标签： 苏州夜网

According to the first financial news, AITO is accelerating the pace of new car launches. Huawei End Point announced on September 10 that it will release the five-seat new car of the Q Jie M7 on September 12. With the release of the new car, the AITO Q Jie model matrix will include M5, M5 pure electric version, M5 smart driving version, M5 pure electric smart driving version, M7, M7 five seats, and AITO Q Jie plans to release M9 in the fourth quarter.

AITO Q & A is a brand jointly launched by Huawei and Cyrus. At present, Q & A’s sales volume is far from that of the leading new car-making forces. As a representative of Huawei’s smart car model, Huawei urgently needs to prove Q & A’s ability.

In August, the sales volume of nine new car-making forces, including Ai’an, Ideal, NIO, and Deep Blue, exceeded 10,000, and the delivery volume of AITO was 5018.

In the face of sluggish sales, Huawei’s automotive business has shown signs of more progress recently. In addition to speeding up the launch of new cars, in June this year, Huawei also acquired 21 "Q Jie" trademarks, which was interpreted by the industry as saying that Huawei will have the dominant right to Q Jie trademarks, and Q Jie may become a unified brand name for Huawei’s smart car model in the future. In July, the "AITO Q Jie Sales Service Joint Working Group" established by Sailis Automobile and Huawei began to be fully responsible for end-to-end closed-loop management of marketing, sales, delivery, service, and channels, marking the strengthening of cooperation between the two parties. From the perspective of products in the second half of the year, the new M7 and M9 models are undoubtedly the most concerned.

Sales are under pressure

Huawei Managing Director, End Point BG CEO, Smart Car Solutions BU CEO Yu Chengdong has previously revealed some information on the new M7 model. According to its Weibo, the model has 3338mm interior space and 686L trunk volume. Yu Chengdong also focused on the safety attributes of the new M7. In addition, the full-size SUV Q M9 will also be launched at the end of the year.

The launch of new cars is crucial to driving up sales in the industry. Since the beginning of this year, sales in the industry have been under pressure. According to the production and sales data of Cyrus, sales of Cyrus cars in July and August this year fell by 45.69% and 67.52% year-on-year, which affected the sales decline in the first eight months of this year. The reporter learned from the Cyrus Securities Department that in its production and sales express, sales of Cyrus cars are mainly from the industry.

"The Quarter 1 automotive industry promotion has led to a wait-and-see mood among users, and users’ expectations that the M5 smart driving version will be released in the second quarter have a certain impact on the sales of existing models." This is how Cyrus explained the reason for the decline in sales in the company’s first-half earnings report.

AITO official account no longer discloses monthly deliveries this year. Scattered disclosure data show that in April this year, AITO asked the world to deliver 4585 new cars, delivered 5629 cars in May, and delivered 5018 cars in August. There is no good news that the monthly delivery has exceeded 10,000. Compared with August last year, the delivery volume exceeded 10,000 cars, and reached the peak of 12,000 cars in October.

According to the data of the Passenger Federation, in the wholesale sales rankings of new energy passenger cars in August this year, Sailis sold 5018 units, not ranked in the 20th, lagging behind the new car-making forces of GAC Aian, Ideal, NIO, Zero Run, Xiaopeng, and Nezha with monthly sales of over 10,000.

At the same time as the sales problem is anxious, since the delivery of the world, Cyrus and Huawei have not yet tasted the sweetness of performance. In 2022, thanks to the higher price of M5 and M7 and the increase in sales volume, Cyrus revenue doubled year-on-year, but due to the increase in sales expenses and investment in research and development, the loss doubled year-on-year, reaching 3.832 billion yuan. In the first half of this year, Cyrus did not turn around, and revenue fell by 11.14% year-on-year.

It is also doubtful how much the car business can bring to Huawei’s performance. In 2022, Huawei’s smart car solutions business revenue was 2.077 billion yuan, accounting for only 0.3% of the total revenue. If the accumulated investment in smart car solutions BU since its establishment is 3 billion US dollars, the business is still losing money. In the first half of this year, the smart car solutions business revenue was 1 billion yuan, equivalent to half of last year’s annual revenue, and it seems to be standing still.

The pressure on Yu Chengdong is not small whether he can bring up the sales of Wenjie and set a benchmark for Huawei’s car business. Since the beginning of this year, Yu Chengdong has frequently stood on the platform for Wenjie, and his Weibo twice mentioned investing heavily in the new M7 model, saying that the model "has invested 100 million new upgraded interior and exterior accessories" and "spent 500 million new upgrades to build". In July, Yu Chengdong warmed up the new M7 at an exchange meeting with channel providers and suppliers, and in August he appeared at Chengdu Station to promote the model.

In response to the question of sales, Yu Chengdong previously responded that sales are only the result of a certain stage of development, and the underlying reflection is actually the relationship between users. Due to lack of experience and insufficient experience, some detours have been taken. At this time, it is even more necessary to give full play to its own advantages, have determination, and insist on making the ultimate products. Yu Chengdong revealed that in the face of external shocks, the company will accelerate improvement. Now it will optimize in the fields of retail, service, and delivery, and at the same time optimize the mechanism, increase the number of unannounced visits to stores and other means to improve the overall service capacity.

Partnership adjustment

Since the beginning of this year, there has been frequent speculation about Huawei’s entry into the car industry, and even rumors that Huawei’s car BU wants to seek independence. The root cause of the rumors is that Huawei’s car business has not brought significant growth and the development prospects are not yet clear. In fact, outside of Sailis, which has the deepest cooperation with Huawei, many car companies are considering cooperation with Huawei, and the cooperative relationship has undergone adjustment.

At present, Huawei’s cooperation with car companies is divided into three categories, namely vertical parts supply, HI (HuaweiInside) and Huawei Smart Selection. The HI model provides full-stack smart car solutions for car companies. The Huawei Smart Selection model involves Huawei in product definition, styling, marketing, user experience and other links. The depth of cooperation between these three models ranges from shallow to deep.

In the cooperation between car companies and technology manufacturers, it is a matter of debate who has the "soul", especially Huawei, which has always been strong in product control, and car companies inevitably choose carefully. Some auto industry analysts told reporters that as the competition for new energy vehicles enters the second half, profits will gradually shift to electronic and intelligent, and automakers are afraid of cooperating with technology manufacturers.

In March this year, the GAC Aian AH8 project changed its HI cooperation model with Huawei to a parts supplier model, and AH8 will be independently developed by Aian. Some car companies have made two preparations. In April this year, the cooperation model between BAIC Extreme Fox and Huawei changed from the HI model to the smart car model. At the same time, BAIC started its own research. At the end of August, BAIC Extreme Fox Koala started pre-sale, and this model is positioned as the world’s first smart parent-child car. The reporter learned from BAIC Blue Valley Securities Department that Koala has no cooperation with Huawei. In addition, Chery, JAC and Huawei Smart Choice have all cooperated. Among them, Chery has cooperated with Huawei to launch a number of smart electric vehicle models. Chery is also developing an independent new energy brand iCAR.

Huawei is well aware of the challenges it faces. At the "China Electric Vehicle 100 Forum 2023" in April this year, Yu Chengdong admitted that among domestic partners, new forces are unlikely to choose Huawei in terms of intelligence, and international giants will not choose for some reason. If traditional car companies are afraid of losing their souls, they will not choose, which makes Huawei face great challenges.

Even in the face of the dynamic adjustment of the cooperative relationship with car companies, in recent years, Huawei has emphasized the stability of cash flow and given up heavy assets to enter the car production, Huawei has still responded many times, denying the path of independent car production. At the beginning of this year, Huawei founder and CEO Ren Zhengfei issued a decision announcement, emphasizing that "Huawei" or "HUAWEI" cannot be used to extend the time limit of "Huawei does not build cars" for 5 years in the promotion and appearance of the whole vehicle.

In this case, in the limited cooperation with car companies, how Huawei can achieve the most benefits and achieve the most ideal commercialization goals has become a core issue. In August, it was reported that Huawei had strategically adjusted its car BU business to reduce non-core business investment and spend money on the edge. But Huawei officials did not respond to this news.

In terms of business strategy, in the foreseeable future, Q & A will continue to be the most important focus of Huawei’s car business. The new M7 and M9 to be released on the 12th will become the biggest focus of Q & A in the second half of the year.

Original title: Q World will release the new M7 model, how long is Huawei’s "car building" window?

Reading tips

Recently, heavy rains have occurred frequently, and meteorological departments and other relevant departments have issued early warning information in time to remind the public to take preventive measures. Who will be responsible for the property loss? How to defend rights? Three court cases belong to rain-related disputes, and the judge interpreted the case to provide useful guidance for the prevention of disputes and the resolution of contradictions.

The sudden rainstorm caused the courier to be soaked. Should the courier company pay for it? The rain rushed into the living room and bedroom, and the furniture was damaged. Should the property be held responsible? Is it legal for the insurance company to refuse to compensate for the car stall caused by water accumulation on the road?

Recently, extreme weather such as heavy rain has occurred frequently, and people are faced with rain-related disputes. How should we protect our rights? Who will be responsible for the property losses? A few days ago, the Fangshan District People’s Court of Beijing issued a set of typical cases and interpreted them in order to provide useful guidance for effectively preventing disputes and resolving contradictions in time.

Who will pay for the damage caused by the rainstorm?

In June, 2022, Zhao mailed ten mobile phones through a courier company. When the mobile phones were not delivered after they were delivered to the destination, the rainstorm caused the express storage point to be flooded, and the mobile phones sent by Zhao were damaged by water immersion. Due to unsuccessful negotiations on compensation, Zhao appealed to the court and asked the courier company to compensate for the loss of the mobile phone.

The courier company argued that the rainstorm caused the drainage system around the warehouse to be blocked, and the water was poured backwards. A large number of couriers were flooded, including the mobile phone mailed by Zhao. Therefore, Zhao’s loss was caused by an irresistible natural disaster. The company did not have any fault in the mail transportation process and should not be liable for compensation.

The court held through trial that the so-called force majeure refers to the unforeseeable, unavoidable and insurmountable objective situation. In this case, the courier company did not provide evidence to prove that the rain was an unexpected natural disaster such as rainstorm or flood, and the courier company could completely foresee and avoid the damage of the courier. Therefore, it claimed that the reason for the damage of Zhao’s mobile phone was force majeure and had no factual and legal basis. Accordingly, the court ruled that the courier company compensated Zhao for the loss of the mobile phone.

Article 832 of China’s Civil Code stipulates that the carrier shall be liable for the damage or loss of the goods during transportation. However, the carrier shall not be liable for compensation if it proves that the damage or loss of the goods is caused by force majeure, the natural nature or reasonable wear and tear of the goods themselves and the fault of the shipper or consignee.

In this case, before the rainstorm, the relevant government departments have issued an early warning to remind the public to take preventive measures. The rainstorm belongs to the weather conditions that the courier company can meet. For special weather, the courier company should prepare emergency equipment in advance to avoid the courier being soaked. Therefore, the courier company cannot claim exemption on the grounds of force majeure, and should be liable for Zhao’s losses.

How to protect the rights when the house furniture runs away?

In March 2017, Wang bought a set of commercial housing. After checking in, every time it rains or storms, Wang’s master bedroom balcony will run water. In July, 2022, after a night of heavy rain, the flood rushed directly into the master bedroom and living room, soaking the clavichord and cashmere carpet in the house. After this large-scale running water, the property company where the community is located began to thoroughly investigate the reasons for running water, and finally found that the rainwater drainage pipe built in the balcony was blocked, which led to running water. Since then, the property company has installed a drain on the balcony of the house. When it rains again, there is no water running. However, due to many previous runs, Wang has suffered property losses. The two sides failed to reach an agreement on compensation, so Wang sued the property company to the court.

The property company argued that the problem of poor balcony drainage pipes was a long-term accumulation, and Wang did not prove that the property company failed to fulfill its management responsibilities and caused water leakage. In addition, the property management company believes that the drainage pipeline here belongs to a common part. Although it is within its management scope, it has passed the inspection and acceptance, and after a large-scale water run, a drain has been installed on the balcony, so it has fulfilled its maintenance and management obligations and should not be held responsible.

As a service provider, the property management company should have the obligation to repair and maintain the public drainage pipeline belonging to the floor drain with water leakage and reflux in the community. After trial, the court held that the house where Wang lived had run water many times, and the property company should promptly investigate the reasons after the first discovery of water leakage to avoid similar situations. Adding a drain on the balcony of the house involved can solve the drainage problem in extreme weather, which can completely avoid the loss in this case. Therefore, the court ruled that the property company failed to fulfill its obligations and should compensate Wang for the loss.

Who is responsible for the bad car caused by flooding?

In August, 2020, a sudden rainstorm caused serious water accumulation on a certain road surface. Liu’s vehicle turned off during driving, and then he reported the case to the insurance company, and the vehicle was towed to the repair shop for damage assessment and maintenance. Since then, the insurance company refused to claim compensation on the grounds that "the engine damage of the insurance vehicle due to flooding or wading is an exemption clause", and Liu appealed to the court. The insurance company argued that the damage to the vehicle was not caused by heavy rain, but by the driver wading. According to the insurance clauses, the insurance company has the right to refuse to pay for the losses suffered by the insured vehicle due to flooding or wading.

According to Article 496 of China’s Civil Code, standard clauses are clauses drawn up by the parties in advance for repeated use, and they were not consulted with each other when concluding a contract. Where a contract is concluded by standard terms, the party providing the standard terms shall follow the principle of fairness to determine the rights and obligations between the parties, and take reasonable measures to remind the other party of the terms that are of great interest to the other party, such as exempting or reducing its responsibilities, and explain the terms according to the other party’s requirements. If the party providing the standard terms fails to perform the obligation of prompting or explaining, so that the other party fails to pay attention to or understand the terms that have a significant interest in it, the other party may claim that the terms will not become the content of the contract.

The court held that although the notice column of the motor vehicle insurance policy was printed with "Please read the insurance clauses in detail, especially the exemption of liability and the obligations of the insured and the insured", the font, font size and color of the above-mentioned format clauses were not different from other clauses, and the insurance company failed to provide evidence to prove that it made a prompt on other insurance documents that was enough to attract the attention of the insured, so the exemption clauses involved in the case were not legally binding on Liu. During the insurance period, the insurance company shall be responsible for compensation for the loss of the insured vehicle caused by lightning, rainstorm, flood and other reasons during the use of the insured vehicle by the insured or its permitted legal driver.

"This heavy rainfall has caused many vehicles to be soaked or washed away. For car owners who are insured for car damage insurance, insurance claims can minimize losses." The judge suggested that when signing an insurance contract, we should pay attention to the relevant exemptions, especially the clauses that are unfavorable to ourselves. The majority of car owners should contact the insurance company to report the damage as soon as possible after the vehicle is soaked or washed away. (Liang Jianghuan)