智界独立运作，华为这次能否救活智界？

Core Viewpoint - Huawei is signaling a significant increase in resource investment in its automotive brand, Zhijie, in collaboration with Chery, aiming to overcome past challenges and enhance operational efficiency [3][5][6]. Group 1: Investment and Development Strategy - Huawei and Chery plan to invest over 10 billion yuan and establish a 5,000-person R&D team for Zhijie, marking the brand's transition to a 2.0 development phase [3][5]. - The partnership aims to solidify Zhijie's position as a "pure-blood Hongmeng intelligent driving" brand, leveraging increased resources and a more efficient operational framework [5][6]. Group 2: Challenges and Adjustments - Zhijie's sales have not met expectations, with over 100,000 units delivered, ranking second within the Hongmeng intelligent driving system, but still facing competitive pressures in the Chinese EV market [6][9]. - Delivery delays for the Zhijie S7 highlighted operational inefficiencies between Huawei and Chery, prompting cash compensation to affected customers [9][10]. Group 3: Independent Operations and Management - Zhijie will operate independently under a new structure, with Huawei taking a leading role in management and strategic decision-making, while Chery supports the initiative [10][12]. - The establishment of a dedicated Zhijie New Energy Company aims to streamline operations and enhance product quality control [10][12]. Group 4: Technological Advancements - Zhijie models will incorporate Huawei's cutting-edge technologies, such as the "Giant Whale" 800V high-voltage platform and advanced driver assistance systems, enhancing performance and user experience [14][15]. - Continuous R&D investment of approximately 20 billion yuan annually by Huawei aims to maintain technological leadership in the automotive sector [15][17]. Group 5: Brand Building and Market Positioning - Despite being a new brand, Zhijie has the potential for long-term growth, as the EV market evolves and consumer decision-making shifts towards brand trust and long-term value [18][19]. - Huawei and Chery are prioritizing brand development, recognizing that strong brand equity is essential for consumer trust and market success [19][21]. Group 6: Future Product Plans - Zhijie plans to launch updated models of the Zhijie R7 and S7, enhancing features and adopting aggressive pricing strategies to compete in the market [21][23]. - The brand's product lineup is set to expand with new models, including a large SUV and the first MPV by 2026, aiming for a more comprehensive product matrix [23][24].