Core Insights - The strategic partnership between Avatr and Huawei has evolved from the HI model to the HI PLUS co-creation model, marking a significant upgrade in their collaboration and setting a new path for cooperation in the automotive industry [1][17] - This partnership emphasizes a comprehensive approach covering user insights, product definition, R&D, marketing, and service, aiming to reshape the luxury smart electric vehicle market and support the high-end branding of Chinese manufacturers [1][17] Technology Collaboration - The core of the Avatr and Huawei partnership is technological collaboration, transitioning from single component empowerment to full-stack joint R&D under the HI PLUS model [3] - Avatr's vehicles are equipped with Huawei's advanced technologies, creating a positive feedback loop between technology upgrades and product iterations [3] Smart Driving Innovations - The Huawei Dry Kun ADS 4 system has been integrated across all Avatr models, making it the first brand to fully deploy advanced driving assistance features [5] - The Avatr 12 model showcases advanced sensing capabilities with a four-laser radar system, enhancing performance in complex driving conditions [5] Smart Cabin Features - The HarmonySpace 5 smart cabin provides seamless integration with mobile devices, enhancing user experience with fast voice recognition and interactive features [6] - The Avatr 06 model is designed with advanced detection capabilities, catering to younger users with its innovative design and technology [6] Powertrain Technology - The Avatr 12 offers both pure electric and range-extended power options, with impressive performance metrics such as a 356 km electric range and a 3.8-second acceleration time for the all-wheel-drive version [7] - The collaboration aims to launch 17 new models by 2030, covering various segments including sedans, SUVs, and MPVs [7] Ecosystem Collaboration - The HI PLUS model focuses on channel integration, service upgrades, and capital binding to create a closed-loop ecosystem [8] - Avatr has entered the Huawei ecosystem, allowing users to browse and purchase vehicles through the Huawei Dry Kun app, enhancing market reach [11] Capital Binding - Avatr's investment of 11.5 billion yuan in Huawei has established a strong capital relationship, ensuring long-term stability and coherence in decision-making [12] - The partnership has resulted in significant sales growth, with Avatr achieving a record high of 13,506 units sold in October 2025, a 34% year-on-year increase [12] User Co-Creation - The partnership emphasizes user co-creation, allowing customers to participate in product development and fostering emotional connections with the brand [13] - Initiatives like the Avatr × Huawei Dry Kun Smart Driving City Open Competition engage users in real-world scenarios, enhancing product relevance [15] Brand Recognition - Positive user experiences and endorsements from Huawei employees have strengthened brand recognition and loyalty, creating a virtuous cycle of internal approval and market promotion [16] - The collaboration is positioned as a model for how Chinese brands can leverage technology and user engagement to compete in the global high-end automotive market [17]

Core Insights - Huawei's smart driving system, QianKun, has surpassed 1 million vehicles equipped with it, covering 22 cooperative models across different price ranges [1] - Multiple mainstream automakers are actively seeking collaboration with Huawei, indicating a trend towards deeper partnerships in the automotive industry [3][5][7] Group 1: Collaborations and Partnerships - Chery Automobile and Huawei have launched the "Intelligent World 2.0" initiative, investing over 10 billion yuan and expanding the R&D team to 5,000 people [3] - FAW Group has partnered with Huawei to launch the Audi A5L and Q6L e-tron family, marking Audi as the first international luxury brand to collaborate deeply with Huawei [3] - Changan Automobile's leadership has engaged with Huawei's founder, suggesting potential future collaborations, although specific projects have not been disclosed [5] Group 2: Market Strategy and Positioning - GAC Group emphasizes the synergy of "GAC Manufacturing + Huawei Intelligence" to penetrate the high-end smart electric vehicle market [7] - Jiangling Motors has positioned its "Zun Jie" brand as a core driver for its strategic transformation towards a technology-oriented enterprise [7] - Great Wall Motors has established a close cooperation network with Huawei, covering marketing, smart cockpit, and vehicle solutions [8] Group 3: Competitive Landscape - The automotive industry is experiencing intensified competition, where companies must compete not only on price but also on technology, products, and services [9] - The success of Seres, which saw its market value soar from under 15 billion yuan to approximately 210 billion yuan after partnering with Huawei, exemplifies the potential benefits of such collaborations [9] - Huawei's significant influence in partnerships, such as with Chery's "Intelligent World," indicates a trend where Huawei leads brand strategy and management while partners support operational efforts [11] Group 4: Strategic Integration - The collaboration between automakers and Huawei is characterized by a deep integration of strengths, combining automakers' manufacturing and market experience with Huawei's technological leadership [11] - The establishment of "Yin Wang," a joint venture with Huawei holding 80% and other stakeholders like Avita Technology and Seres, reflects a strategic capital partnership model [11]