发布时间： 2024年4月23日 下午3：49 世界协调时 • 作者：

克里斯蒂安·阿加蒂

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小米是第一家真正销售汽车的智能手机制造商，击败了索尼和苹果。这家年轻的电动汽车制造商成功推出了 SU7 行政轿车，并正在开发特斯拉 Model Y 的竞争对手。来自中国的一份新报告称，小米将在 2026 年推出一款价格实惠的电动汽车车型，目标价为 150,000 元人民币（20,700 美元）。

在过去的几年里，特斯拉一直对负担得起的车型的想法感到满意，但最近的报道表明，它可能会推迟计划，并首先推出相关的自动驾驶出租车。这看起来类似于 2019 年亮相后 Cybertruck 发生的事情。特斯拉犹豫是否要开始研究它，然后添加和删除了功能，并且无法冻结开发。到 2023 年 11 月 Cybertruck 到货时，市场上已经充斥着电动皮卡。

售价 25,000 美元的特斯拉电动汽车已经宣布、报废，然后重新出现在菜单上，然后再次被搁置。然而，现在的电动汽车市场与 2019 年 Cybertruck 推出时有很大不同。推迟经济实惠的电动汽车车型进一步意味着特斯拉可能无法与市场上其他负担得起的电动汽车竞争。特斯拉的车型可能具有更引人注目的功能，但在这种情况下，它最终会花费更多。

如果25,000美元的目标是特斯拉的最终报价，那么中国汽车制造商已经降低了它。即使特斯拉在北美没有受到影响，但由于中国公司被排除在市场之外，在其他市场也是如此。中国是特斯拉最大的市场，也是这家美国汽车制造商最脆弱的市场。负担得起的电动汽车已经在蚕食特斯拉的推出，更多车型将很快到来。

小米是最新进入汽车市场的公司，已经让特斯拉头疼不已。3月上市的SUV7电动轿车以低于特斯拉Model 3的价格提供Model S的空间和功能。SU7 也被证明是成功的，让小米有信心在 2024 年售出超过 100,000 台。这家智能手机公司并没有停滞不前，已经在开发特斯拉 Model Y 的竞争对手，该竞争对手将于 2025 年上半年开始生产。

小米的激进战略不会随着电动紧凑型跨界车而结束。据媒体36氪报道，这家中国公司正在开发一款价格实惠的电动汽车，售价为15万元人民币（2万美元）。这低于特斯拉计划的下一代电动汽车。小米在产销目标方面对新机型寄予厚望。经济实惠的电动汽车标志着小米战略的合理扩展。与特斯拉的起步方式类似，这家中国公司首先推出了一款更昂贵（尽管仍然负担得起）的家用轿车。

小米将在明年直接推出紧凑型跨界车，这是其第一款机型开始交付一年后。这种速度将延续到经济实惠的电动汽车上，其外形尺寸仍然未知。小米应该在它到来时建立良好的声誉，否则负担得起的电动汽车将无法按估计的数量销售。人们往往会忽视公司第一款产品的缺陷，但对随后的发布却不那么宽容。

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• XIAOMI AFFORDABLE EV

Xiaomi Lays Out Affordable EV Plans That Tesla Should've Accomplished Years Ago

Published: 23 Apr 2024, 15:49 UTC • By:

Cristian Agatie

Xiaomi is the first smartphone maker to actually sell a car, beating Sony and Apple to the punch. The young EV maker successfully launched the SU7 executive sedan and is working on a Tesla Model Y rival. A new report from China claims that Xiaomi will launch an affordable EV model in 2026, with a price target of 150,000 yuan ($20,700).

Tesla has cozied up with the idea of an affordable model for the past years, but recent reports indicated that it might delay the plans and bring the related robotaxi first. This looks similar to what happened to the Cybertruck after the 2019 unveiling. Tesla hesitated to start working on it, then added and removed features and was unable to freeze the development. By the time the Cybertruck arrived in November 2023, the market was already flooded with electric pickups.

The $25,000 Tesla EV has been announced, scrapped, and then put back on the menu before being put on the back burner again. However, the EV market is a lot different now than it was in 2019 when the Cybertruck was unveiled. Delaying the affordable EV model further means that Tesla might not be able to compete with other affordable EVs on the market. Tesla's model might have more compelling features, but in this case, it will end up costing more.

If the $25,000 target is Tesla's final offer, Chinese carmakers have already undercut it. Even if Tesla does not suffer in North America, thanks to the Chinese companies being locked out of the market, the same is not true in other markets. China is Tesla's biggest market and the one where the American carmaker is the most vulnerable. Affordable EVs are already eating Tesla's launch, and more models will arrive soon.

Xiaomi, the latest company to enter the car market, is already giving Tesla a headache. The SU7 electric sedan launched in March offers Model S space and features at a price lower than the Tesla Model 3. The SU7 also proved a hit, making Xiaomi confident it will sell over 100,000 units in 2024. The smartphone company is not standing still and is already working on a Tesla Model Y rival, which will start production in the first half of 2025.

Xiaomi's aggressive strategy will not end with the electric compact crossover. According to media outlet 36kr, the Chinese company is working on an affordable EV that will sell in the 150,000 yuan ($20,000) segment. This is lower than Tesla's planned next-generation EV. Xiaomi has high expectations for the new model regarding production and sales targets. The affordable EV marks a logical expansion of Xiaomi's strategy. Similar to how Tesla started, the Chinese company first launched a more expensive (although still affordable) family sedan.

Xiaomi will burn some steps and go straight to the compact crossover next year, one year after its first model started deliveries. This pace will continue with the affordable EV, whose form factor remains unknown. Xiaomi should establish a good reputation by the time it arrives, or the affordable EV will not sell in the estimated volumes. People tend to overlook flaws in the first products of a company, but they are less forgiving with subsequent launches.