IT之家 10 月 12 日消息，疑似小米第三款车型（暂称小米 YU9）在新疆测试的谍照近日在网上曝光，而就在昨日，小米创办人、董事长兼 CEO 雷军在社交媒体上表示，他已抵达新疆塔县，参与小米汽车的高原测试。这引发了网友的猜测，认为雷军可能是在亲自测试小米的第三 款车。 雷军 25-10-11 15:46 发布于 新疆 来自 Xiaomi 17 Pro 已编辑 这里是昆仑山脚下，帕米尔高原，平均海拔4000多米。 这次高原测试，我们有20多位工程师,测试的内容比较多,比如测试小米YU7高原 续航、充电、防晒(高原紫外线很强)等。 IT之家注意到，除了雷军，小米汽车高级顾问胡峥楠、小米集团副总裁张剑慧、小米汽车产品部总经理于锴等高管的社交媒体账户 IP 属地均 显示为新疆，表明他们也参与了此次测试。雷军在社交媒体上发布的合照显示，测试团队在昆仑山脚下集结，且测试内容丰富，包括小米 YU7 高原续航、充电、防晒等项目。此前，小米 SU7 和小米 YU7 发布前，均有高管参与路测，此次雷军等高管的行动，似乎预示着小米 YU9 很快就要来了。 [ 36 日 326 n 1583 哈 分享这条博文 十关注 张剑慧 首 ...

Core Viewpoint - GAC Group has officially entered the range-extended hybrid market with the launch of its new technology "Star Source Range Extension," addressing key industry pain points such as high fuel consumption, slow acceleration, and significant noise during low battery operation [2][3] Group 1: Product Launch and Features - The first model equipped with the Star Source Range Extension technology is the Haobo HL Range Extended Version, which offers both five-seat and six-seat configurations, with a price range of 269,800 to 299,800 yuan [2] - The Haobo HL features a 60 kW·h battery from CATL, providing a pure electric range of 350 kilometers and a comprehensive range of 1,369 kilometers, along with 800V/5C ultra-fast charging technology that can add 210 kilometers of range in just 10 minutes [2][3] Group 2: Market Position and Strategy - GAC Group's Haobo HL marks the company's return to the range-extended hybrid market after over a decade, indicating a shift in its new energy development strategy [3] - GAC Group plans to introduce multiple hybrid models starting in 2025, acknowledging that consumer range anxiety will persist due to insufficient charging infrastructure [3][4] Group 3: Competitive Landscape - The range-extended hybrid market has seen rapid growth, benefiting various electric vehicle companies, with GAC Group's Haobo HL positioned against competitors like Li Auto L8 and Aito M8 [4] - The Haobo HL is competitively priced, but it may face challenges in brand appeal compared to newer entrants like Li Auto and Aito [4] Group 4: Technological Advancements - The Haobo HL is equipped with GAC GSD advanced intelligent driving assistance system, featuring laser radar and Orin-X chip, achieving over 99% coverage in all scenarios [5] - The vehicle also includes a new generation Qualcomm Snapdragon 8295P chip, enhancing computing power by four times for a smoother user experience [5] Group 5: Company Performance and Future Outlook - GAC Group is undergoing significant internal reforms, including the "Panyu Action" initiative aimed at enhancing operational efficiency and integrating its brands [5] - Despite the launch of the Haobo HL, GAC Group faces sales pressure, with a total sales volume of 755,300 units in the first half of the year, a year-on-year decline of 12.48% [6]

Core Insights - Xiaomi is rapidly expanding its automotive lineup, with new models including an extended-range SUV and a compact car, aiming to capture the youth market [1][4][20] - The first extended-range SUV, codenamed "Kunlun," is designed as a mid-large six-seat SUV, targeting family users with a sporty design [6][8] - The compact car is speculated to be a new model aimed at the entry-level market, potentially priced between 150,000 to 200,000 yuan, with a focus on electric options [17][19] Summary by Sections New Model Launches - Xiaomi's new extended-range SUV and a mysterious compact car have been revealed through leaked photos, indicating a strategic expansion in their vehicle offerings [4][6] - The SUV features three rows of seating and advanced driver-assistance systems, with a planned launch in 2026 [8][10] Market Positioning - The extended-range SUV enters a competitive market dominated by brands like Li Auto and Aion, which have already established strong sales [10][12] - Xiaomi's unique advantages include brand recognition, ecosystem integration, and a reputation for high value, which could help it penetrate the market despite existing competition [12][14] Production and Delivery - Xiaomi has delivered over 300,000 vehicles in 15 months, indicating a capacity to meet growing demand [14][16] - The company faces challenges related to production capacity and delivery timelines, which will be critical as it introduces new models [16][25] Strategic Approach - Xiaomi's strategy mirrors its smartphone approach, starting with high-performance models to build brand prestige and gradually introducing more affordable options to attract a broader customer base [20][22] - The introduction of a lower-priced entry model could further enhance Xiaomi's market presence and appeal to young families [19][22] Future Outlook - With the successful launch of the SU7 and YU7, along with upcoming models, Xiaomi's automotive prospects appear promising despite potential challenges [25]

Group 1 - Xiaopeng plans to launch two range-extended large vehicles, G9 and X9, in Q4 of this year, marking its first entry into the market beyond pure electric vehicles [1] - Following these two models, Xiaopeng will expand its range-extended technology to mid-range and low-end markets, with upcoming models like G7 and the MONA series also featuring range-extended versions [2][5] - The MONA series currently has only one model, the M03, which has contributed over 40% of Xiaopeng's sales in the first half of the year, and more models are expected to be released in this series [3][4] Group 2 - Xiaopeng is simultaneously advancing range-extended technology across high, mid, and low-end markets, with a focus on differentiating its range-extended vehicles through features like greater electric range and quieter engines [7] - The company aims to tap into the cost-sensitive market represented by the MONA series, which is crucial for maintaining competitive pricing and controlling costs [10][11] - Xiaopeng's sales strategy has shifted towards the value-for-money market, with the M03 priced between 119,800 and 139,800 yuan, directly competing with BYD's popular models [8][10] Group 3 - In the first half of this year, Xiaopeng delivered 197,000 vehicles, surpassing its total deliveries from the previous year, indicating a significant growth trend [10] - The company aims to achieve profitability in Q4 and has set a target of doubling its annual sales, aiming for approximately 400,000 vehicles [11] - Competitors like Leap Motor and BYD are also focusing on the range-extended vehicle segment, which is becoming increasingly crowded, posing challenges for Xiaopeng [11]

Core Viewpoint - NIO's co-founder Qin Lihong stated that range-extended hybrid technology is not a cost-saving solution, and that pure electric vehicles combined with battery swapping are the optimal solution for increasing driving range [1] Group 1: Electric Vehicle Strategy - NIO focuses exclusively on pure electric vehicles and has not ventured into range-extended hybrids, distinguishing itself in the market [1] - The newly launched Ladao L90, a pure electric large SUV, aims to address the lack of spacious vehicles that can accommodate multiple passengers and luggage [2] - NIO has established over 3,200 battery swapping stations nationwide, with more than 1,900 compatible with the Ladao brand, and this number continues to grow [2] Group 2: Market Performance and Challenges - The Ladao brand's market performance has not met expectations, with over 37,000 units of the Ladao L60 delivered in its first six months, indicating potential in its segment [3] - Three main reasons for Ladao's underperformance include overly high initial product expectations, unfulfilled company commitments, and execution shortcomings [3] - The new CEO of Ladao, Shen Fei, plans to rebuild team confidence and improve foundational capabilities to enhance market position [3] Group 3: Profitability Goals - NIO is accelerating efforts to achieve profitability by the fourth quarter, with Ladao playing a crucial role in this objective [4] - The company aims for reasonable sales growth, improved vehicle gross margins, and enhanced cost management to support profitability [4] - Qin Lihong emphasized that the performance in the fourth quarter will depend on current and future efforts rather than last-minute actions [4]