2027年底前，阿维塔将推出与引望共创的四款全新新能源 车，其中包括2款全新大型SUV，2款全新大型轿车。 作者：周信 封图：东方IC 其中，车辆销售收入是阿维塔收入的核心支柱，2024年达144.17亿元，2025年上半年为114.90 亿元，同比增长94.4%；辅助驾驶解决方案、售后服务等业务收入增速较快，从2023年的1.03亿 元增至2024年7.78亿元，收入占比从1.8%升至5.1%，业务结构逐步多元化。 但阿维塔在盈利端面临压力。今年上半年阿维塔亏损15.85亿元，2022年至今累计亏损超110亿 元。截至今年上半年，阿维塔现金流为16.5亿元。阿维塔在招股书中表示，公司拥有至少未来12 个月的充足营运资金。 招股书显示，阿维塔财务指标趋好。其中，2024年和今年上半年的毛利分别为9.61亿元和12.38 亿元；销售及营销费用从2023年的40.8%下降至2024年的20.0%，截至今年上半年为13.8%。 今年上半年，阿维塔的毛利率为10.1%，比去年增长3.8%。 在研发投入方面，阿维塔今年上半年的研发投入占比达6.8%，比去年同期提升1.7%。阿维塔共 有3666名员工，其中，111名雇员 ...

11月27日，阿维塔科技(重庆)股份有限公司（下称"阿维塔"）递交港股IPO申请，招股书未公布拟募集 资金额度，但表示所募集资金将主要用于产品开发与技术平台迭代、品牌建设、销售服务网络拓展，以 及补充运营资金四大方向。 阿维塔成立于2018年，定位原创、智能新豪华电动汽车，主攻售价20万元以上的豪华电动车市场。阿维 塔是新能源汽车行业"国家队+科技巨头+电池龙头"合作模式的典型代表，由长安汽车、华为、宁德时 代三方联合打造。 招股书显示，长安汽车以40.99%持股为阿维塔第一大股东，提供整车研发与智能制造支撑；宁德时代 持股14.1%，保障电池技术与能源生态优势；华为虽非股东，却通过智能驾驶解决方案（ADS）、鸿蒙 座舱等核心技术深度参与，形成独特的"CHN模式"。 从2021年首轮融资到如今冲刺资本市场，阿维塔四年时间累计融资190亿元。而从博泰车联子公司日前 以6244万元转让阿维塔0.24%股权估算，阿维塔目前估值超260亿元。 招股书显示，阿维塔财务指标趋好。其中，2024年和今年上半年的毛利分别为9.61亿元和12.38亿元；销 售及营销费用从2023年的40.8%下降至2024年的20.0%，截至 ...

Core Insights - Huawei's strategy focuses on "not manufacturing cars, but helping car manufacturers build better cars," aiming to create a new paradigm for smart mobility through "technology inclusivity" and "ecosystem co-creation" [1] - The company has expanded its partnerships to include 14 automakers and 33 mass-produced models, emphasizing a collaborative approach rather than merely technology output or market scale [1] Technology Development - The upgraded ADS Pro features the first mass-produced cabin laser vision Limera, enhancing forward perception capabilities and supporting urban navigation assistance [2] - The all-dimensional collision avoidance system has been upgraded to CAS 4.0, providing comprehensive safety coverage across various conditions [2] - The urban NCA function will be available in over 20 models by Q1 2026 and will also be accessible in models priced at 150,000 yuan, promoting wider access to advanced driving assistance [2] Product Matrix Expansion - Huawei's ecosystem aims to meet diverse consumer needs across different price ranges, from entry-level to luxury vehicles, ensuring users do not have to compromise between budget and smart features [3] - The newly announced "Jing" series enhances the product matrix, with models like GAC's "Qijing" and Dongfeng's "Yijing" targeting specific market segments while integrating Huawei's smart mobility solutions [3] Sales Milestone - In October 2025, sales of vehicles equipped with Huawei's smart driving technology surpassed 100,000 units in a single month, marking a significant milestone for the company [4] Value Evolution - Huawei's OTA technology is redefining the lifecycle value of vehicles, allowing continuous software upgrades that enhance vehicle performance and user experience [5][6] - The OTA upgrades have led to increased vehicle retention and user engagement, with a 95.2% active user ratio for Huawei's smart driving technology [6] Industry Impact - The Chinese Passenger Car Industry Alliance Secretary General highlighted that Huawei's ecosystem is driving technological progress and enhancing user experience, positioning Chinese automakers for a competitive advantage in the global smart mobility landscape [7]

● 龚梦泽 熊永红 在不久前举行的广州华为乾崑生态大会上，随着广汽"启境"与东风"奕境"的亮相，华为乾崑的"朋友 圈"再度扩容。这并非单纯的品牌叠加，而是华为乾崑在"不造车，帮助车企造好车"的战略指引下，通 过"技术普惠"与"生态共创"，构建智能出行新范式的体现。 从2019年以"电子螺丝钉"身份入局汽车领域，为行业提供智能技术，到如今携手众多合作伙伴构建起覆 盖14家车企、33款量产车型的庞大"朋友圈"，华为乾崑追求的从来都不是单一的技术输出或市场规模， 而是通过重构产品与服务、车企与用户之间的价值关系，为中国汽车产业在智能化下半场开辟一条"开 放共生、持续进化"的新增长路径。 技术同源 让每类需求都能精准匹配 中国汽车市场的复杂性，决定了智能出行无法用单一产品满足所有用户。从10万元以下入门级到50万元 以上豪华车型，从家庭用户的空间需求到年轻群体的科技追求，从商务出行的舒适诉求到日常通勤的高 效需求，多元场景呼唤差异化的产品供给，而这正是华为乾崑生态布局的核心逻辑。通过与不同定位的 车企合作，华为乾崑正在构建覆盖全价位、全场景的车型矩阵，让用户无需在"预算"与"智能"之间妥 协。 本次大会上官宣的"境" ...

Core Insights - Huawei's strategy focuses on "not manufacturing cars, but helping car manufacturers build better cars," emphasizing a collaborative ecosystem for smart mobility [1][3] - The Huawei QianKun ecosystem has expanded to include 14 car manufacturers and 33 mass-produced models, aiming to redefine the value relationship between products, services, manufacturers, and users in the smart automotive sector [3][11] Technology Development - The upgrade of Huawei QianKun's ADS Pro features the first mass-produced cabin laser vision system, enhancing forward perception capabilities and supporting advanced urban navigation assistance [3][4] - The full-dimensional collision avoidance system has been upgraded to CAS 4.0, providing comprehensive safety coverage across various scenarios [3][4] - The urban NCA function will be available for models priced at 150,000 yuan and above, making advanced driving assistance more accessible to a broader user base [4][11] Market Positioning - Huawei QianKun's ecosystem aims to meet diverse consumer needs across different price segments, from entry-level to luxury vehicles, ensuring that users do not have to compromise between budget and smart features [6][8] - The newly announced "Jing" series further enriches the product matrix, targeting both high-end and family markets with tailored solutions [6][8] Value Evolution - The OTA (Over-The-Air) updates redefine the lifecycle value of vehicles, allowing continuous software upgrades that enhance user experience and vehicle performance [9][11] - The high user engagement rate of 95.2% for QianKun's smart driving system indicates strong user recognition of the value added through OTA updates [9][11] Industry Impact - Huawei QianKun is accelerating the transition of smart technology from being a premium option to a standard feature in vehicles, aiming to increase the adoption of advanced driving assistance systems in China [11] - The initiative supports the broader goal of positioning Chinese automotive manufacturers at the forefront of the global smart mobility revolution [11]

Core Insights - Huawei has significantly expanded its presence in the automotive sector, showcasing multiple vehicle brands at the Guangzhou Auto Show, including two new brands, "启境" (Qijing) and "奕境" (Yijing), in addition to its existing "五界" (Wujie) brands [1][4][11] - The differentiation between "界" (Jie) and "境" (Jing) brands lies in their collaboration models, with "界" brands being more supplier-oriented and "境" brands focusing on deeper co-creation with automotive partners [3][7][10] Brand Strategy - Huawei's "五界" brands are positioned in the mainstream family market, covering price ranges from 150,000 to 1,000,000 RMB, while "境" brands target a younger demographic with a focus on high-end smart electric vehicles priced between 300,000 and 400,000 RMB [8][10] - The "境" series represents an upgrade from the HI model, emphasizing collaborative development in technology and market insights, rather than a simple supplier relationship [4][6] Collaboration Models - Huawei's collaboration with automotive companies can be categorized into three models: component supplier, HI model (Huawei Inside), and the smart car model (鸿蒙智行生态联盟), with varying degrees of involvement and control [3][6] - The "境" brand is managed by Huawei's Car BU, which has been restructured to enhance collaboration and innovation in the automotive sector [3][11] Market Impact - As of now, Huawei has partnered with 14 automotive brands, with 33 models in development, and anticipates that the number of cooperative models will reach 80 by next year [11] - The introduction of the "境" series is seen as a strategic move to adapt to market changes and meet the diverse needs of automotive partners, enhancing Huawei's position as a technology enabler in the automotive industry [11][13] Competitive Landscape - Despite Huawei's technological advancements in the automotive sector, the market remains competitive with other players like Momenta also gaining traction among automotive manufacturers [14] - The collaboration between Huawei and automotive companies is expected to drive the smart automotive industry's growth, fostering innovation and improving overall competitiveness in the global market [14]

"一个团队，投入百亿。" 11月20日，在"2025华为乾崑生态大会"上，奕派科技总经理汪俊君在最后阶段出场，身后PPT亮出这句话，介绍与华为合作的新品牌——奕境。 奕派是东风集团旗下乘用车业务线，错过"界"系列，不想失去"境"的新红利。 奕派将收获含"华"量更高的产品，从产品定义、上市到用户服务，华为乾崑全程陪跑。奕境首次招商大会，即在东莞松山湖小镇举行，吸引了全国数百名 百强经销商及地方伙伴。 汪俊君称，打造奕境是一次全新的创业，东风和华为将不遗余力提供全方位支持。 其团队正在招兵买马，据《21CBR》记者了解，奕境的内部项目代码为"DH"，已发布技术培训、营销策划等岗位。 只不过，华为乾崑已和14家车企达成合作，奕派要想重现问界增长奇迹，并不容易。 百亿投入 "双方有一致的目标，一致的投入，从研发到生产，决心把各自最好的资源拿出来。"汪俊君称。 他提及，华为乾崑将IPD（集成产品开发）、IPMS（集成产品营销服务）工作流程及成熟供应链管理经验，深度融入奕境。 "东风对于华为的合作毫无保留，全部all in。"汪俊君称，新品牌奕境是团队努力方向，为了实现目标，拿出56年服务6500万家庭用户的积淀。 其强 ...

Core Viewpoint - The article discusses the emergence of the "Yijing" brand, a collaboration between Dongfeng Motor and Huawei, amidst a challenging automotive market in China, highlighting its potential to attract investment despite a trend of dealership network withdrawals [4][6][11]. Group 1: Market Context - The Chinese automotive market is undergoing significant transformation, with some brands struggling due to unclear strategies and weak products, leading to dealership network fluctuations [4][6]. - Despite the cautious market environment, the launch of the Yijing brand attracted a large number of top dealers, indicating strong investor interest [6][11]. Group 2: Strategic Partnership - The Yijing brand was officially unveiled at the Huawei QianKun Ecological Conference, marking a deep collaboration between Dongfeng and Huawei, which has been ongoing since 2010 [7][9]. - Dongfeng, a state-owned enterprise with 56 years of experience, and Huawei, a global leader in ICT, combine their strengths to create a robust foundation for the Yijing brand [12][11]. - The partnership employs a unique model of "joint definition, joint development, and joint operation," ensuring resource concentration and operational efficiency [14]. Group 3: Product Development - The Yijing brand focuses on safety and intelligence as core values, responding to evolving consumer demands for smart mobility solutions [16][17]. - The vehicles will feature advanced safety systems and a comprehensive quality management approach, ensuring high standards from development to production [17][19]. - Yijing aims to cater to family users by providing a vehicle that meets diverse needs, with plans for the first model to debut at the Beijing Auto Show in April 2024 [19]. Group 4: Investment Appeal - The backing of Dongfeng and Huawei provides a strong market assurance for investors, enhancing brand credibility and consumer trust [21][23]. - Yijing's differentiation in safety and intelligence allows for potential product premium pricing, reducing reliance on price wars and increasing profitability for dealers [23]. - The brand's long-term vision includes a clear product roadmap, with plans for annual new model releases, appealing to investors seeking sustainable growth opportunities [23][25]. Group 5: Collaborative Ecosystem - Yijing promotes a collaborative ecosystem with dealers and investors, emphasizing shared risks and benefits, which enhances investor confidence [25]. - The brand's emergence reflects a broader trend of innovation and transformation within the Chinese automotive industry, setting a new benchmark for future developments [25].

Core Viewpoint - Dongfeng Motor and Huawei jointly launched a new energy vehicle brand "Yijing," marking a novel collaboration model in the automotive industry, targeting the high-quality family car market [1] Collaboration and Development - The partnership involves deep collaboration across the entire product lifecycle, including product definition, design, research and development, supply chain, and manufacturing [1] - Huawei will provide its complete product development and operational capabilities, including the latest technologies such as QianKun intelligent driving and Harmony cockpit [1] Manufacturing and Market Strategy - Dongfeng contributes its extensive experience in vehicle manufacturing and insights from 60 million users' travel needs, establishing a leading smart factory for the Yijing brand [1] - The brand aims to create a diverse product matrix covering multiple levels and models, with the first model set to debut at the Beijing Auto Show in April 2026, and plans to launch at least one new model annually thereafter [1]

猛士M817 Hero版采用专属的MHERO格栅，搭配越野型保险杠。极猛动力、智能越野全地形系统、战 甲车身一系列技术。同时，新车搭载了鸿蒙座舱，华为乾崑鲸鳍通信和卫星电话。 另外，猛士M817 Hero版拥有20多个改装接口预留，标配的备胎和拖挂系统，满足越野爱好者的深度个 性化与功能升级。为激发更多越野玩家的创造力，猛士汽车还面向所有猛士新老车主和广大改装爱好 者，同步启动了猛士共创改装大赛。 新浪科技讯 11月24日晚间消息，广州车展期间，猛士M817 Hero版正式上市，指导价为30.19万元。 今年，猛士汽车与华为联合推出"豪华智能越野技术解决方案"；今年8月，双方合作的首款车型猛士 M817上市；本次广州车展，应用户对更强越野、更自由改装的呼声，猛士M817 Hero版正式上市。目 前，猛士M817家族已拓展至四款车型：猛士M817 Hero版、猛士M817 Pro版、猛士M817 Max版、猛士 M817 Max+版。 责任编辑：何俊熹 ...