新汽车生态合作，报名中国版CES！ 2025年11月20日，在华为乾崑生态大会上，华为智能汽车解决方案BU CEO靳玉志，用一组市场数据揭开了这场行业盛会的序幕。 这场持续2小时的生态大会，不仅全面展示了华为乾崑在智能汽车领域的技术实力与生态构想，更开启了华为乾崑规模化赋能汽车产业的新篇章 ——从技术供应商向深度赋能合伙人 的 角色转变。 当现场大屏幕分别展示出华为乾崑与广汽合作的"启境"、与东风合作的"奕境"标识时，台下媒体的闪光灯早已连成一片。 随着"境"系列品牌正式走到台前，华为乾崑手握"境""界"两张王牌的格局已然形成。 这不仅是华为乾崑生态图谱的首次全景呈现，更预示着中国智能汽车产业的竞争格局，或将迎来一次深刻的重塑。 "境"生何处？ 撰文 | 常 笑 编辑 | 黄 大 路 设计 | 甄 尤 美 "在中国市场，每卖出两台豪华车，就有一台搭载华为乾崑智驾系统。" "境"，一个充满东方哲学韵味的字眼，如今被华为乾崑赋予了新的产业内涵。 作为系列品牌的首批成员，"启境"品牌的面纱，其实在今年10月便已在央视财经《对话》栏目中提前揭开。其品牌命名"启"象征开启智能出行新 篇章，"境"则寓意通过领先智能技术带 ...

Core Insights - Huawei QianKun officially launched the "Qijing" brand in collaboration with GAC Group, marking a shift in its automotive intelligence strategy from isolated breakthroughs to a comprehensive ecosystem approach [1] - The introduction of the "Yijing" brand by Dongfeng Motor simultaneously highlights the growing trend of smart vehicle integration in the automotive industry [1] Market Dynamics - The global smart vehicle market is undergoing significant transformation, with the penetration rate of new energy vehicles exceeding 48% and expected to surpass 50% by 2025 [3] - The installation rate of L2 and above advanced driver-assistance systems (ADAS) in new energy passenger vehicles reached 77.8% in the first four months of this year, indicating a strong consumer demand for smart features [3] - 71.9% of consumers prioritize smart cockpit features when purchasing vehicles, while 69.3% focus on in-car interaction experiences [3] Competitive Landscape - The Chinese automotive industry faces urgent challenges in maintaining its competitive edge in smart technology, as other countries are also advancing in core intelligent technologies [4] - The development paths for smart technology in China include focusing on higher-level autonomous driving and shifting core competencies towards AI and smart solutions [4] Strategic Partnerships - The "Jing" series brands represent a critical link in Huawei QianKun's transition from technology to commercial application, allowing automotive partners to define branding and product design while Huawei provides core technology [7] - This partnership model reduces the barriers for traditional automakers to embrace smart technology, facilitating a collaborative approach to innovation [9] Technological Integration - Huawei's approach emphasizes a unified technology base, allowing automakers to focus on their strengths while leveraging Huawei's advanced solutions [10][11] - The collaboration aims to enhance the competitive capabilities of automakers by providing them with essential technological support and methodologies [10][11] Consumer Impact - The introduction of the "Jing" series is expected to enhance market recognition and consumer trust, enabling brands to achieve sales breakthroughs [13] - The anticipated launch of GAC's "Qijing" and Dongfeng's "Yijing" models will incorporate Huawei's intelligent solutions, potentially increasing product value and consumer satisfaction [15] Ecosystem Development - The "Jing" and "Jie" brands represent a strategic expansion of Huawei QianKun's market coverage, allowing for a more granular approach to consumer needs [17] - The dual-brand strategy aims to create a comprehensive ecosystem that supports various market segments and enhances the overall user experience [25] Future Outlook - Huawei QianKun's strategy is designed to maximize the value of its technological investments, with a projected R&D expenditure of over 100 billion in 2024 alone [15] - The cumulative mileage of 58.11 billion kilometers from various models demonstrates the effectiveness of Huawei's technology and its potential to accelerate the industry's shift towards smart connectivity [22]

Core Insights - The article discusses the launch of the "Qijing" brand by Huawei QianKun in collaboration with GAC Group, marking a shift in Huawei's automotive strategy from isolated breakthroughs to a comprehensive ecosystem approach [1] - The global smart vehicle market is undergoing significant transformation, with the penetration rate of new energy vehicles exceeding 48% and expected to surpass 50% by 2025 [2][3] - Consumer demand for intelligent features such as smart cockpits and advanced driver assistance systems (ADAS) is surging, with 71.9% of users prioritizing smart cockpits in their purchasing decisions [2][3] Market Dynamics - The Chinese automotive market, with annual sales exceeding 20 million vehicles and a vehicle ownership of 450 million, presents vast opportunities for smart driving technology [3] - The need for advanced technology is critical, as highlighted by industry experts who emphasize the urgency for Chinese automakers to enhance their competitive edge in smart driving and AI [4][5] Technological Collaboration - The "Qijing" brand represents a strategic partnership where car manufacturers define branding and product design, while Huawei focuses on providing core technology and comprehensive smart vehicle solutions [9][11] - This collaboration lowers the barriers for traditional automakers to embrace smart technology, allowing them to concentrate on their strengths while leveraging Huawei's expertise [11][13] R&D Investment - Huawei QianKun's significant R&D investment, projected to exceed 100 billion in 2024, aims to maximize the value of its technological advancements through large-scale applications [18][27] - The first products under the "Qijing" brand are expected to launch in mid-2026, showcasing Huawei's technology in smart solutions [18] Ecosystem Development - The introduction of the "Qijing" and "Yijing" brands signifies a shift from enterprise-level competition to ecosystem-level expansion, with Huawei positioning itself as a key player in the smart vehicle industry [24][30] - The dual-brand strategy allows for a broader market reach and the establishment of a unified technology base, facilitating diverse cooperation models among automakers [20][31] Consumer Experience - The "Qijing" series promises a consistent user experience across different brands, enhancing consumer trust and simplifying decision-making in vehicle purchases [27][28] - The integration of Huawei's OTA capabilities ensures that vehicles remain updated with new features, increasing their lifecycle value and user engagement [27][28]

Core Viewpoint - Dongfeng and Huawei are collaborating on the DH project, aiming to enhance smart mobility and create a new family car experience through technology and quality [4][9]. Group 1: Project Overview - The DH project is a joint initiative between Dongfeng and Huawei, focusing on providing a new way of smart travel for consumers [4]. - Dongfeng is soliciting suggestions for the Chinese name and logo of the DH project, with submissions due by October 28 [1]. Group 2: Sales and Market Performance - Since the 14th Five-Year Plan, Dongfeng has launched several automotive brands, primarily focusing on electric vehicles, including high-end brand Lantu and mainstream brands like Dongfeng Fengshen, Dongfeng Yipai, and Dongfeng Nano [5]. - In 2024, Dongfeng Passenger Vehicle Company is projected to sell 213,400 vehicles, marking an 82.4% year-on-year increase, with 104,800 units sold in the first half of the year, a 23% increase [5]. Group 3: Strategic Developments - To improve efficiency and reduce internal competition among brands, Dongfeng integrated its three main brands into Dongfeng Yipai Automotive Technology Company [5]. - Dongfeng Yipai announced a strategic plan called "Future Wings," focusing on technology, products, branding, and overseas expansion to accelerate growth [5]. Group 4: Product Development - By 2028, Dongfeng Yipai plans to expand its product lineup to 20 models, with a focus on mainstream technology and intelligent premium series, developed in collaboration with Huawei [6]. - New technologies such as the Qiankun Intelligent Driving ADS 4 and Harmony Cabin 5 will be integrated into products resulting from the Dongfeng and Huawei partnership [6]. Group 5: Strategic Partnerships - Dongfeng has significantly increased investments in electric and intelligent vehicle sectors, with Huawei acting as a catalyst for this progress [9]. - Following the success of Lantu, Dongfeng aims to replicate this model with Dongfeng Yipai and other brands, enhancing overall brand value [9]. - Recent discussions between Dongfeng's chairman and Huawei's leadership focused on strengthening strategic trust and deepening cooperation [11].

Core Viewpoint - The launch of the Shangjie H5, a new model co-developed by SAIC and Hongmeng Zhixing, marks a significant step in the electric vehicle market, showcasing advanced technology and features aimed at enhancing user experience and safety [6][8]. Group 1: Product Specifications - The Shangjie H5 has dimensions of 4780mm in length, 1910mm in width, and 1664mm in height, with a wheelbase of 2840mm [6]. - It offers six color options: Gold Black, Moon Rock Gray, Elegant River Green, Cloud Water Blue, Midsummer Purple, and Ceramic White [6]. - The vehicle features a spacious interior with a yacht-style cockpit, extensive soft-touch materials, and a large 601L trunk, expandable to 1837L with rear seats folded [7]. Group 2: Performance and Technology - The pure electric version of the Shangjie H5 boasts a maximum range of 655km and a low energy consumption of 13.4kWh per 100km [7]. - The range-extended version offers a pure electric range of 235km and a combined range of 1360km with full fuel and battery, achieving a fuel consumption of only 4.44L per 100km [7]. - It is equipped with Huawei's Qian Kun intelligent driving ADS 4, featuring advanced sensing capabilities with three 4D millimeter-wave radars and 192 laser radars [7]. Group 3: Safety Features - The vehicle incorporates a high-strength body structure with 84% high-strength steel, ensuring passenger safety [7]. - It includes multiple safety features such as enhanced automatic emergency steering assistance and collision avoidance systems [7]. - The Shangjie H5 is equipped with seven airbags as standard, enhancing occupant protection during accidents [7]. Group 4: Pricing - The starting price for the range-extended version of the Shangjie H5 is 159,800 yuan, while the pure electric version starts at 165,800 yuan [8].

Group 1 - Dongfeng Motor Group Co., Ltd. announced the establishment of a joint venture focused on manufacturing and selling smart off-road vehicles under the Hummer brand, with a registered capital of RMB 8.47 billion [1] - The joint venture will involve contributions from Dongfeng Group, Dongfeng Motor Co., and other partners, with Dongfeng Group contributing intangible asset usage rights and physical assets [1] - The new joint venture aims to leverage Huawei's technology to enhance the Hummer brand's offerings in the high-end off-road vehicle market [2][4] Group 2 - Dongfeng's high-end new energy brand, Lantu, has seen significant growth, with sales exceeding 80,000 units from January to August, a year-on-year increase of 94.3% [4] - Lantu's financial performance has improved, with a projected tax-adjusted net loss of RMB 180 million in 2024, a significant reduction from RMB 1.472 billion in 2023 [4][6] - The partnership with Huawei has been pivotal for Lantu, with new models featuring advanced Huawei technologies [4][6] Group 3 - Dongfeng is replicating Lantu's success by creating another high-end new energy brand, Hummer, which has already launched two models and achieved sales of 2,451 units from January to August, an increase of 88.8% [7] - The Hummer brand is focusing on the niche off-road market and aims to strengthen its brand recognition through innovation and collaboration with Huawei [7] - The Hummer M817 model, developed in collaboration with Huawei, features advanced technology and is expected to enhance the brand's market presence [7] Group 4 - Dongfeng Nissan's production facility in Xiangyang has faced declining sales, with a 10.6% year-on-year drop in total sales for the first eight months of the year [10][12] - The Xiangyang plant, which has a maximum annual production capacity of over 200,000 vehicles, is undergoing transformation to address overcapacity issues [10][12] - Dongfeng is actively working to optimize production capacity across its facilities, with plans to expand the Xiangyang plant's capacity to 300,000 vehicles in the long term [12]

Core Viewpoint - The launch of the new Lantu Zhiyin marks a significant advancement for Lantu Automotive, aiming to disrupt the 200,000 yuan pure electric SUV market with high-quality features and competitive pricing [1][3]. Group 1: Product Launch and Features - Lantu Zhiyin was launched on August 28, with three versions: rear-drive Qiankun, four-wheel-drive Qiankun, and ultra-long-range Qiankun, priced between 202,900 yuan and 242,900 yuan [1]. - The vehicle boasts a "5 Super New Standards" concept, emphasizing aesthetics, spaciousness, comfort, fast charging, and intelligence, aiming to meet high consumer expectations for electric mobility [1][2]. - It features the highest level of Huawei's intelligent driving capabilities with the ADS Max super version and includes the HarmonySpace 5 cockpit [2]. Group 2: Competitive Positioning - The launch is seen as a strong commitment to being a "user-oriented technology enterprise," positioning Lantu Zhiyin as a competitive force in the mid-to-large family SUV segment [3]. - Lantu Zhiyin will work alongside Lantu FREE+ to form a "hybrid + pure electric" product matrix, enhancing Lantu's differentiated competitive edge in the market [3]. - The introduction of this model is expected to inject strong product momentum and market confidence ahead of Lantu's potential listing on the Hong Kong Stock Exchange [3].

Group 1 - The core viewpoint of the article is the launch of the new Lantu Zhiyin in Chengdu, which offers three versions with prices ranging from 202,900 to 242,900 yuan, along with exclusive sales benefits for early customers [1][4] - The rear-drive version of Lantu Zhiyin is available for immediate delivery, showcasing the company's strong delivery capabilities and system strength [4] - Lantu Zhiyin is positioned as the "fifth generation pure electric SUV" with 1,202 specialized upgrades, aiming to set a new standard in the industry with its "five super" features: super aesthetics, super space, super comfort, super fast charging, and super intelligence [4][6] Group 2 - The vehicle is equipped with Huawei's advanced driving assistance system, ADS Max, and the HarmonySpace 5 cockpit, representing the highest level of intelligent driving capabilities under current regulations [6] - Lantu Zhiyin boasts the industry's largest 90.8% usable space rate and 1,038mm rear legroom, emphasizing its spaciousness [6] - The model features high-end configurations such as cloud-like zero-pressure seats typically found in vehicles priced at 500,000 yuan, enhancing the overall driving experience [6] Group 3 - The launch of Lantu Zhiyin is a strong commitment to the company's vision as a "user-oriented technology enterprise" and aims to disrupt the current market landscape for electric SUVs priced around 200,000 yuan [6] - Lantu Zhiyin will form a dual matrix with Lantu FREE+, enhancing the company's competitive edge in the mid-to-large family SUV segment [6] - The introduction of this model is expected to inject strong product momentum and market confidence ahead of the company's potential listing on the Hong Kong Stock Exchange [6]

Group 1 - Dongfeng Group's subsidiary, Lantu Automotive, will be listed on the Hong Kong Stock Exchange through an introduction listing, while Dongfeng Group will complete its privatization and delisting [3][4] - The transaction involves a "share distribution + absorption merger" model, where Dongfeng Group will distribute 79.67% of its shares in Lantu to all shareholders and then absorb the remaining shares [3][4] - H shareholders will receive 0.3552608 shares of Lantu for each H share held, along with a cash payment of HKD 6.68, resulting in a total theoretical value of approximately HKD 10.85 per H share [4][5] Group 2 - Lantu Automotive has shown rapid growth, with a projected delivery of 85,697 vehicles in 2024, representing a year-on-year increase of about 70% [12] - The company has been operating independently and is recognized as a high-end electric vehicle brand under Dongfeng, with a focus on market-driven operations [12][23] - Lantu's collaboration with Huawei has led to the development of the Lantu Zhiyin, which is positioned to compete with models like Tesla Model Y [14][23] Group 3 - Dongfeng Group's stock has been underperforming, with a market value of HKD 49.268 billion and a share price of HKD 5.97 prior to suspension [6][7] - The overall acquisition price for the transaction is HKD 10.85 per share, with cash compensation of HKD 6.68 and equity compensation of HKD 4.17 [5] - After the transaction, Dongfeng will remain the largest shareholder with approximately 62% ownership, while independent H shareholders will hold about 20.85% [20]

Core Insights - Dongfeng Warrior M817 has officially launched as the first luxury off-road vehicle deeply integrated with Huawei's QianKun intelligent automotive solutions, priced between 319,900 to 349,900 yuan [1] Group 1: Product Features - The M817 is equipped with the latest QianKun Intelligent Driving ADS 4, featuring upgraded "car-to-car" functionality to P2P 2.0, enabling autonomous highway ETC passage and zero intervention for intercity commuting [1] - ADS 4 offers comprehensive parking capabilities covering over 160 types of parking spaces, addressing the parking challenges of large off-road vehicles [1] - The vehicle's dimensions of 5.3 meters allow it to fit into standard parking spaces, expanding the usage scenarios for off-road SUVs [1] Group 2: Safety and Technology - QianKun Intelligent Driving ADS 4 is the first in the industry to stop at 130 km/h and still function at 150 km/h with AEB [3] - The vehicle features a 192-thread laser radar that accurately identifies complex obstacles, enhancing safety in challenging road conditions [3] - The M817 includes the HarmonyOS Cockpit 5, which allows for zero-latency transfer of mobile applications and transforms the dashcam into a travel photography tool [3] Group 3: Connectivity and User Experience - The QianKun Vehicle Control System introduces the concept of "software-defined off-road," offering over 1,000 atomic services for personalized user experiences [3] - The Star Flash Key provides 0.5-meter precision for seamless unlocking, while the QianKun Cloud System supports real-time vehicle environment monitoring via mobile [3] - Huawei's Whale Fin Communication T-BOX technology achieves dual-network standby functionality, improving network coverage by 14% and optimizing smoothness by 25% [3]