began in 2018, focusing on electric and connected vehicle technologies, with a comprehensive strategic cooperation agreement signed in 2025 [7][8]. - Dongfeng's subsidiaries, including Lantu Motors, have also engaged in collaborations with Huawei, indicating a strong commitment to integrating Huawei's technology into their products [8]. Group 2: Industry Trends and Strategic Initiatives - The automotive industry is undergoing significant transformation, with companies like Dongfeng actively pursuing innovation in management and talent development to adapt to market challenges [7][8]. - The collaboration with Huawei is seen as a pathway for Dongfeng to enhance its product definition, smart technology, and marketing strategies, aiming for a more market-oriented operation [8][19]. - Other automotive companies, such as GAC Group, are also seeking deep collaboration with Huawei, indicating a broader trend of car manufacturers looking for technological empowerment from Huawei [19][20]. Group 3: Market Impact and Product Development - Huawei's intelligent automotive solutions have been adopted by over 20 mainstream car manufacturers, with cumulative sales of cooperative models exceeding 3 million units [22]. - New vehicle models launched by various manufacturers are increasingly highlighting their integration with Huawei's technology, showcasing the competitive edge provided by this collaboration [23].

Domestic News - Five departments, including the Ministry of Industry and Information Technology, have issued a plan to increase product and application standards in key industries such as automotive, machinery, and home appliances, targeting an average annual growth of 4% in the steel industry over the next two years [7] - The State Administration for Market Regulation has revised and published national standards for urban public transport and car rental services, effective November 1, which include new requirements for car rental platforms to verify operators and prevent malicious competition [8] - Zhengzhou Airport Economic Comprehensive Experimental Zone has announced measures to support the production capacity of auto parts companies, offering financial rewards for achieving certain sales milestones [9] - Dongfeng Motor and Huawei have established a joint innovation laboratory to enhance digitalization and innovation in the automotive value chain [10] - FAW Group has acquired a 35.80% stake in Zhuoyue Technology, gaining joint control of the company [11] - CATL has signed a strategic cooperation agreement with the People's Government of Milin City, focusing on new energy projects and clean energy initiatives [12] - WeRide has partnered with Grab to launch the Ai.R autonomous driving service in Singapore, marking the first consumer-facing autonomous ride service in the region [13] - ZF has signed an investment agreement with Zhangjiagang Economic Development Zone to expand its local production capabilities in intelligent chassis technology [14] International News - Turkey has announced additional tariffs on imported vehicles, with traditional fuel and hybrid vehicles facing a 25% tariff, while plug-in hybrids and electric vehicles will incur a 30% tariff [15] - South Korea's automotive exports increased by 14.9% year-on-year in the first 20 days of September, despite an overall decline in daily exports due to new tariffs from the U.S. [16] - Porsche has decided to adjust the timeline for its electric platform development plan, extending the lifecycle of existing internal combustion engine models while introducing new hybrid models [17] - Tesla has begun construction on its first V4 Supercharger station in California, featuring 16 charging stalls and a new V4 charging cabinet [18] Commercial Vehicles - Shenzhen has launched its first megawatt supercharging station for electric heavy trucks, demonstrating a significant advancement in charging infrastructure for electric logistics [19] - A forum on the development of the second-hand commercial vehicle industry was successfully held, focusing on future growth paths and innovative models [20] - Scania has revealed its localization strategy in China, aiming to create a complete commercial ecosystem from R&D to sales and service [21] - Remote's alcohol-hydrogen electric technology has won two awards at the 2025 Engineering Machinery Brand Conference, highlighting its innovation and leadership in the industry [23]

Core Insights - Dongfeng Motor and Huawei are deepening their strategic partnership, focusing on product definition, intelligent technology, and marketing to explore new market-oriented operational paths [2][3] - The collaboration will leverage Huawei's advanced management methods and processes, aiming to create top-tier intelligent off-road products and establish a benchmark for the integration of automotive and ICT industries [3] Group 1 - Dongfeng Motor's chairman met with Huawei's founders to discuss enhancing strategic trust and cooperation [2] - The new CEO of Dongfeng Warriors Technology emphasized the commitment to open collaboration with industry leaders for innovative smart off-road products [2] - The partnership will focus on the Warriors M817 model, aiming to create a new cooperation model that enhances brand and technology synergy [3] Group 2 - The Warriors M817, a luxury intelligent off-road SUV, was launched successfully, achieving impressive pre-sale numbers and positive market reception [4] - Future products from the Warriors series will incorporate Huawei's intelligent technology to enhance user experience in safety and control [4]

"东风汽车"微信公众号消息，9月22日，东风汽车董事长、党委书记杨青赴深圳，与华为公司创始人任 正非及华为公司徐直军会谈，双方围绕强化战略互信、深化战略合作、推进企业治理与运营机制创新等 议题进行了深入交流。 在与任正非的会谈中，双方回顾了东风汽车与华为多年来深化合作的历程，并就行业竞争态势、企业机 制创新等议题交换意见。杨青表示，东风汽车正积极推动新能源、智能化跃迁，将与华为持续深化战略 协同，共同面对产业变革与市场挑战。任正非表示，汽车行业的根本是要把车造好，车的最高级别就是 安全。 政知见2025-09-23 14:25:09 编辑 | 余晖 在与徐直军的交流中，双方重点就持续推进全面战略合作、企业管理、人才培养等议题进行深入探讨， 共同探索产业升级新路径。徐直军表示，华为将全力支持东风汽车转型发展。 未来，东风汽车与华为将在产品定义、智能化技术、营销等领域携手共进，积极探索央企市场化运营新 路径，为下一阶段全面协同与创新合作奠定坚实基础。 ...

Core Insights - Dongfeng Motor and Huawei are deepening their strategic cooperation to address industry challenges and enhance operational mechanisms [1][4] - The unveiling of the joint innovation laboratory marks a significant milestone in their collaboration, focusing on technology innovation and industry integration [7][9] Group 1: Strategic Cooperation - Dongfeng Motor's chairman emphasized the importance of strategic collaboration with Huawei to navigate market challenges and industry transformations [1] - Huawei's founder highlighted the fundamental goal of the automotive industry is to produce safe vehicles [2] Group 2: Joint Innovation Laboratory - The joint innovation laboratory aims to leverage Dongfeng's automotive expertise and Huawei's ICT capabilities, focusing on areas like software development and intelligent driving [7][9] - The establishment of the laboratory is seen as a new milestone that will enhance the depth and breadth of cooperation between the two companies [7][9] Group 3: Technological Advancements - Dongfeng has made significant breakthroughs in embodied intelligence technology, including the deployment of a 16,000-ton integrated die-casting equipment [9] - The new generation of Mahle power systems has achieved a thermal efficiency of 47.06%, setting a new industry record [9]