雷军到底抢了谁的生意？YU7主力用户为何都用苹果手机？

Core Insights - Xiaomi's Yu7 model has attracted a significant user base, with 52.4% of its users being iPhone owners, indicating a shift in target demographics compared to its previous model, Su7, which had a 40% female user base [1][4][21] - The Yu7 has achieved remarkable pre-sale success, with over 240,000 units locked in within 18 hours of launch, creating a notable impact on Xiaomi's stock price, which saw a 69% increase in 2025 [4][6][8] - The competitive landscape is shifting, with Xiaomi now ranking third among top internet companies by market capitalization, while traditional players like Baidu have fallen out of the top ten [6][8] User Demographics - The average age of Yu7 users is 33, with a predominant male user base, suggesting potential for further expansion into the female market [1][23] - The top three cities for Yu7 sales are Shanghai, Hangzhou, and Beijing, all of which have high GDP per capita, correlating with the high percentage of iPhone users in these areas [21][23] Sales Performance - The Yu7 model recorded impressive pre-order numbers, with 200,000 units reserved in just 3 minutes and 289,000 in one hour, showcasing strong market demand [4][10] - The vehicle's pricing ranges from 253,500 to 329,900 yuan, aligning with the purchasing power of its target demographic [10][23] Market Positioning - Xiaomi's strategy includes optimizing compatibility with the iOS ecosystem, which has successfully attracted a significant number of Apple users, highlighting a shift from its previous focus on Xiaomi phone users [4][21][24] - The company aims to enhance user experience for iPhone owners by integrating features like CarPlay and improving Bluetooth connectivity, which may contribute to its competitive edge [21][23] Production and Delivery Challenges - The Yu7 has a long delivery timeline, with estimates ranging from 10 to 15 months, raising concerns among pre-order customers about potential delays and associated costs [16][17][20] - Xiaomi's production capacity is under pressure as it balances orders for both the Yu7 and the previously popular Su7, with a projected annual capacity of 300,000 vehicles across its two factories [20][21]