摘要： 未来，硬件决定一辆车的下限，软件定义一辆车的上限，而进化的能力，将真正决定一辆车能走多远。 9月23日，连续14个月保持中国汽车成交均价第一的鸿蒙智行，正式宣布启动重磅升级。 据悉，此次升级包括华为乾崑智驾ADS 4等3大能力升级和30+项体验优化，能够让智能驾驶、人机交互 等核心功能实现"像人一样思考"的焕新升级。 根据官方数据，鸿蒙智行2025年第38周（2025年9月15日- 9月21日）销量为13446台，位列新势力品牌 Top1，同时年度累计销量位居新势力品牌榜首。捷报频传的背后，除了毋庸置疑的产品力优势外，用 户不分新旧、体验常用常新的长期主义视野，或许同样功不可没。 智能座舱方面，新增国庆、中秋节日壁纸，增添节日氛围；"小艺一路聊"语音助手，提升交互便捷性。 鸿蒙生态也得到了进一步拓展，手机、手表、车机之间的智能互联得到全面强化。老车主无需换车，就 能紧跟智能潮流，享受新车级体验。 开启"车随人成长"全新时代 以智能之名，体验再进化 今年以来，鸿蒙智行以"五界十车"的全矩阵布局和周订单3.5万辆的爆发式增长，成为领跑新能源行业 的中坚力量，实现了从主流到超豪华市场的全线覆盖。 与此同时， ...

Core Insights - The article highlights the remarkable success of the Shangjie H5, which achieved 25,000 pre-orders within one hour and surpassed 50,000 orders in 18 hours, ultimately reaching over 80,000 orders [1][5][7] - The Shangjie H5 is positioned as a "super value" SUV, redefining the standards for intelligent vehicles in the 200,000 RMB price range [3][19][22] - The collaboration between Huawei and SAIC Motor is emphasized as a key factor in the development of the Shangjie H5, showcasing a new model of cooperation in the automotive industry [9][29][31] Group 1: Product Development and Features - The Shangjie H5 is described as the "most cost-effective Hongmeng intelligent SUV," featuring advanced technologies such as the Huawei Qiankun Intelligent Driving ADS 4 system and a 192-line laser radar, starting at a price of 169,800 RMB [7][21][22] - The vehicle aims to provide a comprehensive user experience by integrating aesthetics, performance, space, and intelligence, challenging traditional automotive design paradigms [19][24][31] - The project was characterized by high-level oversight and frequent communication between Huawei's Yu Chengdong and SAIC's Jia Jianxu, ensuring rigorous standards were met throughout the development process [11][13][26] Group 2: Market Positioning and Strategy - The Shangjie H5's pricing strategy includes a cash subsidy of 450 million RMB, allowing for a reduction in price as more orders are placed, which is unprecedented in its class [22][24] - The vehicle's introduction is seen as a response to the oversaturation of models and configurations in the market, aiming to create a truly "scarce" product that meets consumer demands for intelligent features at an accessible price [22][27] - The collaboration between Huawei and SAIC is framed as a shift from traditional competition to a cooperative model, where both companies leverage their strengths to create a superior product [29][31] Group 3: Industry Implications - The success of the Shangjie H5 is expected to trigger a reevaluation of value propositions in the automotive industry, particularly in the 200,000 RMB segment, where intelligent features are becoming essential [22][31] - The vehicle sets a new benchmark for what consumers can expect in terms of intelligent driving capabilities and overall vehicle performance, potentially reshaping market dynamics [19][22][31] - The partnership between Huawei and SAIC serves as a model for future collaborations in the industry, emphasizing the importance of combining technological innovation with manufacturing expertise [29][31]

Core Viewpoint - The article emphasizes the emergence of the Shangjie H5 as a "super value car" in the context of an oversaturated market, highlighting its unique combination of advanced technology and affordability, which sets a new benchmark for 200,000 yuan SUVs [3][26]. Group 1: Product Launch and Market Reception - During the Chengdu Auto Show, the Shangjie H5 achieved remarkable sales, with 25,000 orders in the first hour and over 50,000 within 18 hours, ultimately surpassing 80,000 pre-orders [3]. - The vehicle is positioned as the "most cost-effective Hongmeng intelligent SUV," showcasing a high level of intelligence and safety features that are unprecedented in its class [3][20]. Group 2: Leadership and Collaboration - The project was closely overseen by Yu Chengdong from Huawei and Jia Jianxu from SAIC, who maintained frequent communication to ensure high standards were met throughout the development process [7][11]. - Yu Chengdong's involvement was pivotal, as he acted as a "chief product manager," pushing the team to redefine the standards for a 200,000 yuan intelligent vehicle [13][20]. Group 3: Design and Engineering Philosophy - The design philosophy of the Shangjie H5 focused on achieving a balance between aesthetics, performance, and user experience, challenging traditional automotive design norms [14][20]. - The collaboration between Huawei and SAIC led to a unique approach where both companies leveraged their strengths, with Huawei focusing on smart technology and SAIC on manufacturing efficiency [30][33]. Group 4: Market Impact and Future Implications - The Shangjie H5 redefines the expectations for intelligent vehicles in the 200,000 yuan segment, making advanced features like the Huawei Qiankun Intelligent Driving ADS 4 system standard [24][25]. - This vehicle's success is expected to trigger a shift in the automotive industry, prompting both domestic and international brands to rethink their strategies regarding intelligent features and pricing [35].

Core Viewpoint - The launch of the all-new AITO M7 marks a significant shift in the automotive market, emphasizing a comprehensive upgrade in technology, design, and user experience, which has led to strong market demand and sales performance [4][11][13]. Group 1: Product Launch and Market Response - The all-new AITO M7 achieved over 100,000 orders within the first hour of its pre-sale, indicating a strong market response and exceeding expectations [4]. - The vehicle is positioned as a significant competitor in the 300,000 RMB price range, enhancing the brand's competitiveness in this segment [11][12]. Group 2: Technological Advancements - The AITO M7 features the Huawei QianKun Intelligent Driving ADS 4 system, which includes both roof-mounted and cabin laser radar options, enhancing its active safety capabilities [5][7]. - The vehicle's cabin is designed to meet C-AHI five-star standards, utilizing innovative materials for air quality management and safety [9]. Group 3: User Demographics and Preferences - The primary user demographic for the AITO M7 consists of middle-aged males from first-tier cities, with a strong preference for intelligent features and safety [5]. - The vehicle's appeal lies in its focus on smart technology and safety, addressing the core needs of its target consumers [5][13]. Group 4: Competitive Landscape - The AITO brand has seen significant growth, with over 750,000 cumulative deliveries as of August, positioning itself as a leader in the luxury electric vehicle market [11]. - The competitive landscape is shifting, with domestic brands increasing their market share in the 300,000 RMB segment, while traditional luxury brands face declining market presence [12]. Group 5: Future Outlook - The AITO M7's success is part of a broader strategy to shift from parameter-based competition to value-based competition, focusing on core technology and user experience [13]. - The brand aims to continue leveraging its technological advancements and user insights to drive future growth and market penetration [13].