纯血鸿蒙生态驶入快车道！3年200亿元押注享界，汽车成下一个“超级终端”

Core Insights - The automotive industry is evolving into a major "super terminal" for smart operating systems, alongside smartphones [1] - Huawei and BAIC Group are intensifying their collaboration, with plans to invest 20 billion yuan over three years to develop the "Xiangjie" brand [1][2] - The launch of the Xiangjie S9T marks a significant step in Huawei's automotive strategy, featuring advanced technologies and a strong market response [2][4] Group 1: Product Launch and Features - The Xiangjie S9T, launched on September 16, is equipped with Huawei's advanced driving and health technologies, with a starting price of 309,800 yuan [2] - The vehicle has received over 40,000 pre-orders, indicating strong market interest [2] - The Xiangjie factory is ramping up production, currently producing a new car every two minutes, with plans for further capacity expansion [2][3] Group 2: Strategic Collaboration - Huawei and BAIC are forming a dedicated team to integrate their operations across research, manufacturing, and marketing [3] - The partnership aims to create a seamless experience under the Xiangjie brand, eliminating distinctions between Huawei and BAIC [3] - Other automakers, such as Chery, are also deepening their collaboration with Huawei, indicating a broader trend in the industry [3] Group 3: Market Performance and Expansion - In August, the delivery of new vehicles from Hongmeng Zhixing reached 44,579 units, with total deliveries surpassing 900,000 [4] - The delivery rate is accelerating, with expectations to exceed one million units by late October or early November [4] - The overall average transaction price for vehicles in this segment is 380,000 yuan [4] Group 4: Ecosystem Development - The expansion of the Hongmeng ecosystem is being driven by the automotive sector, with a focus on integrating various devices and applications [5] - As of July 30, the number of devices running on Hongmeng 5 surpassed 10 million, with smartphones being the primary driver [5] - The ecosystem's growth is contingent on the richness of applications, with a target of 100,000 applications by 2025 [6]