小米-W(01810.HK) 创办人雷军透露,小米汽车目前国内排队的人实在太多,所以这两年先优先把国内的交付问题解决以后,大概2027年才会考虑出口。小米今早低开0.7%后跌幅扩大,盘中曾低见57.15元一度下滑近5%,半日收57.5元走低4.4%,成交额83.79亿元。零跑(09863.HK) 股价上扬3.5%。
海通国际发表中国汽车行业报告,内地各大车企陆续公布6月销量。为冲刺半年销量,主流厂商密集推出优惠促销抢占市场份额。展望下半年,随着监管力度持续加码,该行认为价格战或将逐步收敛,竞争焦点将转向服务升级、品质与价格平衡及技术迭代。
该行指小米汽车6月销量超2.5万辆,按月回落约3,000辆。YU7于6月26日上市,18小时内锁单逾24万台;当前主要压力在交付端,工厂二期产能释放节奏将成关键变量。该行预计YU7年底单月交付有望破4万辆。
海通国际指,零跑6月销量再创新高,理想(02015.HK) 及小米按月销量下滑。零跑汽车6月销量4.8万辆,按年及按月续增139%及7%,月销再创新高,连续四个月蝉联新势力月度销冠,上半年累计交付22.2万辆。6月新款C16上市,全新B01于月底开启预售,后续C11更新、B05发布将延续强产品周期,该行看好下半年公司稳态月销突破5万辆。(wl/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-03 12:25。)
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