比亚迪留出的活路，被小米汽车堵死了

象视汽车02-15

“给其他车企留下一条活路”，谁才有资格和底气说出这样的话？唯有销量遥遥领先，并在核心技术、产品定义权等多方面，均占据制高点的比亚迪。不过，如今王传福留下的这条活路，可能要被小米雷军堵死了。1. 王传福留下的活路？我国车市，每年也就3000万辆左右的市场容量。蛋糕只有这么大，行业极度内卷之下，一家车企销量暴涨，必然会蚕食其他车企的市场份额。这两年，比亚迪吃进嘴里的蛋糕越来越多，而且吃得越来越快。...

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欲穷千里目
02-15
欲穷千里目
实践是检验真理的唯一方法。

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王传福留下的活路？我国车市，每年也就3000万辆左右的市场容量。蛋糕只有这么大，行业极度内卷之下，一家车企销量暴涨，必然会蚕食其他车企的市场份额。这两年，比亚迪吃进嘴里的蛋糕越来越多，而且吃得越来越快。2022年，比亚迪销量暴涨152%至186万辆，一举成为车市销冠。2023年，比亚迪销量劲增62%至302万辆，成为中国汽车市场品牌和车企双料销冠，而且还首次跻身全球十大车企行列。此消彼长，比亚迪吞下这么多蛋糕，其他车企能吃到嘴的自然就少了。不过，王传福其实是手下留情了。他去年曾讲过这样一段话：“在中国汽车市场10到20万元的价格带内，比亚迪有产品定价权，但我不想搞得大家很难受，别人都没活路。”换而言之，比亚迪要想全力打价格战，其实可以做得更狠，其他车企就会更难受。给其他车企留活路这样的话，也只有王传福来说，才让人觉得没有那么凡尔赛。2. 雷军把它彻底堵死？依靠刀片电池、e平台3.0、DM-i超级混动这些大杀器，比亚迪从根本上改变了车市旧有市场格局。例如比亚迪插混产品，在家用轿车和SUV领域搅了个天翻地覆，把这些市场的“旧王”都打落凡尘，自己“新王当立”。事实上，随着腾势、方程豹、仰望等中高端产品的上市，比亚迪以颠覆者的姿态，在20万级以上市场的话语权也越来越大。其他想要活下来的车企，必须在比亚迪留下的狭窄活路中，拼命炸开一条前行的求生通道。汽车行业的时代大变局之下，传统车企以及蔚来、小鹏、理想等造车新势力，均在前仆后继地向新能源市场进发。求生通道本来就不宽，生死之战中谁也不敢落后。更何况，重量级选手小米汽车也拍马赶到。作为一个多次创业并连续成功的商业大佬，谁也不敢忽视雷军的能量。就像小米手机诞生之后，革了山寨手机品牌的命，将所有后来者堵在了行业大门之外一样，如今小米汽车来了，等于彻底堵死了王传福留下的活路。3. 拥有天时地利人和？小米汽车能不能成功？我们首先来看一张图。去年年底，雷军开了一场小米汽车的技术发布会。如今一个多月过去了，本以为热度会下降，但出乎所有人意料，小米汽车的热度依旧排在行业前几名。根据“微信指数”，近30天内，小米汽车的热度，仅次于特斯拉、比亚迪，基本排在第三名，比蔚小理、华为问界等热度都高。热度值跟销量，一般都是成正比的。还没有正式交付，就体现出如此“自带流量”的体质，小米汽车的销量还用愁吗？更重要的是，小米汽车拥有天时地利人和。首先，很多人都说小米入局太晚了，其实并不晚。新能源汽车的渗透率才30%，市场格局远未尘埃落定。反而，作为后来者，小米拥有后发优势。其他车企之前趟过的雷，小米都可以完美避开。其次，手机业务的成功，证明了小米在供应链方面有着诸多优势。汽车行业的供应链更加重要，小米汽车根植于愈加成熟的中国新能源产业链，具有地利优势。最后，小米具有很多人不愿意承认的“人和”优势。业内有这样一句话：“你可以黑小米，但你黑不了雷军。”普通家庭出身，依靠上学改变命运，多次创业多次成功，形象温文尔雅，性格真诚亲民，给母校一捐就是十几个亿，雷军口碑非常好。而且，小米这些年积累了庞大的粉丝群。这些粉丝如今大多都成家立业，具备一定的消费能力。我们认为，很多人习惯了调侃“雷布斯”这样的梗，却忽视了小米内在的实力。小米SU7上市之后，汽车市场格局肯定会焕然一新。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":274277940084840,"gmtCreate":1708000150073,"gmtModify":1708000151936,"author":{"id":"50887377119176","authorId":"50887377119176","name":"欲穷千里目","avatar":"https://static.laohu8.com/758b9b8084e47c4174126c3cfadb79af","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":3,"crmLevelSwitch":1,"idStr":"50887377119176","authorIdStr":"50887377119176"},"htmlText":"实践是检验真理的唯一方法。","listText":"实践是检验真理的唯一方法。","text":"实践是检验真理的唯一方法。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/274277940084840","repostId":2411424594,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":2,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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