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$云米科技(VIOT)$天天卡5.9....

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天剑狂族
2020-09-14
天剑狂族
华米回到正常价钱了
- 天剑狂族回复李政尧:
  现在云米扫地机器人是米家的呢。。但是石头已近400亿市值了
- 天剑狂族回复christpan:
  云米做的米家扫地机器人好像没有石头好
- 李政尧回复christpan:
  研发费用不计入成本，不影响毛利率，产品结构的变化的确影响了毛利率，但不是你认为的那样是主因，云米在摆脱单一产品——净水器的依赖，到现在为止颇有成效，白色家电促销和新上市小家电赔本赚吆喝是今年对毛利率影响最大的因素，我觉得现在赔本赚吆喝也未尝不可，在智能家居这个蓝海市场开荒需要付出代价，庆幸的是除了海尔以外的大家电企业没有在智能家居市场展开大规模的战略部署，未来可期。
- christpan回复李政尧:
  之前主要产品就是净水器，现在净水器降价加上其他产品研发，毛利率降低是肯定的。
- 李政尧回复天剑狂族:
  云米的ceo是美的出身，美的的产品线数量和格力有鲜明的对比，那就是多。云米的广撒网战略我觉得未尝不可，因为美的的市值和格力的脱钩了，高出不少，至少市场认可美的比格力多一些，还有一点，净水器和冰箱市场竞争激烈，不开其他生产线，就会威胁到公司的生存。

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