XIAOMI(HK:01810) 车fans·2025-06-27 03:00Core Insights - The article discusses the impressive sales performance of the Xiaomi YU7, highlighting that it received 200,000 orders in just 3 minutes and 289,000 orders in 1 hour, indicating a record-breaking launch in the Chinese automotive market [1][3]. Pricing and Customer Sentiment - The starting price of the YU7 was anticipated, but the mid-range Pro version is priced about 10,000 lower than expected at 279,900, with 70% of customers finding it a great deal [3]. - Customer reactions to the pricing were overwhelmingly positive, with many opting to upgrade their orders to higher configurations due to perceived value [10][12]. Order and Delivery Insights - The YU7's order situation is described as "extremely volatile," with over 50 customers placing orders in-store, and the first batch of vehicles expected to be delivered starting in August [3][7]. - Concerns about the impact of YU7 on SU7 orders have been alleviated, as SU7 customers are now able to transfer their orders, indicating a flexible approach to customer needs [5][12]. Competitive Landscape - The main competitor for the YU7 is identified as the Tesla Model Y, with expectations that YU7 will significantly affect Model Y's order volume [7][16]. - Other competitors mentioned include Zeekr 001, 7X, and Zhijie R7, with the article suggesting that these brands may need to adjust their pricing strategies in response to YU7's launch [7][16]. Product Features and Enhancements - The YU7 boasts significant improvements in auxiliary driving capabilities, including a new version that enhances logic flow and complex road handling, along with standard laser radar across all models [7][14]. - The vehicle is noted for its appealing design, rich optional features, and enhanced safety and comfort, making it suitable for family use [8][14]. Market Dynamics - The article suggests that the YU7's launch may lead to price adjustments and strategic changes among competing brands, particularly in the same price segment [16]. - There is an expectation of a decline in Tesla's short-term sales, but both Tesla and Xiaomi are predicted to maintain strong sales figures by the end of the year, with the real impact felt by other brands [16].