小米SU7将迎来首次改款。 1月7日，小米汽车正式宣布，旗下首款量产车型SU7迎来首次改款，新一代SU7即日起开启小订，预计将于同年4月正式上市。 小米汽车方面表示，作为小米汽车的销量支柱车型，此次改款将在在安全、性能、设计等维度实现升级。 2024年，小米SU7正式发布并于同年4月开始交付，上市后，市场反应火爆，凭借酷似保时捷帕拉梅拉的外观，小米SU7圈粉无数。小米科技董事长雷军 表示，该车上市1年9个月中，交付量超36万辆，月均交付超1.7万辆。 此次换代升级，主要集中于四个点，包括安全配置、底盘技术、续航能力以及设计。 具体看，安全配置方面，进一步强化整车安全防护体系，具体涵盖电池热失控防控优化与车身结构强度提升，同时全系标配激光雷达；底盘技术迎来革 新，搭载更先进的智能底盘系统，通过软硬件协同优化提升驾驶质感与操控稳定性；续航能力实现重大突破，最高续航里程突破900公里，有效缓解用户 续航焦虑；设计层面新增"卡布里蓝"车漆颜色，搭配全新轮毂样式与焕新内饰设计。 多方面的升级让整车售价有所提高，公司表示，新车推出标准版、Pro版、Max版三个配置，预售价分别为22.99万元、25.99万元、30.99万 ...

Core Insights - The Chinese electric vehicle (EV) industry is transitioning from a phase driven by policy subsidies and market incentives to a technology-driven phase focused on safety, marked by the implementation of the new battery safety standard GB38031-2025 in July 2026 [1][2] Policy Iteration - The increase in safety requirements is a response to the rise in EV fire incidents, which reached 640 in Q1 2024, a 32% year-on-year increase, with 90% linked to battery thermal runaway [2] - The new national standard shifts from a "5-minute escape time" to a "zero tolerance" approach, mandating that vehicles must not catch fire or explode within 2 hours after a thermal runaway event [4] Technological Changes - Key changes include upgrades in thermal runaway management, scenario-based safety testing, and occupant health protection [4] - Companies are adopting multi-layered protective technologies, such as CATL's NP technology, to enhance safety [4] - New testing scenarios include bottom impact tests and safety tests after 300 fast charging cycles, with companies like Dongfeng demonstrating superior protective capabilities [4] Technical Pathways - The rise in safety standards is fostering competition and integration of diverse technological routes [5] - Lithium iron phosphate batteries are gaining prominence due to their higher safety, while ternary lithium batteries are seeking breakthroughs through design optimizations [5] - Solid-state batteries are viewed as a long-term direction due to their non-flammable electrolytes [5] Industry Dynamics - Compliance with new safety standards is expected to increase battery system costs by 15%-20%, potentially leading to price hikes or market exits for low-end models [6] - Despite cost pressures, companies are committed to maintaining safety standards and will be cautious in adopting unverified technologies [6] - The industry is expected to see increased concentration, with 30% of production capacity affected by 2027, benefiting leading companies [6] Market Reconstruction - The new standards are expected to create significant demand in the testing and certification sector, with single test costs exceeding 2 million yuan [8] - Improved safety will likely lead to lower insurance premiums for compliant vehicles, with potential reductions of 15%-20% [8] - Consumer perception is shifting, with safety becoming a primary consideration in vehicle purchases, as 78% of companies have developed "non-flammable" technologies, although less than 40% fully meet all standards [8]