“不客气”!奇瑞,大爆发
中国基金报·2025-12-05 04:14

Core Viewpoint - Chery Group has achieved significant growth in automotive sales, particularly in the new energy vehicle (NEV) sector, with a commitment to long-term strategies in innovation and globalization [2][5][12]. Sales Performance - In the first eleven months of 2025, Chery Group's total vehicle sales increased by 11.1% year-on-year to 2.562 million units, with exports rising by 14.7% to approximately 1.2 million units and NEV sales surging by 69.4% to 815,000 units [2][12]. - In November 2025 alone, NEV sales reached 117,000 units, marking a 50.1% year-on-year increase and achieving a historic high [12]. Globalization Strategy - Chery Group has maintained its position as the leading Chinese automotive exporter, with exports in November 2025 growing by 30.3% to 137,000 units, achieving over 100,000 units in monthly exports for seven consecutive months [6][10]. - The company is transitioning from "product export" to "brand export" through a global strategy that emphasizes local integration [6][10]. Product Development and Innovation - Chery Group has launched several new NEV models, including the Starway ET5 and Wind Cloud A9L, contributing to the formation of a strong product matrix [12][14]. - The company has received multiple international safety ratings, with 55 models achieving a global five-star safety rating, enhancing its credibility in high-standard markets [9][10]. Intelligent Technology and Ecosystem - Chery Group is advancing in intelligent technology, with significant breakthroughs in smart driving, AI models, and intelligent cabins, recognized by awards such as the "World's Top Ten Smart Cars" for the Starway ET5 [15][18]. - The company is also expanding into the robotics sector, with its humanoid robot "Mo Yin" achieving global delivery, aiming for sales of over 40,000 units by 2030 [18]. User-Centric Ecosystem - Chery Group is focusing on creating a "people-car-home" ecosystem, enhancing user engagement through co-creation initiatives that involve over 500,000 users in product development [23][24]. - The company aims to deepen its value proposition by providing comprehensive ecological services throughout the user journey, transitioning users from participants to co-creators [25].