通过六大创新，智能岛制造体系（I²MS）总装自动化率达到行业领先的50%，生产效率提升 30%、物流效率提升80%、制造周期缩短33%，支持20多种不同 车型共线生产，并实现产品全生命周期数据100%可追溯。 上汽通用五菱表示，其全球首创智能岛制造体系（I²MS），具备"工艺可解耦、产线可重构、产能自适应、数据可增值、系统可进化、模式可拓展"六大创新 之处。 作为宝骏汽车全新旗舰大六座SUV，宝骏华境S是上汽通用五菱与华为深化合作的首款车型，集成上汽通用五菱的最新科技成果，同时融合华为乾崑智驾、 鸿蒙座舱、乾崑车云等先进技术。 上汽通用五菱表示，依托智能岛制造体系（I²MS），宝骏华境S在质量和品质方面达到新高度，实现底盘一致性达98%，零件装配精度达到0.1mm 级别，错 装率低至0，升级用户驾乘体验；还实现了多种配置快速生产，可以精准响应用户个性化需求并大幅缩短提车周期。 ...

电智化时代，用户需求向多样化、个性化与智能化转变，汽车更新换代速度不断加快。传统流水线生产模式因产线单一切换慢、成本高、产能爬坡迟缓、质 量稳定性差等诸多问题，已无法满足用户需求的快速迭代。面对行业困局，上汽通用五菱智能岛制造体系（I²MS），以"工艺可解耦、产线可重构、产能自 适应、数据可增值、系统可进化、模式可拓展"六大技术，打造全新智能宝骏华境S。 智能岛制造体系（I²MS）将百年串联式流水线工艺进行解构与重组，创新打造以"智能岛"为核心的并联式柔性生产线，实现工艺可解耦，开创岛式汽车生产 工艺。该体系采用动静态结合的工位布局，动态工位节拍可调、工位节距灵活可变，真正做到产线可重构，高效满足多车型快速切换的需求；静态复杂工位 独立为"智能岛"，可在不中断生产的前提下灵活扩展、增减工位及装配岛，实现产能自适应，全面释放工厂生产潜能。自研卓越运营数字化平台 （EODP），同时集成华为的高可靠生产网络、AI与大数据等技术，打通研发、供应、制造、营销全链路数据，可根据市场需求动态调整人员、物料及供应 链资源，充分释放数据增值潜力，实现产销平衡与资源最优配置。自研卓越运营大模型（EOAI），深度融合EODP的大数 ...

杨青以战略家的视野擘画合作蓝图，万良渝则以执行者的角色肩负落地重任。一前一后，一高一实，两位关键人物的同频亮相，不仅标志着东风猛士与华 为的合作进入深度协同阶段，更向外传递出一个明确信号：东风正在以最高效的决策链路、最核心的资源倾斜，全力推动猛士品牌在智能越野新赛道上加 速突围。 2025年9月22日，东风汽车集团有限公司董事长、党委书记杨青赴深圳华为总部，与华为创始人任正非进行了一场备受业界关注的闭门会谈。这是东风猛 士汽车科技公司新任总经理万良渝履新后的首站选择，传递出明确信号：东风与华为的战略合作正全面提速，而猛士品牌将成为双方深化协同的核心载 体。 短短一年内，从战略签约到产品落地，从技术发布到市场验证，东风猛士与华为的合作已形成"技术研发—产品落地—市场验证"的完整闭环。作为这一合 作的首个成果，猛士M817自8月上市以来，口碑获同级车第一，销量跻身豪华新能源越野第一阵营。 01 高层会晤的战略深意 东风与华为的合作渊源可追溯至2018年，但近一年的合作进程明显加快。2024年2月，东风猛士科技与华为正式签署战略合作协议。2025年5月，东风公司 与华为公司签署全面深化战略合作协议。 此次杨青与任正 ...

Core Insights - The program showcased the transformative changes brought by SAIC-GM-Wuling's Intelligent Island Manufacturing System (I²MS) and its new image in the era of electrification and intelligence [1] - The Baojun Huajing S, a new flagship six-seat SUV, is undergoing NVH testing to enhance user comfort, marking the first model resulting from the deepened collaboration between SAIC-GM-Wuling and Huawei in the "three intelligences" (assisted driving, intelligent cockpit, intelligent manufacturing) [1][3] - The I²MS integrates advanced technologies such as digitalization, automation, 5G industrial internet, and artificial intelligence, achieving significant production efficiency and flexibility [3][4] Group 1 - The Intelligent Island Manufacturing System (I²MS) has established 16 modular and flexible "smart islands," enabling six major innovations including decoupled processes and adaptive production capacity [3] - The system has achieved a 50% automation rate in assembly, with production efficiency increased by 30% and logistics efficiency improved by 80%, supporting the simultaneous production of over 20 different vehicle models [3] - The I²MS ensures 100% traceability of product lifecycle data, enhancing overall manufacturing quality and reliability [3] Group 2 - The innovation of the I²MS is supported by the Guangxi New Energy Vehicle Laboratory, which has established 22 sub-laboratories to promote cutting-edge technologies from the lab to the market [4] - The vehicle testing ground spans 1,000 acres and features 65 types of typical road surfaces to simulate various driving environments, ensuring product reliability and user safety [4] - SAIC-GM-Wuling adheres to the principle of producing what the people need, driving self-transformation through innovation [4]

Group 1 - The launch of the luxury smart off-road SUV, Mengshi M817, is a collaboration between Dongfeng Mengshi Technology and Huawei, with the M817 Pro priced at 319,900 yuan and the M817 Max at 349,900 yuan [2] - Mengshi M817 features Huawei's full suite of intelligent automotive solutions, making it the off-road vehicle with the highest "Huawei content" [2] - The vehicle is equipped with Huawei's advanced driving assistance system (ADS4) based on the new WEWA architecture, featuring 27 high-sensitivity sensors for 360° perception and supporting complex driving scenarios [2] Group 2 - The Mengshi M817 includes six large screens, such as a 10.25-inch instrument panel and a 15.6-inch central control screen, providing a comprehensive smart interaction experience [3] - The vehicle's capabilities include remote monitoring through the "thousand-mile eye" feature and a high success rate of over 99.9% for keyless entry [3] - The communication system supports dual-network standby and performs well in weak network environments, enhancing the overall user experience [3]

Investment Rating - The report does not explicitly state an investment rating for the industry or company Core Insights - Huawei is positioned as a supplier of incremental components for intelligent connected vehicles, leveraging its full-stack capabilities to drive innovation in the automotive industry [1][6][11] - The company has established three collaboration models with automakers: Hongmeng Intelligent Driving, HI model, and traditional parts supply, enhancing its integration within the automotive ecosystem [14][15][17] - Huawei's automotive business unit (BU) has become independent and achieved profitability in the first half of 2024, indicating a successful transition from a research lab to a standalone entity [29][34] Summary by Sections 1. Core Insights - Huawei's full-stack intelligence is expected to lead the transformation of the automotive industry, focusing on smart driving, smart cockpit, and smart control [6][42] - The company has a unique position in the market due to its extensive experience in ICT and continuous high R&D investment [6][44] 2. Positioning as a Supplier - Since entering the automotive sector in 2013, Huawei has evolved from providing communication modules to becoming a key supplier of smart components, focusing on intelligent driving and cockpit technologies [11][12] - The establishment of the intelligent automotive solutions BU in 2019 marked a strategic shift towards becoming an incremental component supplier without manufacturing vehicles [29][34] 3. Collaboration Models - Huawei collaborates with automakers through three main models: - **Hongmeng Intelligent Driving**: Deep involvement in product definition and sales channels [14][17] - **HI Model**: Provides integrated solutions while collaborating on vehicle development [14][15] - **Parts Supply Model**: Supplies standardized components to automakers [15][16] 4. Financial Performance - The automotive BU's revenue has shown significant growth, with projections indicating a revenue of 263.53 billion yuan in 2024, and a turnaround from losses to a profit of 22.31 billion yuan in the first half of 2024 [34][37] 5. Market Outlook - The report anticipates that Huawei's full-stack intelligence will be a critical advantage in the future development of the automotive industry, with increasing collaboration with various automakers [6][5][17]

越来越多的消费者选择乾崑智驾。截止到今年3月底，乾崑智驾累计智驾里程已经超过25亿公里，相当 于绕地球6万多圈。城区智驾时长占总智驾时长占比超过50%，用户已经成功了完成了1.64亿次智能泊 车辅助，有超过55万的消费者使用智驾功能。乾崑智驾在业界首发全向防碰撞系统，自上市以来，总共 规避超过200万次可能的碰撞。乾崑智驾的目标是实现五维安全，为用户提供全时速、全方向、全目 标、全天候、全场景的安全守护。 全新鸿蒙座舱：全场景的智能体验，定义第三生活空间 4月16日，与华为乾崑首次深度合作传祺向往M8乾崑系列MPV全新登场，以划时代的智能科技和豪华 配置，满足用户对高品质新能源智能化MPV的一切向往。华为智能汽车解决方案BU靳玉志、广汽集团 执委会委员、品牌营销领域负责人黄永强出席品鉴会，共同开启新车品鉴之旅。 首次搭载乾崑智驾ADS，全场景贯通，实现跨城车位到车位 乾崑智驾的车位到车位功能能贯通日常通勤的各种场景，从车位启动智驾，车位自主开出闸机，在公开 道路上智驾可应对各种场景，包括掉头和环岛等复杂的路况。到达目的地停车后，车辆也能自动检测闸 机抬杆。最新的ADS版本支持ETC通行，可实现跨城的车位到车位 ...