雷军最新发声。 7月2日，小米创始人、董事长兼CEO雷军举行返场直播。 对于市场质疑YU7的订单"都是SU7的用户转的YU7"，雷军在直播中表示，SU7和SU7 Ultra转单数量不足 YU7总订单数的15%，"这个数比我们想象中少了很多，我对YU7的产品力和口碑也有了更强的信心。" 对于为什么没有公布24小时锁单数字，雷军回应称， "18小时不可撤销锁单就达到了24万单，到了24小 时我说我们就不公布了，省得各种讨论质疑，完全没必要。" 同时，雷军还透露了YU7的用户画像。雷军表示，小米YU7车主的平均年龄约为33岁，比SU7略大，女性 车主的比例也比SU7更大。同时，小米YU7车主中，苹果iPhone的用户占到了52%以上，比SU7的比例大 了4%左右。 由于YU7订单"爆单"，目前，小米汽车订购数据显示，YU7标准版锁单后预计交付时间已经排到58周以 后，有市场消息称，多家车企推出"截胡"小米YU7订单的策略。 对于小米YU7上线即爆单的情况，雷军表示，"看到（三分钟）大定数据的第一时间我都愣住了，看了好 几遍才跟现场的人分享。三分钟大定20万单，一小时大定28.9万单，这个数字绝对创造了中国汽车工业的 ...

今日晚间，小米董事长雷军开启返场直播，详细介绍了小米YU7的订单、交付情况，并回应网友提问。 针对网友提问的小米会出红米汽车吗的问题，雷军表示，我们确实是没有这样的打算。(新浪财经) ...

雷军：小米汽车大概2027年才会考虑出口 智通财经7月2日电，小米创办人、董事长兼CEO雷军7月2日晚在直播间透露，小米汽车目前国内排队的 人实在太多，所以这两年先优先把国内的交付问题解决以后，大概2027年才会考虑出口。 ...

小米创办人、董事长兼CEO雷军：将从2027年开始考虑在中国以外地区销售汽车。 ...

Market Overview - On July 2, the Hang Seng Index rose by 0.62%, closing at 24,221.41 points, with a net inflow of HKD 5.036 billion through the southbound trading channel [1] - The total trading volume for the southbound trading was HKD 128.967 billion, with a net buy of HKD 5.036 billion [1] Southbound Trading Details - The Shanghai Stock Exchange's southbound trading had a total transaction amount of HKD 81.984 billion, with a net buy of HKD 1.279 billion [1] - The Shenzhen Stock Exchange's southbound trading had a total transaction amount of HKD 46.983 billion, with a net buy of HKD 3.757 billion [1] Active Stocks - In the Shanghai Stock Exchange's southbound trading, Alibaba-W had the highest transaction amount at HKD 3.170 billion, followed by Chongqing Iron & Steel and Xiaomi Group-W with transaction amounts of HKD 2.929 billion and HKD 2.827 billion, respectively [1] - In terms of net buy amounts, the Yingfu Fund led with a net buy of HKD 1.674 billion, while Alibaba-W had the highest net sell amount at HKD 788 million, closing down by 0.36% [1] Shenzhen Stock Exchange Active Stocks - In the Shenzhen Stock Exchange's southbound trading, Alibaba-W also topped the transaction amount at HKD 2.407 billion, followed by Tencent Holdings and Xiaomi Group-W with transaction amounts of HKD 1.589 billion and HKD 1.582 billion, respectively [2] - The stock with the highest net buy was Innovent Biologics, with a net buy of HKD 651 million, closing up by 1.15%, while Alibaba-W had the highest net sell amount at HKD 945 million, also closing down by 0.36% [2]

| 代码 | 简称 | 成交金额（万港元） | 成交净买入（万港元） | 今日涨跌幅（%） | | --- | --- | --- | --- | --- | | 02800 | 盈富基金 | 168930.04 | 167445.82 | 0.49 | | 01801 | 信达生物 | 107997.43 | 65111.55 | 1.15 | | 03690 | 美团-W | 297605.60 | 33808.84 | 0.56 | | 00981 | 中芯国际 | 327427.12 | 31778.77 | -2.57 | | 01053 | 重庆钢铁股份 | 372082.05 | 14480.05 | 91.11 | | 09992 | 泡泡玛特 | 72452.38 | 12269.52 | -3.15 | | 01530 | 三生制药 | 93771.70 | 10950.80 | 2.54 | | 00314 | 思派健康 | 167450.55 | 8001.87 | 8.62 | | 01788 | 国泰君安国际 | 287269.20 | -48.58 | 0.87 | | 0093 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies within it [27]. Core Insights - The NEV sector in China is experiencing intense competition, with performance among major manufacturers becoming increasingly divergent. The focus is expected to shift from price wars to quality and service upgrades as regulatory scrutiny tightens [8][16]. - BYD's June sales reached 383,000 units, a 12% year-on-year increase, while Geely sold 236,000 units, up 42% year-on-year. Both companies are adjusting their annual targets upwards due to strong first-half performance [9][10]. - Leapmotor achieved record sales of 48,000 units in June, marking a 139% year-on-year increase, while Li Auto and Xiaomi saw month-on-month declines in sales [11][14]. - NIO's wholesale sales were 25,000 units in June, reflecting an 18% year-on-year increase, but the company faces challenges from competitors in the same price segment [15][16]. Summary by Sections Sales Performance - BYD's first-half sales totaled 2.146 million units, achieving 39% of its annual target, while Geely's first-half sales reached 1.409 million units, with 47% of its revised target already met [9][10]. - Leapmotor's cumulative deliveries for the first half were 222,000 units, and it is expected to maintain strong sales momentum with new product launches [11]. - Li Auto's June deliveries were 36,000 units, down 24% year-on-year, while XPeng delivered 35,000 units, marking a 224% year-on-year increase [13][14]. Market Dynamics - The report highlights a shift in competition dynamics, with companies focusing on service upgrades and technological advancements rather than aggressive pricing strategies due to regulatory pressures [8][16]. - The performance of various brands indicates a competitive landscape where established players like BYD and Geely are facing challenges from emerging brands like Leapmotor and NIO [15][16]. Future Outlook - The second half of the year is expected to see continued volatility in sales as new models are launched and companies adapt to stricter regulations. Brands that can offer better value and brand equity are likely to outperform [16].

在7月2日晚间的直播活动中，雷军谈到发布YU7的心路历程： 雷军在直播中回应了关于YU7大定数据的质疑："当时发布了大定数据后，我们受到了大量的质疑，有 人说是可退的。所谓的'犹豫期'看上去有点故弄玄虚，其实是所有车厂都在采用的方式。因此，我们大 定量的统计口径和所有车企都是一样的。" 雷军还补充说："在发布大定量后，我们索性就发布了锁单量的数据。结果还是有很多人质疑，说SU7 是可以转单的。在这里我告诉大家，小米SU7、SU7 Ultra转单数不足YU7总订单数的15%。" 雷军称24小时锁单量没必要公布了 对于为什么没有公布24小时锁单数字，雷军回应称，"18小时不可撤销锁单就达到了24万单，到了24小 时我说我们就不公布了，省得各种讨论质疑，完全没必要。" 雷军回应YU7锁单量成绩："实话实说，这段时间我也在问我自己，问同事，为啥，因为也超出了我的 想象。这款车卖的这么好，最最重要的是产品定位精准，产品力超强。" 雷军再谈YU7定价 雷军再谈YU7定价有没有纠结："我们在发布会前一天彩排，大家对了一下，五分钟就定下来了。过程 中也有小担心，觉得过了25万消费者能不能接受。我觉得我们产品力很强，在质量安全 ...

Core Insights - The article discusses the distribution of China's wealthiest entrepreneurs based on the "2025 New Fortune 500 Rich List," highlighting the top individuals and their respective net worths, as well as the geographical concentration of wealth among these entrepreneurs [3][8]. Distribution of Wealth by Province - Guangdong leads with 96 entrepreneurs on the list, followed by Zhejiang with 76, and Beijing with 70 [10][11]. - The total wealth of the top entrepreneurs from Guangdong is 29,855 billion yuan, while Zhejiang's total is 24,614 billion yuan, and Beijing's is 21,996 billion yuan [13]. Top Entrepreneurs - The top ten wealthiest individuals in 2025 include: 1. Zhang Yiming (ByteDance) - 4,815.7 billion yuan 2. Zhong Shanshan (Nongfu Spring) - 3,624.1 billion yuan 3. Ma Huateng (Tencent) - 3,067.1 billion yuan 4. Huang Zheng (Pinduoduo) - 3,057.4 billion yuan 5. Zeng Yuqun (CATL) - 2,726.8 billion yuan 6. Lei Jun (Xiaomi) - 1,025.3 billion yuan 7. Jack Ma (Alibaba) - 1,999.9 billion yuan 8. He Xiangjian (Midea) - 1,885.7 billion yuan 9. Ding Lei (NetEase) - 1,853.1 billion yuan 10. Liang Wenfeng (DeepSeek) - 1,846.2 billion yuan [7][8]. City Distribution of Entrepreneurs - Beijing has the highest number of entrepreneurs at 70, followed by Shanghai with 64, and Shenzhen with 58 [6][12]. - The wealthiest individuals in Guangzhou include: - Lv Xiangyang (Rongjie Group) - 1,134 billion yuan - Xu Yangtian (SHEIN) - 810 billion yuan - Chen Zebin Family (Libai Group) - 610 billion yuan [16][17][18]. Wealth Concentration in Guangzhou - The total wealth of the 18 entrepreneurs from Guangzhou is 4,995.6 billion yuan, with significant contributions from various districts [21]. - The industries represented by these entrepreneurs include manufacturing, e-commerce, retail, and investment [21].

雷军：小米SU7和SU7 Ultra转订YU7占比不足15% 金十数据7月2日讯，小米创办人、董事长兼CEO雷军在直播间回应YU7大定争议时表示，小米SU7和 SU7 Ultra转订YU7的订单，占YU7总订单数不足15%。 （界面） ...