Group 1 - The core viewpoint of the article highlights the challenges faced by Huawei's HarmonyOS Intelligent Driving products, particularly in the sub-300,000 yuan market, where the company is currently incurring losses on each vehicle sold [1][2] - Huawei's first model under the HarmonyOS Intelligent Driving brand, the Shangjie H5, has been launched for pre-sale at a starting price of 169,800 yuan, marking the first model priced below 200,000 yuan [1] - The company has delivered 47,752 new vehicles in July and has cumulatively delivered over 900,000 vehicles as of August 25, with expectations to surpass one million by October [2] Group 2 - The competitive landscape is intensifying, especially with BYD's introduction of the Tian Shen Yan assisted driving model priced at 70,000 yuan, prompting other brands to enter new product cycles and potentially lower costs for high-level intelligent driving features [1] - The pricing strategy of HarmonyOS Intelligent Driving is influenced by the current inability to produce vehicles at lower costs without incurring losses, as stated by the company's executive [1] - The report from Dongfang Securities anticipates that by 2025, Tesla will launch a budget model, and various brands, including HarmonyOS Intelligent Driving, will expand their offerings into the sub-200,000 yuan market [1]
鸿蒙智行发布首款低于20万车型,余承东曾称“30万以下卖一台亏一台”
 Di Yi Cai Jing·2025-08-25 10:50