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左右摇摆的韭菜

左右摇摆的韭菜

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左右摇摆的韭菜

2025-11-18

股价是股民应该考虑的事情

左右摇摆的韭菜

2025-10-31

？这不是汽车之家测的？智障标题，还以为小米测的。

小米YU7冬测续航里程第一：陈震质疑误导消费者汽车之家测试不严谨

左右摇摆的韭菜

2025-10-17

问界呢？尊界呢？

9月汽车销量：小米汽车新势力前三了，理想汽车风光不在了，蔚来在TOP10线外候场了

左右摇摆的韭菜

2025-06-19

作者说手机行业毛利不足3%……

小米250亿市场预算背后的权力迁徙

左右摇摆的韭菜

2025-06-18

这预测……意思是人家二期工厂花半年时间，一辆车也不造？

抱歉，原内容已删除

左右摇摆的韭菜

2025-06-05

你开啥车时速100撞水泥墩子都得原地升天。

从小米SU7高速碰撞事故看电池安全：实验室的“满分答卷”为何败给现实？

左右摇摆的韭菜

2025-05-16

穷鬼

百万粉网红公布小米SU7 Ultra维权进展：与汽车副总裁约谈几小时

左右摇摆的韭菜

2025-04-23

有啥排的，这俩车满大街都是…

2025上海车展今日开幕，小米展台排起长队

左右摇摆的韭菜

2025-04-09

$Palantir Technologies Inc.(PLTR)$ 6个月前，40块。 8个月前，20块。那时候大行情和预期都比现在好多了。

左右摇摆的韭菜

2025-04-05

不好意思，关税太高，没钱换车了

特斯拉在美推出新版Model Y，价格降低1万美元

左右摇摆的韭菜

2025-04-04

$Palantir Technologies Inc.(PLTR)$ 怎么了跌这么惨，不是给外国加税吗

左右摇摆的韭菜

2025-04-03

林志颖表示不服

特斯拉陶琳：造车首要原则是安全

左右摇摆的韭菜

2025-03-29

$Palantir Technologies Inc.(PLTR)$ 竟然市值高过$小米集团-W(01810)$ 和$美团-W(03690)$ 好多，可是$Palantir Technologies Inc.(PLTR)$ 连全球5000强都进不去

左右摇摆的韭菜

2025-03-26

特斯拉值三个现在的苹果吗？

“木头姐”坚定看多特斯拉，大胆喊出“五年翻十倍”！

左右摇摆的韭菜

2025-03-25

量化收割技术流

左右摇摆的韭菜

2025-03-24

能把标题写准确吗

抱歉，原内容已删除

左右摇摆的韭菜

2025-03-24

如果按月核算，从2024年11月开始已经不亏了。2025Q1开始稳定盈利，下半年爆净利润。

小米的爆发逻辑

左右摇摆的韭菜

2025-03-24

如果不卖这辆车，可是要亏至少30万。

每卖一辆车亏4.5万！雷军仍“狂飙”：交付目标增至35万台

左右摇摆的韭菜

2025-03-20

是想说美元吧

大摩：予小米集团-W“增持”评级目标价45港元

左右摇摆的韭菜

2025-03-18

等等10年也不一定

去老虎APP查看更多动态

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08:05","market":"hk","language":"zh","title":"小米YU7冬测续航里程第一：陈震质疑误导消费者 汽车之家测试不严谨","url":"https://stock-news.laohu8.com/highlight/detail?id=2579540511","media":"快科技","summary":"快科技10月30日消息，近日，小米创办人雷军转发了汽车之家的准冬测数据，不过这引来了车评人陈震的质疑。数据显示，小米YU7续航里程和达成率均是第一，续航干到了687公里，续航达成率是83.6%，超越了竞品特斯拉Model Y，不过后者的能耗更低。陈震发文称：“这并不是小米的冬测，而是汽车之家搞得所谓‘冬测’，我个人觉得在10℃气温条件下，这就是个普通的三车续航对比测试，而如果加上‘冬测’或‘准冬测’，就比较容易误导消费者了……”","content":"<html><body><article><p>快科技10月30日消息，近日，<a href=\"https://laohu8.com/S/XIACY\">小米</a>创办人雷军转发了<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>的准冬测数据，不过这引来了车评人陈震的质疑。</p><p>数据显示，<a href=\"https://laohu8.com/S/01810\">小米</a>YU7续航里程和达成率均是第一，续航干到了687公里，续航达成率是83.6%，超越了竞品<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model Y，不过后者的能耗更低。</p><p><strong>陈震发文称：“这并不是<a href=\"https://laohu8.com/S/81810\">小米</a>的冬测，而是<a href=\"https://laohu8.com/S/02518\">汽车之家</a>搞得所谓‘冬测’，我个人觉得在10℃气温条件下，这就是个普通的三车续航对比测试，而如果加上‘冬测’或‘准冬测’，就比较容易误导消费者了……”</strong></p><p>更有趣的是，陈震之前还晒出小米准冬测的截图并表示：“这三台车用的都是磷酸铁锂电池，理论上0℃- -10℃续航才可能会有衰减，所以……10℃的气温叫冬季测试不太合适吧，下月7号才立冬……”</p><p>对此，大家怎么看呢？</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251030080915058d16385npivknj12\"/></article></body></html>","source":"tencent","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\" 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>小米YU7冬测续航里程第一：陈震质疑误导消费者 汽车之家测试不严谨</title>\n<style 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}\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小米YU7冬测续航里程第一：陈震质疑误导消费者 汽车之家测试不严谨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-30 08:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025103008091994e474ef&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技10月30日消息，近日，小米创办人雷军转发了汽车之家的准冬测数据，不过这引来了车评人陈震的质疑。数据显示，小米YU7续航里程和达成率均是第一，续航干到了687公里，续航达成率是83.6%，超越了竞品特斯拉Model Y，不过后者的能耗更低。陈震发文称：“这并不是小米的冬测，而是汽车之家搞得所谓‘冬测’，我个人觉得在10℃气温条件下，这就是个普通的三车续航对比测试，而如果加上‘冬测’或‘准冬测...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025103008091994e474ef&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","XIACY":"小米集团ADR","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","BK1523":"武汉本地概念股","SG9999001093.SGD":"United Greater China Fund A Acc SGD","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","02518":"汽车之家-S","LU0084288322.USD":"Natixis Asia Equity RD USD","HXXD.SI":"Xiaomi 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SGD","BK1607":"新IT概念","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025103008091994e474ef&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2579540511","content_text":"快科技10月30日消息，近日，小米创办人雷军转发了汽车之家的准冬测数据，不过这引来了车评人陈震的质疑。数据显示，小米YU7续航里程和达成率均是第一，续航干到了687公里，续航达成率是83.6%，超越了竞品特斯拉Model Y，不过后者的能耗更低。陈震发文称：“这并不是小米的冬测，而是汽车之家搞得所谓‘冬测’，我个人觉得在10℃气温条件下，这就是个普通的三车续航对比测试，而如果加上‘冬测’或‘准冬测’，就比较容易误导消费者了……”更有趣的是，陈震之前还晒出小米准冬测的截图并表示：“这三台车用的都是磷酸铁锂电池，理论上0℃- -10℃续航才可能会有衰减，所以……10℃的气温叫冬季测试不太合适吧，下月7号才立冬……”对此，大家怎么看呢？","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1.5,"HXXD.SI":0.6,"02518":1.5,"MIUmain":0.6,"XIACY":0.6}},"isVote":1,"tweetType":1,"viewCount":965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490046662623824,"gmtCreate":1760667341657,"gmtModify":1760667343903,"author":{"id":"202718568488584","authorId":"202718568488584","name":"左右摇摆的韭菜","avatar":"https://static.laohu8.com/6e5245f02440f03379eeb28d71c9eca0","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"202718568488584","authorIdStr":"202718568488584"},"themes":[],"htmlText":"问界呢？尊界呢？","listText":"问界呢？尊界呢？","text":"问界呢？尊界呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490046662623824","repostId":"2575728505","repostType":2,"repost":{"id":"2575728505","kind":"news","pubTimestamp":1760622671,"share":"https://www.laohu8.com/m/news/2575728505?lang=zh_CN&edition=full","pubTime":"2025-10-16 21:51","market":"hk","language":"zh","title":"9月汽车销量：小米汽车新势力前三了，理想汽车风光不在了，蔚来在TOP10线外候场了","url":"https://stock-news.laohu8.com/highlight/detail?id=2575728505","media":"易方寒","summary":"10月过半，9月份汽车品牌销量基本上披露完成。从9月新能源品牌销量来看，前三依然被比亚迪、吉利银河和五菱汽车占据。特斯拉以强势的品牌号召力位居第4，零跑汽车、鸿蒙智行、小米汽车逐步向新能源品牌前三发起冲击。小鹏和理想汽车近期销量较为暗淡，逐渐在新势力的角逐中失去光环。从新势力品牌销量排名看，零跑汽车、鸿蒙智行和小米汽车名列去前三，小鹏、理想汽车排名第4、第5。","content":"<html><body><article><p>10月过半，9月份汽车品牌销量基本上披露完成。</p><p>从<a href=\"https://laohu8.com/S/BITA\">易车</a>榜总体数据来看，2025年9月汽车销量224.1万辆，环比增长11%，同比增长6.3%。9月乘用车厂商零售、出口、批发和生产均创当月历史新高，新能源出口创出历年各月的历史新高。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251016225119907v206fzbucih88a8\"/><p>从9月品牌销量来看，中国品牌销量150万，同比增长13%，环比增长12.9%；海外品牌销量74.1万，同比下降3.6%，环比增长9.8%。<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>以31万辆排名第一，但是同比下降15.5%，呈现短期下降趋势。排名第二的大众和丰田，销量分别为16万辆和14万辆。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>排在第7位，新势力<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>排第9。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251016225129337v206om6k1giggtl\"/><p>9月新能源车在国内总体乘用车的零售渗透率57.8%，较去年同期提升5个百分点。在9月国内零售，自主品牌中的新能源车渗透率78.1%；豪华车中的新能源车渗透率34.5%；而主流合资品牌中的新能源车渗透率仅有7.4%。从月度新能源车国内零售份额看，9月自主品牌新能源车零售份额70.1%，同比下降2.3个百分点；主流合资品牌新能源车份额3.2%，同比下降0.2个百分点；新势力份额20.2%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、零跑汽车、<a href=\"https://laohu8.com/S/XIACY\">小米</a>汽车等品牌拉动新势力份额同比增长3.3个百分点；特斯拉份额5.5%，同比下降0.9个点。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251016225135793v2062auxxp69oso\"/><p>中国新能源销量117.2万，将近海外新能源的10倍。中国新能源同比增长更为迅速。特斯拉销量超7万辆，同比略有下滑。零跑汽车、鸿蒙智行、<a href=\"https://laohu8.com/S/01810\">小米</a>汽车、小鹏、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>都进入了品牌新能源销量TOP10，相比去年，小米进步了，理想汽车下滑了！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251016225143015v206iggea31aifa\"/><p></p><p>从各级别车型销量来看，宏观MINIEV占据轿车销量首位，Model Y名列SUV销量冠军，赛那排在MPV销量首位，宏光MINIEV是新能源销量冠军，并且增长势头迅猛。值得关注的事，星愿近期销量增长迅猛，同比达47倍增长。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251016225144647v206tjfq2821z0o\"/><p>从9月新能源品牌销量来看，前三依然被<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、吉利<a href=\"https://laohu8.com/S/000806\">银河</a>和<a href=\"https://laohu8.com/S/00305\">五菱汽车</a>占据。特斯拉以强势的品牌号召力位居第4，零跑汽车、鸿蒙智行、小米汽车逐步向新能源品牌前三发起冲击。小鹏和<a href=\"https://laohu8.com/S/02015\">理想汽车</a>近期销量较为暗淡，逐渐在新势力的角逐中失去光环。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251016225146413v2063pqinu3o2fr\"/><p>从新势力品牌销量排名看，零跑汽车、鸿蒙智行和小米汽车名列去前三，小鹏、理想汽车排名第4、第5。深蓝汽车、方程豹、极狐、极氪、乐道位列6-10位。蔚来的排名为第12，与当初“蔚小理”的风光相比，如今差强人意。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251016225155961v206apow1jfgpw8\"/></article></body></html>","source":"tencent","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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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\">\n9月汽车销量：小米汽车新势力前三了，理想汽车风光不在了，蔚来在TOP10线外候场了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-16 21:51 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251016225216a6bd3aa4&s=b><strong>易方寒</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月过半，9月份汽车品牌销量基本上披露完成。从易车榜总体数据来看，2025年9月汽车销量224.1万辆，环比增长11%，同比增长6.3%。9月乘用车厂商零售、出口、批发和生产均创当月历史新高，新能源出口创出历年各月的历史新高。从9月品牌销量来看，中国品牌销量150万，同比增长13%，环比增长12.9%；海外品牌销量74.1万，同比下降3.6%，环比增长9.8%。比亚迪以31万辆排名第一，但是同比...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251016225216a6bd3aa4&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","02015":"理想汽车-W","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC 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ACC","BK1119":"汽车制造商"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251016225216a6bd3aa4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2575728505","content_text":"10月过半，9月份汽车品牌销量基本上披露完成。从易车榜总体数据来看，2025年9月汽车销量224.1万辆，环比增长11%，同比增长6.3%。9月乘用车厂商零售、出口、批发和生产均创当月历史新高，新能源出口创出历年各月的历史新高。从9月品牌销量来看，中国品牌销量150万，同比增长13%，环比增长12.9%；海外品牌销量74.1万，同比下降3.6%，环比增长9.8%。比亚迪以31万辆排名第一，但是同比下降15.5%，呈现短期下降趋势。排名第二的大众和丰田，销量分别为16万辆和14万辆。特斯拉排在第7位，新势力零跑汽车排第9。9月新能源车在国内总体乘用车的零售渗透率57.8%，较去年同期提升5个百分点。在9月国内零售，自主品牌中的新能源车渗透率78.1%；豪华车中的新能源车渗透率34.5%；而主流合资品牌中的新能源车渗透率仅有7.4%。从月度新能源车国内零售份额看，9月自主品牌新能源车零售份额70.1%，同比下降2.3个百分点；主流合资品牌新能源车份额3.2%，同比下降0.2个百分点；新势力份额20.2%，小鹏汽车、零跑汽车、小米汽车等品牌拉动新势力份额同比增长3.3个百分点；特斯拉份额5.5%，同比下降0.9个点。中国新能源销量117.2万，将近海外新能源的10倍。中国新能源同比增长更为迅速。特斯拉销量超7万辆，同比略有下滑。零跑汽车、鸿蒙智行、小米汽车、小鹏、理想汽车都进入了品牌新能源销量TOP10，相比去年，小米进步了，理想汽车下滑了！从各级别车型销量来看，宏观MINIEV占据轿车销量首位，Model Y名列SUV销量冠军，赛那排在MPV销量首位，宏光MINIEV是新能源销量冠军，并且增长势头迅猛。值得关注的事，星愿近期销量增长迅猛，同比达47倍增长。从9月新能源品牌销量来看，前三依然被比亚迪、吉利银河和五菱汽车占据。特斯拉以强势的品牌号召力位居第4，零跑汽车、鸿蒙智行、小米汽车逐步向新能源品牌前三发起冲击。小鹏和理想汽车近期销量较为暗淡，逐渐在新势力的角逐中失去光环。从新势力品牌销量排名看，零跑汽车、鸿蒙智行和小米汽车名列去前三，小鹏、理想汽车排名第4、第5。深蓝汽车、方程豹、极狐、极氪、乐道位列6-10位。蔚来的排名为第12，与当初“蔚小理”的风光相比，如今差强人意。","news_type":1,"symbols_score_info":{"81810":0.6,"02015":1.5,"01810":0.9,"09866":1.5,"MIUmain":0.6,"NIO":0.9,"HXXD.SI":0.6,"TSLA":0.9,"09868":0.9}},"isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447479119380984,"gmtCreate":1750285582629,"gmtModify":1750285584226,"author":{"id":"202718568488584","authorId":"202718568488584","name":"左右摇摆的韭菜","avatar":"https://static.laohu8.com/6e5245f02440f03379eeb28d71c9eca0","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"202718568488584","authorIdStr":"202718568488584"},"themes":[],"htmlText":"作者说手机行业毛利不足3%……","listText":"作者说手机行业毛利不足3%……","text":"作者说手机行业毛利不足3%……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447479119380984","repostId":"2544906788","repostType":2,"repost":{"id":"2544906788","kind":"news","pubTimestamp":1750259412,"share":"https://www.laohu8.com/m/news/2544906788?lang=zh_CN&edition=full","pubTime":"2025-06-18 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href=\"https://laohu8.com/S/600381\">春天</a>小米的一系列舆论风波虽起于汽车业务，深层原因实则是内外利益的重新洗盘；</p><p>其二，2025下半年年手机业务毛利率将继续承压，家电的蜜月期也将进入尾声，此两大业务将以“守”为主，内部预算仍然将倾斜于汽车业务；</p><p>其三，小米不如重新找回与粉丝打交道的初心。</p><p><strong>市场费用流向造车：小米内外权力再分配</strong></p><p>小米发迹于手机业务，彼时管理层主要面临：</p><p>1）智能手机虽然已是如火如荼，但仍然是“中华酷联”靠合约机打天下的时代；</p><p>2）小米以高性价比闻名（也就是低价策略），毛利率非常之薄（手机毛利率多在3%上下）。</p><p>此时小米若要与行业寡头硬碰硬，首先需要的就是巨额的预算（渠道铺设，品牌广告等等），这对于毛利率非常之薄的手机业务是非常勉强的，当时的小米损益表也经不起这么折腾，于是小米另辟蹊径走了粉丝经济的社群营销。</p><p>关于米粉运营的文章已是汗牛充栋，我们不再赘述，在此只提供一个视角：</p><p>正是在捉襟见肘的预算背景下，小米选择了ROI非常之高的粉丝经济做法，与媒体做朋友，与用户交心，让小米在低毛利率的业务中获得了持续经营的能力。</p><p>此逻辑几乎成为当时一大显学，许多企业其后都做起来粉丝经济文章（甚至茅台都搞了茅粉节），但成功者甚是寥寥，原因也非常简单，小米与粉丝打成一片是在预算约束背景下实现的，姿态足够低，对粉丝足够真诚，相比之下许多企业手握重金，只是将粉丝节视为“花预算”的一种形式而已，高下自然立判。</p><p>如今小米已非当初那个屠龙少年，2024年市场预算超过250亿元（与研发费用几乎在同一水平），理论上财大气粗之后企业应该有更好的舆论和媒体环境，但为何现实与理论相悖呢？</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250618231246809v163cgoiutksfwq\"/><p>2025年Q1小米手机ASP创了历史新高，但对比之下毛利率水平不升反降，也就是说此时ASP的上扬颇有几分被动性（存储为代表的原料上涨推动涨价），在一个赛道成熟，大盘增长变缓，竞争异常的行业中，与先前ASP带动毛利率（市场预算为品牌升级插上翅膀）的<a href=\"https://laohu8.com/S/600778\">友好</a>环境已迥然不同。</p><p>一方面小米的品牌已立在那里，另一方面外部环境又严峻得多，这些都让市场费用的边际效应越来越低，因此小米手机选择了以价格为主要获客手段（尽管ASP上涨，但小米对用户的价格议价能力却是在收缩）。</p><p>那么小米市场费用的主要增长点又在哪里呢？自然是汽车业务。</p><p>2025年Q1小米汽车及AI<a href=\"https://laohu8.com/S/C76.SI\">创新</a>业务<span>毛利</span>达到43亿元（毛利率为23.2%），该业务经营亏损达到5亿元，粗略测算小米汽车期间费用在50亿元左右（市场费用，管理费用和研发费用），市场费用的季度盘子应该在30亿元上下，占全季度72亿元的4成左右。</p><p>手机*AIoT总营收体量是汽车业务的5倍之多，但业务的市场费用却相差不大，这意味着内部不同业务部门间权力再分配（尤其稀释老牌的手机业务），对外则让以往小米的老米粉，老渠道朋友很是不爽（拿到资源变少），内外利益的重新洗牌让小米集团面临新的舆论环境，也就造成了开篇所提到的问题。</p><p>预算在很多时候是好事，所谓钱多好办事，但也经常是把双刃剑，在有充足的预算和完善的管理秩序后，企业也会将效率提升到新的高度（动辄ROI挂嘴边），将预算投向带货能力强的KOL，或者直接将雷军做成网红，反而忘了真心与粉丝交朋友（交朋友的KOL多么不可计量），所谓走得太远忘了初心。</p><p><strong>预算仍将流向造车</strong></p><p>那么经历如此多之后，小米可否重新找回初心呢？我们还是看业务。</p><p>2024下半年之后，小米手机业务毛利率逐渐摆脱此前剧烈下行的势头，有了企稳的迹象，主要原因为全球存储价格的下行。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250618231253044v163qlgeia4buis\"/><p><a href=\"https://laohu8.com/S/03329\">交银国际</a>测算，后续小米智能手机毛利率将主要受存储 (NAND/DDR4)价格影响，而历史来看，NAND 和 DDR4 的价格变化对小米智能手机毛利率的影响，大概延迟 1-2 个季度，2025年Q1之后国际市场存储价格开始触底反弹，近期上涨势头大有加速之势，以此类推，2025年下半年小米手机毛利率将又迎来新的上行压力。</p><p>当行业大环境尚未改善（AI手机对总销量拉动迟迟未见效果），毛利率改善空间又相对有限时，小米手机依靠米粉基本盘是可以获得稳定市场份额，在此大比例花费市场费用意义不大。</p><p>再看IoT与生活服务消费产品，从毛利贡献方面该部分规模已经超过手机业务（毛利率高达25.2%），成为小米最大毛利贡献方。</p><p>除众所周知的“国补”因素外，主要基于：</p><p>1）在分体式空调领域通过巨省电pro性能升级、上出风口空调等差异化产品提高ASP，根据奥维云网，小米空调2025年Q1线上零售均价为2863元，同比大幅提升25%；而美的、格力、海尔线上空调均价有所下降；</p><p>2）改造大家电事业部，家电在人车家全生态战略地位提升。</p><p>2025年下半年之后，此部分业务也将会迎来新的挑战，一方面“国补”的力度在衰减（近期舆论密集讨论多个地区结束国补政策），另一方面卢伟冰官微定下小米空调2030年冲击行业第一、第二的目标，2025年直面价格竞争的可能性大，家电业务可能要重回价格换规模的阶段。</p><p>对于企业来说，市场费用要么直接拉动销量（折扣促销），要么用在品牌升级（品牌广告，代言人等等），对于2025年的手机和家电业务来说，上述两者的拉动力都在减弱，<a href=\"https://laohu8.com/S/600532\">未来</a>汽车业务将继续获得高额预算。</p><p>随着小米SU7的成功，小米管理层将2025年汽车出货量上移至35万台，平均每月3万台，根据最新消息2025年5月，小米SU7的最新月销量为2.8万辆‌，2025年累计销量达13万辆，略低于目标平均值，下半年必然想要在YU7销售中大力出奇迹。</p><p>市场预算流向一个个汽车KOL，社交媒体（热搜霸榜），传统媒体，会复制SU7时候的话题性，且雷军个人账号也将成为带货主力。</p><p>或许有人会认为堆预算着实“傻大黑粗”，但对于当前的小米汽车已经成为其业务的主要亮点，预算的边际效应仍然较为突出（群众基础良好），对汽车汽车委以重任的前提便是给予足够的“弹药”。</p><p>在预算方面，手机以及家电确实难以分到太大盘子，这对于习惯了花钱的内外部人士来说确实相当痛苦和不适，但今年春天一系列的风波也给小米提了醒，利益分配的不均在关键时刻可能会带来反作用，管理层在这方面要尤其小心：在有限的预算环境下，小米不如重新找回第一届米粉节的初心，与用户与粉丝重新真诚以待。</p><p>在一个高速迭代的企业中，业务的拓展与人事权，财权等企业管理高度相关，我们也希望小米可以从近期的风波中有所借鉴，找到新的管理平衡点。</p></article></body></html>","source":"tencent","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\" 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>小米250亿市场预算背后的权力迁徙</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小米250亿市场预算背后的权力迁徙\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-18 23:10 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250618231254a710bc2a&s=b><strong>思辨财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年4月之后，围绕小米营销和公关方面产生了一些话题，主要聚焦于：小米傲慢了，雷军膨胀了，小米不是媒体的好朋友了等等，一时雄霸各种热搜。上述观感都颇有几分道理，造车过于顺利也确实给小米带来了不一样的气质，而我们所要考虑的是，小米是怎样一步步“忘记”初心的？本文核心观点：其一，今年春天小米的一系列舆论风波虽起于汽车业务，深层原因实则是内外利益的重新洗盘；其二，2025下半年年手机业务毛利率将继续承压，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250618231254a710bc2a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0052750758.USD":"富兰克林中国基金A Acc","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","BK1615":"港股-互联网","XIACY":"小米集团ADR","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","BK1607":"新IT概念","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY 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2to1"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250618231254a710bc2a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2544906788","content_text":"今年4月之后，围绕小米营销和公关方面产生了一些话题，主要聚焦于：小米傲慢了，雷军膨胀了，小米不是媒体的好朋友了等等，一时雄霸各种热搜。上述观感都颇有几分道理，造车过于顺利也确实给小米带来了不一样的气质，而我们所要考虑的是，小米是怎样一步步“忘记”初心的？本文核心观点：其一，今年春天小米的一系列舆论风波虽起于汽车业务，深层原因实则是内外利益的重新洗盘；其二，2025下半年年手机业务毛利率将继续承压，家电的蜜月期也将进入尾声，此两大业务将以“守”为主，内部预算仍然将倾斜于汽车业务；其三，小米不如重新找回与粉丝打交道的初心。市场费用流向造车：小米内外权力再分配小米发迹于手机业务，彼时管理层主要面临：1）智能手机虽然已是如火如荼，但仍然是“中华酷联”靠合约机打天下的时代；2）小米以高性价比闻名（也就是低价策略），毛利率非常之薄（手机毛利率多在3%上下）。此时小米若要与行业寡头硬碰硬，首先需要的就是巨额的预算（渠道铺设，品牌广告等等），这对于毛利率非常之薄的手机业务是非常勉强的，当时的小米损益表也经不起这么折腾，于是小米另辟蹊径走了粉丝经济的社群营销。关于米粉运营的文章已是汗牛充栋，我们不再赘述，在此只提供一个视角：正是在捉襟见肘的预算背景下，小米选择了ROI非常之高的粉丝经济做法，与媒体做朋友，与用户交心，让小米在低毛利率的业务中获得了持续经营的能力。此逻辑几乎成为当时一大显学，许多企业其后都做起来粉丝经济文章（甚至茅台都搞了茅粉节），但成功者甚是寥寥，原因也非常简单，小米与粉丝打成一片是在预算约束背景下实现的，姿态足够低，对粉丝足够真诚，相比之下许多企业手握重金，只是将粉丝节视为“花预算”的一种形式而已，高下自然立判。如今小米已非当初那个屠龙少年，2024年市场预算超过250亿元（与研发费用几乎在同一水平），理论上财大气粗之后企业应该有更好的舆论和媒体环境，但为何现实与理论相悖呢？2025年Q1小米手机ASP创了历史新高，但对比之下毛利率水平不升反降，也就是说此时ASP的上扬颇有几分被动性（存储为代表的原料上涨推动涨价），在一个赛道成熟，大盘增长变缓，竞争异常的行业中，与先前ASP带动毛利率（市场预算为品牌升级插上翅膀）的友好环境已迥然不同。一方面小米的品牌已立在那里，另一方面外部环境又严峻得多，这些都让市场费用的边际效应越来越低，因此小米手机选择了以价格为主要获客手段（尽管ASP上涨，但小米对用户的价格议价能力却是在收缩）。那么小米市场费用的主要增长点又在哪里呢？自然是汽车业务。2025年Q1小米汽车及AI创新业务毛利达到43亿元（毛利率为23.2%），该业务经营亏损达到5亿元，粗略测算小米汽车期间费用在50亿元左右（市场费用，管理费用和研发费用），市场费用的季度盘子应该在30亿元上下，占全季度72亿元的4成左右。手机*AIoT总营收体量是汽车业务的5倍之多，但业务的市场费用却相差不大，这意味着内部不同业务部门间权力再分配（尤其稀释老牌的手机业务），对外则让以往小米的老米粉，老渠道朋友很是不爽（拿到资源变少），内外利益的重新洗牌让小米集团面临新的舆论环境，也就造成了开篇所提到的问题。预算在很多时候是好事，所谓钱多好办事，但也经常是把双刃剑，在有充足的预算和完善的管理秩序后，企业也会将效率提升到新的高度（动辄ROI挂嘴边），将预算投向带货能力强的KOL，或者直接将雷军做成网红，反而忘了真心与粉丝交朋友（交朋友的KOL多么不可计量），所谓走得太远忘了初心。预算仍将流向造车那么经历如此多之后，小米可否重新找回初心呢？我们还是看业务。2024下半年之后，小米手机业务毛利率逐渐摆脱此前剧烈下行的势头，有了企稳的迹象，主要原因为全球存储价格的下行。交银国际测算，后续小米智能手机毛利率将主要受存储 (NAND/DDR4)价格影响，而历史来看，NAND 和 DDR4 的价格变化对小米智能手机毛利率的影响，大概延迟 1-2 个季度，2025年Q1之后国际市场存储价格开始触底反弹，近期上涨势头大有加速之势，以此类推，2025年下半年小米手机毛利率将又迎来新的上行压力。当行业大环境尚未改善（AI手机对总销量拉动迟迟未见效果），毛利率改善空间又相对有限时，小米手机依靠米粉基本盘是可以获得稳定市场份额，在此大比例花费市场费用意义不大。再看IoT与生活服务消费产品，从毛利贡献方面该部分规模已经超过手机业务（毛利率高达25.2%），成为小米最大毛利贡献方。除众所周知的“国补”因素外，主要基于：1）在分体式空调领域通过巨省电pro性能升级、上出风口空调等差异化产品提高ASP，根据奥维云网，小米空调2025年Q1线上零售均价为2863元，同比大幅提升25%；而美的、格力、海尔线上空调均价有所下降；2）改造大家电事业部，家电在人车家全生态战略地位提升。2025年下半年之后，此部分业务也将会迎来新的挑战，一方面“国补”的力度在衰减（近期舆论密集讨论多个地区结束国补政策），另一方面卢伟冰官微定下小米空调2030年冲击行业第一、第二的目标，2025年直面价格竞争的可能性大，家电业务可能要重回价格换规模的阶段。对于企业来说，市场费用要么直接拉动销量（折扣促销），要么用在品牌升级（品牌广告，代言人等等），对于2025年的手机和家电业务来说，上述两者的拉动力都在减弱，未来汽车业务将继续获得高额预算。随着小米SU7的成功，小米管理层将2025年汽车出货量上移至35万台，平均每月3万台，根据最新消息2025年5月，小米SU7的最新月销量为2.8万辆‌，2025年累计销量达13万辆，略低于目标平均值，下半年必然想要在YU7销售中大力出奇迹。市场预算流向一个个汽车KOL，社交媒体（热搜霸榜），传统媒体，会复制SU7时候的话题性，且雷军个人账号也将成为带货主力。或许有人会认为堆预算着实“傻大黑粗”，但对于当前的小米汽车已经成为其业务的主要亮点，预算的边际效应仍然较为突出（群众基础良好），对汽车汽车委以重任的前提便是给予足够的“弹药”。在预算方面，手机以及家电确实难以分到太大盘子，这对于习惯了花钱的内外部人士来说确实相当痛苦和不适，但今年春天一系列的风波也给小米提了醒，利益分配的不均在关键时刻可能会带来反作用，管理层在这方面要尤其小心：在有限的预算环境下，小米不如重新找回第一届米粉节的初心，与用户与粉丝重新真诚以待。在一个高速迭代的企业中，业务的拓展与人事权，财权等企业管理高度相关，我们也希望小米可以从近期的风波中有所借鉴，找到新的管理平衡点。","news_type":1,"symbols_score_info":{"81810":0.9,"XIACY":0.6,"HXXD.SI":0.6,"01810":1,"MIUmain":0.6}},"isVote":1,"tweetType":1,"viewCount":1647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447336060342640,"gmtCreate":1750234378709,"gmtModify":1750234380637,"author":{"id":"202718568488584","authorId":"202718568488584","name":"左右摇摆的韭菜","avatar":"https://static.laohu8.com/6e5245f02440f03379eeb28d71c9eca0","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"202718568488584","authorIdStr":"202718568488584"},"themes":[],"htmlText":"这预测……意思是人家二期工厂花半年时间，一辆车也不造？","listText":"这预测……意思是人家二期工厂花半年时间，一辆车也不造？","text":"这预测……意思是人家二期工厂花半年时间，一辆车也不造？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447336060342640","repostId":"2544948502","repostType":2,"isVote":1,"tweetType":1,"viewCount":1298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442650910638280,"gmtCreate":1749091406151,"gmtModify":1749091407202,"author":{"id":"202718568488584","authorId":"202718568488584","name":"左右摇摆的韭菜","avatar":"https://static.laohu8.com/6e5245f02440f03379eeb28d71c9eca0","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"202718568488584","authorIdStr":"202718568488584"},"themes":[],"htmlText":"你开啥车时速100撞水泥墩子都得原地升天。","listText":"你开啥车时速100撞水泥墩子都得原地升天。","text":"你开啥车时速100撞水泥墩子都得原地升天。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442650910638280","repostId":"2541013469","repostType":2,"repost":{"id":"2541013469","kind":"news","pubTimestamp":1749085140,"share":"https://www.laohu8.com/m/news/2541013469?lang=zh_CN&edition=full","pubTime":"2025-06-05 08:59","market":"hk","language":"zh","title":"从小米SU7高速碰撞事故看电池安全：实验室的“满分答卷”为何败给现实？","url":"https://stock-news.laohu8.com/highlight/detail?id=2541013469","media":"Ofweek光电信息网","summary":"事故中车门锁死的问题引发了对新能源汽车应急逃生机制的质疑。未来，车企应考虑在碰撞后自动解锁车门、断电断电等措施，确保车内人员能够快速逃生。然而，实验室测试的条件往往过于理想化，无法完全反映真实工况的复杂性。","content":"<html><body><article><p><strong>一、事故复盘</strong></p><p>2025年3月29日，一辆小米SU7标准版在德上高速以97km/h撞击隔离带水泥桩后爆燃，造成3名年轻女性遇难。事故中车门锁死的问题引发了对新能源汽车应急逃生机制的质疑。未来，车企应考虑在碰撞后自动解锁车门、断电断电等措施，确保车内人员能够快速逃生。同时，事故也暴露出新能源汽车安全设计的系统性风险：</p><p><strong>1. 碰撞场景的“死亡叠加”</strong></p><p><strong>高速刚性碰撞</strong>：远超国标测试速度（50km/h），导致电池包结构变形量超设计阈值；</p><p><strong>满电状态危险</strong>：73.6kWh磷酸铁锂电池在高压下更易引发电弧短路；</p><p><strong>电芯倒置技术缺失</strong>：小米SU7标准版未配备该技术，无法通过向下释放能量保护乘员舱。</p><p><strong>2. 逃生通道的“设计悖论”</strong></p><p><strong>机械拉手失效</strong>：应急拉手隐藏于储物格底部，碰撞导致内饰变形增加操作难度；</p><p><strong>热蔓延速度惊人</strong>：车辆9个安全气囊全部弹出，车身未严重变形，但电池防爆设计未能阻止热失控。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member99965525/202505/wx_article__ca551fdc19b4682b8be314b1f907ee77.jpg\"/><p><strong>二、电池包安全技术措施全解析</strong></p><p>动力电池包是一个集化学、电气和机械特性于一体的复杂系统，其产品安全可以分为<strong>电气安全、机械安全、化学安全和功能安全</strong>四个维度，工程师在设计时，不仅需要从材料、结构、热管理、BMS等多方面进行考虑，还需要平衡电池包成本在整车成本中的占比。</p><p><strong>1. 结构防护：电池包的“装甲车”设计</strong></p><p><strong>高强度框架</strong>： 目前动力电池包的主要承载结构件主要是电池包下箱体，多数采用航空级6系铝合金（抗拉强度≥300MPa）制造，可承受10吨以上挤压力；</p><p><strong>防撞缓冲设计</strong>： <a href=\"https://laohu8.com/S/NIO\">蔚来</a>ET7采用了梯形设计的铝合金前防撞梁，两侧独立焊接了两段长度近半米的日字型副防撞梁，能够更好地吸收和分散碰撞冲击力。底盘采用了2mm厚的钢板，并覆盖了复合涂层，以抵御碎石冲击。这种设计不仅增强了底盘的抗冲击能力，还有效保护了电池包免受外界异物的损伤</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member99965525/202505/wx_article__e63d6dc2c4dbaacd795e770d6bece3a9.jpg\"/><p>2. 热管理：给电池装上“智能空调” 液冷系统</p><p><a href=\"https://laohu8.com/S/002594\">比亚迪</a>刀片电池采用了蛇形流道设计，确保电芯之间的温差控制在3℃以内。通过均匀分布的冷却液流动，有效降低电芯的温度差异，从而减缓电芯的老化速率，延长电池包的使用寿命。例如，在比亚迪汉EV的电池系统中，这种设计使得电池在高负荷运行时（如快速充电或高速行驶）仍能保持稳定的工作温度。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member99965525/202506/04201638823829.png\"/><p><strong>3. 电芯级防护：微观世界的“防火墙”</strong></p><p><strong>陶瓷涂层隔膜</strong>：</p><p><a href=\"https://laohu8.com/S/002074\">国轩高科</a>在隔膜表面涂覆了3μm厚的氧化铝层，使隔膜的耐温能力提升至300℃。这种涂层类似于为隔膜穿上了一层“防火衣”，即使在高温环境下，隔膜也不会轻易融化或破损。</p><p><strong>泄压阀设计</strong>：</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>4680电池在每颗电芯顶部设计了定向泄压通道，高温气体被引导向下排出，类似于为电池安装了一个“排气管”，可有效防止高温气体在电池内部积聚，降低热失控的风险。</p><p><strong>4. 智能监控：</strong><strong>电池的“全天候体检系统”</strong></p><p>BMS（电池管理系统）可以实时监测电压（精度±1mV）、温度（精度±0.5℃）、绝缘电阻（＞500MΩ）、SOC（剩余电量估算误差＜3%）和SOH（健康度预测）。例如，在<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>的换电车型中，BMS系统每30秒上传一次全量数据到云端，类似于为电池配备了一个“私人医生”，随时监控电池的健康状况。</p><p><strong>5. 技术进化：下一代电池包安全体系的革命</strong></p><p><strong>1）固态电池技术能否彻底解决电池包安全问题？</strong></p><p>固态电解质不易燃、不挥发消除了液态电解质泄漏和燃烧的风险，并且有效抑制了锂枝晶的生长，减少了电池短路的风险，大大降低了电池发生热失控和燃烧的风险。</p><p>固态电池能量密度比磷酸铁锂电池高约2-3倍，磷酸铁锂电池的能量密度通常在140-200 Wh/kg之间。而实验室条件下，固态电池的能量密度已接近400 Wh/kg，理论最高值可达900 Wh/kg。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250605091439052d206lc5dku7nhhb\"/><p>目前，全球主要厂商正积极布局固态电池领域。日本丰田计划2026年量产全固态电池，韩国三星SDI和LGES计划2027-2030年实现量产，国内企业如<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、比亚迪、国轩高科等也已布局，并计划2027-2028年进入小批量生产或装车验证阶段。</p><p><strong>2）CTC技术能否取代传统电池包集成技术？</strong></p><p>相对于传统CTM（Cell To Module）技术和目前流行的CTP（Cell To Pack）技术，CTC（Cell To Chassis）技术直接将电芯集成到车身底盘，配合车身一体化压铸技术，可以实现车身减重约10%，既节省了底盘空间，也提高了电池包的能量密度。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250605091442712d2068iq70930e77\"/><p>不过，目前的CTC技术的缺点也很明显。首先，CTC技术对电池箱体和底盘的焊接工艺提出了非常苛刻的要求；其次，底盘结构的复杂度导致车辆成本提高30%-50%；最后，一体化的设计导致一旦车辆发生碰撞，电池包的更换率远高于传统油车和CTP车型，维修成本高昂。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250605091443399d206m1jf43z4i5g\"/><p>目前，特斯拉、比亚迪等头部车企已推出CTC方案，但更多厂商仍持观望态度。</p><p><strong>三、现实困境：为什么实验室中的理想电池包在现实道路上频频失效？</strong></p><p>实验室中，电池包的设计和测试通常在较为理想的条件下进行，但是在现实道路上，电池包面临着复杂的环境和工况。根据中国汽车工业协会，2024年我<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车产销量分别达1288.8万辆和1286.6万辆，同比分别增长34.4%和35.5%，如此大量的电车行驶在路上，我们不能不担心其安全问题。在大规模生产电池包的过程中，电芯的一致性、焊接质量、密封性能等难以完全保证，也就导致了事故频频发生。</p><p><strong>1. 复杂场景的“组合拳攻击”</strong></p><p><strong>多向碰撞叠加</strong>多向碰撞叠加（如水泥桩侧向穿刺+底盘剐蹭）容易突破电池包单方向防护设计极限。尽管电池包都通过了国标挤压测试，却可能因各种原因（例如焊点断裂）导致真实侧碰短路，暴露实验室测试与真实工况的断层。</p><p><strong>2. 微观缺陷的“蝴蝶效应”</strong></p><p>电芯生产中的金属异物（＞20μm）可能潜伏数年，碰撞时击穿隔膜；</p><p>结构胶老化（每年强度衰减5%），导致模组固定失效。</p><p><strong>3. 应急系统的“人性化缺失”</strong></p><p>电子门锁断电后，机械拉手操作复杂，耗时长（开储物格→掀盖板→拉绳索）；</p><p>声光报警系统音量仅80分贝，低于火场背景噪音（100分贝以上）。</p><p><strong>4. 电池安全测试的“标准答案陷阱”</strong></p><p><strong>测试场景局限性</strong>实验室穿刺、挤压测试采用固定角度与速度，而真实碰撞可能来自任意方向（如水泥桩侧向穿刺）；</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member99965525/202505/wx_article__3ef8027a715299012691a2a5b16357e9.jpg\"/><p><strong>电池包挤压测试</strong></p><p><strong>电量状态盲区</strong>满电时电池电压更高，短路风险倍增，但测试常忽略电量对热失控的影响（测试过程中电池包通常不处于高SOC状态）。</p><p><strong>四、行业反思：安全不应是技术狂飙的代价</strong></p><p><strong>1. 营销话术与真实风险的割裂</strong></p><p><strong>实验室内的电池包安全测试无法完全反应真实工况</strong></p><p>近年来，随着新能源汽车技术的快速发展，实验室内的电池包安全测试成为车企宣传的重要卖点。然而，实验室测试的条件往往过于理想化，无法完全反映真实工况的复杂性。例如，实验室的针刺测试虽然能验证电池包在特定条件下的稳定性，但在实际碰撞中，电池包可能面临侧方撞击、水泥墩、树桩等复杂情况，这些都无法通过实验室测试完全模拟。</p><p><strong>智能驾驶过度宣传</strong>：</p><p>2024年被认为是智能驾驶元年，而随着比亚迪高阶智驾系统”天神之眼“的发布，并在比亚迪全系车辆的标配，2025年更被认为是智驾的普及之年。然而，NOA功能的覆盖范围并未完全覆盖全国高速路段，但营销宣传却营造出“全场景无忧”的错觉。</p><p>必须引起广大的驾驶者注意的是，目前的智能驾驶技术并不能完全代替人类驾驶员。开车在高速上感到疲劳的时候，请及时到休息区进行休整，而千万不要放开方向盘，将自己的生命轻易交给智驾系统。</p><p><strong>2. 制造工艺的隐秘风险</strong><strong>微观缺陷致命性</strong></p><p>电池生产过程中的微观缺陷往往被忽视，但其潜在风险却不可小觑。例如，电芯生产中残留的金属碎屑可能潜伏数年，在碰撞时刺穿隔膜，引发短路。此外，部分厂商为了降低成本，使用劣质电解液或隔膜材料，这种材料在高温下极易分解燃烧，进一步增加了安全隐患。</p><p><strong>结语：以敬畏之心重塑安全信仰</strong></p><p>当车企沉迷于续航竞赛与智能炫技时，作为消费者和驾驶者，我们必须认真思考这背后的安全问题。<strong>真正的安全，需要跨越三个鸿沟</strong>：</p><p><strong>从“参数达标”到“场景覆盖”的认知升级</strong>；</p><p><strong>从“工程师逻辑”到“用户本能”的设计转型</strong>；</p><p><strong>从“封闭自证”到“开放验证”的体系重构</strong>。</p><p>作为一名电池包行业从业者，我认为电池包安全是一场永无止境的攻防战。对于电池包始终应心存敬畏，<strong>真正的安全，不是实验室里的冰冷数据，而是对生命的敬畏。</strong></p><p><strong>欢迎关注【</strong>新能源电池包探索者】，获取更多电池包技术专业资料。</p></article></body></html>","source":"tencent","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\" 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>从小米SU7高速碰撞事故看电池安全：实验室的“满分答卷”为何败给现实？</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{ 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#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从小米SU7高速碰撞事故看电池安全：实验室的“满分答卷”为何败给现实？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-05 08:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250605091505950f445c&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一、事故复盘2025年3月29日，一辆小米SU7标准版在德上高速以97km/h撞击隔离带水泥桩后爆燃，造成3名年轻女性遇难。事故中车门锁死的问题引发了对新能源汽车应急逃生机制的质疑。未来，车企应考虑在碰撞后自动解锁车门、断电断电等措施，确保车内人员能够快速逃生。同时，事故也暴露出新能源汽车安全设计的系统性风险：1. 碰撞场景的“死亡叠加”高速刚性碰撞：远超国标测试速度（50km/h），导致电池包...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250605091505950f445c&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) 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ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","BK1589":"北水核心资产","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU0823426308.USD":"法巴中国股票基金"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250605091505950f445c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2541013469","content_text":"一、事故复盘2025年3月29日，一辆小米SU7标准版在德上高速以97km/h撞击隔离带水泥桩后爆燃，造成3名年轻女性遇难。事故中车门锁死的问题引发了对新能源汽车应急逃生机制的质疑。未来，车企应考虑在碰撞后自动解锁车门、断电断电等措施，确保车内人员能够快速逃生。同时，事故也暴露出新能源汽车安全设计的系统性风险：1. 碰撞场景的“死亡叠加”高速刚性碰撞：远超国标测试速度（50km/h），导致电池包结构变形量超设计阈值；满电状态危险：73.6kWh磷酸铁锂电池在高压下更易引发电弧短路；电芯倒置技术缺失：小米SU7标准版未配备该技术，无法通过向下释放能量保护乘员舱。2. 逃生通道的“设计悖论”机械拉手失效：应急拉手隐藏于储物格底部，碰撞导致内饰变形增加操作难度；热蔓延速度惊人：车辆9个安全气囊全部弹出，车身未严重变形，但电池防爆设计未能阻止热失控。二、电池包安全技术措施全解析动力电池包是一个集化学、电气和机械特性于一体的复杂系统，其产品安全可以分为电气安全、机械安全、化学安全和功能安全四个维度，工程师在设计时，不仅需要从材料、结构、热管理、BMS等多方面进行考虑，还需要平衡电池包成本在整车成本中的占比。1. 结构防护：电池包的“装甲车”设计高强度框架： 目前动力电池包的主要承载结构件主要是电池包下箱体，多数采用航空级6系铝合金（抗拉强度≥300MPa）制造，可承受10吨以上挤压力；防撞缓冲设计： 蔚来ET7采用了梯形设计的铝合金前防撞梁，两侧独立焊接了两段长度近半米的日字型副防撞梁，能够更好地吸收和分散碰撞冲击力。底盘采用了2mm厚的钢板，并覆盖了复合涂层，以抵御碎石冲击。这种设计不仅增强了底盘的抗冲击能力，还有效保护了电池包免受外界异物的损伤2. 热管理：给电池装上“智能空调” 液冷系统比亚迪刀片电池采用了蛇形流道设计，确保电芯之间的温差控制在3℃以内。通过均匀分布的冷却液流动，有效降低电芯的温度差异，从而减缓电芯的老化速率，延长电池包的使用寿命。例如，在比亚迪汉EV的电池系统中，这种设计使得电池在高负荷运行时（如快速充电或高速行驶）仍能保持稳定的工作温度。3. 电芯级防护：微观世界的“防火墙”陶瓷涂层隔膜：国轩高科在隔膜表面涂覆了3μm厚的氧化铝层，使隔膜的耐温能力提升至300℃。这种涂层类似于为隔膜穿上了一层“防火衣”，即使在高温环境下，隔膜也不会轻易融化或破损。泄压阀设计：特斯拉4680电池在每颗电芯顶部设计了定向泄压通道，高温气体被引导向下排出，类似于为电池安装了一个“排气管”，可有效防止高温气体在电池内部积聚，降低热失控的风险。4. 智能监控：电池的“全天候体检系统”BMS（电池管理系统）可以实时监测电压（精度±1mV）、温度（精度±0.5℃）、绝缘电阻（＞500MΩ）、SOC（剩余电量估算误差＜3%）和SOH（健康度预测）。例如，在蔚来的换电车型中，BMS系统每30秒上传一次全量数据到云端，类似于为电池配备了一个“私人医生”，随时监控电池的健康状况。5. 技术进化：下一代电池包安全体系的革命1）固态电池技术能否彻底解决电池包安全问题？固态电解质不易燃、不挥发消除了液态电解质泄漏和燃烧的风险，并且有效抑制了锂枝晶的生长，减少了电池短路的风险，大大降低了电池发生热失控和燃烧的风险。固态电池能量密度比磷酸铁锂电池高约2-3倍，磷酸铁锂电池的能量密度通常在140-200 Wh/kg之间。而实验室条件下，固态电池的能量密度已接近400 Wh/kg，理论最高值可达900 Wh/kg。目前，全球主要厂商正积极布局固态电池领域。日本丰田计划2026年量产全固态电池，韩国三星SDI和LGES计划2027-2030年实现量产，国内企业如宁德时代、比亚迪、国轩高科等也已布局，并计划2027-2028年进入小批量生产或装车验证阶段。2）CTC技术能否取代传统电池包集成技术？相对于传统CTM（Cell To Module）技术和目前流行的CTP（Cell To Pack）技术，CTC（Cell To Chassis）技术直接将电芯集成到车身底盘，配合车身一体化压铸技术，可以实现车身减重约10%，既节省了底盘空间，也提高了电池包的能量密度。不过，目前的CTC技术的缺点也很明显。首先，CTC技术对电池箱体和底盘的焊接工艺提出了非常苛刻的要求；其次，底盘结构的复杂度导致车辆成本提高30%-50%；最后，一体化的设计导致一旦车辆发生碰撞，电池包的更换率远高于传统油车和CTP车型，维修成本高昂。目前，特斯拉、比亚迪等头部车企已推出CTC方案，但更多厂商仍持观望态度。三、现实困境：为什么实验室中的理想电池包在现实道路上频频失效？实验室中，电池包的设计和测试通常在较为理想的条件下进行，但是在现实道路上，电池包面临着复杂的环境和工况。根据中国汽车工业协会，2024年我国新能源汽车产销量分别达1288.8万辆和1286.6万辆，同比分别增长34.4%和35.5%，如此大量的电车行驶在路上，我们不能不担心其安全问题。在大规模生产电池包的过程中，电芯的一致性、焊接质量、密封性能等难以完全保证，也就导致了事故频频发生。1. 复杂场景的“组合拳攻击”多向碰撞叠加多向碰撞叠加（如水泥桩侧向穿刺+底盘剐蹭）容易突破电池包单方向防护设计极限。尽管电池包都通过了国标挤压测试，却可能因各种原因（例如焊点断裂）导致真实侧碰短路，暴露实验室测试与真实工况的断层。2. 微观缺陷的“蝴蝶效应”电芯生产中的金属异物（＞20μm）可能潜伏数年，碰撞时击穿隔膜；结构胶老化（每年强度衰减5%），导致模组固定失效。3. 应急系统的“人性化缺失”电子门锁断电后，机械拉手操作复杂，耗时长（开储物格→掀盖板→拉绳索）；声光报警系统音量仅80分贝，低于火场背景噪音（100分贝以上）。4. 电池安全测试的“标准答案陷阱”测试场景局限性实验室穿刺、挤压测试采用固定角度与速度，而真实碰撞可能来自任意方向（如水泥桩侧向穿刺）；电池包挤压测试电量状态盲区满电时电池电压更高，短路风险倍增，但测试常忽略电量对热失控的影响（测试过程中电池包通常不处于高SOC状态）。四、行业反思：安全不应是技术狂飙的代价1. 营销话术与真实风险的割裂实验室内的电池包安全测试无法完全反应真实工况近年来，随着新能源汽车技术的快速发展，实验室内的电池包安全测试成为车企宣传的重要卖点。然而，实验室测试的条件往往过于理想化，无法完全反映真实工况的复杂性。例如，实验室的针刺测试虽然能验证电池包在特定条件下的稳定性，但在实际碰撞中，电池包可能面临侧方撞击、水泥墩、树桩等复杂情况，这些都无法通过实验室测试完全模拟。智能驾驶过度宣传：2024年被认为是智能驾驶元年，而随着比亚迪高阶智驾系统”天神之眼“的发布，并在比亚迪全系车辆的标配，2025年更被认为是智驾的普及之年。然而，NOA功能的覆盖范围并未完全覆盖全国高速路段，但营销宣传却营造出“全场景无忧”的错觉。必须引起广大的驾驶者注意的是，目前的智能驾驶技术并不能完全代替人类驾驶员。开车在高速上感到疲劳的时候，请及时到休息区进行休整，而千万不要放开方向盘，将自己的生命轻易交给智驾系统。2. 制造工艺的隐秘风险微观缺陷致命性电池生产过程中的微观缺陷往往被忽视，但其潜在风险却不可小觑。例如，电芯生产中残留的金属碎屑可能潜伏数年，在碰撞时刺穿隔膜，引发短路。此外，部分厂商为了降低成本，使用劣质电解液或隔膜材料，这种材料在高温下极易分解燃烧，进一步增加了安全隐患。结语：以敬畏之心重塑安全信仰当车企沉迷于续航竞赛与智能炫技时，作为消费者和驾驶者，我们必须认真思考这背后的安全问题。真正的安全，需要跨越三个鸿沟：从“参数达标”到“场景覆盖”的认知升级；从“工程师逻辑”到“用户本能”的设计转型；从“封闭自证”到“开放验证”的体系重构。作为一名电池包行业从业者，我认为电池包安全是一场永无止境的攻防战。对于电池包始终应心存敬畏，真正的安全，不是实验室里的冰冷数据，而是对生命的敬畏。欢迎关注【新能源电池包探索者】，获取更多电池包技术专业资料。","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1,"MIUmain":0.6,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":2599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435653293297768,"gmtCreate":1747370056873,"gmtModify":1747370058657,"author":{"id":"202718568488584","authorId":"202718568488584","name":"左右摇摆的韭菜","avatar":"https://static.laohu8.com/6e5245f02440f03379eeb28d71c9eca0","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"202718568488584","authorIdStr":"202718568488584"},"themes":[],"htmlText":"穷鬼","listText":"穷鬼","text":"穷鬼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435653293297768","repostId":"2535638353","repostType":2,"repost":{"id":"2535638353","kind":"news","pubTimestamp":1747356406,"share":"https://www.laohu8.com/m/news/2535638353?lang=zh_CN&edition=full","pubTime":"2025-05-16 08:46","market":"us","language":"zh","title":"百万粉网红公布小米SU7 Ultra维权进展：与汽车副总裁约谈几小时","url":"https://stock-news.laohu8.com/highlight/detail?id=2535638353","media":"蓝鲸新闻","summary":"【百万粉网红公布小米SU7 Ultra维权进展：与汽车副总裁约谈几小时】5月16日晚，在微博拥有超过200万粉丝的博主@风云XTony 发文公布小米SU7 Ultra维权进展。风云XTony表示，与小米汽车副总裁李XX，销售交付服务部总经理张X线下约谈三个多小时，但没能达成最终方案。其透露，对方说退订会直接造成小米汽车的崩塌。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.01810&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　5月16日晚，在<span>微博</span><span></span>拥有超过200万粉丝的博主@风云XTony 发文公布小米SU7 Ultra维权进展。</p><p>　　风云XTony表示，与<span>小米汽车</span><span></span>副总裁李XX，销售交付服务部总经理张X线下约谈三个多小时，但没能达成最终方案。其透露，对方说退订会直接造成<span href=\"http://quote.eastmoney.com/unify/r/90.BK1155\" target=\"_blank\" web=\"1\">小米汽车</span>的崩塌。</p><center><img src=\"https://np-newspic.dfcfw.com/download/D25440719952009927007_w690h811.jpg\"/></center><p>　　风云XTony还称他们的维权诉讼群目前已达70多人，准备一起起诉<span href=\"http://quote.eastmoney.com/unify/r/90.BK1155\" target=\"_blank\" web=\"1\">小米汽车</span>虚假宣传，主张退一赔三。</p><p>（文章来源：蓝鲸新闻）</p> </div></body></html>","source":"stock_eastmoney","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\" 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>百万粉网红公布小米SU7 Ultra维权进展：与汽车副总裁约谈几小时</title>\n<style 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}\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百万粉网红公布小米SU7 Ultra维权进展：与汽车副总裁约谈几小时\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-16 08:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202505163406199422.html><strong>蓝鲸新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月16日晚，在微博拥有超过200万粉丝的博主@风云XTony 发文公布小米SU7 Ultra维权进展。　　风云XTony表示，与小米汽车副总裁李XX，销售交付服务部总经理张X线下约谈三个多小时，但没能达成最终方案。其透露，对方说退订会直接造成小米汽车的崩塌。　　风云XTony还称他们的维权诉讼群目前已达70多人，准备一起起诉小米汽车虚假宣传，主张退一赔三。（文章来源：蓝鲸新闻）</p>\n\n<a href=\"http://finance.eastmoney.com/a/202505163406199422.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","XIACY":"小米集团ADR","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","BK1615":"港股-互联网","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","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","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) 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Ultra维权进展。　　风云XTony表示，与小米汽车副总裁李XX，销售交付服务部总经理张X线下约谈三个多小时，但没能达成最终方案。其透露，对方说退订会直接造成小米汽车的崩塌。　　风云XTony还称他们的维权诉讼群目前已达70多人，准备一起起诉小米汽车虚假宣传，主张退一赔三。（文章来源：蓝鲸新闻）","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1,"MIUmain":0.6,"XIACY":0.6,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":2757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427453662298208,"gmtCreate":1745382653115,"gmtModify":1745382654818,"author":{"id":"202718568488584","authorId":"202718568488584","name":"左右摇摆的韭菜","avatar":"https://static.laohu8.com/6e5245f02440f03379eeb28d71c9eca0","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"202718568488584","authorIdStr":"202718568488584"},"themes":[],"htmlText":"有啥排的，这俩车满大街都是…","listText":"有啥排的，这俩车满大街都是…","text":"有啥排的，这俩车满大街都是…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427453662298208","repostId":"2529590185","repostType":2,"repost":{"id":"2529590185","kind":"news","pubTimestamp":1745373600,"share":"https://www.laohu8.com/m/news/2529590185?lang=zh_CN&edition=full","pubTime":"2025-04-23 10:00","market":"hk","language":"zh","title":"2025上海车展今日开幕，小米展台排起长队","url":"https://stock-news.laohu8.com/highlight/detail?id=2529590185","media":"市场资讯","summary":"专题：聚焦2025上海车展\n　　2025上海车展今日开幕，小米展台排起长队\n　　4月23日，2025上海车展今日开幕。\n　　日程安排上，4月23日、24日为媒体日，仅接待海内外新闻媒体；4月25日至26日为专业观众日，4月27日至5月2日为公众日。\n\n　　据悉，小米汽车、鸿蒙智行、方程豹、广汽日野等首次亮相。\n\n　　三言科技在车展现场看到，小米汽车展位已排起长队，工作人员说现在排起码得排半小时。小米展出了SU7系列车型，YU7没有展出。（三言科技）\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李思阳","content":"<html><body><div>\n<p> 专题：聚焦2025上海车展</p>\n<p>　　2025上海车展今日开幕，小米展台排起长队</p>\n<p>　　4月23日，2025上海车展今日开幕。</p>\n<p>　　日程安排上，4月23日、24日为媒体日，仅接待海内外新闻媒体；4月25日至26日为专业观众日，4月27日至5月2日为公众日。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/165/w550h415/20250423/0e5d-07337b8e63fd64257668e71b294fae0a.png\"/><span></span></div>\n<p>　　据悉，小米汽车、鸿蒙智行、方程豹、广汽日野等首次亮相。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/170/w550h420/20250423/70a6-3d7a49f80d0e27a2d0bffa2bc6a7090a.png\"/><span></span></div>\n<p>　　三言科技在车展现场看到，小米汽车展位已排起长队，工作人员说现在排起码得排半小时。小米展出了SU7系列车型，YU7没有展出。（三言科技）</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：李思阳 </p>\n</div></body></html>","source":"sina","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\" 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>2025上海车展今日开幕，小米展台排起长队</title>\n<style 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href=\"https://finance.sina.com.cn/nextauto/hydt/2025-04-23/doc-ineucina0136895.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0823426308.USD":"法巴中国股票基金","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","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","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","01810":"小米集团-W","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","LU0456846285.SGD":"JPMorgan Funds - Greater 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ACC","LU0823426480.USD":"法巴中国股票经典Dis"},"source_url":"https://finance.sina.com.cn/nextauto/hydt/2025-04-23/doc-ineucina0136895.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2529590185","content_text":"专题：聚焦2025上海车展\n　　2025上海车展今日开幕，小米展台排起长队\n　　4月23日，2025上海车展今日开幕。\n　　日程安排上，4月23日、24日为媒体日，仅接待海内外新闻媒体；4月25日至26日为专业观众日，4月27日至5月2日为公众日。\n\n　　据悉，小米汽车、鸿蒙智行、方程豹、广汽日野等首次亮相。\n\n　　三言科技在车展现场看到，小米汽车展位已排起长队，工作人员说现在排起码得排半小时。小米展出了SU7系列车型，YU7没有展出。（三言科技）\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李思阳","news_type":1,"symbols_score_info":{"81810":0.6,"HXXD.SI":0.6,"01810":1,"XIACY":0.6}},"isVote":1,"tweetType":1,"viewCount":1709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422308286529728,"gmtCreate":1744133275742,"gmtModify":1744133277714,"author":{"id":"202718568488584","authorId":"202718568488584","name":"左右摇摆的韭菜","avatar":"https://static.laohu8.com/6e5245f02440f03379eeb28d71c9eca0","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"202718568488584","authorIdStr":"202718568488584"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\"> $Palantir Technologies Inc.(PLTR)$ </a> 6个月前，40块。 8个月前，20块。 那时候大行情和预期都比现在好多了。","listText":"<a href=\"https://laohu8.com/S/PLTR\"> $Palantir Technologies Inc.(PLTR)$ </a> 6个月前，40块。 8个月前，20块。 那时候大行情和预期都比现在好多了。","text":"$Palantir Technologies Inc.(PLTR)$ 6个月前，40块。 8个月前，20块。 那时候大行情和预期都比现在好多了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422308286529728","isVote":1,"tweetType":1,"viewCount":2374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421216007197280,"gmtCreate":1743867002066,"gmtModify":1743905792633,"author":{"id":"202718568488584","authorId":"202718568488584","name":"左右摇摆的韭菜","avatar":"https://static.laohu8.com/6e5245f02440f03379eeb28d71c9eca0","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"202718568488584","authorIdStr":"202718568488584"},"themes":[],"htmlText":"不好意思，关税太高，没钱换车了","listText":"不好意思，关税太高，没钱换车了","text":"不好意思，关税太高，没钱换车了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421216007197280","repostId":"2525765597","repostType":4,"repost":{"id":"2525765597","kind":"news","pubTimestamp":1743821220,"share":"https://www.laohu8.com/m/news/2525765597?lang=zh_CN&edition=full","pubTime":"2025-04-05 10:47","market":"us","language":"zh","title":"特斯拉在美推出新版Model Y，价格降低1万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2525765597","media":"环球市场播报","summary":"低价版的Model Y额定续航里程为327英里。","content":"<html><head></head><body><p>据报道，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>已开始在美国市场销售2026款长续航全轮驱动Model Y。该款车型售价比Launch系列低 1 万美元，且Launch系列不再出现在订购页面上。</p><p>刚推出的新款长续航版本售价为49990美元，相较售价59990美元的Launch系列，便宜了整整10000美元。低价版的Model Y额定续航里程为327英里，0-60英里加速仅需4.6秒，最高时速为125英里/小时，这些性能参数与 aunch系列一致。若加上7500美元的联邦税收抵免，该款车售价则为41490美元 。</p></body></html>","source":"sina","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\" 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>特斯拉在美推出新版Model Y，价格降低1万美元</title>\n<style 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href=\"https://finance.sina.com.cn/stock/usstock/c/2025-04-05/doc-inesapiu9819136.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7c37e2b050b955b1a34b617021b1fb43","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-04-05/doc-inesapiu9819136.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2525765597","content_text":"据报道，特斯拉已开始在美国市场销售2026款长续航全轮驱动Model Y。该款车型售价比Launch系列低 1 万美元，且Launch系列不再出现在订购页面上。刚推出的新款长续航版本售价为49990美元，相较售价59990美元的Launch系列，便宜了整整10000美元。低价版的Model Y额定续航里程为327英里，0-60英里加速仅需4.6秒，最高时速为125英里/小时，这些性能参数与 aunch系列一致。若加上7500美元的联邦税收抵免，该款车售价则为41490美元 。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420850288992384,"gmtCreate":1743777524969,"gmtModify":1743777526428,"author":{"id":"202718568488584","authorId":"202718568488584","name":"左右摇摆的韭菜","avatar":"https://static.laohu8.com/6e5245f02440f03379eeb28d71c9eca0","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"202718568488584","authorIdStr":"202718568488584"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 怎么了跌这么惨，不是给外国加税吗","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 怎么了跌这么惨，不是给外国加税吗","text":"$Palantir Technologies Inc.(PLTR)$ 怎么了跌这么惨，不是给外国加税吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/420850288992384","isVote":1,"tweetType":1,"viewCount":4906,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203211426829372","authorId":"4203211426829372","name":"qkquwwety","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4203211426829372","authorIdStr":"4203211426829372"},"content":"这种毛票市场一下沉就是抛售的节奏，我昨天在盘中还加了点仓位 [开心]","text":"这种毛票市场一下沉就是抛售的节奏，我昨天在盘中还加了点仓位 [开心]","html":"这种毛票市场一下沉就是抛售的节奏，我昨天在盘中还加了点仓位 [开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420182395932768,"gmtCreate":1743614557274,"gmtModify":1743614558732,"author":{"id":"202718568488584","authorId":"202718568488584","name":"左右摇摆的韭菜","avatar":"https://static.laohu8.com/6e5245f02440f03379eeb28d71c9eca0","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"202718568488584","authorIdStr":"202718568488584"},"themes":[],"htmlText":"林志颖表示不服","listText":"林志颖表示不服","text":"林志颖表示不服","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/420182395932768","repostId":"2524586499","repostType":2,"repost":{"id":"2524586499","kind":"news","pubTimestamp":1743600310,"share":"https://www.laohu8.com/m/news/2524586499?lang=zh_CN&edition=full","pubTime":"2025-04-02 21:25","market":"us","language":"zh","title":"特斯拉陶琳：造车首要原则是安全","url":"https://stock-news.laohu8.com/highlight/detail?id=2524586499","media":"爱集微","summary":"今日，特斯拉公司副总裁陶琳在微博发文称，“大家决定买车的时候，最关心的因素是什么？颜值、价格还是品牌？对于特斯拉来说，我们造车的首要原则永远是安全。”陶琳表示，安全不仅是保护驾驶员，还要保护车内乘客、行人和其他交通参与者。除了碰撞后的被动安全，特斯拉的主动安全能力也避免了大量事故的发生。随后，特斯拉官方微博对陶琳的微博进行了转发。陶琳在社交媒体的言论被视为针对近日小米Su7安全事故的回应。","content":"<html><body><article><p>今日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司副总裁陶琳在微博发文称，“大家决定买车的时候，最关心的因素是什么？颜值、价格还是品牌？对于特斯拉来说，我们造车的首要原则永远是安全。”</p><p>陶琳表示，安全不仅是保护驾驶员，还要保护车内乘客、行人和其他交通参与者。除了碰撞后的被动安全，特斯拉的主动安全能力也避免了大量事故的发生。从硬件到软件，从设计研发到生产制造，特斯拉都只和物理学极限做比较。愿所有人都能安全驾驶，平安回家。</p><p>随后，特斯拉官方微博对陶琳的微博进行了转发。</p><p>陶琳在社交媒体的言论被视为针对近日小米Su7安全事故的回应。3月29日夜间，三名年轻女性驾驶小米SU7在高速路上行驶，途径施工路段，随后撞上高速公路边上的水泥墩，因车辆自燃导致三名年轻女性不幸身亡。</p><p>4月1日中午，小米公司发言人就网传“安徽小米SU7高速碰撞爆燃”做出回应，并通报了事故细节。当晚，小米汽车发布题为《关于大家关心问题的回答》的文章。同时，雷军也发文回应称：“无论发生什么，小米都不会回避，我们将持续配合警方调查，跟进事情处理的进展，并尽最大努力回应家属和社会关心的问题。”</p><p>4月1日，小米汽车披露，3月交付汽车超2.9万辆，目前产能提升进展顺利，有信心达成全年35万辆交付目标。</p></article></body></html>","source":"tencent","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\" 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\" 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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特斯拉陶琳：造车首要原则是安全\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-02 21:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025040221260194c9eabb&s=b><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日，特斯拉公司副总裁陶琳在微博发文称，“大家决定买车的时候，最关心的因素是什么？颜值、价格还是品牌？对于特斯拉来说，我们造车的首要原则永远是安全。”陶琳表示，安全不仅是保护驾驶员，还要保护车内乘客、行人和其他交通参与者。除了碰撞后的被动安全，特斯拉的主动安全能力也避免了大量事故的发生。从硬件到软件，从设计研发到生产制造，特斯拉都只和物理学极限做比较。愿所有人都能安全驾驶，平安回家。随后，特斯拉...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025040221260194c9eabb&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4588":"碎股","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" 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GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025040221260194c9eabb&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2524586499","content_text":"今日，特斯拉公司副总裁陶琳在微博发文称，“大家决定买车的时候，最关心的因素是什么？颜值、价格还是品牌？对于特斯拉来说，我们造车的首要原则永远是安全。”陶琳表示，安全不仅是保护驾驶员，还要保护车内乘客、行人和其他交通参与者。除了碰撞后的被动安全，特斯拉的主动安全能力也避免了大量事故的发生。从硬件到软件，从设计研发到生产制造，特斯拉都只和物理学极限做比较。愿所有人都能安全驾驶，平安回家。随后，特斯拉官方微博对陶琳的微博进行了转发。陶琳在社交媒体的言论被视为针对近日小米Su7安全事故的回应。3月29日夜间，三名年轻女性驾驶小米SU7在高速路上行驶，途径施工路段，随后撞上高速公路边上的水泥墩，因车辆自燃导致三名年轻女性不幸身亡。4月1日中午，小米公司发言人就网传“安徽小米SU7高速碰撞爆燃”做出回应，并通报了事故细节。当晚，小米汽车发布题为《关于大家关心问题的回答》的文章。同时，雷军也发文回应称：“无论发生什么，小米都不会回避，我们将持续配合警方调查，跟进事情处理的进展，并尽最大努力回应家属和社会关心的问题。”4月1日，小米汽车披露，3月交付汽车超2.9万辆，目前产能提升进展顺利，有信心达成全年35万辆交付目标。","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLL":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":418357739233472,"gmtCreate":1743179618302,"gmtModify":1743179621053,"author":{"id":"202718568488584","authorId":"202718568488584","name":"左右摇摆的韭菜","avatar":"https://static.laohu8.com/6e5245f02440f03379eeb28d71c9eca0","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"202718568488584","authorIdStr":"202718568488584"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 竟然市值高过<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 和<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 好多，可是<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp;连全球5000强都进不去","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 竟然市值高过<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 和<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 好多，可是<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp;连全球5000强都进不去","text":"$Palantir Technologies Inc.(PLTR)$ 竟然市值高过$小米集团-W(01810)$ 和$美团-W(03690)$ 好多，可是$Palantir Technologies Inc.(PLTR)$ 连全球5000强都进不去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/418357739233472","isVote":1,"tweetType":1,"viewCount":3837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417629558887056,"gmtCreate":1743001946171,"gmtModify":1743001948232,"author":{"id":"202718568488584","authorId":"202718568488584","name":"左右摇摆的韭菜","avatar":"https://static.laohu8.com/6e5245f02440f03379eeb28d71c9eca0","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"202718568488584","authorIdStr":"202718568488584"},"themes":[],"htmlText":"特斯拉值三个现在的苹果吗？","listText":"特斯拉值三个现在的苹果吗？","text":"特斯拉值三个现在的苹果吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417629558887056","repostId":"2522064933","repostType":2,"repost":{"id":"2522064933","kind":"news","pubTimestamp":1742883762,"share":"https://www.laohu8.com/m/news/2522064933?lang=zh_CN&edition=full","pubTime":"2025-03-25 14:22","market":"us","language":"zh","title":"“木头姐”坚定看多特斯拉，大胆喊出“五年翻十倍”！","url":"https://stock-news.laohu8.com/highlight/detail?id=2522064933","media":"华尔街见闻","summary":"“木头姐”认为，新款Model Y进入市场、robotaxi商业服务即将启动以及二季度即将推出的“平价版”车型，将帮助特斯拉克服当前困境，预计特斯拉的robotaxi业务将占其未来价值的90%，未来五年股价涨到2600美元。","content":"<html><body><p>“木头姐”看好<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Robotaxi业务，预测五年内股价将实现10倍暴涨。</p>\n<p>据媒体25日报道，<strong>“木头姐”Cathie Wood旗下的ARK研究团队预测，特斯拉股价在未来五年将达到2600美元——几乎是当前价格的10倍。</strong></p>\n<p><strong><img src=\"https://wpimg-wscn.awtmt.com/9c4a0e11-f30e-4a4d-a1f7-6c3bdec832f1.png\"/></strong></p>\n<p>在近日举办的<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>全球投资峰会上，木头姐还补充称，<strong>特斯拉的机器人出租车业务将占其未来价值的90%，而Ark甚至没有将其纳入价格预测中。</strong></p>\n<p>尽管近日以来，特斯拉在欧洲和中国等关键市场的销售和出货量急剧下降，创始人马斯克也面临舆论压力，使特斯拉股价今年以来已累计跌逾26%。</p>\n<p>但木头姐仍对特斯拉充满信心，认为即使特斯拉在中国市场的失败只会对其股价产生“短期打击”，不会影响Ark对该股五年目标价的预测。</p>\n<p>木头姐认为，新款Model Y进入市场、即将在德克萨斯州奥斯汀开始的robotaxi商业服务以及二季度即将推出的“平价版”车型，将帮助特斯拉克服当前困境。</p>\n<p>木头姐表示：</p>\n<blockquote>\n<p>“如果以给定价格衡量续航里程和功率等指标，特斯拉非常有竞争力，即使不是最具竞争力，也取决于汽车型号。”</p>\n<p>“从纯电动汽车角度看，特斯拉和<a href=\"https://laohu8.com/S/002594\">比亚迪</a>都处于领先地位。如果你考虑robotaxi，显然比亚迪目前还没有抓住这个机会，至少现在还没有。”</p>\n</blockquote>\n<p>根据公司网站发布的信息，截至3月24日，<strong>特斯拉仍然是木头姐旗下旗舰<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>的最大持仓，占其58亿美元资产的10%，不过该比例较2024年底的近16%有所下降。</strong></p>\n<p>虽然Wood因其对颠覆性技术的激进押注而广为人知，但她的旗舰基金近年表现不佳。</p>\n<p>ARK Innovation ETF在2023年和2024年分别上涨68%和8.4%，但仍较峰值下跌65%，五年表现落后于纳斯达克综合指数。</p>\n<p>此前，木头姐凭借其对特斯拉、<a href=\"https://laohu8.com/S/ZM\">Zoom</a>和Roku等个股的大胆预测而名声大噪，使她的基金在2021年初达到超过600亿美元的资产峰值。</p><div>风险提示及免责条款</div>\n<div>\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。\n          </div>\n</body></html>","source":"wallstreetcn_hot_news","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\" 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>“木头姐”坚定看多特斯拉，大胆喊出“五年翻十倍”！</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; 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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“木头姐”坚定看多特斯拉，大胆喊出“五年翻十倍”！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-25 14:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3743801><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“木头姐”看好特斯拉Robotaxi业务，预测五年内股价将实现10倍暴涨。\n据媒体25日报道，“木头姐”Cathie Wood旗下的ARK研究团队预测，特斯拉股价在未来五年将达到2600美元——几乎是当前价格的10倍。\n\n在近日举办的汇丰全球投资峰会上，木头姐还补充称，特斯拉的机器人出租车业务将占其未来价值的90%，而Ark甚至没有将其纳入价格预测中。\n尽管近日以来，特斯拉在欧洲和中国等关键市场的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3743801\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/5f8a464d-9ead-401b-83ea-3c5e6be2931b.jpeg","relate_stocks":{"LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4612":"AI芯片","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","TSLA":"特斯拉","BK4588":"碎股","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","TSLL":"2倍做多TSLA ETF-Direxion","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","TSYW.SI":"TESLA 3xLongSG261006","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4516":"特朗普概念","BK4543":"AI","BK4527":"明星科技股","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","BK4511":"特斯拉概念","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3743801","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2522064933","content_text":"“木头姐”看好特斯拉Robotaxi业务，预测五年内股价将实现10倍暴涨。\n据媒体25日报道，“木头姐”Cathie Wood旗下的ARK研究团队预测，特斯拉股价在未来五年将达到2600美元——几乎是当前价格的10倍。\n\n在近日举办的汇丰全球投资峰会上，木头姐还补充称，特斯拉的机器人出租车业务将占其未来价值的90%，而Ark甚至没有将其纳入价格预测中。\n尽管近日以来，特斯拉在欧洲和中国等关键市场的销售和出货量急剧下降，创始人马斯克也面临舆论压力，使特斯拉股价今年以来已累计跌逾26%。\n但木头姐仍对特斯拉充满信心，认为即使特斯拉在中国市场的失败只会对其股价产生“短期打击”，不会影响Ark对该股五年目标价的预测。\n木头姐认为，新款Model Y进入市场、即将在德克萨斯州奥斯汀开始的robotaxi商业服务以及二季度即将推出的“平价版”车型，将帮助特斯拉克服当前困境。\n木头姐表示：\n\n“如果以给定价格衡量续航里程和功率等指标，特斯拉非常有竞争力，即使不是最具竞争力，也取决于汽车型号。”\n“从纯电动汽车角度看，特斯拉和比亚迪都处于领先地位。如果你考虑robotaxi，显然比亚迪目前还没有抓住这个机会，至少现在还没有。”\n\n根据公司网站发布的信息，截至3月24日，特斯拉仍然是木头姐旗下旗舰ARK Innovation ETF的最大持仓，占其58亿美元资产的10%，不过该比例较2024年底的近16%有所下降。\n虽然Wood因其对颠覆性技术的激进押注而广为人知，但她的旗舰基金近年表现不佳。\nARK Innovation ETF在2023年和2024年分别上涨68%和8.4%，但仍较峰值下跌65%，五年表现落后于纳斯达克综合指数。\n此前，木头姐凭借其对特斯拉、Zoom和Roku等个股的大胆预测而名声大噪，使她的基金在2021年初达到超过600亿美元的资产峰值。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLL":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417072986095816,"gmtCreate":1742843640664,"gmtModify":1742843642704,"author":{"id":"202718568488584","authorId":"202718568488584","name":"左右摇摆的韭菜","avatar":"https://static.laohu8.com/6e5245f02440f03379eeb28d71c9eca0","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"202718568488584","authorIdStr":"202718568488584"},"themes":[],"htmlText":"量化收割技术流","listText":"量化收割技术流","text":"量化收割技术流","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417072986095816","isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":416865287110856,"gmtCreate":1742782201923,"gmtModify":1742782204044,"author":{"id":"202718568488584","authorId":"202718568488584","name":"左右摇摆的韭菜","avatar":"https://static.laohu8.com/6e5245f02440f03379eeb28d71c9eca0","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"202718568488584","authorIdStr":"202718568488584"},"themes":[],"htmlText":"能把标题写准确吗","listText":"能把标题写准确吗","text":"能把标题写准确吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/416865287110856","repostId":"2521027676","repostType":2,"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":416866551640536,"gmtCreate":1742782138311,"gmtModify":1742782139746,"author":{"id":"202718568488584","authorId":"202718568488584","name":"左右摇摆的韭菜","avatar":"https://static.laohu8.com/6e5245f02440f03379eeb28d71c9eca0","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"202718568488584","authorIdStr":"202718568488584"},"themes":[],"htmlText":"如果按月核算，从2024年11月开始已经不亏了。2025Q1开始稳定盈利，下半年爆净利润。","listText":"如果按月核算，从2024年11月开始已经不亏了。2025Q1开始稳定盈利，下半年爆净利润。","text":"如果按月核算，从2024年11月开始已经不亏了。2025Q1开始稳定盈利，下半年爆净利润。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/416866551640536","repostId":"2521314687","repostType":2,"repost":{"id":"2521314687","kind":"news","pubTimestamp":1742724120,"share":"https://www.laohu8.com/m/news/2521314687?lang=zh_CN&edition=full","pubTime":"2025-03-23 18:02","market":"hk","language":"zh","title":"小米的爆发逻辑","url":"https://stock-news.laohu8.com/highlight/detail?id=2521314687","media":"汽车K线","summary":"小米集团发布2024年度业绩公告显示，全年总营收3659.06亿元、同比增长35.04%，归母净利润236.58亿元、同比增长35.38%，雷军将其称为小米集团“史上最强年报”。“来源：小米集团2024财报”2024年小米集团研发支出高达241亿元，同比增长25.93%，主要由于与智能电动汽车等创新业务相关的研发开支增加所致。小米汽车目前仍依赖智能手机、白电业务持续输血，2024年手机业务贡献了58%的营业收入，但该业务毛利率同比下滑2个百分点，至12.6%。","content":"<html><body><article><p>汽车绝对是门好生意！没有车，哪有小米万亿市值。</p><p>雷军可能做梦都没想到，自己的造车之举，或者说赌上往日成功和荣耀的重注，会为他赢下这么大的赌局，至少目前看来如此。</p><p>当下的小米集团在资本市场，仿佛小米SU7 Ultra在纽北的“绿色地狱”狂飙，刷新各项记录。</p><p>因为造车略有小成，资本市场、完备生态链、整个小米品牌价值等多维度的竞争力，均得到全方位提升——股价市值创历史新高，人车家生态形成闭环，汽车业务正拉动反哺整个小米电子和生态产品价值全面提升。</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_png/kP8USPaPic9OicUoqPVazC9wDXuOWHVVZ11w2YXp39iccbTibJ7dCjfCtAk8wcHRFjhib7wNEgbR2mNbicAAVHZbw7gQ/640?wx_fmt=png&amp;from=appmsg\"/><p>“来源：小米公司公众号<strong>”</strong></p><p>3月18日，小米集团还交出史上“最强”财报，而这还是在其汽车业务亏损60多亿元的情况下取得的。</p><p>在《汽车K线》看来，这都是拜汽车业务所赐，在新车上市交付不到一个完整年，小米汽车业务已经贡献集团整体营收近十分之一，即便亏损，但对资本市场、公司品牌价值的提升，更是不可估量！</p><p>毕竟，放眼全球，汽车都是工业制造业<a href=\"https://laohu8.com/S/5HT.SI\">皇冠</a>上的明珠。也难怪，北京需要一家“明星车企”，来支撑北京在中国，乃至全球汽车产业的地位。</p><p>01</p><p>大约一年前，小米SU7正式上市，发布会后的首个交易日（2024年4月2日），小米集团股价大涨8.97%，收于16.28港元/股。</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_png/kP8USPaPic9OicUoqPVazC9wDXuOWHVVZ1edBqHktPEFyRACMnEscVxaygcwvviaxMPEpBicfMIiaIxAicMHFsV8a0OA/640?wx_fmt=png&amp;from=appmsg\"/><p>“小米集团股价走势K线图<strong>”</strong></p><p>自此之后，小米集团股价进入<span>上升通道</span>，财报发布后的3月19日，创下59.45港元/股的历史高点，市值突破1.4万亿港元。</p><p>3月21日，其股价报收54.7港元/股，近一年时间，上涨超230%，市值增加近万亿港元。</p><p>如果按照过去52周来统计，那么最低点14.7港元和最高点，则有超300%的股价涨幅！</p><p>造车前后的小米集团和雷军，判若两“人”！</p><p>小米集团发布2024年度业绩公告显示，全年总营收3659.06亿元、同比增长35.04%，归母<span>净利润</span>236.58亿元、同比增长35.38%，雷军将其称为小米集团“史上最强年报”。</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_png/kP8USPaPic9OicUoqPVazC9wDXuOWHVVZ14A1NsUehu4bwCm2HqL7I1DHMmc1sd9mAkwgPxkZPrzj7L7u984iablg/640?wx_fmt=png&amp;from=appmsg\"/><p>“来源：小米集团2024财报<strong>”</strong></p><p>其中，小米智能汽车业务收入达321亿元，约占总收入的8.77%。其中第四季度贡献163亿元，环比增长72%，成为集团收入增长最快的板块，单季度占比甚至超过15%。</p><p>汽车业务的快速扩容，也拉动小米集团单季度营收首次破1000亿元。</p><p>对此，<a href=\"https://laohu8.com/S/600999\">招商证券</a>指出，小米汽车业务大超预期。银河证券、<a href=\"https://laohu8.com/S/601688\">华泰证券</a>等多家券商则认为，小米汽车业务已成为驱动小米集团未来业绩、股价增长的新动能。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>、美银、中金等投行券商则上调小米集团评级至“买入”，目标价调升至63~70港元。</p><p>02</p><p>自2024年4月份开启交付，小米SU7仅9个月交付量达到13.69万辆。</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_jpg/kP8USPaPic9OicUoqPVazC9wDXuOWHVVZ1NwuOPbZibiaCBzIwvQsG77gs8tWugne44nUpJWU3EgnxRQdibn0TiaItug/640?wx_fmt=jpeg&amp;from=appmsg\"/><p>作为跨界造车的新势力，在2024年中国汽车市场竞争如此激烈的背景下，仅以一款车型取得如此成绩，令人不得不佩服小米品牌和其董事长雷军的巨大市场号召力。</p><p>然而，在这泼天流量之下，是2024年小米智能电动汽车等创新业务经调整净亏损62亿元，单车净亏约4.5万元。尽管第四季度亏损收窄至7亿元，但汽车业务盈利压力依然存在。</p><p>从财报中不难发现，小米汽车亏损主要源于研发投入和产能爬坡成本。</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_png/kP8USPaPic9OicUoqPVazC9wDXuOWHVVZ1hxOJBQiaHXrIZeLJDL2gtVzM58wbke4cBpoGbpOMd0CmWCmTXMJfClw/640?wx_fmt=png&amp;from=appmsg\"/><p>“来源：小米集团2024财报<strong>”</strong></p><p>2024年小米集团研发支出高达241亿元，同比增长25.93%，主要由于与智能电动汽车等创新业务相关的研发开支增加所致。</p><p>此外，小米汽车销售网络的快速扩张也推高了运营成本，截至2024年底已在国内开设200家门店。</p><p>巨额投入的高昂代价不容忽视。小米汽车目前仍依赖智能手机、白电业务持续输血，2024年手机业务贡献了58%的<span>营业收入</span>，但该业务毛利率同比下滑2个百分点，至12.6%。</p><p>03</p><p>雷军说过“造车很苦”，也对小米汽车的前期亏损早有准备，但若汽车业务长期无法盈利，仍会影响到集团整体财务健康。</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_jpg/kP8USPaPic9OicUoqPVazC9wDXuOWHVVZ14sz7wdCSL0jsibwRQm7myzKCQaU3sxrUv7q5J1iblRiagZjjW50PR6DWg/640?wx_fmt=jpeg&amp;from=appmsg\"/><p>不过，小米集团总裁卢伟冰在业绩电话会上表示，目前汽车业务处于大投入期，内部未明确<a href=\"https://laohu8.com/S/06838\">盈利时</a>间表，但会努力改善利润情况。</p><p>作为小米品牌高端化最为重要的着力点，小米汽车更是小米从消费电子公司向科技生态巨头转型的关键，其意义远非短期营收、利润贡献所能衡量。就如卢伟冰所说，汽车帮助小米品牌实现明显破圈。</p><p>当前，小米手机业务毛利率为12.6%，而汽车业务毛利率已达18.5%。</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_png/kP8USPaPic9OicUoqPVazC9wDXuOWHVVZ1maibVwUvORkGxKXqVyo0TKaD3lumtDmicaNwUtAywlSR3JZFNksyWwiag/640?wx_fmt=png&amp;from=appmsg\"/><p>“来源：小米公司公众号<strong>”</strong></p><p>2025年，雷军为小米汽车设下35万交付量目标。</p><p>若汽车业务营收能突破1000亿元甚至更高，将成为继手机之后第二个“千亿级业务”，占集团营收比重也可能超过25%，该板块亏损可能因此收窄甚至达到盈亏平衡点的另一侧。</p><p>Views of AutosKline:</p><p>小米、华为这些科技企业之所以如此积极杀入汽车市场，是因为汽车业务为其带来的社会影响力、对企业形象的赋能，远比前期的付出，拥有更多价值！</p><p>相比汽车这门生意为小米在资本市场所赢得的万亿市值，那亏损的60多亿还算什么呢？</p></article></body></html>","source":"tencent","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\" 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>小米的爆发逻辑</title>\n<style 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}\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小米的爆发逻辑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-23 18:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025032318410297205f72&s=b><strong>汽车K线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>汽车绝对是门好生意！没有车，哪有小米万亿市值。雷军可能做梦都没想到，自己的造车之举，或者说赌上往日成功和荣耀的重注，会为他赢下这么大的赌局，至少目前看来如此。当下的小米集团在资本市场，仿佛小米SU7 Ultra在纽北的“绿色地狱”狂飙，刷新各项记录。因为造车略有小成，资本市场、完备生态链、整个小米品牌价值等多维度的竞争力，均得到全方位提升——股价市值创历史新高，人车家生态形成闭环，汽车业务正拉动...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025032318410297205f72&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU1720050803.USD":"安联全方位中国股票基金","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","BK1575":"同股不同权","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) 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SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025032318410297205f72&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2521314687","content_text":"汽车绝对是门好生意！没有车，哪有小米万亿市值。雷军可能做梦都没想到，自己的造车之举，或者说赌上往日成功和荣耀的重注，会为他赢下这么大的赌局，至少目前看来如此。当下的小米集团在资本市场，仿佛小米SU7 Ultra在纽北的“绿色地狱”狂飙，刷新各项记录。因为造车略有小成，资本市场、完备生态链、整个小米品牌价值等多维度的竞争力，均得到全方位提升——股价市值创历史新高，人车家生态形成闭环，汽车业务正拉动反哺整个小米电子和生态产品价值全面提升。“来源：小米公司公众号”3月18日，小米集团还交出史上“最强”财报，而这还是在其汽车业务亏损60多亿元的情况下取得的。在《汽车K线》看来，这都是拜汽车业务所赐，在新车上市交付不到一个完整年，小米汽车业务已经贡献集团整体营收近十分之一，即便亏损，但对资本市场、公司品牌价值的提升，更是不可估量！毕竟，放眼全球，汽车都是工业制造业皇冠上的明珠。也难怪，北京需要一家“明星车企”，来支撑北京在中国，乃至全球汽车产业的地位。01大约一年前，小米SU7正式上市，发布会后的首个交易日（2024年4月2日），小米集团股价大涨8.97%，收于16.28港元/股。“小米集团股价走势K线图”自此之后，小米集团股价进入上升通道，财报发布后的3月19日，创下59.45港元/股的历史高点，市值突破1.4万亿港元。3月21日，其股价报收54.7港元/股，近一年时间，上涨超230%，市值增加近万亿港元。如果按照过去52周来统计，那么最低点14.7港元和最高点，则有超300%的股价涨幅！造车前后的小米集团和雷军，判若两“人”！小米集团发布2024年度业绩公告显示，全年总营收3659.06亿元、同比增长35.04%，归母净利润236.58亿元、同比增长35.38%，雷军将其称为小米集团“史上最强年报”。“来源：小米集团2024财报”其中，小米智能汽车业务收入达321亿元，约占总收入的8.77%。其中第四季度贡献163亿元，环比增长72%，成为集团收入增长最快的板块，单季度占比甚至超过15%。汽车业务的快速扩容，也拉动小米集团单季度营收首次破1000亿元。对此，招商证券指出，小米汽车业务大超预期。银河证券、华泰证券等多家券商则认为，小米汽车业务已成为驱动小米集团未来业绩、股价增长的新动能。高盛、美银、中金等投行券商则上调小米集团评级至“买入”，目标价调升至63~70港元。02自2024年4月份开启交付，小米SU7仅9个月交付量达到13.69万辆。作为跨界造车的新势力，在2024年中国汽车市场竞争如此激烈的背景下，仅以一款车型取得如此成绩，令人不得不佩服小米品牌和其董事长雷军的巨大市场号召力。然而，在这泼天流量之下，是2024年小米智能电动汽车等创新业务经调整净亏损62亿元，单车净亏约4.5万元。尽管第四季度亏损收窄至7亿元，但汽车业务盈利压力依然存在。从财报中不难发现，小米汽车亏损主要源于研发投入和产能爬坡成本。“来源：小米集团2024财报”2024年小米集团研发支出高达241亿元，同比增长25.93%，主要由于与智能电动汽车等创新业务相关的研发开支增加所致。此外，小米汽车销售网络的快速扩张也推高了运营成本，截至2024年底已在国内开设200家门店。巨额投入的高昂代价不容忽视。小米汽车目前仍依赖智能手机、白电业务持续输血，2024年手机业务贡献了58%的营业收入，但该业务毛利率同比下滑2个百分点，至12.6%。03雷军说过“造车很苦”，也对小米汽车的前期亏损早有准备，但若汽车业务长期无法盈利，仍会影响到集团整体财务健康。不过，小米集团总裁卢伟冰在业绩电话会上表示，目前汽车业务处于大投入期，内部未明确盈利时间表，但会努力改善利润情况。作为小米品牌高端化最为重要的着力点，小米汽车更是小米从消费电子公司向科技生态巨头转型的关键，其意义远非短期营收、利润贡献所能衡量。就如卢伟冰所说，汽车帮助小米品牌实现明显破圈。当前，小米手机业务毛利率为12.6%，而汽车业务毛利率已达18.5%。“来源：小米公司公众号”2025年，雷军为小米汽车设下35万交付量目标。若汽车业务营收能突破1000亿元甚至更高，将成为继手机之后第二个“千亿级业务”，占集团营收比重也可能超过25%，该板块亏损可能因此收窄甚至达到盈亏平衡点的另一侧。Views of AutosKline:小米、华为这些科技企业之所以如此积极杀入汽车市场，是因为汽车业务为其带来的社会影响力、对企业形象的赋能，远比前期的付出，拥有更多价值！相比汽车这门生意为小米在资本市场所赢得的万亿市值，那亏损的60多亿还算什么呢？","news_type":1,"symbols_score_info":{"81810":0.6,"XIACY":0.6,"01810":1,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":416865805860952,"gmtCreate":1742781979268,"gmtModify":1742781981287,"author":{"id":"202718568488584","authorId":"202718568488584","name":"左右摇摆的韭菜","avatar":"https://static.laohu8.com/6e5245f02440f03379eeb28d71c9eca0","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"202718568488584","authorIdStr":"202718568488584"},"themes":[],"htmlText":"如果不卖这辆车，可是要亏至少30万。","listText":"如果不卖这辆车，可是要亏至少30万。","text":"如果不卖这辆车，可是要亏至少30万。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/416865805860952","repostId":"2521011252","repostType":2,"repost":{"id":"2521011252","kind":"news","pubTimestamp":1742740920,"share":"https://www.laohu8.com/m/news/2521011252?lang=zh_CN&edition=full","pubTime":"2025-03-23 22:42","market":"hk","language":"zh","title":"每卖一辆车亏4.5万！雷军仍“狂飙”：交付目标增至35万台","url":"https://stock-news.laohu8.com/highlight/detail?id=2521011252","media":"读创客户端","summary":"近日，小米集团发布2024年第四季度及全年财报，小米集团全年总收入3659亿元，同比增长35%；全年经调整净利润272亿元，同比增长41.3%。汽车业务方面，截至2024年12月31日，小米汽车共交付了136854辆小米SU7系列汽车，单车平均亏损约4.53万元。值得一提的是，发布财报当日，雷军通过微博宣布，将2025年全年交付目标从30万辆上调至35万辆。","content":"<html><body><article><p>近日，小米集团发布2024年第四季度及全年财报，小米集团全年总收入3659亿元，同比增长35%；全年经调整<span>净利润</span>272亿元，同比增长41.3%。</p><p>汽车业务方面，截至2024年12月31日，小米汽车共交付了136854辆小米SU7系列汽车，单车平均亏损约4.53万元。智能汽车方面，截至2024年12月31日，小米汽车共交付136854辆小米SU7系列汽车，智能电动汽车的ASP（平均销售价格）为每辆234479元。</p><p>但在这份光鲜成绩单背后，一个刺眼的数据却引发热议，根据全年数据，每卖出一台均价23.4万元的小米SU7，公司就要倒贴4.5万元。</p><p>财报显示，小米集团智能电动汽车等创新业务在2024年实现<span>营业收入</span>328亿元，占总体收入的9%。其中，智能电动汽车销售收入为321亿元，其他相关业务收入为7亿元，综合毛利率18.5%，智能电动汽车等创新业务经调整净亏损人民币62亿元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250323230113976d163dowyp7sm0sx\"/><p>小米集团合伙人、总裁卢伟冰在财报电话会上表示，小米内部对汽车业务没有非常明确的<a href=\"https://laohu8.com/S/06838\">盈利时</a>间表要求，但会努力改善该业务的盈利情况。相比于2024上半年单车亏损额超6万的情况，小米汽车亏损幅度有所收窄。</p><p>卢伟冰曾表示，对于小米的汽车业务亏损，其一是当前小米汽车规模比较小，汽车是典型的需要规模经济的行业；其二是小米汽车第一辆车投入巨大，成本消化还需要时间。此外，作为纯电轿车，小米SU7在所有的车型里面成本是最高的，因为电池非常贵。</p><p>值得一提的是，发布财报当日，雷军通过微博宣布，将2025年全年交付目标从30万辆上调至35万辆。</p><p>卢伟冰称，目前小米汽车单月订单量还在不断增加中，交付压力非常大，正在全力提升产能，除通过改善工作流程来提升工作效率外，公司还在联合供应商合作伙伴一起想办法。</p><p>据悉，近期小米推出的新车型SU7 Ultra，其首单量已超过1万台，目标人群主要为30岁至35岁的消费者，其中传统豪华车换购用户占比高达80%至90%，来自BBA的用户超过6000万。</p><p>来源：读创财经</p></article></body></html>","source":"tencent","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\" 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>每卖一辆车亏4.5万！雷军仍“狂飙”：交付目标增至35万台</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每卖一辆车亏4.5万！雷军仍“狂飙”：交付目标增至35万台\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-23 22:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250323230114a6a0eaf5&s=b><strong>读创客户端</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，小米集团发布2024年第四季度及全年财报，小米集团全年总收入3659亿元，同比增长35%；全年经调整净利润272亿元，同比增长41.3%。汽车业务方面，截至2024年12月31日，小米汽车共交付了136854辆小米SU7系列汽车，单车平均亏损约4.53万元。智能汽车方面，截至2024年12月31日，小米汽车共交付136854辆小米SU7系列汽车，智能电动汽车的ASP（平均销售价格）为每辆...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250323230114a6a0eaf5&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","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","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) 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SGD","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250323230114a6a0eaf5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2521011252","content_text":"近日，小米集团发布2024年第四季度及全年财报，小米集团全年总收入3659亿元，同比增长35%；全年经调整净利润272亿元，同比增长41.3%。汽车业务方面，截至2024年12月31日，小米汽车共交付了136854辆小米SU7系列汽车，单车平均亏损约4.53万元。智能汽车方面，截至2024年12月31日，小米汽车共交付136854辆小米SU7系列汽车，智能电动汽车的ASP（平均销售价格）为每辆234479元。但在这份光鲜成绩单背后，一个刺眼的数据却引发热议，根据全年数据，每卖出一台均价23.4万元的小米SU7，公司就要倒贴4.5万元。财报显示，小米集团智能电动汽车等创新业务在2024年实现营业收入328亿元，占总体收入的9%。其中，智能电动汽车销售收入为321亿元，其他相关业务收入为7亿元，综合毛利率18.5%，智能电动汽车等创新业务经调整净亏损人民币62亿元。小米集团合伙人、总裁卢伟冰在财报电话会上表示，小米内部对汽车业务没有非常明确的盈利时间表要求，但会努力改善该业务的盈利情况。相比于2024上半年单车亏损额超6万的情况，小米汽车亏损幅度有所收窄。卢伟冰曾表示，对于小米的汽车业务亏损，其一是当前小米汽车规模比较小，汽车是典型的需要规模经济的行业；其二是小米汽车第一辆车投入巨大，成本消化还需要时间。此外，作为纯电轿车，小米SU7在所有的车型里面成本是最高的，因为电池非常贵。值得一提的是，发布财报当日，雷军通过微博宣布，将2025年全年交付目标从30万辆上调至35万辆。卢伟冰称，目前小米汽车单月订单量还在不断增加中，交付压力非常大，正在全力提升产能，除通过改善工作流程来提升工作效率外，公司还在联合供应商合作伙伴一起想办法。据悉，近期小米推出的新车型SU7 Ultra，其首单量已超过1万台，目标人群主要为30岁至35岁的消费者，其中传统豪华车换购用户占比高达80%至90%，来自BBA的用户超过6000万。来源：读创财经","news_type":1,"symbols_score_info":{"81810":0.9,"01810":1,"XIACY":0.6,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415264993517824,"gmtCreate":1742402799866,"gmtModify":1742402801782,"author":{"id":"202718568488584","authorId":"202718568488584","name":"左右摇摆的韭菜","avatar":"https://static.laohu8.com/6e5245f02440f03379eeb28d71c9eca0","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"202718568488584","authorIdStr":"202718568488584"},"themes":[],"htmlText":"是想说美元吧","listText":"是想说美元吧","text":"是想说美元吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415264993517824","repostId":"2520426649","repostType":2,"repost":{"id":"2520426649","kind":"news","pubTimestamp":1742368740,"share":"https://www.laohu8.com/m/news/2520426649?lang=zh_CN&edition=full","pubTime":"2025-03-19 15:19","market":"us","language":"zh","title":"大摩：予小米集团-W“增持”评级 目标价45港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2520426649","media":"新浪港股","summary":"　　摩根士丹利发布研报称，给予小米集团-W“增持”评级，目标价为45港元。该行称，小米集团2024年第四季盈利大幅超出预期，收入增长加上利润率提升，推动下毛利较该行预测高出12%，成本协同效应更令经营利润超出预期约87%。憧憬未来几个月将有更多正面催化剂出现，大摩相信小米2025年向好趋势可持续。","content":"<html><body><div>\n<div>\n<div>\n<img src=\"http://image.sinajs.cn/n/hk/min/640x360xxfhd/01810.png\"/>\n</div>\n<div>\n<div>\n<span>热点栏目</span>\n<s></s>\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n</div>\n客户端\n</div>\n</div>\n<p>　　<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>发布研报称，给予<span><a href=\"https://laohu8.com/S/01810\">小米集团-W</a></span><span></span>（01810）“增持”评级，目标价为45港元。该行称，小米集团2024年第四季盈利大幅超出预期，收入增长加上利润率提升，推动下毛利较该行预测高出12%，成本协同效应更令经营利润超出预期约87%。憧憬未来几个月将有更多正面催化剂出现，大摩相信小米2025年向好趋势可持续。又指基于小米SU7</p>\n<p>　　Ultra的成功，集团已开始其高端化之旅，未来产品平均售价可望提升，并有助于推动其高端智能手机的渗透率及人工智能物联网产品增长动能。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：史丽君 </p>\n</div></body></html>","source":"sina","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\" 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>大摩：予小米集团-W“增持”评级 目标价45港元</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; 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href=\"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-03-19/doc-ineqepam1643336.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://finance.sina.com.cn/stock/hkstock/hkgg/2025-03-19/doc-ineqepam1643336.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2520426649","content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　摩根士丹利发布研报称，给予小米集团-W（01810）“增持”评级，目标价为45港元。该行称，小米集团2024年第四季盈利大幅超出预期，收入增长加上利润率提升，推动下毛利较该行预测高出12%，成本协同效应更令经营利润超出预期约87%。憧憬未来几个月将有更多正面催化剂出现，大摩相信小米2025年向好趋势可持续。又指基于小米SU7\n　　Ultra的成功，集团已开始其高端化之旅，未来产品平均售价可望提升，并有助于推动其高端智能手机的渗透率及人工智能物联网产品增长动能。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：史丽君","news_type":1,"symbols_score_info":{"01810":1}},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414868974539056,"gmtCreate":1742304953479,"gmtModify":1742304955698,"author":{"id":"202718568488584","authorId":"202718568488584","name":"左右摇摆的韭菜","avatar":"https://static.laohu8.com/6e5245f02440f03379eeb28d71c9eca0","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"202718568488584","authorIdStr":"202718568488584"},"themes":[],"htmlText":"等等10年也不一定","listText":"等等10年也不一定","text":"等等10年也不一定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414868974539056","isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":959943262,"gmtCreate":1589765386256,"gmtModify":1704190510351,"author":{"id":"202718568488584","authorId":"202718568488584","name":"左右摇摆的韭菜","avatar":"https://static.laohu8.com/6e5245f02440f03379eeb28d71c9eca0","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"202718568488584","idStr":"202718568488584"},"themes":[],"htmlText":"<a 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18:00","market":"hk","language":"zh","title":"小米青年公寓，来了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2512630412","media":"蓝鲸财经","summary":"用小米手机，开小米汽车，住小米公寓，吹小米空调，看小米电视，要实现了。在迈点看来，小米未来极有可能全面进入长租公寓市场。近日，小米市场部管培生赵长琳在其社媒上发布了一则视频，其与多位年轻的小米员工作为“内部代言人”，一同参观了即将开业的小米青年公寓。","content":"<html><body><blockquote>\n<p>文｜迈点</p>\n</blockquote>\n<p>用小米手机，开小米汽车，住小米公寓，吹小米空调，看小米电视，要实现了。在迈点看来，小米未来极有可能全面进入长租公寓市场。</p>\n<p><strong>01 没有小米不做的!</strong></p>\n<p>近日，小米市场部管<a href=\"https://laohu8.com/S/PSO\">培生</a>赵长琳（抖音、小红书昵称“二赵上道”）在其社媒上发布了一则视频，其与多位年轻的小米员工作为“内部代言人”，一同参观了即将开业的小米青年公寓。</p>\n<p><img border=\"0\" src=\"https://img.jiemian.com/jiemian/original/20250220/174002227662912000.jpg\" width=\"1080\"/></p>\n<p>图注：小红书用户“二赵上道”笔记截图</p>\n<p>据了解，小米青年公寓位于北京市昌平区朱辛庄区域，紧邻京藏高速和小米昌平未来产业园区，占地面积5.13万平方米，建筑面积约11.49万平方米，包含5栋集租房、5栋配套单体、3个地下车库及4个人防出入口，房源总计2658套。</p>\n<p>在居住空间上，小米青年公寓主打面向单身或者小家庭的一居室，房间内配有独立卫生间，家用电器、家具家私等配备齐全，住户可实现“拎包入住”。与此同时，公寓内还配有厨房等公共区域，可满足年轻人的社交需求。</p>\n<p><img border=\"0\" src=\"https://img.jiemian.com/jiemian/original/20250220/174002229764707500.jpg\" width=\"1080\"/></p>\n<p>图注：小红书用户“二赵上道”笔记截图</p>\n<p>相关人士指出，小米青年公寓旨在为小米昌平未来产业园区的年轻科技人才提供过渡性住房解决方案，公寓的启用将有效减轻小米员工在租房方面面临的难题。尤其是对于很多刚刚毕业的“北漂”毕业生而言，租房难、租房远、租房贵一直是他们生活中的一大痛点，通过入驻小米青年公寓，能够解决其后顾之忧，从而全身心的投入到工作中。</p>\n<p>值得一提的是，虽然小米青年公寓面向的是小米的内部员工，但在赵长琳的社媒上，也有很多用户留言表示很期待项目的开业。比如小红书用户“log”留言称，“好期待！！校招生也可以吗！出公告可以踢踢我吗？”小红书用户“空”留言称，“我去，建议全国推广”......</p>\n<p>可以看到，作为以智能手机起家，并逐步延伸到智能硬件、汽车等产业的“网红”公司，小米颇受国人，尤其是年轻人的关注。很多网友也调侃到，“没有小米不做的！”</p>\n<p><strong>02 为智能家居时代铺路?</strong></p>\n<p>事实上，小米在长租公寓领域的布局由来已久。早在2014年，雷军旗下的顺为资本向YOU+国际青年公寓投资了1亿元人民币。雷军投资的初衷，并非完全站在投资回报的视角上，他一直所向往的，是为小米的年轻人，打造一个专属的小米社区，而YOU+国际青年公寓的创始人刘昕、刘洋的理念恰好与其不谋而合。</p>\n<p>不过，YOU+国际青年公寓后续的发展却不及预期，旗下门店出现被租客投诉甲醛超标、屋顶每逢雨天就严重渗水甚至亏损闭店等问题，品牌口碑急转直下。随后，雷军在公共场合也逐步淡化了与YOU+国际青年公寓的关系。</p>\n<p>虽然首次试水长租公寓并不成功，但并未浇灭雷军的“公寓梦”。2021年，小米斥资7亿元成立了全资子公司米公寓（北京）商业运营管理有限公司，正式涉足长租公寓业务。彼时，此消息一经传出，网友们纷纷议论小米要做房地产了，小米公关部王化也不得不在微博上公开辟谣，表示此举只是为了运营小米员工的公寓，提升员工幸福感而已。</p>\n<p><img border=\"0\" src=\"https://img.jiemian.com/jiemian/original/20250220/174002231811037500.png\" width=\"1196\"/></p>\n<p>图注：米公寓公司工商信息</p>\n<p>不过，结合小米的发展战略来看，其未来全面进入长租公寓市场也并非没有可能。</p>\n<p>早在2014年，小米便开始战略布局智能家居业务，提出了“1+4+X”业务战略。其中，“1”指小米手机，作为核心设备；“4”指四个入口型产品，包括智能电视、智能音箱、智能路由器和笔记本电脑；“X”则代表小米通过投资、管理生态链企业以及与第三方合作的形式共建的物联网生态圈。</p>\n<p>2016年，小米推出了“米家”品牌，进一步布局智能家居市场，并于2019年正式启动了“手机+AIoT”双引擎战略，2020年又调整为“手机×AIoT”，强调乘法效应。</p>\n<p>2023年，小米的战略正式由“手机×IoT”升级为“人车家全生态”，即通过小米自主研发的澎湃OS系统，实现移动终端、家居智能设备和小米汽车之间的低延迟深度互联，推动全生态的闭环发展。</p>\n<p>从战略的升级进阶可以清晰看出，小米对于家庭场景的重视程度。因此，迈点认为，小米进军长租公寓市场，并非完全为了解决员工的后顾之忧，也有可能是在为未来的发展战略打基础。</p>\n<p>一方面，长租公寓的目标客群主要以年轻人为主，这与小米不谋而合，能够强化自身的品牌价值；另一方面，在智能家居市场尚处于引入期的背景下，未来长租公寓能够成为“线下体验馆”，起到“体验式营销”的作用。</p>\n<p>考虑到小米的业务模式主要以“轻资产”为主，倘若未来小米全面发力长租公寓市场，那么其大概率会以品牌管理输出的方式进行扩张。届时，以营销见长的雷军，势必会在长租公寓市场内掀起一阵“米旋风”，这对于多数长租公寓品牌而言，并不是好消息。毕竟，相比于小米这样的消费品品牌，多数长租公寓的品牌知名度与号召力，太弱了。</p>\n<p>所以，未来小米会成为长租公寓市场的“程咬金”吗？</p>\n</body></html>","source":"lanjinger_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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小米青年公寓，来了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-20 18:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/251282><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文｜迈点\n\n用小米手机，开小米汽车，住小米公寓，吹小米空调，看小米电视，要实现了。在迈点看来，小米未来极有可能全面进入长租公寓市场。\n01 没有小米不做的!\n近日，小米市场部管培生赵长琳（抖音、小红书昵称“二赵上道”）在其社媒上发布了一则视频，其与多位年轻的小米员工作为“内部代言人”，一同参观了即将开业的小米青年公寓。\n\n图注：小红书用户“二赵上道”笔记截图\n据了解，小米青年公寓位于北京市昌平区...</p>\n\n<a href=\"https://www.lanjinger.com/d/251282\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" 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INC","XIACY":"小米集团ADR","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC"},"source_url":"https://www.lanjinger.com/d/251282","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2512630412","content_text":"文｜迈点\n\n用小米手机，开小米汽车，住小米公寓，吹小米空调，看小米电视，要实现了。在迈点看来，小米未来极有可能全面进入长租公寓市场。\n01 没有小米不做的!\n近日，小米市场部管培生赵长琳（抖音、小红书昵称“二赵上道”）在其社媒上发布了一则视频，其与多位年轻的小米员工作为“内部代言人”，一同参观了即将开业的小米青年公寓。\n\n图注：小红书用户“二赵上道”笔记截图\n据了解，小米青年公寓位于北京市昌平区朱辛庄区域，紧邻京藏高速和小米昌平未来产业园区，占地面积5.13万平方米，建筑面积约11.49万平方米，包含5栋集租房、5栋配套单体、3个地下车库及4个人防出入口，房源总计2658套。\n在居住空间上，小米青年公寓主打面向单身或者小家庭的一居室，房间内配有独立卫生间，家用电器、家具家私等配备齐全，住户可实现“拎包入住”。与此同时，公寓内还配有厨房等公共区域，可满足年轻人的社交需求。\n\n图注：小红书用户“二赵上道”笔记截图\n相关人士指出，小米青年公寓旨在为小米昌平未来产业园区的年轻科技人才提供过渡性住房解决方案，公寓的启用将有效减轻小米员工在租房方面面临的难题。尤其是对于很多刚刚毕业的“北漂”毕业生而言，租房难、租房远、租房贵一直是他们生活中的一大痛点，通过入驻小米青年公寓，能够解决其后顾之忧，从而全身心的投入到工作中。\n值得一提的是，虽然小米青年公寓面向的是小米的内部员工，但在赵长琳的社媒上，也有很多用户留言表示很期待项目的开业。比如小红书用户“log”留言称，“好期待！！校招生也可以吗！出公告可以踢踢我吗？”小红书用户“空”留言称，“我去，建议全国推广”......\n可以看到，作为以智能手机起家，并逐步延伸到智能硬件、汽车等产业的“网红”公司，小米颇受国人，尤其是年轻人的关注。很多网友也调侃到，“没有小米不做的！”\n02 为智能家居时代铺路?\n事实上，小米在长租公寓领域的布局由来已久。早在2014年，雷军旗下的顺为资本向YOU+国际青年公寓投资了1亿元人民币。雷军投资的初衷，并非完全站在投资回报的视角上，他一直所向往的，是为小米的年轻人，打造一个专属的小米社区，而YOU+国际青年公寓的创始人刘昕、刘洋的理念恰好与其不谋而合。\n不过，YOU+国际青年公寓后续的发展却不及预期，旗下门店出现被租客投诉甲醛超标、屋顶每逢雨天就严重渗水甚至亏损闭店等问题，品牌口碑急转直下。随后，雷军在公共场合也逐步淡化了与YOU+国际青年公寓的关系。\n虽然首次试水长租公寓并不成功，但并未浇灭雷军的“公寓梦”。2021年，小米斥资7亿元成立了全资子公司米公寓（北京）商业运营管理有限公司，正式涉足长租公寓业务。彼时，此消息一经传出，网友们纷纷议论小米要做房地产了，小米公关部王化也不得不在微博上公开辟谣，表示此举只是为了运营小米员工的公寓，提升员工幸福感而已。\n\n图注：米公寓公司工商信息\n不过，结合小米的发展战略来看，其未来全面进入长租公寓市场也并非没有可能。\n早在2014年，小米便开始战略布局智能家居业务，提出了“1+4+X”业务战略。其中，“1”指小米手机，作为核心设备；“4”指四个入口型产品，包括智能电视、智能音箱、智能路由器和笔记本电脑；“X”则代表小米通过投资、管理生态链企业以及与第三方合作的形式共建的物联网生态圈。\n2016年，小米推出了“米家”品牌，进一步布局智能家居市场，并于2019年正式启动了“手机+AIoT”双引擎战略，2020年又调整为“手机×AIoT”，强调乘法效应。\n2023年，小米的战略正式由“手机×IoT”升级为“人车家全生态”，即通过小米自主研发的澎湃OS系统，实现移动终端、家居智能设备和小米汽车之间的低延迟深度互联，推动全生态的闭环发展。\n从战略的升级进阶可以清晰看出，小米对于家庭场景的重视程度。因此，迈点认为，小米进军长租公寓市场，并非完全为了解决员工的后顾之忧，也有可能是在为未来的发展战略打基础。\n一方面，长租公寓的目标客群主要以年轻人为主，这与小米不谋而合，能够强化自身的品牌价值；另一方面，在智能家居市场尚处于引入期的背景下，未来长租公寓能够成为“线下体验馆”，起到“体验式营销”的作用。\n考虑到小米的业务模式主要以“轻资产”为主，倘若未来小米全面发力长租公寓市场，那么其大概率会以品牌管理输出的方式进行扩张。届时，以营销见长的雷军，势必会在长租公寓市场内掀起一阵“米旋风”，这对于多数长租公寓品牌而言，并不是好消息。毕竟，相比于小米这样的消费品品牌，多数长租公寓的品牌知名度与号召力，太弱了。\n所以，未来小米会成为长租公寓市场的“程咬金”吗？","news_type":1,"symbols_score_info":{"81810":0.6,"XIACY":0.6,"01810":1}},"isVote":1,"tweetType":1,"viewCount":801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391074673201512,"gmtCreate":1736482961055,"gmtModify":1736483725894,"author":{"id":"202718568488584","authorId":"202718568488584","name":"左右摇摆的韭菜","avatar":"https://static.laohu8.com/6e5245f02440f03379eeb28d71c9eca0","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"202718568488584","idStr":"202718568488584"},"themes":[],"htmlText":"<a 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