首家央企新势力要IPO了

Core Viewpoint - Avita, a high-end electric vehicle brand under Changan Automobile, has submitted its IPO application to the Hong Kong Stock Exchange, aiming to become the first central enterprise new energy stock in Hong Kong [2] Group 1: Company Growth and Market Position - Avita has achieved a "three years, four cars" layout, with four main models and two limited edition models, covering the mainstream high-end market priced between 200,000 to 700,000 RMB [2] - The company has seen consistent monthly sales exceeding 10,000 units in recent months, with total sales surpassing 100,000 units from January to October [2][4] - Avita's revenue is projected to grow significantly, with expected revenues of 5.645 billion RMB and 15.195 billion RMB for 2023 and 2024 respectively, marking a year-on-year increase of 169.16% [4] Group 2: Strategic Goals and Future Plans - Avita aims to achieve global sales of 400,000 units by 2027 and 800,000 units by 2030, with a long-term goal of 1.5 million units by 2035 [5] - The company plans to focus on enhancing product supply and strengthening its foundational capabilities to achieve scale effects [5] - Avita has completed four rounds of financing, raising over 19 billion RMB, with the IPO funds intended for product development, brand building, and operational support [5][8] Group 3: Partnership with Huawei - Avita has established a strategic partnership with Huawei, with plans for Huawei's products and technologies to be first launched on Avita vehicles [6] - The two companies plan to jointly launch 17 models by 2030, including five upgraded models in 2026 [7] Group 4: Global Expansion - Avita is expanding its presence internationally, having entered over 34 countries and regions since September 2024, with plans to establish over 160 sales channels by 2030 [8] - The brand maintains a high-end positioning in overseas markets, exemplified by the Avita 11's starting price of 1.56 million RMB in Singapore [8]