Core Viewpoint - Chery's new model, the Fengyun A9L, has been launched globally and has quickly gained traction in the domestic mid-to-large sedan market, with 50,287 pre-orders within 24 hours, positioning it as a new contender in the segment [1] Group 1: Partnership with Guoxuan High-Tech - Guoxuan High-Tech provides a hybrid battery system for the Fengyun A9L, showcasing superior performance with a pure electric range of 260 km and a combined range exceeding 2500 km [3] - The battery system features innovative safety measures, including a thermal runaway prevention system and a robust aluminum alloy casing, enhancing the vehicle's crash resistance and safety [4] - Guoxuan High-Tech has a long-standing partnership with Chery, with significant milestones including the delivery of over 130,000 battery systems in 2022, marking a growth of over 220% year-on-year [5] Group 2: Market Trends in New Energy Vehicles - The demand for plug-in hybrid and range-extended vehicles is increasing, with these models accounting for 41.5% of the new energy vehicle market, reflecting a shift in consumer preferences [8] - Guoxuan High-Tech ranks sixth among domestic manufacturers in terms of installed capacity for plug-in hybrid vehicles, indicating a growing presence in this segment [10] Group 3: Strategic Collaboration and Innovation - The collaboration between Guoxuan High-Tech and Chery has evolved from simple supply agreements to a more integrated partnership focused on joint research and development, sharing technology and resources [12] - Guoxuan High-Tech has invested in Chery, acquiring a 2.77% stake, which strengthens their strategic alliance and aligns their interests in the evolving market [13] - Both companies are working on advanced battery technologies, including high-performance battery solutions aimed at achieving a range of 1500 km [13] Group 4: Global Production and Supply Chain Strategy - The partnership aims to establish a global production network, with localized battery production in Argentina to mitigate tariff risks and enhance supply chain resilience [14] - Guoxuan High-Tech plans to achieve a production capacity of 300 GWh by 2025, with one-third of this capacity allocated for overseas markets, supporting Chery's expansion into developed markets [14]

Group 1 - The global automotive industry is undergoing rapid transformation, with increasing complexities in international trade relations impacting the automotive supply chain [2][3] - China's new energy vehicle (NEV) industry is rising, establishing a comprehensive supply chain system, with exports of complete vehicles reaching 2.49 million units from January to May, a year-on-year increase of 7.9%, and NEV exports at 855,000 units, up 64.6% [3][4] - The traditional global cooperation model faces challenges, necessitating a reconstruction of cooperation logic and pathways to deepen links between Chinese automakers and the global market [4][5] Group 2 - Companies like Xiaopeng Motors are exploring various market models in Europe, achieving full market coverage while engaging in cross-border marketing to enhance brand recognition [4][5] - Lantu Motors plans to cover mainstream NEV markets by 2026 and enter 60 countries by 2030, integrating local service resources and financial supply chains for mutual benefits [5][6] - The battery supply chain is crucial for the collaborative development of the industry, with companies like Guoxuan High-Tech establishing a vertically integrated supply chain from raw material mining to battery recycling [6][7] Group 3 - The supply chain for NEVs requires collaboration among hardware manufacturers, energy service providers, and data service providers, moving from cost-driven to ecosystem-driven models [6][7] - Understanding local markets, regulations, and cultural nuances is essential for Chinese companies entering European markets, particularly in establishing charging infrastructure [7][8] - The automotive industry is transitioning from merely exporting products to providing comprehensive services, necessitating a robust out-of-country operational framework [8][9] Group 4 - A global compliance management platform is recommended for Chinese automakers to ensure alignment with local laws and regulations while expanding internationally [9][10] - The shift from "electrification export" to "intelligent export" is enhancing the international competitiveness of Chinese automotive companies [9][10] - As the global NEV ownership increases, companies are advised to extend their value from R&D and production to service and support in overseas markets [10]