鸿蒙智行珠玉在前，华为“境”字系能否超越“五界”？

Core Viewpoint - Huawei is expanding its presence in the electric vehicle market through its new "Jing" series in collaboration with automotive companies, aiming to differentiate itself from its existing "Jie" series while leveraging its technological strengths in the industry [1][6]. Group 1: New Product Launches - On November 20, Huawei and Dongfeng Motor officially launched the new electric vehicle brand "Yijing," with the first SUV model expected to be released in Q3 2026, available in both pure electric and range-extended versions [1]. - In September, the "Qijing" brand was announced, developed in partnership with GAC Group, targeting the high-end smart electric vehicle market, with its first model, a shooting brake, set to launch in June 2026 [1]. Group 2: Competitive Landscape - The "Jing" series faces significant pressure as the "Jie" series has already established a strong market presence, covering a price range from 150,000 to 1.5 million yuan [2]. - Huawei's internal debate centers around two distinct approaches to vehicle manufacturing: one focusing on direct vehicle production and the other on providing technological support to existing car manufacturers [2][3]. Group 3: Business Models - Huawei's collaboration with car manufacturers includes three main models: component supplier, Huawei Inside (HI) model, and the "Jie" series, which involves deeper engagement in vehicle development and sales [2][4]. - The "Jing" series is seen as an upgrade to the HI model, emphasizing collaboration in product definition, development, and marketing, breaking traditional industry practices [4][5]. Group 4: Market Performance - Huawei's smart automotive solutions business reported revenue of 26.353 billion yuan in 2024, marking a 474.4% year-on-year increase and achieving profitability for the first time [6]. - The "Jie" series has achieved a cumulative delivery of over 1 million units in just 43 months, setting a record for new force brands in the electric vehicle market [6][7]. Group 5: Future Outlook - The competition between the "Jie" and "Jing" series will determine the future landscape of the electric vehicle market, with the need for differentiation becoming increasingly critical [5][7]. - As more automotive companies embrace Huawei's technology, the pressure on new entrants in the electric vehicle sector is expected to intensify [7].