Sou Hu Cai Jing·2026-01-10 13:46Core Viewpoint - Xiaomi's SU7 has surpassed Tesla's Model 3 in monthly deliveries for the first time, marking a significant shift in the electric vehicle market dynamics and indicating that domestic electric vehicles are now competing head-to-head with global giants [1][3]. Group 1: Sales Performance - In December 2024, Xiaomi's SU7 achieved a monthly delivery of 25,815 units, surpassing Tesla's Model 3, which delivered 21,046 units [1]. - The SU7 has accumulated over 130,000 deliveries within nine months of its launch, exceeding its annual target ahead of schedule [3]. - The sales trajectory shows that the SU7 has rapidly climbed from a position of chasing to overtaking, with a consistent increase in sales over the past six months, while Model 3 sales have been declining [3]. Group 2: Competitive Strategy - Xiaomi's pricing strategy positions the SU7 in the 239,900 to 299,900 yuan range, effectively targeting Tesla's pricing "dead zone" where Model 3 cannot significantly reduce prices [5]. - The integration of Xiaomi's smart ecosystem, which connects smartphones, tablets, and home devices with the vehicle, offers a superior user experience compared to Tesla's offerings [5]. - Xiaomi has leveraged its established service network from the smartphone era to enhance customer satisfaction in the automotive sector, providing faster and more localized service compared to Tesla [5]. Group 3: Supply Chain and Technology - Xiaomi has developed its own electric motor, achieving high efficiency and performance while keeping costs manageable, allowing the SU7 to compete closely with Model 3 in acceleration [7]. - The CTB (cell-to-body) battery technology used in the SU7 provides structural integration that enhances vehicle strength, increases interior space, and reduces costs, enabling a luxury configuration and long range at a competitive price point [7].