Core Viewpoint - Huawei's Executive Director and Chairman of Terminal BG, Yu Chengdong, announced the upcoming introduction of the AITO Wenjie M9's external voice parking feature, enhancing the vehicle's parking capabilities [1] Group 1: Product Features - The Wenjie M9's external voice parking function can be used in conjunction with Huawei's QianKun Intelligent Driving ADS 4, which supports parking assistance from parking space to parking space [1] - The vehicle will provide voice reminders for parking out of the space, allowing for a more user-friendly parking experience [1] Group 2: Safety and Communication - In the event of a collision while parked, the Wenjie M9 will activate a sentinel mode notification, enabling the owner to remotely view the situation and communicate with involved parties [1] - Owners can initiate smart parking, which will also include voice reminders for parking out of the space [1]

Core Insights - The article discusses the unveiling of Huawei's latest ADS 4.0 autonomous driving system, integrated with the Hongmeng operating system, during the "Fifth Realm" event in Lushan [2]. Group 1 - Huawei's ADS 4.0 represents a significant advancement in autonomous driving technology [2]. - The integration of the Hongmeng operating system aims to enhance the overall performance and user experience of the autonomous driving system [2].

Group 1: US-China Relations - Wang Yi's meeting with the US congressional delegation is seen as a "ice-breaking" visit, marking the first such visit since 2019, which may help stabilize US-China relations[2] - Continued high-level exchanges between the two countries are encouraged to explore cooperation and address differences[2] Group 2: Market Trends - Tianhong's Yu'ebao money market fund has reduced its custody fee from 0.08% to 0.07%, marking the first fee reduction in over 10 years, amidst a broader trend of fee reductions in money market funds[2] - The overall market sentiment is expected to improve as capital market reforms continue to release benefits for investors[2] Group 3: Economic Indicators - The National Energy Administration reported that total electricity consumption reached 1,015.4 billion kWh in August, a year-on-year increase of 5.0%, indicating strong domestic electricity demand[4] - The 10-year government bond yield is currently at 1.877%, with a change of 1.44 basis points, while the DR007 rate is at 1.475%, down by 1.34 basis points[5] Group 4: Stock Market Performance - The A-share market's trading volume over the past six months is reported at 25,185 billion yuan, with a turnover rate of 4.75%[14] - The top three performing sectors are banking, coal, and electric equipment, indicating sector-specific investment opportunities[20]

Key Points - Jinzi Ham (002515.SZ) is venturing into the semiconductor industry with a planned investment of up to 300 million yuan to acquire up to 20% equity in Zhongsheng Microelectronics, indicating a strategic shift towards high-growth sectors like AI and optical communication [3][5] - The company's stock surged to a daily limit of 7.85 yuan, resulting in a market capitalization increase of nearly 1 billion yuan on September 23 [3] - Jinzi Ham has previously attempted to diversify into healthcare and internet finance, but most of these ventures were unsuccessful [5] Group 1 - Jinzi Ham's investment in Zhongsheng Microelectronics reflects a broader trend of traditional companies diversifying into technology sectors [3][5] - The company aims to leverage the growth potential of the AI industry and optical communication markets [3] - The announcement of this investment comes after a change in the company's controlling shareholder and management team [5] Group 2 - The stock market reaction to Jinzi Ham's announcement demonstrates investor confidence in the company's new direction [3] - The investment strategy aligns with the increasing interest in semiconductor technology amid rising demand for AI applications [3][5] - Jinzi Ham's core business remains in meat products, but this move signifies a potential shift in focus towards technology-driven growth [3][5]

Group 1 - Shanghai Green捷 Company is under investigation for allegedly concealing food safety information related to shrimp dishes supplied to schools, leading to a police investigation and the detention of relevant personnel [3] - Avita Technology plans to submit its IPO application to the Hong Kong Stock Exchange in Q4 2023, with a target to complete the listing by Q2 2024 [5] - Jaguar Land Rover has extended its production halt until October 1, 2025, due to a cybersecurity incident [11] Group 2 - New Stone Technology has delivered its 10,000th autonomous vehicle, marking a significant milestone in the scale application of autonomous delivery [9] - BOSS Zhipin has banned 2,000 accounts for violations related to sexual harassment and inappropriate job postings from June to August [11] - The Shanghai Disney Resort plans to expand its "Soaring Over the Horizon" attraction, increasing its visitor capacity by approximately 50% [18] Group 3 - The top ten SUV manufacturers in China sold 6.488 million units from January to August 2025, accounting for 66.8% of total SUV sales, with Tesla experiencing a decline in sales compared to the previous year [25] - The pre-sale box office for new films during the 2025 National Day holiday has surpassed 5 million, with "Assassination Novelist 2," "Life of Langlang," and "Volunteer Army: Blood and Peace" leading the pre-sale rankings [27] - The autonomous vehicle sector is seeing significant investment, with companies like Reexen Technology and AESC completing substantial funding rounds to enhance their technological capabilities [19][20]

Core Insights - Alibaba Cloud has launched Qwen3-Omni, the industry's first native end-to-end multimodal AI model, ahead of the Yunqi Conference [1] - Zebra Intelligent Driving (斑马智行) is the first to integrate this technology, showcasing its Auto Omni solution at the conference [1] - The Auto Omni solution features an end-to-end architecture, leveraging Alibaba Cloud's Qwen Omni and Qualcomm's Snapdragon 8397 chip, promising significant advancements in product experience [1] Group 1 - The Auto Omni solution will be officially launched on September 26, in collaboration with Alibaba Cloud and Qualcomm [1] - The Snapdragon 8397 platform offers a substantial computational power increase to 320 TOPS, making it a preferred choice for high-end smart vehicles [1] - The year 2025 is anticipated to be the milestone for deploying end models in vehicles, as the computational capabilities of mainstream cockpit SoC chips are significantly enhanced [1] Group 2 - The introduction of multimodal end-side large models is expected to provide better options for the industry and users, even before full multimodal technology is implemented in vehicles [1]

9月23日，华为终端董事长余承东在鸿蒙智行秋季新品发布会上宣布，全新问界M7小订累计突破 230000。全新问界M7在外观设计、空间座舱、性能驾控与安全能力等维度进行了更新。 新车增程版 27.98万元起售，纯电版31.98万元起售。 ...

Core Insights - The collective car delivery event at Huawei's headquarters marked a significant milestone in the strategic partnership between Avita and Huawei, with over 3,000 vehicles delivered to Huawei employees, setting a record for employee vehicle purchases in the smart car sector [1][4] Group 1: Product Strength - Huawei employees' selection of Avita vehicles reflects high standards and expectations, recognizing Avita's advantages in technology, safety, and design [2] - Avita's entire lineup features Huawei's advanced technologies, including the latest ADS 4 driving system, which will soon enable full scene experiences through OTA updates, and the HarmonyOS 5.0 cockpit that supports multi-modal interactions [2] - Avita has achieved a benchmark in safety with a record of 190,000 vehicles delivered without self-ignition, showcasing its commitment to safety in the electric vehicle market [2] Group 2: Strategic Cooperation - The delivery of 3,000 vehicles signifies a deepening collaboration between Avita and Huawei, transitioning from technical supply to full-chain co-creation [4] - The partnership, established in 2019, has produced four successful models, with a cumulative sales figure exceeding 190,000 vehicles, and a monthly sales record of over 10,000 units for six consecutive months [4] - Future plans include joint development of new models such as pure electric sports cars and luxury MPVs, enhancing Avita's product matrix [4] Group 3: Future Plans - Avita aims to launch 17 new models by 2030, covering a wide range of vehicle categories including sedans, SUVs, MPVs, and sports cars, to establish a comprehensive product matrix [5][6] - The company plans to expand globally, entering over 50 countries by 2025 and reaching 80 countries by 2030, with over 700 sales channels, positioning itself as a benchmark for Chinese smart car exports [6]

Core Viewpoint - The collaboration between Dongfeng Motor and Huawei is evolving from project-level cooperation to deeper organizational and capability integration, reflecting a strategic partnership aimed at enhancing product development and operational efficiency [1][2]. Group 1: Strategic Collaboration - High-level meetings between Dongfeng's chairman and Huawei's leadership indicate a strong commitment to the partnership, emphasizing the importance of safety and quality in automotive manufacturing [1]. - The discussions have expanded beyond technology and products to include governance, operational mechanisms, and talent development, showcasing a comprehensive approach to collaboration [1]. - The partnership aims to replicate the success of the Seres model, which has thrived under Huawei's support, suggesting a potential for creating a "central enterprise version of Seres" [1][3]. Group 2: Product Development and Market Positioning - Dongfeng currently lacks standout products and seeks to leverage Huawei's technology and market channels to develop potential star models [2]. - The rapid pace of collaboration, marked by a strategic agreement in May and the establishment of a joint innovation lab in September, indicates a swift transition from planning to execution [2]. - The partnership has led to the delivery of over 3,000 Avita vehicles to Huawei employees, highlighting the tangible outcomes of their collaboration [3]. Group 3: Technological Advancements - Huawei's advanced ADS 4 system, featuring multiple sensors and capabilities for high-level automation, positions Dongfeng favorably in the evolving regulatory landscape [4]. - The establishment of a joint innovation lab allows for shared methodologies and capabilities, marking a shift from a supplier relationship to a co-creation model in the automotive industry [4]. Group 4: Long-term Implications for Dongfeng - In the short term, the collaboration has already resulted in the launch of vehicles like the Mengshi M817, which integrates Huawei's intelligent systems [5]. - The joint innovation lab is expected to accelerate Dongfeng's development in software platforms and data management, addressing complexities in multi-brand operations [6]. - Dongfeng's long-term strategy involves integrating manufacturing processes with smart technology, aiming for a cohesive hardware, power, and software framework [6]. Group 5: Industry Dynamics - The partnership exemplifies a new collaborative model between state-owned enterprises and technology firms, moving from a supplier relationship to a more integrated approach [3][7]. - The success of this collaboration will depend on regulatory developments, cost management in software and hardware integration, and balancing brand differentiation within a multi-brand strategy [7]. - Huawei's role has shifted from a technology provider to an industry collaborator, enhancing its influence across various automotive sectors through partnerships with multiple manufacturers [6][7].

杨青表示，东风汽车正积极推动新能源、智能化跃迁，将与华为持续深化战略协同，共同面对产业变革与市场挑战。任正非表示，汽车行业的根本是要把车 造好，车的最高级别就是安全。徐直军表示，华为将全力支持东风汽车转型发展。 每经记者｜孙桐桐 每经编辑｜余婷婷 据东风汽车官方消息，9月22日，东风汽车董事长、党委书记杨青赴深圳，与华为公司创始人任正非及华为公司徐直军会谈，双方围绕强化战略互信、深化 战略合作、推进企业治理与运营机制创新等议题进行了深入交流。 据了解，在"Hi"模式下，华为主要提供智能汽车解决方案，车企在产品定义和销售渠道上有较大自主权，双方在一些环节的协同深度有限；"智选车"模式 中，华为深度参与产品定义、设计以及销售渠道建设，车企的主导权在一定程度上受到影响。 东风汽车与华为探索的新模式，将在开发端进一步强化合作。华为将全面开放自身流程与体系能力，东风汽车将积极引入华为的先进管理方法，促进与现有 流程体系的协同与创新，双方将从项目初始阶段就展开紧密协作。 东风猛士方面认为，无论后续合作模式如何创新，可以肯定的是，在集团的整体部署下，东风猛士与华为将以更开放的姿态开展合作，向产品定义、营销以 及生态服务等方 ...