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小米YU7锁单超24万?它卖的越好,雷军的麻烦越大?
Sou Hu Cai Jing· 2025-06-28 03:12
Core Viewpoint - The Xiaomi YU7 has achieved unprecedented pre-order numbers, indicating a strong market demand, but this success brings significant challenges related to production capacity and delivery logistics [1][3][7]. Group 1: Pre-order Data - Xiaomi reported that the YU7 achieved 196,000 pre-orders in just 2 minutes, with 122,000 locked orders and 289,000 in the first hour, and over 240,000 within 18 hours [1]. - The expectation is that the 24-hour locked orders will exceed 300,000, indicating a potential strain on future production capacity [1]. Group 2: Production Capacity Challenges - The production capacity for the YU7 is planned to be similar to the SU7, with an initial monthly output of approximately 12,000 to 15,000 units, which may take 2-3 months to ramp up [5]. - Given the current locked orders, even with maximum production capacity, it would take at least 8 months to fulfill the 240,000 locked orders, indicating that the production for 2025 may already be sold out [5]. Group 3: Delivery and Upgrade Issues - The company faces significant challenges in delivering vehicles, as it has outstanding orders for both the SU7 and YU7, raising concerns about customer satisfaction and potential backlash [7]. - The typical automotive industry cycle requires annual updates, but the company may struggle to introduce new models while fulfilling existing orders, complicating future product launches [7].