日前，据科创板日报，有消息称，华为正在调整汽车业务，鸿蒙智行旗下五界中的智界、享界和尚界由原来鸿蒙智行统一做销售转为由合 作车企筹备建设品牌专属销售网络。 对此，有知情人士表示，鸿蒙智行筹备建设品牌专属销售网络，意在进一步拓展销售渠道，满足不同消费者需求，整体商业模式未发生变 化，华为仍会主导各界品牌产品的销售、营销、服务。 公开资料显示，华为鸿蒙智行旗下共有"五界"，包括问界、智界、享界、尊界、尚界五大汽车品牌，分别为华为与赛力斯、奇瑞、北汽、 江淮、上汽集团合作打造。问界此前已推出专网渠道。 拓展销售渠道 此次调整或意在拓展销售渠道，满足市场差异化需求。 今年6月，一则关于华为渠道端调整的消息引发关注。据晚点Auto消息，智界、尚界两大品牌将建设独立销售渠道。按照规划，智界、尚 界未来将拥有类似AITO问界用户中心的独立门店，单独销售各自的车型。 有汽车经销商集团负责人接受中国汽车报采访时分析表示，分网对于各品牌的销量增长大有帮助。合建渠道建设标准高、成本投入大，尤 其在三四线城市，按高标准建店不仅资金压力大，后期盈利回收也存在不确定性。而分网后，各品牌可依据自身产品属性与价位，制定差 异化的建店标准，降 ...

Group 1 - The core viewpoint of the article highlights the decline in futures prices for synthetic rubber on the Shanghai Futures Exchange, alongside a drop in Japanese rubber futures, driven by slowing automobile sales and uncertainties surrounding U.S. trade policies [1] Group 2 - The synthetic rubber futures on the Shanghai Futures Exchange are leading the decline in the futures market [1] - Japanese rubber futures are also experiencing a downturn [1] - The future direction of the rubber market is uncertain due to the combination of slowing automobile sales and the impact of U.S. trade policy uncertainties [1]

比亚迪发言人：公司仍然计划2025年在墨西哥销售8万辆车，去年销售5万辆。 ...

Group 1 - Toyota and Honda reported slight year-on-year increases in U.S. sales for June, reflecting a decline in the pre-tariff buying surge [1] - Toyota's U.S. sales rose by 0.1% to 193,248 units, a slowdown compared to 11% in May and 10% in April [1] - Honda's sales increased by 2% to 114,486 units, down from 7% in May and 18% in April [1] Group 2 - Subaru's sales fell by 16% to 46,515 units, marking the second consecutive month of decline [1] - Mazda's sales decreased by 6% to 33,385 units, also experiencing a second month of year-on-year decline [1] - The decline in Subaru and Mazda sales follows drops of 10% and 19% respectively in May [1] Group 3 - The increase in vehicle prices due to a 25% tariff on imported cars imposed by the Trump administration has led to a slowdown in future sales growth [1]

Core Insights - Xiaomi's founder and CEO Lei Jun addressed concerns regarding the pre-order data for the Xiaomi YU7 and competition from other car manufacturers during a live stream [1][4] Group 1: YU7 Pre-order and Sales Data - The Xiaomi YU7 received a strong market response, achieving 200,000 pre-orders within 3 minutes and 289,000 within an hour, marking a significant milestone in China's automotive history [2] - Lei Jun clarified that the 7-day return policy is standard in the industry, and the actual number of order transfers for the YU7 is less than 15% of total orders [2][4] - The 18-hour non-cancellable lock order reached 240,000, but the 24-hour figure was not disclosed to avoid further speculation [2] Group 2: Competition and Market Position - Lei Jun responded to claims from rival companies offering to subsidize deposits for customers who cancel YU7 orders, emphasizing that each product has its strengths and encouraging competitors to focus on their advantages [4] - The current lock order numbers for the YU7 exceeded expectations, and Lei Jun suggested that consumers consider other domestic electric vehicles if they need a car urgently [4] Group 3: User Demographics and Preferences - The average age of YU7 pre-order customers is around 33, with a 30% female ownership rate, which is higher than the previous model [4] - Apple users constitute 52.4% of YU7 customers, indicating a strong alignment with the Apple ecosystem [4] - The top three cities for YU7 sales are Shanghai, Hangzhou, and Beijing, which are also the best-selling locations for Tesla's Model Y [4] Group 4: Future Plans and Product Strategy - Lei Jun stated that Xiaomi has no plans to export vehicles until domestic delivery issues are resolved, with a potential timeline for exports around 2027 [6] - There are no plans for a Redmi car or for bicycles and motorcycles, indicating a focused strategy on the automotive sector [6]

在上述十 家 企业 中， 与上年同期相比，东风公司、广汽集团和长城汽车销量呈不同程度下 降，其他企业销量均呈不同程度增长 。 据中国汽车工业协会统计分析 ，2025年1- 5 月， 汽车销量排名前十位的企业（集团）共销售 1070.8 万辆，占汽车销售总量的 84% 。 来源： 中汽协会行业信息部 ...

日前，据小米行政微信公众号，小米在北京、南京为员工提供"小米青年公寓"，主要为年轻员工提供优 质居住环境，租金标准为1999元/月。据官方信息，公寓所有房型一房一价，均价为公寓所有房型平均 月租金，租期在2025年7月至2028年6月之间，享受安居折扣价。 据悉，小米北京青年公寓坐落昌平定泗路，共有2658间，主力29㎡开间，配有独立卫浴+智能家居，班 车直达园区，距小米科技园约10公里，距小米智慧产业园约3公里；小米南京青年公寓坐落建邺区河西 南CBD，共566间，步行即达地铁，提供55㎡两室一厅开间，距离小米南京科技园100m距离。 7月1日，雷军也在社交媒体上对小米北京青年公寓进行推介，称这是为小米年轻工程师打造的员工公 寓，应届生优先入住。另外小米集团合伙人卢伟冰发文回应小米青年公寓定价：定价是反复讨论，最后 还是决定1999。 南都记者关注到，小米集团副总裁、采购委员会主席、资产与工程管理部总经理张剑慧在与网友互动时 透露，汽车工厂生活区建设也在规划当中。去年7月，小米以8.42亿拿下了北京亦庄新城YZ00-0606街区 0106地块工业项目，以约8.42亿元成交，当时拿下的地块土地面积为53.11 ...

Summary of Key Points Core Viewpoint The electric vehicle (EV) market in China is experiencing significant growth, with multiple companies reporting impressive delivery numbers for June 2025, indicating a strong demand for new energy vehicles. Group 1: Company Performance - BYD led the market with 382,585 electric vehicles delivered in June, a year-on-year increase of 11.9% from 341,658 units in the same month last year [2] - NIO delivered 24,925 vehicles in June, reflecting a 17.5% year-on-year growth, with a total of 72,056 vehicles delivered in the second quarter, up 25.6% [4] - Xpeng Motors reported a remarkable 224% increase in deliveries, totaling 34,611 vehicles in June, marking the eighth consecutive month of over 30,000 units delivered [11] - Zeekr achieved sales of 43,012 vehicles in June, maintaining over 40,000 monthly sales for four consecutive months [15] - Li Auto delivered 36,279 vehicles in June, with a total of 111,074 vehicles delivered in the second quarter [9] Group 2: Market Trends - The overall performance of the new energy vehicle sector shows a robust growth trajectory, with companies like Leap Motor achieving a historical high of 48,006 deliveries in June, up over 138% year-on-year [21] - Xiaomi's electric vehicle deliveries exceeded 25,000 units in June, indicating its growing presence in the market [13] - Geely reported a 42% increase in total vehicle sales in June, reaching 236,036 units, and raised its annual sales target from 2.71 million to 3 million [24] - The cumulative sales figures for the first half of 2025 reflect a strong upward trend across various manufacturers, showcasing the increasing consumer adoption of electric vehicles [2][4][11][21][24]

Core Insights - Xiaomi's YU7 model officially launched on June 26, 2025, and achieved over 240,000 pre-orders within just 18 hours, indicating strong market demand [2][3] - The estimated delivery times for different configurations of the YU7 are as follows: Standard version: 53-56 weeks, Pro version: 48-51 weeks, Max version: 33-36 weeks, highlighting significant wait times for consumers [2][3] - The rapid order volume reflects high consumer recognition of the YU7, with initial orders surpassing expectations set by Xiaomi's founder Lei Jun, who anticipated only a modest improvement over the previous model, SU7 [3] Delivery and Production - The YU7's delivery timelines suggest that consumers will have to wait up to a year for the standard version, while the Max version will take over seven months [2][3] - Xiaomi's second-phase factory is expected to commence production in July, which is anticipated to alleviate capacity issues and improve delivery times [3] Market Response - The YU7's launch saw an impressive order volume, with 200,000 orders placed within the first three minutes and 289,000 within the first hour, showcasing the model's popularity [3] - The pricing for the YU7 ranges from 253,500 to 329,900 yuan, reflecting its positioning in the market [3] - The overwhelming demand for the YU7 not only demonstrates consumer confidence in the product but also highlights Xiaomi's strengths in product development, quality control, and industrial design [3]

Pro版，售价 27.99 万元。 而最顶配的MAX 版本也是不负众望， 售价直接突破了20万的大关，来到了32.99 万元。 兄弟们的，大家中午好。 咱们等了 好几个月的 小米YU7终于正式发布了，废话不多说，直接上价格。 小米YU7跟之前的SU 7一样，也是拥有3个版本。 标准版，售价25.35 万元。 具体的配置和价格对比图如下。 | YU7 | | ¥253,500起 | YU7 Pro | ¥279,900起 | YU7 Max ×329900起 | | --- | --- | --- | --- | --- | --- | | 835 km | 5.88 Xiaomi HAD | | 770 km | 4.27 s Xiaomi HAD | 760 km 3.23s Xiaomi HAD | | 续航里程(CLTC) | 百公里加速 小米端到端辅助驾驶 | | 续航里程(CLTC) 百公里加速 小米端到端辅助驾驶 | | 续航里程(CLTC) 百公里加速 小米端到端辅助驾驶 | | 800V 平台 235kW 单电机后驱 | | | 800V 平台 365kW 双电机四驱 | | 800V 平台 ...