出品丨虎嗅汽车组 作者丨肖漫 头图丨视觉中国 "斌哥这回拼了。"在乐道L90技术发布会后，众多现场观众如此热议乐道L90的预售价格，以及在台上讲了近 180 分钟产品技术的李斌。 在四季度盈利目标的压力下，蔚来已经没有犯错的机会。上半年，蔚来已经上市六款新品，手上的牌仅剩三张。 全新产品乐道 L90 承载着蔚来能否逆转命运、实现盈利的希望。打赢了，蔚来可以赢得喘息；输了，蔚来…… 本期车圈脉动，聚焦乐道L90，分析这款关系蔚来生死转折的新车，能否在竞争激烈的市场中打出漂亮一仗。 【乐道二战，L90上场】 乐道L90车身长度5145mm，车宽1998mm，车高1766mm，轴距3110mm，定位旗舰级大三排SUV。 空间大。乐道L90空间利用效率较高，后备箱空间达到430升，前备舱空间达到240L，用李斌的话说，装得下"六人十箱"。 | 参数/车型 | 飛道L90 | 理想i8 | | --- | --- | --- | | 定位 | 纯电大型SUV | 纯电大型SUV (5C超充) | | | (支持换电) | | | 尺寸 (mm) | 5145×1998×1766 | 5085×1960×1740 | | ...

VinFast(VFS.O)6月在越南交付了11,382辆电动汽车。 ...

Core Viewpoint - The launch of Xiaomi's YU7 has sparked significant consumer interest, achieving 200,000 pre-orders in just three minutes, indicating a shift towards online car purchasing models [1][5][6] Group 1: Sales and Delivery Challenges - Xiaomi aims to deliver 350,000 YU7 units this year, with over 150,000 already delivered by mid-year, leaving a gap of 200,000 units to be fulfilled in the second half [2][5] - The estimated delivery time for the standard YU7 is currently 59-62 weeks, which may improve with the ramp-up of production capacity [2][5] - The inability to cancel orders after a 7-day grace period and the requirement for detailed personal information at the time of order have raised concerns among consumers [2][5] Group 2: Market Dynamics and Competition - The presence of scalpers reselling YU7 orders on platforms like Xianyu highlights the high demand and potential market inefficiencies [3][5] - Comparatively, traditional car manufacturers like Volvo rely on a network of over 200 dealerships, allowing for a more transparent and efficient sales process [8] - The "three-minute 200,000 orders" phenomenon is partly attributed to Xiaomi's unique online-only purchasing model, which differs from the traditional car sales approach [6][9] Group 3: Consumer Behavior and Expectations - Consumers generally expect to wait no longer than 1-2 months for vehicle delivery, and extended wait times can lead to order cancellations [9][10] - Reports indicate that over 70,000 orders for the YU7 have been canceled, primarily due to long delivery times and impulsive purchasing behavior [9][10] - The automotive industry has a history of "hunger marketing," where high demand leads to increased prices and delivery challenges, which could affect consumer loyalty [10]

雷军在其微博发文称，小米YU7用户改配倾向明显，更多人选择Max高配版，热门颜色为影青 色、珍珠白、流金粉。 此前，雷军在直播时透露，小米YU7测试投入653台车辆，累计完成649万公里道路实测，覆盖 296个城市。此外，小米汽车已经在纽北租用了办公室，一共2780平方米，预计明年年初启用。 今年7月1日，小米汽车官方微博"晒"出了2025年6月的交付成绩单。数据显示，小米汽车6月交 付量超过25000台。小米汽车表示，正在全力以赴抓紧生产。 民生证券认为，截至目前，小米SU7仍有大量定单尚未交付，据小米汽车APP显示，锁单后交付 时间在30周以上。目前，小米二期工厂尚未竣工，预计近期有望开始投产；一期工厂设计产能 15万台，据雷军，双班倒之下目前每月也只能生产两三万台。因此，今年小米汽车交付量主要 取决于产能情况。 7月6日下午，小米首款SUV YU7在58城同步开启交付，北京小米科技园举行首批车主交付仪 式。小米集团创始人、董事长兼CEO雷军亲自为车主开车门、赠送捧花，并与用户互动合影。 上海证券报记者梳理发现，若以"新车型首次大规模交付仪式"为标准，这次小米YU7的交付是 继小米SU7和小米SU7 Ul ...

Core Viewpoint - The starting price of the Ladao L90 is confirmed to be below 300,000 yuan, showcasing the product strength of Ladao after its transformation [2][4]. Group 1: Product Launch and Features - The Ladao L90 is the second model from Ladao and the first after its transformation, aimed at increasing delivery volumes [4]. - The Ladao L90 is a large three-row pure electric SUV, priced over 100,000 yuan lower than similar models in its class, which typically start at over 400,000 yuan [4]. - The Ladao L90 will be available in stores starting July 10, with over 500 display vehicles shipped to ensure coverage across all offline stores [5][6]. Group 2: Safety and Design - The Ladao L90 features a spacious design that addresses the common issue of insufficient luggage space in traditional large SUVs [8]. - It has undergone a unique collision test, demonstrating its safety capabilities, where it was rear-ended by an 8-ton truck at 50 km/h and subsequently collided with a stationary 30-ton truck [8][11]. - The vehicle's safety performance was confirmed by experts, highlighting its robust structure and excellent protection for third-row passengers [10][12]. Group 3: Operational Improvements and Delivery Performance - Following internal reforms, Ladao has seen a significant increase in delivery volumes, with a more than 40% month-on-month growth in May [13]. - The monthly delivery figures for Ladao show a trend of recovery, with cumulative deliveries reaching 52,600 units by the end of June [15]. - Leadership changes and restructuring have allowed for better resource allocation and operational efficiency within Ladao [14].

7月6日下午，雷军发文：今天下午，小米YU7正式交付首批车主。 希望这台车，陪伴每一个热爱生活的你和你们，解锁更多美好体验。感谢大家的支持与信任！ SFC 本期编辑 江佩佩 张嘉钰 此前报道 6月26日晚，小米首款SUV，小米YU7正式发布。据雷军介绍，小米YU7最大马力690PS，最 高时速253km/h，零百加速3.23s。 发布会上，雷军公布小米YU7价格：标准版25.35万、Pro版27.99万、Max版32.99万。该车开 售3分钟大定突破20万台，1小时大定突破28.9万台，仅18小时锁单量便突破24万台。 小米YU7今天上午10点改配。 此前，雷军发文称小米YU7将开启限时改配，7月6日上午10:00到7月7日晚上24点，锁单用户 (非准现车)都可参与改配。如改配成功，将重新安排生产并重新预计交付时间。此次改配仅限 YU7标准版/Pro/Max之间进行版本修改，或对YU7订单配置进行修改。 7月5日下午，小米汽车发文称小米YU7交付，将于7月6日正式开启。覆盖全国58个城市。 来源：小米汽车微博、红星新闻 21君荐读 5000元定金可报销，小米YU7订单遭多家友商"截胡"！蔚来、智界、极氪统统出 ...

25年6月，理想交付36279，环比下降11.2%, 同比下降24%。 根据TOP2推算，各车型25年6月交付大约为： L6:16389 L7:8250 L8:4360 L9:4968 L789:17578 MEGA:2312 | | 1月 2月 4月 | | | | 8月 9月 10月 | | 11月 12月 | | --- | --- | --- | --- | --- | --- | --- | --- | | 24年 | | | | | | | | | L789 | 31166 20252 25755 22078 21441 | | 23321 | 25490 | 22479 27419 | 24805 | 23562 29489 | | L6 | 2381 | 12965 | 23864 | 24856 | 24897 25393 25814 24318 27769 | | | | MEGA | 3229 1145 | 614 | 589 | 654 | 746 879 | 824 | 863 1255 | | 息交付 | 31165 20251 28984 25787 35020 | | 4777 ...

小米YU7创造了中国汽车工业的奇迹！ 雷军在发布会上豪言壮志，或许他已经预见到了这款全新SUV的火爆程度，从6月26日发布会当晚3分钟大定超20万辆，到18小时锁单突破24万台，小米 YU7的登场，几乎以摧枯拉朽之势刷新了中国乃至全球汽车行业的首销纪录。 "三分钟抢光一年产能"，YU7火到离谱 没有一点点防备，小米YU7就这样"爆"了。 6月26日晚间发布会刚结束，小米汽车App里的订单数据便开始飙升。 短短3分钟，20万辆大定；1小时后，订单量达到28.9万，远超特斯拉Model 3当年的全球首销记录。市场瞬间沸腾了。 但热度过后，现实扑面而来：标准版交付时间为53-56周，Pro版48-51周，最快的Max版也要33-36周。 | 车型 | 6月28日(周) | 6月20日(周) | 4月3日(周) | | --- | --- | --- | --- | | SU7 | 38-41 | 39 | 46 | | SU7 Pro | 49-52 | 48 | 44 | | SU7 Max | 33-36 | 34 | 42 | | SU7 Ultra | 18-21 | 19 | 21 | | SU7 Ult ...

小米王化回应汽车交付时间更新：APP会动态更新最新的预估期 金十数据6月29日讯，小米公关部总经理王化在微博发文表示，小米汽车中APP显示的交付时间为预估 交付时间参考，根据锁单量及当前产能情况测算，首次更新了所有订单的预计交付周期。 然而，随着 产线磨合提效、产能挖潜爬坡，实际交付时间也可能会有动态变化，小米汽车APP中会动态更新最新的 预估时间。 预期交付时间 预期交付时间 小米汽车APP日前更新YU7预计交付时间，标准版预计53-56周，Pro版预计48-51周，Max版预计33-36周 预期交付时间 ...

瑞银发布研报，重申对 特斯拉的"卖出"评级，目标价为215美元。瑞银预计特斯拉将于7月2日公布2025 年第二季度交付数据，Q2交付量约为36.6万辆，同比下降18%，环比增长9%，但仍比市场预期低10%。 ...