Group 1 - Xiaomi's first SUV, the YU7, was officially launched on June 26, with over 200,000 orders within 3 minutes and 289,000 orders within 1 hour, indicating strong consumer recognition of domestic brands and marking a significant milestone for mid-to-high-end domestic vehicles [3][11]. - In the first five months of 2025, China's automobile production reached 12.826 million units, and sales reached 12.748 million units, representing year-on-year growth of 12.7% and 10.9% respectively. Passenger car production and sales were 11.08 million and 10.996 million units, with growth rates of 14.1% and 12.6% [11][12]. - The report highlights several companies in the chemical new materials sector on the Beijing Stock Exchange that are involved in the automotive supply chain, including battery graphite anode materials, ternary cathode materials, and automotive interior and exterior modified plastics [14][15]. Group 2 - The chemical new materials sector on the Beijing Stock Exchange saw a weekly increase of 5.33%, with all five major sectors experiencing growth [19][24]. - Notable individual stock performances in the chemical new materials sector included Paiter (+31.25%), Xinweiling (+15.08%), and Kelon New Materials (+11.14%) [24][25]. - The report indicates that the prices of various chemical products have shown mixed trends, with Brent crude oil prices dropping by 12.0% and TDI prices increasing by 1.7% [30][33].
小米YU7正式发布,汽车产业链迎来新机遇