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少打擦边。吸取教训

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":503861482365064,"tweetId":"503861482365064","gmtCreate":1764035773300,"gmtModify":1764035775739,"author":{"id":3563140991934227,"idStr":"3563140991934227","authorId":3563140991934227,"authorIdStr":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":137,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>少打擦边。吸取教训</p></body></html>","htmlText":"<html><head></head><body><p>少打擦边。吸取教训</p></body></html>","text":"少打擦边。吸取教训","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/503861482365064","repostId":2586849462,"repostType":2,"repost":{"id":"2586849462","kind":"news","pubTimestamp":1763998301,"share":"https://www.laohu8.com/m/news/2586849462?lang=&edition=full","pubTime":"2025-11-24 23:31","market":"hk","language":"zh","title":"首次，小米超越特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2586849462","media":"知嘹汽车","summary":"所以小米也不能因为一次胜利就飘了，毕竟小米单车成本目前还比特斯拉高了8000块左右，所以对于小米而言，想要保持胜利，产能和成本控制上还得多下功夫。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251125023916648v201x0676a5oebz\"/><p><strong>车圈从来都不缺热闹，就在刚刚过去没多久的10月份，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>竟然被<a href=\"https://laohu8.com/S/XIACY\">小米</a>汽车按在销量榜上摩擦了</strong></p><p>数据显示，<a href=\"https://laohu8.com/S/01810\">小米</a>汽车当月交付量超4.8万辆，比特斯拉的国内交付量2.6万辆多了将近一半，客观的讲，这倒是不能直接说特斯拉就不行，特斯拉向来有“大小月”的说法，10月份的产能可能更偏向于出口，但从10月国内市场来看，<a href=\"https://laohu8.com/S/81810\">小米</a>的胜利是实打实的，小米YU7交付33662辆，小米SU7卖了14991辆，双双碾压特斯拉的主力车型 Model Y的19488辆和Model 3的6518辆。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251125023918805v2019i98nz0us4u\"/><p>这也是中国品牌在中高端纯电SUV战场上，首次在单月维度上超越了特斯拉。市场风向看来是真的变了，以前人们总拿小米YU7“月销仅2万”说事儿，如今，小米YU7单月交付量破3.3万辆，三个月累计销量突破7万大关，看得出那些针对小米的负面评价，并没有真正影响到消费者的购车决策，喜欢小米的人，还是会为小米汽车买单。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251125023919546v201holyryuo3k3\"/><p>其实小米这个“新玩家”能把特斯拉拉下马，靠的全是“阳谋”。首先就是更懂中国家庭，特斯拉的Model Y确实是很优秀的全球车型，而全球就意味着要在设计上做妥协，不能适应所有市场。Model Y的悬挂偏硬，在中国路况下会稍显颠簸，还有后排坐垫也比较短，如果全家长途出行的话，坐在后排舒适性会打折扣，而小米YU7轴距3000mm，后排甚至可以翘二郎腿，座椅调校也更柔软舒适，看着都是微小的细节，可正是这些细节恰恰击中了中国家庭用户对“舒适”和“空间”的核心诉求。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251125023920080v201a962b5c5iv4\"/><p>还有“入门即高配”也被小米玩的明明白白，特斯拉一个增强版自动驾驶（FSD）就不便宜，而小米YU7把激光雷达，800伏高压快充，高性能智驾芯片，座椅通风按摩这些以前只出现在顶配或需要高价选装的配置全都变成了自己的标配，相当于把25-35万这个价位区间的游戏规则都给改了，消费者发现原来我花这些钱可以得到这么多东西，那消费者自然愿意用销量为小米投票。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251125023930985v201syqtmjwr26l\"/><p>小米还有一个杀手锏是“人车家”生态，它在消费电子领域积累了10多年，一个HyperOS系统就能把手机，汽车和智能家居无缝连接，上班路上能通过车机屏看一眼家里的摄像头，回家路上能提前打开家里的空调和热水器，车不仅是交通工具，还成了智能生活的中枢，这种感觉就像是“买车送个智能生活”，而这也恰恰是即便像特斯拉这种巨头也很难在短时间内复制的优势。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251125023937433v20153o213p6sgm\"/><p>10月份的这场销量反转不是小米的偶然胜利，而是其精心策划的一场市场逆袭，当然了，特斯拉也不是吃素的，据悉，特斯拉已计划扩充中国研发团队，加速改造座本土化座舱，就连下一代Model Y都有可能靠引入磷酸锰铁锂电池把价格打到24万区间，直接对小米YU7发起正面肉搏，而大众、丰田等传统巨头也加快了在中国的电动化，智能化转型步伐。所以小米也不能因为一次胜利就飘了，毕竟小米单车成本目前还比特斯拉高了8000块左右，所以对于小米而言，想要保持胜利，产能和成本控制上还得多下功夫。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251125023939461v2016ahv4gwnhh9\"/><p>不管怎样，小米的崛起就像是给池塘里扔进一条“鲶鱼”，搅动的是整个行业生态，逼着国际品牌加快本土化脚步，对国产新能源汽车来说，也是最好的激励。</p><p><strong>写在最后</strong></p><p>未来小米与特斯拉的较量肯定会更激烈，但最终受益的是咱们消费者，毕竟车企竞争越狠，我们才能买到更划算更好用的车。</p><p><strong>知嘹汽车原创文章｜</strong>如需转载请联系我们</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n首次，小米超越特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-24 23:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251125023951a70ed799&s=b><strong>知嘹汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>车圈从来都不缺热闹，就在刚刚过去没多久的10月份，特斯拉竟然被小米汽车按在销量榜上摩擦了数据显示，小米汽车当月交付量超4.8万辆，比特斯拉的国内交付量2.6万辆多了将近一半，客观的讲，这倒是不能直接说特斯拉就不行，特斯拉向来有“大小月”的说法，10月份的产能可能更偏向于出口，但从10月国内市场来看，小米的胜利是实打实的，小米YU7交付33662辆，小米SU7卖了14991辆，双双碾压特斯拉的主力...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251125023951a70ed799&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","XIACY":"小米集团ADR","LU1720050803.USD":"安联全方位中国股票基金","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","BK1521":"挪威政府全球养老基金持仓","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) 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3的6518辆。这也是中国品牌在中高端纯电SUV战场上，首次在单月维度上超越了特斯拉。市场风向看来是真的变了，以前人们总拿小米YU7“月销仅2万”说事儿，如今，小米YU7单月交付量破3.3万辆，三个月累计销量突破7万大关，看得出那些针对小米的负面评价，并没有真正影响到消费者的购车决策，喜欢小米的人，还是会为小米汽车买单。其实小米这个“新玩家”能把特斯拉拉下马，靠的全是“阳谋”。首先就是更懂中国家庭，特斯拉的Model Y确实是很优秀的全球车型，而全球就意味着要在设计上做妥协，不能适应所有市场。Model Y的悬挂偏硬，在中国路况下会稍显颠簸，还有后排坐垫也比较短，如果全家长途出行的话，坐在后排舒适性会打折扣，而小米YU7轴距3000mm，后排甚至可以翘二郎腿，座椅调校也更柔软舒适，看着都是微小的细节，可正是这些细节恰恰击中了中国家庭用户对“舒适”和“空间”的核心诉求。还有“入门即高配”也被小米玩的明明白白，特斯拉一个增强版自动驾驶（FSD）就不便宜，而小米YU7把激光雷达，800伏高压快充，高性能智驾芯片，座椅通风按摩这些以前只出现在顶配或需要高价选装的配置全都变成了自己的标配，相当于把25-35万这个价位区间的游戏规则都给改了，消费者发现原来我花这些钱可以得到这么多东西，那消费者自然愿意用销量为小米投票。小米还有一个杀手锏是“人车家”生态，它在消费电子领域积累了10多年，一个HyperOS系统就能把手机，汽车和智能家居无缝连接，上班路上能通过车机屏看一眼家里的摄像头，回家路上能提前打开家里的空调和热水器，车不仅是交通工具，还成了智能生活的中枢，这种感觉就像是“买车送个智能生活”，而这也恰恰是即便像特斯拉这种巨头也很难在短时间内复制的优势。10月份的这场销量反转不是小米的偶然胜利，而是其精心策划的一场市场逆袭，当然了，特斯拉也不是吃素的，据悉，特斯拉已计划扩充中国研发团队，加速改造座本土化座舱，就连下一代Model Y都有可能靠引入磷酸锰铁锂电池把价格打到24万区间，直接对小米YU7发起正面肉搏，而大众、丰田等传统巨头也加快了在中国的电动化，智能化转型步伐。所以小米也不能因为一次胜利就飘了，毕竟小米单车成本目前还比特斯拉高了8000块左右，所以对于小米而言，想要保持胜利，产能和成本控制上还得多下功夫。不管怎样，小米的崛起就像是给池塘里扔进一条“鲶鱼”，搅动的是整个行业生态，逼着国际品牌加快本土化脚步，对国产新能源汽车来说，也是最好的激励。写在最后未来小米与特斯拉的较量肯定会更激烈，但最终受益的是咱们消费者，毕竟车企竞争越狠，我们才能买到更划算更好用的车。知嘹汽车原创文章｜如需转载请联系我们","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1.5,"MIUmain":0.6,"XIACY":0.6,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":263,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":17,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/503861482365064"}