🛻 Xiaomi YU7 vs. Tesla Model Y
Launch & specs:
The YU7 debuted on June 26 at 7 PM CST, unveiling as Xiaomi’s first SUV, directly targeting the Model Y in China .
It starts at RMB 253,500 (~$35,364), about 4% cheaper than Model Y .
Range tops out at 835 km (CLTC) vs. Model Y’s 719 km .
Market response:
200,000+ orders processed in just 3 minutes, rising to nearly 289,000 in one hour .
Xiaomi now holds an estimated 3.5% share of China’s EV market, compared to Tesla’s ~5% .
Personal view: The YU7 is a strong contender—leaning hard on superior range, aggressive pricing, and robust initial demand. If you're evaluating for 250,000 RMB, the base YU7 is more affordable and arguably better equipped, while premium trims (Pro/Max) offer performance close to the Model Y Performance at a lower price. Your choice depends on your priorities:
For value and range: YU7 Standard or Pro.
For Tesla’s brand, supercharger infrastructure, and US resale value: Model Y may still lead.
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📈 Xiaomi’s ADR Market Cap & Trading Move
Xiaomi’s Hong Kong-listed capitalization recently approached $187 billion USD .
The ADR (XIACY) is hovering between $36–40, implying a U.S. ADR market cap close to $187–190 billion —just a step shy of $200 billion.
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💡 Should You Take Profit or Add Enthusiastically?
Profit-taking case:
The stock has already tripled year-to-date, and this launch is well priced in.
EV market valuations may face regulatory or competition risks.
Add-on case:
Xiaomi aims to deliver 350,000 EVs in 2025, and expects the auto division to be profitable in H2 2025 .
If you believe Xiaomi can scale production and maintain momentum, there’s room for further upside, especially as integration across its device ecosystem deepens.
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My Take
On the YU7: Impressive execution for a first SUV—top range, strong demand, and smart pricing. It presents a viable alternative to Tesla’s Model Y in China, especially if you can forego the global Supercharger network and resale strength.
On the stock: If you’ve already captured significant gains, taking partial profits could be prudent. However, for long-term believers in Xiaomi’s EV expansion and smart ecosystem play, reinvesting on dips might be equally compelling.
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- JackQuant·06-27The price of Xiaomi’s YU7 must have been referenced to Tesla’s Model Y, but I think YU7 will threaten other Chinese EV brands in the Chinese market. Someone who likes Tesla may not consider Xiaomi as their choice. $Tesla Motors(TSLA)$ $Xiaomi Corp.(XIACY)$LikeReport
- CornellRudolph·06-27Exciting competitionLikeReport