关注 「电动车公社」 和我们一起重新思考汽车 就在刚刚，鸿蒙智行投下了2025年最重磅的核弹。 华为与上汽合作的 "第五界" 尚界 的首款车型， 尚界H5 正式上市了。 15.98万元的起售价 ，不仅比预售价便宜了1万块，也大幅度刷新了鸿蒙智行的购车门槛。 在现场，尚界H5直接打出了 "主流市场破局者" 的口号，杀进了车市最基本盘的核心价位段。而这里，正是丰田大众等合资品牌，以及比亚迪、吉利等自主品 牌的地盘。 自从8月25号尚界H5开启预售以来，1小时就斩获了2.5万订单，不到半个月订单数已经突破10万。 而尚界H5上市 1个小时 ， 大定突破了1万辆 ，可见这款车的火爆程度。 话不多说，咱们今天这篇文章就一起来聊聊，尚界H5这款车到底有哪些亮点？华为为何会与上汽牵手合作，背后又有哪些鲜为人知的故事？ 01. 最亲民的鸿蒙车 纵观整场尚界H5发布会， "远超同级" 几乎成了余承东口中出现最多的词。 尚界H5选定的同级对比竞品，是奔驰GLC和奥迪Q5L这两款典型的B级豪华SUV。 尽管尚界H5车长不到4.8米，轴距不到2.9米，但却挖掘出了 超过1.9米的乘员舱纵深空间， 同时坐垫长度、厚度，头枕高度，二排腿 ...

Core Insights - The launch of the Shangjie H5 marks the introduction of a new automotive brand developed through the collaboration between Huawei and SAIC Motor, utilizing the Hongmeng Intelligent Driving model [2] - The Shangjie H5 is priced starting at 159,800 yuan and is equipped with the Huawei ADS 4 advanced driver assistance system, making it the first model under 200,000 yuan to feature this technology [2] - Analysts from Huachuang Securities and Dongfang Securities express optimism regarding the market potential and sales outlook for the Shangjie brand, highlighting its competitive advantages and strong market positioning [2] Company Collaboration - The partnership between SAIC Motor and Huawei combines SAIC's extensive experience in manufacturing and supply chain management with Huawei's expertise in smart technology and product definition [2] - This collaboration is expected to create a complementary advantage, enhancing the overall competitiveness of the Shangjie brand in the automotive market [2] Market Potential - The Shangjie brand is positioned as the first entry into the economy car segment within the Hongmeng Intelligent Driving framework, indicating a significant market opportunity and high sales ceiling [2] - The Shangjie H5 is anticipated to attract considerable market attention due to its competitive pricing and advanced features, contributing to a positive sales forecast [2]

Core Viewpoint - The latest updates on the ADS4 upgrade and pure electric delivery visualization for the Wanjie M8 have been shared, indicating significant advancements in the company's autonomous driving technology and delivery capabilities [1] Group 1: ADS4 Upgrade - The ADS4 upgrade for the Wanjie M8 has received approval and is expected to begin rolling out on September 19 [1] - The pure electric delivery app will also be pushed out in batches in the coming days [1] Group 2: ADS4 System Overview - Huawei officially launched the QianKun ADS 4 auxiliary driving system in April, which consists of four versions: ADS SE, ADS Pro, ADS Max, and ADS Ultra [1] - The flagship version of the ADS 4 system supports Level 3 autonomous driving on highways [1] Group 3: Performance Metrics - By July 2025, over 1 million vehicles equipped with Huawei's QianKun intelligent auxiliary driving system are projected to be on the road [1] - The laser radar shipment is also expected to exceed 1 million units [1] - Since its launch, the system has accumulated 4 billion kilometers of assisted driving mileage and has successfully avoided 2.54 million potential collision events [1]

Core Insights - The launch of the Lantu Taishan SUV signifies a strong push by Chinese brands into the high-end SUV market, with a starting price expected to be above 470,000 yuan [1][14] - The vehicle embodies a blend of luxury, Chinese aesthetics, and advanced technology, representing a shift in the luxury definition from merely meeting functional needs to conveying cultural significance [9][10] Industry Trends - The automotive industry is undergoing a transformation towards green energy, with electric vehicles (EVs) being pivotal in achieving China's "3060 dual carbon goals" [3][14] - The Lantu Taishan serves as a model for how domestic brands can align with national strategies, showcasing a comprehensive approach from design to energy systems [3][14] Technological Advancements - The Taishan features an 800V hybrid platform, which enhances energy efficiency and reduces charging times, marking a significant upgrade from the traditional 400V systems [6][7] - It supports ultra-fast charging capabilities, allowing users to charge from 20% to 80% in just 12 minutes, effectively addressing charging anxiety [6][12] Design and Aesthetics - The SUV's dimensions (5230mm length, 2025mm width, 3120mm wheelbase) and design elements convey a sense of presence and confidence, drawing parallels with luxury brands like Rolls-Royce [9][10] - The incorporation of Chinese aesthetic principles into the design reflects a cultural narrative, moving beyond mere imitation of Western luxury [9][10] Driving Experience - The introduction of rear-wheel steering technology enhances maneuverability in urban settings, challenging the perception of large SUVs as cumbersome [12] - The vehicle is equipped with Huawei's ADS 4 advanced driver-assistance system, featuring 34 sensors, which provides a high level of autonomous driving capability [12][14] Conclusion - The Lantu Taishan represents a significant milestone for Chinese automotive brands, combining advanced technology, cultural design, and a commitment to sustainability, positioning it as a potential benchmark in the industry [14]

Core Insights - The launch of the Shangjie H5, priced at 169,800 yuan, marks a significant collaboration between SAIC and Huawei, showcasing their shift from competition to partnership [1][3] - The Shangjie H5 targets the mainstream market segment priced between 150,000 and 250,000 yuan, which is highly competitive and crucial for both companies' growth strategies [3][5] Group 1: Market Positioning - The Shangjie H5 aims to penetrate the 150,000 to 250,000 yuan market, which is dominated by established brands like BYD, Geely, and Chery, as well as new entrants like XPeng and Leap Motor [3][5] - The target demographic for the Shangjie H5 is primarily young consumers aged 25 to 35, who are price-sensitive yet willing to invest in advanced driving assistance systems [5][9] Group 2: Strategic Collaboration - SAIC provides large-scale manufacturing capabilities and supply chain management, while Huawei contributes its expertise in smart driving and cockpit technology [7] - The partnership aims to create a comprehensive offline marketing system through Huawei's HarmonyOS user center, enhancing the delivery and customer experience of the new vehicle [7] Group 3: Brand Development - Establishing a strong brand narrative and identity is essential for the Shangjie H5 to resonate with consumers, as young buyers often choose brands that reflect their lifestyle values [7][9] - The success of the Shangjie H5 will depend on transforming product advantages into superior user experiences across all customer touchpoints, from test drives to after-sales service [9]

Group 1 - The new Zhijie R7 will officially launch on August 25 in Chengdu, with a pre-order channel now open and limited-time benefits for early reservations [1] - The new model features comprehensive upgrades in appearance, interior, intelligent driving, and comfort configurations, including a new "Aurora Green" color inspired by natural auroras [4] - The interior introduces a dual-tone scheme of Roland Purple and Apricot, along with Huawei's unique "Nacre Craft" for a distinctive texture in each vehicle [4] Group 2 - The vehicle is equipped with Huawei's ADS 4 auxiliary driving system, enhancing obstacle recognition in complex environments through advanced radar technology [4] - The pure electric version boasts a maximum range of 802 km, with a rapid charging capability of 400 km in just 15 minutes; the range-extended version offers two battery options with a maximum pure electric range of 360 km [4] - The comprehensive range of the range-extended version reaches 1673 km, with a low fuel consumption of 5.68 L/100 km when the battery is depleted [4]

Group 1 - The core point of the article is the announcement of the new R7/S7 models by Hongmeng Zhixing Zhijie Automobile, which are now available for pre-order starting at 258,000 yuan [1] - The new models feature the Huawei ADS 4 assisted driving system, equipped with advanced technologies including 192-line laser radar and high-precision solid-state laser radar [1] - The company is entering its 2.0 phase, planning to invest over 10 billion yuan and expand its R&D team to 5,000 people to enhance its technological leadership [1] Group 2 - The new models are marketed as "more beautiful, stronger, and disruptive," with a pre-order benefit of a 2,000 yuan deposit that can offset 5,000 yuan of the final purchase price [1] - The establishment of a new independent operation for the Zhijie New Energy Company aims to integrate production, sales, and services [1] - Multiple new products are expected to be launched, contributing to a robust product matrix for the brand's long-term development [1]

8月7日，智界在深圳签约并启动沪深双设计中心，次日双 7 新改款将开启小订。这是华为与奇瑞深度合作的关键动作：奇瑞全面押注智界，放弃星纪元资 源倾斜，其 "纯血鸿蒙" 路线携高规格智驾配置来袭。这场被视为背水一战的博弈，成败或改写中国智能电动车格局。 8月7日，智界品牌战略合作协议签约在深圳举行，并宣布智界上海深圳双设计中心正式开业，在经历内部磨合与市场起伏后，华为与奇瑞双方试图通过体 系重构与产品升级，为智界品牌奠定新的起点。 智界这些新动作也弥漫着背水一战的硝烟味，这是一场押注华为全栈技术的"纯血鸿蒙"实验。若败，无疑是鸿蒙智行的一大挫折。若成，中国智能电动车 格局有望被改写。 迟到的品牌"成人礼" 8月8日，智界R7与S7新款车型（下称"双7新款"）将同步开启小订，这是品牌重塑的第一枪。官方信息里藏着近乎"奢侈"的技术宣言：全系标配192线激光 雷达、后向高精度固态激光雷达、4D毫米波雷达和ADS小蓝灯，再加上华为ADS 4辅助驾驶系统…… "纯血鸿蒙"的概念此前针对智界被明确提出，双7新款正是新的印证。近期，智界产品总监海蓝天在用户社区强调，智界的定义、设计、质量、供应链、 营销、渠道、服务都严格遵循 ...

Core Viewpoint - The collaboration between Huawei and Chery through the launch of the Zhijie brand and the establishment of dual design centers in Shanghai and Shenzhen marks a significant strategic shift, aiming to reshape the landscape of China's smart electric vehicle market with a focus on Huawei's full-stack technology and the "pure blood HarmonyOS" approach [1][4][5]. Group 1: Strategic Developments - On August 7, the Zhijie brand strategic cooperation agreement was signed in Shenzhen, and the dual design centers were officially opened, indicating a new starting point for the Zhijie brand after internal adjustments and market fluctuations [2]. - Chery has fully committed to the Zhijie brand, abandoning the Star Era resources, which is expected to enhance Zhijie's market position and eliminate internal competition for resources [8][10]. - The launch of the new R7 and S7 models, referred to as the "Double 7 New Models," is seen as the first step in brand rejuvenation, featuring advanced technology such as 192-line laser radar and the Huawei ADS 4 driving assistance system [5][26]. Group 2: Product and Market Strategy - Zhijie plans to expand its product lineup beyond the Double 7 models, with intentions to introduce a large SUV (R9) and the first MPV model under the HarmonyOS driving system, reflecting ambitions to penetrate broader market segments [7]. - The "Double 7 New Models" are positioned as a critical product for achieving the "third generation of maturity," with a focus on high-end specifications and user experience, aiming to compete directly with established players like Tesla [25][26]. - The strategy includes a "no optional extras" approach, where key features are standardized across all models to simplify user decision-making and enhance customer satisfaction [25][26]. Group 3: Operational and Structural Changes - The restructuring of the Zhijie project has transitioned from a divisional model to an independent subsidiary, allowing for more efficient decision-making and a clearer delineation of responsibilities between Huawei and Chery [13][14]. - The establishment of a dedicated R&D base in Wuhu, along with the relocation of the engineering team, aims to enhance research efficiency and align with Huawei's operational standards [15][11]. - The collaboration has evolved from initial disagreements over control to a more integrated partnership, with Huawei taking the lead in product quality and operational management while Chery provides strategic support [16][13]. Group 4: Challenges and Adaptations - Zhijie's journey has faced significant challenges, including delivery issues and market fluctuations, which have prompted a reevaluation of operational strategies and a focus on rebuilding trust with consumers [18][20]. - The brand's initial high order volume for the S7 was met with delivery delays due to production capacity issues, leading to a reassessment of supply chain resilience and user response mechanisms [18][20]. - The transition from a reliance on Huawei's brand strength to a more user-centric approach marks a critical evolution in Zhijie's operational strategy, emphasizing direct user engagement and efficient manufacturing processes [20][21].

Core Insights - The AITO Wenjie M8 electric version has achieved significant pre-sale success, with over 10,000 orders in just 8 hours and more than 15,000 orders within 72 hours, reflecting strong brand recognition and consumer demand [1][2] - The automotive industry is facing unhealthy "involution" competition, primarily driven by price wars, which threaten the quality and brand trust of electric vehicles [2][3] - The Wenjie M8 is positioned as a family-oriented smart flagship SUV, with a price range of 359,800 to 449,800 yuan, and has seen cumulative deliveries surpassing 40,000 units [1][2] Industry Trends - China's new energy vehicle (NEV) market is experiencing rapid growth, with production and sales reaching 6.968 million and 6.937 million units respectively in the first half of 2025, marking year-on-year increases of 41.4% and 40.3% [2] - NEVs accounted for 44.3% of total new car sales, indicating a significant market penetration [2] Product Features - The Wenjie M8 emphasizes safety with a high-strength body structure, comprehensive airbag systems, and advanced active safety technologies such as automatic emergency braking and lane-keeping assistance [2][3] - Comfort features include a spacious interior with a 3,510 mm effective space and a "room rate" of 67.6%, catering to family users [3] - The vehicle is equipped with a state-of-the-art smart cockpit featuring over ten screens and HarmonyOS 4, enhancing user interaction and experience [4] Market Positioning - The Wenjie M8 pure electric version is set to launch with a maximum range of 705 km, powered by a 100 kWh battery from CATL, and features advanced safety measures [5][8] - The Wenjie brand has established a comprehensive product matrix across the 300,000 to 500,000 yuan market segment, with models like the M7, M8, and M9 catering to different consumer needs [9][14] Competitive Strategy - The brand aims to redefine value through technology-driven innovation, moving away from traditional pricing strategies to establish a unique market position [17] - The Wenjie M8's success illustrates a new approach in the NEV sector, focusing on consumer value propositions and technological luxury to differentiate from competitors [4][17]