Once a week on the headlines, it seems to be written into the OKR of Huawei’s automotive business …… A few days ago Changan just said Huawei will provide R&D, channels, services, ecology and other full value chain assistance for Changan’s high-end new energy brand, this week, Ceres Huawei Smart SF5 will also hold the first delivery ceremony for owners.
Every rumor about Huawei making a car will drive a group of Huawei concept stocks to take off, to the outside world, Huawei making a car may be a matter of time, and from a realistic point of view, Huawei does not make a car, but it is better than making a car ……
Extreme Fox – Huawei’s technology model
At the Shanghai Auto Show, two Huawei-related models sparked widespread interest.
On April 17, ARCFOX Extreme Fox, a new energy brand of BAIC, held the Alpha S launch event, and the two models of Alpha S Huawei HI Edition were pre-sold at RMB 388,900 and 429,900 respectively. The Alpha S is the first domestic mass-produced vehicle equipped with three LIDARs and the first luxury intelligent electric sedan with Huawei HI logo.
A 7-minute video of Huawei’s autonomous driving on the actual road shows that Huawei’s autonomous driving system can identify traffic lights and analyze complex road conditions to determine the driving plan independently. In the words of Huawei’s rotating chairman Xu Zhijun, Huawei is able to do 1000 km without intervention in urban areas, much better than Tesla, and Zhou Hongyi also commented that Huawei is the “Tesla killer”.
In addition to the self-driving solution, Alpha S Huawei HI version for the first time equipped with Hongmeng OS intelligent Internet system, built-in navigation, music, video and other 23 ecological applications, and support the connection with Huawei cell phone ecology.
After BAIC, Huawei hopes to empower car companies with ICT capabilities in the future to create the “Huawei Inside” technology label, and Huawei Inside will appear on the cars of Guangzhou Automobile and Changan.
In addition to the Huawei technology capabilities on the Polar Fox, Huawei has actually built a whole set of intelligent and new energy vehicle solutions. From this perspective, Huawei’s role in the field of new energy vehicles seems a bit like Bosch.
However, a clear difference between Huawei and Bosch is Huawei’s layout in the end consumer market, and based on this aspect of its capabilities, Huawei has been able to connect with the automotive industry from another angle.
Ceres – Huawei’s second path
On April 20, Huawei announced that Sailis Huawei Smart SF5 was officially admitted to Huawei flagship store and booked through Huawei Experience Store, Huawei Mall and Sailis official APP channels. In one week’s time, the number of orders for Celis Huawei Smart SF5 has exceeded 6000.
Of course, compared to the Tesla ModelY, which broke 100,000 orders in one day, and the Xiaopeng P5, which broke 10,000 orders in 53 hours of opening pre-sale, the SF5’s achievement does not seem to be outstanding. However, before the launch of Huawei Smart Edition, the cumulative sales of Celes SF5 in the first 4 months of this year were less than 300 units ((according to the data of the Passenger Association). Based on the factory’s current capacity, many orders will take two months to be delivered.
By the end of 2020, Huawei’s consumer business has established a global presence including 12 flagship stores and more than 5,000 experience stores, receiving more than 80 million users. Such a huge offline sales network has undoubtedly opened up a new battlefield for Huawei in the automotive industry. According to Tencent’s “Deep Web” report, Huawei plans to expand Huawei experience stores capable of car sales to more than 1,000 by the end of the year, and achieve the goal of selling 300,000 units annually next year.
It is understood that after Ceres, and Huawei cooperation to sell cars also include BYD, BAIC, Mercedes-Benz and Changan. In terms of sales share, Huawei’s share with car companies is about 10% of sales. According to Huawei’s annual sales target of 300,000, assuming a price of 200,000 per car, Huawei only sell cars, a year can bring 6 billion yuan of revenue.
Huawei “concept shares” carnival
Huawei has more than once stressed its position of not making cars, but the outside world is always willing to believe that Huawei is a bluff. Every time the wind blows, the “Huawei concept stock” will usher in a frenzy.
As of May 21, Xiaokang (601127) closed at 57.67, almost doubling its closing price of 29 on April 16, the last trading day before the Shanghai Auto Show.
BAIC Blue Valley (600733) closed at 18.89 on May 21, up nearly 51% compared to its closing price of 12.51 on April 16.
May 20 Changan announced that Avita Technology will and Huawei and Ningde Times to jointly develop intelligent electric vehicles, May 21 Changan Automobile (000625) shares rose 8.46% directly. And this has become another potential harvest of the car company’s cooperation with Huawei.
Huawei “do not make a car” statement is not difficult to understand, after all, the car needs tens of billions of levels of capital investment, for the current cell phone business suffered a downturn in the Huawei, cell phone business blood-making capacity is not enough, rashly invest a large amount of money to build a car does not have a small risk. On the contrary, both Huawei Inside and Huawei Smart, not only can bring considerable income, but also can accumulate more experience for Huawei in the field of vehicle manufacturing and vehicle sales. Once the time is ripe, all these experiences can become a solid reserve for Huawei to build cars. From this point of view, at least at this stage, Huawei may continue to wander in the edge of car-making and not car-making, with an innovative model to redefine what is meant by “not making a car but better than making a car”.
Posted by:CoinYuppie，Reprinted with attribution to:https://coinyuppie.com/how-fierce-is-the-tesla-killer-weekly-orders-break-6000-annual-sales-target-of-300000-vehicles-or-6-billion-in-revenue/
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