Huawei suddenly handed over the dominance of the questionnaire: Celsius took over the four major business links, and the strategic contraction of the RICO trial period emerged.

On September 15, a major shift was suddenly observed in the long-term cooperation between Huawei and Celsius.The Associated Press quoted informed people as sayingThe two sides will adjust the smart car cooperation model this week, and the product, marketing, sales, and services of the industry will be dominated by the past Huawei, changing to Celsius dominated, Huawei empowered; Huawei shifted to the participation of lighter assets.

These four powers are at the same time easy to use, and the change is not a cooperation slogan, but the question of who the world is operated by. In the past few years, Cellars has taken over the whole car manufacturing, but Huawei is deeply into product definition, intelligent driving, brand dissemination, terminal sales and user services. Consumers buy the world, but the market generally calls it "Huawei car".

The news quickly hit the capital market on the same day. The Silex A stock fell significantly in the afternoon, the closure fell by more than 5%, and the Hong Kong stock market fell by more than 6%. The capital market first realized that it was this adjustment that touched the business structure that the questionnaire had relied on in the past.

Huawei is not handing out a department, but the four core powers of operating automobiles.

The special thing in the past is that Huawei does not own a traditional sense of the whole car enterprise, but actually entered the most valuable business link of the whole car enterprise.Huawei stores became the car sales channel, and the company became the most recognizable salesman in the world, Huanmon cabin and intelligent driving shape the product selling point, and the Huawei brand directly influences consumer purchase decisions.

This model allowed Cylis to quickly complete the brand leap, and also allowed Huawei to actually master the automotive industry influence far beyond the ordinary supplier.The success of the query industry has therefore never only made a car at Cylis factory, but Huawei has pressed its technology, channels, brands and marketing machines all into a car.

In 2024, Celsius had acquired Huawei's trademarks and appearance design patents, and further invested in Huawei's Shenzhen Citizen Intelligent Technology Co., Ltd. The transaction settled on asset ownership; the new changes on September 15 further touched on actual operating rights.

If the product is dominated by Celsius, it means that the next generation of questions "what car to make" is more determined by Celsius; marketing and sales are shifted by Celsius, meaning that who controls consumers, channels and brand spread is also changing; service rights return to Celsius, and the customer relationship and business responsibility after delivery is further pushed back to the car company. The four adjustments together are actually re-responding to a question that has always been vague: is the question really a car company selling cars using Huawei technology, or is Huawei using a car company to make its own car products?

The new answer clearly moves to the former.

* Celsius finally got back the steering wheel and also took on the loss pressure

It was not easy for Celsius to obtain more complete operating rights.The company's 2026 half-year report showed that operating revenue in the first half of the year was 574.93 billion yuan, down 7.87% compared to the same period; the net profit of the parent lost 17.17 billion yuan, while the same period last year still made a profit of 29.41 billion yuan.

In the past, Huawei’s strong branding, channels and marketing capabilities helped the questioning community to gain market reputation; now, Seals must prove that after Huawei’s withdrawal from its direct business position, it can still define products, maintain sales, manage channels and take on after-sales.

Huawei, on the other hand, has another benefit: it continues to retain the industrial influence of intelligent driving, the ecosystem, technology platforms and brand empowerment, while reducing the assets, people and business pressures needed to directly intervene in the operation of a single car brand.

This is the real change behind the three words "light assets."Huawei is not leaving the automotive industry, but is re-choosing the way it controls the automotive industry.

* Changes in the remaining contractors make this contraction more politically and corporate governance meaningful

At the same time with the adjustment of the business rights of the Qingdao, there are also changes in the role of Qingdao in the company's automotive business. Qingdao has long been in charge of the company's consumer business, is one of the most important public representatives of Qingdao Intelligence Bank, and is also the most recognizable executive of the company's automotive strategy. From the Qingdao launch, product promotion to the expansion of the company's brand, he has long stood at the forefront of the company's automotive business.

Therefore, when the product, marketing, sales and service dominance of the questioning world moved to Celsius as a whole, this change in itself has shown that Huawei is rearranging the way of controlling the car plate. The past model of Huawei's deepened into the whole car business link, is shifting to the model of car companies taking over direct operations, Huawei retains technology and ecological influence.

Focus on China believes that this time point is noteworthy: Huawei is changing the questioning world from "your own deep business" to "auto enterprise management, Huawei empowerment", this change is essentially in shortening the frontline for Huawei to directly assume the results of business operations.

RICO trial is pushing Huawei’s behavior to criminal courts

Meanwhile, Huawei is facing a criminal trial in the United States that is completely different from ordinary commercial lawsuits.The U.S. Department of Justice has previously prosecuted Huawei and related entities under laws such as the Anti-Extortion and Fraud Organization Act (RICO) on charges of long-term activities including theft of business secrets, banking and messaging fraud, and violations of sanctions against Iran.

The most damaging part of RICO is that the prosecutors are not trying to describe an employee, a transaction or an isolated breach, but a long-term, organized pattern of behavior within the company. For multinationals such as Huawei, once the company itself becomes the core object of criminal trial, overseas transactions, asset arrangements, partners and ways of controlling the business enter into a new environment of risk.

In this context, observing the changes in Huawei’s automotive business, the focus is on what is happening with Huawei itself: asking the world to move its direct operating rights to CYLEX, withdrawing Huawei from the product, marketing, sales and service front lines, while continuing to retain the influence of smart driving, the ecology and the technology platform.

As a result, there has been a clear change on September 15: Huawei is still in the hands of technology, still has the Honkong Intelligence ecosystem, and has not withdrawn from the automotive market, but on the most successful question brand, it is reducing its role as a direct operator.

“Huawei” is losing its original meaning.

In the past, the so-called "Huawei doesn't make cars", there is always a real contradiction in the questioning world: although Huawei does not have a traditional complete car manufacturing license, but can decide a lot of products, marketing and sales matters, and directly touch consumers through its own channels.

Now, Celsius has taken over products, marketing, sales and services, precisely pulling this gray land back to the traditional car company model. The future questioning world can still carry Huawei smart driving, Hummond cabin and other technologies, and can still belong to Hummond Intelligence, but if the final business decision-making power is in the hands of Celsius, then "Huawei car" will be more and more just consumer calling for technology ecology, and no longer accurately describe the car's real business entity.

This also means that Huawei’s automotive strategy is entering a new phase: it can continue to influence more and more automotive brands, but it doesn’t have to personally stand at the forefront of every brand’s business, as in the past.

For Huawei, this is a shrinkage and a rearrangement; for Seals, it is a return to the brand, and also undergoing all the operating pressure. and in the context of the U.S. RICO criminal trial entering a critical phase, the September 15 transfer of operating rights also made how Huawei redistributed its direct business and technology empowerment business a new focus of observation.

The question line is still there, and the question line is still there. What really has changed is: Huawei is turning from the driver's seat to the technical seat, and Siles is sitting behind the steering wheel for the first time.