小米SU7毛利率多少、如何看待特斯拉降价……雷军这么回答

第一财经04-24

4月23日，小米集团举办投资者大会。雷军在其个人公众号上分享了关于一些问题的回答。　　雷军：预计小米SU7大概毛利率会在5-10%　　有投资者问，SU7的毛利率究竟多少。　　雷军表示，很多人都拆过车，都知道绝大部分供应商都是BBA（奔驰、宝马、奥迪）的供应商。用这么贵的供应商和这么贵的零部件，其实毛利率就不会很高。雷军预计大概毛利率会在5-10%。他说，SU7今天的销量比预计还要大不少，具体数字还...

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Lei Jun answered this way","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/439940294b483cb1de42a72d3f142ce5","symbols_score_info":{"81810":0.6,"01810":1,"TSLL":1,"TSLA":1,"KC":1,"XIACY":0.6},"content_text":"4月23日，小米集团举办投资者大会。雷军在其个人公众号上分享了关于一些问题的回答。　　雷军：预计小米SU7大概毛利率会在5-10%　　有投资者问，SU7的毛利率究竟多少。　　雷军表示，很多人都拆过车，都知道绝大部分供应商都是BBA（奔驰、宝马、奥迪）的供应商。用这么贵的供应商和这么贵的零部件，其实毛利率就不会很高。雷军预计大概毛利率会在5-10%。他说，SU7今天的销量比预计还要大不少，具体数字还需要仔细核算。　　雷军：小米智驾团队一年预算大概15亿，将进一步加大智驾投入　　雷军表示，目前智驾团队一年预算大概15亿人民币左右，大概超过1000名工程师。下一步阶段今年将扩充到1500人，明年扩充到2000人，进一步加大在智驾的投入。　　雷军：目前最关注汽车、澎湃OS、AI这三项业务　　雷军称，目前最关注的是汽车、澎湃OS、AI这三项业务。此外，还特别关注两件事：第一，构建有竞争力的研发团队，今天小米有将近2万工程师，未来如何构建5万人、甚至10万人的研发团队；第二，如何有效梳理流程，流程和信息化是未来保障管理、提升效率的焦点工作。　　雷军：应对竞争最好的方法不仅仅是价格战，更重要的是产品力　　有投资者提问，如何看待特斯拉刚刚宣布的降价。　　对此，雷军表示，特斯拉4月1日涨价，4月21日全线降了1.4万元，这真的让他非常佩服特斯拉、非常佩服马斯克。面向竞争环境，特斯拉表现出如此灵敏的反应。马斯克真的是非常了不起的杰出企业家。　　雷军进一步表示，特斯拉对小米来说也是友商，他觉得应对竞争最好的方法不仅仅是价格战，更重要的是产品力。他认为，小米SU7是具备全方位产品力的，像防晒、收纳、生态都是独一无二的卖点，对目标客户群有吸引力。　　雷军：未来三年里会100%聚焦在国内市场　　关于小米什么时候会考虑海外市场，雷军称，从业务部署来说，未来三年里会100%聚焦在国内市场，把中国市场做好是第一步。　　他还表示，业务收入有一半来自于全球市场，小米在100多个国家做生意，30多个国家有办事处、分公司，拥有全球影响力和全球米粉基础，等准备好以后做全球市场应该是水到渠成的。　　雷军：以后会和大家及时沟通在AI方面的进展　　有投资者提问，关于AI发展和投入，小米是如何研判的。　　雷军表示，去年8月发布会上，小米公布了科技观和科技战略，就是要“深耕底层技术、长期持续投入，软硬件深度融合、AI 全面赋能”。AI也成为整个增长引擎一部分，所以这对小米是头等大事。过去几年由于外部因素压力很大，投资者对业绩增长也有一些批评，比较务实谈产品谈的比较多，谈AI相对少一些，让大家产生了误解。　　他说，其实，2016年开始小米内部就下定了All in AI的决心。比如智能驾驶，一出手就是全栈自研。这背后都是小米在AI领域长期持续的坚决投入。以后会和大家及时沟通在AI方面的进展。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2429640841"}