SAIC MOTOR(SH:600104) Nan Fang Du Shi Bao·2025-07-11 03:19Core Insights - The first model of SAIC's "Shangjie" brand, developed in collaboration with Huawei, is expected to launch in the fall of this year, featuring Huawei's intelligent driving system [2] - The "Shangjie" brand is the fifth member of the Hongmeng Intelligent Driving family, following previous models, and aims to enhance safety and structural integrity [5] - SAIC has committed an initial investment of 6 billion yuan to establish a dedicated team of over 5,000 personnel and a specialized factory for the "Shangjie" brand [6] Company Collaboration - Huawei employs three main collaboration models in the smart automotive sector: component supplier, Huawei Inside (HI) for full-stack solutions, and Hongmeng Intelligent Driving for deep involvement in vehicle development [5] - The partnership with SAIC is expected to create a new "Jie" series model, further enriching the product ecosystem of Hongmeng Intelligent Driving [5] Product Positioning - The "Shangjie" brand is positioned with a focus on style, technology, reliability, and consumer appeal, emphasizing a minimalist design and high safety standards [6] - The brand aims to provide an intelligent travel experience leveraging Huawei's smart travel solutions [6] Market Expectations - Huawei's executive expressed confidence that the "Shangjie" brand's first model will achieve significant sales, urging SAIC to prepare sufficient production capacity [6]