Group 1 - Huawei successfully registered the "绝界" trademark on August 27, covering key areas such as automotive wheels, seats, electric vehicles, and hybrid/automated driving cars [1] - The registration is part of Huawei's ongoing trademark strategy, which includes over ten trademarks like "仙界," "天界," "君界," "峥界," and "江界," creating a robust brand protection framework [1] - The registration has dual strategic significance: defensive to avoid malicious trademark registrations amid intense competition in the smart automotive sector, and proactive to reserve naming space for advanced driving systems and potential niche markets [1] Group 2 - Huawei is deepening collaboration with car manufacturers through a three-tier cooperation model: providing basic hardware like motors and controllers, offering full-stack solutions for smart cockpits and autonomous driving under the HI model, and leading R&D and sales in the "智选" model [2] - The "智选" model has become a core driver of growth, with partnerships expanding rapidly after the successful validation with the Seres Aito brand, leading to collaborations with Chery, BAIC, Jianghuai, and SAIC [2] - The "鸿蒙智行" alliance aims to build a comprehensive brand matrix, targeting a price range from 150,000 to 1,500,000 yuan, with the youngest model, 尚界H5, set to launch in the fall [1][2]

Core Viewpoint - Leap Motor is in talks with Huawei to integrate Huawei's ADS driver assistance system into its vehicles, indicating a strategic shift towards higher-end models and away from its previous focus on cost-effective vehicles [1][20]. Group 1: Strategic Shift - Leap Motor aims to transition from a low-cost brand to a higher-end market player, seeking to enhance its product offerings and profit margins [3][7]. - The collaboration with Huawei is seen as a critical step in this transition, allowing Leap Motor to leverage advanced technology and brand recognition [14][20]. Group 2: Market Positioning - Leap Motor has achieved significant sales success, topping the new energy vehicle sales charts with over 50,000 units delivered in a single month by July 2025 [2]. - The company has established a manufacturing system termed "full self-research," which supports its competitive pricing strategy in the mid-range market [2][6]. Group 3: Technological Collaboration - The partnership with Huawei is not new; it follows a previous agreement to develop applications based on HarmonyOS, showcasing a history of collaboration [8]. - Huawei's ADS system offers a modular architecture that can cater to both economical and high-end models, making it attractive for Leap Motor's diverse product range [9][12]. Group 4: Cost Management - Leap Motor's cost control capabilities are expected to facilitate the integration of Huawei's advanced systems into its vehicles without compromising profitability [13][14]. - The introduction of Huawei's technology is aimed at creating a competitive value proposition in the 300,000+ yuan market segment, challenging established players [14][20]. Group 5: Industry Trends - The automotive industry is increasingly moving towards collaboration, with many manufacturers recognizing the need to integrate advanced technologies rather than relying solely on in-house development [19][20]. - Huawei's rapid expansion in the automotive solutions sector, with a reported revenue increase of 474.4% year-on-year, highlights the growing demand for smart driving technologies [19].

Core Viewpoint - The appointment of Wang Jun as co-CEO of Qianli Technology is expected to reshape the intelligent driving industry, potentially leading to a reshuffle among top players [2][3][4]. Group 1: Company Developments - Qianli Technology has appointed Wang Jun, former president of Huawei's Intelligent Automotive Solutions BU, to integrate resources and lead the technology business segment [2]. - The "Golden Triangle" team at Qianli Technology consists of Wang Jun, Yin Qi (AI algorithm), and Chen Qi (hardware), aiming to create a closed-loop system for intelligent driving [4]. - Following Wang Jun's appointment, Qianli Technology's stock price surged by 7.12% over two trading days, reflecting investor confidence in the company's technological potential [5]. Group 2: Industry Impact - Wang Jun predicts that within five years, the intelligent driving supply chain will be dominated by three major players: Huawei, Geely, and Tesla [6]. - Geely's "Tian Di Integrated Safety System" and the "Qianli Haohan" system are positioned to enhance its competitive edge in the intelligent driving sector [7]. - The "Qianli Haohan" system has undergone rigorous testing, achieving superior performance metrics compared to industry standards, which positions it as a leading product in the market [7][8]. Group 3: Technological Advancements - Geely has over 7.5 million L2-level intelligent driving vehicles, leading among Chinese automakers, with a significant amount of real-world driving data [8]. - The company has established a comprehensive AI-driven ecosystem, integrating architecture, algorithms, computing power, and data [8]. - Qianli Technology is driving a transformative wave in the automotive industry, akin to the "iPhone moment" in the smartphone sector, redefining the value of automobiles [9].