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华为高管:世界上根本没有免费的东西
Di Yi Cai Jing Zi Xun· 2025-08-27 08:51
2025.08.27 本文字数:2316,阅读时长大约4分钟 作者 |第一财经 肖逸思 去年北京车展,华为智能汽车解决方案BU CEO靳玉志、华为乾崑首次在媒体面前公开亮相。此后,靳 玉志和华为乾崑,这两个华为汽车业务的核心不断从幕后走向台前。 答:其实最快的话,大概在6~9个月。 近段时间以来,华为辅助驾驶业务快速扩张,和车企合作的"绯闻"不断,包括宝骏、零跑、红旗等,在 行业内热度不断攀升。智驾行业内流传着"地大华魔"的说法,即头部企业有四家,分别是华为、 Momenta、地平线、大疆。 在搭载华为乾崑智驾车辆达到100万辆,以及华为ADS 4即将大规模上车的节点,近日,靳玉志接受了 包括第一财经在内的媒体采访,首次深入谈到了华为车BU与车企多样化的合作模式、华为乾崑业务的 未来的发展规划,以及智能辅助驾驶行业的最终路径等话题。 靳玉志称,华为车BU与车企的合作模式包括部件、单智(智舱和智能辅助驾驶其一)、双智(智舱和 智能辅助驾驶兼具)、全栈等多种模式。按照顺序,华为和车企的合作不断加深,华为车BU实现从IPD 到IPMS整个全过程"陪跑"车企,从产品定义到设计,到制造,再到最终的营销。 现在辅助驾驶技 ...
对话华为靳玉志:世界上根本没有免费的东西
Di Yi Cai Jing Zi Xun· 2025-08-26 09:48
去年北京车展,华为智能汽车解决方案BU CEO靳玉志、华为乾崑首次在媒体面前公开亮相。此后,靳 玉志和华为乾崑,这两个华为汽车业务的核心不断从幕后走向台前。 近段时间以来,华为辅助驾驶业务快速扩张,和车企合作的"绯闻"不断,包括宝骏、零跑、红旗等,在 行业内热度不断攀升。智驾行业内流传着"地大华魔"的说法,即头部企业有四家,分别是华为、 Momenta、地平线、大疆。 在搭载华为乾崑智驾车辆达到100万辆,以及华为ADS 4即将大规模上车的节点,近日,靳玉志接受了 包括第一财经在内的媒体采访,首次深入谈到了华为车BU与车企多样化的合作模式、华为乾崑业务的 未来的发展规划,以及智能辅助驾驶行业的最终路径等话题。 靳玉志称,华为车BU与车企的合作模式包括部件、单智(智舱和智能辅助驾驶其一)、双智(智舱和 智能辅助驾驶兼具)、全栈等多种模式。按照顺序,华为和车企的合作不断加深,华为车BU实现从IPD 到IPMS整个全过程"陪跑"车企,从产品定义到设计,到制造,再到最终的营销。 现在辅助驾驶技术路线发展特别快,不少车企将未来技术路线押注在VLA(视觉语言动作模型)上, 但华为乾崑却并不完全认同。靳玉志表示,华为乾崑不 ...
汽车行业周报:三部委联合发文推动车辆运输车行业规范化-20250817
KAIYUAN SECURITIES· 2025-08-17 15:16
Investment Rating - The industry investment rating is optimistic (maintained) [1] Core Viewpoints - The report emphasizes the importance of the new governance plan for the vehicle transport industry, which aims to standardize operations and eliminate non-compliant vehicles, benefiting leading players like Changjiu Logistics [5][27] - The report highlights the advancements in intelligent driving technology, with companies like Li Auto and Xpeng showcasing new algorithms, which are expected to enhance market competitiveness [6][28] - The report notes the significant growth in the sales and delivery of vehicles equipped with Huawei's intelligent driving technology, indicating a strong market presence [29] Summary by Sections Weekly Market Review - The A-share automotive sector saw a weekly increase of 3.08%, ranking 9th among SW primary industries, with a cumulative increase of 16.21% since the beginning of 2025, ranking 12th [12][13] Weekly Topic: Standardization of Vehicle Transport Industry - The Ministry of Transport, Ministry of Public Security, and Ministry of Industry and Information Technology jointly issued a governance action plan to regulate the vehicle transport industry from July to December 2025 [5][20] - The new governance plan includes strict vehicle market entry management, enhanced loading supervision, and increased law enforcement checks to eliminate illegal vehicles [26][27] - The report anticipates that leading players will benefit from the standardization efforts, as non-compliant vehicles are expected to be phased out, leading to a more rational pricing structure [27] Weekly Insights: Focus on Intelligent Driving Innovations - The report suggests monitoring the developments in intelligent driving technology and strong vehicle models in the third quarter, as these are expected to create significant market opportunities [6][28] - It recommends focusing on strong OEMs in the intelligent driving sector and those targeting the high-end market, as well as component manufacturers with strong performance and low valuations [8][28] Weekly Highlights - Huawei's intelligent driving technology has been adopted in over 1 million vehicles, indicating a robust market presence [29] - The Ministry of Finance announced interest subsidies for consumer loans over 50,000 yuan, which may stimulate automotive sales [40] Investment Recommendations - The report recommends investing in strong OEMs such as Xpeng Motors, SAIC Group, BYD, and others, as well as component manufacturers like Huayang Group and Desay SV [8][45]
华为Hi模式“朋友圈”再扩军
财联社· 2025-08-14 08:00
Core Viewpoint - The article discusses the ongoing collaborations between Huawei and various automotive manufacturers, particularly focusing on the Hi model and the upcoming product launches in the smart vehicle sector [4][5][6]. Group 1: Huawei and Automotive Partnerships - SAIC-GM Wuling is set to upgrade its collaboration with Huawei, potentially adopting the Hi model for its Baojun brand, with a new SUV expected to launch by the end of the year [4]. - Huawei has established three collaboration models in the automotive sector: a "parts supply model," a "Hi solution," and a "HarmonyOS driving" model, with the first two aimed at independent manufacturers [4]. - The partnership between Avita and Huawei is also evolving, with plans to introduce a co-created product by the second half of 2026, and Avita aims to launch 17 new models by 2030 [5]. Group 2: New Product Launches and Market Strategy - Huawei's HarmonyOS driving is gaining momentum, with the upcoming launch of the "Fifth Realm" model, and over 1,500 dealers have expressed interest in the brand's channel construction [6]. - The first model, Harmony H5, is expected to be launched in September, indicating a rapid development of the brand's terminal network [6]. - Analysts suggest that Huawei's collaborations are becoming more targeted, aiming to penetrate market segments that were previously underserved, particularly in the 150,000 to 200,000 yuan price range [6].
华为Hi模式“朋友圈”再扩军:“新合作”或落地宝骏 首车拟今年底发布
Xin Lang Cai Jing· 2025-08-14 06:33
Group 1 - Huawei's collaboration with SAIC-GM Wuling is set to upgrade, with the Baojun brand likely adopting the Hi model, although specific details are yet to be disclosed [1] - Baojun plans to launch a new SUV priced around 150,000 yuan equipped with Huawei's advanced driving technology by the end of this year, marking the first model under the Hi cooperation [1] - Huawei has established three collaboration models in the automotive sector: a "parts supply model," a "Hi solution" for integrated solutions, and a "HarmonyOS driving" technology ecosystem [1] Group 2 - Avita, the top-selling brand under the Hi model, is also enhancing its partnership with Huawei, with plans to launch a co-created product by the second half of 2026 [2] - Over the past six years, vehicles equipped with Huawei's advanced driving technology have surpassed 1 million units sold [2] - The "Fifth Realm" model, developed by Huawei and SAIC, is in the fast-tracking phase, with over 1,500 dealers, including luxury brands, expressing interest in the new brand [3] Group 3 - Huawei's partnerships with major automakers are becoming increasingly targeted, aiming to penetrate market segments that are currently underserved [3] - Baojun requires a high-volume model priced above 150,000 yuan to enhance its brand image, while Huawei seeks to increase the coverage of its advanced driving technology in the market below 200,000 yuan [3]
汽车早报|华为乾崑智驾搭载量达100万辆 续航830公里的特斯拉Model 3开卖
Xin Lang Cai Jing· 2025-08-13 00:44
Group 1 - The China Automotive Industry Association (CAAM) reports that three companies have already achieved a 60-day payment term, with major state-owned and private enterprises actively responding to this initiative [1] - Aion Automobile announced that the delivery cycle for new orders in August is expected to shorten to 5-7 weeks, with over 60,000 units of the Aion M8 delivered as of early August [1] - Huawei's automotive solution has reached a milestone of 1 million vehicles equipped with its QianKun intelligent driving system [2] Group 2 - The Xiangjie S9T model from Xiangjie Automobile will officially open for pre-orders on August 18 [3] - GAC's collaboration with Huawei for Huawang Automobile has initiated channel recruitment, covering 40 cities with an agency model, differing from the Hongmeng intelligent network [4] - Leap Motor reported an export of 24,980 units in the first seven months of 2025 [4] Group 3 - Zeekr and Geely Holding Group have published a patent for a "motion sickness control method" aimed at reducing discomfort for passengers [5] - Tesla has officially launched the Model 3 Long Range Rear-Wheel Drive version with a range of 830 kilometers and a starting price of 269,500 yuan [6] - Tesla's North American Market Service Director has announced his departure after eight and a half years with the company [7] - Ford is recalling over 100,000 F-150 vehicles due to potential axle hub bolt fatigue issues [7]
闪电快讯 | 燃油车也有辅助驾驶:搭载华为乾崑智驾的上汽奥迪 A5L上市
Xin Lang Cai Jing· 2025-08-04 04:38
Core Insights - The launch of the new SAIC Audi A5L Sportback, equipped with Huawei's QianKun intelligent driving technology, marks a significant step in the fuel vehicle market, which still holds over 60% share globally and more than 50% in China [1][2] - The A5L Sportback is built on Audi's new Premium Platform Combustion (PPC) and integrates advanced sensor technology, including 32 high-performance sensors, ensuring precise perception in complex environments [1][2] Group 1 - The A5L Sportback offers a full-scene intelligent driving experience, emphasizing safety and comfort in various driving conditions [2] - It features the fifth-generation EA888 engine with a maximum output of 200 kW and a 0-100 km/h acceleration time of just 5.6 seconds, showcasing its performance capabilities [2] - The vehicle's design retains iconic elements of the A5 series, including a hatchback coupe silhouette and frameless doors, while enhancing cargo capacity [4] Group 2 - The A5L Sportback is available in six configurations, with a limited-time starting price of 259,900 yuan, catering to diverse consumer needs [4] - The vehicle's suspension system includes a five-link independent setup and a progressive steering system, significantly improving driving dynamics [2] - The interior features advanced comfort options, including multi-directional electric adjustments, heating, ventilation, and massage functions for the front seats [4]
华为乾崑智驾扩张至豪华燃油车,上汽奥迪A5L Sportback登场
Jing Ji Guan Cha Bao· 2025-08-03 07:59
Core Viewpoint - The launch of the new SAIC Audi A5L Sportback marks Huawei's first step in expanding its intelligent driving technology into fuel vehicles, showcasing its capabilities in the automotive intelligent assistance driving sector [2][6]. Group 1: Product Features - The SAIC Audi A5L Sportback is built on Audi's new PPC (Premium Platform Combustion) platform, integrating advanced intelligent features and overcoming technical barriers for high-level intelligent driving in fuel vehicles [3]. - It is equipped with 32 high-performance sensors, including 12 high-definition cameras, 6 millimeter-wave radars, and 12 ultrasonic sensors, along with 2 laser radars with a self-cleaning system, ensuring precise perception in complex environments [3]. - The vehicle features the fifth-generation EA888 engine with a maximum output of 200 kW and a 0-100 km/h acceleration time of just 5.6 seconds, complemented by a new quattro intelligent all-wheel-drive system [5]. Group 2: Market Positioning - The A5L Sportback is priced starting at 259,900 yuan, positioning it competitively in the luxury fuel vehicle market [6]. - The collaboration between Audi and Huawei signifies a shift in the luxury automotive sector towards accelerated intelligent development, enhancing the future potential of this joint venture [6].
全新上汽奥迪A5L Sportback上市 首搭华为乾崑智驾
Cai Jing Wang· 2025-08-02 14:38
Core Viewpoint - The launch of the new SAIC Audi A5L Sportback marks a significant advancement in integrating high-level intelligent driving technology into fuel vehicles, featuring a starting price of 259,900 yuan and six different configurations to cater to diverse consumer needs [1][5]. Group 1: Product Features - The A5L Sportback is built on Audi's new PPC luxury fuel vehicle platform, utilizing the latest E³ 1.2 electronic architecture for high integration and flexibility [1]. - It is equipped with 32 high-performance sensors, including 12 high-definition cameras, 6 millimeter-wave radars, and 12 ultrasonic sensors, ensuring precise perception in complex environments [3]. - The vehicle features the fifth-generation EA888 engine with a maximum output of 200 kW and a 0-100 km/h acceleration time of just 5.6 seconds, showcasing its performance capabilities [3]. Group 2: Design and Comfort - The A5L Sportback retains iconic design elements such as the hatchback coupe silhouette and frameless doors, adhering to the aesthetic standards of previous A5 models [4]. - The interior features a new generation of intelligent luxury cockpit design, with front seats offering multiple adjustments, heating, ventilation, and massage functions, enhancing the overall luxury experience [4].
今日新闻丨奥迪Q6 e-tron先享礼遇价35.3万起!新款问界M7谍照曝光!
电动车公社· 2025-07-26 15:59
Group 1 - Audi Q6 e-tron is launched with a starting price of 353,000 yuan [2][3] - The new model features a fresh design language, emphasizing a youthful and sporty visual effect, with dimensions of 4884/1965/1694mm and a wheelbase of 2995mm for the Q6L e-tron [5] - The vehicle is equipped with advanced technologies including Huawei's advanced driving assistance system, 88-inch AR-HUD, and a 107kWh ternary lithium battery, offering a pure electric range of 709-765km [10][11] Group 2 - The new Wuling M7 has been spotted in spy photos, showcasing a design similar to the Wuling M9, aimed at a younger audience [12] - Following the success of Wuling M9 with over 500,000 sales and M8's monthly deliveries exceeding 20,000, the M7 is expected to undergo a refresh to bring new surprises to consumers [13]