新车是哪天到店的？ 新车是10月20日到店的，只到了2台纯电版，展车和试驾车各一台。 大家好，我是 阿维塔体验中心的销售顾问。 今天 和大家聊聊刚刚上市的阿维塔12，看看这款车的情况 怎么样？ 一台是指导价28.99万的Max纯电版，外观是耀黑，内饰是岱红；另外一台是指导价31.99万的UItra纯电 版四驱，外观云紫，内饰是墨黑。 后续车辆是根据订单匹配的，预计1-2个月到店。目前新老款一起销售，店内新款定了3台。 增程版听说是电池比较吃紧，所以没有到车，其实我们预计增程版要好卖些。 新车目前价格是多少？有什么专项政策？ 新车在10月18日开始预售，但没有发布预售价。10月28日晚直接发布正式上市价格，增程版26.99万起 售，有2款车型；纯电版28.99万起售，有4款车型，基本和25款价格保持一致。 预售期间订车的客户可以享受2000元抵扣5000元，再叠加上市的现金权益10000元，总共就是13000 元。 具体的客户权益： 有一些必讲的亮点，比如未来美学的设计。在此必须得说一句，阿维塔12的外观和内饰，我个人认为是 帅到家了，表里如一的科幻。 另外格外强调的就是，升级华为四激光、华为乾崑ADS4、辅助 ...

Core Insights - The Avita 12 Four Laser Edition is set to officially launch on October 28, featuring ten technological upgrades and offering both pure electric and range-extended powertrains across six models [1][2] - The vehicle incorporates advanced features such as Huawei's four-laser radar system and a 52kWh capacity battery from CATL, enhancing its safety and driving experience [1] Group 1: Vehicle Features - The Avita 12 offers a pure electric rear-wheel drive version with a CLTC range of 755 km, suitable for intercity travel [2] - The all-wheel drive version accelerates from 0-100 km/h in just 3.8 seconds, with performance parameters comparable to a 4.0T V8 engine [2] - The range-extended version is equipped with a 52kWh battery, providing a CLTC pure electric range of 356 km and a total range exceeding 1270 km [2] Group 2: Technological Advancements - The vehicle features a new rear high-precision solid-state laser radar, achieving 360° environmental perception, enhancing safety in complex driving scenarios [1] - The Avita 12 will be the first new energy sedan to reach Antarctica, undergoing extreme testing in collaboration with authoritative institutions [2]

本报讯 （记者刘钊）10月18日，阿维塔科技（重庆）股份有限公司（以下简称"阿维塔"）旗下阿维塔12四激光版预售发布 会在重庆举办，并宣布阿维塔*华为乾崑智驾®城市公开赛即将启动。阿维塔12四激光版提供纯电与增程双动力，共推出6款车 型。新车在设计、豪华、驾控与智能四大维度全面进化，以华为四激光雷达、华为乾崑ADS4、52kWh大容量宁德时代骁遥超 级增·混电池为代表的"十项全新升级"，以及英国之宝25扬声器音响、VIP四座豪华包、四温区空调与纳米水离子健康氧颜舱 等"十二项同级独享"配置。 阿维塔12四激光版全系标配华为最高阶的四激光雷达系统，树立全新安全标杆。该系统在原有3颗高感知长距激光雷达的 基础上又增加了1颗后向高精度固态激光雷达，实现360°无死角全域覆盖。即使在夜间或逆光等极端场景下，也能精准识别如 倒车时的下沉台阶、悬空消防栓、异形障碍物等传统视觉方案难以捕捉的风险。 在软件层面，新车搭载华为乾崑ADS4，基于WEWA技术架构实现从"模仿人类"到"超越人类"的决策进化，通行效率上提 升20%，重刹率降低30%，端到端时延降低50%，体验更贴近"人驾"般流畅自然。全维防碰撞系统CAS4.0进一步 ...

Core Insights - The new Lantu Zhiyin achieved a monthly sales record of 3,670 units in September, becoming the best-selling pure electric model in the Huawei ecosystem, surpassing models like the Zhijie R7 and Avita 07 [1][5] - JD.com announced a partnership with GAC Group and CATL to launch the "National Good Car," set to debut on November 9, differing from Huawei's model by focusing on consumer insights and exclusive sales rather than manufacturing [1] - Huawei's entry into the automotive sector has evolved from a parts supplier to a comprehensive service provider, establishing a vast smart automotive ecosystem in just six years [3][5] Industry Trends - The automotive industry is shifting from a focus on manufacturing capabilities to a comprehensive digital operation capability, requiring talent that understands both products and consumer needs [2] - The competition landscape is changing, with ICT talent moving into the automotive sector, emphasizing the importance of digital experiences over traditional mechanical advantages [3] Huawei's Role - Huawei's collaboration with automakers has developed into a three-tier model: basic parts supply, HI mode (Huawei Inside), and the more integrated Hongmeng Intelligent Driving mode [3] - The partnership between Lantu and Huawei exemplifies the "HI Plus model," involving deep collaboration in product development and agile methodologies [5] Product Positioning - Lantu Zhiyin is positioned in the 200,000 to 300,000 yuan price range, featuring high-end intelligent driving systems and a high-voltage platform, addressing family users' needs for a comprehensive experience [6] - The vehicle boasts a space utilization rate of 90.8%, the highest in the industry, with a wheelbase of 2,925mm providing ample legroom for rear passengers [6] Market Impact - The success of Lantu Zhiyin has attracted attention from capital markets, with the company filing for an IPO in Hong Kong, marking a critical phase in its capitalization process [6] - Huawei's smart automotive business is transitioning from a technology exploration phase to large-scale expansion, indicating a mature ecosystem ready for deeper development [6] Future Outlook - The automotive industry is undergoing a transformation where vehicles are seen as "third living spaces," focusing on emotional intelligence and predictive capabilities rather than just technical specifications [7]

"造车新势力正在经历从'能不能造好车'到'能不能卖好车'的转折，现阶段需要既懂产品，又懂用户的复 合型人才。"中国乘用车产业联盟秘书长张秀阳对中国证券报记者表示，汽车行业竞争维度已从单纯的 制造能力，扩展到全链路数字化运营能力，这股跨界力量和新任掌舵者们不仅为汽车行业带来了全新的 营销玩法，也在以互联网思维深刻地影响和改变着汽车产业的格局。 华为模式重塑车市格局 从最初的零部件供应商，到如今深度参与整车设计、智能辅助驾驶、渠道销售的全链条服务商，华为仅 用六年时间便构建起庞大的智能汽车生态圈。目前，华为与车企的合作已演化出三级模式：最基础的零 部件供应模式、HI模式（Huawei Inside）以及最深度的鸿蒙智行模式。 记者观察到，华为的入局正在改变汽车行业的竞争要素。在人才方面，ICT（信息与通信技术）高管集 体"转场"背后，是汽车产品定位的深刻变革。传统车企赖以生存的底盘调校、动力总成等机械优势，在 智能汽车时代正逐渐让位于算力、算法和生态体验，当汽车变为智能终端后，用户期待的是无缝衔接的 数字体验。这正是ICT类人才的优势战场，他们深谙如何让车载系统像手机一样流畅，让语音助手像人 类一样聪明，让车机O ...

Group 1 - The establishment of a new central enterprise has significant implications for Changan Automobile and Avita Technology, providing both recognition and pressure to enhance global competitiveness [1] - Avita Technology will benefit from increased resource support due to its affiliation with the new central enterprise, leveraging Changan's full supply chain and pursuing deeper strategic collaborations with companies like Haier, Huawei, and CATL [1] - The Avita 06 Ultra range-extended version, launched during the Chengdu Auto Show, features a CATL 5C large battery and incorporates Huawei's advanced technologies [1] Group 2 - The trend in range-extended vehicles is shifting from "small battery + large extender" to "large battery + small extender," with a focus on optimizing battery capacity for user needs [2] - Avita Technology's 06 model offers a 45.06 kWh CATL battery, with a pure electric range of 330 kilometers, which aligns with typical user driving patterns [2] - Increasing battery size can raise costs for manufacturers, which ultimately impacts consumers, as evidenced by the current unit costs of LFP and NCM811 batteries [2] Group 3 - Avita Technology, established for seven years, aims to move beyond being perceived as a niche brand by focusing on original design and technology to attract a broader consumer base [3] - In August, Avita Technology achieved sales of 10,600 units, a year-on-year increase of 185%, indicating a positive sales trend and market expansion [3] - The company plans to enter a new product launch phase, with several new models scheduled for release, including the Avita 07 and a high-end six-seat SUV [3][4] Group 4 - Avita Technology's strategic investment in acquiring a 10% stake in Huawei's subsidiary for 11.5 billion yuan reflects its long-term vision of building a century-old brand rather than focusing on short-term profits [4]

Core Viewpoint - Avita 06 Ultra range-extended version was launched at the 2025 Chengdu Auto Show with a price of 269,900 yuan, making it the first sedan in the industry with dual 5C ultra-fast charging capabilities and the only 200,000-level vehicle available with a 5C fast-charging extended battery [1][3] Group 1: Product Features - Avita 06 is equipped with advanced technologies from Changan Automobile, Huawei, and CATL, achieving over 20,000 deliveries within four months of launch [3] - The vehicle features a new WEWA architecture and 192-line LiDAR, improving end-to-end latency by 50%, traffic efficiency by 20%, and reducing heavy braking rates by 30% [5] - The Ultra range-extended version comes with a 45.06 kWh CATL 5C super battery, offering a pure electric range of 330 km and a comprehensive range of 1,250 km, with charging from 30% to 80% in under 10 minutes [7] Group 2: Safety and Testing - Avita 06 has passed rigorous safety tests, achieving three industry-first certifications for battery safety, including a 750J bottom impact test and a 260-second fire test, with no thermal runaway or fire [9] - The vehicle's body structure utilizes a "eight horizontal and nine vertical" high-strength cage design, with 34% military-grade hot-formed steel, and is equipped with nine airbags [11] - Avita 06 is the first vehicle to challenge the E-NCAP 2026 collision test standards, demonstrating excellent structural integrity and safety performance [11] Group 3: Future Outlook - Avita aims to redefine luxury mobility standards through continuous technological innovation and collaboration with strategic partners like Huawei and CATL [3][13] - The brand is committed to advancing in areas such as technology, product development, channels, and services to enhance user experience in intelligent mobility [13]

Group 1: Avita and Dongfeng Automotive Developments - Avita is set to launch new models equipped with Huawei's ADS4 and HarmonyOS 5, with existing users eligible for OTA upgrades [1] - Avita will offer versions of models 06, 07, and 12 featuring CATL's "Xiaoyao Super Hybrid Battery" and is conducting a clearance sale for existing models [1] - Dongfeng Motor has signed a strategic cooperation agreement with China National Chemical Corporation, focusing on technology innovation, supply chain, and integrated vehicle solutions [1] Group 2: International Orders and Collaborations - Dongfeng Import and Export Company has signed an annual order for 9,000 vehicles with Italian partners, including key models from its Mage, Huge, and Shine brands [1] - HeSai Technology has received mass production approval for its laser radar from a joint venture under Toyota, with plans to equip new energy vehicles starting in 2026 [6] Group 3: Innovations and Safety Features - Chery Automobile has published a patent for an "Emotion Regulation Method" aimed at improving driving safety by adjusting user emotions based on driving data [3] - Seres has announced a patent for a "Battery Pack Scraping Warning Method," which enhances real-time monitoring and pre-warning for battery pack scraping risks [4] Group 4: New Model Launches - Volvo has commenced mass production of its XC70 hybrid model at its Taizhou factory, with pre-sales starting on August 27 [4] - The new Audi Q2L has been officially launched, positioned as a luxury A-class SUV with prices set at 171,800 and 185,800 RMB [5] Group 5: Corporate Changes - Aiways Automotive (Shanghai) has undergone a corporate change, appointing Liu Kun as the new legal representative and general manager [4] - Ford is recalling 41,875 Lincoln Aviator vehicles in the U.S. due to rearview camera display failures [7]

Investment Rating - The report emphasizes the importance of 3D data assets and physical simulation engines, indicating a positive outlook on China's physical AI as a scarce asset [3]. Core Insights - The report outlines the five stages of biological intelligence and maps them to embodied intelligence, highlighting that the current missing elements are simulation and planning capabilities [4][10]. - It discusses the evolution of intelligent driving algorithms and their relevance to understanding the development of embodied intelligence models, noting that many core teams in humanoid robotics have extensive experience in the intelligent driving sector [39][41]. - The report identifies the need for physical AI to facilitate real-world interactions for robots, contrasting this with intelligent driving, which inherently avoids physical interactions [4][41]. Summary by Sections 1. Mapping Biological Intelligence to Embodied Intelligence - The report details the five stages of biological intelligence, emphasizing that the current stage of humanoid robots is still early, with a significant gap in simulation learning capabilities [10][35]. - It highlights the importance of understanding the evolutionary history of biological intelligence to inform the development of embodied intelligence [10]. 2. Intelligent Driving and Its Implications - The report reviews the history of intelligent driving algorithms, concluding that the architecture has evolved from 2D images to 3D spatial understanding, which is crucial for developing initial spatial intelligence [39]. - It notes that the transition from traditional algorithms to model-based reinforcement learning is essential for both intelligent driving and humanoid robotics, affecting their usability [39][41]. 3. The Role of Physical AI - The report emphasizes that physical AI is critical for enabling robots to interact with the physical world, addressing the challenges of data scarcity in the robotics industry [4][10]. - It contrasts the requirements for physical interaction in humanoid robots with the goals of intelligent driving, which focuses on avoiding physical collisions [41].

Investment Rating - The industry investment rating is "Positive" [9] Core Viewpoints - The continuous release of significant models, such as the Li Auto i8, is expected to create opportunities for automakers, particularly in the family SUV market, with a focus on product details and innovation to meet user needs [3][22] - The automotive industry is undergoing unprecedented transformation due to smart technology, with advancements in AI and autonomous driving expected to unlock vast market potential [3][24] - Domestic parts manufacturers are benefiting from local substitution and overseas expansion, with opportunities arising from entering the robot sector [4][24] Summary by Sections Weekly Market Review - The A-share automotive sector experienced a decline of 0.41% this week, ranking 30th among SW primary industries, while the cumulative increase since 2025 is 7.77%, ranking 14th [12][14] Weekly Highlights - Key events include the pre-order launch of the Li Auto i8 on July 17 and its official release on July 29, as well as BYD's global debut of L4-level smart parking technology [5][25][29] Investment Recommendations - Recommended automakers include XPeng Motors, SAIC Group, BYD, Changan Automobile, Great Wall Motors, and Leap Motor. Beneficiary stocks include Seres, JAC Motors, GAC Group, BAIC Blue Valley, Li Auto, and Geely [6][33] - In the parts sector, focus on Huayang Group, Desay SV, Joyson Electronics, and others, with beneficiary stocks including Bertel, Bolong Technology, and Horizon Robotics [6][33] Industry News - The China Automobile Association reported that in the first half of 2025, automotive production and sales exceeded 15 million units, with a year-on-year growth of over 10% [32] - The association predicts that new energy vehicle sales will surpass 16 million units in 2025, accounting for over 50% of total sales [32][31]