雷军微博重新“营业”，YU7能否为小米翻盘？

Core Viewpoint - Lei Jun's recent statements indicate that Xiaomi is facing one of its most challenging periods since its inception, particularly following the serious accident involving the Xiaomi SU7, which has raised concerns about the reliability of its smart driving systems [1][8]. Group 1: Public Relations Strategy - Lei Jun's return to social media appears to be a strategic move to counter negative public sentiment by highlighting technological advancements and engaging with users [6]. - The upcoming launch of the self-developed 3nm chip "Xuanjie O1" and the first SUV model YU7 is seen as a critical opportunity for Xiaomi to shift focus away from recent controversies [1][14]. Group 2: Trust Crisis - The Xiaomi SU7 accident in March, which resulted in three fatalities, has severely impacted public trust, and the company has struggled to quell the ensuing backlash despite its strong fan base [8][10]. - Xiaomi's response to the accident has been criticized for lacking transparency, particularly regarding key issues like electronic lock failures and battery overheating mechanisms [10][11]. Group 3: Product Challenges - Following the accident, Xiaomi restricted the SU7 Ultra's horsepower through an OTA update, which contradicted its previous marketing claims and sparked further controversy among users [10]. - Allegations of false advertising regarding the SU7's carbon fiber components have led to public apologies from Xiaomi, but the company has faced demands for refunds and compensation from dissatisfied customers [11][13]. Group 4: Sales Impact - Negative public sentiment has begun to affect sales, with SU7 deliveries declining by 3.4% month-over-month in April, and some stores reporting a 15% cancellation rate [14]. - Xiaomi's stock price fell by 5% following Lei Jun's acknowledgment of the company's difficulties, reflecting investor concerns about the brand's ability to recover [14]. Group 5: Upcoming Product Significance - The Xuanjie O1 chip is positioned as a key element in Xiaomi's strategy to redefine its technological image, with expectations that breakthroughs in mobile chip technology will positively influence perceptions of its automotive capabilities [16][18]. - The YU7 SUV is anticipated to target the mid-to-high-end market, with sales projections potentially exceeding 200,000 units in its first year if it successfully replicates the SU7's success [20]. Group 6: Future Considerations - The success of the upcoming product launches hinges on addressing the existing trust crisis and ensuring that the new products meet market expectations without further incidents [21][23]. - The management of public sentiment and the effectiveness of Lei Jun's communication during the product launch will be critical in determining whether Xiaomi can recover from its current challenges [25][26].