AiMOGA & Chery Auto: Pioneering the AI-Driven Retail Revolution in Automotive

The automotive industry is on the cusp of a radical transformation, driven by the fusion of humanoid robotics and autonomous vehicle technology. At the forefront of this shift is AiMOGA, the robotics division of Chery Auto Group, which is redefining automotive retail through AI-driven automation. With over 220 humanoid robots deployed globally and partnerships spanning 3,000+ dealerships, AiMOGA is not just a tech player—it's a first-mover in a $50 billion market poised to explode by 2035. Here's why investors should take notice.

The Convergence of Retail Robotics and Autonomous Systems

AiMOGA's robots are not mere assistants; they are integrated intelligence platforms that combine Chery's autonomous driving expertise with advanced AI. For instance, the Aimoga robots deployed in Malaysian and Hong Kong dealerships (under the “Mornine” brand) use Chery's CheryGPT large language model and DeepSeek's open-source AI frameworks to perform tasks like guided vehicle demonstrations, real-time customer engagement, and inventory management. These robots leverage the same sensor fusion and motion control systems found in Chery's autonomous vehicles, creating a seamless human-robot-vehicle ecosystem.

This integration is critical. Automotive retail is a high-touch sector, and AiMOGA's robots reduce operational costs while enhancing customer experience. For dealerships, this means:
- 24/7 availability for inquiries and demos.
- Lead conversion boosts via personalized interactions.
- Workforce optimization, freeing human staff to focus on complex sales.

A Validated Commercial Model at Scale

AiMOGA's partnership with Chery has already passed the pilot phase, with 3,000+ dealerships globally now using its robots. The July 2025 Partnership Conference in Beijing, which drew 3,000 automotive retailers, underscored the model's appeal. Key metrics include:
- 15%+ increase in lead conversion rates in early adopter markets like Malaysia.
- 30% reduction in front-desk workload through automated FAQs and inventory tracking.
- A global rollout roadmap targeting shopping malls, service centers, and eventually households.

This scalability is underpinned by Chery's manufacturing prowess. The company's RMB100 million investment in 2024 enabled mass production of humanoid robots, with plans to expand into overseas markets by mid-2025. By contrast, competitors like Tesla's Optimus are still in early prototyping, giving AiMOGA a 12–18 month lead in commercial deployment.

The €50 Billion Market Opportunity

The global humanoid robotics market is projected to surpass €50 billion by 2035, growing at a 40% CAGR (2023–2034). Automotive retail is just the beginning. AiMOGA's robots are being tested for disaster response, healthcare, and education—sectors that demand the same mobility and AI capabilities.

Why OMODA&JAECOO Is the Investment Vehicle

AiMOGA operates under the OMODA&JAECOO brand, which also markets Chery's electric and hybrid vehicles. This dual focus on AI robotics and EVs creates a powerful synergy:
- Cross-selling opportunities: Dealers using AiMOGA robots can upsell EVs while demonstrating the brand's tech leadership.
- Supply chain efficiency: Chery's automotive supply chain supports both robot and EV production, reducing costs.
- Valuation upside: As robotics adoption accelerates, OMODA&JAECOO's revenue streams could diversify beyond traditional automotive sales.

Risks and Competitive Landscape

The biggest threat is competition from giants like Tesla, Toyota, and XPENG, which are investing heavily in robotics. However, AiMOGA's first-mover advantage and open-source partnerships (e.g., DeepSeek's MIT-licensed models) provide a buffer. Technical risks, such as robots failing in unstructured environments, are mitigated by AiMOGA's real-world testing and iterative AI training.

Investment Thesis

OMODA&JAECOO represents a rare opportunity to bet on two converging megatrends: the EV revolution and AI-driven automation. With a scalable robotics model, a 15-year AI head start, and a $50 billion addressable market, the company is positioned to dominate automotive retail—and beyond.

Recommendation: For investors focused on tech and automotive growth, OMODA&JAECOO warrants a buy rating. The stock's valuation remains undervalued relative to peers, and the robotics division's potential to unlock new revenue streams could catalyze a re-rating.

Conclusion

AiMOGA's partnership with Chery Auto is more than a tech play—it's a blueprint for the future of retail. By merging humanoid robotics with autonomous systems, the duo is capturing a market that's set to explode. For investors willing to look beyond today's headlines, OMODA&JAECOO is a ticket to a smarter, more automated world—one where robots don't just sell cars; they redefine how we interact with technology.

The race to dominate AI-driven automation is on. AiMOGA isn't just in the game—it's leading it.