小米：要造车？还得再等等

极客公园2021-02-19

年轻人的第一辆电动车，可能就要来了？ 2 月 19 日，据《晚点 LatePost》消息，小米已确定造车，并视其为战略级决策，具体形式和路径还未确定，或许仍有变数。一位知情人士称，小米造车或将由小米集团创始人雷军亲自带队。在过去一段时间里也时不时有小米造车的传闻爆出。早在去年年末，就曾有小米将联合比亚迪推出新车的传闻，但当时小米很快辟谣称「没有造车计划」。今日，小米确定造车的消息一经传出，...

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精彩评论

etc卷商银行为主
2022-01-27
etc卷商银行为主
最近有些互联网公司受到打击，但是像雷军这样好像没有任何影响，多干活少吹高调。
小闸蟹
2021-02-20
小闸蟹
[无语]
海边的风
2021-02-20
海边的风
看好小米
- impro:
  同意
虎你真好
2021-02-20
虎你真好
不会吧........ 期待会有好消息
宠辱不惊山不转水转
2021-02-20
宠辱不惊山不转水转
都来蹭热度[开心]
- siewsiew:
  [开心]
Jefflau749
2021-02-20
Jefflau749
加吗
- 2a6a341c:
  ya
- 2a6a341c:
  oh
- Jefflau749:
  😄

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We have to wait a little longer","themeId":"498d05a100a8463c993025c72677f476","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/997449acd92bdd8fe176ad195c88bd1e","symbols_score_info":{"01810":0.9,"XIACY":0.9},"content_text":"年轻人的第一辆电动车，可能就要来了？\n\n2 月 19 日，据《晚点 LatePost》消息，小米已确定造车，并视其为战略级决策，具体形式和路径还未确定，或许仍有变数。一位知情人士称，小米造车或将由小米集团创始人雷军亲自带队。\n\n在过去一段时间里也时不时有小米造车的传闻爆出。早在去年年末，就曾有小米将联合比亚迪推出新车的传闻，但当时小米很快辟谣称「没有造车计划」。\n今日，小米确定造车的消息一经传出，立马引发广泛关注，受该消息推动，小米港股收盘前大涨近 10%。对此，小米集团就造车传闻向媒体回应，给出的说法是「等等看看，暂时没有」，更多消息则暂时不回应。\n小米早已布局汽车领域\n小米之所以造车传闻不断，与小米先前采取的诸多行动有关。\n早在 2013 年，雷军就曾两次去美国拜访特斯拉 CEO 埃隆·马斯克并表示了对于智能汽车行业的好奇与关注。\n随后雷军又在 2015 年和 2016 年通过其创立的顺为资本投资了新能源造车公司蔚来汽车和小鹏汽车。当时雷军就曾与行业人士交流过造车想法，但反馈并不乐观，因此没有继续推进。\n2019 年，在小鹏汽车的 C 轮融资名单上，小米集团的名字又一次出现。这一次的投资使小米与智能汽车领域的合作更进了一步，雷军曾表示：「小米集团和小鹏汽车在智能手机和智能汽车互通方面，已开展了深入的合作，并取得了丰富的成果。希望通过本次战略投资加深双方在智能硬件和 loT 领域的进一步合作。」\n去年，小米又再次拉近了和汽车行业的关系：投资车联网企业上海博泰，注册「小米车联」的商标，与梅赛德斯—AMG F1 车队合作推出特别版小米米家电动滑板车 Pro 2，小米 10 至尊纪念版将携手梅赛德斯—奔驰 SUV 等。\n在研发投入上，小米从 2015 年起陆续申请了汽车定速巡航、能源补充、车辆操控、导航、辅助行驶和行车安全等汽车方向的发明专利。\n抓住新造车的风口与机遇\n近年来，新能源汽车的技术不断发展，市场需求逐渐变得更为广阔，新造车已经成为新一代值得抓住的风口与机遇。\n国务院办公厅印发的《新能源汽车产业发展规划（2021—2035 年）》提出，到 2025 年，新能源汽车新车销售量要达到汽车新车销售总量的 20% 左右。这意味着，未来 5 年，新能源汽车将迎来巨大的市场增量，由此也为相关产业链企业的估值奠定了底层基础。\n除此之外，智能电动汽车在股市中也备受追捧。2020 年全年，特斯拉市值涨幅近 7 倍；去年年中上市的小鹏和理想，市值与 IPO 时相比最高涨幅达 300%。就连在 2019 年跌入谷底的蔚来，也在去年一年内最高股价涨幅 14 倍，市值一度超过小米。\n对小米来说，随着智能手机业务逐渐触及天花板，估值难以进一步增长，因此必然要寻找在智能领域全新的增长点。新造车正好为这一增长点提供了不二之选。\n智能电动汽车有着全新的商业模式，新造车公司除了制造汽车靠销售赚钱外，还参与汽车全生命周期的服务，因此得以在全环节获得更多的价值增长，获得更高的估值。\n不断扩张的市场、巨大的增值潜力，再加上特斯拉等行业先行者积累的相对成熟的供应与管理经验，如今加入新造车领域是绝佳的时间点。\n新年伊始，苹果造车的消息成为业内热门话题。据报道，苹果向韩国现代汽车集团提出合作，双方正就合作生产电动汽车并开发电池一事进行谈判。\n1 月 11 日，百度丢出重磅消息，官宣正式组建一家智能汽车公司，以整车制造商的身份进军汽车行业，吉利控股集团将成为新公司的战略合作伙伴，面向乘用车市场。消息一出，百度股价一夜暴涨 700 亿元。\n\n新能源汽车市场的增长毋庸置疑，但随着越来越多巨头入局新造车，这条赛道势必会愈发拥挤，留给小米的时间不多了。\n小米造车的未来\n如今科技公司造车成风，与传统车企合作，造车门槛似乎低了不少。但小米造车也面临着不小的挑战。\n2020 年 9 月正式实施的《新能源汽车生产企业及产品准入管理规定》中，虽然删除了有关「设计开发能力」的要求，降低了新造车入局门槛，但仍要求具备汽车生产能力。这意味着小米首先要和具有生产能力的车厂合作。\n与此同时，造车对资本、渠道、制造、服务等要求都高很多，游戏规则与手机、数码产品截然不同。特斯拉的超级工厂是其竞争力的一部分，蔚来汽车的换电体系是其核心竞争力，这些都需要花费大量的时间去摸索。\n\n资金压力是另一个挑战。以低价建立优势的小米，并不擅长制造利润，2020 年第三季度，小米净利润率仅为 5.7%，同期苹果净利润率则接近 20%。\n小米「毛利润率不高于 5%」的定价策略及其营销能力在汽车行业也未必能够奏效，再加上已有五菱宏光 2.88 万起的 MINIEV 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