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YU7锁单破24万,雷军的麻烦来了
36氪·2025-06-30 13:46

Core Viewpoint - Xiaomi's YU7 electric vehicle launch has generated significant market interest, challenging Tesla's Model Y and setting new benchmarks for pre-sale speed and order volume in the electric vehicle sector [5][8][62]. Group 1: Launch and Market Response - Xiaomi's YU7 received overwhelming pre-orders, with 20,000 units booked in 3 minutes and over 289,000 units in 18 hours, showcasing a new standard for electric vehicle pre-sales [5][26]. - The launch event was compared to major sales events like Double 11, indicating a strong consumer response and market excitement [4][62]. - The CEO expressed pride in witnessing a "miracle" in the Chinese automotive industry, highlighting the significance of this launch [6][62]. Group 2: Competitive Positioning - YU7 is priced lower than Tesla's Model Y, with the standard version costing 253,500 CNY, which is 10,000 CNY less than the Model Y rear-wheel drive version [11][12]. - The vehicle offers superior specifications, including an 800V silicon carbide high-voltage platform and advanced features like laser radar and NVIDIA Thor chip, positioning it competitively against Tesla [14][16]. - Performance metrics are impressive, with the Max version achieving 0-100 km/h in just 3.23 seconds and a range of 835 km, setting a high bar for vehicles in its price range [18][20]. Group 3: Production and Capacity Challenges - The surge in orders has raised concerns about Xiaomi's production capacity, which is currently limited to 150,000 units annually, with the second factory expected to increase capacity to 300,000 units but still facing ramp-up challenges [30][32][33]. - The company has implemented a "transfer order mechanism" allowing customers of the SU7 to switch to the YU7, aiming to manage production and customer expectations [35][38]. - Xiaomi's commitment to expanding production is evident, with plans for future factory developments to potentially increase capacity beyond 600,000 units by 2026 [39][40]. Group 4: Safety and Technology Focus - Safety has been emphasized as a core selling point for the YU7, featuring high-strength steel and advanced safety systems, aiming to build consumer trust [45][46]. - The vehicle includes a comprehensive driver assistance system, with over 10 million training clips, indicating a focus on enhancing autonomous driving capabilities [49][57]. - Xiaomi aims to address previous criticisms by ensuring that the YU7 meets high safety and quality standards, reflecting a shift in strategy from merely competing on price to establishing a reliable brand reputation [60][65].