YU7“杀疯了”!
中国基金报·2025-06-29 07:00

Core Viewpoint - YU7 has become a significant player in the automotive market shortly after its launch, attracting considerable consumer interest and overshadowing other models like SU7 [1][4][11]. Group 1: Sales Performance - YU7 achieved over 200,000 pre-orders within 3 minutes of its launch and surpassed 240,000 orders within 18 hours [1]. - The offline response has been strong, with many consumers visiting Xiaomi stores to test drive YU7, while previously popular models like SU7 have seen a decline in interest [3][10]. - The CEO of Leap Motor acknowledged the pressure YU7 has created in the market, indicating a need for increased efforts from competitors [4]. Group 2: Market Dynamics - YU7's launch has led to a noticeable decrease in foot traffic to other automotive brands' stores, with many consumers flocking to Xiaomi's outlets instead [16][17]. - The competitive landscape is shifting, with other car manufacturers emphasizing the differentiation of their products in response to YU7's popularity [17][18]. - Xiaomi's strategy appears to be drawing parallels to its smartphone market approach, where it highlights superior specifications compared to competitors like Tesla's Model Y [20][21]. Group 3: Consumer Behavior - A significant number of female consumers have shown interest in YU7, with some making purchases on-site [8][10]. - The sales personnel indicated that consumers who order YU7 now may face long wait times for delivery, with estimates ranging from 34 to 58 weeks depending on the model [24][31]. Group 4: Future Outlook - The automotive industry is closely monitoring YU7's impact post-delivery, as its large-scale delivery is not expected until 2026 [31][32]. - There are concerns regarding Xiaomi's long-term sustainability in the automotive sector, as industry experts suggest that the company needs to establish a more solid foundation and address its technological shortcomings [32][33].

YU7“杀疯了”! - Reportify