余承东掐架雷军，第三方死了？

Core Viewpoint - The article discusses the competitive dynamics between Huawei and Xiaomi in the automotive sector, highlighting Huawei's challenges in branding and market penetration compared to Xiaomi's success with its single model, the Su7 [1][3][4]. Group 1: Competitive Analysis - Yu Chengdong's remarks at the Future Automotive Pioneer Conference were interpreted as a veiled criticism of Xiaomi, which has successfully sold a significant number of vehicles despite being a newcomer in the automotive industry [1][3]. - Xiaomi's Su7 delivered 28,000 units last month, showcasing its strong market performance attributed to brand power and consumer demand, despite its technological shortcomings compared to Huawei [3][4]. Group 2: Huawei's Challenges - Huawei faces several obstacles in the automotive market, including being underestimated by established car manufacturers like GAC and SAIC, which have decades of experience [4][5]. - The company has launched multiple vehicle brands (Wenjie, Xiangjie, Zhijie, Zunji, and the upcoming Shangjie), leading to high costs in brand and channel development, complicating consumer recognition and loyalty [5][6]. - Huawei's inability to leverage its brand in marketing its vehicles due to internal policies has created a disconnect between pre-sale and after-sale services, as the vehicles are associated with different manufacturers [6][7]. Group 3: Market Dynamics - The rivalry between Huawei and Xiaomi is intensifying, with both companies vying for market share, which may disadvantage smaller third-party brands in the automotive sector [7][8]. - The article notes that the Chinese automotive market is becoming increasingly competitive, with significant price drops in established models like the BMW 5 Series, indicating a turbulent market environment [8].