与华为的合作能在多大程度上推动阿维塔走得更远？阿维塔又如何实施其战略2.0？对此，阿维塔科技董事长王辉和阿维塔科技总裁陈卓，在阿维塔车展发 布会后接受了包括经济观察报在内的媒体采访，回答了阿维塔接下来的主要发展策略和思路。 联合共创，加密产品线 目前行业中与华为合作的企业越来越多，阿维塔与华为的合作有何特点？对此，王辉表示："阿维塔既是华为最亲密的合作伙伴，也是华为引望的股东。在 华为乾崑生态大会现场，我与岚图、广汽等企业的领导交流，他们开玩笑说，我除了和他们一样是合作伙伴，他们还为引望贡献利润，也间接为阿维塔贡献 利润。" 王辉透露，目前华为在内部已非常明确，无论和哪个品牌合作，阿维塔都必须成功，因为阿维塔是其深度合作的第一个品牌。未来华为的产品和技术，必须 在阿维塔的产品上首发搭载。 "阿维塔的CHN模式及与华为的合作虽属于稀缺战略资源，但不是说阿维塔可以躺赢，关键在于如何利用好这些资源，构建阿维塔自身的品牌竞争力。"王辉 说。他举例称，在产品设计、营销和服务能力构建上，阿维塔都会与华为进行合作及共创。 根据阿维塔战略2.0的产品规划，到2030年，阿维塔与华为将联合推出17款车型，覆盖轿车、SUV、MP ...

Core Insights - Avita 12's launch marks the introduction of Huawei's four-laser radar system into the 250,000 RMB market segment, with six versions priced between 269,900 RMB and 429,900 RMB, and a post-rights price range of 259,900 RMB to 419,900 RMB [2] - The vehicle faces stiff competition from models like Tesla Model Y and NIO ET5, with its market performance since November 2023 falling short of expectations due to brand recognition challenges [2] - Avita's sales strategies for 2024 include price adjustments and product lineup expansions, but these efforts have not yielded significant results, leading to a "good reputation but poor sales" scenario [2] Product Features - The Avita 12 four-laser version features a comprehensive Huawei four-laser radar system, including three long-range high-sensitivity laser radars and one rear high-precision solid-state laser radar, providing 360° perception coverage [2] - The vehicle's intelligent driving hardware configuration shows advantages over competitors, which typically have only 1 to 3 laser radars focused mainly on forward perception [3] Strategic Development - The launch of the four-laser version is a key milestone in Avita's "Strategy 2.0," which aims to deepen the integration of the CHN model (Changan, Huawei, CATL) into a strategic partnership [3] - The strategy includes a shift from technical cooperation to a HI PLUS model, expanding collaboration from technology supply to product development, marketing, and ecosystem building [3] - Avita plans to launch five upgraded models by 2026 and a total of 17 models by 2030, targeting global sales of 800,000 units [3] Market Positioning - In the 300,000 RMB new energy sedan market, hardware specifications are merely entry tickets; the real competitive edge lies in converting technical advantages into user experience benefits [4] - The market performance of the Avita 12 four-laser version will test the effectiveness of the "technology down" strategy and is crucial for Avita to break through the current market landscape [4]

Core Viewpoint - Avita's financial struggles are highlighted by a significant loss of 4 billion yuan in 2024, contributing to a total loss of nearly 10 billion yuan over the past three years, raising concerns as the company approaches its IPO plans [3][4]. Financial Performance - Avita reported a loss of 4.018 billion yuan in 2024, following losses of 2.015 billion yuan in 2022 and 3.693 billion yuan in 2023, totaling 9.726 billion yuan over three years [3]. - The company's debt ratio peaked at 94.46% in the first half of 2024 but narrowed to 70.54% by the end of the year [3]. Sales and Market Position - In 2024, Avita's annual sales increased by 140% to 73,606 units, achieving only 73% of its 100,000-unit sales target [5]. - The company aims to reach a sales target of 220,000 units by 2025, with plans to achieve breakeven in the third and fourth quarters of that year [5]. IPO Plans and Financing - Avita is reportedly planning to submit its IPO application in the second quarter of 2024, with hopes to complete the listing by the fourth quarter [6]. - The company completed a C-round financing of over 11 billion yuan, bringing its total fundraising since 2021 to 19 billion yuan [6]. Product Strategy - The launch of the Avita 07 model has significantly boosted monthly sales, which have stabilized above 10,000 units [7]. - The upcoming Avita 06 model is expected to complement the 07 in driving sales, crucial for reducing cost pressures ahead of the IPO [8]. Competitive Landscape - Avita's reliance on partnerships with major players like Huawei and CATL has diminished as competitors also adopt similar technologies, reducing Avita's unique selling proposition [10][11]. - The brand's shift to a more competitive pricing strategy has led to a decrease in its premium brand image, which may affect its market positioning [9][12].