华为和奇瑞的合作又一次升级了，智界逐步走向独立发展的 " 舞台 " 。 近期，华为与奇瑞在深圳签署智界品牌战略2.0合作协议，宣布智界品牌发展进入新阶段。双方计划未来三年投入超百亿元研发资金，研发团队规模 扩充至5000人，重点推进智能驾驶、三电系统等核心技术突破，并通过产销服一体化独立运营提升市场响应效率。 此次战略升级的核心是智界新能源公司的独立运营。 据了解，智界汽车将成立独立法人实体"智界新能源汽车有限公司"，开展产品研发、生产制造、销售服务等全流程业务。智界汽车将从此前与华为的 深度合作模式，逐步向更加市场化、独立化的运营结构过渡。 华为将全面主导智界的产品定义、销售渠道及售后服务，奇瑞则专注于生产制造与供应链管理，双方形成"华为管市场、奇瑞保生产"的分工模式。值 得注意的是，奇瑞已将智界列为"第一优先战略项目"，内部资源向智界倾斜，甚至暂停了原星纪元E08MPV项目，目前该项目团队已并入智界。 吴迪 摄 根据合作协议，华为与奇瑞将在上海、深圳设立双造型中心，并在芜湖建设"松山湖"罗兰小镇研发中心，形成多地协同的研发体系。智界超级工厂将 全面引入华为质量管控标准，冲压、焊接、涂装工序实现100%自动 ...

Core Viewpoint - The electric vehicle market is experiencing significant growth, with new models like Li Auto i8, Leapmotor L90, and AITO M8 leading the charge, indicating a shift towards electric vehicles replacing traditional fuel and hybrid cars [2][3] Group 1: Market Trends - The transition from fuel vehicles to electric vehicles is driven by technological advancements, making it essential for companies to invest in R&D and marketing resources [2] - The competition in the electric vehicle sector is intensifying, with a focus on systematic capabilities rather than just product optimization [3] Group 2: Three-Generation Law - The "Three-Generation Law" describes the product development cycle where a new product evolves through three stages: initial idea, user feedback optimization, and systematic capability integration [5][6] - Successful examples from the smartphone industry, such as Huawei's P series, illustrate how this law applies to electric vehicles, with companies needing to enhance their capabilities to create market-leading products [5][6] Group 3: Huawei's Strategy - Huawei's approach with its smart electric vehicle brand, Zhijie, involves establishing design centers in Shanghai and Shenzhen to enhance product aesthetics and technology [12] - The company is investing heavily in R&D, with plans to increase personnel to 5,000 and invest over 10 billion yuan in the next three years [12][14] - Huawei is deeply involved in the construction and operation of Zhijie's manufacturing facilities, ensuring high standards of automation and quality control [14][16] Group 4: Product Development and Market Position - The upcoming models, Zhijie S7 and R7, are set to launch with advanced features and technology, including Huawei's high-voltage battery platform and intelligent digital platform [20][22] - The differentiation of Zhijie lies in its role as a pioneer for Huawei's new technologies in the automotive sector, positioning it uniquely in the market [19][24] - The market response to the new models will be crucial in validating Huawei's application of the Three-Generation Law and its overall strategy in the electric vehicle market [24]

Core Points - Huawei's Executive Director Yu Chengdong announced the pre-order for the AITO M8 pure electric version, highlighting its features such as a 149L intelligent front trunk and nationwide charging network coverage [1] - The AITO M8 pure electric version has a starting price of 378,000 yuan and is set to launch in August [3] - The vehicle maintains a stylish design with family-style aesthetics, featuring a starry integrated light group and a continuous tail light [5] Design and Features - The AITO M8 pure electric version offers two configurations: a large five-seater and a large six-seater to cater to different user needs [5] - It is equipped with Huawei's 192-line LiDAR, a rear high-precision solid-state LiDAR, and five 4D millimeter-wave radars, enhancing active safety and intelligent driving assistance capabilities [7] Performance and Battery - The vehicle is equipped with a 100 kWh battery from CATL, with a maximum CLTC comprehensive range of 705 kilometers [9] - It features Huawei's Whale 800V high-voltage battery platform, which includes 15 layers of protection to ensure battery safety [9] - The AITO M8 pure electric version will debut with Huawei's DriveONE high-voltage seven-in-one electric drive system, known for its space efficiency, strong power, and excellent range [10]

Group 1 - The core point of the news is the announcement of the launch of the AITO M8 pure electric version by Hongmeng Zhixing, which is set to be released in August [1] - The AITO M8 features dimensions of 5190×1999×1795mm and a wheelbase of 3105mm, offering both five-seat and six-seat configurations [1] - The vehicle is equipped with the HUAWEI ADS 4 system, including advanced hardware such as 192-line lidar and multiple radar systems for enhanced perception capabilities [1] Group 2 - The AITO M8 pure electric version is powered by a 100 kWh battery from CATL, achieving a maximum CLTC range of 705 km [1] - The vehicle's battery platform incorporates 15 layers of protection, ensuring safety and performance [1] - As of June, the delivery volume of the AITO M8 exceeded 20,000 units, and the cumulative delivery has surpassed 40,000 units as of July 8 [2] Group 3 - The AITO M8 offers three configurations: Range Extender Max, Range Extender Max+, and Range Extender Ultra, with prices ranging from 359,800 to 449,800 yuan [2] - The pricing for the five-seat and six-seat versions varies, with the Range Extender Max priced at 359,800 yuan for the five-seat version and 369,800 yuan for the six-seat version [2]

Core Viewpoint - Huawei's automotive business derives its core competitiveness from its values centered on customer focus, dedication to employees, and value-driven principles. Unlike other automakers, Huawei leverages its ICT technology foundation and possesses three systematic capabilities: IPD (R&D), ISC (supply chain), and IPMS (marketing and sales) [2][7]. Group 1: Review of Huawei's Automotive Business (2020-2025) - The development of the Smart Selection model has outperformed the HI model, attributed to the past five years where the automotive sector has been influenced by smartphone methodologies, leading to high efficiency in partnerships, particularly with Seres, and capturing opportunities in the high-end market [3][7]. - The internal differences within the Smart Selection model arise from the increasing innovation requirements in the high-end market, making it more challenging to disrupt foreign brands, which may require more time for establishment [3][7]. Group 2: Outlook for Huawei's Automotive Business (2025-2030) - The next five years will focus on creating a commercial closed loop around computing power, algorithms, and data, as the automotive industry transitions into an era of intelligence. Smart cars will not merely replicate smartphones but will become crucial terminals in the AI era. Huawei's ability to maintain technological leadership and achieve a commercial closed loop will be key [4][7]. - Future successful smart cars must excel in three dimensions: aesthetic design, advanced technology (intelligent driving experience), and cost-effectiveness [4][7]. Group 3: Key Highlights for Huawei's Automotive Business in the Second Half of 2025 - Key highlights include the launch of the first new car under the "Shangjie" brand (in collaboration with SAIC) priced below 200,000 yuan, the updated M7 model under the "Wenjie" brand (in collaboration with Seres), the S9 shooting brake version under the "Xiangjie" brand (in collaboration with BAIC), and the first MPV model under the "Zunjie" brand (in collaboration with Jianghuai) [5][7]. - The year 2026 is anticipated to be a significant product year for Huawei's automotive business, with multiple new models across various brands [5][7].