7月11日，尚界汽车发布了一张预热海报，并配文"尚界上场"。华为常务董事、终端BG董事长余承东转发该海 报，并表示"今秋敬请期待！智驾好，有蓝灯！"这意味着尚界汽车首款车型有望在今年秋季上市，并搭载华为智 驾系统。 在4月16日的发布会上，上汽集团总裁贾建旭也宣布，尚界首期投入60亿元，将拿出最好、最年轻的管理人员和技 术骨干组建5000+人的尚界专属团队，同时将打造专属超级工厂，为尚界构建技术纵深护城河。 贾健旭表示：上汽会秉持"尚界至上"精神，掏出最好的资源躬身入局，让上汽的工厂里流淌着华为的代码，让华 为的算法中镌刻着上汽的匠心。 今年4月16日，在鸿蒙智行新品发布会上，华为和上汽联手打造的"第五界"SAIC尚界正式登场。这是继问界、智 界、享界、尊界之后，鸿蒙智行家族的全新成员。余承东当时就曾表示，尚界品牌的首款车型将于2025年秋季上 市，这款车在被动安全和车身结构方面做了增强。 目前，华为在智能汽车领域主要采用三种合作模式：一是零部件供应商模式——向车企提供智能驾驶、智能座 舱、激光雷达等核心零部件；二是Huawei Inside（HI）模式——为车企提供全栈智能汽车解决方案，如阿维塔 （长安）、 ...

Group 1 - Huawei's HarmonyOS Intelligent Driving achieved a total delivery of 52,700 vehicles in June, with the AITO brand contributing 44,600 units [1][3] - The AITO brand's models, particularly the M9 and M8, have shown strong sales, with M9 maintaining over 13,000 units monthly and M8 exceeding 21,000 units [1][3] - AITO's pricing strategy allows it to compete effectively against premium brands like BMW, Audi, and Mercedes-Benz, despite being priced higher [3][5] Group 2 - The AITO brand has established a strong market position, outperforming traditional luxury brands in China, even as those brands see declining sales [3][5] - Other brands under Huawei's ecosystem, such as the Enjoy and Respect series, are experiencing growth, while the Zhi series is facing significant sales declines due to missed market opportunities [5][7] - The overall sales of Huawei's intelligent driving vehicles are approaching 100,000 units monthly, driven by various partnerships and models [7][9] Group 3 - The Chinese electric vehicle market is evolving, with BYD maintaining strong sales at 370,000 units in June, primarily due to overseas growth [9][12] - Geely is also increasing its sales targets, aiming for 3 million units annually, positioning itself as a strong competitor in the market [9][12] - The overall trend indicates a growing dominance of domestic brands in the electric vehicle sector, leading to reduced market space for joint venture brands [12]

Core Insights - The phenomenon of "lower prices leading to lower sales" for Huawei's smart driving models contradicts the market trend of "price for volume" in the automotive industry [1][3][5] Group 1: Sales Performance - The AITO M9, priced around 500,000 yuan, sold over 10,000 units in May, while the more affordable Zhijie S7, priced at 200,000 yuan, only achieved sales in the hundreds [1] - Within the Wanjie brand, the M9 leads with 64,000 units sold, followed by the M7 at 41,766 units, while the M5, the cheapest model, sold less than 20,000 units [2] - The Lantu Dreamer, priced over 350,000 yuan, sold approximately 40,000 units in six months, while the lower-priced Avita 07 sold 26,000 units, and the Deep Blue L07, priced at 163,900 yuan, only sold 16,000 units [2] Group 2: Market Dynamics - The price range of 150,000 to 300,000 yuan is highly competitive, with significant sales from rivals like BYD and Tesla, which diminishes the appeal of Huawei's smart driving technology [3][5] - Consumer willingness to pay for smart driving features has decreased, with a drop of 8 percentage points in those willing to pay extra for such features compared to the previous year [5] - The trend of "free mindset" among consumers, where they expect smart driving features to be included in the vehicle price, has been reinforced by leading brands offering these features for free [5][7] Group 3: Consumer Perception - The high optional price of 36,000 yuan for Huawei's advanced smart driving features is seen as out of touch with consumer expectations, as competitors have opted for free offerings [7][8] - Many models equipped with Huawei's smart driving system have hidden price increases, making them less attractive to price-sensitive consumers [8] - The perception of Huawei's brand as a "car" is stronger than that of "Huawei smart driving," with consumers more influenced by the brand identity than by specific technological features [12][14][17] Group 4: Brand Recognition - Wanjie models dominate sales, accounting for 82.3% of Huawei's total new car deliveries in May, with strong brand recognition linked to Huawei's overall reputation [12][14] - The disparity in sales between Wanjie and other models indicates that the "Huawei car" label is more effective than the "Huawei smart driving" label in attracting consumers [17] - The marketing strategy for Wanjie has been more cohesive, with significant involvement from Huawei in various aspects of product development and sales, enhancing its brand identity [14][16]

Group 1 - The core viewpoint is that the "national team" car manufacturers, particularly Changan Automobile and its high-end brand Avita, are entering a new phase of valuation and strategic focus, aiming for profitability by 2026 [2][3][12] - Changan's chairman emphasized the commitment to support Avita's financing and listing, marking a shift from long-term strategy to a focus on scalable profitability [2][4] - Avita has achieved a milestone of over 150,000 cumulative deliveries, indicating a stable growth trajectory since its inception [6][7] Group 2 - Avita plans to expand its product matrix significantly, with 17 new models expected by 2030, aiming for global sales of 800,000 units [8][9] - The company is transitioning from self-operated stores to a franchise model, with over 700 distribution points established, targeting expansion into more than 50 countries by 2025 [10] - Avita aims to leverage advanced technology partnerships, particularly with Huawei and CATL, to maintain a competitive edge in the high-end market [11][14] Group 3 - The transformation into a "new central enterprise" enhances Avita's resource access and operational autonomy, allowing for more agile market responses [14][15] - The strategic focus on high-end electric vehicles aligns with national policies encouraging the growth of domestic brands, as evidenced by Changan's strong sales performance [13] - Avita's ambitious sales targets and clear profitability roadmap are expected to attract long-term investment interest [15][16]

1.高调现身！东风华为合作新车亮相街头：车身张贴"华为最强智驾" 2. 传微软旗下合资公司突然关停中国区业务，波及上千员工，补偿N+1，微软回应 3. 旷视科技拆除VIE架构，蚂蚁集团、联想控股持股未变 4.小米股价下跌21%，市值跌破万亿，刚精准高位配售425亿港元 5.vivo巴西子品牌JOVI首款产品将于二季度发布，长期目标对标苹果和三星 6.小米辟谣SU7被拒保：投保服务平稳正常，网传信息严重失实 7.Meta大模型被曝训练作弊，针对性优化，内部员工辞职抗议，官方回应 8.美设定48小时撤税期限，威胁对华再加征50%关税并转向第三方谈判 今日头条 HEADLINE NEWS 高调现身！东风华为合作新车亮相街头：车身张贴"华为最强智驾" 4月7日消息，日前，网络上流出了、一组疑似华为"第六界"战略下的首款SUV路试谍照曝光。从谍照来 看，车辆覆盖伪装车衣，上面标有"东风+？+华为"及"华为最强智驾"等字样。此前东风与长安合并传闻未 落定，而该伪装车同时现身于东风、长安和华为基地，这可能是三家深度协作的产物，且有望搭载华为智 驾ADS 4.0系统。 外观方面，尽管新车整体被严格伪装，但细节上仍能发现其采用 ...

但有一个观点是可以明确的，就是智驾，是真的真的不能盲目"吹"下去了。 事故本身，远没有最终定论 出品丨虎嗅汽车组 作者丨李赓 头图丨视觉中国 经历了一整晚的微信聊天记录发酵之后，小米SU7在安徽高速上智驾发生车祸，导致三名花季少女丧生的命案，登上了热榜的头条。 巨大的舆论风波背后，是大众海量的疑问：这次事故究竟是怎样发生的？为什么没有逃生？为什么救援不及时？究竟有没有开不了门？ 各种各样的讨论，将小米汽车持续带入创立以来最严峻的信任危机。 但在虎嗅汽车看来，在当前事故的所有细节并未完全披露 （尤其是当地警方的调查归因） 情况下，进行事故的归因明显时间点过早，绝大部分人也关 注错了事故真正重要的"关键点"，也忽视了引发这次事故的真凶—— 所有参与方 （包括车企、消费者、道路、监管） 的不够作为。 结合目前微信群传播的事故信息、小米的官方声明和多篇媒体报道，目前可以确定的有： 车辆碰撞之前4秒的状态大致明晰； 车辆整个碰撞过程基本 明晰。 而目前无法确定的有： 车辆事故发生之后的人员和车辆状态变化； 现场第一时间的救援状况。 先说可以确定的信息，就是车辆碰撞前后的过程。 图片出处：网友"唔染57"，如有侵权敬请告 ...

要闻提示 NEWS REMIND 1. 蔚来李斌回应"钱花在哪了"：研发投入600亿、管理经营交"学费"、换电网络等 2. 朱啸虎称要退出具身智能项目，已退出两个明星人形机器人，众擎CEO朋友圈回怼 3.淘宝买菜逐步退出社区团购，改为快递到家模式 4.美的集团2024年清仓小米股票，合计套现近20亿元 今日头条 HEADLINE NEWS 蔚来李斌回应"钱花在哪了"：研发投入600亿、管理经营交"学费"、换电网络等 3月30日消息，蔚来创始人、董事长李斌在中国电动汽车百人会论坛上回应了"蔚来的钱都花在哪里了"的 问题。他表示，蔚来的资金主要用于研发投入、管理经营以及换电网络和充电桩建设。在研发方面，蔚来 自创立至今已累计投入约600亿元，其中2024年全年研发总投入为130.37亿元，第四季度研发投入为 36.4亿元。这些投入主要用于技术创新和产品升级，以提升用户体验和产品竞争力。 在管理经营方面，李斌承认蔚来过去交了不少"学费"，也浪费了一些资金，目前公司正在不断优化管理流 程，提高运营效率。此外，蔚来在换电网络和充电桩建设上也投入巨大，不仅在城市中心等热门区域布 局，还在一些偏远地区部署充电桩，以完善充电 ...

牲产队 . 以下文章来源于牲产队 ，作者牲产队长 挣工分，磨洋工，舒服一会儿是一会儿 作者： 牲产队长 来源：牲产队（ID： gh_9adbf3261554 ) 再下一城，华为拿下宝马！ 这也意味着，德国BBA，已经全部"投华"了。因为此前，奥迪引入华为智驾，奔驰S级也引入了华为 Hicar技术。华为在拿下所有中国国有大车厂以后，终于把德系BBA也收入囊中了。 为什么宝马会投华呢？主要在于两大原因： 一是，智能化转型太慢了。 这不是宝马一家的问题，而是所有合资大车厂所共同面临的问题。宝马 与华为的合作，主要集中于智能座舱。也就是说，把鸿蒙生态车机系统，接入宝马汽车。以后，你用 华为手机，就能遥控宝马了。比如，宝马数字钥匙，华为一键启动，另外鸿蒙系统上的生态应用等， 也都能做到车机同步。 对未来而言，这套模式要是在国内取得成功。那么，华为智驾版的德国BBA，在国际市场上，几乎 就是降维打击了。当前，在特朗普同时对欧盟、中国开启关税战、贸易战的大背景下，中欧合作，就 显得尤为重要了。 中国技术可以借助欧盟品牌，打入西方市场。而欧盟品牌呢？也能凭借中国先进的智能化技术，强大 的电动化供应链，加速新能源转型。只要中欧 ...