雷军：小米YU 7上市3个月，已交付超40000台。 https://t.co/PgGTAP8cfm外汇交易员 (@myfxtrader):小米汽车正计划动态优化车辆交付周期，大幅缩短从预定到提车的时间。相关小米销售称，“小米汽车APP将于今日下午完成升级。此前交付周期每次调整幅度多在1-2周，而本次APP升级后，将可以看到，部分车型有望较原定周期提前6周，最多可以较原定周期提前2个月。” ...

Core Insights - The annual speech by Xiaomi's Chairman and CEO Lei Jun is set to take place later than usual this year, with the theme of "Change" [1][2] - Lei Jun emphasizes the rapid changes in the world and within Xiaomi, highlighting the importance of personal courage and determination in achieving success [1] - The delay in the annual speech was strategically planned to coincide with the launch of the Xiaomi 17 series flagship, leveraging its promotional momentum [1] Summary by Sections - **Annual Speech Timing and Theme** - The annual speech is being held later than previous years, originally planned for June but postponed to September [1] - The theme for this year's speech is "Change," focusing on the idea that one's destiny can be altered through effort and determination [1] - **Company Evolution and Personal Growth** - Lei Jun notes that Xiaomi has undergone significant changes in recent years, which he attributes to a shift in understanding and perception [2] - The speech aims to share insights on these changes and the evolution of the company [2]

Core Insights - The annual speech by Xiaomi's Chairman and CEO Lei Jun is set to take place later than usual this year, with the theme of "Change" [1] - Lei Jun emphasizes the rapid changes in the world and within Xiaomi, highlighting the importance of personal courage and determination in achieving success [1][2] Group 1 - The annual speech has been delayed to September to coincide with the launch of the Xiaomi 17 series flagship, which Lei Jun views as an opportunity to leverage the product's popularity [1] - Lei Jun expresses gratitude for the audience's continued interest in his speeches, inviting feedback and engagement from viewers [1] - The theme of this year's speech revolves around the idea that one's fate can be altered through effort and perseverance, challenging the notion of destiny [1] Group 2 - Lei Jun notes that his own understanding and perception have evolved significantly over the past few years, reflecting the transformative changes within Xiaomi [2]

Core Insights - The annual speech by Xiaomi's Chairman and CEO Lei Jun is set to take place later than usual this year, with the theme of "Change" [1] - Lei Jun emphasizes the rapid changes in the world and within Xiaomi, highlighting the importance of personal courage and determination in achieving success [1][2] Group 1 - The annual speech has been delayed to September to coincide with the launch of the Xiaomi 17 series flagship, which Lei Jun views as an opportunity to leverage the product's popularity [1] - Lei Jun expresses gratitude for the audience's continued interest in his speeches, inviting feedback and engagement from viewers [1] - The theme of this year's speech revolves around the concept of changing one's destiny, asserting that success is not predetermined and depends on individual effort and growth [1] Group 2 - Lei Jun notes that his own understanding and perception have evolved significantly over the past few years, reflecting the transformative changes within Xiaomi [2]

Core Viewpoint - The article discusses the intense competition and challenges within the Chinese automotive industry in July 2025, highlighting various industry leaders' statements and actions that reflect the sector's collective anxiety regarding transformation and market dynamics [5]. Group 1: NIO's Financial Transparency and Strategy - NIO's CEO Li Bin addressed the company's cumulative losses exceeding 100 billion RMB, emphasizing that the financial reports are transparent and clean, with losses primarily attributed to R&D and charging infrastructure investments [8][9]. - Li Bin compared NIO's financial approach to household renovations, stating that the company fully expenses R&D costs rather than amortizing them over time, which contributes to the perception of high losses [9][12]. - He criticized the industry's trend of increasing vehicle weight due to larger batteries, arguing that heavier vehicles cause more damage to roads and pose safety challenges [12][13]. Group 2: Huawei's Marketing Reflection - Huawei's executive Yu Chengdong clarified a misunderstanding regarding a "driving while sleeping" incident, using the opportunity to reflect on the company's marketing shortcomings and the need for better communication of product features [15][16]. Group 3: Great Wall's Recruitment Initiative - Great Wall's Chairman Wei Jianjun launched a "35+ recruitment campaign," promoting the idea that being over 35 is not a career dead-end but a new beginning, aiming to combat age-related anxiety in the workforce [19][20]. - This initiative reflects a broader recognition of the value of experienced employees in the automotive industry's transformation [19]. Group 4: Industry Warnings and Concerns - Bosch's executive Wu Yongqiao warned that offering high-level intelligent driving features for free could lead to a disaster for the industry, as it undermines the financial viability of R&D investments [36][37]. - He highlighted the contradiction of declining profits amidst rising revenues, urging the industry to adopt sustainable business models that allow for the recovery of R&D costs [37][38]. Group 5: Chery's Candidness on Industry Practices - Chery's Chairman Yin Tongyue openly discussed the company's cautious approach to technology and market competition, criticizing the industry's price wars and advocating for a more dignified international presence [25][26]. - He emphasized the importance of maintaining a positive image for Chinese automotive brands abroad and avoiding destructive competition [26][27]. Group 6: New Developments in the Automotive Sector - The establishment of the new China Chang'an Automobile Group marks a significant development in the industry, with ambitions to achieve a production and sales scale of 5 million vehicles by 2030, focusing on electric vehicles [40][41]. - The new entity aims to leverage its substantial resources and capabilities to become a top global automotive brand [41].

Group 1: Xiaomi Automotive Developments - Xiaomi's third vehicle, codenamed "Kunlun," is a large range-extended SUV aimed at the family market, featuring a three-row seating layout [2][4] - The YU 7 model has entered a stable delivery phase, with production capacity expected to meet demand [1] - The new SUV is anticipated to exceed 5.1 meters in length and have a wheelbase of 3100mm, with design elements consistent with Xiaomi's family style [4][6] Group 2: Xiaomi Smartphone Updates - The upcoming Xiaomi 16 smartphone is expected to feature a 6.3-inch flagship flat screen with ultra-narrow bezels, maintaining a 1.5K resolution for standard versions [7] - The device will debut with the second-generation Snapdragon 8 chipset, likely launching in September, a month earlier than previous models [8] - The main camera will continue to use a 1-inch large sensor, with enhancements in the Pro version for long-range capabilities [9]

Core Viewpoint - Xiaomi's founder and CEO Lei Jun expressed that the sales of the Xiaomi YU 7 exceeded their most optimistic expectations, indicating strong market demand. However, he emphasized the company's awareness of its current limitations and the challenges ahead, stating that they will continue to work diligently and not become complacent [1]. Group 1 - The Xiaomi YU 7 was launched for sale at 10 PM last night, and the order volume significantly surpassed expectations [1]. - Lei Jun highlighted the company's recognition of the gap between them and global industry leaders, indicating a need for improvement and addressing challenges [1]. - Despite the strong sales, the company will not disclose the 24-hour sales figures, as stated by Lei Jun in response to a user inquiry [1].

Group 1 - The core point of the article is the official announcement by Xiaomi Group's chairman Lei Jun regarding the starting price of the Xiaomi YU 7, which is set at 253,500 yuan [1] Group 2 - The announcement was made during a press conference held on June 26 [1] - The pricing of the Xiaomi YU 7 reflects the company's entry into the automotive market [1]

Core Viewpoint - Xiaomi officially launched the Xiaomi YU 7, featuring an ultra-long range with a standard version offering 835 km of mileage [1] Company Summary - Xiaomi Group's chairman Lei Jun announced the release of the Xiaomi YU 7 during a press conference [1] Industry Summary - The introduction of the Xiaomi YU 7 highlights the growing competition in the electric vehicle market, particularly in the area of battery efficiency and range [1]

Group 1 - The core point of the article is the official launch of the Xiaomi Yu 7, with the standard version priced at 253,500 yuan [1] Group 2 - The article highlights the significance of the Xiaomi Yu 7 in the market, indicating its potential impact on the company's sales and brand positioning [1] - The pricing strategy of the Xiaomi Yu 7 is noted, suggesting a premium positioning in the competitive landscape [1] - The launch event may attract attention from both consumers and investors, reflecting the company's ongoing innovation efforts [1]