Core Insights - Huawei's strategy focuses on "not manufacturing cars, but helping car manufacturers build better cars," emphasizing a collaborative ecosystem for smart mobility [1][6] - The expansion of Huawei's ecosystem includes partnerships with 14 car manufacturers and 33 mass-produced models, aiming for a new growth path in the intelligent automotive sector [1][6] Technology and Innovation - The upgraded ADS Pro features the first mass-produced cabin laser vision Limera, enhancing forward perception capabilities and supporting urban navigation assistance [1] - The all-dimensional collision avoidance system CAS 4.0 offers comprehensive safety coverage across various scenarios, with the urban NCA function set to launch in Q1 2026 [1][2] - The ADS Max version introduces multiple safety upgrades, including eAES2.0 and advanced animal recognition, with L3-level highway assistance in the final testing phase [2] Market Positioning - Huawei's ecosystem aims to meet diverse consumer needs across different price segments, from entry-level to luxury vehicles, ensuring no compromise between budget and intelligence [3][4] - The newly announced "Jing" series enhances the product matrix, targeting both high-end and family markets, with models equipped with Huawei's intelligent mobility solutions [4] Value Evolution - Huawei's OTA technology redefines the lifecycle value of vehicles, allowing continuous software upgrades that enhance vehicle performance and user experience [5][6] - The OTA upgrades have significantly improved user engagement, with a 95.2% active user ratio for Huawei's intelligent driving solutions, indicating strong value recognition [5] Industry Impact - Huawei's approach accelerates the transition of intelligent technology from a luxury option to a standard feature for all users, addressing the low penetration of assisted driving models in China's vehicle market [6] - The collaboration and technological advancements provided by Huawei are seen as crucial for Chinese automotive companies to gain a competitive edge in the global smart mobility landscape [6]