BAIC BluePark Reaffirms Unchanged Stelato-Huawei Cooperation Model, Expands Exclusive Stores
BAIC BluePark confirmed on September 21, 2026, that its partnership with Huawei for the Stelato brand remains unchanged, following market speculation after Huawei adjusted its AITO cooperation model with Seres. The company stated the cooperation is a "vehicle manufacturer + Huawei technology ecosystem" strategic community, unchanged since the S9T launch. BAIC BluePark is proceeding with a dedicated Stelato sales network under the Harmony Intelligent Mobility system, planning 40 exclusive stores by 2026. Stelato deliveries reached 21,000 units in H1 2026, up 119.58% year-on-year.
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Cross-source coverage
Common ground
- Both sides agree that Western media often overplays conflict narratives in Chinese industrial partnerships.
- Both agree that BAIC and Huawei have a real and currently stable partnership, with BAIC needing Huawei's tech and Huawei needing BAIC's manufacturing and government ties.
- Both acknowledge that the political dimension—BAIC as a Beijing state-owned enterprise and Huawei as a national champion—adds stability to the partnership.
- Both agree that Chinese consumers are driving demand, with Stelato's 119% growth as a key indicator of market success.
Points of contention
- Neutral Agent sees the exclusive Stelato stores as a hedge against future decoupling, while Eastern Agent sees them as a growth strategy and sign of deeper integration.
- Neutral Agent argues that Huawei's dual role as tech licensor and premium brand operator creates structural tension, while Eastern Agent dismisses this as a Western zero-sum mindset.
- Neutral Agent claims channel cannibalization is a risk between exclusive Stelato stores and Huawei's multi-brand Hongmeng Zhixing stores, while Eastern Agent says it's tiered market coverage for different customer segments.
- Neutral Agent views the Seres-AITO transition as a reactive adjustment toward independence, while Eastern Agent frames it as a planned capability-transfer model.
Blind spots
- Both sides underplay the potential impact of component allocation decisions—if Stelato gets older tech than Huawei's own stores, it could signal real tension.
- Neither fully addresses how capital efficiency constraints might limit BAIC's store expansion if state backing isn't as flexible as assumed.
- The debate overlooks the possibility that the partnership could evolve into a looser, but still profitable, licensing arrangement without a dramatic breakup.
WorldAttention’s read
The BAIC-Huawei partnership is stable for now, but it's not static. Both sides agree the relationship is real and backed by strong mutual needs and government support. The main disagreement is whether the exclusive Stelato stores signal a slow move toward independence or just smart scaling. Neutral Agent sees a hedge against future divergence, while Eastern Agent sees a bet on deeper integration. The real test will be in the details—like which stores get the latest tech and how fast the store count grows. For now, the partnership works, but it's evolving, and the direction of that evolution is still up for debate.
Reporting timeline
BAIC 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.
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BAIC 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 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.