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[Autohome Industry] April 23, 2026. Ahead of the official opening of the Beijing International Automobile Exhibition, a press conference has already ignited the industry’s focus. At this event, Hou Jinlong, Director of the Board and President of Huawei Digital Energy, officially unveiled the new Chinese brand name for HUAWEI DriveONE—“HUAWEI Zhiqing”—and released a Huawei Ultra-Charging strategy and a series of new products covering all scenarios for both passenger and commercial vehicles.
During an interview with Autohome following the conference, Hou Jinlong outlined a systematic solution for China’s new energy vehicle (NEV) industry using two core keywords: “Intelligent Motion Domain” and “Ultra-Charging for Heavy-Duty Trucks.”
After more than a decade of development, China’s NEV industry has moved past the policy-driven market introduction phase and the scale expansion phase driven by technological breakthroughs. It has now officially entered a third wave centered on “quality upgrades, full-scenario coverage, and global competition.” While the electrification penetration rate of passenger vehicles has surpassed 50%, the electrification of commercial vehicles remains trapped in closed scenarios. Huawei’s heavy strategic layout this time opens up entirely new growth space for the entire industry.
Intelligent Motion Domain: Completing the Final Puzzle in the Deep Waters of Electrification
Over the past decade of NEV development, the definition of electrification has long been narrowly reduced to the simple substitution of the “three electric systems” (battery, motor, and electronic control). For instance, the industry replaced internal combustion engines with motors, fuel tanks with batteries, and traditional engine management systems with electronic controls. Consequently, the focal point of competition has long revolved around quantifiable metrics such as battery capacity, motor power, and driving range.
As high-order intelligent driving technology approaches the tipping point for large-scale L3 adoption, a core contradiction can no longer be ignored. In Hou Jinlong’s view, the industry’s understanding of “electrification” has consistently had obvious limitations: “In the past, when we talked about electrification, we mainly meant the electrification of the motor—simply replacing the engine with a motor or electric drive. That only accomplished the electrification of propulsion. But I believe that to achieve comprehensive electrification, especially to support the rapid response required by high-order intelligent driving, having just an electric drive is far from enough. The entire motion domain, including braking, steering, and suspension, must achieve full electrification. The industry has not yet achieved this.”
This is the core logic behind the birth of the “HUAWEI Zhiqing” brand.
According to Hou Jinlong, the core breakthrough of HUAWEI Zhiqing is the leap from “super components” to a “super system.” This is also the most fundamental difference between Huawei and other component suppliers in the industry.
“Currently, many companies are making electric drives and ‘three-electric’ systems, but they are basically just making components. None have truly approached the chassis motion domain as a complete solution. This is the biggest difference,” Hou Jinlong stated bluntly. “Our ‘motion domain’ strategy is a complete system, not isolated components. In the past, modules like the motor, braking, and steering were separate, operating and controlling independently. What we are doing is integrating propulsion, braking, steering, and suspension into a whole, achieving deep synergy under a unified model control. Only in this way can we truly improve the vehicle’s efficiency, safety, and driving experience.”
At the component level, HUAWEI Zhiqing’s new dual 94% Silicon Carbide (SiC) power platform has broken industry efficiency records by pushing the efficiency of both range-extender power generation and pure electric operating conditions beyond 94%. Vehicles built on this platform can achieve a range performance of “12 kilometers per kilowatt-hour (kWh).” Furthermore, the response time of its brake-by-wire system has been shortened to 78ms, an improvement of a whole order of magnitude compared to traditional hydraulic braking systems.
An even more core upgrade lies in the systemic integration and reconstruction at the system level. By constructing an XYZ 3D spatial fusion control model for the motion domain, HUAWEI Zhiqing brings the four major systems—propulsion, braking, steering, and suspension—into a unified algorithmic framework. This achieves deep synergistic control, shortening the single-wheel control cycle by 50% and improving control precision by 50%.
In fact, Huawei’s technological accumulation in the intelligent electric sector has already been verified at scale by the market.
Hou Jinlong revealed that as of April 2026, HUAWEI Zhiqing’s cumulative shipments exceeded 2.4 million sets, with cumulative driving mileage surpassing 40 billion kilometers. Its quality and safety performance have consistently ranked at the forefront of the industry. “We hope the HUAWEI Zhiqing brand will make end customers feel at ease and secure, truly forging it into a synonym for ‘high quality’ and ‘safety,’” said Hou Jinlong.
Megawatt Ultra-Charging: Breaking the Dilemma of Commercial Vehicle Electrification
If HUAWEI Zhiqing solves the core pain points “on the vehicle” for electric mobility, then the comprehensive upgrade of Huawei’s Ultra-Charging strategy removes the ceiling for the NEV industry’s full-scenario expansion from the “off-vehicle” energy replenishment perspective.
During the exclusive interview, Hou Jinlong explicitly stated that the NEV industry has entered its third wave, and the electrification of commercial vehicles—especially heavy-duty trucks—will be the core growth point of this wave, as well as the most crucial link in the electrification of the transportation sector.
In the passenger vehicle sector, the fully liquid-cooled ultra-charging technology first launched by Huawei in 2023 has already made the “one kilometer per second” charging experience an industry consensus, leading the rapid development of the ultra-charging industry. Starting in 2025, Huawei extended its ultra-charging technology from passenger vehicles to commercial vehicles. Centered on megawatt-level ultra-charging technology, it created an ultra-charging solution covering all scenarios for heavy-duty trucks, thereby breaking the core dilemma that has long constrained the development of commercial vehicle electrification. By 2026, Huawei and its partners have completed ultra-charging network coverage in over 400 cities nationwide.
“Heavy-duty trucks account for only 3% of vehicle ownership but contribute to 54% of road transport carbon emissions. Their electrification is critical to the low-carbon transition of the entire transportation sector. However, the large-scale development of heavy-duty truck electrification has always been severely constrained, and the core bottleneck is energy replenishment,” Hou Jinlong stated bluntly.
He pointed out that in the past, heavy-duty truck charging mostly relied on slow-charging or low-power piles. Replenishing 300 to 400 kilometers of range took an hour or even longer, which completely failed to meet the time-efficiency demands of trunk-line logistics. Simultaneously, there was a disconnect between the upstream and downstream industry chains: battery manufacturers mostly provided low-multiplier (1C or at most 2C) batteries, vehicle manufacturers lacked models adapted for ultra-charging, and operators were reluctant to build dedicated ultra-charging stations for heavy trucks. This ultimately formed a vicious cycle of “no chargers built due to few trucks, and no trucks built due to few chargers,” confining electric heavy trucks to closed scenarios like ports and mines, unable to expand into open scenarios like trunk-line logistics.
To address this industry pain point, Huawei officially released its megawatt-level ultra-charging series solution at this conference. By uniting vehicle manufacturers, battery suppliers, operators, and logistics companies, it connected the entire industrial chain for heavy-duty truck electrification, achieving full-scenario coverage from 1C to 3.5C+ models.
“Starting last year, we collaborated with vehicle and battery manufacturers to jointly push the maturity of the ultra-charging industrial chain and solve the battery multiplier issue. Vehicle manufacturers also worked with us to build models adapted for megawatt ultra-charging. The related models launched this year will exceed one hundred. We have also achieved the full-scenario implementation of megawatt-level charging piles, and the operational benefits for operators are very impressive,” Hou said.
Hou Jinlong did the math for Autohome: for a 50-ton heavy-duty truck, the per-kilometer cost of diesel power is roughly 2.7 to 2.8 RMB. In contrast, an electric heavy-duty truck using Huawei’s megawatt ultra-charging solution can reduce the per-kilometer cost to 1.2 to 1.5 RMB. This not only drastically reduces logistics companies’ operational costs but also brings stable and impressive returns to charging operators.
Regarding the industry’s widespread concern about the impact of high-power charging on the power grid, Hou Jinlong also presented Huawei’s systematic solution. “The charging power of a single heavy truck is equivalent to that of dozens of passenger cars. A single charge requires about 400 to 500 kWh of electricity, with a maximum current of 2,400 Amps. This places extremely high demands on grid connection capacity. Therefore, when we build charging piles, we construct every heavy-truck charging pile as a microgrid, making the entire charging station a high-quality node in the new power system.”
Facing market competition as other industry players纷纷 layout ultra-charging technologies, Hou Jinlong maintained an open attitude, expressing welcome for other manufacturers to join the energy replenishment track to jointly promote industry development. He also clearly articulated the core differences in Huawei’s ultra-charging solution. Hou indicated that other charging solutions in the industry mostly revolve around the battery itself, with the core goal being to improve the battery’s charging multiplier. Huawei, however, is building a complete system.
“Our system must first consider integration with the grid to solve the grid adaptation problem of high-power charging. Second, our charging piles must accommodate full-model adaptation, ensuring that no matter the brand or the charging multiplier of the vehicle, it receives the optimal charging experience. Third, we consistently put safety first, solving the charging safety, station safety, and energy storage safety issues caused by high currents. Fourth, we don’t just do hardware; we provide operators with a complete operations system to help them improve operational efficiency and profitability,” Hou explained.
Technological Innovation and Ecological Synergy Determine Global Industrial Discourse Power
As the global NEV industry enters a new stage of comprehensive competition, the logic of industry competition has long escalated from competition between single enterprises or single products to competition among industrial chain ecosystems, ultimately culminating in the battle for global technical standard discourse power. After more than a decade of development, China’s NEV industry has achieved global leadership in areas such as vehicle manufacturing and power batteries. However, there is still a gap with top global players regarding the global layout of charging standards and underlying technology ecosystems.
Hou Jinlong repeatedly emphasized that the high-quality development of the NEV industry is never a one-man show for a single enterprise. Only through the collaborative win-win of the entire industrial chain can the long-term healthy development of the industry be truly promoted. This is also the core original intention behind Huawei’s promotion of the Ultra-Charging Alliance and its insistence on an open cooperation ecosystem.
This line of thinking runs through the entire chain layout of both Huawei Ultra-Charging and HUAWEI Zhiqing businesses.
In the ultra-charging sector, the Huawei-led Ultra-Charging Alliance, established in 2024, has expanded its membership from initial passenger vehicle enterprises to encompass the entire industrial chain, including commercial vehicle manufacturers, battery suppliers, charging operators, and logistics companies. Heavy-duty truck makers such as Beiben Trucks, Dongfeng Commercial Vehicles, XCMG Automobile, and Sinotruk have successively joined, and dozens of megawatt ultra-charging heavy-duty truck models have already been announced.
The core value of the alliance lies in breaking the long-standing industry pain points of “inconsistent standards and incompatible equipment,” achieving equipment interconnectivity, and ensuring that all models within the alliance can receive the optimal charging experience at alliance ultra-charging stations, truly realizing “high-quality charging wherever there are roads.”
In the intelligent electric sector, HUAWEI Zhiqing similarly adheres to an open ecological logic. Huawei has strictly maintained its boundary of “not building cars,” acting as a technology partner to provide systematic motion domain solutions for automakers, helping them build better cars. This neutral positioning has earned Huawei extensive cooperation from domestic and foreign automakers.
At the end of the interview, Hou Jinlong noted that while the entire industry is caught up in cost competition, Huawei consistently places quality, performance, and safety first. This is not only the fundamental reason Huawei has earned customer recognition but also the core essence of the high-quality development of the NEV industry. “We have always been a solution provider for the motion domain and charging networks. Our core focus is using technological and product innovation to help automakers build good cars and help operators build high-quality charging networks, ultimately bringing users a better electric mobility experience.”
As China’s NEV industry stands at the forefront of global competition, the curtain on the third wave has fully risen. What will determine the future of the industry is the continuous breakthrough of underlying technologies and the synergistic coexistence of the industrial ecosystem. With the comprehensive implementation of HUAWEI Zhiqing and the ultra-charging ecosystem, China’s NEV industry is bound to forge a win-win path of high-quality development in the global arena.