继吉利后，奇瑞或将与雷诺“牵手”在南美生产汽车

Core Viewpoint - Chery Automobile is in talks with Renault to establish manufacturing and sales cooperation in South America, focusing on Colombia and Argentina, to expand their business in the region [1][2] Group 1: Partnership Details - Chery plans to utilize Renault's factory in Envigado, Colombia, to produce fuel vehicles, with most vehicles branded as Renault and a few under Chery's brand [1] - In Argentina, Chery is considering investing in a hybrid pickup production line at Renault's Córdoba factory, with Renault handling distribution [1][3] - The partnership aims for Chery to provide products and technology while Renault offers factory facilities and sales channels [1] Group 2: Market Context - The domestic automotive market in China is slowing down, prompting Chinese automakers to accelerate their globalization efforts, with South America being a key target due to its market potential and lack of electric vehicle presence [1][2] - Chery's overseas sales reached 1.145 million units in 2024, a 21.4% increase year-on-year, making it the top exporter among Chinese brands [2] Group 3: Competitive Landscape - Renault is a significant player in the South American market, with established factories in Colombia and Argentina, including a production capacity of approximately 100,000 vehicles per year in Colombia [2][4] - Chery's sales in Latin America grew by 42% last year, primarily in Mexico and Chile, indicating potential for further market penetration through the new partnership [2] Group 4: Strategic Implications - Collaborating with Renault allows Chery to operate with a light asset model, reducing the time and cost of entering the South American market [2] - Renault's partnership with Chery is expected to enhance its product line and reduce costs, aiding its transition to electric vehicles in a rapidly growing market [3][4]