一年交付超1000只!这家车企在机器人赛道“闷声干大事”
证券时报·2025-12-15 05:27

Core Viewpoint - Chery Automobile is transitioning from a traditional car manufacturer to a global high-tech ecological group by integrating robotics into its core strategy, marking a significant shift in its business model [3][7]. Group 1: Strategic Development - Chery has established a dedicated robotics company, Anhui Mokejia Intelligent Robotics Technology Co., Ltd., with a registered capital of 100 million yuan, indicating a serious commitment to the robotics sector [5]. - The company aims to achieve sales of over 40,000 robots and 90,000 robotic dogs by 2030, demonstrating its ambition for significant market penetration [6]. - Chery's strategy is to create a "dual intelligent terminal" ecosystem that combines automotive and robotic technologies, leveraging its existing expertise in mechanical engineering and AI [4][5]. Group 2: Technological Integration - The Mokejia robots benefit from Chery's 20 years of automotive manufacturing experience, creating a unique competitive advantage through shared technology and quality control systems [10]. - Chery's robots are designed to integrate seamlessly with its automotive products, aiming to establish a collaborative ecosystem between cars and robots [10][11]. - The technology used in Mokejia robots shares over 80% commonality with automotive technologies, facilitating rapid development and deployment [10]. Group 3: Market Penetration and Applications - The initial focus for Mokejia robots is on B2B applications, starting with automotive 4S stores and expanding into retail and public service sectors, eventually targeting the consumer market [12]. - The robotic dog Argos has been successfully deployed in various sectors, including manufacturing and community security, showcasing its practical applications and effectiveness [12]. - The delivery of the 1,000th Argos robot marks a significant milestone, indicating the establishment of a commercial closed-loop system for production and usage [12][14]. Group 4: Global Vision - Chery aims to position itself as a leader in the global robotics market, paralleling its success in the automotive industry, with a vision to make Chinese robots globally recognized [7][11]. - The company has already achieved EU safety certification for its robots, allowing it to enter international markets, including over 30 countries [11]. - Chery's approach to robotics is not merely a diversification strategy but a natural extension of its core technological capabilities, aiming to provide affordable and reliable smart products [14].

一年交付超1000只!这家车企在机器人赛道“闷声干大事” - Reportify