意见稿还提出，经营者通过网络平台方式销售汽车的，应当通过网页，以文字、图像等方式进行明码标 价，涉及相关配件或者产品配送的，还应当标示配送方式、运输费用、支付方式等内容；如果颜色、产 地、工艺、配件的规格和品牌等对价格有影响的，要明确标示。 不能现场交付车辆的，要在交易前明确告知交付时间。 12月12日，国家市场监督管理总局就《汽车行业价格行为合规指南（征求意见稿）》（下称"意见稿"） 公开征求意见。 意见稿第十四条提到，汽车销售企业销售商品或者提供服务应按规定进行明码标价。有可选配件的，要 标明可选配件的名称、价格、规格、产地等内容。不能现场交付车辆的，要在交易前明确告知交付时 间。 目前，在一些热门车型上，普遍存在交付时间比较长的问题。比如，此前第一财经在《小米的管辖权异 议，困住了退定维权的消费者》中报道，首批下定YU7的准车主表示，在车型上市当晚下单锁定时，官 方锁单界面显示"首批车主8月开始交付"，但当自己锁单后发现，交付周期长达30周、40周甚至50周。 有的准车主甚至还遭遇了车辆未交付却被要求提前支付尾款的情况，并且若拒绝支付，可能面临订单取 消、定金不退的风险。详情请参考此前报道。 此外，根据 ...

准新车面向所有用户开放，已锁单未交付的用户可改配。2025年12月26日24点前锁单，预计2025年底前可提车。如因小米汽车的原因导致2026年完成开票 交付，可享跨年购置税补贴。 每经编辑｜段炼 12月12日，小米汽车宣布现车选购上架开售准新车。 小米汽车称，现车包含全新现车、官方展车、准新车。所有现车均已通过严格质检，部分车型经官方修复，均为未登记车辆，享完整原厂质保和售后。车 辆可能存在一定库龄。 小米创办人雷军对此回应称，准新车，就是因运输等原因产生维修项的原厂新车，这些车经过官方修复及附加检验。 官方展车已被抢光 此前，12月1日，小米汽车官方宣布，"现车选购"通道即将正式开启，涵盖全新现车、官方展车、准新车三种类型。"12月1日12点，已锁单未交付用户可 优先改配同车型现车。"小米汽车方面称。 "现车主要包括全新现车、官方展车、准新车三种类型。"12月3日，一位小米相关工作人员在接受《每日经济新闻》记者采访时表示，和选配下单的用户 相比，现车的区别只是不用等提车周期，其他方面并没有区别。 上述小米汽车相关工作人员向记者介绍称，全新现车均为原厂新车，来源为官方识别并处理的异常订单，以及部分用户因不可 ...

智能手机：25Q3 出货量4340 万部，同比+1.3%，实现连续9 个季度同比增长，市占率13.6%位列全球第 三。但受海外市场手机ASP 下降的影响，公司智能手机平均ASP 下降3.6%至1062.8 元，由此导致智能 手机业务营收同比下滑3.1%至460 亿元。展望后续，凭借新颖的背屏设计以及影像与澎湃系统的不断升 级，小米17 系列发布后销量同比上代增长30%，且Pro 系列占比超80%。25Q3 小米在国内3000 元机型 占比达到24.1%，同比提升4.1pct；4000~6000 元以上机型占比达到18.9%，同比提升5.6pct。小米高端化 进程稳步向前，在国内成效显著，且可通过规模效应以及供应商管理能力在存储上涨周期中彰显龙头韧 性。 IoT：2025Q3 公司IoT 与生活消费产品实现营业收入276 亿元，同比增长5.6%，其中受高基数、国补退 坡等压力影响，智能大家电业务收入同比下滑15.7%。毛利端，IoT 与生活消费产品毛利率同比提升3.2 个百分点，预计智能大家电业务受益于高端化战略拉动同样实现提升。展望后续，我们认为在基数效应 叠加需求前置的影响下，家电行业整体增速或边际放缓。 ...

这话虽是调侃，却也道出了现实，背后是消费者无数次被"套路"后的条件反射，是对企业擦边营销的疲惫与不满。 商家使用大字突出产品的优势、优惠力度……却将可能影响消费者判断的重要限制条件、潜在风险等以小字形式呈现，这无疑是在玩文字游戏，误导消费 者。 近日，新华社的一篇评论，撕开了行业"小字"宣传的遮羞布。"大字吸睛，小字免责"，这八个字说出了无数消费者的心声，直戳心窝子，也让小米再次站 上了舆论的风口浪尖。 小米走到关键拐点。 出品 | 大佬说 作者 | 青云 消费者苦"小字广告"久矣，不少人直呼已经养成"先看小字再决定购买"的新习惯了。 新华社发文痛批"大小字"，小米风波再起 罗永浩曾站出来发声，海报小字是行业普遍陋习。 诚然，这种玩法并非新鲜事物，可能早已成为常规操作。但普遍如此，便对吗？答案显然是否定的。 在文章里，新华社指出，媒体将此类行为概括为"三吹" ，分别是吹功效、吹销量、吹优惠。 在功效上，新华社并未直接点名，具体说的是：某品牌手机，在海报推广中，用显眼大字高调标注"逆光之王"，却在偏僻角落里用一行小字注解：逆光之 王是产品设计目标。拿设计目标当产品事实宣传，商家的胆量为何这么大？ 虽然没点名，但 ...

他表示，一方面，即便异议被驳回了，仍然面临可能会被二审上诉等情况而拉长诉讼周期；另一方面， 由于诉讼比较多，他所在的法院希望找到一个案例作为示范，"说是等其他法院的开庭案例后再看"。 和这位消费者一样，正在通过诉讼的方式进行维权的消费者已有数百名，主要涉及首批下定YU7准车主 和小米SU7 Ultra"挖孔版"车主。不过，除了海口市美兰区人民法院的一例一审判决外，这些诉讼案件均 迟迟未有进展，消费者维权仍需漫长等待。 #小米陷退定维权风波#【#小米管辖权异议困住退定维权消费者#】"很多法院立案了，但一进入审理程 序小米就提管辖权异议，法院驳回异议后又难以进行下去了。"一名参与小米SU7 Ultra"挖孔版"维权诉 讼的消费者告诉第一财经记者。 ...

Core Viewpoint - Xiaomi has officially opened the purchase of "in-stock" vehicles through its app, allowing users to select from available models and expect delivery by the end of the year [2][4][5]. Group 1: Vehicle Availability and Types - The "in-stock" vehicles include three types: brand new vehicles, official display vehicles, and nearly new vehicles, with the latter not yet available for purchase [4][5]. - All "in-stock" vehicles are confirmed to be unregistered and come with full factory warranties and after-sales services [5][8]. Group 2: Delivery Timeline - The delivery timeline for new vehicle orders has been shortened, with some models expected to be delivered within 3 to 6 weeks after order confirmation [9][11]. - Specific delivery timelines for various models range from 3 to 38 weeks, depending on the model selected [11]. Group 3: Sales Performance and Expansion - Xiaomi's vehicle deliveries exceeded 40,000 units in November, surpassing the initial target of 350,000 units for 2025, with total deliveries since April 2024 exceeding 500,000 units [12]. - The company is expanding its sales and service network, with plans to add 36 new stores in December, bringing the total to 249 service points across 144 cities [12].

BYD Co. electric vehicles on display at one of the company's showrooms in Shanghai. BYD Co.’s sales fell for a third straight month as the world’s largest electric vehicle maker faces intensifying competition from rivals churning out popular models. Most Read from Bloomberg The company delivered 480,186 vehicles in November, a 5.3% drop from the same period a year earlier. The decline is particularly notable as it comes during what’s supposed to be a busy period. Consumers are expected to rush to showro ...

Core Insights - Tesla's sales in China fell to a three-year low in October, raising concerns about a potential full-year sales decline in the country [1] - The company's market share in the Chinese EV sector decreased significantly from 8.7% in September to 3.2% in October [1] Competitive Landscape - Tesla faces intense competition from local rivals such as NIO and Li Auto, which are also reporting strong sales [1] - Xiaomi has emerged as a new competitor in the upper segment of the Chinese EV market, achieving record sales for its YU7 SUV and SU7 sedan despite safety concerns [2] - Leapmotor, a newer player founded in 2015, has begun to outperform local competitors in sales and stock price, with its C10 SUV priced significantly lower than Tesla's Model Y [4] - Geely's Geome Xingyuan leads EV sales in China this year, targeting budget-conscious consumers with a price tag under $10,000, indicating a shift in consumer preferences [5][6] Tesla's Position and Future Outlook - Despite the competition, Tesla's Model Y remains competitive, ranking 6th in the overall market [7] - Analysts suggest that Tesla needs to refresh its vehicle models to keep pace with local competitors like Xiaomi, BYD, and XPeng [8] - Tesla's third-quarter revenue increased by 12% year-over-year to $28.10 billion, but the company continues to experience a sales slump in Europe due to competition from brands like Volkswagen and BYD [8][9]

Core Points - Xiaomi Corporation confirmed a minor incident involving a battery production line fire during pre-production debugging in 2024, denying any inherent battery defects [1][4] Incident Details - The incident was caused by operator error during manual-mode debugging, leading to a battery pack colliding with equipment, resulting in a scratched cell and a short circuit that caused a small flame [2] - The plant's emergency protocol was activated immediately, and the fire was extinguished quickly without spreading to other areas, with no injuries reported [3] Company Response - Xiaomi stated that the incident was due to procedural deviation and does not indicate any design flaws, material issues, or manufacturing defects in its batteries, which meet stringent safety standards [4] - The company also investigated and dismissed a viral video claiming to show a "battery workshop incident wall," clarifying that the images were from early 2024 management board tracking initial debugging issues that were resolved prior to mass production [5]

Core Insights - The Guangzhou Auto Show in November is characterized by a cold atmosphere, reflecting the intense competition in the Chinese automotive market, particularly in the electric vehicle (EV) sector [1][3] - The shift towards electrification is irreversible, with new energy vehicles (NEVs) becoming the focal point of the industry, dominating exhibition spaces and sales strategies [4][8] - Traditional rules of the automotive market are being overturned, especially regarding vehicle classification and pricing, as the demand for larger vehicles, particularly SUVs, increases [5][11] Industry Trends - The trend of producing larger vehicles is driven by consumer preferences, with a notable shift towards larger SUVs that exceed 5.2 meters in length and 3.1 meters in wheelbase [5][11] - The Chinese automotive market is increasingly resembling the North American market in terms of vehicle size preferences, influenced by rising income levels and changing family structures [7][11] - The production of larger vehicles is facilitated by advancements in EV technology, allowing manufacturers to overcome previous limitations associated with traditional fuel vehicles [8][12] Competitive Landscape - The competition among manufacturers is intensifying, with many brands launching large SUVs to remain relevant in the market [12][23] - Companies like NIO and Li Auto are focusing on larger models to capture market share, with the expectation that the demand for large vehicles will continue to grow [20][23] - The upcoming years are expected to see an influx of large SUVs in the Chinese market, leading to increased competition and potential market consolidation [18][24] Consumer Behavior - Chinese consumers are increasingly seeking larger vehicles for family and lifestyle needs, paralleling the desire for larger homes, which reflects a broader trend of consumption upgrading [11][24] - The perception of larger vehicles as a status symbol is becoming more pronounced, with manufacturers needing to adapt their strategies to meet these evolving consumer expectations [24][25]