阿维塔求变：抱紧华为、告别个性走向大众

Core Viewpoint - Avita has announced a deepened collaboration with Huawei, marking a significant upgrade in their existing partnership and clarifying Avita's strategic 2.0 approach, which aims for substantial global sales growth by 2035 [2][3]. Group 1: Strategic Goals - Avita's strategic 2.0 goals include achieving global sales of 400,000 units and annual revenue of 100 billion yuan by 2027, increasing to 800,000 units by 2030, and challenging for 1.5 million units by 2035 [2]. - The company plans to launch 17 new models in collaboration with Huawei by 2030, with four models set to debut in 2026 [4]. Group 2: Partnership with Huawei - Avita's partnership with Huawei has evolved from the initial HI model to the HI PLUS model, where Huawei plays a more integrated role in product definition, development, and marketing [3]. - Avita has invested 11.5 billion yuan to acquire a 10% stake in Huawei's subsidiary, becoming its second-largest shareholder [3]. Group 3: Market Position and Sales - Avita's sales have shown consistent growth, with expectations to reach 15,000 units by the end of the year and 20,000 units next year, although it still lags behind leading brands that achieve monthly sales of 30,000 units [5][11]. - The company acknowledges the need to enhance its product offerings and service capabilities to improve market competitiveness [11]. Group 4: Brand Development and Market Expansion - Avita aims to redefine its brand image from a focus on unique aesthetics to a broader appeal that emphasizes functionality and space, targeting a wider audience [12][13]. - The company has begun its overseas expansion, entering 34 countries and regions with a target of reaching 45-50 by next year, focusing on markets like the Middle East and Europe [14].