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].

Core Insights - A significant integration is underway in China's intelligent driving sector, led by Geely Group, which involves the consolidation of three core teams into a new entity called Chongqing Qianli Intelligent Driving Technology Co., Ltd. [1][4] Integration Details - The integration involves approximately 3,000 R&D personnel from the Zeekr Intelligent Driving team, Geely Research Institute's relevant teams, and Maiqi Technology [1] - Geely confirmed that the specific integration plan and brands involved are still under discussion [2] - The new team structure is being rapidly established, with reports suggesting that around 1,500 members of the Zeekr team will transition without interviews, while about 100 from the Smart team will undergo a selection process [3] Strategic Objectives - The newly formed Qianli Intelligent Driving will operate as an independent company and aims to become a core partner in Geely's AI ecosystem, providing leading auxiliary driving solutions across the industry [4] - Geely's strategic focus is on consolidating resources to create a comprehensive end-to-end auxiliary driving capability [4][9] Historical Context - The integration aligns with Geely's earlier strategic shift announced in September 2024, moving from strategic expansion to integration to reduce redundant investments [9] - The establishment of Qianli Intelligent Driving was facilitated by a joint venture involving Qianli Technology, Geely, and Megvii Technology, which laid the groundwork for this resource consolidation [4][5] Leadership and Expertise - Wang Jun, former president of Huawei's Intelligent Automotive Solutions BU, has been appointed as co-president of Qianli Technology, playing a crucial role in unifying the three teams [6] - The collaboration between Wang Jun and Qianli Technology's chairman, Yin Qi, is expected to leverage their combined expertise in AI and automotive technology [7] Performance Metrics - Post-integration, Geely's intelligent driving system is projected to achieve a total computing power of 23.5 EFLOPS, with training data volume increasing from 1 billion to 3 billion [8] - The sales performance of Geely's Galaxy series vehicles, equipped with the unified Qianli Haohan intelligent driving system, saw a remarkable increase of 232% year-on-year, reaching 548,000 units in the first half of 2025 [10] Future Aspirations - Geely has set an ambitious target to exceed annual vehicle sales of 5 million units by 2027, narrowing the sales gap with industry leader BYD to 210,000 units in the first half of 2025 [10]

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， ...