XIAOMI(HK:01810) 经济观察报·2025-09-19 12:08Core Viewpoint - Xiaomi Auto has initiated two recalls for the SU7 standard version, affecting nearly 150,000 vehicles, which is significant as it touches on the reliability of the core selling point: the intelligent driving system [1][2][3]. Group 1: Recall Details - The recent recall involves 117,000 SU7 standard version electric vehicles produced between February 6, 2024, and August 30, 2025, due to deficiencies in the L2 highway navigation assistance function, which may increase collision risks if the driver does not intervene promptly [2][3]. - This is the second large-scale recall for the SU7 standard version, with a total of nearly 150,000 vehicles recalled, amounting to almost half of its total sales since launch [2][3]. - The first recall occurred in January, affecting over 30,000 vehicles due to software issues that could lead to synchronization errors, impacting the intelligent parking assistance feature [2][3]. Group 2: Vehicle Performance and Market Impact - The Xiaomi SU7, launched in March last year, is positioned as a mid-to-large pure electric coupe and has become the best-selling model in its category, surpassing Tesla's Model 3 [2][3]. - As of 2024, Xiaomi Auto has delivered 135,000 vehicles, exceeding its annual sales target of 130,000, achieving a completion rate of 103.85% [4]. - Despite the recalls, Xiaomi Auto remains optimistic about achieving its annual delivery target of 350,000 vehicles, with expectations of profitability in the second half of the year [4].