Core Viewpoint - Avita has upgraded its cooperation model with Huawei to the HI PLUS model, enhancing collaboration across various aspects including product development, marketing, and team building [2][3][6]. Group 1: Partnership Development - The partnership between Avita and Huawei began in January 2019, with Avita being an early collaborator in Huawei's HI model [5]. - The HI model allows Avita to define and develop products while Huawei provides a complete set of smart automotive solutions, resulting in the launch of multiple models including Avita 06, 12, 07, and 11 [5][6]. - Avita's sales reached a historical high in October, with a year-on-year growth of 34%, totaling nearly 14,000 vehicles sold [5]. Group 2: Strategic Investments - Avita acquired a 10% stake in Huawei's subsidiary, enhancing strategic collaboration and ensuring revenue growth from any brand associated with Huawei [6]. - As of October, Huawei has partnered with 14 automotive companies, resulting in 33 mass-produced models equipped with Huawei's smart driving and cockpit systems [6]. Group 3: Future Product and Market Strategy - Avita plans to invest 50% of its efforts in enhancing marketing and services, focusing on product technology and service improvements [7]. - The first model under the HI PLUS model will be a flagship large SUV priced at over one million yuan, developed jointly by Avita and Huawei [7]. - Avita aims to accelerate its product launch pace, with four new models planned for next year, while also undergoing significant upgrades to existing products [9][10]. Group 4: Global Expansion - Avita is actively pursuing international markets, having entered 34 countries and regions, with plans to expand into Latin America and the Middle East [11]. - The company's global strategy is aligned with the broader goals of Changan Automobile, emphasizing the importance of international presence for Chinese brands [11].

Core Insights - The strategic partnership between Avita and Huawei has entered a new phase, focusing on comprehensive collaboration across various fields [1][3] - Avita has paid a total of 11.5 billion yuan to Huawei, acquiring a 10% stake in Huawei's subsidiary, marking it as the most deeply integrated automotive partner with Huawei [5][7] - The collaboration will see the launch of 17 new products by 2030, including sedans, SUVs, and MPVs, with a synchronized product development cycle [5][9] Group 1 - Avita and Huawei are expanding their cooperation from the HI model to the HI PLUS model, covering user insights, product definition, development, integrated marketing, and team building [3][5] - Avita's entire vehicle lineup is now available on the Huawei Kun APP, and they have established a benchmark store for Huawei Kun, aiming to upgrade existing channels [5][7] - Avita has delivered 4,000 vehicles to Huawei employees, reflecting the deepening strategic trust and organizational collaboration between the two companies [7][9] Group 2 - The partnership is characterized by a unified approach, with both companies sharing a common goal and strategy to create a new path for smart automotive collaboration in China [9]

Core Viewpoint - Huawei has made significant strides in the electric vehicle (EV) sector, establishing a new brand series called "境" in collaboration with traditional automakers, aiming to enhance their competitiveness in the rapidly evolving market [2][8][81]. Group 1: Huawei's Expansion in the EV Market - Huawei, in partnership with Seres, entered the EV market in late 2021 and has quickly gained a substantial market share [2][3]. - The company has developed various solutions for multiple brands, including both electric and fuel vehicles, showcasing its technological capabilities [3][14]. - Huawei's ambition extends beyond its current offerings, as evidenced by the recent launch of the "境" brand series, which includes collaborations with GAC and Dongfeng [8][10]. Group 2: New Collaboration Model - "境" - The "境" model represents an evolution of Huawei's previous collaboration approaches, termed "HI PLUS," allowing for deeper integration with automakers from the initial product design phase [28][47]. - Unlike the previous "界" model, where Huawei held significant control over product definition and sales channels, the "境" model grants more decision-making power to the automakers [39][41]. - This new model aims to unify brand identity and reduce fragmentation in product offerings, allowing automakers to maintain control over their brand's "soul" [47][48]. Group 3: Challenges Faced by Traditional Automakers - Both GAC and Dongfeng have experienced declining sales, with GAC's sales dropping from 2.505 million units in 2023 to an estimated 2.0031 million in 2024, a 20% decrease [52]. - The reliance on joint venture brands has become a liability as domestic EV brands gain market share, particularly impacting Japanese brands [59][60]. - The slow transition to electrification among Japanese automakers has further exacerbated the challenges faced by GAC and Dongfeng [66][68]. Group 4: Technological Advancements and Future Prospects - GAC has made significant advancements in battery technology, becoming the first company to pass a puncture test for ternary lithium batteries and achieving a range of over 1000 km with its AION LX Plus [72][74]. - Dongfeng has also made strides, with the launch of the first mass-produced vehicle featuring semi-solid-state batteries and a highly efficient hybrid system [77][78]. - The collaboration with Huawei through the "境" model is seen as a strategic move to enhance their technological capabilities and market presence [81][82].

Core Insights - The 23rd Guangzhou International Auto Show marked a new phase in the strategic cooperation between Avita and Huawei, showcasing Avita's commitment to innovation and collaboration with Huawei [1][2] - Avita has become the first brand to adopt the HI PLUS model, expanding its partnership with Huawei to encompass user insights, product definition, product development, integrated marketing, and team building [1][2] - Avita plans to launch 17 new models in collaboration with Huawei by 2030, covering various segments including sedans, SUVs, and MPVs [1] Group 1 - Avita has successfully delivered over 4,000 vehicles to Huawei employees, reflecting strong internal recognition of Avita's product capabilities [3] - The partnership has led to the establishment of a high-efficiency benchmark store under the Huawei Kunlun brand, enhancing sales channels and customer experience [2] - Avita and Huawei are jointly promoting the "Smart Beauty Seven-Star" service plan, aiming to elevate service standards and user engagement [2] Group 2 - Avita has made a significant capital investment in Huawei, totaling 11.5 billion yuan, acquiring a 10% stake in the company, which solidifies their partnership [2] - The collaboration has resulted in a strong emotional connection between the brands and their users, as evidenced by the participation of 24,000 users in the "Avita × Huawei Kunlun Smart Driving City Open Competition" [2] - Both companies emphasize a long-term commitment to user value and resource integration, aiming to redefine the smart automotive landscape in China [3]

Core Insights - The 2025 Guangzhou Auto Show marked a new phase in the strategic partnership between Avita and Huawei, showcasing their commitment to deepening collaboration in the automotive sector [1][3][15] Group 1: Strategic Partnership - Avita has been collaborating with Huawei since 2019, evolving their partnership into the HI PLUS model, which encompasses user insights, product definition, development, integrated marketing, and team building [3][5] - The partnership is characterized by a strong capital bond, with Avita investing 11.5 billion in Huawei, acquiring a 10% stake in a subsidiary, solidifying their position as Huawei's most deeply integrated automotive partner [12] Group 2: Product Development and Technology - Avita is set to launch 17 new models by 2030, including sedans, SUVs, and MPVs, leveraging Huawei's advanced technologies such as the Kunlun ADS and MoLA intelligent cockpit systems [6] - The product launch cycle of Avita is closely aligned with Huawei's technology iterations, ensuring timely updates and enhancements [6] Group 3: Marketing and Sales Initiatives - Avita has integrated its offerings into the Huawei Kunlun APP, allowing users to view and order Avita vehicles directly [8] - The companies are collaborating to establish a benchmark store for Huawei Kunlun, enhancing the sales experience and promoting brand synergy [8] Group 4: Customer Engagement and Service - The "Smart Seven-Star" service plan aims to elevate customer service standards through proactive remote services and improved service processes, enhancing user experience [9] - Avita and Huawei organized the "Avita × Huawei Kunlun Intelligent Driving City Open Competition," engaging 24,000 users across 299 cities to showcase the capabilities of their intelligent driving technology [11]

Core Insights - Avita Technology has achieved over 10,000 monthly sales for eight consecutive months, accumulating more than 210,000 users [1] - By 2026, Avita and Huawei plan to launch four new models, expanding to 17 new models by 2030 across various segments including sedans, SUVs, and MPVs [1] - The partnership between Avita and Huawei has evolved the HI model to the HI PLUS model, broadening collaboration to user insights, product definition, development, integrated marketing, and team building [1] Strategic Collaboration - The comprehensive cooperation aims for joint definition, development, delivery, and service, promoting a unified team approach with a common goal and strategy for success [1] - Avita will progressively display the "Huawei QianKun Intelligent Driving" signage in its nationwide dealership stores [1]

Core Insights - Avita 12's launch marks the introduction of Huawei's four-laser radar system into the 250,000 RMB market segment, with six versions priced between 269,900 RMB and 429,900 RMB, and a post-rights price range of 259,900 RMB to 419,900 RMB [2] - The vehicle faces stiff competition from models like Tesla Model Y and NIO ET5, with its market performance since November 2023 falling short of expectations due to brand recognition challenges [2] - Avita's sales strategies for 2024 include price adjustments and product lineup expansions, but these efforts have not yielded significant results, leading to a "good reputation but poor sales" scenario [2] Product Features - The Avita 12 four-laser version features a comprehensive Huawei four-laser radar system, including three long-range high-sensitivity laser radars and one rear high-precision solid-state laser radar, providing 360° perception coverage [2] - The vehicle's intelligent driving hardware configuration shows advantages over competitors, which typically have only 1 to 3 laser radars focused mainly on forward perception [3] Strategic Development - The launch of the four-laser version is a key milestone in Avita's "Strategy 2.0," which aims to deepen the integration of the CHN model (Changan, Huawei, CATL) into a strategic partnership [3] - The strategy includes a shift from technical cooperation to a HI PLUS model, expanding collaboration from technology supply to product development, marketing, and ecosystem building [3] - Avita plans to launch five upgraded models by 2026 and a total of 17 models by 2030, targeting global sales of 800,000 units [3] Market Positioning - In the 300,000 RMB new energy sedan market, hardware specifications are merely entry tickets; the real competitive edge lies in converting technical advantages into user experience benefits [4] - The market performance of the Avita 12 four-laser version will test the effectiveness of the "technology down" strategy and is crucial for Avita to break through the current market landscape [4]

Core Viewpoint - The collaboration between GAC Group and Huawei in the automotive sector is deepening, with the establishment of the new brand "HuaWang" aimed at the high-end market, specifically targeting the 300,000 yuan segment, and planning to launch two new models in the near future [4][5][9]. Group 1: Collaboration Details - GAC Group has been collaborating with Huawei since 2017, initially as one of the first companies to adopt Huawei's HI model, and the partnership has intensified since last year [7][9]. - The new brand HuaWang will feature two models, a sedan and an SUV, with powertrains including pure electric and range-extended options, expected to be launched next year [5][9]. - Huawei's involvement in the HuaWang project includes significant participation in vehicle definition, product design, research and development, and marketing, resembling the HI PLUS model [8][9]. Group 2: HI PLUS Model - The HI PLUS model represents an evolution from the HI model, allowing Huawei to have a greater role in the entire vehicle development process, including planning, design, and marketing [8][10]. - GAC has granted Huawei substantial decision-making power in the HuaWang project, with Huawei leading the product definition and positioning [9][10]. - The introduction of the HI PLUS model is a response to the increasing demand for deeper collaboration between traditional automakers and Huawei, as the automotive industry faces accelerated competition [10][11]. Group 3: Market Context - Huawei's automotive business has faced challenges, but recent successes with models like the AITO M7 have boosted sales and profitability, leading to increased collaboration opportunities with various automakers [10][11]. - The automotive industry is undergoing a phase of rapid elimination, prompting more traditional car manufacturers to seek partnerships with Huawei to enhance their market competitiveness [10][11]. - As Huawei expands its partnerships through the HI PLUS model, it faces the challenge of balancing resource allocation and maintaining product differentiation in a competitive market [11].

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].