With Huawei backed by the M5, Salis' new energy vehicle sales have stabilized. On October 9, according to the production and sales report released by Cialis Group Co., Ltd. (601127, Cialis), the company's new energy vehicle sales in September reached 17,596 units, a year-on-year

Questions M5

Backed by Huawei, Salis' new energy vehicle sales have stabilized.

In terms of cumulative sales in the first three quarters, Cialis's cumulative sales for the whole year were 91,153 units, a year-on-year increase of 254.36%; among which, Cialis's cumulative sales reached 49,575 units, a year-on-year increase of 1,011.55%.

In the total sales of Cialis, the AITO jointly developed with Huawei has made great contributions to the AITO question industry. According to the September delivery data released by AITO on October 1, the delivery volume of the Instrument series in September reached 10,142 vehicles, achieving a monthly delivery volume of over 10,000 for two consecutive months.

It is worth noting that the first model of AITO, M5, was just released in December last year. The AITO brand has achieved monthly delivery of more than 10,000 vehicles in just over 7 months, and its sales climb speed far exceeds that of other new car-making brands, which is closely related to Huawei's support.

contains the highest amount of "Hua" and Cialis produces savagely

. As the only Huawei smart car company, Cialis can be called the car company with the highest amount of "Hua".

It is reported that there are currently three ways of cooperation between Huawei and car companies: the most superficial one is to participate as an ordinary component supplier, selling Hongmeng operating system , domain controller and other spare parts; the most commonly mentioned is Huawei inside (HI), car companies are equipped with Huawei full-stack intelligent car solutions, jointly developed by Huawei and car companies, such as cooperation with BAIC Jihu, Avita , and GAC.

What Huawei has the deepest bond with car companies is the smart car selection model. Huawei will deeply participate in the vehicle design and definition links, and also provide Huawei store sales channels. This is exactly how Sellis and Huawei cooperate.

Huawei is not stingy with Slis. There are three models in the series: extended-range M5, M7, and the just-released pure electric version M5, all of which are sold in Huawei's online and offline channels. The release of each car is by Huawei's managing director, terminal BG CEO, and smart car solution BU CEO Yu Chengdong personally stood on the stage. At the launch of the pure electric version M5, Yu Chengdong directly challenged Tesla Model Y and said bluntly that "the driving experience of the M5 EV is far ahead of the Model Y."

It is not difficult to see from Cialis' recent drastic expansion of production capacity. After joining Huawei, Cialis also has high expectations for future sales.

According to the agreement, the Cialis new energy vehicle upgrade project will be settled in the Longxing Intelligent Networked New Energy Vehicle Industrial Park in Liangjiang New District, Chongqing. At the same time, Cialis needs to invest 1.5 billion yuan to purchase related equipment and lease the latter's related facilities and equipment, and import smart electric vehicle products into the new energy vehicle upgrade project in stages. Chongqing Liangjiang New District Management Committee is responsible for the investment and construction of factories, infrastructure, related equipment, etc. of the automobile industrial park. The park covers an area of ​​about 2,700 acres.

At the same time, Cialis also began to extend to the upstream of the new energy vehicle industry chain. On September 20, Cialis announced that it invested 20 million yuan to sign an partnership agreement with the controlling shareholder Xiaokang Holdings and others to participate in PE, with a subscription ratio of 3.62%. The investment focus is on high-quality target companies upstream and downstream of the new energy industry chain, and invest in equity in growth and mature enterprises, especially key areas such as new energy (intelligent connected) automobiles, hydrogen energy, , and energy storage.

Semi-annual report shows that Selis' revenue in the first half of the year was 12.416 billion yuan, a year-on-year increase of 68.14%, and a net loss of 1.717 billion yuan, a year-on-year increase of 258.97%. Among them, the new energy business achieved revenue of 7.701 billion yuan, a year-on-year increase of 380.8%, accounting for 62.03% of the total revenue. Cialis also emphasized in its semi-annual report that new energy business has become the company's core growth engine.

HI mode is difficult to support sales

Although Avita and BAIC Jihu, which adopt Huawei inside (HI) mode, continue to promote their close relationship with Huawei in high profile, and also Lai Huawei is on the way to stand in the release of new cars, the sales performance of these two car companies pales in comparison with AITO's industry.

Avita is jointly created by Changan Automobile , Huawei, and CATL . Changan Automobile and CATL are the largest and second largest shareholders respectively, and Huawei does not hold shares in it.

Its first model, Avita 11, was officially launched in August this year and will be delivered within the year. Avita said that the model is equipped with Huawei inside (HI) Huawei full-stack smart car solution, jointly developed by Huawei and Avita.

However, after the launch, Avita 11 was not as glorious as Cialis. One month after the booking was opened, it only received 20,000 orders. In contrast, after the release of the M7 in Wenjie, the order exceeded 10,000 in just 2 hours.

Changan Automobile stated in a research report disclosed on September 30, "In terms of channel construction, Avita will focus on self-built channels, and will also expand more diversified channel models with excellent partners. At the same time, Avita is also actively implementing preparations for sales in its store channels with Huawei."

Avita, which mainly focuses on self-built channels, does not use Changan Automobile's store resources, but it has not yet been able to enter Huawei's sales channels. As of September 27, Avita has a total of 30 experience centers and experience spaces. In addition to the restrictions on sales channels,

has not become a "Huawei car" in the minds of consumers like AITO. Among the consumers who purchase AITO industry, many people will remove the "Selis" logo and replace it with "HUAWEI", which shows how strong Huawei's appeal is.

In addition, the cooperation between BAIC Jihu and Huawei is progressing slowly and sales are sluggish. BAIC Jihu Alpha S Huawei HI version began pre-sale in April 2021, but the delivery date has been repeatedly postponed since the fourth quarter of 2021, and finally started delivery in July this year. Data from the China Passenger Car Association showed that the sales of the car in August were only 477 units.

The industry generally believes that in Huawei’s cooperation with car companies, which party has the dominance of the car sales greatly affects car sales. As mature and old car companies, Changan and BAIC hope to gain Huawei's fame, but they are unwilling to lose their "soul". In the cooperation model between Cialis and Huawei, although Huawei "does not build cars", it has the dominance, and Cialis is called "Office Factory" by the outside world.