港股异动 | 小米集团-W(01810)早盘跌超4% 雷军回应称SU7和SU7 Ultra转订YU7占比不足15%

智通财经
Jul 03, 2025

智通财经APP获悉,小米集团-W(01810)早盘跌超4%,截至发稿,跌4.32%,报57.55港元,成交额70.78亿港元。

消息面上,7月2日,小米创办人、董事长兼CEO雷军开播回应市场关注事项。针对外界关于大量“转单”的质疑,他回应称,SU7转单订单占YU7总订单数的比例不足15%,绝大多数是新下单。雷军还表示,由于国内排队用户太多,未来两年将优先解决国内交付,预计要到2027年才会考虑出口。

汇丰发布研报称,小米YU7订单远超预期。该行预测,到2025年9月,YU7累计交付量约为5万辆,并将在2025年第四季度实现正常化的月度出货率。因此,汇丰将2025至2027年YU7出货量预测从10万、24.7万、34.9万上调至11万、38.1万、55.7万,并因新车型需求旺盛而下调SU7和SU7 Ultra的出货量预测。

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