XIAOMI(HK:01810) Xin Lang Cai Jing·2026-01-23 04:54Core Insights - The new generation Xiaomi SU7 has received strong market interest despite a price increase of 14,000 yuan, with over 100,000 orders accumulated since the pre-order began on January 7 [4][5]. Group 1: Market Response - Sales personnel reported significant customer inquiries and order volumes, with one store in a key Beijing shopping area exceeding 400 orders [2][3]. - In addition to Beijing, the new Xiaomi SU7 has also surpassed 100 orders in stores located in Shanghai and Wuhan [3]. Group 2: Production and Delivery Strategy - Xiaomi has shifted to a "current vehicle sales" model for existing SU7 models, ceasing personalized configuration to manage inventory effectively [4]. - The company has prioritized production capacity for the new SU7 to avoid previous delivery issues experienced with the Xiaomi YU7, which had delivery times exceeding one year [4]. Group 3: Marketing and Transparency - Xiaomi has initiated a marketing campaign three months ahead of the new SU7's expected launch in April, with CEO Lei Jun conducting multiple live broadcasts to promote the vehicle [5]. - The company aims to enhance market reputation by adopting transparent marketing practices, clearly stating technical specifications instead of vague descriptions [5]. Group 4: Future Goals and Product Line - Xiaomi has set a delivery target of 550,000 units for 2026, building on a cumulative delivery of 411,800 units in 2025, which exceeded the annual goal by 17% [6]. - The company plans to launch two new models in 2026, including the new generation SU7 and an unannounced YU7 ULTRA [6].