XIAOMI(HK:01810) 财联社·2026-01-23 06:47Core Viewpoint - The new generation Xiaomi SU7 has generated significant market interest despite a price increase, with strong pre-order numbers indicating robust demand for the vehicle [1][4]. Group 1: Market Response - Since the pre-order launch on January 7, the new generation Xiaomi SU7 has received nearly 100,000 orders across approximately 477 stores [4]. - In Beijing, one store reported over 400 pre-orders, while another noted around 200 orders, showcasing strong customer engagement [1]. - In Shanghai and Wuhan, each store has surpassed 100 orders, with sales staff managing over 10 orders each [3]. Group 2: Production and Delivery Strategy - Xiaomi has shifted to a "current vehicle sales" model for existing SU7 models to clear inventory, while prioritizing production capacity for the new generation SU7 [4]. - The company aims to avoid the long delivery times experienced with the previous model, Xiaomi YU7, by implementing a pre-order phase to gauge demand and manage supply chain effectively [4]. Group 3: Marketing and Transparency - Xiaomi has initiated a marketing campaign three months ahead of the new generation SU7's expected launch in April, with CEO Lei Jun conducting multiple live streams to promote the vehicle [5]. - The company is committed to transparency in its marketing, simplifying promotional materials and providing clear specifications, such as specific voltage ratings for the new vehicle [5]. Group 4: Future Goals and Product Line - Xiaomi's cumulative delivery target for 2026 is set at 550,000 vehicles, with plans to introduce two new models, including the new generation SU7 and an unannounced Xiaomi YU7 ULTRA [6]. - The new generation SU7 is positioned as a key product in Xiaomi's strategy, which includes a commitment of at least 200 billion yuan for technology research and development over the next five years [5][6].