也就是说，加上已有的尊界S800，明年尊界品牌有望推出6款车型。 其中，尊界标轴版MPV侧重侧重家用取向，长轴版MPV侧重商用旗舰取向。在华为与江淮的初步规划中，这两版MPV的市场价格，将远远高于家用及商 用MPV市场现有的代表车型。 而尊界SUV，有相关人士告诉36氪，华为与江淮目前对其初步计划是，这两款SUV会面向高端市场，但其定位将低于尊界S800。按照豪华车市场的传 统，长轴版SUV将主要用来树立品牌形象，短轴版SUV则负责走量。 尊界是华为与江淮通过智选车模式合作打造的超豪华品牌。智选车模式又称鸿蒙智行模式，在这种合作模式下，华为深度参与整车的产品定义、营销与渠 道。 尊界S800是尊界品牌的第一款车型，定位行政级轿车，搭载了华为自研的途灵龙行平台，价格为70.8万元—101.8万元，今年8月正式开启交付。 到今年10月底，尊界S800已交付约5000辆新车，而尊界S800对标的迈巴赫S级，今年前10个月共交付了约9000辆。 尊界，作为华为与江淮合作的超豪华汽车品牌，今年以一款百万定价豪车在豪华市场初战告捷，明年，它将以6款车型进一步冲击豪华车市。 36氪从多位产业人士处了解到，明年尊界品牌将推出 ...

Core Insights - The launch of the Shangjie H5 has begun with a pre-sale price starting at 169,800 yuan, receiving over 25,000 small orders within the first hour, boosting internal confidence in achieving sales targets [1][3] - SAIC and Huawei have set a monthly sales target of 20,000 units for the Shangjie H5, with a yearly production plan of 400,000 units [1][2] - The Shangjie brand plans to release two additional models next year, including a sedan and an SUV, with the SUV expected to launch in the first half of the year [1] Production and Delivery - SAIC has established a dedicated factory for Shangjie in Lingang and acquired part of the production lines from the SAIC-GM Jinqiao factory to ensure sufficient production capacity [1][2] - The sales strategy includes utilizing both the Hongmeng Smart Travel user center and a dedicated user center created by SAIC and Huawei, forming a dual-channel service system [1] Market Response and Expectations - The capital market has shown enthusiasm for the Shangjie brand, with SAIC's stock price rising by 10% following the announcement of the Shangjie H5 pre-sale [2] - The vehicle is positioned in the mid-sized new energy SUV market, offering both range-extended and pure electric powertrains, with a comprehensive range of 1,360 km for the range-extended version [3][4] Competitive Landscape - The success of the Shangjie H5 will be tested in the price-sensitive market segment below 200,000 yuan, where value for money is crucial for consumers [5][6] - Other SAIC brands, such as Zhiji and MG, are also attempting to penetrate the market with competitive pricing and features, indicating a broader strategy for market recovery [9][11] Conclusion - The combined efforts of SAIC and Huawei in launching the Shangjie H5 reflect a significant push into the competitive mid-range electric vehicle market, with high expectations for sales performance and market impact [10][12]

Core Viewpoint - GAC Group and Huawei are collaborating to create a new automotive brand, Huawang, which will launch two models targeting the high-end market, with a focus on electric and range-extended vehicles [3][6]. Group 1: Collaboration Details - GAC has been cooperating with Huawei since 2017 and has deepened this partnership significantly since last year, culminating in the establishment of Huawang [6][9]. - The new brand Huawang will feature two models, a sedan and an SUV, aimed at the 300,000 RMB market segment, which is currently popular among consumers [3][6]. - Huawei's involvement in the Huawang project includes significant roles in vehicle definition, product design, and marketing, resembling the HI PLUS model, which allows for deeper collaboration than previous models [7][8]. Group 2: Market Position and Strategy - The HI PLUS model represents an evolution from the HI model, allowing Huawei to have a greater say in the entire vehicle development process, from planning to marketing [7][10]. - GAC has granted Huawei substantial decision-making power in the Huawang project, ensuring that product definitions and development are primarily led by Huawei [8]. - The automotive industry in China is undergoing a phase of accelerated elimination, prompting traditional car manufacturers to seek deeper collaborations with Huawei to enhance their market competitiveness [9][10]. Group 3: Challenges and Opportunities - Huawei's automotive business has faced challenges in the past, including slow project implementation and limited profitability, but recent successes with models like the AITO M7 have improved its market position [9]. - The demand for Huawei's intelligent vehicle solutions is increasing, but resource limitations may restrict the number of new collaborations [9][10]. - The expansion of Huawei's partnerships through the HI PLUS model presents both opportunities and challenges, as the company must balance resource allocation and maintain product differentiation in a competitive market [10].

Core Viewpoint - Huawei is restructuring its automotive sales channels by establishing independent sales networks for its various brands, including Zhijie, Shangjie, and Xiangjie, to enhance brand identity and user engagement [4][10]. Group 1: Sales Channel Development - Huawei is expanding its automotive sales channels by creating dedicated networks for its brands, with a focus on rapid entry and simplified dealership requirements [6][9]. - The new sales channels will include user centers that provide comprehensive services, including sales, delivery, and after-sales support, similar to traditional 4S dealerships [7][8]. - As of November last year, Huawei had established over 990 experience centers and 330 user centers across the country, with plans to add more dedicated user centers for specific brands [9]. Group 2: Brand Positioning and Market Strategy - The shift to independent sales networks allows each brand to develop a distinct identity and target specific user demographics through tailored marketing strategies [9][10]. - The introduction of the "Fifth Realm" Shangjie brand is part of Huawei's strategy to diversify its offerings and enhance its market presence [9]. - Huawei's approach is evolving from a dominant role to a more collaborative model with partners, focusing on technology empowerment and strategic guidance [12]. Group 3: Challenges and Adjustments - The launch of the Zhijie S7 faced delays due to production and supply chain issues, highlighting the complexities of scaling operations with larger manufacturers [10][11]. - Sales for the Xiangjie S9 have fluctuated significantly, indicating challenges in meeting initial development costs and market demand [11]. - Huawei is adjusting its revenue-sharing models with partners based on performance and market conditions, reflecting a dynamic approach to collaboration [11].

晚点Auto . 从制造到创造，从不可能到可能。《晚点LatePost》旗下汽车品牌。 截至 4 月 29 日，赛力斯市值 2071 亿元，业内仅次于比亚迪和小米。 文 丨 曾兴 编辑 丨 龚方毅 以下文章来源于晚点Auto ，作者晚点团队 月初对外释放上市信号后，4 月 28 日，赛力斯申请港股主板上市，募资将用于技术研发、海外渠道扩 张及产能升级等。对于高速成长期的企业来说，港股二次上市是扩充融资渠道、增强抗风险能力的重 要途径。 当大多数同行还在亏损中，2024 年，赛力斯净利润 59 亿元，成为全球第四家年度盈利的新能源车 企。而赛力斯的崛起离不开华为——有时候，选择或许比努力更重要。 赛力斯成立近 40 年，2016 年全面转型新能源但未有起色，2021 年与华为以 "智选车" 模式推出问界 品牌后，才真正迎来爆发式增长。去年赛力斯销量 42.7 万辆，超过此前四年总和。其中，问界 M9 全 年累计交付超 15 万辆，在 50 万元以上的豪华市场中连续数月蝉联销冠。聚焦 25 万元级市场的问界 新 M7 全年交付 20 万辆。 高售价车型的畅销带动赛力斯毛利率同比提升 16.6 个百分点、至 23. ...

月初对外释放上市信号后，4 月 28 日，赛力斯申请港股主板上市，募资将用于技术研发、海外渠道扩 张及产能升级等。对于高速成长期的企业来说，港股二次上市是扩充融资渠道、增强抗风险能力的重 要途径。 当大多数同行还在亏损中，2024 年，赛力斯净利润 59 亿元，成为全球第四家年度盈利的新能源车 企。而赛力斯的崛起离不开华为——有时候，选择或许比努力更重要。 截至 4 月 29 日，赛力斯市值 2071 亿元，业内仅次于比亚迪和小米。 文 丨 曾兴 编辑 丨 龚方毅 赛力斯成立近 40 年，2016 年全面转型新能源但未有起色，2021 年与华为以 "智选车" 模式推出问界 品牌后，才真正迎来爆发式增长。去年赛力斯销量 42.7 万辆，超过此前四年总和。其中，问界 M9 全 年累计交付超 15 万辆，在 50 万元以上的豪华市场中连续数月蝉联销冠。聚焦 25 万元级市场的问界 新 M7 全年交付 20 万辆。 高售价车型的畅销带动赛力斯毛利率同比提升 16.6 个百分点、至 23.8%，高于行业平均水平。除了扭 亏，赛力斯 A 股股价也从多年徘徊在 30 元以下，升至每股超过 120 元。截至 4 月 29 日 ...

Core Insights - SAIC Group is adopting a three-pronged strategy to tackle market challenges, focusing on internal restructuring, external collaboration, and global expansion [1][2]. Group 1: Internal Restructuring - The first strategy emphasizes the integration of core businesses within its autonomous brands, aiming for resource concentration and operational efficiency [5][6]. - SAIC plans to streamline its passenger vehicle brands, including the re-integration of Feifan into the Roewe brand, targeting the mid-to-high-end new energy vehicle market (200,000-400,000 yuan) [7]. Group 2: External Collaboration - The second strategy focuses on external partnerships, with SAIC committing to a collaborative approach without technological barriers, engaging with leading companies like Huawei and CATL [8][9]. - The collaboration with Huawei is defined as the "Intelligent Selection Car" model, which includes shared technology and co-creation of value across product definition, design, and marketing [9][10][11]. Group 3: Global Expansion - The third strategy aims at expanding SAIC's global footprint, promoting "Chinese Intelligent Manufacturing" [2]. - The company is set to launch its first solid-state battery, "Guangqi Battery," by 2027, with significant advancements in battery technology expected in the coming years [12]. Market Challenges - The automotive market in China is becoming increasingly competitive, with SAIC facing challenges such as a projected nearly 80% decline in net profit for 2024, primarily due to falling profits from joint ventures [13].