中大型新能源家轿分化提速，“双S现象”背后的市场拐点

Core Insights - The Fengxing Xinghai S7 achieved a remarkable sales growth of 358% quarter-on-quarter in Q2 2025, becoming the fastest-growing model in the mid-to-large new energy sedan segment, while the Xiaomi SU7 maintained its position as the best-selling mid-to-large pure electric sedan with nearly 80,000 units sold, indicating a significant market trend referred to as the "Double S phenomenon" in China's new energy sedan market [1][2][3] Market Performance - The Xinghai S7's sales surge highlights a shift in the mid-to-large new energy sedan market, where competition is intensifying and differentiation is becoming more pronounced [1][3] - The Xiaomi SU7 continues to dominate the market with a strong sales figure, reinforcing its status as a representative of market size [1] Product Design and Features - Both models exhibit a high degree of alignment with mainstream market demands, featuring innovative designs that blend traditional sedan aesthetics with modern elements [1] - The Xiaomi SU7 incorporates a sleek coupe-like design inspired by marine life, while the Xinghai S7 emphasizes a design philosophy that integrates natural elements, showcasing a balance of Eastern aesthetics and family-oriented appeal [1][2] Powertrain and Efficiency - The Xinghai S7 offers both pure electric and range-extended powertrain options, with the pure electric version achieving a range of 555 km and 650 km under CLTC conditions, while the range-extended version boasts a fuel consumption as low as 4.89L/100km and a total range exceeding 1200 km, addressing concerns for winter range anxiety and long-distance travel [2] User Experience and Space Utilization - The differentiation between the two models is further emphasized in their focus on user experience, with the Xiaomi SU7 highlighting technological features in its smart cockpit, whereas the Xinghai S7 prioritizes family usability through optimized space planning and comfort [2] - The Xinghai S7 achieves higher space utilization, particularly in rear headroom and legroom, compared to some competitors with coupe-like structures [2] Safety Features - Both models exceed industry safety standards, with the Xiaomi SU7 utilizing a mixed steel-aluminum body structure and the Xinghai S7 employing a composite body structure with 75% high-strength steel and advanced battery safety features, indicating a commitment to high safety standards [3] Market Trends - The rapid rise of the Xinghai S7 suggests a trend towards a more nuanced understanding of consumer needs in the mid-to-large new energy sedan market, moving beyond mere functional parameters to a deeper focus on user value and scenario adaptability [3]