最后一家国有大车厂，被华为拿下！

Core Viewpoint - The collaboration between FAW Hongqi and Huawei signifies a shift in the Chinese automotive industry towards a unified ecosystem, with Huawei becoming a dominant player in the market [2][9]. Group 1: Collaboration Details - FAW Hongqi will integrate Huawei's full-stack self-developed solutions, including laser radar, Harmony cockpit, QianKun intelligent driving, Tuling chassis, and Kirin chips into its vehicles [2][4]. - This partnership resembles an outsourcing model where core technologies, brand marketing, and sales channels are largely managed by Huawei, allowing car manufacturers to focus on production and after-sales service [4][5]. Group 2: Market Dynamics - FAW Hongqi's "Jin Kui Hua" series has struggled in sales, particularly the Guo Ya model, which is priced at 1.4 million and competes with luxury brands like Bentley and Maybach but lacks differentiation [5][7]. - In contrast, the Jianghuai's Zun Jie S800, supported by Huawei's technology, achieved over 10,000 pre-orders in just 67 days, surpassing the annual sales of luxury models like Maybach and Mercedes S-Class [7][9]. Group 3: Industry Implications - The partnership indicates that all major state-owned car manufacturers in China are now aligned with Huawei, suggesting a trend towards a "big unified" ecosystem in the automotive industry [9]. - The upcoming launch of the Shangjie H5, developed in collaboration with Huawei, has already generated positive market sentiment, reflected in stock price increases [9][10].