【 DeepSeek V4 大模型被曝春节前后发布： AI 编程能力超越 Claude 】 相关媒体报道，两位知情人士透露， DeepSeek 计划在 2 月中旬农历新年期间发布 V4 版本，同时表示发布时间仍可能变动。这款模型代号 DeepSeek V4 ，是去年 DeepSeek V3 的迭代版。基于公司内部基准测试的初步评估显示，该模型在编程能力上超越了现有 模型，如 Anthropic 的 Claude 和 OpenAI 的 GPT 系列。 （ 凤凰网） 【 OpenAI 和软银宣布向 SB Energy 投资 10 亿美元】 当地时间 1 月 9 日， OpenAI 和软银集团宣布，共同向 SB Energy 投资 10 亿美元，作为"星门"（ Stargate ）计划的一部分。 OpenAI 与软银集团将各自向 SB Energy 投资 5 亿美元。 OpenAI 还选定 SB Energy 来建设并运营其先前宣布的、位于得克萨斯州米拉姆县的 1.2GW 数据中心。 SB Energy 目前正在开发多个千兆瓦级数据中心园区，首批设施已开工建设，预计将于 2026 年开始投入运营。声明称，此项投资建 ...

17万+ 洗引跌 "江 投资价值企业 0 投资机构 及上市公司 50 Ft 国家高新 小时一手资讯 技术企业 C C F + 参考 OVE+ 创投人物 投融资及收并购事件 热门产业 创新机会 TE 谱 2万+LP数据 FLOC 全生命周期 10万+基金数据 独角兽企业 各维度权威榜单 1万+专精特新小巨人 4400 我们 F 十子标签 产业图谱 行业标签 * * * 更多汽车出行资讯 …… 扫码可订阅产业日报 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 1.【消息称吉利正考虑进入美国市场，极氪和领克等品牌或是首选】据外媒报道，吉利控股正考虑向 美国市场扩张，极氪和领克等品牌或是首选。针对该消息，截至发稿前，吉利控股方面暂未置评。报 道称，吉利控股全球传播总监阿什・萨特克利夫(Ash Sutcliffe)在CES上接受外媒采访时表示，公司 很可能在未来24至36个月内就其在美国的扩张计划发布公告，极氪和领克等品牌可能很适合美国市 场。萨特克里夫表示，目前最大的问题是何时进入美国以及前往哪些地区。吉利尚未在美国寻找生产 基地，但暗示沃尔沃位于南卡罗来纳州的装配厂可能是 ...

【环球网科技综合报道】1月10日，小米汽车发布答网友问表示，新一代SU7将全系搭载小米超级电机 V6s Plus，该电机除了由"联电"和"汇川"共同供应外，后续还会引入由小米自研、自产的V6s Plus超级电 机，以进一步提升生产效率，缩短交付周期。 来源：环球网 在颜色方面，除了已经亮相的"卡布里蓝"外，我们还为新一代SU7准备了多款外观颜色，预计将在2026 年4月上市时公布。 同时，小米汽车方面透露，新一代小米SU7在各个方面都进行了大幅升级，因此其整备质量相比第一代 小米SU7的确略有增长。新一代SU7全系标配了2200MPa小米超强钢"内嵌式防滚架"、全系标配265mm 后宽胎、全系标配前四活塞固定制动卡钳，以及座椅和其他舒适性配置升级等，使得新一代SU7的每个 版本相比第一代SU7的整备质量都有一定的增加。但其最大满载质量和第一代小米SU7一样，都是 450kg，载人和储物能力保持相同。（勃潺） ...

人民财讯1月10日电，小米汽车发布答网友问表示，新一代SU7将全系搭载小米超级电机V6s Plus，该电 机除了由"联电"和"汇川"共同供应外，后续还会引入由小米自研、自产的V6s Plus超级电机，以进一步 提升生产效率，缩短交付周期。 ...

Investment Rating - The report maintains an "Overweight" rating for the automotive industry [5] Core Insights - The launch of Xiaomi YU7 has seen overwhelming demand, with over 200,000 orders in just 3 minutes and 289,000 in 1 hour, indicating strong product capability, pricing strategy, brand influence, and ecosystem synergy [1][13] - The Xiaomi YU7 comes in three configurations, priced at 253,500 CNY, 279,900 CNY, and 329,900 CNY, with impressive range and performance metrics [1][13] - The vehicle features advanced technology, including an 800V silicon carbide high-voltage platform and a comprehensive suite of high-level driving assistance hardware [2][14] Summary by Sections 1. Product Launch and Performance - Xiaomi YU7's performance includes a maximum power of 288 kW, peak torque of 528 N·m, and a 0-100 km/h acceleration time of 3.23 seconds [1][13] - The vehicle's configurations offer ranges of 835 km, 770 km, and 760 km, showcasing its competitive edge in the electric vehicle market [1][13] 2. Investment Strategy and Focus Areas - The report highlights opportunities in the supply chain, particularly for core technology suppliers like CATL and Huichuan Technology, which are expected to benefit from increased orders as Xiaomi's sales grow [3][15] - It also emphasizes the potential for smart driving and cockpit system suppliers, such as Desay SV and Huayang Group, to gain from the rising demand for automotive intelligence [3][15] - Companies specializing in integrated die-casting and lightweight components, like Top Group, are noted for their technological leadership and existing partnerships with Xiaomi [3][15] 3. Market Review - The automotive sector experienced a weekly increase of 2.88%, ranking 19th among 31 sectors, outperforming the Shanghai Composite Index and CSI 300 [4][16] - The report provides detailed performance metrics for various automotive sub-sectors, including automotive services and components, indicating a positive trend in the market [4][16]

Core Viewpoint - The launch of Xiaomi YU7 is expected to structurally change the prosperity of the automotive parts industry, with a significant increase in orders indicating a positive outlook for the supply chain [2][3]. Group 1: Product Launch and Market Impact - Xiaomi YU7 has been officially launched with a starting price of 253,500 yuan, featuring the Xiaomi Super Motor V6s Plus, achieving 0-100 km/h in 3.23 seconds, and a maximum range of 835 km due to its 800V silicon carbide high-voltage platform [2]. - The YU7 is available in three configurations: YU7 priced at 253,500 yuan, YU7 Pro at 279,900 yuan, and YU7 Max at 329,900 yuan, which are considered competitive in the market [2]. - The initial response to the YU7 has been strong, with over 289,000 pre-orders within the first hour of its release, indicating a robust demand in the 200,000-300,000 yuan electric vehicle market [3]. Group 2: Market Potential and Sales Forecast - The stable annual sales of YU7 are projected to reach 300,000 to 400,000 units, supported by the large market for electric SUVs priced between 200,000 and 300,000 yuan, which is estimated to exceed one million units collectively [3]. - The YU7 is expected to drive additional market growth due to its product strength and influence, potentially creating a new demand in the domestic passenger car market [3]. Group 3: Supply Chain Opportunities - The introduction of influential products like the Xiaomi YU7 is anticipated to lead the domestic passenger car consumption into a phase where supply creates demand, presenting new opportunities for the automotive parts supply chain [3].

Investment Rating - The report assigns an "Outperform" rating for the industry, suggesting a positive outlook for investment opportunities [2]. Core Insights - The launch of Xiaomi YU7 is expected to structurally change the prosperity of the automotive parts industry, alleviating previous market concerns regarding the domestic passenger car market in late 2025 to 2026 [4][10]. - The YU7 has received a strong initial response, with over 289,000 orders within the first hour of its launch, indicating significant market demand [9]. - The report highlights potential investment opportunities in the supply chain of YU7, specifically mentioning companies such as Wuxi Zhenhua, Desay SV, Huayang Group, and Nexteer Automotive, which are expected to benefit from increased revenue as YU7 production ramps up [10]. Summary by Sections Investment Advice - Following the launch of Xiaomi YU7, there is a surge in orders, indicating a new opportunity in the supply chain. The report suggests focusing on the supply chain companies associated with YU7 [7][10]. Product Details - Xiaomi YU7 is priced starting at RMB 253,500, featuring advanced specifications such as the Xiaomi Super Motor V6s Plus, a 0-100 km/h acceleration time of 3.23 seconds, and a maximum range of 835 km [8][9]. - The YU7 is available in three configurations: YU7 at RMB 253,500, YU7 Pro at RMB 279,900, and YU7 Max at RMB 329,900, which are considered competitive in the market [8]. Market Potential - The report estimates that YU7's annual sales could reach between 300,000 to 400,000 units, with the potential to drive additional market growth in the RMB 200,000 to 300,000 electric vehicle segment, which is substantial [9][10]. - The total SUV market in the RMB 200,000 to 300,000 price range is estimated to exceed 1 million units, indicating a significant opportunity for YU7 to capture market share [9].

Group 1 - Xiaomi's first SUV, the YU7, was officially launched with a starting price of 253,500 CNY, and pre-orders exceeded 200,000 units within 3 minutes and 289,000 units within 1 hour [4] - The YU7 features a high-performance electric motor with a maximum speed of 22,000 RPM and utilizes an 800V silicon carbide high-voltage platform, allowing for rapid charging from 10% to 80% in just 12 minutes [4] - Analysts believe that Xiaomi's unique ecological advantages will significantly contribute to the surge in YU7 orders, positioning the company to lead the automotive industry towards an interconnected ecological era [4] Group 2 - Xiaomi automotive concept stocks saw a collective rise, with Xiaomi Group-W's stock opening up by 8.96% and closing up by 4.39% on June 27 [3] - A total of 25 Xiaomi automotive concept stocks are tracked, with 9 stocks receiving ratings from 3 or more institutions, indicating strong institutional interest [5] - Forecasts suggest that several Xiaomi automotive concept stocks, including Yachuang Electronics and BYD, are expected to achieve net profit growth rates exceeding 20% from 2025 to 2027 [5][6] Group 3 - QFII holdings in Xiaomi automotive concept stocks showed that 6 stocks were heavily invested by QFII as of the end of the first quarter, with Pengling Co. having the highest QFII holding ratio at 2.87% [6] - Pengling Co. has indicated that Xiaomi Automotive is a significant client, and the company will supply fluid pipeline products for Xiaomi's vehicles [7]

Core Viewpoint - The highly anticipated SUV YU7 from Xiaomi is set to make waves in the automotive market, despite the company facing challenges in the second quarter of the year. The launch event emphasized Xiaomi's resilience and optimism, showcasing the YU7 as a symbol of the company's determination to rebound from difficulties [1][26]. Group 1: Performance and Specifications - The YU7 is positioned as a "luxury high-performance SUV," featuring the Xiaomi Super Motor V6s Plus, delivering 690 horsepower (508 kW) and achieving 0-100 km/h in 3.23 seconds, with a top speed of 253 km/h [3]. - The vehicle utilizes CTB battery technology, offering three configurations with battery capacities of 100 kWh, 96.3 kWh, and 101.7 kWh, providing a maximum electric range of 835 km. It supports rapid charging, allowing for 620 km of range in just 15 minutes [3]. - The YU7 is built on an 800V high-voltage platform, enhancing its performance capabilities [3]. Group 2: Design and Interior - The YU7 features a family design language consistent with Xiaomi's other models, while also incorporating unique elements to establish its individuality [7]. - The vehicle's proportions are emphasized, with a 1:3 head-to-body ratio and a muscular appearance reminiscent of sports cars, enhancing its visual appeal [12]. - The interior boasts a new design with a panoramic display using three Mini LED screens, eliminating physical buttons for a more modern interface [15]. Group 3: Space and Comfort - The YU7 offers spacious seating, with a wheelbase of 3 meters. It provides ample headroom and legroom, featuring zero-gravity front seats and adjustable rear seats [19]. - The storage capacity is practical, accommodating multiple pieces of luggage, including three 24-inch suitcases in the rear [19]. Group 4: Technology and Safety - The YU7 integrates a four-in-one domain control module, utilizing the third-generation Snapdragon 8 mobile platform, and supports dual 5G networks, UWB keys, and Wi-Fi 7 [22]. - It is equipped with laser radar and the NVIDIA DRIVE AGX Thor computing platform, boasting a computing power of 700 TOPS, enhancing its safety and driving assistance features [24]. Group 5: Market Position and Future Outlook - The YU7 has generated significant online buzz, with discussions surrounding its launch trending on social media platforms. Xiaomi's ability to leverage this attention reflects its strong fanbase and market presence [26]. - The official pricing and pre-order details are yet to be announced, with the vehicle expected to launch in July, allowing Xiaomi to gather market feedback for potential adjustments [30].

Core Insights - Xiaomi launched several new products including the玄戒O1 chip, Xiaomi 15S Pro, Pad 7 Ultra, Watch S4, and its first SUV, the Xiaomi YU7, during its strategic product launch event [2][4][14] - The company aims to position its chips to compete with Apple's, with the玄戒O1 chip showcasing first-tier performance [2][4] - Xiaomi reported significant achievements over the past five years, including being in the top three globally for smartphone sales for 19 consecutive quarters and successfully developing its automotive and chip sectors [2][6] - The company plans to invest an additional 200 billion yuan in core technology research and development over the next five years, following a previous investment of 102 billion yuan [2][6] Product Launch Details - The玄戒O1 chip features a second-generation 3nm process with 19 billion transistors and achieved a benchmark score exceeding 3 million [4][6] - The Xiaomi 15S Pro, Pad 7 Ultra, and Watch S4 all utilize the玄戒O1 chip, with the 15S Pro priced at 5,499 yuan for the 16+512GB version [8][10][12] - The Pad 7 Ultra is Xiaomi's largest tablet to date, featuring a 14-inch OLED display and starting at 5,699 yuan for the 12GB RAM + 256GB version [10] - The Watch S4 includes a long-lasting 4G chip and is priced at 1,299 yuan [12] Xiaomi YU7 SUV Highlights - The Xiaomi YU7 is positioned as a luxury high-performance SUV, featuring a maximum power of 690PS and a 0-100 km/h acceleration time of 3.23 seconds [14] - The standard version of the YU7 boasts a range of 835 kilometers, making it the leader in range for mid-to-large electric SUVs [14] - The SUV will be available in nine color options, with four announced at the launch [16] - Safety features include enhanced side collision protection and standard laser radar across all models [17] Future Plans and Market Position - Xiaomi aims to deliver 258,000 vehicles by 2025, with over 28,000 units delivered in April alone [22] - The company is preparing for the official launch of the YU7 in July, with pricing expected to be higher than the Tesla Model Y [20]