Xiaomi YU7 SUV Launches with Record Orders; Stock Surges on Breakout Demand

Xiaomi YU7 SUV Achieves Record Presale

Xiaomi finally announced the price for its YU7 SUV last night, attracting over 200,000 orders in 3 minutes, and climbing to 289,000 orders within one hour. Even Xiaomi’s Lei Jun, myth maker, can’t believe it was true on the event.  

According to the launch event, the YU7 offers three variants: Standard, Pro, and Max priced at RMB 253,500, RMB 279,900, and RMB 329,900 respectively (≈USD 35,200 / 38,900 / 45,800).

Scaling Production: Xiaomi’s Bold Expansion Plans

Confronted with the surging orders, Lei Jun told the local media that Xiaomi will "spare no effort" to expand its production capacity. AutoCango learned on June 24 that Xiaomi has acquired a land of 485,100 sqm to build its third EV plant.

Besides, Lei Jun, the CEO of Xiaomi asserted Xiaomi is leading in the industry from product development, to quality, design or other dimensions. The company is pledging to address its weaknesses to make further improvement.

Market Impact: Historic Peak in Xiaomi Stock

The exciting news was spread to capital market immediately, with a surge in Xiaomi’s stock. According to data from the stock platforms, Xiaomi Group’s (1810.HK) shares opened 8% higher at HK$61 – a historic peak – lifting its market capitalization to HK$1.55 trillion on June 27, 2025. By midday of 27, Xiaomi Group shares gained moderated to 4.39% at HK$59.4 per share, valuing the company at HK$1.54 trillion.

Financial Implications: Huge Cash Flow and Revenue Potential

Due to YU7’s presale performance, the capital market is reevaluate Xiaomi’s business value. Let’s do math. Based on an average deposit of 5,000 yuan per order, the YU7 secured a cash flow of 1.445 billion yuan for 289,000 orders. If we take the price of the standard variant (RMB 253,500 yuan,≈ $35,200), the potential revenue from YU7 will reach RMB 73 billion, equivalent to 65% of a Xiaomi’s quarterly revenue stream.

Research Forecast: Doubling Sales and Market Competitiveness

It is mentioned in a latest research report released by CMB International Securities that, YU7's breakout will potentially cause Xiaomi Auto's sales doubled in 2026. What’s more did the firm project? Here is the summary:

- The firm identifies the Tesla Model Y, NIO EC6, and XPeng G7 as primary competitors.

- The firm forecasted a monthly sales volume of 30,000-40,000 units for YU7, contributing to Xiaomi’s full year deliveries of 350,000-400,000 vehicles in 2025.

- Combined SU7/YU7 volume, Xiaomi could reach 50,000-60,000 monthly deliveries in 2026, targeting 700,000-800,000 annual sales in 2026.

- With new models planned and sufficient capacity expansion, Xiaomi may exceed one million units next year.

*(Exchange rate: RMB 7.2 = USD 1)*