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The sudden variables of Huawei's "car-making" that have attracted much attention.
On the evening of January 4, it was reported that the first batch of Huawei car owners encountered "troubles" - the new Cyrus Huawei Smart SF5 car jointly launched by Huawei and Xiaokang shares has not yet arrived or will face suspension.
The Shanghai Securities Daily reporter's field investigation found that the car has indeed been discontinued in the store.
The relevant person in charge of Xiaokang Xilis exclusively responded to the Shanghai Securities News reporter on January 5 that Huawei's smart SF5 has not been discontinued, but it has temporarily stopped subscription due to the consideration of delivery timeliness.
Some auto industry experts pointed out that this change shows that the cooperation between Xiaokang and Huawei is adjusting.
The Huawei pedigree of the new car is more pure
Xiaokang co., Ltd. announced on the evening of January 4 that the company's new energy vehicle sales in December 2021 were 6150 vehicles, an increase of 88.71% year-on-year; the cumulative sales volume for the whole year was 41440 vehicles, an increase of 104.39% year-on-year.
Xiaokang also announced on the same day that the company invested in the establishment of Xilisi Electric Company, and the relevant government investment platform company of Chongqing Municipality intends to invest in Xilisi Electric Company; the registered capital of the joint venture company is 2 billion yuan, of which the holding subsidiary Jinkang New Energy intends to invest 900 million yuan.
In this regard, some industry experts have analyzed that attracting state-owned assets to enter the market shows that Xiaokang shares should continue to bet on the smart new energy vehicle brand that cooperates with Huawei.
Although the recent sales data of new energy vehicles released by Xiaokang has shown growth, some consumers have reported that the staff of the delivery center told the owners that the Xilis Huawei Smart SF5 has been discontinued. Some consumers said that the Xilis store has been changed to the AITO brand, Huawei Smart Selection SF5 has suspended bookings, and the exhibition car is sold at a discount, which is a disguised suspension of production.
On the morning of January 5, the Shanghai Securities Daily reporter interviewed a number of Huawei stores in Shanghai that have car sales business to confirm that SF5 has indeed been suspended in stores.
The Cyrus SF5 is the first model cooperated by Xiaokang and Huawei. In April 2021, when the Shanghai International Auto Show came out, there was a news of its "full orders", according to the official order data released by Cyris at that time, the order of the SF5 exceeded 3,000 units in two days and exceeded 6,000 units in a week.
According to the data of the National Passenger Association, from April to November 2021, the sales of the SF5 of Xilix were 129, 204, 1097, 507, 715, 1117, 1926 and 1385, respectively, totaling 7080 vehicles. This is still far from the "5 million annual sales" target shouted by Yu Chengdong, CEO of Huawei's consumer business, at the Cyrus SF5 press conference.
However, only 8 months after the launch of Huawei Smart Choice SF5, another Huawei Hongmeng Automobile "AITO Q&I M5", which was also jointly created by Huawei and Xilix, was officially launched on December 23, 2021, and the new car is positioned as a new energy medium-sized smart luxury SUV with a range of more than 1,000 kilometers, providing a full-scenario smart travel experience.
It is worth noting that with the Xilis SF5 belongs to the products of Jinkang New Energy, a subsidiary of Xiaokang Co., Ltd., and Huawei's cooperation is mainly based on production and marketing relationships, although the name is tongue-twisting, AITO Q&I M5 can be said to be Huawei's personal efforts, Huawei is deeply involved in the research and development, design, and manufacturing of new cars, and once it is released, it has attracted much attention, and the auto industry believes that its Huawei pedigree is more pure.
On the morning of January 5, at Huawei's Shanghai Zhonggeng Roaming City store, salespeople said that the Xilis Huawei Smart SF5 has been discontinued, and the current sale is the first Huawei Hongmeng automobile "AITO Q&A M5" in the showroom, priced at 280,000 yuan.
Why do sons give way to their own sons?
Xilis relevant people previously told the Shanghai Securities Daily reporter that the AITO M5 has four cities in Shanghai, Shenzhen, Hangzhou and Chengdu that have exhibited cars, and the order exceeded 2,000 vehicles on the 3rd. The Xiaokang factory in Chongqing's Liangjiang New Area is accelerating its full scheduling to achieve large-scale delivery.
This is happening. Consumers logged on to the official website of Cyrus and found that after clicking on the Selix SF5 to book immediately, they could not continue to the next step after entering the selection interface of the new version of the car, and the new car that was released for less than a year was already in a state of inability to book.
The relevant person in charge of Xiaokang Xilis said that the recent relevant rumors are untrue, the Xilis brand has always existed, and Huawei Smart Selection SF5 has not been discontinued, but for the sake of delivery timeliness, Huawei Smart Selection SF5 has indeed temporarily stopped ordering, and the core parts procurement and other conditions to meet the need to restart the subscription will return to normal.
Some industry experts pointed out to the Shanghai Securities Daily reporter that although Huawei has repeatedly reiterated that it will not directly build cars. However, Huawei has actively laid out intelligent electric vehicles through cooperation with traditional car companies such as BAIC, Changan, and Xiaokang Shares, and among them, due to the strong dominance of cooperation, the cooperation between Huawei and Xiaokang shares is the most in-depth, and it can even be said that Xilis is the foundry of Huawei's car, so in the case of limited resources, it is not surprising that Huawei's smart SF5 as a "dry son" gives way to AITU as a "pro-son" M5.
However, in response to the statement that "Xilis is Huawei's car foundry", Xiaokang co., Ltd. responded on December 31, 2021: Xilis under Xiaokang Co., Ltd. is Huawei's long-term partner, not a foundry. Xilix and Huawei are long-term cooperative relations, empowering each other, the two sides will focus on the three core industries of technology, channels, and products, and will not rule out cooperation in new technologies, new products, and new fields in the future.
Yu Chengdong, CEO of Huawei's consumer business, personally promoted the first Huawei Hongmeng Automobile "AITO Q&A M5" platform
Edit: Shao Hao
Proofreader: Feng Wenjun
Editor: Zhang Dawei
Production: Shan Linghe
Editor-in-charge: Shao Ziyi
Producer: Pu Hongyi
Issued: Pan Linqing