Core Viewpoint - Huawei and Chery have announced the independent operation of the Zhijie brand, aiming to enhance their technological advantages with an investment exceeding 10 billion yuan and a dedicated R&D team of 5,000 people [2] Group 1: Zhijie Brand Performance - From January to July 2023, Zhijie brand's cumulative sales reached 49,000 units, marking a year-on-year increase of 164.7%, but accounting for less than 30% of the total sales of Hongmeng Zhixing [3] - The main model, Zhijie R7, contributed approximately 90% of the brand's total sales with 46,050 units sold, while the Zhijie S7 has seen a significant decline in sales, dropping to 730 units in July 2023, a year-on-year decrease of 52.6% [3] Group 2: Operational Challenges - The decline in Zhijie S7 sales is attributed to internal conflicts between Huawei and Chery regarding brand management, leading to operational inefficiencies [3][4] - The S7 model faced delivery issues due to factory relocations and supply chain shortages, resulting in only 794 units delivered from January 2023 to February 2024 [3] Group 3: Strategic Developments - The establishment of Anhui Zhijie New Energy Automobile Co., Ltd. as a wholly-owned subsidiary of Chery indicates a strategic move towards independent operation, with a focus on enhancing production capabilities and resource allocation [6] - The independent operation allows Huawei to take full control of technology development and strategic decision-making, while Chery focuses on manufacturing and resource support [6][7] Group 4: Future Outlook - The independent operation is expected to lead to systematic improvements, including dedicated production capacity and accelerated technological R&D, with a goal of achieving monthly sales of over 10,000 units by the end of 2025 [7] - The introduction of new models, such as the large SUV Zhijie R9 and new MPV, aims to enhance market competitiveness and meet diverse consumer needs [7]

Core Viewpoint - The partnership between Huawei and Chery has evolved into an independent operation for the Zhijie brand, with significant investments and a dedicated R&D team aimed at enhancing technological leadership [1][4]. Group 1: Independent Operation and Investment - Zhijie has officially achieved independent operation with a focus on integrated production, sales, and service, supported by over 10 billion yuan in investment and a 5,000-person R&D team [1]. - The establishment of Anhui Zhijie New Energy Automobile Co., Ltd. as a wholly-owned subsidiary of Chery marks a strategic move towards potential IPO plans for Chery, indicating a possible separation of the Zhijie brand from the main company [4]. Group 2: Sales Performance and Challenges - From January to July this year, Zhijie brand's cumulative sales reached 49,000 units, reflecting a year-on-year growth of 164.7%, but the brand heavily relies on the Zhijie R7, which accounted for approximately 90% of total sales [2]. - The Zhijie S7 has faced significant sales declines, with only 730 units sold in July, a drop of 52.6% year-on-year, highlighting operational challenges and internal conflicts between Huawei and Chery [2]. Group 3: Internal Dynamics and Brand Positioning - Internal conflicts between Huawei and Chery have hindered the Zhijie brand's development, with issues related to brand recognition and competition with the AITO brand [3]. - The management approach has shifted to prioritize Huawei's technological leadership while Chery focuses on manufacturing, aiming to resolve previous operational inefficiencies [4][6]. Group 4: Future Prospects and Strategic Goals - The independent operation is expected to enhance Zhijie's production capacity, with 40% of the Wuhu factory's capacity allocated to Zhijie, aiming to resolve delivery delays [5]. - Future product innovations and market expansion are planned, including the launch of new models like the Zhijie R9 and MPV, as well as the implementation of advanced technologies such as ADS 4.0 [5][6].

Group 1 - Recent personnel changes in the mobile phone industry have drawn significant attention, particularly the rumored low-key joining of former Honor CEO Zhao Ming at Zhijie Auto, who previously led Honor to nearly 50 million units in annual sales [1] - Zhao Ming's potential entry into the smart car market could leverage his experience in high cost-performance products and precise marketing strategies, which may help Zhijie Auto carve out a new niche [1] - Honor has undergone its largest personnel restructuring since its establishment, with several high-level executives leaving and Huawei's former executive Li Jian taking over as CEO, initiating deep reforms to address declining sales [1] Group 2 - On August 7, Chery and Huawei signed a "Zhijie Brand Strategy 2.0 Cooperation Agreement," committing over 10 billion yuan to establish a 5,000-person R&D team and an independently operated "Zhijie New Energy Company" [2] - The new agreement aims to resolve previous cooperation friction between Chery and Huawei, with the establishment of an independent company to achieve integrated production and sales management, prioritizing Zhijie as a strategic project [2] - Zhao Ming's potential involvement is noteworthy due to his "hit product gene," exemplified by the successful launch of Honor 9X, which resonated with the young consumer demographic [2][3]

Core Viewpoint - The partnership between Chery and Huawei has evolved with the signing of the "Intelligent World Brand Strategy 2.0" agreement, which includes the independent operation 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][10]. Group 1: Strategic Changes - Zhijie will operate independently under the newly formed "Zhijie New Energy Company," with Huawei leading the entire management process from product definition to sales and service [5][7]. - Chery has prioritized Zhijie as a strategic project, allocating unlimited resources and halting the development of the Star Era MPV project to bolster Zhijie's R&D capabilities [5][11]. - The establishment of dual design centers in Shanghai and Shenzhen for Zhijie signifies a significant investment in its brand development [5]. Group 2: Product Launch and Market Response - The new Zhijie R7 and S7 models 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][8]. - Despite previous challenges, including delivery issues and internal resource conflicts, the new models are expected to enhance Zhijie's market performance and are seen as critical to overcoming past sales difficulties [8][10]. Group 3: Historical Context and Future Outlook - The collaboration between Chery and Huawei has faced challenges, including delivery delays and operational misalignments, which have negatively impacted Zhijie's sales [8][10]. - In the first half of the year, Zhijie sold 45,000 units, which is significantly lower than its competitors, indicating a need for improved market strategies [11]. - The upcoming product cycle for Zhijie, featuring upgraded models with advanced technology, will be crucial for assessing the effectiveness of the new operational model and achieving sales growth [11][12].

8月7日，智界汽车官方微博今日发文宣布，智界品牌正式进入2.0阶段。智界将投入超百亿元、增加至 5000 人研发团队，强化技术领先优势；智界新能源公司成立，产销服一体化独立运作；多款重磅新品 陆续登场，用更丰富的产品矩阵为品牌长期发展注入强劲动力。 责任编辑：王翔 ...