wen | yemacaijing gaoyuanshan
编辑 | 高 岩
xinnengyuancheqi“guojiadui”zaijiayifen。
11yue6ri,shanghailianhechanquanjiaoyisuo(yixiajiancheng“shanghailianjiaosuo”)zaiqiguanweifawentuijieaweitakeji(zhongqing)youxiangongsizengzixiangmu,qizhongtidaoaweitayijingmingque2026nianshangshidejihua。aweitazuoweizhanganqichede“dizhangzi”,keweibeijiyuhouwang。zhanganqichedongshizhangzhuhuarongcenggongkaibiaoshi,“weilaisannian,jiangshiaweitadazao‘xinhaohuadiyipinpai’deguanjianshiqi。”
suiranaweitadingweiweizhonggaoduanpinpai,jinnianyefabuduokuanzhonggaoduanxinchexing,danaweitayiranshenxiankuisunnitan,liangnianbanleijikuisun71.03yiyuan。zhidezhuyideshi,jinnian8yue,aweitahaihuafei115yiyuantouzihuaweizigongsi——shenzhenyinwangzhinengjishuyouxiangongsi。
yibiankuisun、yibiandaetouzideaweita,kaoiponengjiejuezheiyixiliewentima?
多次传上市计划,估值300亿
shijishang,ziaweitadanshengyilai,jiuyouzheguanyuipodexinwen。
aweitachengliyu2018nian,2020nianzhanganqichezhixingfuzongcaitanbenhongdanrenaweitadongshizhangjianshouxizhixingguan。tanbenhongweizhanganqichede“laoren”,1998nianjinruzhanganqiche,zaishichangbu、gongguanbu、chanpincehuabu、jishuguihuayanjiusuodengduogebumendanrenyaozhi,keyishuoduichanpincehua、jishuyanfa、shichangyingxiaodengfangmiandoufeichanglejie。
tanbenhonghaicengjingdanrenguozhanganqichedexinwenfayanren,yincizaichengweiaweitadongshizhanghou,yeduociduiwaijieshoucaifang,weizijiachanpinzuoxuanchuan。aweitachenglijin3nian,2021nianshi,ju“cailianshe”baodao,tanbenhongjiubiaoshi,aweitajihuayu2024-2025nianshixianipo。
dan2023nianshi,tanbenhongyoubiaoshi,“aweitakejideipojianghuifangzai2025nianzuoyou,zaicizhiqianwomenhaiyouyixiexuyaokaolvhepinghengdeshiqing。”
buguodao2023nian12yue12ri,aweitakejituranxuanbu,tanbenhongbuzaidanrenaweitakejidongshizhangjianceo,zhanganqichedongshizhangzhuhuarongjiangchurenaweitadedongshizhang。
yeshizaitongyishiqi,aweitadeipochuanwenzaiqi。ju“lanjingcaijing”baodaocheng,zhanganqicheqixiaxinnengyuanpinpaiaweitakejizhengjihuayu2025nianfugangjiaosuoiposhangshi。buguo,duizheixieshichangchuanwen,aweitashizhongweizhengmianhuiying。
图源:深交所互动易
zhidao2024nian9yue21ri,zhanganqichezaishenjiaosuohudongyishanghuifugumin“aweitayouwushangshijihua”dewentishang,huiying“aweitakejijiangdulifazhan,dulijinxingshichanghuayunzuo,bingzhenghezhanlvehezuohuobanziyuan,youdulishangshijihua。”zheiyeshizhanganqicheshoucizhengmianhuiying。
yixilie“zaoshi”,yeweiaweitajiexialaidedongzuozuolepudian。2024nian10yue,zaiaweitazhongdiangongyingshanghuobangoutonghuishang,aweitazongcaichenzhuotoulubiaoshiaweitamuqianzhengjinxingclunrongzi,guimojiangdadao100yiyuan;gongsidetouhouguzhi,jiangcongblunde200yiyuanzhangzhichao300yiyuan。danduiyurongzifangdengxinxiweitoulu。
jinjiezhe11yue6ri,shanghailianjiaosuofabutuiwentuijieaweitadezengzixiangmu。aweitazaigonggaozhongbiaoshi,“wofangnishishiqiyezengzi,bingtongguoshanghailianjiaosuogongkaiyupiluzengzixinxihezuzhijiaoyihuodong,tongyishanghailianjiaosuotongguowangluo、baozhihuoqitafangshiduibenxiangmujinxingduiwaituijie。”aweitaxiangshichangxunqiuzijindejihuayijingshifenmingxian。
图源:上海联交所微信公号
yeshishanghailianjiaosuodezheiyituijie,rangaweitadeipojihuazaicizaitaiqianbeimingque。
zaizheibeihou,shiaweitamuqianrengchuyukuisunzhuangtai,qiekuisunbuduanjiaju。zhanganqicheliniancaibaoxianshi,2022nian、2023nianhe2024nianshangbannian,aweitafenbieshixianyingshou2834wanyuan、56.45yiyuan、61.52yiyuan,jingkuisunfenbiewei20.15yiyuan、36.93yiyuanhe13.95yiyuan,liangnianbanleijikuisun71.03yiyuan。jiezhi2024nianshangbannian,aweitadezichanfuzhailvgaoda94.46%。
chenzhuobiaoshi,“iposhijiejuerongzilaiyuandewenti,danwomenyexiangtongguoipo,tongguoshangshiruoganguanliyaoqiu,laiwanshanzhenggeqiyedezhilijiagou,rangtagengjiahegui,gengjiaguifan,zheishiwomenshouyaomude。”tahaitoulu,aweitalizhengzai2025niandisan、disijidushixianyingkuipingheng。
含着“金汤匙”出生,斥资115亿元投资华为子公司
youbieyuqitazaoche“xinshili”,aweitadeshenshipoweifuza。tadeqianshenshi2018nian8yuechenglidezhanganyulaixinnengyuanqichekejigongsi,gaigongsiyoulibindanrendongshizhang,zhanganheyulaishuangfanggechigu45%。
zaizhanganqichedangnianfabude“disancichuangxinchuangyejihua”zhong,zheijiagongsijianfuzheweizhanganfuhuagaoduanpinpaidezhongren,buguohouxuyinweihezuomeiyouduoshaojinzhan,2020nian8yue,zhanganqichefabugonggao,duizhanganyulaizengzi,chigubilidadaole95.38%,libinxierendongshizhang。9geyuehoude2021nian5yue20ri,zhanganyulaixinnengyuanqichegongsixuanbugengming,aweitadiyicichuxianzailerenmendeshiyeli。
根据官方公告,更名后的阿维塔科技将“完全市场化运作”,独立经营,独立发展,致力于与长安汽车、华为、宁德时代携手,共创全球领先、自主可控dezhinengdiandongwanglianqichepingtai(chn),dazaofengfudezhinengqichexiliechanpin。
zhangandongshizhangzhuhuarongzaiciciaweita12xinchefabuhuishangdejieshi,“chn”jiushizhangan、huawei、ningdeshidaipinpaishouzimudezuhe,daibiaozhesanfangdejingchenghezuo。
buguo,zheisanjiagongsiduiyuaweitadetourubingbuzaitongyishuiping。gongkaiziliaoxianshi,aweitakejizigengminghou,xianhoujinxingleduolunrongzi;dangqianzhanganqichechiyouaweitakeji40.99%guquan,zhanyoujueduidehuayuquan,ningdeshidaichiguwei14.1%,huaweizeshiyiguweiru。
图源:上海联交所官网
duiyuningdeshidailaishuo,7.696yiyuanruguaweita,zhishiqizaichanyelianshangxiayoubujuzhongbingbuqiyandeyibitouzi。yaozhidao,jiuzairuguaweitade2021nian,ningdeshidaicengyikouqitouzile6jiacheqi,hezuohuobanbaokuobeiqi、jili、nazha、sailisiheaichiqiche。
touzicheqi,ningdeshidaidemudeyehenmingque,jiushijiangdonglidianchidegongyingyuzhizhijiebangding,ertamennenggouweicheqitigongde,chulezijinwai,yezhishianxudingzhidedianchi,jiuxiangaweita12shangde“shuangnengliangjingshixiachendianchi”。
yiguweitoudehuawei,zefuzejiaweitazhuru“linghun”,tigongbaokuohongmengzuocang、gaojiezhinengjiashixitongzaineideyixilieruanyingjianzhichi。xiangfan,aweitarugulehuaweizigongsi——shenzhenyinwangzhinengjishuyouxiangongsi。
2024nian8yue19ri,zhanganqichefabugonggao,zigongsiaweitakejijiangchizi115yiyuangoumaihuaweiyinwang10%guquan;8yue20ri,aweitaguanxuantouzihuaweiyinwangxieyiqianyuewancheng,chengweihuaweiyinwangdierdagudong;10yue16ri,aweitayitongguoziyouzijinxianghuaweiwanchenglediyibi23yiyuandezhifu。
图源:公告
chucizhiwai,sheji、shengchan、xiaoshou、shouhoudengdengquanlianludegongzuo,douyouzhanganlingxianwancheng,yongzhuhuarongdehuashuo,“zhiyaoaweitaxuyao,zhanganqicheyidingquanlizhichi,yaoqianjiqian、yaorenjiren、yaojishujijishu。”
sanweidingliudejiachixia,aweitashoukuanchexingshunlituichu。gongkaishujuxianshi,aweitaqixiadeshoukuanchexingaweita11zi2022nian8yue8rizhengshishangshi,fashoujiawei30.08wanyuanzhi39.08wanyuan 。
danzhidao2023nian2yue,aweita11deleijijiaofuliangcaitupo2000tai。aweitajiziji2023niandemubiaoxiaoliangdingwei10wanliang,danshijizhiwanchengle2.7wanliang。
2023nian11yue,aweitakejixuanbuqiweilaizhinenghaohuajiaoche——aweita12shuangdonglizhengshishangshi。xinchetigongchundianhezengchengliangzhongdonglixuanze,gongliukuanchexing,guanfangshoujiacong26.99wanyuanqi,qizhonghuangjiajuyuanbanshoujiawei42.99wanyuan。
aweita12deshangxian,rangaweitakeji“songlekouqi”。genjuguanfanggongbudeshuju,aweita1236xiaoshidading6700tai,72xiaoshidading11128tai,6tiandading1.5wantai。
buguo,2024nianaweitayirandiaozhenglezijideyuqi,jiang2024niandenianduxiaoliangmubiaojiangwei8.4wanliang。
2024nian9yue,aweita07shangshi,shuyuzhongxingsuv,gaicheshiaweitadeshoukuanchundianzengchengshuangdonglichexing,shoujia21.99wanyuan—28.99wanyuan。shangshi17tian,dadingchaoguo2.5wantai。
2024nianqian10geyue,aweitagongjijiaofule5.1wanliang,wanchenglexiaoliangmubiaode60%。
四冲高端,朱华荣能否圆“高端梦”?
aweitabujinshizhanganchongjigaoduandexiwang,yeshizhuhuarongduizijide“jiaodai”;haiyoujinianjiuyaotuixiudeta,zhijinhaimeijizhanganqicheliuxiayigezhenzhengdegaoduanpinpai。
zaiaweitazhiqian,zhanganqichesancichangshichongjigaoduanchexing。
2009nian,zhanganqichefaqidiyici“pinpaixiangshang”,zhongxindajianchuleyitaopinpaigoujia,bingfabulequanxindepinpailogo——vbiao。2012nian,zhangantuichudezhongjicheyidongxiaoliangbucuo,bannianxiaoliangjiudadao3wan;yushizhanganzaicijichushangtuichuleshoukuanshoujiachaoguo20wandexinche——ruicheng。
2015nian,shirenzhanganqichezongcaidezhuhuarongbiaoshi:“zhanganqichekaolvguozaitouruyigezhonggaoduanpinpai,danshijingguoshichangyanjiu,zhanganrenweizishendeshilihuozhejinglihaibugou,erqiehuizaochengzhangandejingyingzhiliangdafuduxiahua,suoyijuedingtingdiaozheigexiangmu。”
2017nianzhangantuichulecs95,zheikuanqizuosuvzaishangshishishichangkoubei、xiaoliangdoufeichangliangyan,gengyidubeiyeneirenshichengzhiweizuiyouwangqudaihanlandadiweidechexing。danzheigepinpaixiaoliangbingmeiyouchixuzhanghong,youxieyuefenshenzhimeiyoupobaiwan。
zaics95zhihou,zhanganyougujizhongshi——xianzuozhonggaoduanxilieranhouzaizaicijichushangzuogaoduan,yu2020niantuichuunixiliechexing。qizhong,uni-tdezaoxingsheji、caiyongdedonglixitonghekejigongneng,junbiguoquzhanganqichedeqitaxiliechanpingenggao。
zhanganuni-tdexiaoliangzaiguoquyinianzhongzhengtichengxianxiajiangqushi。2024nian1-9yue,zhanganuni-tdeleijixiaoliangwei6546liang,tongbixiajiang77.86%。zaisuvshichangzhong,zhanganuni-tdepaimingyejiaoweikaohou,zhongguochengyongchelianxihuishujuxianshi,paimingdi174wei 。
zaisuanshangaweita,zheiyijingshizhuhuarongrenneidi4cichongjigaoduanle。danshi,liujiaweitadeshijianyebuduole。zhuhuarongyuji,2024nianmataixiaoyinghuiyufamingxian,top10cheqijiangzhanju85%xinnengyuanfene,80%pinpaijianghuiguanting。
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