日租1万，第一批SU7 Ultra车主已经赚翻了

Core Viewpoint - The article discusses the phenomenon surrounding the Xiaomi SU7 Ultra, highlighting the significant demand and market dynamics that have led to a speculative environment for orders and rentals, transforming them into financial assets rather than mere consumer goods [3][4][5]. Group 1: Market Dynamics - The official price of the Xiaomi SU7 Ultra was set at 529,900 yuan, a reduction of nearly 300,000 yuan from the pre-sale price, resulting in 6,900 orders within 10 minutes and achieving the annual sales target in just two hours [4]. - The secondary market has seen "gray market" transactions where small orders are being resold for 6,000 yuan, and daily rental prices have exceeded 10,000 yuan, indicating a speculative trading environment [5][10]. - The demand for the SU7 Ultra is driven by a significant price difference between the pre-sale and official price, leading to a revaluation of the "time value" of orders, with premiums ranging from 2,000 to 6,000 yuan [10][17]. Group 2: Consumer Behavior - The rental market for the SU7 Ultra has emerged with daily rental prices ranging from 2,000 to 5,000 yuan, attracting various consumer segments including media influencers and genuine consumers eager for early access [12][13]. - The phenomenon of "order securitization" is noted, where early adopters and professional resellers capitalize on the scarcity of orders, with some resellers reportedly making over 100,000 yuan in profits [22]. - The article emphasizes a shift in consumer behavior, where younger consumers prefer short-term experiences over long-term ownership, reflecting a broader trend in the automotive market [36]. Group 3: Industry Implications - The article highlights the ongoing tension between consumer demand and production capacity, with Xiaomi's SU7 Ultra experiencing a backlog of orders due to limited production capabilities, which has led to a thriving secondary market [17][34]. - The rapid growth of the second-hand luxury car rental market in China, which reached 4.7 billion yuan in 2024, showcases the potential for new business models in the automotive industry [35]. - The article suggests that the current trends may lead to a fundamental transformation in the automotive industry, where the distinction between ownership and usage rights is increasingly blurred [36][40].