Core Viewpoint - Huawei's HarmonyOS automotive ecosystem is gaining traction with significant vehicle deliveries and new product launches, indicating a strong position in the smart automotive market [4][5][21]. Group 1: Product Launches and Deliveries - The launch event showcased new models including the AITO M8 electric version, the new Zhijie S7, and the new Zhijie R7, with the latter two starting at prices of 22.98 million and 24.98 million respectively [6][10]. - Cumulative deliveries of HarmonyOS vehicles have surpassed 900,000, maintaining the highest average transaction price among Chinese automotive brands for 14 consecutive months [5][4]. - The Zhijie R7 has achieved over 11,000 deliveries, while the AITO M9 has delivered 226,000 units in 17 months, and the AITO M8 has delivered 70,000 units in just 4 months [5]. Group 2: Technological Advancements - The new Zhijie R7 features an 800V high-performance electric architecture, offering a maximum range of 802 km, and includes advanced driver assistance systems [7]. - The AITO M8 electric version introduces new interactive features and will receive ten upgrades across its entire lineup, enhancing smart cockpit capabilities and active safety [14][16]. Group 3: Market Positioning and Strategy - The newly launched Shangjie H5, priced from 169,800 yuan, aims to compete in the mainstream market with advanced features like the HUAWEI ADS 4 driver assistance system and a spacious interior [19][21]. - The introduction of the Shangjie brand represents a collaboration between Huawei and SAIC, targeting the younger demographic with competitive pricing and high-tech features [21].

Core Viewpoint - The collaboration between FAW Hongqi and Huawei signifies a shift in the Chinese automotive industry towards a unified ecosystem, with Huawei becoming a dominant player in the market [2][9]. Group 1: Collaboration Details - FAW Hongqi will integrate Huawei's full-stack self-developed solutions, including laser radar, Harmony cockpit, QianKun intelligent driving, Tuling chassis, and Kirin chips into its vehicles [2][4]. - This partnership resembles an outsourcing model where core technologies, brand marketing, and sales channels are largely managed by Huawei, allowing car manufacturers to focus on production and after-sales service [4][5]. Group 2: Market Dynamics - FAW Hongqi's "Jin Kui Hua" series has struggled in sales, particularly the Guo Ya model, which is priced at 1.4 million and competes with luxury brands like Bentley and Maybach but lacks differentiation [5][7]. - In contrast, the Jianghuai's Zun Jie S800, supported by Huawei's technology, achieved over 10,000 pre-orders in just 67 days, surpassing the annual sales of luxury models like Maybach and Mercedes S-Class [7][9]. Group 3: Industry Implications - The partnership indicates that all major state-owned car manufacturers in China are now aligned with Huawei, suggesting a trend towards a "big unified" ecosystem in the automotive industry [9]. - The upcoming launch of the Shangjie H5, developed in collaboration with Huawei, has already generated positive market sentiment, reflected in stock price increases [9][10].

每经记者｜黄辛旭 每经实习编辑｜余婷婷 "8月25日，尚界H5正式开始预订！"8月20日，上汽集团微信公众号推文称。这款由上汽集团和华为合作的尚界首款车型又离消费者近了一步。当日，上汽 集团（SH.600104）股价涨停，收盘价19.8元/股。 图片来源：同花顺 自7月16日工信部《道路机动车辆生产企业及产品公告》（第397批）名录中披露了尚界H5之后，消息就不断传来。 实际上，在当下的市场竞争中，上汽集团确实需要一款智能化的"爆款"车型。今年前7个月，上汽集团销量约为239万辆，同比增长15%。全新尚界H5能否起 到走量的作用，价格是重要一环。 "和其他'界'不同，尚界主要聚焦在20万元级的消费市场。"有消息人士告诉《每日经济新闻》记者。不过，坊间消息称，尚界H5的区间是17万至23万元。从 鸿蒙智行的品牌布局来看，问界与智界定位为中端车型，享界走的是中高端车型路线，尊界则是面对高端市场，几个品牌覆盖了23万至100万元价位段。从 定位来看，尚界将是最便宜的鸿蒙智行车型。 华为常务董事、终端BG董事长、智能汽车解决方案BU董事长余承东去年在谈到低成本汽车时曾表示，暂时不考虑推出20万元以下的车型，因为公司还 ...

Core Insights - Dongfeng Mengshi M817 has been launched with a price range of 319,900 to 349,900 yuan, featuring two models [1][3] - The vehicle is positioned as a mid-to-large plug-in hybrid SUV with a robust design and advanced technology [4][6] Vehicle Specifications - The Mengshi M817 features a non-load-bearing body structure, with dimensions of 5100×1998×1899/1919mm and a wheelbase of 3005mm [4] - Interior design includes a family-style layout with a focus on off-road convenience, offering a trunk capacity of 828L, expandable to 2112L [6][7] Features and Technology - The vehicle is equipped with Nappa leather seats, heated and ventilated front seats, and advanced audio systems, including an 18-speaker setup [7] - It incorporates Huawei ADS 4 for advanced driver assistance, featuring 192-line lidar and 4D millimeter-wave radar for enhanced safety [7][9] Performance Metrics - The M817 is powered by a 145kW 1.5T engine combined with a dual-motor system, achieving 0-100 km/h in 5.2 seconds, with a pure electric range of 140 km and a combined range of 1300 km [9][11] - Off-road capabilities include an approach angle of 31°, departure angle of 31°, and a minimum ground clearance of 237mm [11] Market Reception - The vehicle has shown strong market interest, with 3,700 units reserved within 5 hours of the launch, indicating its potential to break into new market segments [13] - The Xiangjie S9T has also begun pre-sales at a starting price of 328,000 yuan, expanding the product lineup [13] Additional Model Insights - The Xiangjie S9T maintains the design of the S9 while enhancing trunk capacity to 660L, with dimensions of 5160×2005×1492mm [15] - It features similar advanced driver assistance technology and offers both range-extended and pure electric versions, with the latter providing a range of up to 801 km [17][18] Strategic Importance - The introduction of the Xiangjie S9T aims to strengthen the Huawei HarmonyOS ecosystem and fill gaps in the product matrix, reflecting the company's commitment to innovation in the electric vehicle market [20]

Group 1 - The first travel car of Hongmeng Zhixing, the Xiangjie S9T, has officially started pre-orders [2] - The starting pre-sale price for the Xiangjie S9T is 328,000 yuan [2]

Core Viewpoint - The article discusses the ongoing collaborations between Huawei and various automotive manufacturers, particularly focusing on the Hi model and the upcoming product launches in the smart vehicle sector [4][5][6]. Group 1: Huawei and Automotive Partnerships - SAIC-GM Wuling is set to upgrade its collaboration with Huawei, potentially adopting the Hi model for its Baojun brand, with a new SUV expected to launch by the end of the year [4]. - Huawei has established three collaboration models in the automotive sector: a "parts supply model," a "Hi solution," and a "HarmonyOS driving" model, with the first two aimed at independent manufacturers [4]. - The partnership between Avita and Huawei is also evolving, with plans to introduce a co-created product by the second half of 2026, and Avita aims to launch 17 new models by 2030 [5]. Group 2: New Product Launches and Market Strategy - Huawei's HarmonyOS driving is gaining momentum, with the upcoming launch of the "Fifth Realm" model, and over 1,500 dealers have expressed interest in the brand's channel construction [6]. - The first model, Harmony H5, is expected to be launched in September, indicating a rapid development of the brand's terminal network [6]. - Analysts suggest that Huawei's collaborations are becoming more targeted, aiming to penetrate market segments that were previously underserved, particularly in the 150,000 to 200,000 yuan price range [6].

Core Viewpoint - Huawei's HarmonyOS vehicle, the Xiangjie S9T, is set for pre-sale on August 18, showcasing advanced features and multiple powertrain options [1] Vehicle Specifications - The Xiangjie S9T has dimensions of 5160mm in length, 2005mm in width, and 1492mm in height, with a wheelbase of 3050mm, which is 6mm taller than its predecessor, the Xiangjie S9 [1] - The vehicle offers both pure electric and range-extended versions, with the pure electric variants having ranges of 701km, 765km, and 801km, powered by a 97.6kWh battery [1] - The range-extended versions provide pure electric ranges of 195km, 201km, and 274km, with battery capacities of 36kWh and 51.9kWh [1] Features and Technology - The Xiangjie S9T comes standard with zero-gravity front passenger seats, a passenger display, and a one-touch foldable rear seat [1] - It is equipped with air suspension, continuously variable damping shock absorbers (CDC), double wishbone front suspension, multi-link rear suspension, and Huawei's Tuling platform 3.0 [1] - The vehicle features a six-domain integrated digital intelligent chassis and is the first to adopt Huawei's ADS 4, along with electronic side mirrors, electric doors, and an electric tailgate [1] Pricing Information - The current Xiangjie S9 is priced between 309,800 yuan and 449,800 yuan [1]

Core Insights - The company Zhijie, a joint venture between Huawei and Chery, is set to enter its "2.0 phase" with significant strategic upgrades and plans for an IPO in the first half of 2026 [1][3] - Zhijie will invest over 10 billion yuan in R&D and expand its team to 5,000 members to enhance operational efficiency and autonomy [1][3][5] - A new independent entity, Zhijie New Energy Company, will be established to manage the entire product lifecycle, including R&D, manufacturing, sales, and service [1][3] Investment and Development Strategy - Zhijie plans to invest over 10 billion yuan in future developments, with a focus on expanding its R&D team to 5,000 personnel [1][3][5] - The company is transitioning from a deep collaboration model with Huawei to a more market-oriented and independent operational structure [3][5] Product Launch and Sales Performance - The new models R7 and S7 were launched for pre-order on August 8, with over 20,000 orders received within 8 hours [2][4] - The new models feature advanced driving assistance hardware, including high-precision solid-state LiDAR and 4D millimeter-wave radar [3] Market Position and Sales Growth - Chery Group reported a record sales figure of 1.4846 million vehicles in the first seven months of 2025, marking a 14.5% year-on-year increase [6] - Zhijie's sales reached 47,800 units in July 2025, maintaining its position as the top new force brand in the market [8] - The average transaction price for Zhijie's vehicles in June was 390,000 yuan, leading the market [8] Strategic Partnerships and Future Outlook - The collaboration between Chery and Huawei is expected to enhance Zhijie's technological capabilities, particularly in smart driving and the HarmonyOS ecosystem [9] - The establishment of Zhijie New Energy Company is a strategic move to ensure independent operations while leveraging Huawei's technological advancements [1][5]

Core Viewpoint - The partnership between Chery and Huawei has solidified with the signing of the "Intelligent World Brand Strategy 2.0" agreement, which includes the independence of the Zhijie brand and a commitment of over 10 billion yuan in funding to establish a 5,000-person R&D team, indicating Huawei's increased control over Zhijie [1][5][6]. Group 1: Strategic Developments - The establishment of the "Zhijie New Energy Company" aims for integrated independent operations, with Huawei leading the entire management chain from product definition to sales and service [5][6]. - Chery has prioritized Zhijie as its "first strategic project," with unlimited resource allocation and the suspension of the Star Era MPV project to bolster Zhijie's R&D capabilities [5][10]. - The new operational model is expected to alleviate previous resource conflicts and enhance Zhijie's market position, with both companies leveraging their strengths: Huawei's smart technology and Chery's manufacturing expertise [5][11]. Group 2: Product Launch and Market Performance - The new Zhijie models, R7 and S7, have begun pre-sales with starting prices of 268,000 yuan and 258,000 yuan respectively, achieving over 10,000 pre-orders within the first hour [1][11]. - Despite the initial excitement, Zhijie's sales have not met expectations, with the S7 model facing delivery issues due to factory relocations and supply chain challenges [8][11]. - In the first half of the year, Zhijie sold 45,000 vehicles, which is significantly lower than its competitors, achieving only about 30% of the sales of the Wanjie brand during the same period [11][12].

Core Viewpoint - The long-rumored "Zhijie Independence" has been confirmed with Chery and Huawei signing a strategic cooperation agreement, marking the transition of the Zhijie brand into its 2.0 phase, with over 10 billion yuan investment and a 5,000-person R&D team [1][5] Group 1: Strategic Developments - Zhijie has established dual design centers in Shanghai and Shenzhen to capture cutting-edge design trends and has set up a dedicated R&D center in Wuhu with over 3,000 employees [1] - The establishment of Anhui Zhijie New Energy Automobile Co., Ltd. as a wholly-owned subsidiary of Chery signifies Zhijie's shift from a joint project with Huawei to an independent operational entity [5] - Chery plans to adopt a "hold but not command" principle, allowing Zhijie to operate independently while Huawei's technical team remains deeply involved in R&D [5] Group 2: Operational Changes - Zhijie's production will fully integrate Huawei's quality management system, ensuring 100% digital traceability of quality parameters throughout the manufacturing process [6] - The supply chain will utilize the HarmonyOS unified supply chain system, sharing resources with other brands to ensure quality and stability [6] - The sales and service ecosystem will be unified under HarmonyOS, promoting a more mature sales and service system for Zhijie [6] Group 3: Market Position and Challenges - Zhijie's initial models faced challenges, with the S7 experiencing delivery issues due to high demand and the R7 quickly declining after a brief surge [2][4] - The importance of Zhijie within Chery is perceived to be less than that of other brands like Xiangjie and Zunjie, indicating a potential imbalance in resource allocation [4] - Huawei's ability to manage multiple brands under the HarmonyOS umbrella is questioned, with concerns about resource allocation and the capacity to support all five brands effectively [7][8] Group 4: Future Prospects - New models, including the updated R7 and S7, have begun pre-orders, indicating strong market interest with over 10,000 orders within the first hour [7] - Huawei is strategically reallocating successful personnel and resources from the successful Aito brand to support the development of Zhijie and other brands [8][9] - The success of Zhijie and its ability to scale will require time and market adaptation, similar to the challenges faced by the Aito brand [9]