9月29日，华为创始人任正非签发委任令，宣布公司常务董事、终端BG董事长余承东出任华为产品投资 评审委员会（IRB）主任。一名华为内部人士向南都湾财社记者证实了该消息的真实性。 IRB（Investment Review Board）是华为内部最具分量的决策机构之一，主要负责公司关键技术研发方 向、资源配置和重大投资评审，尤其在智能汽车、AI芯片、大模型等前沿领域承担"指挥中枢"角色。 熟悉华为内部运作的分析人士指出，IRB的职能不仅限于投资审批，更肩负着"打赢AI关键战役"的使 命，这也是任正非将这一重任交给余承东的重要原因。 余承东仍将继续担任华为常务董事、终端BG董事长，并主导终端及鸿蒙智行业务。数据显示，截至8月 25日，鸿蒙智行累计交付已超过90万台，预计10月将突破百万台大关。鸿蒙智行已成为华为AI和智能 电动汽车生态的重要落地平台。 目前，华为以HarmonyOS为核心，打造鸿蒙办公、鸿蒙智家、鸿蒙智行、运动健康、影音娱乐五大智 慧场景，推动软硬件生态协同发展。在智能汽车领域，鸿蒙智行与赛力斯、奇瑞、北汽、江淮、上汽等 合作伙伴共同形成"AITO问界、LUXEED智界、STELATO享界、MAE ...

9月29日，华为创始人任正非签发委任令，宣布公司常务董事、终端BG董事长余承东出任华为产品投资 评审委员会（IRB）主任。一名华为内部人士向南都湾财社记者证实了该消息的真实性。 IRB（Investment Review Board）是华为内部最具分量的决策机构之一，主要负责公司关键技术研发方 向、资源配置和重大投资评审，尤其在智能汽车、AI芯片、大模型等前沿领域承担"指挥中枢"角色。 因此，这一任命被视为华为在AI与智能汽车等核心业务加速布局的重要信号。有业内人士认为，余承 东在长期推动技术商业化、带动终端业务崛起方面积累了丰富经验，此次履新将有助于强化华为在关键 战场上的整体战略执行力。 业内普遍认为，余承东兼任IRB主任，意味着华为将在AI芯片、大模型与智能汽车等战略领域集中优势 资源，加快形成核心技术与产业生态的全球竞争力，也为鸿蒙生态的持续壮大注入更强动力。 采写：南都·湾财社记者 程洋 在外界看来，余承东此次兼任IRB主任，是华为应对全球科技竞争新阶段的重要布局。随着人工智能和 智能电动汽车成为新一轮产业变革的制高点，华为亟需将研发资源、投资决策和业务执行形成合力，加 速技术落地与商业化。 熟悉华 ...

Core Insights - Huawei's HarmonyOS is central to the development of its smart mobility ecosystem, which includes smart office, smart home, smart mobility, sports health, and entertainment [3] - The launch of the new models, including the AITO Wanjie M9 and M7, signifies Huawei's commitment to enhancing the Chinese smart electric vehicle industry [3][9] Product Launches - The Wanjie M9 was introduced with a new color "Silver Purple" and has achieved over 240,000 deliveries since its launch [3] - The Wanjie M7 is officially priced between 279,800 to 379,800 yuan, offering both range-extended and pure electric options, with a spacious interior designed for family comfort [5][9] - The new model features a low drag coefficient of 0.249Cd and dimensions of 5080×1999×1780mm, with a wheelbase of 3030mm [5] Technological Features - The Wanjie M7 includes a 16.1-inch 3K floating central control screen and a 26-inch WHUD, with a 10.25-inch entertainment screen for the passenger [6] - The vehicle is equipped with over 150 acoustic materials for noise optimization and features a comprehensive Huawei Tuling platform for advanced driving assistance [6][7] - The Wanjie M7 offers a maximum range of 1625 km for the range-extended version and 710 km for the pure electric version, supported by a nationwide charging network of over 1.4 million charging piles [6] Safety and Performance - The Wanjie M7 is equipped with Huawei's advanced driving assistance system (ADS) with 34 sensors for 360° environmental perception, improving decision-making speed and traffic efficiency [7] - The vehicle's structure utilizes 100% hot-formed steel for enhanced safety, complemented by nine airbags [7] Market Positioning - The launch of the Shangjie H5, priced between 159,800 to 199,800 yuan, positions it as a "smart boutique SUV" with significant storage capacity and advanced smart features [9] - Huawei aims to cover a wide range of market segments from family to luxury vehicles, with a clear product layout to achieve annual sales of one million units [9]

Core Insights - The launch of new models including the AITO M9 in a new color "Silver Purple," the AITO M7, and the first model of the Jiangjie brand, the Jiangjie H5, signifies Huawei's commitment to expanding its product matrix in the smart electric vehicle sector [1][3] - Huawei aims to enhance the Chinese smart electric vehicle industry through its HarmonyOS ecosystem, which encompasses five major smart scenarios: office, home, transportation, health, and entertainment [1][3] - The AITO M9 has achieved over 240,000 cumulative deliveries and has maintained a market sales champion status for 18 months with over 500,000 units sold, along with leading the large SUV segment in terms of resale value for eight consecutive months [1][3] Product Features - The AITO M7 offers both range-extended and pure electric power options, with configurations for five and six seats, and is equipped with Huawei's Whale Battery Platform [1][2] - The new models are equipped with advanced safety features, including the Huawei Qian Kun Intelligent Driving ADS®4 system, which utilizes 34 sensors for 360° environmental perception, doubling decision-making speed and improving traffic efficiency by 20% [2] - The Jiangjie H5 is positioned as a "smart boutique SUV," featuring the Huawei Qian Kun Intelligent Driving ADS4, a long range of 1360 km, and a comprehensive product capability that exceeds its class [2][3] Strategic Goals - Huawei's strategy includes a clear product layout that covers a wide range from family to luxury vehicles, aiming for a sales target of one million units annually [3] - The company emphasizes collaboration with partners to further empower the smart electric vehicle industry in China, enhancing the smart travel experience for consumers [3]

Core Insights - The autumn product launch event by Hongmeng Zhixing introduced new models including the Wanjie M9 in a new color "Silver Purple" and the new Wanjie M7 and Shangjie H5, enhancing the product matrix under the HarmonyOS ecosystem [1][21] - The Wanjie M9 has achieved over 240,000 cumulative deliveries as of the launch event [3] Product Upgrades - The Wanjie M9 features a new "Luxury Package" with over 50 upgraded functions, including zero-gravity seats and smart privacy windows, enhancing its high-end business appeal [5] - The new Wanjie M7 is priced between 279,800 to 379,800 yuan, offering both range-extended and pure electric options, and has undergone three years of development with an investment exceeding 4 billion yuan [7][21] - The Shangjie H5, priced from 159,800 to 199,800 yuan, targets the 150,000 yuan market segment, featuring a range of 1360 km and advanced driving assistance systems [16][19] Technical Specifications - The Wanjie M7 boasts a low drag coefficient of 0.249Cd, dimensions of 5080×1999×1780 mm, and a wheelbase of 3030 mm, providing spacious interior comfort [7][10] - The Wanjie M7 is equipped with a 16.1-inch 3K floating central control screen and various entertainment screens for enhanced passenger experience [10] - The Wanjie M7's performance includes a comprehensive range of safety features and a high-strength steel body, with a moose test score of 76.6 km/h [12][20] Charging and Range - The range-extended version of the Wanjie M7 offers a comprehensive range of 1625 km, while the pure electric version has a CLTC range of 710 km, with fast charging capabilities [14] - The charging network covers over 350 cities and 1.4 million charging piles, allowing users to reach a charging station within an average of 10 minutes [14] Strategic Goals - Hongmeng Zhixing aims to achieve annual sales of one million vehicles by enhancing its product offerings across various market segments, supported by the HarmonyOS ecosystem [21]

2025年9月23日，鸿蒙智行秋季新品发布会于深圳举办。问界M9推出全新车色"银境紫"，全新问界M7、尚界H5两款重磅新品上市，进一步丰富 鸿蒙智行产品矩阵，满足用户多元化购车需求。华为以HarmonyOS为中心，构建鸿蒙办公、鸿蒙智家、鸿蒙智行、运动健康、影音娱乐五大智慧场 景。鸿蒙智行深度赋能中国智能电动汽车产业升级，AITO问界、LUXEED智界、STELATO享界、MAEXTRO尊界、SAIC尚界"五界聚势"，携手赛 力斯、奇瑞、北汽、江淮、上汽等合作伙伴共征新程。 超50项功能全量升级，问界M9新色"银境紫"上市 本次发布会，全景智慧旗舰SUV问界M9带来全新车色-银境紫，满足客户对个性审美与时尚品味的双重追求。自上市以来，问界M9累计交付超24万 辆，18个月稳居50万以上市场销量冠军，更连续8个月蝉联大型SUV保值率第一，连续两期新能源全车型用户净推荐值第一。 享六座满载天伦，大五座尽享温馨，在此基础上，问界M9推出尊四座配置套装，搭配奢享零重力座椅套装、智能隐私车窗、电动踏板，彰显高端商务 尊贵风范。同时，问界M9全系升级华为乾崑智驾®ADS 4、新增泊车车外语音远程查看及对讲、手表手势开关门 ...

Group 1 - The core point of the news is the launch of two new models by Hongmeng Zhixing, namely the Shangjie H5 and the new Aito M7, with a focus on affordability and advanced technology [1][2] - The Shangjie H5 is positioned as the most affordable model equipped with Huawei's ADS4 intelligent driving assistance system, starting at 159,800 yuan, making it the first model in the Hongmeng Zhixing lineup to be priced under 200,000 yuan [1][3] - The new Aito M7 has been updated in terms of design, space, performance, and safety, with prices starting at 279,800 yuan for the range-extended version and 319,800 yuan for the pure electric version [2] Group 2 - The Shangjie H5 has received significant pre-orders, exceeding 160,000 units since its small order launch on August 25, with over 75% of orders for the top configuration [3] - The Shangjie H5 features advanced technology, including Huawei's ADS4, with a maximum electric range of 655 km for the pure electric version and a combined range of 1,360 km for the range-extended version [5] - The vehicle is designed to offer a spacious interior comparable to a C-class car while maintaining the dimensions of a B-class vehicle, emphasizing luxury and performance [5]

Core Insights - HarmonyOS is becoming a core force in the domestic operating system ecosystem through its all-scenario strategy, promoting the widespread adoption of native applications and building a safer, smarter, and more open operating system [1][2] Group 1: Ecosystem Development - The "HarmonyOS Innovation Scenario Co-creation" competition attracted outstanding developers from various fields, highlighting the collaborative nature of Harmony's development [1][2] - Over 30 ecosystem partners have joined the co-creation of scenario-based solutions, with more than 50 co-creation capabilities established across key technology areas such as frameworks, media, tools, and security [1][7] - Notable technological achievements include: - Xiaohongshu's REDPlayer, which reduces startup time and offers high extensibility for developers [1][9] - Feishu's Harmony text renderer, supporting over 20 styles while ensuring smooth scrolling in complex scenarios [1][9] - Zhihu's intelligent pre-rendering service framework, significantly reducing page refresh delays and enhancing user experience [1][11] Group 2: Developer Engagement - Huawei encourages both enterprise partners and independent developers to participate in co-creation, offering opportunities for technical influence, honor awards, and technical support [6][12] - The co-creation process involves submitting technical proposals, evaluation by Huawei, and subsequent collaboration on scenario technology [12][13] Group 3: Technical Solutions - Five recommended co-created scenario capabilities include: - JD's Taro on HarmonyOS framework, enabling rapid development of high-performance Harmony applications [8] - Kuaishou's QuickTransformer, a high-performance serialization and deserialization solution [10] - Huolala's PageSpy, a cross-platform debugging tool for various project types [10] - Zhihu's intelligent pre-rendering service, which reduces page load time from 1600ms to 300ms, an 81% decrease [11]

Core Insights - Huawei has reaffirmed its leadership position in the smart wearable device market, achieving the top spot in both global and Chinese wrist-worn device shipments in Q2 2025, with a global market share of 20.2% and a Chinese market share of 33.4% [1][6][9] Group 1: Market Performance - In Q2 2025, Huawei shipped 7.0 million units in China, maintaining a 33.4% market share, while its global shipments reached 10.0 million units, representing a 20.2% share [2][7] - Xiaomi and Apple follow Huawei in the Chinese market with 6.0 million units (28.8% market share) and 1.4 million units (6.9% market share) respectively, indicating significant growth for Xiaomi at 105.4% year-over-year [2][6] - Huawei's cumulative global shipments have surpassed 200 million units, establishing it as a trusted brand among consumers [1] Group 2: Product Development - The upcoming Huawei WATCH GT 6 series, set to be unveiled on September 24, is anticipated to be a significant benchmark in the smart watch market for the second half of 2025, showcasing Huawei's technological advancements in the wearable sector [2][9] - The design of the WATCH GT 6 series incorporates octagonal geometric aesthetics, enhancing its appeal and versatility for various settings, which may solidify Huawei's leadership in high-end smart design [3][6] - The new series is expected to feature upgrades in health monitoring and battery life, with the advanced Dimensity sensing system aiming for higher precision in health metrics such as heart rate and blood oxygen levels [5][6] Group 3: Industry Impact - The launch of the WATCH GT 6 series is likely to push the industry towards a convergence of long battery life, high-end design, and in-depth health integration, positioning smartwatches as central nodes in health management within Huawei's broader ecosystem [9] - The integration of HarmonyOS is expected to enhance cross-device collaboration, allowing for a more seamless user experience across Huawei's product range [9]

Group 1 - Huawei launched the new foldable smartphone Mate XTs at an event in Shenzhen, showcasing its latest technology and features [1] - Wankey Technology's products, including Wankey Mind Map and Wankey Diagram, have been adapted for Huawei's new foldable smartphone, enhancing user experience [1] - Wankey Mind Map offers AI features such as one-click mind map generation and conversion to PPT, providing a desktop-level experience on mobile [1] Group 2 - Wankey Technology has accelerated its integration into the HarmonyOS ecosystem, with its products being among the first to adapt to the system [2] - In July, Wankey Mind Map was the first mind mapping application to launch on the Huawei MatePad Pro 12.2-inch tablet, which runs HarmonyOS 5 [2] - A comprehensive cooperation agreement was signed between Wankey Technology and Huawei at the HDC 2025, aiming to build the HarmonyOS ecosystem together [2]