The Rise of Chinese Automakers: How Seres and Chery Are Reshaping Global Auto Markets

The global automotive and biotechnology landscapes are undergoing a seismic shift, driven by the strategic agility and revenue growth of Chinese companies like Chery Group and Seres Therapeutics. While Chery is redefining mobility through electrification and global expansion, Seres is pioneering microbiome-based therapies to address unmet medical needs. Together, these companies exemplify how strategic positioning in the "new mobility era"—encompassing both automotive and biotech innovation—can unlock unprecedented value.

Chery Group: Electrifying the Global Market

Chery Group has emerged as a titan in the automotive industry, leveraging its dual-track strategy of domestic and international growth. In 2025, Chery achieved a historic milestone by exporting 5 million vehicles, becoming the first Chinese brand to reach this level. Its Fortune Global 500 ranking rose 152 places to 233rd, with revenues of $59.69 billion. The company's 44% share of total sales in the first half of 2025 came from exports, with European markets seeing an 11-fold year-on-year sales surge.

Chery's Chery Super Hybrid (CSH) system, featuring a 44.5% thermal efficiency engine and 98.5% transmission efficiency DHT, has set new benchmarks for "worry-free" mobility. The CSH's 1,400 km combined range and "Guardian Battery" technology, tested in extreme conditions (submersion in seawater, high-altitude impacts), underscore Chery's commitment to safety and reliability.

Strategically, Chery is doubling down on localization. By partnering with Spanish automaker EV MOTORS to revive the historic EBRO brand, Chery has created jobs and tax revenue in Europe while tailoring products to regional needs. Its $1 billion investment in a Turkey plant and $1.5 billion Hong Kong IPO in Q3 2025 further signal its ambition to dominate global supply chains.

Investment Insight: Chery's aggressive electrification and localization strategy position it to capitalize on the $1.3 trillion global EV market. However, investors should monitor risks like geopolitical tensions and competition from Tesla and BYD.

Seres Therapeutics: Biotech's Breakthrough in Microbiome Therapeutics

Seres Therapeutics, a clinical-stage biotech firm, has transformed its financial fortunes in 2025. A $50 million payment from Nestlé Health Science for the sale of VOWST™—the first FDA-approved microbiome therapeutic—propelled Q1 2025 net income to $32.7 million, reversing a $32.9 million loss in Q1 2024. With $58.8 million in cash and a second $23.5 million installment expected in July 2025, Seres is poised to fund operations through Q1 2026.

The company's lead candidate, SER-155, has received Breakthrough Therapy and Fast Track designations from the FDA for reducing bloodstream infections in allogeneic stem cell transplant patients. A Phase 1b trial showed a 77% relative risk reduction in infections compared to placebo, with a favorable safety profile. Seres plans to submit a Phase II protocol in late 2025, aiming for an adaptive trial design with interim results in 12 months.

Strategic Expansion: Beyond allo-HSCT, Seres is exploring SER-155's potential in oncology (CAR-T recipients, neutropenia), liver disease, and ICU patients. Translational biomarker data suggesting gut barrier strengthening and immune homeostasis further validate its pipeline. The recent leadership transition to Co-CEOs Marella Thorell and Thomas DesRosier aims to stabilize operations amid a challenging biotech funding environment.

Investment Insight: While SER-155's success could unlock a $10+ billion market in transplant care, Seres faces high R&D risks typical of biotech. A partnership in Phase II could mitigate costs and accelerate commercialization.

The New Mobility Era: Convergence of Automotive and Biotech Innovation

The "new mobility era" is not just about electric vehicles or autonomous driving—it encompasses health-centric mobility. Chery's CSH technology ensures safer, longer journeys, while Seres' therapies protect vulnerable travelers (e.g., transplant patients). Both companies are leveraging AI and data-driven strategies: Chery with AiMOGA robots for intelligent mobility, and Seres with AI-powered biomarker analysis to refine drug development.

Data-Driven Strategy:
- Chery's $100 billion investment in NEV and AI technologies over five years.
- Seres's cost-cutting (R&D down 40% YoY) and partnership-seeking to optimize capital.

Conclusion: Strategic Positioning for Long-Term Value

Chery and Seres exemplify how strategic foresight—whether through localization, electrification, or microbiome innovation—can drive revenue growth in the new mobility era. For investors, Chery offers a high-growth, capital-efficient play in global automotive markets, while Seres represents a high-risk, high-reward bet on biotech's next frontier.

Actionable Advice:
- Chery: Monitor its Turkey plant's production ramp-up and Hong Kong IPO performance. Consider a long position if the stock trades at a discount to its EV/EBITDA multiple compared to peers.
- Seres: Watch for Phase II trial design announcements and partnership updates. A short-term hedge may be prudent due to stock volatility.

As these companies reshape their industries, they underscore a broader trend: the winners of the new mobility era will be those who integrate technology, localization, and human-centric innovation. For investors, the key lies in balancing exposure to disruptive growth with disciplined risk management.