为了年销100万辆，为了对冲“含华量”稀释，余承东跟“五界”抱作一团

Core Viewpoint - The article discusses the strategic collaboration among six automotive leaders under the "Hongmeng Intelligent Driving" alliance, emphasizing the need for substantial integration and cooperation to enhance user experience and market competitiveness [2][5][21]. Group 1: Alliance Formation and Goals - The "Hongmeng Intelligent Driving" alliance aims to create a unified service system and shared charging network, enhancing the smart automotive ecosystem [4][9]. - The alliance will focus on five key areas: standardized solutions, a standardized service system, a shared charging network, innovation technology implementation, and joint marketing services [7][9]. Group 2: Standardized Service System - The alliance plans to establish the industry's first cross-brand shared after-sales service center network, ensuring standardized processes across all brands [10][13]. - There are concerns about how brands within the alliance, ranging from 150,000 to 1,000,000 yuan, will share standardized services effectively [10][12]. Group 3: Market Performance and Sales Goals - The sales target for the "Hongmeng Intelligent Driving" alliance in 2026 is set between 1,000,000 to 1,300,000 units, aiming to position itself among the top three in the domestic new energy vehicle market [12][15]. - As of November 2025, the alliance achieved retail sales of 498,938 units, marking a year-on-year growth of 26.2% [12][14]. Group 4: Competitive Landscape and Challenges - The article highlights the competitive dynamics in the new energy vehicle market, particularly between "Hongmeng Intelligent Driving" and other brands like Leap Motor, which also targets a sales goal of 1,000,000 units for 2026 [15][21]. - The success of the alliance hinges on the ability of traditional automakers to adapt and collaborate effectively with Huawei, addressing organizational and cultural changes [22][23].