鲸落长空的个人主页 - 老虎社区

鲸落长空

鲸落长空

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IP属地：四川

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5主题

0勋章

09-04

发这种**文章。这个软件在干啥？你在操纵市场吗？

小米承诺的硬件业务利润不超过5%兑现了吗？

08-23

你这标题，再侮辱谁的智商

预计小米汽车业务今年将亏损64亿雷军称“亏”出未来，梦想很酷！

08-23

Replying to @文小虎:它懂个锤子//@文小虎:你懂不懂啥叫毛利率，啥叫边际成本

08-21

这是什么**媒体

小米造车亏损18亿元，每辆小米SU7亏损6.6万元！卢伟冰回应：规模起来之后会大幅分摊成本

06-17

这不搞笑，你装修费是全新价格。但是你烧的又不是全新的东西。折旧肯定有的。

扫地机器人自燃引发房屋火灾小米仅愿赔偿3万多

05-23

Replying to @immadman:跌了？成本不都应该13块？//@immadman:跌成这狗样了还破20。。。

2023-11-02

$小米集团-W(01810)$

2021-07-04

滴滴一天到晚全国跑收集gps数据。国家对重要坐标的gps信息都脱敏了的。只有少数地图厂商知道纠偏数据。尼玛滴滴这个东西一天到处跑可以反推敏感坐标。这个是严重国安事件

抱歉，原内容已删除

去老虎APP查看更多动态

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07:26","market":"hk","language":"zh","title":"小米承诺的硬件业务利润不超过5%兑现了吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2464361809","media":"家电魂","summary":"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，的综合税后净利率不超过5%。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%。","content":"<html><body><article><p><strong>【题记】</strong></p><p><strong>承诺不仅是一种责任</strong><strong>，</strong><strong>更是一种自律和约束力的体现。</strong><strong>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</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240904075028212v206a50ecw8s2vn\"/><p><strong>望博斋主||撰文</strong></p><p>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<span>利率</span>不超过5%。</p><p>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。</p><p>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。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/vKwEHPVss46FDxsKXdtAc246Ggn4mAbQHPzG8TAiankdnLqobYialxlqwEsQCLTNCegWGMl2uO5dY2icSmPk54Qfw/640?wx_fmt=jpeg\"/><p>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%。</p><p>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。</p><p>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。”</p><p>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。</p><p>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？</p><p>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。</p><p>一位知情者向家电魂说，小米空调的高<span>毛利</span>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。</p><p>知情人还说，在空调行业产能严重过剩背景下，谁能够带来<span>出货</span>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！</p><p><strong>=====</strong></p><p><strong>家电魂：</strong><strong>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</strong><strong>转载，违者必究！</strong></p><p><strong>=====</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; 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小米承诺的硬件业务利润不超过5%兑现了吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-04 07:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202409040750479eddcb43&s=b><strong>家电魂</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【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...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202409040750479eddcb43&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","BK1523":"武汉本地概念股","BK1193":"电脑硬件、储存设备及电脑周边","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","BK1521":"挪威政府全球养老基金持仓","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202409040750479eddcb43&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2464361809","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！=====","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341494027583592,"gmtCreate":1724393193926,"gmtModify":1724393195810,"author":{"id":"3554460841016142","authorId":"3554460841016142","name":"鲸落长空","avatar":"https://static.tigerbbs.com/d585d6dac56336f31eb4fc41e47ca000","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554460841016142","idStr":"3554460841016142"},"themes":[],"htmlText":"你这标题，再侮辱谁的智商","listText":"你这标题，再侮辱谁的智商","text":"你这标题，再侮辱谁的智商","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341494027583592","repostId":"2461535785","repostType":2,"repost":{"id":"2461535785","pubTimestamp":1724391136,"share":"https://www.laohu8.com/m/news/2461535785?lang=&edition=full","pubTime":"2024-08-23 13:32","market":"hk","language":"zh","title":"预计小米汽车业务今年将亏损64亿 雷军称“亏”出未来，梦想很酷！","url":"https://stock-news.laohu8.com/highlight/detail?id=2461535785","media":"中华网","summary":"雷军在深夜发表了一番深思熟虑的言论，针对小米 汽车 当前的“亏损”现状，他表达了乐观而深远的看法。小米首次公开其汽车业务的季度业绩，数据显示了公司在智能电动汽车领域的持续投资与进步，同时也引发了关于“每售出一辆车亏损超6万”的讨论热潮。小米汽车的业务报告揭示了其在 智能驾驶 、 车联网 生态及用户服务等多方面的广泛布局，即使伴随有显著的净亏损，这实际上是公司构建智能出行生态系统战略投资的体现。","content":"<html><body><article><p>雷军在深夜发表了一番深思熟虑的言论，针对小米 汽车 当前的“亏损”现状，他表达了乐观而深远的看法。小米首次公开其汽车业务的季度业绩，数据显示了公司在<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车领域的持续投资与进步，同时也引发了关于“每售出一辆车亏损超6万”的讨论热潮。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240823134036742d2016opdftsad1d\"/><p>面对外界的种种声音，雷军的深夜回应彰显了他的高情商和前瞻视野，有效地将外界的关注转化为对小米汽车未来潜力的期待。他强调，尽管造车之路漫长且初期面临亏损，但这一过程是通往成功不可或缺的一部分，体现了小米对高品质和创新的坚持。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240823134037408d201bxz4sqcigqu\"/><p>小米汽车的业务报告揭示了其在 智能驾驶 、 车联网 生态及用户服务等多方面的广泛布局，即使伴随有显著的净亏损，这实际上是公司构建智能出行生态系统战略投资的体现。雷军的回应不仅直面问题，更传递出对 消费者 的深刻理解和尊重，增强了公众对小米汽车的信任与支持。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240823134039605d2011twfsvtnamy\"/><p>值得注意的是，雷军以积极的态度接受了初期的亏损现实，认为这是新业务成长的自然阶段，展现出了高度的企业家精神和情商。他的态度没有给消费者带来负担，反而赢得了更多的正面评价。</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>预计小米汽车业务今年将亏损64亿 雷军称“亏”出未来，梦想很酷！</title>\n<style 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当前的“亏损”现状，他表达了乐观而深远的看法。小米首次公开其汽车业务的季度业绩，数据显示了公司在智能电动汽车领域的持续投资与进步，同时也引发了关于“每售出一辆车亏损超6万”的讨论热潮。面对外界的种种声音，雷军的深夜回应彰显了他的高情商和前瞻视野，有效地将外界的关注转化为对小米汽车未来潜力的期待。他强调，尽管造车之路漫长且初期面临亏损，但这一过程是...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024082313404395b6be05&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","BK1607":"新IT概念","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","BK1589":"北水核心资产","XIACY":"小米集团ADR","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","BK1506":"5G概念","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","BK1523":"武汉本地概念股","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","BK1193":"电脑硬件、储存设备及电脑周边","BK1502":"双十一","BK1575":"同股不同权","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) 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的深刻理解和尊重，增强了公众对小米汽车的信任与支持。值得注意的是，雷军以积极的态度接受了初期的亏损现实，认为这是新业务成长的自然阶段，展现出了高度的企业家精神和情商。他的态度没有给消费者带来负担，反而赢得了更多的正面评价。","news_type":1},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341415226548528,"gmtCreate":1724374019145,"gmtModify":1724377808031,"author":{"id":"3554460841016142","authorId":"3554460841016142","name":"鲸落长空","avatar":"https://static.tigerbbs.com/d585d6dac56336f31eb4fc41e47ca000","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554460841016142","idStr":"3554460841016142"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3510539963538005\">@文小虎</a>:它懂个锤子//<a href=\"https://laohu8.com/U/3510539963538005\">@文小虎</a>:你懂不懂啥叫毛利率，啥叫边际成本","listText":"Replying to <a href=\"https://laohu8.com/U/3510539963538005\">@文小虎</a>:它懂个锤子//<a href=\"https://laohu8.com/U/3510539963538005\">@文小虎</a>:你懂不懂啥叫毛利率，啥叫边际成本","text":"Replying to @文小虎:它懂个锤子//@文小虎:你懂不懂啥叫毛利率，啥叫边际成本","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341415226548528","isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340859226964136,"gmtCreate":1724247873879,"gmtModify":1724247875603,"author":{"id":"3554460841016142","authorId":"3554460841016142","name":"鲸落长空","avatar":"https://static.tigerbbs.com/d585d6dac56336f31eb4fc41e47ca000","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554460841016142","idStr":"3554460841016142"},"themes":[],"htmlText":"这是什么**媒体","listText":"这是什么**媒体","text":"这是什么**媒体","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340859226964136","repostId":"2461573823","repostType":2,"repost":{"id":"2461573823","pubTimestamp":1724244264,"share":"https://www.laohu8.com/m/news/2461573823?lang=&edition=full","pubTime":"2024-08-21 20:44","market":"hk","language":"zh","title":"小米造车亏损18亿元，每辆小米SU7亏损6.6万元！卢伟冰回应：规模起来之后会大幅分摊成本","url":"https://stock-news.laohu8.com/highlight/detail?id=2461573823","media":"金融界","summary":"金融界8月21日消息 造车亏损18亿元，每辆亏损6.6万元，小米集团二季报出炉！2024年第二季度，包括智能电动汽车等创新业务经调整净亏损人民币18亿元。2024年第二季度，小米集团境外市场收入为人民币381亿元，占总收入的42.8%。公告透露，第二季度Xiaomi SU7系列交付新车达27,307辆。按照64亿元收入和27,307辆SU7销量计算，平均小米SU7平均售价为23.47万元。只要规模起来之后，就会大幅分摊成本。","content":"<html><body><div>\n<p>金融界8月21日消息 造车亏损18亿元，每辆亏损6.6万元，小米集团二季报出炉！</p><p>小米集团公告，第二季度营收888.9亿元，同比增长32%，市场预估868.5亿元；第二季度净利润51.0亿元，市场预估38.4亿元；二季度NON-IFRS净利61.8亿元，同比增20.1%。业务分部来看，2024年第二季度，手机×AIoT分部收入为人民币825亿元，<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车等创新业务分部收入为人民币64亿元。2024年第二季度，包括智能电动汽车等创新业务经调整净亏损人民币18亿元。2024年第二季度，小米集团境外市场收入为人民币381亿元，占总收入的42.8%。</p><p>公告透露，第二季度Xiaomi SU7系列交付新车达27,307辆。预计将于2024年11月提前完成Xiaomi SU7系列累计交付新车100,000辆的目标，并将冲刺2024年全年Xiaomi SU7系列累计交付新车120,000辆的新目标。截至2024年6月30日，汽车销售门店已达87家，复盖中国大陆地区30个城市。</p><p>值得注意的是，随着小米集团二季报出炉后，小米SU7的平均售价和盈利能力也得以曝光。按照64亿元收入和27,307辆SU7销量计算，平均小米SU7平均售价为23.47万元。相对接近小米SU7Pro版的价格区间。</p><p>如果按照将18亿元的亏损全部算到27,307辆上，平均每辆小米SU7亏损超6.6万元，不过部分固定资产投入不只是用在这27,307辆车上，随着交付数量提升，小米SU7亏损或将缩窄。</p><p>不过，小米集团“子弹”充足，截至2024年6月30日，小米集团现金储备为人民币1,410亿元。</p><p>对于亏损，小米集团总裁卢伟冰在业绩会上接表示，小米汽车SU7亏损的原因在于，第一，目前小米汽车的规模较小，而汽车是一个典型的规模经济的行业，未来有信心做大汽车的规模；第二，小米第一辆车是纯电轿车，其投入成本本身就比较高，消化这部分成本还是需要一定的时间。</p><p>不过，卢伟冰对目前小米汽车业务的毛利率比较满意。在其看来，这得益于：其一是小米供应链管理能力；其二是自建工厂的潜力挖掘能力；其三是供应商看好小米的未来，提前给予了成本的释放。卢伟冰提到关于未来的毛利率，我认为非常重要的还是规模。只要规模起来之后，就会大幅分摊成本。</p><p>值得注意的是，亏损似乎并未挡住小米的扩张步伐。</p><p>8月17日晚上，雷军、卢伟冰、王晓雁等在小米吐鲁番夏测基地直播。在直播中，雷军表示小米汽车的目标是全球前五，一定在合适的时候进行全球化。卢伟冰在直播中表示，欧洲在新能源转型过程中比中国慢很多。小米对汽车市场要有敬畏之心，正在研究小米汽车什么时候进入欧洲。</p>\n<div>\n<div>\r\n            责任编辑：钟离\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","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>小米造车亏损18亿元，每辆小米SU7亏损6.6万元！卢伟冰回应：规模起来之后会大幅分摊成本</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; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; 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小米造车亏损18亿元，每辆小米SU7亏损6.6万元！卢伟冰回应：规模起来之后会大幅分摊成本\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-21 20:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://hk.jrj.com.cn/2024/08/21204442580543.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金融界8月21日消息 造车亏损18亿元，每辆亏损6.6万元，小米集团二季报出炉！小米集团公告，第二季度营收888.9亿元，同比增长32%，市场预估868.5亿元；第二季度净利润51.0亿元，市场预估38.4亿元；二季度NON-IFRS净利61.8亿元，同比增20.1%。业务分部来看，2024年第二季度，手机×AIoT分部收入为人民币825亿元，智能电动汽车等创新业务分部收入为人民币64亿元。...</p>\n\n<a href=\"https://hk.jrj.com.cn/2024/08/21204442580543.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","BK1521":"挪威政府全球养老基金持仓","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","01810":"小米集团-W","XIACY":"小米集团ADR","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BK1523":"武汉本地概念股","BK1502":"双十一","BK1193":"电脑硬件、储存设备及电脑周边","BK1506":"5G概念","BK1575":"同股不同权","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK1607":"新IT概念","BK1589":"北水核心资产"},"source_url":"https://hk.jrj.com.cn/2024/08/21204442580543.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2461573823","content_text":"金融界8月21日消息 造车亏损18亿元，每辆亏损6.6万元，小米集团二季报出炉！小米集团公告，第二季度营收888.9亿元，同比增长32%，市场预估868.5亿元；第二季度净利润51.0亿元，市场预估38.4亿元；二季度NON-IFRS净利61.8亿元，同比增20.1%。业务分部来看，2024年第二季度，手机×AIoT分部收入为人民币825亿元，智能电动汽车等创新业务分部收入为人民币64亿元。2024年第二季度，包括智能电动汽车等创新业务经调整净亏损人民币18亿元。2024年第二季度，小米集团境外市场收入为人民币381亿元，占总收入的42.8%。公告透露，第二季度Xiaomi SU7系列交付新车达27,307辆。预计将于2024年11月提前完成Xiaomi SU7系列累计交付新车100,000辆的目标，并将冲刺2024年全年Xiaomi SU7系列累计交付新车120,000辆的新目标。截至2024年6月30日，汽车销售门店已达87家，复盖中国大陆地区30个城市。值得注意的是，随着小米集团二季报出炉后，小米SU7的平均售价和盈利能力也得以曝光。按照64亿元收入和27,307辆SU7销量计算，平均小米SU7平均售价为23.47万元。相对接近小米SU7Pro版的价格区间。如果按照将18亿元的亏损全部算到27,307辆上，平均每辆小米SU7亏损超6.6万元，不过部分固定资产投入不只是用在这27,307辆车上，随着交付数量提升，小米SU7亏损或将缩窄。不过，小米集团“子弹”充足，截至2024年6月30日，小米集团现金储备为人民币1,410亿元。对于亏损，小米集团总裁卢伟冰在业绩会上接表示，小米汽车SU7亏损的原因在于，第一，目前小米汽车的规模较小，而汽车是一个典型的规模经济的行业，未来有信心做大汽车的规模；第二，小米第一辆车是纯电轿车，其投入成本本身就比较高，消化这部分成本还是需要一定的时间。不过，卢伟冰对目前小米汽车业务的毛利率比较满意。在其看来，这得益于：其一是小米供应链管理能力；其二是自建工厂的潜力挖掘能力；其三是供应商看好小米的未来，提前给予了成本的释放。卢伟冰提到关于未来的毛利率，我认为非常重要的还是规模。只要规模起来之后，就会大幅分摊成本。值得注意的是，亏损似乎并未挡住小米的扩张步伐。8月17日晚上，雷军、卢伟冰、王晓雁等在小米吐鲁番夏测基地直播。在直播中，雷军表示小米汽车的目标是全球前五，一定在合适的时候进行全球化。卢伟冰在直播中表示，欧洲在新能源转型过程中比中国慢很多。小米对汽车市场要有敬畏之心，正在研究小米汽车什么时候进入欧洲。\n\n\r\n            责任编辑：钟离","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317713708376272,"gmtCreate":1718605872749,"gmtModify":1718605911603,"author":{"id":"3554460841016142","authorId":"3554460841016142","name":"鲸落长空","avatar":"https://static.tigerbbs.com/d585d6dac56336f31eb4fc41e47ca000","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554460841016142","idStr":"3554460841016142"},"themes":[],"htmlText":"这不搞笑，你装修费是全新价格。但是你烧的又不是全新的东西。折旧肯定有的。","listText":"这不搞笑，你装修费是全新价格。但是你烧的又不是全新的东西。折旧肯定有的。","text":"这不搞笑，你装修费是全新价格。但是你烧的又不是全新的东西。折旧肯定有的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317713708376272","repostId":"2444590476","repostType":2,"repost":{"id":"2444590476","pubTimestamp":1718582295,"share":"https://www.laohu8.com/m/news/2444590476?lang=&edition=full","pubTime":"2024-06-17 07:58","market":"hk","language":"zh","title":"扫地机器人自燃引发房屋火灾 小米仅愿赔偿3万多","url":"https://stock-news.laohu8.com/highlight/detail?id=2444590476","media":"DoNews","summary":"DoNews6月17日消息，据值接Talk报道，江苏南通的张女士15日发帖称，5月26日上午，她家的扫地机器人自燃引起火灾，经消防勘查，初步认定为电器短路引起火灾。通过张女士晒出的火灾事故简易调查认定书可以看到，火灾事故原因为扫地机器人充电底座线路故障引燃周边可燃物导致，直接经济损失10000元。据张女士提供的信息，她的这款扫地机器人是朋友赠送，购买渠道是线下的小米渠道，购买时间是2021年。","content":"<html><body><article><p>DoNews6月17日消息，据值接Talk报道，江苏南通的张女士15日发帖称，5月26日上午，她家的扫地<a href=\"https://laohu8.com/S/300024\">机器人</a>自燃引起火灾，经消防勘查，初步认定为电器短路引起火灾。</p><p>同时张女士向值接Talk展示了发生火灾后的现场照片，可以看到，现场被烧的很严重，包括部分木质框已被烧黑，同时黑烟已经将部分吊顶熏黑。</p><img src=\"https://inews.gtimg.com/om_bt/Ol3l7jDwJaBjbswksoU3v2Iq3JOugJ74ydZ1Q6bR2WuXoAA/0\"/><p>出现自燃的扫地机器人型号为小米米家扫地机器人1T，该款产品于2020年上市，售价2299元，搭载了<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电控水箱，可以实现“扫拖一体”功能。</p><img src=\"https://inews.gtimg.com/om_bt/OHKqxGh-HpBD1_9LnMYK0-KQA_yzG170O1TSreqouRpyUAA/0\"/><p>从价位段来看，该款扫地机器人属于中高端产品，但是并不是小米自主生产，是由追觅科技有限公司代工。</p><p>通过张女士晒出的火灾事故简易调查认定书可以看到，火灾事故原因为扫地机器人充电底座线路故障引燃周边可燃物导致，直接经济损失10000元。</p><img src=\"https://inews.gtimg.com/om_bt/OOrtEK19pZkhx8OhfMczdMSHwDelni2smMUO4sRG_OX_wAA/0\"/><p>针对此次事故，据张女士描述称事后小米售后及工厂勘查现场并咨询情况，未否认自己产品问题，同时小米售后未公开摇号找到第三方评估公司进行损失评估，认定143平方面的房屋维修、全屋清洁、衣物清洁、人员住宿需30000多元。</p><p>对于小米的赔偿，张女士并不认同，她表示对方只同意赔装修的20天住宿，事情发生到现在，他们流动住宿产生的费用只字不提，不愿意赔偿；同时烧毁的插座及扫地机器人不在核损清单中；并且对因此产生的误工一概不提。</p><p>据张女士提供的信息，她的这款扫地机器人是朋友赠送，购买渠道是线下的小米渠道，购买时间是2021年。针对装修及期间住宿的费用，远超过了小米想要赔偿的30000多元。</p><p>至于她自己提出的两个解决方案，小米方面并没有选择接受。</p><p>针对此事目前小米官方并没有做出公开回应。</p><p>针对小米认定的30000多元赔偿款，张女士称经咨询这个价格没有装修公司能做下来，前后这件事已沟通20多天，小米坚持只能赔偿这么多，并且态度强硬，不接受市场监督管理局调解！</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>扫地机器人自燃引发房屋火灾 小米仅愿赔偿3万多</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; 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height: 30px; 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扫地机器人自燃引发房屋火灾 小米仅愿赔偿3万多\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-17 07:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406170813479f442d31&s=b><strong>DoNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DoNews6月17日消息，据值接Talk报道，江苏南通的张女士15日发帖称，5月26日上午，她家的扫地机器人自燃引起火灾，经消防勘查，初步认定为电器短路引起火灾。同时张女士向值接Talk展示了发生火灾后的现场照片，可以看到，现场被烧的很严重，包括部分木质框已被烧黑，同时黑烟已经将部分吊顶熏黑。出现自燃的扫地机器人型号为小米米家扫地机器人1T，该款产品于2020年上市，售价2299元，搭载了智能...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406170813479f442d31&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","BK1506":"5G概念","BK1607":"新IT概念","BK1575":"同股不同权","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK1589":"北水核心资产","BK1521":"挪威政府全球养老基金持仓","XIACY":"小米集团ADR","BK1193":"电脑硬件、储存设备及电脑周边","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) 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还破20。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308963387486224","isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":237062330200272,"gmtCreate":1698909313962,"gmtModify":1698913631145,"author":{"id":"3554460841016142","authorId":"3554460841016142","name":"鲸落长空","avatar":"https://static.tigerbbs.com/d585d6dac56336f31eb4fc41e47ca000","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554460841016142","idStr":"3554460841016142"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a><v-v 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13:32","market":"hk","language":"zh","title":"预计小米汽车业务今年将亏损64亿 雷军称“亏”出未来，梦想很酷！","url":"https://stock-news.laohu8.com/highlight/detail?id=2461535785","media":"中华网","summary":"雷军在深夜发表了一番深思熟虑的言论，针对小米 汽车 当前的“亏损”现状，他表达了乐观而深远的看法。小米首次公开其汽车业务的季度业绩，数据显示了公司在智能电动汽车领域的持续投资与进步，同时也引发了关于“每售出一辆车亏损超6万”的讨论热潮。小米汽车的业务报告揭示了其在 智能驾驶 、 车联网 生态及用户服务等多方面的广泛布局，即使伴随有显著的净亏损，这实际上是公司构建智能出行生态系统战略投资的体现。","content":"<html><body><article><p>雷军在深夜发表了一番深思熟虑的言论，针对小米 汽车 当前的“亏损”现状，他表达了乐观而深远的看法。小米首次公开其汽车业务的季度业绩，数据显示了公司在<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车领域的持续投资与进步，同时也引发了关于“每售出一辆车亏损超6万”的讨论热潮。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240823134036742d2016opdftsad1d\"/><p>面对外界的种种声音，雷军的深夜回应彰显了他的高情商和前瞻视野，有效地将外界的关注转化为对小米汽车未来潜力的期待。他强调，尽管造车之路漫长且初期面临亏损，但这一过程是通往成功不可或缺的一部分，体现了小米对高品质和创新的坚持。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240823134037408d201bxz4sqcigqu\"/><p>小米汽车的业务报告揭示了其在 智能驾驶 、 车联网 生态及用户服务等多方面的广泛布局，即使伴随有显著的净亏损，这实际上是公司构建智能出行生态系统战略投资的体现。雷军的回应不仅直面问题，更传递出对 消费者 的深刻理解和尊重，增强了公众对小米汽车的信任与支持。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240823134039605d2011twfsvtnamy\"/><p>值得注意的是，雷军以积极的态度接受了初期的亏损现实，认为这是新业务成长的自然阶段，展现出了高度的企业家精神和情商。他的态度没有给消费者带来负担，反而赢得了更多的正面评价。</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>预计小米汽车业务今年将亏损64亿 雷军称“亏”出未来，梦想很酷！</title>\n<style 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当前的“亏损”现状，他表达了乐观而深远的看法。小米首次公开其汽车业务的季度业绩，数据显示了公司在智能电动汽车领域的持续投资与进步，同时也引发了关于“每售出一辆车亏损超6万”的讨论热潮。面对外界的种种声音，雷军的深夜回应彰显了他的高情商和前瞻视野，有效地将外界的关注转化为对小米汽车未来潜力的期待。他强调，尽管造车之路漫长且初期面临亏损，但这一过程是...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024082313404395b6be05&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","BK1607":"新IT概念","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","BK1589":"北水核心资产","XIACY":"小米集团ADR","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","BK1506":"5G概念","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","BK1523":"武汉本地概念股","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","BK1193":"电脑硬件、储存设备及电脑周边","BK1502":"双十一","BK1575":"同股不同权","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) 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