对标Model Y，首批YU7上海卖最好 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。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。 在直播中雷军表示，发布会前自己特别担心。"有人还说我是凡尔赛，其实我的担心有三个因素，一是 虽然SUV的市场很大但竞争很激烈，Model Y比大家想象的要强大很多，国内车厂对Model Y发起了一 波又一波的进攻，但至今没有一个产品能撼动它；第二点的话，YU7在SUV里是一款非常不同的产品， 定位为一款豪华的高性能的SUV, 这个形态消费者是不是能接受？最后还有一点是我们全系标配了很多 很多的配置，比如全系标配了激光雷达和各种很高的配置，这个配置相当于竞品的Max版或者Ultra版 本，所以它的成本很高，我们的定价也过了25万。这几个因素下来，我还是很担心的，担心并没有想象 中那么火。" 雷军还根据目前的订单分享了相关用户画像。雷军表示，截至目前，小米YU7 ...

Core Insights - The new energy vehicle market in China is experiencing robust growth and intense competition, with several new players reporting significant sales figures for June [1][2][3] Company Performance - Hongmeng Zhixing achieved a record delivery of 52,700 vehicles in June, marking a historical high for both monthly and daily sales, and leading the new energy vehicle market [2] - Leap Motor delivered 48,000 vehicles in June, a year-on-year increase of over 138%, with cumulative deliveries exceeding 800,000 [2] - Li Auto's deliveries fell to 36,300 units in June, a decrease of 24.1% compared to the same month last year, but plans to accelerate the launch of new electric models in the second half of the year [2] - Xpeng Motors reported a significant increase in deliveries, with 34,600 vehicles delivered in June, a year-on-year growth of 224% [3] - Deep Blue Automotive delivered 29,900 vehicles in June, a year-on-year increase of 79% [4] - Xiaomi Automotive delivered over 25,000 vehicles in June, with a notable order volume for its new SUV model, the Xiaomi YU7 [4] - NIO delivered 24,900 vehicles in June, a year-on-year increase of 17.5% [5] - Zeekr delivered 43,000 vehicles in June, maintaining a delivery volume above 40,000 for four consecutive months [6] Market Trends - The June sales performance was influenced by various factors, including promotional activities during the Dragon Boat Festival and increased family car purchases due to the end of the college entrance examination [1] - The shift in consumer behavior is evident, with a focus on practicality and cost-effectiveness in vehicle purchases [6] - The new energy vehicle market is seeing a reshuffling of delivery rankings, indicating changing dynamics and competition among new players [6]

又到了月初晒成绩单的日子，小鹏、蔚来等明星车企的整体销量曲线依旧亮眼。 6月，小鹏汽车单月销量为3.46万辆，同比增长224%；蔚来公司单月销量为2.49万辆，同比增长17.5%；阿维塔单月销量1.02万辆，同比增长117%。 | 车企 | 5月交付量 | 6月交付量 | 环比 | | --- | --- | --- | --- | | | (台) | (台) | | | 零跑 | 45057 | 48006 | 6.55% | | 理想 | 40856 | 36279 | -11.20% | | 小鹏 | 33525 | 34611 | 3.24% | | 深蓝汽车 | 25521 | 29893 | 17.13% | | 埃安 | 26777 | 27848 | 4.00% | | 小米汽车 | 超2.8万 | 超2.5万 | 环比下滑 | | 蔚来 | 23231 | 24925 | 7.29% | | 极氨 | 18908 | 16702 | -11.67% | | 阿维塔 | 12767 | 10153 | -20.47% | | 蓝图汽车 | 10022 | 10053 | 0.31% | 图/部 ...

华为系首次突破5.2万辆，鸿蒙智行站上了新势力榜单第一。 6月份，鸿蒙智行总交付量达到5.27万辆。其中，贡献最大的就是问界品牌了，全系交付4.46万辆。问界M9月销继续稳定在1.3万辆以上，问界M8则超过 2.1万辆。说实话，这个数据有点恐怖了。因为这两款车的交付量，就来到3.4万辆了。宝马在中国销量不好的时候，月销也就3万来辆。 也就是说，问界开始真正站稳BBA的生态位了。这还是问界卖得比BBA更贵的情况下，所取得的销量。宝马5系、奥迪A6L、奔驰E级，入门款纷纷跌破 30万了，但消费者仍旧愿意高价买入问界，也不选BBA了。 问界M8起售价35.98万元，额外还要支付一万元华为智驾买断费用，随便再选配一下内饰，车漆、轮毂，落地价基本就是40万以上了。反向来看，这还是 没贴华为标的情况下，纯靠产品力打下来的销量。要是换装华为标，它的销量只会更大。 可以说，华为不造车，给BBA续了一大条命。要是华为亲自下场，标自己的标，BBA只会被冲击得更为惨烈。 但现在，鸿蒙智行已经拓展到四个界了，除了问界外，其他三个界，销量并不大。比如享界品牌，当前就只出了一款S9，月销也才刚刚突破4000辆。与 奇瑞合作的智界，销量更 ...

（原标题：摩洛哥汽车市场转型面临挑战） 另一个显著变化是中国汽车品牌的崛起。长期以来，中国品牌被摩洛哥消费者认为"技术落后"、"适配性不 足"，但是以比亚迪、吉利、长安、奇瑞、长城、北汽为代表的中国车企，正在重塑中国汽车的刻板印象。摩 洛哥汽车进口商协会主席阿卜杜勒瓦哈卜?恩纳西里指出，过去中国品牌缺席摩洛哥主流的柴油车市场，如今 它们正以混合动力和纯电动产品实现弯道超车。中国汽车形象正在逐步转变，中国汽车的配置更优、安全性更 高，提供长期保修承诺和完善的售后服务网络。消费者在比较、试驾后，更愿意购买中国品牌汽车。 摩市场对新车需求持续增长，截至 2025年5月，新车上牌量较去年同期增长36%，超出业内人士预测。阿 卜杜勒瓦哈卜?恩纳西里表示，究其原因，去年以来旅游业的蓬勃发展带动了汽车租赁和旅游运输行业，租车 公司重新扩充车队，带动了分销网络。但即便出现显著复苏，行业结构尚未发生深刻变革，仍以传统燃油车为 主导，占比75%左右。 相关ETF A50ETF (产品代码: 159601) ★ 跟踪：MSCI中国A50互联互通人民币指数 近五日涨跌：1.82% 据《今日摩洛哥》杂志6月27日报道，随着特斯拉的到来 ...

零跑在造车新势力中继续领跑，6月交付量逼近5万辆大关，并且与其他4家车企进一步拉开差距。 6月，理想、小米的交付量都"不理想"。小鹏增速第一，但交付量仍未突破4万辆大关。蔚来呈现持续回升态势，但交付量仍有待提升。 6月结束意味着2025年上半年收官。新能源车企2025年上半年"成绩单"浮出水面，对比其年度销量（交付量）目标，仅有小鹏的进度条超50%。 | 品牌 | 6月销量或交付量(辆) | 同比 | 环比 | 上半年销量或交付量(辆)年度目标完成度 | | | --- | --- | --- | --- | --- | --- | | 比亚迪 | 382585 | 11. 98% | 0. 03% | 214.60万 | 39.02% | | 吉利新能源 | 122367 | 185. 52% | -11.34% | 72.52万 | 48. 35% | | 鸿蒙智行 | 52747 | 14.32% | 18. 66% | 约21万 | 21% | | 零胞 | 48006 | 138. 65% | 6. 52% | 22.17万 | 36.95%至44.34% | | 赛力斯新能源 | 46086 | ...

以下文章来源于定焦One ，作者定焦One团队 定焦One . 深度影响创新。 来 源丨 定焦One（ID： dingjiaoone ） 作者丨 金玙璠 编辑丨 魏佳 "过去几天，几乎所有车企都在研究小米YU7大卖对自己的影响。"一位汽车行业从业者这样描述当下 的车圈氛围。 6月26日晚22点， 小米汽车首款SUV车型YU7开启下定通道 （下定规则为5000元定金7天未锁单可 退） 。短短3分钟， 大定突破20万辆 ；1小时后，这个数字飙升至28.9万；18小时锁单24万辆 —— YU7 可能是有史以来卖 得 最快的车， 按25.35万元起售价折算，订单价值已突破600亿元。 这个订单量相当于小米SU7上市13个月累计销量的总和，特斯拉Model Y去年在华销量的一半，理想 L6一年的销量总和 。 压力迅速传导到销售端。某新势力品牌销售人士坦言："这个周末客流减少五成，全跑去隔壁看小米 了"。 而 小米门店，拼车试驾已是常态 。 "现在定车，YU7标准版要等一年零一个月提车，Max版要 等6-8个月提车"，小米汽车销售对我们说， "定SU7等的时间短一点， 大概 半年。" YU7的火爆甚至催生了灰色生意：闲鱼 ...

据财联社报道，目前，蔚来、阿维塔和极氪均推出针对已预订包括小米YU在内的多个品牌车型的用户 如转而购买自家产品，可享受退订补偿的相关政策。其中，蔚来、阿维塔以"抵扣车价"的方式进行全额 补偿，极氪则奖励相应金额的积分。 另外，21世纪经济报道也报道称， 目前智己、蔚来、极氪、智界、阿维塔等品牌均已启动"截胡"策略 。 一位蔚来上海门店的销售人员告诉记者， 如果购买蔚来品牌旗下车型，可报销YU7锁单定金5000元； 若选购乐道车型，也可报销5000元定金 ，但需经过店长申请报备；购买萤火虫车型则只可以报销2000 元定金。有YU7锁单车主在社交平台上表示，YU7排产日期公布后的第二天，蔚来销售人员便主动来电 沟通，表示愿意提供补贴。 智己和极氪也推出了相关优惠活动，不过不同地区的门店政策有所区别。例如，极氪湖北的销售人员表 示可报销YU7定金；但在四川，已下定YU7的消费者转购极氪则可能获得积分奖励。同样，在长沙， YU7车主转购智己可享受定金报销；而在西安，YU7车主转购智己后，其定金将转换为电卡费用，可于 全国大部分充电桩上使用。 阿维塔汽车的湖北和成都线下门店的销售都告诉记者可报销YU7定金。其中，一位阿 ...

Core Viewpoint - The launch of Xiaomi's YU7 has generated significant market interest and competition among electric vehicle manufacturers, highlighting both the demand for the model and the challenges related to production capacity and delivery timelines [1][2]. Group 1: Market Response and Demand - Xiaomi's YU7 achieved an impressive 240,000 locked orders within 18 hours of its launch, showcasing the brand's strong market appeal [1]. - Despite the high demand, the delivery timelines for the YU7 are extended, with the standard version expected to take 57-60 weeks for delivery, and the Pro and Max versions taking 50-53 weeks and 37-40 weeks, respectively [1]. Group 2: Production Capacity Challenges - The current production capacity at Xiaomi's smart manufacturing base is limited to 150,000 vehicles annually, with the SU7 model consuming a significant portion of this capacity [2]. - Although the second phase of the manufacturing project has completed planning and acceptance, the timeline for mass production remains uncertain, which could lead to delays in fulfilling the 240,000 locked orders [2]. Group 3: Competitive Landscape - Other electric vehicle manufacturers, such as NIO, Avita, and Zeekr, are offering compensation policies to customers who switch their orders from the YU7 to their own models, indicating a competitive response to Xiaomi's success [1]. - The emergence of "scalpers" reselling YU7 orders at a premium has further complicated the situation, as buyers face longer wait times and may opt to purchase from competing brands instead [3].

Core Viewpoint - Rivian Automotive is expected to experience significant sales growth of over 40% next year, driven by the introduction of three new models priced under $50,000, although potential risks from political changes could impact this growth [1]. Group 1: Sales Growth and New Models - Analysts predict Rivian's sales will grow by more than 40% in the upcoming year [1]. - The introduction of three new models, all expected to be priced under $50,000, is identified as the primary catalyst for this growth [1][2]. - Currently, Rivian's lowest-priced truck starts at approximately $70,000, indicating a gap in affordable offerings compared to competitors like Tesla [2]. Group 2: Market Demand and Consumer Behavior - More than 90% of Tesla's sales come from its mass-market models, highlighting the importance of affordable options for EV companies [2]. - Surveys indicate that most Americans prefer to spend less than $50,000 on their next vehicle purchase, emphasizing the need for Rivian to align with consumer price expectations [3]. Group 3: Political and Economic Factors - Federal EV tax credits, which can reduce vehicle prices by up to $7,500, play a crucial role in boosting demand for EVs [3]. - There are concerns that proposed eliminations of these tax credits by political figures could significantly slow Rivian's growth [6]. - Historical data from Germany shows that the sudden end of EV incentives led to a 27.4% drop in EV sales, suggesting potential risks for Rivian if similar actions occur in the U.S. [5][6].