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Huawei‑Backed Chinese EVs Shift From Launches to Nationwide Sales as AI Sector Stirs Market Turmoil

Tight co‑development between automakers and Huawei is enabling rapid commercial rollout and retail expansion while investor concern over AI safety warnings and a reported Anthropic Nasdaq IPO plan is rattling related stocks.

Overview

  • Seres began nationwide delivery of the HarmonyOS‑powered AITO/问界 M9 Ultimate extended‑wheelbase on Sept. 12, with the five‑seat model priced from ¥649,800 and a six‑seat option at ¥659,800.
  • The M9 Ultimate ships with high‑end hardware including an 800V active suspension, line‑by‑wire steering, a triple wide 3.4K screen cockpit and HarmonyOS‑based vehicle software that Seres and partners say are validated through synchronized whole‑vehicle simulation.
  • New Huawei‑partnered brands are scaling retail and service footprints: Yijing (奕境) says it has opened more than 300 experience points and aims for 400 by October as it plans coverage in 150 Chinese cities this year while its X9 flagship is in pre‑sale.
  • Manufacturers are offering lower‑cost sensor options to widen appeal, with Zhijie R7 images showing a roof without an exterior lidar and Dongfeng Windsea V6 confirmed for a Sept. 19 launch as a ~¥104,900 entry model that includes Huawei’s ADS 5 SE driver assistance.
  • Across markets, CEO appeals to slow AI capability growth and Bloomberg reports that Anthropic has picked Nasdaq and may seek an October IPO have pushed AI and chip stocks lower, creating near‑term capital and regulatory uncertainty that could affect compute and chip investment for AI and automotive projects.