Core Insights - The article highlights the transformation of Chinese automotive companies, particularly Great Wall Motors, from mere participants to key players in the global narrative of smart and localized automotive solutions at CES 2026 [2][3]. Group 1: Globalization and Market Strategy - Great Wall Motors aims to achieve over 500,000 units in overseas sales by 2025, reflecting its strategic global expansion [4]. - The company is adapting its smart driving and cabin ecosystem to local market conditions, recognizing the differences in network infrastructure, regulations, and user habits across regions [4][5]. - Great Wall is implementing a phased approach to introduce its technologies in various markets, prioritizing regions with better network conditions and open ecosystems [4][5]. Group 2: Technology and Product Development - The Coffee OS and Coffee Pilot systems serve as the foundation for Great Wall's unified system logic, which will be adapted for local markets [4]. - Great Wall is developing Coffee G, an overseas version of its Coffee OS, to enhance user interaction and ecosystem integration [6]. - The company is focusing on creating a high degree of interaction and ecosystem compatibility, particularly in regions where existing solutions like CarPlay and Android Auto fall short [6][7]. Group 3: Research and Development - Great Wall has established local R&D teams in various regions to address market-specific needs, including regulatory compliance and rapid response to user demands [9]. - The company is also setting up advanced technology R&D centers in regions like North America and Europe to attract top talent and enhance its technological capabilities [9][10]. Group 4: Market Entry and Consumer Engagement - Great Wall is actively preparing to enter the Middle East market by December 2025, with plans for EU market entry by April 2026 [34]. - The company recognizes the cultural and brand recognition challenges in mature markets like the U.S., where established brands dominate [35]. - Great Wall aims to leverage feedback from potential users in the U.S. to optimize its products and strategies for future market opportunities [14]. Group 5: Smart Driving and User Experience - The company is advancing its smart driving capabilities with a focus on user experience, aiming to transition from traditional interaction models to proactive service models [21][22]. - Great Wall's ASL 2.0 intelligent system is designed to enhance user interaction by understanding user intent and providing seamless assistance [22][32]. - The company plans to launch its first mass-produced vehicle equipped with the ASL 1.0 system in mid-2026, marking a significant step in its smart driving strategy [24][32].

Core Insights - Great Wall Motors is one of the first domestic brands to officially announce participation in CES 2026, aiming to enhance its global brand recognition and communication [4][28] - The company plans to showcase its latest products and technologies at CES 2026, including the new WEY models and advanced technologies such as Hi4, V8 engines, hydrogen fuel power, and ASL 2.0 [6][30] Product Highlights - The WEY brand's new models, including the Blue Mountain and High Mountain 9, are positioned as the core of Great Wall's technology output at CES 2026, emphasizing China's strength in automotive intelligence [8][32] - The Blue Mountain features the industry-leading VLA visual language behavior model, enabling defensive driving, blind spot risk prediction, and voice command control, even in low visibility conditions [10][34] - The High Mountain series redefines high-end travel standards with a dedicated platform for new energy MPVs, offering a high "usable area rate" of 61.1% and versatile interior configurations [10][34] Technological Innovations - Great Wall's participation in CES 2026 is not just about showcasing products but also about breaking stereotypes of Chinese automobiles in international markets through technology and ecosystem exports [14][40] - The Hi4 intelligent four-wheel drive hybrid technology and hydrogen fuel systems demonstrate the company's commitment to diverse new energy solutions [14][38] - The ASL 2.0 upgrade transforms vehicles from "smart tools" to "AI agents," enhancing the potential for various travel scenarios [14][38] Global Market Strategy - As of June 2025, Great Wall Motors has established sales channels in over 170 countries and regions, with more than 1,400 sales outlets, indicating a solid foundation in international markets [17][41] - In November 2025, the company's overseas sales reached 57,309 units, a 32.7% year-on-year increase, accounting for 43.02% of total sales for that month [17][41] - The strategy of "technology export" and "ecosystem export" is seen as more impactful than mere product export, aiming to leave a lasting impression on global consumers [14][40] Event Significance - CES 2026 is viewed as a critical milestone in Great Wall's globalization journey, allowing the company to engage directly with global users and industry partners [20][44] - The event will provide insights into the latest trends in intelligence and electrification, driving the evolution of products and technologies [20][44]

魏建军 神秘的敦煌色彩成为街头流动的风景，千年工程的智慧启迪今天的技术研发，古人的哲思融入现代企业 管理……当中华优秀传统文化与汽车产业相遇，传统文化以新的载体走进当下，汽车产业发展有了更深 厚的底蕴、更坚实的支撑。 讲好中华文化的故事、创新的故事、发展的故事，汽车是很好的媒介和载体。长城汽车致力于打造研、 产、供、销、服全面出海的"生态出海"模式。在海外，融合中国传统美学的产品受到当地消费者点赞， 绿色、可持续的生态造车理念赢得认同……这种以尊重为前提、以共赢为目标的"走出去"模式，让中华 优秀传统文化以一种更易被接受、更具感染力的方式，实现高效传播与深度融入。中华优秀传统文化传 播越来越深入人心，中国汽车品牌的认同度、美誉度不断提升，这是一个彼此交织、双向互促的过程。 "十五五"时期，中国汽车产业将迎来从汽车大国迈向汽车强国的战略机遇期。对车企来说，科技是品牌 的底气，文化是品牌的灵魂，必须两手抓、两手硬。新的奋进路上，长城汽车将一以贯之继承和弘扬中 华优秀传统文化，聚力打造带有本土特色的汽车文化，不断擦亮民族品牌，更好服务全球用户，努力为 文化交流交往交融、建设汽车强国作出更大贡献。 (作者为长城汽车股 ...

文化之力，不仅体现在"塑形"，更彰显于"铸魂"。历经千淘万漉，中华优秀传统文化不只是技艺、智慧 的宝库，更提供了价值的坐标、前进的航标。我国汽车产销总量已连续16年稳居全球第一，2025年前11 个月产销量均超3100万辆，其中中国品牌乘用车占有率达69.6%。正因为有诚信经营、义利兼顾、锐意 创新等传统文化精粹的浸润和护航，中国汽车工业从规模扩张到价值跃升的转型之路才能稳当顺畅。长 城汽车将始终秉持"造好车"的初心，坚持长期主义，传承"坚强守护"的可靠品质、葆有"联通万里"的开 放胸怀，在向新而行的路途中稳扎稳打。 讲好中华文化的故事、创新的故事、发展的故事，汽车是很好的媒介和载体。长城汽车致力于打造研、 产、供、销、服全面出海的"生态出海"模式。在海外，融合中国传统美学的产品受到当地消费者点赞， 绿色、可持续的生态造车理念赢得认同……这种以尊重为前提、以共赢为目标的"走出去"模式，让中华 优秀传统文化以一种更易被接受、更具感染力的方式，实现高效传播与深度融入。中华优秀传统文化传 播越来越深入人心，中国汽车品牌的认同度、美誉度不断提升，这是一个彼此交织、双向互促的过程。 "十五五"时期，中国汽车产业将迎来从 ...

Core Viewpoint - The Weipai brand, named after Great Wall Motors' chairman Wei Jianjun, has experienced significant growth in sales after a period of uncertainty, but frequent CEO changes raise concerns about its long-term stability [1][7][9]. Group 1: Brand Development and Market Position - Weipai was once a leading domestic brand aiming for high-end market penetration, achieving a record sales milestone of 300,000 units in a short time, but later faced stagnation and strategic confusion [1][6]. - The new Weipai Blue Mountain model, priced between 299,800 to 326,800 yuan, represents a significant product launch, being the first mass-produced vehicle equipped with the VLA large model technology [1][7]. - In November 2023, Weipai's sales growth reached 81.14% year-on-year, with cumulative sales nearing 90,000 units, marking a 93% increase compared to the previous year [7][9]. Group 2: Competitive Landscape and Strategic Challenges - The automotive industry is witnessing a shift towards high-end brands, with companies like NIO, Li Auto, and BYD focusing on technological advancements and brand narratives [6][9]. - Weipai's frequent leadership changes, with the shortest tenure being four months, indicate internal challenges and pressures within the organization [9][11]. - The brand's transition from traditional fuel vehicles to electric and hybrid models has been rocky, with a need for clearer positioning in the high-end market [11][21]. Group 3: Technological Innovations and Product Strategy - Weipai is focusing on plug-in hybrid technology while explicitly rejecting range-extended electric vehicles, aiming to differentiate itself in a competitive market [14][18]. - The introduction of the "All-Power Intelligent Super Platform" allows for compatibility with multiple powertrain types, enhancing Weipai's technological capabilities [21][23]. - The brand's reliance on the Blue Mountain and High Mountain models has led to a significant average transaction price nearing 300,000 yuan, establishing a foothold in the high-end market [7][9]. Group 4: Sales Performance and Market Dynamics - Weipai's sales have shown a notable increase since June 2023, with monthly sales consistently exceeding 10,000 units, although the Blue Mountain model's sales have declined while the High Mountain model's sales have surged [29][34]. - The competitive landscape includes other brands like Xpeng and Li Auto, which are also advancing in the high-end segment, necessitating Weipai to accelerate its technological deployment and product diversification [30][34].

Core Insights - The article emphasizes the importance of the passenger car market as a key component of China's domestic consumption strategy, highlighting its role in driving industrial value and consumer demand [1][3] - The rise of the new energy vehicle market is attributed to technological advancements and industrial upgrades, aligning with the "14th Five-Year Plan" which advocates for high-level technological self-reliance [1][3] - Great Wall Motors' Hi4 technology is recognized as a significant breakthrough in the electric transformation of global off-road vehicles, showcasing the company's strength in hybrid and intelligent off-road technology [3][4] Technological Innovation - Hi4 technology is designed to meet diverse consumer needs across various driving scenarios, including family commuting and off-road adventures, by offering a comprehensive technology family [4][6] - The development of Hi4 technology reflects a shift from a one-size-fits-all approach to a user-centered design, addressing the growing demand for both performance and fuel efficiency [6][7] - Great Wall Motors has established a robust innovation ecosystem with 122 authorized patents, enabling the rapid deployment of Hi4 technology and ensuring reliable and stable production [7][9] Market Performance - From May 2023 to the end of 2024, vehicles equipped with Hi4 technology are projected to achieve sales of 410,000 units, generating revenue of 91.3 billion yuan and tax contributions of 5.8 billion yuan [9][11] - Hi4 technology enhances user experience by providing high-performance four-wheel drive capabilities with two-wheel drive fuel efficiency, making advanced driving technology accessible to average consumers [9][11] - The technology has also gained international recognition, with exports to 19 countries and a 23.7% year-on-year sales increase in the Australian market, positioning Great Wall Motors as a leading Chinese brand [9][11] Strategic Implications - The success of Hi4 technology illustrates the transition of China's automotive industry from following to leading in innovation, emphasizing the need for deep integration of the innovation and industrial chains [11] - The article suggests that the cultivation of new productive forces requires tackling core technological challenges while remaining focused on user needs, providing valuable insights for high-quality development in Chinese manufacturing [11]

Core Viewpoint - The acceleration of a new round of technological revolution and industrial transformation emphasizes the importance and urgency of achieving high-level technological self-reliance and leading the development of new quality productivity in the Chinese automotive industry [1][3]. Group 1: Characteristics of Award-Winning Projects - The 2025 China Automotive Engineering Society Science and Technology Awards showcase three major characteristics of innovation in the automotive sector: a shift from "single-point breakthroughs" to "systematic promotion," with award-winning projects covering core technologies and key components such as hybrid power, intelligent driving, electric chassis, and electric drive assembly [1][2]. - The transition from "catching up and borrowing" to "leading and tackling challenges" is evident, as companies like Great Wall Motors fill multiple technological gaps with innovations like the Hi4 technology, which provides solutions for the electrification of global off-road vehicles [2][3]. - The focus has shifted from "technology-oriented" to "market validation," with award-winning technologies being developed based on market demand, allowing for rapid productization and commercial value realization [2][3]. Group 2: Evolution of the Automotive Industry - The evolution of China's automotive technology reflects a journey from initially exchanging market access for technology to reverse development and integrated innovation, culminating in original and leading technologies in electrification and intelligence [3][4]. - The significant progress in research, industrial policy, and market expansion highlights China's advancements in becoming a strong automotive nation, driven by a long-term commitment to innovation and national interests [3][4]. - The Chinese automotive industry is positioned to contribute to global technological evolution, offering diverse, economical, and greener travel options, showcasing the global significance of "Made in China" [3][4].

Core Viewpoint - Great Wall Motors (601633)(02333) has seen a significant increase in stock price, rising over 6% and currently trading at 16.27 HKD, with a transaction volume of 172 million HKD [1] Sales and Production Performance - In October 2025, the total vehicle sales reached approximately 143,100 units, representing a year-on-year increase of 22.5%, while production was about 140,500 units, up 22.01% year-on-year [1] - From January to October, total vehicle sales amounted to approximately 1,066,400 units, reflecting a year-on-year growth of 9.87%, and production totaled around 1,060,300 units, with a year-on-year increase of 9.7% [1] Tank Model Sales - The Tank model recorded wholesale sales of 22,000 units in October, showing a year-on-year increase of 16.6% and a month-on-month increase of 4.0% [1] - The new Tank 400 model officially started pre-sales on October 21, featuring the Hi4-Z variant optimized for urban conditions, enhancing off-road performance and improving the driving experience through smart technology, which is expected to drive brand premiumization and sales growth [1] Overseas Market Performance - In October, the company's overseas wholesale sales reached 57,000 units, marking a year-on-year increase of 28.7% and a month-on-month increase of 13.7%; from January to October, overseas wholesale sales totaled 391,000 units, up 6.2% year-on-year [1] - The Tank 500 Hi4-T has been launched in Australia, and the Hi4 technology along with the off-road grading system has received positive recognition [1] - According to Minsheng Securities, as Great Wall Motors continues to localize its operations in Australia, overseas sales are expected to steadily increase [1]

Core Viewpoint - Great Wall Motors (02333) has seen a stock price increase of over 6%, currently trading at 16.27 HKD with a transaction volume of 172 million HKD, following the announcement of significant sales and production growth for the year 2025 [1] Sales and Production Performance - For October 2025, the total vehicle sales reached approximately 143,100 units, representing a year-on-year increase of 22.5%, while production was about 140,500 units, up 22.01% year-on-year [1] - From January to October 2025, total vehicle sales amounted to approximately 1,066,400 units, reflecting a year-on-year growth of 9.87%, with production totaling around 1,060,300 units, a year-on-year increase of 9.7% [1] Brand and Product Development - The Tank series saw wholesale sales of 22,000 units in October, marking a year-on-year increase of 16.6% and a month-on-month increase of 4.0% [1] - The new Tank 400 model was officially launched for pre-sale on October 21, featuring the Hi4-Z variant optimized for urban conditions, enhancing off-road performance and driving experience through smart technology, which is expected to drive brand premiumization and sales growth [1] International Market Expansion - In October, the company's overseas wholesale sales reached 57,000 units, showing a year-on-year increase of 28.7% and a month-on-month increase of 13.7%; from January to October, overseas wholesale sales totaled 391,000 units, up 6.2% year-on-year [1] - The Tank 500 Hi4-T model has been launched in Australia, receiving positive feedback for its Hi4 technology and off-road grading system, indicating potential for steady growth in overseas sales as local operations in Australia progress [1]

Core Insights - Great Wall Motors achieved record sales in October, selling 143,078 vehicles, a year-on-year increase of 22.50% [1] - The company is focusing on smart new energy vehicles, with sales of 46,155 units in October, up 44.06% year-on-year [1] - The sales of models priced above 200,000 yuan reached 40,203 units, reflecting a growth of 32.50% [1] - Great Wall Motors accelerated its globalization efforts, with overseas sales reaching 57,158 units, a 28.68% increase [1] - The "Box" model sales also saw a rise, with 65,942 units sold, marking a 23.06% growth [1] Sales Performance - In the first ten months of 2025, Great Wall Motors sold 1,066,436 vehicles, representing a year-on-year growth of 9.87% [2] - The Haval brand sold 88,235 vehicles in October, up 21.41% [5] - The WEY brand's new energy vehicles saw a significant increase, with sales of 12,699 units, a growth of 95.79% [5] - Tank SUVs sold 22,306 units in October, reflecting a year-on-year increase of 16.64% [5] - The ORA brand sold 5,648 vehicles, a slight increase of 1.58% [5] - Great Wall's pickup trucks sold 14,088 units, up 9.31% [6] Product Development and Innovation - Great Wall Motors is enhancing its product matrix based on user demand to improve market competitiveness [4] - The company is committed to high-quality manufacturing, focusing on technology, off-road capabilities, and globalization [7] - The Hi4 technology received the Special Prize from the China Automotive Engineering Society, highlighting the company's advancements in smart new energy [8] - Great Wall Motors is actively engaging in global events, such as the GWM Tech Day in Australia, showcasing its technological strengths and product capabilities [8] Future Outlook - The company aims to continue its commitment to integrity and quality in manufacturing, focusing on user-centric products and sustainable development [9]