【导读】雷军最新发声：7月小米汽车交付量超30000台 雷军最新发声！ 8月1日上午，雷军发布微博消息称，2025年7月，小米汽车交付量超过30000台，并感谢大家的选择与支持。 小米集团公关部总经理王化亦发布微博称，"（这是）值得记住的时间点"。 对此，大量网友纷纷留言互动。除祝贺之外，也有网友在线"催产能"，希望尽早提车。 | ◎ 1002:二厂加油啊,我的yu7还有19周呢,雷总去催一催产能啊 ○ © | ר ה | --- | ပြ | | | --- | --- | --- | --- | --- | | 25-8-1 10:09 来自辽宁 | | | | | | --- | 1 1 | ပြီ | ـــ | 25-8-1 10:06 来自浙江 | | mi ****** 终于超3万了!! | 1 ל | | | | | 25-8-1 10:06 来自江苏 | L | --- | | | | 《第一3》:你说今天小米股价会不会大涨呢? | 凸 1 | ပြီ | | | | --- | 25-8-1 10:05 来自广东 | | | | | 一 一 (2) 雷总 2000 - 起加油鸭 | לי ...

【导读】雷军最新发声：7月小米汽车交付量超30000台 中国基金报记者 晨曦 雷军最新发声！ 8月1日上午，雷军发布微博消息称，2025年7月，小米汽车交付量超过30000台，并感谢大家的选择与支持。 小米集团公关部总经理王化亦发布微博称，"（这是）值得记住的时间点"。 对此，大量网友纷纷留言互动。除祝贺之外，也有网友在线"催产能"，希望尽早提车。 | (1) : 厂加油啊,我的yu7还有19周呢,雷总去催一催产能啊 ○△ | | | | | | --- | --- | --- | --- | --- | | 25-8-1 10:09 来自辽宁 | | 7 | --- | ר"ל | | -- -- | | | | | | 25-8-1 10:06 来自浙江 | | | 7 E = | | | +1(yel ( ( ) ( | | | | | | 25-8-1 10:06 来自江苏 | | ပြီ | --- | 1 ל 1 | | -- | | | | | | 25-8-1 10:05 来自广东 | | ပြ | --- | 1 ל 1 | | 一 (2) : 雷总 = 起加油鸭 | | | | | | 2 ...

Core Viewpoint - Lei Jun announced that Xiaomi's car delivery volume exceeded 30,000 units in July 2025, marking a significant milestone for the company in the electric vehicle market [1][6][8]. Delivery Performance - Xiaomi's car delivery volume surpassed 30,000 units for the first time since its establishment, with previous months showing 25,000 units in June and 28,000 units in May 2025 [6][9]. - The company achieved a total of 300,000 deliveries within 15 months of launching its electric vehicle project [7]. Production and Market Strategy - Xiaomi's electric vehicle project has shown significant growth, with the delivery speed increasing from 100,000 to 200,000 units in just four months [9]. - The company aims to enhance production capacity, with a revised annual delivery target of 350,000 units for 2025, up from the initial target of 300,000 units [9][11]. New Model Launch - The Xiaomi YU7 SUV was launched in June 2025, with strong market demand reflected in pre-orders exceeding 200,000 units within three minutes of its release [9][10]. - The YU7 is expected to further boost delivery volumes, with large-scale deliveries planned to start in August 2025 [9][10]. Retail Expansion - Xiaomi has expanded its retail presence, adding 18 new stores in July 2025, bringing the total to 352 stores across 97 cities [10]. - The company plans to continue expanding its service network, with 181 service points established across 106 cities by the end of July 2025 [10]. Future Projections - Analysts predict that Xiaomi's production capacity could reach over 60,000 units per month with full utilization of its current factories, with potential sales of 400,000 to 500,000 units in 2025 [11].

（文章来源：每日经济新闻） 每经AI快讯，8月1日，小鹏汽车在港交所公告，7月共交付智能电动汽车36717辆，同比增长229%。 2025年前七个月，共交付智能电动汽车233906辆，同比增长270%。 ...

Core Insights - Xiaopeng Motors achieved a new monthly delivery record in July 2025, delivering 36,717 smart electric vehicles, representing a year-on-year growth of 229% [1] - The company has maintained a delivery volume exceeding 30,000 vehicles for nine consecutive months, with total cumulative deliveries surpassing 800,000 units as of July 2025 [1] - In the first seven months of 2025, Xiaopeng Motors delivered 233,900 smart electric vehicles, a significant increase of 270% compared to the same period last year [1] Market Expansion - In mid-July 2025, Xiaopeng Motors launched the 2025 models of G6 and G9 in the European market and announced the upcoming launch of the P7+, enhancing its growth momentum in the region [1] - The brand has entered 46 countries and regions globally, including new markets such as the UK, Italy, and Ireland in the first half of 2025 [1] Technology and User Engagement - The monthly active user penetration rate for Xiaopeng's smart navigation assisted driving (XNGP) reached 86% in urban driving scenarios as of July 2025 [1] - The company recently introduced the latest version of its Tianji XOS, which includes features such as human-machine co-driving experience, customized automatic parking, and enhanced automatic emergency braking systems [1]

截至收盘，中证消费电子主题指数上涨1.5%，中证物联网主题指数上涨1.3%，国证机器人产业指数上涨0.4%，中证智能电动汽车指数上涨 0.2%。Wind数据显示，截至昨日，机器人ETF易方达（159530）连续10个交易日获资金净流入，最新规模达32.8亿元、创成立以来新高。 每日经济新闻 ...

Core Viewpoint - Zeekr has been accused of selling previously insured and registered vehicles as new cars, leading to numerous consumer complaints and allegations of misleading sales practices [1][4][5]. Group 1: Consumer Complaints - Consumers in multiple regions, including Guizhou, Chongqing, and Guangzhou, discovered that the "new cars" they purchased had already been insured and registered, effectively making them "used cars" [4][5]. - When consumers sought refunds or compensation, they often faced evasion or denial from the company [5][11]. - Affected consumers reported that sales personnel misrepresented vehicle information, claiming the cars were new and had not been insured [10][11]. Group 2: Sales Practices and Market Impact - The practice of selling "0-kilometer used cars," which are vehicles that have been registered but not used, has emerged as a tactic to inflate sales figures and create a false sense of demand [8][12]. - Industry experts suggest that some automakers are using these tactics to manipulate financial reports and mislead the capital market regarding actual supply and demand [12]. - Data from the China Passenger Car Association indicates that Zeekr's production in 2024 exceeded its sales, suggesting a need to offload excess inventory [11]. Group 3: Financial Performance - Zeekr reported a total sales volume of 43,012 units in June, but the core brand's delivery was only 16,702 units, reflecting a year-on-year decline of 17% [13]. - The company has accumulated significant net losses over the years, totaling 26.22 billion yuan from 2021 to 2024, with a slight reduction in losses in the first quarter of 2025 [13]. Group 4: Industry Context - The rise of "0-kilometer used cars" is attributed to increased competition and inventory pressure within the automotive market, leading manufacturers to adopt aggressive sales strategies [15][17]. - The China Automobile Dealers Association reported that the national used car transaction volume reached 19.61 million units in 2024, with an estimated 5% to 8% of these being "0-kilometer used cars" [18].

Group 1 - The smart electric vehicle industry is identified as a blue ocean with clear policy support, accelerated technological iteration, and vast market space, contrasting with the current trend of excessive competition in other sectors [1] - The Central Financial Committee's recent meeting emphasized the need to regulate low-price competition in the automotive industry, promoting a shift from price wars to technological innovation among leading companies like BYD and XPeng [2] - The "New Energy Vehicle Consumption Season" policy is expected to release over one million units in county markets, supported by subsidies and financial incentives, directly stimulating end-user demand [2] Group 2 - The global smart electric vehicle market is projected to reach $850 billion by 2025 and exceed $1.5 trillion by 2030, with a compound annual growth rate of 12% [2] - In 2024, China's new energy vehicle sales are expected to reach 12.866 million units, maintaining a 64.7% share of the global market, with BYD leading global sales at 4.27 million units [2] - The smart electric vehicle index tracks 50 core companies, including BYD and CATL, reflecting the overall performance of the smart electric vehicle industry [3]

Group 1 - The core purpose of Chinese companies going global is to expand their markets, customers, and channels to increase profitability [3][4][5] - Companies have various reasons for going global, including market expansion, technology acquisition, talent recruitment, brand enhancement, and financing [4][5][9] - Small and medium-sized enterprises (SMEs) find opportunities in overseas markets to avoid intense domestic competition and to explore new growth avenues [7][8] Group 2 - Chinese companies can tap into a vast potential market of 196 countries and over 6 billion people by going global [9] - Manufacturing companies, such as Mindray Medical, have successfully expanded internationally by leveraging advanced technology and international talent [10][11] - Yutong Bus has established a diverse sales model combining direct sales and distribution partnerships to meet overseas market demands [18] Group 3 - Companies like SAIC Motor have pursued overseas technology partnerships to enhance their capabilities and product offerings [19][20] - Semiconductor firms like SMIC actively recruit top global talent to drive innovation and market expansion [21][23] - Brand influence is crucial for success in international markets, as seen with Haier's strategic acquisitions and global branding efforts [26][30][31] Group 4 - Globalization requires sufficient funding, and many Chinese companies have turned to overseas markets for financing opportunities [32][35] - Companies must develop a clear global strategy that aligns with their overall business strategy to ensure effective execution [37][50] - Strategic insights, including market analysis and competitive positioning, are essential for identifying opportunities and formulating actionable plans [38][40][44]

Core Viewpoint - The article emphasizes that almost all companies globally can no longer ignore AI, particularly in the automotive industry, where companies like Xiaopeng Motors are integrating AI into their operations and products to enhance efficiency and competitiveness [1][23]. Group 1: AI Integration in Automotive Industry - Xiaopeng Motors has adopted the concept of "AI cars" and is exploring the integration of AI with flying cars and robots [2]. - The automotive industry is experiencing intense competition, prompting companies to rethink their strategies to survive and thrive [1][29]. - Xiaopeng's CEO, He Xiaopeng, believes that leveraging AI can significantly enhance organizational capabilities and efficiency [1][25]. Group 2: Organizational Changes and Efficiency - Xiaopeng Motors has undergone significant organizational changes, including the introduction of AI to improve internal processes and reduce unnecessary meetings [10][13]. - The company has seen a 30% reduction in non-essential offline meetings, with 72% of employees using cloud documents for collaboration [11][13]. - AI is being utilized across nearly 200 business areas within Xiaopeng, including coding, quality control in production, and digital marketing [18][19]. Group 3: Product Development and Market Strategy - Xiaopeng's new model, G7, features advanced specifications and a competitive price, achieving over 10,000 pre-orders shortly after launch [8][9]. - The company plans to release new models, including an updated P7, as part of its strategy to align with established automakers [9]. - Xiaopeng's revenue for the first quarter of this year was 15.8 billion, with a reduced loss of 660 million, indicating a positive outlook for profitability by the fourth quarter [14][19]. Group 4: AI as a Core Competency - Xiaopeng is investing over 4 billion annually in AI development, including the creation of a large-scale AI computing cluster [18]. - The company aims to develop a foundational AI model that can enhance the capabilities of its vehicles, with the G7 Ultra being the first model to achieve L3-level AI capabilities [18][19]. - AI is not only seen as a tool for production but also as a means to enhance organizational efficiency and decision-making processes [25][30].