Core Insights - Hongmeng Zhixing launched multiple new vehicles at the autumn product launch event, including updated models of the Zhijie R7 and S7, with price reductions of 20,000 yuan compared to pre-sale prices [1][2] - The new Zhijie R7 and S7 feature upgrades in details, assisted driving, and other configurations, equipped with the HUAWEI ADS 4 system [1][2] - The AITO brand introduced the pure electric version of the M8, with a price range of 359,800 to 449,800 yuan, and announced the upcoming launch of the Xiangjie S9T on September 16 [1][3] Zhijie Brand Developments - The Zhijie brand has faced challenges, including delivery issues and internal disputes between Huawei and Chery, but has entered a new phase with a strategic cooperation agreement [2][5] - A significant investment of over 10 billion yuan and a dedicated R&D team of 5,000 people will support the Zhijie brand's development [2][5] - The new models are seen as a critical move for sales recovery and strategic positioning against competitors like Tesla and Xiaopeng [2][3] Market Position and Competition - The high-end pure electric SUV market is competitive, with models like the Ideal i8 and Tesla Model Y posing challenges for the new AITO M8 [3][4] - The release of multiple new models is part of a strategy to stimulate market demand and drive consumer growth, similar to trends observed in the smartphone industry [3][4] - Internal competition among the various brands under Hongmeng Zhixing may lead to order and sales diversion, necessitating a focus on brand development and governance capabilities [5][6] Strategic Resource Allocation - Huawei is transferring successful experiences and key personnel from the AITO brand to support the development of other brands like Zhijie and Xiangjie [6] - The establishment of independent channels for the Zhijie brand is underway, with a national招商大会 attracting numerous quality dealers [6] - The success of the AITO brand may not be easily replicated across other brands, indicating a need for time and market adaptation [6]
涉及“四界”七款车型!鸿蒙智行进入新品密集投放期,余承东直言“诚意满满”,最大的竞争对手在内部?
Mei Ri Jing Ji Xin Wen·2025-08-25 11:31