In today’s briefing:
- From Huawei with Vengeance: Huawei Alliance Took Shares in Chinese EV
From Huawei with Vengeance: Huawei Alliance Took Shares in Chinese EV
- Since the US started sanctioning Huawei in 2017, the China tech giant has maneuvered into many new fields. This time, its HIMA (Huawei Intelligent Mobility Alliance) is showing renewed momentum;
- China is the greatest EV market in the world. But what is being masked in the robust growth is the divergence between BEV and PHEV, and Huawei’s role in PHEV;
- We expect the trend to continue as Chery, JAC and BAIC will launch their HIMA models in 2025. Most importantly, these vendors gain share in the mid-to-high price segments.
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