独家｜起底追觅造车的底牌、暗礁与野心

Core Viewpoint - The core strategy of Chasing Technology is focused on the automotive sector, with significant attention from CEO Yu Hao, who has been monitoring the car manufacturing business closely since its inception in 2013. The company aims to achieve a sales target of over 100 billion yuan to compete with its rival, Roborock Technology [3][6]. Group 1: Company Strategy and Market Position - Chasing Technology has been preparing to enter the automotive market since 2013, but officially announced its entry in August 2025, coinciding with a highly competitive market environment [3][6]. - The company plans to adopt a light-asset operation model, outsourcing vehicle manufacturing to established manufacturers while focusing on product definition and differentiation [12][13]. - Chasing Technology aims to leverage its existing sales channels from its home appliance business to market its vehicles, utilizing a network of agents rather than direct sales [14][27]. Group 2: Product Development and Launch Plans - The company has developed two prototype vehicles based on the Ideal L9 chassis, with plans to unveil a luxury SUV and a high-end electric supercar at the CES 2026 [8][9]. - Chasing Technology has established six teams focused on different vehicle types, including SUVs and sedans, to explore various market segments simultaneously [20][22]. - The company has secured over 15 billion yuan in orders during its first strategic partner conference, indicating strong initial market interest [8]. Group 3: Financial and Operational Developments - Chasing Technology has acquired management rights to three domestic car factories and is in discussions with state-owned enterprises for financial support, indicating a strategic approach to funding and production [28][30]. - The company has signed agreements with two leading domestic insurance companies to cover global after-sales risks, enhancing its operational security for overseas markets [30]. - Current profit margins for Chasing Technology are reported at around 70% gross margin and 20%-30% net margin, providing a financial cushion for its automotive ventures [27].