Huawei, which has its own traffic physique, is staging hot events one after another in the automotive circle.

　　Since Huawei and Jihu jointly released the first Huawei Inside smart pure electric car BAIC Alpha S (Huawei HI version), the news of Huawei's car building has begun to frequently scan the screen. At the same time, when Huawei and Cyrus began to sell cars offline, it became another hot spot that detonated the capital market.

　　The auto stocks that have a close relationship with Huawei have also started the "bomb at one point" model. Almost all of Huawei's automotive concept stocks, including BAIC Blue Valley and Xiaokang, have tasted the soaring daily limit. Take BAIC Blue Valley as an example. In April of this year, even though its total sales volume was only more than 1,000 vehicles, its stock price still increased by 63.24%. And the share price of Cyrus Motor's parent company Xiaokang shares has risen by more than 200% since 2021.

　　Huawei, which has repeatedly emphasized that it does not build cars, seems to have become a weight for the automotive industry to increase its competitiveness. "Huawei brand car" has become a sexy label. Almost all traditional car companies have begun to move closer to the "Huawei series" and enter Huawei's circle of friends.

　　How long will the "Huawei car concept stock" be popular? With the help of Huawei, can these traditional car companies really have a second spring?

　　Backing on Huawei is so cool

　　For many car companies, Huawei seems to have the magic of turning stones into gold.

　　Since joining hands with Huawei, Cyrus has jumped directly from an obscure edge brand to a "top-tier".

　　“Many people come to the store to watch cars every day. Now the order for Cyrus Huawei Smart Selection SF5 is close to 10,000 units.” On May 18, the staff of Huawei’s flagship store on Nanjing East Road told Future Auto Daily, because the manufacturer It is produced according to the order, and the car is ordered now, and it will not be delivered until September at the earliest.

　　The more intuitive data comes from the comparison with the champion and runner-up on the sales list of new energy vehicles. According to data from the Travel Association, in April this year, Hongguang MINI EV sold 26,592 units, followed by Tesla Model 3 with 6,264 units.

　　This means that if all of Cyrus’s bookings are converted into delivery, then since Huawei announced on April 19 that it will sell Cyrus cars in offline stores, in just one month, Cyrus will be at the forefront of the sales list. , It can even compete with Tesla Model 3.

　　Source: Ceres official

　　It is foreseeable that this number will increase as the number of Huawei offline stores increases. According to the information on Huawei's official website, more than 10 cities will be added to cities such as Beijing, Guangzhou, Chongqing and Jinan for test drive before May 30.

　　On May 18th, the staff of Huawei’s flagship store in Beijing Gemdale Center told Future Auto Daily that the actual car will arrive in the store in the next two days. In Beijing, there will be two Huawei flagship stores selling Cyrus Huawei Smart Selection in advance. SF5. In addition to the above-mentioned stores, there is also a Huiju Center store in Daxing.

　　Almost overnight, the original name Cyrus became a hot car brand. In fact, as early as April 2019, Cyrus released the model SF5, which has two versions, pure electric and extended range. At that time, it did not attract much attention in the car circle. Data show that the cumulative sales of Cyrus in 2020 are only more than 1,000, and the cumulative sales in January-February 2021 are only 179.

　　The once bleak sales have caused Hsiaokang shares to suffer heavy losses. In 2020, the net profit loss of Xiaokang shares reached 1.729 billion yuan, a significant loss from the 67 million yuan in 2019.

　　Hand in hand with Huawei has completely reversed this situation and brought real money returns to Xiaokang shares. Since the beginning of April, the well-off shares have risen by more than 150%, and they have naturally become "dark horse stocks." During November last year, its stock price was still hovering around 10 yuan, and now the stock price has risen to nearly 60 yuan. As of press time, the market value of Xiaokang shares is 75.03 billion yuan.

　　Not only Cyrus, Huawei also allowed BAIC Blue Valley to achieve "contrarian growth." On April 17, BAIC Blue Valley officially released the Alpha S Huawei HI version. Subsequently, from 19th to 21st, for three consecutive trading days, BAIC Blue Valley’s daily closing price increase deviated by more than 20%. As of press time, BAIC Blue Valley’s share price has risen from 12 yuan on April 16 to 18.87 yuan today, with a total market value of 65.925 billion yuan.

　　Source: ARCFOX official

　　Corresponding to the high market value is the dismal performance of BAIC Blue Valley. In 2020, the sales volume of BAIC New Energy, a subsidiary of BAIC Blue Valley, was only 25,914, a year-on-year decline of 82.79%. In the same year, the net profit loss attributable to shareholders of listed companies was 6.482 billion yuan, a year-on-year decline of 7145.36%. In the first quarter of this year, the loss doubled from the same period last year to 854 million yuan.

　　In addition, the share prices of car companies such as Changan Automobile and Dongfeng Motor have all realized their rise with the help of Huawei. When traditional car companies meet Huawei, it seems that they can always trigger the "dead tree in spring" effect.

　　"Huawei does not build cars, but it will help customers build good cars." Huawei's attitude and positioning have established its position and popularity in the car circle. As a result, we see that major car companies have thrown olive branches to Huawei. Huawei can always be found among the partners of BYD, Great Wall Motors, and Geely.

　　Compared with other technology companies, Huawei's "curative effect" is obviously more significant. Xu Zhijun revealed that Huawei will cooperate with three traditional car companies, BAIC, Changan, and Guangzhou Automobile, in the form of "Huawei Inside" to build three sub-brands respectively.

　　Huawei does not help emergency

　　However, the benefits and excitement brought by holding Huawei does not mean that traditional car companies can sit back and relax.

　　According to Huawei’s official statement, the logic of “not touching the whole car” is that the industry needs Huawei’s ICT capabilities, not the Huawei brand. At present, Huawei's full-stack autonomous driving solution HiCar also has the capabilities of chips, operating systems, and perceptual hardware. It can skip hardware integration and directly incarnate Tier 1 manufacturers in direct cooperation with the vehicle.

　　Take Beiqi Jihu as an example. On the eve of the Shanghai Auto Show, the actual road test video of Beiqi Jihu Alpha S equipped with Huawei's autonomous driving solution took the lead in detonating the network, and also let the industry see Huawei's capabilities in the field of autonomous driving. In this cooperation, Huawei provided a one-stop solution including networking capabilities, chips, operating systems, and car cloud management.

　　Source: Huawei official website

　　Huawei hopes to rely on its advantages in software to cooperate with more car companies. However, for this cooperation model, Xiaopeng Motors CEO He Xiaopeng suggested that it is not a long-term solution. "I used this model (cooperated by car companies and Huawei) before at UC, and later died miserably." He Xiaopeng said bluntly in an interview with the media at the Shanghai Auto Show on April 19.

　　In his view, auto companies relying on Huawei is like the mobile phone industry handing over the operating system to others. This kind of cooperation is very challenging, and Apple’s vertical integration model has the advantage of software and hardware integration. Take the core competitiveness in your own hands.

　　As much as the development potential of the autonomous driving field is, the market competition will be fierce. As early as 2019, 40 domestic models adopted Bosch's ADAS technology. Since the beginning of this year, technology companies such as Xiaomi, Didi, and 360 have begun to expand their tentacles into the field of smart cars, and DJI and other technology companies have also begun to flood in.

　　In this personal game of self-driving cars, new cars took the lead to seize the high ground of intelligence. In terms of hardware that He Xiaopeng valued, Huawei did not participate much, and the cooperation with BAIC New Energy Polar Fox was mainly at the software level.

　　"For car manufacturing, Huawei does not have much advantage in hardware, and some disadvantaged car companies are also worried about becoming a foundry." In the opinion of an independent brand executive, Huawei and car companies are still in the process of cooperation. There is a process of gambling with each other.

　　This cooperation between Cyrus and Huawei, although it has gained attention and sales in a short period of time. But in the long run, whether it can continue this momentum still depends on its own product strength and subsequent competitiveness. At the same time, when Cyrus is overly dependent on Huawei, in the future, Huawei will not only sell its cars as the Cyrus brand.

　　At the recent Huawei Greater China Channel Summit, Huawei revealed that Huawei’s smart car sales target is 300,000 units in 2022. In the future, other Huawei-enabled brand vehicles will also enter the Huawei Smart Selection platform. It is expected that two SUV models will be released in the fourth quarter of this year.

　　According to Huawei's plan, at least 2-3 Huawei Smart Select cars will be displayed in the store in the future. When more powerful brands enter Huawei's smart selection platform, Cyrus' advantages and attention will also be diluted.

　　Today’s smart car market is already full of giants, and all new players are also gearing up. In a market where the sword is popular, consumers will vote with their feet. For some disadvantaged brands, it is obviously difficult for Huawei to have the last laugh.