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长安汽车(000625) - 2024年11月21日投资者关系活动记录表

New Energy Vehicle Performance - In October 2024, Changan Auto's independent new energy vehicle sales reached 85,000 units, a year-on-year increase of 48.6% [1] - Cumulative new energy vehicle sales from January to October 2024 were 533,000 units, a year-on-year increase of 46.4% [1] - Avita 07 has become the main product of Avita, with cumulative deliveries exceeding 12,000 units [1] - Avita 12 received over 10,000 orders within 12 days of its launch [1] - Shenlan Auto achieved sales of 28,730 units in October 2024, with total orders reaching 36,277 units [1] - Shenlan S05 became a hit upon launch, with first-month orders reaching 21,730 units [2] - Changan Qiyuan sold 18,050 units in October 2024, with cumulative sales exceeding 150,000 units in its first year [2] Strategic Plans for Changan Kaicheng - Changan Kaicheng plans to start delivering unmanned delivery vehicles by 2026 [2] - By 2027, Changan Kaicheng aims to explore unmanned logistics products for warehouse-to-warehouse transportation and establish an unmanned logistics platform [2] - Changan Auto is conducting forward-looking research on emerging industries such as flying cars and humanoid robots, which will support Changan Kaicheng's transformation into a digital and intelligent new energy commercial vehicle brand [2] Solid-State Battery Technology - On November 7, 2024, Changan Auto and Tailan New Energy jointly released a separator-free solid-state lithium battery technology [2] - This technology is a key step for Changan's "Golden Bell Cover" battery towards the solid-state battery era [3] - Changan Auto plans to achieve full solid-state battery vehicle verification by 2027 and mass production by 2030 [3] Advanced Autonomous Driving Technology - Changan Auto has developed Changan Zhijia, an interactive autonomous driving technology that embodies intelligent interaction with the physical world [3] - Over the past year, Changan Auto has conducted over 10,000 road tests on Chongqing's complex 8D overpasses [3] - The company has built an engineering team of over 1,000 people and completed over 100 training iterations in the cloud [3] - Changan Zhijia has achieved seven full-capability certificates in the Super AI Challenge and is among the first batch of L3 pilot enterprises [3] - The SDA Tianzhu architecture, with a time synchronization accuracy of less than 0.001 milliseconds, is one of the most advanced intelligent vehicle system architectures globally [4] - The Tianzhu model integrates multi-modal large language models, enabling continuous learning and evolution of the autonomous driving system [4] - Changan Auto plans to equip all future high-end autonomous driving vehicles with over 500 TOPS of computing power and aims to become an industry leader by 2027 [4]