赛力斯康波详解新质生产力重构车企增长逻辑 三大维度实践筑牢产业发展根基

This article summarizes a speech by Kang Bo, Vice President of Seres Group, delivered at the First Beijing Automobile Museum Partner Convention. Kang explained how new-quality productivity is reshaping the growth logic of the automotive industry, and shared Seres AITO’s development achievements and innovation practices, with key takeaways as follows:

1. As Seres marks its 40th anniversary, its AITO brand has posted standout performance: it hit the 1 million production milestone in just 46 months, boasts a brand value of $3.45 billion, ranking among the world’s top 10 luxury automotive brands as the only Chinese entrant on the list. The AITO M9 has held the title of best-selling luxury vehicle priced above 500,000 yuan for two consecutive years, and the long-wheelbase AITO M9 Ultimate will begin delivery this month.

2. Seres has implemented new-quality productivity innovation across three core dimensions: product, technology, and smart manufacturing. On the product side, it adheres to a "five-high" standard (high safety, high reliability, high performance, high quality, high value), and leverages massive ADAS driving data to drive continuous product iteration. On the technology side, its R&D investment exceeded 7 billion yuan in the first half of 2024, a year-on-year increase of 34.8%. On the manufacturing side, it has built an AI-powered super smart factory with full automation of all key processes.

3. Seres has made early布局 in AI-automotive integration, launching a new AI mobility brand AIVA. Its first model will make its debut later this year, and the company’s self-developed humanoid robot has already been deployed for actual operation across multiple industrial and service scenarios.

This article outlines Seres’ growth path in building a high-end Chinese new energy vehicle (NEV) brand, offering multi-dimensional insights for other automotive brands looking to deploy new-quality productivity and build a premium brand. Key takeaways are as follows:

1. AITO’s achievements prove the feasibility for Chinese brands to break into the global luxury market: it crossed the 1 million unit sales threshold in 46 months, holds a $3.45 billion brand value, and ranks among the world’s top 10 luxury automotive brands. The AITO M9 has long held the top sales position among 500,000-yuan-class luxury vehicles, confirming that a viable growth path for Chinese premium automotive branding has been proven.

2. Actionable lessons for product R&D and brand trust-building: Anchor your strategy around user mobility needs, establish the "five-high" quality standard (high safety, high reliability, high performance, high quality, high value). Founders should lead full-scope extreme condition quality testing, leverage massive real-world user data to drive product iteration, and strengthen users’ perception of your brand’s quality commitment.

3. Directions for long-term brand upgrading: Leverage AI innovation to expand brand boundaries. By entering new scenarios such as AI-powered mobility ecosystems and embodied intelligence, brands can continuously lift their brand value and unlock long-term growth space.

This article outlines the clear growth trajectory of premiumization and AI integration in the NEV industry, sharing actionable insights and opportunity signals for sellers across the automotive supply chain. Key takeaways are as follows:

1. Current market growth opportunities: The premium NEV segment still has considerable room for growth. Consumers have already recognized the value of Chinese luxury NEVs, and the AITO M9’s multi-year run as sales champion demonstrates the strong underlying user demand in this segment, meaning there are still opportunities for new entrants targeting the premium market.

2. Actionable user growth lessons: Anchor strategy around real user needs, maintain high-intensity R&D investment to upgrade product technology, build user trust through transparent quality validation, leverage massive real user data to continuously iterate products and improve user experience, forming a positive growth cycle.

3. New track opportunity signals: Deep integration of AI and automotive will be the core growth track in the next stage. Beyond vehicle manufacturing, new demand has emerged across diverse scenarios such as intelligent mobility ecosystems and embodied intelligence applications. Sellers should monitor for cooperation opportunities across related supply chains and布局 these new tracks early.

This article shares Seres’ digital smart manufacturing practices at its super factory, offering clear insights for traditional automotive factories pursuing transformation while revealing new business opportunities on the industry side. Key takeaways are as follows:

1. Actionable directions for production digital transformation: Automotive manufacturers can pursue AI-driven intelligent upgrading. Seres’ super factory uses an AI brain to coordinate the collaborative operation of 3,000 robots, achieving 100% automation for all key processes. It leverages AI visual inspection for real-time production quality control, and has already deployed 10,000-ton super intelligent die-casting units, greatly improving production efficiency and product quality.

2. Production and design requirements aligned with market demand: Today’s consumers have higher quality requirements for premium NEVs, so production and design must match the "five-high" standard (high safety, high reliability, high performance, high quality, high value) to meet market demand.

3. New business opportunities: AI integration and embodied intelligence are already commercially deployed. Seres’ humanoid robot is already operating in industrial manufacturing scenarios. Factories can explore deployment use cases for these technologies, align with new industry-side demand, and expand their own business scope.

This article outlines current development trends in the NEV industry, identifies core demand from automakers, and offers high-value insights for service providers across the automotive supply chain looking to expand their business. Key takeaways are as follows:

1. Overall industry development trend: New-quality productivity is restructuring the automotive industry, driving a systematic overhaul of everything from product form to production management and value logic. Deep AI-automotive integration and building intelligent mobility ecosystems will be the core future direction. Embodied intelligence has already completed the full closed-loop from R&D to commercial scenario deployment, and is entering the commercialization phase.

2. Core current demand from automakers: Carmakers need to continuously improve product quality, complete intelligent production upgrading, leverage massive user data to enable fast product iteration, and integrate multi-party resources to build intelligent mobility ecosystems, creating large demand for supporting technologies and services.

3. Market opportunities for service providers: Focusing on AI smart manufacturing, AI-automotive integration innovation, and embodied intelligence scenario deployment, service providers can develop customized solutions to meet automakers’ diverse needs across R&D, production and ecosystem building, and expand their own business scope.

This article introduces Seres’ practice of implementing new-quality productivity, reflects core demand from automaker brands for industry platforms, and offers clear reference for the operation and investment promotion of automotive-related industry platforms. Key takeaways are as follows:

1. Core current demand from automakers for platforms: Leading automakers are shifting from pure vehicle manufacturing to building full-scenario mobility ecosystems, and need to connect extensive industry and social resources to build a full-lifecycle intelligent ecosystem. Therefore, platforms must strengthen open resource connectivity capabilities to meet automakers’ ecosystem building needs.

2. Key directions for platform investment promotion: Projects focused on premium NEVs and AI-automotive integration have large growth potential. Seres’ new AI mobility brand AIVA and its embodied intelligence projects are both high-quality innovative cooperation targets. Platforms can selectively introduce these high-growth projects to optimize their ecosystem structure.

3. Optimization directions for platform operation: Platforms can build industry exchange and cooperation centers centered on new-quality productivity to help automakers connect with supply chain resources and drive industry innovation. At the same time, they should prioritize布局 new AI and intelligent projects to avoid the risk of homogeneous competition in traditional tracks.

This article shares Seres’ innovation practices against the background of new-quality productivity, providing a typical case for research on China’s NEV industry upgrading while revealing multiple new industry trends. Key takeaways are as follows:

1. New industry development trends: New-quality productivity has moved from concept to concrete corporate practice, and the growth logic of the automotive industry has already shifted. Leading automakers are expanding their mission from "building good cars" to "defining a new mobility ecosystem." Deep integration of AI and automotive has become the core direction, and the entirely new manufacturing paradigm of "AI defines the car: AI first, vehicle second" has been introduced, with mass production models即将 launch. Embodied intelligence has also completed the full closed-loop from R&D to scenario validation.

2. A new path for Chinese automotive brand upgrading: Leading Chinese automakers have developed a "technology + smart manufacturing" driven growth path to break through into the premium segment. AITO’s entry into the global top 10 luxury automotive brands proves that Chinese brands now have the capability to compete in the premium market, breaking the monopoly of overseas brands in the luxury automotive segment.

3. Directions for business model innovation: Traditional vehicle manufacturers are expanding their industry boundaries, entering diverse scenarios such as mobility ecosystems and industrial services, and building AI-driven full-lifecycle intelligent ecosystems. This provides a new business model reference for China’s NEV industry upgrading.