在去年下半年，极氪就上线了一个"跨年购置税补贴" ，称只要在2025年12月31日24点前锁单，如因极氪原因导致车辆在2026年开票交付，极氪也 将提供购置税补贴，并在订单车辆尾款中予以抵扣。 这一承诺令不少车主吃下"定心丸" ，纷纷在政策窗口期下单购车。然而，当时间来到2026年，极氪却"食言"了。多位车主向《次世代车研所》栏目 反映，称自己已经在规定期限内锁单交定金，但跨年后极氪官方却表示"无法直接兜底购置税，仅能以积分进行补偿" 。 出品 / 新浪科技（ID:techsina） 作者 / 罗宁 根据相关政策，自2026年1月1日起，新能源汽车购置税政策迎来重大调整，从全免变为减半征收（按5%税率）。 车主李飞（化名）直言，自己在看到极氪官方此前承诺购置税兜底后，在2025年12月30日支付了定金锁单，而到了12月31日，销售告诉他车辆已 经下线了，但是他在极氪App上未看到生产和运输状态。销售承诺当天付款可以在2026年开票，并享受购置税兜底政策。但在付款后，到1月2日下 午，极氪销售却表示不能进行购置税兜底，只能给3万极氪App内的消费积分（大约等于人民币3000元，而车辆购置税大约在1.1万元）。 ...

文|《次世代车研所》栏目 罗宁 根据相关政策，自2026年1月1日起，新能源汽车购置税政策迎来重大调整，从全免变为减半征收（按5%税率）。 在去年下半年，极氪就上线了一个"跨年购置税补贴"，称只要在2025年12月31日24点前锁单，如因极氪原因导致车辆 在2026年开票交付，极氪也将提供购置税补贴，并在订单车辆尾款中予以抵扣。 这一承诺令不少车主吃下"定心丸"，纷纷在政策窗口期下单购车。然而，当时间来到2026年，极氪却"食言"了。多位 车主向《次世代车研所》栏目反映，称自己已经在规定期限内锁单交定金，但跨年后极氪官方却表示"无法直接兜底 购置税，仅能以积分进行补偿"。 这样的车主来自全国各地，有数百人之多，他们自嘲是"极氪的韭菜"。对于上述情况，极氪官方暂无最新回应。 在行业专家看来，极氪食言的原因可能是生产出了问题，如今面临大量用户投诉，极氪需要面对承受经济损失或者失 约的两难抉择，但无论结果如何，本次事件会对其品牌造成不利影响。 政策退坡：兜底承诺成"空头支票" 对于车主而言，购置税政策的调整，意味着购车成本直接增加约车价的5%，以极氪旗下主力车型20万元以上的定价计 算，车主需多支付1万元左右的购置 ...

Core Insights - The SUV market for electric vehicles priced above 200,000 yuan is dominated by models like the Tesla Model Y, which outsells the Model 3 by nearly three times in 2024 [1] - Xiaomi's new model, the YU7, is positioned as a competitor to the Model Y and other domestic brands, following the success of the SU7 [1][2] - The YU7 has received significant initial orders, surpassing the SU7's performance, indicating strong market interest [4] Product Positioning - The YU7 is priced at 253,500 yuan, 279,900 yuan, and 329,900 yuan for its three versions, making it only 10,000 yuan less than the Model Y [1][16] - The YU7 features a more moderate design strategy compared to the performance-oriented SU7, focusing on practicality and comfort [6] - The YU7's dimensions are 4999mm in length, 1996mm in width, and 1608mm in height, classifying it as a mid-large SUV with a sporty design [6] Features and Specifications - The YU7 boasts upgraded interior features, including zero-gravity seats and a new panoramic display, enhancing user experience [8] - Performance specifications include a maximum power of 690 PS, a 0-100 km/h acceleration time of 3.23 seconds, and a maximum range of 835 km [10] - Advanced safety features include a robust structure with enhanced pillar strength and a comprehensive suite of smart driving technologies [14][12] Market Dynamics - The YU7's launch comes amid fierce competition in the SUV segment, particularly from domestic brands like Zeekr and NIO [16][24] - The YU7's success may not directly impact Tesla's Model Y but could significantly affect the sales of other domestic brands [20][21] - The YU7's initial order volume of over 122,000 units within three minutes of launch indicates strong market demand [4][25] Production Capacity Challenges - Xiaomi's production capacity is a critical factor, with the current output for the SU7 being less than 30,000 units per month, which may limit the YU7's delivery capabilities [25] - The second factory is expected to add 150,000 units of annual capacity, but achieving production levels comparable to the Model Y remains a challenge [25] - The ability to meet high demand while managing production constraints will be crucial for Xiaomi's market positioning [25]