The four tensions are not yet closed; the speed of execution determines the next thirty years.

Author: Song Jiating

"30 years old can be the beginning of aging, or the eve of an innovation explosion."

Yin Tongyue, Chairman of Chery Holding Group Co., Ltd., said this at the opening of the 2026 Chery Global Innovation Conference. He also said that today Chery is much like the horse keepers and carriage workshop owners of the past facing the first Mercedes-Benz car—many companies fall before 30, while some deliver works that change the world around the age of 30.

A chairman who sells over 2 million units annually and has been the export leader among Chinese brands for 23 consecutive years, calls himself a "horse keeper." What is frightening is not a specific rival, but that the capabilities relied upon for the past thirty years may no longer be valuable in the next thirty years. This is also the fundamental reason why Chery chose "change".

From the current perspective, the transformation at Chery is four sets of tensions pulling simultaneously from inside to outside. Each layer relies on the one above as a premise, and each layer is not yet closed—where all tensions finally intersect stands ordinary families. This is the ultimate mission of an automotive manufacturer, or rather, a technology company.

Technology: 126 Days vs. 3 Days for a Simulation Engineer

Chery simulation engineers previously used to optimize the aerodynamics of one car with six rounds of solutions, 100 per round. The traditional process took 126 days.

After integrating CheryMind, the same work was completed in 3 days, efficiency improved 42 times, drag coefficient compressed from 0.32 to 0.26, and range directly increased by 40 kilometers. The 123 days saved allowed engineers to think about "more creative things".

This is just the tip of the iceberg. Chery did not take the general large model route, but self-developed the vertical model CheryMind with a much narrower goal: only doing inference and decision-making for vehicle-side and physical scenarios.

For this narrow goal, it simultaneously self-developed three things—the model itself, the automotive-grade chip Ziwei C100, and the World Engine CHERYAWE, forming a vehicle-side closed loop of "Model — Computing Power — Decision".

Behind CheryMind are 700 TB levels of enterprise knowledge and PB levels of engineering data. Ziwei C100 is customized for the deployment of 10 billion parameter models on vehicles and will be mass-produced in 2027.

Hard constraints of Physical AI determine the necessity of the closed loop: latency compressed to millisecond level, data cannot leave the vehicle arbitrarily, and automotive-grade reliability does not allow any link to be outsourced or fail. The cost is heavy assets, slow returns, and limited generality; the return is certainty in industrial scenarios.

Whether the closed loop holds is not looked at in launch events, but in the performance after C100 is installed on vehicles in 2027. This layer is the premise of the latter three layers—without a reusable foundation, boundary expansion is impossible to discuss, organizational adjustments lose direction, and identity manifestos degenerate into slogans.

Boundaries: A Rainforest Starting from a Field

In Northeast farmland, a pure electric intelligent agricultural machine is operating unmanned. Previously one person one machine daily handled 150 mu, now one person multiple machines daily handles 800 mu; in a potato farm test, energy cost reduced by 74%, maintenance reduced by 59%, carbon emissions reduced by 56%. On the same land, corn yield per mu increased from 1600 jin to 2000 jin.

No one would have thought the team doing this comes from an automotive company. Nineteen years ago, it also entered the shipbuilding industry.

Chery's cross-bordering is not starting from zero, but reusing outward from the three capability lines of automobiles. Electrification foundation reused to agri-machinery, energy storage, eVTOL power; intelligent brain reused to smart cockpit, smart driving, robots, agri-machinery OS; manufacturing and supply chain reused to robot mass production and global spare parts ecosystem.

The three lines have different radii: electrification migration cost is lowest, intelligence needs scenario data feedback, manufacturing and supply chain rely on economies of scale. The longer the radius, the more it relies on blood transfusion from the core auto business.

Chery's core business is not easy. In the first three quarters of this year, 1.551 million units were exported, with exports accounting for over 70% of total sales. High overseas margins support R&D confidence, but domestic pressure means the blood transfusion pipeline is not infinitely thick. Yin Tongyue drew a red line: output capabilities externally, but do not take involution.

From passenger cars to agri-machinery, energy storage is reuse, to complete robots and eVTOL complete machines is a further leap. Which are extensions, which are overdrafts, Chery has not given a clear answer—this is exactly where it is not yet closed. Yin Tongyue said Chery hopes to turn from one tree into a rainforest, but undoubtedly, growth needs thick roots and requires a long time.

Organization: 14 Days, Two Rounds of Moves

From September to October, two adjustments in 14 days. Zhang Guibing promoted from Head of International Business to Executive Vice President of the Joint Stock Company. Subsequently, the Chery main brand was included in the global market system under his direct management, simultaneously coordinating global styling, HR, legal, spare parts, and robot business; Jetour managed by Li Xueyong, focusing on the global off-road brand.

The sudden adjustment is full of deep meaning. Exports are Chery's trump card; in the new round of competition, Chery must fully play this card, build high barriers, and not give any rivals any chance to surpass.

True global integrated operations require overseas regional teams to have corresponding decision-making power on product configuration, pricing, channels, and services. Chery centralized all power to Wuhu HQ; efficiency might improve, but localization depth might be limited, "Be somewhere" is just a slogan.

From another angle, the result-orientation, monthly assessment, and flattening of the international system are accelerating a transfer to the domestic side. This logic works in high-margin overseas markets, but under the reality of domestic sales pressure and a large team scale, whether the same incentive intensity can cover all staff is an unknown in cost structure. Staff allocation adopts planting genes first then covering all; middle management has moved, frontline perception lags.

Organizational changes do not decide who sits in which office, but whether anyone can handle the capability and ambition of the first two layers.

Identity: A Welding Point and an Apology

Yin Tongyue said Chery is a "high-tech company wearing an auto company's vest", saying he was happy to hear others say Chery is less and less like an auto company. These words can be said in one big meeting, communication efficiency is high, but identity is not declared.

In the same month, he publicly apologized in Beijing for Malaysia product quality issues—Omoda 5 rear axle detachment, recalling over 8,000 vehicles. This event with the "High Tech Company" manifesto in the same time window points to a simple fact: no matter how advanced the technology foundation, how vast the cross-industry map, if one welding point has an issue, the global narrative must step back.

The identity layer can only close by the accumulation of the first three layers of facts: closed loop delivery not there, reusability sustainability not there, organization holding not there. 20.73 million global users is a scale fact, six overseas families standing on the Brand Night stage is an emotional fact, but neither can replace quality fact. Manifesto runs faster than delivery; this is the biggest risk for a company's 30th transition.

Family: Technology Circles Back, Landing on People

On October 21, Wuhu Grand Theater, Chery Brand Night announced its theme: "Together, For Family". Six real families from Ecuador, Poland, UK, Romania, South Africa, Brazil walked on stage, a four-act family theater, from "Fireworks · Urban Guardian Daily" to "Party · Family Portrait".

Dutch football legend Van der Sar appeared as a super user, interpreting safety with "Guard the last bottom line"—a goalkeeper's duty, and a car guarding family, met in the same scene.

Same day, ALL-NEW TIGGO7 and TIGGO X7 completed their global premiere. Tiggo 7 series global users over 2 million, sold in over 100 countries, 4 consecutive years Champion of Class A Fuel SUV Export among Chinese brands, gathered China, Europe, Australia, ASEAN four regions Five-Star Safety Certifications—the meaning of these numbers is not in the numbers themselves, but that they are evidence of "Global Same Model, Global Same Standard, Global Same Source Verification"—domestic users don't need to leave the country, can possess global car quality verified by worldwide markets.

Technology went around a big circle, landing point is still people. Chery global users have broken 20 million scale, overseas users over 7.39 million, on average one Chery vehicle delivered every 17 seconds to global users. But Yin Tongyue still emphasized: "AI can replace skills, impossible to replace humanity, insight on future, and strategic layout on future. AI can improve efficiency, but cannot replace human responsibility, human judgment, and human warmth."

This layer answers not "Who Chery wants to become", but "What Chery is considered to be in users' minds". Identity is external recognition after accumulation of Tech, Boundary, Org three layers of facts, and family is the simplest and harshest scale of this recognition—before a family hands the car to family members, they first confirm it can protect them. Family users from different countries and regions globally are a public accounting between "Manifesto Speed" and "Delivery Speed".

Renqi Conclusion:

Tech layer decides confidence, boundary layer decides radius, org layer decides execution, identity layer decides whether outside world recognizes. Any layer broken, whole chain loses stability. And all this finally answers is whether the family standing on the stage is willing to hand keys to the next generation.

Apple 30th published iPhone, Toyota 29th launched Corolla, none suddenly became strong on the birthday. Before 30, core competence already grown; at 30 just delivered accumulated works. Chery's situation is: core competence being rewritten, delivery clock already running, hands not yet on scale.

30 years old can be start of aging, or eve of innovation explosion. Chery chose the latter, but choice doesn't constitute answer. The speed of delivery is it.

Empat ketegangan masih belum tertutup, kelajuan pemenuhan menentukan tiga dekad seterusnya.

Pengarang: Song Jiating

"Umur 30 tahun boleh menjadi permulaan penuaan, atau juga malam sebelum letupan inovasi."

Yin Tongyue, Presiden Kumpulan Chery Holdings, berkata demikian dalam pembukaan Persidangan Inovasi Global Chery 2026. Beliau juga berkata, Chery hari ini sangat seperti pemilik bengkel kuda dan gerabak yang menghadapi kereta Mercedes pertama dahulu—ramai syarikat tersungkur sebelum umur 30 tahun, ada juga syarikat menghasilkan karya mengubah dunia sebelum dan selepas umur 30 tahun.

Seorang presiden yang jualan tahunan melebihi dua juta unit, dan eksport berada pertama selama 23 tahun berturut-turut bagi jenama China, berkata dirinya seperti "pemilik kuda". Yang menakutkan bukanlah lawan tertentu, tetapi kemampuan yang menjadi asas kejayaan tiga dekad lalu, mungkin tidak lagi bernilai dalam tiga dekad seterusnya. Ini juga sebab utama Chery memilih untuk "berubah".

Dari sudut masa kini, perubahan Chery adalah empat kelompok ketegangan yang meregang dari dalam ke luar serentak, setiap lapisan bergantung pada lapisan di atasnya, setiap lapisan belum tertutup—dan di tempat di mana semua ketegangan akhirnya bertemu, berdirilah keluarga biasa satu persatu. Inilah misi akhir bagi seorang pengeluar kenderaan, atau dengan kata lain, sebuah syarikat teknologi.

Teknologi: 126 Hari dan 3 Hari Seorang Jurutera Simulasi

Jurutera simulasi Chery dahulu melakukan pengoptimuman aerodinamik untuk sebuah kenderaan, enam pusingan rancangan, seratus setiap pusingan, proses tradisional memerlukan 126 hari.

Selepas menghubungkan CheryMind, kerja sama selesai dalam 3 hari, kecekapan meningkat 42 kali ganda, rintang angin turun dari 0.32 ke 0.26, jarak pemanduan terus bertambah 40 km. 123 hari yang Jimat, jurutera boleh fikir tentang "perkara yang lebih kreatif".

Ini hanyalah puncak gunung es. Chery tidak mengambil laluan model besar umum, tetapi mengembangkan model niche CheryMind sendiri, sasaran jauh lebih sempit: hanya membuat penalaran dan keputusan untuk hujung kenderaan dan senario fizikal.

Untuk sasaran sempit ini, ia serentak membangunkan tiga perkara sendiri—model itu sendiri, cip kenderaan Ziwei C100, enjin dunia CHERYAWE, membentuk lilitan hujung kenderaan "Model—Kekuatan Pengkomputeran—Keputusan".

Di sebalik CheryMind terdapat pengetahuan perusahaan peringkat 700 TB dan data kejuruteraan peringkat PB, Ziwei C100 disesuaikan untuk pelaksanaan hujung kenderaan model parameter sejuta juta, pengeluaran 2027.

Sekat fizikal AI menentukan keperluan lilitan: latensi ditekan ke peringkat milisaat, data tidak boleh keluar dari kenderaan secara sewenang-wenangnya, kebolehpercayaan kenderaan tidak membenarkan mana-mana环节 di luarkan. Biaya adalah aset berat, pulangan lambat, kegunaan terhad; pulangan adalah kepastian senario perindustrian.

Adakah lilitan berjaya, tidak melihat sidang media, melihat prestasi selepas C100 masuk kenderaan tahun 2027. Lapisan ini adalah prasyarat tiga lapisan seterusnya—tanpa dasar yang boleh diguna semula, pengembangan sempadan tidak boleh dibincangkan, penyesuaian organisasi kehilangan arah, pengisytiharan identiti jatuh menjadi slogan.

Sempadan: Hutan Tropika Bermula dari Sebidang Ladang

Di padang besar timur laut, satu mesin pertanian pintar elektrik sepenuhnya sedang bekerja tanpa pengawalan. Dahulu satu orang satu mesin kerja 150 mu sehari, sekarang satu orang banyak mesin kerja 800 mu sehari;

Ujian sebenar ladang kentang, kos keupayaan tenaga turun 74%, penyelenggaraan turun 59%, pelepasan karbon turun 56%. Ladang yang sama, hasil jagung meningkat dari 1600 jin per mu kepada 2000 jin per mu.

Tiada yang akan menyangka, pasukan yang membuat perkara ini, datang dari sebuah syarikat automotif. Sembilan belas tahun dahulu, ia juga terlibat dalam industri pembinaan kapal.

Sempadan silang Chery bukan bermula dari sifar, tetapi dari tiga baris kemampuan automotif diulang pakai ke luar. Dasar peng Elektrikan diulang pakai ke mesin pertanian, storan tenaga, kuasa eVTOL; Otak pintar diulang pakai ke kokpit pintar, pemanduan pintar, robot, OS mesin pertanian; Pengilangan dan rantaian bekalan diulang pakai ke pengeluaran massal robot dan ekosistem komponen global.

Tiga baris jejari berbeza: kos perpindahan peng Elektrikan paling rendah, kecerdasan perlukan data senario memulihara, pengilangan dan rantaian bekalan bergantung kepada kesan skala. Jejari semakin panjang, semakin bergantung kepada penyusuan industri utama automotif.

Industri utama Chery tidak mudah. Tri kuartal pertama tahun ini eksport 1.551 juta unit, eksport melebihi tujuh peratus daripada jumlah jualan. Margin tinggi di luar negara menyangga keyakinan penyelidikan dan pembangunan, tetapi tekanan dalam negara bermaksud tiub penyusuan bukan setebal yang tidak terhingga. Yin Tongyue menetapkan garis merah: mengekspor kemampuan ke luar, tetapi tidak membawa persaingan yang tidak sihat.

Dari kereta penumpang ke mesin pertanian, storan tenaga adalah pengulangan, ke robot keseluruhan dan eVTOL keseluruhan adalah lonjakan yang lebih jauh. Yang mana adalah sambungan, yang mana adalah pencairan, Chery tidak memberikan jawapan jelas—inilah tempat yang belum tertutup. Yin Tongyue berkata, Chery berharap berubah dari satu pokok menjadi hutan tropika, tetapi tanpa ragu, pertumbuhan memerlukan asas yang kukuh, dan juga masa yang panjang.

Organisasi: Empat Belas Hari, Dua Langkah Batu

September hingga Oktober, dua pusingan penyesuaian dalam empat belas hari. Zhang Guibing dilantik sebagai Naib Presiden Tetap Syarikat Persahaan, memulakan dari ketua urusan antarabangsa, kemudian jenama utama Chery dimasukkan ke dalam sistem pasaran global yang diuruskan secara langsung olehnya, semasa mengendalikan secara serentak perancangan global, sumber manusia, undang-undang, komponen dan urusan robot; Jetour diurus oleh Li Xueyong, menumpu kepada jenama sukan luar negara global.

Penyesuaian yang datang secara mendadak, di sebaliknya penuh dengan makna. Eksport adalah kad tersembunyi Chery, dalam persaingan baharu, Chery mesti memastikan kad ini, dan membina tembok tinggi, tidak memberi peluang kepada lawan untuk melebihi.

Pentadbiran bersepadu global sebenar, memerlukan pasukan kawasan luar negara mempunyai kuasa keputusan sepadan dalam konfigurasi produk, harga, saluran dan perkhidmatan. Chery memusatkan semua kuasa ke ibu pejabat Wuhu, kecekapan mungkin meningkat, kedalaman pelokalan mungkin terhad, "Be somewhere" hanya sekadar slogan.

Dari sudut pandangan lain, orientasi hasil sistem antarabangsa, penilaian bulanan, dataran rata sedang dipindahkan dengan cepat ke dalam negara, logik ini berjalan di pasaran margin tinggi luar negara, tetapi dalam realiti penjualan di dalam negara tertekan, saiz pasukan besar, adakah intensi insentif yang sama boleh meliputi semua orang, adalah nombor tidak diketahui dalam struktur kos. Penyelarasan personel mengambil pendekatan menanam gen dahulu kemudian meliputi semua orang, lapisan menengah sudah bergerak, pengesanan hujung terminal tertinggal.

Perubahan organisasi tidak menentukan siapa duduk di pejabat mana, tetapi sama ada ada orang yang boleh menerima kemampuan dan ambisi dua lapisan sebelumnya.

Identiti: Satu Titik Kimpalan dan Satu Maaf

Yin Tongyue berkata Chery adalah "syarikat teknologi tinggi memakai jaket syarikat automotif", berkata "gembira mendengarnya" orang lain berkata Chery semakin kurang seperti syarikat automotif. Perkataan ini boleh diselesaikan dalam satu persidangan, kecekapan penyebaran tinggi, tetapi identiti tidak diisytiharkan.

Pada bulan yang sama, beliau meminta maaf secara terbuka di Beijing atas masalah kualiti produk Malaysia—Omoda 5 gandar belakang terlepas, memulangkan lebih lapan ribu kenderaan. Perkara ini diletakkan dalam tetingkap masa yang sama dengan pengisytiharan "syarikat teknologi tinggi", menunjuk kepada fakta tulen: Apa jua tahap kemajuan teknologi, luasnya peta silang, satu masalah titik kimpalan, naratif globalisasi perlu mundur setapak.

Lapisan identiti hanya boleh ditutup dengan pengumpulan tiga lapisan fakta sebelumnya: Pembayaran lilitan tiada, pengulangan berkelanjutan tiada, organisasi menerima tiada. 20.73 juta pengguna global adalah fakta skala, enam keluarga luar negara berdiri di pentas Malam Jenama adalah fakta emosi, tetapi kedua-duanya tidak boleh menggantikan fakta kualiti. Pengisytiharan berjalan lebih cepat daripada pemenuhan, adalah risiko terbesar transformasi syarikat pada umur 30 tahun.

Family: Teknologi Mengelilingi, Berkedudukan Manusia

21 Oktober, Teater Agung Wuhu, Chery Brand Night mengisytiharkan temanya: "Bersama, Untuk Keluarga". Enam keluarga sebenar dari Ekuador, Poland, United Kingdom, Romania, Afrika Selatan, Brazil berjalan ke pentas, empat babak teater keluarga, daripada "Asap·Perlindungan Bandar Sehari-hari" beraksi ke "Pesta·Gambar Keluarga".

Legenda bola sepak Belanda Van der Sar muncul sebagai pengguna super, menggunakan "menjaga garis dasar terakhir" untuk menjelaskan keselamatan—tugas seorang penjaga gol, dan sebuah kenderaan menjaga keluarga, bertemu dalam senario yang sama.

Pada hari yang sama, ALL-NEW TIGGO 7 dan TIGGO X7 menyelesaikan persembahan global. Jenama Tiggo 7 pengguna global melebihi 2 juta, laris di lebih 100 negara, juara eksport SUV燃油 A jenama China berturut-turut selama empat tahun, melengkapi pensijilan keselamatan lima bintang dari Empat Benua Cina, Eropah, Australia, ASEAN—makna angka ini bukan pada angka itu sendiri, tetapi ia adalah bukti "Model Global Sama, Piawaian Global Sama, Pengesahan Global Sama"—Pengguna dalam negara tidak perlu keluar negara, boleh mempunyai kualiti kenderaan global yang disahkan oleh pasaran seluruh dunia.

Teknologi mengelilingi satu bulatan besar, lokasi akhir masih manusia. Pengguna global Chery telah melepasi skala 20 juta, pengguna luar negara melebihi 7.39 juta, purata setiap 17 saat ada satu kenderaan Chery dihantar ke tangan pengguna global. Tetapi Yin Tongyue masih menekankan: "AI boleh menggantikan kemahiran, mustahil menggantikan kemanusiaan, penglihatan terhadap masa depan dan strategi perancangan masa depan. AI boleh meningkatkan kecekapan, tetapi tidak boleh menggantikan tanggungjawab manusia, keputusan manusia dan kehangatan manusia."

Lapisan ini bukan menjawab "Chery mahu menjadi siapa", tetapi "Chery dianggap apa dalam hati pengguna". Identiti ialah pengakuan luaran selepas pengumpulan tiga lapisan fakta teknologi, sempadan, organisasi, dan keluarga adalah skala paling tulen, juga paling ketat untuk pengakuan ini—sebelum satu keluarga memberikan kenderaan kepada keluarga, mereka pastikan ia boleh melindungi keluarga. Pengguna keluarga dari negara dan wilayah global yang berbeza, adalah satu pengiraan terbuka antara "kecepatan pengisytiharan" dan "kecepatan pemenuhan".

Kesimpulan Ren Qi:

Lapisan teknologi menentukan keyakinan, lapisan sempadan menentukan jejari, lapisan organisasi menentukan kebolehlaksanaan, lapisan identiti menentukan pengakuan luar. Jika mana-mana lapisan terputus, keseluruhan rantai akan tidak stabil. Dan semua ini akhirnya perlu menjawab, adakah keluarga yang berdiri di pentas itu rela menyerahkan kunci kepada generasi seterusnya.

Apple melancarkan iPhone pada umur 30 tahun, Toyota推出 Corolla pada umur 29 tahun, bukan kuat secara tiba-tiba pada hari lahir. Sebelum umur 30 tahun, teras kemampuan sudah berkembang dengan baik, pada tahun umur 30 tahun hanyalah penukaran akumulasi kepada karya. Keadaan Chery ialah: teras kemampuan sedang ditulis semula, jam pemenuhan sudah mula berjalan, jarum belum sampai pada skala.

Umur 30 tahun boleh menjadi permulaan penuaan, atau juga malam sebelum letupan inovasi. Chery memilih yang terakhir, tetapi pemilihan tidak membentuk jawapan. Kecepatan pemenuhan, barulah yang penting.

Wuhu, October 20, 2026 Local Evening, Chery OMODA & JAECOO International User Summit and Eco-Congress Core Gala ——OMODA X NIGHT (OMODA Night) grandly launched at Wuhu Old Shipyard 1900. Taking century-old industrial heritage as the stage, this cross-border fashion feast gathers dealers, overseas car owners, international media, Miss World representatives from 79 global markets. With the core of 'CROSSVOLUTION Crossover Evolution', it welcomes the global premiere of the new crossover model OMODA X, continuously practicing the brand's vision of 'Co-Create A Beautiful Life With Young People' , and showcasing Chery's global brand strength of being born global, born new energy, and born individual to the world.

Breaking away from the traditional new car launch framework, OMODA X NIGHT is a crossover show that integrates automobiles, fashion, music, youth culture, and user co-creation. The venue opened up OMODA Trendy Urban and JAECOO Refined Outdoor dual scene experience zones, implementing brand-significant lifestyle scenarios such as Cyber Mech aesthetics, e-sports trends, refined camping, and pet-friendly cabins, allowing global partners traveling from afar to immensively understand OMODA & JAECOO's brand proposition of 'One Car Two Worlds, One Store Two Lives' .

The main highlight of the evening ——OMODA X made its formal global premiere, showing a distinct attitude of 'MORE OMODA THAN EVER'. The new car continues the OMODA CYBER MECHA Cyber Mech design language, implements the CROSSVOLUTION Crossover Evolution concept, integrates sharp geometric aesthetics, combining the agility of sports cars with the rugged wildness of off-roaders, breaking traditional vehicle category boundaries, representing a new expression of OMODA's Crossover spirit. OMODA X relies on Chery SHS Super Hybrid Technology System, balancing long range, low energy consumption, and strong power, while developed following E-NCAP and A-NCAP dual five-star global safety standards, created for global young pioneer users. It is both a flowing fashion item and a mobility carrier adapted to diverse urban and outdoor scenarios.

At the gala scene, Kantar brought the global Gen Z youth culture trend insight report, interpreting today's global youth aesthetic propositions, interest preferences, and mobility demands; Miss World representatives from multiple countries took the stage, bringing diverse fashion shows, echoing the brand's global youth power layout rooted in fashion venues like London Fashion Week and Madrid Fashion Week; OMODA owners from different countries including the UK, Spain, Thailand, Indonesia, Brazil, etc., took the stage in turn, sharing modification stories and car usage lives, telling co-creation stories belonging to different regions. At the end of the event, OMODA & JAECOO brand theme song world premiere, multi-country owner representatives sang together on the same stage, the love of different languages and different skin colors gathered in one place, interpreting the brand co-creation core.

OMODA & JAECOO brand head shared the brand's globalization report card on site: Since the brand set sail in April 2023, in just three and a half years, global cumulative sales exceeded 1.4 million vehicles, business covers 79 global markets, built a network of 1702 dealerships, entering a new market every 16 days on average, creating the fastest global million sales record. Europe, Southeast Asia, Latin America, Oceania bloom in multiple points, UK, Spain, Thailand, Indonesia and other markets continue to top the sub-category lists, new energy becomes the core engine of growth. The brand takes global growth power, global standard power, global youth power, global co-creation power as four pillars, walking a path different from traditional going overseas mode: relying not on single product output, but rooting in local culture, understanding local youth, extending cars into trend lifestyle symbols.

'The name OMODA itself was selected by global user voting; JAECOO pet-friendly cabin comes from the co-creation result of Polish user real demands.' The brand head said, the underlying logic of the brand has never been selling cars all over the world, but walking into the cultural scene of global youth, and defining products, defining trends, defining mobility life with them. From VALORANT esports events, global music festivals, fashion shows, to Rugby event IP cooperation, multi-country brand ambassador linkage, OMODA & JAECOO continues to dialogue with users in scenarios loved by young people, putting 'Co-Create A Beautiful Life With Young People' into practice.

As the twin brands built by Chery for the global market, OMODA focuses on the global Crossover trend track, highlighting Fashion, Future, Technology; JAECOO anchors on the global refined off-road track, highlighting urban and outdoor symbiosis. The two brands share Chery's global R&D, hybrid, smart, safety systems, adhere to global unified quality standards, won TÜV Rheinland pet-friendly certification, E-NCAP/A-NCAP dual five-star, and authoritative car awards from many countries globally, verifying product strength with strict markets.

This time OMODA X NIGHT landing in Wuhu is not only the formal debut of OMODA X for the global market, but also an important internal and external assembly of Chery's global brand. Between the new and old collision of the century-old shipyard, users and partners from all over the world together with Chery see a new sample of Chinese cars going overseas: no longer just manufacturing output, but a two-way co-creation of aesthetics, culture, and lifestyle.

Facing the future, OMODA & JAECOO will continue to improve global R&D, manufacturing, channel layout, continue to launch new energy crossover and urban off-road products that fit the needs of the global new generation, continue to dig deep into youth culture circles, carve 'Crossover' into products, give 'Co-creation' back to users, and let the national trend automotive power originating from Chery continue to grow in the global market.

Wuhu, 20 Oktober 2026 malam tempatan, Perhimpunan Pengguna Antarabangsa & Persidangan Ekosistem Inti Chery OMODA & JAECOO —OMODA X NIGHT (Malam OMODA) dimulakan secara megah di Old Shipyard 1900 Wuhu. Sebagai pentas warisan industri berabad, jamuan tren merentas sempadan ini mengumpulkan pembekal dari 79 pasaran global, pemilik luar negara, media antarabangsa, wakil Miss Dunia, menggunakan "CROSSVOLUTION Evolusi Merentas" sebagai teras, menyambut sulung global model Merentas OMODA X, terus amalkan visi jenama "Bersama Belia Wujudkan Kehidupan Indah", menunjukkan kepada dunia kekuatan jenama global Chery yang lahir global, lahir tenaga baharu, lahir unik.

Melepaskan bingkai pelancaran kereta baru tradisional, OMODA X NIGHT ialah perunjukan merentas bidang memadukan kereta, fesyen, muzik, budaya belia dan gabungan kreativiti pengguna. Di lokasi menghubungkan zon pengalaman OMODA bandar tren, JAECOO luar ruang teliti, mewujudkan skenario gaya hidup ikonik jenama seperti estetika mecha siber, tren eSports, kemping teliti, kabin mesra haiwan peliharaan, membolehkan rakan global yang jauh memahami secara mendalam proposisi jenama OMODA & JAECOO "Satu Kereta Dua Dunia, Satu Kedai Dua Kehidupan".

Pembentang utama malam itu — OMODA X sulung rasmi global, mengeluarkan sikap tegas "LEBIH BANYAK OMODA DARI PERNAH". Kereta baru meneruskan bahasa reka bentuk OMODA CYBER MECHA mecha siber, melaksanakan konsep CROSSVOLUTION evolusi merentas, menggabungkan estetika geometri tajam, menyatukan postur lentur kereta lumba dan kebinatangan kasar laluan darat, memecahkan sempadan kategori model kereta tradisional, adalah ungkapan baru OMODA terhadap semangat Crossover. OMODA X bergantung pada sistem teknologi Super Hibrid SHS Chery, menyeimbangkan jarak jauh, penggunaan rendah, kuasa kuat, juga mematuhi standard keselamatan global E-NCAP, A-NCAP lima bintang dua, dibangunkan untuk pengguna perintis muda global, kedua-dua item tren bergerak, juga kenderaan perjalanan yang sesuai dengan skenario pelbagai bandar dan luar.

Di lokasi perhimpunan, Kantar membawa laporan cerapan tren budaya belia Generasi Z global, menerangkan tuntutan estetika, minat dan keperluan perjalanan belia global semasa; wakil Miss Dunia pelbagai negara naik pentas, membawa persembahan fesyen pelbagai, menyambung strategi kuasa belia global jenama yang berakar di London Fashion Week, Madrid Fashion Week dll.; pemilik OMODA dari negara seperti United Kingdom, Sepanyol, Thailand, Indonesia, Brazil naik pentas sekali gus, berkongsi cerita pengubahsuaian, kehidupan menggunakan kereta, menceritakan kisah gabungan kreativiti bagi wilayah berlainan. Di akhir acara, lagu tema jenama OMODA & JAECOO sulung global, wakil pemilik pelbagai negara nyanyi bersama, cintai pelbagai bahasa, pelbagai kulit berkumpul satu, menerangkan teras gabungan kreativiti jenama.

Pengurus jenama OMODA & JAECOO di lokasi kongsi rekod prestasi global jenama: Jenama sejak April 2023 dimulakan, hanya masa tiga setengah tahun, jualan terkumpul global pecah 1.4 juta unit, perniagaan meliputi 79 pasaran global, membina rangkaian 1,702 pembekal, purata setiap 16 hari masuk pasaran baru, rekod jualan juta global paling laju, Eropah, Asia Tenggara, Amerika Latin, Oceania berkembang di pelbagai tempat, pasaran United Kingdom, Sepanyol, Thailand, Indonesia kekal teratas senarai kategori, tenaga baharu menjadi enjin utama pertumbuhan. Jenama dengan 4 sokongan kuasa pertumbuhan global, kuasa piawaian global, kuasa belia global, kuasa gabungan kreativiti global, lalui laluan berbeza dari modus keluar laut tradisional, tidak bergantung pada eksport produk tunggal, tetapi berakar budaya tempatan, fahami belia tempatan, luaskan kereta kepada simbol gaya hidup tren.

"Nama OMODA, sendiri adalah pilihan pengundian pengguna global; Kabin mesra haiwan peliharaan JAECOO, berasal hasil gabungan kreativiti dari keperluan sebenar pengguna Poland." Pengurus jenama berkata, logik asas jenama, tidak pernah menjual kereta ke seluruh dunia, tetapi masuk ke ruang budaya belia global, bersama mereka menentukan produk, menentukan tren, menentukan kehidupan perjalanan. Dari acara VALORANT eSports, festival muzik global besar, peragaan fesyen, hingga kerjasama IP acara rugby, gabungan duta jenama pelbagai negara, OMODA & JAECOO terus berdialog pengguna dalam situasi yang dicintai belia, laksanakan "Wujudkan Kehidupan Indah Bersama Belia" secara nyata.

Sebagai jenama kembar Chery yang dibina untuk global, OMODA fokus trek tren Crossover global, utamakan Fashion, Masa Hadapan, Teknologi; JAECOO pasak trek laluan darat teliti global, utamakan sinergi bandar dan luar. Dua jenama kongsi sistem global R&D, hibrid, pintar, keselamatan Chery, pegang pembaris kualiti global yang sama, dapat pensijilan mesra haiwan peliharaan TÜV Rhein, E-NCAP/A-NCAP lima bintang dua dan anugerah kereta berwibawa pelbagai negara global, gunakan pasaran ketat mengesahkan kekuatan produk.

Kali ini OMODA X NIGHT diadakan di Wuhu, ialah pelancaran rasmi OMODA X untuk pasaran global, juga himpunan penting dalaman dan luaran jenama global Chery sekali. Di antara perlanggaran lama baru gudang kapal berabad, pengguna dari seluruh dunia, rakan dan Chery bersama, lihat sampel baharu kereta China pergi laut, tidak lagi hanya eksport pembuatan, malah lebih gabungan kreativiti dua arah estetika, budaya, gaya hidup.

Masa depan, OMODA & JAECOO akan terus sempurnakan susun atur R&D global, pembuatan, saluran, terus melancarkan produk Tenaga Baharu Merentas dan Laluan Darat Bandar yang sesuai keperluan generasi baharu global, terus tingkatkan lapisan budaya belia, ukur "Merentas Batas" ke dalam produk, kembalikan "Gabungan Kreativiti" kepada pengguna, biar kekuatan kereta gaya kebangsaan asal Chery, terus tumbuh di pasaran global.

[Auto Industry Insider] On the evening of October 11, Chery Auto released the "Explanation Regarding the OMODA 5 Vehicle Issue in Malaysia", announcing a recall for the 8,878 affected OMODA 5 vehicles in the Malaysian market, to inspect relevant parts and replace them free of charge where necessary, and to conduct special risk investigations on vehicle batches from China and related markets.

The "Explanation" states that this vehicle issue does not involve personal injury, Chery has immediately launched an investigation into the cause, and is actively communicating closely with local government regulatory bodies such as the Malaysian Land Transport Authority (JPJ).

On October 14, Chery Auto published "Chery Malaysia OMODA 5 Recall Action Customer Guidance" on its Malaysian official website: the first batch of spare parts has been shipped and will arrive at authorized service centers successively; the relevant vehicle list has been locked, and vehicle owners will be arranged to visit the store for replacement via active invitation.

1. Timeline

2. Both Failures Point to the Welding Process

According to reports by Every Economic Daily, the cause of the two rear axle-related failures points to the component welding process.

An expert from the welding technology section of a joint-venture brand explained the technical logic to the reporter:

"The component of the rear axle long arm is mostly a stamped sheet metal lap structure. Considering this issue, OEMs often adopt spot welding processes, but spot welding processes are prone to insufficient welding strength themselves."

An frontline employee at a joint-venture car factory stated:

"If virtual welding, missed welding, or welding defects occur during the welding process, safety hazards are likely to arise later."

The same report mentioned that currently the welding processes at OEMs are mainly spot welding and laser welding. In comparison, laser welding is fast, has less deformation, high strength, but higher cost — the aforementioned welding technology section expert stated, "A set of laser welding equipment costs about 2 million yuan more than spot welding."

The expert also introduced that to improve welding safety, the industry will increase welding connection processes that ensure strength, for example, the base number of body weld points reaches 7,000 to 13,000; new models will adopt laser cutting and welding processes, improving strength by over 30% compared to traditional spot welding processes.

3. The Weight of OMODA 5 in Malaysia

· Overseas Proportion: Currently, Chery Auto's overseas sales account for more than 70% of its total sales, Malaysia is one of its important global markets

· Local Scale: After returning to Malaysia in 2023, models such as OMODA 5 were launched successively; cumulative sales were about 30,000 units by the end of 2025; as of June 2026 it has 60 dealerships, imported 10 vehicle models

· ⭐ Model Status: Chery Auto's Malaysian official website published an article earlier this year stating:

"The key to Chery's success in Malaysia lies in OMODA 5 (launched in 2023), this model quickly became Chery's best-performing model, and played an important role in Chery establishing itself in the automotive market."

4. ⚠️ An Unconfirmed Situation

According to reports, JPJ has not yet further announced the technical investigation results of this vehicle issue. Media reports suggest that JPJ has temporarily suspended OMODA 5 vehicle certification (VTA), and the model cannot be registered or sold as a new vehicle before the technical investigation is completed.

Some media sought confirmation from Chery Auto regarding this, but as of the time of publication no response has been received. Therefore, the "Suspend VTA" item remains media wording, not yet officially confirmed by Chery or JPJ.

My View: The Key is Not 8,878 Units, but the "Second Time"

Core Judgment: What is truly worth noting about this recall is not the number 8,878, but that it is the second time. In 2024, the same part had the same problem, at that time Chery's explanation was welding equipment calibration deviation, the inspection scope was 600 units. Two years later, same in the welding process, same rear axle, the recall scope has changed to 8,878 units. This change indicates: the first disposal solved "that batch", but did not solve "that process".

First, let's look at the scope of the two disposals together. In April 2024, Chery identified 60 vehicles equipped with affected rear axle components, expanding the preventive inspection to 600 units, covering cars produced on these four days from August 14 to 17, 2023. In October 2026, the recall quantity is 8,878 units.

→ From 600 to 8,878 units, the scope has expanded by about 15 times. ⚠️ It needs to be noted that the scope definition of these two times is not fully comparable — 2024 was "inspection", this time is "recall replacement", statistical definitions differ. But the direction is clear: the vehicles identified this time as requiring processing far exceed the first investigation scope.

→ The difference in judgment behind this is important. If the problem only occurred in batches produced on certain days, then processing the batch is enough; if the problem lies in the capability boundary of the process itself, then cars outside the batch are also exposed to the same risk. The number 8,878 indicates that Chery is handling this based on the latter.

Second, ⭐ And the explanation from third-party experts exactly explains why such problems tend to repeat. Rear axle long arms are mostly stamped sheet metal lap structures, spot welding is commonly used in the industry — and spot welding itself is prone to insufficient welding strength. This is a process characteristic, not an occasional operational error.

→ This brings a structural difficulty: Insufficient strength of spot welding is probabilistic, not inevitable. Same line, same process, the vast majority of cars are fine, a few cars fail under specific conditions. So "inspecting this batch" is logically invalid — you cannot find those cars that "will crack in the future" through inspection, because they all look qualified when leaving the factory.

→ There are only two real solutions: Either change the process (switch to laser welding or laser cutting welding), or add inspection methods (pre-weld addressing, laser cleaning, real-time welding parameter monitoring, post-weld 2D/3D visual scanning). The industry practice mentioned in the report is exactly this direction — full-process visual inspection plus current voltage real-time monitoring. And all of this requires equipment investment, a laser welding set costs about 2 million yuan more than spot welding.

Third, ⭐ But we must speak fairly, Chery's response this time is not slow, and there is one proactive move worth noting. Incident occurred on October 6, explanatory statement released and recall announced on October 11, customer guidance issued on October 14, first batch of spare parts shipped, vehicle list locked and active invitation to store — from incident to execution action, five days.

→ More noteworthy is the phrase "Conduct special risk investigation on vehicle batches from China and related markets". This item is proactive expansion of scope, not passive response — it means Chery did not treat this as a "local Malaysian issue" to handle. For an enterprise where overseas sales account for more than 70%, the cost of this action is not low, but it exchanges for the possibility of "not letting the same problem happen again in other markets".

→ From this perspective, what is truly worth observing in this event is not the scale of the recall, but whether this investigation will truly clarify the "process" layer. If investigated, then 8,878 units are a correction with significant cost but effective; if it is just processing another batch, then the 2024 situation will happen again.

Fourth, ⚠️ And the current uncertainty makes the weight of this matter exceed 8,878 units. According to reports, JPJ has not yet announced the technical investigation results, at the same time media claim JPJ has suspended OMODA 5 vehicle certification (VTA), no new car registration or sales before investigation completion — this item has not yet been officially confirmed by Chery or JPJ.

→ If this item holds, then the impact is not just the replacement cost of 8,878 vehicles. VTA is a market access qualification, suspension means before the investigation ends, this car cannot sell new cars or register in Malaysia. And OMODA 5 is exactly what Chery itself recognizes on the official website as the "key model for establishing itself in Malaysia".

→ ⚠️ Need to say restrainedly: whether vehicle certification is truly suspended, how long suspended, what is the investigation conclusion, currently there is no official conclusion. Drawing any conclusion on Chery's Malaysia business at this stage is premature — but it is clear that this is no longer a simple after-sales recall, but a regulatory event involving market access.

Three Verifiable Checkpoints: ① JPJ's technical investigation conclusion and OMODA 5 vehicle certification (VTA) status — this is the key to judging the nature of the event, also the only official wording that can determine the nature; ② Results of special investigation on vehicle batches from China and related markets — if recall is needed domestically after investigation, it indicates the problem scope exceeds Malaysia; if investigation conclusion is no impact, then need to see the technical basis it provides; ③ Actual replacement completion rate and time consumption of 8,878 units — the value of the recall commitment is ultimately reflected in execution, not on the announcement.

Conclusion

On October 11, Chery Auto released the "Explanation Regarding the OMODA 5 Vehicle Issue in Malaysia", announcing a recall for the 8,878 affected OMODA 5 vehicles in the Malaysian market, inspect relevant parts and replace them free of charge where necessary, while conducting special risk investigation on vehicle batches from China and related markets. The cause was a rear axle failure of a 2023 OMODA 5 in Johor Bahru, Johor on October 6, rear axle and suspension assembly separated from the body along with two rear wheels. On October 14, Chery Malaysia released customer guidance, stating the first batch of spare parts has been shipped, vehicle list locked and active invitation to store. According to media reports, this model was investigated for similar problems in 2024, at that time it was explained as welding equipment calibration deviation, inspection scope 600 units.

One point worth remembering is: the key is not the number 8,878, but that it happened a second time — both point to the welding process. Insufficient strength of spot welding is probabilistic, "inspecting a certain batch" is logically difficult to work: they all look qualified when leaving the factory. Chery's response this time is not slow, and proactively expanded investigation to other markets; but whether it can be concluded, depends on whether the technical investigation clarifies the "process" layer, not just processing another batch.

[Pakar Automotif] Malam 11 Oktober, Chery Motor mengeluarkan "Kenyataan Mengenai Masalah Kenderaan OMODA 5 Malaysia", mengumumkan tarikan balik bagi 8,878 unit OMODA 5 yang terjejas di pasaran Malaysia, pemeriksaan komponen berkaitan, pertukaran percuma mengikut keperluan, dan pemeriksaan khas risiko bagi model senada di pasaran China dan berkaitan.

"Kenyataan" itu menyatakan, masalah kenderaan kali ini tidak melibatkan kecederaan tubuh, Chery telah menjalankan siasatan punca serta-merta, dan berkomunikasi rapat dengan pihak berkuasa pengawalseliaan tempatan seperti Lembaga Pengangkutan Jalan Malaysia (JPJ).

14 Oktober, Chery Motor mengeluarkan "Panduan Pelanggan Tindakan Tarik Balik OMODA 5 Chery Malaysia" di laman web rasmi Malaysia: Bahagian ganti pertama telah dihantar, akan sampai ke pusat khidmat berlesen secara berperingkat; senarai kenderaan berkaitan telah dikunci, dan pemilik akan dijemput secara aktif untuk datang ke kedai bagi pertukaran.

I. Garis Masa

II. Dua Kegagalan Mengarah ke Proses Kimpalan

Menurut laporan Mingguan Ekonomi, arah balingan bagi dua kegagalan berkaitan sumbu belakang ini semuanya mengarah ke proses kimpalan komponen.

Satu pakar teknologi kimpalan dari syarikat gabungan menjelaskan logik teknikal ini kepada wartawan:

"Komponen lengan sumbu belakang ini sering kali mempunyai struktur pautan plat logam yang dicampak, dengan mengambil kira masalah ini, pembuat kereta selalunya menggunakan proses kimpalan titik, tetapi proses kimpalan titik sendiri mudah mengalami kekurangan kekuatan kimpalan."

Satu pekerja barisan hadapan di kilang syarikat automotif gabungan menyatakan:

"Jika semasa proses kimpalan berlaku kimpalan longgar, kimpalan terlepas, kecacatan kimpalan, ia akan mudah membawa risiko keselamatan di kemudian hari."

Laporan yang sama menyebutkan bahawa pada masa ini, proses kimpalan pembuat kereta terutamanya terdiri daripada kimpalan titik dan kimpalan laser. Berbanding, kimpalan laser lebih laju, kurang ubah bentuk, kekuatan lebih tinggi, tetapi kos lebih tinggi - Pakar teknologi kimpalan tersebut menyatakan "Satu set peralatan kimpalan laser lebih mahal sekitar 2 juta Yuan berbanding kimpalan titik".

Pakar itu juga menjelaskan, untuk meningkatkan keselamatan kimpalan, industri akan menambah proses sambungan kimpalan yang menjamin kekuatan, misalnya bilangan titik kimpalan badan kereta mencapai asas 7,000 hingga 13,000; model baharu akan menggunakan proses kimpalan potong laser, dibandingkan dengan proses kimpalan titik tradisional kekuatan meningkat lebih 30%.

III. Kedudukan OMODA 5 di Malaysia

·      Peratusan Luar Negara: Pada masa ini jualan luar negara Chery Motor telah melebihi tujuh puluh peratus daripada jumlah keseluruhan jualan, Malaysia adalah antara pasaran global yang penting

·      Skala Tempatan: Selepas kembali ke Malaysia pada tahun 2023, model seperti OMODA 5 dilancarkan secara bertahap; sehingga akhir 2025 jumlah kumulatif jualan sekitar 30,000 unit; sehingga Jun 2026 mempunyai 60 pengedar, memperkenalkan 10 model

·      ⭐ Kedudukan Model: Laman web rasmi Chery Malaysia pada awal tahun ini pernah mengeluarkan artikel yang menyatakan:

"Kunci kejayaan Chery di Malaysia terletak pada OMODA 5 (dilancarkan pada tahun 2023), model ini dengan cepat menjadi model yang paling baik prestasi Chery, dan memainkan peranan penting dalam Chery berpijak kukuh di pasaran automotif."

IV. ⚠️ Satu Situasi Belum Disahkan

Menurut laporan, JPJ belum lagi mengumumkan hasil siasatan teknikal selanjutnya bagi masalah kenderaan kali ini. Ada media melaporkan bahawa JPJ telah menghentikan sementara pengesahan model OMODA 5 (VTA), sebelum siasatan teknikal selesai model ini tidak boleh daftar atau jual kereta baharu.

Ada media mengesahkan hal ini kepada Chery Motor, sehingga saat artikel diterbitkan tiada jawapan. Oleh itu, baris "Menghentikan VTA" masih menurut laporan media, belum mendapat pengesahan rasmi daripada Chery atau JPJ.

Pendapat Saya: Kuncinya Bukan 8,878 Unit, Tetapi "Kali Kedua"

Penilaian Teras: Tarikan balik ini benar-benar perlu diperhatikan bukan kerana nombor 8,878 unit ini, tetapi kerana ini adalah kali kedua. Pada tahun 2024, masalah yang sama telah berlaku di bahagian yang sama, ketika itu penjelasan Chery ialah penyimpalan kalibrasi peralatan kimpalan, skop pemeriksaan adalah 600 unit. Dua tahun kemudian, sama-sama di bahagian kimpalan, sama-sama sumbu belakang, skop tarikan balik berubah menjadi 8,878 unit. Perubahan ini menunjukkan: tindakan pertama menyelesaikan "batch itu", tetapi tidak menyelesaikan "proses itu".

Pertama, letakkan skop kedua-dua tindakan bersama-sama untuk dilihat. April 2024, Chery mengenal pasti 60 unit kenderaan yang dipasangi komponen sumbu belakang terjejas, mengembangkan pemeriksaan pencegahan kepada 600 unit, menutupi kereta yang dihasilkan selama empat hari dari 14 hingga 17 Ogos 2023. Oktober 2026, bilangan tarikan balik adalah 8,878 unit.

→ Dari 600 unit ke 8,878 unit, skop telah berkembang sekitar 15 kali ganda. ⚠️ Perlu dijelaskan, skop kedua-dua kali ini tidak sepenuhnya boleh dibandingkan — tahun 2024 adalah "pemeriksaan", kali ini adalah "tarikan balik pertukaran", kaedah statistik berbeza. Tetapi arahnya jelas: kenderaan yang dikenal pasti perlu diproses kali ini jauh melebihi skop penyiasatan pertama.

→ Perbezaan penilaian di sebalik ini sangat penting. Jika masalah hanya berlaku pada batch yang dihasilkan pada beberapa hari itu, maka memproses batch itu sudah cukup; jika masalah terletak pada had keupayaan proses itu sendiri, maka kereta di luar batch itu juga terdedah kepada risiko yang sama. Nombor 8,878 ini menunjukkan Chery kali ini memproses mengikut yang kedua.

Kedua, ⭐ dan penjelasan pakar ketiga, tepat sekali menjelaskan mengapa masalah seperti ini mudah berulang. Lengan sumbu belakang selalunya struktur pautan plat logam dicampak, industri sering menggunakan kimpalan titik — dan kimpalan titik sendiri mudah mengalami kekurangan kekuatan kimpalan. Ini adalah ciri proses, bukan kesilapan operasi terisolasi.

→ Ini membawa satu kesukaran struktur: kekurangan kekuatan kimpalan titik adalah kebarangkalian, bukan pasti. Jalur yang sama, proses yang sama, majoriti kereta tiada masalah, sedikit kereta gagal dalam keadaan tertentu. Oleh itu "pemeriksaan batch ini" tidak logik — anda tidak boleh melalui pemeriksaan mencari kereta yang "akan retak nanti", kerana pada saat keluar kilang semuanya kelihatan layak.

→ Penyelesaian sebenar hanya ada dua: sama ada ubah proses (ganti dengan kimpalan laser atau kimpalan potong laser), atau tambah cara pengesanan (penghalaan sebelum kimpalan, pembersihan laser, pantauan masa nyata parameter kimpalan, imbasan visual 2D/3D selepas kimpalan). Tindakan industri yang disebut dalam laporan adalah arah ini — pengesanan visual proses penuh ditambah pantauan masa nyata arus voltan. Dan ini semua memerlukan pelaburan peralatan, satu set kimpalan laser lebih mahal sekitar 2 juta Yuan berbanding kimpalan titik.

Ketiga, ⭐ tetapi perlu dikatakan secara adil, tindak balas Chery kali ini tidak perlahan, dan ada satu tindakan aktif yang perlu diingat. 6 Oktober berlaku kemalangan, 11 Oktober mengeluarkan kenyataan dan mengumumkan tarikan balik, 14 Oktober mengeluarkan panduan pelanggan, penghantaran bahagian ganti pertama, mengunci senarai kenderaan dan jemputan aktif ke kedai — dari kemalangan hingga tindakan pelaksanaan, lima hari.

→ Lebih menarik perhatian ialah ayat "melakukan pemeriksaan khas risiko bagi model senada di pasaran China dan berkaitan". Baris ini adalah pengembangan luaran aktif, bukan tindak balas pasif — ia bermakna Chery tidak memproses ini sebagai "masalah tempatan Malaysia". Bagi sebuah perusahaan yang jualan luar negara melebihi tujuh puluh peratus, kos tindakan ini tidak rendah, tetapi ia menggantikan kemungkinan "tidak membiarkan masalah yang sama berlaku sekali lagi di pasaran lain".

→ Dari sudut ini, yang benar-benar perlu diperhatikan dalam insiden ini bukan skala tarikan balik, tetapi: penyiasatan kali ini adakah akan memeriksa lapisan "proses" dengan betul. Jika disiasat, maka 8,878 unit adalah pembetulan yang berkos tinggi tetapi berkesan; jika hanya memproses satu batch lagi, maka situasi tahun 2024 akan berlaku sekali lagi.

Kepentingan ketidakpastian masa kini, membuatkan perkara ini lebih berat daripada 8,878 unit. Menurut laporan, JPJ belum lagi mengumumkan hasil siasatan teknikal, dan ada media mengatakan JPJ telah menangguhkan pengesahan model OMODA 5 (VTA), sebelum siasatan selesai tidak boleh daftar atau jual kereta baharu — baris ini belum mendapat pengesahan rasmi daripada Chery atau JPJ.

→ Jika baris ini sahih, maka impak bukan sekadar kos pertukaran 8,878 unit. VTA adalah kelayakan akses pasaran, penangguhan bermaksud sebelum siasatan selesai, kereta ini di Malaysia tidak boleh jual kereta baharu, atau daftar. Dan OMODA 5 adalah model yang Chery sendiri认定 di laman web rasmi sebagai "kunci berpijak kukuh di Malaysia".

→ ⚠️ Perlu ditekan: sama ada pengesahan model benar-benar ditangguhkan, berapa lama, apa kesimpulan siasatan, masih belum ada kesimpulan rasmi. Pada fasa ini membuat kesimpulan ke atas perniagaan Malaysia Chery adalah terlalu awal — tetapi yang jelas, ini bukan sekadar tarikan balik pasastor, tetapi insiden pengawalseliaan yang melibatkan akses pasaran.

Tiga titik ujian yang boleh disahkan: ① Kesimpulan siasatan teknikal JPJ dan status pengesahan model OMODA 5 (VTA) — ini adalah kunci menentukan sifat insiden, dan satu-satunya pernyataan rasmi yang menentukan kualitatif; ② Hasil pemeriksaan khas model senada di pasaran China dan berkaitan — jika selepas pemeriksaan di dalam negara juga perlu tarikan balik, bermakna skop masalah melebihi Malaysia; jika kesimpulan pemeriksaan tidak terjejas, maka perlu lihat asas teknikal yang diberikan; ③ Kadar pencapaian pertukaran sebenar 8,878 unit dan masa yang diambil — nilai janji tarikan balik akhirnya tercapai pada pelaksanaan, bukan pada pengumuman.

Rumusan

11 Oktober, Chery Motor mengeluarkan "Kenyataan Mengenai Masalah Kenderaan OMODA 5 Malaysia", mengumumkan tarikan balik bagi 8,878 unit OMODA 5 yang terjejas di pasaran Malaysia, memeriksa komponen berkaitan dan pertukaran percuma mengikut keperluan, serentak melakukan pemeriksaan khas risiko bagi model senada di pasaran China dan berkaitan. Punca ialah 6 Oktober, sebuah 2023 model OMODA 5 di Johor Bahru, Johor mengalami kegagalan sumbu belakang, susun atur sumbu belakang dan suspens bersama dua roda belakang terpisah dari badan. 14 Oktober, Chery Malaysia mengeluarkan panduan pelanggan, menyatakan bahagian ganti pertama telah dihantar, senarai kenderaan telah dikunci dan jemputan aktif ke kedai. Menurut laporan media, pada tahun 2024 model ini pernah disiasat atas masalah serupa, ketika itu penjelasan ialah penyimpalan kalibrasi peralatan kimpalan, skop pemeriksaan 600 unit.

Satu perkara yang perlu diingati ialah: kuncinya bukan nombor 8,878 unit ini, tetapi ia berlaku kali kedua — kedua-duanya mengarah ke bahagian kimpalan. Kekurangan kekuatan kimpalan titik adalah kebarangkalian, "memeriksa satu batch" sukar berkesan secara logik: pada saat keluar kilang semuanya kelihatan layak. Tindak balas Chery kali ini tidak perlahan, dan secara aktif mengembangkan penyiasatan ke pasaran lain; tetapi adakah boleh ditutup, bergantung pada sama ada siasatan teknikal memeriksa lapisan "proses" dengan betul, bukan hanya memproses satu batch lagi.

On October 20, Chery held the 2026 Global Innovation Conference in Wuhu, with the theme being "Change · Transformation". If one only looks at the vertical domain large models, automotive-grade chips, native pre-installed Robotaxi, eVTOL, V2G, humanoid robots "Mobao", and smart agricultural machinery released on-site, it is easy to misunderstand this conference as a technology showcase. However, from the perspective of industry observation, the signal Chery really wants to convey is not "How many new things can I still build", but "In what capacity am I ready to participate in global competition".

In the past few years, the globalization of Chinese automakers mostly started with products going global: selling cars overseas, then gradually establishing channels, after-sales services, and brand awareness. Chery has already accumulated a fairly significant first-mover advantage at this stage, with overseas user scale, export volume, and overseas factory layout all leading the industry. But this time, Chery invited more than 3,000 domestic and overseas guests to Wuhu, including not only media and users, but also overseas suppliers, overseas partners, and representatives from global dealers, indicating that it is attempting to enter the next stage of globalization.

The keyword for this stage is "ecosystem going global".

The "Yaoguang 2035 Plan" launched by Chery attempts to redefine the corporate identity from an automobile manufacturer to an AI-driven global intelligent technology company. It chose to start with vertical domain large models and automotive-grade chips. The logic is not complex: intelligent automobile competition can no longer rely solely on piling up configurations and competing on functions. What truly determines long-term capability is whether the underlying computing power, algorithms, data, and engineering systems can form a closed loop. Whether Chery can truly integrate this foundation depends on the subsequent vehicle integration rhythm and mass production verification, but it at least indicates that Chery does not want to stay only at the application layer innovation.

More worthy of attention is that Chery is extending AI capabilities from automobiles to broader intelligent terminals. The simultaneous appearance of native pre-installed Robotaxi, Lingxiao eVTOL, V2G vehicle-grid interaction, consumer-level humanoid robots, and smart agricultural machinery means Chery attempts to make automobiles no longer just a single travel tool, but become a connection node between intelligent mobility, energy networks, and embodied intelligence. This layout has imagination, but it also places higher requirements on commercialization capabilities. A technology launch event can clarify the vision all at once, but what truly determines success or failure is whether each business can find stable user scenarios, cost models, and profit paths.

The participation of overseas partners is the key variable for Chery to land its vision. Chinese automakers entering markets such as Europe, Southeast Asia, the Middle East, and Africa are no longer simply copying domestic products over there. Regulatory standards, data security, charging networks, after-sales services, and local manufacturing capabilities in different regions will directly affect whether the product can stand long-term. Chery's cooperation with international suppliers such as Bosch and Oumowei on ADAS and safety components in Europe, discussions with Nissan on contract manufacturing, joint operation of factories with Spanish EV MOTORS, and promotion of localization layout in South Africa, Thailand, and other places all indicate that its overseas strategy is shifting from "selling cars" to "building systems".

This shift also has a demonstrative significance for the Chinese automotive industry. In the past, we often said that Chinese brands going global must rely on product power; in the future, enterprises that can truly go far must also possess localization engineering capabilities, supply chain collaboration capabilities, and global compliance capabilities. Chery places overseas media, overseas suppliers, and overseas partners in important positions at the conference, essentially telling the market: its globalization is not a one-way output, but to let global partners jointly participate in product definition, technical adaptation, and ecosystem construction.

Of course, the more grand the transformation, the more it requires a calm perspective. Moving from an automobile manufacturer to a global intelligent technology company means Chery must face competition in multiple tracks such as automobiles, energy, robotics, and low-altitude mobility at the same time. Each track has its own technical threshold, policy environment, and commercial cycle. Chery's advantage lies in its manufacturing system, overseas channels, and relatively complete business layout, but the challenges are also obvious: large models and chips require continuous investment, Robotaxi and eVTOL need commercialization validation, V2G needs grid collaboration, and humanoid robots need to start from real household needs, not just stay in demonstration scenarios.

So, what is most worth remembering from this conference is not just specific products like "Mobao" robots, flying cars, or V2G, but Chery's attempt to complete an identity upgrade: from selling cars to the global market to bringing technology, supply chains, and ecosystems to the global market; from responding to market changes to actively participating in global intelligent technology competition.

The two words "Change" are not new at automaker launch events. But the change Chery gave this time is no longer just iteration at the product level, but a reconstruction of corporate boundaries, technical foundations, and globalization paths. Next, the outside world will continue to question the mass production schedule, cost competitiveness, and overseas landing results. These questions have no shortcuts, but they precisely determine whether a Chinese automaker can truly transform from "going out" to "going in, going up".

20 Oktober, Chery menganjurkan Mesyuarat Inovasi Global 2026 di Wuhu, tema ialah "Perubahan·Perubahan". Jika hanya melihat model besar domain khusus, cip tahap automotif, Robotaxi pra-pemasangan asli, eVTOL, V2G, robot manusia "Mobao" dan jentera pertanian pintar yang dilancarkan di lokasi itu, mudah untuk menganggap mesyuarat ini sebagai satu pameran teknologi. Namun, dari sudut pengamatan industri, isyarat sebenar yang mahu dipancarkan oleh Chery bukanlah "berapa banyak benda baru saya boleh buat", tetapi "dengan identiti apa saya bersedia untuk mengambil bahagian dalam persaingan global".

Beberapa tahun kebelakangan ini, globalisasi kebanyakan syarikat automotif China bermula dari eksport produk: menjual kereta ke luar negara, kemudian secara berperingkat membina saluran, pasca-penjualan dan kesedaran jenama. Chery telah mengumpulkan kelebihan awal yang agak ketara dalam fasa ini, skala pengguna luar negara, isipadu eksport dan penempatan kilang luar negara semuanya berjalan di hadapan industri. Namun, kali ini, Chery telah menjemput lebih daripada 3000 tetamu undangan dalam dan luar negara ke Wuhu, di mana tidak hanya media dan pengguna, malah pembekal luar negara, rakan perniagaan luar negara dan wakil pengedar global turut hadir, menunjukkan ia sedang cuba memasuki fasa seterusnya globalisasi.

Kata kunci fasa ini ialah "globalisasi ekosistem".

Pelan "Yaoguang 2035" yang dilancarkan oleh Chery, cuba mentakrifkan semula identiti perusahaan dari pengeluar automotif kepada syarikat teknologi pintar global yang didorong oleh AI. Ia memilih untuk memulakan dengan model besar domain khusus dan cip tahap automotif, logiknya tidak rumit: persaingan kereta pintar tidak lagi boleh hanya bergantung pada menimbun spesifikasi dan berebut fungsi, yang benar-benar menentukan keupayaan jangka panjang ialah sama ada daya pengiraan lapisan asas, algoritma, data dan sistem kejuruteraan boleh membentuk rantaian tertutup. Sama ada Chery boleh membuka asas ini dengan sepenuhnya masih perlu dilihat pada kadar pemasangan kenderaan dan pengujian produksi massal seterusnya, namun ia sekurang-kurangnya menunjukkan Chery tidak mahu hanya berhenti pada inovasi lapisan aplikasi.

Apa yang lebih menarik untuk diperhatikan ialah Chery sedang melanjutkan keupayaan AI dari kereta ke terminal pintar yang lebih meluas. Robotaxi pra-pemasangan asli, Lingxiao eVTOL, interaksi kenderaan-jaringan V2G, robot manusia guna pasaran dan jentera pertanian pintar serentak muncul, bermakna Chery cuba menjadikan kereta bukan hanya alat pengangkutan tunggal, tetapi menjadi nod sambungan antara pengangkutan pintar, rangkaian tenaga dan kecerdasan berbadan. Peruntukan ini mempunyai daya bayang, tetapi juga menuntut keupayaan komersial yang lebih tinggi. Mesyuarat peluncuran teknologi boleh menjelaskan wawasan sekali, yang benar-benar menentukan kejayaan atau kegagalan ialah sama ada setiap perniagaan boleh mencari senario pengguna yang stabil, model kos dan laluan keuntungan.

Keperluan rakan luar negara, adalah pemboleh ubah utama yang Chery ingin mewujudkan visi. Syarikat automotif China memasuki pasaran Eropah, Asia Tenggara, Timur Tengah, Afrika dan lain-lain, sudah lama bukan hanya menyalin produk domestik ke sana. Piawaian peraturan kawasan berbeza, keselamatan data, rangkaian pengisian, perkhidmatan pasca-penjualan dan keupayaan pembuatan tempatan akan secara langsung mempengaruhi sama ada produk boleh bertapak jangka panjang. Kerjasama Chery dengan Bosch, Omowei dan pembekal antarabangsa lain dalam ADAS dan komponen keselamatan Eropah, perbincangan dengan Nissan tentang pengeluaran kontrak, operasi kilang bersama dengan Spain EV MOTORS, serta推进布局 tempatan di Afrika Selatan, Thailand dan tempat lain, semuanya menunjukkan strategi luar negaranya sedang berubah dari "menjual kereta" kepada "membina sistem".

Pertukaran ini juga mempunyai maksud percontoh untuk industri automotif China. Pada masa lalu kita sering mengatakan, jenama China untuk keluar ke luar negara bergantung pada kekuatan produk; masa hadapan, perusahaan yang benar-benar boleh berjalan jauh, mestilah mempunyai keupayaan kejuruteraan tempatan, keupayaan sinergi rantaian bekalan dan keupayaan pematuhan global. Chery meletakkan media luar negara, pembekal luar negara dan rakan perniagaan luar negara dalam kedudukan penting mesyuarat, pada asasnya memberitahu pasaran: globalisasinya bukan satu arah output, tetapi mahu rakan global turut sama mendefinisikan produk, pelarasan teknologi dan pembangunan ekosistem.

Tentu saja, semakin besar transformasi, semakin perlu dilihat dengan ketenangan. Dari pengeluar automotif menuju ke syarikat teknologi pintar global, bermakna Chery perlu menghadapi persaingan pelbagai laluan serentak seperti automotif, tenaga, robot, pengangkutan udara rendah. Setiap laluan mempunyai ambang teknologinya sendiri, lingkungan dasar dan kitaran perniagaan. Kelebihan Chery terletak pada sistem pembuatan, saluran luar negara dan peruntukan perniagaan yang agak lengkap, tetapi cabaran juga jelas: model besar dan cip memerlukan pelaburan berterusan, Robotaxi dan eVTOL memerlukan pengujian komersial, V2G memerlukan serasi grid, robot manusia perlu bermula dari keperluan sebenar keluarga, bukan hanya berhenti pada skenario demonstrasi.

Oleh itu, apa yang paling bernilai untuk diingati dalam mesyuarat ini bukan hanya produk tertentu seperti robot "Mobao", kereta terbang atau V2G, tetapi Chery cuba menyelesaikan satu peningkatan identiti: dari menjual kereta ke seluruh dunia, ke membawa teknologi, rantaian bekalan dan ekosistem ke seluruh dunia; dari menjawab perubahan pasaran, ke secara aktif mengambil bahagian dalam persaingan teknologi pintar global.

Dua perkataan "Perubahan", tidak baru dalam mesyuarat peluncuran automotif. Tetapi perubahan yang Chery berikan kali ini, bukan hanya pengitaran pada tahap produk, tetapi rekonstruksi batasan perusahaan, asas teknologi dan laluan globalisasi. Seterusnya, luar akan terus bertanya jadual masa produksi massal, daya saing kos dan kesan pelaksanaan luar negara. Masalah ini tidak mempunyai laluan pintas, tetapi tepat inilah yang menentukan sama ada syarikat automotif China boleh benar-benar dari "keluar ke luar", menjadi "masuk ke dalam, naik ke atas".

Chery OMODA 5 Axle Breaks Twice in Two Years, Malaysia Halts New Car Registration and Recalls 8,878 Vehicles

October 6, Johor Bahru, Johor, Malaysia, a 2023 model OMODA 5 was driving normally. The rear axle trailing arm weld seam tore, the entire rear axle with two rear wheels detached from the car body, the car lay across the road. No one was injured. Three days later, the Malaysian Road Transport Department (JPJ) put the vehicle type certification and new car registration for this car on hold; that same night, Chery admitted the involved batch had issues with insufficient rear axle trailing arm welding strength, recalling 8,878 vehicles. Sounds like an isolated incident? Two years ago in the same country, this car was already recalled once for the same rear axle.

Weld Seam Tear, Four Words Pressing Down on a Moving Car

Photos and short videos of the scene first circulated on Malaysian social media: A black SUV was slanted parked in the middle of the road, two rear wheels with the entire rear axle lying not far away, the rear of the car collapsed directly onto the ground.

The rear axle trailing arm is a key load-bearing component connecting the rear wheels and the car body. The weld seam tore during driving, support and traction were lost simultaneously, and the car broke down on the spot. Fortunately, the speed was not high at the time, and no one was behind.

The vehicle involved was a 2023 model, the incident occurred on October 6, 2026, in Johor Bahru, Johor, Malaysia. It was driving normally throughout, without any collision.

Regulatory Action Three Days Later, This Is Rare in Malaysia

On October 11, the Malaysian Road Transport Department (JPJ) announced it was suspending OMODA 5 vehicle type certification and new car registration until the technical investigation was completed and safety was confirmed. In other words, before the investigation results were out, this car model could neither be sold nor registered locally.

Local peers spoke plainly: JPJ rarely uses this move for a single passenger car safety incident. This move hurts much more than a fine.

Chery simultaneously released the "Statement on Malaysian OMODA 5 Vehicle Issues": This batch of vehicles may have insufficient welding strength at local welding positions of the rear axle trailing arm, with a risk of weld seam tearing in extreme cases; this structural model had been discontinued prior. The reaction was fast enough, this point must be acknowledged.

Two Years Ago, The Cause Was Almost Identical

This is the part that makes people uneasy.

OMODA 5 entered the Malaysian market only in March 2024. A little over a month after launch, on April 28, a car owner posted a video on social media complaining that the rear axle broke while the new car was driving, and the left rear wheel got stuck into the car body. At that time, Chery Malaysia's conclusion pointed to suppliers: during factory upgrades, the automatic welding machine changed new welding tips, equipment calibration deviations occurred, and the welding of rear axles of some vehicles became substandard as a result. The actual problem found was in the 60 vehicles produced on August 15, 2023. The recall scope was expanded to the 600 vehicles produced between August 14 and 17.

Two years passed, the same rear axle, the same type of welding strength issue, the scope expanded from 600 vehicles to 8,878 vehicles.

The most eye-catching column in the table is not the numbers, but "Fell Twice at the Same Gate".

Changing welding tips is a daily operation at the consumable level. The normal process is to immediately perform first article inspection, destructive sampling, and parameter recalibration after replacement, along with stricter batch traceability. Obviously, one step was missed last time. The fact that another incident happened two years later indicates that the rectification then did not completely plug the loophole.

There is another detail easily overlooked: the involved car was not exported as a complete vehicle from China; it was locally assembled by the Inokom factory in Kulim, Kedah, Malaysia. Local assembly does not equal local parts manufacturing. Where the core structural component like the rear axle comes from, and who supplies it, is exactly what this investigation needs to clarify.

Do Domestic OMODA Owners Need to Panic?

OMODA 5 sold domestically is Chery OMODA. Launched in July 2022, official guide price 79,900 to 107,900 yuan, aimed at youth, currently discontinued.

Chery also wrote a sentence in the statement on October 11: Based on the principle of prudence, a special risk investigation for the same batch of OMODA 5 models in domestic and related markets has been launched, belonging to a proactive preventive arrangement, and results will be announced in time. Domestically, it is currently an investigation, not a recall.

To be frank, the structures of the two versions are not completely consistent. The domestic version distinguishes the rear suspension by power——1.5T models use torsion beam non-independent suspension, 1.6T models use multi-link independent suspension; the Malaysian involved batch has a rear axle structure with trailing arms. Batches, suppliers, and production lines are all different, don't scare yourself, don't pretend not to see, wait for the investigation results.

Local Malaysian car owners can only do one thing now: go to the Chery Malaysia official website, enter the vehicle identification number (VIN), check if their car is on the list, and don't just wait for a phone call.

I do not accept the blanket statement that "domestic cars have poor quality when going global". As of the end of 2025, Chery has cumulatively sold 30,073 vehicles in Malaysia, including 12,930 vehicles delivered in 2025 alone, making it one of the fastest-growing brands locally. A problem with one part batch is involved, not the collapse of the entire system.

But there are three things Chery must answer publicly: For this time and the one in 2024, is it the same supplier, the same production line, the same set of welding parameters? After the rectification last time, was batch traceability and destructive sampling actually implemented on a normalized basis? What traceability method is used to screen problematic vehicles? If the answers to these three questions are not given within a day, this recall is just damage control, not a solution.

For a Chinese brand running wildly overseas, the real test has never been whether the recall is fast enough. Finding the essence of the problem and solving it from the root is the correct solution.

Chery OMODA 5 patah gandar dua kali dalam tempoh dua tahun, Malaysia gantung pendaftaran kereta baru dan tarik balik 8,878 unit

6 Oktober, Johor, Malaysia, sebuah OMODA 5 model 2023 sedang memandu dengan normal. Sambungan las pada lengan gandar belakang terkoyak, gandar belakang bersama dua roda belakang terlepas keseluruhan daripada badan kereta, kereta terhenti di tengah jalan raya. Tiada cedera pada manusia. Tiga hari kemudian, Agensi Pengangkutan Jalan raya Malaysia (JPJ) menekan butang jeda pada pengesahan jenis kenderaan dan pendaftaran kereta baru untuk model ini; pada malam yang sama, Chery mengakui adanya masalah kekuatan pengelasan lengan gandar belakang yang tidak mencukupi pada kenderaan yang terlibat, tarikan balik 8,878 unit. Kedengarannya seperti kejadian luar biasa? Dua tahun lalu di negara yang sama, kenderaan ini pernah ditarik balik satu kali untuk gandar belakang yang sama.

Koyakan Las, Empat Perkataan Menindas Sebuah Kereta Yang Sedang Dipandu

Foto lokasi dan video pendek tersebar terawal di media sosial Malaysia: SUV hitam diparkir condong di tengah jalan, dua roda belakang bersama keseluruhan gandar belakang terbentang di jauh, bahagian belakang kereta duduk jatuh terus ke tanah.

Lengan gandar belakang adalah komponen beban penting yang menghubungkan roda belakang dan badan kereta. Las terkoyak semasa pemanduan, sokongan dan tarikan hilang serentak, kereta terpaksa berhenti di tempat. Syukurla kelajuan pada waktu itu tidak tinggi, tiada kereta di belakang.

Kereta yang terlibat adalah model 2023, masa kejadian 6 Oktober 2026, lokasi Johor, Malaysia. Sepanjang perjalanan normal, tiada kemalangan berlaku.

Perbuatan Pengawalan Tiga Hari Kemudian, Ini Jarang Berlaku Di Malaysia

11 Oktober, Agensi Pengangkutan Jalan raya Malaysia mengumumkan, menangguhkan pengesahan jenis kenderaan dan pendaftaran kereta baru OMODA 5, sehingga siasatan teknikal selesai dan keselamatan disahkan. Dengan kata lain, sebelum hasil siasatan keluar, kereta ini tidak boleh dijual atau didaftarkan di lokasi tersebut.

Kata-kata rakan seindustri di sana sangat berterus terang: JPJ jarang menggunakan langkah ini kerana satu kemalangan kenderaan penumpang. Tindakan ini, lebih menyakitkan berbanding denda.

Chery juga mengeluarkan "Penjelasan Mengenai Masalah Kenderaan OMODA 5 Malaysia" pada masa yang sama: kenderaan dalam lot ini mungkin mempunyai kekuatan pengelasan yang tidak mencukupi pada lokasi pengelasan bahagian lengan gandar belakang, ada risiko koyakan las dalam keadaan teruk; model struktur ini telah dihentikan pengeluaran sebelumnya. Tindak balas cukup pantas, ini perlu diakui.

Yang Dua Tahun Lalu, Penyebab Hampir Sama Persis

Inilah yang membuatkan orang tidak tahan.

OMODA 5 baru masuk pasaran Malaysia pada Mac 2024. Lebih sebulan selepas pelancaran, pada 28 April, ada pemilik kereta memuat naik video aduan di media sosial, gandar belakang kereta baru putus semasa dipandu, roda belakang kiri masuk ke dalam badan. Kesimpulan yang diberikan oleh Chery Malaysia pada waktu itu menunjuk kepada pembekal: semasa pengemaskinian kilang, kepala las automatik diganti, pengkalan peranti menyimpang, pengelasan gandar belakang sebahagian kenderaan tidak mematuhi piawaian. 60 buah yang dihasilkan pada 15 Ogos 2023 yang sebenarnya ditemui mempunyai masalah, julat tarikan balik diperluas kepada 600 buah yang dihasilkan dari 14 hingga 17 Ogos.

Dua tahun berlalu, gandar belakang yang sama, masalah kekuatan pengelasan jenis sama, julat daripada 600 buah telah diperluas kepada 8,878 buah.

Kolom yang paling menyolok dalam jadual bukan nombor, tetapi "Gagal di Pintu Masuk Yang Sama Dua Kali".

Penukaran kepala las adalah operasi harian pada tahap kehabisan, prosedur normal ialah selepas tukar buat pemeriksaan pertama, sampel kerosakan, pengesahan semula parameter, dan pengesanan lot diperketatkan. Langkah yang hilang pada kali sebelum ini, berlaku lagi selepas dua tahun, menunjukkan perbaikan kali itu tidak menambal lubang dengan sepenuhnya.

Ada butiran yang mudah terlepas perhatian: kereta yang terlibat tidak dieksport sebagai kenderaan lengkap dari China, ia dirakit di lokasi oleh kilang Inokom di Kulim, Kedah, Malaysia. Rakitan di lokasi tidak sama dengan pembuatan bahagian di lokasi, dari mana garisan pengeluaran bahagian struktur utama seperti gandar belakang, siapa pembekal, ini yang perlu dijelaskan dalam siasatan kali ini.

Pemilik OMODA di China Perlu Panik?

OMODA 5 jika ke pasaran China adalah Chery OMODA, dilancarkan Julai 2022, harga panduan rasmi CNY 79,900 hingga CNY 107,900, fokus pada golongan muda, kini sudah dihentikan jualan.

Chery menulis satu ayat dalam penjelasan pada 11 Oktober: Berdasarkan prinsip berhati-hati, pemeriksaan risiko khas untuk model OMODA 5 lot yang sama di China dan pasaran berkaitan telah dimulakan, ini adalah susunan proaktif pencegahan, hasil akan diumumkan segera. Di China ini sekarang pemeriksaan, bukan tarikan balik.

Sebenarnya, struktur versi kedua-dua sisi juga tidak sepenuhnya sama. Versi China dibezakan berdasarkan kuasa belakang—model 1.5T menggunakan paksi tak bersandar jenis torsion, model 1.6T menggunakan paksi bersandar jenis multi-link; lot yang terlibat di Malaysia ini adalah struktur gandar belakang dengan lengan. Lot, pembekal, garisan pengeluaran tidak sama, jangan menakutkan diri sendiri, jangan pura-pura tidak nampak, tunggu hasil pemeriksaan itu.

Penyewa kereta di Malaysia hanya boleh buat satu perkara sekarang: log masuk laman web rasmi Chery Malaysia, masukkan nombor rangka (VIN), semak sama ada kereta anda dalam senarai atau tidak, jangan menunggu telefon sahaja.

Saya tidak terima pandangan "kualiti kereta buatan domestik tidak bagus untuk eksport" jenis satu pisau tebus ini. Sehingga akhir 2025, Chery telah menjual 30,073 buah secara kumulatif di Malaysia, di antaranya 12,930 buah diserahkan pada tahun 2025, salah satu jenama yang berkembang paling cepat di lokasi. Masalah yang timbul adalah pada satu lot komponen, bukan keseluruhan sistem runtuh.

Tetapi ada tiga perkara, Chery perlu jawapan terbuka: Kali ini dan yang tahun 2024 itu, adakah pembekal sama, garisan pengeluaran sama, parameter pengelasan sama? Selepas perbaikan kali sebelum ini, adakah pengesanan lot dan sampel kerosakan benar-benar dilaksanakan secara rutin? Kaedah pengesanan mana yang digunakan untuk saringan kenderaan bermasalah? Jika tiga soalan ini tidak diberikan jawapan sehari, tarikan balik kali ini hanyalah tindak balas selepas kejadian, bukan penyelesaian.

Bagi sebuah jenama China yang sedang berlari kencang di luar negara, ujian sebenar tidak pernah pada cukup cepat atau tidak tarikan balik. Menemui hakikat masalah dan menyelesaikannya dari asas adalah penyelesaian yang betul.

Editor's Note: Chery OMODA 5 faces repeated quality hazards and a large-scale recall overseas. With a high market share overseas and advancing globalization, this event impacts the brand and market, testing Chery's true strength in quality control and global layout.

Chery OMODA 5 Axle Breakage Incident

On October 11, Chery Automobile issued a statement saying that a batch of 2023 OMODA 5 vehicles sold in the Malaysian market have insufficient welding strength at partial welding locations of the rear axle longitudinal arms, posing a risk. Chery will cooperate with JPJ's arrangements, has initiated a recall for the affected 8,878 vehicles, will inspect relevant parts, and replace them for free if necessary.

Regarding this, Chery Company stated: In accordance with the principle of prudence, the company has launched a special risk inspection for the same batch of OMODA 5 models in the domestic and relevant markets, and is maintaining active communication with regulatory bodies. This inspection is a preventive proactive arrangement. Chery will, based on the inspection results, publish to the society in a timely manner with a responsible attitude.

This incident occurred at a node where Chery Automobile's overseas sales continued to rise, and the same model had experienced similar failures in Malaysia. In 2024, a case of OMODA 5 rear axle breakage was exposed locally. At that time, Chery's investigation concluded that the rear axle welding equipment calibration was improper, and 600 vehicles were screened. More than two years later, the same model showed relevant hazards in the same market again. This incident also triggered the suspension of certification and registration of the model locally and the audit of the manufacturing quality system, and also focused the market on the production consistency control level of the chassis welding process of the model. Moreover, there are differences between overseas and domestic regulatory systems. Many overseas motor vehicle regulatory agencies have a more rigid disposal method for mass manufacturing defects: in addition to regular recalls, the regulator has the right to suspend or even freeze model certification, directly restricting new car registration and sales from the access end. This means that for Chinese automakers going overseas, besides competing on product competitiveness and export scale, they must also adapt to local regulatory rules. The continuously rising overseas sales volume requires a stable quality control system to support scale expansion.

Exports Increased by 65.6% in the First Three Quarters

It is worth noting that Chery OMODA 5 is an SUV model built by Chery for the global market. It has been sold in more than 40 countries worldwide, with cumulative sales exceeding 250,000 units. According to official Chery data, exports in the first three quarters of 2026 were 1,551,178 vehicles, a year-on-year increase of 65.6%, surpassing the total export volume of last year. After the occurrence of this axle breakage incident, Malaysia suspended the certification and registration of the model, which impacted the sales rhythm of the car locally, and the large-scale recall also increased significant costs.

Bai Wenxi, Vice Chairman of the China Enterprise Capital Alliance, told Caiwen: Chery's response to this recall was not considered slow. In terms of attitude, "active apology + cross-border synchronous inspection" is more decent than many overseas automakers, but the cost of trust has doubled. This brings a test to the OMODA product and Chery's brand image in the Southeast Asian region.

Chery Globalization 3.0 Strategy Implementation

Recently, Chery's global actions have been continuous. On October 7, the announcement issued by Chery Automobile proposed to fully promote the implementation of Chery Automobile Globalization 3.0 strategy, and strengthen integrated domestic and foreign operations. The main brand will be incorporated into the global market system as a whole. This strategic adjustment also fits the current sales structure. According to the sales data released by Chery for the first three quarters of 2026, Chery sold a total of 2,206,789 cars, with exports of 1,551,178 units. Exports account for nearly 70% of total sales, and the overseas market is the core basic market for sales. Moreover, in the first three quarters of 2026, Chery Group's overseas exports reached 1.5512 million units, higher than BYD's 1.3378 million units, SAIC's 1.1660 million units, Geely's 0.7977 million units, ranking first among domestic independent automakers going overseas. As can be seen, Chery's overseas business accounts for a high proportion. With the expansion of overseas scale, higher requirements are also put forward for the synchronous upgrading of product quality, localization adaptation, and supporting service systems.

With the promotion of Chery's Globalization 3.0 strategy, the proportion of overseas business in total sales continues to rise. As its global model, OMODA 5 triggered a large-scale recall and local regulatory restrictions in Malaysia this time. Combined with previous similar fault records in the same market, related inspections, rectifications, and subsequent market changes will continue to receive industry attention.

 

Pengantar Editor: Chery OMODA 5 muncul semula risiko kualiti berulang di luar negara dan tarikan balik besar-besaran. Dalam keadaan penguasaan pasaran luar negara yang tinggi dan kemajuan globalisasi, insiden ini menjejaskan jenama dan pasaran, serta menguji kekuatan sebenar kawalan kualiti Chery dan pelan globalisasi.

Insiden Patah Poros Chery OMODA 5

Pada 11 Oktober, Chery Automobile mengeluarkan kenyataan bahawa satu kumpulan kenderaan OMODA 5 model 2023 yang dijual di pasaran Malaysia mempunyai kekuatan kimpalan pada lengan paksi longitudinal belakang yang tidak mencukupi, dan terdapat risiko. Chery akan bekerjasama dengan susunan JPJ, telah memulakan tarikan balik terhadap 8,878 unit kenderaan yang terjejas, memeriksa komponen berkaitan, dan menukar secara percuma bergantung pada keadaan.

Mengenai hal ini, pihak Chery menyatakan: Berdasarkan prinsip berhati-hati, syarikat telah memulakan semak khas risiko bagi model OMODA 5 dalam baki yang sama di pasaran domestik dan berkaitan, dan mengekalkan komunikasi aktif dengan pihak berkuasa. Semakan ini adalah tindakan proaktif pencegahan, dan Chery akan, berdasarkan hasil semakan, dengan sikap bertanggungjawab, mengumumkan kepada masyarakat dengan segera.

Insiden ini berlaku pada titik di mana penjualan luar negara Chery Automobile terus meningkat, dan model yang sama pernah mengalami kecacatan serupa di Malaysia. Pada tahun 2024, kes patah paksi belakang OMODA 5 pernah terdedah di sana. Pada ketika itu, kesimpulan siasatan pihak Chery adalah kalibrasi peralatan kimpalan paksi belakang tidak betul, dan 600 unit kenderaan disaring. Selepas lebih dua tahun, model yang sama muncul semula risiko berkaitan di pasaran yang sama. Kejadian ini juga mencetuskan penangguhan pengesahan dan pendaftaran model tersebut di pasaran tempatan serta semak sistem kualiti pembuatan, dan juga menarik perhatian pasaran terhadap tahap kawalan keseragaman pengeluaran proses kimpalan chassis model tersebut. Selain itu, sistem pengawasan luar dan dalam agak berbeza, dan banyak pihak berkuasa pengangkutan di pasaran luar negara mempunyai cara pengendalian yang lebih tegas untuk kecacatan pengeluaran secara kumpul: selain tarikan balik biasa, pihak berkuasa mempunyai kuasa untuk menangguhkan atau membekukan pengesahan model, dan secara langsung menghadkan pendaftaran dan penjualan kereta baharu dari hulu. Ini bermaksud bahawa pengilang kereta China yang ke luar negara, selain berpersaingan dalam kekompetitifan produk dan skala eksport, juga mesti menyesuaikan peraturan pengawasan setempat. Penjualan luar negara yang terus meningkat, pengembangan skala memerlukan sistem kawalan kualiti yang stabil sebagai sokongan.

Eksport Tiga Suku Tahun Pertama Tumbuh 65.6%

Perlu diingat, Chery OMODA 5 adalah model SUV yang dibina Chery untuk pasaran global, dan sekarang telah dijual di lebih 40 negara di seluruh dunia, dengan jumlah jualan melebihi 250,000 unit. Data rasmi Chery menunjukkan, jualan eksport tiga suku tahun pertama 2026 sebanyak 1,551,178 unit, tumbuh 65.6% berbanding tahun sebelumnya, dan melebihi jumlah eksport keseluruhan tahun lepas. Selepas kejadian patah paksi, Malaysia menangguhkan pengesahan dan pendaftaran model ini, yang menjejaskan irama jualan kereta tersebut di sana, dan tarikan balik besar-besaran juga menambah kos yang besar.

Timbalan Presiden Gabungan Kapital Perusahaan China, Bai Wenxi, berkata kepada media kewangan bahawa: Tarikan balik Chery pada kali ini tidak dianggap lambat. Dari segi sikap, "maafkan secara proaktif + siasatan serentak merentas negara" lebih profesional daripada banyak syarikat pengeluaran kereta yang ke luar negara, tetapi kos kepercayaan sudah berlipat ganda. Ini menguji produk OMODA dan imej jenama Chery di wilayah Asia Tenggara.

Strategi Globalisasi 3.0 Chery Diterapkan

Baru-baru ini, tindakan globalisasi Chery berterusan. Pada 7 Oktober, pengumuman yang dikeluarkan oleh Chery Automobile mencadangkan untuk memacu pelaksanaan strategi globalisasi 3.0 Chery Automobile secara menyeluruh, dan menguatkan pengurusan bersepadu dalam dan luar negara. Jenama utama dimasukkan ke dalam sistem pasaran global secara keseluruhan. Penyesuaian strategik ini juga selari dengan struktur jualan semasa. Mengikut jualan Chery untuk tiga suku tahun pertama 2026, Chery telah menjual 2,206,789 unit kereta secara kumulatif, dan eksport sebanyak 1,551,178 unit. Eksport mewakili hampir 70% daripada jumlah jualan, dan pasaran luar negara adalah asas teras jualan. Dan pada tiga suku tahun pertama 2026, eksport luar negara Kumpulan Chery mencapai 1.55 juta unit, lebih tinggi daripada BYD 1.33 juta unit, SAIC 1.16 juta unit, Geely 797,700 unit, dan menempati tempat pertama dalam kalangan pengilang kereta mandiri China yang ke luar negara. Dari ini jelas, perniagaan luar negara Chery mempunyai nisbah yang tinggi, dan dengan pengembangan skala luar negara, tuntutan yang lebih tinggi juga dikemukakan untuk kenaikan taraf serentak kualiti produk, penyesuaian tempatan, dan sistem sokongan perkhidmatan.

Dengan pelaksanaan strategi globalisasi 3.0 Chery, peratusan perniagaan luar negara dalam jumlah jualan keseluruhan terus meningkat. OMODA 5 sebagai model globalnya, kali ini mencetuskan tarikan balik besar-besaran di Malaysia dan sekatan pengawasan tempatan, ditambah dengan rekod kecacatan sejenis sebelum ini di pasaran yang sama, dan semakan berkaitan, pengubahsuaian, serta perubahan pasaran seterusnya, akan terus mendapat perhatian industri.

 

Operator Finance Net Auto Channel Li Guangyan / Article

On the evening of October 11, Chery Automobile Officially released 'Explanation Regarding Malaysia OMODA 5 Vehicle Issues', publicly apologized for the OMODA 5 axle break accident, triggering widespread attention.

It is understood that this event occurred on October 6, where a black 2023 model OMODA 5 in Malaysia tore the rear axle longitudinal arm while driving, the rear axle along with two rear wheels directly detached from the vehicle body, the vehicle stopped in the middle of the road, fortunately no casualties were caused.

Regarding this matter, Chery Automobile stated in the declaration that the 2023 model OMODA 5 vehicle issue occurred in Malaysia did not involve personal injury. After investigation, the vehicles of this batch may have insufficient welding strength at local welding positions of the rear axle longitudinal arm, and there is a risk of weld seam tearing under extreme circumstances. The structural model has been discontinued prior.

Officially stated, Chery Malaysia subsidiary has launched a recall action, recalling 8,878 affected OMODA 5 units, inspecting relevant parts, and replacing them for free as necessary. In addition, Chery also simultaneously launched a special risk investigation for domestic and related market batches of OMODA 5 units, and maintained active communication with regulatory agencies. It emphasized that the investigation was a preventive active arrangement, and the investigation results would be announced to the society in time, and expressed deep apologies for the inconvenience brought to users.

OMODA 5 is a global model created by Chery for overseas markets, mainly targeting the young consumer market. The corresponding domestic model is Chery Omada, and currently the car is in a halted sales status.

Liu Qing, Director of the Auto Department of Operator Finance Net, stated that Chery's response this time was very fast, demonstrating a responsible attitude.

Public data shows that in September 2026, Chery Automobile's sales volume was 276,900 units, a year-on-year increase of 8.4%, monthly export volume was 207,800 units, accounting for nearly 70% of the total sales volume; in the first three quarters, Chery Automobile cumulative sales of new cars were 2,206,800 units, a year-on-year increase of 9.9%, of which cumulative export volume was 1,551,200 units, a year-on-year increase of 65.6%, exceeding the total export volume of the previous year.

Portal Kewangan Pengendali Salur Automotif Li Guangyan/Tulisan

Malam 11 Oktober, pihak rasmi Chery Motors mengeluarkan "Penjelasan Mengenai Masalah Kenderaan OMODA 5 di Malaysia", meminta maaf secara terbuka mengenai kes paksi terputus yang melibatkan OMODA 5, mencetuskan perhatian meluas.

Diketahui, insiden ini berlaku pada 6 Oktober, sebuah OMODA 5 2023 berwarna hitam di Malaysia terkeluar lengan gandar belakang semasa bergerak, paksi belakang bersama dua roda belakang terlepas terus dari badan kenderaan, kenderaan berhenti di tengah jalan, untung tiada kecederaan atau kematian.

Berhubung perkara ini, Chery Motors menyatakan dalam kenyataan bahawa masalah kenderaan OMODA 5 2023 yang berlaku di Malaysia tidak melibatkan kecederaan fizikal, selepas siasatan, kenderaan baji ini mungkin mempunyai bahagian lengan gandar belakang yang kekuatan kimpalan pada lokasi kimpalan tempatan tidak mencukupi, dalam keadaan ekstrem terdapat risiko kimpalan terkoyak. Model struktur ini telah dihentikan pengeluaran sebelumnya.

Pihak rasmi memberitahu, anak syarikat Chery Malaysia telah memulakan tindakan menarik balik, menarik balik 8878 unit OMODA 5 yang terjejas, memeriksa komponen berkaitan, dan menggantikannya secara percuma jika diperlukan. Selain itu, Chery juga memulakan penyiasatan khas risiko untuk model OMODA 5 baji yang sama di pasaran domestik dan berkaitan secara serentak, dan mengekalkan komunikasi aktif dengan pihak pengawal selia. Ia menekankan bahawa penyiasatan adalah susunan pencegahan proaktif, keputusan penyiasatan akan diumumkan kepada masyarakat pada masa yang tepat kemudian, permohonan maaf yang mendalam atas ketidakselesaan yang diderakan pengguna.

OMODA 5 adalah model global yang dibina oleh Chery untuk pasaran luar negara, terutamanya pasaran pengguna muda, model sepadan di pasaran domestik adalah Chery Omengda, sekarang kenderaan ini berada dalam keadaan tidak dijual.

Ketua Bahagian Automotif Portal Kewangan Pengendali Liu Qing menyatakan, tindakan balas Chery kali ini sangat pantas, menunjukkan sikap bertanggungjawab.

Data yang didedahkan menunjukkan, September 2026, jualan Chery Motors sebanyak 276,900 unit, meningkat 8.4% tahun ke tahun, eksport bulan tunggal sebanyak 207,800 unit, mengambil hampir 70% daripada jumlah jualan; sepanjang tiga suku pertama, Chery Motors jumlah jualan kenderaan baru sebanyak 2,206,800 unit, meningkat 9.9% tahun ke tahun, di mana jumlah eksport sebanyak 1,551,200 unit, naik 65.6% tahun ke tahun, sudah melebihi jumlah eksport keseluruhan tahun lepas.

1. "Golden September" Loses Luster, Passenger Car Retail Decline Widens Further

Latest data released by the China Passenger Car Association shows that passenger car retail sales nationwide reached 1.618 million units in September, down 28.0% year-on-year and up 5.0% month-on-month. Among them, the new energy vehicle market retail reached 1.084 million units, down 16.7% year-on-year and up 7.8% month-on-month. Among the top 10 retailers in September, BYD remained at the top with 247,000 units. Geely and Chery ranked second and third with 177,000 units and 86,000 units respectively. Following in order were Changan (82,000 units), Leapmotor (78,000 units), FAW-Volkswagen (77,000 units), Tesla China (65,000 units), SAIC-GM-Wuling (61,000 units), FAW-Toyota (61,000 units), and SAIC-Volkswagen (59,000 units). Among the top 10, Leapmotor had the largest year-on-year increase at 30.8%, and was the only manufacturer to achieve positive growth; FAW-Volkswagen had the largest decline, down 44.6% year-on-year.

The China Passenger Car Association stated that the September passenger car market exhibited five characteristics: First, total volume faced deep year-on-year pressure with limited month-on-month recovery, structural differentiation reached an extreme, and "accelerated shrinkage of fuel vehicles, resilient leadership of new energy" became the main line, with high oil prices accelerating "fuel-electric substitution"; Second, the entire line of fuel vehicles contracted, pure fuel vehicle retail nearly halved, while plug-in hybrid models were relatively resilient; Third, new energy penetration rate reached a new high, with retail penetration rate at 67.0% and wholesale penetration rate at 65.4%, both setting historical records, but growth rate slowed significantly compared to earlier periods; Fourth, exports surpassed domestic demand, with some automakers exporting over 50%, and manufacturers with exports accounting for 70% of their total volume are increasing rapidly, becoming the core driver for automaker growth; Fifth, industry inventory continued to remain low, dealers became more cautious in stocking up, and generally reported that the "Golden September, Silver October" peak season effect was weaker than in previous years. However, the China Passenger Car Association emphasized that the current downturn is a phased phenomenon caused by the superposition of short-term policy disturbance and high base, not the peak of the basic situation of automotive popularization, and there is still broad space for first-purchase demand in lower-tier county areas.

2. Large 3-Row SUVs Start to Clear Out

The fierce battle in the large 3-row SUV market has lasted two years and is gradually nearing its end. Starting from 2025, "5326" SUVs (vehicle length approx. 5 meters, wheelbase approx. 3 meters, width approx. 2 meters, 6-seat/7-seat) began to emerge in clusters, including several large flagship SUVs with lengths exceeding 5.2 meters. The result of gathering updates must be cruel homogenized competition; Nio Li Bin once explicitly stated: "The supply of large 3-row definitely must be oversupplied." China Automobile Dealers Association expert Li Yanwei judged that the real annual demand for this market is about 300,000 to 500,000 units, but the potential total supply capacity has already easily exceeded 1 million units, and those that can build a stable monthly sales scale of over 3,000 units within 12 months of launch are expected not to exceed 8 models. The market will enter a clearing cycle from the second half of 2026 to the first half of 2027. The intensity of competition at present can already validate this. According to incomplete statistics, at least 36 large 3-row SUVs have been launched or updated so far in 2025, with price ranges extending from the 100,000 level to the 600,000 level, and new energy proportion exceeding 90%.

Data shows that in the first half of 2026, mid-to-large SUV sales reached 880,000 units, up 28% year-on-year; large SUV sales were 350,000 units, up 97% year-on-year, becoming a rare incremental highland in the stock market. But the dividends were not universal. Taking August 2026 as an example, Nio ES8 (10,991 units) and AITO M9 (10,098 units) were the only large SUVs with monthly sales over 10,000; the second tier dropped to the 6,000 unit level, including BYD Tang (7,796 units), Huajing S (7,306 units), Xpeng GX (7,002 units), Nio ES9 (6,474 units), Leapmotor D19 (6,034 units), etc. Most other models were below 3,000 units, with more 10 models with monthly sales under 1,000, such as Volkswagen Teramont Pro (454 units), IM LS9 (625 units), Voyah Taishan (274 units), Hyundai Palisade (34 units), Cadillac KeWeide (13 units), etc. More worth paying attention to than single-month rankings are the sales curves after new product launch. Currently, only Nio ES8, AITO M9, Galaxy M9 and a few other models have maintained relatively stable long-term output. The vast majority of 6-seater vehicle lifecycles present a "high start, low walk" feature. Many models have halved their sales 3-6 months after launch, deeply trapped in the "New Car Effect Death Valley".

3. Chinese Brands Turn the Tables at Paris Motor Show

The Paris Motor Show, which has been shrouded in a century of gasoline scent, is now becoming a transfer desk for two generations of automobile kingdoms. Before the curtain of the 91st Paris Motor Show opened, a set of exhibition data already shook the global automotive industry. 22 Chinese complete vehicle brands took the stage of this motor show. This number is more than double that of last year's 2024 motor show, even exceeding the sum of French domestic 10 and German 7 exhibiting brands. Old veterans like BYD, Chery, Leapmotor, and Xpeng who have already established a foothold in the European market held the fort. New faces like Changan, Avatr, and Li Auto who had never appeared publicly in Europe before placed their exhibition stands in front of Paris audiences for the first time. Chinese automakers have already become one of the unquestionable protagonists of this motor show.

On one side, traditional automotive players like BMW, Porsche, and Nissan announced their absence one after another. On the other side, 20+ Chinese brands with completely new models appeared densely, turning the motor show into their own main stage to display globalized results. Between this entry and that retreat, it reflects the alternation of old and new orders in the global automotive industry. The latest data from research institutions shows that in the second quarter of 2026, the share of Chinese brands in the entire European automotive market reached 10.7%, almost doubling from 5.7% a year ago. The market penetration rate that Toyota and Honda took nearly a decade to get in previous years, Chinese automakers completed the leap in less than half the time. In the fastest-growing plug-in hybrid track, the advantage of Chinese brands is more obvious. They have already taken more than 26% of the Western Europe PHEV market share. Just two years ago, this number was only 2.2%.

4. Avatr T09 Global Debut

Avatr's new flagship model T09 Concept version completed its global debut in Paris, France. The mass-produced version is planned to launch this year, with an expected price exceeding 500,000 Yuan. In terms of appearance, the square body and straight lines completely abandon the fastback coupe style of the 11 and 12 series. The front grille adopts a 3D embossed structure, formed by 362 brand identifier elements of different 3D heights; the clamshell hood with an area of 2.1 square meters retains the "island-style uplift" shape, balancing power and spirit. The rear end is equipped with integrated crystal diamond taillights, which can present differentiated light and shadow under different angles.

The cockpit is equipped with an integrated triple screen, consisting of a 10.25-inch instrument cluster screen and two 17.2-inch screens, supporting NFC tap-to-connect function; the adjustable "Vortex Emotional Vortex" interaction device above the center console is embedded with 118 RGB LED light sources, which can link with the whole vehicle ambient light. In terms of technology, the new car integrates the resources of Changan, Huawei, and CATL, equipping Huawei Qiankun Driving Intelligence, HarmonyOS Cockpit, and Taihang Intelligent Control technology. The power adopts a 2.0T hybrid engine plus tri-motor distributed electric drive, with a total system power exceeding 1,000 horsepower. The CLTC pure electric range is highest over 400km.

5. Over 60 Tire Companies Issue Price Hike Letters

The tire industry welcomes a new round of price hike tide. Since the beginning of this year, rubber prices have continued to rise. As of the close of October 9, the Shanghai rubber futures main contract closed at 20,600 Yuan/ton, creating a nine-year high; the spot average price was about 19,700 Yuan/ton, up more than 30% year-on-year. Tires are the largest downstream product of natural rubber. The rise in rubber raw material prices directly affects the cost and revenue of the tire industry. According to statistics, since September, over 60 tire companies have concentrated on issuing more than 70 price hike letters, covering all categories of all-steel tires, semi-steel tires, and engineering tires. The price adjustment amplitude is generally between 2% and 5%, with some categories reaching up to 6%.

This is the fourth round of concentrated price hikes this year. Since March, more than 80 tire companies have issued price hike letters, with increases mostly between 2% and 5%, with some categories reaching up to 10% at most. Several tire companies stated that natural rubber, synthetic rubber, carbon black, and other core raw materials have risen to varying degrees this year. Coupled with crude oil price fluctuations pushing up petrochemical raw material costs, company pressure has increased. According to statistics from the China Rubber Industry Association, the sales revenue of 386 member enterprises increased by 5.64% in the first half of the year, but the total profit decreased by nearly 24% year-on-year. The situation of "revenue increases but profit does not" is quite typical.

6. Chery Automobile Apologizes

Recently, a 2023 OMODA 5 in Johor Bahru, Malaysia, tore the rear axle longitudinal arm while driving, and the rear axle along with two rear wheels detached directly from the body. Fortunately, no casualties were caused. After the incident attracted attention locally, the Malaysian Land Transport Authority (JPJ) announced a temporary freeze on the vehicle type approval (VTA) for the OMODA 5. Before the technical investigation was completed, this model could not be registered or sold as a new vehicle.

On the evening of October 11, Chery Automobile Co., Ltd. issued an apology statement. After investigation, this batch of vehicles may have insufficient weld strength at partial weld locations of the rear axle longitudinal arm, and there is a risk of weld seam tearing in extreme cases. This structure model had been discontinued prior to this. Chery Malaysia subsidiary cooperated with JPJ's relevant arrangements, and has initiated a recall for the affected 8,878 OMODA 5 models, inspected relevant parts, and replaced them for free depending on the situation. In the spirit of prudence, the company has initiated a risk special investigation for the same batch of OMODA 5 models in the domestic and related markets, and maintains positive communication with regulatory agencies. This investigation is a preventive active arrangement. Chery will announce it to society in a timely manner in a responsible manner based on the investigation results.

7. Musk Apologizes to Indian Super Tycoon

Recently, Elon Musk suddenly apologized to Indian super tycoon Mukesh Ambani on social media platforms, even respectfully calling Ambani "Indian Prime Minister". It turns out that Musk was using satire to mock Ambani, the head of India's largest private enterprise Reliance Industries. According to previous reports by US Bloomberg and other media, Musk has always longed to let his satellite communication product "Starlink" enter the Indian market, but has never been able to succeed. Musk therefore believes that industry oligopolists who monopolize the Indian telecommunications field are jointly blocking him, and thus points the finger at Ambani and Reliance Industries.

"Dear Prime Minister Ambani, please forgive my poor eyesight before, I didn't realize you are the true power holder of India." Musk satirized in his post released on the 10th: "I guess you prefer to maintain monopolistic exploitation of the vast Indian public, but can you consider allowing Starlink to participate in market competition?"

8. McLaren 750S to Discontinue Next Year

McLaren officially confirmed that its V8-powered supercar 750S will end production next year to pave the way for a new product matrix. The car debuted in 2023 and is a deep facelift successor to the legendary 720S. At the time of launch, it was the lightest version among McLaren production series cars. Currently, McLaren has opened the final order channel for the 750S. Counting from the debut of the 720S, this platform has completed nearly a decade of product cycle. According to plans, 750S will be phased out along with Artura and GTS in the next few years to make room for a new product lineup, which includes the highly anticipated SUV model.

This series of product adjustments occurred after the Abu Dhabi investment agency took control of McLaren, and is viewed as part of the brand's major expansion strategy. Earlier this year, the McLaren Special Operations (MSO) custom department has already launched the ultimate limited version 788HS of this platform, with the entire vehicle limited to 100 hardtop versions. There is also information stating that 200 units in total for hardtop and convertible versions combined, with a starting price of 450,000 GBP, as a finale work of this chassis.

1. “September Emas” Kehilangan Pesona, Jualan Runcit Kenderaan Penumpang Turun Lebih Luas

Data terkini yang diterbitkan oleh Perikatan Pasaran Kenderaan menunjukkan, jualan runcit kenderaan ringan di seluruh negara pada September ialah 1.618 juta unit, turun 28.0% berbanding tahun sebelumnya (YoY), dan naik 5.0% berbanding bulan lepas (MoM). Di mana, pasaran tenaga baharu mencatatkan jualan runcit 1.084 juta unit, turun 16.7% YoY, dan naik 7.8% MoM. Sepuluh teratas jualan runcit September, BYD berada di tangga teratas dengan 247,000 unit, manakala Geely dan Chery masing-masing berada di kedudukan kedua dan ketiga dengan 177,000 unit dan 86,000 unit. Seterusnya ialah Changan (82,000 unit), Leapmotor (78,000 unit), FAW-Volkswagen (77,000 unit), Tesla China (65,000 unit), SAIC-GM-Wuling (61,000 unit), FAW-Toyota (61,000 unit), dan SAIC-Volkswagen (59,000 unit). Dalam sepuluh teratas, Leapmotor mempunyai kadar peningkatan YoY tertinggi iaitu 30.8%, dan merupakan pengeluar tunggal yang mencatatkan pertumbuhan positif; FAW-Volkswagen pula mengalami penurunan tertinggi, turun 44.6% YoY.

Perikatan Pasaran Kenderaan menyatakan, pasaran kenderaan ringan pada September mempunyai lima ciri utama: Pertama, jumlah keseluruhan turun secara mendalam YoY dan pemulihan MoM terhad, pembezaan struktur membesar secara melampau, "penyusutan pesat kenderaan bahan api fosil dan kepimpinan ketahanan tenaga baharu" menjadi garis panduan utama, harga minyak tinggi mempercepatkan "penggantian petrol ke elektr"; Kedua, kenderaan bahan api fosil menyusut di semua sektor, jualan kenderaan bahan api fosil tulat hampir terkorban, model hibrid ringan relatif lebih tahan jatuh; Ketiga, kadar penetrasi tenaga baharu mencapai paras tertinggi baru, kadar penetrasi runcit 67.0% dan kadar penetrasi borong 65.4% sama-sama mencatat rekod sejarah, tetapi kadar pertumbuhan jauh lebih perlahan berbanding sebelum ini; Keempat, eksport melebihi keperluan domestik, sesetengah pengeluar kereta eksport melebihi 50%, bilangan pengeluar dengan eksport mewakili 70% daripada jumlah pengeluar bertambah dengan pantas, menjadi daya tumbang teras untuk memacu pertumbuhan pengeluar; Kelima, stok industri kekal rendah, pengedar lebih berhati-hati ketika membeli stok, secara umum memulihkan bahawa kesan musim puncak "September Emas, Oktober Perak" lebih lemah daripada tahun-tahun sebelumnya. Tetapi Perikatan Pasaran Kenderaan menekankan, penurunan semasa ini adalah fenomena fasa yang dipicu oleh gangguan dasar jangka pendek dan asas tinggi, bukan asas populariti kereta telah mencapai puncak, permintaan pembelian pertama di daerah bandar kecil masih mempunyai ruang yang luas.

2. SUV Baris Ketiga Besar Bermula Pembersihan

Pasar SUV Baris Ketiga Besar bergelut selama dua tahun, perlahan-lahan menuju ke hujung. Bermula 2025, SUV "5326" (panjang kereta kira-kira 5 meter, jarak roda kira-kira 3 meter, lebar kereta kira-kira 2 meter, enam kerusi/tujuh kerusi) mula berkumpul, antara itu terdapat banyak model SUV flagship besar panjang melebihi 5.2 meter. Hasil berkumpul pelancaran model baharu pasti persaingan homogen yang sengit, Li Bin Nio pernah berkata terus terang: "Bekalan SUV baris ketiga pasti lebihan." Pakar Persatuan Pengedaran Kenderaan China, Li Yanwei berpendapat, permintaan tahun sebenar pasaran ini sekitar 300,000-500,000 unit, tetapi keupayaan bekalan potensi keseluruhan sudah轻松 melebihi 1 juta unit, manakala yang boleh membina skala jualan bulanan stabil melebihi 3,000 unit dalam 12 bulan selepas pelancaran, dijangka tidak melebihi 8 model, pasaran akan memasuki kitaran pembersihan dari pertengahan hingga akhir 2026 sehingga awal 2027. Intensiti persaingan masa ini sudah boleh dibuktikan. Mengikut statistik tidak lengkap, sehingga kini pada 2025 sudah ada sekurang-kurangnya 36 model SUV baris ketiga besar dilancarkan atau ditukar model, julat harga dari julat 100,000 sehingga julat 600,000, peratusan tenaga baharu melebihi sembilan persepuluh.

Data menunjukkan, pada setengah tahun pertama 2026, jualan SUV Saiz Sederhana-Besar ialah 880,000 unit, naik 28% YoY; SUV Besar ialah 350,000 unit, naik 97% YoY, menjadi tinggi jualan terkecil dalam pasaran yang sedia ada. Tetapi faedah tidak merata. Sebagai contoh pada Ogos 2026, Nio ES8 (10,991 unit) dan AITO M9 (10,098 unit) adalah satu-satunya SUV Besar jualan bulanan melebihi 10,000 unit; Kelompok Kedua turun ke kedudukan 6,000 unit, termasuk BYD Tang (7,796 unit), Hua Jing S (7,306 unit), XPeng GX (7,002 unit), Nio ES9 (6,474 unit), Leapmotor D19 (6,034 unit) dan lain-lain. Kereta lain kebanyakannya di bawah 3,000 unit, malah ada 10 model jualan bulanan kurang daripada 1,000 unit, seperti VW Teramont Pro (454 unit), IM LS9 (625 unit), Voyah Tai Shan (274 unit), Hyundai Palisade (34 unit), Cadillac Escalade (13 unit) dan lain-lain. Lebih menarik dari ranking bulan tunggal ialah lengkung jualan selepas pelancaran model baharu. Kini hanya Nio ES8, AITO M9, Galaxy M9 dan beberapa model sangat sedikit sahaja yang mengekalkan output stabil jangka panjang, kebanyakannya kitar hayat kereta enam kerusi menunjukkan ciri "permulaan tinggi, kejatuhan rendah", banyak model dalam 3-6 bulan selepas pelancaran jualan hampir terkorban, tersepak dalam "lembah kematian kesan kereta baharu".

3. Jenama China "Berubah Tuan di Rumah Sendiri" di Pameran Kereta Paris

Pameran Kereta Paris yang berlegar bau petrol sepanjang 100 tahun, kini sedang menjadi pentas peralihan antara dua kerajaan automoten generasi lama dan baru. Sebelum tirai edisi ke-91 Pameran Kereta Paris dibuka, set data pelayaran yang diterbitkan sudah mengejutkan industri automoten global, 22 jenama kenderaan lengkap China menjejak ke pentas edisi pameran ini, nombor ini lebih daripada dua kali ganda jumlah edisi lepas 2024, malah melebihi jumlah jumlah jenama pelayar 10 buah tanah air Perancis dan 7 buah Jerman. BYD, Chery, Leapmotor, XPeng yang sudah站稳脚跟 di pasaran Eropah sebagai pelopor menanda tangan, Changan, Avatr, Li Auto yang sebelum ini tidak pernah muncul terbuka di Eropah sebagai wajah baru kali pertama membawa papan pameran ke hadapan penonton Paris, pengeluar kereta China sudah menjadi antara protagonis yang tidak boleh dipertikaikan di edisi pameran ini.

Sesetengah BMW, Porsche, Nissan dan pemain lama automoten tradisional secara berturut-turut mengumumkan tiada, di sebelah lain lebih 20 jenama China membawa model baharu padat masuk, menjadikan pameran sendiri pentas utama untuk memaparkan hasil globalisasi. Dalam pergerakan masuk dan keluar ini, menggambarkan pertukiban tertib lama dan baru industri automoten global. Data terkini pusat penyelidikan menunjukkan, pada suku kedua 2026, saiz pasaran jenama China di keseluruhan pasaran automoten Eropah sudah mencapai 10.7%, berbanding nombor 5.7% satu tahun lepas hampir berganda. Masa yang diperlukan Toyota, Honda dahulu hampir 10 tahun untuk mencapai kadar penetrasi pasaran ini, pengeluar kereta China hanya menggunakan kurang daripada separuh masa untuk menyelesaikan lompatan. Dalam saluran pam hybrid plug-in yang berkembang paling cepat, kelebihan jenama China semakin ketara, kini sudah mendapatkan lebih 26% daripada pasaran pam hybrid Eropah Barat, manakala hanya dua tahun lepas, nombor ini hanya 2.2%.

4. Debut Global Avatr T09

Model flagship baharu Avatr T09 versi konsep melengkapkan debut global di Paris, Perancis, versi pengeluaran dijangka dilancarkan tahun ini, harga jualan dijangka melebihi 500,000 Yuan. Bahagian luar, badan kenderaan bersudut, garisan lurus, sepenuhnya meninggalkan gaya sedan coupe sloping siri 11, 12. Gril hadapan menggunakan struktur relief 3D, disusun oleh 360 unsur logo jenama ketinggian berbeza; penutup enjin hadapan gaya ketam 2.1 meter persegi mengekalkan tonjolan bergaya pulau, menggabungkan rasa kekuatan dan ciri dinamik. Bahagian belakang dilengkapi lampu belakang kristal bersatu, pada sudut berbeza boleh memaparkan cahaya berbeza.

Kapsul dilengkapi skrin tiga bersatu, terdiri daripada skrin pembaris 10.25 inci, dua skrin 17.2 inci, menyokong fungsi sambungan sentuh NFC; Peranti interaktif "Vortex Emosi" boleh naik turun di atas konsol tengah, dilengkapkan 118 lampu LED RGB, boleh berhubung dengan lampu suasana keseluruhan kenderaan. Dari segi teknikal, kereta baru menggabungkan sumber tiga pihak Changan, Huawei, CATL, membawa teknologi pemanduan pintar Huawei Qiankun, kabin HarmonyOS dan teknologi kawalan pintar Taihang. Kuasa menggunakan enjin hibrid 2.0T + sistem pemacu elektrik 3 motor teragih, kuasa sistem keseluruhan melebihi 1,000 kuda kuasa, jarak bateri CLTC mencecah lebih 400km.

5. Lebih 60 Syarikat Tayar Mengeluarkan Notis Kenaikan Harga

Industri tayar menyambut gelombang kenaikan harga baharu. Tahun ini, harga getah terus naik, sehingga penutupan 9 Oktober, kontrak utama Getah Shanghai dilaporkan 20,600 Yuan/ton, tertinggi 9 tahun; purata harga tunai sekitar 19,700 Yuan/ton, naik lebih 30% YoY. Tayar adalah produk hiliran terbesar getah asli, kenaikan harga bahan mentah getah secara langsung menjejaskan kos dan hasil industri tayar. Mengikut statistik, sejak September sudah ada lebih 60 syarikat tayar secara berkumpul mengeluarkan lebih 70 notis kenaikan harga, meliputi tayar penuh baja, tayar separa baja, tayar kejuruteraan dan semua kategori, jumlah perubahan harga secara umum 2% hingga 5%, sesetengah kategori tertinggi mencecah 6%.

Ini adalah pusingan ke-empat kenaikan harga terkumpul dalam tahun ini. Sejak Mac, jumlah lebih 80 syarikat tayar mengeluarkan notis kenaikan harga, kadar kenaikan kebanyakan 2% hingga 5%, sesetengah kategori tertinggi mencecah 10%. Lebih banyak syarikat tayar menyatakan, getah asli, getah sintetik, arang hitam dan bahan mentah teras lain tahun ini semuanya muncul kenaikan dalam tahap berbeza, ditambah fluktuasi harga minyak mentah meningkatkan kos bahan mentah petrokimia, tekanan syarikat semakin berat. Mengikut statistik Persatuan Getah China, hasil jualan 386 syarikat ahli setengah tahun pertama tahun ini naik 5.64%, jumlah keuntungan tetapi turun hampir 24% YoY,处境 "jualan naik, keuntungan tidak naik" agak tipikal.

6. Chery Automobile Memohon Maaf

Baru-baru ini, di Iskandar Puteri, Johor, Malaysia, sebuah OMODA 5 model 2023 ketika memandu lengan gantungan belakang robek, paksi belakang bersama dua tayar belakang terus terlepas dari badan, syukurlah tiada mangsa. Insiden ini mencetuskan perhatian di lokasi, Jabatan Pengangkutan Jalan (JPJ) Malaysia mengumumkan seketika mengawet pengesahan model OMODA 5 (VTA), sebelum siasatan teknikal selesai, model ini tidak boleh didaftarkan atau dijual.

Malam 11 Oktober, Chery Automobile Co., Ltd. mengeluarkan penerangan memohon maaf, selepas siasatan, kenderaan batch ini mungkin terdapat lokasi pengkangan bahagian lengan gantungan belakang kekuatan pengkangan tidak mencukupi, dalam keadaan ekstrem terdapat risiko robekan lasan. Model struktur ini sebelum ini sudah dihentikan pengeluaran. Anak syarikat Malaysia Chery mengikut arrangement JPJ, sudah memulakan召回 8,878 unit OMODA 5 yang terjejas, melakukan pemeriksaan pada komponen berkaitan, dan bergantung keadaan menukar percuma. Berlandaskan prinsip berhati-hati, syarikat sudah memulakan pemeriksaan risiko khas batch OMODA 5 pasaran domestik dan berkaitan, dan mengekalkan komunikasi aktif dengan pengawal selia. Pemeriksaan kali ini adalah susun atur proaktif pencegahan, Chery akan berdasarkan hasil pemeriksaan, dengan sikap bertanggungjawab, segera mendedahkan kepada awam.

7. Musk "Memohon Maaf" kepada Hartawan India Terkaya

Baru-baru ini, Elon Musk secara tiba-tiba di platform media sosial memohon maaf kepada hartawan India terkaya Mukesh Ambani, malah memanggil Ambani dengan "Perdana Menteri India". Pada asalnya, Musk menggunakan cara sindiran untuk mengejek pemimpin syarikat swasta terbesar India, Reliance Industries. Mengikut laporan media Bloomberg Amerika Syarikat sebelum ini, Musk sentiasa berhasrat memasukkan produk komunikasi satelitnya "Starlink" ke pasaran India, tetapi sentiasa gagal. Musk kerana itu menganggap, oligarki industri yang menguasai bidang telekomunikasi India bersekongkol menghalangnya, dan seterusnya menuding Ambani dan Reliance Industries.

"Tuan Perdana Menteri Ambani yang dihormati, mohon maaf atas mata saya buta sebelum ini, tidak sedar anda adalah pemegang kuasa sebenar India." Musk menyindir dalam posting yang dia edarkan pada tarikh 10: "Pastinya anda lebih mahu mengekalkan eksploitasi monopoli ke atas rakyat India yang ramai, tetapi bolehkah anda mempertimbangkan membolehkan Starlink menyertai persaingan pasaran?"

8. McLaren 750S Tamat Pengeluaran Tahun Depan

McLaren mengesahkan rasmi, super kereta berkuasa V8 750S di bawahnya akan tamat pengeluaran tahun depan, menyediakan jalan untuk matriks produk baharu. Kereta ini muncul 2023, adalah model pengganti penambahbaikan mendalam kereta legendaris 720S, ketika pelancaran adalah versi paling ringan dalam siri pengeluaran McLaren. Kini McLaren sudah membuka saluran pesanan akhir 750S, dari pelancaran pertama 720S, platform ini sudah menyelesaikan kitaran produk hampir 10 tahun. Mengikut perancangan, 750S akan dikaitkan Artura, GTS secara beransur-ansur keluar pasaran dalam beberapa tahun akan datang, untuk mengosongkan ruang untuk senarai produk baharu, antara itu termasuk SUV yang ditunggu-tunggu.

Penyesuaian siri ini berlaku selepas pelabur Abu Dhabi menguasai McLaren, dianggap sebagai komponen strategi pengembangan jenama besar. Awal tahun ini, bahagian kustomisasi khas McLaren MSO sudah mengeluarkan versi terhad akhir platform ini 788HS, kereta lengkap terhad 100 unit atap keras, maklumat lain menyebut atap keras dan topi terbuka jumlah 200 unit, harga permulaan £450,000, sebagai karya penutup chassis ini.

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Source | Yuan Auto

Author | Pan Zhuolun

At 23:00 on October 11, Chery Motors Weibo official account released a statement, stating that its Malaysia subsidiary will launch a recall for 8,878 OMODA 5 vehicles.

"This batch of vehicles may have insufficient welding strength at local welding positions of the rear axle longitudinal arm, with a risk of weld seam tearing in extreme situations." Chery Motors stated in the statement.

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At the same time, Chery Motors also stated that it will conduct risk checks on domestic and related market batches of OMODA 5 vehicles. Domestically, the corresponding model for OMODA 5 is Chery OMODA, which was first launched in 2022, but is currently in a halted sales state. Data shows that the cumulative sales of this car domestically are within 50,000 units.

This time, Chery Motors' response speed after encountering the automotive quality "black swan" event was so rapid, it can be called industry "ceiling" level. After all, the rumored OMODA 5 "wheel loss" incident occurred on October 6, and the car company official apologized and launched a recall in less than a week, which can be considered fulfilling the "big factory responsibility" that car companies always hang on their lips.

But in this, there is a key "plot", which Chery Motors did not mention, but should not be ignored.

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According to reports by authoritative Malaysian media, right on the 5th day when OMODA 5 was exposed to have quality problems locally, at noon on October 11, the Malaysian Land Transport Authority stated through a spokesperson that it would suspend new car registration for Chery OMODA 5.

"All vehicles identified to have risks must be recalled, inspected, and necessary remedial measures taken. JPJ will conduct a technical review of Chery OMODA 5's production line, including relevant parts suppliers." Malaysian Land Transport Authority spokesperson Datuk Aedy Fadly Ramli stated.

Of course, it is not that without supervision from relevant Malaysian departments, Chery Motors would "lie flat", but the former suspension of OMODA 5 new car registration and a series of operations obviously will still bring stronger urgency to Chery Motors and its Malaysia subsidiary.

However, it needs to be noted that it is not excluded that the treatment plan of relevant Malaysian departments on Chery Motors this time has a certain "making an example" component. According to public data, the Malaysian Land Transport Authority rarely suspends new car registration for a certain car model due to passenger car safety accidents, and local media also stated that this handling plan for OMODA 5, "is a rare action of JPJ".

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According to data from the Malaysian Automotive Association, Chery as a Chinese brand has currently become a sales dark horse in the local car market. Starting from July 2023 when it returned to the Malaysian market, Chery's sales steadily increased, achieving over 30,000 units by 2025, ranking high in the overall passenger car market, while OMODA 5 is the main vehicle for Chery to fight for sales against the two local brands Proton and Perodua.

Regardless, from regulatory bodies to producing car companies, if they can explain the situation to consumers efficiently, transparently, and comprehensively after vehicle quality problems appear, regardless of where in the world, it is worth a fierce thumbs up. After all, each car is composed of tens of thousands or even over 100,000 parts, requiring car companies to guarantee that no quality issues occur in all vehicles leaving the factory is not realistic.

And from the consumer's point of view, car companies should at least respond quickly and disclose relevant specific details when vehicles are identified to have potential quality problems, especially those large-scale common quality problems, recall if it needs to be recalled, OTA if it needs to be OTA. Unfortunately, the reality is that car companies that can achieve the above level are few and far between, some even with an attitude of "not shedding tears until seeing the coffin".

To change this state, perhaps it is a method for relevant departments to vigorously increase supervision intensity.

Some images quoted from the network. If there is infringement, please inform for deletion.

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Sumber Tulisan | Source Auto

Pengarang | Pan Zhuolun

11 Oktober pukul 23:00, akaun rasmi Chery Automobile telah mengeluarkan pernyataan, menyatakan bahawa anak syarikat Malaysia mereka akan memulakan pemulangan bagi 8878 unit model OMODA 5.

"Kenderaan pada batch ini mungkin mempunyai kekuatan kimpalan yang tidak mencukupi pada lokasi kimpalan tertentu pada lengan longitudinal paksi belakang, dan dalam keadaan ekstrem terdapat risiko kimpalan terkoyak," menyatakan Chery Automobile dalam pernyataan tersebut.

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Sambil itu, Chery Automobile juga menyatakan akan melakukan pemeriksaan risiko terhadap model OMODA 5 yang berkaitan di pasaran domestik dan lain-lain. Di pasaran domestik, model seirama OMODA 5 ialah Chery OMODA, yang pertama kali dikeluarkan pada tahun 2022, tetapi kini telah berada dalam keadaan berhenti jualan. Data menunjukkan jumlah penjualan terkumpul model ini di pasaran domestik berada di bawah 50,000 unit.

Kes pantasannya Chery Automobile bertindak balas selepas mengalami insiden "angsa hitam" kualiti kereta ini, dikatakan berada pada tahap "langit-langit" industri. Bagaimanapun, kemalangan OMODA 5 yang tersebar di internet berlaku pada 6 Oktober, dan pihak pengendali kereta itu tidak sampai seminggu telah meminta maaf secara rasmi dan memulakan pemulangan, dianggap menepati janji "tanggungjawab syarikat besar" yang sering disebut.

Tetapi di sini, terdapat "alur" penting, Chery Automobile tidak menyebutnya, tetapi ia tidak sepatutnya diabaikan.

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Berikutan laporan media berikutan di Malaysia, pada tengah hari hari ke-5 selepas masalah kualiti OMODA 5 terdedah di negara itu, iaitu 11 Oktober, Lembaga Pengangkutan Darat Malaysia menyatakan melalui wakil bahawa pendaftaran kereta baharu Chery OMODA 5 akan dihentikan.

"Semua kenderaan yang dapat dikenal pasti mempunyai risiko mesti dipulangkan, diperiksa dan tindakan pembaikan yang perlu diambil. JPJ akan melakukan tinjauan teknikal terhadap garis pengeluaran Chery OMODA 5, termasuk pembekal komponen yang berkaitan." menyatakan wakil JPJ Datuk Aedy Fadly Ramli.

Walaupun begitu, ini bukan bermaksud tanpa pengawasan daripada pihak berkuasa Malaysia, Chery Automobile akan "berbaring", tetapi tindakan pertama seperti menghentikan pendaftaran kereta baharu OMODA 5 ini, jelas akan memberi lebih banyak keseriusan kepada Chery Automobile dan anak syarikat mereka di Malaysia.

Tetapi perlu diperhatikan, tidak mustahil bahawa tindakan pihak berkuasa Malaysia terhadap Chery Automobile ini mempunyai unsur "mengambil contoh". Berdasarkan maklumat terbuka, Lembaga Pengangkutan Darat Malaysia sangat jarang menghentikan pendaftaran kereta baharu model tertentu kerana insiden keselamatan kenderaan, dan terdapat media tempatan juga menyatakan tindakan terhadap OMODA 5 ini adalah "tindakan jarang dilakukan oleh JPJ".

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Selain itu, menurut data Persatuan Automotif Malaysia, Chery sebagai jenama China kini menjadi kuda hitam dalam pasaran kereta di negara itu. Sejak kembali ke pasaran Malaysia pada Julai 2023, jualan Chery meningkat secara stabil, pada tahun 2025 mencapai lebih daripada 30,000 unit, menduduki ranking yang tinggi dalam pasaran kereta penumpang secara keseluruhan, dan OMODA 5 adalah model utama Chery yang bersaing jualan dengan dua jenama tempatan Proton dan Perodua.

Apa pun cara, dari pihak berkuasa pengawalseliaan hingga pengeluar kereta, jika mereka boleh memberi penjelasan kepada pengguna secara cekap, telus dan komprehensif selepas masalah kualiti kenderaan berlaku, di mana-mana tempat di dunia, ia layak dipuji dengan kuat. Setiap kereta terdiri daripada ratusan ribu malah lebih daripada 100,000 bahagian, menuntut pengeluar kereta untuk memastikan semua kenderaan yang keluar kilang tidak mempunyai masalah, tidaklah realistik.

Dari sudut pengguna, pengeluar kereta sekurang-kurangnya harus bertindak balas dengan cepat dan mendedahkan keadaan khusus yang berkaitan apabila kenderaan dikenal pasti mempunyai masalah kualiti berpotensi, terutamanya masalah kualiti jenis umum berskala besar, jika perlu dipulangkan maka dipulangkan, jika perlu OTA maka OTA. Malangnya, realitinya hanya sedikit pengeluar kereta yang dapat mencapai tahap di atas, sebahagian malah mempunyai sikap "tidak menangis sehingga melihat jenazah".

Untuk mengubah keadaan ini, mungkin meningkatkan kekuatan pengawasan dengan keras oleh pihak berkuasa yang berkaitan adalah satu cara.

Sebahagian imej dipetik dari internet, jika ada hak cipta harap maklumkan untuk dipadam

[Chery Automobile Apologizes for Rear Axle Welding Hazards in Overseas Models] Recently, Chery Automobile released an "Explanation Regarding Issues with Malaysia OMODA 5 Vehicles," explaining the relevant issues and expressing apologies.

Regarding this rear axle welding hazard incident concerning Malaysia's OMODA 5, Chery's response was relatively timely. It was identified that the rear axle trailing arm weld strength was insufficient, carrying a risk of tearing in extreme situations. Nearly 8,900 vehicles were recalled locally at the first opportunity to cooperate with local regulatory handling; fortunately, no personnel were injured in this incident.

What is worth noting is that Chery simultaneously launched a special inspection for the same batch of Omoda in the domestic market. Although the involved model has been discontinued, proactively carrying out preventive inspection and not avoiding the issue is commendable.

In fact, quality issues in overseas markets can easily affect brand reputation, but proactively recalling and admitting problems turns the passive into the active, which is commendable. Of course, subsequent results depend on domestic inspection. If hazards are found, it is hoped that corresponding disposal plans can be provided quickly, giving a clear explanation to domestic car owners and safeguarding the product safety bottom line.

[Chery Automobile Memohon Maaf Berhubung Risiko Kimpalan Paksi Belakang Pada Model Luar Negara] Baru-baru ini, Chery Automobile mengeluarkan "Penjelasan Mengenai Masalah Kenderaan OMODA 5 Malaysia", menjelaskan masalah berkaitan dan menyatakan permohonan maaf.

Insiden risiko kimpalan paksi belakang pada OMODA 5 Malaysia kali ini, tindak balas Chery adalah agak tepat pada masanya. Didapati kekuatan jalur kimpalan lengan paksi belakang tidak mencukupi, dalam keadaan ekstrem ada risiko robekan, serta-merta menarik balik hampir 8,900 kenderaan di lokasi tersebut, bekerjasama dengan pihak berkuasa tempatan untuk mengendalikan, syukurlah tiada mangsa cedera dalam insiden ini.

Yang menjadi perhatian ialah, Chery serentak melancarkan pemeriksaan khas untuk Omoda dalam baki domestik yang sama. Walaupun model yang terlibat sudah berhenti pengeluaran, tetapi secara aktif menjalankan pemeriksaan preventif, tidak mengelakkan masalah, ini adalah perkara yang layak dipuji.

Hakikatnya, masalah kualiti pasaran luar negara, dengan mudah boleh menjejaskan reputasi jenama, tetapi menarik balik secara aktif dan mengakui masalah menukar keadaan pasif kepada aktif, layak dipuji. Tentunya kita perlu melihat hasil pemeriksaan dalam negara seterusnya, jika ditemui kekurangan, harap dapat memberikan pelan tindakan yang secepat mungkin, memberikan penjelasan yang jelas kepada pemilik kereta dalam negara, mempertahankan garis dasar keselamatan produk.