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为了买米

为了买米

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IP属地：江苏

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04-29 14:29

我平仓了$地平线机器人-W(09660)$ ,来看看我最新分享的订单！

2021-01-18

$小米集团-W(01810)$会不会是拉高出货的，短线风险很大

2020-09-04

$中芯国际(00981)$32的本还有救吗

2024-12-06

$小米集团-W(01810)$ 今天突破30吧

2021-07-29

$蓝月亮集团(06993)$从挣30个点，到亏20个点出场，蓝月亮好样的！

02-19

$小米集团-W(01810)$ 任尔东西南北风，大跌再加仓！

2021-07-29

$中芯国际(00981)$已进入上升通道，持股一年

2024-10-28

$小米集团-W(01810)$ 啥情况，正常发布会第二天开始跌，现在提前就开始跌啦？

2020-09-09

$中芯国际(00981)$暂时找不到上涨的理由

03-11

$小米集团-W(01810)$ 机会是跌出来的！

2020-09-07

$中芯国际(00981)$来吧，展示！

2020-09-04

$海普瑞(09989)$打新第一次中了这玩意，也拿到了现在

2024-03-21

$小米集团-W(01810)$ 结合雷军分析特斯拉22.3W售价，又表明全方位超越特斯拉，小米汽车标准版预计在19.99W到22.3W之间，盲猜标准版定价21.99W！

2024-03-12

$小米集团-W(01810)$ 资本已经知道小米汽车定价？

2021-11-10

$小米集团-W(01810)$咋不回购了？

2024-12-09

$小米集团-W(01810)$ 站稳30再说，还有空间！

2021-12-23

何小鹏的小鹏，李想的理想，李斌的蔚来，他们的综合实力应该比不上雷军吧，他们能做成的事情，雷军没理由干不成吧，所以坚定持有，相信小米汽车一定能够量产并大卖！[龇牙] [龇牙] [龇牙]

留给雷军造车的时间，不多了

2021-10-07

$小米集团-W(01810)$指望翻10倍的股，要有耐心

2024-11-19

$小米集团-W(01810)$ 又出去一批短线，可以继续涨了

2022-09-23

$小米集团-W(01810)$浮亏50%[捂脸]

去老虎APP查看更多动态

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机会是跌出来的！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/412198598013544","isVote":1,"tweetType":1,"viewCount":2021,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3528422045312477","authorId":"3528422045312477","name":"切记不要贪","avatar":"https://static.tigerbbs.com/5b26804e7c117536797879424d758958","crmLevel":3,"crmLevelSwitch":0,"idStr":"3528422045312477","authorIdStr":"3528422045312477"},"content":"当任何人都知道买小米能赚钱的时候，还是有点恐怖的。","text":"当任何人都知道买小米能赚钱的时候，还是有点恐怖的。","html":"当任何人都知道买小米能赚钱的时候，还是有点恐怖的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978799617,"gmtCreate":1599460803539,"gmtModify":1703818535100,"author":{"id":"3494195643077345","authorId":"3494195643077345","name":"为了买米","avatar":"https://static.tigerbbs.com/b8df6a61eea59046d95d6fbc1df8434f","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494195643077345","authorIdStr":"3494195643077345"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>来吧，展示！","text":"$中芯国际(00981)$来吧，展示！","images":[{"img":"https://static.tigerbbs.com/3401162236eac98c326209c309d39420","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/978799617","isVote":1,"tweetType":1,"viewCount":2575,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3550968134222176","authorId":"3550968134222176","name":"我想有好心情","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"3550968134222176","authorIdStr":"3550968134222176"},"content":"我能说句么？我17.75买过它，22块就跑了，后来它涨到44，跌下来在30接了，跌2天跌到26.55果段离场，这种妖股真得设止损点，不然，要套好久呢","text":"我能说句么？我17.75买过它，22块就跑了，后来它涨到44，跌下来在30接了，跌2天跌到26.55果段离场，这种妖股真得设止损点，不然，要套好久呢","html":"我能说句么？我17.75买过它，22块就跑了，后来它涨到44，跌下来在30接了，跌2天跌到26.55果段离场，这种妖股真得设止损点，不然，要套好久呢"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":978857070,"gmtCreate":1599195578490,"gmtModify":1704221956850,"author":{"id":"3494195643077345","authorId":"3494195643077345","name":"为了买米","avatar":"https://static.tigerbbs.com/b8df6a61eea59046d95d6fbc1df8434f","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494195643077345","authorIdStr":"3494195643077345"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>资本已经知道小米汽车定价？","text":"$小米集团-W(01810)$ 资本已经知道小米汽车定价？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/283411047608328","isVote":1,"tweetType":1,"viewCount":3598,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494204942582501","authorId":"3494204942582501","name":"不过如此V","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3494204942582501","authorIdStr":"3494204942582501"},"content":"不光市场认可，最主要是政府力推，小米汽车想失败也难 [开心] [开心] [开心]","text":"不光市场认可，最主要是政府力推，小米汽车想失败也难 [开心] [开心] [开心]","html":"不光市场认可，最主要是政府力推，小米汽车想失败也难 [开心] [开心] 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>咋不回购了？","text":"$小米集团-W(01810)$咋不回购了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/847216272","isVote":1,"tweetType":1,"viewCount":3086,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574762999053161","authorId":"3574762999053161","name":"xyzrb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3574762999053161","authorIdStr":"3574762999053161"},"content":"呵呵，自己也没有低了","text":"呵呵，自己也没有低了","html":"呵呵，自己也没有低了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379666632384928,"gmtCreate":1733726200130,"gmtModify":1733726201937,"author":{"id":"3494195643077345","authorId":"3494195643077345","name":"为了买米","avatar":"https://static.tigerbbs.com/b8df6a61eea59046d95d6fbc1df8434f","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494195643077345","authorIdStr":"3494195643077345"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 站稳30再说，还有空间！","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 站稳30再说，还有空间！","text":"$小米集团-W(01810)$ 站稳30再说，还有空间！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/379666632384928","isVote":1,"tweetType":1,"viewCount":918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691480373,"gmtCreate":1640227416846,"gmtModify":1640227416846,"author":{"id":"3494195643077345","authorId":"3494195643077345","name":"为了买米","avatar":"https://static.tigerbbs.com/b8df6a61eea59046d95d6fbc1df8434f","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494195643077345","authorIdStr":"3494195643077345"},"themes":[],"htmlText":"何小鹏的小鹏，李想的理想，李斌的蔚来，他们的综合实力应该比不上雷军吧，他们能做成的事情，雷军没理由干不成吧，所以坚定持有，相信小米汽车一定能够量产并大卖！[龇牙]&nbsp;[龇牙]&nbsp;[龇牙]&nbsp;","listText":"何小鹏的小鹏，李想的理想，李斌的蔚来，他们的综合实力应该比不上雷军吧，他们能做成的事情，雷军没理由干不成吧，所以坚定持有，相信小米汽车一定能够量产并大卖！[龇牙]&nbsp;[龇牙]&nbsp;[龇牙]&nbsp;","text":"何小鹏的小鹏，李想的理想，李斌的蔚来，他们的综合实力应该比不上雷军吧，他们能做成的事情，雷军没理由干不成吧，所以坚定持有，相信小米汽车一定能够量产并大卖！[龇牙] [龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691480373","repostId":"1162471099","repostType":2,"repost":{"id":"1162471099","kind":"news","pubTimestamp":1640157904,"share":"https://www.laohu8.com/m/news/1162471099?lang=&edition=full","pubTime":"2021-12-22 15:25","market":"hk","language":"zh","title":"留给雷军造车的时间，不多了","url":"https://stock-news.laohu8.com/highlight/detail?id=1162471099","media":"功夫财经","summary":"雷军带着小米团队辛辛苦苦赚来的现金流，究竟能否支撑到小米汽车量产的那一天？\n近日，有媒体报道称，雷军接连退出了包括广东小米科技有限责任公司、广州小米通讯技术有限公司、广州小米信息服务有限公司和珠海小米","content":"<p>雷军带着小米团队辛辛苦苦赚来的现金流，究竟能否支撑到小米汽车量产的那一天？</p>\n<p>近日，有媒体报道称，雷军接连退出了包括广东小米科技有限责任公司、广州小米通讯技术有限公司、广州小米<a href=\"https://laohu8.com/S/III\">信息服务</a>有限公司和珠海小米通讯技术有限公司在内的多家小米旗下关联公司，不再担任这些公司的法定代表人、执行董事或董事长等职务。</p>\n<p>对于雷军的这一系列动作，小米表示这属于正常变更。不过，有不少分析人士表示，雷军此举是其专注造车的重要信号。</p>\n<p><img src=\"https://static.tigerbbs.com/742d5e913f3814fae029e1c79cabcc0f\" tg-width=\"446\" tg-height=\"746\" referrerpolicy=\"no-referrer\"></p>\n<p>关于造车，雷军曾信誓旦旦地表示，「这是小米历史上最重大的决定」、「这将是我人生中最后一次重大创业项目，愿意押上人生积累的所有战绩和声誉」……</p>\n<p>这样看来，雷军是打算带领小米一把梭哈，让自己从「雷布斯」一跃变成为「雷斯克」。然而，从现在来看，雷军这次的赢面好像没有那么大。</p>\n<p><b>01、</b><b>造车，危险游戏？</b></p>\n<p>今年3月，小米正式进军<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动车领域。自此之后，小米的造车进展十分迅速。</p>\n<p>今年7月，雷军在<a href=\"https://laohu8.com/S/WB\">微博</a>发布招聘广告，表示首批将会招募500名自动驾驶技术人员。9月1日，小米汽车有限公司正式注册，注册资本为100亿元。</p>\n<p>10月中旬，在小米产投Demo Day上，小米投资的100多家产业链公司集中亮相，其中，与汽车产业相关的企业就超过40家。</p>\n<p>11月27日，小米与北京亦庄签订合作，将在北京经开区建设小米汽总部基地、销售总部和研发总部，并将建设年产量 30 万辆的整车工厂，其中一期、二期产能分别为15万辆。</p>\n<p>就连雷军都曾公开表示，目前小米造车的各项进展，比他的预期要快。</p>\n<p>然而，对小米而言，其造车所面临的问题其实更多。</p>\n<p>对于造车业务，小米的说法是，此次造车是想完成自己的生态链体系。直白点说，意思就是造车乃是小米整个生态圈未来发展的助推器。</p>\n<p>这个说法是不是似曾相识？是的，在雷布斯之前，臭名昭著的贾布斯不止一次表达类似观点。但后来我们看到的，是立志于生态化反的他，因为造车，将整个生态都画反了。</p>\n<p>当然，现在的小米生态与当年乐视所谓的生态不可同日而语，但其拳头产品主要还是智能手机，而这显然撑不起整个生态的未来。</p>\n<p>于是，在小米的AIoT战略中，智能汽车被寄予厚望。</p>\n<p>而且，随着<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、蔚小理等先手玩家将整个市场培育成熟，小米在2024年可以凭借后发优势强势入场收割，一切都看上去很美。</p>\n<p><img src=\"https://static.tigerbbs.com/a53a7b66eac1b2a48e79cd7c3424cd99\" tg-width=\"444\" tg-height=\"375\" referrerpolicy=\"no-referrer\"></p>\n<p>不过，对雷军和小米而言，当理想照进现实的时候，一切并没有想象的那么美好。</p>\n<p>小米造车，外有竞争对手的压力，内有供应链能力的不足。</p>\n<p>要知道，当下，几乎所有核心互联网力量都在造车，或提供智能车相关的服务。</p>\n<p>除了三家新势力，<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>也有各自的造车计划。华为尽管多次对外声明不造车，但是其已经研发出一套智能驾驶系统，并在北汽、长安等多个品牌的车型上布局应用。</p>\n<p>还有「大魔王」<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，早在2014年就启动了泰坦计划，尽管目前还没有正式的产品亮相，但以苹果的习惯，产品只要上市，那整个行业必然天翻地覆。</p>\n<p>此前有消息称，苹果将在2025年推出完全自主的汽车。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>就认为，苹果进入自动驾驶领域，可能会给其他大部分智能电动车产生负面影响。</p>\n<p>小米2024年螳螂捕蝉，苹果2025年黄雀在后？</p>\n<p>现在的小米，已经被各方造车势力所包围，甚至很多造车势力已经把小米树立为假想敌、潜在竞争对手。在聚光灯下发展，显然不是一个好消息。</p>\n<p>而另一个制约因素，便是小米的供应链整合能力堪忧。因为供应链能力不足，小米手机多次因为备货不足而被消费者怒斥为「耍猴」。</p>\n<p>然而，相比手机，造车的工序更加复杂，供应链能力要求更高。有媒体曾做过统计，苹果的供应商数量大概在700-800家之间，其中核心供应商在200家左右。而传统燃油车零部件的数量达到3万左右，其量级是智能手机的百倍，汽车供应链复杂度远比手机高得多。</p>\n<p>所以，在宣布造车前，小米系资本已布局智能汽车领域。据不完全统计，截至2021年9月底，小米在智能汽车领域投资布局的企业合计62家，其中智能驾驶17家，智能电动13家，智能座舱6家，有22家企业是2021年新增投资。</p>\n<p>但这对于一台量产车而言，显然还不够。所以很多人不禁疑问，小米在2024年，真的能交付15万台新车吗？这次难道不会耍猴吗？</p>\n<p><b>02、</b><b>手机，钱袋危矣？</b></p>\n<p>对于雷军而言，当下迫切要解决的问题，恐怕还是钱袋子的问题。</p>\n<p>此前，雷军给小米的2024年定了两个KPI：小米手机全球第一；小米汽车2024年量产。</p>\n<p><img src=\"https://static.tigerbbs.com/364092ce1cae375e72620744094011e8\" tg-width=\"513\" tg-height=\"384\" referrerpolicy=\"no-referrer\"></p>\n<p>为什么手机和汽车要两手抓，两手同时硬？因为，从本质上小米还是一个硬件公司，手机是造车的「钱袋子」。</p>\n<p>2020年，小米营收达到2459亿元，其中有1522亿元来自智能手机，674亿元来自IOT与生活消费品，这意味着硬件营收占比约为90%。</p>\n<p>今年三季度，小米总收入781亿元，但互联网服务收入也只贡献了9.4%的营收，比例较去年底还有所下降。</p>\n<p>今年二季度，小米手机坐二望一，领先于苹果。这无疑给了雷军造车的底气，然而，仅仅3个月后，小米手机出货量又跌回去了。</p>\n<p>根据IDC的数据显示，今年第三季度，小米出货量为4430万部，占13.4%的市场份额，较去年同期下降4.6%，被苹果再次反超。而在国内，小米则被荣耀赶超，市场占有率降至第四。</p>\n<p>尽管「钱袋子」受到影响，但造车该花的钱还得花。今年3季度，小米的管理费用增长50%；研发费用增加40%。不过，小米在造车业务的重投入其实才刚刚开始。此前，小米曾宣布其造车计划前期预计投入100亿元，未来10年还要投入100亿美元。</p>\n<p>根据财报显示，今年三季度，现金及现金等价物分别为326亿元及319亿元。截至2020年底，小米账上现金余额约1080亿人民币。</p>\n<p>雷军带着小米团队辛辛苦苦赚来的现金流，究竟能否支撑到小米汽车量产的那一天？无疑要打一个大大的问号。</p>\n<p>小米的造车梦现在显得昂贵又遥远。虽然雷军曾说，方向对了就不怕路远。然而，如果路太远，恐怕很难走到终点。</p>\n<p>但愿造车不会成为雷军的滑铁卢，但从现在看，确实越来越难。</p>","source":"lsy1568892434676","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>留给雷军造车的时间，不多了</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; 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{ 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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留给雷军造车的时间，不多了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 15:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1537941823918849><strong>功夫财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷军带着小米团队辛辛苦苦赚来的现金流，究竟能否支撑到小米汽车量产的那一天？\n近日，有媒体报道称，雷军接连退出了包括广东小米科技有限责任公司、广州小米通讯技术有限公司、广州小米信息服务有限公司和珠海小米通讯技术有限公司在内的多家小米旗下关联公司，不再担任这些公司的法定代表人、执行董事或董事长等职务。\n对于雷军的这一系列动作，小米表示这属于正常变更。不过，有不少分析人士表示，雷军此举是其专注造车的重要...</p>\n\n<a href=\"https://36kr.com/p/1537941823918849\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb44f0df3fb7312ee913474e800cc495","relate_stocks":{},"source_url":"https://36kr.com/p/1537941823918849","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162471099","content_text":"雷军带着小米团队辛辛苦苦赚来的现金流，究竟能否支撑到小米汽车量产的那一天？\n近日，有媒体报道称，雷军接连退出了包括广东小米科技有限责任公司、广州小米通讯技术有限公司、广州小米信息服务有限公司和珠海小米通讯技术有限公司在内的多家小米旗下关联公司，不再担任这些公司的法定代表人、执行董事或董事长等职务。\n对于雷军的这一系列动作，小米表示这属于正常变更。不过，有不少分析人士表示，雷军此举是其专注造车的重要信号。\n\n关于造车，雷军曾信誓旦旦地表示，「这是小米历史上最重大的决定」、「这将是我人生中最后一次重大创业项目，愿意押上人生积累的所有战绩和声誉」……\n这样看来，雷军是打算带领小米一把梭哈，让自己从「雷布斯」一跃变成为「雷斯克」。然而，从现在来看，雷军这次的赢面好像没有那么大。\n01、造车，危险游戏？\n今年3月，小米正式进军智能电动车领域。自此之后，小米的造车进展十分迅速。\n今年7月，雷军在微博发布招聘广告，表示首批将会招募500名自动驾驶技术人员。9月1日，小米汽车有限公司正式注册，注册资本为100亿元。\n10月中旬，在小米产投Demo Day上，小米投资的100多家产业链公司集中亮相，其中，与汽车产业相关的企业就超过40家。\n11月27日，小米与北京亦庄签订合作，将在北京经开区建设小米汽总部基地、销售总部和研发总部，并将建设年产量 30 万辆的整车工厂，其中一期、二期产能分别为15万辆。\n就连雷军都曾公开表示，目前小米造车的各项进展，比他的预期要快。\n然而，对小米而言，其造车所面临的问题其实更多。\n对于造车业务，小米的说法是，此次造车是想完成自己的生态链体系。直白点说，意思就是造车乃是小米整个生态圈未来发展的助推器。\n这个说法是不是似曾相识？是的，在雷布斯之前，臭名昭著的贾布斯不止一次表达类似观点。但后来我们看到的，是立志于生态化反的他，因为造车，将整个生态都画反了。\n当然，现在的小米生态与当年乐视所谓的生态不可同日而语，但其拳头产品主要还是智能手机，而这显然撑不起整个生态的未来。\n于是，在小米的AIoT战略中，智能汽车被寄予厚望。\n而且，随着特斯拉、蔚小理等先手玩家将整个市场培育成熟，小米在2024年可以凭借后发优势强势入场收割，一切都看上去很美。\n\n不过，对雷军和小米而言，当理想照进现实的时候，一切并没有想象的那么美好。\n小米造车，外有竞争对手的压力，内有供应链能力的不足。\n要知道，当下，几乎所有核心互联网力量都在造车，或提供智能车相关的服务。\n除了三家新势力，百度、滴滴也有各自的造车计划。华为尽管多次对外声明不造车，但是其已经研发出一套智能驾驶系统，并在北汽、长安等多个品牌的车型上布局应用。\n还有「大魔王」苹果，早在2014年就启动了泰坦计划，尽管目前还没有正式的产品亮相，但以苹果的习惯，产品只要上市，那整个行业必然天翻地覆。\n此前有消息称，苹果将在2025年推出完全自主的汽车。摩根士丹利就认为，苹果进入自动驾驶领域，可能会给其他大部分智能电动车产生负面影响。\n小米2024年螳螂捕蝉，苹果2025年黄雀在后？\n现在的小米，已经被各方造车势力所包围，甚至很多造车势力已经把小米树立为假想敌、潜在竞争对手。在聚光灯下发展，显然不是一个好消息。\n而另一个制约因素，便是小米的供应链整合能力堪忧。因为供应链能力不足，小米手机多次因为备货不足而被消费者怒斥为「耍猴」。\n然而，相比手机，造车的工序更加复杂，供应链能力要求更高。有媒体曾做过统计，苹果的供应商数量大概在700-800家之间，其中核心供应商在200家左右。而传统燃油车零部件的数量达到3万左右，其量级是智能手机的百倍，汽车供应链复杂度远比手机高得多。\n所以，在宣布造车前，小米系资本已布局智能汽车领域。据不完全统计，截至2021年9月底，小米在智能汽车领域投资布局的企业合计62家，其中智能驾驶17家，智能电动13家，智能座舱6家，有22家企业是2021年新增投资。\n但这对于一台量产车而言，显然还不够。所以很多人不禁疑问，小米在2024年，真的能交付15万台新车吗？这次难道不会耍猴吗？\n02、手机，钱袋危矣？\n对于雷军而言，当下迫切要解决的问题，恐怕还是钱袋子的问题。\n此前，雷军给小米的2024年定了两个KPI：小米手机全球第一；小米汽车2024年量产。\n\n为什么手机和汽车要两手抓，两手同时硬？因为，从本质上小米还是一个硬件公司，手机是造车的「钱袋子」。\n2020年，小米营收达到2459亿元，其中有1522亿元来自智能手机，674亿元来自IOT与生活消费品，这意味着硬件营收占比约为90%。\n今年三季度，小米总收入781亿元，但互联网服务收入也只贡献了9.4%的营收，比例较去年底还有所下降。\n今年二季度，小米手机坐二望一，领先于苹果。这无疑给了雷军造车的底气，然而，仅仅3个月后，小米手机出货量又跌回去了。\n根据IDC的数据显示，今年第三季度，小米出货量为4430万部，占13.4%的市场份额，较去年同期下降4.6%，被苹果再次反超。而在国内，小米则被荣耀赶超，市场占有率降至第四。\n尽管「钱袋子」受到影响，但造车该花的钱还得花。今年3季度，小米的管理费用增长50%；研发费用增加40%。不过，小米在造车业务的重投入其实才刚刚开始。此前，小米曾宣布其造车计划前期预计投入100亿元，未来10年还要投入100亿美元。\n根据财报显示，今年三季度，现金及现金等价物分别为326亿元及319亿元。截至2020年底，小米账上现金余额约1080亿人民币。\n雷军带着小米团队辛辛苦苦赚来的现金流，究竟能否支撑到小米汽车量产的那一天？无疑要打一个大大的问号。\n小米的造车梦现在显得昂贵又遥远。虽然雷军曾说，方向对了就不怕路远。然而，如果路太远，恐怕很难走到终点。\n但愿造车不会成为雷军的滑铁卢，但从现在看，确实越来越难。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823342533,"gmtCreate":1633590850018,"gmtModify":1633590850018,"author":{"id":"3494195643077345","authorId":"3494195643077345","name":"为了买米","avatar":"https://static.tigerbbs.com/b8df6a61eea59046d95d6fbc1df8434f","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494195643077345","authorIdStr":"3494195643077345"},"themes":[],"htmlText":"<a 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