远程OTA升级

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雷军的敌人正在变多
盐财经· 2025-09-28 09:48
Core Viewpoint - The article discusses Xiaomi's recent developments in the electric vehicle sector, highlighting the challenges and successes faced by the company as it aims to establish itself in the automotive market, particularly through its new models and the impact of its recent annual speech by CEO Lei Jun [2][6][10]. Group 1: Xiaomi's Automotive Business Performance - Xiaomi's automotive revenue reached 213 billion yuan in Q2 2025, marking a 234% year-on-year increase [15][16]. - The number of new vehicle deliveries in Q2 2025 was 81,302, a significant rise from 27,307 in the same period last year, representing a growth of 197.7% [16][19]. - The average selling price (ASP) of Xiaomi vehicles increased from 228,644 yuan to 253,662 yuan, attributed to the launch of the higher-priced SU7 Ultra [18][21]. Group 2: Challenges in Production and Delivery - Xiaomi faces significant challenges with long delivery times, with the SU7 and YU7 models having delivery periods of 35-48 weeks, which is considerably longer than competitors like BYD and Tesla [26][28]. - The company has been criticized for its production capacity issues, which have led to delays and potential customer dissatisfaction [29][30]. - Analysts suggest that the extended delivery times could lead to a loss of customer loyalty and increased competition from other brands offering quicker delivery options [32][33]. Group 3: Quality Control and Public Perception - Xiaomi has faced scrutiny over product quality, particularly following a recall of over 110,000 SU7 vehicles due to software issues that could increase collision risks [33][36]. - There have been multiple complaints regarding the YU7 model, including reports of quality issues and concerns about the vehicles being sold as "test cars" [34][39]. - The company’s rapid growth and aggressive marketing strategies have led to quality control challenges, which could impact its brand reputation if not addressed [43][44].