华为深度赋能五年 赛力斯跑通“百万辆模式” 冲刺下一个两年

Core Insights - AITO Wenjie has surpassed the milestone of one million vehicles sold in nearly five years since its brand launch at the end of 2021, achieving this in just 46 months, faster than competitors like Li Auto [1] - The Wenjie M9 model has become a significant player in the high-end electric vehicle market, with 70% of sales in the 500,000 yuan and above segment attributed to it [1] - The sales growth of Wenjie is accelerating, with a notable increase in deliveries in the second half of 2023, reaching 100,000 units in just 18 months after hitting 400,000 units [1] Sales Performance - Wenjie M9 has achieved 270,000 deliveries, maintaining its position as the best-selling model in the 500,000 yuan category for 21 consecutive months [1] - Wenjie M8 has been the top seller in the 400,000 yuan category for six months, while Wenjie M7 has surpassed 400,000 units in total deliveries [1] - The goal is to reduce the time taken to reach the next one million units sold to under two years [1][3] Strategic Partnerships - The collaboration between Seres and Huawei, initiated in 2019 and formalized in 2021, has been pivotal in the success of the AITO Wenjie brand, characterized by Huawei's deep involvement in technology and Seres' manufacturing leadership [3] - The partnership is expected to deepen further, promising more innovations in the future [3] Product Development - Wenjie is set to update its core SUV product lineup to strengthen its market position, with plans to launch a new mid-large SUV model, Wenjie M6, and refresh existing models [4] - The Wenjie series has achieved significant milestones in intelligent driving technology, with 5.1 billion kilometers of assisted driving and 3.2 million assisted parking instances recorded [4] Market Position - Wenjie has established itself as a leading brand within the HarmonyOS ecosystem, recognized for its comprehensive product line and brand awareness [4] - The brand aims to leverage the "Five-Brand Alliance" to share resources like charging networks and after-sales services, enhancing cost efficiency and service quality [4]