Core Insights - The article discusses the brand strategy 2.0 of Zhijie, emphasizing the concept of "pure blood" Hongmeng Intelligent Driving, which requires three conditions: independent brand operation, Huawei's full-link leadership, and the ability to incubate Huawei's innovative technologies [1] Group 1: Brand Independence - Zhijie will establish Zhijie New Energy Company starting September, with a significant investment in talent acquisition from Huawei, including experts in design, supply chain management, and quality control [1] - The company plans to invest hundreds of billions in R&D over the coming years and expand its workforce to 5,000 researchers [1] Group 2: Huawei's Full-Link Leadership - Zhijie has fully integrated Huawei's management system, ensuring that every stage of product design, development, testing, and delivery is led and deeply involved by Huawei [1] - The entire product lifecycle adheres to the standards set by Hongmeng Intelligent Driving [1] Group 3: Technology Incubation - Several core technologies of Hongmeng Intelligent Driving are being incubated and launched at Zhijie, including iDVP architecture, Tuling intelligent chassis platform, Huawei DriveONE motor, giant whale battery platform, and Snow Owl range extension system [1] - The upcoming Zhijie R7/S7 models will debut features such as a 16.1-inch 3K in-car screen, Huawei Sound 21 speakers, and enhanced intelligent driving hardware [1][2] - Multiple new models are expected to be launched by Zhijie by 2026, with pre-orders for the R7/S7 starting on August 8 [2]

Core Viewpoint - Toyota's joint venture GAC Toyota is setting a precedent for foreign brands by collaborating with local tech giants Huawei and Xiaomi, indicating a shift in the approach of foreign automakers towards local partnerships in the competitive Chinese market [4][5][10]. Group 1: Collaboration and Market Strategy - GAC Toyota's recent event showcased a collaboration between Huawei, Xiaomi, and Momenta, highlighting a significant shift in the attitude of foreign automakers towards local tech companies [4][5]. - GAC Toyota has upgraded its partnership with Huawei to a full-scale collaboration, which may encourage other joint ventures to follow suit [5][10]. - The upcoming GAC Toyota model, the Platinum Smart 7, will be the first to integrate Huawei's DriveONE motor, HarmonyOS cockpit, and Xiaomi's ecosystem, showcasing a comprehensive tech integration [7][10]. Group 2: Market Performance and Trends - In the first five months of the year, GAC Group's total sales reached 605,225 units, a year-on-year decline of 13.48%, while GAC Toyota's sales increased by nearly 3% to 273,600 units [8][9]. - The collaboration with tech companies is expected to attract both Huawei and Xiaomi's customer bases, potentially boosting GAC Group's sales performance [10][20]. - The changing consumer preferences, with a significant portion of users opting for traditional brands over new entrants, presents an opportunity for foreign automakers to regain market share [19][20]. Group 3: Industry Dynamics - The automotive industry is witnessing a transformation as foreign automakers recognize the importance of local technology partnerships to enhance their competitiveness in the Chinese market [12][16]. - The collaboration between traditional automakers and local tech firms is seen as a rapid way to improve their smart technology capabilities, which are becoming essential in the current market landscape [14][16]. - The shift in strategy among joint ventures, as exemplified by GAC Toyota, serves as a model for other foreign automakers in adapting to the evolving market demands in China [16][20].

Group 1 - GAC Toyota will launch extended-range versions of the new generation Highlander and Sienna, creating two exclusive platforms for Chinese users [2][5] - The collaboration with Huawei will expand from point-to-point vehicle-machine cooperation to a more diversified partnership, including HarmonySpace 5 cockpit and Huawei DriveONE motor [4][6] - GAC Toyota will also integrate into the Xiaomi automotive ecosystem, becoming the first international automaker to establish substantial cooperation with Xiaomi [7][9] Group 2 - GAC Group's flying car, GOVY AirCab, was unveiled with a price not exceeding 1.68 million RMB, featuring a carbon fiber composite body and multiple redundancy safety designs [10][13] - The GOVY AirCab aims to start demonstration operations in the Guangdong-Hong Kong-Macao area this year, with deliveries expected by the end of 2026 [13][15] Group 3 - Leap Motor opened its first store in Hong Kong, marking its entry into the market and competing with brands like BYD and Xpeng [16][17] - The company plans to accelerate its expansion into Southeast Asia and the Middle East, leveraging Stellantis Group's sales channels [17] Group 4 - Lynk & Co announced its first mid-to-large plug-in hybrid sedan named Lynk & Co 10 EM-P, featuring a 1.5T+DHT Evo+ dual-motor all-wheel drive system with a maximum power of 390kW [18][19] - The Lynk & Co 10 EM-P will be equipped with the latest NVIDIA Thor chip and laser radar, boasting a computing power of 700 TOPS [19]