文 | 车tech 杨知潮
编辑 | 原野
zaiquanshijie,henduoditiedoushikuisunyunxingde。danyikaofangdichan、shangchang、xieziloudefujiajiazhi,xiujianditiezuizhongyenengdailai“zhuanqian”dexiaoguo。
zheizhongluojiqishijiushi“yinliu”,tashishangyelifeichangchangjiandedafa。danzaixinnengyuanqichelingyu,muqianzhiyouxiaomipaotonglezheitaoluoji。
quanqiuzhuliucheqizhong,zhiyouxiaomiqicheyongyoudaliangtongming、tongpinpaidedazhongxiaofeipin。erzheixiechanpinyezhengzaishouhuoxiaomiqichedeliulianghongli。
8yue21ri,xiaomifabuleerjibao,zhengshijiaochuqichedakaohoudediyizhangchengjidan。yuliaozhinei,nianqingdeqicheyewuzanshichuzaikuisunzhuangtai。danyucitongshi,shouji、aiot、hulianwangyewusuogongxiandelirunmibulezheizhongchaju。zuizhong,erjidu,xiaomiqichedemaoli、jingyinglirun、chushuiqianjinglirun、diaozhenghoujinglirunquanbutongbizengzhang。
shenmeshihounengyingkuipingheng?zaijingzhengjiqicanliedeqicheshichang,zheishilingdaduoshuxinshilitoutengdewenti,danruguoqichekeyixiangditieyiyangchanshengliuliangxiaoying,dailaichengshishangyedezhengtifanrong,zheigewentijiuhuixiangduibuneimejinpo。shijianyanshengdeyoushi,zaiyucheqiyougengduodiqi,quxuanzezuishihezijidechanpinjiezouhejiagedai,erbushiyiweigenfengqujuan。zheiyechengweixiaomiqichedangxiazuituchudeyoushizhiyi。
01 汽车“只”亏18亿
maichebudaoyinian,xiaomidelirunbiaoxianyijingchaoguolexuduoxinshili。
zuizhongyaodemaolilvshujushang,erjidu,xiaomidezhinengdiandongchedengchuangxinyewudemaolilvshi15.4%。
zheiyishuzidayuexiangdangyuqichexingyede“zhongdengpianshang”。
muqian,xinnengyuancheqizhongdediyitidui,jitesila、biyadi、lixiang,maolilvzai20%zuoyou。diertiduili,genjuzuotianxiaopengqicheganggangfabudeerjiducaibao,zheijiajingyangengfengfudexinshilidadaole14%demaolilv。disantiduili,yulaiyijidudemaolilvwei4.9%,lingpaoerjidudemaolilvwei2.8%。
zuoweiyijiajiaofujinbannian、xiaoliang2.7wantaidexinshoulaishuo,xiaomiqichedechengbenkongzhinenglisuandeshangyouxiu。
dangran,kuisunhaishishaobulede。erjidu,xiaomizhinengdiandongqichedengchuangxinyewufenbushouruweirenminbi64yiyuan,jingdiaozhengjingkuisunwei18yiyuan。
zuoweiduibi,jikeqicheerjidujingdiaozhengjingkuisunwei8.64yiyuan,xiaopengqicheerjidudiaozhenghoujingkuisunwei12.2yiyuan,lingpaoerjidujingkuisunwei12yiyuan。kanqilai,tamendedanjidukuisundoubixiaomishao,dankaolvdaoduojiaxinshilidoumianlinyanzhongdexianjinliuyali,duikuisundechengshounengliyexiangduigengcha,zheixiekuisunshuju,duiyumeijiacheqideyiyiyebujinxiangtong。——jiuxiangtongyangmai1wankuaiqiandebao,yuexin5000genyuexin5wanderen,ganzhishiwanquanbutongde。
caibaoshujuxianshi,jiezhi6yue30ri,xiaomiqimoxianjinjixianjindengjiawuwei393.35yiyuan,tongbizengzhangjin80yiyuan。chongpeidexianjinliu,xishileqichedengchuangxinyewugaijidu18yiyuankuisundailaideyali。
dangxia,xiaomiqichedefeiyonghaichuzaijiaogaodeshuiping。caibaopilu,erjiduzhinengdiandongchedengchuangxinyewufenbudejingyingkaizhidadaole29yiyuan。zhenggexiaomijituandeyanfa、xiaoshoujituiguang、xingzhengkaizhiquanbuzengjia,erzengzhangyuanyindouyuqichexiangguan。
xiaomiqichedemaolilvyijingdadaolebucuodeshuiping,taxuyaode,zhishigengdadeguimoxiaoying,laitanboangguideyanfa、xingzheng、yingxiaofeiyong。
guigenjiedi,haishikanxiaoliang。
muqianlaikan,qianjingkeguan。jinnian7yue,xiaomiqichedexiaoliangyijingdadao1.3wantai,chaoguomodel 3,chengweichundianjiaopaolingyudelaoda。zheihaishizaichannengyouxianqiezhiyouyikuanchexingxiadachengdeshuju。bunanyuce,suizhexinchexingdefabuhechannengdepapo,xiaomiqichefeichangyoukenengchengweizuikuaishixianyinglidexinshili。
02 小米手机更能赚钱了
zaixiaomiqichefabuhou,shichangshangyizhiyouyizhongzhuliuguandian:xiaomisu7defabu,gaishanlexiaomizhenggepinpaidexingxiang,dailailedaliangbaokuonianqingnvxingyonghuzaineideyouzhikehu。
xiaomierjiducaibao,duishangshuguandianxingchengleyidingchengdudeyanzheng。
xiaomishoujidequeyuemaiyueduole。erjidu,xiaomishoujichuhuoliangtongbizengzhang28.1%,zhinengshoujishourutongbizengzhang27.1%,dadao465yiyuan。
yifangmian,zheizhongzengzhangyudahuanjingyouguan。quanqiushoujishichangyujinniankaishifusu。idcfabudeshujuxianshi,erjidu,zhongguozhinengshoujichuhuoliangtongbizengzhang8.9%,canalyszejichulegenggaodeshuzi:10%。danlingyifangmian,anzhaocanalysshuju,xiaomishiquanqiuqianwumingdeshoujipinpailitongbizengsuzuikuaide。
20wan+dexiaomiqichedafudulagaolexiaomideskudanjia,tasuodailaidepinpaili,sihuyezai“funeng”jixiaomigaoduanshouji。erjidu,xiaomizai3000-4000yuan、4000-5000yuan、5000-6000yuanzheisangejiaweidegaoduanshoujixifenshichanglideshizhanlvquanbutisheng,tishengfenbiewei5.4、3.5、2.3gebaifendian。buguo,youyu618cuxiaodengyuanyin,xiaomishoujidezhengtikedanjiachuxianlexiaofuduxiahua。
erjidu,iotyushenghuoxiaofeipinshourutongbizengzhangle20.3%,chuangxialishixingao。qizhong,zhinengdajiadiandeshourutongbizengzhang38.7%。pingbanshourutongbizengzhang67.6%,chuhuoliangtongbifanbei。kechuandaishebeitongbizengzhang31%。
xiaomilirunlvzuigaodeyewushihulianwangfuwu,zheiyiyewuzaierjiduzengzhangle11%,dadaole83yiyuan。dalianggaomaoliguanggaoshourudetisheng,dixiaodiaoleyibufenchuangxinyewusuodailaidechengben。buguocaibaotoulu,xiaomideyouxiyewuyousuoxiahua,dixiaoleyibufenzengzhang。
sangezhuyaoyewudehelizhixia,xiaomierjidumaolitongbizengzhang29.9%,jingyingliruntongbizengzhang45.7%,chushuiqianliruntongbizengzhang34.8%,diaozhenghoujingliruntongbizengzhang20.1%。
congzuihoudeshuzilaikan,laoyewudezengzhangwanquanbaxiaomiqichekuideqian“zhenglehuilai”。
zongtieryan,xiaomilaoyewudezhuanqiannenglitishengyuquanqiudianzichanpinxiaofeidehuinuanyouguan。tongshi,qicheyewujixiaomilaoyewudailailemingpianxiaoying、liuliangxiaoying、yijigengjiazhangyuandepinpaixiaoying。
duixiaomilaishuo,qichesuochanshengyinglihekuisun,bunengzhitongguoyigefenbudeshujulaijisuan。tasuodailaidezhangqijiazhi,yehennanyongqueqiedeshuzilaihengliang。
03 最特殊的新能源车企
zaixiaomisu7fabuzhiqian,yulunchangshangchongchizhegezhongzaoyin。
renmendanyou,qichexingyeyijingyichangneijuan,yixielaocheqishangqienanyizibao,xiaomishifounengmianduimengliedejiagezhan?xiaomiqichechaoguo20wandeshoujia,yutayuanbendeshoujiyonghu,shifoucunzaihengaodezhongdiedu?
zheixiedanyoushifenheli。jieguo,xiaomisu7huodedaliangdedingdanshu,leijunbenrenyeyinglailegerenshengwangdedingfeng。gengzhongyaodeshi,xiaomidepinpailiyesuizhezheikuangaoduanqichedefabu,dedaoletisheng。
yanxia,xiaomishizuiteshudeyijiaxinnengyuancheqi。tadezhuyaoshouruzanshibuyikaoqiche。tayongyouzugouchongpeidexianjinliu,keyizhichengqimanzhangdejingzheng。
qichexingyeshiyigexianjinheidong,yulai、xiaopengzhijinhaiweiyingli,bujiuqiandijiaozhaogushudenazhaqichesannianleijikuisunchaoguole180yiyuan。bujinruci,zi2023nianyilai,cheqimendeqichedanjiazaiyimeinian1-2wanyuandesudukuaisuxiahua,jinyibujiadaletamendexianjinyali。
danjiadifenghoudexiaomibuyongtaifachou。
qichezhiwai,tayouzhezhuduodebianxianfangshi。qicheyonghuheshoujiyonghuzhijiankeyixianghuzhuanhua。chucizhiwai,tahaiyongyoudadaodianshiji,xiaodaozhongxingbidepangdasku。dangqicheyewudefeilunxiaoyingchansheng,youcidailaideshouruyupinpaili,youhuiduichuantongyewudailaigengjiachixudezhuli。erjiducaibaozhongdexiangguanshuju,huoxuzhishizheigequshidekaishi。
buguo,jishikaijuchengjibucuo,weilaiyiduanshijianli,xiaomiqichekenengyiranxuyaozaizhiyishengzhongqianxing。
yinweitadeshangyemoshixiangduiteshu。
suizhepingguofangqizaoche,huaweijianding“bangcheqizaohaoche”delinianzhihou,xiaomichenglezheizhong“qiche-dianzixiaofeipin”shangyemoshixiadedumiao。hetesilaxiwangdazaowurencheduideqianweichangxiangyiyang,xiaomidezheizhongshangyemoshizaiqichejieyeweiyouguoxianli。tadeshangyeqianlijutiruhe,yemeiyouheshidecanzhaowu。
tongyangmeiyouxianlideshi,xiaomimeiyouxiangqitakejiqiyeyiyang,shiyongyigequanxinpinpaijinxingzaoche,ershizhijieshiyonglexiaomipinpai。tadailaideyingxiangshi:yirongjurong,yisunjusun。——dangranmuqianlaikan,qingkuangzhengzaichaozheleguandefangxiangfazhan。
jiuxiangbeiwujieshibiaodazhedesuming,beizhiyitongyangshichuangxinzhedesuming。buguo,leijunyinggaizaojiuxiguanzheiyiqie。
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