Late at night, the United States announced the latest! Huawei’s ＂explosive single＂ screen A-share partners have to be embarrassed？

　　Sino-US tariffs welcome new news.

　　Late at night on December 26th, Beijing time, the Office of the US Trade Representative announced that it would further extend the 301-clause tariff exemption period for 352 imported goods from China and 77 imported goods from China related to epidemic prevention in COVID-19, from December 31st this year to May 31st, 2024.

　　Huawei successfully screened the screen today! On December 26th, the M9, the most expensive model of Huawei, went on the market, with a price of 469,800 yuan and a longest battery life of over 1,400 kilometers. Huawei Yu Chengdong said, "The M9 is the best SUV within 10 million yuan". He also said that the booking volume of M9 has exceeded 54,000. In addition, the poster released by Huawei on the evening of 26th showed that the two-hour listing of M9 (generally referring to reservation and no refund of deposit) exceeded 10,000 vehicles.

　　Look at the detailed report!

　　The Office of the United States Trade Representative announced that

　　On December 26th, local time, the Office of the US Trade Representative announced that it would further extend the 301-clause tariff exemption period for 352 imported goods from China and 77 imported goods from China related to epidemic prevention in COVID-19, from December 31st this year to May 31st, 2024.

　　Prior to this, on September 6th, the Office of the US Trade Representative also announced that it would further extend the 301 tariff exemption period for 352 imported goods from China and 77 imported goods from China related to epidemic prevention in COVID-19, and the period would be extended from September 30th to December 31st this year. On September 7th, China’s Foreign Ministry spokesperson Mao Ning said that as a matter of principle, we have always opposed the fight against tariff war, thinking that there is no winner in tariff war. The unilateral imposition of tariffs by the United States on China violates WTO rules, which is unfavorable to China, the United States and the world.

　　According to previous media reports, during Trump’s administration, he invoked Section 301 (commonly known as Section 301 of the US Trade Act of 1974) in the name of "national security" to impose tariffs on China’s imported goods. During the Trump administration, there were more than 2,200 goods exempted from tariffs, of which 549 products were extended for one year, but all exemptions expired at the end of 2020. In October, 2021, the Office of the United States Trade Representative announced that it planned to re-exempt 549 imported goods from China, and solicited public opinions on this. After a lapse of nearly half a year, the Office of the US Trade Representative issued a statement on March 23, confirming 352 of the 549 imported goods from China that were to be exempted from tariffs again. This tariff exemption period has been extended many times so far.

　　In March 2022, Shu Jueting, spokesperson of the Ministry of Commerce, said at the press conference that China noticed that on March 23, the Office of the US Trade Representative announced that it would resume exempting 352 items of goods imported from China from additional tariffs, which would help the normal trade of related products. China has always believed that the unilateral tariff increase measures of the United States are unfavorable to China, the United States and the world. Under the current situation that inflation continues to rise and global economic recovery is facing challenges, it is hoped that the United States will cancel all tariffs on China as soon as possible from the fundamental interests of consumers and producers in China and the United States, and push bilateral economic and trade relations back to normal track as soon as possible.

　　The M9 in Wenjie is selling like hot cakes.

　　On December 26th, Yu Chengdong, managing director of Huawei, CEO of BG, and chairman of BU, a smart car solution, officially released the M9 at the press conference of the world of inquiry and the whole scene of Huawei in winter, with the price starting from 469,800 yuan. Yu Chengdong said, "The M9 is the best SUV within 10 million yuan".

　　Wenjie M9 has launched four models with extended range and pure electric power, and the price range is 469,800 ~ 569,800 yuan, which is the most expensive model of Huawei at present. Among them, the extended range Max version is 469,800 yuan, the pure electric Max version is 509,800 yuan, the extended range Ultra version is 529,800 yuan, and the pure electric Ultra version is 569,800 yuan.

　　Yu Chengdong said that the order for the M9 has reached 54,000, and the first batch of new cars will be delivered on January 26th, 2024, and mass delivery will be started on February 26th. In addition, the poster released by Huawei on the evening of 26th showed that the two-hour listing of M9 (generally referring to reservation and no refund of deposit) exceeded 10,000 vehicles.

　　With the launch of new cars, there are three models under the brand of Wenjie: M5, M7 and M9. Together with the Zhijie S7, which cooperated with Chery not long ago, Huawei HarmonyOS Zhixing currently has two brands, namely Wenjie and Zhijie, and four models are on sale. In the future, Huawei will also work with BAIC andCooperate with new "Jie" generation brands and new models.

　　It is understood that intelligent car selection is the deepest cooperation mode between Huawei and automobile companies. Huawei not only provides key technologies such as intelligence, but also deeply participates in product definition and development, and also opens its own terminal channels to help sell cars. Previously, Huawei upgraded the smart car selection mode to HarmonyOS Zhixing.

　　It is the first partner of Huawei HarmonyOS Zhixing, and released the first intelligent car selection product in April 2021. In 2022, the sales volume of the brand series products created by both parties reached 75,000, which was once the fastest growing in China.Brand. However, in the first half of this year, the world encountered Waterloo, and the monthly sales volume once fell to more than 3,000 vehicles. Until three months ago, the listing of the new M7 in Wenjie achieved unexpected success, with orders exceeding 100,000 vehicles in just over two months. In order to deliver the model in time, the factory that produced the model invested more than 3,000 workers in two shifts, and delivered more than 10,000 single models in October and November for two consecutive months. Officials expect that the delivery of 23,000 vehicles will be completed in December, and the monthly delivery will exceed 30,000 vehicles next year.

　　He Liyang, president of Automobile Co., Ltd., said at the press conference on December 26th that Cyrus’ factory in Chongqing is stepping up production and has started the production mode of two shifts a day. He revealed that up to now, the number of new M7 cars in the world has exceeded 120,000, of which more than 60% users choose the smart driving version, and the monthly delivery capacity will reach 30,000 from January next year.

　　According to Blue Whale Financial News, it was learned from insiders close to Huawei that AITO will launch the new M5 in the first half of next year, and the brand-new M8 between M7 and M9 will also be launched in the second half of next year.

　　A-share "Huawei" want to be embarrassed again?

　　In the secondary market, this year,Concept stocks have been active repeatedly. Although they have been adjusted with the broader market recently, the Wind index still rose by more than 11% during the year, significantly outperforming the broader market index. In terms of individual stocks,The increase during the year exceeded 440%., Cyrus rose by more than 100%,、Wait for the increase to exceed 40%.

　　Recently, Huawei Technologies Co., Ltd. applied for registration of "Zunjie" and "Qingjie" trademarks, which are internationally classified as means of transport and scientific instruments, and the current trademark status is awaiting substantive examination. Previously, Huawei had applied for a series of trademarks related to the world, including Wen, Zhi, Yong, Hui, Zhu, Ao, Zhi and Yi. Not surprisingly, most of these "Jie" trademarks are prepared for HarmonyOS Zhixing Ecological Alliance. The above news once triggered a rise in concept stocks.

　　Recently, it was pointed out that Huawei vigorously laid out its automobile business, and the three models enabled automobile enterprises to build and sell good cars from simple to deep. Since 2023, the automobile business map has accelerated. Under the background of the rapid development of smart car industry, Huawei is expected to rise with the advantages of core technology, ecology, brand and channels. It is suggested to pay attention to the cooperative car enterprises in Huawei’s automobile industry chain and the core manufacturers in related fields such as intelligent driving, intelligent cockpit, three-electric system and traditional parts.

　　HuaxinIt is also indicated that the M9 is fully ahead in terms of safety, maneuverability and intelligence, and it is expected to become a new generation of explosive models, which will drive the flexibility of supply chain enterprises. It is suggested to focus on supply chain investment opportunities.He also said that he is optimistic about Huawei’s automobile industry chain.

　　Guosheng recently pointed out that the M9 in the world is expected to become another explosion of Huawei’s intelligent selection system, and it continues to verify that Huawei’s intelligent selection and empowerment car companies bring high growth. Continue to be optimistic about Huawei’s smart car industry chain. Smart car is a subdivision track with clear competition pattern and excellent medium-term logic. Considering Huawei’s industry-leading effects in autonomous driving, intelligent cockpit and intelligent safety, Huawei’s cooperative ecology is expected to enhance its product strength in the environment of intensified competition in the whole machine factory, and companies related to the industrial chain are expected to benefit from the development dividend of domestic smart cars by relying on ecological advantages, forming a pre-paid card position. At the same time, it is necessary to pay attention to the industrial changes brought by technology leaders, and autonomous driving is expected to accelerate its landing, forming an overall opportunity for the industry.