Core Insights - GAC Group has appointed Liu Jiaming as the CEO of the "Qijing" brand, responsible for brand strategy, product planning, market expansion, and operational management [1] - Liu Jiaming has over 25 years of experience in the automotive industry, having worked in various roles at GAC Toyota and GAC Group, including sales, product planning, investment strategy, and technology management [1] - The "Qijing" brand is a new high-end smart electric vehicle brand co-developed by GAC Group and Huawei, marking a new phase in their strategic partnership [1] - GAC Group's Chairman and General Manager, Feng Xingya, emphasized the importance of the Qijing project, stating it will be prioritized with concentrated resources for long-term development [1] Company and Industry Summary - Liu Jiaming's extensive background includes leading the planning of popular models such as Highlander and Camry during his tenure at GAC Toyota [1] - The collaboration between GAC and Huawei aims to leverage Huawei's strengths in advanced driving assistance, smart cockpit technology, user ecosystem, and brand marketing, alongside GAC's expertise in electric vehicle technology and manufacturing [1] - The strategic partnership is expected to enhance the competitive edge of the Qijing brand in the rapidly evolving electric vehicle market [1]

Core Insights - GAC Group has appointed Liu Jiaming as the CEO of its new brand "Qijing," responsible for brand strategy, product planning, market expansion, and operational management [1] - Liu Jiaming has over 25 years of experience in the automotive industry, having worked in various roles at GAC Toyota and GAC Group, including sales, product planning, investment strategy, and technology management [1] - The new brand Qijing, a high-end intelligent electric vehicle brand, aims to integrate the strengths of GAC Group and Huawei in areas such as intelligence, ecology, and brand synergy to enhance consumer smart travel experiences [1]

Core Insights - The collaboration between Huawei and GAC Group is gaining significant attention in the industry as they launch the new "Qijing" brand, aiming to reshape the high-end automotive market [3][9] - This partnership signifies a deep integration of capabilities, moving beyond traditional cooperation models to a more synergistic approach that combines Huawei's technology with GAC's manufacturing expertise [5][8] Group 1: Strategic Collaboration - The launch of the "Qijing" brand was witnessed by top executives from both companies, indicating a strong commitment to this strategic partnership [3] - High-level interactions between GAC's and Huawei's leadership have intensified discussions about their collaboration, leading to the rapid development of the new brand [5] - The partnership is characterized by a "chemical-level integration" that encompasses product development, marketing strategies, and ecosystem services, rather than a simple division of roles [5][9] Group 2: Technological and Manufacturing Strengths - Huawei has invested over 20 billion in R&D over the past decade, with a team of over 8,000 dedicated to developing smart automotive solutions, establishing a strong technological foundation [8] - GAC Group boasts 28 years of experience in vehicle development and manufacturing, having built a reputation for quality with popular models like the Highlander and Accord, which has earned the trust of 28 million car owners [9] - The collaboration aims to leverage GAC's manufacturing prowess and Huawei's smart technology to create a competitive edge in the intelligent electric vehicle market, potentially redefining market dynamics [9]

Core Viewpoint - GAC Group has been designated as the "official partner" for the 15th National Games and the Special Olympics, marking its role as the sole automotive partner for this national sports event [2] Group 1: Event Partnership and Responsibilities - GAC Group will provide comprehensive vehicle services for the National Games and Special Olympics, ensuring a "zero-error, zero-failure, zero-worry" service guarantee [2] - The event will be jointly hosted by Guangdong, Hong Kong, and Macau, requiring a high-intensity operational support system for vehicle services [2] Group 2: Vehicle Offerings - GAC Group will deploy a diverse product matrix including new energy vehicles, hybrid vehicles, and energy-efficient cars, catering to various transportation needs during the event [3] - The latest high-end model, the A800, will serve important guests, while other models like the E9 PHEV and Aion V Home will cater to staff, athletes, and referees [3] - GAC will also provide globally customized models for the Hong Kong and Macau regions to meet local driving requirements [3] Group 3: Innovative Services - GAC's smart mobility platforms, such as "Qi Mobility" and GAC High Domain, will enhance the event's transportation experience with advanced autonomous driving services [3] - The company plans to integrate intelligent humanoid robots and smart energy solutions to support the event, showcasing innovations at the 2025 World Robot Conference [4] - GAC's energy ecosystem, led by Upower Energy, will provide intelligent charging services for the event's new energy vehicles [4]

Group 1 - The core theme of the "Phoenix Bay Area Finance Forum 2025" is "New Pattern, New Path," focusing on insights into changing dynamics and exploring new development opportunities [1] Group 2 - The general manager of GAC International, Wei Haigang, highlighted the transition of China's automotive industry from "going out" to "going in" and then to "going up" [3] - Since 2021, China's automotive exports have been growing against the trend, surpassing Japan in 2023 to become the world's largest automotive exporter [3] - Three core transformations in China's automotive globalization were identified: strategic shift from product output to localized systems, competitive shift from price advantage to core value creation through green intelligence, and a vision shift from individual strength to global cooperation and win-win ecosystems [3] Group 3 - GAC International's globalization efforts began in 2013, and the company is now promoting a comprehensive industry chain export strategy [3] - GAC aims to enter 100 countries by 2027, with a target of exporting 500,000 vehicles annually; in 2024, GAC plans to export 127,000 vehicles, a year-on-year increase of 67.6%, with 106,000 of those being self-owned brands, reflecting a 92% increase [3] - Currently, GAC's business covers 85 countries and regions, with over 570 overseas channels established [3] Group 4 - Wei Haigang believes that the "golden era" of China's automotive globalization has arrived, and GAC Group will seize this historical opportunity by focusing on technological innovation and long-termism to provide greener and smarter mobility experiences for global users [5]

证券之星消息，9月24日乘用车板块较上一交易日下跌2.47%，上汽集团领跌。当日上证指数报收于 3853.64，上涨0.83%。深证成指报收于13356.14，上涨1.8%。乘用车板块个股涨跌见下表： 从资金流向上来看，当日乘用车板块主力资金净流出9.27亿元，游资资金净流入2.67亿元，散户资金净流 入6.6亿元。乘用车板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净点比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601127 | 赛力斯 | 6873.26万 | 1.38% | -7316.25万 | -1.47% | 442.99万 | 0.09% | | 601238 广汽集团 | | 1853.07万 | 7.62% | 678.23万 | 2.79% | -2531.30万 | -10.41% | | 601633 长城汽车 | | -207.19万 | -0.71% | 11.97万 | 0.04% | 195.22万 | ...

Core Insights - The establishment of Huawei's HarmonyOS and the independent operation of its automotive business unit as "Shenzhen Yiwang Intelligent Technology Co., Ltd." is leading to an increase in new vehicles utilizing QianKun intelligent driving and Harmony cockpit technology [1][12] - GAC Trumpchi's new model, the Xiangwang S9 QianKun, is positioned as a mid-to-large SUV, featuring advanced driving assistance and smart cockpit systems, with a price range of 229,900 to 259,900 yuan [1][2] Vehicle Specifications - The Xiangwang S9 QianKun is equipped with Huawei's QianKun ADS 4 Max, which includes 192-line lidar and three 4D millimeter-wave radars, totaling 29 perception units [2] - The vehicle supports urban commuting with features such as point-to-point autonomous driving, automatic toll booth navigation, and advanced collision avoidance systems [2][4] Safety and Performance - The vehicle's safety features include a front crash beam made of aerospace-grade aluminum alloy and a passenger cabin constructed entirely from high-strength steel, exceeding national safety standards [4] - It utilizes a range-extended powertrain with a 44.5 kWh battery, offering a pure electric range of 252 km and a total range exceeding 1200 km [4] Design and Comfort - The exterior design follows GAC's third-generation design language, featuring AI light curtain tail lights with multiple customizable light patterns [6] - The interior includes North American black walnut trim, HarmonyOS 5 smart cockpit, and various comfort features such as multi-point massage seats and rear entertainment systems [7][9] Industry Context - The integration of Huawei's technology in vehicles from various manufacturers, including GAC, Dongfeng, Changan, BYD, and Audi, is significantly enhancing the smart capabilities of these vehicles [12] - The collaboration between technology companies like Huawei and traditional automakers is driving the transition of China's automotive industry towards greater intelligence and innovation [12]

Core Insights - GAC Group's brand, Trumpchi, officially launched the Xiangwang S9 Qiankun on September 19, with a starting price of 229,900 yuan and offering both five-seat and six-seat versions [1] - The new model comes with six major launch packages, with a total value exceeding 40,000 yuan [1] Group 1: Competitive Advantages - The core competitive strengths of the Xiangwang S9 Qiankun include three standard features: Huawei's Qiankun Intelligent Driving ADS 4 Max, CATL's 44.5-degree Xiaoyao Super Hybrid Battery, and GAC's Super Intelligent Electric Four-Wheel Drive [3] - The Huawei ADS 4 Max features 192-line laser radar and 29 perception units, enabling seamless assisted driving from parking space to parking space, covering urban commuting, complex road conditions, and extreme scenario avoidance [3] Group 2: Battery and Performance - The CATL 44.5-degree Xiaoyao Super Hybrid Battery includes 10 layers of safety protection, with a CLTC pure electric range of 252 kilometers and a comprehensive range exceeding 1,200 kilometers, while also supporting 92-octane gasoline [5] - GAC's Super Intelligent Electric Four-Wheel Drive, combined with an intelligent preview system and continuously variable damping shock absorbers, provides a smooth chassis feel suitable for various terrains, including off-road and snowy conditions [5] Group 3: Design and Comfort Features - The vehicle is defined as a "mobile first-class cabin," featuring GAC's third-generation design language, with AI light curtain tail lights supporting 8+N types of smart light communication [7] - The interior is crafted with North American black walnut wood and ultra-soft leather, equipped with the HarmonySpace 5 smart cockpit, enabling six-screen collaboration and smart home integration [7] - Additional comfort features include a 720-degree soundproofing package, mother-baby level VOC control, front passenger 18-point SPA-level massage, a 17.3-inch ultra-clear entertainment screen for the second row, and adjustable seats with angles of 137 and 148 degrees, enhancing family travel experience [7] Group 4: Quality Assurance - The company relies on a "three-in-one" wind tunnel laboratory and extreme testing conditions, investing over 1,000 test vehicles and accumulating 13 million kilometers of verification mileage to ensure reliability [7]

（文章来源：第一财经） 9月23日，广汽丰田在2026款全球车发布会上公布与华为合作新进展。据悉，广汽丰田2026款全球车型 均已搭载华为HiCar 5.0。广汽丰田与华为终端已合作4年，双方合作的第一代8款车型已于2023年正式交 付，并在2024 年进入量产高峰期，目前华为语音已在广汽丰田全系油车上实现搭载。 ...

Group 1 - The core viewpoint of the article highlights the collaboration between GAC and Huawei, introducing the cloud-based car machine, which is the first of its kind driven by "cloud computing power" [1][3] - The cloud car machine will be launched on the GAC Aion UT model, marking a significant breakthrough in GAC's smart cockpit ecosystem capabilities [1][3] - The cloud car machine will be rolled out through OTA updates starting at the end of September, allowing both new and existing car owners to benefit from the application ecosystem [1] Group 2 - The cloud car machine moves computing power, applications, and updates to the cloud, enabling a "flagship-level" user experience with over 20,000 applications available for immediate use [3] - The Aion UT model targets young users aged 25-35, who are accustomed to the freedom of mobile app installation and quick updates, thus meeting their high digital experience expectations [3] - The collaboration between GAC and Huawei represents a new paradigm of cooperation, evolving from "supply chain collaboration" to "ecosystem co-construction" [3] Group 3 - The cloud car machine is centered around a vehicle-cloud platform that opens up an ecosystem for diverse services, allowing third parties to connect and achieve cross-device interaction [3] - GAC aims to transition from merely selling hardware to creating ongoing ecological value through owner services, peripheral devices, and content memberships, thus achieving a full lifecycle connection with users [3]