AIDrive’s Cooperation Model Undergoes Change: Is Xiaomi Pengcheng the Unexpected Winner?

09/20 2026 573

Recently, the transformation of AIDrive’s cooperation model has sparked widespread discussion throughout the automotive sector. As the inaugural brand within the Hongmeng Zhixing ecosystem to incorporate the character "Jie" in its name, AIDrive has witnessed remarkable sales achievements in China’s premium automotive market, largely attributable to Huawei’s technological prowess and market influence. Consequently, the adjustment in Huawei and Seres’ collaborative framework concerning AIDrive has naturally emerged as a focal point within automotive circles.

This raises several pertinent questions: What drives the change in AIDrive’s cooperation model? How will this shift impact vehicle owners? And what role does Xiaomi Pengcheng play in this scenario? Let’s delve into these inquiries further.

Firstly, let’s dissect the rationale behind AIDrive’s cooperation model alteration. According to online analyses, for each AIDrive vehicle sold, Seres is obligated to remit a substantial fee exceeding one hundred thousand yuan to Huawei, encompassing technology licensing and channel services. In contrast, Seres’ net profit per vehicle hovers just above ten thousand yuan. While this financial disparity is notable, attributing it as the primary catalyst for the cooperation model change may be somewhat simplistic.

A deeper understanding of Huawei’s automotive strategy reveals that its core tenet has always been to refrain from direct vehicle manufacturing and instead empower enterprises to craft superior automobiles. Leveraging its technological edge in smart cockpits, intelligent assisted driving, intelligent chassis, and three-electric systems, Huawei has forged deep collaborations not only with the "Five Jie" brands under the Hongmeng Zhixing umbrella but also with traditional joint-venture automakers like Audi, Toyota, Nissan, and Jaguar Land Rover. This underscores Huawei’s status as a premier automotive supplier on the global stage.

Against this backdrop, if Huawei persists in providing comprehensive resources to AIDrive, it would inevitably encroach upon the market space of the other "Four Jie" brands within the Hongmeng Zhixing ecosystem and automotive brands outside of it. Presently, AIDrive’s sales constitute over 70% of the Hongmeng Zhixing alliance. From Huawei’s perspective, AIDrive has matured into a self-sufficient entity, potentially serving as the primary impetus for the cooperation model shift.

Now, let’s examine the ramifications of AIDrive’s new cooperation model on vehicle owners. While it may seem that an AIDrive led by Seres lacks the reassurance of one spearheaded by Huawei, this perception is largely subjective. Hongmeng Zhixing has officially clarified that AIDrive remains an integral part of the Hongmeng Zhixing family, with Seres taking the helm and Huawei’s consumer business division offering support. Consequently, all existing rights and subsequent services for AIDrive users remain intact.

AIDrive has also explicitly reassured car owners that the experience under the new model will only enhance. The new cooperation model focuses not only on crafting exceptional vehicles but also on delivering superior service to premium users. What evolves is the division of labor; what remains steadfast is the technology, products, and services.

Furthermore, AIDrive has announced the revival of the "AIDrive Grand Hotel," offering not only buffet and freshly ground coffee services but also a host of perks such as complimentary car washes, free glass water refills, and free charging. Some netizens have humorously remarked that after investing hundreds of thousands of yuan, one not only acquires a vehicle but also three meals a day.

Despite official statements from both Hongmeng Zhixing and AIDrive, it’s undeniable that the cooperation model change has had some adverse effects. Some car owners have reported a perceived "depreciation" of their newly purchased vehicles, including those of the recently delivered AIDrive M9 Ultimate Extended Edition. Certain owners have acknowledged that their decision to purchase AIDrive was influenced by Huawei, and they question the rationale behind paying a premium if Huawei withdraws its support. Some have even expressed intentions to return their vehicles.

In the used car market, the cooperation model change has also led to a general decline in the quoted prices of AIDrive models by approximately 50,000 yuan.

In stark contrast, Xiaomi Pengcheng’s two newly launched range-extended hybrid SUVs have reportedly experienced a staggering 635% surge in orders, potentially linked to the AIDrive cooperation model change, given that both models are large-sized range-extended hybrid SUVs.

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