小米造车：买买买、投投投，代工是不可能的_老虎社区_美港股上老虎

小米造车：买买买、投投投，代工是不可能的

车智2021-09-09

北京时间9月8日，有消息称小米即将接手北京现代第二工厂，该工厂负责生产索纳塔、朗动、途胜等车型。这是继小米8月25日公告花费7737万美元并购自动驾驶初创公司deepmotion后，在汽车领域的第二大并购行动。目前，该消息还没有得到官方的确认。但是，自从9月1日雷军宣布注册小米汽车有限公司正式注册，9月2日被确认是在北京经济开发区（亦庄）注册后，小米造车进入了实际性阶段。同时，小米开始了大规模...

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逸逸外婆
·2021-09-09
好
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1
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ReneS
·2021-09-09
good
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1
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CCTong
·2021-09-09
好
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1
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朵朵朵
·2021-09-09
买了小米，却一直被套
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5
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收起
- BShin:
  小米有好多利好消息，但是股價不起，這幾個週都在24-26徘徊
  2021-09-09
  回复
  举报
- 我要吃大块肉回复朵朵朵:
  一样，27-28买进
  2021-09-09
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- 逸逸外婆:
  我也是，套的牢牢的
  2021-09-09
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查看更多 2 条评论
约简
·2021-09-09
小米造车优势多
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4
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Davidliew
·2021-09-09
[财迷]
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2
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OEM","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{},"content_text":"北京时间9月8日，有消息称小米即将接手北京现代第二工厂，该工厂负责生产索纳塔、朗动、途胜等车型。这是继小米8月25日公告花费7737万美元并购自动驾驶初创公司deepmotion后，在汽车领域的第二大并购行动。 \n目前，该消息还没有得到官方的确认。但是，自从9月1日雷军宣布注册小米汽车有限公司正式注册，9月2日被确认是在北京经济开发区（亦庄）注册后，小米造车进入了实际性阶段。同时，小米开始了大规模的人员招聘工作。 \n在2021年3月30日小米在港交所公告官宣造车后，小米在汽车领域的策略就是先喊出口号，包括10年投资100亿美元、首批投资100亿，账面现金超过1000亿等，借此来吸引人才和产业资源的关注，并且开始对外投资并购战略。 \n小米造车，这是一场事先宣扬的行动，并借此持续吸引舆论关注、人才和产业资源关注、潜在车主（主要是米粉）的关注，雷军还打上了个人情感牌，宣称这是自己人生最后一个重大创业项目。 \n对于小米来说，要尽快的将这些优势，转化成为量产车型，这就有了小米买自动驾驶团队的公告，有了买工厂的传闻，此前还在接触并购恒大汽车的可能性，小米还特此公告进行解释。可见小米的一举一动都是备受关注的，并且是能够影响大局的。 \n小米造车，也采用了买买买的策略，但是，是相对谨慎的买买买，也包括了的投资，这和恒大当年造车的买买买，在策略上，在资金体量上，都是有很大的区别。手握重金的小米，是造车路上最靓的仔。 \n\n01 小米造车的投资和并购\n在小米官宣造车后，小米战投和小米产投，疯狂的在市场上扫汽车产业链项目，并且要进行大规模的投资。 \n在官宣造车后，小米投资了激光雷达公司禾赛科技，投资了自动驾驶初创公司纵目科技（可能看重的是该公司的角雷达，这是此前该公司拿到产业链投资的重要支撑）。 \n此外，小米还在试图投资芯片初创公司黑芝麻，而在2020年12月，小米长江产投还投资了动力电池供应商中航锂电。小米还投资了智芯半导体、博泰车联网、睿米科技等智能汽车相关企业，有统计显示，小米投资了30多家汽车产业相关公司。 \n同时，雷军也在带队与一众的车企洽谈，解决小米汽车的生产问题，洽谈的车企包括了长城、宝 沃、比亚迪等，都曾经出现在小米的合作绯闻对象清单中。最新的消息是，北京现代第二工厂要出售，有数家车企在洽谈，其中包括了小米。 \n\n随着小米造车的深入，相信小米还会继续投资汽车产业链公司。其中，小米和宝 沃洽谈得比较深入，但在7月份，有消息显示宝 沃将会进入破产程序，不知道是为了卖身小米前减少债务，还是小米真的转向现代第二工厂，此前，理想接手了现代第一工厂。 \n此外，代工的话，吉利和富士康合资可以代工汽车，但，和小米合作可能性不大了。因为吉利研究院院长胡峥楠加入顺为资本出任合伙人，此前盛传小米以10亿的代价挖胡负责造车。从现在的消息来看，胡峥楠应该就是小米汽车负责人，所谓的顺为资本合伙人不过是避免被吉利追杀，现在胡峥楠带来的团队在负责相关造车事宜。 \n对于小米来说，代工的模式并不理智，制造还是智能网联电动汽车的核心竞争力 ，特斯拉超级工厂，也为特斯拉提供了强有力的保证，更重要的是，能够有效的降低制造的成本，这是小米需要学习的。 \n毕竟，当小米汽车要量产了，必然要面对特斯拉这个价格屠夫，以性价比起家的小米品牌，没有理由让米粉们多掏钱。 \n买自动驾驶团队，买工厂，甚至买更多的公司，都是为了加速小米造车的进程，从资金使用效率上看，小米造车的买买买完全不同于恒大造车的买买买。 \n02 造车的资金使用效率\n恒大汽车因为恒大集团陷入现金流危机而陷入困境，现在恒大汽车在寻找资金注入，也曾经和小米有过初步接触，但小米并购恒大汽车的可能性不大。整合难度太大，代价可能也会很高昂。 \n导致恒大汽车陷入今天困境的原因，就是资金使用效率太低。恒大在汽车领域投入了足够的资金，包括买国能汽车花了几十亿美元，投资贾跃亭的FF又是几十亿美元，还有各种买买买，许家印当时著名的买买买合合合圈圈圈思想指导下，恒大汽车花费了天量的资金，根据恒大的自我统计，2019-2021年累计投入为294亿元人民币，包括了恒大集团在2019年投入的147亿。 \n恒大汽车本身融资了数次，融资了超过300亿港币。恒大汽车本身的资金，其实并不是出现困难，出现困难的原因就类似当年乐视网的操作。 \n恒大汽车的前车之鉴，雷军肯定也是看在眼里。以恒大的操作，小米接盘恒大汽车，有可能就如同融创当年接盘乐视。当然了，孙宏斌当年也是有别的想法。 \n雷军很难对恒大别的业务有想法，所以小米不大可能接盘恒大汽车。根据目前的消息来看，恒大汽车要整体从深圳回归南沙了，说明，接盘恒大汽车的资金还是来自广州的。 \n\n从目前小米在汽车产业的投资和并购标的来看，小米的资金使用效率是比较高的。也就花了七千多万美元并购deepmotion，虽然不少钱，但是，主要是自动驾驶行业溢价太高，另外，投资的一些标的，甚至还有可能赚钱。 \n另外，花钱买工厂也是必然的事情，顺带要把生产资质搞定。要搞定生产资质和量产工厂，小米要准备20-30亿的资金，就能够得到一座很好的工厂。小米还是要力争自建工厂，汽车代工的模式，现在还不成熟。更何况，制造能力也是车企的一个核心竞争力，好的产能，车企也不会对外释放。 \n在研发上，小米要砸出重金，另外，在生态构建上，和此前小米投资的超过400家企业，构建的小米生态链，小米生态链+小米汽车，还是有可能产生很好的化学反应，为用户提供更好的生活、出行体验。 \n这，或许就是外界，对小米造车有所期待的原因。恒大汽车，可以讲住和行的故事，小米汽车可以讲行和生活的故事。更期待哪个呢？ \n本文来自微信公众号 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