For the first time, the Huawei-related vehicle sales exceeded 52,000 units. How did it achieve this?

The Huawei - affiliated vehicles have exceeded 52,000 units for the first time, and Hongmeng Zhixing has topped the list of new - energy vehicle startups.

In June, the total delivery volume of Hongmeng Zhixing reached 52,700 units. Among them, the Wenjie brand made the greatest contribution, with a total delivery of 44,600 units. The monthly sales of the Wenjie M9 remained stable at over 13,000 units, and the Wenjie M8 exceeded 21,000 units. To be honest, these figures are quite astonishing. Just the delivery volume of these two models reached 34,000 units. When BMW has a poor sales performance in China, its monthly sales are only around 30,000 units.

This means that Wenjie has truly established itself in the market segment occupied by BBA (BMW, Benz, Audi). Moreover, this sales volume was achieved even though Wenjie models are more expensive than BBA models. The entry - level models of the BMW 5 Series, Audi A6L, and Mercedes - Benz E - Class have all dropped below 300,000 yuan, but consumers still prefer to pay a higher price for Wenjie rather than choose BBA.

The starting price of the Wenjie M8 is 359,800 yuan, and an additional 10,000 yuan is required for the one - time purchase of Huawei's intelligent driving system. After some optional interior, paint, and wheel upgrades, the on - road price is basically over 400,000 yuan. Conversely, this sales volume was achieved without the Huawei logo, relying solely on the product's strength. If it were to carry the Huawei logo, its sales would surely be even higher.

It can be said that Huawei's decision not to manufacture vehicles has given BBA a new lease on life. If Huawei were to enter the market under its own brand, BBA would face even more severe challenges.

Currently, Hongmeng Zhixing has expanded to four sub - brands. Apart from Wenjie, the sales of the other three sub - brands are not significant. For example, the Xiangjie brand has only launched one model, the S9, with monthly sales just exceeding 4,000 units. The sales of the Zhijie brand, which is in cooperation with Chery, have suffered a serious decline.

The reason is quite simple. The Zhijie S7 and R7 models have missed their prime sales periods. Their configurations are not advanced enough to support Huawei's ADS.4 intelligent driving system. Since the Huawei ADS.4 intelligent driving system will be launched this autumn, it makes more sense to buy a Xiaomi vehicle rather than a Zhijie vehicle at present. This has put Zhijie in an awkward position.

This has also led to a rather paradoxical phenomenon: the more expensive Huawei - affiliated vehicles sell better. Previously, the Zunjie brand, which was widely ridiculed online, has only launched one model, the S800, with over 6,500 pre - orders in a single month. For the Zunjie S800, those who can't afford it complain a lot, while those who can afford it have already placed orders and are enjoying the vehicle. It achieved in one month what the 78S achieved in half a year. Consumers who buy Huawei - affiliated vehicles are mainly attracted by Huawei's intelligent driving technology. As the only brand that cannot be equipped with ADS.4, Zhijie has become a victim.

The sales of Xiangjie, Wenjie, and Zunjie are all increasing, while only Zhijie's sales are declining. Currently, buying a Zhijie vehicle doesn't seem like a wise choice. In addition to these four sub - brands, there are many other Huawei - affiliated vehicles with a high "Huawei content". For example, Avita, which sells over 10,000 units per month, is not part of Hongmeng Zhixing. It is jointly developed by Changan, CATL, and Huawei and is also equipped with Huawei's intelligent driving system and Hongmeng cockpit.

There is also the "Lantu" brand jointly created by Dongfeng and Huawei, with stable monthly sales of over 10,000 units. Coupled with Arcfox, SAIC Audi A5L, GAC Trumpchi M8, and BYD Fangchengbao Leopard 8, the monthly sales of vehicles equipped with Huawei's intelligent driving system are approaching 100,000 units.

In the third quarter of this year, the "Shangjie" brand jointly developed by Huawei and SAIC will be launched. If Shangjie can break into the affordable vehicle market, the goal of the "Huawei - affiliated vehicles" to achieve annual sales of one million units will be realized in 2026. A new pattern is emerging in the Chinese new - energy vehicle market.

In June, BYD's monthly sales remained stable at 370,000 units. This is an impressive figure, but it is mainly driven by overseas growth, with 90,000 units exported. Its domestic monthly sales have declined. If this trend continues, BYD's overseas sales are likely to surpass Chery's, making it the top exporter of Chinese vehicles.

Who is catching up? It's Geely. Geely sold 230,000 units in June and 1.4 million units in the first half of the year. Originally, its annual sales target was set at 2.8 million units, but due to its strong growth momentum, Geely has raised the target to 3 million units. If this target is achieved, Geely will become the second Chinese automaker after BYD to exceed 3 million units in annual sales.

Li Auto has maintained stable monthly sales of 36,000 units. Facing strong competition from the Wenjie M8, it still ranks among the top three. Surprisingly, Leapmotor sold 48,000 units, just one step away from reaching 50,000 units per month. Leapmotor is really making significant progress quietly! XPeng has also stabilized its sales at over 30,000 units, selling 34,000 units. Xiaomi's delivery volume has declined to 25,000 units, 3,000 units less than in May. However, with the high - volume orders for the YU7, Xiaomi's monthly sales will soon exceed 40,000 units, making it the strongest dark horse among Chinese new - energy vehicle startups.

Overall, domestic brands are in a very good situation, and their market penetration rate continues to rise. The living space for joint - venture vehicles is shrinking. Many joint - venture vehicle manufacturers have abandoned their full - scale electrification strategies. Why? Is it because they care more about the environment? No. There is only one answer: They can no longer compete with Chinese automakers in the field of electrification.

This article is from the WeChat official account "Shengchan Dui". Author: Shengchan Dui Zhang. It is published by 36Kr with permission.