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After joining hands with Dongfeng Lantu and Mengshi, during the year, Huawei added another member to the "circle of friends" of Huawei's car bu.
On February 23, Huawei's official Weibo post announced that it and GAC Trumpchi will reach a cooperation, but the two sides have not yet announced the specific form of cooperation, and shouted "see you tomorrow".
Screenshot of Weibo.
It is reported that there are three main forms of cooperation between Huawei and car companies: one is to sell standardized auto parts products, the second is to provide full-stack intelligent car solutions in Huawei Inside (HI mode), and the third is to deeply participate in product and vehicle design and provide intelligent selection of sales network channels, that is, "HarmonyOS Zhixing".
As Huawei's most participatory cooperation model, HarmonyOS Zhixing has attracted the participation of Cialis, Chery, JAC, and BAIC Blue Valley, while the HI model currently has only one partner, Changan AVATAR. Although no official information has been announced, some industry insiders revealed that VOYANT, Mengshi, and Trumpchi may all adopt the HI model.
In November last year, Huawei and Changan Automobile signed a Memorandum of Understanding (MOU) to establish a new company focusing on the R&D, production, sales, and service of intelligent driving systems and incremental components for connected vehicles. Changan Automobile and its affiliates plan to invest in the company to acquire no more than 40% of the company's equity and work with Huawei to support the company's future development.
The two parties also agreed in the Memorandum of Understanding that the new company will gradually open up its equity to investors such as existing strategic partners, car companies, and car companies with strategic value, and become a company with diversified equity. Cialis, Chery, JAC, and BAIC have all received investment invitations.
Subsequently, on February 22, the market reported that there was uncertainty about the cooperation between Huawei Chebu and Changan. However, on the same day, Changan Automobile revealed in an interview with GF**, Shenzhen Red Chip Investment, Beijing Qinghequan Capital and other institutions that the above cooperation matters are progressing smoothly as planned.
From the perspective of market performance, in the past January, a total of 32,973 Wenjie series models jointly launched by Huawei and Sailis were delivered, becoming the monthly sales champion of a new power brand in the Chinese market for the first time. Among them, 31,253 units of the new M7 were delivered, and the cumulative number of units has exceeded 140,000 units since its launch in September 2023. During the month, AVATR delivered 7,059 vehicles, an increase year-on-year.