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培俄
2021-11-09
Great
@小虎活动:[Halloween Game] Trade or Treat!
培俄
2021-11-04
Great
@小虎活动:[Halloween Game] Trade or Treat!
培俄
2021-11-02
Great game
@小虎活动:[Halloween Game] Trade or Treat!
培俄
2021-10-31
Great event
@小虎活动:[Halloween Game] Trade or Treat!
培俄
2021-02-19
nice
抱歉，原内容已删除
培俄
2021-01-12
这篇文章不错，转发给大家看
抱歉，原内容已删除
去老虎APP查看更多动态
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All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? 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All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? 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Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while 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22:09","market":"hk","language":"zh","title":"小米造车，图什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1101935373","media":"虎嗅APP","summary":"“小米又双叒叕要造车啦！”\n一条看起来非常似曾相识的消息，再次经由数码圈、汽车圈等媒体的发酵，引发了众多的讨论。\n2月19日，据《晚点LatePost》报道，称根据多个消息源，已经确定小米将要造车，并","content":"<p>“小米又双叒叕要造车啦！”</p>\n<p>一条看起来非常似曾相识的消息，再次经由数码圈、汽车圈等媒体的发酵，引发了众多的讨论。</p>\n<p>2月19日，据《晚点LatePost》报道，称根据多个消息源，已经确定小米将要造车，并将其视为战略级决策，不过具体的形式和方向还未确定，或许仍有变数。另根据知情人士称，小米造车或将由雷军亲自带队。</p>\n<p>随后，小米集团对于该消息回应：“等等看看，暂时没有”，更多的信息暂不予回应。</p>\n<p>经历了仅仅不到两个小时的一波媒体“骚操作”，小米到底会不会造车还不清楚，小米集团的股价倒是一度涨幅超过12%，即便稍后有所回落，但仍在收盘时达到了6.42%的上涨。</p>\n<p>别的不说，小米造车的消息给笔者的感觉特别像过年时候的收红包，每个孩子其实都想收到红包，但偏偏在接到红包时候要说“哎呀我不要”，然后半推半就的收入囊中。</p>\n<p>雷军一直被人称之为“雷布斯”还真名不虚传，在造车这件事上也紧跟<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的节奏和脚步，从2015年爆出小米申请了数项汽车相关专利开始，无论外界怎么猜测，小米就是不承认自己要造车。</p>\n<p>不过此次小米的回应与前一阵倒是有些不同，之前是斩钉截铁称消息是谣言，而此次的“暂时没有”也就是小米有计划造车，不过目前上面老大们不让说，你们自己琢磨吧。</p>\n<p><img src=\"https://static.tigerbbs.com/c7ccc57b43a894b1701088db079242c4\" tg-width=\"1000\" tg-height=\"610\" referrerpolicy=\"no-referrer\"></p>\n<p>其实小米要造车这件事，从2013年雷军与马斯克聊天之时就有传言。随后2015年开始至今小米不断申请着与汽车相关的专利，同时雷军又在近几年或自己投资或经由顺为资本对蔚来和小鹏进行投资，种种迹象都表明着小米可能进军汽车业务。但是迹象也就只能是迹象，外界的猜测再多，也不足以证明小米的确要造车或者什么时间要造车。</p>\n<p>但笔者想说的是，<b>无论怎么样，小米要不要造车已经不取决于它自己，而是只要小米还想赚钱、还想继续发展下去，小米就势必要造车。</b></p>\n<p>要想说清楚这个问题，得从小米集团目前的业务说起。</p>\n<p>小米自2010年成立以来，一直以“为发烧者而生”为口号，其实换个解释就是小米打动市场的根本在于“薄利多销”，也就是性价比；你会发现无论是小米旗下的哪款产品，它不一定是最优秀的，但是一定是在相同价位中性价比最高的之一。</p>\n<p>高配低价的产品，其销量绝对不会差，再加上相对保守的产能，就能保证极低的库存量。这种策略的好换取处在于，小米虽然牺牲了短期的盈利能力，但是能够换取极佳的资金流动性、可持续发展的空间。</p>\n<p><img src=\"https://static.tigerbbs.com/8ed2574b276b60c189df5f4534c32f8c\" tg-width=\"800\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p>\n<p>（小米的资本模式，图/Odin）</p>\n<p>注意看上图，在这样的经营模式下，小米的资本模式需要一环扣一环的发生多米诺骨牌效应，才能保证公司长期的发展。</p>\n<p>但是，上述诸多环节中绝大部分都相对来说是“真理”，而其中有一个环节正在逐渐发生变化——需求增加。</p>\n<p>低利润策略能够换取需求增加的确在大多数时候是真理，但是这真理需要一个前提，即该产品的市场还有巨大潜力，否则就算再便宜，一方面需求增加的天花板触手可及，另一方面可能进入恶性竞争阶段。</p>\n<p><b>恰恰，小米已经开始遭遇瓶颈了。</b></p>\n<p>对于小米来说，尽管小米自2018年以来一直位列世界手机出货量第四，甚至2020年还进入了第三，但实际上小米的手机业务却并不怎么赚钱。</p>\n<p><img src=\"https://static.tigerbbs.com/7b167544a5d61365ff76eb6329ede666\" tg-width=\"1000\" tg-height=\"1083\" referrerpolicy=\"no-referrer\"></p>\n<p>（图/Canalys）</p>\n<p>根据小米2019年的年报，小米的手机业务收入占总营收的59%，但其毛利润却仅占总毛利润的5.7%；而小米的互联网业务收入，虽然仅占总营收的30.7%，但其毛利润却占了总毛利润的45%。</p>\n<p>一目了然，小米赚钱的思路是低价卖设备、获取市场占有率（提高用户基数），然后通过其完整的生态链用边际成本极低的互联网服务来赚钱。根据小米财报显示，截至 2020 年第三季度，MIUI 系统月活用户已达 3.68 亿，且用户黏性很高。</p>\n<p><img src=\"https://static.tigerbbs.com/696af6dc4c13fc9ff0195d201b2c79bd\" tg-width=\"1000\" tg-height=\"563\" referrerpolicy=\"no-referrer\"></p>\n<p>（图/36Kr）</p>\n<p>尽管小米通过尽早布局IoT生态环境，相较于其他几家手机企业夺得了先行优势，并且为小米贡献了不少营收，但是小米所有发展蓝图的基础——<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机，却已经遇到了瓶颈。</p>\n<p>简单来说就是全球手机市场趋于饱和，国内手机市场已经进入短兵相接阶段。因为整体的手机市场萎缩，厂商之间的竞争越来越激烈，也就是前文笔者提到的“恶性竞争”。由此带来的结果是双重打击，要么舍弃更多硬件利润换取市场份额，要么被别人侵蚀进而影响建立在用户数量的互联网服务收入；无论是哪一种都意味着发展受阻。</p>\n<p><img src=\"https://static.tigerbbs.com/88aaa0763dfa4db7f9a3d086835f1013\" tg-width=\"716\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>（全球手机销量，图/Statista）</p>\n<p>其实问题的根结已经非常明显了，即作为互联网时代绝对流量入口的手机，已经很难再继续扩张了；如果想要继续抓住互联网流量的红利，就必须寻找一个替代品，一个能够成为下一个时代绝对流量入口的东西。</p>\n<p><b>这个东西，就是汽车。</b></p>\n<p>根据IHS Markit发布的《2020年中国<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>网联市场发展趋势报告》数据显示，2020年全球汽车市场的智能汽车渗透率仅为45%，而2025年该数据预计将提升到60%。而其中由于中国大力对新能源、智能汽车的政策扶持，以及对环境保护的强力重视，预计2025年时中国市场的智能汽车渗透率将达到75%。</p>\n<p>雷军亲眼目睹着中国正在逐渐发展成为全球第一大智能汽车市场的过程，且曾多次置身其中。他不会看不到一个明显的趋势：<b>无论新能源汽车目前多么饱受争议，未来全面占领市场是必然的事情；无论智能汽车目前有多么“智障”，未来成为互联网流量入口的大头也是必然的事情。</b></p>\n<p>但是，趋势总归是趋势，就像明天预报要下暴雨了，今天穿上雨衣不但没用，反倒捂出一身汗来。所以前几年小米一直在“蓄势待发”，不断申请着汽车相关的专利，等待着时机。</p>\n<p><b>如今，这个时机已经来了。</b></p>\n<p>在《晚点LatePost》的报道中，一位接近雷军的人说：“时间点让他（雷军）下定决心（造车）”。</p>\n<p>小米以及一众中国手机巨头的快速发展，其实都离不开当时<a href=\"https://laohu8.com/S/AAPL\">苹果</a>在中国建厂所催生的完整供应链，这就像是当年以市场换技术的合资车企一样。一边打开国内市场给外资企业，以短期的利益换取长期的发展可能。</p>\n<p>在小米成功的道路上，要想实现高配低价，缺少了完整且成熟的供应链几乎是不可能的。</p>\n<p>这跟<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>当初的发展不同，马斯克决心以电动车说服世界之时，无论是电池、电机，还是半导体、软件等诸多方面，几乎处于蛮荒阶段，所以<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>需要自己负荆前行。</p>\n<p>但现阶段的电动汽车市场，由于特斯拉的引入和造车新势力的极速发展，相关供应链体系已经相对完善；根据《楼斌拆解Model 3》视频中显示，目前阶段的特斯拉Model 3零配件国产化比率虽然不算完全达到陶林所说的100%，但也已经非常接近100%。</p>\n<p>原本电动汽车最难的那些部分，无论是像松下、LG、博世、大陆、法雷奥、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>（Mobileye）等海外供应商，还是<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、<a href=\"https://laohu8.com/S/002074\">国轩高科</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、华为等国内供应商，都具有着成熟的整套解决方案。</p>\n<p>小米并不需要从头开始研发整车的每个部分，而只需要通过打造小米手机一样的策略，通过外部采购成熟的硬件，配套自己的软件层，继续原本的蓝图。</p>\n<p>虽然小米目前并不“缺钱”，小米现金及现金等价物和短期投资为 559 亿元人民币（截至 2020 年第三季度）；另外2020 年底，小米又通过增发配售股票、发行可转债的方式获得了近 40 亿美元资金。但是笔者估测小米并不会亲自下场造车，而是选择代工的模式，就像近两年互联网公司和传统车企们的合作一样，例如吉利和<a href=\"https://laohu8.com/S/BIDU\">百度</a>合作造车。</p>\n<p>首先肯定的是小米不会找那些新势力合作，因为无论从自身产能需求还是生产经验积累考虑，新势力表面上看处于飞速发展，但各自都有难念的经，不太有闲暇去接代工的事。</p>\n<p>而小米选择传统车企合作则将是“眉来眼去，一拍即合”。</p>\n<p>原因很简单，传统车企在面临电动化、智能化的路径上，遇到的最大难关就是对电子电器架构以及软件层面的人才缺失，以及和原本燃油车Tier1供应商之间的相生相克。而像小米这样的科技公司，软件层面本就是看家本领，与半导体行业也本就是亲密合作伙伴，与传统车企合作恰恰发挥各自所长。</p>\n<p>讲到这，其实只是说明了小米要造车是肯定的事，只不过什么时候亮相和量产暂且无法估计。并且，即便目前的大环境对小米来说是绝佳的时机，但并不意味着小米的车就一定能获得成功，这其中还有诸多涉及核心技术、量产问题、供应商选择以及品牌形象等诸多“前辈们”曾遇到的问题变数。</p>\n<p>不过，有一点是肯定的，只要小米的车只要便宜，贯彻着小米这个品牌一贯的口号，其销量大概率是不会差的。这一点在三四线城市到处飞驰的“老头乐”和去年五菱宏光MiniEV的大卖都足矣证明一个简单的道理：那就是一切华丽的产品点在实用和便宜面前都是“纸老虎”。</p>\n<p>虎嗅的Odin老师在分析小米财报时说过这样一句话：</p>\n<blockquote>\n 中国人均收入攀升，出现所谓的“消费升级”，其实是大众趋向购买设计精美、但价格依旧便宜的“新消费模式”产品。\n</blockquote>\n<p>别的不说，小米系列的产品不仅便宜，其设计品味一直都是在线的。</p>","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\" 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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小米造车，图什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/101\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/98669fe7974e42f3976b3db47528792d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">虎嗅APP </p>\n<p class=\"h-time\">2021-02-19 22:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>“小米又双叒叕要造车啦！”</p>\n<p>一条看起来非常似曾相识的消息，再次经由数码圈、汽车圈等媒体的发酵，引发了众多的讨论。</p>\n<p>2月19日，据《晚点LatePost》报道，称根据多个消息源，已经确定小米将要造车，并将其视为战略级决策，不过具体的形式和方向还未确定，或许仍有变数。另根据知情人士称，小米造车或将由雷军亲自带队。</p>\n<p>随后，小米集团对于该消息回应：“等等看看，暂时没有”，更多的信息暂不予回应。</p>\n<p>经历了仅仅不到两个小时的一波媒体“骚操作”，小米到底会不会造车还不清楚，小米集团的股价倒是一度涨幅超过12%，即便稍后有所回落，但仍在收盘时达到了6.42%的上涨。</p>\n<p>别的不说，小米造车的消息给笔者的感觉特别像过年时候的收红包，每个孩子其实都想收到红包，但偏偏在接到红包时候要说“哎呀我不要”，然后半推半就的收入囊中。</p>\n<p>雷军一直被人称之为“雷布斯”还真名不虚传，在造车这件事上也紧跟<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的节奏和脚步，从2015年爆出小米申请了数项汽车相关专利开始，无论外界怎么猜测，小米就是不承认自己要造车。</p>\n<p>不过此次小米的回应与前一阵倒是有些不同，之前是斩钉截铁称消息是谣言，而此次的“暂时没有”也就是小米有计划造车，不过目前上面老大们不让说，你们自己琢磨吧。</p>\n<p><img src=\"https://static.tigerbbs.com/c7ccc57b43a894b1701088db079242c4\" tg-width=\"1000\" tg-height=\"610\" referrerpolicy=\"no-referrer\"></p>\n<p>其实小米要造车这件事，从2013年雷军与马斯克聊天之时就有传言。随后2015年开始至今小米不断申请着与汽车相关的专利，同时雷军又在近几年或自己投资或经由顺为资本对蔚来和小鹏进行投资，种种迹象都表明着小米可能进军汽车业务。但是迹象也就只能是迹象，外界的猜测再多，也不足以证明小米的确要造车或者什么时间要造车。</p>\n<p>但笔者想说的是，<b>无论怎么样，小米要不要造车已经不取决于它自己，而是只要小米还想赚钱、还想继续发展下去，小米就势必要造车。</b></p>\n<p>要想说清楚这个问题，得从小米集团目前的业务说起。</p>\n<p>小米自2010年成立以来，一直以“为发烧者而生”为口号，其实换个解释就是小米打动市场的根本在于“薄利多销”，也就是性价比；你会发现无论是小米旗下的哪款产品，它不一定是最优秀的，但是一定是在相同价位中性价比最高的之一。</p>\n<p>高配低价的产品，其销量绝对不会差，再加上相对保守的产能，就能保证极低的库存量。这种策略的好换取处在于，小米虽然牺牲了短期的盈利能力，但是能够换取极佳的资金流动性、可持续发展的空间。</p>\n<p><img src=\"https://static.tigerbbs.com/8ed2574b276b60c189df5f4534c32f8c\" tg-width=\"800\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p>\n<p>（小米的资本模式，图/Odin）</p>\n<p>注意看上图，在这样的经营模式下，小米的资本模式需要一环扣一环的发生多米诺骨牌效应，才能保证公司长期的发展。</p>\n<p>但是，上述诸多环节中绝大部分都相对来说是“真理”，而其中有一个环节正在逐渐发生变化——需求增加。</p>\n<p>低利润策略能够换取需求增加的确在大多数时候是真理，但是这真理需要一个前提，即该产品的市场还有巨大潜力，否则就算再便宜，一方面需求增加的天花板触手可及，另一方面可能进入恶性竞争阶段。</p>\n<p><b>恰恰，小米已经开始遭遇瓶颈了。</b></p>\n<p>对于小米来说，尽管小米自2018年以来一直位列世界手机出货量第四，甚至2020年还进入了第三，但实际上小米的手机业务却并不怎么赚钱。</p>\n<p><img src=\"https://static.tigerbbs.com/7b167544a5d61365ff76eb6329ede666\" tg-width=\"1000\" tg-height=\"1083\" referrerpolicy=\"no-referrer\"></p>\n<p>（图/Canalys）</p>\n<p>根据小米2019年的年报，小米的手机业务收入占总营收的59%，但其毛利润却仅占总毛利润的5.7%；而小米的互联网业务收入，虽然仅占总营收的30.7%，但其毛利润却占了总毛利润的45%。</p>\n<p>一目了然，小米赚钱的思路是低价卖设备、获取市场占有率（提高用户基数），然后通过其完整的生态链用边际成本极低的互联网服务来赚钱。根据小米财报显示，截至 2020 年第三季度，MIUI 系统月活用户已达 3.68 亿，且用户黏性很高。</p>\n<p><img src=\"https://static.tigerbbs.com/696af6dc4c13fc9ff0195d201b2c79bd\" tg-width=\"1000\" tg-height=\"563\" referrerpolicy=\"no-referrer\"></p>\n<p>（图/36Kr）</p>\n<p>尽管小米通过尽早布局IoT生态环境，相较于其他几家手机企业夺得了先行优势，并且为小米贡献了不少营收，但是小米所有发展蓝图的基础——<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机，却已经遇到了瓶颈。</p>\n<p>简单来说就是全球手机市场趋于饱和，国内手机市场已经进入短兵相接阶段。因为整体的手机市场萎缩，厂商之间的竞争越来越激烈，也就是前文笔者提到的“恶性竞争”。由此带来的结果是双重打击，要么舍弃更多硬件利润换取市场份额，要么被别人侵蚀进而影响建立在用户数量的互联网服务收入；无论是哪一种都意味着发展受阻。</p>\n<p><img src=\"https://static.tigerbbs.com/88aaa0763dfa4db7f9a3d086835f1013\" tg-width=\"716\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>（全球手机销量，图/Statista）</p>\n<p>其实问题的根结已经非常明显了，即作为互联网时代绝对流量入口的手机，已经很难再继续扩张了；如果想要继续抓住互联网流量的红利，就必须寻找一个替代品，一个能够成为下一个时代绝对流量入口的东西。</p>\n<p><b>这个东西，就是汽车。</b></p>\n<p>根据IHS Markit发布的《2020年中国<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>网联市场发展趋势报告》数据显示，2020年全球汽车市场的智能汽车渗透率仅为45%，而2025年该数据预计将提升到60%。而其中由于中国大力对新能源、智能汽车的政策扶持，以及对环境保护的强力重视，预计2025年时中国市场的智能汽车渗透率将达到75%。</p>\n<p>雷军亲眼目睹着中国正在逐渐发展成为全球第一大智能汽车市场的过程，且曾多次置身其中。他不会看不到一个明显的趋势：<b>无论新能源汽车目前多么饱受争议，未来全面占领市场是必然的事情；无论智能汽车目前有多么“智障”，未来成为互联网流量入口的大头也是必然的事情。</b></p>\n<p>但是，趋势总归是趋势，就像明天预报要下暴雨了，今天穿上雨衣不但没用，反倒捂出一身汗来。所以前几年小米一直在“蓄势待发”，不断申请着汽车相关的专利，等待着时机。</p>\n<p><b>如今，这个时机已经来了。</b></p>\n<p>在《晚点LatePost》的报道中，一位接近雷军的人说：“时间点让他（雷军）下定决心（造车）”。</p>\n<p>小米以及一众中国手机巨头的快速发展，其实都离不开当时<a href=\"https://laohu8.com/S/AAPL\">苹果</a>在中国建厂所催生的完整供应链，这就像是当年以市场换技术的合资车企一样。一边打开国内市场给外资企业，以短期的利益换取长期的发展可能。</p>\n<p>在小米成功的道路上，要想实现高配低价，缺少了完整且成熟的供应链几乎是不可能的。</p>\n<p>这跟<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>当初的发展不同，马斯克决心以电动车说服世界之时，无论是电池、电机，还是半导体、软件等诸多方面，几乎处于蛮荒阶段，所以<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>需要自己负荆前行。</p>\n<p>但现阶段的电动汽车市场，由于特斯拉的引入和造车新势力的极速发展，相关供应链体系已经相对完善；根据《楼斌拆解Model 3》视频中显示，目前阶段的特斯拉Model 3零配件国产化比率虽然不算完全达到陶林所说的100%，但也已经非常接近100%。</p>\n<p>原本电动汽车最难的那些部分，无论是像松下、LG、博世、大陆、法雷奥、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>（Mobileye）等海外供应商，还是<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、<a href=\"https://laohu8.com/S/002074\">国轩高科</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、华为等国内供应商，都具有着成熟的整套解决方案。</p>\n<p>小米并不需要从头开始研发整车的每个部分，而只需要通过打造小米手机一样的策略，通过外部采购成熟的硬件，配套自己的软件层，继续原本的蓝图。</p>\n<p>虽然小米目前并不“缺钱”，小米现金及现金等价物和短期投资为 559 亿元人民币（截至 2020 年第三季度）；另外2020 年底，小米又通过增发配售股票、发行可转债的方式获得了近 40 亿美元资金。但是笔者估测小米并不会亲自下场造车，而是选择代工的模式，就像近两年互联网公司和传统车企们的合作一样，例如吉利和<a href=\"https://laohu8.com/S/BIDU\">百度</a>合作造车。</p>\n<p>首先肯定的是小米不会找那些新势力合作，因为无论从自身产能需求还是生产经验积累考虑，新势力表面上看处于飞速发展，但各自都有难念的经，不太有闲暇去接代工的事。</p>\n<p>而小米选择传统车企合作则将是“眉来眼去，一拍即合”。</p>\n<p>原因很简单，传统车企在面临电动化、智能化的路径上，遇到的最大难关就是对电子电器架构以及软件层面的人才缺失，以及和原本燃油车Tier1供应商之间的相生相克。而像小米这样的科技公司，软件层面本就是看家本领，与半导体行业也本就是亲密合作伙伴，与传统车企合作恰恰发挥各自所长。</p>\n<p>讲到这，其实只是说明了小米要造车是肯定的事，只不过什么时候亮相和量产暂且无法估计。并且，即便目前的大环境对小米来说是绝佳的时机，但并不意味着小米的车就一定能获得成功，这其中还有诸多涉及核心技术、量产问题、供应商选择以及品牌形象等诸多“前辈们”曾遇到的问题变数。</p>\n<p>不过，有一点是肯定的，只要小米的车只要便宜，贯彻着小米这个品牌一贯的口号，其销量大概率是不会差的。这一点在三四线城市到处飞驰的“老头乐”和去年五菱宏光MiniEV的大卖都足矣证明一个简单的道理：那就是一切华丽的产品点在实用和便宜面前都是“纸老虎”。</p>\n<p>虎嗅的Odin老师在分析小米财报时说过这样一句话：</p>\n<blockquote>\n 中国人均收入攀升，出现所谓的“消费升级”，其实是大众趋向购买设计精美、但价格依旧便宜的“新消费模式”产品。\n</blockquote>\n<p>别的不说，小米系列的产品不仅便宜，其设计品味一直都是在线的。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/273e94d6099cd90e6c37254bb24f1065","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101935373","content_text":"“小米又双叒叕要造车啦！”\n一条看起来非常似曾相识的消息，再次经由数码圈、汽车圈等媒体的发酵，引发了众多的讨论。\n2月19日，据《晚点LatePost》报道，称根据多个消息源，已经确定小米将要造车，并将其视为战略级决策，不过具体的形式和方向还未确定，或许仍有变数。另根据知情人士称，小米造车或将由雷军亲自带队。\n随后，小米集团对于该消息回应：“等等看看，暂时没有”，更多的信息暂不予回应。\n经历了仅仅不到两个小时的一波媒体“骚操作”，小米到底会不会造车还不清楚，小米集团的股价倒是一度涨幅超过12%，即便稍后有所回落，但仍在收盘时达到了6.42%的上涨。\n别的不说，小米造车的消息给笔者的感觉特别像过年时候的收红包，每个孩子其实都想收到红包，但偏偏在接到红包时候要说“哎呀我不要”，然后半推半就的收入囊中。\n雷军一直被人称之为“雷布斯”还真名不虚传，在造车这件事上也紧跟苹果的节奏和脚步，从2015年爆出小米申请了数项汽车相关专利开始，无论外界怎么猜测，小米就是不承认自己要造车。\n不过此次小米的回应与前一阵倒是有些不同，之前是斩钉截铁称消息是谣言，而此次的“暂时没有”也就是小米有计划造车，不过目前上面老大们不让说，你们自己琢磨吧。\n\n其实小米要造车这件事，从2013年雷军与马斯克聊天之时就有传言。随后2015年开始至今小米不断申请着与汽车相关的专利，同时雷军又在近几年或自己投资或经由顺为资本对蔚来和小鹏进行投资，种种迹象都表明着小米可能进军汽车业务。但是迹象也就只能是迹象，外界的猜测再多，也不足以证明小米的确要造车或者什么时间要造车。\n但笔者想说的是，无论怎么样，小米要不要造车已经不取决于它自己，而是只要小米还想赚钱、还想继续发展下去，小米就势必要造车。\n要想说清楚这个问题，得从小米集团目前的业务说起。\n小米自2010年成立以来，一直以“为发烧者而生”为口号，其实换个解释就是小米打动市场的根本在于“薄利多销”，也就是性价比；你会发现无论是小米旗下的哪款产品，它不一定是最优秀的，但是一定是在相同价位中性价比最高的之一。\n高配低价的产品，其销量绝对不会差，再加上相对保守的产能，就能保证极低的库存量。这种策略的好换取处在于，小米虽然牺牲了短期的盈利能力，但是能够换取极佳的资金流动性、可持续发展的空间。\n\n（小米的资本模式，图/Odin）\n注意看上图，在这样的经营模式下，小米的资本模式需要一环扣一环的发生多米诺骨牌效应，才能保证公司长期的发展。\n但是，上述诸多环节中绝大部分都相对来说是“真理”，而其中有一个环节正在逐渐发生变化——需求增加。\n低利润策略能够换取需求增加的确在大多数时候是真理，但是这真理需要一个前提，即该产品的市场还有巨大潜力，否则就算再便宜，一方面需求增加的天花板触手可及，另一方面可能进入恶性竞争阶段。\n恰恰，小米已经开始遭遇瓶颈了。\n对于小米来说，尽管小米自2018年以来一直位列世界手机出货量第四，甚至2020年还进入了第三，但实际上小米的手机业务却并不怎么赚钱。\n\n（图/Canalys）\n根据小米2019年的年报，小米的手机业务收入占总营收的59%，但其毛利润却仅占总毛利润的5.7%；而小米的互联网业务收入，虽然仅占总营收的30.7%，但其毛利润却占了总毛利润的45%。\n一目了然，小米赚钱的思路是低价卖设备、获取市场占有率（提高用户基数），然后通过其完整的生态链用边际成本极低的互联网服务来赚钱。根据小米财报显示，截至 2020 年第三季度，MIUI 系统月活用户已达 3.68 亿，且用户黏性很高。\n\n（图/36Kr）\n尽管小米通过尽早布局IoT生态环境，相较于其他几家手机企业夺得了先行优势，并且为小米贡献了不少营收，但是小米所有发展蓝图的基础——智能手机，却已经遇到了瓶颈。\n简单来说就是全球手机市场趋于饱和，国内手机市场已经进入短兵相接阶段。因为整体的手机市场萎缩，厂商之间的竞争越来越激烈，也就是前文笔者提到的“恶性竞争”。由此带来的结果是双重打击，要么舍弃更多硬件利润换取市场份额，要么被别人侵蚀进而影响建立在用户数量的互联网服务收入；无论是哪一种都意味着发展受阻。\n\n（全球手机销量，图/Statista）\n其实问题的根结已经非常明显了，即作为互联网时代绝对流量入口的手机，已经很难再继续扩张了；如果想要继续抓住互联网流量的红利，就必须寻找一个替代品，一个能够成为下一个时代绝对流量入口的东西。\n这个东西，就是汽车。\n根据IHS Markit发布的《2020年中国智能网联市场发展趋势报告》数据显示，2020年全球汽车市场的智能汽车渗透率仅为45%，而2025年该数据预计将提升到60%。而其中由于中国大力对新能源、智能汽车的政策扶持，以及对环境保护的强力重视，预计2025年时中国市场的智能汽车渗透率将达到75%。\n雷军亲眼目睹着中国正在逐渐发展成为全球第一大智能汽车市场的过程，且曾多次置身其中。他不会看不到一个明显的趋势：无论新能源汽车目前多么饱受争议，未来全面占领市场是必然的事情；无论智能汽车目前有多么“智障”，未来成为互联网流量入口的大头也是必然的事情。\n但是，趋势总归是趋势，就像明天预报要下暴雨了，今天穿上雨衣不但没用，反倒捂出一身汗来。所以前几年小米一直在“蓄势待发”，不断申请着汽车相关的专利，等待着时机。\n如今，这个时机已经来了。\n在《晚点LatePost》的报道中，一位接近雷军的人说：“时间点让他（雷军）下定决心（造车）”。\n小米以及一众中国手机巨头的快速发展，其实都离不开当时苹果在中国建厂所催生的完整供应链，这就像是当年以市场换技术的合资车企一样。一边打开国内市场给外资企业，以短期的利益换取长期的发展可能。\n在小米成功的道路上，要想实现高配低价，缺少了完整且成熟的供应链几乎是不可能的。\n这跟特斯拉当初的发展不同，马斯克决心以电动车说服世界之时，无论是电池、电机，还是半导体、软件等诸多方面，几乎处于蛮荒阶段，所以特斯拉需要自己负荆前行。\n但现阶段的电动汽车市场，由于特斯拉的引入和造车新势力的极速发展，相关供应链体系已经相对完善；根据《楼斌拆解Model 3》视频中显示，目前阶段的特斯拉Model 3零配件国产化比率虽然不算完全达到陶林所说的100%，但也已经非常接近100%。\n原本电动汽车最难的那些部分，无论是像松下、LG、博世、大陆、法雷奥、英伟达、英特尔（Mobileye）等海外供应商，还是宁德时代、比亚迪、国轩高科、百度、华为等国内供应商，都具有着成熟的整套解决方案。\n小米并不需要从头开始研发整车的每个部分，而只需要通过打造小米手机一样的策略，通过外部采购成熟的硬件，配套自己的软件层，继续原本的蓝图。\n虽然小米目前并不“缺钱”，小米现金及现金等价物和短期投资为 559 亿元人民币（截至 2020 年第三季度）；另外2020 年底，小米又通过增发配售股票、发行可转债的方式获得了近 40 亿美元资金。但是笔者估测小米并不会亲自下场造车，而是选择代工的模式，就像近两年互联网公司和传统车企们的合作一样，例如吉利和百度合作造车。\n首先肯定的是小米不会找那些新势力合作，因为无论从自身产能需求还是生产经验积累考虑，新势力表面上看处于飞速发展，但各自都有难念的经，不太有闲暇去接代工的事。\n而小米选择传统车企合作则将是“眉来眼去，一拍即合”。\n原因很简单，传统车企在面临电动化、智能化的路径上，遇到的最大难关就是对电子电器架构以及软件层面的人才缺失，以及和原本燃油车Tier1供应商之间的相生相克。而像小米这样的科技公司，软件层面本就是看家本领，与半导体行业也本就是亲密合作伙伴，与传统车企合作恰恰发挥各自所长。\n讲到这，其实只是说明了小米要造车是肯定的事，只不过什么时候亮相和量产暂且无法估计。并且，即便目前的大环境对小米来说是绝佳的时机，但并不意味着小米的车就一定能获得成功，这其中还有诸多涉及核心技术、量产问题、供应商选择以及品牌形象等诸多“前辈们”曾遇到的问题变数。\n不过，有一点是肯定的，只要小米的车只要便宜，贯彻着小米这个品牌一贯的口号，其销量大概率是不会差的。这一点在三四线城市到处飞驰的“老头乐”和去年五菱宏光MiniEV的大卖都足矣证明一个简单的道理：那就是一切华丽的产品点在实用和便宜面前都是“纸老虎”。\n虎嗅的Odin老师在分析小米财报时说过这样一句话：\n\n 中国人均收入攀升，出现所谓的“消费升级”，其实是大众趋向购买设计精美、但价格依旧便宜的“新消费模式”产品。\n\n别的不说，小米系列的产品不仅便宜，其设计品味一直都是在线的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
