智通财经APP获悉，海通国际发布研报称，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、质量与价格平衡及技术迭代。小米集团-W(01810)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。
该行指小米汽车6月销量超2.5万辆，环比回落约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，零跑汽车(09863)6月销量再创新高，理想汽车-W(02015)及小米环比销量下滑。零跑汽车6月销量4.8万辆，同比及环比续增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。
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