11月20日晚，广汽集团（601238）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。 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（300778）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）"模式进行网点布局。 一位接近启境汽车的人士对新京报贝壳财经记者说，"华为乾崑｜启境"这样的联名在此前华为车业务中 未曾出现过。这种区别，首先体现在合作模式的差异上。 启境引入了华为IPD（集成产品开发）和IPMS（集成产品营销）全流程体系。华为产品、营销、财经等 各领域驻场几百人与广汽团队同步办公，从产品定义、开发上市到用户服务，华为深度赋能。 "你跟华为合作，会不会觉得对方很强势？"这是刘嘉铭上任后被问得最多的问题。他说："讨论项目 时，我们甚至能用'吵架'来形容。" "两个企业有着不同的文化，双方团队在讨论过程中非常激烈，可以说'火花迸溅'。"靳玉志也说。比如 ...

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 ...

"我们起个大早，赶上了大集。"奇瑞汽车董事长尹同跃在风云T11发布会上的这句话，听起来轻松，背后却藏着奇瑞 在新能源汽车道路上多年的蛰伏与等待。曾经，有人用"起大早赶晚集"来形容奇瑞汽车在新能源汽车市场上的处境。 但如今，数据正在改写叙事。 刚刚过去的10月，奇瑞公开销售数据显示，奇瑞单月新能源汽车销量首次突破11万辆。这不是孤立的峰值，而是在8 月破9万、9月破10万之后的一次"三级跳"。 从 " 单兵作战 " 到矩阵发展 市场的感知，总是滞后于企业的布局。 当风云A9L连续三个月销量过万时，业界还在观望；当纵横G700用一场横渡长江的实景挑战，展示其硬核技术并收获 1.5万台大定时，风向开始转变；直到风云T11上市24小时拿下3.8万张大定。奇瑞汽车的新能源，已经完成了从"单兵 作战"到"矩阵发展"的切换。 "之前风云A9L上市，我们想一个月能卖六千台就不错了，"尹同跃在发布会后坦言，"现在连续三个月过万，手上还攒 着几万台的订单。" 据奇瑞公开数据，定位个性化品牌的iCAR也在10月份销售12,393辆，1-10月份累计销售79,023辆。高端品牌智界也表 现不俗，10月份销售12,810辆，1-10月 ...

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 Insights - Chery Group has achieved significant growth in the new energy vehicle sector, with October 2025 sales surpassing 110,000 units, marking a 54.7% year-on-year increase, and a cumulative sales figure nearing 700,000 units for the first ten months of the year, reflecting a 73.1% increase [1][2] Group 1: Transformation and Design - Chery's transformation began with a deep reflection on its identity, evolving from a "tech-focused" brand to one that emphasizes user experience and aesthetic appeal [2] - The company has established ten design centers globally, employing over a thousand international designers, which has led to significant improvements in design quality, evidenced by awards such as the two Red Dot Design Awards for the new QQ concept car [2][3] - Chery's commitment to quality is demonstrated by its establishment of over 100 enterprise standards that exceed national benchmarks, leading to recognition as the only domestic brand to win five awards in J.D. Power's 2025 China Vehicle Series Research [3] Group 2: Product Matrix and Market Positioning - Chery's product matrix in the new energy sector is thriving, with multiple successful models such as the Fengyun A9L and Jietu Zongheng G700, which have garnered significant sales and set new market benchmarks [4][6] - The Fengyun T11, described as a redefinition of luxury, received nearly 30,000 pre-orders and over 38,000 orders within 24 hours of its launch, indicating strong market acceptance [4][6] Group 3: Global Strategy and Smart Technology - Chery's global strategy has led to the export of 1.06 million vehicles in the first ten months of the year, with a remarkable 240% increase in sales in the European market [7][8] - The company has introduced advanced technologies such as AI smart vehicle architecture and L4 autonomous driving, showcasing its commitment to innovation in the smart vehicle sector [8] - Chery's approach to smart technology extends beyond vehicles, with successful commercialization of its墨甲 robots in various international markets, indicating a broader vision for growth in the "smart electric" era [8] Group 4: Long-term Vision and Industry Impact - Chery's recent achievements reflect a long-term commitment to quality, innovation, and strategic growth, positioning the company as a significant player in the global automotive industry [9] - The company's evolution from producing affordable vehicles to redefining luxury and smart electric vehicles illustrates a broader trend in the transformation of China's manufacturing sector [9]

Group 1 - In October, several new car manufacturers reported record sales during the peak season, with Leap Motor achieving over 70,000 deliveries for the first time, marking a year-on-year increase of over 84% [1] - Hongmeng Zhixing delivered 68,216 new vehicles in October, setting a monthly delivery record and surpassing 1 million cumulative deliveries, the fastest among new brands [1] - Zeekr reported 61,636 vehicle deliveries in October, a year-on-year increase of 9.8%, with Lynk & Co also achieving significant sales [1] Group 2 - Xiaopeng Motors delivered 42,013 new vehicles in October, marking a historical monthly high and a cumulative delivery of 355,209 vehicles from January to October, a year-on-year increase of 190% [2] - NIO delivered 40,397 new vehicles in October, a year-on-year increase of 92.6%, with plans to accelerate deliveries of the new ES8 in November [2] - Li Auto's deliveries fell by 38% year-on-year in October, but the CEO indicated strong demand for the new Li i6 model, with over 70,000 orders [2] Group 3 - Among traditional car manufacturers' new brands, Deep Blue Auto sold 36,792 vehicles in October, with the Deep Blue S05 surpassing 20,000 units [3] - Avita sold 13,506 vehicles in October, while Lantu delivered 17,218 vehicles, reflecting an 82% year-on-year growth [3] - Aipai Technology reported sales of 31,107 vehicles in October, a year-on-year increase of 34.9%, and Zhiji Auto sold 13,159 vehicles [3]

Core Viewpoint - Zhao Changjiang, the general manager of Tengshi Fangchengbao's direct sales division, has resigned from BYD due to personal reasons, with no official response from BYD as of the report's publication [1] Group 1: Resignation Details - Zhao Changjiang's resignation was confirmed through an internal announcement at BYD, stating that he has completed the necessary procedures and that work handover has been arranged [1] - Zhao joined BYD in 2009 and has held various positions, including regional sales manager and general manager of BYD Auto Sales Co., before becoming the general manager of Tengshi brand division in 2021 [1] Group 2: Future Prospects - There are rumors that Zhao will join the Zhijie brand, a collaboration between Huawei and Chery, although neither Huawei nor Chery has responded to these claims as of the report's publication [1]

Core Viewpoint - Zhao Changjiang, the general manager of Tengshi Fangchengbao's direct sales division, has resigned for personal reasons, with no official response from BYD as of the report's publication [1][2]. Group 1: Resignation Details - Zhao Changjiang has applied to resign from his position due to personal reasons, and the necessary procedures have been completed according to company regulations [1]. - The work related to his former position has been properly handed over [1]. Group 2: Career Background - Zhao joined BYD in 2009, progressing from regional sales manager to general manager of BYD Auto Sales Co., Ltd. [2]. - He served as the general manager of the Tengshi brand division starting in 2021 and took on the role of general manager of Tengshi Fangchengbao's direct sales division in July of this year [2]. Group 3: Future Speculations - There are rumors that Zhao may join the Huawei terminal and Chery joint venture to create the Zhijie brand, but there has been no official comment from either Huawei or Chery as of the report's publication [2].

Core Insights - The promotional efforts by car manufacturers during the National Day and Mid-Autumn Festival have significantly decreased compared to previous years, indicating a shift in market dynamics and a reduction in "involution" competition [1][2][3] - There is a notable increase in demand for new energy vehicles (NEVs) in Cangzhou, a third-tier city, with sales of specific models like the Haobo HL showing strong performance despite the lack of cash discounts [1][3] Promotional Strategies - Car brands such as Huawei Hongmeng and Fangcheng Leopard are not offering cash discounts but instead providing limited-time benefits like vehicle upgrades and delivery gifts [2][3] - Several brands, including Li Auto and Xpeng, have announced National Day exclusive promotional policies, but actual consumer savings are minimal, often only 2000-3000 yuan compared to regular prices [2][3] Market Trends - The demand for NEVs is rising significantly, with more vehicles displaying green license plates observed in various locations [2][3] - Sales personnel are emphasizing the urgency of purchasing vehicles this year due to impending changes in tax policies and government subsidies, which could result in higher costs in the future [4][5] Policy Changes - The exemption of vehicle purchase tax for NEVs is set to continue until the end of 2027, with specific conditions for tax reductions outlined for purchases made in the coming years [5] - The process for applying for vehicle replacement subsidies has shifted to a "first come, first served" model through the Dongche Emperor app, with limited availability of qualification vouchers [6][7] Regional Developments - Various provinces, including Hebei, have adopted a "voucher" system for vehicle replacement subsidies, requiring consumers to act quickly to secure funding [6][7] - Some regions have paused their vehicle replacement subsidy policies earlier this year, but many have resumed with new funding and application processes [7]