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投入超百亿元、研发团队5000人 独立运营的智界还得靠余承东？
Hua Xia Shi Bao·2025-08-13 17:30

Core Viewpoint - The partnership between Huawei and Chery has evolved into an independent operation for the Zhijie brand, with significant investments and a dedicated R&D team aimed at enhancing technological leadership [1][4]. Group 1: Independent Operation and Investment - Zhijie has officially achieved independent operation with a focus on integrated production, sales, and service, supported by over 10 billion yuan in investment and a 5,000-person R&D team [1]. - The establishment of Anhui Zhijie New Energy Automobile Co., Ltd. as a wholly-owned subsidiary of Chery marks a strategic move towards potential IPO plans for Chery, indicating a possible separation of the Zhijie brand from the main company [4]. Group 2: Sales Performance and Challenges - From January to July this year, Zhijie brand's cumulative sales reached 49,000 units, reflecting a year-on-year growth of 164.7%, but the brand heavily relies on the Zhijie R7, which accounted for approximately 90% of total sales [2]. - The Zhijie S7 has faced significant sales declines, with only 730 units sold in July, a drop of 52.6% year-on-year, highlighting operational challenges and internal conflicts between Huawei and Chery [2]. Group 3: Internal Dynamics and Brand Positioning - Internal conflicts between Huawei and Chery have hindered the Zhijie brand's development, with issues related to brand recognition and competition with the AITO brand [3]. - The management approach has shifted to prioritize Huawei's technological leadership while Chery focuses on manufacturing, aiming to resolve previous operational inefficiencies [4][6]. Group 4: Future Prospects and Strategic Goals - The independent operation is expected to enhance Zhijie's production capacity, with 40% of the Wuhu factory's capacity allocated to Zhijie, aiming to resolve delivery delays [5]. - Future product innovations and market expansion are planned, including the launch of new models like the Zhijie R9 and MPV, as well as the implementation of advanced technologies such as ADS 4.0 [5][6].