汽车商业评论·2025-08-13 01:50Core Viewpoint - Huawei's establishment of Shenzhen Yingwang Intelligent Technology Co., Ltd. as an independent unit for its smart automotive solutions marks a strategic shift towards an "open technology platform" aimed at capturing a larger share of the Chinese automotive market through its HarmonyOS Intelligent Driving initiative [3][6]. Group 1: Huawei's Automotive Strategy - The HarmonyOS Intelligent Driving model initially showcased through Huawei's mobile devices has evolved into dedicated dealerships for the HarmonyOS Intelligent Driving brand [3]. - Yingwang focuses on providing core components such as intelligent driving systems, smart cockpits, and LiDAR to automotive manufacturers, while also offering a full-stack smart automotive solution under the HI model [3]. - By 2025, the HI model is expected to upgrade, with partnerships leading to the creation of new brands rather than just co-branded vehicles [3]. Group 2: GAC Group's New Brand Initiative - GAC Group has established Huawang Automotive Technology Co., Ltd. with a registered capital of 1.5 billion RMB to create a high-end smart automotive brand in collaboration with Huawei [4]. - The new brand will leverage the strengths of both GAC and Huawei in areas such as smart technology and ecosystem integration, aiming to redefine product development and marketing processes [4][6]. - Huawang Automotive plans to announce its brand by the end of 2024, with the first model expected to launch by the end of 2026 [4][6]. Group 3: Competitive Landscape and Market Dynamics - The automotive market in China is highly competitive, with GAC Group entering a "wartime state" to address challenges in its current brand strategy [10]. - Other companies like Dongfeng and Avita are also exploring similar models to enhance their offerings, indicating a broader industry trend towards collaboration with Huawei [10][13]. - Dongfeng's recent stock suspension hints at potential developments related to new brand creation in partnership with Yingwang [10]. Group 4: Future Brand Developments - Dongfeng has established a new company to collaborate with Yingwang on a new smart automotive brand, indicating a significant shift in their strategy [13]. - The collaboration between Dongfeng and Yingwang is seen as an upgrade from previous partnerships, with a focus on creating high-end vehicles [13]. - The potential naming conventions for these new brands remain uncertain, with speculation around the "Wang" series versus the "Jie" series [13][14]. Group 5: Huawei's Broader Brand Strategy - Huawei's HarmonyOS Intelligent Driving has expanded to include multiple brands, with the latest addition being the "Shangjie" brand, which aims to leverage Huawei's extensive resources [14][15]. - The establishment of Anhui Zhijie New Energy Co., Ltd. marks Huawei's first independent brand under the HarmonyOS umbrella, focusing on integrated operations [15]. - The collaboration with Chery for the Zhijie brand signifies a strategic move to alleviate pressure on Huawei's existing brands while aligning with the broader market trends [15].