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小米汽车开始卖「皮肤」
XIAOMIXIAOMI(HK:01810) 3 6 Ke·2025-09-26 08:33

Core Viewpoint - Xiaomi is entering a "customization era" for its automotive division, aiming to offer personalized services that enhance the emotional value and identity associated with car ownership [2][5][9] Customization Strategy - Xiaomi has introduced a personalized customization service for its Yu7 model, adding five new color options to the initial nine, and plans to design 100 paint colors in collaboration with BASF and PPG over the next three years [2][3] - The customization service will initially operate on a trial basis, allowing a maximum of 40 customized vehicles per month, specifically for the Yu7 Max and SU7 Ultra models [3] Market Positioning - Xiaomi's approach to customization is positioned within the 300,000 to 600,000 RMB price range, aiming to redefine industry narratives rather than merely offering additional color choices [5][9] - The emotional appeal of Xiaomi vehicles, likened to luxury cars, is a significant factor in attracting consumers, with the design evoking feelings associated with high-end brands like Porsche [5][6] Consumer Experience - The customization service allows consumers to create a unique "luxury version" of their vehicle, enhancing the perceived value and experience of ownership [6] - Xiaomi's strategy leverages a "value misalignment" concept, where consumers feel they are receiving a luxury experience at a more affordable price point [6] Competitive Landscape - Unlike Tesla, which prioritizes production efficiency over customization, Xiaomi's model allows for a more personalized experience, even if it comes at a higher price [7] - The drive for symbolic consumption may surpass functional needs, indicating a shift in consumer preferences towards personalized luxury [8] Challenges Ahead - Xiaomi faces significant challenges in executing its customization strategy, including supply chain flexibility, balancing scale with personalization, and managing customer service expectations [8] - The success of this initiative will test Xiaomi's production capabilities and could redefine the boundaries of traditional automotive manufacturing [9]