“境”品牌入场，华为乾崑手握两张“王牌”

Core Viewpoint - Huawei's QianKun is transitioning from a technology supplier to a deep empowerment partner in the automotive industry, marking a significant shift in its role and strategy [7][20][26] Group 1: Brand Development and Partnerships - The launch of the "Jing" series brands, including "QiJing" and "YiJing," signifies a strategic partnership between Huawei QianKun and traditional automakers like GAC and Dongfeng, aiming to reshape the competitive landscape of China's smart automotive industry [7][13][25] - "QiJing" symbolizes the beginning of a new chapter in smart mobility, leveraging Huawei's advanced technology and GAC's manufacturing expertise for a comprehensive collaboration [9][11] - The "YiJing" brand, similarly, aims to fulfill Dongfeng's aspirations in smart transformation, indicating a shared vision for high-end smart automotive development [13][20] Group 2: Market Trends and Consumer Expectations - The Chinese automotive market is witnessing a shift where smart features are becoming core elements of product competitiveness, with over 60% of new models expected to feature L2-level or higher driving assistance by mid-2025 [15][17] - The rapid iteration of smart technologies is raising consumer expectations, compelling automakers to accelerate their smart transformation efforts [15][20] Group 3: Strategic Advantages of the "Jing" Series - The "Jing" series offers automakers a pathway to reduce R&D risks and costs by utilizing Huawei's proven technology solutions, allowing them to focus on their strengths in vehicle platforms and brand management [20][21] - The collaboration is designed to speed up product launch timelines, enabling automakers to respond quickly to market demands and gain a competitive edge in the smart automotive sector [20][21] - Huawei's strong brand recognition in technology enhances consumer confidence in new brands like "QiJing," crucial for initial market penetration and user acquisition [20][21] Group 4: Industry Impact and Future Outlook - The "Jing" and "Jie" series together create a complementary product matrix, allowing Huawei to cater to diverse market segments and consumer needs, ultimately driving the smart automotive ecosystem forward [25][26] - The collaboration is expected to shift the competitive focus from mere technical specifications to differentiated innovation based on shared technology platforms, fostering a deeper level of competition in the industry [25][26] - Huawei QianKun aims to establish itself as a core technology provider, potentially leading to a platform effect similar to "Android," influencing industry standards and technological evolution [26][28]