CATL(SZ:300750) Mei Ri Jing Ji Xin Wen·2025-09-22 08:36Core Viewpoint - Huawei's partnerships with multiple automotive companies are seen as a non-static competitive process in the transition to new energy and smart technology, rather than a final outcome [1] Group 1: Company Strategy and Goals - Avita Technology, in collaboration with Huawei and CATL, plans to launch five upgraded models by 2026 and a total of 17 models by 2030, covering various segments including sedans, SUVs, MPVs, and sports cars [1] - Avita aims for a global sales target of 400,000 units by 2027, 800,000 units by 2030, and 1.5 million units by 2035, with a specific goal of 220,000 units for 2025 [2][3] - The company is focusing on creating "blockbuster" products across different price ranges to drive sales growth and meet ambitious targets [3] Group 2: Leadership and Organizational Changes - Wang Hui has been appointed as the chairman of Avita Technology, tasked with overseeing strategic planning, management, and global operations [2] - Zhu Huarong, the chairman of Changan, emphasizes continued support for Avita, pledging resources and expertise as needed [4][5] - Recent personnel adjustments within Changan's subsidiaries aim to enhance independent operations and optimize team capabilities, with a focus on integrating external talent [5][6] Group 3: Market Positioning and Competitive Strategy - Avita is positioning itself to achieve a balanced market presence, targeting 50% domestic and 50% international sales [2] - The company has established a clear product strategy to enhance its competitiveness against luxury brands, aiming for a product power leading edge of 120% [3] - Changan is actively recruiting over 100 external senior talents in various fields to strengthen its capabilities and support its global ambitions [6]