HuaweiIt was recently announced that it wouldSmart carsSolutions Business Unit (Carbu) and operate independently. This decision has caused a lot of attention and speculation in the market. Earlier, there was informationHuaweiWill the carbuOverall**, of which Chongqing SASAC became the largest shareholder, andChangan AutomobileIt is the only car company involved in the acquisition. However, the latest news indicatesHuaweiAnd there is no direct ** carbuInstead, it was spun off to form a new independent company and opened up to "industry strategic partners" for stakes. This program is designed for carsbuBusiness creates more room for development.
HuaweicarbuFounded in 2019, it was originally designed to buildSmart carsBosch of the times. However, the carbuIt was controversial when it launched a new brand, and was once questioned as "Cialis changing its shell". Sales have been sluggish, and it was not until the recent release of the M7 that some improvement was achieved, with monthly deliveries exceeding 10,000. Despite the gradual increase in sales, the carbuThe business is still in the red. According toHuaweiPublished financial data, carbuThe revenue in the first half of this year was only 1 billion yuan, accounting forHuawei03%。In the event of continuous losses,HuaweiStrip the carbuThe decision of the business is aimed at creating a better environment for it to grow.
HuaweiWill the carbuThe move to spin off the business and operate it independently has brought some benefits. First of all,Huaweiin the carbuThe investment is huge, costing billions of dollars every year, and there is no corresponding return. By stripping it out,HuaweiCan make the carbuThe business is more market-oriented, attracting more investors to take shares, bringing more development opportunities to it. Secondly,HuaweiThis time withChangan AutomobileThe signing of a memorandum of understanding (MOU) clearly states that it will open up its equity to other strategic partner automakers as well as automakers with strategic value, which will further expand the number of vehiclesbuThe influence of the business and the scope of cooperation to promote a win-win situation for all parties.
However,HuaweicarbuThe challenges of divestiture should not be overlooked. The first is how to identify "strategic car companies" and include them in the list of partners. This can lead to a series of conflicts of interest. Second, as more brands join and diversify their shareholdings, it will become more difficult to manage and collaborate. Finally, face the coming fromXpengCarsZhiji AutomobilewithNIOand other fierce competition from competitorsHuaweiFacing more fierce market competition. However,HuaweiThe stripping carbuThe initiative will makeNew energyThe automotive industry is becoming more competitive, and all car companies will rethink their own development direction, which is undoubtedly a positive impetus for the long-term development of the industry.
As can be seen from the above analysis,HuaweiStrip the carbuThe business is designed to allow it to develop more independently and attract more partners to take shares. Despite some challenges, this initiative will provide:HuaweicarbuBusiness brings more opportunities and room for growth. withNew energyWith the continuous development of the automotive industry, all car companies are constantly striving to improve their competitivenessHuaweiAs an important participant, it is also actively seeking its own positioning and development direction in the industry. In the future competition, there will be more cooperation and competition in the industry, and ultimately determine the direction and pattern of the industry. HuaweiStrip the carbuThe initiative to makeNew energyThe waters of the automotive industry have become murkier, bringing more possibilities and challenges to the development of the industry.
In general,HuaweiStrip the carbuBusiness is a smart strategic adjustment. This initiative will be for the carbuThe business is looking for a better space for development, and forHuaweiBuildSmart carsBosch laid the foundation of the times. Despite some challenges, butHuaweiInNew energyThe role and status of the automotive industry will gradually become clearer, and at the same time, there will be more fierce competition with other car companies. We'll have to wait and seeHuaweicarbucan the divestiture bring better development for it, and how toNew energyIt plays an important role in the automotive industry.