雷军新年首播：确认汽车业务降速

市场资讯01-05

（来源：虎嗅APP）出品|虎嗅汽车组作者|王亚骏头图|视觉中国1月3日晚间，雷军进行了2026年的首次直播，总时长达4小时。在直播过程中，雷军不仅与工程师们拆解了一辆YU7，还诉说起了一些并不愉快的回忆。“从去年9月份开始，网上针对我个人突然出现了各种各样的尬黑，我自己都觉得莫名其妙。”“尬黑确实给我造成了很大的心理阴影，以至于我讲每一句话都要想了又想、看了又看……你们希望看到这样的雷军吗？”“我...

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Y的内容。雷军表示，在零下10摄氏度至零下25摄氏度，YU7的续航能力和综合电耗表现强于Model Y拆完车后，直播进入了雷军、小米汽车副总裁李肖爽和小米公关部总经理徐洁云一起回应去年舆情的环节，这部分的内容可以总结为以下三点：一、舆情归因。对于“绿化带战神”、“7000法务”、“不让农民卖小米”、“1300公里只充一次电”等舆情，雷军和高管表示多数是源于“黑水军”的抹黑。二、给出应对措施。雷军对“黑水军”亮出了刀子，表示小米绝不会姑息造谣抹黑的攻击小米车主的行为，“在这里我也提醒大家，尤其提醒一些KOL，骂小米确实有流量，但是一定要客观，不要故意抹黑，故意地断章取义。”三、反思与整改。对于“小字营销”，雷军认为这的确是行业陋习，小米从现在起马上就改。不难看出，小米试图用集中回应舆情的方式，来扭转舆论场上的被动局面、消解消费者购车时的顾虑。为什么要通过拆车二次发布YU7？YU7的可见度还需要这么来提升一波吗？答案是：需要。SU7这款曾经震动了整个汽车行业的车型，因事故和舆情等原因，导致销量进入了下滑通道，难言还是“爆款”（当下，业界普遍将月销两万以上的车型视为“爆款”）。目前，YU7已经成为小米汽车销量的绝对主力。去年10月和11月，这款车共交付了6.74万辆，占同期小米总交付量的71%。但最近两个月，YU7已经出现了交付量放缓的趋势。雷军与小米汽车的压力，可想而知。2026年，SU7是否会有改款来接棒？YU7在SUV战场是否会迎来“战友”？雷军并没有给出这些问题的答案。在昨晚直播的最后10分钟里，他提及了三个宏大的目标，但其中并没有2026年新车型的相关信息：·未来5年，至少投入2000亿研发经费；·加大对深层次AI大模型的投入，把目前的业务用AI重做一遍；·坚持打造人车家全生态体验。这或许意味着，市场所期待的小米增程式SUV车型在短期内（至少是今年上半年）不会投放到市场上。到了直播的末尾，雷军公布了2026年的交付目标：55万辆，相比去年增长约34.1%，低于去年近200%的增幅。虎嗅认为，在国内车市步入“微增长”阶段的当下，小米汽车年交付55万辆是一个相对较为现实的目标。如果将该目标拆解，便会发现其实现路径已经基本清晰：YU7保持3万-3.5万的月交付量；SU7保持1万-1.5万的月交付量。对于“狂飙”了近两年的小米汽车而言，放慢速度或许并不是一件坏事。本文来自虎嗅，原文链接：https://www.huxiu.com/article/4823188.html?f=wyxwapp","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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