Group 1 - The core viewpoint of the article indicates that the domestic automotive market in China has continued to cool down after the long holiday, aligning with past trends [1] - Xiaomi's automotive division has faced negative consumer sentiment due to reported safety incidents, leading to a decline in weekly order volume from an average of 5,500 units in September to approximately 4,000 units last week [1] - The report suggests that Xiaomi may need to consider promotional activities and improve vehicle design to enhance safety [1] Group 2 - From an industry perspective, it is anticipated that automakers will use their own funds to cover the full tax incentives available to consumers until the end of the first quarter of next year, as regulatory bodies are expected to halve these incentives next year [1] - This situation may create temporary pressure on the free cash flow of automotive companies [1]
里昂:小米集团-W(01810)上周汽车销量下跌 或需要考虑促销