据媒体此前报道，在11月20日鸿蒙智行享界S9新品发布会的最后，余承东官宣"ONE MORE THING"： 鸿蒙智行旗舰MPV马上就要来了。 凤凰网科技讯12月9日，华为余承东携手问界、智界、享界、尊界、尚界五大品牌掌门人做客央视新闻 直播间。在互动中，余承东表示，鸿蒙智行首款MPV智界V9将于2026年春天推出，家用商用都是不错 的选择。 日前，博主"爱叨叨的Steven"分享了鸿蒙智行首款9系MPV伪装车的照片，并透露接下来应该会有一些 新车的消息公布。 据介绍，这款旗舰MPV基于华为DriveONE800V碳化硅黄金动力平台，匹配192线激光雷达、华为巨鲸 电池。同时该车还将搭载电吸电弹前备箱、主副驾双零重力座椅，后排提供双抽屉。 此外，直播中还透露，尚界还将推出两款新车，其中一款为高端轿跑，号称鸿蒙智行最时尚颜值担当。 华为常务董事、产品投资委员会主任、终端BG董事长余承东表示，新车预计明年春天见。 ...

关注 「电动车公社」 和我们一起重新思考汽车 大家好，我是电动车公社的社长。 众所周知， 华为只用了短短几年的时间，就成了车圈最炙手可热的供应商之一。 不仅凑齐了鸿蒙智行"五界"，还进一步拓展到了"三境"，采购华为解决方案的国际巨头也越来越多。 如果要问，华为为什么能做到这一点？ 相信大部分人的第一反应，会觉得是华为的智能化体验实在是太强了。 但实际上，华为 在电动化方面的赋能水平， 是丝毫不亚于智能化的。只不过鸿蒙座舱、ADS辅助驾驶表现太过亮眼，才掩盖了其电动化的锋芒。 更令人意想不到的是，并不是电芯生产企业的华为，居然有着完善的电池技术体系，在安全上更是有一手。 之所以这么说，我们先来看一组数据： 从2021年鸿蒙智行首款搭载巨鲸电池平台的车型问界M5问世以来，巨鲸电池至今已经搭载在了 100多万台车 上 ，电芯数量已经多达 1.5亿颗 。 在如此大的基数之下， 却 从未发生过一起 因电池包热失控或电芯质量问题 引发的安全事故。 要知道，"烧车"一直以来都是令所有人都有些头疼的问题。 今年动力电池"新国标"出台，要求从电池热失控后"5分钟逃生时间"， 加严变成了强制要求 "不起火、不爆炸" ， 也是为了 ...

Group 1 - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference will be held from November 6 to 8, 2025, at the Guangzhou Nansha International Convention and Exhibition Center, featuring over 200 exhibitors and 20,000 professional attendees [1][6][7] - The event will include the 2025 Qidian Solid-State Battery Golden Ding Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [1][6] - The first batch of exhibitors and sponsors includes companies such as Jin Na Technology, Ru Tian Technology, and Rongjie Energy, among others [1][6] Group 2 - Due to insufficient production capacity from Zhongchuang Xinhang, some models from Zhijie will switch to using CATL's 82 kWh battery, which meets Huawei's "Giant Whale" battery platform standards [2][5] - The transition aims to expedite vehicle deliveries and ensure customers benefit from national tax reduction policies [2][5] - The cost of CATL's battery cells is higher than that of Zhongchuang Xinhang, but vehicle prices will remain unchanged [2][5]

Core Viewpoint - The article discusses the adjustment in battery supply for certain models of the Zhijie brand due to insufficient production capacity from the original supplier, Zhongchuang Xinhang. The company will now utilize batteries from CATL to ensure timely vehicle deliveries and compliance with national tax reduction policies. Group 1 - Due to insufficient production capacity from Zhongchuang Xinhang, Zhijie models will switch to using CATL's 82 kWh batteries, which meet Huawei's "Giant Whale" battery platform standards [1] - This change aims to accelerate vehicle deliveries and allow customers to benefit from the national purchase tax reduction policy, which offers a reduction of 30,000 yuan this year and 15,000 yuan next year [2] - The cost of CATL's battery cells is higher than that of Zhongchuang Xinhang, but the vehicle prices will remain unchanged [3]

Investment Rating - The report maintains a "Buy" rating for key companies in the electric equipment and new energy sector, including CATL, Keda, and others, indicating a positive outlook for the industry [5]. Core Insights - The electric equipment and new energy sector saw a weekly increase of 3.86%, outperforming the Shanghai Composite Index, which rose by 0.21% [1]. - In August, the total electricity consumption in China exceeded 1 trillion kWh, marking a year-on-year growth of 5.0% [4]. - The report highlights the launch of new electric vehicles, including the AITO Wenjie M7 and H5, which offer various configurations and competitive pricing [2][10]. - Solar power generation capacity increased by 230.61 GW year-on-year, although August saw a month-on-month decline in new installations [3][37]. Summary by Sections New Energy Vehicles - The AITO Wenjie M7 was launched on September 23, 2025, with 12 configurations and a price range of 279,800 to 379,800 CNY, featuring both range-extended and pure electric versions [2][10]. - The H5 model was also launched, priced between 159,800 and 199,800 CNY, offering similar powertrain options [2][12]. New Energy Generation - As of August 2025, the solar power generation capacity added 230.61 GW, a 64.73% increase year-on-year, but the monthly addition in August was 7.36 GW, down 55.29% year-on-year [3][37]. - The report notes a slight increase in inverter exports, with a total of 434.02 billion CNY from January to August 2025, reflecting a 7.85% year-on-year growth [30][31]. Electric Equipment and Industrial Control - Total electricity consumption in August reached 1,015.4 billion kWh, with a cumulative total of 6,878.8 billion kWh from January to August, representing a 4.6% year-on-year increase [4]. - The report emphasizes the importance of key companies such as CATL, Keda, and others in driving growth within the sector [4][5]. Weekly Market Performance - The electric equipment and new energy sector outperformed the broader market, with significant trading volumes reported [1][4]. - Key companies to watch include CATL, Keda, and others, which are expected to benefit from ongoing industry trends [4][5].