新汽车生态合作，报名中国版CES！ 撰文 | 温 莎 编辑 | 黄 大 路 设计 | 甄 尤 美 2025 年 11 月 24 日，极氪宣布了一项针对老款车型的智能驾驶系统升级众筹计划。 具体而言，就是 2024 款极氪 001 和 009 能够从 Mobileye EyeQ5H 系统升级至自研 G-Pilot H7 系统，升级之后系统算力从 48 TOPS 提升至 700 TOPS 。 这还要从极氪上一代拉胯的智驾表现开始说起，由于算力和"黑盒"模式， 2024 款 001 和 009 的智驾功能体验不佳。 这不由得让人想起一年多前的 2024 年 8 月 14 日，一群愤怒的车主拉着横幅冲进了杭州极氪大厦。 原因是前一天晚上，极氪发布的 2025 款极氪 001 和 2025 款极氪 007 背刺老车主：前者采用全新智驾软硬件并升级了座舱，同时维持原价；后者 升级了智舱智驾，除顶配四驱版外，却还普遍降价 2 万— 3 万元。 有哲学家说，苦难是人生的老师，挫折是智慧的保姆。也许去年的教训太惨痛了，极氪的变化来得很快。 一年以后， 2025 年 9 月 14 日，丽江举行的极氪全球用户委员会理事共创会上，有 ...

刘嘉铭介绍，启境将在2026年推出两款新车。目前，有着"华系最美猎装轿跑"之称的车型已顺利完成极 端高温环境测试与设计定型，预计于明年6月正式上市交付。 商报讯(记者郭雨昕)日前，在华为乾崑生态大会上，启境品牌首次正式公开亮相。启境是华为乾崑和启 境团队联合打造的全新高端智能新能源汽车品牌，由广汽集团投资，致力于共同铸造年轻高端可信赖 的"品智旗舰"。作为华为乾崑"境"系列开篇之作，启境承载着华为乾崑对智能汽车未来发展的战略构 想，也宣告其在高端智能汽车领域的品牌布局正式启航。 启境品牌CEO刘嘉铭表示，华为乾崑与启境团队构建起紧密高效的联动机制，双方以精准的用户洞察为 切入点，充分整合各自在技术研发与资源整合上的优势，在造型工程优化、智能交互体验升级、底盘性 能精细调校及全维度安全体系搭建等关键领域，稳步推进扎实且高效的联合研发工作。刘嘉铭坦言，华 为乾崑与启境团队初期因看待问题的视角差异，沟通中不乏观点"碰撞"。但双方坚持"以用户为中心"为 共同导向，通过深度交流凝聚共识、形成认知互补，将分歧转化为挖掘用户潜在需求的动力。这种交锋 让启境精准捕捉到未被满足的需求痛点，携手打磨解决方案，实现了资源高效整合与 ...

Core Insights - Huawei has significantly expanded its presence in the automotive sector, showcasing multiple vehicle brands at the Guangzhou Auto Show, including two new brands, "启境" (Qijing) and "奕境" (Yijing), in addition to its existing "五界" (Wujie) brands [1][4][11] - The differentiation between "界" (Jie) and "境" (Jing) brands lies in their collaboration models, with "界" brands being more supplier-oriented and "境" brands focusing on deeper co-creation with automotive partners [3][7][10] Brand Strategy - Huawei's "五界" brands are positioned in the mainstream family market, covering price ranges from 150,000 to 1,000,000 RMB, while "境" brands target a younger demographic with a focus on high-end smart electric vehicles priced between 300,000 and 400,000 RMB [8][10] - The "境" series represents an upgrade from the HI model, emphasizing collaborative development in technology and market insights, rather than a simple supplier relationship [4][6] Collaboration Models - Huawei's collaboration with automotive companies can be categorized into three models: component supplier, HI model (Huawei Inside), and the smart car model (鸿蒙智行生态联盟), with varying degrees of involvement and control [3][6] - The "境" brand is managed by Huawei's Car BU, which has been restructured to enhance collaboration and innovation in the automotive sector [3][11] Market Impact - As of now, Huawei has partnered with 14 automotive brands, with 33 models in development, and anticipates that the number of cooperative models will reach 80 by next year [11] - The introduction of the "境" series is seen as a strategic move to adapt to market changes and meet the diverse needs of automotive partners, enhancing Huawei's position as a technology enabler in the automotive industry [11][13] Competitive Landscape - Despite Huawei's technological advancements in the automotive sector, the market remains competitive with other players like Momenta also gaining traction among automotive manufacturers [14] - The collaboration between Huawei and automotive companies is expected to drive the smart automotive industry's growth, fostering innovation and improving overall competitiveness in the global market [14]

张永伟表示，中国在动力电池、智能化零部件等领域已成为全球中心。动力电池全球装机份额接近 70%，连续十几年领跑全球；智能化领域实现从"输入"到"输出"的转变。预计"十五五"末中国汽车产量 将达4000万辆，本土制造成为新趋势。 合肥工业大学汽车与交通工程学院副院长夏光指出，相较于竞争激烈的智驾领域，底盘升级空间巨大。 目前国内底盘国产化水平相对落后，传统底盘与新能源汽车要求存在不匹配，底盘性能直接影响智能驾 驶落地效果。 安徽省汽车战略咨询委执行秘书长任林杰表示，全球汽车产业正经历深刻变革。以智能化、网联化为核 心的AI汽车将成为产业主战场；全球新能源汽车渗透率预计2030年接近50%；逆全球化趋势加深；整车 架构将发生颠覆性变化。 蔚来汽车供应链发展部助理副总裁辜向利介绍，当前行业竞争激烈，供应链保供压力巨大。蔚来坚持技 术创新，与合作伙伴联合攻克关键技术，积极应对开发周期缩短和需求波动挑战。目前新品开发周期已 压缩至20个月，"近地化布局"成为关键策略。蔚来在淮南已有17家合作伙伴，通过近地化布局可降低 20%—30%综合成本。 本报讯 （记者刘钊）11月20日至21日，智能新能源汽车供应链创新暨淮南深度 ...

Core Insights - Xiaomi's automotive division achieved a significant milestone by rolling off its 500,000th vehicle in just 602 days, setting a record for the fastest production ramp-up in the global new energy vehicle sector [1][3][5] Production and Delivery - The production of 500,000 vehicles demonstrates Xiaomi's comprehensive capabilities in research, manufacturing, sales, delivery, and service, marking its entry into a new phase of scale [3] - In Q3 2023, Xiaomi delivered over 100,000 vehicles, achieving a year-on-year growth of 173.4%, with a total of over 260,000 vehicles delivered in the first three quarters [5] - The company expects to exceed its delivery target of 350,000 vehicles this week and aims to deliver over 400,000 vehicles in 2025 [5][9] Quality and Innovation - Xiaomi's automotive factory emphasizes safety and quality, featuring 98 quality inspection stations and over 1,100 production robots, with ongoing technological upgrades [6] - The company has completed 35 technical upgrades to enhance production efficiency and reduce delivery times [6] Industry Impact - Xiaomi's rapid growth reflects the collective rise of China's smart new energy vehicle industry, positively impacting over 300 upstream and downstream suppliers [6] - Partnerships with key suppliers, such as Hesai Technology for lidar systems, highlight Xiaomi's commitment to safety and quality through collaborative innovation [7] Future Plans - Xiaomi plans to continue focusing on safety and quality while accelerating production and enhancing technological innovation, particularly in AI and smart manufacturing [9]

Core Insights - The global automotive industry is undergoing a significant structural transformation driven by electrification, intelligence, and globalization, with supply chain restructuring becoming a core competitive battleground [1] - China's role in the global automotive supply chain is rapidly increasing, with the "Chinese content rate" becoming a key indicator of its influence [2][5] - The transition from "following" to "outputting" in China's supply chain reflects its growing capabilities in electric and intelligent vehicle sectors [3] Supply Chain Dynamics - China's power battery global installation share is nearing 70%, leading the world for several years, while the country has shifted from "mass input" to "gradual output" in the intelligent sector [5] - The expected production of 40 million vehicles by the end of the 14th Five-Year Plan, with 12 million for overseas markets, indicates a significant global footprint [5] - A new "dual factory" model is emerging, where "brain factories" are based in China for process control, and "hand factories" are located overseas for automated production, addressing skilled labor shortages [5] Challenges and Opportunities - Despite the promising outlook, the intelligent electric vehicle supply chain faces challenges such as safety, technology, and collaboration [1][6] - The domestic chassis localization level is lagging, which affects the performance of intelligent driving systems [6] - The automotive industry is entering a critical decade of transformation, with AI and connectivity becoming central to the value chain [6][9] Strategic Responses - Companies are encouraged to build resilient supply chain ecosystems by focusing on system output rather than just vehicle output, promoting local production while leveraging global resources [9][10] - The automotive industry must innovate around supply chains to address existing pain points and achieve cost reduction, efficiency, and compliance [10] - Local governments, like Huainan, are prioritizing the development of the new energy vehicle industry, showcasing a proactive approach to fostering an integrated supply chain ecosystem [17] Globalization and Localization - The need for a balance between local production and global supply chain integration is emphasized, with a focus on local market adaptation for overseas expansion [13][14] - The industry's competitive landscape is shifting towards a shared, multi-layered ecosystem to enhance supply chain resilience and stability [15]

Core Insights - Huawei's QianKun ecosystem officially launched the high-end smart electric vehicle brand "Qijing," developed in collaboration with GAC Group, marking Huawei's entry into the high-end smart car market [1][3] Group 1: Brand and Strategic Vision - Qijing aims to create a young, high-end, and trustworthy flagship in the smart electric vehicle sector, reflecting Huawei's strategic vision for the future of intelligent automobiles [1] - The collaboration between Huawei QianKun and Qijing is defined by the phrase "One Start, Entering the Realm Together," emphasizing a strong partnership focused on user-centric vehicle development [3] Group 2: Development and Innovation - The partnership is characterized by a close and efficient collaboration mechanism, leveraging both parties' strengths in technology research and resource integration to enhance vehicle design, smart interaction, chassis performance, and safety systems [5] - Initial differences in perspectives led to productive discussions, allowing the teams to identify unmet user needs and transform these insights into innovative solutions, achieving a synergistic effect greater than the sum of their parts [5] Group 3: Product Launch and Future Plans - Qijing plans to launch two new models by 2026, with one model, known as the "most beautiful Chinese-style shooting brake," completing extreme high-temperature testing and set for market release in June next year [7] - The brand is positioned to create a premium and technologically advanced smart travel lifestyle, driven by cutting-edge design, exceptional driving experiences, and leading-edge intelligent technologies [7]

Core Insights - Huawei's new high-end smart electric vehicle brand, "Qijing," was officially launched at the Huawei QianKun Ecological Conference, marking a significant step in Huawei's strategic layout in the smart automotive sector [1] - The collaboration between Huawei and GAC Group aims to create a "Dream Car" that integrates dynamic performance, intelligence, safety, and driving pleasure, targeting young users [1][2] - The partnership emphasizes deep integration and co-creation, moving beyond traditional hardware approaches to an ecosystem of collaborative innovation [2] Group 1: Strategic Collaboration - Huawei and GAC Group signed a deepening cooperation agreement on November 30, 2024, initiating the joint creation of the high-end smart automotive brand [1] - The collaboration is characterized by a "shared office, synchronized decision-making" approach, fostering a tightly-knit cooperative mechanism [1][2] - The partnership aims to leverage Huawei's full-stack intelligent technologies and design resources to enhance the Qijing brand [2] Group 2: Product Philosophy and Safety - Qijing's product philosophy focuses on achieving excellence across multiple dimensions, including design, safety, intelligence, control, range, and space [2] - Safety is prioritized in the product development process, with a commitment to rigorous standards and extensive testing [3] - The battery safety measures include 144 safety-related design elements and 86 battery DV testing standards, exceeding new national standards [3] Group 3: Technological Innovations - Qijing vehicles will feature Huawei's digital chassis engine, integrating control across power, braking, body, and chassis systems [3] - The brand will implement Huawei's comprehensive smart solutions, including L3-level autonomous driving capabilities from the outset [4] - A full-chain development system will be established, incorporating Huawei's integrated product development (IPD) framework to ensure alignment with market demands [4] Group 4: Future Plans - Qijing plans to launch two new models by 2026, with the first expected to be delivered in June 2024 [4] - All models will be equipped with Huawei's advanced QianKun smart automotive solutions, enhancing the intelligent driving experience for users [4]

Core Viewpoint - Huawei's QianKun and the Qijing team have launched a new high-end smart electric vehicle brand, Qijing, aimed at creating a young, high-end, and trustworthy flagship in the automotive sector [1] Group 1: Brand and Strategic Vision - Qijing is positioned as the first product in Huawei QianKun's "Jing" series, marking the beginning of its brand layout in the high-end smart automotive field [1] - The vision of Huawei QianKun is to integrate intelligence into every vehicle, enhancing safety and improving the quality of life [3] Group 2: Collaboration and Development - Huawei QianKun and Qijing have established a close and efficient collaboration mechanism, focusing on user insights and integrating their strengths in technology research and resource allocation [5] - Initial differences in perspectives led to productive discussions, allowing both teams to align on a user-centered approach and convert disagreements into insights for unmet user needs [7] Group 3: Product Launch and Features - Qijing plans to launch two new vehicles by 2026, with the first model expected to complete extreme high-temperature testing and design finalization, aiming for market delivery in June next year [9] - The brand aims to create a product offensive with breakthrough designs, exceptional driving experiences, and cutting-edge smart technologies, enhancing the quality and technological feel of smart mobility for users [11]

车解决方案 BU CEO 靳玉志；右：启境品牌CEO刘嘉铭） 大会现场，华为智能汽车解决方案BU CEO 靳玉志给这段合作下了一个颇具画面感的定义："一启入 境，共赴美好。" 在他看来，华为乾崑的愿景，是让智能融入每一辆车，让出行更安全、生活更美好。 而在智能汽车这个竞争加速的赛道上，启境被赋予的是"六边形战士"的角色——造型、驾驶、智能等维 度全面均衡，成为用户心中真正的Dream Car。 与华为乾崑协同共创的背后，是一种相互磨合后的默契。在启境品牌CEO刘嘉铭的叙述中，这段联合研 发经历并非一路顺流。双方初期因看待问题的视角不同，沟通中时常发生观点"碰撞"。但正是在不断的 交锋中，启境精准捕捉到用户未被满足的需求痛点，也通过深度交流形成认知互补，把分歧变成挖掘潜 在需求的线索。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 文/新浪财经上海站 陈秀颖 11月20日，华为乾崑生态大会的主舞台上，一个全新品牌的出现让原本技术密集的发布氛围，多了几分 故事开篇的味道——启境，这个由华为乾崑与启境团队联合打造、由广汽集团投资的新高端智能新能源 汽车品牌，首次正式公开亮相。它不仅是华为 ...