XIAOMI(HK:01810) 中国基金报·2025-08-01 03:52Core Viewpoint - Lei Jun announced that Xiaomi's car delivery volume exceeded 30,000 units in July 2025, marking a significant milestone for the company in the electric vehicle market [1][6][8]. Delivery Performance - Xiaomi's car delivery volume surpassed 30,000 units for the first time since its establishment, with previous months showing 25,000 units in June and 28,000 units in May 2025 [6][9]. - The company achieved a total of 300,000 deliveries within 15 months of launching its electric vehicle project [7]. Production and Market Strategy - Xiaomi's electric vehicle project has shown significant growth, with the delivery speed increasing from 100,000 to 200,000 units in just four months [9]. - The company aims to enhance production capacity, with a revised annual delivery target of 350,000 units for 2025, up from the initial target of 300,000 units [9][11]. New Model Launch - The Xiaomi YU7 SUV was launched in June 2025, with strong market demand reflected in pre-orders exceeding 200,000 units within three minutes of its release [9][10]. - The YU7 is expected to further boost delivery volumes, with large-scale deliveries planned to start in August 2025 [9][10]. Retail Expansion - Xiaomi has expanded its retail presence, adding 18 new stores in July 2025, bringing the total to 352 stores across 97 cities [10]. - The company plans to continue expanding its service network, with 181 service points established across 106 cities by the end of July 2025 [10]. Future Projections - Analysts predict that Xiaomi's production capacity could reach over 60,000 units per month with full utilization of its current factories, with potential sales of 400,000 to 500,000 units in 2025 [11].