Seres intends to delineate the boundaries of technology.
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Author | Zhou Zhiyu
A car company sold one million vehicles in 46 months. According to industry convention, the next step is to build a platform, expand the product matrix, and use scale to dilute costs. This is exactly what AITO is doing now.
On April 24, when Seres Automobile President He Liyang unveiled the Cube Technology Platform at the Beijing Auto Show, placing modules like range-extending power, intelligent chassis, and body safety alongside Huawei’s ADS 5 and Harmony Cabin in the same framework, he was actually doing something unprecedented in the industry: defining Seres’ own full-vehicle technology boundaries under the premise of deep collaboration.
That same day, the AITO M6, starting at 259,800 RMB, began its first deliveries at the auto show. Technical storytelling and scale storytelling must advance simultaneously—this is the most challenging part for AITO moving forward.
The launch of the Cube Platform is a reassessment of technological assets.
He Liyang’s definition is “software-defined vehicles, AI-driven, aimed at full-vehicle L4-level embodied intelligence evolution.” The first two are industry consensus, nearly every car company claiming smart transformation says so. The third is the real incremental attempt AITO is making, but also the one that most needs time for validation.
The division of six major systems reveals some information. In the multi-power system, range-extending technology has iterated to 5.0, with 1.5T and 2.0T dual power options, and an all-in-one electric drive upgraded in both efficiency and power—these are Seres-led developments. The intelligent chassis follows suit, with steer-by-wire and brake-by-wire, fully active hydraulic suspension integrating XYZ three-axis intelligent control. From a mechanical standpoint, Seres’ accumulation in chassis technology is quite substantial.
But in the cockpit-driving synergy system, Huawei’s influence is very obvious. ADS 5 enables map-free navigation everywhere, HarmonySpace 6, Xiao Yi’s AI evolves from a voice assistant to an on-board intelligent agent with reasoning capabilities—the main R&D driver here is Huawei and AITO is the first to adopt these features.
The Cube Platform is Seres’ first attempt to unify its self-developed capabilities and Huawei’s empowerment into a single narrative, with each party’s role clearly laid out.
This indeed has no precedent in the industry. In the traditional Tier 1 supplier mode, Bosch provides ESP, but car companies wouldn’t separately narrate it in their own “platform” stories. Yet, the relationship between Huawei and Seres is far from a supplier relationship—the depth of Harmony Intelligence Mobility’s collaboration means the technological boundaries need to be redefined, not simply following existing industry models.
The Cube Platform’s answer is: Seres handles hardware integration and vehicle capability; Huawei delivers the intelligent full-stack. Both are presented concurrently at the platform level. Whether this framework stands up to market testing depends on upcoming products.
The brand new M9 series made its first public appearance at the same auto show. This will be the Cube Platform’s first complete verification cycle.
But before verifying the platform’s capability with the M9, AITO’s more urgent task is to use the M6 to achieve scale.
At 259,800 RMB for the range-extended version and 279,800 RMB for the pure electric version, the M6 enters the price band with the highest competition density for new energy SUVs. This segment includes the Model Y, XPeng G6, IM LS6, as well as AITO’s own M7—how to avoid internal cannibalization among models is the most common and tricky issue in product matrix expansion.
The M6’s debut has been eye-catching. Within 15 minutes of launch, preorders exceeded 10,000. During the delivery ceremony, Seres Chairman Zhang Zhengping defined the M6 as “the first car for young people” and emphasized its “million-level safety confidence.” The implication is clear: AITO aims to use the brand energy accumulated by the M9 to boost market recognition of its mid-range products.
The configuration strategy points to the same logic. The M6 comes standard with Huawei’s Tuling platform, air suspension, CDC continuously variable damping, ADS 4 assisted driving, and 896-line lidar. This configuration two years ago was only found in models costing above 350,000 RMB.
Maxed-out configuration and lower pricing—AITO is betting that high specs at fair prices can attract enough incremental users, and that scale effects can absorb the resulting cost pressures.
Zhang Zhengping also revealed a set of figures on-site: In 2025, AITO aims to deliver 426,000 vehicles and rank fifth in sales among luxury brands in the Chinese market. In BrandFinance’s 2026 global ranking, AITO is the highest-valued Chinese luxury car brand and the only Chinese brand among the global luxury TOP 10.
These numbers show that the phase from 0 to 1 has been completed. Yet, there is still a gap in absolute volume compared to BBA's Chinese market, and the scale is not comparable to BYD. The path from 1 to N is completely different from that from 0 to 1.
AITO’s decision to simultaneously launch the Cube Platform and start M6 deliveries reflects a unified logic: only platformization can support rapid product iteration, and only volume models like the M6 can feed back into platform R&D. The two are mutually necessary and inseparable.
After acquiring a stake in Yinwang, Seres’ investment and discourse power in technology are both changing. The release of the Cube Platform itself is a node worth ongoing observation in this process of change.
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