BAIC BluePark Reaffirms Unchanged Huawei Partnership for Stelato Amid AITO Model Shift
BAIC BluePark confirmed its partnership with Huawei for the Stelato luxury EV brand remains unchanged as a "carmaker + Huawei tech ecosystem" strategic community, following Huawei's cooperation model adjustment with Seres for the AITO brand. BAIC has invested over 20 billion yuan in Stelato, which reported 242,300 registrations in the first eight months of 2026, up 74.3%. A dedicated Stelato sales network under Harmony Intelligent Mobility is being built, with some stores already operational.
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Cross-source coverage
Common ground
- The BAIC-Huawei partnership for the Stelato brand is not breaking apart, and the dedicated store expansion is a logical step for growth.
- Western media often overplays cracks in Chinese tech partnerships, and the AITO model shift with Seres does not directly apply to Stelato.
- Revenue growth for Stelato is real and impressive, with 21,000 units delivered in the first half of the year, up 119% year-on-year.
- The geopolitical context matters: domestic chip supply from Huawei provides a hedge against Western sanctions.
Points of contention
- Whether the partnership is a balanced 'strategic community' or a platform relationship where BAIC bears disproportionate financial risk.
- Whether BAIC's 1.9 billion yuan loss is a deliberate investment phase or a sign of unsustainable cash burn.
- Whether Huawei's chips being behind global leaders is a competitive disadvantage or a strategic necessity for sovereignty.
- Whether the Apple-Foxconn analogy applies, with one side arguing it shows deeper integration and the other saying it ignores BAIC's co-branding and risk.
Blind spots
- Both sides overlook how consumer perception of ecosystem integration (like HarmonyOS) might outweigh raw chip performance in China's luxury market.
- The debate doesn't fully address whether BAIC can scale fast enough to hit 100,000 annual units before its cash reserves run out.
- Neither side explores how the partnership might evolve if Stelato fails to meet volume targets, such as potential restructuring or exit clauses.
WorldAttention’s read
The BAIC-Huawei partnership is stable and strategically logical, but it's not a perfectly equal relationship. BAIC is taking on most of the financial risk with its 20 billion yuan investment and dedicated stores, while Huawei provides technology and brand cachet. The real test isn't whether the model works in theory—it's whether BAIC can scale Stelato to around 100,000 units annually to justify the costs. Geopolitical factors add complexity, as Huawei's domestic chips offer sovereignty but may lag behind global competitors on performance. Ultimately, this is a high-stakes bet on China's luxury EV future, where success depends on execution, not just narrative.
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BAIC Invests Over 20 Billion Yuan in Stelato Project, Sales Up 53%, Huawei Partnership Unchanged
BAIC BluePark (600733.SH) has clarified that its cooperation model with Huawei for the Stelato (享界) brand remains unchanged, despite recent adjustments in the Harmony Intelligent Mobility Alliance (鸿蒙智行) partnership with Seres. The company stated that since the S9T launch in 2025, the partnership has upgraded to a 'carmaker + Huawei tech ecosystem' strategic community, with no change in positioning or model. BAIC BluePark reported August 2026 sales of 17,600 vehicles, up 29.88% year-on-year, and cumulative eight-month sales of 139,300 vehicles, up 53.14%. Third-party data shows Stelato brand registrations reached 242,300 units in the first eight months of 2026, a 74.3% increase, with the S9T as the main model at 16,400 units. BAIC has invested over 20 billion yuan in the Stelato project and plans further investment. The company is building a dedicated Harmony Intelligent Mobility Stelato sales network, with some stores already operational. New models include the G9 SUV and V8 MPV, with V8 pre-orders starting September 28, 2026.
Read sourceBAIC BluePark Invests Over 20 Billion Yuan in Stelato Project, Sales Up 53% as Huawei Partnership Unchanged
BAIC BluePark (600733.SH) has responded to market concerns following a change in the cooperation model between Harmony Intelligent Mobility Alliance (HIMA) and Seres, stating that its partnership with Huawei for the Stelato brand remains unchanged. The collaboration has been upgraded to a 'carmaker + Huawei technology ecosystem' strategic community. BAIC BluePark reported August 2026 sales of 17,600 vehicles, up 29.88% year-on-year, and cumulative sales of 139,300 vehicles in the first eight months, up 53.14%. Stelato brand sales reached 242,300 units in the first eight months, a 74.3% increase, with the Stelato S9T as the main model. BAIC has invested over 20 billion yuan in the Stelato project and plans further investment. The company is building a dedicated Stelato sales network within the HIMA channel system. New models Stelato G9 and V8 are scheduled for delivery, with V8 pre-orders starting September 28, 2026.
Read sourceBAIC and Huawei Confirm Unchanged Cooperation Model for Stelato Brand
Amid industry debate over Huawei's cooperation model with Seres for the AITO brand, BAIC BluePark has publicly clarified that its partnership with Huawei for the Stelato (Xiangjie) brand remains unchanged. Stelato is positioned as a high-end luxury brand under the Harmony Intelligent Mobility (Hongmeng Zhixing) ecosystem, with BAIC and Huawei forming a strategic 'automaker + Huawei tech ecosystem' alliance. Since the launch of the S9T last year, Stelato has expanded its lineup to include sedans, station wagons, SUVs, and MPVs, covering flagship models such as the S9, S9T, G9, and V8. The company also confirmed that the dedicated Stelato dealer network, initiated last year, is now operational and integrated into the unified Harmony Intelligent Mobility management system. Industry analysts note that the unchanged cooperation model means Huawei retains deep involvement in product definition and channel operations. Stelato's competitive advantage is seen in its combination of flagship positioning, broad product range, and BAIC's luxury manufacturing heritage, including talent from the former Beijing Benz production system. The article concludes that both parties have mutual strategic needs: Stelato requires Huawei's technology and channel strength to scale, while Huawei needs Stelato to anchor its high-end luxury positioning within the ecosystem.
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After AITO, Stelato Takes Over: BAIC-Huawei Cooperation Unchanged, Flagship Full-Category Lineup Opens Volume Growth
Following a query about Huawei and Seres, BAIC BluePark responded regarding its luxury new energy vehicle market, stating that its Stelato brand has established a full-category lineup including sedans, station wagons, SUVs, and MPVs, with flagship models like S9, S9T, G9, and V8. BAIC and Huawei will continue to deepen cooperation around the Stelato brand to create premium flagship products. Notably, since the S9T launch, Stelato has started building a dedicated Hongmeng Zhixing network, with some stores now open and under unified management. Industry analysts note that BAIC's key signal is that the 'cooperation model remains unchanged,' meaning Huawei retains deep involvement in product definition and channel operations. Stelato is positioned as a brand with both flagship prestige and volume potential within the Hongmeng Zhixing system, leveraging BAIC's luxury manufacturing heritage from its Beijing Benz system. The analysis suggests a mutual dependency: Stelato needs Huawei's tech and channel power to scale, while Huawei needs Stelato to hold the high-end luxury position in its ecosystem.
Read sourceWhy Richard Yu Frequently Promotes Stelato? Huawei's High-End Auto Strategy Signals Shift
This analysis from Stockstar examines why Huawei's Richard Yu (Yu Chengdong) has been increasingly visible promoting the Stelato (Xiangjie) brand, a joint venture with BAIC BluePark. The article argues that Yu's repeated appearances at product launches for the S9T and G9 models signal that Stelato is a core part of Huawei's high-end automotive strategy within the Harmony Smart Mobility (Hongmeng Zhixing) ecosystem, not a peripheral brand. BAIC BluePark has confirmed that the cooperation model remains unchanged, with Stelato positioned as a 'strategic community' combining automaker and Huawei's tech ecosystem. The article notes that Stelato's dedicated sales network (zhuanwang) was planned since the S9T launch in 2025, not a recent reaction to market changes. Stelato targets the 'executive luxury' market above 300,000 RMB, competing with traditional BBA brands, and is building a full product matrix including sedans, SUVs, and MPVs. The analysis concludes that Huawei's sustained resource commitment to Stelato is key to its long-term brand building and competitive differentiation in the premium EV segment.
BAIC BluePark Confirms Unchanged Strategic Partnership with Huawei for Stelato Brand
BAIC BluePark, the automaker behind the Stelato (享界) luxury electric vehicle brand, has confirmed that its cooperation model with Huawei remains unchanged as a 'strategic community,' following a recent adjustment in the AITO (问界) brand partnership between Huawei and Seres. In a statement to China Business Journal on September 22, BAIC BluePark emphasized that Stelato, a high-end luxury brand jointly developed with Huawei, continues under the 'automaker + Huawei tech ecosystem' framework established since the S9T launch. The company clarified that Stelato's dedicated sales network, part of the Harmony Intelligent Mobility Alliance (鸿蒙智行) system, is progressing as planned and is not a signal of a shift in cooperation. Industry analysts cited in the report view the divergent cooperation models within the alliance as a sign of maturity, allowing tailored partnerships based on automaker capabilities. BAIC BluePark reported 2025 revenue of 27.94 billion yuan (up 92.53% year-on-year) and new energy vehicle sales of 209,600 units (up 84.06%), with Stelato as a key growth driver. The company plans to invest 20 billion yuan over three years in the partnership and operate 40 Stelato dedicated stores by 2026.
Read sourceBAIC BluePark Confirms Unchanged Cooperation Model with Huawei for Stelato Brand
BAIC BluePark, in an investor relations record dated September 20, 2026, stated that the cooperation model with Huawei for the Stelato (享界) brand remains unchanged. The company confirmed that the Hongmeng Zhixing Stelato dedicated sales network is progressing as planned, with some stores and customer centers already operational. This network is part of the broader Hongmeng Zhixing channel system and operates under unified management. BAIC BluePark emphasized that Stelato is a joint high-end luxury brand, and the partnership has evolved into a 'vehicle manufacturer + Huawei technology ecosystem' strategic alliance. The company also noted that Stelato has a full product lineup including sedans, wagons, SUVs, and MPVs, with models such as the S9, S9T, G9, and V8. Deliveries of the G9 are underway, and the V8 is being pre-marketed. The clarification follows recent industry discussion about Huawei's cooperation model adjustment with Seres for the AITO brand.
Read sourceBAIC BluePark Says Cooperation Model With Huawei Unchanged, Xiangjie Network Under Planning
On September 22, BAIC BluePark responded to recent market discussions regarding adjustments to the cooperation model between Seres and Huawei for the AITO brand, which had raised concerns about the future development of other HarmonyOS Smart Mobility brands. BAIC BluePark stated that Xiangjie (Stelato) is a high-end luxury brand jointly created by BAIC and Huawei. Since the launch of the S9T model last year, the partnership has been upgraded to a 'carmaker + Huawei technology ecosystem' strategic alliance, and this positioning and cooperation model remain unchanged. BAIC BluePark also noted that since the S9T launch, Xiangjie has initiated the construction of a dedicated HarmonyOS Smart Mobility Xiangjie network. This year, some dedicated network stores and user centers have officially opened. The Xiangjie dedicated network is jointly planned by BAIC and Huawei and, like other HarmonyOS Smart Mobility channel formats, is integrated into the unified management system of HarmonyOS Smart Mobility. This model has not changed.
Read sourceBAIC BluePark Says Stelato Exclusive Stores Do Not Signal Change in Huawei Cooperation Model
BAIC BluePark clarified on September 21 that its new exclusive dealership network for the Stelato brand is a complementary measure within the HarmonyOS smart mobility channel system, not a shift in its cooperation model with Huawei. The statement came after market speculation that Stelato would follow AITO's path toward independent sales operations. BAIC BluePark disclosed in an investor meeting summary that the exclusive network was initiated after the Stelato S9T launch in mid-2025, with a recruitment meeting held on June 12, 2025, attended by 126 dealers across 66 cities. By end of 2025, the company reported over 900 total stores nationwide, including 17 Stelato exclusive outlets. The 2026 plan is to expand exclusive stores in tier-1 to tier-3 cities. BAIC BluePark emphasized that Stelato remains a joint premium brand under the 'automaker + Huawei technology ecosystem' strategic partnership, and all exclusive stores operate under HarmonyOS' unified management system. The article also notes that Stelato now offers a full lineup of sedans, wagons, SUVs, and MPVs, with the G9 SUV and V8 MPV set for delivery and pre-order in late September 2026.
Read sourceBAIC BluePark Confirms Unchanged Cooperation Model with Huawei for Stelato Brand
BAIC BluePark, in response to institutional investor inquiries, confirmed that the cooperation model between its Stelato (Xiangjie) brand and Huawei remains unchanged. The partnership has been upgraded to a 'carmaker + Huawei tech ecosystem' strategic community since the launch of the S9T last year, a status that has not shifted. Stelato is positioned as BAIC's flagship brand for high-end new energy vehicles and a core member of the Harmony Intelligent Mobility Alliance (HIMA). The company detailed its full-category product lineup including sedans, SUVs, and MPVs, and highlighted the G9 SUV's market reception. Regarding the dedicated HIMA Stelato sales network, BAIC stated that construction is progressing as planned, with some stores already operational this year. This network is integrated into the unified HIMA management system, a model that remains unchanged, and is a joint initiative to strengthen Stelato's sales channels within the HIMA ecosystem.
Read sourceBAIC BluePark Confirms Stye Cooperation Model Unchanged, Proceeds with Exclusive Network
Following Huawei's adjustment of its cooperation model with Seres for the AITO brand, BAIC BluePark (600733) has confirmed that its partnership with Huawei for the STELATO brand remains unchanged. In an analyst meeting on September 20, the company stated the cooperation has been upgraded to a 'vehicle enterprise + Huawei technology ecosystem' strategic community, with no change in positioning or model. BAIC BluePark is proceeding with the construction of an exclusive 'Hongmeng Zhixing Stelato' sales network, which will operate within the unified Hongmeng Zhixing management system. The company plans to operate 40 dedicated Stelato stores by 2026, focusing on first- to third-tier cities. This comes after Huawei and Seres announced a new cooperation model on September 15, where AITO's product definition, design, marketing, and retail will be led by Seres, with Huawei providing support. BAIC BluePark emphasized that the AITO adjustment does not affect STELATO, LUXEED, or other brands. The company is also strengthening the STELATO brand identity, having changed vehicle badges from 'BAIC New Energy' to 'BAIC Group' and the product trademark to 'STELATO'. BAIC BluePark reported a net loss of 1.938 billion yuan for the first half of 2026, narrowing from a 2.308 billion yuan loss a year earlier, while revenue grew 21.86% to 11.597 billion yuan. Vehicle sales are expanding, with BAIC New Energy delivering 145,400 units in the first eight months of 2026, up 80.10% year-on-year. The STELATO brand delivered 21,000 units in the first half, up 119.58%. The company plans to launch a high-end luxury MPV in the second half of 2026, aiming for full coverage of sedans, wagons, SUVs, and MPVs in the luxury new energy market above 300,000 yuan.
Read sourceBAIC BluePark Confirms Stellantis Cooperation Model Unchanged, Pushes Ahead with Exclusive Stelato Dealer Network
Following Huawei's adjustment of its cooperation model with Seres for the AITO brand, BAIC BluePark (600733) has clarified that its partnership with Huawei for the Stelato (享界) brand remains unchanged. In a September 20 analyst meeting disclosed on September 21, BAIC BluePark stated the cooperation has been upgraded to a 'vehicle maker + Huawei tech ecosystem' strategic community, with no change in positioning or model. The company is advancing the construction of an exclusive Stelato dealer network under the Harmony Intelligent Mobility (鸿蒙智行) umbrella, which will be integrated into the unified management system. BAIC BluePark plans to operate 40 Stelato exclusive stores by 2026, focusing on tier-1 to tier-3 cities. The Stelato brand identity has been strengthened by changing the vehicle badge from 'BAIC New Energy' to 'BAIC Group' and the product trademark from 'Huazhang' to 'Stelato'. BAIC BluePark reported a net loss of 1.938 billion yuan in H1 2026, narrowing from 2.308 billion yuan a year earlier, while revenue rose 21.86% to 11.597 billion yuan. Stelato deliveries reached 21,000 units in H1 2026, up 119.58% year-on-year. The company plans to launch the Stelato G9 SUV and a high-end luxury MPV in H2 2026, aiming to become the first brand to cover all four vehicle categories (sedan, wagon, SUV, MPV) in the luxury new energy market above 300,000 yuan.
Read sourceBAIC BluePark Reaffirms Deep Cooperation with Huawei for Stelato Brand
BAIC BluePark has responded to market speculation following a September 15 announcement by Harmony Intelligent Mobility Alliance (HIMA) and AITO, which stated that AITO would explore a new cooperation model with Huawei where SERES leads product definition, design, marketing, retail, and service, while Huawei provides enabling support. The announcement clarified that the adjustment applies only to AITO, while other brands including Stelato (Xiangjie) retain Huawei's deep involvement. BAIC BluePark confirmed to reporters that its partnership with Huawei for the Stelato brand remains a 'strategic community' with shared investment in brand building and joint teams across product definition, development, manufacturing, quality inspection, and channel operations. The company noted that Stelato has launched a full lineup of sedans, wagons, SUVs, and MPVs, and is building a dedicated Stelato network within the HIMA system. Industry analysts cited in the report view the emergence of two different cooperation models within HIMA as a sign of maturity in cross-border smart vehicle partnerships, allowing tailored approaches based on automaker capabilities. BAIC BluePark's 2025 revenue reached 27.94 billion yuan, up 92.53% year-on-year, driven by the Stelato brand. The company plans to invest 20 billion yuan over three years in design, intelligent driving, smart cabins, and quality, and aims to operate 40 Stelato exclusive stores by 2026.
Read sourceBAIC BluePark Reaffirms Stelato Cooperation Model with Huawei, Proceeds with Exclusive Network
Following Huawei's adjustment of its cooperation model with Seres for the AITO brand, BAIC BluePark (600733) has clarified that its partnership with Huawei for the Stelato (享界) brand remains unchanged. In an analyst meeting on September 20, 2025, BAIC BluePark stated the cooperation is defined as a 'strategic community of carmaker + Huawei technology ecosystem,' a positioning and model that has not changed. The company is proceeding with the construction of a dedicated Stelato sales network under the Harmony Intelligent Mobility (鸿蒙智行) umbrella, with 40 exclusive stores planned for 2026. This network will be integrated into the unified management system of Harmony Intelligent Mobility. BAIC BluePark also noted that Stelato's brand identity has been strengthened by changing the vehicle badge from 'BAIC New Energy' to 'BAIC Group' and the trademark from 'Huazhang' to 'Stelato.' The company's dual-brand strategy is in a key verification period in 2026, with the Stelato G9 SUV launched in August and a high-end luxury MPV planned for the second half of the year. BAIC BluePark aims for Stelato to become the first brand to cover all four major vehicle categories (sedan, station wagon, SUV, MPV) in the premium new energy market above 300,000 yuan.
Read sourceBAIC BluePark Meets with CITIC Securities and CITIC Construction Investment for Investor Q&A
On September 21, 2026, BAIC BluePark disclosed an investor survey announcement, stating that it hosted an analyst meeting on September 20 with CITIC Securities and CITIC Construction Investment. The company was represented by Board Secretary Qiao Yuanhua and Capital Market Manager Wang Yanan. During the Q&A, BAIC BluePark addressed questions about its cooperation model with Huawei for the Stelato brand. The company confirmed that the partnership model, described as an 'automaker + Huawei tech ecosystem' strategic community, has not changed since the launch of the S9T last year. BAIC BluePark stated that Stelato is a high-end luxury brand jointly built with Huawei and is a core member of the Harmony Intelligent Mobility Alliance (HIMA). The company noted that Stelato has formed a full product lineup including sedans, station wagons, SUVs, and MPVs, with models such as S9, S9T, G9, and V8. Regarding the Stelato G9 SUV, BAIC BluePark said it has received high market attention and that deliveries are progressing in an orderly manner. The company also confirmed that the dedicated Stelato sales network under HIMA is being built as planned, with some stores already open, and that this network is managed under the unified HIMA system.