不想被电车背刺的人，都去抢小米YU7了

Core Insights - Xiaomi's first SUV, the YU7, has been officially launched with a starting price of 253,500 yuan, leading to significant demand and pressure on the company's app servers [1] - The production capacity for the YU7 is planned to be between 120,000 to 150,000 units for this year, which is the maximum capacity for the first and second phases of the Beijing factory [1] - The YU7 is expected to have a larger market demand compared to the previous model, the SU7, due to its focus on family usage [7] Production and Sales - The YU7's production capacity is limited to 120,000-150,000 units for the year, while the first phase of the factory is designed for 150,000 units annually and the second phase for 300,000 units, expected to start production in the second half of the year [1] - The SU7 has been experiencing a supply shortage, with monthly production not exceeding 10,000 units, leading to a thriving secondary market where used SU7s are sold at prices 10,000-20,000 yuan above the official price [4][5] - Xiaomi's sales target for 2025 is set at 350,000 units, requiring an average monthly delivery of approximately 29,000 units, but the company has lagged behind this target in the first five months of the year [8] Market Dynamics - The secondary market for the SU7 has shown strong performance, with used models retaining high value, indicating a robust resale market [6][7] - The introduction of anti-speculation measures for the YU7 aims to deter scalpers, which could stabilize the market and ensure fair access for genuine buyers [7] - Despite challenges, Xiaomi's weekly new orders have remained stable, with figures around 5,000-7,000 per week, indicating ongoing demand [12] Competitive Landscape - The YU7 faces competition from models like the Tesla Model Y, XPeng G7, Li Auto i8, and NIO L9, which are expected to launch soon [14] - The market's response to the YU7 will be crucial for Xiaomi to regain momentum after recent setbacks, including issues with the SU7 Ultra model [10][12]