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山车
2021-01-15
$小米集团-W(01810)$
🌝🌝🌝🌝
山车
2020-12-30
韭菜机
抱歉,原内容已删除
山车
2020-12-05
假的
抱歉,原内容已删除
山车
2020-12-05
小米直接把华米收购吧
抱歉,原内容已删除
山车
2020-08-27
$小米集团-W(01810)$
今天能稳在20就可以了😏
去老虎APP查看更多动态
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11:13","market":"hk","language":"zh","title":"vivo X60发布,3498元起,性价比高到让小米羞愧","url":"https://stock-news.laohu8.com/highlight/detail?id=2095570840","media":"腾讯新闻","summary":"首先是外观及设计,众所周知,X系列一直以来主打的就是颜值,靠出色的外观吸引了众多少男少女,vivo X60也不例外,外观设计辨识度相当高,工业设计上更是锐意进取,vivo X60的机身厚度被打磨到了7.36mm,成为最薄5G手机,但是电池依然做到了4300mAh,手感可以想象。最后是价格,vivo X60起售价仅为3498元,相比小米11低了500元,而中杯vivo X60 Pro也才4498元。","content":"<html><body><article><p>2020年12月29日,赶在年尾上,vivo发布了年度旗舰机vivo X60系列,这款机器看点颇多,相比前几代产品升级也很明显,下面笔者就来聊聊这款机器究竟怎么样?</p><p>首先是外观及设计,众所周知,X系列一直以来主打的就是颜值,靠出色的外观吸引了众多少男少女,vivo X60也不例外,外观设计辨识度相当高,工业设计上更是锐意进取,vivo X60的机身厚度被打磨到了7.36mm,成为最薄5G手机,但是电池依然做到了4300mAh,手感可以想象。</p><p>其次是性能,X系列以往搭载的都是次旗舰处理器,性能方面饱受诟病,在vivo X60上蓝厂另辟蹊径,通过和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>合作首发了三星Exynos 1080旗舰芯片,5nm制程工艺,安兔兔跑分高达63万+,妥妥的旗舰机水准,补齐了最后一个短板。</p><p>然后是相机,X系列本就主打拍照,专业人像、防畸变超广角、光学长焦等技术都是传统强项,vivo X60又全系标配了第二代微云台,还有蔡司镜头加持,这套联合研发的专业影像系统着实让笔者有点垂涎。</p><p>最后是价格,vivo X60起售价仅为3498元,相比小米11低了500元,而中杯vivo X60 Pro也才4498元。性能大幅提升,价格却不动,性价比优势就凸显出来了。</p><p>总体来看,vivo X60系列外观出类拔萃,性能差强人意,在工业设计和影像实力方面几乎没有对手,是一款非常均衡没有明显短板的旗舰机型,年轻人的不二之选,感兴趣的同学不妨去线下店里体验一番,一定会有惊喜。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>vivo X60发布,3498元起,性价比高到让小米羞愧</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nvivo X60发布,3498元起,性价比高到让小米羞愧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-30 11:13 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202012301118517c0125f7&s=b><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2020年12月29日,赶在年尾上,vivo发布了年度旗舰机vivo X60系列,这款机器看点颇多,相比前几代产品升级也很明显,下面笔者就来聊聊这款机器究竟怎么样?首先是外观及设计,众所周知,X系列一直以来主打的就是颜值,靠出色的外观吸引了众多少男少女,vivo X60也不例外,外观设计辨识度相当高,工业设计上更是锐意进取,vivo X60的机身厚度被打磨到了7.36mm,成为最薄5G手机,但是...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202012301118517c0125f7&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6440ed998678ceba7821d81f1812c86f","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202012301118517c0125f7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2095570840","content_text":"2020年12月29日,赶在年尾上,vivo发布了年度旗舰机vivo X60系列,这款机器看点颇多,相比前几代产品升级也很明显,下面笔者就来聊聊这款机器究竟怎么样?首先是外观及设计,众所周知,X系列一直以来主打的就是颜值,靠出色的外观吸引了众多少男少女,vivo X60也不例外,外观设计辨识度相当高,工业设计上更是锐意进取,vivo X60的机身厚度被打磨到了7.36mm,成为最薄5G手机,但是电池依然做到了4300mAh,手感可以想象。其次是性能,X系列以往搭载的都是次旗舰处理器,性能方面饱受诟病,在vivo X60上蓝厂另辟蹊径,通过和三星合作首发了三星Exynos 1080旗舰芯片,5nm制程工艺,安兔兔跑分高达63万+,妥妥的旗舰机水准,补齐了最后一个短板。然后是相机,X系列本就主打拍照,专业人像、防畸变超广角、光学长焦等技术都是传统强项,vivo X60又全系标配了第二代微云台,还有蔡司镜头加持,这套联合研发的专业影像系统着实让笔者有点垂涎。最后是价格,vivo X60起售价仅为3498元,相比小米11低了500元,而中杯vivo X60 Pro也才4498元。性能大幅提升,价格却不动,性价比优势就凸显出来了。总体来看,vivo X60系列外观出类拔萃,性能差强人意,在工业设计和影像实力方面几乎没有对手,是一款非常均衡没有明显短板的旗舰机型,年轻人的不二之选,感兴趣的同学不妨去线下店里体验一番,一定会有惊喜。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396584118,"gmtCreate":1607177936034,"gmtModify":1703846776609,"author":{"id":"3494129263707157","authorId":"3494129263707157","name":"山车","avatar":"https://static.tigerbbs.com/8289ce68ce58c97e9645726e1ac12448","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494129263707157","authorIdStr":"3494129263707157"},"themes":[],"htmlText":"假的","listText":"假的","text":"假的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396584118","repostId":"2089906253","repostType":2,"repost":{"id":"2089906253","kind":"news","pubTimestamp":1607172358,"share":"https://www.laohu8.com/m/news/2089906253?lang=&edition=full","pubTime":"2020-12-05 20:45","market":"hk","language":"zh","title":"直面屏确认!雷军晒出小米11真机:这外观你喜欢吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2089906253","media":"腾讯新闻","summary":"来源:腾讯新闻经过这么长时间的预热,想必大家已经见过多个版本的小米11了,真的假的应有尽有,就连小米CEO雷军也忍不住加入新机爆料的队伍。今天上午,雷军在微博为高通最新旗舰芯片骁龙888站台,并表示骁龙888的AI性能将迎来史上最大提升,同时晒出了一段相关短视频,有眼尖的网友发现,在视频的15秒处,出现了一部神秘新机,在这个特殊的时间点,再结合骁龙888的配词,有网友猜测这部神秘新机就是即将要发布的小米11。","content":"<html><body><p>原标题:直面屏确认!雷军晒出小米11真机:这外观你喜欢吗? 来源:<a href=\"https://laohu8.com/S/00700\">腾讯</a>新闻</p><p>经过这么长时间的预热,想必大家已经见过多个版本的小米11了,真的假的应有尽有,就连小米CEO雷军也忍不住加入新机爆料的队伍。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020125/40/w480h360/20201205/ff05-ketnnar4231004.jpg/w720fin.jpg\"/></div><p>今天上午,雷军在<a href=\"https://laohu8.com/S/WB\">微博</a>为<a href=\"https://laohu8.com/S/QCOM\">高通</a>最新旗舰芯片骁龙888站台,并表示骁龙888的AI性能将迎来史上最大提升,同时晒出了一段相关短视频,有眼尖的网友发现,在视频的15秒处,出现了一部神秘新机,在这个特殊的时间点,再结合骁龙888的配词,有网友猜测这部神秘新机就是即将要发布的小米11。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020125/26/w480h346/20201205/ec71-ketnnar4231005.jpg/w720fin.jpg\"/></div><p>把图片放大后不难看出,这部小米11采用了大尺寸直面屏设计,目测屏幕比例为18:9,尽管图片模糊,在屏幕顶部居中位置依然可以看见一个打孔设计,此外,机身四周采用细边框,虽没有像传言所说屏占比高到吓人,但这屏占比也非常可观。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020125/749/w480h269/20201205/9203-ketnnar4231024.jpg/w720fin.jpg\"/></div><p>目前关于小米11可以确认是,骁龙888处理器,直面屏,打孔屏设计,一亿像素主摄,至于昨天网传的后置三摄,圆润方形设计似乎已被官方否认,同时还有说法是小米11Pro会采用曲面屏设计,大家可以期待一下。</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>直面屏确认!雷军晒出小米11真机:这外观你喜欢吗?</title>\n<style 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来源:腾讯新闻经过这么长时间的预热,想必大家已经见过多个版本的小米11了,真的假的应有尽有,就连小米CEO雷军也忍不住加入新机爆料的队伍。今天上午,雷军在微博为高通最新旗舰芯片骁龙888站台,并表示骁龙888的AI性能将迎来史上最大提升,同时晒出了一段相关短视频,有眼尖的网友发现,在视频的15秒处,出现了一部神秘新机,在这个特殊的时间点,...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-12-05/doc-iiznezxs5393021.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b0b771d760473a9babc682fa45d77dca","relate_stocks":{"KC":"金山云","01810":"小米集团-W"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-12-05/doc-iiznezxs5393021.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2089906253","content_text":"原标题:直面屏确认!雷军晒出小米11真机:这外观你喜欢吗? 来源:腾讯新闻经过这么长时间的预热,想必大家已经见过多个版本的小米11了,真的假的应有尽有,就连小米CEO雷军也忍不住加入新机爆料的队伍。今天上午,雷军在微博为高通最新旗舰芯片骁龙888站台,并表示骁龙888的AI性能将迎来史上最大提升,同时晒出了一段相关短视频,有眼尖的网友发现,在视频的15秒处,出现了一部神秘新机,在这个特殊的时间点,再结合骁龙888的配词,有网友猜测这部神秘新机就是即将要发布的小米11。把图片放大后不难看出,这部小米11采用了大尺寸直面屏设计,目测屏幕比例为18:9,尽管图片模糊,在屏幕顶部居中位置依然可以看见一个打孔设计,此外,机身四周采用细边框,虽没有像传言所说屏占比高到吓人,但这屏占比也非常可观。目前关于小米11可以确认是,骁龙888处理器,直面屏,打孔屏设计,一亿像素主摄,至于昨天网传的后置三摄,圆润方形设计似乎已被官方否认,同时还有说法是小米11Pro会采用曲面屏设计,大家可以期待一下。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396585956,"gmtCreate":1607176595875,"gmtModify":1703846775402,"author":{"id":"3494129263707157","authorId":"3494129263707157","name":"山车","avatar":"https://static.tigerbbs.com/8289ce68ce58c97e9645726e1ac12448","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494129263707157","authorIdStr":"3494129263707157"},"themes":[],"htmlText":"小米直接把华米收购吧","listText":"小米直接把华米收购吧","text":"小米直接把华米收购吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396585956","repostId":"2089064069","repostType":2,"repost":{"id":"2089064069","kind":"news","pubTimestamp":1607170477,"share":"https://www.laohu8.com/m/news/2089064069?lang=&edition=full","pubTime":"2020-12-05 20:14","market":"us","language":"zh","title":"“去小米化”不易,华米失速|动察","url":"https://stock-news.laohu8.com/highlight/detail?id=2089064069","media":"动点科技","summary":"然而,根据华米最新的财报,其不仅营收增速放缓,且净利润大幅下降。延续协议以 “续命”于是乎 10 月 21 日,华米科技宣布和小米公司的战略合作协议将再延长三年。根据这一延长条款,在发展小米可穿戴产品方面,华米将保持现有的最优合作伙伴地位。对 “小米系” 企业来说,通过小米品牌打响知名度后,慢慢将积累的影响力转移到自主控制的自有品牌成为了这些企业进一步扩张的最优选。","content":"<html><body><article><p>文 | 动点科技</p><p>作者 | 黄尘</p><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>近日又传出要开一场关乎可穿戴设备的发布会,随着 AirPods 的大卖,真无线耳机的风潮刮遍了全球。然而在可穿戴设备领域,很多国产品牌早就开始发力,并且在手环、耳机等领域占据了不小的市场份额。</p><p>拿华米来说,华米自从成立以来,就依靠性价比优势,把当时主流价位在千元左右的手环卖到 100 元以下的价位,以至于 2017 年第一季度,根据 IDC 的统计,华米的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>可穿戴设备的出货量,就超过了美国老牌厂商 Fitbit,排名全球第一。甚至在一年后,<a href=\"https://laohu8.com/S/HMI\">华米科技</a>顶着小米生态链独角兽光环登上了美国纽交所。</p><p>然而,根据华米最新的财报,其不仅营收增速放缓,且<span>净利润</span>大幅下降。以至于财报发布当天,华米在资本市场受重挫,当天跌幅高达 7.6%,从财报发布当天到今日短短十二天,其股价从阶段性高点下跌超过约 18%。华米的突然失速,或将令小米生态链企业重新思考接下来的发展方向。</p><p><strong>赛道愈发拥挤</strong></p><p>据财报数据显示,三季度华米科技整体设备出货量为 1590 万部,较上年同期的 1370 万部同比增长 16.1%,与上一季度的 890 万部相比环比涨幅为 78.7%。这一点使得华米科技创始人、董事长兼 CEO 黄汪表示,增长主要归功于今年新发布的小米手环 5,和自主品牌 Amazfit 手表及耳机新品的优异表现,以及在全球范围内销售版图的持续扩张和多个地区的经济回暖。</p><p>在营收增长的同时,其净利润却连续三季度增长下滑,在 2020 年第一季度的财报中,华米科技营收为 10.885 亿元,同比增长 36.1%,而净利润却从 2019 年第一季度的 7530 万元降至 1920 万元,同比骤降 74.5%。二季度的数据更加捉襟见肘,不仅增长放缓,今年第二季度华米科技营收为 11.37 亿元,同比增长 9.5%,而且净利润却由 2019 年二季度的 8940 万元下降至 1330 万元,同比暴跌 85.1%。2020 年第三季度净营收为 22.351 亿元,同比增长 20%,净利润为 8110 万元,较上年同期的 2.033 亿元下降约 60%。</p><p>在净利润下滑的同时,华米来自竞争对手的压力也开始显现。华为在 “1+8+N” 战略之后,加速了在可穿戴设备领域的动作,手表手环一个不落,众所周知华为的研发投入向来巨量,华为想要切入的市场,无疑竞争力度将要加大。</p><p>更不用提智能手表方面,苹果已经耕耘多年,根据 IDC 最新数据,2020 年第三季度 Apple Watch 的总出货量达到 1180 万台,且苹果的可穿戴设备业务贡献了 79 亿美元收入,其中包括 Apple Watch 和 AirPods 等产品。虽然不知道其智能手表具体收入,但根据 IDC 的最新数据,在腕带可穿戴设备类别中,小米今年第三季度的市场份额为 24.5%,苹果为 21.6%。可推断出华米手表、手环等设备的收入相较苹果仍然悬殊。</p><p>甚至随着物联网时代加速到来,OPPO 和 vivo 也开始营造自己的可穿戴设备生态,vivo 已经推出了自家的 vivo WATCH,而 OPPO 则手表和手环兼而有之。加上这两大手机品牌还是拥有较大的用户基础,因此消费者出于品牌消费惯性或者生态考虑加入到其中也不是没有这个可能。因此,对于华米来说,自立门户的竞争压力如影随形。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201205202700593v173mbhxxxuqtqc\"/><p><strong>延续协议以 “续命”</strong></p><p>于是乎 10 月 21 日,华米科技宣布和小米公司的战略合作协议将再延长三年。根据这一延长条款,在发展小米可穿戴产品方面,华米将保持现有的最优合作伙伴地位。根据协议,双方还将在可穿戴设备的 AI 芯片和算法的研发方面,建立最优战略合作伙伴关系。</p><p>不得不提的是,华米此前营收就有八成来自小米,作为曾经最重要的客户和分销渠道,华米对小米的依赖性可想而知。但小米所走的性价比路线和分成模式也使得华米无法从与小米关联的业务中获取高额利润,进而想要 “松绑” 谋发展。</p><p>不过,当前华米尚未披露自有品牌经营数据,毕竟从财报数据来看,目前华米的营收除了自营品牌 Amazfit,还是仰赖于小米可穿戴设备的代工订单。在营收占比上,目前华米 Amazfit 占营收比重尽管较之前有所增长,但占比仍不足来自小米的关联业务。</p><p>值得一提的是,小米由于较早培育了庞大生态链企业,带来了 IoT 设备的营收规模不断扩大,2020 年第三季度其相应板块营收 181 亿元,较上年同期增长 16%。对 “小米系” 企业来说,通过小米品牌打响知名度后,慢慢将积累的影响力转移到自主控制的自有品牌成为了这些企业进一步扩张的最优选。</p><p>目前来看,成熟的小米生态链企业几乎都在小米关联品类业务和营收多元化的拉锯之下加速独立的步伐,并逐渐构建属于自己的生态,但真正能够独当一面的仍然乏善可陈。一旦小米要夺取某一品类的市场,这种竞争与合作并存的关系将被打破,而在物联网时代,这种冲击变化对于 “一招鲜” 的华米来说,恐怕还难以承受。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201205202701311v173gs6jdbyxi09\"/><p><strong>动点科技</strong></p><p><strong>@动点科技</strong></p><p><strong>动点汽车</strong></p><p><strong>@AutoNode</strong></p><p><strong>动点出海</strong></p><p><strong>@动点出海</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“去小米化”不易,华米失速|动察</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“去小米化”不易,华米失速|动察\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-05 20:14 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020120520270279a8f0f6&s=b><strong>动点科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文 | 动点科技作者 | 黄尘苹果近日又传出要开一场关乎可穿戴设备的发布会,随着 AirPods 的大卖,真无线耳机的风潮刮遍了全球。然而在可穿戴设备领域,很多国产品牌早就开始发力,并且在手环、耳机等领域占据了不小的市场份额。拿华米来说,华米自从成立以来,就依靠性价比优势,把当时主流价位在千元左右的手环卖到 100 元以下的价位,以至于 2017 年第一季度,根据 IDC 的统计,华米的智能可穿戴...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020120520270279a8f0f6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4879226cba5adf8ff2086dab0c52ccbb","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020120520270279a8f0f6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2089064069","content_text":"文 | 动点科技作者 | 黄尘苹果近日又传出要开一场关乎可穿戴设备的发布会,随着 AirPods 的大卖,真无线耳机的风潮刮遍了全球。然而在可穿戴设备领域,很多国产品牌早就开始发力,并且在手环、耳机等领域占据了不小的市场份额。拿华米来说,华米自从成立以来,就依靠性价比优势,把当时主流价位在千元左右的手环卖到 100 元以下的价位,以至于 2017 年第一季度,根据 IDC 的统计,华米的智能可穿戴设备的出货量,就超过了美国老牌厂商 Fitbit,排名全球第一。甚至在一年后,华米科技顶着小米生态链独角兽光环登上了美国纽交所。然而,根据华米最新的财报,其不仅营收增速放缓,且净利润大幅下降。以至于财报发布当天,华米在资本市场受重挫,当天跌幅高达 7.6%,从财报发布当天到今日短短十二天,其股价从阶段性高点下跌超过约 18%。华米的突然失速,或将令小米生态链企业重新思考接下来的发展方向。赛道愈发拥挤据财报数据显示,三季度华米科技整体设备出货量为 1590 万部,较上年同期的 1370 万部同比增长 16.1%,与上一季度的 890 万部相比环比涨幅为 78.7%。这一点使得华米科技创始人、董事长兼 CEO 黄汪表示,增长主要归功于今年新发布的小米手环 5,和自主品牌 Amazfit 手表及耳机新品的优异表现,以及在全球范围内销售版图的持续扩张和多个地区的经济回暖。在营收增长的同时,其净利润却连续三季度增长下滑,在 2020 年第一季度的财报中,华米科技营收为 10.885 亿元,同比增长 36.1%,而净利润却从 2019 年第一季度的 7530 万元降至 1920 万元,同比骤降 74.5%。二季度的数据更加捉襟见肘,不仅增长放缓,今年第二季度华米科技营收为 11.37 亿元,同比增长 9.5%,而且净利润却由 2019 年二季度的 8940 万元下降至 1330 万元,同比暴跌 85.1%。2020 年第三季度净营收为 22.351 亿元,同比增长 20%,净利润为 8110 万元,较上年同期的 2.033 亿元下降约 60%。在净利润下滑的同时,华米来自竞争对手的压力也开始显现。华为在 “1+8+N” 战略之后,加速了在可穿戴设备领域的动作,手表手环一个不落,众所周知华为的研发投入向来巨量,华为想要切入的市场,无疑竞争力度将要加大。更不用提智能手表方面,苹果已经耕耘多年,根据 IDC 最新数据,2020 年第三季度 Apple Watch 的总出货量达到 1180 万台,且苹果的可穿戴设备业务贡献了 79 亿美元收入,其中包括 Apple Watch 和 AirPods 等产品。虽然不知道其智能手表具体收入,但根据 IDC 的最新数据,在腕带可穿戴设备类别中,小米今年第三季度的市场份额为 24.5%,苹果为 21.6%。可推断出华米手表、手环等设备的收入相较苹果仍然悬殊。甚至随着物联网时代加速到来,OPPO 和 vivo 也开始营造自己的可穿戴设备生态,vivo 已经推出了自家的 vivo WATCH,而 OPPO 则手表和手环兼而有之。加上这两大手机品牌还是拥有较大的用户基础,因此消费者出于品牌消费惯性或者生态考虑加入到其中也不是没有这个可能。因此,对于华米来说,自立门户的竞争压力如影随形。延续协议以 “续命”于是乎 10 月 21 日,华米科技宣布和小米公司的战略合作协议将再延长三年。根据这一延长条款,在发展小米可穿戴产品方面,华米将保持现有的最优合作伙伴地位。根据协议,双方还将在可穿戴设备的 AI 芯片和算法的研发方面,建立最优战略合作伙伴关系。不得不提的是,华米此前营收就有八成来自小米,作为曾经最重要的客户和分销渠道,华米对小米的依赖性可想而知。但小米所走的性价比路线和分成模式也使得华米无法从与小米关联的业务中获取高额利润,进而想要 “松绑” 谋发展。不过,当前华米尚未披露自有品牌经营数据,毕竟从财报数据来看,目前华米的营收除了自营品牌 Amazfit,还是仰赖于小米可穿戴设备的代工订单。在营收占比上,目前华米 Amazfit 占营收比重尽管较之前有所增长,但占比仍不足来自小米的关联业务。值得一提的是,小米由于较早培育了庞大生态链企业,带来了 IoT 设备的营收规模不断扩大,2020 年第三季度其相应板块营收 181 亿元,较上年同期增长 16%。对 “小米系” 企业来说,通过小米品牌打响知名度后,慢慢将积累的影响力转移到自主控制的自有品牌成为了这些企业进一步扩张的最优选。目前来看,成熟的小米生态链企业几乎都在小米关联品类业务和营收多元化的拉锯之下加速独立的步伐,并逐渐构建属于自己的生态,但真正能够独当一面的仍然乏善可陈。一旦小米要夺取某一品类的市场,这种竞争与合作并存的关系将被打破,而在物联网时代,这种冲击变化对于 “一招鲜” 的华米来说,恐怕还难以承受。动点科技@动点科技动点汽车@AutoNode动点出海@动点出海","news_type":1},"isVote":1,"tweetType":1,"viewCount":1957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}