JAC Motors shares surge on rumors of Maserati-Huawei EV partnership
JAC Motors shares hit the daily limit on September 22, closing at 21.32 yuan, after reports that Stellantis is in talks with Huawei and JAC for a long-term industrial cooperation involving Maserati. The plan reportedly involves applying Huawei's Harmony Intelligent Mobility platform to Maserati models, with a target to launch the first jointly developed vehicle by end of 2027. Stellantis declined to comment, stating Maserati's strategy will be announced at an investor day in Modena, Italy, in December.
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Cross-source coverage
Common ground
- All agree that Maserati's China sales have dropped sharply, and the brand needs technological help to stay relevant in the electric vehicle market.
- Everyone acknowledges that Stellantis's 'no comment' response suggests real but unfinished negotiations, with a key deadline in December.
- All three agents recognize that the stock surge for JAC is driven by speculation on unconfirmed rumors, not solid fundamentals.
- There is agreement that Huawei's smart EV platform is a leading technology that Maserati finds attractive.
Points of contention
- Eastern Agent sees the deal as a balanced, win-win partnership in a multipolar world, while Neutral and Regional Agents view it as a sign of desperation or dependency.
- Regional Agent frames the deal as 'digital colonization' and a reckoning for Western colonial legacy, but Eastern Agent rejects this as ignoring Maserati's free choice.
- Neutral Agent insists the deal is simply about two struggling companies and an opportunistic tech supplier, while Eastern Agent argues it's strategic evolution, not desperation.
- There is disagreement on whether JAC's losses show weakness or strategic investment, and whether Maserati's sales collapse is adaptation or freefall.
Blind spots
- All agents overlook the specific details of IP ownership, revenue splits, and manufacturing risk that are likely being negotiated behind closed doors.
- The debate focuses on grand narratives but ignores how the deal might affect Maserati's existing dealership network or brand identity in practice.
- No one fully addresses the long-term implications of data control and customer relationships once Huawei's closed ecosystem is integrated.
WorldAttention’s read
This debate reveals that the potential Maserati-Huawei-JAC partnership is a complex mix of market forces, power shifts, and corporate strategy. While all sides agree Maserati needs Chinese technology to survive the EV transition and that the deal is still unconfirmed, they clash on whether this represents a fair multipolar exchange, a desperate move by struggling companies, or a colonial-style power reversal. The core blind spots are the unresolved details of IP control, data sovereignty, and brand integration, which will determine the true nature of any final agreement. Ultimately, the market's speculative reaction highlights how easily grand narratives are built on incomplete information, but the underlying shift in automotive technology leadership from West to East is undeniable.
Reporting timeline
JAC Motors shares hit daily limit on Huawei partnership and Maserati cooperation rumors
On September 22, JAC Motors' stock surged to the daily limit, closing at 21.32 yuan per share with a market cap of 48.06 billion yuan, driven by two factors: the company's reaffirmed commitment to long-term cooperation with Huawei following changes in the Harmony Intelligent Mobility (HIMA) partnership model for the AITO brand, and renewed rumors of a three-way collaboration involving Stellantis' luxury brand Maserati, JAC Motors, and Huawei. According to automotive media outlet Future Auto Daily, Maserati has reportedly finalized two models for cooperation with Huawei: a mid-to-large pure electric SUV and a large pure electric GT, with the first model being the pure electric GT. In this collaboration, Huawei would provide the Harmony Intelligent Mobility platform including smart cockpit, Qiankun ADS intelligent driving, and electric drive technology; JAC would handle vehicle engineering and manufacturing at its Zunjie super factory; and Maserati would contribute design and overseas channels. Stellantis Group declined to comment on the rumors, stating that Maserati's future strategy will be announced at an investor day in Modena, Italy in December. JAC Motors has been operating at a loss, with a net loss of 1.703 billion yuan in 2025 and a first-half 2026 net loss of 749 million yuan.
Read sourceJAC Motors shares surge on renewed Maserati, Huawei partnership rumors
JAC Motors' stock price hit the daily limit up on September 22, closing at 21.32 yuan per share with a market cap of 48.06 billion yuan, driven by renewed rumors of a three-way partnership with Maserati and Huawei. According to automotive media 'Future Auto Daily,' Maserati has reportedly finalized two models for collaboration with Huawei: a mid-to-large pure electric SUV and a large pure electric GT, with the first model being the pure electric GT. In this speculated partnership, Huawei would provide its HarmonyOS smart mobility platform including smart cockpit, Qiankun ADS autonomous driving, and electric drive technology; JAC would handle vehicle engineering and manufacturing at its Zunjie super factory; and Maserati would contribute design and overseas sales channels. Stellantis Group, Maserati's parent company, declined to comment on the rumors, stating that Maserati's future strategy will be announced at an investor day in Modena, Italy in December. JAC Motors has been loss-making since 2024, with a net loss of 7.49 billion yuan in the first half of 2025, though losses are narrowing. The company's August 2026 production fell 5.59% year-on-year to 26,058 units, and sales dropped 16.83% to 26,986 units.
Read sourceStellantis declines comment on Maserati-Huawei-JAC rumors, strategy due in December
On September 22, market sources reported that Stellantis is in long-term industrial cooperation negotiations with Huawei and Jianghuai Automobile (JAC) regarding its ultra-luxury brand Maserati. The talks reportedly involve applying Huawei's HarmonyOS smart mobility platform to Maserati models, with a target of launching the first jointly developed production vehicle by the end of 2027. In response, Wang Chao, Stellantis Group Asia Pacific Executive Committee member and Vice President of Communications, told Times Finance that the company does not comment on market rumors or speculation. He reiterated that Maserati's future strategy and development plan will be officially announced at an investor day event in Modena, Italy, in December 2024, and declined further comment until then.
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Stellantis in Talks with Huawei and JAC for Maserati Partnership, Sources Say
According to multiple media reports, Stellantis is in negotiations with Huawei and JAC Motors regarding a long-term industrial cooperation for its ultra-luxury brand Maserati. The talks reportedly involve applying Huawei's HarmonyOS smart cockpit platform to Maserati models, with a target to launch the first jointly developed production vehicle by the end of 2027. The cooperation model may adopt a dual-brand strategy: the vehicle would be sold under the Zunjie luxury brand in China, while using the Maserati badge for global markets. JAC Motors' stock price hit the daily limit on September 22 following the reports. A Stellantis China representative declined to comment on market rumors, stating that Maserati's future strategy and development plans will be officially announced at an investor day event in Modena, Italy, in December 2024, and no further comments will be made before then. The article notes that market risks exist and investment should be cautious.
Read sourceMaserati in Talks with Huawei and JAC for Long-Term Cooperation, Report Says
On September 22, shares of Jianghuai Automobile Group (JAC, 600418.SH) hit the daily limit up in afternoon trading, closing at 21.32 yuan. Market attention focused on two developments. First, changes in the cooperation model between Seres and Huawei. JAC responded to Yicai that it is currently cooperating with Huawei under the established model. Second, multiple media reports indicated that Stellantis Group is in long-term industrial cooperation negotiations with Huawei and JAC regarding its ultra-luxury brand Maserati. The plan reportedly involves applying Huawei's Harmony Intelligent Mobility platform to Maserati models, with a target to launch the first jointly developed production vehicle by the end of 2027. A Stellantis China representative told Yicai that the company does not comment on market rumors or speculation, and reiterated that Maserati's future strategy and development plan will be officially announced at an investor day event in Modena, Italy, in December.
Maserati in Talks with Huawei and JAC Motors for Long-Term Cooperation, Sources Say
On September 22, shares of JAC Motors (600418.SH) hit the daily limit up in afternoon trading, closing at 21.32 yuan. Market attention focused on two developments. First, changes in the cooperation model between Seres and Huawei. In response, JAC Motors told Yicai that the company is currently cooperating with Huawei according to the established model. Second, according to multiple media reports, Stellantis Group is in talks with Huawei and JAC Motors regarding long-term industrial cooperation for its ultra-luxury brand Maserati. The plan reportedly involves applying Huawei's Harmony Smart Mobility platform to Maserati models, with a target of launching the first jointly developed production vehicle by the end of 2027. A Stellantis China representative told Yicai: 'We do not comment on market rumors or speculation. As previously announced, Maserati's future strategy and development plan will be officially unveiled at the Investor Day event in Modena, Italy, in December this year. Before that, we will not comment further on any related market rumors or speculation.'
Read sourceJAC Motors Stock Surges on Rumors of Huawei, Maserati Partnership for Luxury EVs
Shares of Chinese automaker JAC Motors surged on the afternoon of September 22, driven by market speculation about a potential three-way partnership involving Huawei and Stellantis' luxury brand Maserati. According to automotive media outlet 'Future Auto Daily', Maserati has reportedly finalized two models for collaboration with Huawei: a mid-to-large pure electric SUV and a large pure electric GT, with the first model being the pure electric GT. In this proposed deal, Huawei would provide its HarmonyOS smart mobility platform, including smart cockpit, Qiankun ADS autonomous driving, and electric drive technology; JAC would handle vehicle engineering and manufacturing at its Zunjie super factory; and Maserati would contribute design and overseas sales channels. The report follows earlier rumors from early September that Stellantis was in deep negotiations with Huawei and JAC. Stellantis' China communications vice president Wang Chao declined to comment on the rumors, stating the company's Maserati strategy would be announced at an investor day in December 2024. JAC has been in a loss-making position since 2024, reporting a net loss of 7.49 billion yuan in the first half of 2025. The company's stock movement is also linked to its existing partnership with Huawei on the luxury Zunjie (Maextro) brand, which has launched the S800 sedan and V800/V680 MPVs.
Read sourceJAC Motors Stock Surges on Stellantis-Maserati Huawei Platform Speculation
Shares of Jianghuai Automobile Group (stock code 600418) surged to a limit-up in late trading, driven by two market-moving developments. First, JAC Motors and Seres responded to First Financial reporters, confirming that their cooperation with Huawei is proceeding under the established partnership model. Second, multiple media reports indicated that Stellantis Group is in talks with JAC Motors for a long-term industrial cooperation, planning to apply Huawei's Harmony Smart Mobility (Hongmeng Zhixing) platform to Maserati models, with a target to launch the first jointly developed production vehicle by the end of 2027. When contacted by reporters, a Stellantis China representative declined to comment on the rumors, stating that Maserati's future strategy and development plan will be officially announced at an investor day in Modena, Italy, in December, and that no further comment would be made on market speculation before then. The article's source includes market data and First Financial reporting, with the original story from Huaxia Times.
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