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wyyyyyyi
2024-12-30
$小米集团-W(01810)$
回看2024这一年,小米SU7的出现不仅对行业造成了冲击,对于小米本身也是高端提升的爆发点
wyyyyyyi
2024-12-27
还是小米这格局大,赋能全行业了[贱笑]
小米澎湃秒充协议全面开放:免费!
wyyyyyyi
2024-12-27
$小米集团-W(01810)$
小米表示未来还将从生态、AI、出海三大领域,持续赋能全球开发者增长,小米从来都不是只顾着自己发展,更重视和合作伙伴的共赢,这样的关系才是健康、长期可持续的
wyyyyyyi
2024-12-25
新势力兄弟几个联手了,跟小米共享充电补能网络了[开心]
小米汽车:小米汽车携手蔚来 正式开始充电补能网络合作
wyyyyyyi
2024-12-25
$小米集团-W(01810)$
蔚来14000多个充电桩、理想6000多个充电桩、小鹏9000多个充电桩,现已加入小米充电网络,车主可以直接扫码充电,新势力团结协作就该是这样
wyyyyyyi
2024-12-24
今年高端中端全面开花,手机都卖得挺好
卢伟冰:预计2024年小米手机销量达1.7亿部 同比增长16%
wyyyyyyi
2024-12-24
$小米集团-W(01810)$
小米互联网业务是真的还不错,今年三季报,互联网业务收入达85亿人民币,毛利率高达77.5%,另外,他们在海外的互联网也越做越强了,增长超18%至27亿人民币,感觉这块还有不小空间呀
wyyyyyyi
2024-12-23
智能驾驶领域小米汽车值得期待,将来妥妥的第一梯队
乘用车整车行业2025年度投资策略:政策促需自主向上智驭未来
wyyyyyyi
2024-12-23
$小米集团-W(01810)$
小米凭借生态优势、品牌力和智能化将持续带领小米汽车销量提升
wyyyyyyi
2024-12-20
实车是好看的,力量感很足,光颜值估计又能,吸引不少人
小米首款SUV汽车YU7无伪装实车曝光,雷军曾称已开启大规模路测
wyyyyyyi
2024-12-19
$小米集团-W(01810)$
小米要在日本开实体店了,感觉现在能全屋安装小米很大一个原因就是在智能互联这款,小米是做的最好的,物联网魅力太大了
wyyyyyyi
2024-12-18
$小米集团-W(01810)$
德银认为,新产品、细分市场、门店及产能将为小米汽车业务带来指数级增长,预计到2027年,小米电动汽车业务的毛利率将达25%,对总毛利和税前利润的贡献占比分别达到45.5%和42%,销量达到100万辆,成为集团最大的业务部门。德银首次给予小米“买入”评级,并将其目标价上调至43港元。
wyyyyyyi
2024-12-17
看看咱su7这实力,都已经多少国外大佬来拆解研究了[贱笑]
美国造车新势力Lucid工程师谈中国同行:数字技术有核心优势,公司买了台小米SU7
wyyyyyyi
2024-12-17
$小米集团-W(01810)$
德银首次给予小米“买入”评级,目标价到43港元,预计新产品、细分市场、门店及产能将为小米汽车业务带来指数级增长,并有望在未来两年进入纯电和混动SUV两个更大的细分市场。
wyyyyyyi
2024-12-16
武汉工厂已经在路上了,将来空调也会自研自产
卢伟冰:根据第三方统计数据,1-11 月小米空调销量同比增长 53%
wyyyyyyi
2024-12-16
$小米集团-W(01810)$
小米拿下央视的“中国ESG榜样企业”,今年SU7成车圈顶流,带着也提升了市场对新能源汽车的关注度
wyyyyyyi
2024-12-13
$小米集团-W(01810)$
造车三年现金储备还增加了500亿,小米这表现太逆天了,还有人质疑汽车会拖累小米,确实是想多了,汽车反而更加成就了小米的高端
wyyyyyyi
2024-12-12
小米这整个生态布局在哪个行业都让人羡慕
抱歉,原内容已删除
wyyyyyyi
2024-12-12
$小米集团-W(01810)$
现在各个行业竞争都很激烈,看下来小米能快速占领头部位置属实是不容易,只能说小米还是太强了有点
wyyyyyyi
2024-12-11
还有很多利好在后面等着小米呢[财迷]
【券商聚焦】摩根大通予小米集团(01810)“增持”评级 指电动车业务产品组合持续扩大
去老虎APP查看更多动态
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","text":"还是小米这格局大,赋能全行业了[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386111847665904","repostId":"2494876114","repostType":2,"repost":{"id":"2494876114","kind":"news","pubTimestamp":1735287105,"share":"https://www.laohu8.com/m/news/2494876114?lang=&edition=full","pubTime":"2024-12-27 16:11","market":"hk","language":"zh","title":"小米澎湃秒充协议全面开放:免费!","url":"https://stock-news.laohu8.com/highlight/detail?id=2494876114","media":"快科技","summary":"快科技12月27日消息,在小米“人车家全生态”合作伙伴大会上,小米官方宣布,小米澎湃秒充协议将面向所有车企、终端厂商、全行业配件厂商,免费开放。据悉,小米澎湃秒充生态自2021年开始,面向汽车行业开放授权合作。小米澎湃秒充阵营中,目前有线充电以两种为主,分别是90W、120W,无线充电则是以50W为主。小米开放协议之后,可以有更多的汽车、充电器等接入进来,兼容覆盖面更广,提升快充体验。","content":"<html><body><p>快科技12月27日消息,在小米“人车家全生态”合作伙伴大会上,<strong>小米官方宣布,小米澎湃秒充协议将面向所有车企、终端厂商、全行业配件厂商,免费开放。</strong></p><p>据悉,小米澎湃秒充生态自2021年开始,面向汽车行业开放授权合作。</p><p><strong>截至2024年底,授权快充模块量产超过800万个,覆盖超过30家车企,160余款车型。</strong></p><p>小米澎湃秒充阵营中,目前有线充电以两种为主,分别是90W、120W,无线充电则是以50W为主。</p><p>为了实现更优秀的快充表现,小米还陆续推出了澎湃P1、澎湃P2快充芯片,能够实现单电芯超百瓦等方案,功率更高、发热更低,同时还能节省内部空间。</p><p><strong>小米开放协议之后,可以有更多的汽车、充电器等接入进来,兼容覆盖面更广,提升快充体验。</strong></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p></body></html>","source":"ifeng_tech","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小米澎湃秒充协议全面开放:免费!\n</h2>\n<h4 class=\"meta\">\n\n\n2024-12-27 16:11 北京时间 <a href=\"https://tech.ifeng.com/c/8femIW0DiWd\"><strong>快科技</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>快科技12月27日消息,在小米“人车家全生态”合作伙伴大会上,小米官方宣布,小米澎湃秒充协议将面向所有车企、终端厂商、全行业配件厂商,免费开放。据悉,小米澎湃秒充生态自2021年开始,面向汽车行业开放授权合作。截至2024年底,授权快充模块量产超过800万个,覆盖超过30家车企,160余款车型。小米澎湃秒充阵营中,目前有线充电以两种为主,分别是90W、120W,无线充电则是以50W为主。为了实现更...</p>\n<a href=\"https://tech.ifeng.com/c/8femIW0DiWd\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","BK1502":"双十一","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM 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小米表示未来还将从生态、AI、出海三大领域,持续赋能全球开发者增长,小米从来都不是只顾着自己发展,更重视和合作伙伴的共赢,这样的关系才是健康、长期可持续的","images":[{"img":"https://static.tigerbbs.com/07bcdb4c4a79a9e8332e6c366373f211","width":"1080","height":"1440"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/386041188905472","isVote":1,"tweetType":1,"viewCount":1149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":385391682150824,"gmtCreate":1735117457969,"gmtModify":1735117460727,"author":{"id":"4101528893376900","authorId":"4101528893376900","name":"wyyyyyyi","avatar":"https://static.tigerbbs.com/631750bfe36360fd4719a0a2706a0593","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101528893376900","authorIdStr":"4101528893376900"},"themes":[],"htmlText":"新势力兄弟几个联手了,跟小米共享充电补能网络了[开心] ","listText":"新势力兄弟几个联手了,跟小米共享充电补能网络了[开心] ","text":"新势力兄弟几个联手了,跟小米共享充电补能网络了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385391682150824","repostId":"2494627850","repostType":2,"repost":{"id":"2494627850","kind":"live","pubTimestamp":1735092137,"share":"https://www.laohu8.com/m/news/2494627850?lang=&edition=full","pubTime":"2024-12-25 10:02","market":"us","language":"zh","title":"小米汽车:小米汽车携手蔚来 正式开始充电补能网络合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2494627850","media":"美港电讯","summary":"【小米汽车:小米汽车携手蔚来 正式开始充电补能网络合作】金十数据12月25日讯,小米汽车携手蔚来,正式开始充电补能网络合作。14000+蔚来充电桩入驻小米充电地图,支持在充电地图中实时查看蔚来充电场站","content":"<html><body><p>【小米汽车:小米汽车携手蔚来 正式开始充电补能网络合作】金十数据12月25日讯,小米汽车携手蔚来,正式开始充电补能网络合作。14000+蔚来充电桩入驻小米充电地图,支持在充电地图中实时查看蔚来充电场站的动态数据,同时支持小米汽车APP扫码充电。</p></body></html>","source":"live_meigang","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta 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正式开始充电补能网络合作】金十数据12月25日讯,小米汽车携手蔚来,正式开始充电补能网络合作。14000+蔚来充电桩入驻小米充电地图,支持在充电地图中实时查看蔚来充电场站的动态数据,同时支持小米汽车APP扫码充电。</p>\n<a href=\"https://www.ushknews.com/\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","BK4526":"热门中概股","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4588":"碎股","09866":"蔚来-SW","BK1119":"汽车制造商","BK1523":"武汉本地概念股","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK1193":"电脑硬件、储存设备及电脑周边","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","BK4581":"高盛持仓","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","01810":"小米集团-W","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BK4574":"无人驾驶","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) 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正式开始充电补能网络合作】金十数据12月25日讯,小米汽车携手蔚来,正式开始充电补能网络合作。14000+蔚来充电桩入驻小米充电地图,支持在充电地图中实时查看蔚来充电场站的动态数据,同时支持小米汽车APP扫码充电。","news_type":1},"isVote":1,"tweetType":1,"viewCount":804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385391790391504,"gmtCreate":1735117412504,"gmtModify":1735119015127,"author":{"id":"4101528893376900","authorId":"4101528893376900","name":"wyyyyyyi","avatar":"https://static.tigerbbs.com/631750bfe36360fd4719a0a2706a0593","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101528893376900","authorIdStr":"4101528893376900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 蔚来14000多个充电桩、理想6000多个充电桩、小鹏9000多个充电桩,现已加入小米充电网络,车主可以直接扫码充电,新势力团结协作就该是这样","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 蔚来14000多个充电桩、理想6000多个充电桩、小鹏9000多个充电桩,现已加入小米充电网络,车主可以直接扫码充电,新势力团结协作就该是这样","text":"$小米集团-W(01810)$ 蔚来14000多个充电桩、理想6000多个充电桩、小鹏9000多个充电桩,现已加入小米充电网络,车主可以直接扫码充电,新势力团结协作就该是这样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385391790391504","isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384990163153384,"gmtCreate":1735031684033,"gmtModify":1735031685946,"author":{"id":"4101528893376900","authorId":"4101528893376900","name":"wyyyyyyi","avatar":"https://static.tigerbbs.com/631750bfe36360fd4719a0a2706a0593","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101528893376900","authorIdStr":"4101528893376900"},"themes":[],"htmlText":"今年高端中端全面开花,手机都卖得挺好","listText":"今年高端中端全面开花,手机都卖得挺好","text":"今年高端中端全面开花,手机都卖得挺好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384990163153384","repostId":"2493780367","repostType":2,"repost":{"id":"2493780367","kind":"news","pubTimestamp":1735022232,"share":"https://www.laohu8.com/m/news/2493780367?lang=&edition=full","pubTime":"2024-12-24 14:37","market":"hk","language":"zh","title":"卢伟冰:预计2024年小米手机销量达1.7亿部 同比增长16%","url":"https://stock-news.laohu8.com/highlight/detail?id=2493780367","media":"爱集微","summary":"据报道,小米集团总裁、手机部总裁和小米品牌总经理卢伟冰12月23日在联发科MediaTek天玑芯片新品发布会上表示,小米手机2024年全球出货量预估增加2350万部,预计在全球市场上的销量将达到1.7亿部,同比增长16%。同时,小米全球高端手机的销量预估同比增长43%,其中小米15 Pro系列首销较上代增加17%。调研机构数据显示,2024年11月,小米在中国手机市场新机激活量达530.4万部,市场份额19.7%,位居第一。在过去几年中,小米手机的销量也有了明显增长。","content":"<html><body><article><p>据报道,小米集团总裁、手机部总裁和小米品牌总经理卢伟冰12月23日在联发科MediaTek天玑芯片新品发布会上表示,小米手机2024年全球出货量预估增加2350万部,预计在全球市场上的销量将达到1.7亿部,同比增长16%。同时,小米全球高端手机的销量预估同比增长43%,其中小米15 Pro系列首销较上代增加17%。</p><p>调研机构数据显示,2024年11月,小米在中国手机市场新机激活量达530.4万部,市场份额19.7%,位居第一。这主要得益于两大系列新机上市,包括小米15系列和REDMI K80系列。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20241224143740218d152n6vbu01mvyv\"/><p>日本市场方面,根据日本ICT市场研究机构MM总研的最新资料显示,2024财年上半年(4月至9月),小米在日本智能手机市场的表现相当突出,出货量激增418.7%,总量达到86.1万部,<span>市场占有率</span>显著提升至6.7%,成功进入市场前五名行列。</p><p>Omdia披露的2024年前6个月数据显示,小米旗下的Redmi 13C 4G在全球最畅销的10款智能手机排行榜上排名第8。该手机是全球经济型智能手机市场中的最畅销机型,其一款产品就占据了4.1%的市场份额。</p><p>在过去几年中,小米手机的销量也有了明显增长。自公司首次推出手机产品以来,在经历了严重的产能考验后,接下来的几年里逐渐实现了千万级出货量,并且销售额快速增长。(校对/李梅)</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>卢伟冰:预计2024年小米手机销量达1.7亿部 同比增长16%</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卢伟冰:预计2024年小米手机销量达1.7亿部 同比增长16%\n</h2>\n<h4 class=\"meta\">\n\n\n2024-12-24 14:37 北京时间 <a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241224143744ab8ff53d&s=b\"><strong>爱集微</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>据报道,小米集团总裁、手机部总裁和小米品牌总经理卢伟冰12月23日在联发科MediaTek天玑芯片新品发布会上表示,小米手机2024年全球出货量预估增加2350万部,预计在全球市场上的销量将达到1.7亿部,同比增长16%。同时,小米全球高端手机的销量预估同比增长43%,其中小米15 Pro系列首销较上代增加17%。调研机构数据显示,2024年11月,小米在中国手机市场新机激活量达530.4万部,...</p>\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241224143744ab8ff53d&s=b\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","01810":"小米集团-W","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0359201612.USD":"贝莱德中国基金A2","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","XIACY":"小米集团ADR","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241224143744ab8ff53d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2493780367","content_text":"据报道,小米集团总裁、手机部总裁和小米品牌总经理卢伟冰12月23日在联发科MediaTek天玑芯片新品发布会上表示,小米手机2024年全球出货量预估增加2350万部,预计在全球市场上的销量将达到1.7亿部,同比增长16%。同时,小米全球高端手机的销量预估同比增长43%,其中小米15 Pro系列首销较上代增加17%。调研机构数据显示,2024年11月,小米在中国手机市场新机激活量达530.4万部,市场份额19.7%,位居第一。这主要得益于两大系列新机上市,包括小米15系列和REDMI K80系列。日本市场方面,根据日本ICT市场研究机构MM总研的最新资料显示,2024财年上半年(4月至9月),小米在日本智能手机市场的表现相当突出,出货量激增418.7%,总量达到86.1万部,市场占有率显著提升至6.7%,成功进入市场前五名行列。Omdia披露的2024年前6个月数据显示,小米旗下的Redmi 13C 4G在全球最畅销的10款智能手机排行榜上排名第8。该手机是全球经济型智能手机市场中的最畅销机型,其一款产品就占据了4.1%的市场份额。在过去几年中,小米手机的销量也有了明显增长。自公司首次推出手机产品以来,在经历了严重的产能考验后,接下来的几年里逐渐实现了千万级出货量,并且销售额快速增长。(校对/李梅)","news_type":1},"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385070441144728,"gmtCreate":1735031498354,"gmtModify":1735031788992,"author":{"id":"4101528893376900","authorId":"4101528893376900","name":"wyyyyyyi","avatar":"https://static.tigerbbs.com/631750bfe36360fd4719a0a2706a0593","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101528893376900","authorIdStr":"4101528893376900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 小米互联网业务是真的还不错,今年三季报,互联网业务收入达85亿人民币,毛利率高达77.5%,另外,他们在海外的互联网也越做越强了,增长超18%至27亿人民币,感觉这块还有不小空间呀","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 小米互联网业务是真的还不错,今年三季报,互联网业务收入达85亿人民币,毛利率高达77.5%,另外,他们在海外的互联网也越做越强了,增长超18%至27亿人民币,感觉这块还有不小空间呀","text":"$小米集团-W(01810)$ 小米互联网业务是真的还不错,今年三季报,互联网业务收入达85亿人民币,毛利率高达77.5%,另外,他们在海外的互联网也越做越强了,增长超18%至27亿人民币,感觉这块还有不小空间呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385070441144728","isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384728296185960,"gmtCreate":1734948036268,"gmtModify":1734948038340,"author":{"id":"4101528893376900","authorId":"4101528893376900","name":"wyyyyyyi","avatar":"https://static.tigerbbs.com/631750bfe36360fd4719a0a2706a0593","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101528893376900","authorIdStr":"4101528893376900"},"themes":[],"htmlText":"智能驾驶领域小米汽车值得期待,将来妥妥的第一梯队","listText":"智能驾驶领域小米汽车值得期待,将来妥妥的第一梯队","text":"智能驾驶领域小米汽车值得期待,将来妥妥的第一梯队","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384728296185960","repostId":"2493629182","repostType":2,"repost":{"id":"2493629182","kind":"news","pubTimestamp":1734838463,"share":"https://www.laohu8.com/m/news/2493629182?lang=&edition=full","pubTime":"2024-12-22 11:34","market":"hk","language":"zh","title":"乘用车整车行业2025年度投资策略:政策促需自主向上智驭未来","url":"https://stock-news.laohu8.com/highlight/detail?id=2493629182","media":"民生证券股份有...","summary":"展望2025:总量端来看,报废置换+增换购持续驱动终端销量上行。1)竞争格局:合资加速退坡 自主中高端替代加速。2)智能化:城市NOA 加速落地 智能驾驶重塑秩序。2025 年自主车企将进一步加大出口和出海力度:长安、比亚迪等海外工厂逐步落地;长城在俄罗斯市场之外发力东南亚、南美等市场;零跑反向合资Stellantis,加速拓展欧洲新能源汽车市场。我们预计2025 年乘用车出口将达到580.0 万辆,同比+16.5%,提振自主盈利。","content":"<html><body><article><p>回顾2024:补贴驱动需求 新能源超预期渗透 高端化+出海提振盈利。</p><p>2024 年,总量端,受益以旧换新补贴驱动,整体批零表现较好,2024M1-10 上险销量2,142.8 万辆,同比+3.9%;价格方面,整体价格竞争温和,折扣力度趋于稳定。结构方面:1)新能源:受益于新能源补贴力度大于燃油及<a href=\"https://laohu8.com/S/002594\">比亚迪</a>降价带动行业实现“油电同价”,新能源渗透率超预期,从年初的30+%提升至当前的50+%;2)自主:尾部合资加速出清,2024M1-10 自主乘用车批发份额达64.4%,上险份额达59.1%,比亚迪、小米、华为系份额提升明显;3)高端:</p><p>2024M1-10 自主在25-30、30-40 元、40 万元以上价格带份额分别为59%、35%、21%,同比+28.7/+7.7/+4.5pct;4)出海:自主出海车型、地区加速布局,2024M1-10 乘用车累计出口407.3 万辆,同比+25.1%。盈利能力方面,受益高端化+出海+原材料成本下降,整车企业盈利表现超预期。</p><p>展望2025:总量端来看,报废置换+增换购持续驱动终端销量上行。我们预计2025 年以旧换新政策将延续,延续时间尚不确定:1)如2025 年1-2 月政策延续,则总量端2024Q4-2025Q1 有望平滑过渡,我们预计2025 年上险销量2,370 万辆,同比+7.7%;2)如2025 年1-2 月政策不延续,则2024Q4 将存在翘尾效应,我们预计2025 年上险销量2,330 万辆,同比+3.6%。</p><p>1)竞争格局:合资加速退坡 自主中高端替代加速。我们认为:1)2025 年市场格局将比2024 年更为明晰,2024 年自主车企已经对15 万元以下的合资车企完成出清,多数车企已难有进一步价格大幅下探的空间;2)15 万元内:价格带竞争格局稳定,比亚迪龙头地位稳固,看好吉利通过5-15 万元的新品矩阵进一步冲击燃油车市场,争夺龙二的地位;新势力车企中,小鹏和零跑同样有望在此价格带中凭借<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>化及性价比优势获得较高的销量增速;3)高端市场:BBA 享有定价权但品牌力持续受损,自主车企或迎来增长空间,华为和小米两大消费电子巨头入局汽车行业,有望凭借其对用户的需求把握、营销能力、生态优势抢占份额,看好华为系、小米和理想通过品牌力和科技能力迎来销量的提升。</p><p>2)智能化:城市NOA 加速落地 智能驾驶重塑秩序。海外,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在智能驾驶端已经形成算法、数据、训练的全闭环,FSD V12 推出以来累计行驶里程数加速增长,截至2024Q3 末已突破20 亿英里。国内,小鹏率先实现无图纯视觉城市NGP 落地,理想、小米、<a href=\"https://laohu8.com/S/ZK\">极氪</a>、智己均发布智驾进度规划,展望2025 年,低成本智驾、无图城市NOA、车位到车位将成为智能驾驶产业化落地的重点,我们看好智能驾驶已闭环的华为、小鹏,此外小米、极氪、理想智驾表现亦值得期待。</p><p>3)出海:技术+本地化共同驱动出海,自主空间广阔。2025 年自主车企将进一步加大出口和出海力度:长安、比亚迪等海外工厂逐步落地;长城在俄罗斯市场之外发力东南亚、南美等市场;零跑反向合资Stellantis,加速拓展欧洲新能源汽车市场。我们预计2025 年乘用车出口将达到580.0 万辆,同比+16.5%,提振自主盈利。自主新能源汽车技术具备优势+燃油汽车凭借性价比抢夺份额,我们预计中系品牌全球市占率远期可达18.1%,出口空间1,022 万辆,空间广阔。</p><p>投资建议:看好自主产品周期向上、智能化布局领先、出海边际向上的优质自主,推荐【比亚迪、<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、<a href=\"https://laohu8.com/S/600104\">上汽集团</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/601127\">赛力斯</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/600418\">江淮汽车</a>、<a href=\"https://laohu8.com/S/000625\">长安汽车</a>、<a href=\"https://laohu8.com/S/601633\">长城汽车</a>】,建议关注【小米集团、<a href=\"https://laohu8.com/S/600733\">北汽蓝谷</a>】。</p><p>风险提示:汽车行业竞争加剧;智能驾驶推进进度不及预期;原材料成本波动超出预期;汽车行业终端需求不及预期。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" 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.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乘用车整车行业2025年度投资策略:政策促需自主向上智驭未来\n</h2>\n<h4 class=\"meta\">\n\n\n2024-12-22 11:34 北京时间 <a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241222113425a2015dc0&s=b\"><strong>民生证券股份有...</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>回顾2024:补贴驱动需求 新能源超预期渗透 高端化+出海提振盈利。2024 年,总量端,受益以旧换新补贴驱动,整体批零表现较好,2024M1-10 上险销量2,142.8 万辆,同比+3.9%;价格方面,整体价格竞争温和,折扣力度趋于稳定。结构方面:1)新能源:受益于新能源补贴力度大于燃油及比亚迪降价带动行业实现“油电同价”,新能源渗透率超预期,从年初的30+%提升至当前的50+%;2)自主:...</p>\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241222113425a2015dc0&s=b\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81211":"比亚迪股份-R","81810":"小米集团-WR","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","LU0823426308.USD":"法巴中国股票基金","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","SG9999006597.SGD":"United China-India Dynamic Growth SGD","LU0823414478.USD":"法巴经典能源转换基金","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","SG9999006514.SGD":"United Asia Consumer Fund SGD","SG9999015978.USD":"利安颠覆性创新基金A","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL 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年1-2 月政策延续,则总量端2024Q4-2025Q1 有望平滑过渡,我们预计2025 年上险销量2,370 万辆,同比+7.7%;2)如2025 年1-2 月政策不延续,则2024Q4 将存在翘尾效应,我们预计2025 年上险销量2,330 万辆,同比+3.6%。1)竞争格局:合资加速退坡 自主中高端替代加速。我们认为:1)2025 年市场格局将比2024 年更为明晰,2024 年自主车企已经对15 万元以下的合资车企完成出清,多数车企已难有进一步价格大幅下探的空间;2)15 万元内:价格带竞争格局稳定,比亚迪龙头地位稳固,看好吉利通过5-15 万元的新品矩阵进一步冲击燃油车市场,争夺龙二的地位;新势力车企中,小鹏和零跑同样有望在此价格带中凭借智能化及性价比优势获得较高的销量增速;3)高端市场:BBA 享有定价权但品牌力持续受损,自主车企或迎来增长空间,华为和小米两大消费电子巨头入局汽车行业,有望凭借其对用户的需求把握、营销能力、生态优势抢占份额,看好华为系、小米和理想通过品牌力和科技能力迎来销量的提升。2)智能化:城市NOA 加速落地 智能驾驶重塑秩序。海外,特斯拉在智能驾驶端已经形成算法、数据、训练的全闭环,FSD V12 推出以来累计行驶里程数加速增长,截至2024Q3 末已突破20 亿英里。国内,小鹏率先实现无图纯视觉城市NGP 落地,理想、小米、极氪、智己均发布智驾进度规划,展望2025 年,低成本智驾、无图城市NOA、车位到车位将成为智能驾驶产业化落地的重点,我们看好智能驾驶已闭环的华为、小鹏,此外小米、极氪、理想智驾表现亦值得期待。3)出海:技术+本地化共同驱动出海,自主空间广阔。2025 年自主车企将进一步加大出口和出海力度:长安、比亚迪等海外工厂逐步落地;长城在俄罗斯市场之外发力东南亚、南美等市场;零跑反向合资Stellantis,加速拓展欧洲新能源汽车市场。我们预计2025 年乘用车出口将达到580.0 万辆,同比+16.5%,提振自主盈利。自主新能源汽车技术具备优势+燃油汽车凭借性价比抢夺份额,我们预计中系品牌全球市占率远期可达18.1%,出口空间1,022 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小米凭借生态优势、品牌力和智能化将持续带领小米汽车销量提升","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384725010518056","isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383567085388320,"gmtCreate":1734685596945,"gmtModify":1734685599002,"author":{"id":"4101528893376900","authorId":"4101528893376900","name":"wyyyyyyi","avatar":"https://static.tigerbbs.com/631750bfe36360fd4719a0a2706a0593","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101528893376900","authorIdStr":"4101528893376900"},"themes":[],"htmlText":"实车是好看的,力量感很足,光颜值估计又能,吸引不少人","listText":"实车是好看的,力量感很足,光颜值估计又能,吸引不少人","text":"实车是好看的,力量感很足,光颜值估计又能,吸引不少人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383567085388320","repostId":"2492450881","repostType":2,"repost":{"id":"2492450881","kind":"news","pubTimestamp":1734668178,"share":"https://www.laohu8.com/m/news/2492450881?lang=&edition=full","pubTime":"2024-12-20 12:16","market":"hk","language":"zh","title":"小米首款SUV汽车YU7无伪装实车曝光,雷军曾称已开启大规模路测","url":"https://stock-news.laohu8.com/highlight/detail?id=2492450881","media":"IT之家","summary":"IT之家 12 月 20 日消息,今天上午,北京当地的车友会晒出了一组小米首款 SUV 汽车 YU7 的无伪装实车图,据称位于北京雁栖湖。小米 YU7 车尾采用贯穿式风格,后包围造型风格同样保持不变。此外,该车在车顶设计有后扰流板。小米 YU7 搭载双电机系统,前电机最大功率为 220 千瓦,后电机最大功率为 288 千瓦。据IT之家此前报道,小米创办人、董事长兼 CEO 雷军 10 日在微博表示,小米 YU7 SUV 目前正在进行大规模路测,预计明年六七月正式上市。","content":"<html><body><p>IT之家 12 月 20 日消息,今天上午,北京当地的车友会晒出了一组小米首款 SUV 汽车 YU7 的无伪装实车图,据称位于北京雁栖湖。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>小米 YU7 的外观基本延续了小米 SU7 的设计风格。车头采用封闭式设计,大灯轮廓以及前包围造型基本不变。小米 YU7 车尾采用贯穿式风格,后包围造型风格同样保持不变。此外,该车在车顶设计有后扰流板。</p><p>申报数据显示,小米 YU7 长宽高分别为 4999/1996/1600 毫米,轴距为 3000 毫米,采用 5 座布局。小米 YU7 搭载双电机系统,前电机最大功率为 220 千瓦,后电机最大功率为 288 千瓦。同时,该车匹配三元锂电池组。</p><p>据IT之家此前报道,小米创办人、董事长兼 CEO 雷军 10 日在微博表示,小米 YU7 SUV 目前正在进行大规模路测,预计明年六七月正式上市。“希望 YU7 测试车可以尽早拆除重伪装,有助于我们做更全面、更细致的长时间大规模测试,来确保产品质量,做出更好的产品。”</p></body></html>","source":"ifeng_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta 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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小米首款SUV汽车YU7无伪装实车曝光,雷军曾称已开启大规模路测\n</h2>\n<h4 class=\"meta\">\n\n\n2024-12-20 12:16 北京时间 <a href=\"https://tech.ifeng.com/c/8fSrpw8ZVcD\"><strong>IT之家</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>IT之家 12 月 20 日消息,今天上午,北京当地的车友会晒出了一组小米首款 SUV 汽车 YU7 的无伪装实车图,据称位于北京雁栖湖。小米 YU7 的外观基本延续了小米 SU7 的设计风格。车头采用封闭式设计,大灯轮廓以及前包围造型基本不变。小米 YU7 车尾采用贯穿式风格,后包围造型风格同样保持不变。此外,该车在车顶设计有后扰流板。申报数据显示,小米 YU7 长宽高分别为 4999/1996...</p>\n<a href=\"https://tech.ifeng.com/c/8fSrpw8ZVcD\">Web Link</a>\n</div>\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","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","BK1607":"新IT概念","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","BK1589":"北水核心资产","XIACY":"小米集团ADR","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0918141887.USD":"安联亚洲实际收益股票基金","01810":"小米集团-W","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) 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的无伪装实车图,据称位于北京雁栖湖。小米 YU7 的外观基本延续了小米 SU7 的设计风格。车头采用封闭式设计,大灯轮廓以及前包围造型基本不变。小米 YU7 车尾采用贯穿式风格,后包围造型风格同样保持不变。此外,该车在车顶设计有后扰流板。申报数据显示,小米 YU7 长宽高分别为 4999/1996/1600 毫米,轴距为 3000 毫米,采用 5 座布局。小米 YU7 搭载双电机系统,前电机最大功率为 220 千瓦,后电机最大功率为 288 千瓦。同时,该车匹配三元锂电池组。据IT之家此前报道,小米创办人、董事长兼 CEO 雷军 10 日在微博表示,小米 YU7 SUV 目前正在进行大规模路测,预计明年六七月正式上市。“希望 YU7 测试车可以尽早拆除重伪装,有助于我们做更全面、更细致的长时间大规模测试,来确保产品质量,做出更好的产品。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383269425057840,"gmtCreate":1734602347710,"gmtModify":1734602349867,"author":{"id":"4101528893376900","authorId":"4101528893376900","name":"wyyyyyyi","avatar":"https://static.tigerbbs.com/631750bfe36360fd4719a0a2706a0593","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101528893376900","authorIdStr":"4101528893376900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 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德银认为,新产品、细分市场、门店及产能将为小米汽车业务带来指数级增长,预计到2027年,小米电动汽车业务的毛利率将达25%,对总毛利和税前利润的贡献占比分别达到45.5%和42%,销量达到100万辆,成为集团最大的业务部门。德银首次给予小米“买入”评级,并将其目标价上调至43港元。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 德银认为,新产品、细分市场、门店及产能将为小米汽车业务带来指数级增长,预计到2027年,小米电动汽车业务的毛利率将达25%,对总毛利和税前利润的贡献占比分别达到45.5%和42%,销量达到100万辆,成为集团最大的业务部门。德银首次给予小米“买入”评级,并将其目标价上调至43港元。","text":"$小米集团-W(01810)$ 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","text":"看看咱su7这实力,都已经多少国外大佬来拆解研究了[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382630191202536","repostId":"2492629741","repostType":2,"repost":{"id":"2492629741","kind":"news","pubTimestamp":1734387764,"share":"https://www.laohu8.com/m/news/2492629741?lang=&edition=full","pubTime":"2024-12-17 06:22","market":"us","language":"zh","title":"美国造车新势力Lucid工程师谈中国同行:数字技术有核心优势,公司买了台小米SU7","url":"https://stock-news.laohu8.com/highlight/detail?id=2492629741","media":"IT之家","summary":"IT之家 12 月 16 日消息,从“老字号”福特到“新势力”Rivian,美国已有不少汽车公司购买中国电动汽车并展开测试,意图揭开“成功的秘诀”。美国初创车企 Lucid 也不例外。据 insideevs 当地时间 15 日报道,该公司首席工程师 Eric Bach 在接受采访时表示,公司试图从来自中国的竞争对手中汲取经验。Lucid 的车辆动态团队负责人 David Lickfold 透露,Lucid 公司目前拥有蔚来和极氪的产品,同时已经订购了小米 SU7。Eric Bach 表示,每个中国品牌都有各自的优缺点。","content":"<html><body><p>IT之家 12 月 16 日消息,从“老字号”福特到“新势力”Rivian,美国已有不少汽车公司购买中国电动汽车并展开测试,意图揭开“成功的秘诀”。</p><p>美国初创车企 Lucid 也不例外。据 insideevs 当地时间 15 日报道,该公司首席工程师 Eric Bach 在接受采访时表示,公司试图从来自中国的竞争对手中汲取经验。他认为,中国汽车有许多优势,因此<strong>不应忽视这些竞争者</strong>,尤其在推出新的 Gravity SUV 和即将发布亲民车型的当下更是如此。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>Eric Bach 说,“他们在<strong>数字技术</strong>上具有核心优势。他们有<strong>强大的研发速度和出色的工作态度</strong>,使得他们的生产力非常高。而且,政府补贴为中国企业提供了巨大的竞争动力,他们现在正在探索如何走向国际市场。”</p><p>“如果你还没有意识到这一点(中国电动汽车的优势),那就是不了解实际情况,显然是不对的。”</p><p>Lucid 的车辆动态团队负责人 David Lickfold 透露,Lucid 公司目前拥有<strong><a href=\"https://laohu8.com/S/NIO\">蔚来</a>和<a href=\"https://laohu8.com/S/ZK\">极氪</a>的产品</strong>,同时<strong>已经订购了小米 SU7</strong>。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>Eric Bach 表示,每个中国品牌都有各自的优缺点。令人意外的是,中国在工艺水平上也展现了强大的竞争力。“如果你观察<strong>车身外观或车内设计的精细度和成熟度</strong>,你会发现中国汽车的一些竞争对手在执行上做得非常到位。我们必须承认,中国的汽车质量<strong>并不差</strong>。”</p><p>他还认为,中国汽车在数字功能和信息娱乐软件方面也表现出色。目前 Lucid 正在开发新车型 Gravity SUV,该车配备了大屏曲面显示和全新信息娱乐系统,旨在解决 Lucid 之前软件系统的不足。“中国企业的一大优势,是他们<strong>有更多的人投入更多时间编程</strong>,因此他们的产出非常高。我们也需要在这一点上加油,做到既快速又富有创意。”</p><p>Bach 提到,由吉利和<a href=\"https://laohu8.com/S/BIDU\">百度</a>合作打造的极越“汽车<a href=\"https://laohu8.com/S/300024\">机器人</a>”在<strong>数字化体验</strong>方面给他留下了深刻印象,尤其是导航、语音控制和驾驶辅助系统。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>他同时也认为,中国的汽车公司在驾驶体验和性能方面普遍存在不足。“我认为,Lucid 才是能够<strong>将所有方面完美融合</strong>的公司,我们将非常努力地保持这一点。”</p><p>据IT之家此前报道,福特 CEO Jim Farley 透露他一直在驾驶小米 SU7,并且非常满意。法利说,<strong>他今年有半年时间一直在使用这款电动汽车</strong>,对它的性能和设计赞不绝口。</p></body></html>","source":"ifeng_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; 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href=\"https://tech.ifeng.com/c/8fMOoQmyhog\"><strong>IT之家</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>IT之家 12 月 16 日消息,从“老字号”福特到“新势力”Rivian,美国已有不少汽车公司购买中国电动汽车并展开测试,意图揭开“成功的秘诀”。美国初创车企 Lucid 也不例外。据 insideevs 当地时间 15 日报道,该公司首席工程师 Eric Bach 在接受采访时表示,公司试图从来自中国的竞争对手中汲取经验。他认为,中国汽车有许多优势,因此不应忽视这些竞争者,尤其在推出新的 ...</p>\n<a href=\"https://tech.ifeng.com/c/8fMOoQmyhog\">Web Link</a>\n</div>\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","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK1506":"5G概念","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0052750758.USD":"富兰克林中国基金A 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Inc","BK4555":"新能源车"},"source_url":"https://tech.ifeng.com/c/8fMOoQmyhog","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492629741","content_text":"IT之家 12 月 16 日消息,从“老字号”福特到“新势力”Rivian,美国已有不少汽车公司购买中国电动汽车并展开测试,意图揭开“成功的秘诀”。美国初创车企 Lucid 也不例外。据 insideevs 当地时间 15 日报道,该公司首席工程师 Eric Bach 在接受采访时表示,公司试图从来自中国的竞争对手中汲取经验。他认为,中国汽车有许多优势,因此不应忽视这些竞争者,尤其在推出新的 Gravity SUV 和即将发布亲民车型的当下更是如此。Eric Bach 说,“他们在数字技术上具有核心优势。他们有强大的研发速度和出色的工作态度,使得他们的生产力非常高。而且,政府补贴为中国企业提供了巨大的竞争动力,他们现在正在探索如何走向国际市场。”“如果你还没有意识到这一点(中国电动汽车的优势),那就是不了解实际情况,显然是不对的。”Lucid 的车辆动态团队负责人 David Lickfold 透露,Lucid 公司目前拥有蔚来和极氪的产品,同时已经订购了小米 SU7。Eric Bach 表示,每个中国品牌都有各自的优缺点。令人意外的是,中国在工艺水平上也展现了强大的竞争力。“如果你观察车身外观或车内设计的精细度和成熟度,你会发现中国汽车的一些竞争对手在执行上做得非常到位。我们必须承认,中国的汽车质量并不差。”他还认为,中国汽车在数字功能和信息娱乐软件方面也表现出色。目前 Lucid 正在开发新车型 Gravity SUV,该车配备了大屏曲面显示和全新信息娱乐系统,旨在解决 Lucid 之前软件系统的不足。“中国企业的一大优势,是他们有更多的人投入更多时间编程,因此他们的产出非常高。我们也需要在这一点上加油,做到既快速又富有创意。”Bach 提到,由吉利和百度合作打造的极越“汽车机器人”在数字化体验方面给他留下了深刻印象,尤其是导航、语音控制和驾驶辅助系统。他同时也认为,中国的汽车公司在驾驶体验和性能方面普遍存在不足。“我认为,Lucid 才是能够将所有方面完美融合的公司,我们将非常努力地保持这一点。”据IT之家此前报道,福特 CEO Jim Farley 透露他一直在驾驶小米 SU7,并且非常满意。法利说,他今年有半年时间一直在使用这款电动汽车,对它的性能和设计赞不绝口。","news_type":1},"isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382629526802696,"gmtCreate":1734419508215,"gmtModify":1734420087250,"author":{"id":"4101528893376900","authorId":"4101528893376900","name":"wyyyyyyi","avatar":"https://static.tigerbbs.com/631750bfe36360fd4719a0a2706a0593","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101528893376900","authorIdStr":"4101528893376900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v> 德银首次给予小米“买入”评级,目标价到43港元,预计新产品、细分市场、门店及产能将为小米汽车业务带来指数级增长,并有望在未来两年进入纯电和混动SUV两个更大的细分市场。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v> 德银首次给予小米“买入”评级,目标价到43港元,预计新产品、细分市场、门店及产能将为小米汽车业务带来指数级增长,并有望在未来两年进入纯电和混动SUV两个更大的细分市场。","text":"$小米集团-W(01810)$ 德银首次给予小米“买入”评级,目标价到43港元,预计新产品、细分市场、门店及产能将为小米汽车业务带来指数级增长,并有望在未来两年进入纯电和混动SUV两个更大的细分市场。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382629526802696","isVote":1,"tweetType":1,"viewCount":1674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382156808622344,"gmtCreate":1734344094378,"gmtModify":1734344096511,"author":{"id":"4101528893376900","authorId":"4101528893376900","name":"wyyyyyyi","avatar":"https://static.tigerbbs.com/631750bfe36360fd4719a0a2706a0593","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101528893376900","authorIdStr":"4101528893376900"},"themes":[],"htmlText":"武汉工厂已经在路上了,将来空调也会自研自产","listText":"武汉工厂已经在路上了,将来空调也会自研自产","text":"武汉工厂已经在路上了,将来空调也会自研自产","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382156808622344","repostId":"2491658395","repostType":2,"repost":{"id":"2491658395","kind":"news","pubTimestamp":1734333254,"share":"https://www.laohu8.com/m/news/2491658395?lang=&edition=full","pubTime":"2024-12-16 15:14","market":"us","language":"zh","title":"卢伟冰:根据第三方统计数据,1-11 月小米空调销量同比增长 53%","url":"https://stock-news.laohu8.com/highlight/detail?id=2491658395","media":"IT之家","summary":"小米集团合伙人、总裁,手机部总裁,小米品牌总经理卢伟冰发文称,“今天上午刚刚开了大家电的业务例会,重点看了看空调业务的销量和份额。根据第三方统计数据,1-11 月小米空调销量同比增长 53%。”目前小米官方暂未公布 1-11 月小米空调具体销量,据IT之家此前报道,小米集团 2024 年第三季度财报显示,小米集团三季度创造了单季史上最强业绩,营收同比增长 30.5%。其中,小米集团空调产品出货量超 170 万台,同比增长超过 55%。","content":"<html><body><div>\n<p>小米集团合伙人、总裁,手机部总裁,小米品牌总经理卢伟冰发文称,“今天上午刚刚开了大家电的业务例会,重点看了看空调业务的销量和份额。根据第三方统计数据,1-11 月小米空调销量同比增长 53%。”</p><p><img src=\"https://img.ithome.com/newsuploadfiles/2024/12/4724a660-f952-4ad7-9b05-2ca19f1b6f23.jpg?x-bce-process=image/format,f_avif\" title=\"卢伟冰:根据第三方统计数据,1-11 月小米空调销量同比增长 53%\" width=\"930\"/></p><p>目前小米官方暂未公布 1-11 月小米空调具体销量,据IT之家此前报道,小米集团 2024 年第三季度财报显示,小米集团三季度创造了单季史上最强业绩,营收同比增长 30.5%。其中,小米集团空调产品出货量超 170 万台,同比增长超过 55%。</p><p>另外,小米首座<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>家电工厂已于今年 11 月在湖北武汉奠基动工,项目占地面积 751 亩,预计 2026 年实现大规模量产,据武汉东湖新技术开发区管理委员会官方账号“中国光谷”报道,小米空调在中国线上市场的份额已升至第三。小米家电相关负责人透露,明年年中小米将新上多款空调,其中包括中央空调。</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 content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>卢伟冰:根据第三方统计数据,1-11 月小米空调销量同比增长 53%</title>\n<style 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href=\"https://hk.jrj.com.cn/2024/12/16151446415148.shtml\">Web Link</a>\n</div>\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","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK1506":"5G概念","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0359201612.USD":"贝莱德中国基金A2","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","BK1523":"武汉本地概念股","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BK1193":"电脑硬件、储存设备及电脑周边","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK1521":"挪威政府全球养老基金持仓","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","01810":"小米集团-W","SG9999002463.SGD":"LionGlobal China Growth SGD","LU1303224171.USD":"NINETY ONE GSF 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月小米空调销量同比增长 53%。”目前小米官方暂未公布 1-11 月小米空调具体销量,据IT之家此前报道,小米集团 2024 年第三季度财报显示,小米集团三季度创造了单季史上最强业绩,营收同比增长 30.5%。其中,小米集团空调产品出货量超 170 万台,同比增长超过 55%。另外,小米首座智能家电工厂已于今年 11 月在湖北武汉奠基动工,项目占地面积 751 亩,预计 2026 年实现大规模量产,据武汉东湖新技术开发区管理委员会官方账号“中国光谷”报道,小米空调在中国线上市场的份额已升至第三。小米家电相关负责人透露,明年年中小米将新上多款空调,其中包括中央空调。\n\n\r\n 责任编辑:钟离","news_type":1},"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382150261698928,"gmtCreate":1734342500322,"gmtModify":1734342502344,"author":{"id":"4101528893376900","authorId":"4101528893376900","name":"wyyyyyyi","avatar":"https://static.tigerbbs.com/631750bfe36360fd4719a0a2706a0593","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101528893376900","authorIdStr":"4101528893376900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 小米拿下央视的“中国ESG榜样企业”,今年SU7成车圈顶流,带着也提升了市场对新能源汽车的关注度","listText":"<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 造车三年现金储备还增加了500亿,小米这表现太逆天了,还有人质疑汽车会拖累小米,确实是想多了,汽车反而更加成就了小米的高端","text":"$小米集团-W(01810)$ 造车三年现金储备还增加了500亿,小米这表现太逆天了,还有人质疑汽车会拖累小米,确实是想多了,汽车反而更加成就了小米的高端","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381081771291000","isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380876722409784,"gmtCreate":1733996716839,"gmtModify":1733996718807,"author":{"id":"4101528893376900","authorId":"4101528893376900","name":"wyyyyyyi","avatar":"https://static.tigerbbs.com/631750bfe36360fd4719a0a2706a0593","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101528893376900","authorIdStr":"4101528893376900"},"themes":[],"htmlText":"小米这整个生态布局在哪个行业都让人羡慕","listText":"小米这整个生态布局在哪个行业都让人羡慕","text":"小米这整个生态布局在哪个行业都让人羡慕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380876722409784","repostId":"2490287632","repostType":2,"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380838860259672,"gmtCreate":1733987476206,"gmtModify":1733987477695,"author":{"id":"4101528893376900","authorId":"4101528893376900","name":"wyyyyyyi","avatar":"https://static.tigerbbs.com/631750bfe36360fd4719a0a2706a0593","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101528893376900","authorIdStr":"4101528893376900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>现在各个行业竞争都很激烈,看下来小米能快速占领头部位置属实是不容易,只能说小米还是太强了有点","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>现在各个行业竞争都很激烈,看下来小米能快速占领头部位置属实是不容易,只能说小米还是太强了有点","text":"$小米集团-W(01810)$现在各个行业竞争都很激烈,看下来小米能快速占领头部位置属实是不容易,只能说小米还是太强了有点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380838860259672","isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380387372806672,"gmtCreate":1733909373683,"gmtModify":1733909375877,"author":{"id":"4101528893376900","authorId":"4101528893376900","name":"wyyyyyyi","avatar":"https://static.tigerbbs.com/631750bfe36360fd4719a0a2706a0593","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101528893376900","authorIdStr":"4101528893376900"},"themes":[],"htmlText":"还有很多利好在后面等着小米呢[财迷] ","listText":"还有很多利好在后面等着小米呢[财迷] ","text":"还有很多利好在后面等着小米呢[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380387372806672","repostId":"2490002876","repostType":2,"repost":{"id":"2490002876","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点,打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经,将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1733891478,"share":"https://www.laohu8.com/m/news/2490002876?lang=&edition=full","pubTime":"2024-12-11 12:31","market":"other","language":"zh","title":"【券商聚焦】摩根大通予小米集团(01810)“增持”评级 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12:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>金吾财讯|<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>发研报指,小米集团(01810)宣布明年中将推出第二款电动汽车,名为“小米YU7”,属SUV车型,电动车业务产品组合持续扩大,反映集团进军电动车市场的执行能力好过市场预期,首款电动车小米SU7的交付目标亦两次上调,电动汽车业务首两季毛利率也达到中高水平,远超市场最初预期的仅录得轻微毛利。该行表示,目前静待集团公布更多有关新车的续航、定价和电池等细节,相信SU7的强劲销售势头、集团核心业务及电动汽车业务盈利能力,以及憧憬明年下半年再有新车型推出等利好因素,将在未来6至12个月持续推动股价,未来正面催化剂包括YU7更多细节或定价、进一步电动车产能扩充、核心业务表现超预期,以及国家未来出台大规模、全国性消费刺激措施等,予“增持”评级。</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg","relate_stocks":{"01810":"小米集团-W"},"source_url":"1949411","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2490002876","content_text":"金吾财讯|摩根大通发研报指,小米集团(01810)宣布明年中将推出第二款电动汽车,名为“小米YU7”,属SUV车型,电动车业务产品组合持续扩大,反映集团进军电动车市场的执行能力好过市场预期,首款电动车小米SU7的交付目标亦两次上调,电动汽车业务首两季毛利率也达到中高水平,远超市场最初预期的仅录得轻微毛利。该行表示,目前静待集团公布更多有关新车的续航、定价和电池等细节,相信SU7的强劲销售势头、集团核心业务及电动汽车业务盈利能力,以及憧憬明年下半年再有新车型推出等利好因素,将在未来6至12个月持续推动股价,未来正面催化剂包括YU7更多细节或定价、进一步电动车产能扩充、核心业务表现超预期,以及国家未来出台大规模、全国性消费刺激措施等,予“增持”评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":358528817877032,"gmtCreate":1728555313926,"gmtModify":1728555315239,"author":{"id":"4101528893376900","authorId":"4101528893376900","name":"wyyyyyyi","avatar":"https://static.tigerbbs.com/631750bfe36360fd4719a0a2706a0593","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101528893376900","authorIdStr":"4101528893376900"},"themes":[],"htmlText":"<a 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据有关数据显示,大城市大龄女性越来越多,很多都有能力独自抚养小孩。两会就有委员建议要保障这部分女性的生育权利与已婚妇女同等。这样一来,生育率还是非常有希望的~看好奶粉龙头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/632976438","isVote":1,"tweetType":1,"viewCount":1284,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000687","authorId":"9000000000000687","name":"先救我她有对象","avatar":"https://static.tigerbbs.com/41ac112b8ed10bb069533864c6e9000d","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000687","authorIdStr":"9000000000000687"},"content":"趋势已经坏哦,完全不见回头的样子,还是老老实实地看着比较好","text":"趋势已经坏哦,完全不见回头的样子,还是老老实实地看着比较好","html":"趋势已经坏哦,完全不见回头的样子,还是老老实实地看着比较好"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668748007,"gmtCreate":1665209965110,"gmtModify":1665209966335,"author":{"id":"4101528893376900","authorId":"4101528893376900","name":"wyyyyyyi","avatar":"https://static.tigerbbs.com/631750bfe36360fd4719a0a2706a0593","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101528893376900","authorIdStr":"4101528893376900"},"themes":[],"htmlText":"<a 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