小米：要造车？还得再等等_老虎社区_美港股上老虎

小米：要造车？还得再等等

极客公园2021-02-19

年轻人的第一辆电动车，可能就要来了？ 2 月 19 日，据《晚点 LatePost》消息，小米已确定造车，并视其为战略级决策，具体形式和路径还未确定，或许仍有变数。一位知情人士称，小米造车或将由小米集团创始人雷军亲自带队。在过去一段时间里也时不时有小米造车的传闻爆出。早在去年年末，就曾有小米将联合比亚迪推出新车的传闻，但当时小米很快辟谣称「没有造车计划」。今日，小米确定造车的消息一经传出，...

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etc卷商银行为主
·2022-01-27
最近有些互联网公司受到打击，但是像雷军这样好像没有任何影响，多干活少吹高调。
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小闸蟹
·2021-02-20
[无语]
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海边的风
·2021-02-20
看好小米
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- impro:
  同意
  2021-02-20
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虎你真好
·2021-02-20
不会吧........ 期待会有好消息
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2
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宠辱不惊山不转水转
·2021-02-20
都来蹭热度[开心]
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- siewsiew:
  [开心]
  2021-02-20
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Jefflau749
·2021-02-20
加吗
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1
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- 2a6a341c:
  ya
  2021-02-23
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- 2a6a341c:
  oh
  2021-02-27
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- Jefflau749:
  😄
  2021-05-14
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LZWZL_2020
·2021-02-20
雷总要造的东西，我都看好。
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2
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ks1217
·2021-02-19
机会来了
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ken88
·2021-02-19
小米car
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ks1217
·2021-02-19
加吗
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KevinD
·2021-02-19
等等吧，目前市场不稳，芯片缺，国内技术还没发展起来
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darrenlee97
·2021-02-19
加码加码再加码
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年起陆续申请了汽车定速巡航、能源补充、车辆操控、导航、辅助行驶和行车安全等汽车方向的发明专利。\n抓住新造车的风口与机遇\n近年来，新能源汽车的技术不断发展，市场需求逐渐变得更为广阔，新造车已经成为新一代值得抓住的风口与机遇。\n国务院办公厅印发的《新能源汽车产业发展规划（2021—2035 年）》提出，到 2025 年，新能源汽车新车销售量要达到汽车新车销售总量的 20% 左右。这意味着，未来 5 年，新能源汽车将迎来巨大的市场增量，由此也为相关产业链企业的估值奠定了底层基础。\n除此之外，智能电动汽车在股市中也备受追捧。2020 年全年，特斯拉市值涨幅近 7 倍；去年年中上市的小鹏和理想，市值与 IPO 时相比最高涨幅达 300%。就连在 2019 年跌入谷底的蔚来，也在去年一年内最高股价涨幅 14 倍，市值一度超过小米。\n对小米来说，随着智能手机业务逐渐触及天花板，估值难以进一步增长，因此必然要寻找在智能领域全新的增长点。新造车正好为这一增长点提供了不二之选。\n智能电动汽车有着全新的商业模式，新造车公司除了制造汽车靠销售赚钱外，还参与汽车全生命周期的服务，因此得以在全环节获得更多的价值增长，获得更高的估值。\n不断扩张的市场、巨大的增值潜力，再加上特斯拉等行业先行者积累的相对成熟的供应与管理经验，如今加入新造车领域是绝佳的时间点。\n新年伊始，苹果造车的消息成为业内热门话题。据报道，苹果向韩国现代汽车集团提出合作，双方正就合作生产电动汽车并开发电池一事进行谈判。\n1 月 11 日，百度丢出重磅消息，官宣正式组建一家智能汽车公司，以整车制造商的身份进军汽车行业，吉利控股集团将成为新公司的战略合作伙伴，面向乘用车市场。消息一出，百度股价一夜暴涨 700 亿元。\n\n新能源汽车市场的增长毋庸置疑，但随着越来越多巨头入局新造车，这条赛道势必会愈发拥挤，留给小米的时间不多了。\n小米造车的未来\n如今科技公司造车成风，与传统车企合作，造车门槛似乎低了不少。但小米造车也面临着不小的挑战。\n2020 年 9 月正式实施的《新能源汽车生产企业及产品准入管理规定》中，虽然删除了有关「设计开发能力」的要求，降低了新造车入局门槛，但仍要求具备汽车生产能力。这意味着小米首先要和具有生产能力的车厂合作。\n与此同时，造车对资本、渠道、制造、服务等要求都高很多，游戏规则与手机、数码产品截然不同。特斯拉的超级工厂是其竞争力的一部分，蔚来汽车的换电体系是其核心竞争力，这些都需要花费大量的时间去摸索。\n\n资金压力是另一个挑战。以低价建立优势的小米，并不擅长制造利润，2020 年第三季度，小米净利润率仅为 5.7%，同期苹果净利润率则接近 20%。\n小米「毛利润率不高于 5%」的定价策略及其营销能力在汽车行业也未必能够奏效，再加上已有五菱宏光 2.88 万起的 MINIEV 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