余承东突然出手，不给雷军留活路

Core Insights - The competition between Xiaomi and Huawei has evolved from smartphone rivalry to a broader ecosystem and industry system contest, particularly in the new energy vehicle (NEV) sector [2][9] - Xiaomi recently celebrated the production of its 500,000th vehicle, achieving this milestone in just 602 days since the launch of its first model, the SU7, marking a record for global NEV companies [6][9] - Huawei's HarmonyOS Intelligent Mobility announced its own achievement of delivering over 1 million vehicles by November 2025, indicating a strong presence in the high-end market with an average transaction price of 390,000 yuan [10][12] Xiaomi's Achievements - Xiaomi's rapid growth in the NEV market is highlighted by the success of its SU7 and YU7 models, which have significantly impacted the domestic market [9][18] - The company has validated its entire vehicle manufacturing and sales system, gaining consumer recognition and entering a new phase of scale [6][9] Huawei's Achievements - Huawei's HarmonyOS Intelligent Mobility has positioned itself as a strong competitor in the high-end market, breaking the dominance of traditional luxury brands [10][12] - The average transaction price of 390,000 yuan for HarmonyOS vehicles indicates a shift in consumer perception, valuing technology and experience over mere cost [12][18] Competitive Dynamics - The rivalry between Xiaomi and Huawei is characterized by a series of announcements that showcase their respective achievements, fueling public interest and market competition [9][12] - Both companies have made significant strides in the NEV sector, with Xiaomi's rapid production and Huawei's strong market positioning leading to a reassessment of their competitive strategies by industry peers [9][10] Differentiated Strategies - Xiaomi adopts a self-research approach to vehicle manufacturing, integrating its consumer electronics success into the automotive sector, while Huawei focuses on ecosystem empowerment through partnerships with traditional automakers [16][18] - The contrasting strategies reflect their core strengths, with Xiaomi emphasizing efficiency and consumer accessibility, and Huawei leveraging its technological expertise in ICT [16][18] Future Outlook - The ongoing competition is expected to drive further advancements in the Chinese smart electric vehicle industry, with both companies facing unique challenges and opportunities [13][18] - The ultimate market choice between Xiaomi and Huawei's differing models will shape the future trajectory of the NEV sector [18]