"岚图FREE+上市15分钟大定锁单破万，全新岚图知音上市仅12分钟大定超3000台，2026款岚图梦想家开启预售1小时订单就突破1万台。岚图汽车产品力 全面爆发，成为央国企新能源转型中最亮眼的力量。" 2025年8月，岚图汽车单月交付达13,505辆，同比增长119%，实现连续6个月交付过万。这一数字不仅刷新了岚图自身的销售纪录，更在竞争日趋白热化 的新能源汽车市场中划出了一道逆势上扬的曲线。 强劲增长背后，是岚图汽车"三年三品类、四年四款车"的产品战略进入收获期。在交付量屡创新高的同时，岚图汽车正计划以介绍方式登陆香港联交所。 在汽车市场扩大规模的同时走入资本市场，这家东风汽车集团旗下的高端智慧新能源品牌，正在探索一条独具特色的央企新能源转型路径。 岚图汽车CBO、销售公司总经理邵明峰指出，今年会通过产品，通过迭代的打法，通过跟用户持续口碑的维护、服务满意度的提升，包括整个价值链， 从供应商到生态合作伙伴的共赢，到渠道的建设，来实现岚图汽车的健康可持续增长。 交付量七连涨 爆款持续接力 自2025年以来，岚图汽车已实现连续七个月实现交付量同比增长；8月份交付13,505辆、同比增长119%，这一持续增长态 ...

Core Viewpoint - Lantu Automotive is experiencing significant growth in the competitive electric vehicle market, driven by a robust product strategy and successful new model launches, positioning itself as a leading force in the state-owned enterprise's transition to new energy vehicles [1][5][28]. Group 1: Sales Performance - In August 2025, Lantu Automotive achieved a monthly delivery of 13,505 vehicles, marking a 119% year-on-year increase and maintaining over 10,000 deliveries for six consecutive months [1][5]. - The launch of the Lantu FREE+ model saw over 11,583 pre-orders within 15 minutes, placing it among the top three hybrid SUVs priced between 200,000 to 300,000 yuan [6][8]. - The Lantu Dreamer model has consistently led the new energy MPV segment, breaking the long-standing dominance of joint venture brands in the high-end MPV market [5][9]. Group 2: Product Strategy - Lantu Automotive has established a product matrix of "SUV + MPV + sedan," with a strategy of "three categories in three years, four models in four years," showcasing its strong product capabilities [8][9]. - The all-new Lantu Zhi Yin, launched with over 3,000 pre-orders in just 12 minutes, is designed for young families and features an 800V high-voltage platform [8][9]. - The 2026 Lantu Dreamer, equipped with an 800V hybrid architecture, achieved over 10,000 pre-orders within one hour, addressing user concerns about range anxiety with a comprehensive range exceeding 1,400 kilometers [9][10]. Group 3: Technological Innovation - Lantu Automotive emphasizes self-research and collaboration, developing the world's first multi-power ESSA native intelligent electric architecture and leading technologies such as the 800V silicon carbide high-voltage platform [13][23]. - The company has launched the "Lanhai Smart Hybrid Technology," redefining technical standards for hybrid models, and collaborates with partners like Huawei to enhance its technological capabilities [23][24]. - Lantu's user-centric approach, including the establishment of a user co-creation committee, allows for rapid product iteration based on direct user feedback [26]. Group 4: International Expansion - Lantu Automotive plans to list on the Hong Kong Stock Exchange, marking a significant step in its internationalization strategy and positioning it as the first listed car company in the state-owned enterprise's new energy transition [28][29]. - The company aims for comprehensive coverage in European markets by 2026 and plans to enter 60 countries by 2030, establishing 500 sales and service outlets globally [31].

Core Viewpoint - The announcement of Lantu Automotive's planned listing on the Hong Kong Stock Exchange marks a significant innovation and exploration in the transformation of state-owned enterprises (SOEs) towards new energy, with potential positive implications for the capital market and the company's growth trajectory [1][4]. Group 1: Listing Strategy - Dongfeng Group's transaction plan involves a combination of "equity distribution + absorption merger," where Lantu Automotive's introduction listing and Dongfeng Group's privatization are interdependent and proceed simultaneously [2][4]. - The introduction listing is a method where existing securities are listed without issuing new shares, similar to NIO's previous listing approach, indicating its feasibility for new energy vehicle companies [3][4]. Group 2: Company Strengths - Lantu Automotive has emerged as a valuable asset within Dongfeng's autonomous new energy vehicle sector, marking a new phase of "technology-industry-finance" synergy [5]. - Since its establishment in 2019, Lantu has successfully launched multiple vehicle models, including Lantu FREE and Lantu Dreamer, achieving a comprehensive product layout across SUVs, MPVs, and sedans [5][6]. - Lantu's sales performance has shown significant growth, with a 70% year-on-year increase in deliveries in 2024 and a remarkable 119% increase in August 2025 [7]. Group 3: Technological Advancements - Lantu Automotive has developed the "Lanhai Smart Hybrid Technology," which includes a comprehensive 800V silicon carbide high-voltage system, representing a major technological breakthrough in the new energy vehicle sector [7][10]. - The company emphasizes high-level technological self-reliance and innovation, developing proprietary architectures and fast-charging solutions, which enhance its competitive edge [10]. Group 4: International Expansion - The listing of Lantu Automotive is a crucial step in Dongfeng's overall internationalization strategy, facilitating better integration with international capital markets and enhancing brand influence [11]. - Since its international expansion began in 2022, Lantu has entered several European markets and plans to cover all European countries by 2026, aiming to establish 500 sales service outlets globally by 2030 [11][12].

Core Viewpoint - The article discusses the innovative experiment of state-owned enterprises (SOEs) in the transition to renewable energy, highlighting the planned listing of Lantu Automotive on the Hong Kong Stock Exchange as a significant step in this direction [2][8]. Group 1: Listing Plan and Market Response - Lantu Automotive, a subsidiary of Dongfeng Motor Group, is set to go public through an introduction listing, while Dongfeng Group will simultaneously complete its privatization [2][6]. - The market reacted positively to this plan, with Dongfeng Group's stock price surging nearly 70% after resuming trading [3]. - Lantu Automotive's uniqueness in the market is underscored by its strong self-research capabilities and the ability to create popular products [3][10]. Group 2: Capital Operation Scheme - The transaction scheme involves a combination of "equity distribution + absorption merger," where Lantu Automotive's 79.67% equity will be distributed to shareholders before its introduction listing [6][8]. - This approach is designed to enhance shareholder engagement by providing both cash compensation and equity in Lantu Automotive, increasing the likelihood of successful privatization [8]. Group 3: Product and Technology Strength - Lantu Automotive has established itself as a valuable asset within Dongfeng's electric vehicle segment, marking a new phase of "technology-industry-finance" synergy [10]. - The company has launched multiple models, including Lantu FREE and Lantu Dreamer, achieving significant sales milestones, such as over 85,000 deliveries in 2024, a 70% year-on-year increase [10][15]. - Lantu's technological advancements include the introduction of the "Lanhai Smart Hybrid Technology" and the development of proprietary electric vehicle architectures, showcasing its commitment to innovation [17][18]. Group 4: Internationalization Strategy - The listing of Lantu Automotive is a crucial step in Dongfeng's overall internationalization strategy, facilitating better integration with international capital markets [20]. - Since its international expansion began in 2022, Lantu has entered several European markets and plans to cover all European countries by 2026, aiming to establish 500 sales service outlets globally by 2030 [20][22]. - Lantu's strategy emphasizes collaboration and sustainable growth, aiming to provide high-quality products and services while enhancing its global presence [22].