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电厂 | 小米YU7发布十日:雷军忙交付,用户想退订
Sou Hu Cai Jing· 2025-07-08 10:55
6月26日晚,小米YU7正式上市,上市开售仅3分钟,大定订单(可退定金)就突破了20万辆。第二天, 小米就宣布"开售18小时,小米YU7锁单量(定金不可退)已突破240000辆"。 回顾中国汽车的历史,这也是罕见的新车上市销量记录。小米集团董事长雷军在发布会后接受媒体采访 时就说:"原本觉得YU7销量只要比SU7好就行,拿到这么多订单'远超想象'。" 现在,小米YU7的交付期甚至排到了2027年,问题也随之而来。有用户不想等到2026年甚至2027年,因 为有可能承担新能源汽车购置税变化的风险。也有用户反映,原本小米推出的SU7转YU7政策,竟然变 成了SU7转不了还多了一辆YU7的订单。更多问题淹没在了小米YU7的舆论场中。 小米汽车官网显示,目前小米SU7的最短交付周期是33周,最长则需要41周。小米YU7最短需要45周, 最长甚至需要62周。背后反映的是小米汽车产能严重不足——目前小米汽车只有2024年3月投产的一期 工厂,年产能15万辆;二期工厂预计能在今年7月底全面投产,但年产能也只有15万辆,且新工厂投产 仍然需要一段时间的产能爬坡期。 超20万YU7车主中的"异类" 一位已经下定金锁单的YU7北 ...
数十万YU7准车主被友商盯上,小米汽车产能困局何时解?
3 6 Ke· 2025-07-07 01:11
Group 1 - Xiaomi's YU7 electric vehicle has set a new record for the fastest pre-orders in the industry, with over 200,000 orders in just 3 minutes and 240,000 within 18 hours, surpassing its own previous model, SU7 [1][2] - The delivery timeline for the YU7 has significantly extended, with the standard version now taking over 50 weeks and the Max version at least 33 weeks, leading to customer frustration and potential cancellations [1][3] - Competitors such as Zeekr, NIO, and others are actively targeting YU7 customers by offering to reimburse their deposits if they switch to their brands, indicating a competitive market response [1][10][11] Group 2 - The YU7's delivery delays are longer than those of the SU7, which had a maximum delivery time of 30 weeks, highlighting a growing demand that exceeds current production capabilities [3][13] - The high demand for YU7 has led to a secondary market where orders are being resold for thousands to tens of thousands of yuan, reflecting the vehicle's desirability and potential for rental income [4][7] - Xiaomi's production capacity is currently limited to 30,000 vehicles annually, which is insufficient to meet the overwhelming demand for both YU7 and other models, leading to a backlog of orders [13][15] Group 3 - Xiaomi is implementing strategies to increase production capacity, including optimizing supply chains and potentially establishing a third factory, to address the delivery challenges posed by high order volumes [16][19] - The company is facing a critical period where it must balance production ramp-up with maintaining consumer trust, as competitors leverage the delivery delays to attract potential customers [17][19] - The situation mirrors challenges faced by other electric vehicle manufacturers like Tesla, indicating that overcoming production hurdles is a common rite of passage for emerging players in the industry [15][18]
一年后才能提YU7,雷军比粉丝更着急
虎嗅APP· 2025-07-06 13:23
字母榜 . 以下文章来源于字母榜 ,作者彦飞 让未来不止于大 本文来自微信公众号: 字母榜 ,作者:彦飞,题图来自:视觉中国 在YU7一小时大定近30万单火爆登场后,小米正面临着一场空前艰苦的产能冲刺。 截至目前,小米汽车APP的YU7交付时间已经拉长至9个月,甚至一年以上。其中,YU7标准版为 58~61周,Pro版为51~54周,Max版为39~42周。 小米汽车门店的销售人员向字母榜确认了这一点,并建议订购起售价高达32.99万元的Max版,尽量 缩短交车周期。 对于漫长的等待,小米粉丝并不特别介意。字母榜在探店时发现,动辄一年的等待期,并没有让忠实 拥趸热情稍减。这里面有品牌忠诚度的因素,也有大多数购车者均为增购、家里另有车开的原因。 但手握数十万张锁定订单的小米,并不敢就此躺平一整年。如何尽快拉升产能,已成为小米汽车接下 来很长一段时间的头等要务。 目前,小米所有车辆均产自北京亦庄的一期工厂,原本设计年产能15万辆,去年6月开始两班倒,并 通过加装机器人等挖掘潜能。目前,这座工厂每76秒就有一辆新车下线,日产量约1000辆。 小米拉高产能的关键,是将于6月中旬竣工的二期工厂。它的规划产能同样是每年1 ...
都市车界|系统故障锁单延迟、友商趁势“截和”,小米YU7陷交付困局
Qi Lu Wan Bao· 2025-07-02 03:26
Core Viewpoint - The launch of Xiaomi's first SUV, the YU7, faced significant technical issues during the pre-order process, leading to consumer frustration and potential delays in vehicle delivery [3][5][8]. Group 1: Technical Issues - Many consumers experienced system errors while trying to lock in their orders, including incorrect prompts for pre-filled identity information, which delayed their ability to complete purchases [3][5][7]. - Complaints included issues such as "pre-filled customer information not displaying," "lock order button not showing," and "duplicate payments," which contributed to significant delays in securing orders [5][8]. - The technical failures resulted in some consumers missing out on timely order placements, which could affect their position in the order queue [5][8]. Group 2: Delivery Timeline and Capacity Challenges - The expected delivery time for the YU7 has extended to 37-57 weeks, with some customers potentially waiting until 2026 or 2027 to receive their vehicles [8][9]. - Xiaomi's production capacity is limited, with the first phase factory having an annual capacity of 150,000 units, and the second phase expected to start production in July 2023, but with limited output due to ramp-up challenges [9][10]. - The initial order volume of 240,000 units within the first 18 hours has already exceeded the available capacity, raising concerns about the company's ability to meet demand [9][10]. Group 3: Competitive Response - Competitors have quickly capitalized on Xiaomi's delivery issues, offering discounts and incentives to attract potential YU7 customers, such as cash rebates and service packages [11][12]. - Xiaomi's founder, Lei Jun, has acknowledged the situation but suggested that other domestic electric vehicles are also good options for consumers [12]. Group 4: Legal and Consumer Rights - Consumers have raised concerns about the inability to refund deposits due to system failures, questioning the fairness of Xiaomi's policies [13][14]. - Legal experts suggest that Xiaomi may be liable for damages caused by technical failures that prevented timely order placements, potentially violating consumer protection laws [14][15]. Group 5: Future Outlook - Xiaomi is actively working to address production bottlenecks by accelerating factory construction and improving operational efficiency [10][18]. - The company's ability to enhance production capacity and restore consumer confidence will be critical for its future success in the automotive market [18].
小米景曦科技竞得亦庄工业用地,或为汽车三期项目布局
Ju Chao Zi Xun· 2025-06-22 13:43
2025年6月19日,小米景曦科技有限公司在北京亦庄新城的土地竞拍中脱颖而出,成功竞得一块面积达48.51万平方米的工业用地,成交价为6.35亿元。该地 块紧邻小米汽车二期工程项目,引发了外界对小米汽车三期工厂项目的广泛猜测。 土地竞得引发关注,三期项目猜想四起 此次竞得的工业用地位置优越,与小米汽车二期工程相邻,这使得市场普遍认为小米汽车的三期项目可能正在规划之中。小米汽车自2022年宣布造车以来, 一直备受行业关注。一期工厂占地面积71.8万平方米,设计年产能15万辆,已于2024年正式投产。二期工厂同样规划年产能15万辆,目前正处于设备进厂阶 段,预计将于今年6月中旬竣工。 小米汽车的产能布局一直稳步推进,一期和二期工厂的建设速度和规划规模都显示出小米在汽车领域的决心和战略布局。此次竞得的48.51万平方米土地, 如果用于三期工厂建设,将进一步提升小米汽车的产能,满足市场对其产品的需求。 小米汽车产能扩张,战略布局加速 从一期到二期,小米汽车的产能规划始终围绕着15万辆的年产能展开。此次竞得的工业用地面积与一期工厂相当,显示出小米对三期工厂的规划可能同样具 有雄心。如果三期工厂建成,小米汽车的总产能将达 ...