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samuel_gor
2025-05-19
他等着被小米法务起诉
samuel_gor
2025-05-02
8.5万到47万,2月最高80多万
samuel_gor
2025-04-09
洪灏水平不行,只会check in和拉黑人
samuel_gor
2025-03-28
小米出货量全球第三,不会算就回家洗洗睡
小米集团:折价配股豪赌造车,手机高端化形象难塑
samuel_gor
2025-03-18
都是杠精键盘侠,赚不到几个钱每天做t赚1-2个点觉得自己是二级市场之王
samuel_gor
2025-03-18
隐忧就别买,还价值投资为王,别侮辱这名字
samuel_gor
2025-03-13
券商那么厉害当初汽车发布怎么没人看好?
samuel_gor
2025-03-06
没人逼你买
samuel_gor
2025-02-21
期权亏了,后来改成窝轮而且关注到小米汽车销量增长很猛,就上了小米窝轮。小米是全球范围内唯一一家打通人车家生态的,汽车后面又会进一步反哺手机、家电、其他智能硬件产品,未来非常可期
samuel_gor
2025-02-20
明天突破50
抱歉,原内容已删除
samuel_gor
2025-02-20
$小米集团-W(01810)$
中国ai宏观叙事第一阶段deepseek出圈爆红硅谷打破西方预期差,第二阶段苹果和阿里ai大模型合作西方重新评估中国资产,第三阶段腾讯接入deepseek,ai时代数据为王,全球最大的ai社交平台,西方公募基金提高中国资产配置比例,第四阶段小米汽车销量打败特斯拉,港股牛市贯穿2025年,第五阶段a股指数突破4000点[旺柴] 另外还有哪吒、悟空等事项让全球知道中国有能力创新!
samuel_gor
2025-02-11
$小米集团-W(01810)$
最近尝试在用deepseek分析小米的股价,非常惊讶deepseek的结论竟和我的看法不谋而合,而且deepseek还能把具体估值锚定点给详细写出来,还没破万亿的时候问deepseek就说乐观情况下是1.5万亿。
samuel_gor
2025-01-29
$小米集团-W(01810)$
小米美股adr昨夜大涨6%,市值达到9941亿港币,相对港股溢价4%,节后大家等着数钱了。小米拥有ai手机、智能驾驶、智能家居、人车家生态,具备任何车企手机厂商家居厂商都没有的生态,拥有最大的ai应用场景,从这个角度来说,市值达到1.5万亿是很轻松的。昨晚阿里巴巴发布大模型,也大涨6%,这一波中国资产重估,小米将是最主要的受益者
samuel_gor
2025-01-22
Replying to
@Sagero
:蔚来哪点技术比小米汽车强?大家都是集成商,核心零部件重合度挺高的//
@Sagero
:小米还在预研的技术,蔚来已经量产了,你说有没有用呢[贱笑]//
@dominic821
:蔚来没有任何小米需要的资源和技术,雷军宁可给蔚来追加投资续命,也不可能用小米收购蔚来。
samuel_gor
2025-01-16
是的,就是明牌,当年买茅台也是明牌
samuel_gor
2025-01-16
有问题吧?小米不是排名第二
vivo拿下2024年中国智能手机出货量第一,小米未进前五
samuel_gor
2025-01-09
$小米集团-W(01810)$
我在小米生态链企业呆过,我们和小米有共同对外投资过企业,哪怕是200万的投资金额都需要雷军过审,因此昨天这个回购绝对是经过雷军的同意的,这代表了雷军对小米的股价非常有信心。小米的供应链整合能力非常强,我个人认为小米25年汽车交付量肯定会超过30万,结合目前手机、空调、电视等产品的成功,小米在各个领域都追上了相应的龙头老大如苹果、格力、三星、华为问界,但小米的人车家生态实现打通又是他们这几家不具备的,大家眼光可以放长远一点,小米中期肯定是1.5万亿-2万亿市值的企业。
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src=\"https://fid-75186.picgzc.qpic.cn/20250327105411430d206yvvtkxmnwe9\"/><p>小米集团拟将本次配售及认购事项所得款项的净额,用于加速业务扩张、研发投资以进一步提升科技实力,以及其他一般公司用途。在市场看来,此次融资大概率是投向公司的智能电动汽车业务。</p><p>结合业务来看,小米集团2024年实现交付SU7新车13.69万辆,同时公司将扩厂产能,2025全年交付目标提升至35万辆。收入层面,公司的智能电动汽车等创新业务分部总收入在2024年为328亿元,经调整净亏损为62亿元,相当于每卖出一辆车亏损约4.5万元。随着交付目标的提升,亏损金额可能会进一步扩大,公司需要资金支持以确保产能扩张和持续运营。</p><p>需要指出的是,新能源汽车行业已进入“淘汰赛”阶段,资金储备成为车企生存的关键。</p><p>国际智能运载科技协会秘书长、黄河科技学院客座教授张翔对《第一财经》表示,目前新能源汽车行业处于洗牌阶段,玩家较多,仍聚焦于内卷式价格战的早期阶段。未来行业逐渐步入成熟期,新能源车企数量将会精简,不会维持目前几十家车企的局面,因此2025年可能仍有车企将会出局。</p><p>小米集团此次配售资金的另一重要用途是研发投资。2024年,公司的研发开支同比增长25.9%,达241亿元,主要是智能电动汽车等创新业务相关的开支增加。此外,小米创始人、董事长兼CEO雷军在小米15 Ultra发布会上曾表示,公司在2025年研发预算将超过300亿元。</p><p>截至2024年末,小米集团的<span>现金及现金等价物</span>为337亿元。考虑到公司业务扩张和研发投入,其账上资金可能无法满足上述需求。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250327105414285d206l1178w2lua0\"/><p>证券之星注意到,公告发布后,3月25日开盘,小米集团股价走低,截至收盘,公司股价报收53.4港元/股,跌6.32%,成交额达718亿港元,创下历史新高。</p><p><strong>02.</strong><strong>出货量跌出前五,高端化战略成效有限</strong></p><p>2024全年,小米集团实现营收3659亿元,同比增长35%;全年经调整<span>净利润</span>达272亿元,同比增长41.3%。</p><p>聚焦于公司的手机业务,2024年,公司的智能手机收入为1918亿元,智能手机出货量为1.69亿台,同比均实现不同程度的增长。同时,公司智能手机的平均售价(ASP)由去年的每台1081.7元增至2024年的每台1138.2元,同比增长5.2%。</p><p>证券之星注意到,虽然公司手机业务在业绩层面表现不俗,但从全球出货量来看,</p><p>公司掉出榜单前五。据Canalys发布的2024年中国大陆智能手机全年出货量数据显示,排名前五的厂商分别为vivo、华为、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、OPPO和荣耀,小米未能上榜。</p><p>这一现象的背后,是2024年华为的强势回归,竞争格局发生了变化,曾经排名第五的小米跌出榜单。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member25641/202503/wx_article__20a40dcdd3a10fb28ed18bff3f29d6c8.jpg\"/><p>在手机业务上,以性价比著称的小米手机近年来一直在实施高端化战略。公司在2024年财报提及,公司3000元以上的“高端”智能手机出货量占其总体出货量的比例达到了23.3%,同比提升3个百分点。在大陆地区4000-5000元价位段的智能手机市占率达到24.3%。</p><p>不过,产业评论人张书乐指出,小米手机所谓的“高端”,就总体产品来看,更多像是在做中端机里的高端平替。在他看来,不管是品牌还是手机形态上都把高端化架势摆出来的华为,小米依然很难给用户带来明显的高端感受,至少与其他友商相比,区别不大。</p><p>证券之星注意到,今年2月,小米15 Ultra以6499元起售价冲击高端市场。据了解,该款手机在保持旗舰级性能的同时,搭载Leica四摄镜头系统,为用户带来顶级影像体验,但有数码博主反映该手机存在夜景糊片、散热不足、澎湃OS系统Bug频发等五大问题。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250327105449756d206sj6c19f6wrq\"/><p>此外,在毛利率指标上,高端化战略的实施并未提升公司手机业务的毛利率。2024年,公司该业务毛利率由2023年的14.6%降至2024年的12.6%。对此,公司称主要是核心零部件价格上升所致。</p><p><strong>03.</strong><strong>加码AI开发,多场景生态协同仍需努力</strong></p><p>中国智能手机市场已全面进入存量竞争时代,各大厂商纷纷将AI技术视为破局的关键。</p><p>2024年以来,手机厂商们在AI领域上不再一味比拼大模型参数,而是转向更具体的应用场景落地。在IDC中国研究经理郭天翔看来,现在各个厂商正在试图推动AI手机进入第二阶段,即未来手机通过内置本地化的端侧模型,实现对用户更好地个性化服务,包括一些信息的整合和关联、处理。</p><p>目前,小米集团正在将AI能力逐步应用于智能手机、智能电动汽车和智能家居等产品中,为“人车家生态”战略赋能。同时,公司正在不断加大在AI上的投入。在2024年电话会上,总裁卢伟冰表示将投入总研发经费的1/4,大约70亿至80亿左右到AI中。</p><p>但有分析指出,在AI创新能力上,小米集团尚未有明确解法,小米15旗舰机搭载的AI功能,仍局限于写作、识音等基础层面。相比之下,荣耀的Magic OS 9.0的YOYO智能体已能通过语音实现点外卖等功能,而OPPO的Find X8 Pro则通过ColorOS 15提供一键问屏的功能,解决了用户的搜索需求。</p><p>不仅如此,公司的超级小爱AI助手还曾出现“翻车”。在去年年底的小米年度总结直播中,卢伟冰展示小米手机的超级小爱功能时,出现唤醒失败、语音指令无响应、无法语音发微博等问题,反映出其在智能性、稳定性、响应速度上尚存不足。在这一背景下,小米集团构建真正的多场景智能协同生态,仍需努力。(本文首发证券之星,作者|李若菡)</p><p>- End -</p><p>原文标题 : 小米集团:折价配股豪赌造车,手机高端化形象难塑</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米集团:折价配股豪赌造车,手机高端化形象难塑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-27 10:54 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202503271054559724acd7&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月25日,小米集团(01810.HK)在港交所公告称,公司拟配售8亿股现有股份,预计筹资净额约425亿港元,创自上市以来最大规模融资纪录。在市场看来,此次融资大概率是投向公司的智能电动汽车业务。证券之星注意到,目前公司的汽车处于平均每卖出一辆车亏损约4.5万元的状态。在公司加速扩张产能以及新能源汽车行业“淘汰赛”加剧的背景下,资金储备成为其生存的关键。手机业务作为公司的基本盘,其营收虽在去年实现...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202503271054559724acd7&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","BK1506":"5G概念","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0823426480.USD":"法巴中国股票经典Dis","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202503271054559724acd7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2522399488","content_text":"3月25日,小米集团(01810.HK)在港交所公告称,公司拟配售8亿股现有股份,预计筹资净额约425亿港元,创自上市以来最大规模融资纪录。在市场看来,此次融资大概率是投向公司的智能电动汽车业务。证券之星注意到,目前公司的汽车处于平均每卖出一辆车亏损约4.5万元的状态。在公司加速扩张产能以及新能源汽车行业“淘汰赛”加剧的背景下,资金储备成为其生存的关键。手机业务作为公司的基本盘,其营收虽在去年实现稳步增长,但出货量却跌出市场前五,且公司持续推进的高端化战略成效有限。目前,公司正在加速AI布局,但其在AI技术创新和技术层面仍待突破。01.折价配股输血造车,股价大跌创成交天量公告显示,小米集团此次配售股份占公司现有已发行股本约3.2%,配售价为53.25港元/股,与公告前一日收盘价57港元/股相比,折价约6.6%。同时,公司披露了最新的股权架构。截至3月25日,雷军持有小米集团24.1%的股份,其他股东持股比例为75.9%。上述配售事项完成后,雷军的持股比例将降为23.4%,承配人的持股比例为3.1%,其他股东的持股比例降为73.6%。小米集团拟将本次配售及认购事项所得款项的净额,用于加速业务扩张、研发投资以进一步提升科技实力,以及其他一般公司用途。在市场看来,此次融资大概率是投向公司的智能电动汽车业务。结合业务来看,小米集团2024年实现交付SU7新车13.69万辆,同时公司将扩厂产能,2025全年交付目标提升至35万辆。收入层面,公司的智能电动汽车等创新业务分部总收入在2024年为328亿元,经调整净亏损为62亿元,相当于每卖出一辆车亏损约4.5万元。随着交付目标的提升,亏损金额可能会进一步扩大,公司需要资金支持以确保产能扩张和持续运营。需要指出的是,新能源汽车行业已进入“淘汰赛”阶段,资金储备成为车企生存的关键。国际智能运载科技协会秘书长、黄河科技学院客座教授张翔对《第一财经》表示,目前新能源汽车行业处于洗牌阶段,玩家较多,仍聚焦于内卷式价格战的早期阶段。未来行业逐渐步入成熟期,新能源车企数量将会精简,不会维持目前几十家车企的局面,因此2025年可能仍有车企将会出局。小米集团此次配售资金的另一重要用途是研发投资。2024年,公司的研发开支同比增长25.9%,达241亿元,主要是智能电动汽车等创新业务相关的开支增加。此外,小米创始人、董事长兼CEO雷军在小米15 Ultra发布会上曾表示,公司在2025年研发预算将超过300亿元。截至2024年末,小米集团的现金及现金等价物为337亿元。考虑到公司业务扩张和研发投入,其账上资金可能无法满足上述需求。证券之星注意到,公告发布后,3月25日开盘,小米集团股价走低,截至收盘,公司股价报收53.4港元/股,跌6.32%,成交额达718亿港元,创下历史新高。02.出货量跌出前五,高端化战略成效有限2024全年,小米集团实现营收3659亿元,同比增长35%;全年经调整净利润达272亿元,同比增长41.3%。聚焦于公司的手机业务,2024年,公司的智能手机收入为1918亿元,智能手机出货量为1.69亿台,同比均实现不同程度的增长。同时,公司智能手机的平均售价(ASP)由去年的每台1081.7元增至2024年的每台1138.2元,同比增长5.2%。证券之星注意到,虽然公司手机业务在业绩层面表现不俗,但从全球出货量来看,公司掉出榜单前五。据Canalys发布的2024年中国大陆智能手机全年出货量数据显示,排名前五的厂商分别为vivo、华为、苹果、OPPO和荣耀,小米未能上榜。这一现象的背后,是2024年华为的强势回归,竞争格局发生了变化,曾经排名第五的小米跌出榜单。在手机业务上,以性价比著称的小米手机近年来一直在实施高端化战略。公司在2024年财报提及,公司3000元以上的“高端”智能手机出货量占其总体出货量的比例达到了23.3%,同比提升3个百分点。在大陆地区4000-5000元价位段的智能手机市占率达到24.3%。不过,产业评论人张书乐指出,小米手机所谓的“高端”,就总体产品来看,更多像是在做中端机里的高端平替。在他看来,不管是品牌还是手机形态上都把高端化架势摆出来的华为,小米依然很难给用户带来明显的高端感受,至少与其他友商相比,区别不大。证券之星注意到,今年2月,小米15 Ultra以6499元起售价冲击高端市场。据了解,该款手机在保持旗舰级性能的同时,搭载Leica四摄镜头系统,为用户带来顶级影像体验,但有数码博主反映该手机存在夜景糊片、散热不足、澎湃OS系统Bug频发等五大问题。此外,在毛利率指标上,高端化战略的实施并未提升公司手机业务的毛利率。2024年,公司该业务毛利率由2023年的14.6%降至2024年的12.6%。对此,公司称主要是核心零部件价格上升所致。03.加码AI开发,多场景生态协同仍需努力中国智能手机市场已全面进入存量竞争时代,各大厂商纷纷将AI技术视为破局的关键。2024年以来,手机厂商们在AI领域上不再一味比拼大模型参数,而是转向更具体的应用场景落地。在IDC中国研究经理郭天翔看来,现在各个厂商正在试图推动AI手机进入第二阶段,即未来手机通过内置本地化的端侧模型,实现对用户更好地个性化服务,包括一些信息的整合和关联、处理。目前,小米集团正在将AI能力逐步应用于智能手机、智能电动汽车和智能家居等产品中,为“人车家生态”战略赋能。同时,公司正在不断加大在AI上的投入。在2024年电话会上,总裁卢伟冰表示将投入总研发经费的1/4,大约70亿至80亿左右到AI中。但有分析指出,在AI创新能力上,小米集团尚未有明确解法,小米15旗舰机搭载的AI功能,仍局限于写作、识音等基础层面。相比之下,荣耀的Magic OS 9.0的YOYO智能体已能通过语音实现点外卖等功能,而OPPO的Find X8 Pro则通过ColorOS 15提供一键问屏的功能,解决了用户的搜索需求。不仅如此,公司的超级小爱AI助手还曾出现“翻车”。在去年年底的小米年度总结直播中,卢伟冰展示小米手机的超级小爱功能时,出现唤醒失败、语音指令无响应、无法语音发微博等问题,反映出其在智能性、稳定性、响应速度上尚存不足。在这一背景下,小米集团构建真正的多场景智能协同生态,仍需努力。(本文首发证券之星,作者|李若菡)- End -原文标题 : 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最近尝试在用deepseek分析小米的股价,非常惊讶deepseek的结论竟和我的看法不谋而合,而且deepseek还能把具体估值锚定点给详细写出来,还没破万亿的时候问deepseek就说乐观情况下是1.5万亿。","text":"$小米集团-W(01810)$ 最近尝试在用deepseek分析小米的股价,非常惊讶deepseek的结论竟和我的看法不谋而合,而且deepseek还能把具体估值锚定点给详细写出来,还没破万亿的时候问deepseek就说乐观情况下是1.5万亿。","images":[{"img":"https://static.tigerbbs.com/6f4c30ecc9be33f8fb4569fd70040f3d","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/402167254470960","isVote":1,"tweetType":1,"viewCount":12479,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4142416961445330","authorId":"4142416961445330","name":"尖沙咀啵嘴","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4142416961445330","authorIdStr":"4142416961445330"},"content":"deepseek太高端了","text":"deepseek太高端了","html":"deepseek太高端了"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":397745008566776,"gmtCreate":1738128001101,"gmtModify":1738128002686,"author":{"id":"3496190328365147","authorId":"3496190328365147","name":"samuel_gor","avatar":"https://static.tigerbbs.com/9cf847386065664b52e37f713a9ac69c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496190328365147","authorIdStr":"3496190328365147"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 小米美股adr昨夜大涨6%,市值达到9941亿港币,相对港股溢价4%,节后大家等着数钱了。小米拥有ai手机、智能驾驶、智能家居、人车家生态,具备任何车企手机厂商家居厂商都没有的生态,拥有最大的ai应用场景,从这个角度来说,市值达到1.5万亿是很轻松的。昨晚阿里巴巴发布大模型,也大涨6%,这一波中国资产重估,小米将是最主要的受益者","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 小米美股adr昨夜大涨6%,市值达到9941亿港币,相对港股溢价4%,节后大家等着数钱了。小米拥有ai手机、智能驾驶、智能家居、人车家生态,具备任何车企手机厂商家居厂商都没有的生态,拥有最大的ai应用场景,从这个角度来说,市值达到1.5万亿是很轻松的。昨晚阿里巴巴发布大模型,也大涨6%,这一波中国资产重估,小米将是最主要的受益者","text":"$小米集团-W(01810)$ 小米美股adr昨夜大涨6%,市值达到9941亿港币,相对港股溢价4%,节后大家等着数钱了。小米拥有ai手机、智能驾驶、智能家居、人车家生态,具备任何车企手机厂商家居厂商都没有的生态,拥有最大的ai应用场景,从这个角度来说,市值达到1.5万亿是很轻松的。昨晚阿里巴巴发布大模型,也大涨6%,这一波中国资产重估,小米将是最主要的受益者","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/397745008566776","isVote":1,"tweetType":1,"viewCount":8110,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087883810201120","authorId":"4087883810201120","name":"囤票","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"4087883810201120","authorIdStr":"4087883810201120"},"content":"Deepseek 这种便宜的模型横空出世无疑利好小米这种本不需要又不得不加入ai军备竞赛的公司,大幅削减资本投入的预期","text":"Deepseek 这种便宜的模型横空出世无疑利好小米这种本不需要又不得不加入ai军备竞赛的公司,大幅削减资本投入的预期","html":"Deepseek 这种便宜的模型横空出世无疑利好小米这种本不需要又不得不加入ai军备竞赛的公司,大幅削减资本投入的预期"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395136413225552,"gmtCreate":1737479328971,"gmtModify":1737484658336,"author":{"id":"3496190328365147","authorId":"3496190328365147","name":"samuel_gor","avatar":"https://static.tigerbbs.com/9cf847386065664b52e37f713a9ac69c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496190328365147","authorIdStr":"3496190328365147"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3516010337899353\">@Sagero</a>:蔚来哪点技术比小米汽车强?大家都是集成商,核心零部件重合度挺高的//<a href=\"https://laohu8.com/U/3516010337899353\">@Sagero</a>:小米还在预研的技术,蔚来已经量产了,你说有没有用呢[贱笑]//<a href=\"https://laohu8.com/U/3461717624192058\">@dominic821</a>:蔚来没有任何小米需要的资源和技术,雷军宁可给蔚来追加投资续命,也不可能用小米收购蔚来。","listText":"Replying to <a href=\"https://laohu8.com/U/3516010337899353\">@Sagero</a>:蔚来哪点技术比小米汽车强?大家都是集成商,核心零部件重合度挺高的//<a href=\"https://laohu8.com/U/3516010337899353\">@Sagero</a>:小米还在预研的技术,蔚来已经量产了,你说有没有用呢[贱笑]//<a href=\"https://laohu8.com/U/3461717624192058\">@dominic821</a>:蔚来没有任何小米需要的资源和技术,雷军宁可给蔚来追加投资续命,也不可能用小米收购蔚来。","text":"Replying to @Sagero:蔚来哪点技术比小米汽车强?大家都是集成商,核心零部件重合度挺高的//@Sagero:小米还在预研的技术,蔚来已经量产了,你说有没有用呢[贱笑]//@dominic821:蔚来没有任何小米需要的资源和技术,雷军宁可给蔚来追加投资续命,也不可能用小米收购蔚来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395136413225552","isVote":1,"tweetType":1,"viewCount":3004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393283900866944,"gmtCreate":1737038425210,"gmtModify":1737038427148,"author":{"id":"3496190328365147","authorId":"3496190328365147","name":"samuel_gor","avatar":"https://static.tigerbbs.com/9cf847386065664b52e37f713a9ac69c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496190328365147","authorIdStr":"3496190328365147"},"themes":[],"htmlText":"是的,就是明牌,当年买茅台也是明牌","listText":"是的,就是明牌,当年买茅台也是明牌","text":"是的,就是明牌,当年买茅台也是明牌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393283900866944","isVote":1,"tweetType":1,"viewCount":1531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393076709380664,"gmtCreate":1737010170849,"gmtModify":1737010172926,"author":{"id":"3496190328365147","authorId":"3496190328365147","name":"samuel_gor","avatar":"https://static.tigerbbs.com/9cf847386065664b52e37f713a9ac69c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3496190328365147","authorIdStr":"3496190328365147"},"themes":[],"htmlText":"有问题吧?小米不是排名第二","listText":"有问题吧?小米不是排名第二","text":"有问题吧?小米不是排名第二","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393076709380664","repostId":"2503934319","repostType":2,"repost":{"id":"2503934319","kind":"news","pubTimestamp":1737000180,"share":"https://www.laohu8.com/m/news/2503934319?lang=zh_CN&edition=full","pubTime":"2025-01-16 12:03","market":"hk","language":"zh","title":"vivo拿下2024年中国智能手机出货量第一,小米未进前五","url":"https://stock-news.laohu8.com/highlight/detail?id=2503934319","media":"红星资本局","summary":"vivo以17%份额领跑全年市场,出货量达4930万台。2024年第四季度,受益于高端旺季、备货国补、年末促销的势能释放,中国智能手机市场的增长率为5%,出货量为7740万台。同时,全球市场方面,根据IDC数据显示,全球智能手机市场出现了强劲复苏,2024年第四季度全球智能手机出货量同比增长2.4%,达到3.317亿部,连续第六个季度保持增长。","content":"<html><body><article><p>红星资本局1月16日消息,据Canalys数据显示,2024年,中国智能手机市场全年出货量迎来复苏,达2.85亿台,同比增长4%。vivo以17%份额领跑全年市场,出货量达4930万台。华为排名第二,<span>出货</span>4600万台,同比增长37%。</p><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>、OPPO、荣耀紧随其后,分别排名第三、第四、第五,市场份额均为15%,凸显了竞争的白热化,小米未进入前五。2024年第四季度,受益于高端旺季、备货国补、年末促销的势能释放,中国智能手机市场的增长率为5%,出货量为7740万台。</p><p>同时,全球市场方面,根据IDC数据显示,全球智能手机市场出现了强劲复苏,2024年第四季度全球智能手机出货量同比增长2.4%,达到3.317亿部,连续第六个季度保持增长。2024年全年同比增长6.4%,出货量达到12.4亿部。</p><p>2024年第四季度全球出货量,IDC数据显示,苹果约为7690万台,同比减少4.1%;<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>约为5170万台,同比减少2.7%;小米约为4270万台,同比增长4.8%;传音约为2720万台,同比减少3.4%;vivo约为2710万台,同比增长12.7%。市占率方面,苹果、三星均下滑。</p><p>IDC EMEA终端设备副总裁Francisco Jeronimo指出,中国的智能手机厂商在2024年第四季度实现了一个历史性的里程碑,单季度总出货量达到了前所未有的高点,第四季度占全球智能手机的56%。虽然他们的核心市场仍然是中国和整个亚洲,但得益于其低端和中端产品的强劲表现,这些品牌正在迅速扩大其在欧洲和非洲的影响力。</p><p>(文章来源:红星资本局)</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>vivo拿下2024年中国智能手机出货量第一,小米未进前五</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nvivo拿下2024年中国智能手机出货量第一,小米未进前五\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-16 12:03 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250116122803960577ba&s=b><strong>红星资本局</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>红星资本局1月16日消息,据Canalys数据显示,2024年,中国智能手机市场全年出货量迎来复苏,达2.85亿台,同比增长4%。vivo以17%份额领跑全年市场,出货量达4930万台。华为排名第二,出货4600万台,同比增长37%。苹果、OPPO、荣耀紧随其后,分别排名第三、第四、第五,市场份额均为15%,凸显了竞争的白热化,小米未进入前五。2024年第四季度,受益于高端旺季、备货国补、年末促销...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250116122803960577ba&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","XIACY":"小米集团ADR","BK1521":"挪威政府全球养老基金持仓","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","BK1506":"5G概念","01810":"小米集团-W","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) 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我在小米生态链企业呆过,我们和小米有共同对外投资过企业,哪怕是200万的投资金额都需要雷军过审,因此昨天这个回购绝对是经过雷军的同意的,这代表了雷军对小米的股价非常有信心。小米的供应链整合能力非常强,我个人认为小米25年汽车交付量肯定会超过30万,结合目前手机、空调、电视等产品的成功,小米在各个领域都追上了相应的龙头老大如苹果、格力、三星、华为问界,但小米的人车家生态实现打通又是他们这几家不具备的,大家眼光可以放长远一点,小米中期肯定是1.5万亿-2万亿市值的企业。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390521365053984","isVote":1,"tweetType":1,"viewCount":3791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":397745008566776,"gmtCreate":1738128001101,"gmtModify":1738128002686,"author":{"id":"3496190328365147","authorId":"3496190328365147","name":"samuel_gor","avatar":"https://static.tigerbbs.com/9cf847386065664b52e37f713a9ac69c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496190328365147","idStr":"3496190328365147"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 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小米美股adr昨夜大涨6%,市值达到9941亿港币,相对港股溢价4%,节后大家等着数钱了。小米拥有ai手机、智能驾驶、智能家居、人车家生态,具备任何车企手机厂商家居厂商都没有的生态,拥有最大的ai应用场景,从这个角度来说,市值达到1.5万亿是很轻松的。昨晚阿里巴巴发布大模型,也大涨6%,这一波中国资产重估,小米将是最主要的受益者","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/397745008566776","isVote":1,"tweetType":1,"viewCount":8110,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087883810201120","authorId":"4087883810201120","name":"囤票","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4087883810201120","idStr":"4087883810201120"},"content":"Deepseek 这种便宜的模型横空出世无疑利好小米这种本不需要又不得不加入ai军备竞赛的公司,大幅削减资本投入的预期","text":"Deepseek 这种便宜的模型横空出世无疑利好小米这种本不需要又不得不加入ai军备竞赛的公司,大幅削减资本投入的预期","html":"Deepseek 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最近尝试在用deepseek分析小米的股价,非常惊讶deepseek的结论竟和我的看法不谋而合,而且deepseek还能把具体估值锚定点给详细写出来,还没破万亿的时候问deepseek就说乐观情况下是1.5万亿。","images":[{"img":"https://static.tigerbbs.com/6f4c30ecc9be33f8fb4569fd70040f3d","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/402167254470960","isVote":1,"tweetType":1,"viewCount":12479,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4142416961445330","authorId":"4142416961445330","name":"尖沙咀啵嘴","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4142416961445330","idStr":"4142416961445330"},"content":"deepseek太高端了","text":"deepseek太高端了","html":"deepseek太高端了"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":406013176709432,"gmtCreate":1740151282998,"gmtModify":1740151285505,"author":{"id":"3496190328365147","authorId":"3496190328365147","name":"samuel_gor","avatar":"https://static.tigerbbs.com/9cf847386065664b52e37f713a9ac69c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496190328365147","idStr":"3496190328365147"},"themes":[],"htmlText":"期权亏了,后来改成窝轮而且关注到小米汽车销量增长很猛,就上了小米窝轮。小米是全球范围内唯一一家打通人车家生态的,汽车后面又会进一步反哺手机、家电、其他智能硬件产品,未来非常可期","listText":"期权亏了,后来改成窝轮而且关注到小米汽车销量增长很猛,就上了小米窝轮。小米是全球范围内唯一一家打通人车家生态的,汽车后面又会进一步反哺手机、家电、其他智能硬件产品,未来非常可期","text":"期权亏了,后来改成窝轮而且关注到小米汽车销量增长很猛,就上了小米窝轮。小米是全球范围内唯一一家打通人车家生态的,汽车后面又会进一步反哺手机、家电、其他智能硬件产品,未来非常可期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/406013176709432","isVote":1,"tweetType":1,"viewCount":5942,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3442395379073559","authorId":"3442395379073559","name":"yuliu","avatar":"https://static.laohu8.com/c1f89d13d5d3dc286fb98eb868a61e92","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3442395379073559","idStr":"3442395379073559"},"content":"只要跟特使拉一样 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10:54","market":"hk","language":"zh","title":"小米集团:折价配股豪赌造车,手机高端化形象难塑","url":"https://stock-news.laohu8.com/highlight/detail?id=2522399488","media":"Ofweek维科网","summary":"3月25日,小米集团在港交所公告称,公司拟配售8亿股现有股份,预计筹资净额约425亿港元,创自上市以来最大规模融资纪录。截至3月25日,雷军持有小米集团24.1%的股份,其他股东持股比例为75.9%。小米集团此次配售资金的另一重要用途是研发投资。截至2024年末,小米集团的现金及现金等价物为337亿元。在手机业务上,以性价比著称的小米手机近年来一直在实施高端化战略。- End -原文标题 : 小米集团:折价配股豪赌造车,手机高端化形象难塑","content":"<html><body><article><p>3月25日,小米集团(01810.HK)在港交所公告称,公司拟配售8亿股现有股份,预计筹资净额约425亿港元,创自上市以来最大规模融资纪录。在市场看来,此次融资大概率是投向公司的智能电动汽车业务。</p><p>证券之星注意到,目前公司的汽车处于平均每卖出一辆车亏损约4.5万元的状态。在公司加速扩张产能以及新能源汽车行业“淘汰赛”加剧的背景下,资金储备成为其生存的关键。</p><p>手机业务作为公司的基本盘,其营收虽在去年实现稳步增长,但出货量却跌出市场前五,且公司持续推进的高端化战略成效有限。目前,公司正在加速AI布局,但其在AI技术创新和技术层面仍待突破。</p><p><strong>01.</strong><strong>折价<span>配股</span>输血造车,股价大跌创成交天量</strong></p><p>公告显示,小米集团此次配售股份占公司现有已发行股本约3.2%,配售价为53.25港元/股,与公告前一日收盘价57港元/股相比,折价约6.6%。</p><p>同时,公司披露了最新的股权架构。截至3月25日,雷军持有小米集团24.1%的股份,其他股东持股比例为75.9%。上述配售事项完成后,雷军的持股比例将降为23.4%,承配人的持股比例为3.1%,其他股东的持股比例降为73.6%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250327105411430d206yvvtkxmnwe9\"/><p>小米集团拟将本次配售及认购事项所得款项的净额,用于加速业务扩张、研发投资以进一步提升科技实力,以及其他一般公司用途。在市场看来,此次融资大概率是投向公司的智能电动汽车业务。</p><p>结合业务来看,小米集团2024年实现交付SU7新车13.69万辆,同时公司将扩厂产能,2025全年交付目标提升至35万辆。收入层面,公司的智能电动汽车等创新业务分部总收入在2024年为328亿元,经调整净亏损为62亿元,相当于每卖出一辆车亏损约4.5万元。随着交付目标的提升,亏损金额可能会进一步扩大,公司需要资金支持以确保产能扩张和持续运营。</p><p>需要指出的是,新能源汽车行业已进入“淘汰赛”阶段,资金储备成为车企生存的关键。</p><p>国际智能运载科技协会秘书长、黄河科技学院客座教授张翔对《第一财经》表示,目前新能源汽车行业处于洗牌阶段,玩家较多,仍聚焦于内卷式价格战的早期阶段。未来行业逐渐步入成熟期,新能源车企数量将会精简,不会维持目前几十家车企的局面,因此2025年可能仍有车企将会出局。</p><p>小米集团此次配售资金的另一重要用途是研发投资。2024年,公司的研发开支同比增长25.9%,达241亿元,主要是智能电动汽车等创新业务相关的开支增加。此外,小米创始人、董事长兼CEO雷军在小米15 Ultra发布会上曾表示,公司在2025年研发预算将超过300亿元。</p><p>截至2024年末,小米集团的<span>现金及现金等价物</span>为337亿元。考虑到公司业务扩张和研发投入,其账上资金可能无法满足上述需求。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250327105414285d206l1178w2lua0\"/><p>证券之星注意到,公告发布后,3月25日开盘,小米集团股价走低,截至收盘,公司股价报收53.4港元/股,跌6.32%,成交额达718亿港元,创下历史新高。</p><p><strong>02.</strong><strong>出货量跌出前五,高端化战略成效有限</strong></p><p>2024全年,小米集团实现营收3659亿元,同比增长35%;全年经调整<span>净利润</span>达272亿元,同比增长41.3%。</p><p>聚焦于公司的手机业务,2024年,公司的智能手机收入为1918亿元,智能手机出货量为1.69亿台,同比均实现不同程度的增长。同时,公司智能手机的平均售价(ASP)由去年的每台1081.7元增至2024年的每台1138.2元,同比增长5.2%。</p><p>证券之星注意到,虽然公司手机业务在业绩层面表现不俗,但从全球出货量来看,</p><p>公司掉出榜单前五。据Canalys发布的2024年中国大陆智能手机全年出货量数据显示,排名前五的厂商分别为vivo、华为、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、OPPO和荣耀,小米未能上榜。</p><p>这一现象的背后,是2024年华为的强势回归,竞争格局发生了变化,曾经排名第五的小米跌出榜单。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member25641/202503/wx_article__20a40dcdd3a10fb28ed18bff3f29d6c8.jpg\"/><p>在手机业务上,以性价比著称的小米手机近年来一直在实施高端化战略。公司在2024年财报提及,公司3000元以上的“高端”智能手机出货量占其总体出货量的比例达到了23.3%,同比提升3个百分点。在大陆地区4000-5000元价位段的智能手机市占率达到24.3%。</p><p>不过,产业评论人张书乐指出,小米手机所谓的“高端”,就总体产品来看,更多像是在做中端机里的高端平替。在他看来,不管是品牌还是手机形态上都把高端化架势摆出来的华为,小米依然很难给用户带来明显的高端感受,至少与其他友商相比,区别不大。</p><p>证券之星注意到,今年2月,小米15 Ultra以6499元起售价冲击高端市场。据了解,该款手机在保持旗舰级性能的同时,搭载Leica四摄镜头系统,为用户带来顶级影像体验,但有数码博主反映该手机存在夜景糊片、散热不足、澎湃OS系统Bug频发等五大问题。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250327105449756d206sj6c19f6wrq\"/><p>此外,在毛利率指标上,高端化战略的实施并未提升公司手机业务的毛利率。2024年,公司该业务毛利率由2023年的14.6%降至2024年的12.6%。对此,公司称主要是核心零部件价格上升所致。</p><p><strong>03.</strong><strong>加码AI开发,多场景生态协同仍需努力</strong></p><p>中国智能手机市场已全面进入存量竞争时代,各大厂商纷纷将AI技术视为破局的关键。</p><p>2024年以来,手机厂商们在AI领域上不再一味比拼大模型参数,而是转向更具体的应用场景落地。在IDC中国研究经理郭天翔看来,现在各个厂商正在试图推动AI手机进入第二阶段,即未来手机通过内置本地化的端侧模型,实现对用户更好地个性化服务,包括一些信息的整合和关联、处理。</p><p>目前,小米集团正在将AI能力逐步应用于智能手机、智能电动汽车和智能家居等产品中,为“人车家生态”战略赋能。同时,公司正在不断加大在AI上的投入。在2024年电话会上,总裁卢伟冰表示将投入总研发经费的1/4,大约70亿至80亿左右到AI中。</p><p>但有分析指出,在AI创新能力上,小米集团尚未有明确解法,小米15旗舰机搭载的AI功能,仍局限于写作、识音等基础层面。相比之下,荣耀的Magic OS 9.0的YOYO智能体已能通过语音实现点外卖等功能,而OPPO的Find X8 Pro则通过ColorOS 15提供一键问屏的功能,解决了用户的搜索需求。</p><p>不仅如此,公司的超级小爱AI助手还曾出现“翻车”。在去年年底的小米年度总结直播中,卢伟冰展示小米手机的超级小爱功能时,出现唤醒失败、语音指令无响应、无法语音发微博等问题,反映出其在智能性、稳定性、响应速度上尚存不足。在这一背景下,小米集团构建真正的多场景智能协同生态,仍需努力。(本文首发证券之星,作者|李若菡)</p><p>- End -</p><p>原文标题 : 小米集团:折价配股豪赌造车,手机高端化形象难塑</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米集团:折价配股豪赌造车,手机高端化形象难塑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-27 10:54 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202503271054559724acd7&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月25日,小米集团(01810.HK)在港交所公告称,公司拟配售8亿股现有股份,预计筹资净额约425亿港元,创自上市以来最大规模融资纪录。在市场看来,此次融资大概率是投向公司的智能电动汽车业务。证券之星注意到,目前公司的汽车处于平均每卖出一辆车亏损约4.5万元的状态。在公司加速扩张产能以及新能源汽车行业“淘汰赛”加剧的背景下,资金储备成为其生存的关键。手机业务作为公司的基本盘,其营收虽在去年实现...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202503271054559724acd7&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","BK1506":"5G概念","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0823426480.USD":"法巴中国股票经典Dis","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202503271054559724acd7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2522399488","content_text":"3月25日,小米集团(01810.HK)在港交所公告称,公司拟配售8亿股现有股份,预计筹资净额约425亿港元,创自上市以来最大规模融资纪录。在市场看来,此次融资大概率是投向公司的智能电动汽车业务。证券之星注意到,目前公司的汽车处于平均每卖出一辆车亏损约4.5万元的状态。在公司加速扩张产能以及新能源汽车行业“淘汰赛”加剧的背景下,资金储备成为其生存的关键。手机业务作为公司的基本盘,其营收虽在去年实现稳步增长,但出货量却跌出市场前五,且公司持续推进的高端化战略成效有限。目前,公司正在加速AI布局,但其在AI技术创新和技术层面仍待突破。01.折价配股输血造车,股价大跌创成交天量公告显示,小米集团此次配售股份占公司现有已发行股本约3.2%,配售价为53.25港元/股,与公告前一日收盘价57港元/股相比,折价约6.6%。同时,公司披露了最新的股权架构。截至3月25日,雷军持有小米集团24.1%的股份,其他股东持股比例为75.9%。上述配售事项完成后,雷军的持股比例将降为23.4%,承配人的持股比例为3.1%,其他股东的持股比例降为73.6%。小米集团拟将本次配售及认购事项所得款项的净额,用于加速业务扩张、研发投资以进一步提升科技实力,以及其他一般公司用途。在市场看来,此次融资大概率是投向公司的智能电动汽车业务。结合业务来看,小米集团2024年实现交付SU7新车13.69万辆,同时公司将扩厂产能,2025全年交付目标提升至35万辆。收入层面,公司的智能电动汽车等创新业务分部总收入在2024年为328亿元,经调整净亏损为62亿元,相当于每卖出一辆车亏损约4.5万元。随着交付目标的提升,亏损金额可能会进一步扩大,公司需要资金支持以确保产能扩张和持续运营。需要指出的是,新能源汽车行业已进入“淘汰赛”阶段,资金储备成为车企生存的关键。国际智能运载科技协会秘书长、黄河科技学院客座教授张翔对《第一财经》表示,目前新能源汽车行业处于洗牌阶段,玩家较多,仍聚焦于内卷式价格战的早期阶段。未来行业逐渐步入成熟期,新能源车企数量将会精简,不会维持目前几十家车企的局面,因此2025年可能仍有车企将会出局。小米集团此次配售资金的另一重要用途是研发投资。2024年,公司的研发开支同比增长25.9%,达241亿元,主要是智能电动汽车等创新业务相关的开支增加。此外,小米创始人、董事长兼CEO雷军在小米15 Ultra发布会上曾表示,公司在2025年研发预算将超过300亿元。截至2024年末,小米集团的现金及现金等价物为337亿元。考虑到公司业务扩张和研发投入,其账上资金可能无法满足上述需求。证券之星注意到,公告发布后,3月25日开盘,小米集团股价走低,截至收盘,公司股价报收53.4港元/股,跌6.32%,成交额达718亿港元,创下历史新高。02.出货量跌出前五,高端化战略成效有限2024全年,小米集团实现营收3659亿元,同比增长35%;全年经调整净利润达272亿元,同比增长41.3%。聚焦于公司的手机业务,2024年,公司的智能手机收入为1918亿元,智能手机出货量为1.69亿台,同比均实现不同程度的增长。同时,公司智能手机的平均售价(ASP)由去年的每台1081.7元增至2024年的每台1138.2元,同比增长5.2%。证券之星注意到,虽然公司手机业务在业绩层面表现不俗,但从全球出货量来看,公司掉出榜单前五。据Canalys发布的2024年中国大陆智能手机全年出货量数据显示,排名前五的厂商分别为vivo、华为、苹果、OPPO和荣耀,小米未能上榜。这一现象的背后,是2024年华为的强势回归,竞争格局发生了变化,曾经排名第五的小米跌出榜单。在手机业务上,以性价比著称的小米手机近年来一直在实施高端化战略。公司在2024年财报提及,公司3000元以上的“高端”智能手机出货量占其总体出货量的比例达到了23.3%,同比提升3个百分点。在大陆地区4000-5000元价位段的智能手机市占率达到24.3%。不过,产业评论人张书乐指出,小米手机所谓的“高端”,就总体产品来看,更多像是在做中端机里的高端平替。在他看来,不管是品牌还是手机形态上都把高端化架势摆出来的华为,小米依然很难给用户带来明显的高端感受,至少与其他友商相比,区别不大。证券之星注意到,今年2月,小米15 Ultra以6499元起售价冲击高端市场。据了解,该款手机在保持旗舰级性能的同时,搭载Leica四摄镜头系统,为用户带来顶级影像体验,但有数码博主反映该手机存在夜景糊片、散热不足、澎湃OS系统Bug频发等五大问题。此外,在毛利率指标上,高端化战略的实施并未提升公司手机业务的毛利率。2024年,公司该业务毛利率由2023年的14.6%降至2024年的12.6%。对此,公司称主要是核心零部件价格上升所致。03.加码AI开发,多场景生态协同仍需努力中国智能手机市场已全面进入存量竞争时代,各大厂商纷纷将AI技术视为破局的关键。2024年以来,手机厂商们在AI领域上不再一味比拼大模型参数,而是转向更具体的应用场景落地。在IDC中国研究经理郭天翔看来,现在各个厂商正在试图推动AI手机进入第二阶段,即未来手机通过内置本地化的端侧模型,实现对用户更好地个性化服务,包括一些信息的整合和关联、处理。目前,小米集团正在将AI能力逐步应用于智能手机、智能电动汽车和智能家居等产品中,为“人车家生态”战略赋能。同时,公司正在不断加大在AI上的投入。在2024年电话会上,总裁卢伟冰表示将投入总研发经费的1/4,大约70亿至80亿左右到AI中。但有分析指出,在AI创新能力上,小米集团尚未有明确解法,小米15旗舰机搭载的AI功能,仍局限于写作、识音等基础层面。相比之下,荣耀的Magic OS 9.0的YOYO智能体已能通过语音实现点外卖等功能,而OPPO的Find X8 Pro则通过ColorOS 15提供一键问屏的功能,解决了用户的搜索需求。不仅如此,公司的超级小爱AI助手还曾出现“翻车”。在去年年底的小米年度总结直播中,卢伟冰展示小米手机的超级小爱功能时,出现唤醒失败、语音指令无响应、无法语音发微博等问题,反映出其在智能性、稳定性、响应速度上尚存不足。在这一背景下,小米集团构建真正的多场景智能协同生态,仍需努力。(本文首发证券之星,作者|李若菡)- End -原文标题 : 小米集团:折价配股豪赌造车,手机高端化形象难塑","news_type":1,"symbols_score_info":{"81810":0.6,"XIACY":0.6,"01810":0.9,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414871170711968,"gmtCreate":1742305980753,"gmtModify":1742305983014,"author":{"id":"3496190328365147","authorId":"3496190328365147","name":"samuel_gor","avatar":"https://static.tigerbbs.com/9cf847386065664b52e37f713a9ac69c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496190328365147","idStr":"3496190328365147"},"themes":[],"htmlText":"都是杠精键盘侠,赚不到几个钱每天做t赚1-2个点觉得自己是二级市场之王","listText":"都是杠精键盘侠,赚不到几个钱每天做t赚1-2个点觉得自己是二级市场之王","text":"都是杠精键盘侠,赚不到几个钱每天做t赚1-2个点觉得自己是二级市场之王","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414871170711968","isVote":1,"tweetType":1,"viewCount":2000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414872976212272,"gmtCreate":1742305930450,"gmtModify":1742305932899,"author":{"id":"3496190328365147","authorId":"3496190328365147","name":"samuel_gor","avatar":"https://static.tigerbbs.com/9cf847386065664b52e37f713a9ac69c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496190328365147","idStr":"3496190328365147"},"themes":[],"htmlText":"隐忧就别买,还价值投资为王,别侮辱这名字","listText":"隐忧就别买,还价值投资为王,别侮辱这名字","text":"隐忧就别买,还价值投资为王,别侮辱这名字","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414872976212272","isVote":1,"tweetType":1,"viewCount":2454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405655264579896,"gmtCreate":1740063902107,"gmtModify":1740063904047,"author":{"id":"3496190328365147","authorId":"3496190328365147","name":"samuel_gor","avatar":"https://static.tigerbbs.com/9cf847386065664b52e37f713a9ac69c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496190328365147","idStr":"3496190328365147"},"themes":[],"htmlText":"明天突破50","listText":"明天突破50","text":"明天突破50","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405655264579896","repostId":"2512146441","repostType":2,"isVote":1,"tweetType":1,"viewCount":2065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405656422949120,"gmtCreate":1740063868926,"gmtModify":1740063871007,"author":{"id":"3496190328365147","authorId":"3496190328365147","name":"samuel_gor","avatar":"https://static.tigerbbs.com/9cf847386065664b52e37f713a9ac69c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496190328365147","idStr":"3496190328365147"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v> 中国ai宏观叙事第一阶段deepseek出圈爆红硅谷打破西方预期差,第二阶段苹果和阿里ai大模型合作西方重新评估中国资产,第三阶段腾讯接入deepseek,ai时代数据为王,全球最大的ai社交平台,西方公募基金提高中国资产配置比例,第四阶段小米汽车销量打败特斯拉,港股牛市贯穿2025年,第五阶段a股指数突破4000点[旺柴] 另外还有哪吒、悟空等事项让全球知道中国有能力创新!","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v> 中国ai宏观叙事第一阶段deepseek出圈爆红硅谷打破西方预期差,第二阶段苹果和阿里ai大模型合作西方重新评估中国资产,第三阶段腾讯接入deepseek,ai时代数据为王,全球最大的ai社交平台,西方公募基金提高中国资产配置比例,第四阶段小米汽车销量打败特斯拉,港股牛市贯穿2025年,第五阶段a股指数突破4000点[旺柴] 另外还有哪吒、悟空等事项让全球知道中国有能力创新!","text":"$小米集团-W(01810)$ 中国ai宏观叙事第一阶段deepseek出圈爆红硅谷打破西方预期差,第二阶段苹果和阿里ai大模型合作西方重新评估中国资产,第三阶段腾讯接入deepseek,ai时代数据为王,全球最大的ai社交平台,西方公募基金提高中国资产配置比例,第四阶段小米汽车销量打败特斯拉,港股牛市贯穿2025年,第五阶段a股指数突破4000点[旺柴] 另外还有哪吒、悟空等事项让全球知道中国有能力创新!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405656422949120","isVote":1,"tweetType":1,"viewCount":3156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395136413225552,"gmtCreate":1737479328971,"gmtModify":1737484658336,"author":{"id":"3496190328365147","authorId":"3496190328365147","name":"samuel_gor","avatar":"https://static.tigerbbs.com/9cf847386065664b52e37f713a9ac69c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496190328365147","idStr":"3496190328365147"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3516010337899353\">@Sagero</a>:蔚来哪点技术比小米汽车强?大家都是集成商,核心零部件重合度挺高的//<a href=\"https://laohu8.com/U/3516010337899353\">@Sagero</a>:小米还在预研的技术,蔚来已经量产了,你说有没有用呢[贱笑]//<a href=\"https://laohu8.com/U/3461717624192058\">@dominic821</a>:蔚来没有任何小米需要的资源和技术,雷军宁可给蔚来追加投资续命,也不可能用小米收购蔚来。","listText":"Replying to <a href=\"https://laohu8.com/U/3516010337899353\">@Sagero</a>:蔚来哪点技术比小米汽车强?大家都是集成商,核心零部件重合度挺高的//<a href=\"https://laohu8.com/U/3516010337899353\">@Sagero</a>:小米还在预研的技术,蔚来已经量产了,你说有没有用呢[贱笑]//<a href=\"https://laohu8.com/U/3461717624192058\">@dominic821</a>:蔚来没有任何小米需要的资源和技术,雷军宁可给蔚来追加投资续命,也不可能用小米收购蔚来。","text":"Replying to @Sagero:蔚来哪点技术比小米汽车强?大家都是集成商,核心零部件重合度挺高的//@Sagero:小米还在预研的技术,蔚来已经量产了,你说有没有用呢[贱笑]//@dominic821:蔚来没有任何小米需要的资源和技术,雷军宁可给蔚来追加投资续命,也不可能用小米收购蔚来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395136413225552","isVote":1,"tweetType":1,"viewCount":3004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393283900866944,"gmtCreate":1737038425210,"gmtModify":1737038427148,"author":{"id":"3496190328365147","authorId":"3496190328365147","name":"samuel_gor","avatar":"https://static.tigerbbs.com/9cf847386065664b52e37f713a9ac69c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496190328365147","idStr":"3496190328365147"},"themes":[],"htmlText":"是的,就是明牌,当年买茅台也是明牌","listText":"是的,就是明牌,当年买茅台也是明牌","text":"是的,就是明牌,当年买茅台也是明牌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393283900866944","isVote":1,"tweetType":1,"viewCount":1531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393076709380664,"gmtCreate":1737010170849,"gmtModify":1737010172926,"author":{"id":"3496190328365147","authorId":"3496190328365147","name":"samuel_gor","avatar":"https://static.tigerbbs.com/9cf847386065664b52e37f713a9ac69c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496190328365147","idStr":"3496190328365147"},"themes":[],"htmlText":"有问题吧?小米不是排名第二","listText":"有问题吧?小米不是排名第二","text":"有问题吧?小米不是排名第二","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393076709380664","repostId":"2503934319","repostType":2,"repost":{"id":"2503934319","kind":"news","pubTimestamp":1737000180,"share":"https://www.laohu8.com/m/news/2503934319?lang=zh_CN&edition=full","pubTime":"2025-01-16 12:03","market":"hk","language":"zh","title":"vivo拿下2024年中国智能手机出货量第一,小米未进前五","url":"https://stock-news.laohu8.com/highlight/detail?id=2503934319","media":"红星资本局","summary":"vivo以17%份额领跑全年市场,出货量达4930万台。2024年第四季度,受益于高端旺季、备货国补、年末促销的势能释放,中国智能手机市场的增长率为5%,出货量为7740万台。同时,全球市场方面,根据IDC数据显示,全球智能手机市场出现了强劲复苏,2024年第四季度全球智能手机出货量同比增长2.4%,达到3.317亿部,连续第六个季度保持增长。","content":"<html><body><article><p>红星资本局1月16日消息,据Canalys数据显示,2024年,中国智能手机市场全年出货量迎来复苏,达2.85亿台,同比增长4%。vivo以17%份额领跑全年市场,出货量达4930万台。华为排名第二,<span>出货</span>4600万台,同比增长37%。</p><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>、OPPO、荣耀紧随其后,分别排名第三、第四、第五,市场份额均为15%,凸显了竞争的白热化,小米未进入前五。2024年第四季度,受益于高端旺季、备货国补、年末促销的势能释放,中国智能手机市场的增长率为5%,出货量为7740万台。</p><p>同时,全球市场方面,根据IDC数据显示,全球智能手机市场出现了强劲复苏,2024年第四季度全球智能手机出货量同比增长2.4%,达到3.317亿部,连续第六个季度保持增长。2024年全年同比增长6.4%,出货量达到12.4亿部。</p><p>2024年第四季度全球出货量,IDC数据显示,苹果约为7690万台,同比减少4.1%;<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>约为5170万台,同比减少2.7%;小米约为4270万台,同比增长4.8%;传音约为2720万台,同比减少3.4%;vivo约为2710万台,同比增长12.7%。市占率方面,苹果、三星均下滑。</p><p>IDC EMEA终端设备副总裁Francisco Jeronimo指出,中国的智能手机厂商在2024年第四季度实现了一个历史性的里程碑,单季度总出货量达到了前所未有的高点,第四季度占全球智能手机的56%。虽然他们的核心市场仍然是中国和整个亚洲,但得益于其低端和中端产品的强劲表现,这些品牌正在迅速扩大其在欧洲和非洲的影响力。</p><p>(文章来源:红星资本局)</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>vivo拿下2024年中国智能手机出货量第一,小米未进前五</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nvivo拿下2024年中国智能手机出货量第一,小米未进前五\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-16 12:03 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250116122803960577ba&s=b><strong>红星资本局</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>红星资本局1月16日消息,据Canalys数据显示,2024年,中国智能手机市场全年出货量迎来复苏,达2.85亿台,同比增长4%。vivo以17%份额领跑全年市场,出货量达4930万台。华为排名第二,出货4600万台,同比增长37%。苹果、OPPO、荣耀紧随其后,分别排名第三、第四、第五,市场份额均为15%,凸显了竞争的白热化,小米未进入前五。2024年第四季度,受益于高端旺季、备货国补、年末促销...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250116122803960577ba&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","XIACY":"小米集团ADR","BK1521":"挪威政府全球养老基金持仓","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","BK1506":"5G概念","01810":"小米集团-W","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250116122803960577ba&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2503934319","content_text":"红星资本局1月16日消息,据Canalys数据显示,2024年,中国智能手机市场全年出货量迎来复苏,达2.85亿台,同比增长4%。vivo以17%份额领跑全年市场,出货量达4930万台。华为排名第二,出货4600万台,同比增长37%。苹果、OPPO、荣耀紧随其后,分别排名第三、第四、第五,市场份额均为15%,凸显了竞争的白热化,小米未进入前五。2024年第四季度,受益于高端旺季、备货国补、年末促销的势能释放,中国智能手机市场的增长率为5%,出货量为7740万台。同时,全球市场方面,根据IDC数据显示,全球智能手机市场出现了强劲复苏,2024年第四季度全球智能手机出货量同比增长2.4%,达到3.317亿部,连续第六个季度保持增长。2024年全年同比增长6.4%,出货量达到12.4亿部。2024年第四季度全球出货量,IDC数据显示,苹果约为7690万台,同比减少4.1%;三星约为5170万台,同比减少2.7%;小米约为4270万台,同比增长4.8%;传音约为2720万台,同比减少3.4%;vivo约为2710万台,同比增长12.7%。市占率方面,苹果、三星均下滑。IDC EMEA终端设备副总裁Francisco Jeronimo指出,中国的智能手机厂商在2024年第四季度实现了一个历史性的里程碑,单季度总出货量达到了前所未有的高点,第四季度占全球智能手机的56%。虽然他们的核心市场仍然是中国和整个亚洲,但得益于其低端和中端产品的强劲表现,这些品牌正在迅速扩大其在欧洲和非洲的影响力。(文章来源:红星资本局)","news_type":1,"symbols_score_info":{"81810":0.6,"XIACY":0.6,"01810":1}},"isVote":1,"tweetType":1,"viewCount":1693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}