文 | 源Sight  柯基

duiyufeizhou，xiaomisihubuxiangyanshizijideyexin。

9yue6ri，zaidibajiezhongfeiqiyejiadahuishang，xiaomizhijiebiaotaiyaojiamafeizhou，gongsichuangshirenleijunzaidahuishangbiaoshi：“xiayibuwomenjiangshengengxianyoushichang，kaituoxinshichang，jiadazaifeizhoudaludetouru。”

2017nianxiaomijiujinrulefeizhoushichang，jijicanyufeizhoudaludexinxihuashuzihuajincheng。jinnianerjidu，xiaomishoujizaifeizhoushichangdechuhuoliangtongbizengzhang45%，shichangfeneyuezhan12%，paimingdisan。

zaimouzhongchengdushangjiang，leijunshuyuduiyoushang“tieliankaida”，dangshizaichangxia，chuanyinkonggulianhechuangshiren、dongshialifuzhengtingzheleijundeyanjiang。zhangqiyilai，chuanyinbeishichangchengwei“feizhoushoujizhiwang”，zaifeizhoushichangdezhinengshoujizhanyoulvchaoguo40%。

feizhoushichangzhengjinglizheconggongnengjidaozhinengjizhuanhuandejieduan，xiaomijiushizaiguoneiliyongzhuanhuanjieduandehonglishixianyejiqifei，tangruojiangguoneijingyanchenggongfuyongdaofeizhoushichang，shibiyaohandongchuanyinzaifeizhoudetongzhidiwei。

贴脸开大

qianjiaoyoushanghanhua，houjiaogaoguanjiuchushi。

suiranshoujiquanchangyouhuxianghanhuahejiaoban，dandaduodoushizai“gekong”zhuangtai，xianyouzaitongyigongkaichanghezhijieduixian。

jiuzaiwaijiedengzhechuanyinyiruhezitaihuiyingyoushangzhishi，quechuanlailegaigongside“ehao”。9yue6riwan，chuanyinkonggugonggaozhongdashixiang，gongsiyu9yue6rishoudaodandongshizhenanqujianchaweiyuanhuiqianfade《liuzhitongzhishu》he《liantongzhishu》，juedingduigongsicaiwufuzerenxiaoyonghuicaiquliuzhicuoshijiliandiaocha。

genjuchuanyinkonggu2023niannianbaoxianshi，xiaoyonghuiyu1969nianchusheng，xiannian55sui，cengzaijiangxiqingjianghuagongchang、ningbobodaogufenyouxiangongsidenggongsirenzhi，2014nian1yuezhijinzaichuanyinkonggudanrencaiwufuzeren。jinnian7yue，chuanyinkonggufabugonggaocheng，gongsiduoweidongshi、gaoguannizengchigongsigufen，qizhongxiaoyonghuinizengchijinezai200wanyuan-300wanyuan。

chuanyinkonggu2023nianshixianyingyeshouruchao600yiyuan，shixianguimujinglirun55.37yiyuan，tongbizengzhang122.93%，gongsiyingshou、jinglichuangxialishixingao。youyugaigongsiyifeizhoushoujishichangweidabenyingjinxinghaiwaikuozhang，qiechangnianbaochifeizhoushoujishichangshizhanlvdediyiming，gubeiwaijiechengwei“feizhoushoujizhiwang”。

jihuzaitongyishijian，xiaomifabuneibuyoujianxuanburenshidiaozheng，renmingjituanzongcailuweibingjianrenshoujibuzongcai，xiangjituanceoleijunhuibao；renmingjituangaojifuzongcaicengxuezhongjianrenguojiyewubuzongcai，jixufenguanhulianwangyewubu，xiangjituanzongcailuweibinghuibao。

ciqianluweibingdanrenxiaomijituanhehuoren、jituanzongcaijianguojiyewubuzongcai，fuzeshoujibu、shengtailianbu、dajiadianbu、zhongguoqujiyinduqu；cengxuezhongciqiandanrenxiaomijituangaojifuzongcaijianshoujibuzongcai，fuzeshoujichanpindeyanfaheshengchangongzuo。cicidiaozheng，liangrenbufenfenguanyewufashengduidiao。

youfenxirenshizhichu，zaituidongxiaomideguojiyewufangmian，cengxuezhongzaiguojiyewubudelingdaokenenghuibangzhuxiaomijinyibukuodaqizaiquanqiushichangdeyingxiangli，tebieshizaiguanjiandehaiwaishichang。

yibianshichuantonghaoqiangzaiguanjianshike“huoqixiaoqiang”，lingyibianshihouqizhixiuzai“modaohuohuo”，yichangzaifeizhoudezhongguoshoujineijuan，sihuwukebimian。

小米凶猛

congleijundebiaoshulaikan，xiaomiduifeizhoushichangdeyexinbuzhiyushouji。

leijunzaidahuishangbiaoshi，xiaomiqitachanpinzaifeizhoushichangyetongyangshoudaolehuanying，birudianshi、kechuandaishebei、saodijiqirendeng。“zheiliyaotebieganxiefeizhouyonghuduixiaomidepinpaihechanpindexiaihezhichi。”

leijunhaizhuyidao，bushaofeizhouguojiazuijindouchutailezhichilvsezhuanxingdezhengce，xiwangnengzaibaokuoxinnengyuanqichezaineidegegexinxingchanyelingyuyufeizhouqiyeqianghuahezuo。

9yue3riwan，xiaomidianshizongjinglipanjunbiaoshi，aijichanxiaomidianshijijiangdenglufeizhoushichang。panjuncheng：“rangquanqiumeigerendounengxiangshoukejidailaidemeihaoshenghuo，shixiaomirendemengxiang。”

xiaomimuqianzaiaijijianyouyizuohezuogongchang，shengchanxiaomishoujiheqitazhinengshebei，weidangdichuangzaojiuyejihuihejingjixiaoyi。

huanyanzhi，xiaomizhengzaishitujiangmiliandaidaofeizhou，jiyizhinengshoujiweibaodianzuoqieru，zaidangdishichangjianliqipinpaixinzhihou，zailuxujiangmilianshangdexiangguanchanpindaidaodangdi。

yimuqiandeshichangtuijinsudulaikan，xiaomideshoujiyewuyijingchenggongmaichudiyibu。genjucanalyschujude2023niandisanjidufeizhoushichangdefenxibaogaoxianshi，xiaomichenggongzaifeizhouxiaofeizhezhongjianlilixiangpinpaixingxiang，ruhongmide a2、note 12 4g、12 he 12cdengxinghaojunbeishouqinglai，xiaomizaiaijihemoluogedengbeifeiguojiacaiqudecelveyequdelechenggong。

genjuxiangguancaibaoshujuxianshi，jinniandierjidu，xiaomidezhinengshouji、iotyushenghuoxiaofeipin、hulianwangyewushourufenbiedadao465yiyuan、268yiyuanhe83yiyuan，junchaoshichangyuqi。zaixiaomijituanzongshouruchuanglishixingaodetongshi，xiaomiiotyushenghuoxiaofeipinyewu、hulianwangyewushouruyeshuangshuangshuaxinlishijilu，tongbizengfufenbiedadaole20.3%he11.0%。

截图于小米公司公告

luweibingzaicaibaofabuhoudeyejidianhuahuishangbiaoshi，suizhexiaomizaiguojishichangbendihuanenglideshenru，weilaiyehuiyouyuelaiyueduodeiotpinleichuhai。

mianduiyoushangdebubujinbi，chuanyinyezaichangshijinxingpinleituozhan，chuanyinkonggudongshizhangzhuzhaojiangbiaoshi，jiezhuyuchuanyinkongguzaishoujichanpinlingyudejilei，beikaozishendeliuliangjiqudaoyoushi，gongsimuqianzhengjijibujujiadian、shumapeijiandengkuopinleiyewu，muqianyichuangbanshumapeijianpinpaioraimo，shouhoufuwupinpaicarlcarehejiayongdianqipinpaisyinixdeng。

舒适区

guanyufeizhoushichangdexianzhuang，zhuzhaojiangtanchengzhengchuyu“gongnengjixiangzhinengjiqiehuan”dequshidangzhong。

jucaibaopilu，2023nianchuanyinzaiquanqiumaichule1.94yibushouji，chuqu9500wanbuzhinengji，yiweizhechuanyinyouyibanyishangdechuhuoliangrengweigongnengji。

yejiushishuo，chuanyinnenggoujixubaochizaifeizhoushichangdelingxiandiwei，guanjianshiruhejiangzheijiejin1yibugongnengjizhuanhuaweizhinengji。

gongnengjixiangzhinengjiqiehuan，qiahaoshixiaomideshushiqu，xiaomijiushizaishiduonianqianbawozhu“gongnengjixiangzhinengjiqiehuan”defengkou，yiyuechengweiguoneitoubushoujipinpai。

duiyuxiaomieryan，suiranzhongfeiguoqinggeyoubutong，dan“gongnengjixiangzhinengjiqiehuan”dexiaofeizhexintai，wuwaihuduigaoyingjiancanshu、gaopinpaidiaoxingyijibentuhuadengfangmiandezhuiqiu，xiaomizaiqunianshixianlequanqiu1.456yibuzhinengshoujidechuhuoliang，yuangaoyuchuanyinjiejin1yibuzhinengshoujidechuhuoliang，zaiguimoxiaoyingxiadechengbenkongzhigengjuyoushi，zaitongjiaweishanggengyinachugaoxingnengdeshouji。

zaibentuhuashejishang，xiaomihaibujichuanyinzheizhonggengyunfeizhouduoniandelaopaoer。chuleweirenshuzhide“meihei”gongnengyiwai，feizhouyonghujingchangxuyaoshiyongduogesimkalaiguibigaoangdetongxinfeiyong，erjiyuzheiyidian，chuanyinzaidangdilvxiantuichulezhichisisimkadejixing，rangyonghuwuxuxiedaiduobushouji。

buguo，suizhexiaomi、oppodengpinpailuxuchuxianzaifeizhoudalu，chuanyindeshichangdiweizhengzaizaoyutiaozhan，congdianfengshiqijiejin60%deshizhanlv，diezhixianzaide40%chutou。

weimouqiuxindeshichangzengliang，chuanyinyezaitiaochuzijideshushiqu，zhengzaijiangfeizhoushichangdebendihuayunyingjingyan，fuyongzaiqitaxinxingshichang。juchuanyincaibaoxianshi，chuanyincaiyongyixiaodingchandeshengchanmoshi，shengchanfangshibaokuoziyougongchang、waixiegongchangheodmchangshang。duonianshengengfeizhouhenanyashichang，chuanyinzaidangdijunjianlilebendihuagongchang。

genjuidcdeshuju，cong2020niandao2023nian，chuanyinzaiyinduzhinengshoujishichangdefenecong5.1%dao8.2%zhijianbodong，danpaimingshizhongtingliuzaidiliudeweizhi。

zaiyindushichanggangqudejieduanxingchengjizhihou，chuanyinjiuxianruleyugaotongdejiufenzhizhong。gaotongzaijinnian7yuefabushengmingbiaoshi，gongsiyizaiyinduduichuanyinkonggutiqifalvsusong，yibaohuzishendezhuanliquan。“jinguangaotonggongsizaiguoqushunianjianfuchulebuxienuli，danshichuanyingongsiyizhijujuequanmianhuoqugaotonggongsidexuke。rujin，chuanyingongsiyuquanqiuqitadingjishoujichangshangdepubianzuofabeidaoerchi。”gaotongcheng。

chuanyinzezaisuihouhuiying，feizhou、nanyadengguojiazhong，bufenzhuanliquanren（zheilizhigaotong）bingweiyongyouhuozhiyongyoushaoliangdezhuanli，danyaoqiuanzhaoquanqiutongyidefeilv，suqiuguogaodexukefei。“chuanyinjiangjixuyudisanfangzhankaizhuanlitanpan。”chuanyinxiangguanrenyuancheng。

counterpointdeshujuxianshi，chuanyinzhinengshoujimuqiandeshoujiazai110-120meiyuanzhijian。gaotongzhuanlishouquanfeianshoujishoujiabilitiqu，feilvqujianzai3.25%-5%zhijian，ruoan3.25%jisuan，neimechuanyinmeitaishoujidayueyaozhifu4meiyuanjigaotong，anzhaochuanyinzaiqunianjiejin1yibudezhinengshoujichuhuoliang，neimechuanyinkenengyaofujigaotongjiejin4yimeiyuandezhuanlifeiyong。

shijishang，xiaomi、vivo、meizudengyoushangdoucengbutongchengdudixianruyutongxinchangshangdejiufen，zheihuoxushichuanyinzouchufeizhoudabenyingbixufuchudedaijia。