Core Insights - Chery Group has reported a significant increase in overseas sales, exporting approximately 1.1996 million vehicles in the first 11 months of 2025, marking a year-on-year growth of 14.7% [1][2] - The company has established a strong presence in the global market, covering over 120 countries and regions, and has been recognized as the leading exporter of automobiles in China [1][2] - Chery Group is committed to sustainable development, implementing a multi-level governance structure and actively pursuing carbon neutrality goals [1] Sales Performance - In November 2025, Chery Group sold 272,500 vehicles, with exports accounting for 136,700 units, reflecting a year-on-year increase of 30.3% [2] - Cumulatively, from January to November 2025, the company sold 2.5615 million vehicles, achieving an 11.1% year-on-year growth [2] - The total number of global users has surpassed 18.28 million, with over 5.7 million users located overseas [2] Product Development - Chery Group has launched several new models, including the fifth-generation Tiggo 8 and various electric and hybrid vehicles, enhancing its product lineup to cater to diverse market needs [3] - The company showcased 34 key models across five brands at the 2025 Guangzhou Auto Show, covering mainstream segments such as sedans, SUVs, and off-road vehicles [3] Brand Strategy - Chery Group's globalization strategy has evolved from merely exporting products to a more integrated approach involving brand collaboration and ecosystem development [4] - The company has established a diverse brand matrix, including OMODA, JAECOO, EXEED, CHERY, JETOUR, iCAUR, and LEPAS, to cover various market segments from mass to premium [4] - The launch of the luxury hybrid off-road vehicle, Zongheng G700, in Dubai has received high praise from international media, enhancing the brand's image and value [4] Research and Development - Chery Group has implemented a global R&D system, ensuring products meet stringent local standards and diverse market demands [5] - The company has achieved significant milestones in vehicle reliability, with the Jietu T1 successfully completing the Pan-American Highway challenge [5] - Chery's EXEED brand has received a five-star safety rating from Euro NCAP, with a total of 56 models achieving various five-star safety certifications, leading among Chinese automakers [5] Robotics Development - Chery Group has made notable advancements in the field of intelligent robotics, with its Chery Mocha robots entering over 30 countries [6][7] - The first humanoid robot, Mornine, has received multiple EU certifications, marking a significant achievement in the robotics sector [6] - The company plans to expand its robotics sales strategy from automotive 4S stores to broader public service sectors, aiming for substantial sales growth by 2030 [7]

Core Insights - Chery Automobile is transitioning into a global high-tech ecological group by integrating robotics into its core strategy, marking a significant shift from traditional automotive manufacturing to advanced technology [3][5][11] 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 [4] - The company aims to achieve sales of over 40,000 robots and 90,000 robotic dogs by 2030, highlighting its ambition to surpass the automotive market in scale [4] - Chery's chairman emphasized the vision of making Chinese robots globally recognized, which aligns with the company's long-term strategy of expanding its international presence [5] Group 2: Technological Integration - The Mokejia robots leverage over 80% of the technology shared with Chery's automotive manufacturing, creating a unique competitive advantage [7] - Chery's advancements in autonomous driving and AI technologies are being integrated into the robotics sector, facilitating a rapid transition from L2 to L3 capabilities [8] - The company has established standardized production lines for robots, with an annual capacity of 15,000 robotic dogs, ensuring efficient mass production [8] Group 3: Market Penetration and Applications - The deployment strategy for Mokejia robots follows a clear three-step approach, starting with automotive 4S stores and expanding into retail and public service sectors [9] - The robotic dog Argos, with capabilities such as navigating complex terrains and providing real-time surveillance, is already being utilized in various sectors, including manufacturing and community safety [9][10] - The delivery of the 1,000th robotic dog marks a significant milestone, indicating the establishment of a commercial closed-loop system for production and application [10] Group 4: Future Outlook - Chery plans to introduce specialized versions of its robots, such as a lightweight family model and a professional inspection model, to further penetrate the market [10] - The company is collaborating with local governments to create innovation centers focused on the integration of robotics and automotive technologies, reinforcing its technological leadership [8]

Core Viewpoint - Chery's rapid advancement in the embodied intelligence and robotics sector is highlighted by the delivery of its 1000th robot dog, Argos, within a year of launching its robotics business, showcasing a comprehensive strategic development blueprint that includes core strategies, technological capabilities, and global expansion [2][4]. Group 1: Strategic Intent - Chery's entry into the robotics field is driven by a vision to explore new growth avenues beyond automotive, positioning robotics as a core growth engine for the future [4][5]. - The company views robots as a larger market than automobiles, aiming to integrate core technologies such as intelligent perception and AI models to create a dual intelligent terminal ecosystem of "automobiles + robots" [5][6]. Group 2: Global Vision and Design - Chery's robotics initiative is led by its international business head, reflecting a unique global perspective that enhances its competitive advantage [7][9]. - The company has achieved EU certification for its robots, establishing a foundation for rapid global business development and demonstrating product reliability and safety [9][10]. Group 3: Technological Integration - Chery's robotics leverage its automotive expertise, sharing technological advantages in areas like intelligent driving and AI, achieving a significant leap in capabilities from L2 to L3 [10][11]. - The company is collaborating with local governments to establish a "vehicle-machine collaborative innovation center," aiming to create a leading global "robot-automobile collaborative system" [11][12]. Group 4: Market Deployment and Expansion - Chery's robots are designed for practical applications, with a clear three-step expansion plan focusing on automotive retail, public services, and eventually household applications [12][15]. - The company has successfully deployed its robots in over 30 countries, with the goal of selling over 40,000 robots and 90,000 robot dogs by 2030, aiming for a significant scale breakthrough [15][16].