CHANGAN AUTOMOBILE-B(SZ:000625) Ge Long Hui·2025-12-11 15:48Core Viewpoint - Changan Automobile is strategically positioning itself in the robotics sector with a "1+N+X" framework to develop intelligent automotive robotics technology and business [1] Group 1: Strategic Layout - The "1" in the strategy refers to humanoid robots as the main focus, with product forms including full-size (for manufacturing), medium-size (for retail), and small-size (for home) to cover multiple application scenarios [1] - The "N" encompasses various business forms such as vehicle-mounted component robots, smart mobility ecosystem robots, and special service robots [1] - The "X" indicates the company's intention to leverage its position as a chain leader to integrate the upstream and downstream of the robotics industry, covering components, software services, infrastructure construction, and operators [1] Group 2: Key Technologies - The "brain" of the robots relies on Changan's accumulated intelligent driving technology, collaborating with leading tech companies to build powerful computing facilities and develop large models [1] - The "small brain" collaborates with leading and small-to-medium enterprises to integrate core technologies for autonomous control [1] Group 3: Product Development - The focus is on humanoid robot technology research and high-end applications, which will drive and empower other smart mobility and automotive robots [1] - The company plans to adopt a phased approach (short-term, mid-term, long-term) based on factory, retail, home, and special application scenarios to create a comprehensive commercial and technological integration, developing multiple intelligent robot products [1]