Reporter Yang Rangchen and Quartz Jing report from Shanghai.
Huawei's circle of friends of car companies is expanding at an accelerated pace.
A few days ago, Yu Chengdong, Executive Director of Huawei, CEO of Device BG, and Chairman of Intelligent Vehicle Solution BU, officially announced on Weibo that the M9 will be officially released on December 26. The reporter of "China Business Daily" noticed that Huawei has made frequent moves in the automotive field recently, and has cooperated with a number of car companies.
At the beginning of December, Anhui Jianghuai Automobile Co., Ltd. (hereinafter referred to as "Jianghuai Automobile", 600418SH) announced that it has signed the "Intelligent New Energy Vehicle Cooperation Agreement" (hereinafter referred to as the "Agreement") with Huawei terminals in Hefei
According to the report "Huawei Automobile: Smart Car Breaker, Ecological Capability Integrator" previously released by China Merchants **, the smart model code name of JAC Motors and Huawei is X6, which is a sedan model, and the benchmark model is Mercedes-Mai**, and the new car is expected to be launched in the fourth quarter of 2024.
In this regard, the reporter called the ** department of JAC Automobile as an investor, and the relevant person told the reporter that the announcement had been issued before, and the specific announcement could be viewed before, and no positive response was made.
The reporter noted that in the "agreement", JAC did mention that it would work with Huawei to build luxury intelligent networked electric vehicles, but did not disclose more information. JAC said that it will continue to upgrade and iterate through cooperative models to meet users' higher needs and expectations for intelligent networked vehicles, and ultimately win the favor and love of users.
In view of Huawei's successful experience in creating high-end products in the user field, JAC Motors and Huawei will join forces to complement each other's advantages, and the two parties will provide Huawei with intelligent vehicle solutions and cooperate in product development, manufacturing, sales, service and other fields. JAC said.
A strong combination
JAC Motors has cooperated with Huawei in depth through the signing of the Agreement.
The reporter noted that the responsibilities and division of labor between JAC and Huawei were clarified in the agreement. "In order to ensure that the cooperative models are listed on time according to the agreed plan, the two parties unanimously agree to carry out the division of labor and cooperation, and at the same time, the two parties promise to fully guarantee the resource investment at all stages of the cooperation project under this agreement in accordance with the agreed responsibilities and division of labor, including but not limited to human resources, production line resources, first-chain resources and funds. ”
In fact, JAC is not the first car company to announce cooperation with Huawei recently, after Changan Automobile also announced that it plans to invest in a company established by Huawei to engage in the research and development, design, production, sales and service of automotive intelligent systems and component solutions. In addition, domestic car companies, including Ceris and Chery Automobile, have already carried out automobile-related cooperation with Huawei and have launched a number of models.
According to Bai Wenxi, chief economist of IPG China, many car companies, including JAC and Chery Automobile, choose to cooperate with Huawei because Huawei has strong intelligent vehicle solution technology, which can provide high-quality, efficient and specific intelligent vehicle solutions for various car companies, help them quickly launch high-quality new energy vehicle products, and seize market opportunities.
Jiang Han, a senior researcher at Pangu Think Tank, also said that Huawei also has rich experience and technology accumulation in the field of new energy vehicles, which can help auto companies accelerate the development of new energy vehicles and adapt to changes in market demand.
At the same time, Huawei has a wide range of market channels and customer resources around the world, which can help auto companies expand into the international market and increase brand awareness and sales. Jiang Han further said.
Specifically, the agreement signed between JAC and Huawei clarifies the responsibilities and division of labor in product development, manufacturing, sales, and service. In terms of product development, JAC will be responsible for the product development of the cooperative models, and the specific division of labor will be subject to the relevant agreements signed between Huawei and its affiliates and JAC.
In terms of manufacturing, JAC is responsible for building an advanced production base, giving full play to JAC's advantages in the field of advanced manufacturing, relying on the Industrial Internet of Things and mature manufacturing management experience to provide users with all-round solutions for intelligent manufacturing, and leveraging Huawei's advantages in related fields to build advanced manufacturing capabilities to achieve efficient delivery of cooperative models.
In terms of sales, JAC said that in view of Huawei's global sales network and strong brand marketing and user operation capabilities, JAC Motors agrees that Huawei or its designated third party will exclusively provide sales services for cooperative models worldwide, including but not limited to marketing, sales, users and ecological operations. "The export business for the cooperative models can be implemented after the two parties have reached an agreement. ”
At the same time, JAC Motors said that in terms of services, Huawei and JAC Motors will jointly build a "user-centric" service system around the cooperative models.
In addition to the above four aspects, JAC also said that the senior management will establish a regular mutual visit mechanism with Huawei, and regularly carry out exchanges on market information, industry trends, technological innovation, marketing experience and other aspects.
In addition, the Agreement also clarifies the relevant contents of intellectual property rights and liability for breach of contract. JAC also said that the signing of the agreement will not affect the company's operating performance and financial position in 2023.
A new choice for transformation
At this time, choosing to "hold hands" with Huawei has some considerations from JAC.
A few days ago, JAC announced that NIO became the transferee of one package of assets and three packages of assets listed for transfer by JAC in October this year, with a total transaction of 315.8 billion yuan, plus NIO has obtained independent car manufacturing qualifications. This has led to the outside world believing that the transfer of assets may be an action taken by JAC to seek new cooperation. It is worth noting that more than a month after the announcement of the listing and transfer in October, JAC Motors officially announced its cooperation with Huawei.
In the eyes of industry insiders, JAC Motors may want to use Huawei's advantages in the field of new technologies to enhance market competitiveness.
Jiang Han told reporters that Huawei has strong technical advantages and R&D capabilities in the field of 5G technology, which can provide more intelligent and efficient technical support for automobile companies and help them improve their market competitiveness.
In this regard, Bai Wenxi told reporters that Huawei has a strong intelligent vehicle solution technology, which can provide high-quality, efficient and specific intelligent vehicle solutions for various car companies, help car companies quickly launch high-quality new energy vehicle products, and seize market opportunities. "Huawei's technology accumulation in the fields of communications and artificial intelligence, as well as its advantages in the smart device market, also enable the cooperation between OEMs and Huawei to bring more business opportunities and value. ”
The reporter noticed that at present, Huawei has shown its strength in relevant models, and the Zhijie S7 jointly built by Huawei and Chery Automobile is equipped with a variety of Huawei's black technologies. Yu Chengdong previously said that Zhijie S7 is the first pure electric car of Hongmeng Zhixing, which is deeply empowered by Huawei in product definition, ID design, user experience and other fields.
Get into the fast lane
With the further development of intelligent driving, perhaps more car companies will join Huawei's "circle of friends".
The reporter noted that in terms of intelligent driving, Huawei has made a lot of efforts. At the same time as the first Huawei HarmonyOS 4, the Zhijie S7 is also equipped with Huawei ADS 20 high-level intelligent driving system, with the help of GOD general obstacle detection network and RCR road topology reasoning network, accurately identify vehicles, pedestrians, traffic facilities and signs, piles, etc., to achieve high-level intelligent driving that does not rely on high-precision maps in the country.
At the same time, the in-vehicle intelligent assistant of Zhijie S7 also has the blessing of Huawei's Pangu large model, which can actively learn Xi, actively perceive, actively provide services according to user Xi habits and travel scenarios, help users plan their trips, and accurately answer users' questions about vehicle use.
In addition, Zhijie S7 also has new functions such as intelligent driving such as parking, the vehicle can independently find a parking space and park in, if the parking space is occupied, you can also roam to find a parking space, solve the pain point of parking and finding a place, time-consuming, at present, this function has supported more than 160 parking scenarios.
With the Ministry of Industry and Information Technology and other four ministries and commissions jointly issued the "Notice on Carrying out the Pilot Work of Intelligent Networked Vehicle Access and Road Traffic", the commercial operation of China's intelligent networked vehicles has taken a key step in the development of the industry.
According to the analysis of the relevant research report of China Galaxy, the weight of intelligent driving function in consumers' car purchase decisions is increasing, and in addition to the traditional "** war" in the market, intelligence will become another core element of market competition.
In addition to the continuous expansion of the market, intelligence will become the core influencing factor for the reshaping of the high-end market competition pattern, and the leading enterprises in intelligent technology are expected to take the lead in the fierce market competition. China Galaxy ** said.
In the face of this trend, Huawei's "circle of friends" may be further expanded. According to the analysis of the relevant research report of China Securities Construction Investment, other smart car companies and FAW and Dongfeng are expected to join in the future, and Huawei's intelligent driving ability is leading, and it can quickly promote the intelligent level of China's automobiles by empowering vehicle companies.
Huaxin** related research reports also believe that Huawei may continue to work with more car companies to create a new model of intelligent cooperation on the platform in the field of smart cars, and accelerate the pace of intelligent self-branding.
Editor: Quartz Jing Proofreader: Yan Jingning).