Recently, Huawei is vigorously promoting the delivery progress of the co-led Q&I M5. As soon as this news came out, when the Alpha S Huawei HI version developed by BAIC BJEV and Huawei could be delivered became a concern for many people. After all, the Alpha S Huawei HI version is close to a year away from the release time. Suddenly, the section of Beiqi Blue Valley's communication with investors has long been occupied by the questioning voices of investors.
The above questioning is only the tip of the iceberg in the dialogue page.
In the face of external doubts, Beiqi Blue Valley still gives a standard answer: it is working closely with Huawei to promote the delivery work, and the relevant information will be announced in due course.
Previously, the "Polar Fox Alpha S New HI Edition Large-scale Delivery Tasting" event held in Shenzhen in December 2021 was changed to the internal delivery activity of Beiqi Blue Valley in December due to the epidemic situation, which caused many people to doubt. The explanation given by Beiqi Blue Valley at that time was that Huawei's car and machine system (Hongmeng intelligent cockpit system) was not available, and we are now waiting.
According to insiders, Huawei is a strong supplier, and they don't let us participate too deeply in the software technology level. From the side, it also reflects that BAIC does not occupy the dominant position in this cooperation.
Finally, at the end of January 2021, the only new Alpha S HI version of the new car in China entered Huawei's first new concept direct flagship store in Beijing Yintai. However, the sales staff said that the exhibition car arrived at the store this week, could not be test driven, can be ordered, but the delivery time is not yet known. ”
All of the above indications show that the cooperation between Huawei and BAIC is not pleasant.
So far, Huawei has cooperated with many brands. Among them, Dongfeng Xiaokang Automobile Co., Ltd. currently has the fastest and most cooperation with Huawei. According to people familiar with the matter, Huawei and Xiaokang's cooperation belongs to each other's needs, and Huawei is relatively strong in the process of cooperation. What Huawei needs is to carry as many of its own products as possible and emphasize the initiative of cooperation. Moreover, Yu Chengdong's speech at the M5 press conference occupied almost all of it, as if the cooperation with Xiaokang was forgotten, making the conference a one-man show for Huawei.
From the perspective of cooperation model, Huawei is very strong.
Review the cooperation with BAIC. From the development history of BAIC, we learned that BAIC BJEV is one of the earliest brands in mainland China to produce new energy vehicles, as early as 2009, BAIC Group established BAIC BJEV to enter the field of pure electric vehicles. BAIC BJEV ranked first in China's new energy vehicle sales for seven consecutive years from 2013 to 2019, until 2020, with the change of subsidy policies and the rapid rise of new car-making forces, BAIC's sales have fallen off a cliff, and BAIC can only save the current serious decline in sales through various methods, such as obtaining Huawei's cooperation.
According to the public information found, Huawei cooperated with BAIC because BAIC first put down all its bodies to cooperate with Huawei, in order to save the current embarrassing situation, Huawei as the leading boss in communication technology software technology, zero experience in car manufacturing. BAIC is willing to put down its body for cooperation, which is really not easy.
But why has the cooperative Jihu Automobile been unable to go public? Judging from the cooperation model between Huawei and Xiaokang, it has proved that Huawei needs a brand partner that is not strong, and Huawei wants to occupy a higher dominance. On the one hand, BAIC wants to rely on Huawei to continue its life, and it wants to occupy a dominant position, which is obviously a cooperation model that is not conducive to Huawei.
BAIC has repeatedly postponed the delivery of Jihu, and many netizens have speculated that there have been certain differences in cooperation with Huawei, resulting in a series of chain reactions. Before looking for reasons due to the epidemic, can not open the delivery ceremony conference as promised, but why Xiaokang Automobile can do the conference, also in Shenzhen, the specific reason is what we do not know, can only wait and see if BAIC can successfully deliver the car this year.