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OrdersPS: An interesting little anecdote. The salesperson from Xiaomi who showed me the car was quite enthusiastic, but during the introduction, he inexplicably started bashing Aito, which almost made me lose my composure.
$XIAOMI-W(01810.HK)$SERES(09927.HK)$Huawei(HUAWEI.NA)
I went to test drive cars today, checked out the Xiaomi SU7, XPeng P7, P7+, Firefly, Ledao L60, Ledao L90, Nio ET5T, and Nio ES6.
After seeing them all, the only ones I really want to buy are the XPeng P7 and the Xiaomi SU7. XPeng's financing plan is a bit better, so I'm leaning most towards XPeng, but I might have to wait for Xiaomi's launch event to see if there are any surprises.
After looking at the cars, I came to a conclusion: I'm a sucker for looks 👀, and probably most people are. This really explains why Xiaomi and XPeng sold the best over the past year.
The Ledao L90 is actually very good too, but I really don't need such a large SUV. The L60 has the L90 setting a high standard, but it's only 30-40k cheaper, which feels a bit awkward.
As for the Firefly, before I went to see the car, I thought it would just be for commuting—the cheaper, the better. But after sitting inside, it really felt too basic 😅. I'd call it a shrunken-down Tesla, and the autonomous driving features are heavily cut. As for battery swapping, in the short term, at least for the next year and a half, the Firefly should be treated as if it doesn't have battery swapping. In short, after comparing, it feels like spending an extra 70-80k can get you a Xiaomi SU7 or an XPeng P7 with so many more features. I think it's worth biting the bullet and going for it. The Firefly's positioning is really a toy for families who already have a car.
Xiaomi SU7 VS XPeng P7
XPeng wins with three-year interest-free financing and autonomous driving.
Xiaomi wins a bit on range and a bit on horsepower.
Is that about right?
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