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Since the Chinese New Year, there have been waves of activities in the automotive industry. Some people say that the Shanghai media teachers have changed. They didn’t talk about stock prices anymore, but started talking about wars.
Yes, in the last half month, the world has been in turmoil. The Russia-Ukraine war is raging and Western sanctions are strong, making it look like a global retreat.
This sudden change in the situation has also awakened many Chinese netizens. They say that the Western style of sanctioning whenever they are unhappy can sanction Russia today, but who can guarantee that they will not sanction China tomorrow?
A consensus has been reached that if China wants to avoid becoming the object of Western sanctions tomorrow, it must now establish a new social framework in all aspects from industry, economy to the network.
Action has already been taken.
The National Two Sessions in 2022 is approaching. Fang Yunzhou, a member of the National People’s Congress and the founder and chairman of NIO, proposed that China should “coordinate the construction of an intelligent vehicle operating system ecosystem.”
Zeng Qinghong, a member of the National People’s Congress and chairman of GAC Group, also proposed to accelerate the development of China’s automotive chip industry chain and promote the localization of automotive industrial software.
Obviously, each representative is deeply aware of the pros and cons.
However, we must speed up.
Last Tuesday, Biden emphasized in his State of the Union address that the United States must win the economic war with China, especially in the field of clean energy.
The war for new energy has been established, and the situation is urgent.
The five-thousand-year history of the Chinese nation tells us that at critical moments, there will always be heroes who miraculously stand up. Who will it be this time?
Some people have turned their attention to CATL. Batteries are the core of new energy, and CATL is undoubtedly the world’s largest power battery leader.
Some people also turned their attention to Huawei. Indeed, in terms of the breadth and depth of technology layout, Huawei is unparalleled. Moreover, for US sanctions, Huawei is too familiar.
So, can Huawei succeed?
Let’s take a look.
In the layout of new energy, Huawei is currently advancing on multiple fronts. First, the promotion of HarmonyOS operating system. Second, product layout. Third, penetration of electric drive technology.
It is reported that as of the Huawei Winter New Product Launch Conference, the number of devices equipped with HarmonyOS has exceeded 220 million, and user growth has been rapid.
On the 3rd, I test drove the AITO Quest M5 designed by Huawei Sailfish in Shanghai and focused on experiencing the performance of HarmonyOS on the car end. The result was great, and it has already opened up a position in the current smart electric vehicle system.
Recently, some self-media broke the news that HarmonyOS 3.0 will start internal testing in March.
From user base to experience, to software iteration, HarmonyOS has gradually entered the best state and has become China’s first operating system and the world’s third operating system.
Compared with the “silent” HarmonyOS system, Huawei’s layout of terminal products is more high-profile.On December 23 last year, Yu Chengdong officially introduced the first new car of AITO, the new high-end brand under the umbrella of Kingslong Saleece — AITO M5. It should be noted that Huawei took the lead in the development of this car.
Huawei’s car has quietly made its debut.
Yesterday, the ceremony of handing over AITO M5 to users was held simultaneously in many cities such as Shanghai, Guangzhou, Hangzhou, and Chongqing. Such a grand delivery scene deeply reflects the strength of Huawei.
So far, the sales and service outlets of over 500 experience centers and 150 user centers for AITO M5 have been fully established. In addition, 1,000 experience centers and about 300 user centers will be set up this year.
I did a rough calculation at the time. If we use 1,000 stores as the calculation basis, with 20 orders per store per month, AITO’s monthly sales would be 20,000 vehicles. If it’s 30, then it would be 30,000 vehicles.
Recently, Yu Chengdong revealed internally that the sales target for AITO M5 this year is 300,000 vehicles. Obviously, 30 orders per store per month are still conservative.
According to data, AITO M5 delivered 14 vehicles in January and increased to 800 in February. It is expected to reach 3,000 in March without any major problems.
Zhang Zhengyuan, CMO of Saleece Automobile, said, “In the future, we will also grow together with users by enriching our product line and updating our technology, bringing everyone a better smart car.”
From brand accumulation, to technological accumulation, to strategic methods, AITO M5 has already crossed the river like a fierce dragon.
As for the penetration of electric drive technology, Huawei’s power has not yet been shown.
This time, whether Huawei can stand out or not is crucial for the performance of AITO M5.
This article is a translation by ChatGPT of a Chinese report from 42HOW. If you have any questions about it, please email bd@42how.com.