" 我们的灵魂一定要掌握在自己手中。" 2021 年，时任上汽集团董事长的陈虹在面对记者提出的 " 是否会与华为合作 "，说出了这著名的 " 灵魂论 "。 时过境迁，到了 2025 年 9 月 8 日，尚界官方宣布，上汽集团和鸿蒙智行联合打造的首款车型尚界 H5，在预售一周后小订突破 8 万台。上汽 " 让渡灵魂， 成为躯体 " 打造出来的新车，给尚界来了个开门红。 然而，这个 " 开门红 " 的时间并没有持续多久。9 月 23 日，尚界 H5 正式上市 1 小时，大定订单仅为 1 万台低于市场的预期。" 购买华为智驾需要额外再 出几万块钱 " 的操作也让外界充斥着不解与质疑。 显然，对于上汽来说，曾经打造出问界这个爆款的华为，也并不是立即见效的灵丹妙药。 事实上，市面上搭载着华为智驾系统的车型并不在少数，与华为合作的车企也犹如过江之鲫。 比如，同样地位极高，被称为 " 共和国长子 " 的一汽红旗宣布与华为签署战略合作协议，双方将打造旗舰车型 " 红旗 9 系 "，新车将搭载乾崑智驾、鸿蒙 座舱等核心技术。 除了获得上汽和一汽的青睐，华为此前已与其余六大主流国有车企 —— 东风、长安、广汽、北汽、奇瑞（ 混合 ...

Core Insights - Huawei and SAIC-GM Wuling's collaboration is set to introduce a new price segment in China's smart driving market, with a joint project expected to launch within the year [1] - This initiative likely adopts Huawei's HI model, indicating a deep cooperation rather than mere component supply, with a new SUV priced around 150,000 RMB featuring Huawei's advanced driving system [1][2] Group 1: Market Positioning - If successful, this will mark Huawei's first entry into the high-end driving capabilities below the 200,000 RMB price point, expanding its market reach [2] - SAIC's strategy involves a dual approach across different price segments, with the new brand "Shangjie" targeting the mid-to-high-end pure electric market priced between 150,000 to 200,000 RMB [2] - The collaboration aims to enhance Wuling's brand positioning, with Baojun already attempting to integrate advanced driving features into models priced around 100,000 RMB [2] Group 2: Technology and Supply Chain - The technology route relies on Zhuoyue Technology, which has transitioned from DJI's vehicle division, focusing on cost-effective high-end driving features [2][3] - The introduction of Huawei's ADS into Baojun's higher-end models may lead to more advanced features being available in lower-priced Wuling models, creating a layered supply chain [3] - Huawei's HI model not only provides software and hardware solutions but also engages deeply in system architecture and upgrades, appealing to cost-sensitive consumers seeking high specifications [3] Group 3: Competitive Landscape - The internal structure of SAIC's offerings allows for a division between high-end and low-end markets, optimizing cost and technology reuse within the group [3] - For Huawei, this represents a test of its cost and supply chain capabilities, as entering the 150,000 RMB segment poses challenges related to hardware costs and service systems [3][4] - The competitive landscape in China's smart driving market is evolving, with the ability to balance cost, experience, and scale at the 150,000 RMB price point becoming crucial for Tier 1 positioning [4]