U.S.-China tariffs welcome new news.
Late at night on December 26, Beijing time, the Office of the U.S. ** Representative announced that it would further extend the Section 301 tariff exemption period for 352 Chinese imports that have resumed tariff exemption and 77 Chinese imports related to the new crown epidemic prevention from December 31 this year to May 31, 2024.
Huawei successfully swiped the screen today!On December 26, Huawei's most expensive model, the M9, was launched, with a price of 46Starting from 980,000 yuan, the longest range is more than 1,400 kilometers. Huawei's Yu Chengdong said, "Wenjie M9 is the best SUV within 10 million yuan." He also said that the number of bookings for the M9 has exceeded 54,000 units. In addition, the poster released by Huawei on the evening of the 26th shows that the 2-hour big order (generally refers to the reservation and non-refundable deposit) of the M9 exceeded 10,000 units.
Let's see the detailed report!
Announced by the Office of the Representative of the United States**.
On December 26, local time, the Office of the Representative of the United States** announced that it would further extend the Section 301 tariff exemption period for 352 Chinese imports that have resumed tariff exemption and 77 Chinese imports related to new crown epidemic prevention, from December 31 this year to May 31, 2024.
Previously, on September 6, the Office of the United States** Representative also announced that it would further extend the Section 301 tariff exemption period for 352 Chinese imports that have resumed exemption and 77 Chinese imports related to the new crown epidemic prevention, from September 30 to December 31 this year. On September 7, Mao Ning, a spokesperson for China, said on the extension of the tariff exemption period that as a principle, we have always opposed tariff wars and believe that there are no winners in tariff wars. The unilateral imposition of tariffs by the United States on China violates WTO rules and is not good for China, the United States, or the world.
According to previous reports, during the Trump administration, he invoked "Section 301" (commonly known as Section 301 of the 1974 ** Act) to impose tariffs on Chinese imports. During the Trump** era, there were more than 2,200 goods exempt from tariffs, of which 549 products had been extended for one year, but all of them expired at the end of 2020. In October 2021, the U.S.** Representative Office announced its intention to re-exempt 549 Chinese imports from tariffs and solicited public comment. After a lapse of nearly half a year, the Office of the U.S. ** Representative issued a statement on March 23 confirming 352 of the 549 Chinese imports that had previously been proposed to be re-exempted from tariffs. This tariff exemption period has been extended several times to this day.
In March 2022, Shu Jueting, spokesperson of the Ministry of Commerce, said at a press conference that China noted that on March 23, the Office of the U.S. Representative** announced that it would resume the exemption of 352 additional tariffs on imports from China, which would contribute to the normal operation of related products**. China has always maintained that the unilateral tariff measures imposed by the United States are not good for China, the United States and the world. Under the current situation of rising inflation and challenges to the global economic recovery, we hope that the US side will proceed from the fundamental interests of Chinese and American consumers and producers, cancel all additional tariffs on China as soon as possible, and bring bilateral economic and trade relations back to normal at an early date.
The M9 sold out.
On December 26, Yu Chengdong, Executive Director of Huawei, CEO of Device BG, and Chairman of Intelligent Vehicle Solution BU, officially released the M9 at the Wenjie M9 and Huawei's winter all-scenario press conference, with a price of 46From 980,000 yuan. Yu Chengdong said, "Wenjie M9 is the best SUV in 10 million yuan."
The M9 is available in four variants, both extended range and pure electric, with a price range of 46980,000 56980,000 yuan, is Huawei's most expensive model at present. Among them, the extended range MAX version 46980,000 yuan, pure electric MAX version 50980,000 yuan, extended-range ultra version 52980,000 yuan, pure electric ultra version 56980,000 yuan.
Yu Chengdong said that the reservation of M9 has reached 540,000 units, the first batch of new vehicles will be delivered on January 26, 2024, and mass deliveries will begin on February 26, 2024. In addition, the poster released by Huawei on the evening of the 26th shows that the 2-hour big set (generally refers to the reservation and non-refundable deposit) of the M9 exceeded 10,000 units.
With the launch of the new car, the Wenjie brand has three models: M5, M7 and M9. In addition to the Zhijie S7 that cooperated with Chery not long ago, Huawei Hongmeng Zhixing currently has two major brands, Wenjie and Zhijie, with a total of four models on sale. In the future, Huawei will also cooperate with BAIC and JAC to create new brands and models.
Huawei not only provides key technologies such as intelligence, is deeply involved in the definition and development of products, but also opens its own terminal channels to help sell cars. Previously, Huawei upgraded the smart car mode to Hongmeng Zhixing.
Sailis is the first partner of Huawei Hongmeng Zhixing, and released its first smart car product in April 2021. In 2022, the sales volume of the Wenjie brand series products created by the two parties will reach 750,000 units, once becoming the fastest growing new energy brand in China. But in the first half of this year, Wenjie suffered a Waterloo, and monthly sales once fell to more than 3,000 vehicles. Until three months ago, the launch of the new M7 was a success beyond expectations, with orders exceeding 100,000 units in just over two months. In order to deliver the model in a timely manner, more than 3,000 workers were put into two shifts of production at the Sailis plant, and the delivery of a single model exceeded 10,000 for two consecutive months in October and November. Officially, deliveries will be completed in December 230,000 units, and more than 30,000 units will be delivered per month next year.
He Liyang, president of Cialis Automobile, said at the press conference on December 26 that the factory in Chongqing is stepping up to increase production, and has started the production mode of two shifts a day, he revealed, up to now, the new M7 has exceeded 120,000 units, of which more than 60% of users choose the intelligent driving version, and the monthly delivery capacity will reach 30,000 units starting in January next year.
According to Blue Whale Financial News, it was learned from industry insiders close to Huawei that AITO Wenjie will launch a new M5 in the first half of next year, and a new model M8 positioned between M7 and M9 will also be launched in the second half of next year.
A-share "Huawei" wants to be hi again?
In the secondary market, since the beginning of this year, Huawei's automotive concept stocks have been repeatedly active, although it has recently followed the ** adjustment, but the wind Huawei auto index still rose by more than 11% during the year, significantly outperforming the ** index. **In terms of Shenglong shares, Shenglong shares rose by more than 440% during the year, Liande Equipment and Cialis rose by more than 100%, and Changan Automobile and Tenglong shares rose by more than 40%.
Recently, Huawei Technologies applied for the registration of the trademarks "Zunjie" and "Qingjie", which are internationally classified as means of transportation and scientific instruments, and the current trademark status is pending substantive examination. Previously, Huawei has applied for a series of trademarks related to "Jie", including "Wenjie", "Zhijie", "Yongjie", "Huijie", "Zhujie", "Aojie", "Zhijie", and "Yijie". Not surprisingly, these "boundary" trademarks are most likely prepared for the Hongmeng Zhixing Ecological Alliance. The above news once triggered a rise in Huawei's automotive concept stocks.
China Merchants ** recently pointed out that Huawei has vigorously deployed its automotive business, and the three models have enabled car companies to build and sell good cars from shallow to deep, and the expansion of the automotive business has accelerated since 2023. In the context of the rapid development of the intelligent automotive industry, Huawei is expected to rise with its advantages in core technology, ecosystem, brand, and channels.
Huaxin also said that the M9 is leading in terms of safety, handling, intelligence, etc., and is expected to become a new generation of popular models, driving the resilience of the first chain enterprises, and it is recommended to focus on the investment opportunities of the first chain. Huatai also said that it is optimistic about Huawei's automotive industry chain.
Guosheng** recently pointed out that the M9 is expected to become another hit of Huawei's smart selection system, which continues to verify that Huawei's smart selection empowers car companies to bring high growth. We continue to be optimistic about Huawei's smart car industry chain, which is a subdivision of Huawei's chain with a clear competitive pattern and excellent medium-term logic. Considering Huawei's industry-leading effect in autonomous driving, intelligent cockpit, and intelligent safety, Huawei's cooperation ecosystem is expected to improve its product strength in the environment of intensified competition among OEMs, and companies related to the industry chain are expected to rely on their ecological advantages to benefit from the development of domestic smart vehicles and form a first-mover card position. At the same time, it is necessary to pay attention to the industrial transformation brought by technology leaders, and the implementation of autonomous driving is expected to accelerate and form an overall opportunity for the industry.
Editor-in-charge: Tactical Heng.
Proofreading: Wang Wei.
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