China Mobile and Changan Sign Strategic Cooperation Deal

On October 30, China Changan Automobile Group Co., Ltd (CCAG) announced that it had signed a strategic cooperation agreement with China Mobile Communications Group Co., Ltd (China Mobile) during a ceremony held in Beijing, China. The agreement establishes a framework for deeper collaboration between the two organizations across several areas of automotive technology, digital transformation, and industrial development. The partnership reflects their intention to combine capabilities in telecommunications, computing infrastructure, artificial intelligence, and automotive manufacturing to support the development of the intelligent and connected automotive ecosystem.

Under the agreement, China Changan Automobile Group and China Mobile will expand cooperation in digital and intelligent transformation, artificial intelligence (AI), the intelligent connected vehicle (ICV) ecosystem, data elements, and vehicle-road-cloud integration. Additional areas include the low-altitude economy, new energy, and low-carbon development. These cooperation areas establish a broad framework covering both automotive technology applications and wider industrial development. The agreement brings together Changan's automotive industry capabilities and China Mobile's strengths in telecommunications networks, computing resources, and AI technologies.

More specifically, China Mobile will leverage its network infrastructure, computing power, and large AI models to deepen collaboration with CCAG in several operational and technology-focused areas. These include vehicle owner operations, intelligent marketing, intelligent driving services, intelligent manufacturing, overseas vehicle connectivity, and large AI models. The cooperation is also intended to support the international expansion of Changan's automotive industry chain, with telecommunications and digital capabilities contributing to its overseas connectivity and broader business development activities.

Following the signing of the main strategic cooperation agreement, China Mobile Group Chongqing Co., Ltd (China Mobile Chongqing) and China Mobile (Shanghai) Industrial Research Institute entered into separate business cooperation framework agreements with three of CCAG's digital and intelligent new energy vehicle (NEV) brands: Avatr, Deepal, and Changan Nevo. These additional agreements extend the cooperation framework to the brand level, establishing separate business collaboration arrangements involving the three NEV brands and China Mobile's relevant regional and industrial research organizations.

Industry Impact & Outlook

The agreement creates a broader cooperation framework connecting telecommunications infrastructure, artificial intelligence, and automotive manufacturing. Its coverage of intelligent driving services, vehicle-road-cloud integration, intelligent manufacturing, and overseas vehicle connectivity highlights the growing importance of digital capabilities across the automotive value chain. The separate framework agreements involving Avatr, Deepal, and Changan Nevo also extend the collaboration to CCAG's NEV brands. For Changan, the partnership provides a structured basis for working with China Mobile on technology and operational initiatives, including support for the international expansion of its automotive industry chain. The agreement identifies areas of intended cooperation without establishing specific implementation timelines or measurable commercial outcomes.

Frequently Asked Questions

1. When did China Changan and China Mobile sign their strategic cooperation agreement?
China Changan Automobile Group and China Mobile signed their strategic cooperation agreement on October 30 at a ceremony in Beijing, China. CCAG announced the signing following the event. The agreement establishes a framework for deeper cooperation across automotive digital transformation, artificial intelligence, intelligent connected vehicles, and other technology and industrial development areas. The announcement also outlined specific operational applications and subsequent business cooperation arrangements involving three of Changan's NEV brands.

2. Which areas are covered by the China Mobile-Changan strategic cooperation agreement?
The agreement covers digital and intelligent transformation, artificial intelligence, the intelligent connected vehicle ecosystem, data elements, and vehicle-road-cloud integration. It also includes cooperation in the low-altitude economy, new energy, and low-carbon development. These areas provide the overall framework for collaboration between the two organizations. The agreement additionally identifies more specific applications, including intelligent driving services, intelligent manufacturing, vehicle owner operations, intelligent marketing, overseas vehicle connectivity, and large AI models.

3. How will China Mobile support Changan's automotive business?
China Mobile will contribute its network infrastructure, computing power, and large AI models to support cooperation with CCAG across several automotive business and technology areas. The identified applications include vehicle owner operations, intelligent marketing, intelligent driving services, intelligent manufacturing, and overseas vehicle connectivity. The collaboration also covers large AI models. According to the announcement, these capabilities are intended to support the international expansion of Changan's automotive industry chain. Specific implementation schedules and quantified business targets were not disclosed.

4. Which Changan NEV brands signed separate cooperation framework agreements?
Avatr, Deepal, and Changan Nevo were the three digital and intelligent NEV brands involved in the separate business cooperation framework agreements. Following the main agreement, China Mobile Group Chongqing Co., Ltd and China Mobile (Shanghai) Industrial Research Institute signed these arrangements with the three brands. The additional agreements extend the broader China Mobile-CCAG cooperation framework to individual NEV brand operations, establishing separate business collaboration arrangements between the participating organizations.