来源：企业上市 10月2日，岚图汽车科技股份有限公司正式向香港联合交易所递交了以介绍方式上市的申请。这标志着 这家东风汽车集团旗下高端智慧新能源汽车品牌的上市计划进入了实质性阶段。 岚图汽车科技股份有限公司概览部分 我们是谁： 一家中国高端智能新能源汽车公司，2021年6月成立。 大股东是东风集团（香港上市公司），还有员工持股平台。 继承了东风集团超过56年的造车经验和技术。 品牌理念根植于中国文化，要做"用户型科技企业"。 我们的产品线： 有四大系列：岚图FREE（中大型SUV）、岚图梦想家（高端MPV）、岚图追光（中大型轿车）、岚图 知音（中型SUV）。 | | | 124 4 | | | | --- | --- | --- | --- | --- | | 下表列示了我們四款車型的核心參數: | | | | | | 直到 | 嵐 FREE | 嵐圖夢想家 | 嵐圖進光 | 嵐圖知音 | | 细分市場 | 中大型SUV | MPV | 中大型轎車 | 中型SUV | | 軸距(mm) | 2.960 | 3.200 | 3.000 | 2.925 | | CLTC綜合續航 | | PHEV : 1,411/ ...

Core Viewpoint - Lantu Automotive has officially submitted its listing application to the Hong Kong Stock Exchange, marking a significant step towards its IPO, while Dongfeng Group is simultaneously completing its privatization process [2] Financial Performance - Dongfeng Group reported a 14.7% year-on-year decline in vehicle sales, totaling approximately 823,900 units, with a revenue of 54.533 billion yuan, up 6.6% year-on-year, and a net profit of 55 million yuan, down 91.96% year-on-year [2] - In contrast, Lantu Automotive's revenue is nearing 20 billion yuan, with net profit turning positive, indicating a self-sustaining phase [2] - Lantu's projected revenues for 2022 to 2024 are approximately 6.052 billion yuan, 12.749 billion yuan, and 19.360 billion yuan, with a compound annual growth rate of 78.9% [2] Sales and Growth - Lantu Automotive's sales are expected to grow from 19,409 units in 2022 to 80,116 units in 2024, achieving a compound annual growth rate of 103.2% [3] - In the first nine months of 2025, Lantu sold 96,992 vehicles, representing an 85% year-on-year increase [3] Product Strategy - Lantu has established a comprehensive product lineup covering the sedan, SUV, and MPV segments, with a price range of 200,000 to 500,000 yuan [3] - The Lantu Dreamer model has become a key product, with sales of 26,518 units in 2023, 46,687 units in 2024, and 40,111 units in the first seven months of 2025, indicating its growing importance in the lineup [4] Future Development Plans - Lantu plans to expand its product matrix to 6-9 models by the end of 2026, focusing on high-end market segments [5] - The company aims to enhance its sales network to 1,000 stores across over 200 cities by 2026, significantly increasing its market penetration [6] - Lantu's international market presence has expanded to 39 countries, with a 277.7% year-on-year increase in overseas sales from January to July 2025 [6] Strategic Partnerships - Lantu is deepening its collaboration with Huawei in the L3 conditional autonomous driving sector, aiming to enhance its technological capabilities [5]

Core Viewpoint - Lantu Automotive has officially submitted its listing application to the Hong Kong Stock Exchange, marking a significant step towards its public offering in the capital market [1][2]. Group 1: Company Overview - Lantu Automotive, established in 2021, is a high-end new energy brand under Dongfeng Motor Corporation, covering three segments: sedans, SUVs, and MPVs [2]. - The company plans to launch 1 to 3 new models annually, aiming to have 6 to 9 models by the end of 2026, thereby covering mainstream market segments [3]. Group 2: Financial Performance - Lantu Automotive's revenue projections show a compound annual growth rate (CAGR) of 78.9% from 2022 to 2024, with revenues expected to reach 60.5 billion yuan in 2022, 127.5 billion yuan in 2023, and 193.6 billion yuan in 2024 [2]. - The gross profit margin is projected to increase from 8.3% in 2022 to 21.0% in 2024, ranking second in the new energy vehicle industry [2]. - The company is nearing profitability, with a pre-tax net loss of 19.8 billion yuan in 2023, expected to narrow to 2.43 billion yuan in 2024 [3]. Group 3: Sales and Market Expansion - Lantu Automotive's sales are projected to grow from 19,400 units in 2022 to 80,100 units in 2024, reflecting a CAGR of 103.2% [3]. - In September 2023, the company delivered 15,224 vehicles, a year-on-year increase of 52%, with total deliveries from January to September reaching 96,992 units, up 85% year-on-year [3]. Group 4: Corporate Restructuring - Significant personnel changes occurred on September 22, 2023, with the CEO Lu Fang taking over as the legal representative and chairman, indicating a new management structure aligned with the upcoming listing [4]. - Lantu Automotive underwent a shareholding reform, with Dongfeng Group distributing 79.67% of its shares to all shareholders, facilitating the company's introduction to the Hong Kong market [5].

Group 1 - Lantu Automotive Technology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with China International Capital Corporation as its sole sponsor [1] - Lantu Automotive, established in 2021, is a high-end smart new energy brand under Dongfeng Motor, covering three segments: sedans, SUVs, and MPVs [1] - The company achieved revenues of RMB 60.518 billion, RMB 127.494 billion, RMB 193.606 billion, RMB 82.954 billion, and RMB 157.815 billion for the years 2022, 2023, 2024, and the seven months ending July 31, 2025, respectively, with a compound annual growth rate of 78.9% from 2022 to 2024 [1] - The gross margin increased from 8.3% in 2022 to 21.0% in 2024, further rising to 21.3% for the seven months ending July 31, 2025 [1] - Lantu Automotive delivered 15,224 vehicles in September 2025, with a year-on-year growth of 85% for the cumulative deliveries from January to September [1] Group 2 - Chery Automobile recently completed a successful IPO on the Hong Kong Stock Exchange, raising HKD 91.4 billion, making it the largest car company IPO in the Hong Kong market for the year [2]

2022年至2024年，岚图汽车销量位于中国高端新能源汽车行业前列，2022年至2024年期间复合增长率为 103.2%，在中国高端新能源汽车品牌中销量增速排名前三。其中岚图梦想家2024年第三季度至2025年 第二季度销量增速达21.3%，位列市场首位。 10月2日，岚图汽车科技股份有限公司（以下简称"岚图汽车"）正式向香港联交所递交上市申请，拟以 介绍上市方式登陆香港资本市场，此举为汽车行业央国企新能源转型写下生动注脚。 2022年、2023年、2024年、2025年前7个月，岚图汽车分别实现收入60.5亿元(人民币，下同)、127.5亿 元、193.6亿元及157.8亿元，2022年至2024年复合增速达78.9%，公司经营健康可持续。毛利率从2022 年度的8.3%上升至2024年度的21.0%，在新能源汽车行业毛利率排名第二，已在2024年第四季度首次实 现单季度盈利，并已于2025年1—7月实现盈利，展现出强劲的经营韧性与成长性。 岚图是东风公司旗下高端智慧新能源品牌，是产品矩阵最全面的高端新能源车企，是首个达成20万辆整 车下线的央国企高端新能源汽车品牌，是新能源汽车行业内专利增速最快的新能源车 ...

Core Viewpoint - Avita Technology plans to submit an IPO application to the Hong Kong Stock Exchange in Q4 of this year, aiming for a listing in Q2 of next year, with preparations currently underway for the application [1][2]. Company Overview - Avita Technology, originally known as Changan NIO New Energy Vehicle Technology Co., Ltd., was established in July 2018 and rebranded in May 2021. It is a high-end automotive brand under Changan Automobile, co-developed with CATL and Huawei [2]. - The company has launched four models: Avita 11, Avita 12, Avita 07, and Avita 06, with the latest model, the 2026 Avita 07, launched on September 20, featuring a price range of 219,900 to 279,900 yuan [4][5]. Financial Performance - As of August 2025, Avita's cumulative sales reached 79,711 units, representing a year-on-year increase of 119.18%. In August alone, sales were 10,565 units, up 184.62% year-on-year [7]. - The best-selling model is the Avita 07, with sales of 30,717 units, followed by Avita 06 at 24,150 units, Avita 12 at 13,050 units, and Avita 11 at 2,485 units [8]. Product Development and Future Plans - Avita plans to launch 17 new models by 2030, covering various segments including MPVs and sports cars. The company is also collaborating with Huawei on the Hi Plus model, with nearly 1,000 joint team members working at Avita's headquarters [7][10]. - The new concept car, VISION XPECTRA, was unveiled before the 2025 Munich Auto Show, featuring a futuristic design and expected to launch in 2026 [7]. Market Expansion - Avita has begun expanding into markets outside of China, including ASEAN and the Middle East, with successful launches in Thailand, UAE, and Qatar. The company plans to enter 50 countries and regions by 2025 [10].

Group 1 - Lantu officially completed its corporate restructuring and name change to "Lantu Automotive Technology Co., Ltd." on September 15, with registered capital increased to 3.68 billion yuan [3] - The transition to a joint-stock company is seen as a significant step towards Lantu's listing on the Hong Kong Stock Exchange, enhancing its capital structure and brand image [3][4] - Lantu's cumulative delivery volume from January to August reached 81,768 units, representing a 92% year-on-year increase, with August alone seeing 13,505 units delivered, a 119% increase [4] Group 2 - The newly launched 2026 Lantu Dreamer features advanced technologies such as 800V ultra-fast charging and a large 62.5 kWh battery, achieving a maximum pure electric range of 350 km [6][7] - The 2026 Lantu Dreamer is positioned as a high-end MPV, having undergone three product iterations over four years, with cumulative sales reaching 130,000 units [6][7] - The MPV market in China saw a total sales volume of 600,000 units from January to July, with a year-on-year growth of 6.4%, while Lantu Dreamer's market share in the mid-to-large MPV segment was only 2.6% in July [8]

Core Viewpoint - Lantu Automotive has officially changed its name to "Lantu Automotive Technology Co., Ltd." and transformed into a joint-stock company, marking a significant step towards its planned listing on the Hong Kong Stock Exchange [1] Company Developments - The company announced its intention to list on the Hong Kong Stock Exchange on August 22, 2023, and has since been active in product launches and market strategies [1] - On August 28, Lantu launched its new pure electric SUV, Lantu Zhi Yin, which, along with Lantu FREE+, forms a dual product matrix of "pure electric + hybrid" to strengthen its competitiveness in the mid-to-large intelligent SUV market [1] - From September 8 to 14, the Lantu Zhi Yin ranked first in sales among Huawei-related pure electric models priced under 300,000 yuan [1] Sales Performance - In August, Lantu's delivery performance was robust, with a total of 13,505 vehicles delivered in a single month, representing a year-on-year increase of 119%, achieving seven consecutive months of growth [1] - Cumulatively, from January to August, Lantu delivered 81,768 vehicles, reflecting a year-on-year growth rate of 92%, indicating a steady market growth trend [1] Product Launches - On September 15, the 2026 model of Lantu Dreamer was launched, featuring advanced technologies such as 800V, 5C ultra-fast charging, a 62.5 kWh large battery, Huawei ADS 4, HarmonyOS cockpit 5, and intelligent rear-wheel steering, with over 10,000 orders placed within 18 hours of its launch [1] - Lantu plans to introduce its flagship sedan, Lantu Zhaiguang L, and flagship SUV, Lantu Taishan, within the year to further enrich its product matrix and enhance its technological capabilities, providing stronger momentum for its independent listing [1]

Core Viewpoint - Lantu Automotive has officially changed its name to "Lantu Automotive Technology Co., Ltd." and transformed into a joint-stock company, marking a significant step in its capital market journey as it prepares for a listing on the Hong Kong Stock Exchange [1] Group 1: Corporate Developments - The registered capital of Lantu has increased from approximately 3.67 billion to 3.68 billion yuan [1] - The company announced its intention to list on the Hong Kong Stock Exchange on August 22, leading to increased product and market activities [1] Group 2: Product Launches and Market Performance - Lantu launched its new pure electric SUV, Lantu Zhi Yin, on August 28, which, along with Lantu FREE+, forms a dual product matrix in the mid-to-large intelligent SUV market [1] - From September 8 to 14, Lantu Zhi Yin ranked first in sales among Huawei-branded pure electric vehicles priced under 300,000 yuan [1] - In August, Lantu delivered 13,505 vehicles, a year-on-year increase of 119%, achieving seven consecutive months of growth; total deliveries from January to August reached 81,768 units, up 92% year-on-year [1] Group 3: Future Product Plans - The 2026 model of Lantu Dreamer was launched on September 15, featuring advanced technologies such as 800V ultra-fast charging and Huawei ADS 4, with over 10,000 orders placed within 18 hours of its launch [1] - Lantu plans to introduce a flagship sedan, Lantu Zhaiguang L, and a flagship SUV, Lantu Taishan, by the end of the year to further enrich its product lineup and enhance technological capabilities [1]

Core Viewpoint - Lantu Motors is actively expanding its product lineup and market presence in the increasingly competitive electric vehicle market, signaling its ambition to go public in Hong Kong while optimizing its parent company, Dongfeng Group's, asset structure [2][3][5]. Group 1: Product Launches and Market Strategy - Lantu Motors has launched multiple new models within a month, including the 2026 Lantu Dreamer and the Lantu Pursuit, with the Dreamer receiving over 10,000 pre-orders within the first hour of its release [2]. - The company is strategically covering various price segments, ranging from 196,900 to 236,900 yuan and above 400,000 yuan, while simultaneously advancing both pure electric and plug-in hybrid technologies [2]. - The 2026 Lantu Dreamer is notable for being the first MPV globally to feature Huawei's ADS 4 and HarmonyOS 5, showcasing Lantu's commitment to smart technology [4]. Group 2: Financial Performance - Lantu Motors is nearing profitability, with a significant reduction in losses; the pre-tax net loss for 2023 was 1.98 billion yuan, which is expected to decrease to 243 million yuan in 2024, with a net loss of only 18 million yuan [3]. - In August 2025, Lantu's sales reached 13,500 units, marking a 119% year-on-year increase, although the company has only achieved 28% of its annual sales target for 2023 [4]. Group 3: Corporate Strategy and Market Position - The upcoming listing on the Hong Kong Stock Exchange is seen as a move to enhance Lantu's market competitiveness and showcase its product development capabilities to potential investors [5]. - Dongfeng Group's decision to privatize and focus on high-end new energy businesses reflects a strategic shift towards optimizing its asset structure and supporting Lantu's growth [2][5].