技术跨界+场景革新跳出零和博弈，鸿蒙智行领航生态合力与全球豪华突围

Core Viewpoint - Huawei's HarmonyOS Smart Mobility is breaking the zero-sum game in the automotive industry through an "ecological symbiosis" model, leading to collaborative development rather than individual competition [1][2] Group 1: Business Model and Achievements - HarmonyOS Smart Mobility has achieved over 1 million vehicle deliveries in just 43 months, with predictions of reaching the next million in just over a year [2] - The brand "Shangjie" delivered its 20,000th vehicle in 43 days, while "Zunjie" has 8,000 orders pending [2] - The average price of HarmonyOS vehicles has risen to 390,000 yuan, contrasting with the declining prices of traditional luxury brands [11] Group 2: Collaborative Advantages - Unlike traditional models where new forces lead design and marketing while traditional manufacturers handle production, HarmonyOS Smart Mobility centralizes product definition and core technology under Huawei, allowing car manufacturers to focus on manufacturing [3][6] - This model enables a clear division of labor, enhancing brand standards and allowing for a full price range coverage with distinct brand differentiation [3][6] Group 3: Technological Integration - HarmonyOS Smart Mobility leverages Huawei's extensive technology in electric and intelligent systems, creating a comprehensive advantage across battery, power, driving, and cabin technologies [6] - The integration of IT communication with automotive services allows for seamless connectivity across devices, enhancing user experience [6][7] Group 4: Market Positioning and User Engagement - The user base of HarmonyOS vehicles shows a strong connection to Huawei's ecosystem, with 52% of users owning Huawei phones, enhancing demand insights and product development [7] - The collaborative model allows for shared resources and unified service standards, improving customer experience and reducing costs for manufacturers [8][9] Group 5: Future Outlook - HarmonyOS Smart Mobility plans to introduce multiple new models in 2024, including high-end vehicles and a flagship MPV [10][12] - The company aims to achieve significant advancements in product matrix, technology reserves, and AI capabilities by 2026 [10][12] Group 6: Industry Impact - The collaboration among five brands under HarmonyOS Smart Mobility is seen as a transformative practice for the automotive industry, moving from individual competition to collective advancement [13][14] - This model is expected to elevate China's automotive industry from a major player to a strong competitor on the global stage, particularly in the high-end market [14]