Group 1 - Nvidia launched the Jetson AGX Thor high-performance computing platform, featuring a 7.5 times increase in computing performance and a 3.5 times improvement in energy efficiency compared to the previous generation [3][4] - Jetson Thor supports real-time interaction capabilities and is designed for generative inference models, enabling edge devices to run multiple AI models simultaneously [3][4] - The platform has attracted a prestigious client base, including Agility Robotics, Amazon Robotics, and Boston Dynamics, indicating strong market interest [4] Group 2 - The humanoid robot market in China is projected to exceed 10,000 units in sales this year, with a market size potentially reaching trillions [5] - The humanoid robots are moving from experimental stages to real-world applications, with significant growth expected by 2025 [5][6] Group 3 - Elon Musk's X company and xAI have filed a lawsuit against Apple and OpenAI, alleging anti-competitive practices that harm other AI products [8][9] - The lawsuit seeks monetary compensation and a court order to prevent Apple and OpenAI from continuing their alleged illegal agreement [9][10] Group 4 - Gree's marketing director responded to claims that Xiaomi surpassed Gree in air conditioner sales, questioning the credibility of the data presented by Xiaomi [12][13] - Gree maintains that it still leads in the online market despite Xiaomi's claims of a higher market share [12][13] Group 5 - Huawei's ADS 4 is expected to achieve pilot commercial capabilities for high-speed L3 and urban L4 testing by the end of this year, with plans for further advancements by 2027 [14] - As of August 22, over 1 million vehicles equipped with Huawei's intelligent driving solutions have been deployed [14] Group 6 - ByteDance has no immediate plans to release AI glasses, despite rumors of a product in development [15][16] - The company is reportedly working on a lightweight mixed-reality device expected to be unveiled in 2027 [15][16] Group 7 - AI hardware company Haivivi has completed a 200 million yuan financing round, with plans to release multiple IP products in the coming months [17][18] - The company has secured licenses for popular IPs and aims to launch its second-generation AI toy product soon [18] Group 8 - NIO's sales director emphasized the importance of not disparaging competitors and focusing on customer engagement as competition intensifies in the electric vehicle market [21][22] - NIO's new ES8 pre-sale has attracted significant customer interest, contributing to increased foot traffic in showrooms [22] Group 9 - DingTalk launched several AI products, including its first AI hardware, DingTalk A1, which offers advanced features for real-time transcription and analysis [34][35] - The launch event saw high demand, with the initial stock of DingTalk A1 selling out quickly [37] Group 10 - The HarmonyOS Intelligent Mobility event showcased multiple new vehicles, with the ADS 4 system being a key feature across models [38][41] - The new models are designed to enhance driving experience and safety with advanced autonomous driving capabilities [44]

Core Viewpoint - Huawei and Chery are aiming to achieve their initial "explosive" sales targets through a new logo, model upgrades, and the independent operation of the Zhijie brand, with significant investments and resource allocation planned to enhance their competitive edge [2]. Group 1: New Vehicle Launches - Huawei's Harmony Smart Mobility has launched six new vehicles ahead of the 2025 Chengdu Auto Show, with cumulative deliveries exceeding 900,000 units as of August 25, and expectations to surpass one million by October [1]. - The Zhijie brand's new models, including the R7/S7, have seen strong initial demand, with over 5,000 units reserved within the first hour of launch [2]. - The Shangjie H5, a collaboration between Huawei and SAIC, has begun pre-sales at a starting price of 169,800 yuan, achieving over 25,000 reservations in the first hour [3]. Group 2: Strategic Partnerships and Investments - A strategic agreement was signed between Chery and Huawei to fully support the Zhijie brand, with over 10 billion yuan allocated and a plan to expand the R&D team to 5,000 members [2]. - The establishment of Zhijie New Energy Company aims to integrate production, sales, and service for independent operations [2]. Group 3: Technological Advancements - Huawei's ADS 4 will be a key focus for future vehicle models, with plans for upgrades to existing models and new releases [4]. - The company aims to achieve L3 autonomous driving capabilities on highways and L4 capabilities in urban areas by 2027, with a goal for large-scale commercial use of unmanned logistics by 2028 [4].

Investment Rating - The industry rating is "Outperform the Market" [10][85]. Core Insights - Geely Holding Group has recently integrated its internal smart driving companies and teams, merging Zeekr's smart driving team, Geely Research Institute, and the smart driving brand "Mochi Zhixing" under Chongqing Qianli Smart Driving, which was established on June 27 this year. This company will focus on smart driving algorithms, automotive-grade hardware adaptation, and scenario-based solutions to support L2-L4 level autonomous driving technology mass production [3][14]. - Chery Automobile and Huawei signed a strategic cooperation agreement for the Zhijie brand, committing over 10 billion yuan in R&D funding and forming a dedicated 5,000-person R&D team to enhance core areas such as smart driving and battery technology. The new Zhijie New Energy Company will operate independently, covering the entire chain from R&D to user services [4][15]. - The automotive sector outperformed the CSI 300 index by 1.5 percentage points, with a weekly increase of 2.7% from August 4 to August 8, 2025, and a year-to-date increase of 12.7% [17][22]. Summary by Sections Weekly Market Performance - The automotive sector increased by 2.7% from August 4 to August 8, 2025, outperforming the CSI 300 index by 1.5 percentage points. Year-to-date, the automotive sector has risen by 12.7% [17][22]. Key Industry Data - In July 2025, retail sales of passenger vehicles reached 1.834 million units, a year-on-year increase of 7%, while wholesale sales were 2.192 million units, up 12% year-on-year. New energy passenger vehicle retail sales were 1.003 million units, a 14% increase year-on-year [6][37][38]. Industry News - Pony.ai launched a Robotaxi service in Shanghai, marking a significant step in autonomous driving services. The service operates in key areas of Pudong and is available to the public through a mobile app [68]. - The China Passenger Car Association slightly raised its annual forecast for 2025, predicting a 6% increase in retail sales of passenger vehicles [68].

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]