Core Viewpoint - Xiaomi's second electric vehicle, YU7, was launched on June 26, 2025, and achieved over 200,000 pre-orders within three minutes, indicating strong market interest and demand for the product [1][2]. Group 1: Product Launch and Market Position - YU7 dimensions are 4999mm in length, 1996mm in width, and 1600mm in height, with a wheelbase of 3 meters. The standard version is priced at 253,500 yuan, the PRO version at 279,900 yuan, and the Max version at 329,900 yuan, targeting the mid-to-large SUV market [2]. - The competitive landscape for YU7 includes Tesla's Model Y, XPeng's G9, NIO's ES6, and other range-extended electric vehicles, making the price segment highly competitive [2][3]. - Xiaomi's first vehicle, SU7, has a monthly sales volume of nearly 30,000 units, showcasing a positive market response despite facing challenges related to safety and trust [2][6]. Group 2: Safety and Marketing Challenges - Following a fatal accident involving SU7, Xiaomi faced significant scrutiny and criticism, prompting a reassessment of its marketing strategies and safety standards [3][4]. - CEO Lei Jun acknowledged the need for higher standards and goals for Xiaomi, emphasizing that the company is no longer a newcomer in the industry and must adapt to the competitive environment [3]. Group 3: Financial Performance and Future Outlook - Xiaomi's automotive business is expected to achieve further sales growth, with projections for quarterly profitability in the latter half of 2025. The first quarter of 2025 saw revenue from smart electric vehicles reach 18.6 billion yuan, accounting for 16.71% of total revenue, with a 10.7% quarter-over-quarter increase [6]. - Despite the potential for YU7 to divert some customers from SU7, industry analysts remain optimistic about Xiaomi's overall sales trajectory and profitability prospects [6].
3分钟YU7大定突破20万台,小米美股ADR大涨!
第一财经·2025-06-26 16:09