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与车企合作方式不断“进化”,传华为将发布“HI PLUS”模式
Guan Cha Zhe Wang·2025-09-02 08:55

Core Viewpoint - Huawei is set to launch a new collaboration model with automotive companies within the year, which differs from its existing HUAWEI INSIDE (HI) and "Smart Selection Car" models, focusing more on development rather than sales [1][3]. Group 1: New Collaboration Model - The new model, tentatively referred to as "HI PLUS," is expected to be officially announced at the Guangzhou Auto Show in November [3]. - Dongfeng's new energy off-road brand, Mengshi, is identified as a key pilot for this new model, with potential collaboration also with GAC Group [3][5]. - Currently, Huawei employs three main collaboration models with automotive companies: Smart Selection Car, HI model, and a traditional TIER 1 supplier model [5][6]. Group 2: Existing Collaboration Models - The Smart Selection Car model involves Huawei assisting in product design and leveraging its sales channels to help automotive companies sell cars, leading to the "Hongmeng Zhixing" brand [5][6]. - The HI model provides a complete set of hardware and intelligent driving solutions to automotive companies, although the "HI PLUS" model remains unconfirmed [6]. - The traditional TIER 1 supplier model focuses on supplying hardware and software components, with Huawei's collaboration with Mengshi being more in-depth than typical supplier relationships [6][11]. Group 3: Market Performance and Future Outlook - As of August this year, the cumulative delivery of vehicles under the Hongmeng Zhixing brand has surpassed 900,000 units, with the most successful collaboration being with Seres, which has achieved profitability [7][11]. - In contrast, brands using the HI model have received mixed market feedback, impacting their financial performance [7][11]. - The future success of Huawei's new collaboration model will depend on the market performance of the vehicles equipped with its technologies, as more products are launched [11].