真香警告，全新小鹏P7惊艳登场，售价21.98万起。 8月27日晚，全新小鹏P7正式上市，这款超豪华AI轿跑定价21.98万起，直接击穿了25万级智能轿跑的心 理防线。 据追风交易台消息，8月27日摩根士丹利研报指出，小鹏汽车新P7定价比市场此前预期的23-25万元更具 侵略性。这一定价策略使新P7相比竞品小米SU7 Pro低2.6万元。 小鹏管理层透露，新款P7的预订单量已超过公司所有现有车型。摩根士丹利预计，新款P7有望成为推 动小鹏实现创纪录销量的"黑马"。在规模效应的支撑下，新款P7仍有望实现双位数的利润率。 "超预期"的定价策略 摩根士丹利在报告中首先强调了新款P7定价的"进攻性"。 小鹏官方公布了新款P7的四个版本，价格区间为人民币21.98万元至30.18万元。其21.98万元的起售价， 显著低于市场此前人民币23万至25万元的普遍预期。 报告强调P7在价格上的竞争优势： 这种"比预期更具进攻性"的定价，在当前激烈竞争的中国电动车市场中，无疑将压力给到了同价位区间 的核心竞争对手。 尽管定价如此有竞争力，摩根士丹利依然基于对小鹏成本控制的分析，预计新款P7在实现规模化生产 后，能够贡献"双位数的 ...

Core Insights - The article discusses the current situation of the YU7 vehicle sales and customer feedback, highlighting a significant increase in customer traffic and interest in the vehicle [1][2]. Sales Performance - The introduction of a green display vehicle led to a surge in customer traffic, increasing from an average of over 1,000 to over 2,000 daily [2]. - The showroom experienced overwhelming customer presence, especially on weekends, making it difficult to track visitor numbers [5]. Pricing and Offers - The pricing for the YU7 models is as follows: Standard version at 253,500, Pro version at 279,900, and Max version at 329,900 [3]. - Initial promotional offers include complimentary features such as zero-gravity seats and an electric front trunk, with a notable 80% of customers opting for additional customization [4]. Customer Feedback - Customers have expressed high satisfaction with the vehicle's aesthetics and interior design, although there are concerns regarding space, particularly for families [5][11]. - The most pressing question from customers is about the delivery timeline for the vehicles [7]. Competitive Landscape - The main competitors identified are Model Y, Hongmeng R7, and Zeekr 7X, with many customers comparing YU7 favorably against Model Y [9]. - Over 70% of customers believe the pricing is within expected ranges, although some find the Max version slightly overpriced [9]. Strengths and Weaknesses - The YU7 is praised for its attractive design and variety of customization options, while some family-oriented customers have opted out due to space limitations [11][13]. - The vehicle's appeal is strong among younger customers, but it may not meet the needs of larger families [13]. Sales Insights - The sales team has noted a record-breaking number of pre-orders, with 200,000 units in just three minutes, indicating a strong market demand [21]. - There is a sense of urgency among potential buyers to place orders quickly to take advantage of initial offers [19].

Core Viewpoint - The focus of battery companies is shifting towards enhancing the charging experience for electric vehicles, particularly in the "last mile" of charging, which involves reducing the time taken to charge from 80% to 100% [2][5] Group 1: Technological Advancements - Battery companies are improving charging efficiency, with Jiayao Tongxing's new technology reducing the time to charge from 80% to 100% to 11.5 minutes, a 75% improvement over conventional batteries [2] - Honeycomb Energy has optimized its 4C fast charging project to achieve a full charge in 15 minutes, with the time from 80% to 100% reduced to 5 minutes, marking a 30% enhancement [3] - BYD has introduced the end-fast charging technology in its e-platform 3.0 Evo, indicating a trend towards faster charging solutions [4] Group 2: Charging Curve Optimization - The optimization of the constant voltage (CV) phase in traditional charging methods is crucial, as it significantly slows down charging speed to protect the battery [5] - Data from Xiaomi's SU7 Pro shows a dramatic decrease in charging power as the battery approaches full capacity, with reductions of up to 92% at 95% SOC [5] Group 3: Different Approaches to Fast Charging - BYD employs pulse charging to reduce battery polarization and increase end charging current, potentially including negative pulse currents to alleviate lithium ion accumulation [6] - Honeycomb Energy enhances charging capacity through a stacking process and utilizes a dual temperature control monitoring system for efficient end charging [6] - Many companies proposing end-fast charging solutions are those producing blade batteries, likely due to the improved thermal performance of the stacking process [7]

Core Viewpoint - The Xiaomi SU7 has demonstrated a high resale value, with reports indicating a 96% retention rate after one year, leading to its recognition as a "top performer" in the electric vehicle market [2][3][5]. Group 1: Resale Value and Market Perception - The resale price of the Xiaomi SU7, originally priced at 299,800 yuan, was sold for 288,800 yuan after nearly a year of use, indicating a strong market demand [1]. - The high resale value has led to social media buzz, with users claiming that owning a Xiaomi SU7 is akin to paying for insurance without depreciation [2]. - However, industry experts caution that the conclusion regarding the high resale value may be premature, as the high purchase prices by dealers could lead to low profit margins and high inventory cycles [3][15]. Group 2: Sales Performance and Production Capacity - Xiaomi's automotive division has seen a significant increase in delivery volumes, exceeding targets by 37% last year, with monthly deliveries surpassing 20,000 units for seven consecutive months [6][7]. - The company has set an ambitious sales target of 350,000 units for the current year, primarily relying on the SU7 and its variants [7]. - The delivery timelines for the SU7 and its variants are currently extended, with the shortest delivery period being 37 weeks, indicating that production capacity is nearly exhausted [19][20]. Group 3: Market Dynamics and Inventory Challenges - The average inventory cycle for the Xiaomi SU7 in the second-hand market is around 60 days, which is longer than the industry average, suggesting potential challenges in maintaining high resale prices [13][14]. - The second-hand market for electric vehicles is evolving, with a growing number of transactions and a shift in consumer preferences towards more established models like the Xiaomi SU7 [15][16]. - Despite the current high resale prices, dealers express concerns about the sustainability of these prices, especially as the market adjusts to new models and changing consumer demands [17][18].

撰文 / 周 洲 设计 / 师 超 三点式安全带被沃尔沃汽车正式发明以前，汽车被称作"寡妇制造机"。 60多年后的信息时代，从智能辅助驾驶到自动驾驶的进阶路上，又出现了血的教训。 3月29日晚23点左右，一辆标准版小米SU7 在G0321德上高速池祁段（祁门往枞阳方向）撞击中分带新泽西护栏后 燃爆 。由于火势迅猛，三位相约一起 到安徽池州参加第二天上午的招考考试的武汉某大学的大四女生，均不幸遇难。 4月1日，雷军发微博 代表小米承诺"无论发生什么，小米都不会回避"。 一边是悲痛欲绝的家属，一边是主动站出来的雷军，底下是吵成一锅粥的网友。 有人觉得驾驶人开夜路、自己分心要负全责，有人觉得是车企高阶智驾夸大宣传误导消费者害人不浅。 这起严重事故对热炒的全民智驶，浇了一盆冷水。 近两年掀起的高阶智驾潮，听起来高级又模糊。 部分车企提供智能驾驶功能时候，会允许驾驶员长时间放开方向盘，高速状态下长距离行驶，实际上是默许驾驶员以不安全方式驾驶汽车。 网络上还流传着某品牌的车主睡着了，车子自己开到家的视频段子。还有一些车主自己跑到后座躺平看电视、让车辆在高速上自己开。 这些拿生命当儿戏的反智视频，应引起消费者的警惕和分辨。 ...