Core Viewpoint - Xiaomi's entry into the automotive market with the SU7 signifies a step forward, but the company faces significant challenges ahead, including public scrutiny over safety incidents and marketing claims [1][3][10] Group 1: Automotive Challenges - A recent traffic accident involving a Xiaomi vehicle has led to ongoing public criticism and scrutiny regarding the company's marketing practices, particularly concerning the carbon fiber hood of the SU7 Ultra [3][4] - The company issued an apology for misleading information regarding the hood's features, offering compensation that has not satisfied affected customers, leading to demands for refunds [3][4] - Xiaomi's automotive sales have reportedly declined for three consecutive weeks, indicating potential struggles in the competitive electric vehicle market [9] Group 2: Leadership and Strategic Focus - Founder Lei Jun has acknowledged the need for a balanced allocation of his attention between the smartphone and automotive sectors, as both face intense competition [1][9] - The company has committed to significant R&D investments, with over 100 billion yuan planned over five years, emphasizing the importance of technology in addressing public concerns [6][8] - Lei Jun's personal brand is closely tied to Xiaomi, and as competition intensifies, he may need to reconsider the extent of his involvement in various projects [2] Group 3: Market Performance - Xiaomi's stock price has fluctuated significantly, rising from a low of 15.36 HKD to a high of 59.45 HKD, but has recently faced volatility due to automotive issues [1] - In the smartphone market, Xiaomi has regained the top position in China with a 19% market share, driven by a 40% year-on-year increase in shipments [9] - However, international smartphone sales have declined by approximately 8.7%, reflecting challenges in overseas markets [9]
手机业务江山难守、汽车业务屡遭挑战，雷军将如何规划优先级？
Di Yi Cai Jing·2025-05-16 10:14