Finance network auto news, recently some media found that there are currently a large number of Xilis stores began to renovate, many stores of the LOGO has been replaced by "ATIO". The original Huawei Smart Select Cyrus SF5 in the store has been removed, the order channel has been closed in mid-December, no longer accept the car reservation, Huawei official mall also does not have the Cyrus SF5 figure, currently displayed is the AITO brand's first new car Q&A M5 product page. Therefore, there are a large number of rumors on the Internet that "Cyris SF5 is about to stop production", and it has aroused heated discussion, and even a number of Cyris SF5 owners have posted on the Internet to complain that they have been "cut leeks".
On January 4, there were media reports that a staff member of the Huawei flagship store in Beijing said: "SF5 did not stop production, but does not accept reservations, and now AITO asks the world to M5 new cars on the market, the production line mainly supplies M5, SF5 to see the manufacturer's notice." ”
On January 5, Xilis released an open letter on its official Weibo in response to this rumor, saying that Xilix SF5 will continue to accept user orders. And promised that the first owner in addition to the normal warranty, will also be upgraded to enjoy the lifetime warranty of the vehicle and range extender. In addition, if the first owner changes to other models of the company's vehicles within four years, he can also get a discount of 10,000 yuan on the basis of the current rights and interests of the new car to be purchased.
Xilis is a new energy vehicle brand under Xiaokang Co., Ltd., and Xilis Huawei Smart Choice SF5 is the first model created by Huawei and Xiaokang Co., Ltd., which was listed on April 19, 2021 and sold simultaneously in Huawei's online and offline channels. To this end, Yu Chengdong, managing director and CEO of Huawei's consumer business, gave a 50-minute speech at the flagship store on East Nanjing Road.
According to the data of the 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. The average monthly sales of less than 1,000 vehicles is a big gap compared with the mainstream car-making forces with an average monthly sales volume of more than 10,000 vehicles such as "Wei Xiaoli".
Among them, only sales or mainly related to Huawei endorsement. From January to March 2021, the cumulative sales of Xilix was only 523 vehicles, and after cooperating with Huawei, the order for Xilix Huawei's smart SF5 exceeded 3,000 units in two days of listing, even exceeding the total number of orders in the two years since the establishment of Xilix.
Previously, Huawei has clarified two cooperation models with car companies: among them, huawei inside mode is Huawei and car companies jointly define and jointly develop smart cars, equipped with Huawei's full-stack intelligent car solutions, and huawei's cooperation with BAIC, Changan, and GAC currently adopts this model; the other is the cooperation mode between tier1 and tier2, that is, providing parts and solutions to car companies.
During the 2021 Shanghai Auto Show, when the Xilis Huawei Smart SF5 model jointly created by Xilis and Huawei was unveiled on the stage, Zhang Zhengyuan, CMO of Xilis, also clearly stated, "Huawei Experience Store has incomparable advantages in site selection, scale, and quantity, and Huawei Experience Store does a good job of user opening; and Xilis provides more standardized and better service in major cities to build user service centers, so that the service covers the whole life cycle of users." ”
Yu Chengdong, managing director of Huawei, CEO of Consumer BG, and CEO of Huawei's intelligent vehicle solution BU, also revealed that Huawei and Xilix have jointly participated in the development of the car's product function definition, quality control, and consistent experience, which is equipped with Huawei DriveONE three-in-one electric drive system and HUAWEI HiCar solution.
The first model of the new car brand AITO (Qijie), which was launched on December 23, 2021 and released by Huawei and Xilix, the Qingjie M5, is significantly different from the above two cooperation models. Unlike the SF5 jointly built by Huawei Xilis before, Yu Chengdong, managing director of Huawei and CEO of consumer business, said at the M5 conference that in addition to the empowerment of smart cockpits, Huawei is also deeply involved in product design, marketing channels and other links. It can be seen that compared with the cooperation with Changan, BAIC and other car companies, Huawei and Xilis have created a new model of cooperation between traditional vehicle companies and ICT companies, taking each other's strengths, empowering each other, and jointly creating high-performance and intelligent mobility solutions around technology, products, and channels.
According to insiders, the two sides jointly formed a team to participate in the whole life cycle of the product, and led the way according to their respective strengths. Among them, Xilis, which has rich experience in vehicle manufacturing, is responsible for formulating AITO vehicle research and development system, complete procurement system, and a full set of quality control systems, including important modules such as model platform technology; Huawei is deeply empowered in quality control, marketing operations, sales and service, including helping to formulate, improve, and improve the quality control system to ensure that AITO provides users with high-quality products.
From this point of view, Huawei attaches great importance to the AITO Q&A M5 and the energy it has put into it far more than SF5, and the depth of this cooperation is far beyond the industry's expectations. At the sales level, Huawei has also said that it hopes that AITO Q&A can replace the reduced mobile phone business and become a new traffic and growth point for Huawei in the consumer business.
Before the listing of Cyrus Huawei Smart Choice SF5, Xiaokang shares began to rise, reaching an all-time high of 31.9 yuan. After the listing of the new car, Xiaokang shares ushered in many ups and downs, and the stock price reached a maximum of 83.83 yuan in a few months. However, the drama is that just after the listing of Huawei AITO M5 on December 23, the stock price of Xiaokang shares began to plummet continuously. As of the close of trading on January 7, the price per share of Xiaokang shares has fallen to 52.56 yuan.
A few days ago, according to the Economic Observer Network, on December 28, the sales staff of Huawei's authorized experience store said that the number of national large orders for AITU Q&J M5 has exceeded 6,000, which is almost 6 times that of Xilis. If all of these orders are delivered, it is equivalent to achieving sales of nearly 1.8 billion yuan. It is worth noting that when it was listed for 3 days, the order volume of this car was only 2,000, and after 5 days of listing, the order volume surged to 6,000, that is, in just two days, AITO Ask M5 reached 4,000 orders.
Whether it is from the perspective of sales or from the various aspects of energy paid by Huawei and Xilix, the possibility of AITO asking the M5 to replace the Smart SF5 is very large. According to the plan, starting from January 20, 2022, the first model of the AITO brand, the M5, will be opened in 118 cities and 500 Huawei stores to make test drives and reservations. In the entire AITO conference led by Huawei, there was no mention of the SF5 with the same chassis. In addition, the second car of the AITO brand, a medium-sized luxury SUV, will also be released within this year.
Although the official clear response to the SF5 has not been discontinued, but Huawei's more involved AITO brand has become the focus of Huawei's development in the automotive market, without Huawei's "injection", SF5 or will be difficult to get market attention.