A few days ago, I was waiting for a delayed flight at Hongqiao Airport and was browsing my phone when I saw the insurance data. As soon as the data came out, an old man next to him poured the coffee onto his MacBook. Why? He ordered the YU7 standard version, and the pick-up cycle showed "57 weeks", which looked particularly eye-catching. Let’s take a look at the flights, and the flights were only delayed by 3 hours. Do you think buying a car is more annoying than waiting for a flight? Let’s talk about the order situation of YU7 first, which is extremely crazy. In just 3 minutes, there was a large order of 200,000 yuan. This situation is even more powerful than the Double Eleven second-time kill, and it is simply the "ProMax" version. When SU7 was launched, the people queuing up at the entrance of the Beijing Huamao Center Experience Store lined up three times around the building. The release scene of YU7 was even more exaggerated. A salesman I knew was still responding to customer messages at 3 a.m. He said that his hands were almost experiencing tendonitis, which was even more tiring than grabbing Jay Chou’s concert tickets. But reality is like opening a blind box. The lock order volume increases faster than the thermometer, but the production line is as slow as a square dancer. The sales volume of 2,202 units last week was like a newborn kitten stretching its claws, which was a little moving but not very strong. When you go to the store, the salesman spread his hands and said, "The chip is out of stock, the battery module supplier is expanding production, and even the seat leather has to be shipped from Italy." Now, many people in the user group have changed their name to "Waiting for the Nth Day
A few days ago, I was waiting for a delayed flight at Hongqiao Airport and was browsing my phone when I saw the insurance data. As soon as the data came out, an old man next to him poured the coffee onto his MacBook. Why? He ordered the YU7 standard version, and the pick-up cycle showed "57 weeks", which looked particularly eye-catching. Let’s take a look at the flights, and the flights were only delayed by 3 hours. Do you think buying a car is more annoying than waiting for a flight? Let’s talk about the order situation of YU7 first, which is extremely crazy. In just 3 minutes, there was a large order of 200,000 yuan. This situation is even more powerful than the Double Eleven second-time kill, and it is simply the "ProMax" version. When SU7 was launched, the people queuing up at the entrance of the Beijing Huamao Center Experience Store lined up three times around the building. The release scene of YU7 was even more exaggerated. A salesman I knew was still responding to customer messages at 3 a.m. He said that his hands were almost experiencing tendonitis, which was even more tiring than grabbing Jay Chou’s concert tickets. But reality is like opening a blind box. The lock order volume increases faster than the thermometer, but the production line is as slow as a square dancer. The sales volume of 2,202 units last week was like a newborn kitten stretching its claws, which was a little moving but not very strong. When you go to the store, the salesman spread his hands and said, "The chip is out of stock, the battery module supplier is expanding production, and even the seat leather has to be shipped from Italy." Now, many people in the user group have changed their name to "Waiting for the Nth Day of YU7", and some people regard the screenshots of the expected delivery date in the APP as screensaver, just like doing performance art. Let’s look at the Tesla store opposite. The Model Y sold 15,214 units last week, and the sales volume was as stable as a weight. Tesla's Shanghai factory takes off 1,200 cars every day, just as fast as McDonald's' meals. I have a brother who drove an online car-hailing car. He just mentioned ModelY last week. It only took 15 days from placing an order to register a license. This efficiency directly rubs the new power brand on the ground. But then again, Xiaomi has really attracted a lot of attention this time. When I went to the mall, I saw that the YU7 show car was surrounded by people. Young people were holding mobile phone comparison configuration tables, just like the old man who was looking at stocks at Starbucks. Especially the skyline screen, the young man in the back seat was lying there and touching the screen, reminding me of the crazy thing when the iPhone 4 was first launched ten years ago. But the problem also comes. 70% of the orders in the order pool are concentrated in Beijing, Shanghai, Guangzhou and Shenzhen. Prospective car owners in cities such as Zhengzhou and Hefei began to complain, saying that "capacity climbing" feels like drawing a big pie. In the past two days, it has been rumored in the circle that Xiaomi is talking about the new factory in Jiangsu, and Lei Jun and his senior executives have traveled all the development zones in the Yangtze River Delta. If this matter is done, the delivery speed next year may be able to compete with Tesla. However, now, I heard that some users of lock orders turned to pick up the Model Y's current car, and some people were intercepted by Zekr sales using "pick up the car this month to deliver the charging pile". This situation is like squeezing the subway during the morning rush hour. The people in front are stuck at the door, the people in the back are squeezed in, and people in the middle are squeezed out from time to time. What’s even more interesting is the performance of various naval forces in this matter. Someone posted a post on a forum saying, "2202 is real power", and someone immediately responded to "No matter how 240,000 orders are paid, there is still some reason"; another big V analyzed "there are tricks in delivering data", and it was revealed that the SU7 was defeated last year. This melee makes people happy. It would be a pity if netizens don’t use it to write scripts. I went to Kunshan Supply Chain Conference last week and heard a joke. A parts factory owner drank too much and said that now he had to prepare three alternatives for supplying a screw to Xiaomi. He also said, "If Mr. Lei makes another hot product, our factory will not be able to install the production line." Although this sounds exaggerated, it also expresses the problems of the new car-making era. Orders are coming like floods, but production capacity is like a fine flow of water. No matter how good the plan is, it may be washed away. Finally, it is quite appropriate to use the words of Jobs, "a real artist will deliver the work." It is not enough for an artist to have ideas alone, he has to deliver his works to the audience. Whether Xiaomi Auto can successfully counterattack or start high or end low depends on how Lei Jun untie the deadlock of production capacity.
