安徽造车大佬，背水一战

Core Insights - The collaboration between Chery Automobile and Huawei has entered its 2.0 phase, with plans to invest over 10 billion yuan and expand the R&D team to 5,000 people, marking a significant leap for the Zhijie brand and testing Chery's organizational capabilities [1][5][22] - The new models, Zhijie R7 and S7, have seen improved pre-sale performance, with 52,000 small orders and over 10,000 large orders within 24 hours of launch, indicating a positive market response [1][12] Group 1: Company Developments - Zhijie has undergone multiple iterations, with the R7 model recently updated, but previous launches did not significantly boost sales [2][17] - The brand's independence from Chery is formalized, with employees now signing contracts with Anhui Zhijie New Energy Automobile Co., Ltd., allowing for more operational freedom [5][6] - The integration of Huawei's management system has streamlined operations across design, R&D, testing, supply chain, manufacturing, sales, and service [9][10] Group 2: Product Strategy - The new pricing strategy for the R7 and S7 models has been described as a sacrifice for Chery, with significant price reductions compared to previous models [12][14] - Both models are equipped with advanced technology, including Huawei's ADS 4 driving assistance system and high-voltage platforms, enhancing their competitive edge [14][16] - Zhijie is expanding its product lineup, with plans for a new MPV and a large SUV, aiming to cover various segments in the market [19][20] Group 3: Market Positioning - The automotive market in the 200,000 to 300,000 yuan price range is highly competitive, with brands like Xiaomi, Tesla, and Geely posing significant challenges [21] - The success of Zhijie is contingent on Chery's internal decisions and the ability to differentiate its products in a crowded market [17][21] - The upcoming IPO for Chery, with a target of raising approximately 1.5 billion USD, hinges on Zhijie's performance and its ability to tell a compelling technological story [22]