Group 1 - Xiaopeng Motors officially launched its AR-HUD technology solution based on Huawei's LCoS HUD and AR rendering engine on June 5, 2025, marking a significant advancement in the smart cockpit sector [2] - The collaboration with Huawei is expected to enhance Xiaopeng Motors' competitiveness in the intelligent vehicle market, with more models, including the Xiaopeng G7, set to adopt this technology [2] - Xiaopeng Motors reported impressive sales figures, delivering 33,525 vehicles in May 2025, a 230% year-on-year increase, and a total of 162,578 vehicles in the first five months of 2025, representing a 293% increase compared to the previous year [2] Group 2 - Huawei's intelligent automotive solutions include key components such as laser light sources, optical systems, and display algorithms, with products like AR-HUD and smart lighting modules [3] - The AR-HUD market has been gaining traction, with Huawei signing cooperation agreements with over ten suppliers in the smart vehicle lighting sector by the end of last year [4] - Data from Zosi Automotive Research indicates that the installation of HUDs in new passenger vehicles in China is projected to reach 3.548 million units in 2024, a 63% year-on-year increase, with an installation rate of 15.5%, up by 5.2 percentage points [4]