兰天集团相关负责人表示："尚界用户中心·长沙大道的开业，是集团布局7家鸿蒙智行门店的重要组成部分。我们 将以'科技+服务'双驱动模式，推动长沙汽车消费向智能化、场景化转型。" 这家用户中心位于长沙大道核心商圈，以"极简·通透·开放"为设计理念，设有车型展区、用户洽谈区、休闲咖啡吧 等功能区域。门店不仅展示最新智能汽车产品，还提供试乘试驾、订车交付、售后服务等一站式体验。据介绍， 开业期间，到店用户可享受试驾礼、订车礼等专属权益，尚界全系车型已同步开启交付。 此次新用户中心的落地，不仅完善了鸿蒙智行在华中地区的服务网络布局，也为长沙作为中部智能汽车消费重镇 注入新动能，将进一步推动智慧出行生态在区域的深度渗透。 长沙晚报掌上长沙11月23日讯（全媒体记者 曹开阳）11月22日，鸿蒙智行尚界用户中心·长沙大道开门迎客，标志 着上汽与华为深度合作的智能汽车品牌正式登陆长沙市场。这也是兰天集团在湖南布局的重要一环，将为当地消 费者带来15万至25万元价格区间的智能出行新选择。 鸿蒙智行是华为面向汽车行业提供的智能汽车解决方案品牌，通过与汽车制造商深度合作，将华为的智能驾驶、 智能座舱、智能网联等技术能力赋能给合作伙伴 ...

11月20日晚，广汽集团与华为乾崑打造的全新品牌启境首次亮相。 "五界"已陆续推出，中国汽车市场竞争趋于白热化，为什么还要一个新的汽车品牌？启境作为华为"境系列"的首个品牌，不乏面临质疑。 华为智能汽车解决方案BU首席执行官靳玉志和启境首席执行官刘嘉铭在启境媒体沟通会上这样解释称：从市场上看，目前为止，很难找到一个既时尚又安 全，还要智能，更具有操控性的车。所以希望能打造这样的"Dream Car"（梦想车），来填补市场空白。 华为创始人任正非则提议要取一个更加年轻、更加科技的新品牌名称。新诞生的启境，瞄准年轻人。在激烈的新能源汽车市场里，启境需要在智能化、产品 品质等核心维度快速建立明显的差异化标签、积累口碑，更需要通过首款车型直接塑造消费者对启境的第一印象。 "讨论项目时甚至'吵架'" 刘嘉铭在11月20日发布会上介绍，启境将在2026年推出两款新车，其中首款猎装轿跑明年6月上市交付。 销售渠道上，不同于鸿蒙智行模式下的产品主要通过华为门店销售的方式，启境有独立的销售渠道，不进入华为终端门店。徐州、泉州等30座新城市被纳入 战略布局，启境汽车已面向全国展开经销商招募，并计划以"1（用户中心）+N（体验中心 ...

Core Viewpoint - Huawei Technologies Co., Ltd. has applied for the registration of the trademark "Qijie," which is currently in the substantive examination stage, indicating its ongoing expansion into the automotive sector [1] Group 1: Trademark Application - The "Qijie" trademark falls under International Class 12, covering products and services related to automobiles, including car doors, vehicles, hybrid cars, electric vehicles, and autonomous driving cars [1] - Huawei has previously applied for nearly 200 trademarks containing the character "Jie," indicating a strategic focus on building a brand matrix centered around this character [1] Group 2: Brand Strategy - The existing brand matrix under Huawei's HarmonyOS Intelligent Driving includes five brands: Wenjie, Zhijie, Xiangjie, Zunjie, and Shangjie, which cater to various market segments from mainstream to high-end and from family to personalized vehicles [1] - The application for the "Qijie" trademark is not aimed at launching a new brand outside the existing five brands but rather continues to enhance the brand portfolio [1]

Core Viewpoint - The article highlights the rapid growth and market penetration of Hongmeng Zhixing, which achieved one million vehicle deliveries in 43 months and an average transaction price of 390,000 yuan, positioning itself competitively against traditional luxury brands like BMW, Mercedes-Benz, and Audi [1][2][5]. Summary by Sections Market Performance - Hongmeng Zhixing reached a milestone of one million deliveries in just 43 months, outperforming competitors like Li Auto and Leap Motor, which took 58 and 75 months respectively [2]. - The average transaction price of vehicles sold by Hongmeng Zhixing is 390,000 yuan, placing it within the price range of traditional luxury brands [5]. Competitive Landscape - The competitive dynamics have shifted, with traditional luxury brands like BBA (BMW, Benz, Audi) facing pressure to lower prices to maintain sales, resulting in a decline in revenue and profit [5][6]. - Hongmeng Zhixing's brand matrix includes various models targeting different market segments, with Wanjie being the sales leader [2][6]. Product Offerings - The Wanjie M9 and M8 models have significantly contributed to the average transaction price, with the M9 being a top seller in the 500,000 yuan and above market segment [7][8]. - The launch of the Xiangjie S9T, a family-oriented travel car, has also seen strong initial sales, indicating a successful entry into a niche market [8][9]. Strategic Collaborations - Over 20 automakers have formed deep collaborations with Huawei, indicating a shift from viewing Huawei as a competitor to a valuable partner in the automotive sector [2][6]. - The collaboration model allows for shared technological advancements and a unified product experience, enhancing the overall value proposition for consumers [6][11]. Market Disruption - Hongmeng Zhixing is redefining the luxury car market, traditionally dominated by foreign brands, by leveraging advancements in electric and intelligent vehicle technologies [12][18]. - The brand is successfully penetrating the ultra-luxury market with the launch of the Zunjie S800, which has set new sales records for domestic ultra-luxury vehicles [9][17]. Ecosystem Development - The article emphasizes the importance of ecosystem collaboration, with companies like SAIC and Huawei working together to create vehicles that integrate advanced technologies while maintaining cost efficiency [20][23]. - The establishment of independent entities for product development and manufacturing, as seen in the partnership with Chery, signifies a strategic move towards a more integrated automotive ecosystem [21][22]. Future Outlook - The ongoing development of new models and the enhancement of service standards are expected to further increase market share in the mid-to-high-end segments [23]. - The article concludes that the competition in the high-end automotive market is just beginning, with significant potential for growth driven by technological innovation and collaborative ecosystems [23].

Core Viewpoint - The new energy vehicle market is experiencing intense competition among emerging car manufacturers, with several companies achieving record sales in September, marking a significant milestone in their delivery capabilities [3][4]. Group 1: Sales Performance - Several new energy vehicle manufacturers, including Leap Motor, Zeekr, and NIO, have all surpassed 30,000 units in sales for September, indicating a strong market presence [3]. - Leap Motor achieved a remarkable delivery of 66,657 units in September, maintaining its lead among new energy vehicle companies for seven consecutive months [4]. - Xiaomi and Xpeng both crossed the 40,000 unit delivery mark in September, with Xpeng reporting a 95% year-on-year increase in deliveries [5]. Group 2: Milestones and Targets - Leap Motor celebrated the production of its one-millionth vehicle in September, becoming the second new energy vehicle manufacturer to join the "million club" after Li Auto [4]. - NIO aims to deliver 150,000 vehicles in Q4 to reach the one-million delivery milestone for the year, with a current total of 872,800 vehicles delivered [6]. - Li Auto, despite being the first to enter the "million club," faced a 36.8% year-on-year decline in September sales, delivering 33,951 units [7]. Group 3: Market Dynamics - Hongmeng Zhixing reported a total delivery of 52,916 units in September, with cumulative deliveries exceeding 950,000, while maintaining the highest average transaction price among new energy brands [8]. - Zeekr and Lynk & Co combined sales reached 51,519 units in September, but their annual target completion rate stands at only 54.24% [8]. - Lantu Motors delivered 15,224 units in September, reflecting a 12.73% month-on-month increase [9].

Core Insights - The new energy vehicle market is experiencing intense competition among seven key players, with each achieving sales of over 30,000 units in September [1] - The term "million club" is expected to be a significant focus in the latter half of the year, with several companies aiming to reach this milestone [1] - Leap Motor has become the second new energy vehicle company to reach the "million club" with its 1 millionth vehicle produced [1][4] Sales Performance - Leap Motor delivered 66,657 vehicles in September, maintaining its leading position among new energy vehicle companies for seven consecutive months [1][3] - NIO delivered 34,749 vehicles in September, with a year-to-date total of 872,800 vehicles, aiming for 150,000 deliveries in Q4 to reach the 1 million target [4] - Ideal Auto's September sales were 33,951 vehicles, showing a 19.01% month-over-month increase but a 36.8% year-over-year decline [5] Target Completion Rates - Leap Motor has achieved a cumulative delivery of 395,516 vehicles, with a completion rate of 68.19% against its adjusted target of 580,000 [2][3] - Xiaopeng Motors has delivered 313,196 vehicles year-to-date, achieving an 82.42% completion rate against its target of 380,000 [2][3] - Xiaomi's estimated deliveries are at least 257,926 vehicles, with a completion rate of 73.69% against its annual target of 350,000 [2][3] Competitive Landscape - Hongmeng Zhixing reported 52,916 vehicle deliveries in September, with total deliveries surpassing 950,000 [7] - Zeekr (part of Geely) sold 51,519 vehicles in September, with a year-to-date total of 385,072, achieving a completion rate of 54.24% against its target of 710,000 [7] - Other companies like Lantu and Avita have not disclosed their sales figures for September, while Deep Blue has lowered its annual target from 500,000 to 360,000 [7]

Core Insights - Huawei has appointed Yu Chengdong as the head of the Investment Review Board (IRB), a committee responsible for key strategic decisions regarding resource allocation, project initiation, and budget approval, with a focus on artificial intelligence (AI) [1] - The establishment of the IRB under Yu Chengdong signifies Huawei's commitment to prioritizing AI in its development strategy over the next decade, aiming to achieve global leadership in the AI sector [1] - Yu Chengdong's dual expertise in technology commercialization and strategic execution is expected to drive breakthroughs in AI chips, large models, and smart vehicles, positioning Huawei to compete effectively in the global tech landscape [1] Investment Strategy - The IRB will ensure that strategic resources are heavily directed towards AI, indicating a shift in Huawei's focus towards integrating AI into its core business operations [1] - Previous business groups within Huawei also had their own IRB committees, but the company-level IRB will manage broader capability investments that are not fully covered by individual business units [1] AI Infrastructure and Applications - Huawei's AI strategy encompasses the entire industry chain, from foundational infrastructure to upper-level applications [2] - The company has developed a computing power system based on Kunpeng for general computing and Ascend for intelligent computing, with plans for continuous evolution of Ascend chips [3] - Huawei's "Tian Gong Plan" has committed 1 billion yuan to support the HarmonyOS AI ecosystem, aiming to foster over 10,000 AI-native service components and 5,000+ intelligent agents, with over 20 million HarmonyOS 5 devices sold to date [3] Smart Automotive Sector - Smart vehicles represent a significant area of focus for Huawei's AI initiatives, with sales of HarmonyOS-powered vehicles reaching approximately 46,000 units in August and a cumulative total of about 296,000 units in the first eight months of the year [3] - Collaborations with various automotive manufacturers, including SAIC, Chery, and BAIC, have led to the launch of multiple vehicle brands, showcasing Huawei's commitment to integrating AI into the automotive industry [3]

Core Insights - The automotive industry is experiencing a significant divergence in performance among companies, with some achieving growth in both revenue and net profit, while others face declines or stagnant profits [1][4] Revenue and Profit Performance - In the first half of 2025, the automotive industry generated revenue of 50,917 billion yuan, a year-on-year increase of 8%, while costs rose to 44,780 billion yuan, up 9% [4] - BYD leads the industry with revenue of 371.281 billion yuan, a 23.3% increase, and a net profit of 15.511 billion yuan, up 13.79% [3][4] - Traditional automakers like Geely, Great Wall, and SAIC Motor reported revenue growth but experienced declines in net profit, with declines around 10% [1][4][5] Company-Specific Insights - Geely's revenue grew by 27% to 150.285 billion yuan, but net profit fell by 13.9% to 9.29 billion yuan due to a previous asset sale [4][5] - Great Wall's revenue increased by 0.99% to 92.335 billion yuan, but net profit decreased by 10.21% to 6.337 billion yuan [5] - Changan Automobile reported a revenue decline of 5.25% to 72.691 billion yuan and a net profit drop of 19.09% to 2.291 billion yuan [6] New Energy Vehicle Collaborations - The collaboration with Huawei under the "Five Realms" initiative shows mixed results, with Seres (赛力斯) achieving significant profit growth, while others like BAIC Blue Valley and Jianghuai faced losses despite revenue increases [8][9] - Seres reported revenue of 62.402 billion yuan, down 4.06%, but net profit surged by 81.03% to 2.941 billion yuan, driven by high-end model sales [8] Emerging Players - Among the new energy vehicle startups, Li Auto continues to lead with revenue of 56.17 billion yuan, while NIO and Xpeng struggle with profitability [13][14] - Li Auto has maintained profitability for 11 consecutive quarters, with a net profit of 1.743 billion yuan, while Zero Run achieved its first half-year profit of 0.033 billion yuan [13][14] Market Trends and Future Outlook - The overall market is seeing a shift towards high-end electric vehicles, with companies like Chery and SAIC focusing on strategic partnerships with Huawei to enhance their product offerings [10][11] - The industry is expected to continue evolving, with companies adjusting their strategies to meet changing consumer demands and competitive pressures [1][4]

Group 1 - The president of SAIC Motor Corporation, Jia Jianxu, attended the Hongmeng Intelligent Driving Autumn New Product Launch Conference [1] - Jia mentioned that Huawei's Executive Director and Chairman of Terminal BG, Yu Chengdong, has set several requirements for Shangjie, emphasizing that if they do not execute, they must ensure high quality in their offerings [1]

Core Viewpoint - The collaboration between Huawei and traditional automotive companies is evolving towards a "new cooperation model" that emphasizes deeper integration and shared responsibilities in product development and marketing, moving beyond simple technical integration [1][3][4]. Summary by Categories Collaboration Models - Huawei's partnerships with automotive companies include three main models: component supply, HUAWEI INSIDE (HI) model, and the Smart Selection Car model (Harmony Smart Travel) [1][2]. - The HI model involves Huawei's Car BU collaborating with 11 automotive companies to provide comprehensive solutions for smart cockpits and driving [1][2]. - The Smart Selection Car model allows Huawei to have significant control over product definition and terminal sales, with five models already developed [1][2]. New Cooperation Model - The new cooperation model is characterized by a deeper collaboration than the HI model but less than the Smart Selection Car model, covering the entire product lifecycle from design to marketing [1][4]. - This model includes joint teams and shared resources, with a focus on integrating Huawei's processes and methodologies into the automotive companies' existing frameworks [4][5]. Strategic Shifts - Traditional automotive companies are shifting their focus from the "soul theory" of technology dominance to a more balanced partnership with Huawei, recognizing the importance of their own manufacturing capabilities [3][5]. - Companies like Dongfeng and GAC are prioritizing their collaborations with Huawei, viewing it as essential for their strategic transformation [3][5]. Market Dynamics - The competition in the automotive market is intensifying as more models equipped with Huawei's technology are introduced, prompting companies to seek differentiation through unique product features and designs [5][6]. - The delivery volumes of Huawei's Harmony Smart Travel have shown a decline, indicating the need for enhanced competitiveness in the market [6].