一、从"制造"到"智造"：奇瑞构建第二增长曲线 奇瑞在机器人领域的布局，绝非跟风之举，而是基于对产业趋势深刻洞察的长期主义实践。 作为被公认的下一个10万亿规模黄金赛道， 人形机器人及智能服务机器人 领域已成为全球科技企业与车企竞逐的新战场。然而，当前多数企业的产品仍停留在验 证定型阶段，量产交付成为横亘于前的巨大挑战。 在这一背景下，以"技术立企"为DNA的中国车企 奇瑞汽车（09973.HK） ，已悄然完成赛道卡位：2025年4月，首批220台墨甲人形机器人"墨茵"（Mornine）成功 量产下线并全球交付，奇瑞由此成为全球首个实现机器人量产交付的车企；同年12月9日，其机器狗Argos累计交付量突破1000台，标志着Argos规模化应用进入新 阶段。这一突破性进展，不仅标志着奇瑞在主业之外成功点燃了第二增长引擎，更揭开了由技术厚度、制造效率与全球化布局共同驱动的产业革新序幕。 量产突破迅速转化为实际应用能力。在近日举行的2025亚洲青年残运会上，奇瑞墨甲的机器人组合以"值得信赖的人类智能助手"身份，完成了国际舞台的系统性亮 相。人形机器人"墨茵"（Mornine）在开幕式上以多国语言流畅主持，并在颁奖环 ...

Core Insights - Tesla's founder Elon Musk announced that the Optimus V3 humanoid robot is expected to enter mass production, while domestic manufacturers are accelerating their own humanoid robot developments [1] - Chery's Moja Robot is set to publicly launch its products in October 2023, targeting both dealers and individual consumers [1][2] Company Developments - Moja Robot, established in January 2023 with a registered capital of 100 million yuan, is fully owned by Chery and focuses on the sales and development of intelligent and industrial robots [2] - The Moja humanoid robot "Mo Yin" was first showcased at Chery's intelligent strategy launch in March 2023 and has since demonstrated its capabilities in various settings, including a global delivery of 220 units to overseas dealers [2][3] - Chery's Moja Robot aims to expand its application from 4S dealership scenarios to public services and eventually to home services [2] Product Specifications - The Moja Robot stands 167 cm tall, weighs 65 kg, has 41 degrees of freedom, and can walk at a maximum speed of 1 m/s with a battery capacity of 0.7 kWh, providing a 2-hour operational time [3] Industry Trends - Over 20 domestic and international automakers, including Xiaomi, SAIC, and BYD, are reportedly advancing into the humanoid robot sector, indicating a growing trend in the automotive industry [4] - The integration of automotive manufacturing expertise into humanoid robotics is expected to enhance production efficiency and product quality, leveraging shared technologies such as sensors and AI [4]