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lala jennie

lala jennie

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01-22

$小米集团-W(01810)$

01-20

$小米集团-W(01810)$

01-20

$上证指数(000001.SH)$

01-05

写的好

雷军想把失去的拿回来

2025-11-13

老虎这种低质量新闻也推送，新闻行业的严谨呢？

小米SU7常州再起火！车主称“锂电池未及时取出”

2025-11-12

如何拉黑这种文章啊，好low

抱歉，原内容已删除

去老虎APP查看更多动态

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260105111854a49d1128&s=b><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>少了些宏大叙事和苦情戏码，多了些细节呈现和实在回应，雷军在跨年直播中反而比2025年度演讲呈现出更多“改变”。这场原定于12月31日晚举行的跨年直播，因雷军感冒加重推迟到1月3日晚，也恰恰因此避开了线下狂欢和线上晚会扎堆的节点，收获了更多关注。长达四小时的直播中，小米工程师现场拆解并详细介绍了一辆YU7，雷军也正面回应了小字营销、7000名法务、不让农民卖小米、“绿化带战神”等多个敏感质疑。雷军...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260105111854a49d1128&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","01810":"小米集团-W","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) 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Ultra刷新纽北圈速纪录，YU7开售3分钟大定超20万台的高光时刻；一边是接连经历高速事故、机盖挖孔宣传、OTA锁功率、SU7召回等争议。而雷军沉寂多时后复出的年度演讲，不仅没能改善现状，还因大众的“苦情审美疲劳”，成为了舆论与资本集中宣泄不满的节点，进一步加剧了口碑下滑。对应到港股市场，小米股价从年内高点一度下跌近40%。这一点，和年中突然爆发的全网吐槽“理想车主素质”高度相似，批判和嘲讽小米已经成为了社交平台上的一种政治正确，尤其是“米黑”群体本就规模庞大，在多重催化剂之下，大众很容易被裹挟其中，演变为一场全民狂欢。如同雷军在直播中所说，“希望大家多说公道话，不要为流量故意找茬”。在某种程度上，小米是冤的，“7000法务”、“黄毛专属车”等舆论更多是为黑而黑，“被误伤”是小米当下的常态；但小米也不冤，小字营销、碳纤维机盖、OTA锁功率等争议，背后折射出的是大众对小米的高期望和现实的错配。欲戴皇冠必承其重，长期站在聚光灯中央的小米，在流量方面吃足了红利，也必然需要承受更多的审视，以及更严苛的要求。如同小字营销一样，行业惯例的说法并不能说服大众，小米必须要做得比同行更好才行。在销量与盈利方面的突破。标志着小米成功切入中高端市场并站稳脚跟，但“少年得志”的小米汽车，也在爆发式增长中暴露出品控、公关、用户管理等多重短板。事实上，近期的小米已经在悄然改变。我们在日前的小米手机发布会上注意到，小米已经取消了海报小字，雷军也在此次直播中总结，小字确实是行业陋习，小米会马上改，提升信息透明度。整场直播中，安全能力是贯穿始终的一条主线，持续聚焦技术与安全表现；同时小米已经完成了一万多人的免费高阶驾驶培训，小米工厂也接待了超13万名工业游客。这是一个积极的信号，即雷军开始从务虚转为务实，而小米也对质疑给出了更为明确的态度和改进方向。但小米在主观能动性方面也许还可以做得更多，例如断章取义、恶意剪辑、尬黑等依然是直播中的关键词，雷军也表示“被黑出心理阴影”，这意味着小米仍然在试图说服和教育用户——按照史蒂芬·柯维在《高效能人士的七个习惯》中的理论，小米向外归因有余，而向内归因不足。尽管小米还处于至暗时刻，但不可否认的是，无论从销量还是毛利层面，小米依然是新势力头部玩家之一，对应到小米的极短造车历史，是非常难得的一点。同时小米手机的高端化转型也卓有成效，在4000~6000元价格段逐渐站稳脚跟。更为重要的一点是，小米依然具有一定的想象空间。这主要来自小米独特的IoT生态，其覆盖“人-车-家”的庞大IoT设备体量，在数据和应用方面拥有极大的先天优势。简单来说，IoT正是小米撬动AI的有力杠杆，这不仅是小米汽车智驾能力的“弯道超车”机会，也是小米在AI时代更进一步的深厚筹码。罗福莉加入小米仅一个多月就交出阶段性成果，MiMo大模型在代码与智能体能力上跻身全球开源模型Top 2，这不仅来自罗福莉的个人能力，也与小米的生态支持密不可分。在未来，基于AI能力全面打通IoT生态布局的小米，或将迎来属于自己的“飞轮效应”。事实上，小米目前面临的处境，也是大公司迈向伟大公司的必经之路。海外方面，苹果此前的“降频门”，亚马逊的卖家与员工压榨，谷歌的垄断与隐私争议，都曾让其深陷舆论漩涡；而在国内，此前腾讯的“毒害青少年”与“抄袭模仿”，阿里巴巴的“福报”，字节跳动早期的“低俗内容”等，也都让他们一度遭受不亚于小米的嘲讽与批评。关键之处在于对待挫折的态度，是从中吸取经验教训，使之成为自己成长道路上的养分；还是让挫折成为沉重的枷锁，在不断地自我怀疑和抱怨中日渐消沉。小米已经开始了积极地改变，效果是否明显和持久，则取决于其自身态度和决心有多大。想要实现从“网红”到“长红”的跃迁，小米更需要的，一是保持平常心，二是苦练基本功。","news_type":1,"symbols_score_info":{"81810":0.6,"HXXD.SI":0.6,"MIUmain":0.6,"XIACY":1.96,"01810":1.96}},"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499680076476784,"gmtCreate":1763017954016,"gmtModify":1763018666113,"author":{"id":"3543702369224598","authorId":"3543702369224598","name":"lala jennie","avatar":"https://static.tigerbbs.com/f2601aeb70b2c06d1a956d19e75c353a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3543702369224598","idStr":"3543702369224598"},"themes":[],"title":"","htmlText":"老虎这种低质量新闻也推送，新闻行业的严谨呢？","listText":"老虎这种低质量新闻也推送，新闻行业的严谨呢？","text":"老虎这种低质量新闻也推送，新闻行业的严谨呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499680076476784","repostId":"2583555350","repostType":2,"repost":{"id":"2583555350","kind":"news","pubTimestamp":1763016060,"share":"https://www.laohu8.com/m/news/2583555350?lang=zh_CN&edition=full","pubTime":"2025-11-13 14:41","market":"hk","language":"zh","title":"小米SU7常州再起火！车主称“锂电池未及时取出”","url":"https://stock-news.laohu8.com/highlight/detail?id=2583555350","media":"国际金融报","summary":"小米汽车又起火了。11月10日，小米汽车起火的视频引起网络关注。当晚21时，江苏常州钟楼区邹区工业大道，一辆小米SU7突发起火。截至发稿，小米官方并未对此事件作出说明，同时常州消防表示，该事件并无人员伤亡，起火原因正在调查中。事故发生后一天，着火车车主在接受媒体采访时表示，由于车里带的锂电池着火了，没有及时拿出来，导致车辆起火。这并非小米汽车今年第一次起火。","content":"<div>\n<p>小米汽车又起火了。11月10日，小米汽车起火的视频引起网络关注。当晚21时，江苏常州钟楼区邹区工业大道，一辆小米SU7突发起火。网传现场视频显示，车辆火势凶猛，车身被大火完全吞没，燃烧时间将近半小时。据常州消防介绍，起火的小米汽车为徐州牌照，车辆在高速上发生故障，请拖车拖下高速后，在路边发生冒烟起火。截至发稿，小米官方并未对此事件作出说明，同时常州消防表示，该事件并无人员伤亡，起火原因正在调查中。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111314445697667b76&s=b\">网页链接</a>\n\n</div>\n","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 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111314445697667b76&s=b><strong>国际金融报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小米汽车又起火了。11月10日，小米汽车起火的视频引起网络关注。当晚21时，江苏常州钟楼区邹区工业大道，一辆小米SU7突发起火。网传现场视频显示，车辆火势凶猛，车身被大火完全吞没，燃烧时间将近半小时。据常州消防介绍，起火的小米汽车为徐州牌照，车辆在高速上发生故障，请拖车拖下高速后，在路边发生冒烟起火。截至发稿，小米官方并未对此事件作出说明，同时常州消防表示，该事件并无人员伤亡，起火原因正在调查中。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111314445697667b76&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","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","01810":"小米集团-W","BK1502":"双十一","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","XIACY":"小米集团ADR","LU0254981946.USD":"HSBC GIF 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ACC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","HXXD.SI":"Xiaomi HK SDR 2to1","BK1521":"挪威政府全球养老基金持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111314445697667b76&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2583555350","content_text":"小米汽车又起火了。11月10日，小米汽车起火的视频引起网络关注。当晚21时，江苏常州钟楼区邹区工业大道，一辆小米SU7突发起火。网传现场视频显示，车辆火势凶猛，车身被大火完全吞没，燃烧时间将近半小时。据常州消防介绍，起火的小米汽车为徐州牌照，车辆在高速上发生故障，请拖车拖下高速后，在路边发生冒烟起火。截至发稿，小米官方并未对此事件作出说明，同时常州消防表示，该事件并无人员伤亡，起火原因正在调查中。事故发生后一天，着火车车主在接受媒体采访时表示，由于车里带的锂电池着火了，没有及时拿出来，导致车辆起火。这并非小米汽车今年第一次起火。3月29日，安徽德上高速池祁段一辆小米SU7标准版以97km/h速度撞击隔离带水泥桩后电池组爆燃，3名乘客全部遇难；10月13日，成都天府大道南段一辆小米SU7 Ultra追尾出租车后失控撞向绿化带，翻滚至对向车道起火，驾驶员死亡；同年山东青岛一辆小米SU7 Ultra与工地突然窜出车辆碰撞，副驾易燃物品起火，好在无人员伤亡。不仅如此，今年小米已经两次召回产品，累计召回14.77万辆。1月，其宣布召回3.09万辆SU7标准版，修复软件授时异常问题；9月召回11.68万辆SU7标准版，通过OTA升级修复高速领航辅助识别不足问题，针对车门解锁隐患，计划优化电池包与乘员舱隔离结构，改进电子门把手应急机制。销量方面，10月小米汽车实现销售48654辆，截至当月末累计销量约为30.62万辆，按照今年销量目标35万辆至40万辆算，距离最低目标仅差5万辆，未来两个月达成目标概率较大。相较销量完成，当前小米更大的压力在于频发的安全事故以及由此带来的舆论效应。近期高盛报告称，对冲基金已对小米股票转为看空，并可能将空头仓位维持至财报季。其机构经纪主要客户对小米股票的空头仓位在过去一周内上升了53%。过去两周机构交易明显偏向纯卖出方向，且主要沽压来自养老基金与对冲基金。高盛表示，从对冲基金的反馈来看，小米目前至少在短期内成为普遍的做空/卖出目标，原因包括缺乏催化因素、安全性疑虑、工厂建设延误，以及电动车业务虽经近期推广仍难提振销售。高盛分析师也将其目标价下调了10%以上，理由是存储芯片成本上涨带来利润率压力。同时，小米股价也在近期出现大幅回落。6月27日，小米集团（01810.HK）股价迎来全年高点61.45港元/股，这一峰值出现在小米YU7汽车发布会后的第二个交易日，当时小米股价开盘即跳涨8%，市值一度攀升至1.54万亿港元。而截至11月11日收盘，小米集团股价报42.98港元，已经较年内峰值跌超30%。","news_type":1,"symbols_score_info":{"81810":0.6,"XIACY":0.6,"MIUmain":0.6,"01810":1.5,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499237870563520,"gmtCreate":1762909892124,"gmtModify":1762910421413,"author":{"id":"3543702369224598","authorId":"3543702369224598","name":"lala jennie","avatar":"https://static.tigerbbs.com/f2601aeb70b2c06d1a956d19e75c353a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3543702369224598","idStr":"3543702369224598"},"themes":[],"title":"","htmlText":"如何拉黑这种文章啊，好low","listText":"如何拉黑这种文章啊，好low","text":"如何拉黑这种文章啊，好low","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499237870563520","repostId":"2582731557","repostType":2,"isVote":1,"tweetType":1,"viewCount":908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":499237870563520,"gmtCreate":1762909892124,"gmtModify":1762910421413,"author":{"id":"3543702369224598","authorId":"3543702369224598","name":"lala jennie","avatar":"https://static.tigerbbs.com/f2601aeb70b2c06d1a956d19e75c353a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3543702369224598","idStr":"3543702369224598"},"themes":[],"title":"","htmlText":"如何拉黑这种文章啊，好low","listText":"如何拉黑这种文章啊，好low","text":"如何拉黑这种文章啊，好low","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499237870563520","repostId":"2582731557","repostType":2,"repost":{"id":"2582731557","kind":"news","pubTimestamp":1762902773,"share":"https://www.laohu8.com/m/news/2582731557?lang=zh_CN&edition=full","pubTime":"2025-11-12 07:12","market":"hk","language":"zh","title":"小米不是有了工厂就万事大吉 不改变忽悠风格还是会失去用户信任","url":"https://stock-news.laohu8.com/highlight/detail?id=2582731557","media":"家电魂","summary":"据了解，小米这座在武汉的智能家电工厂目前主要是生产空调。有人或许会说，以前小米没有制造工厂，都是依靠代工生产的，质量问题不是小米的错，锅应该是代工工厂来背。况且追求极致价格的小米，给到代工厂的订制费用极低。但小米现在营销话术不仅是苍白更是作呕，唯一的选择是回归产品本质，严控产品质量，重新构建社会和用户的信任链条，不过这可是一条艰难而漫长的道路。","content":"<html><body><article><p><strong>【题记】</strong></p><p><strong>尽管小米<a href=\"https://laohu8.com/S/01630\">建成</a>了自己的智能化工厂，但专业人士认为，质量管理能力仍需长期积累，不是有了生产线就能把控品质。唯一出路还是踏踏实实把产品做好。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251112071949611v206ipsti9vpx3z\"/><p><strong>仪</strong>||撰文</p><p>10月28日，<a href=\"https://laohu8.com/S/XIACY\">小米</a>智能家电工厂正式投产。据雷军发微博称，“这是继手机工厂、汽车工厂后，<a href=\"https://laohu8.com/S/01810\">小米</a>的第三座大型智能工厂，……。”一期项目聚焦空调，未来还将扩展到冰箱、洗衣机等全品类家电。</p><p>据了解，<a href=\"https://laohu8.com/S/81810\">小米</a>这座在武汉的智能家电工厂目前主要是生产空调。用雷军的话说，“这座数字化工厂每6.5秒就能下线一台高端空调，关键部件可以实现100%AI视觉质检。”</p><p>对此，一些网友就说，小米现在有了自己的空调工厂，小米大家电业务“贴牌”“代工”的质疑声也就烟消云散，小米空调的品质终于掌握在自己手里，再拿小米没有制造能力管控品质就没有由头了。</p><p>当然也有家电行业人士认为，在小米进入从手机进入大家电以来，秉承独具的互联网营销模式，并且极度放大这种效应。短期内确实可以圈粉无数，但是空调是耐用消费品，并且对技术要求比较高，对品质的管理把控难度要比其他家电品大。如果品质不能在多年使用中积累口碑，复购时用户会不会再选择就是问题。</p><p>以小米空调来说，近年来确实是高歌猛进，2025年第一季度<span>出货</span>110万台，同比增长65%；第二季度出货超540万台，同比增长超60%。截至2025冷年结束的8月末，总销量已达750万台，超越2024年全年销量。</p><p>不过，随之而来的是投诉量疯涨。据消费保平台统计数据显示，2025年前三季度家电投诉量为4576件，而小米一家就独占了2404件，占比高达46.63%，比格力、美的、<a href=\"https://laohu8.com/S/06690\">海尔</a>等前十品牌加起来都多。换句话说，市场上每产生两起家电投诉，就有一起与小米有关。</p><p>有人或许会说，以前小米没有制造工厂，都是依靠代工生产的，质量问题不是小米的错，锅应该是代工工厂来背。不过小米就没有监督、检验和验收责任吗？况且追求极致价格的小米，给到代工厂的订制费用极低。代工厂采用什么样的原材料才会不亏损，想一想就明白了。</p><p>虽然现在小米的智能化工厂建成投产，从常理来讲对未来的产品品控就有了很好的保证。专业人士回答很客观，从理论上讲有了自己的工厂，能够直接把控产品的生产流程，品质应该是有保障的，关键一方面要有长期积累的技术管理能力，另一方面本身还要有长期主义的经营理念。</p><p>但这位专业人士还特别强调，质量管理能力还需要一定时间的积累，不是说有了生产线就有能力自己把控品质。现在行业有产线的品牌不少，但能把控品质做到高端的也就那么几家。这都是这些品牌经过多年技术积累，才获得的品质管理能力。</p><p>大家电是耐用消费品，品质需要多年的积累。海尔恰恰是经过了张瑞敏当年砸冰箱，才砸出海尔高品质不是说凭空而来，格力、美的的制造能力也是有着超过40年的沉淀积累，才有了敢说包修10年的底气。</p><p>但小米在营销中长期存在忽悠用户的现象，就以产品命名来说，将其过度艺术化的做法就引起了用户的反感。特别是，小米长期在宣传文案的华丽辞藻与备注的“套路”，已经引发包括米粉在内的用户反感。</p><p>有这样一个段子很能说明问题。某用户在社交平台爆料称，自己咨询小米客服后得知，“巨省电”仅是空调系列名称，并非性能指标。这一说法迅速引发热议，这种误导用户的手法与小米汽车的座椅比<a href=\"https://laohu8.com/S/RACE\">法拉利</a>多一度一样，这不是忽悠是什么？</p><p>一位经销商朋友就说，高性价比和营销是小米长期以来的制胜法宝，可空调和大家电都不是快消品，而是需要经得起时间验证的耐用品。动听的话术可以赢得一时，却无法维持长久的用户信赖。</p><p>就今年而言，小米的话术营销已经出现反噬。吃瓜群众总结了小米营销的梗，“比一元钱硬币还要薄”，后背椅“最大调节角度135度，比迈巴赫多1度”，“空调调节温度能精准到26.8度”，……，雷人的话术令人愕然，怎能不引起消费者厌恶。</p><p>对于互联网时代诞生小米来说，家电行业是希望其好，能给家电未来创出一条新路来。但小米现在营销话术不仅是苍白更是作呕，唯一的选择是回归产品本质，严控产品质量，重新构建社会和用户的信任链条，不过这可是一条艰难而漫长的道路。</p><p><strong>=====</strong></p><p><strong>家电魂：</strong><strong>深度解码家电行业热点事件，梳理家电厂商转型变革历程，互联网时代家电业最具深度自媒体。文章未经授权严禁</strong><strong>转载，违者必究！</strong></p><p><strong>=====</strong></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>小米不是有了工厂就万事大吉 不改变忽悠风格还是会失去用户信任</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ 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.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小米不是有了工厂就万事大吉 不改变忽悠风格还是会失去用户信任\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-12 07:12 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251112071958a6f2dab9&s=b><strong>家电魂</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【题记】尽管小米建成了自己的智能化工厂，但专业人士认为，质量管理能力仍需长期积累，不是有了生产线就能把控品质。唯一出路还是踏踏实实把产品做好。仪||撰文10月28日，小米智能家电工厂正式投产。据雷军发微博称，“这是继手机工厂、汽车工厂后，小米的第三座大型智能工厂，……。”一期项目聚焦空调，未来还将扩展到冰箱、洗衣机等全品类家电。据了解，小米这座在武汉的智能家电工厂目前主要是生产空调。用雷军的话说，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251112071958a6f2dab9&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","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","BK1502":"双十一","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" 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(AUDHDG) ACC","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251112071958a6f2dab9&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2582731557","content_text":"【题记】尽管小米建成了自己的智能化工厂，但专业人士认为，质量管理能力仍需长期积累，不是有了生产线就能把控品质。唯一出路还是踏踏实实把产品做好。仪||撰文10月28日，小米智能家电工厂正式投产。据雷军发微博称，“这是继手机工厂、汽车工厂后，小米的第三座大型智能工厂，……。”一期项目聚焦空调，未来还将扩展到冰箱、洗衣机等全品类家电。据了解，小米这座在武汉的智能家电工厂目前主要是生产空调。用雷军的话说，“这座数字化工厂每6.5秒就能下线一台高端空调，关键部件可以实现100%AI视觉质检。”对此，一些网友就说，小米现在有了自己的空调工厂，小米大家电业务“贴牌”“代工”的质疑声也就烟消云散，小米空调的品质终于掌握在自己手里，再拿小米没有制造能力管控品质就没有由头了。当然也有家电行业人士认为，在小米进入从手机进入大家电以来，秉承独具的互联网营销模式，并且极度放大这种效应。短期内确实可以圈粉无数，但是空调是耐用消费品，并且对技术要求比较高，对品质的管理把控难度要比其他家电品大。如果品质不能在多年使用中积累口碑，复购时用户会不会再选择就是问题。以小米空调来说，近年来确实是高歌猛进，2025年第一季度出货110万台，同比增长65%；第二季度出货超540万台，同比增长超60%。截至2025冷年结束的8月末，总销量已达750万台，超越2024年全年销量。不过，随之而来的是投诉量疯涨。据消费保平台统计数据显示，2025年前三季度家电投诉量为4576件，而小米一家就独占了2404件，占比高达46.63%，比格力、美的、海尔等前十品牌加起来都多。换句话说，市场上每产生两起家电投诉，就有一起与小米有关。有人或许会说，以前小米没有制造工厂，都是依靠代工生产的，质量问题不是小米的错，锅应该是代工工厂来背。不过小米就没有监督、检验和验收责任吗？况且追求极致价格的小米，给到代工厂的订制费用极低。代工厂采用什么样的原材料才会不亏损，想一想就明白了。虽然现在小米的智能化工厂建成投产，从常理来讲对未来的产品品控就有了很好的保证。专业人士回答很客观，从理论上讲有了自己的工厂，能够直接把控产品的生产流程，品质应该是有保障的，关键一方面要有长期积累的技术管理能力，另一方面本身还要有长期主义的经营理念。但这位专业人士还特别强调，质量管理能力还需要一定时间的积累，不是说有了生产线就有能力自己把控品质。现在行业有产线的品牌不少，但能把控品质做到高端的也就那么几家。这都是这些品牌经过多年技术积累，才获得的品质管理能力。大家电是耐用消费品，品质需要多年的积累。海尔恰恰是经过了张瑞敏当年砸冰箱，才砸出海尔高品质不是说凭空而来，格力、美的的制造能力也是有着超过40年的沉淀积累，才有了敢说包修10年的底气。但小米在营销中长期存在忽悠用户的现象，就以产品命名来说，将其过度艺术化的做法就引起了用户的反感。特别是，小米长期在宣传文案的华丽辞藻与备注的“套路”，已经引发包括米粉在内的用户反感。有这样一个段子很能说明问题。某用户在社交平台爆料称，自己咨询小米客服后得知，“巨省电”仅是空调系列名称，并非性能指标。这一说法迅速引发热议，这种误导用户的手法与小米汽车的座椅比法拉利多一度一样，这不是忽悠是什么？一位经销商朋友就说，高性价比和营销是小米长期以来的制胜法宝，可空调和大家电都不是快消品，而是需要经得起时间验证的耐用品。动听的话术可以赢得一时，却无法维持长久的用户信赖。就今年而言，小米的话术营销已经出现反噬。吃瓜群众总结了小米营销的梗，“比一元钱硬币还要薄”，后背椅“最大调节角度135度，比迈巴赫多1度”，“空调调节温度能精准到26.8度”，……，雷人的话术令人愕然，怎能不引起消费者厌恶。对于互联网时代诞生小米来说，家电行业是希望其好，能给家电未来创出一条新路来。但小米现在营销话术不仅是苍白更是作呕，唯一的选择是回归产品本质，严控产品质量，重新构建社会和用户的信任链条，不过这可是一条艰难而漫长的道路。=====家电魂：深度解码家电行业热点事件，梳理家电厂商转型变革历程，互联网时代家电业最具深度自媒体。文章未经授权严禁转载，违者必究！=====","news_type":1,"symbols_score_info":{"81810":0.6,"XIACY":0.6,"MIUmain":0.6,"HXXD.SI":0.6,"01810":1.5}},"isVote":1,"tweetType":1,"viewCount":908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524659889357072,"gmtCreate":1769067452287,"gmtModify":1769067453670,"author":{"id":"3543702369224598","authorId":"3543702369224598","name":"lala 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11:17","market":"hk","language":"zh","title":"雷军想把失去的拿回来","url":"https://stock-news.laohu8.com/highlight/detail?id=2601711850","media":"澎湃新闻","summary":"在过去的大半年中，小米持续深陷舆论漩涡，至今仍然没有看到有好转的迹象，这个时候雷军必须再次站出来，用自身和公司的行动，来扭转公众对小米的看法，以确保订单量不会后继乏力。2026年，小米将有4款新车发布，同时继续朝55万辆的交付目标努力。","content":"<div>\n<p>少了些宏大叙事和苦情戏码，多了些细节呈现和实在回应，雷军在跨年直播中反而比2025年度演讲呈现出更多“改变”。这场原定于12月31日晚举行的跨年直播，因雷军感冒加重推迟到1月3日晚，也恰恰因此避开了线下狂欢和线上晚会扎堆的节点，收获了更多关注。长达四小时的直播中，小米工程师现场拆解并详细介绍了一辆YU7，雷军也正面回应了小字营销、7000名法务、不让农民卖小米、“绿化带战神”等多个敏感质疑。雷军...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260105111854a49d1128&s=b\">网页链接</a>\n\n</div>\n","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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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260105111854a49d1128&s=b><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>少了些宏大叙事和苦情戏码，多了些细节呈现和实在回应，雷军在跨年直播中反而比2025年度演讲呈现出更多“改变”。这场原定于12月31日晚举行的跨年直播，因雷军感冒加重推迟到1月3日晚，也恰恰因此避开了线下狂欢和线上晚会扎堆的节点，收获了更多关注。长达四小时的直播中，小米工程师现场拆解并详细介绍了一辆YU7，雷军也正面回应了小字营销、7000名法务、不让农民卖小米、“绿化带战神”等多个敏感质疑。雷军...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260105111854a49d1128&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","01810":"小米集团-W","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) 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Ultra刷新纽北圈速纪录，YU7开售3分钟大定超20万台的高光时刻；一边是接连经历高速事故、机盖挖孔宣传、OTA锁功率、SU7召回等争议。而雷军沉寂多时后复出的年度演讲，不仅没能改善现状，还因大众的“苦情审美疲劳”，成为了舆论与资本集中宣泄不满的节点，进一步加剧了口碑下滑。对应到港股市场，小米股价从年内高点一度下跌近40%。这一点，和年中突然爆发的全网吐槽“理想车主素质”高度相似，批判和嘲讽小米已经成为了社交平台上的一种政治正确，尤其是“米黑”群体本就规模庞大，在多重催化剂之下，大众很容易被裹挟其中，演变为一场全民狂欢。如同雷军在直播中所说，“希望大家多说公道话，不要为流量故意找茬”。在某种程度上，小米是冤的，“7000法务”、“黄毛专属车”等舆论更多是为黑而黑，“被误伤”是小米当下的常态；但小米也不冤，小字营销、碳纤维机盖、OTA锁功率等争议，背后折射出的是大众对小米的高期望和现实的错配。欲戴皇冠必承其重，长期站在聚光灯中央的小米，在流量方面吃足了红利，也必然需要承受更多的审视，以及更严苛的要求。如同小字营销一样，行业惯例的说法并不能说服大众，小米必须要做得比同行更好才行。在销量与盈利方面的突破。标志着小米成功切入中高端市场并站稳脚跟，但“少年得志”的小米汽车，也在爆发式增长中暴露出品控、公关、用户管理等多重短板。事实上，近期的小米已经在悄然改变。我们在日前的小米手机发布会上注意到，小米已经取消了海报小字，雷军也在此次直播中总结，小字确实是行业陋习，小米会马上改，提升信息透明度。整场直播中，安全能力是贯穿始终的一条主线，持续聚焦技术与安全表现；同时小米已经完成了一万多人的免费高阶驾驶培训，小米工厂也接待了超13万名工业游客。这是一个积极的信号，即雷军开始从务虚转为务实，而小米也对质疑给出了更为明确的态度和改进方向。但小米在主观能动性方面也许还可以做得更多，例如断章取义、恶意剪辑、尬黑等依然是直播中的关键词，雷军也表示“被黑出心理阴影”，这意味着小米仍然在试图说服和教育用户——按照史蒂芬·柯维在《高效能人士的七个习惯》中的理论，小米向外归因有余，而向内归因不足。尽管小米还处于至暗时刻，但不可否认的是，无论从销量还是毛利层面，小米依然是新势力头部玩家之一，对应到小米的极短造车历史，是非常难得的一点。同时小米手机的高端化转型也卓有成效，在4000~6000元价格段逐渐站稳脚跟。更为重要的一点是，小米依然具有一定的想象空间。这主要来自小米独特的IoT生态，其覆盖“人-车-家”的庞大IoT设备体量，在数据和应用方面拥有极大的先天优势。简单来说，IoT正是小米撬动AI的有力杠杆，这不仅是小米汽车智驾能力的“弯道超车”机会，也是小米在AI时代更进一步的深厚筹码。罗福莉加入小米仅一个多月就交出阶段性成果，MiMo大模型在代码与智能体能力上跻身全球开源模型Top 2，这不仅来自罗福莉的个人能力，也与小米的生态支持密不可分。在未来，基于AI能力全面打通IoT生态布局的小米，或将迎来属于自己的“飞轮效应”。事实上，小米目前面临的处境，也是大公司迈向伟大公司的必经之路。海外方面，苹果此前的“降频门”，亚马逊的卖家与员工压榨，谷歌的垄断与隐私争议，都曾让其深陷舆论漩涡；而在国内，此前腾讯的“毒害青少年”与“抄袭模仿”，阿里巴巴的“福报”，字节跳动早期的“低俗内容”等，也都让他们一度遭受不亚于小米的嘲讽与批评。关键之处在于对待挫折的态度，是从中吸取经验教训，使之成为自己成长道路上的养分；还是让挫折成为沉重的枷锁，在不断地自我怀疑和抱怨中日渐消沉。小米已经开始了积极地改变，效果是否明显和持久，则取决于其自身态度和决心有多大。想要实现从“网红”到“长红”的跃迁，小米更需要的，一是保持平常心，二是苦练基本功。","news_type":1,"symbols_score_info":{"81810":0.6,"HXXD.SI":0.6,"MIUmain":0.6,"XIACY":1.96,"01810":1.96}},"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499680076476784,"gmtCreate":1763017954016,"gmtModify":1763018666113,"author":{"id":"3543702369224598","authorId":"3543702369224598","name":"lala 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14:41","market":"hk","language":"zh","title":"小米SU7常州再起火！车主称“锂电池未及时取出”","url":"https://stock-news.laohu8.com/highlight/detail?id=2583555350","media":"国际金融报","summary":"小米汽车又起火了。11月10日，小米汽车起火的视频引起网络关注。当晚21时，江苏常州钟楼区邹区工业大道，一辆小米SU7突发起火。截至发稿，小米官方并未对此事件作出说明，同时常州消防表示，该事件并无人员伤亡，起火原因正在调查中。事故发生后一天，着火车车主在接受媒体采访时表示，由于车里带的锂电池着火了，没有及时拿出来，导致车辆起火。这并非小米汽车今年第一次起火。","content":"<div>\n<p>小米汽车又起火了。11月10日，小米汽车起火的视频引起网络关注。当晚21时，江苏常州钟楼区邹区工业大道，一辆小米SU7突发起火。网传现场视频显示，车辆火势凶猛，车身被大火完全吞没，燃烧时间将近半小时。据常州消防介绍，起火的小米汽车为徐州牌照，车辆在高速上发生故障，请拖车拖下高速后，在路边发生冒烟起火。截至发稿，小米官方并未对此事件作出说明，同时常州消防表示，该事件并无人员伤亡，起火原因正在调查中。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111314445697667b76&s=b\">网页链接</a>\n\n</div>\n","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 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111314445697667b76&s=b><strong>国际金融报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小米汽车又起火了。11月10日，小米汽车起火的视频引起网络关注。当晚21时，江苏常州钟楼区邹区工业大道，一辆小米SU7突发起火。网传现场视频显示，车辆火势凶猛，车身被大火完全吞没，燃烧时间将近半小时。据常州消防介绍，起火的小米汽车为徐州牌照，车辆在高速上发生故障，请拖车拖下高速后，在路边发生冒烟起火。截至发稿，小米官方并未对此事件作出说明，同时常州消防表示，该事件并无人员伤亡，起火原因正在调查中。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111314445697667b76&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","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","01810":"小米集团-W","BK1502":"双十一","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","XIACY":"小米集团ADR","LU0254981946.USD":"HSBC GIF 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ACC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","HXXD.SI":"Xiaomi HK SDR 2to1","BK1521":"挪威政府全球养老基金持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111314445697667b76&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2583555350","content_text":"小米汽车又起火了。11月10日，小米汽车起火的视频引起网络关注。当晚21时，江苏常州钟楼区邹区工业大道，一辆小米SU7突发起火。网传现场视频显示，车辆火势凶猛，车身被大火完全吞没，燃烧时间将近半小时。据常州消防介绍，起火的小米汽车为徐州牌照，车辆在高速上发生故障，请拖车拖下高速后，在路边发生冒烟起火。截至发稿，小米官方并未对此事件作出说明，同时常州消防表示，该事件并无人员伤亡，起火原因正在调查中。事故发生后一天，着火车车主在接受媒体采访时表示，由于车里带的锂电池着火了，没有及时拿出来，导致车辆起火。这并非小米汽车今年第一次起火。3月29日，安徽德上高速池祁段一辆小米SU7标准版以97km/h速度撞击隔离带水泥桩后电池组爆燃，3名乘客全部遇难；10月13日，成都天府大道南段一辆小米SU7 Ultra追尾出租车后失控撞向绿化带，翻滚至对向车道起火，驾驶员死亡；同年山东青岛一辆小米SU7 Ultra与工地突然窜出车辆碰撞，副驾易燃物品起火，好在无人员伤亡。不仅如此，今年小米已经两次召回产品，累计召回14.77万辆。1月，其宣布召回3.09万辆SU7标准版，修复软件授时异常问题；9月召回11.68万辆SU7标准版，通过OTA升级修复高速领航辅助识别不足问题，针对车门解锁隐患，计划优化电池包与乘员舱隔离结构，改进电子门把手应急机制。销量方面，10月小米汽车实现销售48654辆，截至当月末累计销量约为30.62万辆，按照今年销量目标35万辆至40万辆算，距离最低目标仅差5万辆，未来两个月达成目标概率较大。相较销量完成，当前小米更大的压力在于频发的安全事故以及由此带来的舆论效应。近期高盛报告称，对冲基金已对小米股票转为看空，并可能将空头仓位维持至财报季。其机构经纪主要客户对小米股票的空头仓位在过去一周内上升了53%。过去两周机构交易明显偏向纯卖出方向，且主要沽压来自养老基金与对冲基金。高盛表示，从对冲基金的反馈来看，小米目前至少在短期内成为普遍的做空/卖出目标，原因包括缺乏催化因素、安全性疑虑、工厂建设延误，以及电动车业务虽经近期推广仍难提振销售。高盛分析师也将其目标价下调了10%以上，理由是存储芯片成本上涨带来利润率压力。同时，小米股价也在近期出现大幅回落。6月27日，小米集团（01810.HK）股价迎来全年高点61.45港元/股，这一峰值出现在小米YU7汽车发布会后的第二个交易日，当时小米股价开盘即跳涨8%，市值一度攀升至1.54万亿港元。而截至11月11日收盘，小米集团股价报42.98港元，已经较年内峰值跌超30%。","news_type":1,"symbols_score_info":{"81810":0.6,"XIACY":0.6,"MIUmain":0.6,"01810":1.5,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}