Core Insights - The visit of Huawei's executive Yu Chengdong to GAC Group marks a significant step in their collaboration on smart vehicles, culminating in a comprehensive cooperation framework agreement [2][3] - The agreement signifies a shift from project-level cooperation to a long-term strategic partnership, focusing on the integration of technology and product development in the smart automotive sector [3][5] Group 1: Cooperation Framework - The cooperation framework between GAC Group and Huawei is centered around the co-construction of the HarmonyOS ecosystem, emphasizing joint innovation in AI and other cutting-edge technologies [4][5] - This partnership aims to enhance GAC's smart upgrade and support the international expansion of China's automotive industry [5][6] - Both companies will work on integrating their strengths in electric vehicle manufacturing, operating systems, smart cockpits, and global service systems [4][5] Group 2: Product Development - GAC's new brand, Qijing, is set to play a crucial role in deepening the collaboration, with new models featuring Huawei's advanced driving and smart cockpit systems [7][8] - The first model from Qijing, a stylish shooting brake, is expected to launch in 2026, showcasing a collaborative design process involving significant input from both GAC and Huawei [7][8] - The product development process has been characterized by intense discussions and negotiations, reflecting the high standards both companies aim to achieve [8][9] Group 3: Strategic Alignment - The ongoing collaboration aligns with GAC Group's strategic plan "Smart Travel 2027," which prioritizes smart technology as a core focus [9][10] - The partnership has expanded from hardware to software, covering various aspects of automotive technology, with a consistent emphasis on smart solutions [9][10] - GAC and Huawei's joint initiatives, such as the Huawei cloud vehicle technology, have already been implemented in GAC's models, enhancing the overall smart experience [9]

来源：光大证券微资讯 热点聚焦 1、隔夜，美股三大指数收涨，道指涨1.23%，再创历史新高；纳指涨0.69%，标普500涨0.64%。芯片股 领涨，阿斯麦股价刷新记录新高，日内涨幅超5%，台积电股价大涨，此前高盛分析师将其目标价上调 了35%。美国主要石油巨头集体走高，雪佛龙涨4.4%。脑再生科技美股盘前大涨超21%。马斯克"量产 预告"催化，导致脑机接口概念大爆发。欧股集体收涨，德国DAX30指数涨1.46%。 2、隔夜，COMEX黄金期货涨2.96%，报4457.6美元/盎司；COMEX白银期货涨7.63%（此前最大涨幅超 9%），报76.43美元/盎司。1月6日00:51，现货钯金日内涨超6%，报1730.38美元/盎司。此前，LME铜 价一度飙升4.2%，首次突破每吨13,000美元，触及纪录新高。 3、隔夜，WTI原油期货2月合约涨1.74%，布伦特原油期货3月合约涨1.66%。此前，沙特将2月销往亚 洲的阿拉伯轻质原油官方售价设定为较阿曼/迪拜均价每桶升水0.3美。据知情人士透露，美国能源部长 计划本周与石油行业高管商讨如何重振委内瑞拉能源产业。数据显示，一艘承运委内瑞拉原油的雪佛龙 租用油轮已从 ...

1月5日，华为常务董事、产品投资评审委员会主任、终端BG董事长余承东发文称，今天亲自带队到广汽集团，与冯兴亚董事长和团队交流共建鸿蒙生态， 并参观了广汽展厅。余承东介绍，目前广汽昊铂A800、传祺向往M8、向往S9等车型搭载了华为乾崑智驾和鸿蒙智能座舱，带来行业领先的智能化体验。未 来华为会持续把鸿蒙系统、座舱智驾的智能化体验打造好、开放好，让不同阶段、不同路径的车企伙伴，都能找到合适的合作方式。 去年4月，华为乾崑智能汽车解决方案宣布，鸿蒙座舱正式启动基于HarmonyOS NEXT的鸿蒙车机操作系统应用先行者开发计划，首批签约合作伙伴包括爱 奇艺、bilibili、芒果TV、喜马拉雅、宝宝巴士、高德地图等。去年8月，广汽集团董事长冯兴亚曾表示，华望作为广汽与华为深化合作的关键落子，携"广汽 制造+华为智能"的优势冲击高端智能新能源汽车市场，是"番禺行动"的重要一环。另外，广汽与华为合作打造的"启境"品牌首款车型将于2026年6月上市交 付。 业绩报告显示，2025年前三季度广汽集团累计销售汽车118.37万辆，第三季度汽车销量为42.84万辆，环比增长11.49%；累计合并营业收入达669.29亿元，其 ...

据了解，今日，华为常务董事、产品投资评审委员会主任、终端BG董事长余承东带队来到广汽集团， 与冯兴亚董事长及团队交流共建鸿蒙生态，并参观了广汽展厅。 另据媒体此前报道，启境首款新车是一款猎装轿跑，内部代号为F03，定位是"华系最美轿跑车型"，将 在2026年发布。刘嘉铭表示，华为米兰美学研究所和启境团队双方近百人参与了启境汽车的造型开发。 经过8个月的严格打磨，才定了启境首款产品对造型。 凤凰网科技讯1月5日，启境汽车CEO刘嘉铭发文称，今年发布的两款新车都会搭载华为乾崑智驾、鸿蒙 座舱。 随后，华为智能汽车解决方案BU CEO靳玉志也称，"启境，是我们双方联合打造的全新品牌，也是智 能汽车领域里一次全新的探索。启境今年会发布两款新车，都将搭载最新一代的华为乾崑智驾和鸿蒙座 舱，还有乾崑车控、车载光、车云、智能网联T-Box等全栈解决方案。" ...

2025年，恰逢"十四五"规划收官之年。经过5年的迅猛发展，中国汽车工业已经实现从"跟跑"到"领跑"的华丽转身，"以市场换技术"的旧时代， 以产品创新、技术创新向全球市场发起有力冲击。 作为央国企主力军，东风汽车旗下高端智慧新能源品牌岚图汽车无疑最为耀眼。跨越"十四五"，它已成为中国品牌高端化的一面旗帜：2025年，岚图全 年累计交付150169辆，同比增长87%，实现连年跃升，巩固了"央国企高端新能源第一品牌"形象。 连年跃升，深耕高端市场 2025年，中国汽车产业加速从"规模发展"迈向"价值创造"，从"跟随发展"转向"引领创新"，高端化成为实现"价值跃迁"的必答题。岚图汽车以创新为核 心引擎，以连年跃升之势加速引领中国汽车向上跃迁。 如今，岚图汽车已形成2026款岚图梦想家、岚图泰山、岚图追光L"三旗舰"和岚图FREE+、全新岚图知音"SUV双子星"矩阵，成为中国首个实现SUV、 MPV、轿车全品类车型量产的高端新能源品牌。此外，岚图汽车还成为首个达成30万辆规模的央国企高端新能源品牌。 其中，岚图梦想家连续多月蝉联高端MPV销量冠军，单车均价突破40万元，实现"每卖出3台高端MPV，就有1台是岚图梦想家 ...

快科技12月31日消息，赶在2025年的最后一天，鸿蒙智行发布2025年华为乾崑智驾出行报告。 从报告中可以看到，全年超9成用户都爱用乾崑智驾，累计避免可能的碰撞300.3万次。 具体来说，这份报告亮点如下： 1、辅助驾驶用户活跃率98%； 2、全年累计辅助驾驶里程43.6亿公里（总56.4亿公里）； 3、全年累计避免可能的碰撞次数165.6万次（总300.3万次）； 4、全年累计辅助泊车次数2.5亿次（总3.3亿次）； 5、车位到车位2.0使用次数2524.8万次； 6、车位到车位全国可用停车场数量超100万个； 对于华为来说，其智能辅助驾驶技术一直都是第一梯队的存在（行业普遍共识），这背后跟他们大量的 投入研发分不开。 早前，深圳引望智能技术有限公司副总裁迟林春在第三十二届中国汽车工程学会年会暨展览会上透露， 华为乾崑智驾目前上车的版本是ADS 4，在研的是ADS 5，光ADS 5这一个版本的投资大概就是100亿 元，这一投入体量远超国内同行。 【本文结束】如需转载请务必注明出处：快科技 责任编辑：雪花 快科技12月31日消息，赶在2025年的最后一天，鸿蒙智行发布2025年华为乾崑智驾出行报告。 从报告 ...

Industry Information - China's first batch of L3 autonomous driving models has received approval for road testing in designated areas of Beijing and Chongqing, marking a significant step towards commercial application [9] - EVE Energy has achieved mass production of large cylindrical batteries, with over 60,000 units installed, showcasing high energy density and production efficiency [11] - CATL and Chuanhua Group have signed a strategic cooperation agreement to promote green transformation and intelligent upgrades in the industry [11] - The Central Economic Work Conference has outlined six key tasks related to the automotive industry for 2026, emphasizing domestic demand, innovation, and green transformation [12] - The report indicates that the Beijing-Tianjin-Hebei region has become a significant base for new energy and intelligent connected vehicles, with a projected production of 2.85 million vehicles in 2024, including 676,000 new energy vehicles [17] Policy Information - Jilin Province has announced the cessation of subsidies for charging infrastructure construction and operation, effective January 1, 2026 [28][29] - The Guangzhou government has launched a second round of automotive consumption promotion activities, allocating an additional 300 million yuan for subsidies [33] Company Information - BYD's sales of assisted driving models exceeded 310,000 units in November, covering various models equipped with advanced driving systems [39] - NIO has announced a battery doubling plan, with over 2,600 new battery packs already invested, aiming to meet the growing demand for battery swapping [38] - Changan Automobile's subsidiary, Deep Blue Automotive, plans to raise approximately 6.122 billion yuan through a capital increase [37] - Xiaomi has opened its MiMo-V2-Flash large model, which is designed for AI applications, showcasing significant advancements in performance [40] - China FAW is accelerating the mass production of solid-state batteries, expected to debut in high-end Hongqi models by the end of 2027 [41]

设 计 | 甄尤 美 撰 文 | 莫 莉 编 辑 | 黄 大 路 一辆工装样车，往往比一场发布会更接近真实。 2025年12月22日，奕境品牌首台工装样车正式下线。随着车辆后续投入寒测等更严苛的验证环节，标志着奕境项目全面进入密集试验验证阶段， 距离量产上市更近一步。 共探新营销，共创新可能 疑问也随之而来。一家全新品牌为何在这一阶段能成为行业焦点？其背后华为乾崑赋能的价值究竟体现在哪里？新品牌如何用更少的试错成本， 做出更可靠、更可持续运营的家庭用车体验？ 这恰恰是华为乾崑与奕境需要用工装样车阶段回答的命题。 工装样车下线， 华为乾崑全栈联调落到实车 作为奕境旗舰产品的雏形，这辆工程样车的诞生意味着奕境不再停留在"概念叙事"，而是进入以实车为中心的工程爬坡。 从奕境品牌自11月20日在华为乾崑生态大会上正式亮相以来，刚满一个月便完成首车下线，而明年4月的北京车展上将发布首款全尺寸SUV车型， 后续将保持每年一款新车的推出节奏。 工装样车的含义，不是面向用户交付的成品车，更接近整车工程体系里用于验证的关键载体。 12月22日这次工装样车下线，不仅是奕境造车进度上的一次突破，更宣告着奕境与华为乾崑智驾、鸿蒙座舱 ...

Core Viewpoint - The sudden shutdown of Haomo Zhixing highlights the intense competition and market consolidation in the autonomous driving industry, where leading companies are rapidly advancing while mid-tier players struggle to survive [1][2][3]. Group 1: Company Developments - Haomo Zhixing announced a complete shutdown on November 22, 2025, due to its poor operational status, despite previously being valued over $1 billion [2]. - The company faced multiple failures, including hardware selection issues, outdated software algorithms, and indecisive management, leading to delays in its urban advanced driving solutions compared to competitors [2]. - Long-term partnerships with major automotive manufacturers have shifted, with Haomo Zhixing losing support from Great Wall Motors, which has turned to other suppliers for its advanced driving solutions [2]. Group 2: Industry Dynamics - The autonomous driving sector is witnessing a significant divide, with leading companies like Huawei and Momenta rapidly gaining market share, while mid-tier firms face existential threats [3][5]. - Huawei's autonomous driving system has surpassed 1 million units, with a market share of 27.8% in the NCA segment, indicating strong demand for its technology [5]. - The industry is moving towards a "winner-takes-all" scenario, with predictions that only a few players will remain by 2027, emphasizing the need for data-driven approaches and collaboration among companies [7][10]. Group 3: Competitive Strategies - Mid-tier companies are exploring differentiated survival strategies, including diversifying into sectors like unmanned delivery and agriculture, as well as seeking international partnerships [4][5]. - There is a trend among mid-tier firms to form deep partnerships with ecosystem players, as seen with significant investments and acquisitions aimed at strengthening their market positions [9][10]. - The competitive landscape is evolving, with a consensus that while some consolidation is inevitable, the final outcome may not lead to a complete monopoly, especially in software solutions where differentiation remains crucial [10].

Core Viewpoint - The article discusses the significant challenges faced by mid-tier autonomous driving companies in the context of a rapidly consolidating industry, highlighted by the sudden shutdown of a once-promising unicorn, Haomo Zhixing, and the contrasting success of leading players like Huawei and Momenta [4][5][7]. Group 1: Industry Dynamics - In 2025, the autonomous driving industry experienced a harsh competitive landscape, with leading companies aggressively pursuing market share, leaving little room for smaller players [3][4]. - The industry is witnessing a "winner-takes-all" scenario, where top players are expected to dominate, while mid-tier companies struggle to find their place [9][11]. - The market is increasingly favoring companies that can integrate their technologies and maintain control over their intellectual property, as seen in the shift towards "white box" solutions [5][6][12]. Group 2: Company-Specific Insights - Haomo Zhixing, founded in 2019 and once valued over $1 billion, faced operational failures due to poor hardware choices, outdated software algorithms, and indecisive management, leading to its abrupt halt in operations [4][5]. - Mid-tier companies, like the one represented by Zhang Li, are exploring alternative markets and applications, such as unmanned delivery vehicles and international collaborations, to differentiate themselves [6][12]. - Leading companies like Huawei and Momenta are achieving significant milestones, with Huawei's autonomous driving technology being integrated into over 100,000 vehicles and Momenta collaborating with more than 160 models [7][9]. Group 3: Future Outlook - The consensus among industry experts is that the autonomous driving sector will continue to consolidate, with predictions that only a few key players will remain by 2027 [11][12]. - There is a debate on whether the industry will ultimately see a "winner-takes-all" outcome, with some arguing for a more diversified ecosystem to mitigate risks associated with having too few dominant players [12][13]. - The potential for standardization in hardware, particularly in autonomous driving chips, is recognized, while software solutions may retain diversity as companies seek to maintain competitive advantages [13].