18小时锁单24万台，“YU7现象”折射中国经济新预期

Core Insights - The Xiaomi YU7 electric SUV has achieved a remarkable milestone by securing over 240,000 orders within 18 hours of its launch, marking a significant event in the automotive industry [1][4][6] - The phenomenon surrounding the YU7 transcends mere product sales, reflecting broader trends in technological innovation, market potential, and consumer confidence in China's economic future [3][10] Group 1: Sales Performance - The YU7 was launched on June 26, and within just 3 minutes, it received 200,000 pre-orders, ultimately surpassing 240,000 orders in 18 hours, setting a new global record in the automotive industry [4][6] - During the first 72 hours post-launch, the average order volume per store across 335 Xiaomi automotive outlets was between 800 to 900 units, with a lock-in rate of 75% to 80% [6][10] Group 2: Consumer Engagement - The YU7 has sparked significant consumer enthusiasm, with reports of some stores experiencing up to 800 test drive appointments in a single day, indicating high demand and interest [6][10] - The average age of customers placing orders for the YU7 is 33 years, with 30% being female and 52.4% being Apple users, showcasing a diverse consumer base [10][12] Group 3: Industry Impact - The success of the YU7 has prompted other electric vehicle manufacturers to offer incentives for customers to switch from competing brands, indicating a competitive response within the industry [7][10] - Tesla has responded to the YU7's launch by upgrading its Model 3 and Model Y vehicles in China, suggesting that the YU7's success has influenced market dynamics [7][10] Group 4: Economic Implications - The YU7's sales reflect a broader trend of consumer optimism and willingness to invest in innovative products, which is crucial for stimulating domestic demand in China's economy [12][14] - The automotive sector accounts for approximately 10% of Chinese household consumption, making it a vital area for economic growth and development [13][14] Group 5: Innovation and Market Dynamics - Xiaomi's approach with the YU7 emphasizes quality and innovation over low pricing, positioning it as a model for high-quality development in the automotive industry [13][14] - The YU7's pricing strategy, starting at over 250,000 yuan, challenges the traditional dominance of luxury brands in this price segment, indicating a shift in consumer preferences towards innovative domestic electric vehicles [12][14]