AutoBeta(AutoBeta.net)08/07 Report--

According to informed sources, Selis Motors recently carried out a new round of organizational structure adjustment, the newly established AITO interlocutor business group. It is understood that the purpose of this adjustment is to further improve management efficiency and respond quickly to decision-making, so as to focus on core business and promote innovation and development.

In the past July, most new energy vehicle companies have handed over relatively good results, of which the ideal car has been stable at more than 30, 000 vehicles in a row, Ulai delivered 20500 vehicles to a record high, and Xiaopeng returned to the 10, 000 delivery mark as Huawei's AITO boundary for deep empowerment. According to data released by the Cyrus Group, Selis car sales in July were 4240, down 45.69% from January to July, a year-on-year increase of 2.09%. It should be noted that Selis announced wholesale sales, which is still different from the sales figures published by Wei Xiaoli and so on.

AITO is the core brand of Selis, which has long accounted for more than 70% of its total sales, which determines its trend in the domestic auto market, and the decline in sales has directly poured cold water on Selis's financial results. Prior to this, Selis Group issued a medium-term performance forecast, estimated net loss of 13.0-1.25 billion yuan in the first half of 2023, is expected to deduct non-net loss of 19.3-1.8 billion yuan.

Selis said in the earnings forecast that sales promotion in the auto industry led to a wait-and-see mood among users, and that users' expectations for the release of the M5 version in the second quarter had a certain impact on the sales of existing models, so the company's sales fell short of expectations in the first half of the year. At the same time, the company maintains high R & D investment in the core technology field of new energy vehicles, and continues to introduce R & D and technical personnel, and R & D expenses increase compared with the same period last year. With the launch of the M5 smart driver version and other new models, as well as an increase in overseas sales, the company's sales and profitability are expected to improve in the second half of the year.

Although life is a little difficult, I still have to live with Huawei. On June 30th, AITO issued an internal letter to all partners entitled "AITO Joint working Group on Marketing Services". The letter said that in order to support the deeper and closer development of the joint business between Cyrus and Huawei, the two sides decided to set up a joint AITO sales service working group, which is responsible for the end-to-end closed-loop management of marketing, sales, delivery, service and other businesses.

Cyrus logo, the establishment of the "AITO Joint working Group" is another milestone in deepening cooperation between the two sides. Huawei said that the establishment of the working group has nothing to do with the right of both sides to speak, but as a whole aims to improve the management of sales, channels and services, and enhance customer experience.

Previously, Huawei was mainly responsible for the pre-sales link, and the soon-to-be-asked models were introduced into Huawei's experience store, intelligent life hall, and so on. These experience centers have only display and sales functions, while the interface experience centers with delivery and after-sales functions are channels established by Selis dealers. The establishment of a joint working group, that is, Huawei joined the after-sales and delivery links, once again improve the degree of involvement in the automotive business, and the smart car selection model is further advanced.

In fact, Cyrus also knows very well that it cannot rely heavily on Huawei. In March this year, Chongqing Cyrus Landian Automobile Co., Ltd. (hereinafter referred to as "Selis Landian") was established with a registered capital of 30 million yuan, which is wholly owned by Dongfeng Xiaokang Automobile Co., Ltd. In the same month, Blue Electric E5 went on the market with a price range of 13.99-151900 yuan. In addition to the car engine using HUAWEI HiCar3.0, Landian E5 no longer Huawei, its core three power technology uses BYD Fudi electric mixing system, and is operated by Dongfeng Fengfeng, and builds an independent sales channel. However, without the aura of Huawei, the market performance of Blue Electric E5 is also very dismal.

At the same time, Selis is no longer Huawei's only option. Today, the first joint model between Huawei and Chery was revealed, which will be the first model with HarmonyOS 4, which will be officially launched this quarter, and the new car logo will not use the "AITO" serial name, but "LUXEED", which belongs to Chery Automobile Company.

At present, Cyrus can only rely on Huawei, but it is not the only company that cooperates with Huawei to build cars, but also BAIC, Changan, Chery, Jianghuai and so on. There will be more cooperation with Huawei in the future. In this context, Cyrus may not be able to dominate in the future, and once it leaves Huawei, it may be nothing. A senior GAC GROUP once told the media, "Don't think that if you cooperate with Huawei, you can become high-end. Huawei can't give all the brands." You can cooperate with Huawei on autopilot, but you can't rely on Huawei. You still have to rely on yourself. "

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