Author |Zhang
Edit |Wang bin
Cover |HarmonyOS zhixing
HarmonyOS Zhixing enjoys the world S9 and Huawei’s full-scene new product launch conference for almost an hour. Yu Chengdong finally took the stage slowly with the shouts of the audience, bringing the third brand new car of Huawei HarmonyOS Zhixing to enjoy the world S9. After losing in the intellectual world, enjoying the world has become the key to whether Huawei can gain a foothold in the high-end pure electricity market.
This year, Yu Chengdong stopped mentioning "far ahead". It is said that it was because of a ban inside Huawei. He denied it, but he never used these words again. In the audience under the stage, someone gave a sign saying "those four words".
Huawei conference screenshot
Yu Chengdong can really afford to be "far ahead". The first half of 2024 is the half year in which Huawei HarmonyOS Zhixing has made great strides. The M9 released at the end of last year was a great success. Since its mass delivery in April, it has been ranked first in monthly sales of cars with a price of more than 500,000 yuan, regardless of body and energy form. It can be regarded as a curve that helped LI complete the KPI of MEGA. At present, the M9 has delivered a total of 70,000 vehicles. At the beginning of this month, the 400,000-th mass production car was officially rolled off the assembly line.
In March, Cyrus’ share price once hit an all-time high of 106.66 yuan, and its market value surpassed that of LI to become the first new force to build cars. He Liyang, president of Celeste, said at the Huawei conference in April, thanks to the great Huawei.
This is not the first car company to praise Huawei so enthusiastically. Also at the Huawei conference in April this year, Yin Tongyue, chairman of Chery, also said that Huawei is a great enterprise and a model for them, and it is indispensable for China to build a good car.
However, the same statement did not bring the same sales volume to the intellectual S7 as the intellectual S7. If the sluggish sales of Zhijie S7 before April can be explained by the shortage of spare parts, after the production capacity resumed in April, the monthly sales of Zhijie S7 still stayed at more than 2,000 units, which can only be described as the cold market. Yu Chengdong had to admit before that the intellectual S7 didn’t sell well, and there was still a big gap in their marketing ability, and the intellectual brand had not been built.
At yesterday’s press conference, the Zhijie S7, which appeared on PPT with three SUVs in the world, was even more shabby. Several models in the world are marked with the sales volume of the covered screen or a large number, and only Zhijie S7 has the first net recommended value (NPS) of the brand.
Positioning the enjoyment S9, which is higher than the intellectual world and more expensive, is another attack of Huawei in the field of pure electric cars, and it is also a key battle that Huawei cannot fail. Some market voices think that the car market is not as good as SUV, and the pure electric car market is even worse, and they have doubts about whether Enjoy S9 can win the luxury pure electric car market. Huawei HarmonyOS Zhixing has not yet proved itself in the field of pure electricity.
Enjoy the world S9/ Tuyuan Weibo, Yu Chengdong
A comparable example is Weilai ET7. The starting price of this pure electric car is nearly 30,000 yuan more expensive than that of the enjoyment S9, and the sales volume in the past two months is about 1,000 units. Since its launch, ET7 has never really established the luxury car market dominated by BBA.
Enjoy the positioning of S9 as a C-class medium and large car, and Yu Chengdong hopes it can leapfrog the D-class luxury car market of Mercedes-Benz S-class, BMW 7 Series and Audi A8. At the press conference, he used the successfully-asked M9 as the platform S9, and the two 9-series models were "Double Nine Flagships, Meet at the Peak".
Restricted by the market performance of pure electric cars in the past, it may be difficult for Enjoying S9 to replicate the sales miracle of Asking M9. The starting price of Enjoy World S9 is 399,800 yuan, which is much lower than the pre-sale price of 450,000-550,000 previously disclosed. At the press conference, Huawei also hired two stars, Huang Xiaoming and Gao Ye, as "brand friends" for Enjoyment, and they talked about the advantages of Enjoyment S9 at the press conference.
It’s hard to say how much these two stars have driven the entrepreneurs aged 40-50 targeted by Enjoy World S9, and their publicity role may not be as good as that of Weibo CEO Wang Gaofei and 360 Chairman Zhou Hongyi who co-produced short videos with Yu Chengdong. In the past, Huawei has never hired a spokesperson for HarmonyOS Zhixing’s brands.
Tuyuan Yu Chengdong Weibo
However, the success of the industry is ahead, and car companies can no longer consider too much. BAIC Group, which cooperates with Huawei to enjoy the world, had poor sales of the polar fox brand in Hi mode before, with sales of only 30,000 vehicles last year. This year, with a lower price/performance ratio, Polar Fox finally achieved a delivery volume of over 8,000 vehicles for two consecutive months.
BAIC reached a smart car selection cooperation with Huawei last year. At the press conference, Zhang Jianyong, Chairman of BAIC Group, came to power after Yu Chengdong, and as usual, he emphasized a wave of determination to cooperate with Huawei, saying that they regarded the cooperation with Huawei as the company’s core strategy and the first priority strategy, and BAIC All In enjoyed S9.
In addition to enjoying the world, the first model of Zunjie, which Huawei cooperates with Jianghuai, is expected to be released in the first quarter of next year, and its positioning may be higher than that of Enjie.
Zhijie will also release a coupe R7 based on S7 this year, and plans to have an extended range version. Previously, there had been widespread discord between Chery and Huawei, and Yin Tongyue’s statement temporarily eliminated these disputes. But you can still see some differences from open channels.
An early user of Zhijie S7 posted a post on the social platform, and BAIC actively forwarded it on the social platform to follow up Huawei’s publicity before the release of the enjoyment, and Weibo was the top one. On the other hand, Chery, the user said, "As the owner of the intellectual world, I opened the official numbers of Chery Group and Chery New Energy. Yes, there is no such car. Weibo, who is not even willing to forward Zhijie cars. "
Zhang Jianyong’s speech on the stage may represent the attitude of car companies. He said, "BAIC and Huawei are worthy of the name, although Mr. Yu has a lot of friends." There was a lot of laughter under the stage.
Today (August 7th), the share price of Beiqi Blue Valley closed at 9.08 yuan, down slightly by 1.52%.