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]

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 ...

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 ...