小米汽车，下滑超20%

Group 1 - Xiaomi Auto reported a delivery volume of over 39,000 units in January 2026, a decline of over 20% compared to the record high of over 50,000 units in December 2025 [1] - The decline in January deliveries is attributed to the discontinuation of the first-generation SU7 model, with the production line currently preparing for the new generation SU7 [1] - Xiaomi's founder and CEO Lei Jun announced that the new generation SU7 is set to launch soon, with the current deliveries focused on the YU7 model [2] Group 2 - The new generation SU7 is available for pre-order with three versions priced at 229,900 yuan, 259,900 yuan, and 309,900 yuan, reflecting price increases of 14,000 yuan and 10,000 yuan for the standard and Pro versions respectively compared to the old model [2] - Xiaomi Auto has introduced financing options for the YU7, including a "7-year low interest" plan and a "3-year 0 interest" option, with down payments starting at 74,900 yuan and monthly payments as low as 1,961 yuan [2] - As of January 31, 2026, Xiaomi Auto has expanded its presence to 484 stores across 139 cities, with plans to add 6 more stores in February 2026 [2] Group 3 - Two recent fire incidents involving Xiaomi vehicles have raised concerns, with one incident occurring during a parked state and another during normal driving conditions, both of which were extinguished without injuries [3] - The stock price of Xiaomi Group has been on a downward trend since late September 2025, with a 4-month decline exceeding 40%, closing at 35.5 HKD per share on January 30, 2026 [4]