价格战逼近，华为智驾也要“放下身段”了

Core Insights - Huawei is advancing its high-level autonomous driving technology with the launch of the QianKun ADS 4.0 system, which supports commercial use of high-speed L3 driving [1] - The company is exploring new collaboration models with automakers, named "HI PLUS," which involves ceding data and algorithm sovereignty to partners while moving away from brand co-construction and channel control [1][2] - The competitive landscape is intensifying, with other automakers like BYD adopting aggressive pricing strategies for autonomous driving features, prompting Huawei to rethink its pricing and sales models [3][5] Group 1: Business Model Evolution - Huawei's previous business models included component sales, full-stack solutions (HI model), and a more consumer-oriented approach (Smart Selection model) [1][2] - The new "HI PLUS" model allows for collaborative development with automakers from the product design stage without entering Huawei's sales channels, increasing automaker autonomy [2] - The shift aims to break the limitations of the Smart Selection model and provide more open cooperation options to automakers [2] Group 2: Market Dynamics and Competition - The autonomous driving market is experiencing a price war, with competitors like BYD offering advanced features at lower prices, leading to a significant drop in market prices [3][4] - Huawei's high-end positioning is being challenged as it faces pressure to lower prices while maintaining quality, similar to the competition between Apple and Android ecosystems [4][5] - The company has been reducing prices for its autonomous driving service packages to attract more users and build a larger data pool, indicating a shift in focus from immediate revenue to long-term user engagement [5][6] Group 3: Sales and Performance Metrics - In the first half of 2025, the domestic automotive market saw a total sales volume of 15.653 million units, with a year-on-year growth of 11.4% [7] - Huawei's smart automotive solutions business reported a revenue of 26.353 billion yuan, a staggering year-on-year increase of 474.4%, marking its first profitable year [8] - Despite strong sales of the AITO series, other models under Huawei's brand are struggling to maintain momentum, highlighting the need for increased sales volume to offset high R&D costs [8][9] Group 4: Strategic Adjustments - Huawei is expanding its partnerships with various automakers, indicating a growing acceptance of its autonomous driving technology across the industry [10] - The company is facing challenges in its current business model, necessitating a shift towards a more flexible approach that allows for greater collaboration and data sharing with automakers [12][13] - The introduction of the "HI PLUS" model reflects Huawei's intent to foster a win-win ecosystem rather than exerting deep control over its partners [13]