Core Viewpoint - Huawei has made significant strides in the electric vehicle (EV) sector, establishing a new brand series called "境" in collaboration with traditional automakers, aiming to enhance their competitiveness in the rapidly evolving market [2][8][81]. Group 1: Huawei's Expansion in the EV Market - Huawei, in partnership with Seres, entered the EV market in late 2021 and has quickly gained a substantial market share [2][3]. - The company has developed various solutions for multiple brands, including both electric and fuel vehicles, showcasing its technological capabilities [3][14]. - Huawei's ambition extends beyond its current offerings, as evidenced by the recent launch of the "境" brand series, which includes collaborations with GAC and Dongfeng [8][10]. Group 2: New Collaboration Model - "境" - The "境" model represents an evolution of Huawei's previous collaboration approaches, termed "HI PLUS," allowing for deeper integration with automakers from the initial product design phase [28][47]. - Unlike the previous "界" model, where Huawei held significant control over product definition and sales channels, the "境" model grants more decision-making power to the automakers [39][41]. - This new model aims to unify brand identity and reduce fragmentation in product offerings, allowing automakers to maintain control over their brand's "soul" [47][48]. Group 3: Challenges Faced by Traditional Automakers - Both GAC and Dongfeng have experienced declining sales, with GAC's sales dropping from 2.505 million units in 2023 to an estimated 2.0031 million in 2024, a 20% decrease [52]. - The reliance on joint venture brands has become a liability as domestic EV brands gain market share, particularly impacting Japanese brands [59][60]. - The slow transition to electrification among Japanese automakers has further exacerbated the challenges faced by GAC and Dongfeng [66][68]. Group 4: Technological Advancements and Future Prospects - GAC has made significant advancements in battery technology, becoming the first company to pass a puncture test for ternary lithium batteries and achieving a range of over 1000 km with its AION LX Plus [72][74]. - Dongfeng has also made strides, with the launch of the first mass-produced vehicle featuring semi-solid-state batteries and a highly efficient hybrid system [77][78]. - The collaboration with Huawei through the "境" model is seen as a strategic move to enhance their technological capabilities and market presence [81][82].