DFAC(SH:600006) Zhong Guo Jing Ying Bao·2025-09-27 01:03Core Insights - The collaboration between Dongfeng Motor and Huawei is entering a "2.0 era," focusing on deepening strategic cooperation and innovation in governance and operations [1][7] - Dongfeng is actively promoting the transition to new energy and intelligent vehicles, with Huawei pledging full support for this transformation [1][5] - The partnership aims to explore new cooperation models, particularly through Dongfeng Warriors Technology, which may serve as a testing ground for innovative strategies [2][6] Group 1: Strategic Cooperation - Dongfeng and Huawei have a history of collaboration dating back to 2018, with a focus on electric and connected vehicle technologies [3] - A comprehensive strategic cooperation agreement was signed in May 2025, emphasizing deep collaboration in automotive intelligence, digitalization, and ecosystem building [7] - The partnership is expected to evolve into a new model that enhances both companies' core competencies while providing better products and services to users [6][8] Group 2: Product Development and Market Performance - The first model developed through this collaboration, the Warriors M817, was launched in April 2025, featuring Huawei's advanced intelligent driving and communication technologies [4] - The M817 achieved significant pre-sale success, with 9,713 orders within the first hour and over 3,700 orders in just five hours post-launch [4] - The M817's sales performance indicates a successful market fit for the collaboration model between Dongfeng and Huawei, paving the way for further joint ventures [5][9] Group 3: Future Directions - Dongfeng's subsidiaries, including Lantu Motors and Yipai Technology, are also entering into deep collaborations with Huawei, focusing on product development and market services [6][9] - The new cooperation models will aim to create a diverse range of intelligent off-road products, transitioning from niche markets to broader consumer bases [9] - Both companies are committed to leveraging Huawei's advanced management methods to enhance their operational synergy and innovation [8]