8月1日，新能源车企相继发布7月交付量或销量。零跑汽车、小鹏汽车、小米汽车等均创单月交付新 高，表现亮眼。 新势力车企交付排名中，零跑汽车、小鹏汽车、理想汽车交付量位居前列。其中，零跑汽车稳居第一， 7月交付突破5万辆。小鹏汽车交付量超过理想汽车，位居第二。 7月，比亚迪（002594）新能源汽车销量34.43万辆；今年以来累计销量249.03万辆，同比增长27.35%。 值得注意的是，7月，多款新能源SUV上市或交付，SUV市场成为各车企竞争的焦点。业内人士认为， 随着小米YU7及小鹏G7等众多自主品牌SUV的上市，有望打破20万元—30万元的SUV市场竞争格局。 小鹏汽车反超理想汽车 7月，车企密集发布新车，差异化竞争丰富了市场供给，一定程度上激发了消费活力，提振销量增长。 具体来看：7月，零跑汽车交付新车5.01万辆，同比增长超126%，这是零跑汽车单月交付首次突破5万 辆，并连续5个月稳居新势力月交付领先位置。7月，零跑汽车发布了全新C11、以及B系列首款轿车 B01。其中，B01上市7天，便取得了1万辆量产下线的亮眼成绩。 7月，小鹏汽车交付新车3.67万辆，同比增长229%，环比增长6%，创单月交 ...

Core Insights - Xiaomi held its 15th anniversary strategic product launch event on May 22, with significant attention on the Xiaomi YU7 model, although the specific price was not disclosed by founder Lei Jun [1][3] - Lei Jun indicated that the YU7 is expected to officially launch in July, and he refrained from announcing the official price or initiating pre-orders [3] Product Features - The Xiaomi YU7 features a luxurious dual-zone surround cockpit with Nappa leather seats, zero-gravity front seats, and a panoramic display with advanced projection technology [6][7] - It boasts a powerful driving experience with dual motors, all-wheel drive, and a maximum power output of 508 kW, achieving 0-100 km/h in 3.23 seconds [8][9] - The YU7 is equipped with advanced safety and performance technologies, including laser radar, 4D millimeter-wave radar, and a 96.3 kWh lithium iron phosphate battery, offering a maximum range of 835 km [12] Competitive Positioning - Lei Jun compared the YU7 to Tesla's Model Y, asserting that the YU7 surpasses the Model Y in several aspects, including range and performance [14] - The anticipated pricing for the YU7 is expected to be higher than the Model Y, which starts at 263,500 yuan, with industry predictions placing the YU7's price between 250,000 and 300,000 yuan [14][16] - The entry of the YU7 into the competitive domestic electric SUV market is expected to create significant impact, although it may not drastically affect Model Y's sales due to the high growth potential of the SUV market [18]