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招商证券:料小米汽车今年销量达35万-40万辆 YU 7或成下一爆款
news flash· 2025-06-18 02:13
Core Viewpoint - Xiaomi's automotive division is expected to achieve significant sales growth, with the new SUV model YU 7 anticipated to become a best-seller, potentially doubling sales next year [1] Group 1: Sales Forecast - Xiaomi's automotive sales are projected to reach 350,000 to 400,000 units this year [1] - The YU 7 model is expected to contribute to monthly sales of 30,000 to 40,000 units [1] - Combined sales of SU 7 and YU 7 could reach 50,000 to 60,000 units, with a target of 700,000 to 800,000 units next year [1] Group 2: Competitive Landscape - The starting price for the YU 7 is estimated to be around 250,000 RMB [1] - Key competitors for the YU 7 include Tesla Model Y, NIO EC6, and XPeng G7 [1] - The YU 7 has a higher potential for market impact, with three times the number of pre-registrations compared to the SU 7 at the same stage [1] Group 3: Market Dynamics - The demand for the SU 7 remains strong despite ongoing price wars in the automotive market [1] - Xiaomi plans to introduce new models next year, with the potential to exceed 1 million units in sales if production capacity is sufficient [1]
“链”上用户:从线上到线下,车企为“涨粉”全力以赴
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-05-07 01:48
Core Insights - The Shanghai Auto Show serves as a crucial platform for automakers to connect with users, emphasizing the importance of user-centric strategies in the current competitive landscape [1][6] - Companies are increasingly engaging in user co-creation activities, focusing on product improvements and interactive experiences to enhance brand recognition among consumers [1][2] User Co-Creation and Engagement - SAIC Motor's chairman highlighted the company's commitment to a user-centered approach, aiming to exceed user expectations [1] - Lynk & Co has established interactive spaces at the auto show, including a product advisory council to gather user feedback and co-create products [2] - Lantu Motors invested over 500 million yuan in upgrading its FREE+ model, utilizing user feedback collected through various channels [2] - Ora initiated the "Ora Wonderful Life Action" with a 2 million yuan incentive fund to encourage users to share their lifestyles, integrating this content into product development [2] Product Upgrades and Innovations - Many automakers showcased significant product upgrades at the auto show, enhancing user value perception through advanced features and competitive pricing [6] - The 2025 model of the Starway ES electric vehicle is positioned as a "value champion" with a range of 710 kilometers and advanced materials [6] - XPeng Motors introduced the P7+ flagship version with enhanced configurations, including AI battery technology and smart suspension adjustments [6] - Honda is collaborating with Momenta to develop mass-production solutions for assisted driving, while also working with CATL on new battery technologies [7] Direct User Interaction by Executives - Executives from various automakers are leveraging social media to build personal brands and engage directly with consumers, enhancing brand visibility [4][5] - Beijing Automotive's chairman actively participates in live streaming to promote products, while other executives maintain frequent updates on social media platforms [4][5] - The trend of executives becoming "internet celebrities" is seen as a way to foster closer connections with users, although it requires careful communication to avoid exaggeration [5] Market Trends and Future Directions - The automotive industry is undergoing significant changes, with a focus on deep connections with consumers being essential for long-term survival [6][7] - The shift towards user-centric models and enhanced service offerings is becoming a strategic priority for automakers in the evolving market landscape [6][7]
你的座驾正在定义你的社交圈
新财富· 2025-04-11 09:05
本文约 4 0 0 0 字,推荐阅读时长 2 0 分钟,欢迎关注新财富公众号。 过往二十年间,2 0万是B级车车企之间心照不宣的门槛。 但随着近两年新能源汽车的冲击以 及价格战的愈演愈烈,帕萨特、凯美瑞、雅阁等经典B级车的价位已经下放到1 5万元附近。B 级车的定位变得模糊,这反过来也推动了2 0 - 3 0万汽车市场的消费心理重构。 1 始于造车,不止于造车 在今天,2 0 - 3 0万的车究竟卖的是什么?该怎么来定义? 在2 0万以内我们买的还是车,买的是实用和性价比,是用车成本、续航里程、空间大小、外 观内饰等等,在这里一分价钱一分货。 实际上,2 0万以上的车型可以定义为入门级改善型, 消费者既不想仅仅满足于1 0 - 2 0万车型的基础功能,又暂时无法触及3 0万以上车型的极致品 质,他们追求的是在预算范围内尽可能地获得更高的价值感和满足感。 这一价位不能像1 0 - 2 0万元那样冲配置,靠"量大管饱"打开市场;也不能像3 0万以上市场的 车 企 , 能 够 潜 下 心 来 打 磨 品 牌 。 可 以 这 么 说 , 2 0 - 3 0 万 的 产 品 不 仅 仅 要 考 虑 本 身 的 性 能 ...
这些车企高管的最新演讲里,信息量巨大
汽车商业评论· 2025-03-29 22:13
撰文 / 路 行 设计 / shelly 2024年,中国新能源汽车产业交出了一份亮眼成绩单:产销量突破1300万辆大关,占全球市场份额超60%。在政策与市场的双重驱动下,这个承载着 制造业转型升级使命的产业正迎来关键转折——今年政府工作报告进一步明确,将智能网联新能源汽车、智能机器人等新一代智能终端列为重点发展 领域,为汽车产业升级按下"加速键"。 阳春三月末尾,一场关于未来出行的思想盛宴持续升温。3月29日,在中国电动汽车百人会论坛进入第二日之际,新能源汽车产业的领军人物相聚北 京,围绕汽车行业生态、电动化进程、智能网联、飞行汽车等前沿议题发表见解,勾勒未来出行新图景。 以下是汽车商业评论按照演讲顺序整理的车企高管演讲重点。 长安汽车副总裁、深蓝汽车CEO邓承浩 邓承浩在演讲中透露,今年长安汽车搭载全固态电池的样车会首发,明年会做规模化的装车验证,2027年开始逐渐量产,上车之后续航大概1500公 里;作为30万—35万元的大六座旗舰级产品,深蓝S09很快会量产;下个月在泰国投产新能源整车工厂,也会投产其全球化战略车型深蓝S05。 他也表达了他的压力。 他说:"随着数字化转型,汽车已经从原来的B2B2C的 ...