小米集团-W汽车交付量及小米17系列销量亮眼

东方证券
Oct 30, 2025

事件:根据小米汽车公众号,2025年9月小米汽车交付量超过40000台。小米产品创新与落地能力持续强化。部分投资者认为小米在技术创新和落地能力上仍有不足之处,对人车家各项业务的成长持续性有一定担忧。我们认为,小米在新功能研发、产品制造等方面的竞争力已经大幅提升,构筑起更为强大的企业经营生态。小米产品创新及落地放量的能力有望持续增强,推动人车家各项业务持续成长。小米汽车月交付量突破40000台,从...

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