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雷文

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- 雷文雷文
  ·11-28
  低价带来的后果就是低质，时间一长，口碑必然崩塌。
  价格征战12年！小米家电真的收手了！
  从2013年小米正式杀入电视业开始，小米家电就被业内冠以“价格杀手”的恶名。12年前，小米电视上市，主打价格战，成为互联网电视的坏小孩，并因此而收获了首批家电米粉。12年后，小米家电“好战”的骂名依旧留存在每个老家电人的心底。不过，近两年，小米家电的战略定位确实发生了改变，那就是不再发起价格战。
  价格征战12年！小米家电真的收手了！
  96 评论
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- 雷文雷文
  ·11-26
  $京东(JD)$ 京东车说是也有问题。
  331 评论
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- 雷文雷文
  ·11-15
  $雾芯科技(RLX)$ 目前走在正确的轨道上，只要二年时间，股价上10元还是很有希望。
  687 评论
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- 雷文雷文
  ·11-07
  $泡泡玛特(09992)$ 好了，都是韭菜，在经济下行的时候，说这个话，死定了
  499 评论
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- 雷文雷文
  ·09-16
  这个就是激光雷达的龙头企业。就像蜜雪冰城这种龙头企业一样，看好至少250
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- 雷文雷文
  ·03-15
  $雾芯科技(RLX)$ 按本季度财报情况来看，下季度运行利润可能就会持平，走上正轨。
  1,456 评论
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- 雷文雷文
  ·2024-10-17
  $贝壳(BEKE)$ 经济不好，房地产不可能好，房价高的时候，不知道对预售房，公用面积，房地产税等一系列问题改革整治，只盯着房价，现在跌下来了，想救都救不活，日本等了30年，凭啥我们三年就能上涨？豺狼当道,安问狐狸。
  2,784 评论
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- 雷文雷文
  ·2024-10-15
  $老虎证券(TIGR)$ 还好，前几天12块3都跑掉了
  2,135 评论
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- 雷文雷文
  ·2021-12-01
  $老虎证券(TIGR)$报表数据还好，为什么还跌成这样?
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- 雷文雷文
  ·2021-11-24
  $Faraday Future(FFIE)$不是很明白，国内为什么还会有人买这个股票？
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17:01","market":"hk","language":"zh","title":"价格征战12年！小米家电真的收手了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2586245635","media":"新浪财经","summary":"从2013年 小米 正式杀入电视业开始， 小米 家电就被业内冠以“价格杀手”的恶名。12年前， 小米 电视上市，主打价格战，成为 互联网 电视的坏小孩，并因此而收获了首批家电米粉。12年后， 小米 家电“好战”的骂名依旧留存在每个老家电人的心底。不过，近两年， 小米 家电的战略定位确实发生了改变，那就是不再发起价格战。","content":"<html><body><article><p>从2013年 <a href=\"https://laohu8.com/S/XIACY\">小米</a> 正式杀入电视业开始， <a href=\"https://laohu8.com/S/01810\">小米</a> 家电就被业内冠以“价格杀手”的恶名。征战12年一轮回，对比现在的 <a href=\"https://laohu8.com/S/81810\">小米</a> 家电与初始的他，我们发现 小米 家电确实变了：价格战退场，“弃价”转身。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251127171147355d152jg3jln0t9iw\"/><p>曾凭借高性价比快速切入家电市场的 小米 ，如今正在摒弃它最初赖以制胜的武器。12年前， 小米 电视上市，主打价格战，成为 互联网 电视的坏小孩，并因此而收获了首批家电米粉。7年前 小米 空调 切入，价格同样明显低于市场均价，再次引起 消费者 的追捧。 小米 电视与空调两大品类都以低价楔入市场，引发竞争对手跟进，两大产业由此价格战不断升级。</p><p>12年后， 小米 家电“好战”的骂名依旧留存在每个老家电人的心底。不过，近两年， 小米 家电的战略定位确实发生了改变，那就是不再发起价格战。据家电人观察，现在无论是在 <a href=\"https://laohu8.com/S/JD\">京东</a> 、 淘宝 ，还是<a href=\"https://laohu8.com/S/PDD\">拼多多</a>， 小米 电视和空调的价格已经不是最低。</p><p>同品类的电视，海信Vidda、 康佳 、长虹、创维都有与其价格不相上下的产品；空调在双十一价格大战期间，华凌、统帅、<a href=\"https://laohu8.com/S/01070\">TCL</a>、海信等品牌同类产品的价格都明显低于 小米 空调。从竞争最激烈的中低端市场来看， 小米 电视和空调在价格上已经不占优势。</p><p>从 小米 管理层的表态上我们也可以得到同样的验证。“ 小米 不参与家电行业的价格内卷、不在意短期排名，一个月、一个季度的排名根本不重要”，2025年8月的业绩电话会上， 小米 集团总裁卢伟冰这样回应家电市场的竞争格局。</p><p>小米 家电为何要收手价格战？</p><p>小米 选择“收手”，是市场激烈竞争多重压力下的结果。</p><p>从竞争对手来看，无论是电视，还是空调， 美的 、 格力 、<a href=\"https://laohu8.com/S/06690\">海尔</a>、海信、TCL等品牌都是实力不凡的大集团联手作战，在技术积累和资金实力上都要比 小米 家电有优势。死拼价格，只能是两败俱伤。</p><p>从自身来看，品牌升级需求迫在眉睫，单纯低价已难以支撑品质提升与技术研发。随着 小米 武汉家电工厂的投产， 小米 家电不再是轻<span>资产</span>上阵，而是要肩负更多的成本与责任。 小米 试图摆脱“低价平质”标签，转向“品质与性价比兼顾”的定位。</p><p>还有核心的一点， 小米 依赖的IoT生态优势未能有效转化为家电核心竞争力。在空调压缩机等关键部件上， 小米 仍依赖 美的 、 格力 旗下供应链；冰箱等重技术品类中，消费者更信赖传统品牌的可靠性，对生态功能关注度较低。后期 小米 家电如想自身打通产业链，还有很长的路要走。</p><p>近日， 小米 集团发布三季度财报中提到， 小米 智能大家电收入同比减少15.7%，环比减少64.8%，主要是由于中国大陆空调出货量季节性减少、国家补贴退坡以及竞争加剧所致。可见， 小米 家电在“寒冬”中同样面临大幅滑坡的困境。</p><p>小米 家电高增长神话将按下暂停键，收手价格战是挺过家电业困顿期的无奈之举，也是一个品牌健康 持续发展 的必需。</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>价格征战12年！小米家电真的收手了！</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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class=\"title\">\n价格征战12年！小米家电真的收手了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-27 17:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251127171148a714e9a1&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>从2013年 小米 正式杀入电视业开始， 小米 家电就被业内冠以“价格杀手”的恶名。征战12年一轮回，对比现在的 小米 家电与初始的他，我们发现 小米 家电确实变了：价格战退场，“弃价”转身。曾凭借高性价比快速切入家电市场的 小米 ，如今正在摒弃它最初赖以制胜的武器。12年前， 小米 电视上市，主打价格战，成为 互联网 电视的坏小孩，并因此而收获了首批家电米粉。7年前 小米 空调 切入，价格同样...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251127171148a714e9a1&s=b\">Web Link</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","LU0441854154.USD":"JPM ASIA PACIFIC EQUITY \"A\" (USD) ACC","XIACY":"小米集团ADR","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0117841782.USD":"JPM GREATER CHINA \"A\" (USD) 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家电的战略定位确实发生了改变，那就是不再发起价格战。据家电人观察，现在无论是在 京东 、 淘宝 ，还是拼多多， 小米 电视和空调的价格已经不是最低。同品类的电视，海信Vidda、 康佳 、长虹、创维都有与其价格不相上下的产品；空调在双十一价格大战期间，华凌、统帅、TCL、海信等品牌同类产品的价格都明显低于 小米 空调。从竞争最激烈的中低端市场来看， 小米 电视和空调在价格上已经不占优势。从 小米 管理层的表态上我们也可以得到同样的验证。“ 小米 不参与家电行业的价格内卷、不在意短期排名，一个月、一个季度的排名根本不重要”，2025年8月的业绩电话会上， 小米 集团总裁卢伟冰这样回应家电市场的竞争格局。小米 家电为何要收手价格战？小米 选择“收手”，是市场激烈竞争多重压力下的结果。从竞争对手来看，无论是电视，还是空调， 美的 、 格力 、海尔、海信、TCL等品牌都是实力不凡的大集团联手作战，在技术积累和资金实力上都要比 小米 家电有优势。死拼价格，只能是两败俱伤。从自身来看，品牌升级需求迫在眉睫，单纯低价已难以支撑品质提升与技术研发。随着 小米 武汉家电工厂的投产， 小米 家电不再是轻资产上阵，而是要肩负更多的成本与责任。 小米 试图摆脱“低价平质”标签，转向“品质与性价比兼顾”的定位。还有核心的一点， 小米 依赖的IoT生态优势未能有效转化为家电核心竞争力。在空调压缩机等关键部件上， 小米 仍依赖 美的 、 格力 旗下供应链；冰箱等重技术品类中，消费者更信赖传统品牌的可靠性，对生态功能关注度较低。后期 小米 家电如想自身打通产业链，还有很长的路要走。近日， 小米 集团发布三季度财报中提到， 小米 智能大家电收入同比减少15.7%，环比减少64.8%，主要是由于中国大陆空调出货量季节性减少、国家补贴退坡以及竞争加剧所致。可见， 小米 家电在“寒冬”中同样面临大幅滑坡的困境。小米 家电高增长神话将按下暂停键，收手价格战是挺过家电业困顿期的无奈之举，也是一个品牌健康 持续发展 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还好，前几天12块3都跑掉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360108955181184","isVote":1,"tweetType":1,"viewCount":2135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603925372,"gmtCreate":1638355552690,"gmtModify":1638356083631,"author":{"id":"3548885494936411","authorId":"3548885494936411","name":"雷文","avatar":"https://static.tigerbbs.com/bb8a4189222949e33e73b49e073c3423","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548885494936411","idStr":"3548885494936411"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>报表数据还好，为什么还跌成这样?","listText":"<a 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Future(FFIE)$不是很明白，国内为什么还会有人买这个股票？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/874802275","isVote":1,"tweetType":1,"viewCount":8932,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092235522509780","authorId":"4092235522509780","name":"Tonychen1985","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4092235522509780","idStr":"4092235522509780"},"content":"这么说吧，投十万块，输了就是输十万，万一升到市值300亿，十万变一百万。十万博一百万你觉得赌得过吗？现在哪家做电动车的市值不过300亿，所以说赌赚十倍的概率还是有的","text":"这么说吧，投十万块，输了就是输十万，万一升到市值300亿，十万变一百万。十万博一百万你觉得赌得过吗？现在哪家做电动车的市值不过300亿，所以说赌赚十倍的概率还是有的","html":"这么说吧，投十万块，输了就是输十万，万一升到市值300亿，十万变一百万。十万博一百万你觉得赌得过吗？现在哪家做电动车的市值不过300亿，所以说赌赚十倍的概率还是有的"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}