本报（chinatimes.net.cn）记者刘凯 北京报道 11月20日，广汽集团与华为乾崑联合打造的全新高端智能新能源汽车品牌启境正式发布。作为华为乾 崑"境"系列的首个战略品牌，启境标志着双方在智能汽车领域的深度合作进入新阶段，共同瞄准年轻高 端市场，打造具备卓越品质与智能科技的汽车产品。 不过，林述成对启境的长期前景持谨慎乐观态度："如果首款产品能够在设计、智能化和品质三个维度 同时达到市场预期，启境有望在年轻高端消费群体中建立差异化优势。华为全栈技术的持续赋能，加上 广汽成熟的制造体系，这种组合确实具备打造'爆款'产品的潜力。" 为何在"五界"之后仍需启境？ 当华为鸿蒙智行已携手五家车企推出"问、智、享、尊、尚"五界产品，覆盖了从主流到高端的多个细分 市场，中国新能源汽车领域的竞争已呈白热化之势。此时，启境品牌的横空出世，不免引发外界质疑， 市场是否还需要一个新的汽车品牌？对此，靳玉志与刘嘉铭在媒体沟通会上给出了明确的解答：市场仍 存在空白，用户对"梦想之车"的呼唤从未停止。 华为智能汽车解决方案BU CEO靳玉志明确表示，双方将坚持"绝不妥协"的产品理念，致力于打造集美 学设计、驾驶体验与智能科技 ...

Core Insights - Huawei QianKun officially launched the "Qijing" brand in collaboration with GAC Group, marking a shift in its automotive intelligence strategy from isolated breakthroughs to a comprehensive ecosystem approach [1] - The introduction of the "Yijing" brand by Dongfeng Motor simultaneously highlights the growing trend of smart vehicle integration in the automotive industry [1] Market Dynamics - The global smart vehicle market is undergoing significant transformation, with the penetration rate of new energy vehicles exceeding 48% and expected to surpass 50% by 2025 [3] - The installation rate of L2 and above advanced driver-assistance systems (ADAS) in new energy passenger vehicles reached 77.8% in the first four months of this year, indicating a strong consumer demand for smart features [3] - 71.9% of consumers prioritize smart cockpit features when purchasing vehicles, while 69.3% focus on in-car interaction experiences [3] Competitive Landscape - The Chinese automotive industry faces urgent challenges in maintaining its competitive edge in smart technology, as other countries are also advancing in core intelligent technologies [4] - The development paths for smart technology in China include focusing on higher-level autonomous driving and shifting core competencies towards AI and smart solutions [4] Strategic Partnerships - The "Jing" series brands represent a critical link in Huawei QianKun's transition from technology to commercial application, allowing automotive partners to define branding and product design while Huawei provides core technology [7] - This partnership model reduces the barriers for traditional automakers to embrace smart technology, facilitating a collaborative approach to innovation [9] Technological Integration - Huawei's approach emphasizes a unified technology base, allowing automakers to focus on their strengths while leveraging Huawei's advanced solutions [10][11] - The collaboration aims to enhance the competitive capabilities of automakers by providing them with essential technological support and methodologies [10][11] Consumer Impact - The introduction of the "Jing" series is expected to enhance market recognition and consumer trust, enabling brands to achieve sales breakthroughs [13] - The anticipated launch of GAC's "Qijing" and Dongfeng's "Yijing" models will incorporate Huawei's intelligent solutions, potentially increasing product value and consumer satisfaction [15] Ecosystem Development - The "Jing" and "Jie" brands represent a strategic expansion of Huawei QianKun's market coverage, allowing for a more granular approach to consumer needs [17] - The dual-brand strategy aims to create a comprehensive ecosystem that supports various market segments and enhances the overall user experience [25] Future Outlook - Huawei QianKun's strategy is designed to maximize the value of its technological investments, with a projected R&D expenditure of over 100 billion in 2024 alone [15] - The cumulative mileage of 58.11 billion kilometers from various models demonstrates the effectiveness of Huawei's technology and its potential to accelerate the industry's shift towards smart connectivity [22]

2025 年 11 月 20 日，广州，华为乾崑在与央视新闻联合举办的" 2025 华为乾崑生态大会"上，正式推出与广汽集团携手打造的" 启境" 品牌，东风 汽车的新品牌" 奕境" 也同步亮相。两个" 境" 字辈品牌同台登场，意味着华为乾崑的汽车智能化战略正在从单点突破转向生态纵深，同时也正式开启 其构建于技术底座上的智能汽车生态的商业"棋局"。 在 2025 新能源智能汽车新质发展论坛上，中国电动汽车百人会副理事长兼秘书长张永伟表示，虽然我国在终端装载率领先全球市场，但其他国家在 智能核心技术领域的竞争力也不容小觑。"如何巩固扩大我们在智能化上的发展优势，是中国汽车行业一个非常急迫的问题。" 在他看来，中国智能化发展的两条路径，一是将目光放到更高阶的智能驾驶上，二是企业应该尽快把核心竞争力迁移至智能化和 AI 上，这将是决定行 业优胜劣汰的底座技术。 2030 年前后将是 L3 、 L4 级从试点到规模化应用的一个时间窗口。车企或智能驾驶企业要立足现在，抓住时间窗口，加 快智能辅助驾驶技术的普及。 市场需要技术，更需要规模化落地的关键链条 第一财经的洞察数据也显示， 71% 的消费者认为未来应重点发展"尖端 ...

Core Insights - The new Lantu Zhiyin achieved a monthly sales record of 3,670 units in September, becoming the best-selling pure electric model in the Huawei ecosystem, surpassing models like the Zhijie R7 and Avita 07 [1] - JD.com announced a partnership with GAC Group and CATL to launch the "National Good Car," set to be unveiled on November 9, differing from Huawei's model by focusing on consumer insights and exclusive sales rather than manufacturing [1] - Huawei's entry into the automotive sector has led to a significant transformation in the industry, with a shift from traditional manufacturing capabilities to a focus on digital operations and user experience [2][3] Industry Dynamics - The automotive industry is experiencing a transition from merely producing vehicles to effectively selling them, requiring talent that understands both products and consumer needs [2] - Huawei has evolved from a component supplier to a comprehensive service provider in the automotive sector, establishing a vast smart car ecosystem within six years [2] - The competition landscape is changing, with ICT talent moving into the automotive space, emphasizing the importance of software and digital experiences over traditional mechanical advantages [3] Product and Technology - The Lantu Zhiyin features advanced technology, including the highest-level ADS Max autonomous driving system and a fully upgraded smart cockpit, showcasing a deep collaboration with Huawei [4] - The vehicle is positioned in the 200,000 to 300,000 yuan price range, featuring high-end configurations that cater to family users, contrasting with traditional automakers' optional extras [5] - The high space utilization rate of 90.8% and a wheelbase of 2,925mm provide significant legroom, enhancing its appeal for family travel [5] Market Impact - The success of the Lantu Zhiyin has attracted capital market attention, with the company submitting a listing application to the Hong Kong Stock Exchange [6] - Huawei's smart automotive business is transitioning from a technology exploration phase to large-scale expansion, indicating a mature ecosystem ready for further development [6] - The automotive sector is evolving into a "third living space," where consumers prioritize intelligent features over traditional performance metrics, reshaping the global competitiveness of the Chinese automotive industry [6]

Core Viewpoint - Deep Blue Automotive is entering a rapid development phase, marked by the recent launch of the new Deep Blue S07 and the establishment of its Nanjing smart factory, which symbolizes the company's growth and commitment to innovation [1][3][4]. Group 1: Company Development - The Nanjing factory is designated as a dedicated facility for Deep Blue, reflecting strong support from Changan Automobile Group [3]. - Deep Blue plans to establish another exclusive factory in Chongqing, in addition to its existing factory in Thailand [3]. - The company has a history of collaboration with the Nanjing government, which has supported its growth since its A-round financing [4]. Group 2: Leadership and Team Dynamics - CEO Jiang Hairong emphasizes the fast-paced work environment at Deep Blue, describing the team as young and energetic [3]. - Jiang acknowledges the advanced technology within the team, which aids in the company's rapid integration and development [7][9]. - The leadership aims to enhance communication with consumers to better convey the value of their products [10]. Group 3: Product Launch and Features - The Deep Blue S07 is equipped with Huawei's advanced driving assistance system, which is a key selling point for the vehicle [11]. - The company aims to make the S07 a leading model in both domestic and international markets, with a goal of achieving over 20,000 pre-orders shortly after its launch [14][15]. - Deep Blue has initiated its overseas expansion with the S07, which has already seen success in markets like Thailand [15][17]. Group 4: Future Goals and Market Strategy - Deep Blue aims to achieve a sales target of 100,000 units in overseas markets by next year, with a balanced sales distribution between domestic and international markets [18]. - The company is focused on building a strong brand presence and distribution network globally, leveraging the established infrastructure of Changan Automobile [17][18]. - Future product launches will include models like the S05, S07, and others, targeting specific international markets with tailored strategies [17].

Core Insights - The Chengdu Auto Show in 2025 saw the absence of ultra-luxury brands, with the spotlight on Hongmeng Zhixing showcasing its full lineup for the first time [1][3] - Hongmeng Zhixing's booth was the most crowded, covering 3000 square meters and featuring ten vehicles across five series, demonstrating a comprehensive market coverage from mainstream to ultra-luxury [3][4] - The company is actively implementing an "altruistic win-win" ecosystem strategy, leveraging its extensive ICT experience to enhance partners' operational quality and efficiency [3][6] Product Launch and Market Response - The pre-sale of the new models, including the Zhijie S7 and R7, exceeded 10,000 orders within 24 hours, while the H5 model surpassed 50,000 orders in just 18 hours [4][6] - The luxury model, the Zunjie S800, achieved over 12,000 orders within three months, setting new sales records for million-level luxury cars in China [4][6] - Upcoming models like the S9T and the new Wanjie M7 are expected to further solidify Hongmeng Zhixing's market position [6] Strategic Positioning - Hongmeng Zhixing adopts a "difficult first, easy later" strategy, establishing a technical reputation with high-end products before expanding into broader markets [6][7] - The company invested 96.95 billion yuan in R&D in the first half of 2025, accounting for 22.7% of its revenue, indicating a strong commitment to technological advancement [6] - As of August 2025, the cumulative mileage of assisted driving reached 1.67 billion kilometers, preventing over 2.15 million potential collisions [6] Competitive Landscape - The automotive industry is shifting focus from mechanical specifications to intelligent capabilities, with Hongmeng Zhixing redefining the value system of smart vehicles [12][13] - The company emphasizes a unified architecture that integrates smart cockpit, assisted driving, and electric drive systems, enhancing user experience and operational efficiency [14][15] - Hongmeng Zhixing's approach contrasts with traditional automakers, which often rely on fragmented supplier models, leading to challenges in system integration and user experience [13][14] Ecosystem and Future Outlook - The competitive edge of Hongmeng Zhixing lies in its comprehensive ecosystem, which combines technology, product offerings, and partner relationships to create systemic competitiveness [15] - The company aims to redefine competition rules for the next decade through its agile iteration and user experience enhancement strategies [15]

Core Viewpoint - The Chengdu Auto Show in 2025 showcased the absence of ultra-luxury brands, with the highlight being the debut of Huawei's Hongmeng Zhixing featuring a full lineup of vehicles, demonstrating a comprehensive market coverage from mainstream to ultra-luxury segments [1][3]. Group 1: Product Launch and Market Response - Hongmeng Zhixing's exhibition area reached 3,000 square meters, making it one of the most crowded areas at the show, with ten vehicles from the "Five Realms" series on display [3]. - The pre-sale of the new models, including the Zhijie S7 and R7, saw over 10,000 orders within 24 hours, while the H5 model surpassed 50,000 orders in just 18 hours [5]. - The luxury model, the Zunjie S800, achieved over 12,000 pre-orders within three months of its launch, setting new sales records for million-level luxury cars in China [5]. Group 2: Strategic Positioning and R&D Investment - Hongmeng Zhixing's strategy differs from traditional automakers by adopting a "difficult first, easy later" approach, establishing a reputation with high-end products before expanding to broader markets [7]. - Huawei's R&D expenditure reached 96.95 billion yuan in the first half of 2025, accounting for 22.7% of its revenue, indicating a strong commitment to technological advancement [7]. - As of August 2025, Hongmeng Zhixing's assisted driving system has accumulated over 1.67 billion kilometers of driving, preventing more than 215,000 potential collisions [7]. Group 3: Market Differentiation and Ecosystem Development - The introduction of the "Five Realms" brand strategy allows Hongmeng Zhixing to cover diverse user travel needs through a systematic approach, leveraging Huawei's full-stack technology [9]. - The brand aims to penetrate the mass market by accurately identifying core user needs while maintaining cost efficiency, with strong confidence expressed by both Huawei and SAIC regarding the market potential [8][9]. - The differentiation lies in the ability to respond to various user demands through technology, with a focus on safety, space, and cost balance in the mainstream family market [9]. Group 4: Competitive Landscape and Future Outlook - The automotive industry's competitive focus has shifted from mechanical specifications to intelligent capabilities, with Hongmeng Zhixing redefining the value system of smart vehicles [12]. - The company has established a unified architecture that integrates smart cockpit, assisted driving, and electric drive systems, enhancing user experience and enabling rapid iterations [14]. - As the competition enters a new phase, the emphasis is on ecosystem efficiency, with Hongmeng Zhixing's comprehensive system capabilities positioning it to redefine competition rules for the next decade [15].

Company Highlights - GAC Toyota announced the launch of its first mass-produced flying car, the AirCab, with a price not exceeding 1.68 million yuan, marking a significant step in innovation [1] - GAC Toyota aims for 80% of its sales to come from new energy vehicles (NEVs) by 2030, expanding its product matrix to include pure electric, plug-in hybrid, and range-extended versions [2] - The company will transfer development decision-making authority to Chinese engineers, implementing a chief engineer system to enhance localization [2] - GAC Toyota has partnered with Chinese tech companies Xiaomi, Huawei, and Momenta to accelerate localization efforts, with a focus on integrating Xiaomi's ecosystem into its vehicles [2] Industry Trends - Japanese joint venture brands are increasingly pursuing the new energy wave, with several companies launching new electric vehicle models in the first half of the year [3] - GAC Toyota's electric vehicle model, the Platinum 3X, has a starting price of around 100,000 yuan and has received nearly 30,000 new car orders [3] - GAC Toyota has invested 6.34 billion yuan in a dedicated production line for new energy vehicles, with a designed capacity of 200,000 units per year [3]

Core Viewpoint - The strategic cooperation agreement signed between Dongfeng Motor Group and Huawei marks a significant upgrade in their collaboration, focusing on automotive intelligence, digital transformation, and ecosystem development, which is crucial for Dongfeng's advancement towards high-end, intelligent, and global operations [1][2]. Group 1: Cooperation Details - The partnership will leverage Dongfeng's extensive experience in vehicle development, manufacturing, supply chain management, and sales services, alongside Huawei's strengths in cloud computing, AI algorithms, big data analysis, and industrial IoT technologies [2]. - Both companies plan to establish a joint innovation laboratory to focus on in-vehicle software development, continuous iteration of intelligent driving technologies, and the application of AI in various automotive scenarios [2][3]. Group 2: Market and Product Strategy - The collaboration will extend to multiple brands under Dongfeng, including Dongfeng Lantu, Dongfeng Mengshi, Dongfeng Yipai, and Dongfeng Nissan, aiming to create a range of intelligent vehicles tailored to different market segments and global user needs [3]. - There is an exploration of applying intelligent technologies in the commercial vehicle sector, aiming to integrate "hardcore products" with "smart technology" to build an open, shared, and mutually beneficial intelligent mobility ecosystem [3]. Group 3: Huawei's Role in the Automotive Industry - Huawei's strategy emphasizes becoming a "super supplier" for intelligent vehicles rather than manufacturing cars, expanding its ecosystem through various collaboration models with automakers [3][4]. - The company has developed intelligent automotive solutions that cover over 20 mainstream automakers, with cumulative sales of cooperative models exceeding 3 million units [3].

Core Viewpoint - The establishment of Huawang Automotive Technology (Guangzhou) Co., Ltd. represents GAC Group's strategic expansion in the smart automotive ecosystem and high-end brand development, particularly in collaboration with Huawei on the GH project [1] Company Summary - Huawang Automotive Technology has been registered with a capital of 1.5 billion yuan, focusing on various sectors including automotive sales, manufacturing of automotive parts, and smart robotics [1] - GAC Group holds 100% ownership of Huawang Automotive Technology, indicating a strong commitment to its new ventures in the automotive industry [1] Industry Summary - The formation of Huawang Automotive Technology aligns with the growing trend of integrating artificial intelligence and smart technologies within the automotive sector, reflecting the industry's shift towards innovation and advanced manufacturing [1] - The collaboration with Huawei is expected to enhance GAC Group's capabilities in smart vehicle technology, positioning the company favorably in the competitive automotive market [1]