According to a report from Citi, XIAOMI-W (01810.HK)  +2.050 (+3.603%)    Short selling $3.22B; Ratio 11.218%   launched its electric vehicle YU7 yesterday (26th) with pricing in line with expectations. Among all the versions, the YU7 Pro is likely the most attractive model, priced only RMB26,000 higher than the standard version but equipped with air suspension and all-wheel drive.

Given the YU7's strong order performance, if there are no production capacity constraints, the broker estimated that the vehicle's mature monthly sales could reach 60,000-80,000 units, which would greatly enhance the profit margin visibility of XIAOMI-W's electric vehicle business.

Related NewsM Stanley: XIAOMI-W YU7 Successful; TP HK$62; Overweight Recommended
In addition to its positive impact on XIAOMI-W, the YU7 will also benefit related suppliers such as CATL (03750.HK)  +2.400 (+0.739%)    Short selling $427.75M; Ratio 31.095%   and Nvidia (NVDA.US)      . In contrast, Tesla (TSLA.US)      and XPENG-W (09868.HK)  -2.350 (-3.169%)    Short selling $860.99M; Ratio 28.296%   will be negatively impacted, while LI AUTO-W (02015.HK)  -2.000 (-1.776%)    Short selling $326.52M; Ratio 18.049%   will also experience a slightly negative impact.

Citi predicted Tesla, as a major competitor, to further cut car prices. Meanwhile, with the YU7 drawing more attention, the XPeng G7's price may also be lowered to RMB210,000 to maintain competitiveness and attract more interest.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-06-27 16:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)