Huawei Qiankun will host the Huawei Qiankun Intelligent Technology Conference on the afternoon of April 22, where it will unveil the latest generation of high-end intelligent driving assistance systems. The event will also feature appearances from 11 automotive brands, including VOYAH, Seres, Beijing Electric Vehicle, SAIC, and GAC Group. It is reported that the ADS 4, to be released at the conference, is expected to bring upgrades to L3 technology.
Harmony Intelligent Mobility Alliance (HIMA) delivered over 430,000 units in 2024, ranking first in the average transaction price of China's high-end auto market for five consecutive months and securing the top spot in the sales share of new energy vehicles priced above 300,000 yuan in the Chinese market. Currently, HIMA is entering a period of intensive new car releases, with the AITO M8, STELATO S9 extended-range version, and Zunjie S800 all set to launch in H1 2025. The Fangzheng Auto team noted that as market competition intensifies, high-end intelligent driving systems are expected to be integrated into car models priced around 100,000 yuan. Automakers are accelerating their high-end intelligent driving layouts, and various segments of the industry chain will usher in new development opportunities.
According to the Caijing Lianhe Theme Library, among the relevant publicly listed firms:
Bethel is a leader in domestic substitution in the field of wire-controlled braking, providing customers with a one-box integrated solution through its WCBS product. The company's brakes, EPB, and WCBS have been designated by Huawei Automotive.
Baolong Technology has achieved full-chain independent R&D in its air suspension business, from rubber formulations to software algorithms, successfully breaking foreign technological monopolies. Its customer base includes BYD, Li Auto, NIO, and Huawei.