小米YU7订单爆单，产业链有望受益

Investment Rating - The industry investment rating is maintained at "Neutral" [7] Core Insights - The launch of Xiaomi YU7 has seen a rapid surge in orders, indicating strong consumer recognition of Xiaomi's product capabilities and brand strength. This is expected to benefit companies within the Xiaomi automotive supply chain [2][7] - Xiaomi YU7's first-day order performance significantly exceeded that of its predecessor, SU7, marking a milestone for Xiaomi in the high-end automotive market. The vehicle's pricing and specifications position it competitively against major rivals like Model Y [7] - Xiaomi's unique ecosystem integration, including smart home connectivity and voice interaction capabilities, is anticipated to enhance the YU7's market appeal and drive sales growth [7] Summary by Sections Industry Overview - The report focuses on the automotive and components industry, particularly highlighting the impact of Xiaomi's new model YU7 on the market [4] Investment Recommendations - Recommended stocks to watch include: - Yinlun Machinery (002126, Buy) - Huayang Group (002906, Buy) - Huayu Automotive (600741, Buy) - Jingwei Hirain Technologies (688326, Buy) - Fuyao Glass (600660, Not Rated) - Top Group (601689, Buy) - Desay SV (002920, Buy) - Precision Forging Technology (300258, Buy) [2]