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華為近期宣佈,與奇瑞聯手打造的首款車型將在三季度亮相,並將首次搭載HarmonyOS 4,是華為智選車業務首款純電轎跑。華為和車企合作方式主要有三種:1)標準的零部件層面的合作,與傳統tier1零部件供應商無異;2)Hi模式,與車企合作深度程度高於傳統零部件廠商,參與產品配套銷售,如華為與北汽、長安汽車(000625.CH)合作,分別推出北汽極狐阿爾法S Hi版、長安阿維塔11;3)智選模式,除了零部件供應以外,華為還參與產品設計+營銷管理,目前合作的車企包括賽力斯(601127.CH)和江淮(600418.CH),已推出的車型包括問界M5,M7,和即將上市的江淮瑞風MPV RF8。



撰稿: 章晶 研究分析員
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