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According to several media reports, Huawei's Chery, BAIC and Jianghuai models may all adopt the AITO logo, when Huawei's smart car selection model will be further expanded.

At the end of November, there was news in the market that BAIC and Huawei had jointly developed a new model, which would adopt a cooperation model similar to Huawei's smart selection, with Hongmeng smart cockpit, intelligent car control and intelligent driving technology provided by Huawei. And sell it in Huawei stores. According to people familiar with the matter, the new car will be developed based on the existing platform of polar fox, but will not continue to use the polar fox brand, and the new car will go on sale in 2024. In response to the news, BAIC Jihu responded to the media at that time: "there is no relevant news yet."

With the cooperation between Huawei and Chery, in September, Chery said that the model to be partnered with Huawei Smart car would be based on the codenamed E0X platform, and the first model would be a medium-sized new energy sedan completely comparable to BYD. At present, the two sides have planned at least five high-end smart electric models, including E03, E0Y, E05 and other models, which are expected to be released one after another from next year.

As for the cooperation between JAC and Huawei, when talking about the possibility of cooperation with Huawei, JAC said: "We do not rule out cooperation with Huawei, because the cooperation between JAC and Huawei has always been relatively pleasant." the two sides have always had a very good cooperative relationship. In the cooperation mode, Jianghuai Automobile staff said that it is not certain at present, and that more possibilities will not be ruled out in the future.

According to the concerned statistics of the automobile industry, up to now, there are three modes of cooperation between Huawei and automobile companies, namely, selling soft and hard parts to automobile companies, that is, Huawei simply acts as an upstream supplier, providing standardized parts to manufacturers; Huawei Inside (HI) model, that is, cooperation in developing and customizing complete full-stack solutions such as self-driving and intelligent cockpits. Huawei smart car selection model, that is, Huawei is deeply involved in product definition, vehicle design and channel sales. In short, the main difference between the three cooperation models lies in the depth of cooperation, among which the most involved is the "Huawei Wise selection" model.

At present, the only car company to announce cooperation in the "Huawei Smart selection" mode is Cyrus. In April 2021, Cyrus officially reached a partnership with Huawei, and the two sides signed a memorandum of cooperation in the field of new energy vehicles, followed by the launch of the first cooperative model, "Cyrus Huawei Smart selection SF5", with a price range of 21.68-246800 yuan. The car is sold in both Huawei's online and offline stores. Since then, Cyrus has also carried out a second cooperation with Huawei to launch the high-end new energy brand AITO.

Data show that by the end of November, Selis's delivery this year increased by 721.68% to 69884 vehicles compared with the same period last year, of which November Selis sales were 8262, an increase of 335.07% over the same period last year, down 31.3% from the previous month, which was the first month-on-month decline since delivery in March. AITO officials said that it was mainly affected by repeated epidemics and tight supply chains. In particular, in November, the epidemic in Chongqing and other places brought certain pressure on the production and delivery of enterprises. Cyrus Chongqing factory, some AITO user centers and some Huawei experience stores were greatly affected.

If many brands adopt the "AITO" logo in the future, it means that the mode of "Huawei Smart selection" will enter a period of high-speed expansion, when Cyrus may face certain competitive pressure.

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