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2026年10月20日,奇瑞全球创新大会上,董事长尹同跃再次把公司称作一家“披着车企马甲”的高科技创新公司。会场展出的东西确实不像传统车企的展台:能够载人飞行的eVTOL,在农田里自主作业的电动拖拉机,走进家庭和医院的人形机器人,还有能从空气中取水的太阳能汽车。这次大会上,奇瑞正式公布了“瑶光2035”战略,目标是从传统汽车制造商进化为以AI驱动的全球智能科技公司。
On October 20, 2026, at the Chery Global Innovation Conference, chairman Yin Tongyue again described the company as a high-tech innovation firm wearing a carmaker's disguise. The exhibits did not look like those of a traditional automaker: an eVTOL capable of carrying people through the air, an electric tractor working autonomously in fields, humanoid robots entering homes and hospitals, and a solar-powered car that can extract water from the air. At the conference, Chery officially unveiled its "Yaoguang 2035" strategy, which aims to evolve from a traditional carmaker into a global smart technology company driven by AI.
这一战略的核心是一个名为CheryMind的模型。奇瑞把它定位为面向物理AI的垂类基础大模型。与通用大语言模型主要通过互联网文本学习不同,它要理解车辆动力学、机械结构和现实世界中的意外情况,因此训练数据来自真实物理环境:700TB企业知识、200PB工程数据、2500万段教练级驾驶数据和500万段机器人动作捕捉数据。在奇瑞内部,它已连接超过400个企业系统,覆盖从CAD设计、质量管理到生产制造的超过200个业务场景,每日使用员工超过6万人次。从这个中心模型,奇瑞再衍生出智能座舱、辅助驾驶、飞行控制、机器人和农业机械等垂类模型。
The core of this strategy is a model called CheryMind. Chery positions it as a vertical foundation model for physical AI. Unlike general-purpose large language models, which mainly learn from internet text, it must understand vehicle dynamics, mechanical structures and unexpected situations in the real world, so its training data comes from physical environments: 700TB of enterprise knowledge, 200PB of engineering data, 25 million segments of coach-level driving data and 5 million segments of robot motion-capture data. Internally, it is already connected to more than 400 enterprise systems, covering more than 200 business scenarios from CAD design and quality management to manufacturing, and is used by more than 60,000 employees per day. From this central model, Chery is deriving vertical models for smart cockpits, driver assistance, flight control, robots and agricultural machinery.
在智能驾驶领域,这条路线体现在全维世界引擎CHERY AWE上,它包含场景理解、语义推理和行为决策三个模型。其中,构境模型已构建超过70万个场景,包括30万个高危场景和2万个极限场景,用来训练系统应对现实中少见却后果严重的情况。奇瑞据此发布了面向全球市场的原生前装Robotaxi(无人驾驶出租车),并提出2030年实现全球10万辆运营规模的目标。原生前装的意思是,从整车设计阶段就考虑无人驾驶的需求。奇瑞也承认,从展示走向规模化运营,仍要跨过法规、安全、成本和运营效率等门槛。
In intelligent driving, this approach is reflected in the CHERY AWE all-dimensional world engine, which includes three models for scene understanding, semantic reasoning and behavioral decision-making. Among them, the scene-building model has created more than 700,000 scenarios, including 300,000 high-risk scenarios and 20,000 extreme scenarios, used to train systems to handle rare real-world situations with serious consequences. On this basis, Chery has launched a native factory-fitted Robotaxi (driverless taxi) for global markets and set a target of 100,000 vehicles in operation worldwide by 2030. "Native factory-fitted" means that autonomous driving requirements are considered from the vehicle design stage. Chery also acknowledges that moving from demonstration to large-scale operation will still require clearing hurdles in regulation, safety, cost and operating efficiency.
能源和飞行器是另外两条线。奇瑞展示了V2G(车网互动,允许电动汽车在适当时候向电网送电)、迅龙秒充和无线充电组成的能源体系。其中迅龙秒充系统功率达到1.44MW,按照官方公布的技术指标,充电5分钟可增加500公里续航。按奇瑞测算,借助峰谷电价差,参与车网互动的用户有机会每年获得3000元以上收益,公司计划2029年前在全球建设2万座V2G场站。这些数字是奇瑞的测算,收益还取决于充放电损耗、电池寿命和电价机制。同时,奇瑞公布了400Wh/kg的全固态电池技术指标,规划于2027年投入中试线。eVTOL方面,双座载人机凌霄Q212设计飞行速度为120km/h,满载续航超过60分钟;五座的凌霄J506则提出最高350km/h、航程超过1000公里的技术目标。
Energy and aircraft are two other lines. Chery showcased an energy system combining V2G (vehicle-to-grid, which allows electric vehicles to feed power back to the grid at suitable times), its Xunlong flash-charging system and wireless charging. The Xunlong flash-charging system reaches 1.44MW in power, and according to official technical specifications, five minutes of charging adds 500 km of range. Based on its own calculations, Chery says that by exploiting peak-valley electricity price differences, users participating in vehicle-to-grid schemes could earn more than 3,000 yuan per year, and the company plans to build 20,000 V2G stations worldwide by 2029. These figures are Chery's estimates, and actual earnings will depend on charging and discharging losses, battery life and electricity pricing mechanisms. Chery also disclosed a technical target of 400Wh/kg for all-solid-state batteries, with a pilot production line planned for 2027. In eVTOLs, the two-seat Lingxiao Q212 has a design cruising speed of 120 km/h and endurance of over 60 minutes at full load, while the five-seat Lingxiao J506 targets a top speed of 350 km/h and a range of more than 1,000 km.
对普通用户来说,最先能感受到的变化可能是能源账单,但这要等V2G场站铺开之后。对车企和供应商来说,真正的变数在于奇瑞能否把汽车业积累的电动化、智能化和供应链能力用到机器人和农机上。奇瑞给出的农机测试数据是,在马铃薯农场,相关产品能耗成本降低74%,维护保养成本降低59%;在东北大田的规模化无人作业中,一人管理多台机器,人均日作业面积由150亩提升至800亩。其机器人业务墨甲已覆盖60个国家,累计出海超过2000台。这些都是奇瑞公布的数据,尚无独立机构的复核,但它们说明,新业务已经有了实际的使用规模。
For ordinary users, the most noticeable change may be on their energy bills, but that will have to wait until V2G stations are widely deployed. For carmakers and suppliers, the real variable is whether Chery can apply the electrification, intelligence and supply-chain capabilities it has built in the auto industry to robots and farm machinery. The farm machinery test data Chery provided shows that, on potato farms, the relevant products reduce energy costs by 74% and maintenance costs by 59%. In large-scale unmanned field operations in Northeast China's farmland, one person can manage multiple machines, and daily area worked per person has risen from 150 mu to 800 mu. Its robotics business, Mojia, has reached 60 countries, with more than 2,000 units exported to date. These are all figures published by Chery and have not been reviewed by independent bodies, but they show that the new businesses already have real operational scale.