8月7日，智界在深圳签约并启动沪深双设计中心，次日双 7 新改款将开启小订。这是华为与奇瑞深度合作的关键动作：奇瑞全面押注智界，放弃星纪元资 源倾斜，其 "纯血鸿蒙" 路线携高规格智驾配置来袭。这场被视为背水一战的博弈，成败或改写中国智能电动车格局。 8月7日，智界品牌战略合作协议签约在深圳举行，并宣布智界上海深圳双设计中心正式开业，在经历内部磨合与市场起伏后，华为与奇瑞双方试图通过体 系重构与产品升级，为智界品牌奠定新的起点。 智界这些新动作也弥漫着背水一战的硝烟味，这是一场押注华为全栈技术的"纯血鸿蒙"实验。若败，无疑是鸿蒙智行的一大挫折。若成，中国智能电动车 格局有望被改写。 迟到的品牌"成人礼" 8月8日，智界R7与S7新款车型（下称"双7新款"）将同步开启小订，这是品牌重塑的第一枪。官方信息里藏着近乎"奢侈"的技术宣言：全系标配192线激光 雷达、后向高精度固态激光雷达、4D毫米波雷达和ADS小蓝灯，再加上华为ADS 4辅助驾驶系统…… "纯血鸿蒙"的概念此前针对智界被明确提出，双7新款正是新的印证。近期，智界产品总监海蓝天在用户社区强调，智界的定义、设计、质量、供应链、 营销、渠道、服务都严格遵循 ...

Core Viewpoint - The collaboration between Huawei and Chery through the launch of the Zhijie brand and the establishment of dual design centers in Shanghai and Shenzhen marks a significant strategic shift, aiming to reshape the landscape of China's smart electric vehicle market with a focus on Huawei's full-stack technology and the "pure blood HarmonyOS" approach [1][4][5]. Group 1: Strategic Developments - On August 7, the Zhijie brand strategic cooperation agreement was signed in Shenzhen, and the dual design centers were officially opened, indicating a new starting point for the Zhijie brand after internal adjustments and market fluctuations [2]. - Chery has fully committed to the Zhijie brand, abandoning the Star Era resources, which is expected to enhance Zhijie's market position and eliminate internal competition for resources [8][10]. - The launch of the new R7 and S7 models, referred to as the "Double 7 New Models," is seen as the first step in brand rejuvenation, featuring advanced technology such as 192-line laser radar and the Huawei ADS 4 driving assistance system [5][26]. Group 2: Product and Market Strategy - Zhijie plans to expand its product lineup beyond the Double 7 models, with intentions to introduce a large SUV (R9) and the first MPV model under the HarmonyOS driving system, reflecting ambitions to penetrate broader market segments [7]. - The "Double 7 New Models" are positioned as a critical product for achieving the "third generation of maturity," with a focus on high-end specifications and user experience, aiming to compete directly with established players like Tesla [25][26]. - The strategy includes a "no optional extras" approach, where key features are standardized across all models to simplify user decision-making and enhance customer satisfaction [25][26]. Group 3: Operational and Structural Changes - The restructuring of the Zhijie project has transitioned from a divisional model to an independent subsidiary, allowing for more efficient decision-making and a clearer delineation of responsibilities between Huawei and Chery [13][14]. - The establishment of a dedicated R&D base in Wuhu, along with the relocation of the engineering team, aims to enhance research efficiency and align with Huawei's operational standards [15][11]. - The collaboration has evolved from initial disagreements over control to a more integrated partnership, with Huawei taking the lead in product quality and operational management while Chery provides strategic support [16][13]. Group 4: Challenges and Adaptations - Zhijie's journey has faced significant challenges, including delivery issues and market fluctuations, which have prompted a reevaluation of operational strategies and a focus on rebuilding trust with consumers [18][20]. - The brand's initial high order volume for the S7 was met with delivery delays due to production capacity issues, leading to a reassessment of supply chain resilience and user response mechanisms [18][20]. - The transition from a reliance on Huawei's brand strength to a more user-centric approach marks a critical evolution in Zhijie's operational strategy, emphasizing direct user engagement and efficient manufacturing processes [20][21].

Core Insights - The landscape of China's new energy vehicle market has undergone significant changes in the first half of the year, with the previous "Wei Xiaoli" trio being disrupted by new leaders [1][2] - The top three new energy vehicle companies by sales volume in the first half of the year are Leap Motor, Hongmeng Zhixing, and Li Auto, with deliveries of 221,664, 204,658, and 203,938 units respectively [1][2] - The market is experiencing intense competition, shifting focus from price wars to technology, service, and ecosystem development [1][7] Group 1: Company Performance - Leap Motor achieved a remarkable 155.7% year-on-year growth, becoming the largest player with 221,664 units delivered, and aims to maintain a monthly delivery of over 50,000 units in the second half of the year [2][3] - Hongmeng Zhixing ranked second with 204,658 units sold, but faces pressure to meet its ambitious annual target of 1 million units, having completed only 20.5% in the first half [2][4] - Li Auto, with 203,938 units delivered, saw a slower growth rate of 7.9% and aims to launch new electric models to enhance its market position [2][3] Group 2: Market Trends - June saw a collective surge in sales among new energy vehicle companies, with Hongmeng Zhixing leading with 52,747 units delivered, marking a 20% year-on-year increase [4][5] - The overall market for new energy vehicles is expected to continue growing, driven by technological advancements and improved infrastructure [6][7] - The competition is anticipated to shift from scale to technology, with new models from various companies set to launch in the second half of the year [7][8] Group 3: Future Outlook - The penetration rate of new energy vehicles reached approximately 55% in June, with significant promotional activities contributing to sales growth [7] - Companies are focusing on building differentiated competitive advantages in smart driving, charging networks, and user ecosystems [8] - The global expansion of companies like Leap Motor and Xiaomi is expected to enhance their market presence, with predictions of significant growth in exports by 2025 [7][8]