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小米又赌赢了
远川研究所· 2025-06-30 13:04
以下文章来源于远川科技评论 ,作者徐珊珊 2016年Model 3上市,24小时斩获11.5万订单,中文预定官网崩溃的旧史犹在眼前,新的吉尼斯纪录已经诞生。 小米YU7短短18小时锁单24万,在业内业外的一片错愕中,北京欠车王的含金量还在提高。 自年初刻意低调的公开后,小米YU7就与诸多争议如影随影,其中又以YU7与法拉利Purosangue的心有灵犀最为 典型,并在小米设计总监Shin回应原创性时的三个"没有"中,完成了艺术升华。 Shin的一连串"没有"被证实为与大V商量好的节目效果,但与颜值有关的"情绪价值",或许能够解释小米如何用一 小时拿下特斯拉在中国半年的销量。 拆解小米的成功学,似乎是门不会过时的艺术。 无用但好看 小米YU7发布后,社交媒体上开始流传一个热梗: 远川科技评论 . 刻画这个时代(的前沿科技) Purosangue的车头长,是因为Purosangue有6.5L V12发动机,小米YU7的车头长,是因为Purosangue有6.5L V12发 动机。 小米YU7可能参考了法拉利Purosangue的设计元素,但"长车头"的确是小米汽车一以贯之的设计理念。在汽车产 业,长车头是豪华车型 ...
一天入账超600亿,雷军把汽车人整不会了
汽车商业评论· 2025-06-28 01:00
作 者 / 温 莎 编 辑 / 张 南 设 计 / 张 萌 当年抢苹果手机的那群人,如今正在抢汽车。 这是起售价25.35 万元的小米YU7。2025年6 月 26 日晚,正式上市仅 3 分钟,这款SUV大定便突破 200000 台;1 小时内,大定数量更是迅猛增长,突破 289000 台 。 第二天下午4点16分,小米汽车官方宣布,开售18小时,小米YU7锁单量已突破240000台。如果按 照均价来算,小米卖了超过600亿元。 买车不要钱吗?买车都不用坐进去试试吗?汽车真的变成快销品了吗?说好的消费降级呢,全世界 只有我在穷吗? 网友们还只是插科打诨,最破防的是其他汽车厂商。 小米发布会第二天,零跑汽车创始人、CEO朱江明在苏州参加一场论坛时就袒露心声,"本来这些 天心情很好,因为订单很多,但看了昨天晚上雷总一个小时就搞30万辆,给我们的压力巨大……" 他是笑着说出来的,可心里的苦懂得人都懂。从2018年开始,中国汽车就已经结束了持续数十年的 增长,进入存量阶段,也就是说,今天你多卖一辆,明天别人就少卖一辆。 小米发布会进行时,《汽车商业评论》小编正和一群汽车圈的朋友在一起,一位在汽车行业摸爬滚 打了20年 ...
新能源汽车外观设计“模仿大牌”是“抄袭”?
"小米YU7的造型非常动感和前卫,能够给人带来一种跑车的感觉。"近日,记者走访了小米汽车销售服 务中心(北京国贸店),谈及"小米YU7和法拉利Purosangue相似"这一话题时,销售顾问章贤(化名) 没有作出正面回应。 "造型相似""外观抄袭"等早已不是汽车圈的新鲜事了。近期有网友发现,小米YU7的外观造型与法拉利 Purosangue有很多相似之处。图为小米汽车销售服务中心(北京国贸店)展出的小米YU7。 "近两年国内的各大车展上,新车型和新技术让人眼花缭乱。不过,不少新车有着相似的流线型轮廓、 雷同的贯穿式灯带、近乎一致的封闭式前脸……"家住上海市的汽车爱好者付焕对记者说,把车标盖住 后,自己是不是会产生一种"来自不同品牌的汽车,却出自同一设计师和模具"的错觉。 随着中国汽车产业的蓬勃发展,新品牌和新车型如雨后春笋般涌现,汽车设计风格和造型雷同的事情时 有发生。5月22日晚,小米汽车发布第二款新车YU7,尽管此次发布会只是亮相了YU7的造型和外观, 未公布价格和内饰细节,也未开启小定,但仍引起了消费者和车企友商的高度关注。 在小米YU7亮相的当天,法拉利中国在其官方微信公众号发布了旗下产品Purosan ...
美国车市迎“涨价潮”
Group 1: Tariff Impact on the Automotive Industry - President Trump announced a 25% tariff on imported cars starting April 2025 and on auto parts starting May 2025, affecting 8 million imported vehicles annually, which constitutes 50% of total new car sales in the U.S. [2] - The automotive supply chain in the U.S. is highly globalized, leading to increased costs for car manufacturers due to tariffs, prompting many companies to raise vehicle prices [2][10]. - Analysts predict that the new car prices could increase by 10% to 15% for vehicles directly affected by the tariffs, while those not fully impacted may see a 5% increase [10]. Group 2: Price Adjustments by Automakers - Subaru announced price increases on several models, with adjustments ranging from $750 to $2055, effective June, citing the need to offset rising costs [3]. - Ford plans to raise prices on three models produced in Mexico, with increases up to $2000, and previously warned of a potential $1.5 billion loss due to tariffs [4][6]. - Ferrari responded quickly to the tariff announcement by increasing prices on certain models by up to 10%, with significant price hikes on high-end models [5][6]. Group 3: Company Strategies and Market Reactions - Some automakers, like Hyundai and Volkswagen, are currently holding off on price increases, with Volkswagen maintaining existing prices until June to avoid consumer burden [7][8]. - Toyota and Honda have chosen to absorb the increased costs temporarily, focusing on cost-cutting and efficiency improvements instead of immediate price hikes [8][9]. - Despite some companies holding off on price increases, the consensus is that price hikes are inevitable as the tariffs remain in effect [9]. Group 4: Market Trends and Consumer Behavior - U.S. light vehicle sales dropped by 10% year-over-year in May, attributed to consumers purchasing vehicles in advance of the tariff implementation [9]. - The ongoing tariff situation is expected to shift consumer preferences towards used cars, potentially driving up their prices as new car prices rise [10].
雷军分享造车“成功学”:揶揄有车企一年做几十款,是在“赌”
Sou Hu Cai Jing· 2025-06-04 01:00
SU7没有受到事故和负面新闻的影响,第二款车YU7也未卖先火,这似乎让小米董事长雷军兴致很高,认真的分享了造车心得。 "小米汽车取得的成绩,还是有很多朋友都觉得'不可思议'。我想说,SU7的成功不是偶然。小米造车的成功经验会在未来每一款车上得到应验。"在6月3 日的小米2025投资者大会之后,小米创始人雷军发长文大谈SU7的"成功之道"。 其次是敬畏之心。雷军表示,由于汽车工业极为复杂,难度非常之高,因此造车一定敬畏汽车工业,要在机械架构、智能化、电动化这三个维度上,向所 有行业先进者学习。"我们旗帜鲜明地提出对标特斯拉和保时捷,这两家公司在不同领域里,都是世界巅峰水平。我们跟他们比较,刚开始可能差距很 大,但只要我们敢比,就是走在赢的路上。"雷军说道。 第三,雷军谈到了小米模式和小米方法论的成功。"小米一开始敢只做一款车,而且第一款车,就成为了行业的爆款,这就是我们对小米模式和小米方法 论的自信。"雷军表示,在进入汽车行业时,发现很多家一年做几十款车,其认为这种行为本身就是在赌,因此小米要用"8倍镜"去瞄准。 这似乎在回应此前有声音说""某公司只做一款车就卖爆了,虽然产品可能不是那么好"。 "苹果造车,到这 ...
雷军造车“中途跌倒”,YU7能否持续火爆?
Sou Hu Cai Jing· 2025-05-24 10:51
Core Viewpoint - Xiaomi's chairman Lei Jun addressed the challenges faced by the company during the launch of the Xiaomi YU7, emphasizing the importance of acknowledging imperfections and committing to improvement over the next five years [3][5]. Product Launch and Features - The Xiaomi YU7 was introduced without a price announcement, focusing instead on its design, configuration, and safety features [3][14]. - The YU7 features a performance four-wheel drive version with a maximum power of 508 kW, 0-100 km/h acceleration in 3.23 seconds, and a top speed of 253 km/h, surpassing competitors like Tesla Model Y Performance [9]. - The vehicle boasts an impressive range, with the entry-level version achieving 835 km and the Pro and Max versions reaching 760 km and 770 km respectively [11]. - The YU7 incorporates advanced safety features, including the NVIDIA Thor chip, multiple radar systems, and high-strength steel materials for enhanced occupant protection [13]. Market Positioning and Competition - Xiaomi YU7 is positioned against established brands like Tesla and Porsche, with a design inspired by luxury aesthetics [6][9]. - The absence of a price announcement has led to speculation about its market positioning, with predictions suggesting a price range between 209,800 to 245,900 yuan [25]. - The mid-to-large electric SUV market is highly competitive, with several brands vying for market share, indicating that Xiaomi will face significant challenges as a newcomer [27]. Consumer Response and Market Strategy - The pre-launch buzz around the YU7 was significant, with high consumer interest reflected in the surge of secondary market activities, despite the lack of a price announcement [14][23]. - Industry experts believe that not disclosing the price allows Xiaomi to gauge market reactions and adjust pricing strategies accordingly, while also addressing production capacity issues [23]. - Lei Jun's remarks about the potential for Xiaomi to rise in the market reflect a strategic mindset aimed at overcoming initial challenges and competition [27].
法拉利正将在华销量希望寄托于全新纯电超跑
Guan Cha Zhe Wang· 2025-05-12 08:57
【文/观察者网 张家栋 编辑/高莘】 据《欧洲汽车新闻》当地时间5月10日报道,法拉利正希望其首款全电动超级跑车能够重振中国市场的 销量。 法拉利生产车间 INSIDE EVS 法拉利在日前表示,将于10月推出的Elettrica电动汽车预计在面向中国市场时将按官方指导价30%的复 合税率征税。而目前搭载12缸发动机的车型,其进口税、消费税和增值税总额几乎是该税率的4倍。 法拉利认为,电动化车型较低的税率将成为其重振中国市场的关键。 法拉利首席执行官维尼亚(Benedetto Vigna)在本周的财报电话会议上表示,法拉利今年将推出的一款 车型将"更适合"大中华区市场,但他并未透露具体车型。"这将改善市场状况。" 自2022年以来,法拉利在中国市场的销量便始终停滞不前,尤其在仰望等中国汽车制造商的高端化冲击 下,法拉利、保时捷等超豪华品牌的在华销量也受到了较大冲击。据统计,今年一季度,法拉利大中华 区的出货量下降了25%,降至近4年来的最低水平。 但彭博社在相关报道中提到,与许多欧洲车企相比,法拉利对中国的依赖程度较低,由于中国对排量超 过4L的进口汽车征缴15%的进口关税、40%的消费税以及至少13%的增值 ...
How The 3Ps Are Steering Ferrari Into A New Era Of Profit (Q1 Earnings Review)
Seeking Alpha· 2025-05-06 17:08
Please stop and take a look at the picture above. It shows the Ferrari Purosangue . Unless you ordered one, or are already driving one, chances are, you have not seen one yet. I saw my first one just two days ago. But this isI focus on long term growth and dividend growth investing. I follow both the US and the European stock markets, looking for undervalued stock and/or for high quality dividend growing companies that provide me with cash to reinvest. Over time, I have come to realize that profitability is ...