全额补贴5000元定金，友商们给了小米YU7一刀_老虎社区_美港股上老虎

全额补贴5000元定金，友商们给了小米YU7一刀

IT科技精选2025-07-02

文：科二妹图：网络未经许可谢绝转载爆单的小米YU7，迎来了友商们的“围剿”。这几天，蔚来、阿维塔和极氪等车企纷纷推出“截胡”小米YU7的政策，表示愿意全数补齐小米YU7退单的5000元定金。甚至，还有打出“退订的‘米’，有‘TA’兜底”口号的。在这种情况下，小米的产能或将面对前所未有的压力。#01小米遭“截胡”有一说一，小米YU7无疑延续了此前SU7的爆单奇迹：3分钟大定突破20万台，1小时突破...

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pzw_7892
·2025-07-03
找小米销售卖锁单证明，套5000优惠
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大船晴空
·2025-07-02
这些截胡企业的原粉丝怎么想：给小米粉丝5000优惠，自家粉丝一分钱优惠没有？？
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- 随便起一个名称:
  这五千就当雷总给友商介绍要买车的客户的佣金 [笑哭]
  2025-07-03
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- 山药当归:
  自家粉丝不要钱就买，不需要优惠
  2025-07-03
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指导退订流程。#02产能是最大问题事实上，这不是小米第一次面临产能危机。多年前，小米手机发售新品时，用户都要蹲时间、拼手速，有的还会转卖自己抢到的购买资格。是不是很眼熟，跟如今小米汽车的模式如出一辙。当初就有人说小米在“耍猴”。不过，毕竟手机作为快消电子产品，替代周期短、容错率高，哪怕晚几个月拿到货，用户体验影响不大，还在可以接受的程度。但汽车不是手机。汽车是高价值、高依赖度、重资产的耐用消费品。用户或许也会冲动性消费，但谁的热情能保持半年，甚至一年以上。等待周期一旦过长，必然会被其他品牌“截胡”，这也很正常。因此，产能对小米而言或许比想象中更重要，因为国产新能源车的更新节奏非常快。比如，比亚迪每年都会更新一次车型，理想、小鹏等的智能化功能也在以OTA形式不断进化。就连传统车企如吉利、长安，也不再是“更新5年不换壳”。在这种行业背景下，一款车从热销走向“被边缘”，可能只需半年。#03没交付就没胜利一边是用户的耐心；一边是友商主动为消费者的损失兜底。这种剪刀差，本质上是在以交付能力为核心竞争点重新洗牌。不可否认，YU7的热销为小米汽车赢得了一个漂亮的开场，但这只是“赛季的第一场球”。真正的胜负，不在发布会，也不在数字，而在工厂的产能线、在等待车主的心态曲线。截至目前，YU7的锁单量仍然是现象级的，交付延迟引发的也并非广泛退订潮，至少在社交媒体上，尚未形成批量性的负面舆情。这固然与小米品牌强大的号召力和用户粘性有关，也说明，大多数YU7用户仍抱有“愿意等”的希望。但愿意等，不代表无限等；愿意相信，也不意味着无条件宽容。对于缓解交付压力，7月1日，小米汽车在官微宣布：6月交付超2.5万辆，正在全力生产新车，并将在7月6日~7日开启“限时改配”，即锁单用户可重新选择配置并按此重新安排生产。虽然重新改配可能再次影响交付时间，但好歹能看出小米正在想办法，积极解决这一问题。该说不说，国内新能源品牌没有哪个是靠一次发布会封神的，也没有谁能靠流量渡过市场考验。因为在整体加速的汽车市场，没有用户会为了等待一个品牌而停下脚步。能否在未来数月解决产能问题，不仅决定着YU7是否能够将热度转化为长期销量，也决定了小米能否在汽车赛道真正站稳脚跟。","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,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":452556797182280,"gmtCreate":1751511124001,"gmtModify":1751511125884,"author":{"id":"3494544769759279","authorId":"3494544769759279","name":"pzw_7892","avatar":"https://static.tigerbbs.com/11ae91599444c124c95799ed307e6133","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3494544769759279","authorIdStr":"3494544769759279"},"htmlText":"找小米销售卖锁单证明，套5000优惠","listText":"找小米销售卖锁单证明，套5000优惠","text":"找小米销售卖锁单证明，套5000优惠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452556797182280","repostId":2548949850,"repostType":2,"repost":{"id":"2548949850","kind":"news","pubTimestamp":1751439332,"share":"https://www.laohu8.com/m/news/2548949850?lang=zh_CN&edition=full","pubTime":"2025-07-02 14:55","market":"hk","language":"zh","title":"全额补贴5000元定金，友商们给了小米YU7一刀","url":"https://stock-news.laohu8.com/highlight/detail?id=2548949850","media":"IT科技精选","summary":"其中，蔚来、阿维塔以“抵扣车价”的方式全额补偿5000元小米定金，极氪则奖励相应金额的积分。不可否认，YU7的热销为小米汽车赢得了一个漂亮的开场，但这只是“赛季的第一场球”。截至目前，YU7的锁单量仍然是现象级的，交付延迟引发的也并非广泛退订潮，至少在社交媒体上，尚未形成批量性的负面舆情。","content":"<html><body><article><p>文：科二妹</p><p>图：网络</p><p>未经许可谢绝转载</p><p>爆单的<a href=\"https://laohu8.com/S/01810\">小米</a>YU7，迎来了友商们的“围剿”。</p><p>这几天，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、阿维塔和<a href=\"https://laohu8.com/S/ZK\">极氪</a>等车企纷纷推出“截胡”小米YU7的政策，表示愿意全数补齐小米YU7退单的5000元定金。</p><p>甚至，还有打出“退订的‘米’，有‘TA’兜底”口号的。在这种情况下，小米的产能或将面对前所未有的压力。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250702145755685v2015ty8ogmxsb5\"/><p><strong>#01</strong></p><p><strong>小米遭“截胡”</strong></p><p>有一说一，小米YU7无疑延续了此前SU7的爆单奇迹：3分钟大定突破20万台，1小时突破28.9万台，18小时锁单24万台……</p><p>然而，最近小米汽车App更新了YU7预计交付时间：标准版预计53~56周；Pro版预计48~51周；Max版预计33~36周。也就是说，不少部分用户要等超过1年才能提车。</p><p>要知道，YU7才开售不到一周，可想而知如果后续还有用户下单，那等待的时间将会更长。</p><p>交付周期过长，势必会影响消费者的购买热情。毕竟，汽车不是数码产品，消费者对“买得起、等得起”的容忍度可没那么高。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250702145756131v201ffzftejzqvd\"/><p>不难看出，小米汽车最大的问题不是担心车子卖不出去，而是愁产能跟不上。而这一短板，也给了友商们“使绊子”的机会。</p><p>这几天，多个车企开始对小米汽车启动“截胡计划”，表示用户放弃小米转为购买自家产品，就能享受退订补偿的相关政策。</p><p>其中，<a href=\"https://laohu8.com/S/09866\">蔚来</a>、阿维塔以“抵扣车价”的方式全额补偿5000元小米定金，极氪则奖励相应金额的积分。</p><p>甚至，小红书上还有品牌销售顾问在小米YU7锁单用户的评论区留言，可以“手把手” 指导退订流程。</p><p><strong>#02</strong></p><p><strong>产能是最大问题</strong></p><p>事实上，这不是小米第一次面临产能危机。</p><p>多年前，小米手机发售新品时，用户都要蹲时间、拼手速，有的还会转卖自己抢到的购买资格。</p><p>是不是很眼熟，跟如今小米汽车的模式如出一辙。</p><p>当初就有人说小米在“耍猴”。不过，毕竟手机作为快消电子产品，替代周期短、容错率高，哪怕晚几个月拿到货，用户体验影响不大，还在可以接受的程度。</p><p>但汽车不是手机。</p><p>汽车是高价值、高依赖度、重<span>资产</span>的耐用消费品。用户或许也会冲动性消费，但谁的热情能保持半年，甚至一年以上。等待周期一旦过长，必然会被其他品牌“截胡”，这也很正常。</p><p>因此，产能对小米而言或许比想象中更重要，因为国产新能源车的更新节奏非常快。比如，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>每年都会更新一次车型，理想、<a href=\"https://laohu8.com/S/XPEV\">小鹏</a>等的智能化功能也在以OTA形式不断进化。就连传统车企如<a href=\"https://laohu8.com/S/00175\">吉利</a>、长安，也不再是“更新5年不换壳”。</p><p>在这种行业背景下，一款车从热销走向“被边缘”，可能只需半年。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250702145759369v201zpid70dzdtc\"/><p><strong>#03</strong></p><p><strong>没交付就没胜利</strong></p><p>一边是用户的耐心；一边是友商主动为消费者的损失兜底。这种剪刀差，本质上是在以交付能力为核心竞争点重新洗牌。</p><p>不可否认，YU7的热销为小米汽车赢得了一个漂亮的开场，但这只是“赛季的第一场球”。真正的胜负，不在发布会，也不在数字，而在工厂的产能线、在等待车主的心态曲线。</p><p>截至目前，YU7的锁单量仍然是现象级的，交付延迟引发的也并非广泛退订潮，至少在社交媒体上，尚未形成批量性的负面舆情。</p><p>这固然与小米品牌强大的号召力和用户粘性有关，也说明，大多数YU7用户仍抱有“愿意等”的希望。</p><p>但愿意等，不代表无限等；愿意相信，也不意味着无条件宽容。</p><p>对于缓解交付压力，7月1日，小米汽车在官微宣布：6月交付超2.5万辆，正在全力生产新车，并将在7月6日~7日开启“限时改配”，即锁单用户可重新选择配置并按此重新安排生产。</p><p>虽然重新改配可能再次影响交付时间，但好歹能看出小米正在想办法，积极解决这一问题。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250702145804988v2012oj67du42pf\"/><p>该说不说，国内新能源品牌没有哪个是靠一次发布会封神的，也没有谁能靠流量渡过市场考验。</p><p>因为在整体加速的汽车市场，没有用户会为了等待一个品牌而停下脚步。</p><p>能否在未来数月解决产能问题，不仅决定着YU7是否能够将热度转化为长期销量，也决定了小米能否在汽车赛道真正站稳脚跟。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>全额补贴5000元定金，友商们给了小米YU7一刀</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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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全额补贴5000元定金，友商们给了小米YU7一刀\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-02 14:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250702145809a4ca8787&s=b><strong>IT科技精选</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文：科二妹图：网络未经许可谢绝转载爆单的小米YU7，迎来了友商们的“围剿”。这几天，蔚来、阿维塔和极氪等车企纷纷推出“截胡”小米YU7的政策，表示愿意全数补齐小米YU7退单的5000元定金。甚至，还有打出“退订的‘米’，有‘TA’兜底”口号的。在这种情况下，小米的产能或将面对前所未有的压力。#01小米遭“截胡”有一说一，小米YU7无疑延续了此前SU7的爆单奇迹：3分钟大定突破20万台，1小时突破...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250702145809a4ca8787&s=b\">网页链接</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","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","01810":"小米集团-W","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0823426308.USD":"法巴中国股票基金","LU2778985437.USD":"ALLIANZ CHINA 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250702145809a4ca8787&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2548949850","content_text":"文：科二妹图：网络未经许可谢绝转载爆单的小米YU7，迎来了友商们的“围剿”。这几天，蔚来、阿维塔和极氪等车企纷纷推出“截胡”小米YU7的政策，表示愿意全数补齐小米YU7退单的5000元定金。甚至，还有打出“退订的‘米’，有‘TA’兜底”口号的。在这种情况下，小米的产能或将面对前所未有的压力。#01小米遭“截胡”有一说一，小米YU7无疑延续了此前SU7的爆单奇迹：3分钟大定突破20万台，1小时突破28.9万台，18小时锁单24万台……然而，最近小米汽车App更新了YU7预计交付时间：标准版预计53~56周；Pro版预计48~51周；Max版预计33~36周。也就是说，不少部分用户要等超过1年才能提车。要知道，YU7才开售不到一周，可想而知如果后续还有用户下单，那等待的时间将会更长。交付周期过长，势必会影响消费者的购买热情。毕竟，汽车不是数码产品，消费者对“买得起、等得起”的容忍度可没那么高。不难看出，小米汽车最大的问题不是担心车子卖不出去，而是愁产能跟不上。而这一短板，也给了友商们“使绊子”的机会。这几天，多个车企开始对小米汽车启动“截胡计划”，表示用户放弃小米转为购买自家产品，就能享受退订补偿的相关政策。其中，蔚来、阿维塔以“抵扣车价”的方式全额补偿5000元小米定金，极氪则奖励相应金额的积分。甚至，小红书上还有品牌销售顾问在小米YU7锁单用户的评论区留言，可以“手把手” 指导退订流程。#02产能是最大问题事实上，这不是小米第一次面临产能危机。多年前，小米手机发售新品时，用户都要蹲时间、拼手速，有的还会转卖自己抢到的购买资格。是不是很眼熟，跟如今小米汽车的模式如出一辙。当初就有人说小米在“耍猴”。不过，毕竟手机作为快消电子产品，替代周期短、容错率高，哪怕晚几个月拿到货，用户体验影响不大，还在可以接受的程度。但汽车不是手机。汽车是高价值、高依赖度、重资产的耐用消费品。用户或许也会冲动性消费，但谁的热情能保持半年，甚至一年以上。等待周期一旦过长，必然会被其他品牌“截胡”，这也很正常。因此，产能对小米而言或许比想象中更重要，因为国产新能源车的更新节奏非常快。比如，比亚迪每年都会更新一次车型，理想、小鹏等的智能化功能也在以OTA形式不断进化。就连传统车企如吉利、长安，也不再是“更新5年不换壳”。在这种行业背景下，一款车从热销走向“被边缘”，可能只需半年。#03没交付就没胜利一边是用户的耐心；一边是友商主动为消费者的损失兜底。这种剪刀差，本质上是在以交付能力为核心竞争点重新洗牌。不可否认，YU7的热销为小米汽车赢得了一个漂亮的开场，但这只是“赛季的第一场球”。真正的胜负，不在发布会，也不在数字，而在工厂的产能线、在等待车主的心态曲线。截至目前，YU7的锁单量仍然是现象级的，交付延迟引发的也并非广泛退订潮，至少在社交媒体上，尚未形成批量性的负面舆情。这固然与小米品牌强大的号召力和用户粘性有关，也说明，大多数YU7用户仍抱有“愿意等”的希望。但愿意等，不代表无限等；愿意相信，也不意味着无条件宽容。对于缓解交付压力，7月1日，小米汽车在官微宣布：6月交付超2.5万辆，正在全力生产新车，并将在7月6日~7日开启“限时改配”，即锁单用户可重新选择配置并按此重新安排生产。虽然重新改配可能再次影响交付时间，但好歹能看出小米正在想办法，积极解决这一问题。该说不说，国内新能源品牌没有哪个是靠一次发布会封神的，也没有谁能靠流量渡过市场考验。因为在整体加速的汽车市场，没有用户会为了等待一个品牌而停下脚步。能否在未来数月解决产能问题，不仅决定着YU7是否能够将热度转化为长期销量，也决定了小米能否在汽车赛道真正站稳脚跟。","news_type":1,"symbols_score_info":{"81810":0.9,"XIACY":0.6,"HXXD.SI":0.6,"MIUmain":0.6,"XIACF":0.9,"01810":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":452305983115888,"gmtCreate":1751449930738,"gmtModify":1751449932722,"author":{"id":"3461294587157154","authorId":"3461294587157154","name":"大船晴空","avatar":"https://static.tigerbbs.com/0a6ca12860ccf6451aef738e79727597","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3461294587157154","authorIdStr":"3461294587157154"},"htmlText":"这些截胡企业的原粉丝怎么想：给小米粉丝5000优惠，自家粉丝一分钱优惠没有？？","listText":"这些截胡企业的原粉丝怎么想：给小米粉丝5000优惠，自家粉丝一分钱优惠没有？？","text":"这些截胡企业的原粉丝怎么想：给小米粉丝5000优惠，自家粉丝一分钱优惠没有？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/452305983115888","repostId":2548949850,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":452661996335272,"gmtCreate":1751531036431,"gmtModify":1751531297030,"authorId":3584622690704017,"author":{"id":3584622690704017,"idStr":"3584622690704017","authorId":3584622690704017,"name":"随便起一个名称","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":452305983115888,"type":1,"supId":0,"prevId":0,"content":"这五千就当雷总给友商介绍要买车的客户的佣金 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