纯血鸿蒙生态驶入快车道！3年200亿元押注享界，汽车接棒手机成下一个“超级终端”

Core Insights - The automotive industry is evolving into a major platform for smart operating systems, alongside smartphones, with Huawei's Harmony OS gaining traction in this space [2][5] - Huawei and BAIC Group are intensifying their collaboration, with plans to invest 20 billion yuan over three years to develop the "Xiangjie" brand [2][4] Group 1: Product Launch and Features - The Xiangjie S9T, Huawei's first travel car, was officially launched on September 16, featuring advanced technologies such as Huawei's QianKun Intelligent Driving ADS 4 and the new Tuling platform [3][4] - The starting price for the Xiangjie S9T is set at 309,800 yuan, with over 40,000 pre-orders already received [3][6] Group 2: Production and Delivery - The Xiangjie factory in Beijing is currently ramping up production, with a goal of doubling its output, currently producing a new car every two minutes [3][4] - As of September 16, the total delivery of Harmony OS vehicles has surpassed 930,000 units, with expectations to exceed one million by late October to early November [6][8] Group 3: Ecosystem Expansion - The Harmony OS ecosystem is expanding rapidly, with over 90,000 vehicles delivered in August alone, and an average transaction price of 380,000 yuan [5][6] - Huawei's collaboration with multiple automakers, including Chery and Geely, has resulted in the establishment of five brands under the Harmony OS ecosystem [5][6] Group 4: Market Position and Strategy - Huawei's smartphone market share has rebounded, with Q2 2023 shipments reaching 12.5 million units, capturing an 18.1% share of the Chinese market [7][8] - The company aims to enhance the richness of its application ecosystem, targeting 100,000 applications by 2025 as a sign of maturity [8]