Core Insights - Xiaomi's YU7 model achieved sales of 37,869 units in January, ranking first in the national passenger car retail sales, despite a slight month-on-month decline from December [2][9] - The YU7 is positioned as a "family smart flagship SUV" and is Xiaomi's second mass-produced vehicle, following the SU7 [5] - The overall domestic passenger car market saw significant changes in January, with nearly half of the top 20 models being new energy vehicles, while traditional brands maintained stable market shares [6] Sales Performance - The YU7's sales in January were slightly down compared to December, indicating a solidified position in the mid-to-large SUV segment [9] - In December 2025, the YU7 ranked third in retail sales with 39,089 units, trailing only the Tesla Model Y and BYD Qin PLUS [6] Market Context - January is typically a slow season for the automotive market, with many companies pushing for annual targets in December, leading to a release of pent-up demand [9] - The YU7's performance amidst a backdrop of reduced subsidies and tax adjustments reflects its strong market presence [9] Future Outlook - Xiaomi's cumulative delivery volume approached 600,000 units by early February, with a target of 550,000 units for 2026 and over 410,000 units for 2025, exceeding previous plans [9] - The company plans to launch a new generation of the SU7 in April 2024, with a starting price of 229,900 yuan, and has already opened pre-orders [9] Competitive Landscape - The YU7 competes directly with models like Tesla's Model Y and Li Auto's L series in the mid-to-large SUV market [5] - Tesla's Model Y saw a significant drop in sales in January, with only 16,845 units sold, ranking 20th [6]
小米YU7登顶1月国内乘用车零售量排行榜