小米承诺的硬件业务利润不超过5%兑现了吗？

家电魂09-04

【题记】承诺不仅是一种责任，更是一种自律和约束力的体现。在现代社会，企业或个人一旦做出承诺，就必须要按承诺来履行，这才能体现一个企业责任和担当，也能为企业树立品质形象。望博斋主||撰文行业曾记否，雷军在小米集团上市时、新品上市时等多种场合向市场承诺过，小米每年整体硬件业务，（包括手机及IoT和生活消费产品）的综合税后净利率不超过5%。至今，这种承诺已经进入7个年头了，那幺小米雷军这个互联网大IP向...

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eboy
09-04
eboy
这种文章够**，综合利润和硬件利润一样？
鲸落长空
09-04
鲸落长空
发这种**文章。这个软件在干啥？你在操纵市场吗？

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fulfilled?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81810":0.9,"01810":0.9},"content_text":"【题记】承诺不仅是一种责任，更是一种自律和约束力的体现。在现代社会，企业或个人一旦做出承诺，就必须要按承诺来履行，这才能体现一个企业责任和担当，也能为企业树立品质形象。望博斋主||撰文行业曾记否，雷军在小米集团上市时、新品上市时等多种场合向市场承诺过，小米每年整体硬件业务，（包括手机及IoT和生活消费产品）的综合税后净利率不超过5%。至今，这种承诺已经进入7个年头了，那幺小米雷军这个互联网大IP向市场兑现了吗？从这几年小米公布的上市公司报表数据看到，这种承诺似乎就是一股风，兑不兑现没有见个说法。远的不说，就公布的2023年3月到截止2024年上半年的上市公司报表数据来看，其净利润率均超过5%，2023年一季度还超过7%，也没有见小米兑现过承诺，或者有个什么说法。据小米集团二季度报显示，2024年第二季度小米大家电业务收入同比增长38.7%。其中，本季度小米的空调产品出货量超330万台，同比增长超过40%；冰箱产品出货量超60万台，同比增长超过25%；洗衣机产品出货量超40万台,同比增长超过30%。从小米二季度报来看，小米整体业务不仅增长迅速，并且整体毛利率和净利率都比较高，5.62%的净利率是包含了小米汽车高达18亿元亏损的因素在里边。如果刨去汽车带来的亏损，整体毛利率、净利率都会高一个层次。回顾历史，2018年小米董事会会批准了一项决议：“从现在起，小米正式向用户承诺，每年整体硬件业务，（包括手机及IoT和生活消费产品）的综合税后净利率不超过5%。如超过，我们将把超过5%的部分用合理的方式返还给小米用户。”那么问题来了，问题一：从2023年开始，小米的整体的整体硬件业务的净利率已经超过5%，小米怎么对用户没有一个交代呢？是以一种什么样的方式返回用户呢？否则那就是涉嫌对消费者和投资人的欺诈。问题二：小米给用户留下“价格便宜”的人设，而在市场上其定价并不是行业的绝对低价，相反小米空调在市场上远比长期在市场上磨爬滚打像的像康佳、创维、月兔、盈田、韩电等品牌要高，这个怎么解释？事实上，小米近几年的快速发展就是基于小米在家电行业是“良心品牌和低价品牌”的人设，给用户灌输了一种价“格绝对便宜”的深刻印记，引导用户选择这样的良心品牌的绝对性价比产品，这次导致了小米深得用户信赖。一位知情者向家电魂说，小米空调的高毛利在空调行业极为反常，很多品牌做了几十年空调，特比是生产制造企业，毛利率、净利率都很低，基本上都是能有稀薄的利润就可以了。反观小米，净利率还在5%以上，令行业很多人看不懂。知情人还说，在空调行业产能严重过剩背景下，谁能够带来出货谁就是“爷”！小米就是靠承诺的要货量大来引诱厂家，从打压厂家中获得丰厚利润回报的。这种树立“低价”亲民人设，却又不兑现以往的承诺，这种把戏小米是不是玩得太遛了！=====家电魂：深度解码家电行业热点事件，梳理家电厂商转型变革历程，互联网时代家电业最具深度自媒体。文章未经授权严禁转载，违者必究！=====","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":345817820336416,"gmtCreate":1725454966759,"gmtModify":1725454968584,"author":{"id":"3492900912644918","authorId":"3492900912644918","name":"eboy","avatar":"https://static.tigerbbs.com/6917f4d85aea1095a8f45e269472023f","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3492900912644918","authorIdStr":"3492900912644918"},"htmlText":"这种文章够**，综合利润和硬件利润一样？","listText":"这种文章够**，综合利润和硬件利润一样？","text":"这种文章够**，综合利润和硬件利润一样？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345817820336416","repostId":2464361809,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":345781181292840,"gmtCreate":1725424436683,"gmtModify":1725424438597,"author":{"id":"3554460841016142","authorId":"3554460841016142","name":"鲸落长空","avatar":"https://static.tigerbbs.com/d585d6dac56336f31eb4fc41e47ca000","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3554460841016142","authorIdStr":"3554460841016142"},"htmlText":"发这种**文章。这个软件在干啥？你在操纵市场吗？","listText":"发这种**文章。这个软件在干啥？你在操纵市场吗？","text":"发这种**文章。这个软件在干啥？你在操纵市场吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345781181292840","repostId":2464361809,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":2,"repostSize":2,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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