AutoBeta(AutoBeta.net)06/28 Report--

Chi Linchun, president of Huawei Smart car Solutions BUMarketing and sales Services, reiterated that Huawei "does not build cars" at the China Automotive Industry Development Summit Forum on June 28, adding that "Huawei will not control any automobile mainframe factory, even 1%".

Chi Chunlin said that Huawei does not build cars, there is a lot of consideration. According to it, first of all, Huawei ICT (Information and Communication Technology) has huge commercial interests in the European market, of which Germany is the most important market for Huawei's ICT business, while Germany's pillar industry is the automobile industry, which will compete directly if Huawei makes cars. In addition, cars are very different from mobile phone terminals. At present, Huawei does not have the strength to build cars, and it also needs huge capital to build cars.

Although Huawei has repeatedly reiterated that it does not build cars, it also has a lot of layout in the auto industry. On the eve of the opening of the Shanghai auto show, the BAIC polar fox ARCFOX brand brought the ARCFOX α S Huawei HI version, which is in close cooperation with Huawei, with an advance price of 38.89-429900 yuan. It is understood that the model is equipped with Huawei self-driving technology, equipped with Huawei smart car solution, integrated Huawei intelligent high-order autopilot system, Hongmeng OS Smart + connected cockpit and so on. This model represents Huawei's highest level of self-driving at present.

At the Shanghai auto show, Huawei unveiled the smart SF5, Huawei's first smart car, which is positioned as a high-performance electric-drive coupe SUV, with two-wheel-drive and four-wheel-drive models priced at 216800 yuan and 246800 yuan, respectively. Thanks to the participation of Huawei, the popularity of Cyrus Huawei's smart selection of SF5 has gone up, ordering more than 3000 cars in two days, and the stock price has also triggered the limit many times.

In the context of Baidu, Xiaomi, 360 and other companies have entered the bureau to build cars, Huawei's performance is indeed some different, it has repeatedly reiterated that it will not enter the whole vehicle manufacturing, using high-quality parts to help car companies build good cars. Huawei is the only one of the world's top 500 companies that is not listed on the stock market, so there is no case of driving up the share price by building cars. Instead, through the company that partnered with Huawei, the market capitalization of BAIC Blue Valley and Xiaokang shares have reached record highs. Changan Motor has also risen sharply.

Although the concept of Huawei has been blessed and the share price continues to rise, the performance of the two car companies is not optimistic. Take Xiaokang shares as an example, Chongqing Xiaokang sold 27959 vehicles in May, up 31.19% from a year earlier, of which 3038 new energy vehicles were sold, up 75.51% from a year earlier. Although the sales of well-off new energy in Chongqing have risen sharply, its main selling model is not Cyrus Huawei's smart SF5. Selis SF5 sold just 204 cars in May, compared with 129 in April, according to figures released by Zachti.

It is important to note that Cyrus Huawei Smart SF5 did not start delivery until the end of May, and it is normal for sales to fall short of expectations, so sales of Cyrus SF5 in June are expected to rise to a higher level. But then again, it's hard to say whether Cyrus SF5, a technology blessing for Huawei, can turn around. After all, for most consumers, buying Selis SF5 values Huawei's technology more than Selis's brand awareness.

For Huawei concept stocks such as well-off shares and BAIC Blue Valley, Huawei has a good driving force both in the product end and in the market, but the enterprise's own technology and product core competitiveness is king. Whether it can still have a foothold in the market for a long time when the halo of Huawei is removed.

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