来源：深网腾讯新闻 图源：视觉中国 文丨雅萱 编辑丨叶锦言 出品丨深网·腾讯新闻小满工作室 发布一个月后，小米集团创始人雷军于6月26日正式公布小米首款SUV小米YU7的价格，其中，标准版起售价25.35万元，Pro版售价27.99万元；Max版售 价32.99万元。 在这个价格段内，聚集着Model Y、智界R7、乐道L60、理想L6，极氪7X、阿维塔07、全新智己LS6和即将上市的理想纯电SUV理想i6等多款车型。 据Focus2move数据显示，2024年全年，特斯拉 Model Y全球销量109万辆，同比下滑1.2%。 理想创始人李想日前在社交平台"预祝小米YU7大卖"时，特意为理想纯电SUV做了预热，"雷总提到6座SUV，即将在7月下旬上市的理想i8就是一款三排 六座纯电SUV。" 就在小米YU7正式公布价格的当天，鸿蒙智行官方宣布，智界品牌旗下全系车型启动购车补贴。6月27日起至7月31日，下定用户可立减2万元现金，并享 最高价值6万元的购车权益。官方补贴后，智界R7增程版售价降至22.98万-29.98万元；智界R7纯电版售价降至23.98万-31.98万元。 显而易见，定价25.35万起的小米 ...

小米YU7发布。 6月26日，小米人车家全生态发布会召开。小米首款SUV车型YU7正式发布上市，起售价25.35万元。 在正式开始订购后，小米汽车发出了亮眼"战报"，3分钟大定突破200000台。不过，随后也有谣言出现，称小米YU7在5分钟大定突破35万台。对此，小米 集团公关部总经理王化紧急辟谣，王化称，"虽然今晚小米YU7的成绩非常亮眼超出预期，但是这个海报的数字也太开玩笑了， 请大家不要捧杀我们！要相信 如果我们要披露数据，一定是通过@小米汽车 官微发出。" 电池方面，小米YU7全系采用800V碳化硅高压平台，Max版本还支持5.2C的最大充电倍率，从10%电量充到80%电量最快12分钟，最快15分钟充电即可行 驶620km。 智驾方面，小米YU7全系标配1000万Clips版本小米端到端辅助驾驶，纵向舒适性提升57%，绕行成功率提升67%，路口通过率提升23%。 价格方面，小米YU7标准版定价25.35万元，小米YU7 Pro版定价27.99万元，小米YU7 Max版定价32.99万元。 受YU7亮眼的大定成绩刺激，小米集团ADR大涨，盘中一度涨近12%，截至收盘涨近10%。 | W | | 小米集团 ...

Core Viewpoint - Xiaomi's YU7 marks the company's significant entry into the automotive industry, facing intense competition, particularly from Tesla's Model Y, which has been a benchmark for many new entrants in the electric SUV market [1][3][4] Pricing and Market Position - The YU7 is priced at 253,500 CNY for the standard version, 279,900 CNY for the Pro version, and 329,900 CNY for the Max version, making it 13,500 CNY cheaper than the Model Y [1] - Over 15 electric SUVs are currently available in the 250,000 to 350,000 CNY price range in China, indicating a highly competitive market [1] - Xiaomi reported over 200,000 orders within 3 minutes of the launch and 289,000 orders within the first hour, showcasing strong initial demand [1] Competitive Landscape - The competition in the electric vehicle market is fierce, with multiple brands attempting to challenge the dominance of Tesla's Model Y, which has seen fluctuating sales in 2024 [3][4][6] - Despite the competition, Xiaomi's YU7 is positioned as a serious contender, especially after the success of its previous model, the SU7, which has outperformed Tesla's Model 3 in sales [9] Product Features and Strategy - The YU7 continues Xiaomi's strategy of offering high aesthetic appeal, performance, and value for money, with features like laser radar and 800V fast charging included as standard [1][7] - Xiaomi has emphasized safety in the YU7, equipping it with ultra-high-strength steel and a significant amount of data for its autonomous driving capabilities, aiming to meet industry standards [14][16] Financial and Operational Strengths - Xiaomi's automotive division reported a gross margin of 23.2%, surpassing competitors like Li Auto and Tesla, indicating a strong financial position despite ongoing losses in the electric vehicle sector [17][18] - The company benefits from a robust supply chain and management capabilities, with a commitment to shorter payment cycles for suppliers, enhancing operational efficiency [19] Challenges Ahead - Xiaomi must address quality concerns and production capacity issues that have plagued its previous models, as these factors are critical for gaining consumer trust and ensuring timely deliveries [20][21] - The company has acknowledged these challenges by allowing existing SU7 customers to switch to the YU7, indicating a proactive approach to customer satisfaction and market positioning [22]

Core Viewpoint - Xiaomi has officially launched its second car model, the YU7, targeting the competitive SUV market in China, following the success of its first model, the SU7, which dominated the sedan market for 15 months [1][3][4]. Group 1: Product Launch and Market Positioning - The YU7 is priced between 253,500 and 329,900 yuan, with three models available, showcasing a more aggressive launch strategy compared to the SU7 [3][4]. - Xiaomi's founder, Lei Jun, emphasized the need for the YU7 to connect seamlessly with the SU7's success, as the company is no longer a newcomer in the industry [4][6]. - The YU7's launch saw significant initial demand, with over 200,000 orders placed within just three minutes of its release [11]. Group 2: Competitive Analysis and Features - The YU7 aims to compete directly with Tesla's Model Y, showcasing superior specifications in terms of space and performance, such as a 3944 km endurance test surpassing competitors like the Mercedes GLA and Porsche Taycan [20][22]. - The vehicle features a high-voltage platform and advanced technology, including the Nvidia Thor chip and multiple sensors for enhanced safety and driving assistance [22]. - Xiaomi has shifted its marketing approach, focusing on direct product features rather than emotional appeals, indicating a more traditional automotive marketing strategy [10][12]. Group 3: Strategic Partnerships and Ecosystem Development - Xiaomi is expanding its ecosystem by collaborating with industry partners like BYD and GAC Toyota, aiming to create a more open and comprehensive "human-vehicle-home ecosystem" [15][16]. - The company is leveraging its previous experience with the SU7 to enhance its product offerings and market positioning in the SUV segment [12][28]. Group 4: Challenges and Future Outlook - Despite the initial success of the YU7, Xiaomi faces challenges in production capacity and service network expansion, with the second factory not yet operational and only 153 service points across 88 cities [27][28]. - The company aims to improve its financial performance by increasing production efficiency and scaling its operations, as it has reported significant losses in the past [28].

| | | 小米集团 #[01810] 2025-06-26 16:00 | | 5PMA = | 10PMA = 20PMA = 30PMA = | | --- | --- | --- | --- | --- | --- | | 59.788 | | | | | | | 56.528 | | | | | | | 53.269 | | | | | | | 50.009 | | | | | | | 46.750 | | | | | | | 43.491 | | | | | | | 40.231 | | | | | | | 36.972 | | | | | | | 33.712 | | | | | | | 11.18亿 | 成交单:126954433 | | | | | | 8.38亿 | | | | | | | 5.59亿 | | | | | | | 2.79亿 | | | | | | | | | | | | oull a mode a a 00 mon | | | 04-02 04-15 | 04-29 | 05-13 | 05-23 | 06-04 06-16 06-26 | 21世纪经济报道见习记者何煦阳 ...

Core Insights - Xiaomi has launched over ten new products in its "human-vehicle-home" ecosystem, marking a new milestone in technological innovation [2][3] - The company emphasizes its commitment to high-end technology and innovation as the core reason for its success in various fields including smartphones, automobiles, and chips [2] Product Launch Highlights - The Xiaomi MIX Flip 2, a foldable smartphone, features advanced specifications such as the Snapdragon 8 Gen 2 processor, dual VC cooling system, and a 5165mAh battery, enhancing its usability and reliability [3] - The new Xiaomi AI glasses are designed as personal smart devices, equipped with features like photo and video capture, translation in ten languages, and support for real-time video calls and live streaming [3] Financial Performance - In Q1 of this year, Xiaomi's home appliance business saw a revenue increase of 113.8%, indicating strong growth in its smart home product segment [4] - The launch of the Xiaomi Pad 7S Pro, powered by the self-developed 3nm chip, signifies a major step in Xiaomi's chip production capabilities, making it one of the few companies globally to achieve this [4] Future Investment Plans - Xiaomi plans to invest an additional 200 billion yuan in core technology research and development over the next five years (2026-2030) [5]

马斯克给雷军下的"挑战书"，终于在今晚迎来了应战。6月26日，雷军在小米人车家全生态发布会上宣布，小米 YU7共推出了三个配置版本和9款配色，其中小米YU7标准版售价25.35万元，比Model Y竞品便宜1万，小米YU7 Pro售价27.99万元、小米YU7 Max售价32.99万元。 马斯克与雷军的这场"对决"源自于今年1月份。当时，焕新版Model Y正式登陆特斯拉中国官网，改款车型Model Y针对外观、内饰设计及配置等方面进行升级。特斯拉在宣传标语上表示以"焕新Model Y，尽管对比"，快速迎来 雷军在微博上的应战回应。 同时，这场对决的结果也因小米YU7的订单量变得颇有看头，南都记者关注到，小米汽车在发布会后宣布，小米 YU7在发布1小时内大定已突破289000台。 首台SUV全面"迎战"Model Y "小米YU7价格分别为标准版25.35万元、pro版27.99万元、max版32.99万元，小米YU7标准版比Model Y竞品便宜1 万，pro版比Model Y竞品便宜3.6万。"雷军在现场表示。 雷军表示，在特斯拉的主动要求下小米YU7决定"应战"特斯拉。南都记者了解到，今年1月10日，焕 ...

Core Viewpoint - Xiaomi has launched a series of innovative products at its ecosystem conference, showcasing advancements in technology and design, including the Xiaomi YU7, Xiaomi MIX Flip 2, and Xiaomi AI glasses, marking significant milestones in the company's development [1][3]. Group 1: Financial Performance - Xiaomi reported its best financial results in history for Q1 2025, with a revenue increase of 47% year-on-year [4]. - The company has committed to investing 200 billion yuan in core technology over the next five years to enhance its technological capabilities [14]. Group 2: Product Launches - The Xiaomi YU7 comes in three configurations, priced at 253,500 yuan for the standard version, 279,900 yuan for the Pro version, and 329,900 yuan for the Max version, with additional premium options available [5]. - The Xiaomi MIX Flip 2 aims to provide a high-end folding smartphone experience, featuring a Snapdragon 8 Gen 2 processor and a 5165mAh battery, with prices starting at 5,999 yuan [40]. - The Xiaomi Pad 7S Pro 12.5 is designed for mobile office and learning, featuring a 12.5-inch display and the self-developed Xuanjie O1 processor, with a starting price of 3,299 yuan [73]. Group 3: Technological Innovations - The self-developed Xuanjie chip represents a significant breakthrough for Xiaomi, with a total investment of 13.5 billion yuan over four and a half years [6]. - Xiaomi has become the first company in mainland China and the fourth globally to independently develop a 3nm mobile chip, with the Xuanjie O1 chip being recognized for its performance [9]. Group 4: Market Position - Xiaomi's smartphone market share has remained in the global top three for 19 consecutive quarters, reflecting strong global business progress [7]. - Xiaomi ranks second in the recently released list of the top 50 global Chinese brands, indicating its growing international presence [7]. Group 5: Consumer Electronics - The Xiaomi MIX Flip 2 features a refined design with a 4.01-inch external screen and enhanced usability, supporting over 500 mainstream apps [21]. - The Xiaomi Watch S4 41mm is a new addition to the smartwatch family, emphasizing style and functionality, with a price starting at 999 yuan [154]. - The Xiaomi Smart Band 10 features a 1.72-inch AMOLED display and a variety of stylish bands, continuing Xiaomi's leadership in the fitness tracker market [156]. Group 6: Home Appliances - The Mi Home High-Speed Hair Dryer Pro offers advanced features such as a 70m/s wind speed and 50°C constant temperature protection, priced at 579 yuan [200]. - The Mi Home Sweeping and Mopping Robot M40 S boasts a suction power of 23,000Pa and is designed for efficient cleaning, starting at 2,999 yuan [202].

Core Insights - The recent Xiaomi launch event showcased a wide range of products, indicating the company's ambition to expand beyond just smartphones into a comprehensive ecosystem of devices [1][14] - Xiaomi's new YU 7 SUV is priced at 253,500 RMB, undercutting Tesla's Model Y by 10,000 RMB, suggesting aggressive competition in the electric vehicle market [3] - The MIX Flip 2 features advanced technology, including a Snapdragon 8 Gen 2 processor and a foldable design that can withstand 72,000 folds, highlighting Xiaomi's focus on innovation in the smartphone sector [5] - The Xiaomi Pad 7S Pro and Redmi K80 Supreme Edition were also introduced, emphasizing high performance and competitive pricing, with the Pad starting at 3,299 RMB and the K80 at 2,599 RMB [7] - The launch included various smart home devices and wearables, reinforcing Xiaomi's strategy of creating an interconnected ecosystem for consumers [13] Product Highlights - The YU 7 SUV offers three variants with prices ranging from 253,500 RMB to 329,900 RMB, featuring impressive specifications such as a 0-100 km/h acceleration in 3.23 seconds and a top speed of 253 km/h [3] - The MIX Flip 2 starts at 5,999 RMB and includes a 50 MP main camera with Leica optics, showcasing Xiaomi's commitment to high-quality imaging in its devices [5] - The Xiaomi Pad 7S Pro boasts a 10,610 mAh battery and supports 120W fast charging, positioning it as a powerful option for mobile productivity [7] - The K Pad, priced at 2,799 RMB, is highlighted as a compact yet powerful tablet, catering to users seeking performance in a smaller form factor [9] - The AI glasses, priced at 1,999 RMB, serve as a multifunctional device, integrating AI capabilities and appealing to tech-savvy consumers [12] Market Positioning - Xiaomi's strategy appears to be a direct challenge to competitors like Apple and Tesla, as evidenced by the aggressive pricing and feature-rich offerings across multiple product categories [1][14] - The company's focus on creating a "human-vehicle-home" ecosystem suggests a long-term vision to dominate the smart device market [13] - The diverse product lineup, including home appliances and wearables, indicates Xiaomi's intent to capture a larger share of the consumer electronics market [1][14]

Core Viewpoint - Xiaomi held a comprehensive ecosystem launch event and CEO Lei Jun expressed deep emotional ties to Wuhan, where the company established its presence in 2017 [1] Group 1 - The company aims to establish a research and development center in Wuhan with a target of reaching a workforce of 10,000 [1] - Currently, the R&D center has a workforce of approximately 4,000 to 5,000 [1] - Xiaomi has relocated its home appliance business to Wuhan, where the first smart home appliance factory has been built [1]