未来投入超百亿元！智界品牌独立背后：华为如何平衡“五界”？

Core Viewpoint - The long-rumored "Zhijie Independence" has been confirmed with Chery and Huawei signing a strategic cooperation agreement, marking the transition of the Zhijie brand into its 2.0 phase, with over 10 billion yuan investment and a 5,000-person R&D team [1][5] Group 1: Strategic Developments - Zhijie has established dual design centers in Shanghai and Shenzhen to capture cutting-edge design trends and has set up a dedicated R&D center in Wuhu with over 3,000 employees [1] - The establishment of Anhui Zhijie New Energy Automobile Co., Ltd. as a wholly-owned subsidiary of Chery signifies Zhijie's shift from a joint project with Huawei to an independent operational entity [5] - Chery plans to adopt a "hold but not command" principle, allowing Zhijie to operate independently while Huawei's technical team remains deeply involved in R&D [5] Group 2: Operational Changes - Zhijie's production will fully integrate Huawei's quality management system, ensuring 100% digital traceability of quality parameters throughout the manufacturing process [6] - The supply chain will utilize the HarmonyOS unified supply chain system, sharing resources with other brands to ensure quality and stability [6] - The sales and service ecosystem will be unified under HarmonyOS, promoting a more mature sales and service system for Zhijie [6] Group 3: Market Position and Challenges - Zhijie's initial models faced challenges, with the S7 experiencing delivery issues due to high demand and the R7 quickly declining after a brief surge [2][4] - The importance of Zhijie within Chery is perceived to be less than that of other brands like Xiangjie and Zunjie, indicating a potential imbalance in resource allocation [4] - Huawei's ability to manage multiple brands under the HarmonyOS umbrella is questioned, with concerns about resource allocation and the capacity to support all five brands effectively [7][8] Group 4: Future Prospects - New models, including the updated R7 and S7, have begun pre-orders, indicating strong market interest with over 10,000 orders within the first hour [7] - Huawei is strategically reallocating successful personnel and resources from the successful Aito brand to support the development of Zhijie and other brands [8][9] - The success of Zhijie and its ability to scale will require time and market adaptation, similar to the challenges faced by the Aito brand [9]