At the Huawei Partners and Developers Conference 2022 held on June 15, when talking about the future development of Huawei Corps, Hu, the rotating chairman of Huawei, made such a statement.
Hu, rotating chairman of Huawei
As an organizational form that Huawei began to try last year, Huawei Corps provides services for enterprises. Although none of the more than 20 legions that have been set up at present is aimed at the automobile industry alone, the concept mentioned by Hu seems to be becoming one of the principles for Huawei to continue to deepen the automobile industry.
On June 14, some media broke the news that after the cooperation between Jin Kang Seles and Huawei's intelligent car selection model, Huawei's circle of friends of car companies has been expanding, and Chery and Jianghuai will also become Huawei's partners with similar models. As soon as the news came out, Jianghuai's share price also rose sharply.
This also means that one third (Changan, Chery, BAIC, GAC and Jiang Qi) of the "Top 5 Enterprise Groups of China Brand Automobile Sales/KLOC-0" counted by China Automobile Association have developed in-depth cooperation with Huawei. In addition, ordinary parts suppliers have cooperated with BYD, FAW Hongqi, Beijing Benz, SAIC Fan Fei and Nezha.
Even if there is a declaration that we will not build cars, and even if we don't have our own factory, Huawei is becoming one of the most important "car companies" in China after rapid copying and pasting.
No. 1
[? Huawei cooperates with Chery and Jianghuai, and there are some details]
Regarding the cooperation information of Huawei, Chery and Jianghuai, SAFE immediately asked the top management of the two car companies for verification. Although neither side directly admitted it, they were noncommittal.
An industry insider close to Chery told us directly, "Chery and Huawei do have cooperation, and signed a cooperation agreement in April."
As for why both sides are unwilling to disclose at present, another industry insider said frankly, "This matter is more complicated, and it will take one year at the earliest to release the news clearly."
Chery Executive Strategy Classroom Site
On June 1 day this year, Wuhu Publicity Network, the official website of the Propaganda Department of Wuhu Municipal Committee, released such a news that "Chery Executive Strategy Class has been opened to Shenzhen Huawei". Under the leadership of Yin Tongyue, secretary of Wuhu Municipal Party Committee and chairman of Chery Holdings, 50 Chery executives participated in the survey. Yu Chengdong, managing director of Huawei's automobile business, also attended and made a speech at this training course.
In the eyes of this insider close to Chery, this activity is "a witness to the deep cooperation between the two sides in a sense".
Since entering the automobile industry, the current cooperation mode between Huawei and automobile enterprises can be divided into three forms:
First, as an ordinary component supplier, some components are sold to the OEM as Tier 1. Based on this model, Chery signed a comprehensive cooperation framework agreement with Huawei as early as the end of 2020.
The second mode is Huawei Inside mode, which provides Huawei full-stack smart car solutions to car companies. Under this model, Huawei currently has three partners-BAIC (Polar Fox), Aouita and GAC.
The third is Huawei's intelligent product selection model, that is, Huawei will deeply participate in product definition, styling design, marketing and publicity. More importantly, in terms of sales forms, these models will eventually enter the Huawei experience store in addition to the car companies' own sales channels. The partner who has landed is Cyrus.
Regarding the cooperation mode between Chery and Huawei, the above-mentioned insiders said it was "between Oita and celeste".
In the sales of new cars, they will also adopt the sales model of "1+ 1" (Chery channel+Huawei channel) like AITO. However, in terms of output, Chery's participation is higher.
Specifically, the new car will be built on Chery's E0X platform. As a high-end pure electric platform developed by Chery for a long time, at the beginning of 20021,some insiders mentioned this platform. According to relevant data, under this platform, Chery initially plans to have two models-E03 (car) and E0Y(SUV).
According to the previous rhythm, the first model of this platform is planned to be introduced to the market in 2023. This means that we may not know more details about the cooperation between the two sides until one year later.
second
[Huawei smart car, open copy and paste? ]
At the media communication meeting before the listing of the new HI version of Extreme Fox Alpha S, Yu Chengdong bluntly said, "The decision on this matter lies with General Liu Yu (chairman of BAIC New Energy), and Huawei will definitely welcome it." .
It can be seen that Yu Chengdong is willing to let more partners enter Huawei channels. In this rumor, in addition to the new HI version of Alfa S, more models may enter Huawei's channels.
Obviously, Yu Chengdong is not afraid of the doubt that "Huawei will rob the soul of car companies", and even wants to grab it from head to toe. It is said that half the technicians in Celeste's factory are from Huawei, and the production standards of products are formulated by Huawei.
After the M5 was delivered in AITO in March, the cumulative delivery volume of this car exceeded 1 10,000 vehicles within 87 days. According to Huawei, it has created the fastest record of delivering more than 1 10,000 single models of new brands. The increase of Huawei's smart car selection partners also means that the automobile circle is increasingly optimistic about Huawei's capabilities.
When the AITO brand was launched, some insiders told Automobile Industry that one of the reasons why Huawei adopted a new model and created a new brand was "hoping to attract more car companies into Huawei's automobile ecology through the success of a model".
Now it seems that this goal of Huawei is being achieved step by step. With the initial success of M5, Huawei accelerated the copy-and-paste mode.
202 1, 1 1, OITA debut 1 1. Wang Jun, Huawei's smart car solution, said in an interview with Automotive Industry and Commerce that under the Huawei Inside model, they would only choose three partners (the three mentioned above) because "too much investment" will lead to more opportunities.
However, judging from the current progress, after Yu Chengdong took charge of Huawei's automobile business, it is obvious that the previous planning has been difficult to meet today's "ambition".
However, such a strong offensive posture, I am afraid it is difficult not to be "resisted" by the head car companies.
The news about Huawei's cooperation with Chery and Jianghuai was exposed. Some senior car companies said, "The previous news came from Huawei." The implication is that Huawei is somewhat using public opinion to enhance its influence.
At the 5438+05 Huawei Partners and Developers Conference 2022 in June, Ding Yun, president of Huawei Enterprise BG, particularly emphasized that in the face of whether Huawei should set up a legion to take care of everything,
"Huawei does not have the ability to do everything" and will "insist on doing business with borders".
However, this is just what Huawei BG said. As for whether Yu Chengdong, CEO of BG, the terminal in charge of automobiles, recognizes it or not, it may be another question.