入坑太深的个人主页 - 老虎社区

入坑太深

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2021-01-26

作者双标无下限

让人困惑，华为疑似狙击OPPO而不是发展更为凶猛的小米

2021-01-22

$药明巨诺-B(02126)$跑了，感谢感谢

2021-01-18

$宋都服务(09608)$打新不能随便

2021-01-14

什么时候财报

2021-01-06

$小米集团-W(01810)$一点风吹草动就跑路

2021-01-05

这是之前的存货吧

抱歉，原内容已删除

2020-12-18

$加科思-B(01167)$老虎暗盘太黑了，跑都跑不掉[流泪] 我服了

2020-12-18

$加科思-B(01167)$想卖卖不掉！！！！

2020-12-15

$蓝月亮集团(06993)$bug挺多啊，上次华润也是

2020-12-15

$蓝月亮集团(06993)$中的人挺多的，会崩不

2020-12-09

$裕勤控股(02110)$还好跑的快

2020-12-09

$华润万象生活(01209)$感谢感谢

2020-12-09

$华润万象生活(01209)$暗盘的订单怎么一直撤销不了啊！现在无法交易

2020-12-09

我的怎么卖不出去$华润万象生活(01209)$

2020-12-07

$京东健康(06618)$20手都没有中！！！我的手续费[流泪]

2020-11-27

哎，那些假米粉集体高潮，个人说的话被严重放大

买小米手机=屌丝，米粉们终究是错付了？

2020-11-11

明明是利好...

抱歉，原内容已删除

2020-11-09

真能瞎扯

抱歉，原内容已删除

2020-11-09

$药明巨诺-B(02126)$我不知道还能拿多久

2020-11-09

说的啥时候的事

抱歉，原内容已删除

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21:36","market":"hk","language":"zh","title":"让人困惑，华为疑似狙击OPPO而不是发展更为凶猛的小米","url":"https://stock-news.laohu8.com/highlight/detail?id=2106444652","media":"柏铭2018","summary":"欧洲专利局的信息显示，华为和专利流氓Sisvel均对OPPO的专利提出了异议，业界人士指出这疑似是华为狙击OPPO，原因是OPPO的发展颇为迅猛，然而让人奇怪的是华为却没有在专利方面狙击发展势头更为凶猛的小米。面对华为的狙击，OPPO方面似乎并没有作出太大的反映，有业界人士认为这可能与OPPO的企业文化有关，OPPO向来强调本分而不愿与其他企业爆发激烈冲突，相关人士呼吁华为和OPPO均是中国企业应该共同合作对外。","content":"<html><body><article><p>欧洲专利局的信息显示，华为和专利流氓Sisvel均对OPPO的专利提出了异议，业界人士指出这疑似是华为狙击OPPO，原因是OPPO的发展颇为迅猛，然而让人奇怪的是华为却没有在专利方面狙击发展势头更为凶猛的小米。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13085052327/0\"/><p>在全球智能手机市场，随着华为的衰退，小米已成为最大的受益者，据counterpoint公布的2020年Q3的数据，该季度华为手机出货量同比下滑7%，而小米手机的出货量则同比猛增46%，小米的手机出货量增速在国产手机四强中高居第一名。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13085016881/0\"/><p>该季度OPPO手机的出货量同比下滑4%，看起来表现不如小米，然而值得注意的是OPPO还有一个独立出去的品牌realme。counterpoint的数据显示该季度realme的出货量同比增长45%，如果将OPPO和realme的出货量合并将达到4480万部，排名也可以提高到全球第四名，相比第三名的小米的4620万部并不落后太多。</p><p>在欧洲市场，小米的表现也远比OPPO优秀，2020年Q2的数据显示华为在欧洲智能手机市场已跌至第四名，而小米则晋身至第四名，OPPO虽然也位居欧洲智能手机市场第五名，但是OPPO在欧洲市场的份额仅有个位数，而小米则占有接近两成的市场份额。</p><p>看起来小米的手机出货量确实比OPPO更高，然而华为却很少在专利方面狙击小米，而频频对OPPO出手，这或许在于OPPO的技术研发实力比小米强得多，OPPO的发展后劲更足有关。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13085052866/0\"/><p>在国产手机四强当中，华为无疑是技术实力最强的手机企业，而OPPO则仅次于华为，OPPO的专利申请量仅次于华为，2020年中国的专利授权量排名OPPO同样仅次于华为。</p><p>华为早在十多年前就已在国际市场申请专利，OPPO同样很早就开始在国际市场申请专利。在目前广受关注的5G核心专利方面，OPPO在ETSI宣称1400+族5G标准专利，估计在宣称拥有5G核心专利的中国企业当中，OPPO仅次于华为和中兴，由此可以看出OPPO相当重视技术研发。</p><p>OPPO和小米都已进入印度和欧洲市场，但是拥有专利优势的<a href=\"https://laohu8.com/S/ERIC\">爱立信</a>曾在印度市场发起对小米的专利诉讼却没有针对OPPO发起诉讼，这或许也从侧面显示出OPPO在专利方面拥有更强的优势。</p><p>华为能在全球智能手机市场迅速崛起并一度冲至全球智能手机市场第一名，依靠的正是它雄厚的技术研发实力，而随着它的衰退，小米和OPPO在快速崛起，华为没有在专利方面狙击小米，反而对OPPO出手，或许就在于它担忧OPPO依靠技术研发优势而能走得更远吧。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13085053445/0\"/><p>可能正是忧虑OPPO在技术方面的优势，华为选择对OPPO出手，据欧洲专利局的信息显示华为和专利流氓Sisvel已对OPPO在欧洲市场申请的7件专利提出了异议，其中两者共同对OPPO的3件专利提出异议，Sisvel单独对OPPO的2件专利提出异议，华为单独对另外2件专利提出异议。</p><p>面对华为的狙击，OPPO方面似乎并没有作出太大的反映，有业界人士认为这可能与OPPO的企业文化有关，OPPO向来强调本分而不愿与其他企业爆发激烈冲突，相关人士呼吁华为和OPPO均是中国企业应该共同合作对外。</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>让人困惑，华为疑似狙击OPPO而不是发展更为凶猛的小米</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让人困惑，华为疑似狙击OPPO而不是发展更为凶猛的小米\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-25 21:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101252137407d302c7e&s=b><strong>柏铭2018</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>欧洲专利局的信息显示，华为和专利流氓Sisvel均对OPPO的专利提出了异议，业界人士指出这疑似是华为狙击OPPO，原因是OPPO的发展颇为迅猛，然而让人奇怪的是华为却没有在专利方面狙击发展势头更为凶猛的小米。在全球智能手机市场，随着华为的衰退，小米已成为最大的受益者，据counterpoint公布的2020年Q3的数据，该季度华为手机出货量同比下滑7%，而小米手机的出货量则同比猛增46%，小米的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101252137407d302c7e&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/ce88d7c500914d5edde5f4ccbc6959f5","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101252137407d302c7e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2106444652","content_text":"欧洲专利局的信息显示，华为和专利流氓Sisvel均对OPPO的专利提出了异议，业界人士指出这疑似是华为狙击OPPO，原因是OPPO的发展颇为迅猛，然而让人奇怪的是华为却没有在专利方面狙击发展势头更为凶猛的小米。在全球智能手机市场，随着华为的衰退，小米已成为最大的受益者，据counterpoint公布的2020年Q3的数据，该季度华为手机出货量同比下滑7%，而小米手机的出货量则同比猛增46%，小米的手机出货量增速在国产手机四强中高居第一名。该季度OPPO手机的出货量同比下滑4%，看起来表现不如小米，然而值得注意的是OPPO还有一个独立出去的品牌realme。counterpoint的数据显示该季度realme的出货量同比增长45%，如果将OPPO和realme的出货量合并将达到4480万部，排名也可以提高到全球第四名，相比第三名的小米的4620万部并不落后太多。在欧洲市场，小米的表现也远比OPPO优秀，2020年Q2的数据显示华为在欧洲智能手机市场已跌至第四名，而小米则晋身至第四名，OPPO虽然也位居欧洲智能手机市场第五名，但是OPPO在欧洲市场的份额仅有个位数，而小米则占有接近两成的市场份额。看起来小米的手机出货量确实比OPPO更高，然而华为却很少在专利方面狙击小米，而频频对OPPO出手，这或许在于OPPO的技术研发实力比小米强得多，OPPO的发展后劲更足有关。在国产手机四强当中，华为无疑是技术实力最强的手机企业，而OPPO则仅次于华为，OPPO的专利申请量仅次于华为，2020年中国的专利授权量排名OPPO同样仅次于华为。华为早在十多年前就已在国际市场申请专利，OPPO同样很早就开始在国际市场申请专利。在目前广受关注的5G核心专利方面，OPPO在ETSI宣称1400+族5G标准专利，估计在宣称拥有5G核心专利的中国企业当中，OPPO仅次于华为和中兴，由此可以看出OPPO相当重视技术研发。OPPO和小米都已进入印度和欧洲市场，但是拥有专利优势的爱立信曾在印度市场发起对小米的专利诉讼却没有针对OPPO发起诉讼，这或许也从侧面显示出OPPO在专利方面拥有更强的优势。华为能在全球智能手机市场迅速崛起并一度冲至全球智能手机市场第一名，依靠的正是它雄厚的技术研发实力，而随着它的衰退，小米和OPPO在快速崛起，华为没有在专利方面狙击小米，反而对OPPO出手，或许就在于它担忧OPPO依靠技术研发优势而能走得更远吧。可能正是忧虑OPPO在技术方面的优势，华为选择对OPPO出手，据欧洲专利局的信息显示华为和专利流氓Sisvel已对OPPO在欧洲市场申请的7件专利提出了异议，其中两者共同对OPPO的3件专利提出异议，Sisvel单独对OPPO的2件专利提出异议，华为单独对另外2件专利提出异议。面对华为的狙击，OPPO方面似乎并没有作出太大的反映，有业界人士认为这可能与OPPO的企业文化有关，OPPO向来强调本分而不愿与其他企业爆发激烈冲突，相关人士呼吁华为和OPPO均是中国企业应该共同合作对外。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310188126,"gmtCreate":1611284176765,"gmtModify":1703749421868,"author":{"id":"3494203547555812","authorId":"3494203547555812","name":"入坑太深","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494203547555812","authorIdStr":"3494203547555812"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>请问我现在还有机会吗","text":"$小米集团-W(01810)$请问我现在还有机会吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/973495190","isVote":1,"tweetType":1,"viewCount":2051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305966977,"gmtCreate":1604884947799,"gmtModify":1703834941144,"author":{"id":"3494203547555812","authorId":"3494203547555812","name":"入坑太深","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494203547555812","idStr":"3494203547555812"},"themes":[],"htmlText":"说的啥时候的事","listText":"说的啥时候的事","text":"说的啥时候的事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305966977","repostId":"2082708479","repostType":2,"repost":{"id":"2082708479","pubTimestamp":1604874180,"share":"https://www.laohu8.com/m/news/2082708479?lang=&edition=full","pubTime":"2020-11-09 06:23","market":"us","language":"zh","title":"小米的尴尬：沦为华为与苹果大战的看客 388亿存货压力难解","url":"https://stock-news.laohu8.com/highlight/detail?id=2082708479","media":"凤凰网财经","summary":"曾几何时，国产手机的标签就是山寨功能机，唯一的亮点可能就是高亢的铃声和超长的待机。年轻人以使用苹果、三星、诺基亚和摩托罗拉作为炫耀的资本，而对国产手机羞于拿出手。直到一家公司的诞生彻底打破了这样的局面...","content":"<html><body><div>\n<p>\r\n                原标题：市值观察丨小米的尴尬：沦为华为与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>大战的看客 388亿存货压力难解\r\n            </p>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.01810&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　曾几何时，国产手机的标签就是山寨功能机，唯一的亮点可能就是高亢的铃声和超长的待机。</p>\n<p>　　年轻人以使用<span>苹果</span><span></span>、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、<span><a href=\"https://laohu8.com/S/NOK\">诺基亚</a></span><span></span>和摩<span>托罗</span><span></span>拉作为炫耀的资本，而对国产手机羞于拿出手。</p><div></div>\n<p>　　直到一家<span href=\"http://baike.eastmoney.com/item/公司\" target=\"_blank\" web=\"1\">公司</span>的诞生彻底打破了这样的局面，它就是小米。</p>\n<p>　　<strong>国产智能手机崛起</strong></p>\n<p>　　说小米是中国智能手机的开拓者和领路人并不为过，即便后来崛起的华为、OPPO、vivo，在后期发展过程中多少带着它的影子，格外追求用户体验和硬件配置。</p>\n<p>　　小米掀起了一股智能手机热潮，很多局外人也受其感染进军智能手机市场。比如我们熟知的一位喜欢说段子的英语老师，研发了锤子手机；还有一位喜欢为梦想窒息的<span href=\"http://baike.eastmoney.com/item/互联网\" target=\"_blank\" web=\"1\">互联网</span>大佬，研发了乐视手机，而且还模仿小米开发了一个大生态；还有做空调、做杀毒软件也都曾窥探这一市场。</p>\n<center><img src=\"https://dfscdn.dfcfw.com/download/B9503389039200763905\"/></center><p>　　短短八年，在小米的带领下中国智能手机厂商在国内掀翻了“傲慢”的三星，在国际跟<span href=\"http://quote.eastmoney.com/us/AAPL.html?Market=NASDAQ\" target=\"_blank\" web=\"1\">苹果</span>分庭抗礼。</p>\n<p>　　在IDC最新发布全球智能手机季度数据显示，今年上半年全球<span href=\"http://baike.eastmoney.com/item/出货\" target=\"_blank\" web=\"1\">出货</span>量排名前五的厂商分别为：华为(5580万部)、三星(5420万部)、<span href=\"http://quote.eastmoney.com/us/AAPL.html?Market=NASDAQ\" target=\"_blank\" web=\"1\">苹果</span>(3760万部)、小米(2850万部)和OPPO(2400万部)，小米、华为和OPPO三家中国厂商合计占据40%市场份额。</p>\n<p>　　《市值观察》还注意到，华为、小米、OPPO、vivo经过多年的努力，不仅能够挤压小众<span href=\"http://baike.eastmoney.com/item/品牌\" target=\"_blank\" web=\"1\">品牌</span>的市场份额，而且还能够不断蚕食苹果和三星“地盘”，如三星的市场份额已经从2019年的23%下降至19.5%。</p>\n<p>　　<strong>小米的“铁人三项”初见雏形</strong></p>\n<p>　　雷军在小米成立之初提出了著名软件+硬件+互联网服务的“铁人三项”<span href=\"http://baike.eastmoney.com/item/商业\" target=\"_blank\" web=\"1\">商业</span>模式。即做具有顶级配置、极致性能的智能手机，搭载高度定制、体验绝佳的系统和应用软件，按成本定价，然后以最高效的电商渠道取代所有中间环节，将<span href=\"http://baike.eastmoney.com/item/产品\" target=\"_blank\" web=\"1\">产品</span>直接送到用户手中，最后持续提供互联网服务，以实现商业变现。</p>\n<p>　　2017年，雷军根据小米的发展又提出全新的“铁人三项”，即由硬件+新零售+互联网，新零售替换少了此前的软件。其中硬件业务是小米自身三大硬件体系：手机、电视、路由器和外部的生态链智能硬件；互联网业务包括MIUI、互娱、云服务、金融、影业；而全新出现的新零售版块则包含小米商城、全网电商、小米之家、米家有品四项。</p>\n<p>　　从收入来看小米的“铁人三项”已经基本成型，尤其是新零售和互联网业务近些年发展势头非常迅猛，虽然<span>营业收入</span>规模与智能手机有所差距，但是凭<span href=\"http://baike.eastmoney.com/item/借\" target=\"_blank\" web=\"1\">借</span>高毛<span>利率</span>已经成为小米主要的支柱业务。</p>\n<center><img src=\"https://dfscdn.dfcfw.com/download/B9503389039207079937\"/></center><p>　　据数据显示， 今年上半年小米的智能手机、IoT 及生活消费品和互联网服务的营业收入分别为619.52亿元、282.37亿元和118.08亿元，毛<span href=\"http://baike.eastmoney.com/item/利润\" target=\"_blank\" web=\"1\">利润</span>分别为 47.43亿元、34.79亿元和69.32亿元。</p>\n<p>　　在“铁人三项”的催化下，小米构筑了自己独有的三条护城河。</p>\n<p>　　首先，智能手机。智能手机是小米生态开启的第一步，在其经营中起着至关重要的作用。目前小米智能手机贯穿整个低、中、高端手机市场，凭借超高性价比俘获了众多用户，而且粉丝忠诚度较高并形成了独特群体，也就是大家熟知的“米粉”。</p>\n<p>　　其次，IoT 及生活消费品。截至 2020 年第二季度，小米已投资300 多家物联网设备初创<span href=\"http://baike.eastmoney.com/item/企业\" target=\"_blank\" web=\"1\">企业</span>，涉及白电、黑电、小家电、日用品等两千多种产品 SKU，覆盖用户多元化的生活场景，精准触达客户。IoT 在帮助小米不断扩大用户群体时，与手机一同发挥<span href=\"http://baike.eastmoney.com/item/乘数\" target=\"_blank\" web=\"1\">乘数</span>效应，进一步巩固小米商业模式的护城河。</p>\n<p>　　另外，探索<span href=\"http://baike.eastmoney.com/item/产业\" target=\"_blank\" web=\"1\">产业</span>投资。在过去投资生态链企业的打法让小米的商业版图不断扩大。截至到2020年上半年，小米投资的生态链企业已经超过300家，这些公司总账面价值达到了<span href=\"http://baike.eastmoney.com/item/人民币\" target=\"_blank\" web=\"1\">人民币</span>368亿元。</p>\n<center><img emheight=\"244\" src=\"https://dfscdn.dfcfw.com/download/B9503389039204974595\" width=\"580\"/></center><p>　　近期，小米生态链又迎来了一家新的上市公司，继<span><a href=\"https://laohu8.com/S/HMI\">华米科技</a></span><span></span>、<span>云米</span><span></span>科技、<span><a href=\"https://laohu8.com/S/688169\">石头科技</a></span><span></span>之后，<a href=\"https://laohu8.com/S/689009\">九号公司</a>成功登陆资本市场。</p>\n<center><img src=\"https://dfscdn.dfcfw.com/download/B9503389039186026500\"/></center><p>　　<a href=\"https://laohu8.com/S/46816\">小米集团</a>不仅是九号公司的<span>股东</span>，还是九号公司重要的合作伙伴。小米集团董事长雷军发文称：“九号公司的成功上市，是对小米生态模式的又一次印证。未来，小米将继续以开放共赢的生态模式，帮助更多的优秀企业，共同推动整个中国<span href=\"http://baike.eastmoney.com/item/制造业\" target=\"_blank\" web=\"1\">制造业</span>转型升级。”</p>\n<p>　　<strong>进军高端市场失利 388亿元存货待解</strong></p>\n<p>　　在经历多年的发展，小米在取得不俗的成绩同时，也积攒了一些不得不面对的问题。目前最大的两个问题，一个是智能手机进入存量时代，小米在多重压力下有些力不从心。另一个是近些年积攒下来高达388亿元的存货。</p>\n<p>　　全球智能手机市场进入存量期已经成为共识，各大手机厂商已经进入“贴身肉搏”状态，小米的营业收入放缓因此也就顺理成章。2017-2020年6月末，小米营业收入分别为1146.25亿元、1749.15亿元、2058.39亿元和1032.40亿元，<span href=\"http://baike.eastmoney.com/item/同比\" target=\"_blank\" web=\"1\">同比</span>增速67.50%、52.60%、17.68%和7.87%。</p>\n<p>　　不过令人感到担忧的是小米出现结构性增长失衡，智能手机业务增速下滑，国内业务增速下滑。</p>\n<p>　　小米智能手机2017-2020年6月末，营业收入分别为805.64亿元、1138亿元、1220.95亿元和619.52亿元，同比增速分别为65.21%、41.26%、7.29%和4.95%，即便是没有疫情影响的2019年，智能手机增速也已经下滑至个位数。</p>\n<p>　　值得注意的是，今年上半年小米在国内营业收入出现负增长4.7%，但是在国外却有26.43%增长，因此将国内市场的负增长不能简单归结于疫情影响。</p>\n<p>　　而据IDC预测2020年，全球5G手机<span href=\"http://baike.eastmoney.com/item/出货量\" target=\"_blank\" web=\"1\">出货量</span>约2.4亿台，而中国市场的贡献将超过1.6亿台，占比约67.7%，在未来5年内，中国也将持续占据全球约一半的市场份额，国内市场是小米无论如何也不能失守的市场。</p>\n<center><img emheight=\"464\" src=\"https://dfscdn.dfcfw.com/download/B9503389039200763906\" width=\"580\"/></center><p>　　小米营收放缓一项重要因素是小米手机在高端市场表现乏力，而低端市场却出现萎缩。</p>\n<p>　　据IDC最新数据显示，中国市场低端手机的市场份额正在缩小，中、高端机的市场份额正在逐步放大，而中、高端市场却是小米较为薄弱的地方。过去小米手机一直以来主推性价比高，但是也并非没有想往高端市场挺进的野心，只不过尝试下推出多款机型表现不如一人。</p>\n<center><img src=\"https://dfscdn.dfcfw.com/download/B9503389039194447874\"/></center><p>　　据IDC公布的上半年关于中国手机市场600美元(约合人民币4000元)以上的高端手机销量的报告。今年上半年国内600美元以上的手机总销量为2350万台，其中华为以44.1%的份额排名第一，苹果以44%的份额排名第二，小米仅以4%的份额排名第三，OPPO以2.6%的份额排名第四，三星以2.5%的份额排名第五，其它品牌的份额为2.9%。</p>\n<center><img emheight=\"301\" src=\"https://dfscdn.dfcfw.com/download/B9503389047792812033\" width=\"580\"/></center><p>　　小米面临着另一个严峻问题是存货压力。据数据显示，小米近些年存货大幅攀升，2017年-2020年6月末分别为163.42亿元、294.8亿元、325.85亿元和388.56亿元。</p>\n<center><img emheight=\"310\" src=\"https://dfscdn.dfcfw.com/download/B9503389047797014529\" width=\"580\"/></center><p>　　从结构上来看，小米目前近400亿存货中包括133.6亿元<span href=\"http://baike.eastmoney.com/item/原材料\" target=\"_blank\" web=\"1\">原材料</span>、193.54亿元制成品、39.11亿元在制品、备品备件19.73亿元和其他14.34亿元，另外扣除11.77亿元的<span href=\"http://baike.eastmoney.com/item/减值准备\" target=\"_blank\" web=\"1\">减值准备</span>。</p>\n<p>　　小米集团发布一季报时，小米集团总裁王翔针对存货出现跌价预期表示“绝大部分存货问题源于2、3月份受疫情影响，生产情况远低于预期，原材料运输也有一定延缓，所以公司产生一些原材料存货。现在随着产能恢复，存货问题已经解决”。但是从二季度数据来看，显然这个问题并没有太好解决。</p>\n<p>　　雷军曾多次跟媒体提及小米误打误撞通过国际化消化库存“2015年初刚组建小米印度团队，因为经验不足产生了高达10亿库存。死磕了一年多，这要命的10亿库存，基本消化了。这次救火行动带来一个意想不到的回报，开拓出来的渠道成了国际业务的先遣队，大大提速了我们国际化的进度。”</p>\n<p>　　根据Canalys的数据，按智能手机出货量计，小米2020年第二季度已在全球总共50个国家和地区市占率排名前五，在25个国家和地区排名前三。</p>\n<p>　　但是，目前小米的存货已经提升至388亿，而全球还有多少市场来让小米来消化，这是一个不得不面对的问题。</p>\n<p>　　<strong>小米的尴尬</strong></p>\n<p>　　最尴尬的可能不是输掉比赛，而是没有资格上场。</p>\n<p>　　几天之前，华为发布新机华为mate40，当时曾有媒体做了“谁才是心中最理想的旗舰手机？”调查，其中选项为仅华为mate40和iPone12，小米手机并没有出现在选项中。《市值观察》发现，目前市面上的主流媒体普遍将华为对标苹果，而小米对标的却是华为荣耀。</p>\n<p>　　显然，在华为与苹果的大战中，无论小米想不想，都已经沦为看客。</p>\n<p>　　不过，凡是过往，皆为序章。对于科技企业来讲，过去的问题从来不是问题。</p>\n<p>　　小米创造了很多历史，其中一项是“世界上没有任何一家手机公司，在销量下滑之后还能重新恢复增长”，但是小米打破了这个“魔咒”，他们在经历了2016年的“寒冬”之后，2017年手机重新杀回舞台的中央，销量恢复正增长。</p>\n<p>　　“相信自己，一往无前”，这是小米最新的口号，也是长期以来小米人的精神！</p>\n<p>　　非常期待小米重新振奋，重新推出“发烧”的产品，重新点燃年轻人的热情，重新加入苹果和华为的战局！</p><p>（文章来源：<span href=\"http://baike.eastmoney.com/item/凤凰网\" target=\"_blank\" web=\"1\">凤凰网</span>财经）</p>\n<p>\r\n                (责任编辑：DF512)\r\n            </p>\n</div></body></html>","source":"stock_eastmoney","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>小米的尴尬：沦为华为与苹果大战的看客 388亿存货压力难解</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小米的尴尬：沦为华为与苹果大战的看客 388亿存货压力难解\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-09 06:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202011091693030856.html><strong>凤凰网财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：市值观察丨小米的尴尬：沦为华为与苹果大战的看客 388亿存货压力难解\r\n            \n　　曾几何时，国产手机的标签就是山寨功能机，唯一的亮点可能就是高亢的铃声和超长的待机。\n　　年轻人以使用苹果、三星、诺基亚和摩托罗拉作为炫耀的资本，而对国产手机羞于拿出手。\n　　直到一家公司的诞生彻底打破了这样的局面，它就是小米。\n　　国产智能手机崛起\n　　说小米是中国智能手机的开拓者和领路人...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202011091693030856.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/14d6e649b06703312499e84952510944","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","AAPL":"苹果"},"source_url":"http://finance.eastmoney.com/a/202011091693030856.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2082708479","content_text":"原标题：市值观察丨小米的尴尬：沦为华为与苹果大战的看客 388亿存货压力难解\r\n            \n　　曾几何时，国产手机的标签就是山寨功能机，唯一的亮点可能就是高亢的铃声和超长的待机。\n　　年轻人以使用苹果、三星、诺基亚和摩托罗拉作为炫耀的资本，而对国产手机羞于拿出手。\n　　直到一家公司的诞生彻底打破了这样的局面，它就是小米。\n　　国产智能手机崛起\n　　说小米是中国智能手机的开拓者和领路人并不为过，即便后来崛起的华为、OPPO、vivo，在后期发展过程中多少带着它的影子，格外追求用户体验和硬件配置。\n　　小米掀起了一股智能手机热潮，很多局外人也受其感染进军智能手机市场。比如我们熟知的一位喜欢说段子的英语老师，研发了锤子手机；还有一位喜欢为梦想窒息的互联网大佬，研发了乐视手机，而且还模仿小米开发了一个大生态；还有做空调、做杀毒软件也都曾窥探这一市场。\n　　短短八年，在小米的带领下中国智能手机厂商在国内掀翻了“傲慢”的三星，在国际跟苹果分庭抗礼。\n　　在IDC最新发布全球智能手机季度数据显示，今年上半年全球出货量排名前五的厂商分别为：华为(5580万部)、三星(5420万部)、苹果(3760万部)、小米(2850万部)和OPPO(2400万部)，小米、华为和OPPO三家中国厂商合计占据40%市场份额。\n　　《市值观察》还注意到，华为、小米、OPPO、vivo经过多年的努力，不仅能够挤压小众品牌的市场份额，而且还能够不断蚕食苹果和三星“地盘”，如三星的市场份额已经从2019年的23%下降至19.5%。\n　　小米的“铁人三项”初见雏形\n　　雷军在小米成立之初提出了著名软件+硬件+互联网服务的“铁人三项”商业模式。即做具有顶级配置、极致性能的智能手机，搭载高度定制、体验绝佳的系统和应用软件，按成本定价，然后以最高效的电商渠道取代所有中间环节，将产品直接送到用户手中，最后持续提供互联网服务，以实现商业变现。\n　　2017年，雷军根据小米的发展又提出全新的“铁人三项”，即由硬件+新零售+互联网，新零售替换少了此前的软件。其中硬件业务是小米自身三大硬件体系：手机、电视、路由器和外部的生态链智能硬件；互联网业务包括MIUI、互娱、云服务、金融、影业；而全新出现的新零售版块则包含小米商城、全网电商、小米之家、米家有品四项。\n　　从收入来看小米的“铁人三项”已经基本成型，尤其是新零售和互联网业务近些年发展势头非常迅猛，虽然营业收入规模与智能手机有所差距，但是凭借高毛利率已经成为小米主要的支柱业务。\n　　据数据显示， 今年上半年小米的智能手机、IoT 及生活消费品和互联网服务的营业收入分别为619.52亿元、282.37亿元和118.08亿元，毛利润分别为 47.43亿元、34.79亿元和69.32亿元。\n　　在“铁人三项”的催化下，小米构筑了自己独有的三条护城河。\n　　首先，智能手机。智能手机是小米生态开启的第一步，在其经营中起着至关重要的作用。目前小米智能手机贯穿整个低、中、高端手机市场，凭借超高性价比俘获了众多用户，而且粉丝忠诚度较高并形成了独特群体，也就是大家熟知的“米粉”。\n　　其次，IoT 及生活消费品。截至 2020 年第二季度，小米已投资300 多家物联网设备初创企业，涉及白电、黑电、小家电、日用品等两千多种产品 SKU，覆盖用户多元化的生活场景，精准触达客户。IoT 在帮助小米不断扩大用户群体时，与手机一同发挥乘数效应，进一步巩固小米商业模式的护城河。\n　　另外，探索产业投资。在过去投资生态链企业的打法让小米的商业版图不断扩大。截至到2020年上半年，小米投资的生态链企业已经超过300家，这些公司总账面价值达到了人民币368亿元。\n　　近期，小米生态链又迎来了一家新的上市公司，继华米科技、云米科技、石头科技之后，九号公司成功登陆资本市场。\n　　小米集团不仅是九号公司的股东，还是九号公司重要的合作伙伴。小米集团董事长雷军发文称：“九号公司的成功上市，是对小米生态模式的又一次印证。未来，小米将继续以开放共赢的生态模式，帮助更多的优秀企业，共同推动整个中国制造业转型升级。”\n　　进军高端市场失利 388亿元存货待解\n　　在经历多年的发展，小米在取得不俗的成绩同时，也积攒了一些不得不面对的问题。目前最大的两个问题，一个是智能手机进入存量时代，小米在多重压力下有些力不从心。另一个是近些年积攒下来高达388亿元的存货。\n　　全球智能手机市场进入存量期已经成为共识，各大手机厂商已经进入“贴身肉搏”状态，小米的营业收入放缓因此也就顺理成章。2017-2020年6月末，小米营业收入分别为1146.25亿元、1749.15亿元、2058.39亿元和1032.40亿元，同比增速67.50%、52.60%、17.68%和7.87%。\n　　不过令人感到担忧的是小米出现结构性增长失衡，智能手机业务增速下滑，国内业务增速下滑。\n　　小米智能手机2017-2020年6月末，营业收入分别为805.64亿元、1138亿元、1220.95亿元和619.52亿元，同比增速分别为65.21%、41.26%、7.29%和4.95%，即便是没有疫情影响的2019年，智能手机增速也已经下滑至个位数。\n　　值得注意的是，今年上半年小米在国内营业收入出现负增长4.7%，但是在国外却有26.43%增长，因此将国内市场的负增长不能简单归结于疫情影响。\n　　而据IDC预测2020年，全球5G手机出货量约2.4亿台，而中国市场的贡献将超过1.6亿台，占比约67.7%，在未来5年内，中国也将持续占据全球约一半的市场份额，国内市场是小米无论如何也不能失守的市场。\n　　小米营收放缓一项重要因素是小米手机在高端市场表现乏力，而低端市场却出现萎缩。\n　　据IDC最新数据显示，中国市场低端手机的市场份额正在缩小，中、高端机的市场份额正在逐步放大，而中、高端市场却是小米较为薄弱的地方。过去小米手机一直以来主推性价比高，但是也并非没有想往高端市场挺进的野心，只不过尝试下推出多款机型表现不如一人。\n　　据IDC公布的上半年关于中国手机市场600美元(约合人民币4000元)以上的高端手机销量的报告。今年上半年国内600美元以上的手机总销量为2350万台，其中华为以44.1%的份额排名第一，苹果以44%的份额排名第二，小米仅以4%的份额排名第三，OPPO以2.6%的份额排名第四，三星以2.5%的份额排名第五，其它品牌的份额为2.9%。\n　　小米面临着另一个严峻问题是存货压力。据数据显示，小米近些年存货大幅攀升，2017年-2020年6月末分别为163.42亿元、294.8亿元、325.85亿元和388.56亿元。\n　　从结构上来看，小米目前近400亿存货中包括133.6亿元原材料、193.54亿元制成品、39.11亿元在制品、备品备件19.73亿元和其他14.34亿元，另外扣除11.77亿元的减值准备。\n　　小米集团发布一季报时，小米集团总裁王翔针对存货出现跌价预期表示“绝大部分存货问题源于2、3月份受疫情影响，生产情况远低于预期，原材料运输也有一定延缓，所以公司产生一些原材料存货。现在随着产能恢复，存货问题已经解决”。但是从二季度数据来看，显然这个问题并没有太好解决。\n　　雷军曾多次跟媒体提及小米误打误撞通过国际化消化库存“2015年初刚组建小米印度团队，因为经验不足产生了高达10亿库存。死磕了一年多，这要命的10亿库存，基本消化了。这次救火行动带来一个意想不到的回报，开拓出来的渠道成了国际业务的先遣队，大大提速了我们国际化的进度。”\n　　根据Canalys的数据，按智能手机出货量计，小米2020年第二季度已在全球总共50个国家和地区市占率排名前五，在25个国家和地区排名前三。\n　　但是，目前小米的存货已经提升至388亿，而全球还有多少市场来让小米来消化，这是一个不得不面对的问题。\n　　小米的尴尬\n　　最尴尬的可能不是输掉比赛，而是没有资格上场。\n　　几天之前，华为发布新机华为mate40，当时曾有媒体做了“谁才是心中最理想的旗舰手机？”调查，其中选项为仅华为mate40和iPone12，小米手机并没有出现在选项中。《市值观察》发现，目前市面上的主流媒体普遍将华为对标苹果，而小米对标的却是华为荣耀。\n　　显然，在华为与苹果的大战中，无论小米想不想，都已经沦为看客。\n　　不过，凡是过往，皆为序章。对于科技企业来讲，过去的问题从来不是问题。\n　　小米创造了很多历史，其中一项是“世界上没有任何一家手机公司，在销量下滑之后还能重新恢复增长”，但是小米打破了这个“魔咒”，他们在经历了2016年的“寒冬”之后，2017年手机重新杀回舞台的中央，销量恢复正增长。\n　　“相信自己，一往无前”，这是小米最新的口号，也是长期以来小米人的精神！\n　　非常期待小米重新振奋，重新推出“发烧”的产品，重新点燃年轻人的热情，重新加入苹果和华为的战局！（文章来源：凤凰网财经）\n\r\n                (责任编辑：DF512)","news_type":1},"isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303886101,"gmtCreate":1603096264003,"gmtModify":1703828624982,"author":{"id":"3494203547555812","authorId":"3494203547555812","name":"入坑太深","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494203547555812","idStr":"3494203547555812"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01597\">$纳泉能源科技(01597)$</a>中了，是好事吗？","listText":"<a href=\"https://laohu8.com/S/01597\">$纳泉能源科技(01597)$</a>中了，是好事吗？","text":"$纳泉能源科技(01597)$中了，是好事吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/303886101","isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":973076862,"gmtCreate":1598409316356,"gmtModify":1704218712257,"author":{"id":"3494203547555812","authorId":"3494203547555812","name":"入坑太深","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494203547555812","idStr":"3494203547555812"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>大家估计下能到20吗？","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>大家估计下能到20吗？","text":"$小米集团-W(01810)$大家估计下能到20吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/973076862","isVote":1,"tweetType":1,"viewCount":3370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338916375,"gmtCreate":1609807249897,"gmtModify":1703740578503,"author":{"id":"3494203547555812","authorId":"3494203547555812","name":"入坑太深","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494203547555812","idStr":"3494203547555812"},"themes":[],"htmlText":"这是之前的存货吧","listText":"这是之前的存货吧","text":"这是之前的存货吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338916375","repostId":"2101579699","repostType":2,"repost":{"id":"2101579699","pubTimestamp":1609803301,"share":"https://www.laohu8.com/m/news/2101579699?lang=&edition=full","pubTime":"2021-01-05 07:35","market":"hk","language":"zh","title":"股价下跌，四面楚歌！小米，难了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2101579699","media":"中财网","summary":"相较于小米出货量上涨，华为则因遭受打压，出货量同比下滑了22%，最终恰好构成“一退一进”的关系。2股价升高，实中有虚当前，小米市值主要靠业绩推动，但也离不开资本运作，因此实中有虚。首先，小米增发后股价一度下跌，其中2日收盘时为24.3港元，下跌了7.07%。此外，再加上小米高管在股价高位减持，必然会消耗资本预期，以至于利空，使得短期股价并不便宜，而且难以降低。因此，小米要保持千亿美元市值，难度可能不是一般的大。","content":"<html><body><article><p>12月26日，雷军在<a href=\"https://laohu8.com/S/WB\">微博</a>宣布，小米11将不再送充电头了：</p><p>结果，网友们并不买账，他们认为所谓环保的说法纯粹是用来替自己省钱的借口。毕竟，此前小米还曾因为同样的事情嘲讽过<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，其通过西班牙推特账号表示，智能手机不配置充电器就是“一场噩梦”。</p><p>但不管怎样，小米的热度，还是被雷军“炒”了起来。甚至可以说，小米至少承包了12月份手机市场热度的一半：</p><p>15日，网上盛传“小米和 <a href=\"https://laohu8.com/S/002594\">比亚迪</a>联合出品汽车”，小米总办对此进行了辟谣；24日，小米印度推特宣布，将在1月5日举行新品发布会；28日，小米还要举办今年最后一场新品发布会。</p><p>更加博人眼球的是，自2019年果断用红米替换掉争议中心的小米后，小米市值实现了超1000亿美元，股价几乎翻倍，已非常接近雷军在上市庆功宴上承诺的“让投资人赚一倍的目标”。</p><p>然而，当前股价明显得益于诸多外部利好的助推，一方面，这些因素不确定性高；另一方面，国内市场竞争格局基本没变。那么，在这种情况下，小米真能够继续保持良好的增长势头吗？</p><p>1</p><p>外部利好，难以持久</p><p>小米股价上涨离不开业绩助推，但背后诸多外部利好却可能难以长期维持。</p><p>根据DC数据显示，全球智能机出货量第三季度同期下滑1.3%，为3.536亿部，而小米出货量同比增长42%达到4650万部，同时<span>市场占有率</span>为13.1%，小米赶超苹果跃居第三，可谓逆势增长。</p><p>相较于小米出货量上涨，华为则因遭受打压，出货量同比下滑了22%，最终恰好构成“一退一进”的关系。根据公开资料可知，小米通过增加营销，部分地获取了华为留下来的用户。</p><p>再加上华为与荣耀分离，后者在中低端机型上失去基本盘，使得小米的红米(特别是ReadMe Note 8系列)出货量不减反增，实现所谓“逆势增长”。这是小米业绩抢眼的首要原因。</p><p>其次，小米之所以能够赶超苹果，也跟后者对出货量的计算方式有一定关系。值得注意的是，新机iPhone 12的出货量是从10月份开始算起，并不会计入第三季度。对于苹果用户群体来说，大多数并不会在新品发布前赶着买手机，因此出货量降低可想而知。</p><p>所以说，10月份之后，苹果的出货量必然会出现一波增长。如果要进一步比较小米和苹果的业绩，那么加上第四季度的出货量后，可能长时段数据水分更少，同时也更能够说明真实的态势。</p><p>最后，小米出货量与消费水平的变动同样存在一定程度的合辙关系。直白地讲，小米尽管也在运营高端机，但主要市场份额还是在中低端市场。从数据来看，ReadMe Note 8系列出货量最高，价格在千元上下浮动。</p><p>在上半年因疫情封锁之下，限于收入先是不敢消费，后来不敢进行报复性消费，因此消费水平整体下降。在这种情况下，小米的主要市场和消费水平变动合辙，争取到的消费者自然增多。当然，市占率上涨，因客单价问题，获利优势并不明显。</p><p>2</p><p>股价升高，实中有虚</p><p>当前，小米市值主要靠业绩推动，但也离不开资本运作，因此实中有虚。就在12月2日，小米<span>增发</span>了10亿股股票，发行价为23.70港元，最终占扩大后股本的4.0%以及获得1.5%的投票权。</p><p>不仅如此，在增发股票的同时，小米还表示将发行8.9亿美元(约69亿港元) 可转债。合计下来，小米增发股票和发行 可转债最终将募资近40亿美元，大约310亿港元。</p><p>面对小米的资本操作，市场反应比较激烈。</p><p>首先，小米增发后股价一度下跌，其中2日收盘时为24.3港元，下跌了7.07%。尽管通过比较当时股价和上市17元的股价，可以发现整体趋势达到50%的涨幅，但是增发的效果明显因下跌而打了折扣。</p><p>更重要的是，不管小米表示募资用途如何，这实际都构成了融资式加速扩张，会降低股东收益，尤其对小股东更为不利。</p><p>其次，这可能反映出小米对未来预期比较悲观。尽管疫情得到控制，但全球范围内的影响却远远没有消除，这使得未来信贷会持续宽松还是转向收紧的变数增加。</p><p>特别是当前国际形势变迁，也加剧了资本市场的不稳定性。在这种情况下，小米赶在收紧之前“储粮”，就是顺理成章的事情了。</p><p>最后，港股配售造成至少短期内只能增不能减的利空局面。小米港股配售引入机构，相当于定增，确实有助于改进<span>股权结构</span>。小米第三季度资本负债率为55%，引入后可能降为49%，但是会推高股价。</p><p>此外，再加上小米高管在股价高位减持，必然会消耗资本预期，以至于利空，使得短期股价并不便宜，而且难以降低。因此，小米市值的质量可能有待观察。</p><p>3</p><p>竞争格局，基本未变</p><p>总的来看，小米在花团锦簇的市值下，存在着难以真正破局的卡位困难。</p><p>首先，助推业绩的利好明显属于外部因素，很难长期保存；其次，股市高值实中有虚，可能存在利空的隐患；最后尤为重要的是，小米并未能够切实撬动当前的市场竞争格局。</p><p>这么看，小米不仅继续冲刺困难，保住现有排名也存在压力。在这个意义上，小米所谓卡位并不容易。</p><p>首先，华为尽管市场被蚕食，出货量下降，但仍然高于小米。相较于小米，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>继续以22.7%的市场占有率排名第一，而华为出货量仍然高达5190万部，市场占有率为14.7，排名靠前为第二位。</p><p>不仅如此，随着传出<a href=\"https://laohu8.com/S/QCOM\">高通</a>获得供货许可的消息，得到高端芯片的供应，华为未来继续甩开小米不难想象。当然，即使打压没有改变，也不排除华为能够破解外在压力的可能。</p><p>其次，小米以线上玩法起家，仍然承受着来自多方竞争者多方位的挤压。荣耀尽管跟华为剥离，但是被渠道商接手后，针对小米的线上竞争并没有消失。</p><p>另外，荣耀可能还将开辟线下赛道，毕竟存在渠道商的优势，因此小米可能需要迫切补齐线下渠道。对于小米来说，线下运营丧失一二线以下城市先机，已经走在后面了。</p><p>还有一个有意思的消息，就在雷军称不送充电器当日，经过数码博主戈蓝的爆料，iQOO抢先小米在线下曝光新机，成为第一款搭载骁龙888手机。</p><p>最后，市场诸强格局基本未变，激烈竞争态势有增无减。就国内市场而言，小米不仅不是一家独大，而且始终处在华为系、OV系等激烈竞争的包围里。其中，OV系是OPPO和VIVO的合称，包括OPPO和VIVO这两个大品牌以及它们各自的子品牌。</p><p>而站在国际市场的角度，竞争从低端市场延伸到高端市场，从销量、份额的增长转移到芯片、5G等尖端链条的深层次领域。在这方面，小米与苹果相比，没有多少优势。</p><p>根据11月<a href=\"https://laohu8.com/S/JD\">京东</a>自营手机销量可知，iPhone12系列合计销量接近100万部，稳居5G智能手机榜首，仍然占据着能够碾压对手的优势地位。</p><p>因此，小米要保持千亿美元市值，难度可能不是一般的大。面对未来巨大的不确定性，对于小米来说，不管是技术还是市场，均面临着愈来愈严峻的形势。</p><p>至于后续，小米能否在竞争激烈的态势中保持良好势头，可能重点要看高端市场能否能够扭转劣势了。对此，仍然需要进一步谨慎的观察。</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>股价下跌，四面楚歌！小米，难了！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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股价下跌，四面楚歌！小米，难了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-05 07:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101050739557c01d579&s=b><strong>中财网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月26日，雷军在微博宣布，小米11将不再送充电头了：结果，网友们并不买账，他们认为所谓环保的说法纯粹是用来替自己省钱的借口。毕竟，此前小米还曾因为同样的事情嘲讽过苹果，其通过西班牙推特账号表示，智能手机不配置充电器就是“一场噩梦”。但不管怎样，小米的热度，还是被雷军“炒”了起来。甚至可以说，小米至少承包了12月份手机市场热度的一半：15日，网上盛传“小米和 比亚迪联合出品汽车”，小米总办对此...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101050739557c01d579&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/14d6e649b06703312499e84952510944","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101050739557c01d579&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2101579699","content_text":"12月26日，雷军在微博宣布，小米11将不再送充电头了：结果，网友们并不买账，他们认为所谓环保的说法纯粹是用来替自己省钱的借口。毕竟，此前小米还曾因为同样的事情嘲讽过苹果，其通过西班牙推特账号表示，智能手机不配置充电器就是“一场噩梦”。但不管怎样，小米的热度，还是被雷军“炒”了起来。甚至可以说，小米至少承包了12月份手机市场热度的一半：15日，网上盛传“小米和 比亚迪联合出品汽车”，小米总办对此进行了辟谣；24日，小米印度推特宣布，将在1月5日举行新品发布会；28日，小米还要举办今年最后一场新品发布会。更加博人眼球的是，自2019年果断用红米替换掉争议中心的小米后，小米市值实现了超1000亿美元，股价几乎翻倍，已非常接近雷军在上市庆功宴上承诺的“让投资人赚一倍的目标”。然而，当前股价明显得益于诸多外部利好的助推，一方面，这些因素不确定性高；另一方面，国内市场竞争格局基本没变。那么，在这种情况下，小米真能够继续保持良好的增长势头吗？1外部利好，难以持久小米股价上涨离不开业绩助推，但背后诸多外部利好却可能难以长期维持。根据DC数据显示，全球智能机出货量第三季度同期下滑1.3%，为3.536亿部，而小米出货量同比增长42%达到4650万部，同时市场占有率为13.1%，小米赶超苹果跃居第三，可谓逆势增长。相较于小米出货量上涨，华为则因遭受打压，出货量同比下滑了22%，最终恰好构成“一退一进”的关系。根据公开资料可知，小米通过增加营销，部分地获取了华为留下来的用户。再加上华为与荣耀分离，后者在中低端机型上失去基本盘，使得小米的红米(特别是ReadMe Note 8系列)出货量不减反增，实现所谓“逆势增长”。这是小米业绩抢眼的首要原因。其次，小米之所以能够赶超苹果，也跟后者对出货量的计算方式有一定关系。值得注意的是，新机iPhone 12的出货量是从10月份开始算起，并不会计入第三季度。对于苹果用户群体来说，大多数并不会在新品发布前赶着买手机，因此出货量降低可想而知。所以说，10月份之后，苹果的出货量必然会出现一波增长。如果要进一步比较小米和苹果的业绩，那么加上第四季度的出货量后，可能长时段数据水分更少，同时也更能够说明真实的态势。最后，小米出货量与消费水平的变动同样存在一定程度的合辙关系。直白地讲，小米尽管也在运营高端机，但主要市场份额还是在中低端市场。从数据来看，ReadMe Note 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09:47","market":"hk","language":"zh","title":"【券商聚焦】花旗：传华为或于近期出售荣耀 料小米(01810)将受冲击  予其“沽售”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2082416241","media":"凤凰网港股","summary":"花旗表示，如果华为或荣誉继续通过重组或从铸造厂或芯片供应商那里获得智能手机芯片供应，小米的市场预期将会下调，对小米的估值和收益构成重大的下行风险。根据近期新闻报道，花旗认为这一情况发生的可能性越来越高。虽然对小米最近的发展持积极态度，但花旗认为风险回报是不合理的，并称这笔交易将对小米形成负面作用。该行予小米沽售评级，目标价19.30港元。","content":"<html><body><article><p>凤凰网港股|<a href=\"https://laohu8.com/S/C\">花旗</a>发研报指，据路透社报道，华为计划以1000亿元人民币(152亿美元）现金出售给由手机经销商数字中国和深圳政府领导的财团。据悉，这笔交易最早可能在周日公布。 分拆实体将包含包括品牌、研发能力和供应链管理在内的<span>资产</span>。据消息来源称，荣耀计划保留其大部分管理团队和7000名员工，并在三年内上市。 根据这篇报道，数字中国集团(DigitalChinaGroup)将成为被出售实体的两大股东，拥有近15%的股份，并将由至少三家由深圳政府支持的投资公司加入。</p><p>另外，根据<a href=\"https://laohu8.com/S/KRKR\">36氪</a>报道，华为大量中高层官员将转向荣耀，以支持研发和供应链管理。 据悉，<a href=\"https://laohu8.com/S/QCOM\">高通</a>也获得了向华为供应芯片的批准。</p><p>花旗表示，如果华为或荣誉继续通过重组或从铸造厂或芯片供应商那里获得智能手机芯片供应，小米的市场预期将会下调，对小米的估值和收益构成重大的下行风险。根据近期新闻报道，花旗认为这一情况发生的可能性越来越高。虽然对小米最近的发展持积极态度，但花旗认为风险回报是不合理的，并称这笔交易将对小米形成负面作用。 该行予小米沽售评级，目标价19.30港元。</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>【券商聚焦】花旗：传华为或于近期出售荣耀 料小米(01810)将受冲击  予其“沽售”评级</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ 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class=\"title\">\n【券商聚焦】花旗：传华为或于近期出售荣耀 料小米(01810)将受冲击  予其“沽售”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-11 09:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201111094753799fbcc5&s=b><strong>凤凰网港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凤凰网港股|花旗发研报指，据路透社报道，华为计划以1000亿元人民币(152亿美元）现金出售给由手机经销商数字中国和深圳政府领导的财团。据悉，这笔交易最早可能在周日公布。 分拆实体将包含包括品牌、研发能力和供应链管理在内的资产。据消息来源称，荣耀计划保留其大部分管理团队和7000名员工，并在三年内上市。 根据这篇报道，数字中国集团(DigitalChinaGroup)将成为被出售实体的两大股东，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201111094753799fbcc5&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/a7265a90bb3065920567e79d1fb73485","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201111094753799fbcc5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2082416241","content_text":"凤凰网港股|花旗发研报指，据路透社报道，华为计划以1000亿元人民币(152亿美元）现金出售给由手机经销商数字中国和深圳政府领导的财团。据悉，这笔交易最早可能在周日公布。 分拆实体将包含包括品牌、研发能力和供应链管理在内的资产。据消息来源称，荣耀计划保留其大部分管理团队和7000名员工，并在三年内上市。 根据这篇报道，数字中国集团(DigitalChinaGroup)将成为被出售实体的两大股东，拥有近15%的股份，并将由至少三家由深圳政府支持的投资公司加入。另外，根据36氪报道，华为大量中高层官员将转向荣耀，以支持研发和供应链管理。 据悉，高通也获得了向华为供应芯片的批准。花旗表示，如果华为或荣誉继续通过重组或从铸造厂或芯片供应商那里获得智能手机芯片供应，小米的市场预期将会下调，对小米的估值和收益构成重大的下行风险。根据近期新闻报道，花旗认为这一情况发生的可能性越来越高。虽然对小米最近的发展持积极态度，但花旗认为风险回报是不合理的，并称这笔交易将对小米形成负面作用。 该行予小米沽售评级，目标价19.30港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319726950,"gmtCreate":1611625971170,"gmtModify":1703751700525,"author":{"id":"3494203547555812","authorId":"3494203547555812","name":"入坑太深","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494203547555812","idStr":"3494203547555812"},"themes":[],"htmlText":"作者双标无下限","listText":"作者双标无下限","text":"作者双标无下限","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319726950","repostId":"2106444652","repostType":2,"isVote":1,"tweetType":1,"viewCount":1196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}