A few days ago, JAC announced the "Environmental Impact Report on the Construction Project of JAC with an Annual Output of 200,000 Medium and High-end Intelligent Pure Electric Passenger Vehicles". According to the report, JAC's annual output of 200,000 mid-to-high-end intelligent pure electric passenger vehicles construction project is environmentally feasable. In this report, the total investment of specific cooperation projects between Huawei and JAC is as high as nearly 4 billion yuan, of which nearly 2.3 billion yuan is invested in new fixed assets, and 16 percent of working capital is laid8.3 billion yuan, all the funds are raised by the enterprise itself.
Among them,DE pure electric platformThe products cover B-class sedans, C-class cars, A+-class SUVs and B-class models, among which B-class sedans and A+ class SUVs are aimed at first-time users; C-class sedans and B-class SUVs are aimed at upgrading users, mainly for product advancement. X6 pure electric platformCurrently, the covered model level is medium and large MPV models. The model is expected to be as long as 52 meters, wheelbase up to 32 meters.
On December 1, 2023, Huawei and JAC signed a cooperation agreement on intelligent new energy vehicles, and since then, the share price of JAC has experienced several sharp rises, and according to the agreement, the two sides will be based on Huawei's intelligent car solutions, and will cooperate comprehensively in product development, manufacturing, sales, service and other fields based on Huawei's intelligent car solutions, and strive to build luxury intelligent networked electric vehicles. It is within the framework of this cooperation.
However, can the Huawei model still accommodate the next JAC?
The reluctance of car companies to lose their "soul" is the reason why the Huawei model has been unfavorable, and the car companies that are willing to let Huawei as the "soul" are mostly automakers that are "lacking" in electric and intelligent. However, in addition to the supply of accessories, whether Huawei's sales system and brand markup can accommodate more partners in the follow-up development is a question mark.
In the previous process of promoting Huawei's model, the problems of sales, channels and after-sales have been highlighted, and there are complex struggles between Huawei and dealers, between Huawei and car companies, and between car companies and car companies.
First of all, there are many conflicts between Huawei and distributors. Huawei, which is a communications and electronics company, has the defect of not being professional enough in car sales, and at the same time, it is too strong on dealers and it is difficult to listen to the voices of dealers, and there is a struggle between the two. For example, there are two types of terminals, Huawei experience center and user center, which belong to different forces, and the experience center is positioned as a drainage, and there are many stores with large traffic but no show cars, only providing ordering services, and its personnel are from Huawei, lacking automotive background; The user center sells cars and provides follow-up services, and is closely connected with car companies, which is equivalent to 4S stores (dealers), and the personnel have more experience in car sales, but the number of stores is small, and the traffic is not as good as the experience center. In the original design, the user enters the user center after paying in the experience center, and then the user center is responsible for the business of licensing insurance and other aspects, and when the experience center finds the huge profits of these businesses, there is a phenomenon of grabbing business to provide consumer loans for profit, and at the same time, the user center also persuades users to unsubscribe from the experience center and grab orders.
The contradictions between Huawei and car companies are also acute, and there is a lack of trust in each other. In terms of R&D, the electronic and electrical architecture, chassis, and car shell are all led by the automaker, while the car machine, operating system, intelligent cockpit, and intelligent driving are all led by Huawei.
The relationship between car companies and car companies is a big problem, in the past, everyone was a competitor on the surface, but now it is just a common partner of Huawei, but "a friend of a friend is not necessarily my friend", in many ways there are still taboos between car companies. Huawei experience center does not have a space for car displays, how to allocate limited resources after the increase in models, how to level a few bowls of water, whether there will be overlap between the models and belts of cars produced by different car companies under Huawei mode in the future, what channels new cars are sold through, and how to integrate the original channels of different OEMs, each question is a big headache.
Write on the backUnder Huawei's model, OEMs that lag behind in the intelligent track have been pressed the accelerator button, but Huawei itself only has traffic and no channels, and it is difficult to independently support the smooth sales of follow-up models. Huawei is very strong, but car companies also have many of their own considerations, and many compromises are needed for future cooperation.