第一财经·2025-11-21 10:21Core Viewpoint - Huawei's automotive business unit (BU) is gaining attention at the 2025 Guangzhou Auto Show, particularly through its collaboration with Dongfeng Motor Group and GAC Group to create the "Two Realms" - Yijing and Qijing, which signifies a new cooperative model in the automotive industry [3][4]. Group 1: Collaboration Dynamics - The collaboration between Huawei and traditional automakers is characterized by intense discussions and disagreements, which are seen as a natural part of the process aimed at improving product quality [4][5]. - Both teams involved in the "Two Realms" project often engage in heated debates over product details, but these conflicts ultimately strengthen their partnership [4][6]. Group 2: Strategic Importance - The partnership with Huawei is crucial for traditional automakers as it represents a significant step towards their transformation into electric, intelligent, and high-end vehicles [4][5]. - Executives from both Dongfeng and GAC have prioritized the Qijing project, indicating its critical importance to their strategic goals [4][6]. Group 3: Collaboration Model - The collaboration encompasses the entire product lifecycle, from initial project discussions to marketing and ecosystem services, promoting a new integration of smart technology and brand synergy [5][6]. - Huawei is integrating its processes and methodologies, such as IPD and IPMS, into the automakers' existing frameworks to foster deep collaboration [5][6]. - Project teams from Huawei are embedded within the automakers, facilitating real-time adjustments to product planning and development [5][6]. Group 4: Market Strategy - Both Yijing and Qijing will establish independent sales channels, diverging from traditional automotive sales methods, with Qijing already initiating a nationwide dealer recruitment process [6][7]. - The first models from Yijing are set to debut at the 2026 Beijing Auto Show, while Qijing plans to launch two models next year, both equipped with Huawei's L3 autonomous driving system [7][8]. Group 5: Competitive Landscape - The automotive market is becoming increasingly competitive, and both Yijing and Qijing must differentiate themselves to avoid homogenization [7][8]. - There is ongoing speculation about the similarities and differences between Huawei's "Two Realms" and its "Five Realms" strategy, indicating a competitive yet collaborative environment within Huawei's automotive initiatives [7][8].