狂热的资本已回归理性，对新势力的价值判断也更为审慎。对更多车圈外的人士来说，如果剥离"出身名门"的光环，一家还没有制造出一款真正意义 上爆款车型的汽车公司，独有的价值点究竟是什么？阿维塔亟需足够有说服力的新叙事。 阿维塔酝酿上市已久。早在 2021 年时，阿维塔高层曾对透露，阿维塔计划于 2024 至 2025 年实现 IPO ，随后时间有所调整。去年，阿维塔明确 2026 年上市的计划，成为首个明确上市时间节点的央企新品牌。 但摆在阿维塔上市眼前的第一关，恐怕是这家公司如何面向更广阔的市场介绍自己。目前，已经上市的新造车企业包括蔚来、理想、小鹏、极氪、零 跑等，其中已经实现盈利的只有理想、零跑、极氪三家。 来源：凤凰网财经《公司研究院》 背靠长安汽车、华为、宁德时代，阿维塔加快港股闯关的步伐。日前阿维塔科技向港交所提交 IPO 申请，中信证券和中金公司为联席保荐人。 阿维塔与华为的合作可追溯至 2019 年 1 月，当时华为智能汽车解决方案业务尚在起步阶段，长安汽车董事长朱华荣与华为轮值董事长徐直军便已 经开始商谈阿维塔的未来。 阿维塔随后成为华为 HI （ Huawei Inside ）模式的早期合作方。 ...

Core Viewpoint - Avita has upgraded its cooperation model with Huawei to the HI PLUS model, enhancing collaboration across various aspects including product development, marketing, and team building [2][3][6]. Group 1: Partnership Development - The partnership between Avita and Huawei began in January 2019, with Avita being an early collaborator in Huawei's HI model [5]. - The HI model allows Avita to define and develop products while Huawei provides a complete set of smart automotive solutions, resulting in the launch of multiple models including Avita 06, 12, 07, and 11 [5][6]. - Avita's sales reached a historical high in October, with a year-on-year growth of 34%, totaling nearly 14,000 vehicles sold [5]. Group 2: Strategic Investments - Avita acquired a 10% stake in Huawei's subsidiary, enhancing strategic collaboration and ensuring revenue growth from any brand associated with Huawei [6]. - As of October, Huawei has partnered with 14 automotive companies, resulting in 33 mass-produced models equipped with Huawei's smart driving and cockpit systems [6]. Group 3: Future Product and Market Strategy - Avita plans to invest 50% of its efforts in enhancing marketing and services, focusing on product technology and service improvements [7]. - The first model under the HI PLUS model will be a flagship large SUV priced at over one million yuan, developed jointly by Avita and Huawei [7]. - Avita aims to accelerate its product launch pace, with four new models planned for next year, while also undergoing significant upgrades to existing products [9][10]. Group 4: Global Expansion - Avita is actively pursuing international markets, having entered 34 countries and regions, with plans to expand into Latin America and the Middle East [11]. - The company's global strategy is aligned with the broader goals of Changan Automobile, emphasizing the importance of international presence for Chinese brands [11].

Group 1: Corporate Strategy and Leadership - Changan Automobile appointed Zhang Xiaoyu as Vice President in charge of strategy, indicating a potential upgrade in strategic focus as a new central enterprise [1] - The company aims to strengthen its core manufacturing capabilities while leveraging its ecological platform to expand service profitability through a "hard-soft combination" model [2] Group 2: Future Industry Planning - Changan plans to develop new technologies in humanoid robots and flying cars, with the first manned flying car expected to be launched in 2026 and mass production by 2028 [3] - The company will explore unmanned commercial vehicles, including cleaning robots and agricultural machinery, leveraging existing capabilities [3] Group 3: Recent Product Launches - The fourth-generation Yidong was launched on September 7, and the fourth-generation CS55PLUS is expected to be released within the year [4] - The A06 and new Q05 models were showcased at the fifth Technology Ecology Conference, with the Q05 featuring a 506 km electric range and advanced technologies [5] Group 4: Intelligent Driving Brand "Tianshu Smart Driving" - Tianshu Smart Driving aims to provide "extremely safe intelligent travel solutions," focusing on risk perception and real-time risk avoidance [6] - The Tianshu cockpit integrates AI technology for enhanced user interaction and experience, including a 3D surround sound system and health monitoring features [7] Group 5: Global Market Expansion - Changan is accelerating its global "Sea of Stars" plan, with over 28 brand launch events held in Europe and the Middle East Africa in the past year [8] - The company has established a presence in over 100 countries, with a global network exceeding 14,000 outlets, and plans to build 20 overseas factories [8] - By the end of the year, Changan's overseas production capacity is expected to reach 460,000 vehicles [9] Group 6: Regional Market Strategies - In Southeast Asia, Changan aims to enter the world brand TOP 10 by 2027, with its Thailand production base already operational [9] - In Europe, the company plans to introduce six new energy models by 2027 and complete marketing and service infrastructure by 2025 [9] - In Central and South America, Changan aims to enter the Brazilian market by 2025 and achieve full product line coverage [9] - In the Middle East and Africa, the company will focus on fuel vehicles and establish channels for the Deep Blue brand by 2025 [9]

Group 1: Current Business Performance - Avita has achieved a milestone of "three years and four vehicles," with a total sales volume exceeding 150,000 units since deliveries began at the end of 2022 [1] - In May 2025, Avita's sales reached 12,767 units, marking a year-on-year increase of 179% and setting a new monthly sales record [1] - The company has established over 700 channel touchpoints, covering 212 cities, with a city coverage rate of 82% and a core business district coverage rate of 76% as of the end of May [1] Group 2: Product Development and Future Plans - Avita plans to launch 17 new products by 2030, covering a full spectrum of vehicle types including sedans, SUVs, sports cars, and MPVs [2] - The company has upgraded its service commitment, enhancing service levels across the board [2] Group 3: Global Expansion Strategy - Avita aims to enter over 50 countries by 2025, with a target of 16,000 units in overseas sales and 60,000 units by 2027 [3] - The brand's first model, Avita 11, was successfully launched in Hong Kong, with prices set at HKD 513,800 and HKD 608,800 for the Premium and Max versions, respectively [3] Group 4: Battery Technology and Production Capacity - The company plans to complete the investment in 50GWh battery cell production capacity by 2026, reaching a total capacity of 75GWh [4] - Avita aims to achieve solid-state battery validation by 2026 and gradually ramp up production by 2027, targeting an energy density of 400Wh/kg [4] Group 5: Regional Market Strategies - In Southeast Asia, Avita's Thailand production base commenced operations in May 2025, with a goal to enter the world's top 10 brands by 2027 [5] - In Europe, the company plans to complete marketing and service infrastructure by 2025 and introduce six new energy models by 2027 [5] - Avita aims to enter the Brazilian market in 2025 and achieve top 10 brand status in the region by 2026 [5] - The company is focusing on fuel vehicles in the Middle East and Africa, with plans to establish channels in Egypt, Morocco, and Qatar by 2025 [5]

文丨赵宇 窦亚娟 曾兴 编辑丨宋玮 在第一款纯电旗舰车型 MEGA 发布并经历震荡之后，理想在短短两个月时间，启动组织大调整、裁 员，CEO 对内反思 "过度关注销量和竞争"。今天，理想又公布了一个重要变化：今年内不再发布新 的纯电车型。 这一消息是在理想今晚举行的业绩发布会上宣布的。2024 年一季度，理想比去年同期多卖了 2.8 万 辆车，总营收增长了 36.4 % 至 256 亿元，但净利润从 9.3 亿元降到了 5.9 亿元。 2024 年原本是理想的纯电大年。按照其去年年底的规划， 3 月发布 MEGA ，下半年发布 3 款纯电 SUV。其中，M9、M8 将在 2024 年内量产，M7 预计在 2025 年一季度量产。2 月，理想创始人、 CEO 李想信心满满的表示，今年将是理想汽车史无前例的产品大年，到年底，理想将有 4 款增程电 动和 4 款高压纯电车型在售。 以下文章来源于晚点Auto ，作者晚点团队 晚点Auto . 从制造到创造，从不可能到可能。《晚点LatePost》旗下汽车品牌。 先建超充站，再发纯电车。 但变化在三个月内发生。据最新计划，理想纯电 SUV 车型的发布时间将推迟到明年上 ...