都市车界|履新11天急赴华为！长安新帅朱华荣拜访任正非深化合作

Core Insights - The visit of Zhu Huarong, the newly appointed chairman of China Changan Automobile Group, to Huawei's headquarters signifies a strategic partnership aimed at addressing the challenges of the automotive industry's transformation towards intelligence [1][4][6] - Changan aims to launch over 50 new energy products in the next five years and achieve annual sales of 5 million vehicles by 2030, with 60% being new energy vehicles [2][6] Group 1: Strategic Partnership - The meeting highlighted the collaboration between Changan and Huawei, particularly focusing on the Avita brand, which has adopted a unique "CHN" model involving Changan, Huawei, and CATL [5][9] - Avita has invested 11.5 billion yuan to acquire a 10% stake in a Huawei-controlled smart driving company, indicating a deepening of their partnership [5][9] - The first jointly developed product is expected to launch in the second half of 2026, with Avita's sales reaching 10,062 units in July 2025, a 178% year-on-year increase [5][10] Group 2: Industry Transformation - The automotive industry is undergoing a significant transformation, with traditional manufacturing advantages being restructured due to the rise of smart driving technologies [6][10] - Changan plans to invest 200 billion yuan in the "new automotive" sector over the next decade, recognizing the need for technological acceleration through partnerships with companies like Huawei [6][9] - Huawei's comprehensive technology capabilities, including a high domestic production rate of key components, are seen as crucial for Changan's success in the smart vehicle market [6][9] Group 3: Global Expansion - Changan aims for over 30% of its sales to come from overseas markets by 2030, leveraging Huawei's global network to facilitate this expansion [9][10] - The collaboration between state-owned enterprises and technology firms is seen as a new paradigm for the Chinese automotive industry, potentially setting global standards [9][10] - The integration of Changan's manufacturing expertise with Huawei's innovation capabilities is expected to create a new automotive industry model known as the "Chinese model" [10][11]