周一，華為與東風嵐圖正式簽署戰略合作協議。
東風方面，由東風嵐圖多位核心高管，包括CEO盧放、COO蔣燾，陪同東風汽車集團黨委常委、副總經理尤崢出席簽約儀式。至於華為方，則是華為副董事長徐直軍、華為智能汽車解決方案BU CEO靳玉志座談並共同見證簽約。
有意思的是，本次華為方並未看見餘承東的身影。
坊間猜測，目前華為“造車”已分成兩大派系——由徐直軍主導的HI模式，以及餘承東掌權的智選車模式。
2019年9月，華為正式成立智能汽車解決方案事業部。彼時，華為對外傳遞的信息是，為車企提供解決方案，如智能化、新能源零部件等，即“幫車企造好車”。
中國文化包羅萬象，博大精深，短短六個字，卻可以有著不同的解讀，如“幫車企造 好車”和“幫車企造好 車”。一字之差，謬之千裡。
前者偏向於Tier 1/Tier 0.5供應商，類似博世、大陸等零部件供應商，後者直接參與到產品研發、設計全過程。
結合目前華為三種造車模式來看，Tier 1模式與Hi模式都屬於前者，而智選車模式則是屬於後者。
無論是Tier 1模式，還是HI模式，華為都隻是以供應商的身份參與到車企造車過程中。以Tier 1為例，華為向各車企提供零部件，如電機、電池管理系統、智能座艙等相關零件。
作為Tier 1模式的“進階版”——HI模式，主要向車企提供全棧智能汽車解決方案，包括計算與通信架構等，唯一的變化是車身標有“HI”標識，例如極狐阿爾法S HI版、阿維塔11、阿維塔12等。
以上兩種合作模式，均沒有深入到“靈魂”。
智選車模式下，華為從整車產品定義到售後，幾乎全流程參與，合作車型也將進入華為銷售渠道。盡管賽力斯多次對“華為代工廠”一詞否認，但賽力斯在AITO問界產品研發上的參與度，似乎說明了一切。
HI模式與智選車模式在合作方式上的差異，反映的是徐直軍與餘承東二人在看待“華為造車”問題上的兩種不同態度。
金庸小說裡有一段公案——“華山派系之爭，劍宗厲害還是氣宗厲害”。
這一公案，與當下華為車BU的兩大派系之爭近似，均是為門派/企業的未來發展路線而爭鬥。
餘承東站臺的“智選車”模式，可以視作“少壯派”，鋒芒畢露。在“少壯派”看來，當下大環境對於華為而言，既是危機，更是機遇，隻有將華為技術運用於產品終端上才能夠實現最大商業化，甚至有望開拓新的業務路線。
對比餘承東，徐直軍為代表的華為HI模式，戰略規劃相對保守，可看作“保守派”。“保守派”認為“造車”成本投入巨大且周期長，重點是存在汽車芯片再次被制裁的風險。因此，堅持不造車、隻做供應商，能夠讓華為規避風險，至少不會影響汽車行業用戶關系。
這一刻，“少壯派”與“保守派”在華為車BU業務前行方向上，出現了嚴重分歧。重點是，雙方的火藥味越來越濃，這一點可以從兩大派系主導者在各大公開場合言論看出。
2023年3月，餘承東為了推動智選車模式發展走了步“險棋”，默許供應商將“AITO問界”字樣改為“HUAWEI問界”。
這一改，令車圈為之震驚，甚至有媒體解讀為“華為籌備下場造車”。
隨後，彼時華為輪值董事長徐直軍在財報發佈會上點明“有人”在“造車”上反復做文章。
至此，派系之爭開始浮出水面。盡管任正非簽署的最新一版《關於華為不造車的決議》將爭端壓下去，但是雙方暗地裡的角逐卻從未停歇。
同年4月，餘承東在中國電動汽車百人會高層論壇上表示：“目前HI模式僅剩長安阿維塔，廣汽放棄不做了，北汽極狐的產品定義和競爭力存在一些問題。”餘承東的一番話，引起了行業對HI模式的質疑。
加上新問界M7、問界M9、智界S7等車型的陸續上市，以及產品鋪天蓋地的宣傳，智選車模式的聲量直接將HI模式覆蓋。一時間，派系之爭似乎有了結果。
然而，東風嵐圖的加入，華為HI模式被重新審視。另外，繼東風嵐圖之後，周鈃在社交平臺上發文，並提及新車將鴻蒙座艙，這一消息令人不得不猜測五菱也加入華為HI模式的“朋友圈”。
這一變化，預示著在車市日益激烈的前提下，車企為了強化自身競爭力，已然將目光投向華為HI模式。隨著華為HI模式“朋友圈”不斷擴容，華為智選車“聯盟”成員不斷增加，餘承東與徐直軍之間“博弈”再次拉開序幕。
派系之爭，自古有之，加上華為在國內強大的號召力，讓這場“路線”博弈備受關註。
HI模式與智選車模式，誰能最終勝出？
不可否認，華為智選車賦能下，新問界M7銷量漲幅明顯，甚至開始向理想L系列車型總銷量逼近。然而，問界M7隻是智選車眾多“學生”中成績最好的一個，包括問界M5、智界S7等在內，產品銷量並不突出，還有待考量。
除了產品銷量問題以外，華為的實力讓眾多車企忌憚。正如上述所說，華為不僅能深度參與產品定義、設計、軟硬件開發等，而且還能深度參與品牌營銷、渠道建設，近乎全能的實力，讓眾多車企不得不提高戒備心。
或許這也是為什麼智選車模式難以在主流車企中得以推廣。
繼陳虹的“靈魂論”之後，朱華榮在2024長安汽車全球夥伴大會上，除了對長安汽車與華為簽署的《投資合作備忘錄》及新合資公司進展進行回應以外，還表達了對HI模式的支持。
可以預見的是，華為HI模式已是主流車企能夠承受的極限。另外，華為HI模式以及Tier 1模式的發展潛力巨大。數據顯示，汽車智能化滲透率每提高1%，全球汽車零部件（除美國市場）市場擴大33億美元；智能化與電動化同時提高1%，全球汽車零部件將擴大60億美元以上。
結合華為的零部件佈局來看，基本覆蓋智能電動汽車零部件，如鴻蒙座艙、途靈底盤、Drive ONE電驅系統等。對此，不少業內人士認為，與其在激烈的汽車市場中浮沉，隱身在車企背後做供應商或許才是最佳選項。
當然，華為車BU之爭隻是行至半途，距離結果公佈仍有一段時間。可以肯定的是，徐直軍與餘承東在路線上的分歧，更多的是在為華為的將來“爭”個方向。
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