Avatr has taken a new step forward.

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Avatr finally has a model that can be counted for scale. In recent years, the Chinese new energy vehicle industry has seen a significant change: the focus of competition is shifting from a single car to the systematic capabilities of an entire company.

In the early days, the competition was about range, computing power, and configuration; later, it escalated to price, intelligent driving, and supply chain. Now, with elimination rounds underway, more companies are realizing that a single best-selling model can bring traffic, but may not sustain a company’s long-term growth.

According to industry insiders, what truly determines whether a company can remain at the table is its ability to continually create best-selling models, continually manufacture high-quality products, and replicate this capability in the global market.

On July 8, the 100,000th Avatr 07 rolled off the assembly line. At the same time, Nobel Prize winner and graphene discoverer Professor Konstantin Novoselov collected his car in Singapore, becoming the 100,000th owner of the Avatr 07.

For Avatr, these 100,000 vehicles are a milestone. As a brand built on the resources of Changan, Huawei, and CATL, Avatr has had high expectations placed upon it from birth—but such expectations also mean greater pressure.

Over the past two years, China’s new energy market has undergone the fiercest price war ever, and the high-end market was no exception. Consumers are more rational, the brand premium of new brands is constantly challenged, and the focus of the capital market has shifted from technical stories to sales volume, profitability, and operational efficiency. For Avatr, it needs to prove not only that it can make a good car, but also that it can truly sell a product at scale.

Avatr 07 has taken on this role. Achieving 100,000 units in less than two years since launch has made it the brand’s most stable sales pillar so far. It also means Avatr has finally found the core product to support its path towards scaling up. Compared to monthly sales volume, 100,000 units means the product has passed the early adopter phase and is entering a wider mainstream market; it also proves that Avatr has claimed a spot in the highly competitive 200,000–300,000 RMB price segment.

Today, the logic of competition in the Chinese auto market has changed.

Automotive channel insiders told Wallstreetcn that nowadays consumers rarely buy a car just for one parameter. When intelligent driving, high voltage platforms, and big batteries become industry standards, what ultimately decides users’ choices are capabilities not easily showcased at product launches: whether the product definition is accurate, quality is stable, supply chain is reliable, and whether the brand can consistently deliver its promises.

This is also why more and more car companies are emphasizing their manufacturing systems.

Avatr 07 was produced in Chongqing Avatr Intelligent Factory, reflecting that the competitive approach in China’s automotive manufacturing is changing. In the past, it was about manufacturing cost; now it’s about manufacturing capability. Previously, companies learned from global experience; now, they are starting to export Chinese manufacturing paradigms.

This change is also visible in Chinese car exports.

According to Avatr, the brand has entered 43 countries and regions, established 95 distribution outlets, the average overseas price exceeds 300,000 RMB, overseas revenue in 2025 will increase more than fivefold year-on-year, and sales abroad in the first five months of this year continue to grow.

Chinese brands are attempting to break free from the low-price strategy to open new markets, shifting toward using brand, product, and intelligence to enter higher-level global competition.

For the whole industry, this is also a harder challenge for the next stage. As domestic market growth slows, global capabilities become new variables determining a company’s upper limit, and high-value overseas expansion is more challenging than simply exporting more vehicles.

For Avatr, sales remain one of the most important tasks for the coming years. How to expand market scale while maintaining brand positioning will determine whether it can truly join the ranks of global high-end smart EV brands.

As the 100,000th Avatr 07 rolled off the line, Avatr 07L will launch pre-sale in July, forming a dual model lineup with the current 07. Avatr aims to upgrade a successful product into a product series that can continually contribute to sales.

For a car company still in the growth stage, a blockbuster model can solve immediate challenges, but a mature product system determines the future. The 100,000th unit validates not only the marketability of the Avatr 07, but also that Avatr has achieved scale and systematic capability ahead of fiercer competition.

Capital markets also view it with this logic. Currently, Avatr is preparing for the next phase of capital actions, and in the new energy industry, IPOs are about much more than technical stories.

Investors care about three things: whether the brand has stable sales, high-end brand capability, and global growth trajectory. The 100,000 Avatr 07 units correspond to the first two metrics: it proves Avatr is no longer reliant on shareholder resources or conceptual expectations, but has a market-validated core product; it also shows its high-end positioning has certain consumer willingness to pay.

For a new energy car company preparing to enter capital markets, Avatr is continuing to move up to the next level.

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