1月7日，小米董事长兼CEO雷军突然发布消息称，新SU7预计2026年4月上市，7日上午10点开启小订，同时公布了SU7的新色"卡布里蓝"，并在当晚亲自 为新SU7直播带货。 就在1月3日，雷军在长达4小时的直播中宣布，今年小米汽车的销售目标为55万辆。 一开年的节奏就拉满了，或许是2026年形势让小米感到了危机，尤其是泼天的流量可能变成麻烦。 55万的销量其实与2025年持平，偏保守 55万辆的数字乍一看还不错，比2025年的41万辆增长34%，但考虑到2025年是从2024年的13.5万辆增长2倍而来，这个34%的增幅少得可怜。 通常而言，高管一般在年初公布一个比较高的目标，以督促团队加倍努力，所以可能内部目标是50万辆，那是更保守了。 我们再进一步分析，55万辆几乎是与2025年的41万辆持平，因为在世道不好的12月份小米的销量已经突破5万辆，按这么算下来，今年仅凭现有的两款车 型SU7和YU7就可以达到60万辆，这还没算上今年新推出的三款全新车型，包括YU9。 YU7是现在的主力，每月销量在3万辆以上，但它在去年4月份开始销售，2025年真正交付的时间只有8个月，这么算下来，光YU7今年要比2025年 ...

虽然还有大半个月才翻篇到 2026 年。 但我已经能感受到明年的车圈有多 " 血腥 " 了。 看你咋理解哈，你也可以说是车企在年底冲 KPI ，也可以长远点看这套 " 兜底 " 促销方案...... 可以说，明年这样的场景会更常见。 一个非常核心的因素：明年各大品牌的 " 车海战术 " ，是真的很恐怖。 例如鸿蒙智行，根据爆料简单盘一盘，大概有超 20 款新车要发布； 小鹏有 7 款增程新车发布； 而且这些新车都或多或少涉及大尺寸、长续航、高阶智驾等关键堆料信息。 大方向看三面吧，首先政策退坡，明年减免少了，那车市的价格竞争力就变相削弱了，是大有可能削弱消费的。 其次行业增长放缓，产能、库存双压之下，厂商面临着增量向存量的转变，所以大环境也更严酷了。 再就是与之相对的价格战，生存压力大了，那开启新一轮价格战的趋势，还是很有可能的。 后两方面的情况，可以举个今天的全新的例子： 这还是新能源汽车的一隅，所以汽车行业算是 " 地狱难度 " ，大概率是 " 极致内卷 " 的一年了！ 不过所有主流车企都会面临 " 饱和式竞争 " ，并不意味着全是危机，挑战机遇也并存。 拿小米汽车来说，其实今年本来已经很卷了，但小米带着 ...

Core Viewpoint - BYD has set a sales target of 5.5 million vehicles for this year, an increase of 1.2279 million vehicles compared to last year's total sales. The company is shifting its strategy from a "car sea tactic" to a more focused approach, concentrating on four key models while delaying the launch of several mid-to-high-end vehicles to next year [1][8]. Group 1: Sales Performance and Strategy - In the first seven months of this year, BYD launched at least 10 new models, but despite advanced technology, these models have not dominated their respective segments [2][4]. - BYD's Han L sold 4,148 units in June, while competitors like Xiaomi's SU7 and Zeekr 007 performed better, indicating a struggle to impact the market significantly [5]. - The company has sold a total of 2,145,954 vehicles in the first half of the year, maintaining its position as the top-selling automaker in China and globally in the new energy vehicle market [6]. Group 2: Focused Product Strategy - BYD is concentrating on four strategic models: Yangwang U8L, Yangwang U7, Haiyan 06, and Titanium 7, while postponing the release of Song L GT and Tengshi N8L. This decision is seen as a response to the need for a more refined product strategy in the high-end market [9][10]. - The Yangwang U8L is positioned against luxury SUVs like the Range Rover and Maybach GLS, while the Yangwang U7 aims to compete with high-end flagship sedans [10][12]. - The Haiyan 06 is targeted at the 150,000 yuan new energy SUV market, an area where BYD has significant experience, but it requires more resources to enhance its visibility and sales [12][15]. Group 3: Super e Platform Development - The delay in launching Song L GT and Tengshi N8L is linked to the focus on the Super e platform, which is expected to be showcased alongside these models in early next year [16][22]. - The Super e platform boasts high performance and charging convenience, but BYD needs to invest significantly in charging infrastructure to support its claims [22][23]. - BYD plans to build over 4,000 megawatt fast-charging stations and collaborate with operators to establish 15,000 charging stations, which is crucial for the success of the Super e platform [22][23].

Core Viewpoint - The competitive landscape for Tesla's Model Y in the Chinese market is intensifying, with local competitors, referred to as the "Four Little Dragons," making significant strides but failing to significantly dent Model Y's sales [3][4][5]. Group 1: Sales Performance - In the last three months of the previous year, Model Y's domestic retail sales were 36,204 units, 44,576 units, and 61,881 units, indicating strong performance despite competition [3]. - However, in the first five months of this year, Model Y's retail sales showed a significant decline, with figures of 25,694 units, 8,006 units, 48,189 units, 19,984 units, and 24,770 units, reflecting a substantial year-on-year drop [6]. - In May alone, Model Y's retail sales were 39,985 units in the previous year, highlighting a stark contrast to the current year's performance [6]. Group 2: Competitive Dynamics - The introduction of new models from local competitors, priced between 200,000 to 300,000 yuan, is contributing to the pressure on Model Y, as these competitors collectively enhance their market presence [6]. - The upcoming launch of the Xiaomi YU7 and the performance of the NIO ES6, XPeng G9, and others indicate a growing threat to Model Y's market share [10][15]. - The "car sea tactics" employed by local manufacturers are dragging Model Y into a challenging competitive environment, although Model Y still possesses superior individual performance capabilities [16]. Group 3: Market Challenges - Tesla faces internal and external challenges, including leadership distractions and geopolitical tensions, which are impacting its brand image and sales in China [8][13]. - The anticipated release of a refreshed Model Y has not met sales expectations, leading to speculation about potential price reductions to stimulate demand [13]. - The overall market for mid-sized electric SUVs in China remains competitive, with no single model achieving consistent monthly sales exceeding 10,000 units, indicating a need for local manufacturers to strengthen their brand and product offerings [13].

Core Viewpoint - Chery is undergoing a significant restructuring of its new energy vehicle (NEV) product lines, consolidating several models under the Chery brand and launching a new model called "Domi" to enhance its market presence in the NEV sector [4][5][8]. Group 1: Product Line Adjustments - Chery has integrated its previously separate iCAR brand models, including QQ Ice Cream, Big Ant, and Small Ant, into the Chery brand, indicating a strategic shift in its approach to NEVs [4][5]. - The new model "Domi" is set to be launched soon, with expectations for it to be positioned similarly to the Kaiyi Shiyue Mate, priced around 59,800 yuan, and will likely use batteries from Guoxuan High-Tech [7][8]. Group 2: Market Strategy - Chery aims to adopt a "car sea strategy" to penetrate the NEV market, focusing on launching multiple new products to increase overall sales volume without setting specific sales targets for "Domi" [8]. - The company has set ambitious goals for its NEV sales, aiming to become the third-largest player in the industry by mid-2024, despite current projections indicating it may fall short of this target [8]. Group 3: Leadership Changes - The leadership of the iCAR brand has changed, with Su Jun, a former CEO of Zhimi Technology, taking over from Zhang Hongyu, reflecting a shift towards a more innovative approach in product development aimed at younger consumers [6][7].