Xiaomi Auto Listing Shock Wave (Continued): April 1 Becomes “double 11” and “618” of Auto Industry”

○Xiaomi Auto asked suppliers to increase production capacity to 10000 vehicles per month. Xiaomi Auto recently asked suppliers to increase production capacity to 10000 vehicles per month. Among them, high-end models were asked to focus on increasing production capacity. According to the original production plan, Xiaomi will produce more than 3000 cars by March this year, climbing to 4000-5000 cars by April, and then stabilizing to 6000 cars by the end of the year. However, the recent market sales of Xiaomi cars exceeded expectations. As of the early morning of April 2, the number of Xiaomi SU7 locks had reached 40000. According to the previous production plan, the delivery cycle of Xiaomi SU7 can only be extended continuously. In response, Xiaomi Automotive responded that the company is making every effort to increase production capacity and speed up delivery., April 2nd, millet CEO Lei Jun released an open letter, announced tomorrow will be in Beijing Yizhuang millet car factory held millet SU7 first delivery ceremony,The country’s 28 cities will also tomorrow start delivery work.“After 3 years of hard work, we are finally able to put this highly anticipated model into users’ hands“,Lei Jun said,“It’s an exciting day“.,
, ○Exposure lock orders are close to 40000. On April 2, car fans released Xiaomi SU7 Store Express, saying that Xiaomi SU7 stores have accumulated 1800~2000 units per day, with 700~1000 batches of new stores per day, and the unsubscribe rate and lock order rate are both about 40%. It is also calculated that if the base number is 90000, the current lock quantity of Xiaomi SU7 should be around 36000, which is much higher than the 20000 lock quantity circulated online before., ○Xiaomi shares surge on April 2, Wall Street boostsRatingTo “over-match”, on April 2, Hong Kong stock Xiaomi Group shares opened 14.99 percent higher, then fell back.Closing price of 16.28 yuan,Rising8.97percent. The latest research report of Goldman Sachs pointed out that Xiaomi SU7 will become the top three high-end car models in China. By 2030, electric vehicle revenue is expected to account for 30% of Xiaomi’s total revenue. Goldman Sachs raises Xiaomi target price to HK $20 from HK $18.9. Morgan Chase also said recently that Xiaomi SU7 pricing is very attractive and has a scale advantage.GivingXiaomi’s “over-matching” rating.in addition,JPMorgan Chase released a report saying that Xiaomi Group’s (01810.HK) electric car SU7 has an attractive pricing and strong specifications. It believes that SU7 has a strong start and has received 50000 orders in 27 minutes of pre-sale (in contrast, Zeekr 007 reached 50000 only on the 40th). JPMorgan Chase said that although Xiaomi’s electric vehicle business will lose money in the first few years, investors are expected to focus on the sales momentum of electric vehicles to prove that its electric vehicle development strategy is becoming more and more accepted, so it maintains its overweight rating with a target price of HK $21.,
, ○Follow up on price reduction subsidies the number of brands expanded to 14 and became cars on April 1.The industry’s “double 11” and “618” news, April 2, before and after April 1, the number of car brands following the price reduction or subsidy has expanded to 14. They are: wujie, weilai, Xiaopeng, krypton, avita, Wuling, haobo, Rongwei, Dongfeng, FAW Toyota, FAW Volkswagen, Geely, Chery, SAIC Audi.1. Ask the boundary:new M7 limited-time discount of 1-20000 yuan, of which the entry-level model 1.5T rear-drive Plus version 5-seat version can enjoy 20000 yuan discount, as well as 6000 yuan worth of paint matching rights, the guiding price is 249800 yuan, after the discount price is 229800 yuan. The 1.5T smart drive rear drive Max version 5-seat version can enjoy a 10000 yuan discount, with a guiding price of 289800 and a discount price of 279800., 2,Weilai:The introduction of the highest 1 billion yuan of oil car replacement subsidies, oil car replacement Weilai new car, can enjoy 10000 yuan optional subsidy, applicable to Weilai 2024 models, in order to attract ready to change oil car users., 3,Xiaopeng:Tucki G9 opens a time-limited discount, and the car is entitled to a smart driving subsidy. The current car is reduced to a high 20000 yuan for a time-limited discount, and the starting price after the subsidy is 243900 yuan. In addition, there is an optional discount for the highest value of 8000 yuan. The color of interstellar green and xingque gray cars is limited to 50%, worth 3000 yuan, and the intelligent double-cavity air suspension is limited to 20%, worth 5000 yuan., 4,Extremely Krypton:polar krypton 007 rear drive enhanced version of the official market, the price of 209900 yuan. At the same time, Krypton 007 has also introduced limited-time car purchase rights. The rear-drive enhanced version, the rear-drive intelligent driving version, the four-drive intelligent driving version and the four-drive intelligent driving version can be equipped with a clear sky blue/dawn brown exterior decoration combination free of charge. The limited-time optional price of the 100 kW-hour ternary lithium battery package is 20000 yuan. The rear-drive enhanced version, four-wheel drive version and four-wheel drive performance version models can get NZP high-speed autonomous navigation assistance for 1 year of functional experience, and the rear-drive smart driving version and four-wheel drive smart driving version can get ZAD fully intelligent driving assistance system lifetime functional experience., 5,Avita:Avita’s 11 -thousand-li smart car payment, the latest sales policy: the first owner’s lifetime three-electricity warranty, 5000 deposit deduction for 55000 car payment, financial car purchase time-limited policy and 6000 yuan replacement time-limited subsidy are newly released, and the car purchase policy ends on April 24., 6,Wuling: Wuling Plantronics offers a sincere price with a maximum discount of 10000 yuan, including: 203km light premium 55800 yuan, 203km comfortable premium 61800 yuan, 333km fast premium 66800 yuan, 333km pleasant premium 70800 yuan, 333km connected premium 74800 yuan and 410km exclusive premium 83800 yuan. From now on until April 30, the next order will be superimposed to enjoy the triple gift of car purchase, including no pressure gift: financial discount or replacement policy 2000 yuan/set (one out of two); Worry-free gift: 3.5kW AC charging pile will be given; Guarantee: The first non-operating car owner has three lifetime guarantees., 7,Hao Bo:On March 29,, Hao Platinum HT and Hao Platinum GT went online to enjoy the rights and interests of the highest value 59000 yuan for a limited time. Among them, Hao Bo HT models, from now until 24:00 on April 30, can enjoy life-long free charging with a value of 20000 yuan, life-long free maintenance with a value of 6000 yuan, life-long free delivery with a value of 6000 yuan. In addition, they can also enjoy a 3-year 150000 zero interest financial subsidy/replacement 10000 yuan relief with a high value of 15000 yuan (one of two); A free luxury exclusive package worth 12000 yuan (Nappa leather seats, front seat massage, rear seat heating). As well as including lifetime three-power warranty, ultra-long vehicle warranty, etc.,, 8,Roewe: 4On 2, the Rongwei D7 EV model launched a limited-time discount, which was greatly reduced by 20000 yuan. After the discount, the selling price range was 12.98-156800 yuan. At the same time, the government also introduced six courtesy, including financial gifts, new gifts, purchase gifts, warranty gifts, flow gifts and charging gifts., 9,Dongfeng Fashion: Dongfeng Fashion Thunder 410 Strength Edition and 410 Strength Edition Plus models are officially on the market, selling for 99800 yuan and 109800 yuan. The new car is positioned as a compact pure electric SUV with lithium iron phosphate battery and a pure electric endurance of 410km under CLTC conditions. The strength version further lowered the starting price of the popular Thunder model., 10,FAW Toyota: April 1Start the trade-in 2 billion huge benefit activity, car buyers enjoy the highest 16000 yuan replacement subsidy, while the government provides 0 down payment and 0 interest rate of a variety of financial products, the activity time is April 1-30., 11,faw-volkswagen:The whole department has a time-limited additional cash subsidy to high 5000 yuan. The whole department has a time-limited additional replacement subsidy to high 4000 yuan. The whole department is entitled to a time-limited replacement subsidy to high 24000 yuan. The Tanyue family and Magotan enjoy commercial insurance exemption. Scrapped cars are entitled to the same amount of replacement subsidy within a limited time. For the first time, I went to the store to test drive Huawei Mate60 Pro., 12,Geely:Its many models can enjoy trade-in to high-end reduction of 53000 yuan, Geely Huanxin price 29900, trade-in financial gift to high-end 100000 interest-free loans., 13,Chery:The announced a policy of 10 billion yuan subsidy replacement season, which will exempt the purchase tax for designated models for a limited period of time. At the same time, it will provide large-scale purchase vouchers for old cars up to 30000 yuan and 49999 yuan. This 10 billion subsidy replacement season includes Ruihu 8 PRO champion version, Ruihu 8 PLUS champion version, Ruihu 9, Erez 8 high-energy version and exploration 06 and other popular models., 14,SAIC Audi:April 1 release Audi Q6 limited-time car purchase preferential policy, can enjoy 66000 yuan to high gift, as well as up to 10000 yuan to increase the purchase subsidy, the activity period is April 1, 2024-April 30, 2024., return to the first electric network home>