20 million vehicles rolled off the assembly line, with an investment of 150 billion yuan. 5 cars, a high-end brand.

　　Huawei's traffic effect is too obvious. Stained with Huawei, the shares of Celes’ parent company Xiaokang have risen to the sky, rising from about 22 yuan per share to a maximum of 67 yuan, which is more than three times the increase, which is simply last year's CATL, BYD, and Great Wall Motors. Pirated.

　　This time, it is Changan Automobile. Since the mass production plan of Changan Automobile and Huawei’s cooperation product was first announced at the Shanghai Auto Show this year, the stock price has also fluctuated upwards. On May 12, Changan Automobile’s stock once again rose by a daily limit. The wealth effect of 2 daily limits within 3 days was 20 million in Changan. It is even more eye-catching under the background of the off-line.

　　So, what we want to ask is the storm effect inspired by Chang'an and Huawei, which are hyped by the media. In fact, everyone knows the answer. So what is the trigger gene behind it? How far can the two companies work together?

　　Is 　　 "Guangyu"?

　　On May 10th, Zhu Huarong, Chairman of Changan Automobile, stated at the "Changan Chinese Brand’s 20 Million Off-Line Ceremony" event that Changan Automobile plans to invest 150 billion yuan as a whole, focusing on software and intelligent technology from 2021 to 2025. , Low-carbon, new business models, high-tech talents and other future competitive fields.

　　The daily limit of Changan Auto's stock is precisely because the auto brands built by Changan, Huawei, and CATL are also about to emerge. Counting the E11, which will be launched as soon as the second half of this year, this brand new brand will launch 5 models. Moreover, by 2022, Changan Automobile plans to achieve mass production and launch of intelligent networked vehicles with L4 autonomous driving capabilities, and it must become a "future technology mass producer".

　　The gale started at the end of Qingping. In fact, this "big chess" game started in November last year. At that time, Changan Automobile officially announced that in order to comply with the development of the times and the needs of users, Changan Automobile will work with Huawei and Ningde Times to jointly create a new high-end smart car brand.

　　The reporter learned at the time that this brand was built based on the three cooperative CHN platforms. Reporter in "CHN" of "Chang'an, Huawei, Ningde, Tencent Want to Join? In "C Dimension", it has already been explained. In fact, this high-end brand is the true landing of the Changan "AB brand" that has been passed on for several years.

　　At the Shanghai Auto Show on April 19 this year, Changan Automobile Chairman Zhu Huarong once again emphasized that Sanfang will soon launch a future-oriented high-end smart electric vehicle, and the new high-end brand name will also be announced soon. However, it was disclosed last year that Changan Weilai had registered a trademark, and E11 will most likely be named "Guangyu".

　　At this auto show conference, Zhu Huarong also mentioned that Changan Automobile will build three platforms EPA0, EPA1 and EPA2 based on the Ark architecture and CHN architecture. In the next five years, 26 new smart electric vehicles will be launched successively, and the first two smart electric vehicles will be launched. The cars E11 and C385 will be unveiled during the year.

　　According to the official information provided by Changan, during the "14th Five-Year Plan" period, Changan Automobile’s 26 new energy product plans include: Changan passenger brand PHEV 8 models, pure electric EV 6 models; AB brand (that is, high-end brand cooperating with Huawei ) 5 models; 2~3 models of Auchan brand PHEV, 4 models of pure electric EV). In addition, Changan and Huawei’s cooperation model will be put into production at Changan Automobile’s Liangjiang Plant No. 1 with a planned annual production capacity of 20,000 vehicles. The plant is currently undergoing technological transformation.

　　However, despite the fifth Chinese brand day on May 10, Changan’s 20 millionth car roll-off celebration event was held successfully, and Changan will also become China’s first local car company to achieve cumulative sales of 20 million vehicles. However, Changan Automobile is standing at the important threshold of 20 million vehicles, and it should be more cautious.

　　Indeed, from the time when Changan Automobile Chairman Zhang Baolin said, "The era eliminates you, it has nothing to do with you", Changan’s impression to the outside world is that it always maintains a sense of crisis. Therefore, Changan Automobile said in Zhu Huarong's “unswervingly transforming into a smart low-carbon travel technology company, building efficiency and software capabilities as core competitiveness, building a “new car + new ecology” industrial company, and becoming a world-class car brand. Moving forward.” In the process, including the creation of a brand new brand that triggers the stock daily limit and is closely watched, any impetuous and swelling is undesirable.

　　Huawei's attitude

　　Looking back at Huawei. In fact, Huawei's attitude is also very clear. On April 12, Huawei’s Vice Chairman and Rotating Chairman Xu Zhijun stated at Huawei’s 18th Global Analyst Conference that Huawei will cooperate with three car companies to build three car sub-brands. Starting in the fourth quarter of this year, Huawei will Car sub-brands have been launched one after another.

　　These three car sub-brands include BAIC's ARCFOX Polar Fox, and the sub-brands created with Guangzhou Automobile and Changan Automobile. Now, the sub-brands cooperating with Changan Automobile will soon be unveiled.

　　In addition to "helping companies build good cars," Huawei is also busy thinking about how to "help companies sell good cars." The reporter said in "Why Cyrus" that this is tantamount to throwing a bomb. After the Shanghai Auto Show, Huawei channels began to sell Huawei Smart Selection Cyrus SF5, which became a matter of great concern to industry insiders.

　　And this cooperation model was first revealed by Xu Zhijun, "We also designed the'Huawei inside' brand. After everyone sees this brand on the car, they will know that Huawei is involved. Not all cooperative cars will have this LOGO. Only cars that use Huawei's autonomous driving technology will have this LOGO."

　　However, regarding the concerns that Huawei’s actions have brought to the industry, the commune article "Huawei sells cars, the most panicking thing is not Tesla丨C Dimension" has been analyzed, and the “Huawei cars” mentioned in the automotive industry should actually be divided into Two levels: one is the existing joint model, such as this time co-founding a brand with Changan; the other is the "Huawei brand car" that has been speculated for a long time. "Huawei sells cars" does not become an ironclad proof that "Huawei builds cars".

　　Whether it is from the characteristics of sales channels or the number of stores, Huawei still lacks the ability to challenge 4S stores. Selling cars in Huawei stores only implements 1S in 4S-Sales sales, and even Service services may not be fully implemented. Other S projects must rely on other repair center networks, which can hardly understand the entire sales-service-after-sales industry chain.

　　Moreover, although Huawei has five-digit offline channels, according to the latest information disclosed by Huawei, the number of offline channels that were transformed by Huawei to sell cars in the early stage may not necessarily have as many as five-digit offline channels. Combining the depth and quantity, you will find that Huawei's car sales channels are large and not specialized. As Huawei’s rotating chairman Hu Houkun reiterated not long ago, Huawei’s position in the field of smart cars is a component supplier. This is very clear.

　　Although, after Apple's high-profile officials announced that they would enter the car, Xiaomi Lei Jun also vowed to build the car in the cheers of rice noodles, many people guessed that Huawei could not sit still. But this cannot be an absolute reason for "Huawei to build a car." However, the issue of Huawei's car sales has had too strong an impact on the channels of the auto industry, and it has also caused fermentation in the industry. In the near future, I believe we will see more changes.

　　In this three-changing environment, the cooperation between Changan and Huawei has allowed us to see the grand fusion of the auto industry in the face of "big changes unseen in a century." No matter who is leading this, it is not the main problem. Because observing with old thinking, you may not be able to understand the new trends of the industry. What we need is to "see the power of Chinese brands" isn't it?

　　Putting aside the narrow separation of "tradition" and "new forces", we can see that in the face of Tesla's rapid progress, including Volkswagen MEB (which will become an SSP platform in the future), Toyota e-TNGA, GM BEV3, As well as the E-GMP pure electric platform of Hyundai Motor, the GEP2.0 platform of its own brand China GAC ​​Aeon, the vast architecture of Geely, etc., the era of competing smart pure electric platforms is coming, and Changan-Huawei-Ningde has a long way to go. There is a way to go, but the curtain has already begun.