Huawei does not build a car, Huawei almost built a car, since it has chosen the strategy of "helping enterprises build good cars", should we show more sincerity in the face of partners?
A few days ago, Xiaokang co., Ltd. announced the March 2022 production and sales express, it is worth noting that Xiaokang co., Ltd. for the first time separately disclosed the production and sales of its high-end intelligent new energy vehicle - Xilis. In March, Xilis produced and sold 3465 and 3160 units, respectively, a significant increase of 1667.86% and 1310.71%; in the first quarter of this year, the cumulative production and sales of Xilis were 6808 units and 5044 units, an increase of 1812.36% and 1186.73% respectively.
In this regard, some media said that the soaring sales of Xilis reflect the success of Huawei's car manufacturing (mainly referring to Huawei's help enterprises build good cars). However, Lenovo exposed at the end of last year Cyrus SF5 (also known as Huawei Smart SF5, hereinafter collectively referred to as Huawei Smart SF5) suspension of production suspected leek storm and the performance of the newly listed AITO Q&A M5 contradiction, is the fact really as simple as it seems on the surface?
01
The quality control of the first cooperative car has been questioned, can Huawei really help car companies build good cars?
Referring to the suspected leek storm that Huawei SmartSchool SF5 was discontinued, according to Sina Technology related reports, a car owner posted on the auto forum that he was a car picked up in November 2021 and found a bunch of problems after driving for two months. For example, just bought it and stopped production and stopped selling, as the first wave of leeks; in terms of endurance, full oil and full battery endurance did not have the 1000km advertised at the press conference, which is about 500-600km. The fuel consumption is high, about 10L; in addition, there are problems such as the stuttering of the car and the frequent failure of key induction.
In fact, there are not a few car owners who question the false propaganda of Huawei's smart SF5. Another owner also pointed out: "The car machine is super bad, and it is biased by navigation to doubt life; the original on-board hotspot was cancelled, which is completely inconsistent with the original sales." "And the suspension of production means that there is no longer any after-sales guarantee." The car bought for more than 200,000 yuan is at this level, and this batch of fresh leeks can be described as a big mold.
So the question is, does the above have anything to do with Huawei? Let's take a look at some of the introductions or selling points in the official press release when Huawei Express SF5 was released.
Huawei Smart Choice SF5 is equipped with a dual-motor intelligent four-drive combination of "Xilix SEP200 motor + HUAWEI DriveONE three-in-one electric drive system".
In addition, Huawei Smart Choice SF5 is equipped with HUAWEIHiCar all-scenario intelligent interconnection system function, supports connecting with Huawei mobile phones through USB wired or wireless Bluetooth, after using the mobile phone to complete the first car connection to activate HiCar, consumers can find the "HUAWEI HiCar" function in the "Settings" - "More Connections" of the mobile phone, which will display the connection status. After connecting, you can use the navigation, music, video, games and other functions of the mobile phone on the large screen of the central control car machine, and you can also wake up the voice assistant by calling "Xiaoyi, Xiaoyi" to perform related operations.
I wonder how the industry feels after reading the introduction of the above Huawei Smart Selection SF5? At least in our opinion, the problems reflected by the front car owners are more or less inseparable from Huawei. Of course, it is not excluded that Huawei's experts or its recognized experts will come out to give people a popularization lesson in the flow of technology in the future to prove that these have nothing to do with Huawei.
All right! As a user who is not a technology stream, you may agree with this statement, so what follows is why such a car will enter the products and channels of the "Huawei Smart Choice" brand?
In our view, the product standards for entering the "Huawei Smart Choice" brand should be high quality, high technology, and high experience, so like Huawei Smart Choice SF5, not to mention whether there is a problem reflected by the user, at least it is difficult to say that its high-quality, high-tech, high-experience models, then in the end is the "Huawei Smart Choice" brand control is not strict, or because Huawei Smart Choice SF5 uses Huawei's technology and has been specially "cared for", in short, no matter which one, Huawei really blames part of its own responsibility, and "Huawei Smart Choice" The exact color geometry of the brand's other products has also had to arouse doubts in the industry.
If this is the case, why is it that Xiaokang shares came out first to express their position, but Huawei was quite low-key (compared with Huawei's high-profile platform when it was first released)? This has to lead to the topic of Huawei and partners.
02
Highly internally rolled, "Black Widow" variant re-emerged?
When it comes to Huawei's cooperation with partners, the industry that knows a little about Huawei knows that Huawei once played the role of "black widow" in the supply chain. Now there are few relevant reports from the domestic public reports. The latest report on "Black Widow" is that Huawei released the Kirin 970 chip in 2017, which was abandoned by Huawei a year after using cambrian NPU, and the use of self-developed NPU was mentioned.
In fact, there are many interpretation versions of Huawei's "Black Widow", interested readers can check it on their own (if they can still try to find it), as we have seen before, in some versions, the performance and image of Huawei's "Black Widow" are quite unbearable. So to avoid misleading suspicions, we cite public reports that are still available.
"Black Widow" is a concept proposed by Huawei founder Ren Zhengfei in his speech at the 2010 PSST System Cadre Conference. Black widow is a kind of spider in Latin America, this spider after mating, the female will bite and eat the mate, as a nutrient for their own hatching of juvenile spiders, so the folk name for it "black widow".
For "Black Widow", some media have explained its specific performance in the report, that is, from the beginning of Huawei's preparation to enter a certain industry, it first pretends to be the boss and wolf-like to seize the market, and then it will stage "take its own road, so that others have no way to go". Even if possible, Huawei will eat the partners it cooperated with in the early days, and fair competition with partners is still good, and sometimes cooperation will directly grab other people's business, leaving no way for partners. In short, it is the strong trait of being the boss.
To this end, Ren Zhengfei said: In the past, Huawei cooperated with other companies, and after a year or two, Huawei ate or dumped these companies. Huawei cooperates with others, can no longer be a "black widow", to be open, cooperative, to achieve a win-win situation, to keep more difficulties to themselves, more benefits to others.
Of course, this is more than 10 years ago, that is, Huawei should have realized the importance of not being a "black widow" more than 10 years ago, and began to change for this reason, but with the rapid changes in the external competitive environment in recent years, Huawei, which has to be highly inward-looking, "black widow" seems to be re-emerging in the form of a variant, but this time it is mostly domestic companies that have been "sacrificed".
Here we take Huawei's "car", which has attracted much attention in the industry, as an example to see how the variant of "Black Widow" is embodied.
Careful industry may find that Huawei's partners in "car manufacturing", or partners who focus on promoting models, are mostly small and medium-sized brands in the new energy vehicle market, and the market performance before cooperation with Huawei is sluggish or even poor. The most typical performance is Cyris under Xiaokang and Baiqi Blue Valley under BAIC BJEV.
Taking the Xilisi of Xiaokang shares in this storm as an example, before cooperating with Huawei, it was almost a rather marginal and strange new energy vehicle brand known to the market (about the origin of the Xilis brand, interested readers can check and understand for themselves). And cooperation with such enterprises, one can still show the strong characteristics and brand influence of Huawei's "Black Widow" in cooperation, once the sales increase significantly, the credit is all Huawei, especially in the current Huawei "car-making" or the icing on the cake function of the moment, once the sales increase, the icing on the cake will be more dazzling; second, if there is a problem, these brands are still in a weak position (the first to clarify the well-off shares in this storm is proof), becoming a back pot man.
After all, the sales data of these brands has been very ugly, and Huawei can easily find out the reason for "throwing the pot".
So in our opinion, although Huawei is in a difficult situation now, it still has not changed its "Black Widow" characteristics in cooperation with partners, just a more secretive and flattering variant.
In fact, not only are weak and marginalized brands, but also large car brands are still jealous of Huawei's previous "black widow" image. For example, on June 30 last year, at the 2020 annual shareholders' meeting of SAIC Motor, when asked whether SAIC would consider cooperating with third parties such as Huawei in autonomous driving, Chen Hong, chairman of SAIC Motor, said bluntly: "It is unacceptable for SAIC to cooperate with third-party companies like Huawei on autonomous driving." In Chen Hong's view, "It's like having a company that provides us with a holistic solution, so that it becomes the soul and SAIC becomes the body." For such a result, SAIC is unacceptable and must take the soul into its own hands. ”
More importantly, although some media describe Huawei's "car-making" technology as crazy, it is ultimately necessary to pass a lot of tests by the market and users, and as a large car brand, it is also one of the main reasons for its reluctance to cooperate in depth with the technical strength of Huawei's "car-making", and unfortunately, Huawei's smart choice SF5 suspension is suspected of cutting leeks, at least to some extent, Huawei's strength to help enterprises build good cars is a little more questionable.
Facts speak louder than words. Since Huawei is committed to building a good car for the company, it should bring real value to the cooperative enterprise. But the results were very different.
According to the data, the cumulative sales of Huawei's Smart Choice SF5 in 2021 is only 8086 vehicles (in stark contrast to the initial booking explosion at the time of release), and the company will lose money in 2021 compared with the same period last year, with a net loss of 1.55 billion yuan to 1.95 billion yuan, which is the second consecutive year of net profit loss of Xiaokang shares.
Huawei's smart SF5, which was once valued by Xiaokang shares, not only did not become the company's main revenue force, but became the main reason for the company's loss. In this loss, due to the fact that the sales volume of Cyrus new energy vehicles is in the climbing stage, the amortization of fixed assets and intangible assets has increased, and the R&D investment, labor costs, and marketing channel expenses have continued to increase, resulting in the company's net profit loss of 1.4 billion yuan after the impact of the company's attribution to the mother.
03
Repeat the trick, ask whether the M5 will repeat the mistakes of the Cyris SF5?
In the face of the above-mentioned market doubts about Huawei's smart choice of SF5, it did not prevent the release of the second new car cooperated by Huawei and Xiaokang.
On December 23, 2021, Huawei held a winter flagship product launch conference and launched the first model named AITO brand in cooperation with Xiaokang, the Q&A M5.
Yu Chengdong, CEO of Huawei's consumer business, spent 60 minutes at the press conference to introduce the car and said that it was a domestic car that could rival the Million Luxury Car. Among them, it is equipped with harmonyOS smart cockpit and Huawei's in-vehicle application ecology, zero hundred acceleration is 4 seconds, and the cruising range can reach 1100 kilometers.
From the perspective of participation, this is a car with the deepest participation in Huawei, so it is rated as Huawei's "pro-son" by the car circle, and it is almost the same as putting a Huawei logo on the car. Nevertheless, like the previous Huawei Smart Choice SF5, from production, sales to after-sales service is still xiaokang responsible. This means that if the future AITO Q&A M5 has similar quality problems to the aforementioned Huawei Smart SF5, it will still have nothing to do with Huawei.
Despite this, it is said that 96 hours after the release of the AITO Q&E M5, the number of bookings has reached more than 6,500 units (the same as when Huawei Express Select SF5 began to book). However, some media have found that there are many people coming and going by visiting many Huawei shopping malls, but there are very few consumers who pay attention to this car.
So the question is, AITO asks what exactly is the M5? At least some car critics' evaluation of the M5 is not worth buying.
The reason is very simple, the price is between 250,000-320,000, the choice is too much, the cost performance is not high. And this car is a range-extended electric vehicle, simply saying that the mileage is meaningless. Moreover, buying a car is different from buying a mobile phone, although Huawei's feelings for the Chinese people are quite large, but the price of cars is often hundreds of thousands, hundreds of thousands, involving warranty, life, after-sales and other complex links, if behind it is not a fairly powerful old car factory support, it is easy to suspect that there is a suspicion of cutting leeks. Based on this, some insiders suggest that if there is not much spare money, you can wait and see for the time being. It is not too late to support Huawei after a certain brand of huawei runs out.
As for the partner Xiaokang shares, with the advent of AITO Q&A M5, everyone believes that Xiaokang's stock price will soar again, but on the contrary, as soon as the news came out, the stock price of Xiaokang shares plummeted. After that, Xiaokang issued an announcement on January 26 this year that it intends to raise no more than 7.13 billion yuan in the non-public issuance of shares in the A-share market, which once again caused concern in the industry.
For the purpose of this non-public offering, Xiaokang said that in terms of vehicle manufacturing, the company will upgrade existing models and develop new models to enrich the product line and cover a wider range of consumer groups, further increasing market share. It is understood that the total investment in the announcement of the "electrified model development and product platform technology upgrade project" is 4.75 billion yuan, including the development of 6 electric vehicle models and the upgrading of DE-i platform and a series of product technology research and development upgrades. The development of electrified models includes: 3 high-end intelligent electric vehicle development and 3 practical electric vehicle development.
In this regard, some insiders believe that one of the purposes of Xiaokang's fundraising is to expand production capacity for AITO Q&A M5. Stock prices fell, losses and tight funds had to raise funds, AITO asked M5 unless it sold in the future, the future of Xiaokang shares will be worse.
Written in the end: Referring to Huawei's car manufacturing, Huawei has repeatedly explained to the outside world that it does not build cars and helps companies build good cars. But the truth is that whether it is Huawei's smart choice of SF5 to help enterprises build good cars, or AITO Q&A M5 shows that Huawei is almost building its own cars, Huawei is difficult to say successful. The so-called interlacing is like a mountain, Huawei's car road is obstructed and long, and in this process, the enterprises that cooperate with Huawei are bound to bear huge risks.
*Images are from the Internet*
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