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Group 1 - Xiaomi's Yu7 model has received over 200,000 pre-orders, leading to a more than 10% increase in Xiaomi's ADR overnight [1] - The Yu7 standard version boasts a range of 835 km, making it the "longest-range mid-to-large pure electric SUV," while the four-wheel-drive version has a range of 770 km [1] - The entire Yu7 lineup utilizes an 800V silicon carbide high-voltage platform, with the Max version supporting a maximum charging rate of 5.2C, allowing for a 10% to 80% charge in as little as 12 minutes, enabling a range of 620 km in 15 minutes [1] - The Yu7 features a 10 million Clips version of Xiaomi's end-to-end assisted driving system, improving vertical comfort by 57%, successful detour rates by 67%, and intersection passing rates by 23% [1] - Dongwu Securities notes that Xiaomi's automotive business is an extension of its internet-driven approach, leveraging over a decade of user base accumulation [1] Group 2 - Huayang Group is developing a panoramic display for the Yu7, including a PHUD (panoramic head-up display) product [2] - Zhenbang Intelligent is exclusively providing vehicle refrigerator controllers for the SU7 and Yu7 through third-party partners [3]

Core Insights - Xiaomi's first SUV YU7, featuring a display solution exclusively supplied by TCL Huaxing, was officially unveiled on May 22 [1] - The collaboration between Xiaomi and TCL Huaxing marks a significant achievement in the smart automotive sector, with the display solution including a 16.1-inch central control screen and three 11.98-inch panoramic screens [1] Group 1: Technological Advancements - The panoramic display technology represents an evolution of HUD technology, covering the lower area of the windshield from one A-pillar to the other, utilizing ultra-short throw projection for large-area, high-precision display [4] - Unlike traditional instrument panels, the panoramic display projects information onto a designated black area at the bottom of the windshield, reducing optical reflection errors and enhancing clarity and stability [6] - The integration of Mini LED backlight technology ensures clear image visibility even in bright conditions, providing accurate information reading for passengers and enhancing driving safety and user experience [6] Group 2: Strategic Collaboration - The partnership between TCL Huaxing and Xiaomi began in 2020 with the supply of screens for the Xiaomi 10 series, leading to a formal joint laboratory agreement in August 2021 to focus on cutting-edge semiconductor display technology research [7] - The mass production application of the panoramic display is a result of their collaborative research on advanced semiconductor display technologies [7] - As the first domestic supplier to achieve commercial mass production of panoramic displays, TCL Huaxing aims to deepen technical cooperation with strategic partners like Xiaomi to advance smart cockpit display systems in optical performance, reliability, and human-machine interaction [7]