业绩接连跳票，三年亏超97亿后，阿维塔欲赴港股求“输血”

Core Viewpoint - Avita Technology, a joint venture by Changan, Huawei, and CATL, is preparing to submit its IPO application to the Hong Kong Stock Exchange in Q4 2023, aiming for a listing in Q2 2024 [1][4]. Group 1: IPO Plans - Avita plans to submit its IPO application by October 2023 and aims to complete the listing by Q2 2024 [1]. - The company has been preparing for the IPO process and is in the final stages of readiness [1]. Group 2: Financial Performance - Avita has faced significant financial losses, with cumulative losses reaching 9.726 billion yuan from 2022 to 2024 [5]. - Revenue figures for Avita from 2022 to 2024 are 28.34 million yuan, 5.645 billion yuan, and 15.35 billion yuan, respectively, while net losses for the same years are 2.015 billion yuan, 3.693 billion yuan, and 4.018 billion yuan [5]. - The company has completed three rounds of financing from 2021 to 2023, raising nearly 8 billion yuan, with a post-financing valuation of approximately 30 billion yuan after the latest round [4][5]. Group 3: Sales Performance - Avita's sales have been underwhelming, with only 12,000 units sold in 2022 and a target of 100,000 units for 2023, of which less than 40% was achieved [6]. - For 2024, the sales target was adjusted to 90,000 units, with an actual sales figure of 73,600 units, achieving 81.78% of the target [6]. - As of the first eight months of 2024, Avita has sold 79,700 units, representing only 36.2% of the annual target of 220,000 units [6]. Group 4: Leadership Changes and Strategic Plans - A leadership change occurred with Wang Hui replacing Zhu Huarong as chairman, bringing extensive experience in capital operations and global market strategies [9][12]. - Under the new leadership, Avita has launched a "Strategy 2.0" plan, aiming to strengthen partnerships with Huawei and CATL, and to introduce five upgraded models by 2026 and 17 new models by 2030 [12]. - The company plans to expand globally, targeting entry into over 80 countries and establishing more than 700 sales channels by 2030, with ambitious sales goals of 400,000 units by 2027 and 800,000 units by 2030 [12].