Recently, an online claim stating that ‘for every AITO vehicle sold, 136,000 RMB flows to Huawei’ has sparked widespread attention. This assertion requires careful scrutiny. AITO is a smart electric vehicle brand co-developed by Seres and Huawei. Huawei contributes core technologies such as intelligent cockpit systems, electric drive units, and autonomous driving solutions, and also participates in product definition and sales channel support. However, Huawei has repeatedly emphasized that it does not manufacture cars itself but empowers automakers through its ‘Huawei Inside’ model.The figure of 136,000 RMB likely stems from a misunderstanding of the vehicle’s cost structure. In reality, the price of an AITO M7 or M9 includes costs for manufacturing, batteries, chips, software, marketing, and distribution. As a technology supplier, Huawei receives fees for licensing or services, but the exact amount is confidential and undisclosed. If true, 136,000 RMB per vehicle would far exceed typical industry rates for tech partnerships, making the claim highly questionable.While Huawei and Seres maintain a deep strategic collaboration, they operate as financially independent entities. Vehicle payments are collected by the automaker (e.g., Seres), which then pays Huawei according to their agreement. Therefore, the notion that ‘136,000 RMB is transferred to Huawei per vehicle sold’ is inaccurate and misleading. A rational understanding of tech companies’ roles in the smart EV supply chain helps clarify the true dynamics of industry development.
近期有网络传言称‘每卖出一辆问界汽车,就有13.6万元流向华为’,引发广泛关注。对此,需理性看待。问界(AITO)是赛力斯与华为联合打造的智能电动汽车品牌,华为在其中主要提供智能座舱、电驱动系统、自动驾驶解决方案等核心技术,并参与产品定义与渠道销售。但华为多次强调,其不直接造车,而是以‘Huawei Inside’模式赋能车企。所谓‘13.6万元流向华为’的说法,可能源于对车辆成本结构的误读。实际上,一辆问界M7或M9的售价中,包含整车制造、电池、芯片、软件、营销及渠道等多项成本。华为作为技术供应商,会收取相应的技术授权或服务费用,但具体金额属于商业机密,未公开披露。13.6万元若属实,将远超行业常规技术合作分成比例,缺乏可靠依据。华为与赛力斯的合作属于深度协同,但财务上各自独立。消费者支付的购车款由整车企业(如赛力斯)收取,再根据合作协议向华为支付相关费用。因此,‘每卖一辆就转13.6万给华为’的说法并不准确,容易误导公众。理性看待科技企业在智能汽车产业链中的角色,有助于更清晰理解行业发展逻辑。
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