小米，彻底爆了！

泡财经12-18 10:53

时隔四年，小米彻底爆了。12月16日，汽车博主孙少军发消息称，上周小米新增锁单6-6.5K，本月累计锁单突破1.3万辆。也就是说，尽管小米不断提升产能，但似乎也没办法消化新增订单，更别说过去挤压的订单。小米卖爆了，还有另外一个标准性事件。一周前，小米集团市值一度达到8000亿港元，超过了港股比亚迪股份。这就意味着，小米已经成为国内第一、全球第三市值的车企，仅次于特斯拉和丰田，排在BBA以及法拉利...

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exploded!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81810":0.9,"01810":1,"XIACY":0.6},"content_text":"时隔四年，小米彻底爆了。12月16日，汽车博主孙少军发消息称，上周小米新增锁单6-6.5K，本月累计锁单突破1.3万辆。也就是说，尽管小米不断提升产能，但似乎也没办法消化新增订单，更别说过去挤压的订单。小米卖爆了，还有另外一个标准性事件。一周前，小米集团市值一度达到8000亿港元，超过了港股比亚迪股份。这就意味着，小米已经成为国内第一、全球第三市值的车企，仅次于特斯拉和丰田，排在BBA以及法拉利之前。尽管说，汽车业务在小米的营收占比并不算高，显得成色有所不足，但是，考虑到小米的估值主要来自汽车而非手机，似乎也能说得过去。过去两年时间，小米股价从8.3港元一路飙升至32.15港元，累计涨幅接近300%；注意，距离历史高点，也就10%左右的涨幅。一句话，靠着造车，小米彻底爆了！小米造车这件事，打消了外界几个质疑：第一，造车并不会拖累主业；第二，造车也没想象中花钱，并不需要真的动辄上千亿投入、上百亿亏损；第三，跨界并不是决定造车成败的关键，关键取决于企业以及企业家能力。事实上，小米造车，从一开始就充满质疑。2021年3月，雷军正式官宣造车，并且称“愿意押上我人生所有积累的战绩和声誉，为小米汽车而战”。但是，更多的声音是不看好。股价最具有说服力。2021年3月30日，小米的股价为25.6港元/股，在官宣造车后，便一路下跌至8.3港元，跌幅接近70%。尽管说，这个跌幅跟恒生指数大跌有很大关系，但是，造车也是导致股价下跌的重要原因。毕竟，即便是华为，当时在造车这件事上也遇到了巨大的困难。另外，2022年的小米，遭遇了营收下滑、净利润暴跌的经营压力，进一步加剧了外界对其“不务正业”的担忧。即便在小米汽车亮相后，也一度被贴上“山寨”、“保时米”的称谓，即便当时保时捷澄清说“优秀的设计总是具有某种默契”。在小米打了所有质疑者的脸后，便杀疯了。关于2025年的销量目标，有消息说是36万辆，几乎翻三倍。我们认为，这个数字可能仅仅是小米SU7这一款车的销量目标，如果再加上小米YU7这款车的话，实际销量可能更高。这就意味着，参考小米SU7的销售均价，小米的汽车业务明年大概率要冲击千亿营收。除此之外，小米汽车的第三款车也被曝光，内部代号“昆仑”，将采用增程式动力系统，预计2026年正式上市，预计售价15万元左右。目前来看，雷军当初立下的“全球前五”的目标，可能还真不是信口雌黄！还有，小米手机现在也很能打。今年第三季度，小米智能手机收入475亿元，同比增长13.9%，连续三个季度环比增长。而且，在4000-5000元价位段，小米的市场占有率是22.6%，同比提升了近10个百分点；在5000元-6000元的价位段，市场占有率同比提升了2.4个百分点。有人开玩笑说，现在就连小米也让人买不起了。但不得不说，小米的高端化确实取得了巨大成功，智能手机业务依旧是小米的“粮仓”，提供源源不断的现金。最后，问大家一个问题：2024年二季度和三季度，小米汽车的毛利率分别是15.4%和17.1%，大家觉得，得益于规模优势，明年小米汽车的毛利率会达到多少？一旦开始盈利的话，汽车业务会爆发出怎样的赚钱能力？","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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