蓝思助力小米新车大卖，超薄夹胶玻璃引爆市场_老虎社区_美港股上老虎

蓝思助力小米新车大卖，超薄夹胶玻璃引爆市场

古东社群2025-06-27

小米汽车YU7上市即引爆市场，3分钟大定突破20万辆，印证其中高端智能电动车龙头地位。作为未来小米YU7的全车玻璃供应商，蓝思科技（300433.SZ）凭借超薄减重、多层镀膜、超高精度等核心技术，不仅优化了整车性能，更提升了用户的健康与智能体验，推动自身汽车业务进入高速增长期。蓝思科技的超薄夹胶玻璃相比传统汽车玻璃减薄50%以上，全车玻璃减重可达30公斤，配合小米汽车的轻量化车身设计，预计可提升...

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单车价值量：普通汽车玻璃单车价值约800-1500元，而小米YU7采用的高端智能玻璃（含镀膜、天幕、AR-HUD适配等）价值达3000-4500元，未来若集成更多功能（如调光、加热、天线集成），价值量有望突破5000元。- 营收贡献：假设2024年小米汽车交付40万辆，蓝思科技汽车玻璃业务营收约12-18亿元；2025年若小米销量达70万辆，对应营收21-32亿元；2026年目标百万辆规模，营收或突破30-50亿元，年复合增速超70%。- 利润弹性：汽车玻璃毛利率约30%-40%（高于消费电子业务），规模化量产后，2026年该业务有望贡献10-20亿元净利润，成为蓝思科技增长第二曲线。（注：数据基于行业测算及供应链调研，具体以公司财报为准。）","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":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}