手机冲高，家电出海，汽车放量：小米“新三角”换挡

华夏时报网09-25 15:18

存储超级周期压顶，手机厂商没有停下发新机的脚步，但筹码正逐渐向手机之外倾斜。　　9月23日，小米发布小米18 Pro系列新机，也同步推出了平板、可穿戴、家电等多个产品线。而在这个9月，小米汽车的增程系列“澎程”新车，以及小米18 Fold折叠屏，也已经对外亮相。　　新品密集上新背后，小米的手机、IoT、汽车这个“新三角”正在进行一场关于增长引擎的重新分配。　　新机提价1000元　　涨价压力持续传导...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/2670445962?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-09-25 15:18","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2670445962","market":"us","top_or_hot":-1,"title":"手机冲高，家电出海，汽车放量：小米“新三角”换挡","media":"华夏时报网","content":"<div>\n<p>存储超级周期压顶，手机厂商没有停下发新机的脚步，但筹码正逐渐向手机之外倾斜。　　9月23日，小米发布小米18 Pro系列新机，也同步推出了平板、可穿戴、家电等多个产品线。而在这个9月，小米汽车的增程系列“澎程”新车，以及小米18 Fold折叠屏，也已经对外亮相。　　新品密集上新背后，小米的手机、IoT、汽车这个“新三角”正在进行一场关于增长引擎的重新分配。　　新机提价1000元　　涨价压力持续传导...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202609253884275974.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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>手机冲高，家电出海，汽车放量：小米“新三角”换挡</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; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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手机冲高，家电出海，汽车放量：小米“新三角”换挡\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-25 15:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202609253884275974.html><strong>华夏时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>存储超级周期压顶，手机厂商没有停下发新机的脚步，但筹码正逐渐向手机之外倾斜。　　9月23日，小米发布小米18 Pro系列新机，也同步推出了平板、可穿戴、家电等多个产品线。而在这个9月，小米汽车的增程系列“澎程”新车，以及小米18 Fold折叠屏，也已经对外亮相。　　新品密集上新背后，小米的手机、IoT、汽车这个“新三角”正在进行一场关于增长引擎的重新分配。　　新机提价1000元　　涨价压力持续传导...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202609253884275974.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999001093.SGD","symbol_name":"United Greater China Fund A Acc SGD","start_time":0,"source_url":"http://finance.eastmoney.com/a/202609253884275974.html","article_id":"2670445962","we_media_id":null,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609253884275974.html","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2670445962","pubTimestamp":1790320721,"columns":[],"sourceInfo":{"source_id":"stock_eastmoney","name":"东方财富"},"weMediaInfo":null,"summary":"存储超级周期压顶，手机厂商没有停下发新机的脚步，但筹码正逐渐向手机之外倾斜。9月23日，小米发布小米18Pro系列新机，也同步推出了平板、可穿戴、家电等多个产品线。而在这个9月，小米汽车的增程系列“澎程”新车，以及小米18Fold折叠屏，也已经对外亮相。新品密集上新背后，小米的手机、IoT、汽车这个“新三角”正在进行一场关于增长引擎的重新分配。","collect":0,"end_time":0,"defaultTopTitle":"eastmoney.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"81810":"小米集团-WR","SG9999001093.SGD":"United Greater China Fund A Acc SGD","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU2294711473.HKD":"BNP PARIBAS CHINA EQUITY \"C\" (HKD) ACC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BK1575":"同股不同权","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0594300419.USD":"富达中国消费基金A","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","BK1506":"5G概念","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","HK0000165453.HKD":"华夏精选大中华科技基金 A类港币","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0169518387.USD":"JPM ASIA EQUITY \"A\" ACC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU0675040207.SGD":"JPM ASIA PACIFIC EQUITY \"A\" (SGD) ACC","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","LU0441854154.USD":"JPM ASIA PACIFIC EQUITY \"A\" (USD) ACC","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0823426308.USD":"法巴中国股票基金","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","BK1610":"ETF&股票定投概念","LU0051755006.USD":"摩根大通中国A (dist)","01810":"小米集团-W","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","BK1502":"双十一","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","BK1589":"北水核心资产","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","DRGN":"Themes China Generative Artificial Intelligence ETF","BK1193":"电脑硬件、储存设备及电脑周边","HK0000286598.CNH":"中银保诚中国价值基金 A","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","SG9999002463.SGD":"LionGlobal China Growth SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","HXXD.SI":"Xiaomi HK SDR 2to1","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","XIACY":"小米集团ADR","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","BK1607":"新IT概念","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","BK1618":"Manus概念股","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","BK1523":"武汉本地概念股","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU0359201612.USD":"贝莱德中国基金A2","LU0117841782.USD":"JPM GREATER CHINA \"A\" (USD) INC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU1720050803.USD":"安联全方位中国股票基金","BK1615":"港股-互联网","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC"},"translate_title":"Mobile phones surge, home appliances go global, car sales increase: Xiaomi's \"new triangle\" shifts gears.","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/b9a65e66379fda7727b22c5fde93dff7","symbols_score_info":{"81810":0.6,"MIUmain":0.6,"01810":1.97,"HXXD.SI":0.6,"XIACY":1.97,"DRGN":0.6},"content_text":"存储超级周期压顶，手机厂商没有停下发新机的脚步，但筹码正逐渐向手机之外倾斜。　　9月23日，小米发布小米18 Pro系列新机，也同步推出了平板、可穿戴、家电等多个产品线。而在这个9月，小米汽车的增程系列“澎程”新车，以及小米18 Fold折叠屏，也已经对外亮相。　　新品密集上新背后，小米的手机、IoT、汽车这个“新三角”正在进行一场关于增长引擎的重新分配。　　新机提价1000元　　涨价压力持续传导下，手机厂商的新机定价成为市场最关心的话题之一。　　据《华夏时报》记者了解，小米18 Pro起售价5999元，比17 Pro高出1000元；小米18 Pro Max起售价6999元，相较上一代机型的起售价也上涨1000元。而这两款手机透明版（1TB）的起售价则分别为9999元和10999元，这也是小米透明版设计时隔6年后的首次回归。　　新机价格上涨，源于核心零部件成本的全线上升。　　SoC芯片方面，小米18 Pro系列分别首发搭载基于台积电2nm制程工艺的第六代骁龙8至尊版和超级至尊版。据供应链信息，两颗芯片的采购成本均处于高位，较上代3nm芯片有明显上涨。　　价格持续上涨的存储也依然是手机厂商成本压力的主要来源。TrendForce集邦咨询预计，今年Q3移动DRAM合约价将环比上涨8%—13%，Q4涨幅会进一步收窄。但小米集团合伙人、集团总裁卢伟冰在今年Q2财报会上已经表示，虽然进入缓涨阶段，但整个内存的成本还是处在历史高位。　　此外，持续加码的AI也是目前新机提价的因素之一。据记者了解，小米18 Pro系列搭载融入小米MiMo大模型的超级小爱2.0。卢伟冰在9月23日晚间的发言中还表示：“从系统软件到芯片硬件，从影像到大模型应用，小米18 Pro系列是小米用AI全面改造智能手机的开始。”　　在新机各种“软硬”提价的同时，手机大盘则大幅缩水。IDC数据显示，今年Q2全球手机市场总出货量为2.775亿台，同比下跌6.7%，而在前五大厂商中，只有三星和苹果实现了出货量的正向增长。　　小米财报也显示，今年Q2，其手机收入为421亿元，同比减少7.5%，3120万部手机出货量同比减少26.5%，8.5%的毛利率同比减少3个百分点。　　有业内人士在跟记者交流时认为，新机提价1000元是小米对成本压力的被动消化，也为后续标准版的定价留出空间。而对于今年的手机市场，Omdia首席分析师李泽刚对《华夏时报》记者表示，下半年手机厂商的产量跟上半年相比会更有压力，日子会更难一点。　　手机之外的增长空间　　主业承压，手机厂商纷纷将目光放在手机之外。9月7日，小米汽车的澎程系列已经对外亮相。9月23日，小米平板9系列、小米手环11、小米手表S5及多款家电新品也对外亮相。　　今年Q2财报显示，当期小米IoT与生活消费产品业务收入为313亿元，为小米总收入的近三成，20.1%的毛利率比手机业务高出11.6个百分点。　　独立电信分析师付亮在跟《华夏时报》记者交流时认为，目前包括苹果在内的手机厂商们，大的战略方向都相对一致，那就是手机不可能给自己带来足够多的回报，一定要向外延伸，“在AI的加持下，都是先从手机转向带屏幕的平板、电视、电脑等产品，再放射性地向搭载AI技术的汽车、眼镜、手表等智能终端延伸，只不过选择的突破口不同。”　　作为目前佩戴时间最长的可穿戴设备，手表、手环成为手机厂商集体选择的突破口。而在健康这个刚需下，它们已成为承接各自健康战略的最重要入口。据IDC数据，2026年第二季度全球腕戴设备市场出货量为4801万台，同比下滑4.3%，其中小米以17.7%的份额位居全球第二。　　作为AI进入物理世界的重要入口，家电也是小米持续发力的重点领域。记者了解到，9月23日，小米旗下有电视、净烟机、智能门锁、洗衣机、咖啡机等多款科技家电新品对外亮相。　　不过需要提及的是，国内家电市场目前进入存量竞争。据奥维云网数据，2026年国内家电市场整体承压，上半年零售额4250亿元，同比下滑9.9%。　　出海已经成为家电企业近两年的重要课题。多位家电企业人士在跟《华夏时报》记者交流时都表示，国内市场表现低迷，目前的业绩增长主要靠海外市场。小米在Q2财报中也称，得益于境外渠道拓展及品类增加，其境外IoT与生活消费产品业务收入同比高速增长，其中境外平板产品当期出货量和收入均创历史新高。　　卢伟冰在Q2财报会上也表示，今年Q2小米IoT业务同比总体增长超过20%，今年上半年海外的IoT收入也创下小米历史新高，但他也提及，大家电在海外的占比还非常低。　　当天在提到出海话题时，卢伟冰还表示，小米的出海有两大品类，一个是大家电出海，目前还是局部试点、局部闭环，今年整体到了大家电全面出海的阶段，非常重要，另外就是汽车出海。他当时透露，小米近期已进行多个国家的汽车市场调研，他后续还将去欧洲市场进行调研。　　手机守局、IoT补位、汽车放量，小米的“新三角”正在重新分配权重。（文章来源：华夏时报网）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"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,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.50.1","shortVersion":"4.50.1","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/2670445962","isCrawlerRequest":true}