米汽车专题系列之四：小米YU7发布正式进1-N阶段_老虎社区_美港股上老虎

米汽车专题系列之四：小米YU7发布正式进1-N阶段

国信证券股份有...2025-07-01

事件：小米Yu7 于2025 年6 月26 日晚正式发布。本次发布三个SKU，分别是标准版、PRO 版、MAX 版。标准版：25.35 万元，搭载96.3kwh 磷酸铁锂电池，后驱续航835km。PRO 版：27.99 万元，搭载96.3kwh 磷酸铁锂电池，四驱续航770km，零百提升至4.27s；升级配置，闭式双腔空簧。MAX 版：售价32.99 万元，搭载101.7kmh 三元锂电池，零百...

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版搭载了闭式双腔空气弹簧；全系搭载四合一域控制、英伟达Thor芯片和激光雷达。Su7 Ultra 纽北再获佳绩，同步发布Su7 Ultra 纽北限量版。小米SU7 ULTRA量产版以7 分4 秒957 的成绩，打破了纽北赛道量产电动车的记录，成为目前纽北最快量产电动车。小米SU7 Ultra 原型车，目前以6 分22 秒091，位列纽北圈速总榜全球第三。本次发布会同步推出小米SU7 Ultra 纽北限量版。小米汽车的成功由多重因素推动。小米SU7 自2024 年上市之后获得巨大成功，订单、爬产、交付三个环节均表现优秀。小米汽车业务取得开门红的原因，主要有：1、造车布局已久，储备充分；2、借力庞大的投资生态圈，汲取资源和经验；3、研发端有整个集团支持，尤其在智能化领域；4、产品力和产品质量过硬；5、用户基础好，品牌影响力大等。随着Yu7 正式发布，小米汽车进入广阔赛道。随着Yu7 发布，小米汽车进入中高端SUV 赛道，以20-40 万元SUV 市场为参考，市场规模在300 万辆以上。20-40 万元SUV 赛道，2025 年1-5 月新能源渗透率达到57.80%，2024 年纯电车型销量达到98.59 万辆；该赛道中，Model Y 销量显著领先，2024 年销量占比超过13%；对比特斯拉Model Y，以Yu7 标准版和Model Y 后驱版为例，小米Yu7 配置在多数环节中保持优势。小米汽车北京工厂二期即将投产，新产能正在规划中。预计小米汽车2025 年销量40-50 万辆（具体看产能爬坡情况），2026 年销量有望突破80 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