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HI, "no car" Huawei with new cars on the market! The industrial chain is about to take off?

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On the evening of May 7, Huawei and BAIC Jihu, a subsidiary of BAIC Blue Valley, held a launch conference for the new HI version of Alpha S in Beijing with the theme of "Two Strivers Partners and a World-Class Good Car".

As the first smart pure electric sedan of "Huawei Inside", the Polar Fox Alpha S · The official release of the HI version marks that the "HI" car jointly built by Huawei and the car manufacturer has officially entered the mass production and delivery stage.

At present, Huawei, which "does not build cars", has built seven intelligent car solutions and more than 30 smart car parts, and has cooperated with Huawei to "jointly build good cars for car companies" more than 300 smart car industry chain enterprises.

Tianfeng Securities Research Report believes that with the continuous release of Huawei's HI products and the continuous listing of HI models, the scale of Huawei's intelligent vehicle industry chain will continue to expand, and the opportunities for the HI industry chain will be more diverse. Huawei's smart vehicle industry chain has medium- and long-term investment value.

The "Huawei HI" car has begun a new journey of large-scale mass production

"Polar Fox Alpha S · The HI version is equipped with Huawei's HI full-stack intelligent car solution, and today officially opened the journey of large-scale mass production. Yu Chengdong, managing director of Huawei, CEO of terminal BG, and CEO of smart car solution BU, said.

Polar Fox Alpha S· The HI version was released as early as the Shanghai Auto Show in April 2021, and the gap from release to listing was one year, and Yu Chengdong said that due to the epidemic, the introduction of new technologies and Huawei's overseas sanctions, the supply of some components takes time. Huawei and BAIC have been working jointly for more than 1,000 days and nights.

"In the past four years, the outside world has always said that we 'jump tickets', in fact, we have done a lot of things in 4 years, a small step for human cars, for us, a big step." Liu Yu, deputy general manager of BAIC Group and chairman of BAIC BJEV, said, "Polar Fox Alpha S · The HI version is a benchmarking product and a symbol of THE intelligent transformation of BAIC BJEV. ”

According to Yu Chengdong, the Polar Fox Alpha S · The HI version accounts for three "global firsts": the world's first mass production car equipped with "Huawei's HI full-stack intelligent vehicle solution", the world's first mass production car that supports high-end intelligent driving on urban roads, and the world's first high-end pure electricity production sedan equipped with Huawei's smart cockpit - Hongmeng car machine OS.

As a supplier of incremental components for smart cars, Huawei has cooperated with Jihu in depth under the HI (Huawei Inside) model to create high-quality intelligent vehicles and help the automotive industry transform to intelligence.

The HI version is a modification from the Basic Edition of The Polar Fox Alpha S, equipped with Huawei's high-voltage electric platform, Hongmeng intelligent cockpit and high-end intelligent driver assistance system.

In the field of intelligent electric, Alpha S · The HI version is equipped with Huawei's DriveONE dual-motor intelligent four-wheel drive system, which accelerates from 100 kilometers in only 3.5 seconds. In driving scenarios such as low speed, high speed, and cornering, the four-wheel drive system can intelligently distribute power according to the scene.

The HUAWEI AI high-voltage flash charging platform equipped with the HI version only needs to be charged for 15 minutes from 30% to 80%, and supports home AC charging piles and DC fast charging piles commonly used between 200V and 1000V through the full-scene charging mode.

In the field of smart cockpits, Alpha S· The HI version of the smart cockpit is equipped with a high-performance Kirin car machine module, which runs the HarmonyOS car machine operating system, which can easily realize the seamless flow of voice control, visual perception, in-car payment, and application.

In addition, Huawei ADS will be in the Polar Fox Alpha S · The HI version is the first to achieve large-scale commercial use, and its continuous intelligent driving assistance capabilities in high-speed, urban areas and parking scenarios can bring the ultimate driving experience of safety, intelligence and pleasure.

The new car is divided into two versions: the advanced version and the high-end version, the advanced version is priced at 397,900 yuan, and the high-end version is priced at 429,900 yuan. At the listing press conference, Dai Kangwei, general manager of BAIC BJEV, announced the rights and interests of "seed users" and "limited time pre-ordering", and users who subscribe before June 30 can enjoy multiple benefits.

Huawei has more than 300 smart vehicle industry chain partners

Polar Fox Alpha S· The listing of the HI version means that the sub-brand vehicles jointly created by Huawei and the automaker have officially entered the mass production and delivery stage, and also marks the application and mass production of HI's full-stack intelligent vehicle solutions.

During the Huawei Global Analyst Conference last year, Huawei announced that it had selected three car companies, BAIC, Changan Automobile, and GUANGZHOU AUTOMOBILE Group, as strategic partners to jointly build three sub-brands with them.

In addition to the Polar Fox Alpha S · Hi version, Huawei, Changan Automobile, catheter times jointly created the "Avita" brand of hi new car has been unveiled on November 15, 2021.

Changan Automobile said on the investor interactive platform in April that its Avita 11 equipped with Huawei's HI full-stack intelligent vehicle solution will be officially released and scheduled in the second quarter of this year.

Avita Technology, jointly built by Changan Automobile, Huawei and CATL, announced on the evening of April 28 that Avita Technology is promoting the A round of financing in an orderly manner, and the new round of valuation has increased to 6.26 billion yuan, achieving a rapid growth of nearly 7 times.

In addition, GAC Group also announced on April 9, 2021 that it will cooperate with Huawei to jointly develop L4 level autonomous vehicles, and plans to mass-produce them in 2024.

In addition to helping the automotive industry transform to intelligence through Huawei Inside, Huawei also provides platform solutions for car companies through the smart selection model.

The AITO brand created in cooperation with Xilis, a new energy vehicle brand under Xiaokang Co., Ltd., is a typical representative of the cooperation of the smart selection model, and the AITO brand has released the first intelligent electric drive SUV at the end of last year.

According to the April 2022 production and sales express report released by Xiaokang Co., Ltd., from January to April, its cumulative output of new energy vehicles was 25,129 units, an increase of 252.74% year-on-year, and the cumulative sales volume was 22,752 units, an increase of 199.64% year-on-year.

"Huawei has built seven smart car solutions and more than 30 smart auto parts to help the automotive industry transform to intelligence. At present, it has established cooperative relations with more than 300 partners. Wang Jun, chief operating officer of Huawei's intelligent vehicle solution BU and president of the intelligent driving solution product line, said.

Tianfeng Securities believes that Huawei's intelligent vehicle industry chain has medium- and long-term investment value. Guangzhou Automobile Group, Changan Automobile, Beiqi Langu and other car companies that jointly build sub-brands with Huawei HI, Great Wall Motor, Geely Automobile, SAIC Motor and other car companies that have strategic cooperation with Huawei, Huawei intelligently selected cooperative car companies such as Xiaokang Co., Ltd., Joyson Electronics, Huayang Group, Zhongke Chuangda, and Desay SV Huawei's intelligent cockpit partners are all worthy of attention.

Source: Shanghai Securities News

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