继吉利后，奇瑞也将与雷诺“牵手”在南美生产汽车？ 雷诺中国：确有沟通

Core Viewpoint - Chery Automobile is in talks with Renault to establish a manufacturing and sales partnership in South America, focusing on Colombia and Argentina, which could enhance both companies' market presence in the region [2][3]. Group 1: Partnership Details - Chery plans to utilize Renault's factory facilities in Colombia for producing fuel vehicles, with most vehicles branded as Renault and a smaller portion retaining the Chery brand [2][3]. - In Argentina, Chery is considering investing in a hybrid pickup production line at Renault's Córdoba factory, with Renault managing the distribution [2][3]. - The collaboration aims for Chery to provide products and technology while Renault offers factory space and sales channels, allowing Chery to operate with a light asset model [3][4]. Group 2: Market Context - The domestic automotive market in China is experiencing slower growth, prompting Chinese automakers to accelerate their global expansion, particularly in South America, which has significant market potential and a gap in the electric vehicle sector [2][3]. - Chery has been a leader in export sales among Chinese automakers, with overseas sales projected to reach 1.145 million units in 2024, a 21.4% increase year-on-year [3][5]. Group 3: Competitive Landscape - Renault is a key player in the South American market, with established factories in Colombia and Argentina, which could facilitate Chery's entry into these markets [3][4]. - The partnership is expected to enhance Renault's product line and reduce costs, helping it to compete more effectively in the rapidly growing South American electric vehicle market [4][5]. Group 4: Financial Performance - Chery's sales from January to August reached 1.727 million vehicles, a year-on-year increase of over 14%, with exports accounting for 798,800 units, up 10.8% [5]. - Chery's recent IPO on the Hong Kong Stock Exchange raised HKD 9.14 billion, marking it as the largest IPO for an automotive company in the Hong Kong market this year, which may further boost its interest in collaborating with Renault [5].