Towards the end of the year, we are deeply aware that the competition in the car market this year is very bad.
In the current price war, not only no one can do well alone.
With the continuous change of consumption trend, car companies’ grasp of the market is also out of order.
After several market purges, I thought that the market pattern had been settled.
The confrontation between traditional big factories and new forces will enter a state of mutual checks and balances.
However, various signs are still emerging to the outside world, and everything is still in a cruel reality full of variables.
Especially after Xiaomi and Huawei are deeply involved in the automobile industry, too much uncertainty has made it difficult for many car companies to “survive”.
No one can give a clear suggestion on the future trend of the car market, whether to choose the front hardy, or to defect and build the ecology together.
However, standing at this node that is not easy to survive and watching the huge volume around them, all the enterprises that cooperate with them have tasted the benefits, who dares to say “do not envy”? Needless to say, under the leadership of Huawei, Cyrus, BAIC, Chery and Jianghuai have made a name for themselves with the “four worlds”.
When Avita and Lantu also use their names to get traffic passwords, I believe that taking advantage of this east wind is the right decision right now.
Those so-called soul theories only need to exist in “mouth hi”, hugging Hua for thighs is true.
In view of this background, although GAC and Huawei have been working together for a long time, it is obviously not enough to regard Huawei as a parts supplier.
Today’s move means that GAC wants to unite with Huawei.
From the outside, it must have something to do with the development of the enterprise and the preservation of its market position.
Development is still inseparable from Huawei, “Huawei is the strongest plug-in of traditional car companies.
” Regardless of whether the car companies admit it or not, in my opinion, this is the current consensus of the industry.
Since the beginning of this year, how many car companies have benefited a lot from their relationship with Huawei has been put on the table.
From far ahead to far ahead, even though Huawei still insists on not building cars, consumers’ attitudes towards new cars that Huawei is involved in development have attracted them, at least when it comes to paying for them, without hesitation.
Can GAC pretend not to know about this? Obviously not.
Therefore, today, GAC has chosen to strengthen cooperation with Huawei, and the reason is not difficult to guess.
As early as July 2021, GAC Ean reached a partnership with Huawei on AH8 models.
The plan will be based on GAC AEP3.
0 chassis platform, Huawei CCA (Computing and Communication Architecture) to build a new generation of smart car digital platform, equipped with Huawei’s full stack smart car solution, joint definition, joint development, and jointly build a series of future-oriented smart vehicles.
But for a long time, compared with the car companies that cooperate with Huawei, GAC has been in a momentum of going hand in hand with the quality of sales and revenue.
Relying on the “two fields”, making money is the same as playing.
relying on the first-mover advantage, GAC has repeatedly set new highs for traditional car companies selling new energy vehicles, which can be regarded as outperforming all their peers.
No wonder GAC announced on March 27th last year that the planned GAC Ean AH8 project would be changed from “joint development with Huawei to independent development”, Huawei’s identity would be changed from a partner to a supplier, and the project investment would be increased from 925 million yuan to 1.
233 billion yuan, all self-financing.
Of course, more importantly, under the premise that the basic market is firmly held and the expansion momentum is good, the Guangzhou Automobile Association believes that GAC R&D CENTER’s own R & D experience accumulated in the electrification process is enough to provide support for the upward development of the entire group.
However, I said at the beginning of the article that the severity of market competition this year has really exceeded the expectations of most people, and it must have exceeded GAC’s expectation of the severity of the market.
Under the siege of a large number of Chinese brands, the living environment of joint venture car companies has taken a sharp turn for the worse, and the idea of “not making profits and simply seeking sales” has become a luxury.
As a result, Guangzhou Auto Toyota and Guangzhou Automobile Honda can share worries for the group on the momentum of a lot of weakness.
On the other hand, just because the whole industry’s attention to new energy vehicles such as plug-in and extended range has been raised to a new height, Ean, which puts all its business focus on pure trams, has immediately entered the bottleneck of development.
If the trap is to be lifted, if it cannot be reached within a short period of time, it means that the group itself needs to find new breakthroughs in other ways.
Perhaps GAC, like its competitors who cross the river by feeling the stones, cannot guarantee 100% of whether the cooperation with Huawei can really produce the chemical reaction it expects.
However, the purchasing power of Chinese consumers inspired by Huawei is really scary.
In addition, as the real experience brought by intelligent devices is increasingly seen as the main incentive for consumers to buy cars, Huawei’s advantage in this field has also been magnified to a height never seen before.
If you want to get back to the top, GAC has no better choice at this time.
The deepening of cooperation is not a peace of mind.
In fact, earlier this year, we saw that Chuanqi, as the main body of GAC MOTOR, announced the joint innovation plan of Chuanqi Huawei.
Chuanqi i-GTEC (PHEV) will be equipped with Huawei smart driving system ADS 3.
0, a new generation of Hongmeng cockpit, and a number of cooperative models will be launched in 2025.
And GAC Toyota also joined Huawei to create an intelligent ecology, and installed a new car engine system for its models.
From these actions, it is not difficult to see that GAC intends to strengthen its cooperation with Huawei.
But again, GAC is not a car company that is unable to build its own advantages in the market struggle.
First, after many iterations, GAC can be self-sufficient in the existing technology fish ponds, from the three electric technology to the electronic and electrical architecture, and even the rejuvenation of the pure electric platform.
second, GAC has independently developed the ADiGO smart driving interconnected ecosystem since 2019, including ADiGO SPACE intelligent cockpit system, ADiGO PILOT intelligent driving system and so on.
Since the beginning of this year, with these technological advantages, the second-generation AION V, RT and other models launched by Ean have put the label of “smart driving rights” on the core advantages of the products.
In other words, even without the help of Huawei, GAC is confident that it can compete with its competitors in the pure tram field.
That being the case, what is the purpose of GAC’s announcement of signing a deepening cooperation agreement with Huawei this time? And in what way will it be in power?What about Hengxin’s cooperation and the development between its own brand Ai ‘an? “Build a new high-end smart new energy vehicle brand.
” This is the most shocking message I have received from this signing.
In other words, Ai ‘an may still maintain its existing dual-brand operation.
In addition, GAC will build a new product carrier based on the technology provided by Huawei.
Despite the existing news, GAC will not take advantage of the opportunity to create a fifth “X world”.
But according to this plan, you have to say that the outside world really cannot imagine how different the new brand under the cooperation between the two will be from the world of inquiry, intelligence, enjoyment and respect.
At most, in cooperation, the degree of resource tilt between the two sides will differ.
Does China’s auto market still need a new car brand? On this topic, the market has long given the most definite answer.
With the deaths and injuries of new force car-making brands in just five years, hundreds of cuts can be counted on one hand.
Everything shows that the digestive capacity of China’s auto market is really limited.
At this stage, seeing that the Group’s profitability cannot be compared to that, we can understand GAC’s anxiety.
Strengthening cooperation with Huawei and even launching new brands is nothing more than trying to get back a wave of blood for yourself as soon as possible.
However, based on decision-making, compared with all car companies that have in-depth cooperation with Huawei, it is well known that Celis, Chery, BAIC and Jianghuai lag behind GAC in promoting their own new energy development, at least in the expansion speed of the pure electricity market.
What’s more, through the just-concluded Guangzhou Auto Show and the move of GAC headquarters to move into Panyu, for the next development, Ai ‘an will definitely think of returning to the level of more than 400,000 vehicles per year in 2025 with the new cars RT and UT.
Hao Platinum also made early preparations to use the listing of HL as an opportunity to join the range-increasing army.
In the past November, according to Ean’s own sales data, the entire Ean’s sales have returned to the level of 40,000 vehicles per month, reaching 42301 vehicles, of which Haopin also sold 3161 new vehicles.
It can be seen that GAC’s new energy business has made small achievements in terms of self-generation.
At this time, in my opinion, even if the specific implementation of the cooperation has not been disclosed in many details, the biggest problem left for GAC to solve is that after binding with Huawei, the key to consider is whether there will be internal conflicts among its brands, and whether there will be any subsequent development failure due to uneven distribution of resources.
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