wen | yuansight  keji

10yue29riwan，xiaomifangmiangongbulexiaomi15hepengpaios 2dexiangguanxinxi。

qizhong，xiaomigongsichuangshirenleijunzhengshilexiaomi15jianghuizhangjiadexiaoxi，bingbiaoshigaikuanshoujineicunwei12gqitiao。

leijuncheng：“qunianwogendajiashuoguo，xiaomi14kendingshizuihouyicidingjia3999yuan。jinnian3nmgongyishengji，tongshigongyinglianramheromchengbenzhangfuhenda，womenzaiyanfashangtouruyefeichangda，xiaomi15queshixuyaozhangjia。”

zaigedashoujipinpaizhongdianbujuaidetaishixia，shoujizhongduanpinpainanyoudingjiaquan，jinkaocaigoushangyouxinpian，shibijiyewudailaigengdadebodong。

01、普涨来了

zhangjiadebuzhixiaomiyijia，vivoyuoppoyijing“xianzhangweijing”。

vivozuixinfabudex200xilie，xiangbiyushangdaix100xilie，qibiaozhunban、probandeqishoujiajunshangzhangle300yuan。oppofabudefind x8xilie，youyuqiandaimeiyouproban，duibishangdaifind x7xiliebiaozhunban，qishoujiayou200yuandezhangfu。

shangweizhengshifashoudeyijia、rongyao、realmedengpinpaideqijianjixing，junchuanchuzhangjiadexiaoxi。keyishuo，guochananzhuozhenyingdeqijianshouji，bushiyijingzhangjiajiushizaizhangjiadelushang。

gongyinglianzuixinxiaoxixianshi，taijidianjiangdiaozhengqixia5nmyixiagongyibaojia，zuigaozhangfuchaoguole10%，zheijiujianjiedaozhileshoujisocdeshangzhang，congerlagaoleshoujidezhizaochengben。zhimingfenxishiguomingqitoulu，gaotongxiaolong8 gen 4yidongpingtaijiangzhangjia15%，laidao180meiyuan（yueherenminbi1275yuan）。

duici，xiaomizhongguoqushichangbufuzongjingli、redmipinpaizongjingliwangtengzaiweibofawen，jieshijinnianqijianshoujizhangjiadeyuanyin：yishiqijianchuliqishengjizuixin3nmzhicheng，gongyichengbendafuzengjia；lingyifangmianshineicunjingguochixuyiniandezhangjia，yijingdaolegaodian，suoyidaneicundebanbenzhangfugengda。wangtengbiaoshi：“niandizheiyiboqijiandingjiadoutingnande，meiyikuanhaochanpindouzhidebeiguli。”

jinnian6yue，yijiazhongguoquzongcailijieyecengbiaoshi，congquniankaishi，xinpiandengyuancailiaomeigejidudouyouyidingchengdudezhangjia，suizhezhichengjishudejinbuyijixingnengheainenglidetisheng，meiyidaiqijianxinpiandechengbendouzaishangsheng。

duiyuyongyouziyanxinpiannenglidepingguolaishuo，xintaidaoshicongrongbushao，zaiyizhongyoushangfenfentijiadeshike，fanxiangkaiqiledazhemoshi。

10yue20ri，tianmaopingguoguanfangqijiandiangongbuleshuang11youhuizhengce，10yue21riwanjianxianhuokaimai。

genjuguanfangqijiandiancelve，iphone、ipad、apple watch、airpodsdengxiliechanpinjunxiangshoubutongchengdudezhekouyouhui，qizhong，iphone 16xiliechanpinkeshiyongtianmaofafang500yuanjingxiquan，yijiuhuanxinzhigaobutie1100yuan，diejiayijiuhuanxinhougoumaiiphone 16xilieshoujizhigaoyouhui1600yuan。feiiphonechanpinkeshiyong50~200yuanjingxiquan，haikediejia88vipdaequanshiyong。

02、卷无可卷

zaiguoquzheiliangsanniannei，zhuliushoujipinpaizaijiaojinnaozhidijuanjishu、juangongneng，yijingnanyouchuangxinkongjianchuxian。wulunshiwaiguansheji、caizhiyongliaohaishiyingxiangpeizhi、yingjianpeizhi，zhuliushoujipinpaidezhengtikuangjiazaiquxiangtongzhihua。

yinci，dangxingyeyijing”juanwukejuan“zhiji，shoujixingyekaishijiangaishiweixiayigeqiaodongshidaidequshengzhichi。

lvxiangenjindeshioppo，zaozaijinniankainiandenianhuishang，oppochuangshirenchenmingyongjiuqiangdiao，yaoweiaizhengheoppoquanqiuyanfaziyuan，“juquangongsizhili”zhuazhushidaijihui。weici，oppozairenyuanjiagoushangzuochuzhongdadiaozheng，jiangsuoyouaixiangguandezhinengbumen，zhenghedaoyigeshitibumenzhinei，zairenyuanzijintourushangbusheshangxian。

suihou，qitazhuliushoujipinpailuxugenjin，bingzaijinnianxiabanniankaishiyoujieduanxingchengguochanchu。

8yue23riwan，xiaomijituanzongcaijianxiaomipinpaizongjingliluweibingzaigerenweibofatieyugaocheng，pengpaios 2.0jiangchengdanzhe“aidamoxingzhonggoucaozuoxitong”deshiming。

10yue14ri，rongyaoceozhaominghe360chuangshirenzhouhongyijubanleyichangzhibo，qianzheshiyongrongyaomagic7yanshileaijishudeshenqigongneng。zhaomingjinduirongyaomagic7shuo“diansanbeiruixingbingmeishi，yaodabei”，shoujijiuzidongdakaimeituan，sousuokafei，wanchengxiadanzhifudequanguocheng。

duiyushoujipinpailaishuo，bushupangdaguimodeyunduansuanlilaishixianxiangguanaigongneng，touruchanchubiguogao，liyongshoujizhongduandesuanlilaishixiangongnenggengjuxingjiabi。

butongyuyunduansuanlixinpianjihumeiyouwulikongjiandexianzhi，duancedegaosuanlishixian，xuyaozaishoujixiaxiaoqieyouxiandewulikongjianjiangugaosuanliyugonghao，tigaolexinpiandezhizuogongyi。

yilianfakeweili，qunianfabudetianji9300shidiyidaicaiyongquandahejiagoudemianxiangaishidaideshoujixinpian。jinnianfabudedierdaiquandahejiagoudetianji9400，qidanhexingnengxiangjiaoshangyidaitisheng35%，duohexingnengtisheng28%。tianji9400caiyongtaijidiandierdai3nmzhicheng，xiangjiaoshangyidaitongxingnenggonghaojiangdi40%，zhulizhongduanshixiangengzhangdedianchixuhangshijian。

zheiyangyilai，shoujiaixinpianzaiyuanbenzhizuogongyitishengdeqingkuangxia，zaidiejiagedashoujipinpaide“qianggou”，jiageshangzhangjiuchengweilemouzhongbiran。

03、上游博弈

duiyumeiyouziyanxinpiannenglideshoujipinpailaishuo，bujuaishoujixuyaoyushangyouxinpianjinxingshendubangding。

oppofangmianbiaoshi，zhengzaiyulianfakedengxinpianchangshangjinmihezuo，weiraoaixinpianjinxingshendudingzhi，weiaidamoxingdeduancebushutigongqiangdasuanli。

vivozaix200xiliexinpinfabuhuishangxuanbu，yuarmgongtongchenglilianheshiyanshi，zhizaizhankaishencengcidejishuhezuo。ciciyuarmchenglilianheshiyanshi，jiangyouzhuyuvivozaixinpianjishufangmianqudegengduotupo，jinyibutishengx200xiliedexingnengbiaoxian。

yimuqiandexingyetaishilaikan，xinpianlingyushifengyunguijue，jibianshixianghubangdingdegongshengguanxi，yehuicaqiangzouhuo。armyugaotongzhijiandejiufen，qiahaokazaishoujipinpaizhongdianfaliaideguanjianshike，huojiangzhijiedaluanxiangguanbushu。

10yue23ri，juxiangguanmeitibaodao，armjihuachexiaogaotongshiyongqizhishichanquanshejixinpiandeshouquan。genjuyifenzuixinwenjian，armtiqian60tianxianggaotongfachutongzhi，yituzhongzhishuangfangdejiagouxukexieyi。

congyewuguanxishang，armyugaotongkeweishishi“chunchixiangyi”。armbuzhijieshengchanhexiaoshouxinpian，qishangyemoshizhuyaoshiweiraozhishichanquan（ip）deshejiyushouquandazao。gongsitongguoshouquanxukezhenghexukeshiyongshoufeishixianyingli，gaotongzuoweiquanqiuzhimingdedisanfangshoujichuliqichangshang，tongguoxukexieyishiyongarmdezhilingjihejiagou，kaifachuleguangshouhuanyingdexiaolongxiliechuliqi。

gaotongshiarmdierdakehu，armshigaotongdiyidagongyingshang，kansilaobukepodeguanxibeihou，beihouqueshixiaodongzuopinfan。

gaotongzhengzaifangqishiyongarmyuanbansheji，zhuaneryouxiankaolvzijidesheji。gaotongqunian9yuefenheguge、yingteer、yingweidahesanxingdenggongsilianhejianlilerisc-vruanjianshengtaixitongjihua，haizaiqunian10yuefenshoucifabulemianxiangdazhongshichangderisc-vanzhuosocxinpian。

“xiaomi、rongyao、yijiadengzhinengshoujipinpaijiangzaiweilaijizhoufabudazaixiaolong8 elitedezhongduan。”10yue22riwanjian，gaotonggongsiquanqiufuzongcaihoumingjuanzaimeitigoutonghuishangcheng，xiaomijituanyiduodexiaolong8 eliteshoufaquan，zaixiaolongfenghuixianchangrongyaoshouxiyingxiaoguanguoruiyeshoucixiangguangdagongzhongjinxinglezhanshijijiangmianshiderongyaomagic 7shouji。

tangruoarmchenggongchexiaoshouquan，neimexiaomi、rongyaozheixiezaigaotongzhenyingdeshoujipinpai，chuhuoliangbiranshoudaoyingxiang。xiangbizhixia，pingguodengziyanxinpianzhilusuinanduxishupogao，danshengzaigongyingliandewendingxing，shouwozijiadexinpian，zirannengyourenyouyudimianduizheianliuyongdongdexingyebianhua。