Core Viewpoint - Xiaomi's automotive division is projected to achieve profitability in the third and fourth quarters of this year, a significant milestone considering its rapid growth and current market dynamics [6][10]. Group 1: Company Performance - Xiaomi's automotive business reported a gross margin increase from 12.6% in 2024 to 23.2%, surpassing traditional and luxury brands as well as other new energy vehicle manufacturers [9]. - The average loss per vehicle for Xiaomi has decreased significantly from 45,000 yuan in 2024 to approximately 6,500 yuan, indicating improved operational efficiency [10]. - In May, Xiaomi delivered over 28,000 vehicles, showcasing strong demand despite recent controversies [6][10]. Group 2: Market Comparison - Competitors such as Zeekr, Leap Motor, and NIO have reported higher delivery numbers, but they offer multiple models, while Xiaomi currently has only one model, the SU7 [7]. - The timeline for profitability among new energy vehicle manufacturers shows that Xiaomi could become the fastest to achieve this milestone, potentially outperforming Tesla and other competitors [12]. Group 3: Future Prospects - The upcoming launch of the Xiaomi YU7 is expected to attract significant interest, with early data indicating a threefold increase in user registrations compared to the SU7 [12]. - If the YU7 performs similarly to the SU7, it could potentially exceed monthly sales of 50,000 units, positioning it as a strong contender in the SUV market [13].
雷军虽然会被网络鸡汤洗脑,但小米汽车可能真会被人“仰望”