Two days after Xiaomi’s first model SU7 went on sale, Huawei’s smart car selection cooperation with car companies also ushered in significant progress.
On the morning of March 30th, Yu Chengdong, managing director of Huawei, CEO of BG and chairman of BU, a smart car solution, issued a document on his Weibo platform, saying that Zhijie S7 started large-scale delivery. "A large number of Xinzhijie S7 have left the production line and are on their way to delivery to users!"
Previously, Huawei and Chery’s smart car selection, the delivery of Zhijie S7, has been criticized by the market. Yu Chengdong recently publicly responded at the committee of 100, and the vehicle delivery will return to normal in April.
In addition to the large-scale delivery of Zhijie S7, Huawei and BAIC’s first smart car, Enjoy the World S9, has also made significant progress. According to informed sources, the model will be publicly unveiled at the Beijing Auto Show at the end of April.
Zhijie S7 opens mass delivery.
Yu Chengdong issued a document in Weibo, saying that Zhijie S7 has started mass delivery, and a large number of new Zhijie S7 have left the production line and are on their way to delivery to users.
He said that as the first smart car in HarmonyOS Zhixing, Zhijie S7 is a C-class medium and large luxury car that young people like very much. "In addition to the ultra-high’ room rate’, the luxurious Zhijie S7 also carries eight Huawei black technologies, including Turing chassis, parking and driving, etc. It is an ultra-safe smart car equipped with super black technology."
It is reported that Zhijie S7 is the first smart choice model jointly developed by Huawei and Chery. It is positioned as a medium-sized and large-sized pure electric coupe. It was officially launched on November 28, 2023, and four versions of models were launched, with the price range of 249,800 ~ 349,800 yuan.
According to the data, Zhijie S7 is equipped with Huawei’s technologies or functions, such as Huawei ADS2.0 advanced intelligent driving system, a new generation of HUAWEI DriveONE power platform, Huawei Turing intelligent chassis, HUAWEI xMotion intelligent body collaborative control system, etc., with high "Chinese content".
However, after the listing, the delivery status of Zhijie S7 has been unsatisfactory, and the market has also criticized it.
At the China Electric Vehicle committee of 100 Forum (2024) in mid-March, Yu Chengdong publicly responded to the reasons for the slow delivery of Zhijie S7. He said that the reason why Huawei cooperated with Chery in Zhijie S7 was that the chip was out of stock and the factory moved, which delayed the listing and mass production. He expected that it would return to normal in April.
Enjoy the world S9 or make an appearance soon.
In addition to the breakthrough in the delivery bottleneck of Zhijie S7, the first intelligent selection model of Huawei and BAIC, Enjoy the World S9, also sent important information.
On March 29th, the official Weibo of Xiangjie Automobile was launched, and it has been certified by the official organization (Blue V). However, at present, the account has not published anything. A person familiar with the matter told reporters that Enjoy the World S9 will be officially released in the near future, and will be publicly unveiled at the Beijing Auto Show at the end of April.
On March 13th, the Ministry of Industry and Information Technology announced the announcement of new products for road motor vehicle manufacturers and products, and enjoyed the first public appearance of S9.
At that time, the model declared a total of three models, all of which were pure electric car models. In the declaration drawing, the word "Enjoy the Bound S9" appears at the position of the sign at the rear of the vehicle. According to the application information, the car is positioned in a medium and large car, and the length, width and height of its new car are 5160/1987/1486mm and the wheelbase is 3050mm respectively.
On the other hand, in terms of appearance, Enjoy the World S9 has very obvious characteristics of HarmonyOS’s intellectual family, and many people call it the "enlarged version" of Intellectual World S7. According to a previous survey, the internal pricing of Enjoy World S9 is 300,000 ~ 500,000 yuan, and the follow-up model planning of Enjoy World includes but is not limited to recreational cars, SUVs and other products. () The planned annual production capacity of smart cars is 300,000.
The harvest period of smart car business comes.
In the industry’s view, Huawei’s smart car business has gradually entered the harvest period.
On March 29th, Huawei announced its 2023 financial report. The data shows that in the past year, Huawei’s smart car solution business achieved sales revenue of 4.7 billion yuan, a year-on-year increase of 128.1%.
This is also the largest increase among Huawei’s five business segments. In this regard, Huawei said that "the smart car solution business has begun to enter the stage of scale delivery".
It is worth noting that Huawei’s financial report data for the first half of 2023 shows that its smart car solution business revenue in the first half of the year was only 1 billion yuan. This also means that Huawei’s business segment achieved explosive growth in the second half of last year.
In fact, this is closely related to the surge in brand sales since the second half of last year. Before September last year, Huawei and () cooperated with the smart car brand to stand on the edge of the cliff. However, with the launch of the new M7 in September last year, the world has successfully achieved a "counterattack" and sales have been rising all the way. Yu Chengdong then commented on the sales of Huawei’s new M7 with "It’s not easy to come back to life".
According to the latest delivery data, in February this year, Wenjie brand delivered a total of 21,142 new cars, surpassing LI for two consecutive months, becoming the new domestic sales champion. The cumulative order of the new model M9 from listing to now is close to 60,000.
Founder Securities predicts that with the start of scale delivery on February 26th, the sales volume of its brand is expected to continue to climb upward from March to June, and start to contribute to stable sales. The agency estimates that the comprehensive average price of this model is expected to reach 518,000 yuan, which will greatly boost the overall brand average price and profitability.
At the Auto committee of 100 Forum (2024), Yu Chengdong revealed the latest operation of the smart car selection business: Thanks to the hot sales of models developed in cooperation with car companies, Yuehua’s smart car selection business has turned losses into profits in the first three months of this year, and the car BU is close to breakeven. It is expected to turn losses into profits after April.