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小米YU7“3分钟大定20万台”后，雷军有话说_我的网站

蛇蝎美人第一季

A | "I think the end of the Johnson administration is a positive thing, despite the infighting," says Rodney Atkinson, an academic and political and economic commentator. "The candidates may be promising irresponsible tax cuts and not understanding how the economy works but the public debate is more mature and in the end the right policies could emerge.",One of the candidates, Sajid Javid, former health secretary, vowed to axe the former chancellor’s plans to raise the corporation tax from 19% to 25% in April 2023, and decrease the rate to 15%. His competitor Jeremy Hunt pledged the lowest rate of business taxes in the Western world, while Liz Truss, yet another contender, is also willing to adhere to "low-tax principles." In contrast, former Chancellor Rishi Sunak, who is seeking the prime ministership along with his party fellows, has placed emphasis on "fiscal prudence" rather than tax cuts, while criticizing other candidates for offering "comforting fairytales.","There are two economic issues here," explains Gayle Allard, a professor of economics at IE University in Spain. "One is the debt, which is clearly a problem for the UK and which would be aggravated by tax cuts. The other is the dilemma between trying to restart growth (which requires a tax cut) and to control very high inflation (which requires a tax increase). And then there is a political objective: voters like tax cuts. Which will win out? I would hope for a short-term tax increase, with the government keeping its promise to reduce it later. I think that makes the most sense.",According to Atkinson, those who are promoting tax cuts without at least equal cuts in state spending are "totally irresponsible.",While the bulk of the candidates are promising anything between 20 and 40 billion in tax cuts, what everyone's really pledging is "to reverse the increase, which was implemented as of April 1," according to Marc Ostwald, chief economist at ADM Investor Services International.,"Let's take, for instance, the corporation tax cut which is being proposed," Ostwald says. "It's not actually a tax cut, because really all it is, is basically saying 'we're not going to implement the increase from 19% to 25% in corporation tax that is planned for next year.' Only Jeremy Hunt, I think, amongst them all is basically pledging to actually cut it down to 15%.",UK's Tory Government Faces Social Collapse, Having No-One But Itself to Blame21 June, 05:48 GMT,However, there are plenty of problems that cannot be fixed by the much-discussed tax cuts, Ostwald underscores: "The UK's infrastructure is atrocious; the level of poverty in the country is bad; the cost of living crisis [is] somewhat worse in the UK than across much of the rest of the developed world.",British unions kicked off a series of industrial actions starting from June 2022, demanding pay raises in line with skyrocketing inflation and protesting over the cost of living crisis. Tens of thousands of railway workers walked off the job in Britain on June 21. Criminal law barristers took to the streets on June 27. Teachers' unions and the civil service have been balloted on possible industrial action, while doctors and nurses are threatening to follow suit. Meanwhile, British rail and transport workers have voted in favor of a new strike in July.,There are also a whole array of problems related to Brexit, including red tape and other "non-tariff barriers" which translated into additional costs for businesses and are eating away at their margins, according to the economist. He laments the fact that neither the Tory nor Labour Party has so far proposed any solutions to these problems.,'We Want to Save Lives': How Tory Cabinets Pushed NHS to the Wall, Disregarded Nation's Health28 June, 17:52 GMT,UK's Political Instability Making Crisis Worse,The unfolding socio-economic instability has been exacerbated by Johnson's resignation and the internal infighting among British Tories is to some extent "damaging the economy by creating unnecessary uncertainty," according to Kevin Dowd, professor of finance and economics at Durham University.,"[A] lot will depend on who wins the leadership," Dowd says. "There are one, maybe two, decent candidates in there but for the most part they are a sorry lot, and I am not optimistic that a good prime minister will emerge… Most if not all of these people do not have a strong grasp of what the country needs, so I expect a lot more policy drift and a bad outcome for the Tories in the next general election.",A big number of contenders for BoJo's position "shows actually that Johnson has left a bit of a vacuum, because he was to some extent actually quite popular, despite all his lies, despite all his gaffes, despite his incompetent policies, despite all the back to and froing," according to Ostwald.,However, none of the 11 contenders "stands out as a genuine leader, as a prime minister, as a leader of a country," the economist emphasizes.,Boris Johnson Pledges Not to Back Any Tory Bidder as 'Dirty' Leadership Race Gains SteamYesterday, 14:30 GMT,'It's Johnson's Fault',It is Johnson who bears "90 percent" of responsibility for the current crisis, the economic observers argue.,"[Johnson] had let state finances get out of control before the COVID Lockdown spending," Atkinson says. "He has been the most irresponsible prime minister since Edward Heath who between 1970 and 1974 led a spending and monetary expansion boom. It resulted in the International Monetary Fund (IMF) controlling the UK economy in 1975. Johnson’s first instinct was more Government and more spending and more borrowing. We will be paying for his failure for decades.",Johnson "must bear a lot of the blame," Kevin Dowd agrees. While having a huge parliamentary majority and the opportunity to make radical reforms free of the shackles of the EU, Johnson "blew it," according to the professor.,"What are the chances of the UK going into recession? I think it's pretty much baked in the cake," echoes Ostwald. "There isn't a lot of momentum there. The trade position is getting worse. The cost of living crisis is quite clearly there and the investment into the UK is getting weaker and I would add that this whole methodology of applying sanctions by seizing assets is particularly bad for the UK. The UK has been attracting foreign capital from Russia, from the Middle East, from Asia, from pretty much anywhere that one can think of for a very, very long time.",However, it's not only the outgoing prime minister who is responsible for the current crisis in the UK, the economist admits: "These have been accumulating for years. People have been going to the food banks in the UK since the numbers started rising in the early 2010s after the global financial crisis and the numbers got a lot worse than in the meantime, particularly due to the cost of living crisis," Ostwald concluded.。

[ 行业] “可能我们大家一起见证了中国汽车工业的一个奇迹。

B | ”小米YU7(参数|询价)上市发布会结束后，匆匆迈入媒体采访间的小米集团创始人、董事长、CEO雷军在看到一组数据后不由发出上述感慨。这组数据就是，小米YU7上市发布会结束后2分钟内的大订量达到19.6万台，锁单量达到了12.2万台。在雷军与媒体交流的同时，小米公司发布官方海报宣布，小米YU7在3分钟内实现大定数突破20万台。

不论是哪个数据，显然都创造了中国汽车历史上的订单奇迹。在小米官方评论区下，不少网友都表示震惊：“你多打了个0吗？”、“友商天要塌了”……谈到YU7的销量，雷军表示“远超我们的想象”。上市之前，他觉得只要成绩能比SU7在2025年的表现好就行。

C | 虽然对绝大多数车企来说，SU7的销量成绩已经是天文数字般的存在，但对小米来说就是可被超越的目标。

D | 这次不仅是完成超越，而是将历史远远甩在身后。在表达了非常激动的心情后，雷军谈到销量超预期时说的第一句话就是“竭尽全力推动进一步扩产”。他认为，在竞争如此激烈的SUV市场，能获得如此多用户在没有试驾的情况下选择小米YU7，是对小米公司巨大的信任。雷军表示，为了对得起用户的信任，小米汽车将努力把产品质量做好，也努力加快交付，让订车的朋友们更早拿到车。YU7为何能收获如此大的成功？SU7销量会受影响吗？小米汽车未来会做哪些调整？雷军在采访中针对上述问题都一一作了解答。

“成功不是靠营销，是靠能力”

小米YU7上市两天前，雷军在社交媒体发文表示，该车的用户留资量是SU7同期的3倍。在YU7上市前一周，我们也线下走访了小米汽车的门店，得到了类似的答案。有门店销售告诉我们，YU7的留资用户远超去年SU7上市前的表现。然而，门店销售同时表示，随着YU7的订单量提升，SU7的订单出现大幅下滑。基于这一现象，不少人开始担心SU7未来的市场走势。据雷军透露，有类似担心的甚至包括小米公司内部的很多同事。但他话锋一转：“我挺自信的。”在雷军看来，喜欢开轿车和喜欢SUV的是两类人。虽然中间有很多重合度，但特别重视驾驶感的人还是更愿意选择轿车，而对空间有一定要求的消费者则更青睐SUV。所以，他认为，SU7和YU7两款产品都会有自己固定的“铁粉”。

就在YU7发布后，小米汽车内部也对于SU7新增订单下滑有一定预期。所以，该公司在前者发布后将后者的月订单预期下调至1万台。

E | 然而，市场的反馈情况让他们不得不三次调高预测到1.3万~1.4万台。

F | 正是这样的订单表现，给了雷军以信心。不论是SU7的成功，还是YU7的成功，几乎都让人感到意外。据雷军透露，小米汽车的成功，被“个别同行”包装成了小米靠营销取得的。但他认为，能够取得这样的成绩，还是因为他们的能力到了，而不是营销。不论是在SU7还是YU7上市发布会现场，都展示了与特斯拉Model 3/Model Y等头部对手的大量技术指标对比，小米汽车在绝大部分数据上都是领先的。所以，雷军认为，他们的成功是靠能力。当然，能力并不是突然建立的。

G | 虽然进入汽车行业仅4年，开始卖车仅1年零3个月，但雷军表示，小米公司已经历15年的创业路，公司的全方位能力都已提升。在他看来，想要持续表现好，最关键的是要重视能力建设，要没有短板。十周年的时候，小米公司进行过半年的反思，提出从机会驱动转能力驱动，全方位重视能力建设。能力建设的第一个任务，就是先投1000亿元在研发。最终的效果也确实立竿见影。小米进入汽车行业的时候，也下决心从核心技术做起，在技术领域里面持续创新。雷军强调，小米SU7 Ultra能在纽博格林北环赛道拿下好成绩，与小米在电机、电池、底盘等各项技术上的投入都是密不可分的。这些都是小米汽车长期卷科技创新、卷品质带来的。

除了卷技术和质量，雷军认为另一个重要点就是卷“高端化引领”。因为中国汽车当下已经足够优秀，下一步的难点就是如何向高端挺进，与世界级车企同场竞技。所以，小米汽车在进入汽车市场的时就锚定了保时捷、特斯拉这样的行业头部对手。“要敢于跟全球顶级车企亮剑！”雷军表示，“只要开始追赶，就走在赢的路上。”

“虚心学习，后发先至”

从价格、尺寸等维度还是从发布会的产品对标来看，小米汽车先后推出的SU7和YU7无疑是将特斯拉Model 3和Model Y作为自己要追赶的对手。雷军表示，他们对Model Y进行了很深入的拆解、学习、分析。在他看来，Model Y仍然是一款做得非常好的产品。这款新车能够成为全球销量最高的车型，绝对不仅是因为马斯克的品牌效应，也不仅仅是因为在能耗、FSD智能辅助驾驶等方面的领先。虽然小米YU7在很多指标上超越了Model Y，但雷军依然认为，小米汽车目前还是要虚心向特斯拉学习，才能在未来做出更好的产品。

向更优秀的对手学习也好，“亮剑”也好，也是为了能够在未来实现对对手的超越。据雷军观察，中国汽车产业想要在全球竞争中实现“后发先至”需要三个维度的机会。第一个维度就是政策支持。中国在整个汽车产业政策方面的支持确实已经非常不错，过去的40年时间里，中国一代又一代汽车人的艰苦奋斗，才造就了当下中国作为全球第一大汽车市场和第一大汽车生产国的地位。第二个维度就是“换道超车”。

H | 显然，汽车产业的智能电动化浪潮给到我们这样的机会。雷军表示，智能化背后的技术，是芯片、操作系统、AI、互联网、信息科技、消费电子……在这些领域里，除了中美两国外，其他国家还有一定差距。中国企业绝对有能力比日本、德国、韩国企业做得好。雷军认为，中国一定要抓住这个战略机遇期，让我们的智能电动汽车真正成为世界级水平。

第三个维度就是“高端化”。

I | 这也是雷军眼中，中国汽车在一些维度还有所落后的地方。他所说的高端化包括机械素养、豪华感、舒适感等方向。

J | 此前，这些领域领先的都是奔驰、宝马、奥迪、保时捷、法拉利等欧洲企业。如果把这些高端化方向的东西真正推上去，再加上在科技方面的进一步突破，雷军相信中国汽车工业在未来的几年里还会往前再进一步。近期，国家主管部门号召“反内卷”“反价格战”无疑也有推动中国汽车高质量发展的作用。雷军表示，小米汽车也会积极响应主管部门的号召，坚决执行“反内卷”和“反价格战”，这也是推动公司往高端化方向挺进的重要举措。

“谨言慎行，高标准要求自己”

虽然小米汽车取得了“奇迹”般的巨大成功，虽然小米汽车在能力提升方面不断努力，但雷军也承认，小米公司也还有很多不足，并且他们内部也会每天反思自己在哪里不足。比如，小米汽车在2025年上半年就发现自我认知不足的问题。随着小米汽车的热度不断提升，一些小米汽车相关的负面事件在这半年陆续被爆出，并引发了远超其他企业同类事件的舆论关注度。“无论哪个企业比较火，它的舆情都特别的复杂，这是我们面对的一个现实困难，也是自媒体时代所带来的困难，或者叫流量时代。

K | ”雷军表示。

为了应对时代的变化，雷军认为小米要把三个维度的事情做到更好：更加谨言慎行，坚定不移地走自己的路，更高标准地要求自己。

L | 在“谨言慎行”方面，小米汽车未来会尽量做到每句话都说得非常准确，避免任何瑕疵被放大的可能性。

M | 在“坚定不移地走自己的路”方面，小米汽车将在科技创新、高端化引领上继续发力，努力让自己真正在几个领域做到做到大家公认程度的领先。谈到“高标准要求自己”，雷军也是感慨万千。之前，小米只把自己当作行业的“小学生”，因为刚进入汽车行业才一年多，2024年共计只卖了13万台，也就是比亚迪一周的销量水准。但让雷军没想到的是，相关言论被泄露出来后遭到外界大量骂声。从此事件中，雷军真正明白，外界对小米汽车看得要比自己预期中高很多，所以小米汽车未来也要改变心态，把自己当成汽车产业的重点车企，对自己高标准严要求。

也是因为对自己的“高标准严要求”，让小米并未轻易将2025年刚发布的自研“玄戒”芯片应用在汽车上。

N | 雷军表示，第二代玄戒芯片会考虑在小米汽车上应进行应用。

o | 做第一代“玄戒”芯片时，在量产后主要考虑的是验证技术。当前，使用“玄戒”芯片的几款手机和平板近期销量有限，就是因为相关芯片备货很少。芯片从开发到落地的周期也需要3~4年时间，小米公司完全没有想到最终量产的产品效果比预期中好不少。如今，小米公司自研的四合一域控制器，就是为了掌握所有相关技术，为将来小米自研芯片上车做准备。

结语

对于小米汽车来说，2025年上半年处于大起大落的状态。小米YU7的上市，收获了创中国汽车历史的订单数据，给了小米汽车强大的信心。经历的一系列负面事件被扩大化传播，也让小米公司重新审视了在汽车市场的地位，进一步提升了对自己的标准和要求。从这次媒体沟通会中，我们可以感受到雷军对于SU7和YU7两款车型未来市场表现的信心，也能感受到他对公司能力建设方向的思路和面向更强大对手时的“亮剑”精神。当下的小米汽车在市场上已非常耀眼，未来的小米汽车还会有多少惊喜给到大家？我们或许还能继续保持期待。

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