华为乾崑： 从生态共荣到价值普惠 重塑智能出行本质

Core Insights - Huawei's strategy focuses on "not manufacturing cars, but helping car manufacturers build better cars," aiming to create a new paradigm for smart mobility through "technology inclusivity" and "ecosystem co-creation" [1] Technology Development - The upgrade of Huawei's ADS Pro features the first mass-produced cabin laser vision Limera, enhancing forward perception capabilities and supporting urban navigation assisted driving [2] - The all-dimensional collision avoidance system has been upgraded to CAS 4.0, achieving comprehensive safety coverage across all speeds, directions, targets, weather conditions, and scenarios [2] - The urban NCA function will be available in over 20 models by Q1 2026 and will also be accessible in models priced at 150,000 yuan, promoting wider access to advanced driving assistance [2] Market Expansion - Huawei is building a diverse product matrix to meet various user needs across different price segments, from entry-level to luxury vehicles, ensuring no compromise between budget and smart features [3] - The newly announced "Jing" series enhances this product matrix, with models like GAC's "Qijing" and Dongfeng's "Yijing" targeting specific market segments while integrating Huawei's smart mobility solutions [3][4] Value Evolution - Huawei's OTA technology is redefining the lifecycle value of vehicles, allowing continuous software upgrades that enhance user experience and vehicle performance over time [6] - Users can enjoy new features through OTA updates without needing to replace their vehicles, significantly improving vehicle retention and user engagement [6] - The active user ratio for Huawei's smart driving system stands at 95.2%, indicating strong user recognition of the value brought by OTA upgrades [6] Industry Impact - Huawei's ecosystem aims to democratize smart driving technology, transitioning it from a luxury option to a standard feature for all users, especially in a market with 450 million vehicles and low adoption of assisted driving [7] - The initiative supports Chinese automakers in leveraging technological advancements to enhance user experience and positions the Chinese automotive industry favorably in the global smart mobility landscape [7]