Core Viewpoint - Huawei's HarmonyOS Smart Mobility is breaking the zero-sum game in the automotive industry through an "ecological symbiosis" model, leading to collaborative development rather than individual competition [1][5]. Group 1: Business Model and Achievements - HarmonyOS Smart Mobility has achieved over 1 million vehicle deliveries in just 43 months, with predictions for the next million deliveries in about 13 months [5]. - The brands under HarmonyOS Smart Mobility, such as AITO and Zhijie, have seen significant sales success, with AITO's M9 being the top-selling luxury SUV for ten consecutive months [5][18]. - The collaboration among five major automotive brands has resulted in a unique business model where Huawei leads in product definition and technology, while partners focus on manufacturing, creating an efficient division of labor [6][7]. Group 2: Technological Innovation - HarmonyOS Smart Mobility leverages over 30 years of ICT experience to innovate product design based on user scenarios, creating a technological moat [9]. - The integration of advanced technologies, such as 4D millimeter-wave radar and seamless device connectivity, enhances user experience and product appeal [9][11]. - The company maintains a leading position in core technologies across electric, intelligent, and safety systems, ensuring a comprehensive advantage in the automotive value chain [11][12]. Group 3: Market Positioning and Strategy - HarmonyOS Smart Mobility's pricing strategy covers a wide range of market segments while maintaining clear brand differentiation [7]. - The company aims to shift the focus from low-cost competition to high-value products, enhancing quality and emotional value to gain pricing power in the luxury segment [18][19]. - The collaborative approach allows for shared resources and unified standards across brands, improving service quality and customer experience [14][15]. Group 4: Future Outlook - Plans for 2026 include significant advancements in product matrix, technology reserves, and AI capabilities, with new models set to launch across various brands [14]. - The company is focused on building a nationwide charging network and a standardized service system to enhance customer satisfaction and operational efficiency [15][20]. - The overarching goal is to transform the Chinese automotive industry from a large-scale producer to a strong global competitor, leveraging the collaborative model to achieve this transition [21].
技术跨界+场景革新跳出零和博弈,鸿蒙智行领航生态合力与全球豪华突围
经济观察报·2025-12-11 11:57