GAC GROUP(SH:601238) 雷峰网·2025-09-21 04:05Core Viewpoint - The collaboration between Huawei and GAC Group to create the new high-end smart electric vehicle brand "Qijing" is seen as a significant strategic move, aiming to enhance both companies' positions in the competitive automotive market, particularly targeting younger consumers and emphasizing technology integration [2][9][22]. Group 1: Strategic Importance of Qijing - The establishment of Qijing represents a deep collaboration between traditional automaker GAC Group and tech giant Huawei, marking a critical strategic initiative for both companies [8][9]. - For GAC, Qijing serves as a vehicle for elevating its high-end brand capabilities, addressing the need for a strong brand to attract new-generation consumers in the competitive high-end electric vehicle market [8][9]. - Huawei's involvement positions Qijing as a showcase for its advanced smart automotive technologies, enhancing its recognition in the high-end market [9][10]. Group 2: Unique Collaboration Dynamics - This partnership is characterized as a new paradigm of cooperation between tech companies and traditional automakers, where Huawei retains control over core smart modules while GAC manages brand operations and sales channels [10][12]. - The collaboration allows for a streamlined product development process, ensuring that Qijing's vehicles are designed with a consistent smart technology framework from the outset [10][12]. Group 3: Product Development and Market Potential - Qijing is strategically targeting the high-end electric vehicle market, which is expected to be highly competitive, especially as many established players face market challenges [14][18]. - The first product from Qijing is set to launch in mid-2026, coinciding with a pivotal moment in smart automotive technology advancements, including the rollout of L3 autonomous driving capabilities [18][20]. - The brand's focus on user needs in product design, along with a collaborative operational model starting in 2025, positions Qijing to effectively respond to market demands and optimize user experience [15][20]. Group 4: Future Outlook - Qijing is anticipated to leverage Huawei's successful product methodologies and GAC's extensive automotive experience to carve out a competitive edge in the market [22]. - The upcoming launch of Qijing's first vehicle is expected to introduce innovative product experiences that resonate with younger consumers, potentially disrupting the current market dynamics [20][22].