2025 年 6 月 26 日，小米 YU7 正式发布，我们针对大定车主开展了问卷调研，以下是本次调研的核心分析结果。 调研渠道：42 号车库小米 YU7 大定车主社群 样本量：200 个有效样本 01购车用户画像 本次受访的小米 YU7 大定车主广泛分布于全国各级城市，其中一线城市（上海、北京、杭州、深圳）用户集中度最高，说明高线城市的用户对智能电动 车的创新技术接受度更强；同时，衡水、南阳等三四线城市高频出现，印证了下沉市场对电动智能 SUV 的需求潜力。 本次受访车主中 83% 为男性，16.5% 为女性，平均年龄为 31.5 岁。受访用户中 26 - 35 岁占比高达 69%，构成了绝对的消费中坚； 46 岁以上用户仅占 1%，这凸显出小米汽车在新生代消费市场中的影响力优势。 受访用户中有 66% 为已婚，这部分用户中有一半正在养育孩子，且儿童处于学前阶段的比例高达 50.98%。这表明小米 YU7 的核心用户以年轻已婚群体 为主，有一定的家庭用车需求。 另外，小米 SU7 聚焦于「年轻单身/无孩家庭」，小米 YU7 覆盖了「年轻已婚有孩家庭」，两款车型在年龄和家庭状态上形成互补，共同覆盖了 25 - ...

以下文章来源于晚点LatePost ，作者晚点团队 晚点LatePost . 晚一点，好一点 去东南亚市场做智能电动摩托车，挑战本田、雅马哈。 文 丨 司雯雯 编辑 丨 宋玮 没有欢送仪式，何涛最终独自一人离开他参与创立的小鹏汽车。他特地晚上去，腾空办公室、移出人 事关系，清扫在此间的所有痕迹。有人曾提议送别，"那太尴尬"，他猜测不知情的员工怎么想，"他跟 何小鹏闹掰了、跑了，怎么还欢送？" 他在小鹏已没有任何管理职位。4 个月前，2024 年 3 月小鹏汽车公告，夏珩和何涛从总裁、副总裁转 任 "终身荣誉顾问"。外界解读更直接，三个合伙人关系崩盘、"被迫出局"。 从开始创业到结束，恰好 10 年。何涛获得 29 岁辞职创业时最渴望的东西——从一名月薪 4000 块的 程序员到财富自由、手握几亿美金——却没获得相匹配的声望。小鹏汽车有新的核心班子，何小鹏办 公桌上合影身旁是顾宏地、王凤英。没人再提何涛的名字。 "以前也没什么人提我"。他说不在意。 这可能是一种回避，至少从 2022 年 9 月小鹏 G9 配置混乱、上市失利和小鹏销量一路滑坡后，许多 批评者认为何小鹏、何涛、夏珩三人管理不善。何小鹏过于民主、只 ...

Group 1: New Vehicle Launches - Xiaomi's YU7 SUV launched with a price range of 253,500 to 329,900 CNY and features a range of over 800 km for the entry-level model [2][4][6] - Lantu FREE+ pre-sale started at 229,900 CNY, featuring Huawei's ADS4 driving assistance system and achieving over 5,000 pre-orders in the first hour [7][9] - Chery's flagship model, the Fengyun A9L, is available for pre-sale with a price range of 159,900 to 229,900 CNY, offering high-end features and configurations [10][11] - The new Ora Good Cat was launched with prices ranging from 83,800 to 103,800 CNY, featuring design updates and configuration adjustments to remain competitive [13][15][17] - The new Volvo XC60 was launched with a price range of 396,900 to 604,900 CNY, featuring upgraded noise reduction and a new car machine system [18][20] Group 2: Industry Events - Xiaomi's stock price surged past 60 HKD following the YU7 launch, with over 240,000 orders within 18 hours, indicating strong market demand [22][24][27] - Li Auto announced the establishment of the first shuttle supercharging station in Changzhou, enhancing charging efficiency with a 10-minute charge providing an additional 500 km of range [28][30][32] - Changan Automobile Group changed its name to "Chen Zhi Automotive Technology Group," with plans for significant overseas expansion and a target of 1 million units in overseas sales [33][37] - Lexus has commenced construction of a new factory in Shanghai, aiming for production of 100,000 electric vehicles annually by 2027 [38][40] - A significant increase in domestic fuel prices is anticipated, with predictions that 95-octane gasoline may exceed 8 CNY per liter [39]

Core Viewpoint - The article discusses the departure of He Tao from Xiaopeng Motors and his subsequent plans to enter the Southeast Asian market with a new venture focused on smart electric motorcycles, aiming to challenge established brands like Honda and Yamaha. Group 1: Departure from Xiaopeng Motors - He Tao left Xiaopeng Motors without a farewell ceremony, indicating a significant shift in the company's leadership dynamics [2] - The relationship among the founding partners of Xiaopeng Motors deteriorated, leading to He Tao and another co-founder being reassigned to honorary positions [3] - He Tao expressed a desire to prove himself again through a new entrepreneurial venture after achieving financial success but lacking recognition [4] Group 2: New Venture in Southeast Asia - He Tao announced his new company, OMOWAY, in Jakarta, Indonesia, focusing on smart electric motorcycles [4][38] - The Southeast Asian market presents a unique opportunity, with a high motorcycle ownership rate and limited competition from electric brands [21][24] - The market is dominated by Honda and Yamaha, which hold over 95% market share, indicating a concentrated competitive landscape [22] Group 3: Market Potential and Challenges - Indonesia has a population of approximately 300 million, with around 120 million motorcycles, making it a significant market for electric motorcycles [24] - The electric motorcycle penetration rate in Indonesia is currently low, at only 3%, presenting both a challenge and an opportunity for new entrants [40] - OMOWAY aims to leverage the experience gained from the Chinese electric vehicle market to establish a foothold in Indonesia [41] Group 4: Product Development and Strategy - OMOWAY's first motorcycle is designed to appeal to tech-savvy consumers who value quality and are willing to pay a premium [39] - The company conducted extensive user research to inform product design, focusing on aesthetics and functionality [36] - He Tao emphasized the importance of creating a visually appealing product that stands out in the market [37] Group 5: Leadership and Management Style - He Tao is learning to adapt his management style to be more effective in his new role as CEO, focusing on collaboration and communication [32] - The founding team of OMOWAY includes experienced professionals from Xiaopeng Motors, enhancing the company's operational capabilities [30] - He Tao's previous experiences at Xiaopeng Motors have shaped his approach to leadership and decision-making in the new venture [33]

6月26日晚间，小米科技有限责任公司（以下简称"小米"）创始人雷军在"人车家全生态"发布会上揭开 了小米首款SUV车型YU7的神秘面纱。这款定位中高端市场的智能电动SUV以25.35万元的起售价入 市，迅速引发消费市场与资本市场的双重震动。发布后仅3分钟，大定订单便突破20万辆，1小时内飙升 至28.9万辆，截至6月27日16时11分，小米YU7的锁单量已达24万辆。 这一数据不仅刷新了新能源车型预售纪录，也在资本市场掀起产业链狂欢。6月27日港股市场，小米集 团-W盘中触及61.45港元/股的历史高点，最终收报于58.95港元/股，总市值达1.53万亿港元。A股市场 上，小米汽车产业链相关上市公司也迎来上涨。截至当日收盘，电工合金、模塑科技、和而泰等3只个 股涨停，泓淋电力、创新新材等个股涨幅居前。 面对产能瓶颈，小米汽车启动了"双线作战"策略。位于北京亦庄的二期工厂已进入设备调试阶段，最快 7月份投产。更值得关注的是，小米旗下景曦科技近日以6.1亿元竞得亦庄新城YZ00-0606街区0106地块 的工业项目，这块规划建筑面积14.11万平方米的土地或将用于三期工厂的建设。 黄河科技学院客座教授张翔对《证券 ...

6月26日晚，小米集团召开小米人车家全生态发布会，宣布小米汽车旗下首款SUV车型小米YU7正式上 市。这款被小米创始人雷军称为"重新定义智能电动 SUV"的新车，凭借高性能和高科技水准，甫一亮 相便引发全球关注。外媒和分析人士评价称，特斯拉在中国市场正迎来前所未有的竞争对手。 小米汽车官方数据显示，小米YU7开放购买后，仅3分钟内大定订单量便突破了20万台；1小时，突破 28.9万台。开售后18个小时，锁单量已突破240000台。 作为国际知名的科技公司，以及汽车产业的新入局者，如今小米的一举一动都受到全球业界的关注。26 日晚发布会正在进行中，外媒便进行了实时报道。 路透社称，小米YU7的起售价为25.35万元，比同为SUV的特斯拉 Model Y价格低了近4%，"进一步在全 球最大汽车市场挑战这家美国公司。" 瞄准竞争 对手特斯拉 雷军此前在微博发文称，"Model Y是行业公认的'史诗级神作'，连续多年全球销冠，击败一轮又一轮的 挑战者，非常厉害！但我们依然制定了'离谱'的目标：小米YU7要继续挑战Model Y！" 在外媒看来，小米的这一目标正在成为现实。彭博社在报道中说，雷军对小米进军汽车领域的前景 ...

"可能我们大家一起见证了中国汽车工业的一个奇迹"。6月26日晚10点，刚从演讲台上走下的小米集团创始人、董事长兼CEO雷军来到采访间坐定准备接受 采访，开场语说到一半，其特别助理徐洁云递上来手机，他看到手机里的数据时难掩激动。 小米是靠营销赢的？首次回应：绝大部分指标都领先 他边看数据边面露喜色与惊讶，"2分钟大定19.6万，锁单12.2万辆……"他边说边翻转手机向媒体展示。 "我觉得真的挺了不起的，这个奇迹是所有的用户和我们一起创造的，真的特别激动，感谢所有下订单的用户朋友们的支持，这辆车我们真的下了很大的功 夫。"雷军说。 很快，小米官方披露"3分钟大定超20万辆"，"1小时大定超28.9万辆"瞬间引爆市场，当晚小米ADR大涨近10%。随后，他在接受新京报贝壳财经记者采访时 表示，"拿到这么多订单还是挺激动的，远超我的想象"。 6月27日，"小米股票""小米汽车"冲上热搜。当天早盘，小米集团高开8%，股价一度站上61港元，创出历史新高。 屡创"奇迹"的背后，超预期的订单能否如期交付？雷军在访谈中回答了包括如何扩产能、是否靠营销赢、与Model Y的对比、如何做好销量预期管理、如何 看待"内卷"和价格战等热 ...

小米在京召开发布会。（新华社记者 顾天成 摄） 2024年，我国新能源汽车年产销量迈上千万辆级台阶，新能源汽车产销量连续10年位居全球第一。一个个带有里程碑意义的突破，彰显我国迈向 汽车强国的坚实步伐。 据悉，此次发布的小米YU7共推出了标准版、Pro版和Max版3个配置版本和9款配色，其中标准版CLTC续航里程达835公里。同时，小米SU7 Ultra 赛道专业套装和纽北限量版也正式上市。 6月26日晚，小米在京举办发布会，正式发布首款SUV汽车小米YU7。同时，小米还发布了折叠屏手机、AI眼镜、科技家电等十余款新产品。小 米集团创始人、董事长雷军说，未来5年将在核心技术研发上投入2000亿元。 小米首款SUV汽车正式发布。（新华社记者 郭宇靖 摄） 中国汽车工业协会数据显示，今年前5个月，我国汽车产销量同比增长均超10%。其中，新能源汽车产销量分别完成569.9万辆和560.8万辆，同比 分别增长45.2%和44%。我国汽车行业整体运行呈现稳中向好态势。 分秒必争的速度与革新、以数据驱动的智能体验，中国新能源汽车技术不断向高端迈进。 雷军受访时表示，小米进入汽车行业伊始就决心从核心技术做起，在电机、电池、 ...

Group 1 - The core competition between Xiaomi's YU7 and Xpeng's G7 is set to unfold in the Chinese smart electric vehicle market by 2025, with both companies positioning their products to meet different consumer needs [4] - Xiaomi's YU7 is positioned as a "luxury high-performance SUV" with dimensions of 4999mm/1996mm/1600mm and a wheelbase of 3000mm, featuring three powertrain options with a maximum power of 508kW and a 0-100 km/h acceleration time of just 3.23 seconds [6][10] - The YU7 boasts a range of 835km, 770km, and 760km for its three power options, respectively, and includes advanced features such as laser radar and a 700 TOPS Nvidia Drive AGX Thor autonomous driving chip [7][10] Group 2 - Xpeng's G7 is a mid-size electric SUV with a pre-sale price starting at 235,800 yuan, measuring 4892mm/1925mm/1655mm with a wheelbase of 2890mm [9][16] - The G7 features three self-developed Turing AI chips, achieving a computing power of 2200 TOPS, which is nearly three times that of the current Tesla Model Y, although it does not include laser radar [11] - The G7's smart cockpit includes an AR-HUD system developed in collaboration with Huawei, enhancing navigation and driving experience with augmented reality features [12][16] Group 3 - Both YU7 and G7 target the Tesla Model Y, with YU7 aiming for direct competition in terms of size, intelligence, and performance, while G7 seeks to flank Tesla by focusing on local advantages in voice interaction and multi-screen connectivity [17] - The expected price range for YU7 is between 250,000 to 270,000 yuan, while G7's official price may drop to just above 200,000 yuan, catering to different segments of consumers [16][17]

Core Viewpoint - Leap Motor officially launched the 2026 model of the Leap C16, which includes both range-extended and pure electric versions, with prices ranging from 151,800 to 181,800 yuan, reflecting a price reduction of 8,000 yuan compared to the pre-sale price [1][3] Group 1: Product Launch and Features - The new Leap C16 offers two seating configurations (5-seat and 6-seat) and a total of 8 configurations [1] - The vehicle utilizes CTC 2.0 battery integration technology, featuring an 81.9 kWh battery for the pure electric version with a CLTC range of 630 km, and a 38.7 kWh battery for the range-extended version with a combined range of 1,150 km [8] - The C16 is equipped with the new LEAP 3.5 electronic architecture and Qualcomm Snapdragon SA8295P cockpit chip, enhancing its technological capabilities [9] Group 2: Market Positioning and Strategy - Leap Motor has positioned the C16 in a unique market space by entering the 150,000 yuan segment, avoiding direct competition with other brands in the mid-to-large SUV market [5] - The company has achieved a cumulative delivery of over 800,000 vehicles, with a record sales figure of 45,000 units in May, demonstrating its ability to maintain competitive pricing while enhancing features [3][5] Group 3: Driving Experience and Comfort - The C16 features advanced driving dynamics with front and rear dual FSD variable damping shock absorbers, improving ride comfort by over 50% on bumpy roads [11] - The 6-seat version includes electric sliding second-row seats, enhancing passenger space and comfort [11][13] - The 5-seat version offers a unique electric flat bed mode, along with luxury features such as a 15.6-inch rear screen and a high-end audio system [13]