Matters:
In March 2022, Huawei released its 2021 annual report. In 2021, the company achieved a sales revenue of 636.8 billion yuan, a year-on-year decrease of 29%; The net profit was 113.7 billion yuan, a year-on-year increase of 76%; R & D expense ratio / sales and management expense ratio are 22% / 16% respectively, with a year-on-year increase of + 7% / + 4% respectively; The total expense rate during the period was 39%, with a year-on-year increase of + 10%; The gross profit margin / net profit margin was 48% / 18% respectively, with a year-on-year increase of + 12% / + 9% respectively.
Intelligent vehicle solution Bu is Huawei’s end-to-end business responsibility subject in the field of intelligent vehicles, providing incremental components of intelligent networked vehicles. The business goal of intelligent vehicle solution Bu is to focus on ICT technology and help car enterprises build good cars. In 2021, the investment in intelligent vehicle solutions will reach US $1 billion, the R & D team will reach the scale of 5000 people, and more than 30 intelligent vehicle parts have been listed, including lidar, ar-hud, multi in one powertrain, etc., which are in the leading position in the industry.
View of Guoxin automobile: This article is the 13th of the Huawei series of Guoxin automobile. Following the in-depth report of Huawei automobile in March 2020, the tracking comment on the charging module was released in April 2020, the tracking comment on the “5g automobile ecosystem” in May 2020, the topic of Huawei mass-produced models, the interpretation of Huawei’s white paper on automatic driving network solutions in June 2020, and the hi comment on Huawei’s intelligent automobile solution brand in November 2020, Comments on Huawei’s MDC intelligent driving computing platform in December 2020, Huawei’s high-performance vehicle specification level lidar in December 2020, Huawei’s annual report in April 2021, Huawei’s hi new product launch and BAIC polar fox alpha s in April 2021, Huawei ads was shortlisted for the top 30 of 2021sail award in June 2021, and the 13th Huawei series report after Huawei’s 2021 intelligent vehicle ecological forum in December 2021. Adhering to the “platform + ecology” strategy, in the field of intelligent vehicles, based on the new electronic and electrical architecture and new platform, Huawei launched the intelligent vehicle digital platform idvp, the intelligent driving computing platform MDC and the harmonyos intelligent cockpit, providing three digital bases and development tools for intelligent vehicles and bringing extremely intelligent travel experience to consumers. We believe that Huawei has a strong technical accumulation in the ICT field. It has launched a comprehensive attack in the three links of “cloud management end” in the automotive field. It has laid out five modules: intelligent driving, intelligent cockpit, intelligent Internet connection, intelligent electric and intelligent vehicle cloud, and introduced the digital world into every vehicle. The full stack intelligent vehicle solution has strong market competitiveness. It is optimistic about Huawei’s automotive industry chain and Huawei inside business model for a long time.
The text combs 57 enterprises and institutions that have won the “excellent partner of Huawei’s intelligent vehicle solutions in 2021”. We recommend Huawei’s enterprises with cooperation or potential cooperation in the automotive business, including the platform enterprises in the demonstration area for the layout of intelligent Internet connection testing and big data China Automotive Engineering Research Institute Co.Ltd(601965) ; High quality passenger car enterprises Chongqing Changan Automobile Company Limited(000625) , Guangzhou Automobile Group Co.Ltd(601238) , Byd Company Limited(002594) , Great Wall Motor Company Limited(601633) , etc; High quality parts enterprises Huizhou Desay Sv Automotive Co.Ltd(002920) (intelligent driving), Foryou Corporation(002906) (HUD), Changzhou Xingyu Automotive Lighting Systems Co.Ltd(601799) (lamp), Fuyao Glass Industry Group Co.Ltd(600660) (glass), Suzhou Sonavox Electronics Co.Ltd(688533) (vehicle acoustics); It is suggested to pay attention to the industrial chain of intelligent cockpit (intelligent vehicle optical service, vehicle acoustics, etc.).
