进入7月后，汽车市场价格战逐步熄火、汽车厂家收缩促销补贴已成为行业大趋势，但有一家车企的补贴仍格外引人注目。 6月30日，河南省汽车行业协会和工程学会发布"关于开展新能源汽车促消费有关工作的通知"，对7月份在河南省内新购买售价为20万元及以上，搭载鸿蒙车 机系统及华为途灵平台的新能源汽车自然人消费者，且在河南省内上"豫"牌的，给予每辆车3000元现金补贴。 随即多地跟进了类似补贴政策。7月1日，长沙商务局发布消息，在湖南区域购买鸿蒙智行部分车型，给予每辆3000元的新能源汽车购车补贴。7月4日、7月8 日和7月11日，长春商务局、安徽省汽车经销商商会、云南商务厅分别发布了7月在本地购买鸿蒙智行车型可获得3000元补贴的消息。 一时间，"地方政府力挺华为鸿蒙智行"的观点快速传播。但那些未开启3000元补贴的地市的鸿蒙智行经销商及其他汽车品牌的经销商，对此表达了不满，认 为有选择的补贴"不公平"。 "我了解了一下，地方政府肯定是都没有参与的，这是华为自己的促销行为。"全国工商联汽车经销商商会党支部书记邢海涛对经济观察报记者表示，"有关 部委的领导已经关注到此事，河南的鸿蒙智行补贴活动已经于昨天被叫停了。" 经济观 ...

Group 1 - Multiple regions have launched limited-time purchase subsidy activities for Hongmeng Zhixing vehicles in July, including Yunnan, Anhui, and Henan provinces [1][2][3] - In Yunnan, a subsidy of 3,000 yuan per vehicle is offered for purchases made from July 1, with a limited fund available on a first-come, first-served basis [2] - Anhui province announced a similar subsidy for purchases made between July 9 and July 31, with a total fund of 3.6 million yuan for 1,200 vehicles [2] - Henan province also provides a 3,000 yuan subsidy for vehicles priced at 200,000 yuan and above, with a total fund of 6 million yuan for 2,000 vehicles [2] Group 2 - At least 10 provinces and cities have announced cash subsidy activities for Hongmeng Zhixing vehicles, indicating a widespread initiative [3] - The funding for these subsidies primarily comes from local sales enterprises related to Hongmeng Zhixing, rather than direct government subsidies [3][8] - Analysts suggest that this initiative represents a collaborative innovation between government and enterprises, creating a "triple win" ecosystem for consumers, car manufacturers, and local governments [8] - In the first half of the year, Hongmeng Zhixing's retail sales reached approximately 204,000 units, a year-on-year increase of 5.1%, with a market share of 3.7% [8] - The sales target for Hongmeng Zhixing this year is 1 million units, indicating that the current sales achievement is only 20.5% of the target [8]

Core Viewpoint - The article discusses the recent launch of cash purchase subsidies for Hongmeng Intelligent vehicles across multiple provinces and cities in China, aimed at boosting sales during July 2025 [1][2]. Group 1: Subsidy Details - Various provinces and cities have initiated a cash subsidy program for Hongmeng Intelligent vehicles, offering a cash rebate of 3,000 yuan per vehicle for purchases made between July 1 and July 31, 2025 [1][2]. - The number of vehicles eligible for the subsidy in each province is limited, typically ranging from 1,000 to 2,000 units [1]. - The subsidy program in Henan province specifies that it applies to new energy vehicles priced at 200,000 yuan or above, equipped with the Hongmeng vehicle system and Huawei's Tuling platform [1]. Group 2: Participation and Impact - At least ten provinces and cities, including Henan, Anhui, Yunnan, Hebei, Hunan, Tianjin, and others, have announced similar cash subsidy activities for Hongmeng Intelligent vehicles [2]. - The funding for these subsidies is sourced from local sales enterprises related to Hongmeng Intelligent [2]. - In addition to the provincial subsidies, Hongmeng Intelligent is offering a cash discount of 20,000 yuan on all models from June 27 to July 31, 2025, which includes regional subsidies [2]. Group 3: Sales Performance - In June 2025, Hongmeng Intelligent achieved a total delivery of 52,747 vehicles, marking a year-on-year increase of 20% [2].

Group 1 - The core point of the article is that Henan Province is offering a cash subsidy of 3,000 yuan for each new energy vehicle priced at 200,000 yuan or above, equipped with Huawei's HarmonyOS and the Huawei Tuling platform, purchased and registered in the province from July 1 to July 31, 2025 [1] - The total budget for this subsidy program is 6 million yuan, which will cover 2,000 vehicles, and the subsidy is available on a first-come, first-served basis until the funds are exhausted [1] - This initiative is classified as a "targeted subsidy" by the staff of the Henan Province Automobile Industry Association, indicating a specific focus on promoting the adoption of certain new energy vehicles [1]

Core Insights - The "advertising incident" involving Deep Blue Automotive has sparked significant discussion within the automotive industry regarding the potential of software services as a new revenue source amid declining hardware profits [2] - The event highlights the anxiety faced by automakers during their business model transformation, particularly as the market penetration rate of smart connected vehicles in China is expected to exceed 80% next year [2] - The challenge lies in effectively monetizing in-car systems while ensuring a positive user experience [2] Advertising Monetization - In-car advertising is supported by a robust commercial logic, as the central control screen of smart vehicles serves as a focal point for user attention, similar to smartphones [3] - Chinese car owners spend an average of 87 minutes in their vehicles daily, creating significant commercial value through attention economics [3] - Deep Blue Automotive's CEO stated that targeted advertising based on user behavior can enhance marketing efficiency, as internal statistics show that about 50% of target users missed promotional offers [3] User Experience Challenges - There is a delicate balance between advertising methods and user experience, as intrusive ads can provoke negative reactions from users [4] - A survey indicated that 68% of respondents accept passive advertising formats that do not interfere with driving, while 92% oppose ads during navigation [4] - The industry faces a common challenge in balancing data utilization for targeted advertising with privacy protection [4] Software Commercialization Disparities - The automotive industry's software commercialization shows a stark divide, with pioneers like Tesla achieving significant results, while most domestic automakers see software revenue at only 1% to 3% [5] - Subscription models are becoming mainstream among high-end brands, but they require strong brand premium capabilities [5] - Advertising revenue sharing is another explored avenue, with companies like Li Auto implementing light ad placements that yield limited revenue [5] User Demographics and Preferences - Different user demographics exhibit varying tolerances for in-car advertising, with younger users (ages 25-35) showing higher acceptance but demanding higher quality ads [6] - This shift in user mindset indicates that in-car advertising must evolve to be more refined and intelligent [6] Creating a Sustainable Ecosystem - The exploration of in-car profitability models must focus on creating user-recognized value, as highlighted by Mercedes-Benz's CTO [7] - Intelligent service scenarios, such as offering car wash appointments during bad weather, can blur the lines between advertising and service, increasing user acceptance [7] - Building an open ecosystem is crucial for expanding revenue bases, as individual automakers have limited user scales [8] Regulatory and Standardization Needs - The establishment of industry standards for in-car advertising is becoming urgent, especially as more vehicles become connected [8] - The EU is already working on regulations requiring explicit user consent for in-car ads and providing easy opt-out options [8] Future Outlook - The transition from "functional vehicles" to "smart vehicles" necessitates trial and error in business model exploration, similar to the internet industry's evolution from free to paid services [9] - Successful business models must be built on user value, with the potential for suitable profitability models emerging in the next 3-5 years as technology matures and user habits evolve [9] - The Deep Blue Automotive incident should be viewed as a starting point for industry reflection and progress, emphasizing the importance of maintaining the core value of providing safe and comfortable mobility experiences [9]