【导读】加码新能源豪华轿车市场，岚图汽车攻向"BBA"核心腹地 "传统'BBA'主导的豪华轿车市场，正在被打开。"12月10日晚间，岚图汽车董事长、党委书记卢放在接受中国基金报等媒体采访时表示。 在电动化、智能化的时代浪潮下，中国车企在SUV和MPV领域实现高端引领，但豪华轿车市场仍是"BBA"(奔驰、宝马、奥迪)等车企的核心腹地。 以岚图汽车为代表的央国企旗下新能源车企，正在进军新能源豪华轿车市场。12月10日，定位为新时代旗舰轿车的岚图追光L上市。 卢放表示："一个汽车品牌到底是强还是弱，轿车销量应该是一个很重要的评判标准。" 过去20年，多家国产车企加码豪华轿车市场，但远不及在SUV、MPV等细分市场取得的成效。卢放表示，中国有很多汽车品牌的销量已经很高，但在全 球汽车市场仍很难说品牌有多强，一个很大的问题是在豪华轿车市场依然没有做起来。 "轿车是最难突破的。"岚图汽车副总经理、销售公司总经理邵明峰表示，固有成见的因素比较多，需要中国车企花更多的时间去改变。 岚图汽车团队此前调研发现，在新能源汽车时代，中国车企的造车技术具备一定程度的优势，但"BBA"等车企在用户心中的品牌认知，仍是助力其产品销 售的重 ...

Core Insights - The Huawei QianKun Ecological Conference highlighted the transition of the smart automotive industry from single-vehicle intelligence to ecosystem integration, emphasizing the vision of making travel safer and life better through technology [1] - The conference showcased significant technological upgrades and ecosystem service achievements, providing a strategic blueprint for Huawei QianKun and practical examples for the entire industry [1] Group 1: Technological Advancements - The QianKun Intelligent Driving ADS series upgrade was a focal point, with the ADS 4 Pro featuring the innovative Limera sensor for real-time data fusion, capable of identifying obstacles even at high speeds [2] - The ADS 4 Max version introduces eAES 2.0, enabling proactive maneuvers in critical situations, with an OTA update planned for Q1 2026 to enhance navigation assistance across over 20 vehicle models [2] - Huawei has invested over 50 billion yuan in R&D for QianKun Intelligent Driving, with 10 billion yuan allocated for 2024, achieving significant advancements in AI capabilities [2] Group 2: Market Performance - As of October 2025, vehicles equipped with QianKun Intelligent Driving surpassed 100,000 units sold, with a market share of 27.8% for urban navigation assistance and over 50% in the luxury segment priced above 350,000 yuan [3] - The HarmonySpace 5 smart cockpit has entered the L3 era, enhancing user interaction through a more intuitive interface [3] - New high-end smart brands, such as Qijiang and Yijing, were introduced in collaboration with GAC and Dongfeng, respectively, aiming to cater to diverse consumer segments [3] Group 3: Ecosystem Development - The shift from vehicles as mere transportation tools to smart terminals is underway, with the introduction of the "10-minute QianKun Intelligent Driving Life Circle" concept, facilitating seamless services like parking and charging [4] - Collaborations with partners like Keta, Star Charging, and Tuhu Car Maintenance are enabling practical implementations of this life circle, enhancing user convenience [4] - The launch of the QianKun Intelligent Driving ecosystem open platform aims to provide a one-stop vehicle experience by integrating services such as parking, charging, and insurance [4] Group 4: Industry Collaboration - Huawei QianKun is addressing industry challenges by providing technical standards to upstream suppliers and assisting automakers in enhancing their smart capabilities [5] - Continuous upgrades from ADS 2 to ADS 4 allow existing users to benefit from new features, improving user experience and reducing costs [5] - The establishment of a closed-loop ecosystem encompassing technology, products, and services positions Huawei QianKun to accelerate the adoption of smart technologies and enhance China's competitive edge in the global automotive market [5]

Core Insights - The Huawei QianKun Ecological Conference highlighted the transition of the smart automotive industry from single-vehicle intelligence to ecosystem integration, emphasizing the vision of making travel safer and life better through technology [1][2] Technology and Product Development - Huawei QianKun's core competitiveness is built on a continuously iterating technology ecosystem and a comprehensive product layout, with significant R&D investments exceeding 50 billion yuan and over 10 billion yuan planned for 2024 [2] - The ADS 4 Pro enhanced version features the Limera sensor for real-time data fusion, enabling advanced obstacle recognition even at high speeds [2] - The ADS 4 Max version introduces eAES 2.0 for proactive evasive maneuvers and safe parking after tire blowouts, with an OTA update scheduled for Q1 2026 [2] - Sales data indicates that over 100,000 vehicles equipped with QianKun technology were sold by October 2025, with a market share of 27.8% for urban navigation assistance in the luxury segment [3] User-Centric Innovations - The HarmonySpace 5 smart cockpit has entered the L3 era, allowing for seamless interaction without wake-up commands, enhancing user experience [3] - New vehicle models, including the high-end brand "Qijing" in collaboration with GAC and the "Yijing" brand with Dongfeng, are set to launch in mid-2026, featuring the latest QianKun technologies [3] Ecosystem and Industry Collaboration - The smart automotive sector is evolving into an intelligent terminal, with the "10-minute QianKun driving life circle" concept facilitating seamless services like parking, charging, and car washing [4] - Collaborations with partners such as Keta Co., Star Charging, and Tuhu Car Maintenance are enabling practical implementations of the service ecosystem, including automated parking and charging solutions [4][5] - The QianKun ecosystem aims to address industry pain points by providing technology standards to upstream suppliers and supporting automakers in enhancing their smart capabilities [5] Strategic Vision - Huawei QianKun is building a closed-loop ecosystem of technology, products, and services, aiming to accelerate the adoption of smart technologies and position the Chinese smart automotive industry competitively on a global scale [5]

Core Insights - Huawei QianKun, in collaboration with GAC Group and Dongfeng Motor, launched two new brands, "Qijing" and "Yijing," at the 2025 Huawei QianKun Ecological Conference, aiming to create a new chapter in smart mobility rather than merely providing technology output [2][3] - The brands are positioned to enhance Huawei's commercial ecosystem, with Qijing targeting high-end smart electric vehicles and Yijing focusing on mid-to-high-end intelligent models [2][3] Brand Launch - Qijing is a high-end smart electric vehicle brand developed with GAC Group, with its first product set to launch in June 2026, fully equipped with Huawei QianKun's smart solutions [2] - Yijing, developed with Dongfeng Motor, aims at mid-to-high-end intelligent vehicles, targeting users who value stability, family, and quality of life, with its first product expected in April 2026 [3] Strategic Collaboration - Huawei QianKun emphasizes a deep partnership with GAC Group for the Qijing brand, with a dedicated team working closely on product development and user services [5] - The collaboration aims to streamline the development process, moving away from inefficient negotiations for each vehicle model, and focuses on continuous software updates to enhance vehicle value [5] R&D Investment - Huawei QianKun has invested over 50 billion yuan in R&D, with 10 billion yuan specifically allocated to the development of ADS 5 [6] - The company aims to build a technological "moat" through intensive R&D and has upgraded its AI capabilities significantly, increasing cloud computing power from 15 EFLOPS to 45 EFLOPS [6] Technological Advancements - The conference highlighted advancements in the ADS series, including the upcoming commercial launch of ADS L3 solutions, with road tests already underway in major cities [7][10] - Huawei QianKun is working towards creating a "10-minute QianKun smart driving lifestyle circle," integrating various services such as parking, charging, and car maintenance [10] Ecosystem Development - The company is collaborating with partners like Keta Co., Star Charging, and Tuhu to enhance its smart driving ecosystem, supporting services for 200,000 parking lots and planning to integrate 1.4 million charging stations [10]

Core Insights - Huawei QianKun, in collaboration with GAC Group and Dongfeng Motor, launched two new brands, "Qijing" and "Yijing," aiming to create a new chapter in intelligent mobility rather than merely providing technology output [1][2] - The brands are positioned as high-end intelligent electric vehicle brands, with Qijing's first product set to launch in June 2026 and Yijing's in April 2026 [2] - Huawei QianKun's vision is shifting from technology dissemination to delivering value, focusing on providing an exceptional intelligent driving experience [1][2] Brand Development - Qijing is developed with GAC Group, focusing on high-end intelligent electric vehicles, while Yijing, in partnership with Dongfeng, targets mid-to-high-end intelligent models [2] - Huawei's strengths in areas like assisted driving and smart cockpit technology, combined with GAC's expertise in battery technology and vehicle manufacturing, enhance Qijing's competitiveness [2][3] Collaborative Approach - Huawei QianKun will support the entire process from product definition to market launch and user service for Qijing, employing integrated product development (IPD) and integrated product marketing services (IPMS) [3] - The collaboration aims to eliminate inefficiencies in past negotiations for each vehicle model, allowing for rapid software iteration and maintaining vehicle value over time [3] R&D Investment - Huawei QianKun has invested over 50 billion yuan in intelligent driving research and development, with 10 billion yuan specifically allocated to the ADS 5 project [4] - The company emphasizes a "pressure-driven R&D" approach to build a technological "moat" [4] Technological Advancements - The cloud computing power for Huawei QianKun's intelligent driving has increased from 15 EFLOPS to 45 EFLOPS, ranking first in China [5] - The company has announced upgrades to its ADS series and is preparing for commercial deployment of L3-level solutions by April 2025 [6] Ecosystem Development - Huawei QianKun is working with partners to create a "10-minute QianKun intelligent driving lifestyle circle," which includes services like parking payment, automatic charging, and car maintenance [7] - The ecosystem aims to integrate various services into the vehicle's app, enhancing user experience and convenience [7]

Core Viewpoint - Huawei QianKun, in collaboration with GAC Group and Dongfeng Motor, has launched two new brands, "Qijing" and "Yijing," aiming to create a new chapter in intelligent mobility rather than merely providing technology output [2][3]. Brand Launch - Qijing is positioned as a high-end intelligent electric vehicle brand, with its first product set to launch in June 2026, fully equipped with Huawei QianKun's intelligent solutions [4]. - Yijing focuses on mid-to-high-end intelligent models, targeting users who value stability, family, and quality of life, with its first product expected to launch in April 2026 [6]. Strategic Collaboration - Huawei QianKun has established a dedicated team at GAC Group, emphasizing the importance of collaboration in developing the Qijing brand, with Huawei's involvement throughout the product lifecycle [6][7]. - The partnership aims to eliminate inefficiencies in previous collaborations, allowing for rapid software iteration and maintaining vehicle value over time [7]. R&D Investment - Huawei QianKun's overall R&D investment has exceeded 50 billion yuan, with 10 billion yuan specifically allocated for the development of ADS 5 [8][9]. - The company has made significant advancements in its technology ecosystem, including upgrades to its ADS series and HarmonySpace 5, with cloud computing power increasing from 15 EFLOPS to 45 EFLOPS [9]. Future Developments - Huawei QianKun plans to release a commercial solution for high-speed L3 autonomous driving in April 2025, with large-scale commercialization expected in 2026 [10][12]. - Road testing for high-speed L3 capabilities is currently underway in major cities, including Beijing, Shanghai, Guangzhou, and Shenzhen, as well as in Hefei, Wuhan, and Chongqing [12]. Ecosystem Development - The company aims to build a comprehensive smart mobility ecosystem, collaborating with partners like Keta Co., Star Charging, and Tuhu to create a "10-minute QianKun smart driving lifestyle circle" [14]. - The ecosystem will integrate services such as parking payment, automatic charging, and car maintenance, with support for 200,000 parking lots and plans for 1.4 million charging stations and over 1,000 car wash locations [14].

Core Points - The Avita 12 Four Laser Edition was officially launched on October 28, 2025, with a price range of 269,900 to 429,900 yuan, and a net price after rights of 259,900 to 419,900 yuan [1] - Huawei's Executive Director and Chairman of the Terminal BG, Yu Chengdong, attended the launch event, highlighting the depth and height of the strategic cooperation between Huawei and Avita [1] Group 1: Technological Advancements - Avita has become a priority platform for Huawei's leading smart technology after six years of collaborative research and innovation [3] - The new Avita 12 Four Laser Edition features four laser radars, achieving 360-degree coverage and maintaining precise perception capabilities in blind spots [3] - The upgraded Huawei Drive ADS4 system reduces end-to-end latency by 50%, improves traffic efficiency by 20%, and decreases emergency braking rates by 70% [3] Group 2: Intelligent Cabin Features - The HarmonySpace5 intelligent cabin system offers a highly personalized driving experience, supporting seamless iOS screen mirroring and various user-friendly features [4] - The system includes voiceprint recognition, dynamic ambient lighting, and proactive service suggestions, creating a mobile smart space that understands user needs [4] Group 3: Future Collaboration - The official launch of the Avita 12 Four Laser Edition reinforces the deep cooperation between Huawei and Avita [4] - Both companies plan to continue collaborating to drive design aesthetics through technological innovation, aiming to provide consumers with exceptional smart travel experiences [4]

Core Insights - Avita Technology has launched the pre-sale of its Avita 12 Four Laser Edition, featuring both pure electric and range-extended powertrains, with six models available [1] - The vehicle incorporates ten new upgrades and twelve exclusive configurations, enhancing design, luxury, driving control, and intelligence [1][5] Design and Luxury - The Avita 12 Four Laser Edition continues the brand's "future aesthetics" design language, with a new "Xijin Gray" exterior color inspired by dawn and an "Rock Brown" interior featuring natural birch wood trim [3] - The VIP four-seat luxury package includes heated, ventilated, and massage seats, along with a car refrigerator and wireless charging, catering to diverse travel needs [3] Safety and Technology - The vehicle is equipped with Huawei's advanced four-laser radar system, providing 360° coverage and enhanced safety features, even in challenging conditions [4] - It utilizes Huawei's Kunlun ADS4 for improved decision-making efficiency, achieving a 20% increase in traffic efficiency and a 50% reduction in end-to-end latency [4] Performance and Range - The pure electric rear-drive version offers a CLTC range of 755 km, while the four-wheel-drive version accelerates from 0-100 km/h in just 3.8 seconds [5] - The range-extended version features a 52 kWh battery, with a pure electric range of 356 km and a total range exceeding 1270 km, supporting rapid charging capabilities [5] Market Positioning - The Avita 12 Four Laser Edition is set to officially launch on October 28, aiming to boost sales with its comprehensive upgrades and unique configurations [5]

Core Insights - Avita has strengthened its relationship with Huawei, becoming a leading brand under Huawei's HI cooperation model, with over 3,000 Huawei employees choosing Avita vehicles [4][6] - Avita's strategic upgrade, announced on September 20, aims to enhance product, technology, service, and globalization efforts, marking a significant milestone in its collaboration with Huawei [4][7] - The launch of the Avita 07 - 2026 model, priced between 210,000 to 270,000 yuan, incorporates advanced technologies from Huawei, including ADS4 and HarmonySpace5 [4][5] Group 1 - The Avita 07 model has been pivotal in boosting sales, with total deliveries surpassing 10,000 units shortly after its launch last year [5] - Avita aims to achieve sales of over 220,000 units this year, with long-term goals of 400,000 units by 2027, 800,000 units by 2030, and 1.5 million units by 2035 [6][8] - The new leadership under Wang Hui is expected to drive Avita towards its ambitious sales targets and expedite its IPO process [6][8] Group 2 - The strategic cooperation with Huawei emphasizes a unified approach to product definition and market promotion, enhancing operational efficiency [7][8] - Avita plans to launch 17 new products by 2030, covering a wide range of vehicle types, including a flagship model priced over one million yuan [8] - The company is shifting from self-operated stores to a dealer franchise model to enhance customer service and expand its market presence [9] Group 3 - Avita's international expansion strategy includes entering over 50 countries and establishing more than 160 sales channels by the end of this year, with a goal of over 700 channels by 2030 [9] - The company is positioned to potentially lead Changan Group to new heights in the capital market, similar to the success of competitors like Seres [11]

Core Viewpoint - The partnership between SAIC-GM-Wuling and Huawei has been upgraded to enhance collaboration in the fields of assisted driving, intelligent cockpit, and smart manufacturing, aiming to improve product competitiveness and accelerate the adoption of smart technologies in the market [1][3]. Group 1: Partnership Details - The signing ceremony for the deepened cooperation took place on September 6, with both companies committing to a multi-component collaboration model [1]. - SAIC-GM-Wuling will lead product definition, engineering development, production, and full-channel services, while Huawei will provide intelligent solutions including advanced driving and smart cockpit technologies [1][3]. Group 2: Strategic Goals - The collaboration aims to create products that combine advanced intelligent experiences with competitive pricing, facilitating the penetration of smart technologies into broader markets [3][4]. - The partnership is seen as a strategic move for SAIC-GM-Wuling to elevate its brand and achieve high-quality development in the era of intelligent electrification [3]. Group 3: Technological Integration - In assisted driving, the integration of Huawei's advanced technology with SAIC-GM-Wuling's experience aims to optimize AI energy management and enhance user experience tailored to Chinese road conditions [4]. - The intelligent cockpit will leverage Huawei's HarmonyOS and SAIC-GM-Wuling's user interaction habits to improve the quality of smart travel interactions [4]. - The smart manufacturing initiative focuses on creating a flexible production experience that meets diverse and personalized user needs, supported by an AI-driven ecosystem [4]. Group 4: Product Launch - The first model resulting from this collaboration is the Baojun Huajing S, a flagship six-seat SUV that incorporates both companies' technological advancements [6]. - The vehicle will feature Huawei's advanced driving capabilities and a rich interactive experience, marking a significant step in the integration of smart technologies into consumer vehicles [6]. Group 5: Safety Features - The Baojun Huajing S emphasizes safety with a comprehensive protection system covering intelligent, structural, battery, material, and all-time safety [7]. - The vehicle is designed to meet high safety standards and incorporates innovative materials and technologies to ensure user safety [7].