但愿人长韭的个人主页 - 老虎社区

但愿人长韭

但愿人长韭

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IP属地：辽宁

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但愿人长韭

2021-03-22

$小米集团-W(01810)$生生不息，息=自心=芯

但愿人长韭

2021-02-03

$小米集团-W(01810)$不知真假，自己看吧。

但愿人长韭

2020-12-29

$小米集团-W(01810)$我说小米，你说牛！小米牛

但愿人长韭

2020-11-16

$云米科技(VIOT)$为什么没公布双11战报？

但愿人长韭

2020-10-30

$云米科技(VIOT)$今天多了这么多买盘？什么情况。

但愿人长韭

2020-10-28

持仓多少啊

@云凤鸣歧:$云米科技(VIOT)$一定会有不俗的表现，我相信，我重仓。💪💪🙏🙏

但愿人长韭

2020-05-25

生态链老板想不想成为高管，好老板也不一定就是个好高管。

小米成为紫米大股东，雷军的一盘大棋？

但愿人长韭

2020-05-11

$小米集团-W(01810)$美林这么买，总感觉会埋伏一波。不知道在什么价位。

但愿人长韭

2020-02-25

回复 @王大晨:那得坚持到，2019第一季度的财报！什么时候啊。//@王大晨:我也空了，至少坚持到财报吧

@空军大队长:$海底捞(06862)$简直是庄股

但愿人长韭

2020-02-18

$吉利德科学(GILD)$ 我要被震出去了，玩不起。太耽误事了。

但愿人长韭

2020-02-18

$小米集团-W(01810)$ 秒没了……

但愿人长韭

2020-02-14

$小米集团-W(01810)$ 13.06加仓！

但愿人长韭

2020-02-13

$小米集团-W(01810)$ 来自股东的宠爱。半仓不动，半仓做t6个月。永远相信美好的事情即将发生，让每个人都能享受科技的乐趣。2020武汉加油加油，小米加油，祖国昌盛。

但愿人长韭

2020-02-13

$小米集团-W(01810)$ 我米对得起所有米粉，ps(股东米粉除外)。

但愿人长韭

2020-02-12

$小米集团-W(01810)$ 无论如何我都想不明白为啥在股票上还不如一个20来天没营业亏了十几亿的海底捞。

但愿人长韭

2020-02-10

$吉利德科学(GILD)$ 更新了老虎突然不会看持仓了。。。

但愿人长韭

2020-02-10

$小米集团-W(01810)$ 吃掉这1000万股空头怕是要肝颤一下。

但愿人长韭

2020-02-07

$小米集团-W(01810)$ 你特么的果然要绿，能不能给力点老铁！

但愿人长韭

2020-01-30

$小米集团-W(01810)$ 还好空了15万的海底捞不然惨了

但愿人长韭

2020-01-30

$海底捞(06862)$ 你终于正常了！看到26至少

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/VIOT\">$云米科技(VIOT)$</a>一定会有不俗的表现，我相信，我重仓。💪💪🙏🙏","text":"$云米科技(VIOT)$一定会有不俗的表现，我相信，我重仓。💪💪🙏🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/978516838","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":953291397,"gmtCreate":1590401287519,"gmtModify":1704192433214,"author":{"id":"3494283870952942","authorId":"3494283870952942","name":"但愿人长韭","avatar":"https://static.tigerbbs.com/d11f14a0b7f2ea1981260acdf7223277","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"生态链老板想不想成为高管，好老板也不一定就是个好高管。","listText":"生态链老板想不想成为高管，好老板也不一定就是个好高管。","text":"生态链老板想不想成为高管，好老板也不一定就是个好高管。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/953291397","repostId":"1195126488","repostType":2,"repost":{"id":"1195126488","pubTimestamp":1590368550,"share":"https://www.laohu8.com/m/news/1195126488?lang=&edition=full","pubTime":"2020-05-25 09:02","market":"hk","language":"zh","title":"小米成为紫米大股东，雷军的一盘大棋？","url":"https://stock-news.laohu8.com/highlight/detail?id=1195126488","media":"雷科技","summary":"5月15日（昨天），小米宣布，以1.03亿美元收购紫米27.44%的股份。紫米是小米首批生态链企业，主要负责研发小米移动电源及相关配件，2013年加入小米生态链。自发布首款产品以来，仅仅五年时间，其销量就突破1亿大关，在移动电源领域取得巨大成功。小米收股交易完成后，将拥有紫米49.91%的股权。这个信号似乎也表明，小米“持股不控股”的生态链战略正在发生变化。而5月21日，小米也收购紫米股份，进一步加强对生态链的掌控。","content":"<p><span>3年前，华为高管曾在AWE（中国家电及消费电子展）上表示：</span></p>\n<blockquote>\n “<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>家居和手机的联动在中国谁来做，\n <b>小米来做吗？可是小米要你股份</b>。”\n</blockquote>\n<p><span>3年过去了，小米生态链不仅越来越大，对于参与其中的玩家而言，小米似乎也要得越来越多了。</span></p>\n<p><span>5月15日（昨天），小米宣布，以1.03亿美元收购紫米27.44%的股份。</span></p>\n<p><span>紫米是小米首批生态链企业，主要负责研发小米移动电源及相关配件，2013年加入小米生态链。自发布首款产品以来，仅仅五年时间，其销量就突破1亿大关，在移动电源领域取得巨大成功。</span></p>\n<p><span>小米收股交易完成后，将拥有紫米49.91%的股权。</span></p>\n<p><span>这个信号似乎也表明，小米“持股不控股”的生态链战略正在发生变化。</span></p>\n<p><b><span>城筑：成功的小米生态链</span></b></p>\n<p><span>AIoT指人工智能+物联网，小米自己的定义是“All in IoT”（万物智慧互联）。</span></p>\n<p><span>早在2013年，小米就看到了AIoT的潜力。但是2013年小米体量尚小，无法顾及物联网领域，于是小米启用生态链的战略，通过“投资+孵化”的形式，找专业的人，做专注的事，野蛮生长。</span></p>\n<p><span>小米IoT开发者平台显示，目前小米只专注手机、电视、笔记本、路由器、智能音箱5类自研产品，其他生态中的产品均来自合作伙伴。</span></p>\n<p><span>对于小米来说，通过释放自己的品牌和渠道优势，吸引合作伙伴入局生态链，生态扩张后，还可以共享优质的供应链，进一步提升生态链的竞争力。同时无需自己生产，亲力亲为的轻资产模式也可以在瞬息万变的互联网时代灵活转身，减轻风险。</span></p>\n<p><span>对于生态链企业来说，小米的资金研发营销优势，都是快速成长的巨大助力，</span><span><b>同时小米“持股不控股”的方式，也可以避免自己沦为纯OEM代工贴牌厂商。借力小米发展壮大后，自己可以发展自有品牌，完成蜕变。</b></span></p>\n<p><span>去年，小米集团正式启用“手机+AIoT”双引擎战略，更是首次将AIoT提上与手机相当的战略高度。</span></p>\n<p><span>这种策略取得了巨大成功。</span></p>\n<p><span>小米2019年财报显示，IoT与生活消费品产业营收620.88亿人民币，较2018年增长41.7%，是所有业务里增幅最大的区域，已经接近主营业务智能手机的1/2。华米，云米等多家生态链企业在美上市，科创板的生态链相关企业也有近十家。</span></p>\n<p><span>单就可穿戴设备而言，IDC数据显示，小米2019全球出货量达4千7百万台，占比12.4%，位居全球第二。中国出货量达2489.1万台，占据25.1%的市场份额。</span></p>\n<p><span>据<a href=\"https://laohu8.com/S/600109\">国金证券</a>数据显示，小米生态链企业提供了超过4000个SKU，是目前全球联网设备最多的AIoT平台。截至2019年12月31日，小米生态链参与企业已超过290家，涵盖智能家居，可穿戴设备，智能出行等方方面面。</span></p>\n<p><span>在米家，你不仅可以买到和手机相关的充电宝，手机套，也可以买到牙刷、电池等生活用品。</span></p>\n<p><span>可以说，小米已经打造了现代智能生活的雏形，坐在沙发上，一声“小爱同学”就可以玩转全家。</span></p>\n<p><img src=\"https://static.tigerbbs.com/d7776c36edb018c1a023fe8c26f8b272\" tg-width=\"1080\" tg-height=\"378\"></p>\n<p><b><span>城基：是“蜜饯”，也是“砒霜”</span></b></p>\n<p><span>小米对生态链企业，采用“持股不控股”的策略。持股，是进入生态链的门槛，但小米只持有一部分，并不控制它们。公司在享有生态链红利的同时，还能保持自主发展。</span></p>\n<p><b><span>但进入小米生态链，就要服从性价比的游戏规则</span></b><span>。换句话说，借助小米发展壮大，也要吃利润不行的坑。</span></p>\n<p><span><a href=\"https://laohu8.com/S/688169\">石头科技</a>在招股书中就显示，2016年到2018年，其毛利率仅为19.21%、21.64%和28.79%，低于同行业超过10个百分点。</span></p>\n<p><span>同时，往往在小米生态链中的企业，对于小米的依赖性也极强。这对于一家独立发展的公司非常不利：把鸡蛋都放在这个篮子里，篮子破了怎么办？小米高管说了不当言论，小米某家生态链公司涉嫌抄袭，</span><span><b>所有的生态链公司都将承担风险。</b></span></p>\n<p><img src=\"https://static.tigerbbs.com/a4d1cc02898e42500c4c92e8b029997f\" tg-width=\"1080\" tg-height=\"289\"></p>\n<p><span>商业就是商业。虽然生态链公司是基于小米起家，但既然拥有独立权，当企业发展到小米成为掣肘的时候，它们必将发展自有产品，打造多元化的品牌运营模式。为了提高利润，为了分散风险，也为了摆脱小米。</span></p>\n<p><span>那小米为何还要养大不是自己的孩子？</span></p>\n<p><b><span>因为速度。</span></b><span>AIoT行业太大，如果每个领域都亲力亲为，那啥都做不好。采用“持股不控股”的策略，既可以招募各个行业的人才去做他们专长的事情，不需要自己投入技术成本，也能专注于建立最关键的基石：生态规则。例如统一的产品形象，宣发渠道等。</span></p>\n<p><span>小米当然知道，孩子们或许会自立门户，但它也不会白白养大别人的孩子。</span></p>\n<p><span>除了以持股的方式筛选进入生态链的企业，小米也会根据持股比例区别对待：持股越高，在生态链就能享受更多的资源，例如最重要的曝光。而生态链企业要得越多，依赖也就越大，越离不开。</span></p>\n<p><b><span>石落：养大的孩子成了狼</span></b></p>\n<p><span>但翅膀硬了，谁不想飞？</span></p>\n<p><span>华米作为小米手环的生产商，是目前小米生态链里最成功的企业。</span></p>\n<p><span>2018年，<a href=\"https://laohu8.com/S/HMI\">华米科技</a>登陆纽约证券交易所，不仅成为小米生态链里最先上市的公司，也是中国首家在美上市的智能硬件企业。雷军盛赞其是“小米生态链模式的巨大胜利”。</span></p>\n<p><span>但上市了，还要依靠小米吗?</span></p>\n<p><span>华米科技的创始人黄汪在接受凤凰科技的专访中表示，“在他的计划中，永远不会存在‘脱离小米独立发展’的可能。”</span></p>\n<p><b><span>但“不脱离“不代表”只依赖“。</span></b></p>\n<p><span>早在2015年，华米就推出了自己的品牌Amazfit。但那时，华米尚小，还在小米的喂养下蹒跚，所以Amazfit定位为高端市场，避开小米的猜忌。但仅仅2年后，华米就推出中低端品牌米动，打入300价位，和小米手环左右手互博。</span></p>\n<p><img src=\"https://static.tigerbbs.com/4d9d82166a8dbd44d27a911d16905bdd\" tg-width=\"1080\" tg-height=\"295\"></p>\n<p><span>2019华米宣布Amazfit在中国市场的出货量达到100万台，而据IDC报告现实，2019年，Amazfit在印度、西班牙等多个国家智能手机市场份额都位居第一，超过老大哥小米。</span></p>\n<p><span>同样是属于小米生态链，并成功上市的石头科技，去小米化的力度更大。2019年，石头科技把“去小米化”作为公司策略，推出石头智能扫地<a href=\"https://laohu8.com/S/300024\">机器人</a>，大获成功。2019年其行业市占率达11%，较小米只低4%。</span></p>\n<p><span>不仅如此，小米生态链里的紫米推出自有品牌充电宝，绿米推出自由品牌网关，智米推出自有品牌智能摄像机……</span><span><b>那些靠小米生态链发展壮大的企业，越来越不甘心只做小米的一粒旗子。</b></span></p>\n<p><b><span>复砌：深入产业链</span></b></p>\n<p><span>对于华米的反水，小米采取自研的方式进行反击。</span></p>\n<p><span>小米手环绑定的是“小米运动”App。但你一定发现了，小米从2019年起，陆续推出的小米手表，红米手环等穿戴产品，均绑定的是“小米穿戴”这款应用。</span></p>\n<p><span>因为小米手环和它绑定的“小米运动”，均来自华米。而小米手表和“小米穿戴”，是小米自家的。</span></p>\n<p><span>手环/手表本不在小米的自研区域，小米为何要自己做？</span></p>\n<p><b><span>因为它们太重要了。</span></b></p>\n<p><span>生态链产品的重要性是不同的。合作伙伴的产品可以构建完整的生态链，提供流量。而手环/手表、音箱、电视等则相当于生态链流量的中枢，兵家必争之地，不容有失。所以面对昔日伙伴华米的野心，小米必须自己掌控大局。</span></p>\n<p><span>而5月21日，小米也收购紫米股份，进一步加强对生态链的掌控。</span></p>\n<p><span>但这意味着，小米未来“持股不控股”的投资策略会发生根本性变化吗？</span></p>\n<p><span>对于收购紫米，小米在公告中提到：</span></p>\n<blockquote>\n <span>“董事认为收购事项为小米提供良机。紫米在电源以及多项IoT领域具备技术和研发能力，能够提高小米在5G+AIoT领域的技术竞争力。紫米在电源相关的领域的技术能运用在小米的手机及其他众多IoT产品中，提高产品竞争力，实现产品电源标准化以节约成本。另外紫米在多项IoT领域上具备优秀的技术研发能力和出色的行业资源与运营经验，包括电源相关产品、摄像头及音箱等，能够同时协同和提升小米未来生态链产品的竞争力。”</span>\n</blockquote>\n<p><span>而紫米董事长张峰，早在2016年就加入小米，目前担任集团参谋长，并兼任集团采购委员会主席。收购紫米后，张峰兼任小米笔记本总经理。</span></p>\n<p><span>换句话说，收购一是为了人才，二是为了吸收紫米优秀的供应链经验，进一步反哺生态链，增强整体竞争力。</span></p>\n<p><span>据我们了解，自2019年起，小米投资多个高新材料科技企业，包含大量芯片企业。今年3月6日，小米也战略投资蜻蜓FM，将触角伸向了上下游产业链。</span></p>\n<p><span>因此，我们猜测，未来小米会通过投资，进一步渗透产业链，加强小米生态链的竞争力，同时对于手机相关产业、AIoT中枢产业也会进一步加强掌控力。尽管会面临生态链企业反水，左右手互博的风险，</span><span><b>但为了速度，“持股不控股”的投资策略整体上会保持不变。</b></span></p>\n<p><span>孩子变了，可以再养一个。</span><span><b>速度快，大家好，才是真的好。</b></span></p>","source":"lsy1582507589608","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>小米成为紫米大股东，雷军的一盘大棋？</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; 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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小米成为紫米大股东，雷军的一盘大棋？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-25 09:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Sc4VyFhCbM8Ieax2bhwHnw><strong>雷科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3年前，华为高管曾在AWE（中国家电及消费电子展）上表示：\n\n “智能家居和手机的联动在中国谁来做，\n 小米来做吗？可是小米要你股份。”\n\n3年过去了，小米生态链不仅越来越大，对于参与其中的玩家而言，小米似乎也要得越来越多了。\n5月15日（昨天），小米宣布，以1.03亿美元收购紫米27.44%的股份。\n紫米是小米首批生态链企业，主要负责研发小米移动电源及相关配件，2013年加入小米生态链。自发布...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Sc4VyFhCbM8Ieax2bhwHnw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e6182bcfc4ac2ffb4c38f48068ce9d1c","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://mp.weixin.qq.com/s/Sc4VyFhCbM8Ieax2bhwHnw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195126488","content_text":"3年前，华为高管曾在AWE（中国家电及消费电子展）上表示：\n\n “智能家居和手机的联动在中国谁来做，\n 小米来做吗？可是小米要你股份。”\n\n3年过去了，小米生态链不仅越来越大，对于参与其中的玩家而言，小米似乎也要得越来越多了。\n5月15日（昨天），小米宣布，以1.03亿美元收购紫米27.44%的股份。\n紫米是小米首批生态链企业，主要负责研发小米移动电源及相关配件，2013年加入小米生态链。自发布首款产品以来，仅仅五年时间，其销量就突破1亿大关，在移动电源领域取得巨大成功。\n小米收股交易完成后，将拥有紫米49.91%的股权。\n这个信号似乎也表明，小米“持股不控股”的生态链战略正在发生变化。\n城筑：成功的小米生态链\nAIoT指人工智能+物联网，小米自己的定义是“All in IoT”（万物智慧互联）。\n早在2013年，小米就看到了AIoT的潜力。但是2013年小米体量尚小，无法顾及物联网领域，于是小米启用生态链的战略，通过“投资+孵化”的形式，找专业的人，做专注的事，野蛮生长。\n小米IoT开发者平台显示，目前小米只专注手机、电视、笔记本、路由器、智能音箱5类自研产品，其他生态中的产品均来自合作伙伴。\n对于小米来说，通过释放自己的品牌和渠道优势，吸引合作伙伴入局生态链，生态扩张后，还可以共享优质的供应链，进一步提升生态链的竞争力。同时无需自己生产，亲力亲为的轻资产模式也可以在瞬息万变的互联网时代灵活转身，减轻风险。\n对于生态链企业来说，小米的资金研发营销优势，都是快速成长的巨大助力，同时小米“持股不控股”的方式，也可以避免自己沦为纯OEM代工贴牌厂商。借力小米发展壮大后，自己可以发展自有品牌，完成蜕变。\n去年，小米集团正式启用“手机+AIoT”双引擎战略，更是首次将AIoT提上与手机相当的战略高度。\n这种策略取得了巨大成功。\n小米2019年财报显示，IoT与生活消费品产业营收620.88亿人民币，较2018年增长41.7%，是所有业务里增幅最大的区域，已经接近主营业务智能手机的1/2。华米，云米等多家生态链企业在美上市，科创板的生态链相关企业也有近十家。\n单就可穿戴设备而言，IDC数据显示，小米2019全球出货量达4千7百万台，占比12.4%，位居全球第二。中国出货量达2489.1万台，占据25.1%的市场份额。\n据国金证券数据显示，小米生态链企业提供了超过4000个SKU，是目前全球联网设备最多的AIoT平台。截至2019年12月31日，小米生态链参与企业已超过290家，涵盖智能家居，可穿戴设备，智能出行等方方面面。\n在米家，你不仅可以买到和手机相关的充电宝，手机套，也可以买到牙刷、电池等生活用品。\n可以说，小米已经打造了现代智能生活的雏形，坐在沙发上，一声“小爱同学”就可以玩转全家。\n\n城基：是“蜜饯”，也是“砒霜”\n小米对生态链企业，采用“持股不控股”的策略。持股，是进入生态链的门槛，但小米只持有一部分，并不控制它们。公司在享有生态链红利的同时，还能保持自主发展。\n但进入小米生态链，就要服从性价比的游戏规则。换句话说，借助小米发展壮大，也要吃利润不行的坑。\n石头科技在招股书中就显示，2016年到2018年，其毛利率仅为19.21%、21.64%和28.79%，低于同行业超过10个百分点。\n同时，往往在小米生态链中的企业，对于小米的依赖性也极强。这对于一家独立发展的公司非常不利：把鸡蛋都放在这个篮子里，篮子破了怎么办？小米高管说了不当言论，小米某家生态链公司涉嫌抄袭，所有的生态链公司都将承担风险。\n\n商业就是商业。虽然生态链公司是基于小米起家，但既然拥有独立权，当企业发展到小米成为掣肘的时候，它们必将发展自有产品，打造多元化的品牌运营模式。为了提高利润，为了分散风险，也为了摆脱小米。\n那小米为何还要养大不是自己的孩子？\n因为速度。AIoT行业太大，如果每个领域都亲力亲为，那啥都做不好。采用“持股不控股”的策略，既可以招募各个行业的人才去做他们专长的事情，不需要自己投入技术成本，也能专注于建立最关键的基石：生态规则。例如统一的产品形象，宣发渠道等。\n小米当然知道，孩子们或许会自立门户，但它也不会白白养大别人的孩子。\n除了以持股的方式筛选进入生态链的企业，小米也会根据持股比例区别对待：持股越高，在生态链就能享受更多的资源，例如最重要的曝光。而生态链企业要得越多，依赖也就越大，越离不开。\n石落：养大的孩子成了狼\n但翅膀硬了，谁不想飞？\n华米作为小米手环的生产商，是目前小米生态链里最成功的企业。\n2018年，华米科技登陆纽约证券交易所，不仅成为小米生态链里最先上市的公司，也是中国首家在美上市的智能硬件企业。雷军盛赞其是“小米生态链模式的巨大胜利”。\n但上市了，还要依靠小米吗?\n华米科技的创始人黄汪在接受凤凰科技的专访中表示，“在他的计划中，永远不会存在‘脱离小米独立发展’的可能。”\n但“不脱离“不代表”只依赖“。\n早在2015年，华米就推出了自己的品牌Amazfit。但那时，华米尚小，还在小米的喂养下蹒跚，所以Amazfit定位为高端市场，避开小米的猜忌。但仅仅2年后，华米就推出中低端品牌米动，打入300价位，和小米手环左右手互博。\n\n2019华米宣布Amazfit在中国市场的出货量达到100万台，而据IDC报告现实，2019年，Amazfit在印度、西班牙等多个国家智能手机市场份额都位居第一，超过老大哥小米。\n同样是属于小米生态链，并成功上市的石头科技，去小米化的力度更大。2019年，石头科技把“去小米化”作为公司策略，推出石头智能扫地机器人，大获成功。2019年其行业市占率达11%，较小米只低4%。\n不仅如此，小米生态链里的紫米推出自有品牌充电宝，绿米推出自由品牌网关，智米推出自有品牌智能摄像机……那些靠小米生态链发展壮大的企业，越来越不甘心只做小米的一粒旗子。\n复砌：深入产业链\n对于华米的反水，小米采取自研的方式进行反击。\n小米手环绑定的是“小米运动”App。但你一定发现了，小米从2019年起，陆续推出的小米手表，红米手环等穿戴产品，均绑定的是“小米穿戴”这款应用。\n因为小米手环和它绑定的“小米运动”，均来自华米。而小米手表和“小米穿戴”，是小米自家的。\n手环/手表本不在小米的自研区域，小米为何要自己做？\n因为它们太重要了。\n生态链产品的重要性是不同的。合作伙伴的产品可以构建完整的生态链，提供流量。而手环/手表、音箱、电视等则相当于生态链流量的中枢，兵家必争之地，不容有失。所以面对昔日伙伴华米的野心，小米必须自己掌控大局。\n而5月21日，小米也收购紫米股份，进一步加强对生态链的掌控。\n但这意味着，小米未来“持股不控股”的投资策略会发生根本性变化吗？\n对于收购紫米，小米在公告中提到：\n\n“董事认为收购事项为小米提供良机。紫米在电源以及多项IoT领域具备技术和研发能力，能够提高小米在5G+AIoT领域的技术竞争力。紫米在电源相关的领域的技术能运用在小米的手机及其他众多IoT产品中，提高产品竞争力，实现产品电源标准化以节约成本。另外紫米在多项IoT领域上具备优秀的技术研发能力和出色的行业资源与运营经验，包括电源相关产品、摄像头及音箱等，能够同时协同和提升小米未来生态链产品的竞争力。”\n\n而紫米董事长张峰，早在2016年就加入小米，目前担任集团参谋长，并兼任集团采购委员会主席。收购紫米后，张峰兼任小米笔记本总经理。\n换句话说，收购一是为了人才，二是为了吸收紫米优秀的供应链经验，进一步反哺生态链，增强整体竞争力。\n据我们了解，自2019年起，小米投资多个高新材料科技企业，包含大量芯片企业。今年3月6日，小米也战略投资蜻蜓FM，将触角伸向了上下游产业链。\n因此，我们猜测，未来小米会通过投资，进一步渗透产业链，加强小米生态链的竞争力，同时对于手机相关产业、AIoT中枢产业也会进一步加强掌控力。尽管会面临生态链企业反水，左右手互博的风险，但为了速度，“持股不控股”的投资策略整体上会保持不变。\n孩子变了，可以再养一个。速度快，大家好，才是真的好。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":950087065,"gmtCreate":1589162108357,"gmtModify":1704179339420,"author":{"id":"3494283870952942","authorId":"3494283870952942","name":"但愿人长韭","avatar":"https://static.tigerbbs.com/d11f14a0b7f2ea1981260acdf7223277","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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