Core Insights - The absence of key figures like Lei Jun at the 2025 Guangzhou Auto Show marks a shift in focus towards new players like Huawei's Qian Kun, highlighting a "new entrants and old exits" theme in the automotive industry [3][4] - The proportion of new energy vehicles (NEVs) at the show increased significantly to 57.97% from 43.72% in the previous year, indicating a growing trend towards electrification in the automotive market [3][11] Group 1: Industry Trends - The 2025 Guangzhou Auto Show showcased 1,085 vehicles, with 629 being new energy vehicles, reflecting a strong consumer interest in NEVs [11] - The event highlighted three major trends: the rise of large-scale and personalized models, the increasing focus on individualization as a growth strategy, and the ongoing debate between range-extended and pure electric technologies [13][14] Group 2: Company Collaborations - Huawei's Qian Kun brand is gaining traction as it collaborates with multiple automakers, including Avita and GAC Group, to enhance their smart vehicle offerings [8][9] - Avita and Huawei announced a strategic partnership to upgrade their collaboration model, expanding their cooperation into various areas such as user insights and product development [8] Group 3: Technological Innovations - AI technology is becoming a central theme at the auto show, with companies like Seres showcasing advancements in smart electric vehicle platforms [17] - Xiaopeng Motors introduced several AI-driven applications, including a new generation of autonomous driving technology, indicating a shift towards integrating AI in automotive solutions [19][20]

Core Insights - The absence of key figures like Lei Jun at the 2025 Guangzhou Auto Show highlights a shift in focus towards new players like Huawei's Qian Kun, which is gaining prominence in the automotive sector [3][4][9] - The proportion of new energy vehicles (NEVs) at the show increased significantly, reaching 57.97% compared to 43.72% in the previous year, indicating a growing trend towards electrification in the automotive market [3][13] Group 1: Industry Trends - The 2025 Guangzhou Auto Show showcased a notable increase in the number of NEVs, with 629 out of 1,085 vehicles displayed being electric [13][16] - A trend towards larger, personalized vehicle models is emerging, with several companies launching flagship MPVs and SUVs, driven by policy incentives and profit motives [16] - The competition between pure electric and range-extended technologies remains a hot topic, with various companies showcasing both types of vehicles at the event [17][18] Group 2: Company Collaborations - Huawei's Qian Kun is establishing itself as a key player, collaborating with multiple automakers like GAC Group and Dongfeng to launch new brands [9][10] - The partnership between Avita and Huawei has expanded significantly, focusing on user insights, product development, and integrated marketing strategies [9][10] - GAC Group's new brand, Qijing, aims to position itself in the high-end smart NEV market, with plans to launch an SUV and a coupe by 2026 [10][11] Group 3: Technological Innovations - AI technology is becoming a central theme, with companies like Seres showcasing advancements in smart electric vehicle platforms [19][22] - Xiaopeng Motors is emphasizing its commitment to AI-driven innovations, with plans to launch several AI applications by 2026 [21][22] - The competition in autonomous driving technology is intensifying, with various companies announcing new features and capabilities at the show [21][22]

【导读 】雷军缺席， 2025广州车展 "新进旧退"，两大新主角联袂登场 中国基金报记者 邱德坤 "雷军没来！"11月21日，在2025（第二十三届）广州国际汽车展览会（以下简称2025广州车展）的小米汽车展台，一名工作人员向中国 基金报记者表示。 北京（上海）车展、广州车展作为国内两大A级车展，是观察汽车市场格局演变、预判未来汽车市场走向的重要窗口，被称为"中国汽车市 场发展风向标"。 随着雷军等的 缺席，2025广州车展 迎来的 新主角 是华为乾崑。 一 位 车企人士 在2025广州车展逛了一圈后表示 ："处处都有华为的身 影。" "新进旧退"是2025广州车展的重要特点，而另一位新主角是新能源汽车。官方数据显示，2025广州车展的新能源汽车数量占比达 57.97%，而上一届是43.72%。 有别于2024年 参加北京、广州车展 ，小米集团董事长雷军 相继 缺席2025 年的 上海、广州车展 。 华为乾崑走向台前 多家车企深度绑定 由于雷军、余承东、周鸿祎等流量人物缺席，2025广州车展略显冷清，但华为旗下全新智能汽车解决方案品牌华为乾崑，作为车企供应商 开始从幕后走到台前。 记者走访2025广州车展注意 ...

Core Insights - The absence of key figures like Lei Jun at the 2025 Guangzhou Auto Show marks a shift in the automotive landscape, with Huawei's new brand, Huawei QianKun, emerging as a significant player [2][4] - The proportion of new energy vehicles (NEVs) at the show increased to 57.97% from 43.72% in the previous edition, highlighting the growing importance of NEVs in the market [2][8] Group 1: Industry Trends - The 2025 Guangzhou Auto Show showcased 1,085 vehicles, with 629 being NEVs, indicating a strong consumer interest in electric vehicles [8] - The event highlighted three major trends: the rise of personalized and large-volume models, the pursuit of individuality by automakers, and the ongoing debate between range-extended and pure electric technologies [9][10] Group 2: Huawei's Role - Huawei QianKun transitioned from a background supplier to a prominent exhibitor, showcasing partnerships with various automakers and emphasizing its smart automotive solutions [4][5] - The collaboration between Huawei and automakers like Avita is deepening, with a focus on upgrading their partnership to include comprehensive areas such as user insights and product development [4][5] Group 3: New Energy Vehicles - The introduction of new brands like "Qijing" by GAC Group in collaboration with Huawei aims to target the high-end smart NEV market, with plans to launch models priced around 350,000 yuan [5][6] - The competition between range-extended and pure electric vehicles remains a hot topic, with companies like NIO advocating for pure electric technology while others explore hybrid solutions [10] Group 4: AI Integration - AI technology is becoming a central theme, with companies like Seres and XPeng showcasing advancements in AI-driven automotive solutions [11][12] - XPeng's focus on AI applications, including autonomous driving and humanoid robots, reflects a broader trend of integrating AI into the automotive industry [12][14]

Core Insights - The absence of key figures like Lei Jun at the 2025 Guangzhou Auto Show marks a shift in focus towards new players like Huawei's QianKun, highlighting a "new entrants, old exits" trend in the automotive industry [4][6] - The proportion of new energy vehicles (NEVs) at the show increased significantly to 57.97% from 43.72% in the previous edition, indicating a growing market presence for NEVs [4][11] Group 1: Industry Trends - The 2025 Guangzhou Auto Show showcased 1,085 vehicles, with 629 being NEVs, reflecting a strong consumer interest in electric vehicles [11] - A notable trend is the increasing emphasis on large, personalized vehicle models, with several companies launching flagship MPVs and SUVs during the event [13][14] - The competition between pure electric and range-extended technologies remains a hot topic, with various companies showcasing their respective advancements in these areas [15][16] Group 2: Company Collaborations - Huawei's QianKun brand is gaining traction as a key player, collaborating with multiple automakers like Avita and Dongfeng to enhance their vehicle offerings [8][9] - Avita and Huawei announced a strategic partnership to upgrade their collaboration model, expanding their joint efforts across various domains including product development and marketing [8] - The partnership between GAC Group and Huawei's QianKun aims to launch a high-end smart NEV brand named "Qijing," targeting the 350,000 yuan market segment [9] Group 3: Technological Innovations - AI technology is becoming a central theme at the auto show, with companies like Seres showcasing their advancements in smart electric vehicle platforms [16][19] - Xiaopeng Motors introduced several AI-driven applications, including a new generation of autonomous driving technology, set to enter mass production by 2026 [19][20] - The event highlighted the importance of self-developed capabilities in AI and autonomous driving among new automotive players, indicating a shift towards integrated technological solutions [20]

今年最后一个A级车展已开启。 11月21日，第二十三届广州国际汽车展览会（以下简称"2025广州车展"）如期而至。作为每年最后一个 A级车展，广州车展一直被视为车市"承上启下"的关键节点，是来年车市的风向标。此次广州车展上共 有93款首发新车，展车总数1085辆，其中，新能源车占比接近6成。 对比去年，今年的广州车展，随着雷军、余承东、周鸿祎等流量人物的退场，稍显冷清。曾经被市场视 为明星焦点的小米汽车和鸿蒙智行，被另一家明星供应商华为乾崑取代。十余个汽车品牌的宣传中出现 乾崑智驾或鸿蒙座舱，吸引眼球。 与此同时，合资车企打响智能化反攻战，迭代的合资油车、新出的合资电动汽车齐刷刷联合中国供应商 上新智能座舱、辅助驾驶，积极抢占市场份额。 华为乾崑走向台前 2025广州车展上，鸿蒙智行并没有举办发布会，但华为乾崑在馆内摆起了独立展台，从原本的车企幕后 供应商走向消费者面前。在华为智能汽车解决方案的展台，多款合作车型被展出，比如：昊铂A800、 享界S9、东风日产天籁、阿维塔07、东风猛士M817等。 记者在车展现场观察到，包括东风猛士、阿维塔、一汽红旗等自主品牌展台的宣传中，出现了乾崑智驾 或鸿蒙座舱，同时，广 ...

Core Insights - Huawei's QianKun ecosystem conference showcased new automotive brands "Qijing" and "Yijing," developed in collaboration with GAC and Dongfeng, indicating a potential new cooperative model in the automotive industry [2][7]. Group 1: Huawei QianKun Overview - Huawei QianKun, launched on April 24, 2024, is a new smart automotive solution brand that has partnered with 14 automakers by October 2025, covering a wide range of vehicle types from 150,000 to 1,000,000 yuan [4]. - The QianKun intelligent driving system and Harmony cockpit have been integrated into 33 mass-produced models, showcasing versatility in powertrains including pure electric, range-extended, and hybrid options [4]. Group 2: Sales and Technology Developments - In October, vehicles equipped with QianKun intelligent driving systems achieved sales exceeding 100,000 units [5]. - The upcoming ADS Pro will feature the Limera laser vision sensor, enhancing urban navigation capabilities, with expectations for over 20 models to incorporate this technology next year [5]. Group 3: Brand Collaborations - The "Yijing" brand, developed with Dongfeng, will unveil its first model at the Beijing Auto Show in April 2026, with plans for at least one new model each year [7]. - The "Qijing" brand, in collaboration with GAC, aims to launch two models in 2026, with the first coupe model expected to be delivered by June next year [7]. - Huawei's previous collaboration models focused on component supply and solutions, but the new "Qijing" and "Yijing" brands represent a deeper integration of Huawei's technology into the automotive experience [7]. Group 4: Expanded Partnerships - Avita has deepened its collaboration with Huawei, transitioning from the HI model to the HI Plus model, which will enhance cooperation in product development, marketing, and ecosystem services [8].

11月20日晚间，华为乾崑生态大会召开。启境、奕境等新品牌集中亮相华为乾崑生态大会。 "境"系列品牌亮相引起关注，启境、奕境是华为分别与广汽、东风合作的汽车品牌，由华为深度赋能。 有分析认为，未来华为或将与其他车企孵化出更多"境"系列汽车品牌，有望创造一种新的合作模式。 华为乾崑正在多个城市进行高速L3路测 华为乾崑是华为于2024年4月24日发布的全新智能汽车解决方案品牌。截至2025年10月底，华为乾崑已 和14家车企达成合作，华为乾崑智驾和鸿蒙座舱已覆盖鸿蒙智行、阿维塔、深蓝、东风岚图、东风猛士 等品牌，目前已有33款量产车型上市，动力形式涵盖纯电增程、混动、燃油等多种形式，实现从15万元 到百万元级全价位覆盖。 "境"系列品牌亮相 在华为乾崑生态大会上，东风奕派汽车科技公司总经理汪俊君表示，东风与华为乾崑深度合作的品牌定 名"奕境"。汪俊君透露，奕境首款车型将于2026年4月北京车展亮相，后续每年至少将有一款全新车型 上市。 此外，华为与广汽合作的"启境"品牌亮相。启境汽车CEO刘嘉铭表示，2026年启境计划推出两款车型， 首款轿跑车型将于明年6月上市交付。 华为此前主要采用零部件供应、HI解决方案、 ...

人民财讯11月20日电，11月20日晚，华为乾坤生态大会上，华为车BU CEO靳玉志表示，华为乾崑正在 北上广深、合肥、武汉、重庆等7个城市进行高速L3的路测工作，为高速L3的正式商用做最后的冲刺准 备。 ...

Group 1 - The core point of the article is that Huawei and GAC Group are launching a new automotive brand called "Qijing," which will be officially unveiled at the Huawei QianKun Ecological Conference on November 20 [1][5]. - "Qijing" is the first project under Huawei's QianKun "Jing" series, indicating that more automotive brands under this series will be developed in collaboration with other car manufacturers in the future [3][5]. - The new brand "Qijing" will focus on the high-end smart electric vehicle market, specifically targeting vehicles priced above 300,000 yuan, with GAC responsible for manufacturing and Huawei providing comprehensive smart solutions [4][6]. Group 2 - The first model under the "Qijing" brand is expected to be launched in mid-2026, emphasizing a stylish, technological, and sporty design [4]. - Huawei's automotive collaboration has primarily involved three models: component supply, HarmonyOS intelligent driving, and the "Hi" model, with recent discussions indicating a potential exploration of new collaboration models [6]. - Huawei QianKun, launched on April 24, 2024, focuses on smart driving solutions and has established partnerships with eight major state-owned automotive companies, as well as other brands like BYD and Audi [6].