
A |

B | ”
小米YU7(参数|询价)上市发布会结束后,匆匆迈入媒体采访间的小米集团创始人、董事长、CEO雷军在看到一组数据后不由发出上述感慨。这组数据就是,小米YU7上市发布会结束后2分钟内的大订量达到19.6万台,锁单量达到了12.2万台。 Democratic Gov. Andy Beshear and Republican Attorney General Daniel Cameron accused each other of taking extreme stands on abortion policy Monday night as they wrangled over an issue that's become a flashpoint in their hotly contested campaign for governor in Kentucky.During an hourlong debate at Northern Kentucky University in Highland Heights, Kentucky, the rivals fielded questions over education, taxes, public safety and the monthlong strike by autoworkers, which has spread to Ford's highly profitable Kentucky Truck Plant in Louisville.The candidates tried to one-up the other in their support for public education. Some of their sharpest exchanges during the televised debate, however, came when asked to lay out their stands on abortion. Their remarks, which took place about three weeks before the Nov. 7 election, came against the backdrop of Kentucky's current abortion law, which bans the procedure except when carried out to save a pregnant woman’s life or to prevent a disabling injury.Beshear said that his challenger celebrated the abortion ban’s passage and pointed to Cameron’s long-running support for the law as written, without exceptions for pregnancies caused by rape or incest.“My opponent’s position would give a rapist more rights than their victim," Beshear said. "It is wrong. We need to change this law. We need to make sure that those individuals have that option.”Once Roe v. Wade was overturned by the U.S. Supreme Court, the state’s trigger law — passed in 2019 — took effect to ban nearly all abortions.Cameron reiterated Monday night that he would sign a bill adding abortion exceptions if given the chance, a position he revealed during a radio interview last month.Cameron went on the attack by pointing to Beshear’s opposition to abortion restrictions passed by the state’s GOP-dominated legislature. As attorney general, Beshear refused to defend a law imposing a 20-week ban on abortion, and later as governor he vetoed a 15-week ban, Cameron said. “That is Andy Beshear’s record on the issue of life," Cameron said. "It’s one of failure for the unborn.”Beshear responded that he has consistently supported “reasonable restrictions,” especially on late-term abortions. Beshear also noted that the 15-week ban lacked exceptions for rape and incest.Abortion polices have been at the forefront of the campaign. Beshear's campaign released a TV ad last month featuring a Kentucky woman who revealed her own childhood trauma while calling for rape and incest exceptions. The woman, now in her early 20s, talked about having been raped by her stepfather when she was 12 years old. She became pregnant as a seventh grader but eventually miscarried.Meanwhile, the candidates took turns touting their plans to improve public education.Cameron accused the governor of mischaracterizing his plan to help students overcome learning loss when schools were closed during the pandemic.“We need a governor that is going to lean into this issue to fight for our kids and make sure that they have the best education system here possible in Kentucky,” Cameron said.Beshear highlighted his own plan calling for an 11% pay raise for teachers and all public school personnel, including bus drivers, janitors and cafeteria staff. He said he's supported educators “every step of the way” to raise their pay and protect their pensions as governor and previously as attorney general.“If we want to make sure that we have a math teacher, a physics teacher, everything we need in our classrooms, we have to pay people closer to what they’re worth,” the governor said.Beshear also made another pitch for his plan for state-funded pre-K for every 4-year-old in Kentucky.Beshear criticized Cameron for supporting a Republican-backed measure to award tax credits for donations supporting private school tuition. The Kentucky Supreme Court struck down the measure last year. The governor and other opponents of the bill said the program would have diverted money from public schools. Supporters said the measure offered opportunities for parents who want new schooling options for their children but are unable to afford them.“He (Cameron) supports a voucher program that would take tens of millions of dollars out of our public school system," Beshear said. "Out of the paychecks of our educators, out of the resources that they need, and again send them to fancy private schools.”Cameron has proposed raising the statewide base starting pay for new teachers, saying it would have a ripple effect by lifting pay for other teachers. Cameron’s plan also would develop an optional, 16-week tutoring program for math and reading instruction.“We need leadership that’s going to catch our kids up,” Cameron said.The candidates were asked to weigh in on the targeted strikes by the United Auto Workers union at all three Detroit automakers. Beshear replied that “this isn’t an either-or. We need the UAW to come out in a strong place and Ford to come out in a strong place, too.”Ford is a major employer in Louisville with two assembly plants in Kentucky's largest city. Ford and its battery partner, SK Innovation of South Korea, are building twin battery plants outside Glendale in central Kentucky — a $5.8 billion megaproject landed during Beshear's tenure as governor.Cameron expressed support for the workers while saying he hopes for a swift resolution. He blamed the labor dispute on President Joe Biden's economic policies, part of his effort to nationalize the campaign by linking Beshear to the Democratic president — a well-used GOP strategy in red states like Kentucky.“We are in this mess because of the inflationary pressures that are coming from Washington, D.C.,” Cameron said.。在雷军与媒体交流的同时,小米公司发布官方海报宣布,小米YU7在3分钟内实现大定数突破20万台。
C |

D | 有门店销售告诉我们,YU7的留资用户远超去年SU7上市前的表现。然而,门店销售同时表示,随着YU7的订单量提升,SU7的订单出现大幅下滑。
基于这一现象,不少人开始担心SU7未来的市场走势。据雷军透露,有类似担心的甚至包括小米公司内部的很多同事。
E | 但他话锋一转:“我挺自信的。”
在雷军看来,喜欢开轿车和喜欢SUV的是两类人。虽然中间有很多重合度,但特别重视驾驶感的人还是更愿意选择轿车,而对空间有一定要求的消费者则更青睐SUV。所以,他认为,SU7和YU7两款产品都会有自己固定的“铁粉”。就在YU7发布后,小米汽车内部也对于SU7新增订单下滑有一定预期。所以,该公司在前者发布后将后者的月订单预期下调至1万台。然而,市场的反馈情况让他们不得不三次调高预测到1.3万~1.4万台。正是这样的订单表现,给了雷军以信心。不论是SU7的成功,还是YU7的成功,几乎都让人感到意外。据雷军透露,小米汽车的成功,被“个别同行”包装成了小米靠营销取得的。
F | 但他认为,能够取得这样的成绩,还是因为他们的能力到了,而不是营销。
不论是在SU7还是YU7上市发布会现场,都展示了与特斯拉Model 3/Model Y等头部对手的大量技术指标对比,小米汽车在绝大部分数据上都是领先的。
G | 所以,雷军认为,他们的成功是靠能力。
当然,能力并不是突然建立的。虽然进入汽车行业仅4年,开始卖车仅1年零3个月,但雷军表示,小米公司已经历15年的创业路,公司的全方位能力都已提升。
H | 在他看来,想要持续表现好,最关键的是要重视能力建设,要没有短板。
十周年的时候,小米公司进行过半年的反思,提出从机会驱动转能力驱动,全方位重视能力建设。能力建设的第一个任务,就是先投1000亿元在研发。最终的效果也确实立竿见影。
I |
小米进入汽车行业的时候,也下决心从核心技术做起,在技术领域里面持续创新。
J |
雷军强调,小米SU7 Ultra能在纽博格林北环赛道拿下好成绩,与小米在电机、电池、底盘等各项技术上的投入都是密不可分的。这些都是小米汽车长期卷科技创新、卷品质带来的。
K | 因为中国汽车当下已经足够优秀,下一步的难点就是如何向高端挺进,与世界级车企同场竞技。

L | 所以,小米汽车在进入汽车市场的时就锚定了保时捷、特斯拉这样的行业头部对手。
“要敢于跟全球顶级车企亮剑!”雷军表示,“只要开始追赶,就走在赢的路上。”
M | 中国在整个汽车产业政策方面的支持确实已经非常不错,过去的40年时间里,中国一代又一代汽车人的艰苦奋斗,才造就了当下中国作为全球第一大汽车市场和第一大汽车生产国的地位。
第二个维度就是“换道超车”。显然,汽车产业的智能电动化浪潮给到我们这样的机会。雷军表示,智能化背后的技术,是芯片、操作系统、AI、互联网、信息科技、消费电子……在这些领域里,除了中美两国外,其他国家还有一定差距。中国企业绝对有能力比日本、德国、韩国企业做得好。雷军认为,中国一定要抓住这个战略机遇期,让我们的智能电动汽车真正成为世界级水平。
N |
近期,国家主管部门号召“反内卷”“反价格战”无疑也有推动中国汽车高质量发展的作用。雷军表示,小米汽车也会积极响应主管部门的号召,坚决执行“反内卷”和“反价格战”,这也是推动公司往高端化方向挺进的重要举措。
o |
随着小米汽车的热度不断提升,一些小米汽车相关的负面事件在这半年陆续被爆出,并引发了远超其他企业同类事件的舆论关注度。
p |
“无论哪个企业比较火,它的舆情都特别的复杂,这是我们面对的一个现实困难,也是自媒体时代所带来的困难,或者叫流量时代。
q | ”雷军表示。
为了应对时代的变化,雷军认为小米要把三个维度的事情做到更好:更加谨言慎行,坚定不移地走自己的路,更高标准地要求自己。
r |
在“谨言慎行”方面,小米汽车未来会尽量做到每句话都说得非常准确,避免任何瑕疵被放大的可能性。
s |
在“坚定不移地走自己的路”方面,小米汽车将在科技创新、高端化引领上继续发力,努力让自己真正在几个领域做到做到大家公认程度的领先。谈到“高标准要求自己”,雷军也是感慨万千。
t |
之前,小米只把自己当作行业的“小学生”,因为刚进入汽车行业才一年多,2024年共计只卖了13万台,也就是比亚迪一周的销量水准。
u | 但让雷军没想到的是,相关言论被泄露出来后遭到外界大量骂声。

v |
从此事件中,雷军真正明白,外界对小米汽车看得要比自己预期中高很多,所以小米汽车未来也要改变心态,把自己当成汽车产业的重点车企,对自己高标准严要求。也是因为对自己的“高标准严要求”,让小米并未轻易将2025年刚发布的自研“玄戒”芯片应用在汽车上。
w |
雷军表示,第二代玄戒芯片会考虑在小米汽车上应进行应用。做第一代“玄戒”芯片时,在量产后主要考虑的是验证技术。当前,使用“玄戒”芯片的几款手机和平板近期销量有限,就是因为相关芯片备货很少。芯片从开发到落地的周期也需要3~4年时间,小米公司完全没有想到最终量产的产品效果比预期中好不少。如今,小米公司自研的四合一域控制器,就是为了掌握所有相关技术,为将来小米自研芯片上车做准备。Current article:http://sjocd.linxiuhuaishuangniuzhenrua.bond/list_ln4/jzqh28b.html
Published on:11:20:36
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