[car home Information] Just yesterday (November 26th), Changan Automobile announced that it had signed the Memorandum of Investment Cooperation with Huawei. According to the announcement, Huawei plans to set up a company engaged in the research, development, design, production, sales and service of automotive intelligent systems and components solutions, and its business scope includes automotive intelligent driving solutions, automotive intelligent cockpit, intelligent automotive digital platform, intelligent Che Yun, AR-HUD and intelligent car lights. In this transaction, Changan Automobile and its related parties intend to contribute to acquire the equity of the target company, with the proportion not exceeding 40%.
In this way, this paper will explore:
1. What does Huawei’s new company mainly do?
2. Who is Huawei’s latest black technology?
3. How does the industry react?
4. Is HarmonyOS Zhixing’s "Jiepai" brother Huawei’s own son?
◆ What is the positioning of the new company established by Huawei?
First of all, it is clear that,Huawei still doesn’t make cars.And stressed that in principle, Huawei does not engage in businesses that compete with the business scope of the new company. The establishment of a new company is also a technical support to provide more solutions for car companies and an important part of the automobile supply chain.
This cooperation with Chang ‘an is the evolution of Huawei’s platform strategy in the field of smart cars. At the same time, it will continue to work together with more car companies on this open platform and constantly explore new models of openness and win-win. Yu Chengdong, chairman of BU, Huawei’s smart car solution, once said, "We have always believed that China needs to build an electrified intelligent open platform with the participation of the automobile industry, an open platform with a" locomotive "."
Therefore, we can understand that this time, Huawei will become the "locomotive" of the electric and intelligent open platform of China automobile industry. Huawei doesn’t build cars, but it will become the "locomotive" of the car circle, taking the car companies forward together.
Time line |
time |
event |
August |
Network transmission Huawei promoted the independence of car BU, and made close contact with Chongqing SASAC, followed by Huawei rumors. |
November 23 rd |
Once again, Huawei BU will be independent. Changan is the only car company involved in the acquisition. Both parties said that they did not know, and Changan’s share price once went up. |
November 26th at 16: 47. |
Changan Automobile officially announced the signing of a memorandum of investment cooperation with Huawei. |
November 26th at 22: 30. |
Cyrus wrote in the middle of the night that it was not affected. |
On the morning of November 27th. |
The stock market was in turmoil, Changan Automobile opened at a daily limit, while Cyrus and BYD fell. |
On the afternoon of November 27th. |
Huawei officially interprets "HarmonyOS Zhixing", and Yu Chengdong Weibo supports Cyrus. |
From the business sector, Hi mode and parts mode will be separated from Huawei, that is, BU will be independent before. At the same time, the company will gradually open its equity to investors such as existing strategic partners and strategic car companies, and become a company with diversified equity, constantly explore new modes of openness and win-win, and jointly seize the opportunity of electrification and intelligent transformation of the automobile industry.
This operation, to the point, is to make car companies truly believe that "Huawei does not build cars". Now, it is not sincere to strip off the car business and put the "cake" on the table for car companies to share.
Therefore, Huawei divested its smart car solution business, Changan led the investment in a new company, and other customers of this business will also participate in it. Car companies that are worried about losing their souls can become one of the owners of their souls by taking shares. In other words, this brand-new smart car solution company is more like China brand joining hands with Huawei to build a "locomotive" or "technical base" in the era of smart cars. The new company is positioned as a public platform based in China, facing the world and serving the industry, operating independently based on the principle of marketization, and will provide intelligent solutions for global brands.
◆ Who will spend the "first launch" technology of the new company?
Today, Deng Chenghao, CEO of Deep Blue Auto, posted on the domestic social platform that two new products will be launched in 2024, while the global sales target of Deep Blue Auto is 450,000. It is worth mentioning that we learned from relevant people that these two brand-new products will be the first products to be produced by Changan Automobile and Huawei, and a new company will be established.
It is worth mentioning that in addition to Yu Chengdong, managing director of Huawei and chairman of BU, chairman and party secretary of Changan Automobile, Wang Jun, president of Changan Automobile, and others, there is also Deng Chenghao, CEO of Deep Blue Automobile (second from right), who took a group photo at the scene when Changan Automobile and Huawei signed the Memorandum of Investment Cooperation. It seems that the "first launch" technology of the new company will be spent on the Deep Blue brand.
Previously, Deep Blue Auto announced the delivery volume in October, with a total delivery of 15,513 units. At the same time, on November 6th, (|)i and Deep Blue S7i were listed, in which the price range of Deep Blue SL03i was 178.9-206.9 thousand yuan, and the price range of Deep Blue S7i was 184.9-217.9 thousand yuan. Different from the current Deep Blue SL03 and S7, the two new cars will be equipped with high-order intelligent driving assistance systems, which will be mainly reflected in the driving assistance system. Highlights include high-speed pilot-assisted driving and memory parking functions.
At the just-concluded Guangzhou Auto Show in 2023, the Deep Blue Super Extended Range Technology was released, and Deep Blue Automobile implemented a lifetime warranty for the first owner of the Deep Blue Super Extended Range Power System including the Force Super Collector Drive, the Force Intelligent Extended Range and the Golden Bell Cover Battery. Among them, the Force super-collector drive is the power source of super extended range, which deeply integrates multiple high-voltage systems of the whole vehicle, and is equipped with technologies such as adaptive efficiency optimization of working conditions and real-time dynamic prediction of temperature field. The highest efficiency of the system is over 95% and the highest power is over 190kW. Intelligent range extension of the Force is an energy supply station with super range extension. It is equipped with a special engine and generator for range extension. By using Atkinson cycle with high compression ratio, 1L of oil can generate about 3.3 kWh of electricity.
At the same time, the golden bell jar battery is based on iBC digital battery manager, and it realizes 24-hour all-round battery monitoring through 2 types of digital pre-control management technology groups and 7 types of digital temperature control management technology groups. Among them, the battery pack adopts IP3X anti-short circuit design, and the protection level is five times higher than the national standard. The unique battery sentry mode can detect the state of the battery in real time through U/T inspection, which can ensure the safety of the battery regardless of the driving, charging and standing state of the whole vehicle. Multi-dimensional system safety design based on intrinsic safety, passive safety and active safety realized that the battery did not catch fire and effectively avoided thermal runaway.
It can be seen that in terms of intelligent driving or new technology research and development, Deep Blue Automobile has been trying and deeply cultivating. On the two new cars to be launched next year, if it is equipped with the new technology of the new company’s "first launch", Deep Blue can be said to be "like a tiger". While enriching the product matrix, it can also enhance the attention of brands and models and the core competitiveness, which is expected to greatly improve the sales performance. Of course, whether it can be spent in deep blue remains to be observed. After all, there are still people in the world, the intellectual world, Aouita andIntelligent car selectionThe other two "boundary" brands that cooperate with BAIC and JAC are waiting for opportunities.
◆ BYD: No, did I offend you?
When this incident came out, the industry was shocked.
First of all, Sailis was forced to work overtime on the evening of November 26th to make a statement, saying that Sailis is currently the vehicle partner with the deepest cooperation, the widest scope and the largest loading capacity of Huawei Car BU. At present, the company has received an invitation to jointly invest in the target company and jointly participate in the construction of an electrified and intelligent open platform, and the company is actively demonstrating the related matters of participating in investment and cooperation. On November 27th, the intraday decline of Cyrus once expanded to over 6%, and the trading volume was significantly enlarged.
However, in the afternoon, Cyrus’ share price rebounded. At the close, the price per share was 76.09 yuan, up 0.11%. Yu Chengdong card will be issued at 3: 00, and Weibo Grand Quarrel is the earliest and deepest cooperation partner of car companies in HarmonyOS Zhixing model. Perhaps you can guess how the share price of Cyril will change tomorrow morning.
"Changan Automobile A-share Market"
On the contrary, on November 27th, Changan Automobile’s share price hit a new high in more than a year in opening limit, and its latest market value reached 194.02 billion.
BYD was the next to be shot. Since the price cut last week, BYD’s share price began to fall. When Huawei’s affair came out, it was generally believed that BYD only won the first half of electrification, and the second half of intelligentization was easy to lose in the face of Huawei’s encirclement and suppression, so the market was in decline. Of course, the above words do not constitute investment advice. A shares belong to North Myanmar swindlers, and they will all be cut, so most people can’t afford to play.
On the evening of 27th, Jianghuai, who cooperated with Huawei in intelligent car selection, issued a document saying that the adjustment of Huawei’s platform strategy in the car field this time will not affect the follow-up cooperation between the two parties. The company is highly concerned about Huawei’s plans to set up an independent company for automotive intelligent systems and component solutions, and actively discusses matters related to participation in investment and cooperation with Huawei.
At the same time, we also consulted people in the industry on this. Some practitioners in the supply chain expressed their optimism about Huawei’s model, saying that "this is the United Electronics in the intelligent era". United Electronics is a joint venture company established by Bosch in China, and now its business has spread all over major car companies.
Some people also ridiculed that after Che BU became independent, it might be able to land in science and technology innovation board and create a myth of a capital market. After all, "Huawei stock" is as lethal as Maotai.
However, no matter how Celeste, Changan and BYD are affected, or how people in the industry look at this matter, the future of the independent car BU is still in Huawei’s hands. It is useless to guess more. Let’s see how Huawei will operate in the future.
◆ Who is Huawei’s own son?
Huawei has been involved with a series of car companies, such as Extreme Fox, Chery, Xiaokang, Chang ‘an and Jianghuai. Two days ago, a "HarmonyOS Zhixing" appeared. It is estimated that everyone will be dizzy by Huawei’s own sons and godsons. Therefore, the following simple entry mode of Huawei under popular science will help you understand the background of car BU independence.
First of all, we make it clear that at least at this stage, Huawei firmly "does not build cars", but also wants to be involved in the automobile industry. In May, 2019, Huawei Car BU was formally established, under the management committee of Huawei ICT, with Wang Jun as the president.There are three income-generating modes: one is to provide incremental components (such as HUD) and solutions; The second is Huawei HI(Huawei Inside) mode, which provides a full-stack smart car solution (known as depriving car companies of their souls); The third is the smart car selection mode.
Within Huawei, Xu Zhijun, the rotating chairman, and Wang Jun, the president of BU Department, are the supporters of the first two roads. The representative models of HI mode are the Arctic Fox Alpha S cooperated with BAIC and the Aouita 11 of Changan Department. On these bodies, you can see the red HI logo.
"HI mark on the car body"
On the smart car selection mode, Yu Chengdong, who is "far ahead" once again, carries the banner. This model is not satisfied with being a supplier, but wants to go deep into all aspects of automobile research and development, such as product definition and vehicle design, and can also use Huawei’s marketing and channels, so you can see cars in Huawei conferences and offline experience stores. The representative models of Zhixuan car are the brothers in the world, as well as the newly joined Zhijie and the upcoming Jianghuai.
After several rounds of internal adjustment, we don’t delve into the details and games.Only one result is certain, that is, Yu Chengdong wins.Until the end of 2020, the car BU has undergone two major adjustments. Huawei first transferred Chebu from ICT Management Committee to Consumer Business Management Committee, then appointed Yu Chengdong as CEO of Chebu, and changed Wang Jun’s title to COO of Chebu.
It should be emphasized that the M5 is the masterpiece of Yu Chengdong after he took charge of Car BU. The brand was released at the end of 2021, and the volume of such a sound during the two years was really powerful. At the same time, the HI model led by Wang Jun is also being implemented.
In August 2022, Ren Zhengfei wrote in the famous document "Let the Cold Pass to Everyone" (the original title is "From Pursuing Scale to Pursuing Profit and Cash Flow").Criticizing Che BU by name, "We can’t spread a complete front, we should reduce the research budget, strengthen the business closed loop, take the road of modularization in research and development, focus on several key components to make competitiveness, and the rest can be connected with others."Yu Chengdong and Wang Jun both said in interviews that Che BU really doesn’t make money.
I don’t know if the chill passed to everyone, but it should have passed to Che BU. Car BU focuses on "receiving and putting it in place". At the end of 2022, some Huawei stores began to "end the water", regardless of HI or smart car selection, and moved Aouita, Extreme Fox, Wen Jie and others who were close to Huawei to the store; In February, 2023, Wang Jun, the car BU COO, was suspended, and all the media reported the matter with the title of "Yu Chengdong’s sole owner of BU". In August, Che BU reduced the investment in non-core business such as high-precision maps (the practice of light maps and heavy perception was also in line with the trend at that time), and reduced internal horse racing projects, striving to reduce costs and increase efficiency.
The independent operation of Car BU is not a sudden attack. There have been rumors that Huawei wants to promote its independent operation. At this point, Huawei pointed out the direction for the car BU and did it.An electric intelligent open platform with the participation of the automobile industry.
◆ What is the impact on HarmonyOS Zhixing?
In a word, HarmonyOS Zhixing business will not be affected, but will further accelerate its development.
First of all, it needs to be clear about the relationship between "HarmonyOS Zhixing" and "Intelligent Car Selection".HarmonyOS Zhixing is an enhanced version of the intelligent car selection model.At the Guangzhou Auto Show, the booth of HarmonyOS Zhixing included the brothers in the world of inquiry and the brothers in the world of intelligence. The employee of an experience store in the author’s circle of friends changed the positioning to "HarmonyOS Zhixing Super Experience Center".
Perhaps Huawei also knows that everyone has this doubt, so the official released an article "HarmonyOS Zhixing: Huawei has the closest cooperation, and it is more worry-free to buy a car", which is a final conclusion for HarmonyOS. In official terms,HarmonyOS Zhixing is the most comprehensive, closest and deepest mode of cooperation with Huawei at present. It will not only empower Huawei with the most advanced smart car technology, but also bless Huawei’s consumer business in product definition, quality control, channel sales and brand marketing, and will continue to develop by leaps and bounds.. On the premise of car BU independence, several manufacturers of intelligent car selection mode are important customers of independent companies.
The essence of HarmonyOS Zhixing is Huawei’s terminal business, and the technologies and components used are demanded by Huawei’s terminal, and the car enterprises with intelligent car selection business purchase them from Car BU. After the establishment of a new company, only the main body of suppliers has changed, and the technology is still those technologies. Of course, some people will be confused about whether the priority of that technology will shift. From the previous technical assembly point of view, AR-HUD is the first to be mounted on the Feifan brand, and the latest high-voltage platform is equipped on the Zhijie S7 model, etc.Therefore, we see that the so-called technical priority is only the sequence of vehicle planning iterations.
◆ Write at the end
On the whole, Huawei’s strategic equity cooperation with Changan is to enable various car companies to see two points. The first is to continue to emphasize that Huawei does not build cars. Secondly, other manufacturers may surpass Huawei in some core components, but only Huawei can provide first-class full-stack solutions at present. This is what Yu Chengdong put forward: "China needs an electric intelligent open platform with the participation of the automobile industry, an open platform with a" locomotive "."
Huawei’s establishment of a new company and the introduction of more car companies and strategic investors are very suitable for the further exhibition of car BU. It can not only accelerate the development of Huawei’s blood transfusion and car BU business, but also help Huawei to expand its influence in the automobile industry and deepen its bundled cooperation with car companies.
We always say that the first half of the development of new energy vehicles is electrified, and the second half is intelligent and networked. The launch of Huawei’s new company can be said to be a "reshuffle" of the automobile market. Those traditional automobile companies with smart bases will be able to enter the intelligent automobile market immediately, which is also a "booster" for the automobile industry, so that everyone can concentrate on what they are good at, and then export with Huawei to seize the global automobile market. (Text/car home Zhouyi, Xing Yueyang)