Core Viewpoint - Huawei's establishment of Shenzhen Yingwang Intelligent Technology Co., Ltd. as an independent unit for its smart automotive solutions marks a strategic shift towards an "open technology platform" aimed at capturing a larger share of the Chinese automotive market through its HarmonyOS Intelligent Driving initiative [3][6]. Group 1: Huawei's Automotive Strategy - The HarmonyOS Intelligent Driving model initially showcased through Huawei's mobile devices has evolved into dedicated dealerships for the HarmonyOS Intelligent Driving brand [3]. - Yingwang focuses on providing core components such as intelligent driving systems, smart cockpits, and LiDAR to automotive manufacturers, while also offering a full-stack smart automotive solution under the HI model [3]. - By 2025, the HI model is expected to upgrade, with partnerships leading to the creation of new brands rather than just co-branded vehicles [3]. Group 2: GAC Group's New Brand Initiative - GAC Group has established Huawang Automotive Technology Co., Ltd. with a registered capital of 1.5 billion RMB to create a high-end smart automotive brand in collaboration with Huawei [4]. - The new brand will leverage the strengths of both GAC and Huawei in areas such as smart technology and ecosystem integration, aiming to redefine product development and marketing processes [4][6]. - Huawang Automotive plans to announce its brand by the end of 2024, with the first model expected to launch by the end of 2026 [4][6]. Group 3: Competitive Landscape and Market Dynamics - The automotive market in China is highly competitive, with GAC Group entering a "wartime state" to address challenges in its current brand strategy [10]. - Other companies like Dongfeng and Avita are also exploring similar models to enhance their offerings, indicating a broader industry trend towards collaboration with Huawei [10][13]. - Dongfeng's recent stock suspension hints at potential developments related to new brand creation in partnership with Yingwang [10]. Group 4: Future Brand Developments - Dongfeng has established a new company to collaborate with Yingwang on a new smart automotive brand, indicating a significant shift in their strategy [13]. - The collaboration between Dongfeng and Yingwang is seen as an upgrade from previous partnerships, with a focus on creating high-end vehicles [13]. - The potential naming conventions for these new brands remain uncertain, with speculation around the "Wang" series versus the "Jie" series [13][14]. Group 5: Huawei's Broader Brand Strategy - Huawei's HarmonyOS Intelligent Driving has expanded to include multiple brands, with the latest addition being the "Shangjie" brand, which aims to leverage Huawei's extensive resources [14][15]. - The establishment of Anhui Zhijie New Energy Co., Ltd. marks Huawei's first independent brand under the HarmonyOS umbrella, focusing on integrated operations [15]. - The collaboration with Chery for the Zhijie brand signifies a strategic move to alleviate pressure on Huawei's existing brands while aligning with the broader market trends [15].

一场静水深流的大整合，正在悄然改写中国智能驾驶领域的竞争格局。 8月初，吉利集团传出对旗下智能驾驶团队进行大规模整合的消息。据称，此次整合涉及三大核心团 队：极氪智驾团队、吉利研究院智驾相关团队以及迈驰科技，近3000名研发人员将悉数并入新成立的实 体——重庆千里智驾科技有限公司（简称"千里智驾"）。这是吉利在智驾领域资源的一次深度聚合与战 略聚焦。 "我们各方将整合各自的优势资源，共同组建千里智驾的经营管理团队和各职能组织，目标是构建全链 路端到端的辅助驾驶能力。"吉利集团对新京报贝壳财经表示，整合后的千里智驾将作为一家独立公司 运营，并跃升为"吉利人工智能生态的核心伙伴之一"。其战略定位不仅服务于吉利内部，更将"面向全 行业提供行业领先的辅助驾驶方案"。吉利集团承诺，将依托"车企第一的算力"和"全行业最多辅助驾驶 车辆"优势，持续为千里智驾的长期发展提供强力支持。 事实上，吉利集团对智驾体系进行整合的意图早有显现。今年3月，当吉利发布统一的"千里浩瀚"智驾 系统时，吉利汽车集团首席执行官淦家阅就宣告："整个吉利的高阶智驾'一盘棋'，聚焦'一个智 驾'。"这为后续的大整合埋下了伏笔。 更关键的一步发生在今年 ...

以下文章来源于创投智库 ，作者杨松 创投智库 . 21商业模式研究院 01 破壳在即 作者：杨松 来源： 创投智库（ID：VCthinktank） 华为刚收到两笔款项，共计115亿元。 3月1日，赛力斯、阿维塔同时宣布，已向华为支付第二笔"引望"股权转让款，分别为57.5亿元。 深圳引望，是华为子公司，前身为车BU，即"智能汽车解决方案事业部"。 去年，赛力斯、阿维塔表示，将分别斥资115亿元，购入引望10%股份，分三期支付。2024年10月， 两家车企各向华为支付了第一笔款项。 "引望已出具出资证明书及股东名册。"赛力斯称，第二笔钱的付款条件已经满足，2月28日，为股权 交割日。 估值1150亿元的引望，两大股东已就位，进入新阶段。 2021年，华为打造出"智选车"合作模式，汽车设计、开发和销售都由其主导，相关车型搭载车BU部 件。 余承东，于2022年9月升任车BU董事长。在他的带领下，这块业务合作伙伴增多，"智选车"模式于 2023年11月升级更名为"鸿蒙智行"。 "引望的技术、资产及人员转移工作，按协议约定有序推进。"阿维塔股东长安汽车表示。 按《股权转让协议》，赛力斯等车企，支付第二笔款项的条件是， ...