文 | 价值星球Planet 竹铭
编辑 | 计然
xiaomizhengzaisidiaoxingjiabidebiaoqian,biandeyuelaiyueguile。
10yue29ri,xiaomizhaokaixinpinfabuhui,xinfabudexiaomisu7 ultraliangchanbanyushoujiagaoda81.49wanyuan,erciqianfabudexiaomisu7biaozhunbanshoujiawei21.9wanyuan。tongshi,xinfabudexiaomi15qishoujialaidaole4499yuan。xiangbiciqianxiaomi14de3999yuanqishoujia,zhangjiayue500yuanzuoyou。
leijuncengxiaoyanmifenyaozhenxi3999yuanqishoudexiaomiqijian,yihoubuhuizaiyouzheiyangdejiage。xuduomifendiaokan,“womenzhishibianlaole,bushibianfule”。
guoqu“xingjiabi”yizhishixiaomidelinghun,ranerjinjinianxiaomikaishizouxianggaoduanhua,buguanshishoujihaishiqichedejiagedouzaiwangshangzhang,zhujianbianchengnianqingrenmaibuqideyangzi。
neime,xiaomiweiheyaogaoduanhua?pingshenmegaoduanhua?gaoduanhuazhilushangyouhuipengdaonaxiekunnan?
高攀不起的小米
xiaomizuijindezheichangxinpinfabuhui,dajiazuiguanzhudeshijiushixiaomisu7 ultrahexiaomi15。
leijunzaiyanjiangguochengzhong,yizhiweizuihouxiaomisu7 ultrajiagedegongbuzuopudian。
taxianshipingjiazheikuancheshixiaomisu7xilielimiandingweizuigaoduan、xingnengzuiqiangdeyikuanchexing,shidibiaozuikuaisimenliangchanche。
deque,xiaomisu7 ultrazuidamalidadao1548ps,lingbaijiasujinxu1.98s,shejizuigaoshisu350km/h,zheixieshujudouhenxiyinyanqiu。
ranhouleijunyizhiqiangdiao,xiaomisu7 ultrabuhuibianyi,youdianxiaogui,bingqiejiangqigenbaoshijietaycan turbo gtjinxingduibi,biaoshi“quanmianlingxian”。
zhidaozuihouxuanbuwanjiage,taixiachuanlaixixiluoluodezhangsheng,changmianyouxieganga,zaiyetingbudaoxiaomishouji1daigongbu1999yuanjiageshitaixiaxingfendehecaishengle。
youwangyoudiaokan,“xianzaibaoshijieshoujiadiepo40wanyuanle,shizaimaibuqixiaomisu7 ultrakeyixianmaibaoshijieguoduyixia”“cengjingduixiaomiaidabuli,xianzaiduitagaopanbuqi”。
haiyouxiangdangyibufenrenzaizhiyi,xiaomishibushipiaole?
duiyuzheixiezhiyi,leijunyiyouyuliao。tazaidangtiandefabuhuixianchangshuo,zijizhenzhengguanxindewentishixiaomijingxinweidajiazhunbeidechanpin,“zhibuzhizheigejiaqian?shibushizhendechaoguolexiangyaoderendeyuqi?”
jiujingzhibuzhi,haishiyaodengdaochezijiaofuzhenzhengtiyanhoucaijianfenxiao。
chuleqiche,xiaomideshoujiyebiandeyuelaiyuegaoduanhua。
zaizheicifabuhuishang,leijunbiaoshi:“xiaomidegaoduanhuazhanlveyijingzhixingle5nianshijian,fabule5daichanpin。jintianfabudexiaomi15,jiangshiyoushiyilaitiyanzuiliuchang、waiguanzuijingzhi、shouganzuihaodexiaopingqijian。”
cicifabudeshuzixiliezhong,xiaomi15shoujiawei4499yuanqi、xiaomi15 proshoujiawei5299yuanqi。dabufentongjijigoujiangshoujiachaoguo600meiyuan(yuewei4281yuan)dejixingdingyiweigaoduanji。zheiyiweizhe,xiaomishuziqijianjiquanbumaijinlegaoduanhuamenjian。
mumu(huaming)shiguhuijidemifen,congxiaomi1daikaishijiuzaizhichixiaomi。zheiliangnian,mumumingxianganjuexiaomiyuelaiyueguile,tayeyouxieyihuo,bushizhudagaoxingjiabima?maidezheimeguishibushilichuxinyuelaiyueyuanle?
shishishang,xiaomigaoduanhuazhanlvezaozai2020nianjiukaishile。dangnianxiaomi10xilieshoucichongjigaoduanshichang。2022nian,xiaomizhengshijianggaoduanhuamingqueweijituanzhanlve,tichuquanmianduibiaopingguo。zaiquniandegerenyanjiangshang,leijungengshicheng“xiaomidegaoduanhuazhilushibiyouzhilu,gengshishengsizhizhan”。
congshujushangkan,2024niandiyijiduxiaomigaoduanzhinengshoujichuhuoliangzaiqizhengtizhinengshoujichuhuoliangzhongdezhanbidadaole21.7%,tongbitishengle1.4gebaifendian。canalysshujuxianshi,2024niandierjiduxiaomizaiquanqiugaoduanshichangshizhanlvwei2%,tongbizengzhang71%。
zheiyiweizhe,xiaomizaigaoduanhuadelushangyuezouyuekuai。zheishizhideqinghedeshi。
dantongshi,tayelixingjiabidebiaoqianyuelaiyueyuan。
neime,xiaomiweihemaozhebeidaliangfensizhiyishenzhipaoqidefengxian,yeyaojiandingzougaoduanhua?
为何坚定走高端化之路?
meijiaqiyerutongyisouchuan,chuzaixingyedachaozhong。suizhechaoshuizhuanxiang,qiyeyebudebugaibianhangxiang。
xiaomizhisuoyiyaojianjuegaogaoduanhua,yigezhuyaoyuanyinshishichangzengliangyuelaiyuenanwajue。
2017nianyilai,suizhezhinengshoujipujilvjianding,dabufenxiaofeizhebuzairezhongyuhuanji,shichangzengliangyeyuelaiyueshao。2022nian,zhongguozhinengshoujishichangchuhuoliangtongbixiadie13.2%,chuangdangshiyoushiyilaizuidajiangfu。
jinguanzengsufanghuan,dangaoduanshoujishichangrengbaochizengzhang。2022nian,gaoduanshoujishichangdexiaoliangnishizengzhang1%,duiquanqiushoujishichangshourudegongxianshoucichaoguo55%。
yejiushizheiyinian,xiaomijianggaoduanhuashangshengweijituanzhanlve。duiyuxiaomilaishuo,ruguojixuzouxingjiabideluxian,lirunjiangyuelaiyueweibo,wuyijiangzijibijinlesihutong。
lingwai,xiaofeizheduizhongdiduandeshoujimaidianyijinggandaopijuan,xiaomibixuconggaoduanhuazhongdachugengduomaidian、wanchugengduohuayang,cainengxiyingengduoxiaofeizhe。
genghekuang,huawei、oppo、vivodengjingzhengduishoudouzaibujugaoduanhua,xiaomibuzuojiuhuiluohou。
yinci,xiaomibujugaoduanhuadequeshibiyouzhilu,yeshishengsizhizhan。
jinnianyilai,zhinengshoujishichangbaituolexiahuaqushi,shixianlezengzhang:genjutechinsightsshuju,2024niandisanjiduquanqiuzhinengshoujichuhuoliangdadaole3.077yibu,tongbizengzhang3.8%,zheishilianxudisigejidubaochifusutaishi。
danshi,zhenggeshichangdezengsuxiangbiyiwangyirandafufanghuan。erqietechinsightsyuce,2025nianzengzhanglvjiangjiangzhi2%。suoxingdeshi,gaoduanshoujishichangbiaoxianyiranchuse,chengweigedashoujichangshangwajuezengliangdejuejindi。genjuidcfabudeshuju,2024niandisanjiduzhongguozhinengshoujishichangchuhuoliangyue6878wantai,qizhonggaoduanshoujishichangfenedadaole29.3%
suoyi,jinniangedaguochanshoujipinpaijitizhangjia,jinyibutuidonggaoduanhuazhilu:pconlinetongjifaxian,xiangbishangdaichanpin,vivo x200quanxizhangjia300yuan;oppo find x8quanxizhangjia200yuan;rongyaomagic7zhangjia100yuan;xiaomi15zhangfuzuida,zhangjia200-300yuan,qieqishoujiashangzhanglezuzu500yuan。
rangshoujichangshangchimigaoduanhuazhiludelingyigeyuanyinshi,tamendequechangdaoletiantou。canalysshujuxianshi,2024niandierjiduquanqiugaoduanzhinengshoujishichang(600meiyuanyishang),chuhuoliangqianwudechangshangjunshixianletongbizengzhang。
youqishi,xiaomigengshitongguogaoduanhuanadaoleshichangzengliang,jinyibutishengleshichangdiwei,zaizuijindefabuhuishang,leijunbiaoshixiaomijinniandierjiduyejitongbizengzhanggaoda32%,qishoujichanpinzaiquanqiuchuhuoliangbangdanshangwenjuqiansan。
qichefangmian,gaoshengyucexiaomisu7 ultramingnianxiaoliangwei4000liang,gongxian5%deqicheyewushouru。erjuleijuntoulu,su7 ultrayushou10fenzhongneixiaodingyijingtupo3680tai。
zibenjigouyetishengleduixiaomidexinxin,gaosheng、huaqishuangshuangshangdiaoxiaomimubiaojiazhi30gangyuan/gu。gaoshengyuji,xiaomi2024nianjiangjixuzaishouruhechuhuoliangfangmianshixiantongbifusu,bingtongguogaoduanhuahehulianwangshouruzengzhangweichiwendingdemaolilvheyunyinglirunlv;huaqizezaibaogaozhongqiangdiao,xiaomishoujiyuqichezaigaoduanchangfeneyouwangjinyibutisheng。
gaoduanhua,dequeweixiaomidakailecunliangshidaidexinzengliang,rangshichangkandaoletatongguodiedaishengjihuodexinfazhandekenengxing。
neime,daodishisheizaiweigaoduandexiaomifufei?
xiangdangyibufenrenrenwei,buhuiyouneimeduorenmaisu7,yinweiyouqianrenkanbushang,mifenmaibuqi,meixiangdaojingranzheimeqiangshou。
shishishang,yigeburonghushideyuanyinshixiaomiyuelaiyuetiejinnvxing。
wangluoliuchuanyigexiaofeipaiming:nvren>haizi>laoren>chongwu>nanren,nvxingdexiaofeinengliyuanyuandayunanxing。xiaomicengjingbeidangzuoshi“zhinanpinpai”,danxianzaizaishejishangyuelaiyueyinghenvxing,biruleijuntouluxiaomisu7shejideshougeyaoqiujiushiyanzhiheshouna,xiaomisu7nvxingyonghuyichao40%,shijinvchezhuhuojiejin50%。
cicixinpinfabuhuishang,xiaomi15tuichuledingzhiseban,kexuan 20 zhongyanse 40 zhongdapei。youwangyoucheng,leizongzheishiyouyicimiaozhunlenvxingdexinheqianbao。
高端化之路上的险阻
jinguanzaigaoduanhuashangjinzhanjiaoweishunli,danxiaomiyaozhenzhengjianghaozijidegaoduanhuagushibingburongyi。yinweimianxiangweilai,tahaimianlinzhezhongzhongtiaozhan。
首先就是强敌环伺。
cicixiaomi15fabuhou,xiaomichenggongmaijin4000yuanmenjian,xiayigegaoduanhuaguanjiandianjiangshi6000yuanyishangdegaoduanji。daoneishihou,xiaomimianlindezuidaduishoujiushipingguo、sanxinghehuawei。
pingguohesanxingyijingzaigaoduanhuashanglaolaozhanjulejingzhengyoushi,congquanqiugaoduanshichangfenelaikan,pingguogaoda62%,sanxing22%,huawei9%,xiaomijinwei2%。duanqinei,xiaomizaigenpingguohesanxingzheiyangdeqiangdijingzhengzhonghennannadaoduoshaozengliang。
tazhenzhengxuyaozhengmianjiaoliangdeshihuawei。
cong5gjishu,daoziyanxinpian,zaidaohongmengxitong,meiyixiangjishudouzaibangzhuhuaweizaigaoduanhuazhanchangshangzhanwenjiaogen。lingwaizaiquanchangjinglingyu,huaweitongyangshituzaiwudachangjingjianliqiyonghudegaoduanxinzhi,erxiaomizaijishulingyuxiangbihuaweishaoxianxunse。
lingwai,zaipinpaiwenhuafangmian,huaweiminzuqinggandesecai,xiangduizaigaoduanhualushanggengshunli,erxiaomiyouyudashanglenonghoude“xingjiabi”“zhongdiduan”biaoqian,hennanzaiduanshijianniuzhuanxiaofeizhexinzhi。
telaotede《dingwei》lilunzhichu,dingweibushiduichanpinyaozuodeshi,ershiduiyuqiyonghuyaozuodeshi。yejiushishuo,pinpaiyaozaiyuqiyonghudetounaolijinxingchanpindingwei,quebaochanpinzaiyuqiyonghutounaolizhanjuyigezhenzhengyoujiazhidediwei,erxiaomixianzaiyaozuodejiushizaiyonghuxinzhizhongzhenzhengzhanjugaoduanhuadiwei。
yaozhenzhengzuodaozheiyidian,haideshikaojishuchuangxin。
guanchazheicixiaomidezhengchangfabuhui,keyikanchuxiaomigengxianggenwaijiechuandichulaideshi,zijidegaoduanhuashijianlizaijishujichuzhishangde,erfeijinjinzhishikaoyingxiaotuidong。
biru,leijunjiuqiangdiao,xiaomijinnianyujiyanfatouruchao240yi,2025 nianyujida300yiyuan,chixutouru ai、os hexinpiandengdicengjishu。
xiaomifangmianhaibiaoshi,xiaomisu7 ultradazaidexiaomichaojidianjiv8s,youxiaomizizhuyanfaheshengchan,shimuqianzhuansuzuigao、xingnengzuiqiangdeliangchanzhuqudianji。xiaomi15quanxishiyongxiaomiquanxinm9faguangcailiao,duyoudeshuangcengweiqiangfaguangjiegou,pingmugonghaojiangdi18%,faguangxiaolvtisheng8.5%。
dangran,womenkanhaoxiaomidegaoduanhuazhilu,erzheitiaolubiranshiyoujishutuidongde。
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