格隆汇9月15日｜华为常务董事、终端BG董事长余承东表示，旗下鸿蒙智行与北汽集团合作发展的享界 计划未来3年投入200亿元资金，将作为设计、智能辅助驾驶、智能座舱、品质安全四大领域发展。余承 东在社交平台称，组建享界事业部专属团队，以"战略共同体"模式协同作战，实现从产品设计到终端销 售服务的全链路协同。另外，构建享界专属销售服务管道，为使用者提供覆盖购车、用车、养车全周期 的高端体验等。享界S9T新品发布会将于明日(9月16日)晚上7时举行。据鸿蒙智行网站显示，售价为 32.8万元起。 ...

Group 1 - Huawei's "Hongmeng Zhixing" brand has reached a new stage with the unveiling of 10 models at the Chengdu Auto Show, including the AITO M5, M7, M8, M9, and others, with cumulative deliveries expected to exceed 1 million units by October [1] - The "Xiangjie S9T" is set to launch on September 16, while the "Shangjie H5" and the new "Wenjie M7" will announce pricing on September 23, indicating a strong product pipeline [1] - The "Shangjie H5" has received over 50,000 pre-orders within 18 hours of its pre-sale, showcasing significant market interest [1] Group 2 - Dongfeng's Lantu Motors launched two new models, including the Lantu Zhi Yin and the 2026 Lantu Dreamer, with the latter being the world's first 800V intelligent hybrid MPV, achieving over 10,000 orders in just one hour [2] - Changan Automobile's brands, including Deep Blue and Avita, have upgraded their models with Huawei's advanced driving and cockpit technologies, with plans to release 30 new models over the next five years [3] - The Avita 06 Ultra range extender version is among the first to feature Huawei's advanced driving and cockpit systems, highlighting the growing integration of Huawei's technology in the automotive sector [3] Group 3 - Lantu Motors plans to go public on the Hong Kong Stock Exchange, with CEO Lu Fang acknowledging the competitive market pressures but emphasizing a commitment to sustainable growth without sacrificing profitability [4]

Core Viewpoint - The article discusses the recent developments in Huawei's automotive brand, Hongmeng Zhixing, highlighting the launch of new electric vehicles and the strategic independence of the Zhijie brand under Huawei's leadership [1][2]. Group 1: New Vehicle Launches - Hongmeng Zhixing unveiled several new electric vehicles, including the Zhijie R7, S7, and the Wanjie M8 pure electric version, ahead of the Chengdu Auto Show on August 25 [1]. - The first travel car, the Xiangjie S9T, along with the Shangjie H5 and the next-generation Wanjie M7, are set to be announced in September [1]. Group 2: Strategic Independence of Zhijie - Zhijie operates as an independent company under the Hongmeng Zhixing umbrella, with Huawei taking full control following the signing of the Zhijie 2.0 strategic agreement on August 7 [2]. - The agreement includes a commitment to invest over 10 billion yuan in R&D over the next three years, with plans to expand the R&D team to 5,000 people focusing on core technologies like intelligent driving and battery systems [2]. Group 3: Sales Performance and Goals - As of August 25, pre-orders for the new Zhijie S7 and R7 exceeded 53,000 units, with the overall delivery of Zhijie vehicles surpassing 110,000 units, accounting for about one-ninth of the total 900,000 vehicles delivered by Hongmeng Zhixing [3]. - The company aims to achieve a total delivery of over 1 million vehicles by October [3]. Group 4: Competitive Landscape - The competition among the five brands under Hongmeng Zhixing—Wanjie, Zhijie, Xiangjie, Zunjie, and Shangjie—depends significantly on the level of collaboration with Huawei [4][5]. - The sales strategies for each brand are evolving, with Zhijie, Xiangjie, and Shangjie establishing independent sales channels to mitigate internal competition and resource allocation conflicts [6]. Group 5: Future Outlook - The success of other brands within the Hongmeng Zhixing ecosystem will determine the overall effectiveness of its integration strategy [7].

Core Viewpoint - The article discusses the recent developments of Huawei's automotive brand, Hongmeng Zhixing, highlighting the launch of new electric vehicles and the strategic independence of its sub-brand, Zhijie, which is now fully operated under Huawei's leadership [2][3]. Group 1: New Vehicle Launches - Hongmeng Zhixing unveiled several new electric vehicles, including the Zhijie R7, S7, and the Wanjie M8 pure electric version, ahead of the Chengdu Auto Show on August 25 [2]. - Upcoming models such as the first travel car, the Xiangjie S9T, and the new generation Wanjie M7 are set to be released in September [2]. Group 2: Strategic Independence of Zhijie - Zhijie operates as an independent company under the Hongmeng Zhixing umbrella, with a strategic agreement signed between Chery Group and Huawei on August 7, 2023, marking the start of the "pure blood Hongmeng era" for Zhijie [3]. - Chery has committed all its resources to support Zhijie, emphasizing its priority status within the company [3]. Group 3: Investment and Development Plans - Chery and Huawei plan to invest over 10 billion RMB in research and development over the next three years, expanding the R&D team to 5,000 members focused on key technologies like intelligent driving and battery systems [3]. - The Zhijie brand aims to leverage Huawei's technology and marketing capabilities to enhance its competitiveness in the electric vehicle market [3]. Group 4: Sales Performance and Goals - As of now, pre-orders for the new Zhijie S7 and R7 have exceeded 53,000 units, with the total delivery of Zhijie vehicles surpassing 110,000 units, accounting for about 1/9 of Hongmeng Zhixing's total deliveries of 900,000 vehicles [4]. - The overall goal for Hongmeng Zhixing is to exceed 1 million vehicle deliveries by October 2023 [4]. Group 5: Competitive Landscape and Channel Strategy - The collaboration between automotive manufacturers and Huawei significantly influences the sales performance of the various "Jie" brands under Hongmeng Zhixing [5]. - Each brand within the "Five Jie" framework requires Huawei's technology and marketing support, with a shift towards establishing independent sales channels for Zhijie, Xiangjie, and Shangjie to mitigate internal competition [5]. Group 6: Future Outlook - The expansion of the "Five Jie" brands may challenge Huawei's resource allocation and compatibility within its ecosystem, testing its ability to outperform vertically integrated competitors [6]. - The success of other brands in the "Five Jie" lineup will determine the overall effectiveness of Hongmeng Zhixing's ecosystem integration [7].

Core Insights - Huawei and SAIC have launched the Aito H5 SUV, with a starting price of 169,800 yuan, marking the first model under the Hongmeng Intelligent Driving platform priced below 200,000 yuan [1] - Huawei's executive Yu Chengdong highlighted the challenges of producing low-cost vehicles, stating that models priced below 300,000 yuan typically incur losses, with 290,000 yuan being the breakeven point [1] - The Aito H5 aims to address cost pressures while expanding the price coverage of the Hongmeng Intelligent Driving platform, which is crucial for increasing overall sales [2] Company and Industry Analysis - The Aito H5 is equipped with the HUAWEI ADS 4 advanced driver assistance system, targeting the 100,000-200,000 yuan price range, which is currently a key market segment for passenger vehicles [2] - Data from the Automotive Research Institute indicates that the installation of ADAS domain controllers in the 100,000-200,000 yuan segment is expected to exceed 525,000 units from January to April 2025, reflecting a year-on-year increase of over 2000% [2] - The competitive landscape among brands is intensifying, necessitating distinct pricing strategies to avoid internal competition and brand dilution [2] - According to a report from Founder Securities, the Aito series could achieve sales of 500,000 to 1,000,000 units, driven by the introduction of multiple models [2]

Core Insights - The launch of new models by Zhijie and Wenjie marks a significant advancement in their product offerings, indicating a transition to a new phase for the brand [2][6] Group 1: New Model Launches - The new Zhijie R7 and Zhijie S7 have been upgraded in aesthetics, comfort, intelligence, and performance, with starting prices of 249,800 yuan and 229,800 yuan respectively [2] - The Wenjie M8 electric version is available in five and six-seat configurations, priced between 359,800 yuan and 449,800 yuan [7] Group 2: Technological Advancements - The new models feature the latest HUAWEI ADS 4, equipped with advanced laser radar systems and enhanced driving capabilities [4][11] - The Zhijie R7 offers a pure electric range of 802 km and a hybrid version with a fuel efficiency of 3.7 kWh/L [4] Group 3: Market Strategy and Investment - The company plans to invest over 10 billion yuan and establish a dedicated R&D team of over 5,000 personnel to enhance user experience and brand appeal [6] - The Wenjie S9T has already seen over 20,000 pre-orders within 24 hours of its announcement, indicating strong market interest [9] Group 4: Sales Performance - The cumulative delivery of Hongmeng Zhixing has surpassed 900,000 units, maintaining the highest average transaction price among Chinese automotive brands for 14 consecutive months [13] - The Wenjie M8 has delivered 70,000 units within four months of its launch, showcasing strong sales momentum [13]

Core Insights - The launch of the new model, Shangjie H5, marks a significant collaboration between SAIC and Huawei, aiming to penetrate the mainstream market with competitive pricing and advanced technology [2][4][6] - The pre-sale price of Shangjie H5 starts at 169,800 yuan, with over 25,000 orders placed within the first hour of its announcement [2][3] - The vehicle features Huawei's ADS 4 intelligent driving assistance system and boasts impressive range capabilities, including a combined range of 1,360 km for the range-extended version and up to 655 km for the pure electric version [3][4] Market Strategy - Huawei's strategy focuses on leveraging its intelligent technology to capture market share in the rapidly growing new energy vehicle segment, competing against established models like BYD Song PLUS DM-i and Leap Motor C10 [4][5] - The collaboration aims to reduce the high costs associated with Huawei's intelligent technology, with the goal of producing models priced below 200,000 yuan, which presents significant challenges [4][5] - The partnership combines Huawei's technological expertise with SAIC's manufacturing and supply chain capabilities, positioning Shangjie H5 as a key player in the mainstream market [4][5][6] Production and Goals - A dedicated super factory is being established for the Shangjie brand, with an initial investment of 6 billion yuan and a team of over 5,000 people [6] - The launch of Shangjie H5 is critical for Huawei's goal of achieving annual sales of 1 million units for its Hongmeng Intelligent Driving brand, as it has only reached approximately 254,000 units in the first seven months of the year [6]

8月25日下午，智界及问界秋季新品发布会在成都举办。会上，问界M8纯电版、智界新S7和新款智界R7等新品发布。 会上，华为常务董事、终端BG董事长余承东宣布，尚界H5全面开启预订。此外，鸿蒙智行首款旅行车享界S9T将于9月16 日正式上市。 余承东还宣布，搭载HarmonyOS 5的终端设备数量突破1200万台。在这一历史性时刻，他感谢每一位开发者、伙伴和消费 者的共同托举，让鸿蒙生态走向正循环。 鸿蒙智行累计交付突破90万辆 鸿蒙智行又有大动作！ 发布会伊始，余承东宣布，鸿蒙智行累计交付突破90万辆，连续14个月蝉联中国汽车品牌成交均价第一名。 尊界S800上市87天大定突破12000台；问界M9上市17个月交付22.6万辆；问界M8上市4个月交付7万辆，成为40万以上销量 冠军；智界R7与智界S7交付超11万辆，成为25万级中国品牌纯电SUV销量冠军。 余承东还表示，华为ADS辅助驾驶半年里程突破16.7亿公里，累计避免可能的碰撞超215万次。鸿蒙智行深度赋能，持续推 动中国智能汽车产业升级。 新款智界R7和智界新S7发布 售价分别24.98万元和22.98万元起 发布会上，新款智界R7正式发布。余承东还 ...

【导读】智界及问界秋季新品发布会召开，余承东：鸿蒙智行累计交付突破90万辆 鸿蒙智行又有大动作！ 8月25日下午，智界及问界秋季新品发布会在成都举办。会上，问界M8纯电版、智界新S7和新款智界R7等新品发布。 会上，华为常务董事、终端BG董事长余承东宣布，尚界H5全面开启预订。此外，鸿蒙智行首款旅行车享界S9T将于9月16日正式上市。 余承东还宣布，搭载HarmonyOS 5的终端设备数量突破1200万台。在这一历史性时刻，他感谢每一位开发者、伙伴和消费者的共同托举，让鸿蒙生态走向 正循环。 鸿蒙智行累计交付突破90万辆 发布会伊始，余承东宣布，鸿蒙智行累计交付突破90万辆，连续14个月蝉联中国汽车品牌成交均价第一名。 尊界S800上市87天大定突破12000台；问界M9上市17个月交付22.6万辆；问界M8上市4个月交付7万辆，成为40万以上销量冠军；智界R7与智界S7交付超 11万辆，成为25万级中国品牌纯电SUV销量冠军。 余承东还表示，华为ADS辅助驾驶半年里程突破16.7亿公里，累计避免可能的碰撞超215万次。鸿蒙智行深度赋能，持续推动中国智能汽车产业升级。 新款智界R7和智界新S7发布 售价分别2 ...

在发布会上，华为常务董事、终端BG董事长余承东表示，尚界H5预计会大爆，要求上汽准备好足够的产能。 （校对/黄仁贵） 资料显示，尚界是华为与上汽集团联合打造的全新品牌。尚界H5的车型定位为中型纯电/增程SUV，具有大型SUV的腿部空间。尚界H5将配备与尊 界S800、问界M9同款的192线束激光雷达，并搭载华为最新4D毫米波雷达，同时采用华为ADS.40智驾系统与全台鸿蒙座舱。 此外，尚界H5以九横五纵超强车身结构打造"钢铁堡垒"，高强度钢及铝合金占比超88%，关键区域全面强化：超宽双前防撞梁覆盖比例74.8%。超 宽后防撞梁覆盖比例73.6%，更大覆盖面积可全面抵御前后方碰撞冲击。超强门槛防护铝合金厚度4.5mm，进一步强化车身侧面防护。 8月25日，在鸿蒙智行秋季新品发布会上，尚界首款车型H5正式开启预售，起售价为16.98万元，成为鸿蒙智行家族中首款下探至20万元以下的车 型。 ...