投资界·2024-04-12 05:48Core Insights - The ongoing competition between Xiaomi and Huawei in the electric vehicle market is intensifying, particularly with the launch of Xiaomi's SU7 and Huawei's智界S7, leading to strategic marketing maneuvers and price adjustments [1][2][3] Group 1: Product Launch and Features - Xiaomi's SU7 is priced between 215,900 and 299,900 yuan, featuring two types of phone holders priced at 149 yuan and 99 yuan respectively [1] - Huawei's智界S7 has seen price reductions, with the智界S7 Max dropping from 289,800 yuan to 269,800 yuan, and the智界S7 Max RS from 349,800 yuan to 329,800 yuan [1] - The智界S7's production capacity issues have led to low sales figures, with only 784 units sold in December 2022 and 604 and 794 units in January and February 2023 respectively [1][2] Group 2: Market Strategy and Competition - Both companies are focusing on enhancing delivery capabilities, with Xiaomi planning to expedite the delivery of the SU7 from late April to late May [2] - The competition is not limited to Xiaomi and Huawei; other companies like NIO and Li Auto are also preparing to launch new models targeting similar price ranges, indicating a broader competitive landscape [4] - The introduction of the SU7 has shifted the competitive focus in the electric vehicle market, with traditional luxury brands (BBA) experiencing a resurgence in sales due to price reductions [4][5] Group 3: Industry Trends and Implications - The price war among new energy vehicle manufacturers is escalating, with significant price cuts observed across various models, including the问界M7 and小鹏G6 [5] - Tesla has also been affected by this competitive environment, reporting a decline in deliveries for the first quarter of 2023, marking a significant drop since Q3 2022 [5] - The competitive dynamics suggest that the electric vehicle market will continue to see aggressive pricing strategies and marketing efforts as companies vie for market share [4][5]