吉利洽购魅族属实，李书福造的手机会是什么样？

财经杂志2022-01-22

手机产业的产销链条十分完备，乍看之下进入门槛不高，但如何让消费者接受一个全新品牌，这考验着李书福的智慧。图/视觉中国文 |《财经》记者李皙寅李书福的手机谁来造？这一问题的答案正逐渐清晰。36氪报道称，湖北星纪时代科技有限公司（下称“星纪时代”）正与手机厂商“魅族”接触洽购，目前处于尽职调查阶段。虽然向吉利控股集团及星纪时代方面求证，对方回应称：“对市场传闻不予置评，星纪时代高端手机研发业务正在...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

mjng
2022-01-24
mjng
學習
haiwei183
2022-01-24
haiwei183
look
Tome
2022-01-24
Tome
贊👍
Youn7276
2022-01-24
Youn7276
Ok
Alvinlimsg
2022-01-23
Alvinlimsg
👍🏻👍🏻👍🏻
Moonchj
2022-01-23
Moonchj
留意

Leave a comment

281

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1114397882?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/c1a5a6a8d757fcbcfc40cbdb753ec005","is_english":false,"pubTime":"2022-01-22 22:04","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1114397882","market":"hk","top_or_hot":-1,"title":"吉利洽购魅族属实，李书福造的手机会是什么样？","media":"财经杂志","content":"<div>\n<p>手机产业的产销链条十分完备，乍看之下进入门槛不高，但如何让消费者接受一个全新品牌，这考验着李书福的智慧。图/视觉中国文 |《财经》记者 李皙寅李书福的手机谁来造？这一问题的答案正逐渐清晰。36氪报道称，湖北星纪时代科技有限公司（下称“星纪时代”）正与手机厂商“魅族”接触洽购，目前处于尽职调查阶段。虽然向吉利控股集团及星纪时代方面求证，对方回应称：“对市场传闻不予置评，星纪时代高端手机研发业务正在...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2022-01-22/doc-ikyakumy2000586.shtml\">Source Link</a>\n\n</div>\n","source":"caijing","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>吉利洽购魅族属实，李书福造的手机会是什么样？</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{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; 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吉利洽购魅族属实，李书福造的手机会是什么样？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-22 22:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2022-01-22/doc-ikyakumy2000586.shtml><strong>财经杂志</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>手机产业的产销链条十分完备，乍看之下进入门槛不高，但如何让消费者接受一个全新品牌，这考验着李书福的智慧。图/视觉中国文 |《财经》记者 李皙寅李书福的手机谁来造？这一问题的答案正逐渐清晰。36氪报道称，湖北星纪时代科技有限公司（下称“星纪时代”）正与手机厂商“魅族”接触洽购，目前处于尽职调查阶段。虽然向吉利控股集团及星纪时代方面求证，对方回应称：“对市场传闻不予置评，星纪时代高端手机研发业务正在...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2022-01-22/doc-ikyakumy2000586.shtml\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"00175","symbol_name":"吉利汽车","start_time":0,"source_url":"https://finance.sina.com.cn/tech/2022-01-22/doc-ikyakumy2000586.shtml","article_id":"1114397882","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/c1a5a6a8d757fcbcfc40cbdb753ec005"],"rights":{"source":"caijing","url":"https://finance.sina.com.cn/tech/2022-01-22/doc-ikyakumy2000586.shtml","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1114397882","pubTimestamp":1642860243,"sourceInfo":{"source_id":"caijing","name":"财经"},"weMediaInfo":null,"summary":"如何让消费者接受一个全新品牌，这考验着李书福的智慧。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"00175":"吉利汽车"},"translate_title":"Geely's purchase of Meizu is true. What will the mobile phone made by Li Shufu look like?","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/9d96261e2b65b8e05187bbf9bd1ee4dd","symbols_score_info":{"00175":0.9},"content_text":"手机产业的产销链条十分完备，乍看之下进入门槛不高，但如何让消费者接受一个全新品牌，这考验着李书福的智慧。图/视觉中国文 |《财经》记者 李皙寅李书福的手机谁来造？这一问题的答案正逐渐清晰。36氪报道称，湖北星纪时代科技有限公司（下称“星纪时代”）正与手机厂商“魅族”接触洽购，目前处于尽职调查阶段。虽然向吉利控股集团及星纪时代方面求证，对方回应称：“对市场传闻不予置评，星纪时代高端手机研发业务正在有序进展，我们希望打造开放融合的生态伙伴关系”。但是《财经》记者从相关交易的知情人处确认如上信息属实。虽然是行业新兵，但星纪时代并非“没有故事的女同学”，《财经》记者此前曾独家爆料李书福有意造手机，招兵买马组建团队。彼时，恰好与小米雷军造汽车的新闻遥相呼应，要怎么造手机？为啥造手机？一直是业内关注的热点。2021年9月28日，由李书福创办的星纪时代与武汉经济技术开发区签署战略合作协议，宣布进军手机领域。此前据媒体报道，该项目总投资逾百亿元，计划2023年推出手机产品，生产或由富士康代工。“这是基于现实的考量。借助手机能直面用户，改进人车交互体验；同时，推动公司数字化转型，让自己从造车公司变身科技公司。”中国汽车工业协会副总工程师许海东告诉《财经》记者。“造手机没想得那么难。”野村综研（上海）咨询有限公司通信和ICT事业咨询部总监陶旭骏告诉《财经》记者，手机设计、代加工业很成熟，汽车电子和手机行业人脉大量重合，李书福攒局入场并不困难。难点在做好供应链，在同质化竞争严重的市场中做出特色。当小而美遇到大而全魅族手机也曾有过年销2000万台的巅峰时刻。如今据BCI公布的数据，2020年12月28日至2021年1月31日，魅族的市场份额仅剩0.1%。去年底，魅族官方社区还公告称，Flyme的手机云备份即将停运。不过，擅长于产品定义的魅族仍有不少自己的拥趸，不少粉丝这几天密集关注了吉利控股集团的官方微博，并在各种内容下留言，提出了对未来魅族的期待，从产品、营销、组织架构不一而足。“怎么说呢……就用三个字来形容我目前的心情吧，那就是‘爷青结’。”谈及对魅族被收购的新闻，刚过而立之年，目前在一家地方党报担任记者的王先生面无表情地说道。“我第一次接触魅族手机，是大三时买的MX2。”回忆起十多年前初购魅族手机的经历，王先生仍然历历在目。“当时我有两个选择，一个是MX2，一个是小米2。尽管要贵400块，但我毫不犹豫选择了魅族，就是因为在国产安卓手机刚刚兴起的时代，魅族的设计是最有调性，最有审美的。”前两天，王先生照例在网上搜寻新闻的时候，魅族即将被吉利收购的消息映入眼帘。王先生放下手中的咖啡，盯着电脑屏幕，一时语塞。“这是没办法的事，‘小而美’在时代的浪潮面前，实在不是一个能在红海中屹立不倒的武器，”王先生这样告诉记者。“我知道这一天早晚都会来的。这样的结局，已经是最体面的一种了。”虽然外界口中总说“吉利造手机”，但星纪时代和吉利系资产没有直接的股权关系，故说是“李书福造手机”更准确。根据天眼查检索可得，吉利集团（宁波）有限公司是星纪时代的第一大股东，持股32.3%，另据受益所有人显示，李书福最终受益股份为57.85%，沈子瑜为15.13%，王勇为6.29%。值得留意的是，自通信及智能车机出身的沈子瑜，此前就曾与李书福多次合伙，涉足智能座舱、大算力芯片再到如今的手机。公司总经理王勇也是通信圈老人，曾任中兴通讯副总裁。当然，作为吉利的缔造者和掌门人，李书福肯定会借助吉利的产业优势。比如，借助吉利和沃尔沃两者生态圈内设计、研发、高端制造、产业链管理的经验，提升手机的高端感；同时，手机肯定会深度契合吉利产业，比如智能座舱、低轨卫星等业务。“在如今分秒必争的时刻，有助星纪时代项目加速落地。”独立TMT分析师付亮对《财经》记者分析称，魅族仍有一定的规模，星纪时代吸收这类的企业，一方面，吸纳魅族的产研能力，尤其是产品定义特长；另一方面，能够迅速搭出一个造手机的完整体系架构。“没想得那么难。”陶旭骏告诉《财经》记者，手机设计、代加工业很成熟，汽车电子和手机行业人脉大量重合，李书福攒局入场并不困难。难点在做好供应链，在同质化竞争严重的市场中做出特色。李书福为啥造手机梳理产业版图可得，无论作为母体的吉利控股集团，专注汽车的吉利汽车集团（0175.HK），还是用资本和战略投资孵化前瞻项目的吉利科技集团，吉利围绕出行领域的布局越来越广。但在面向终端消费者环节，或许还需要一个串联一切勾连企业与消费者的钥匙。产业观察者丁少将告诉《财经》记者，作为全时在线且紧贴用户的终端，现阶段手机再合适不过了。业内也有观点对李书福布局手机等多重业务表达了疑惑，担心多元化布局分散主业竞争力。但仔细梳理李书福及吉利系的布局可得，所有业务依然围绕交通出行的各种形态及上下游产业链，吉利试图通过资源外溢的优势，挖深护城河。伴随智能化水平不断提高，汽车的身份加速转变，“车”的属性逐渐降低，体验、交互、科技的属性逐渐增强，未来的汽车会更像一个机器人。威尔森智能网联应用中心总设计师竺大炜告诉《财经》记者，未来的智能汽车有了L5级的自动驾驶，或许会演化为移动的生活空间，内容会随着乘客、位置、出行目的而变化，人们在这里生活的时长可能会超过家和公司。这就导致汽车未来的形态必然会发生重大变化，车的出行属性会不断弱化，作为机器人的科技属性正在不断增强。在这一背景下，据《财经》记者了解，2020年下半年，吉利全面梳理了集团各条业务线和公司，按照不同属性，更新了条块沟通体系，理顺了汇报关系，跨部门协通合作成为新的发展重心。有观点认为，李书福造手机是面对“雷军们”进攻而做的防御。但据《财经》记者了解，动念想造手机的车企大佬远非李书福一人，他们的野心更大：不是和互联网造车企业互抢地盘，也非看重手机制造的软硬件利润。李书福希望用手机串联自身业务。在武汉市举行的签约仪式上，他直言，手机能链接车联网、卫星互联网，打造丰富的消费场景，做强生态圈，为用户提供更便捷、更智能化、万物互联的多屏互动生活体验。此外，吉利试图融合卫星互联网与5G，连接移动终端、车联网、卫星互联网三者，形成全新商业生态。短期来看，手机和智能座舱间能互相赋能；长期来看，无论是手机还是智能汽车，本质是殊途同归——变成一种消费者不离身的智能硬件，不仅是让人的意识永不下线，身体也能一直在路上。","kind":null,"is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9007411924,"gmtCreate":1642983030395,"gmtModify":1676533761492,"author":{"id":"3564614537181603","authorId":"3564614537181603","authorIdStr":"3564614537181603","name":"mjng","avatar":"https://static.tigerbbs.com/a854954445bb4118ad10dc538396e457","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3564614537181603"},"htmlText":"學習","listText":"學習","text":"學習","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007411924","repostId":1114397882,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9007492335,"gmtCreate":1642981554942,"gmtModify":1676533761086,"author":{"id":"3572683426659077","authorId":"3572683426659077","authorIdStr":"3572683426659077","name":"haiwei183","avatar":"https://static.tigerbbs.com/1cae291bddff5a30eeb96060074d8531","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3572683426659077"},"htmlText":"look","listText":"look","text":"look","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007492335","repostId":1114397882,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9007573158,"gmtCreate":1642978236432,"gmtModify":1676533760472,"author":{"id":"3570833668911971","authorId":"3570833668911971","authorIdStr":"3570833668911971","name":"Tome","avatar":"https://static.tigerbbs.com/d47f140f55f4badb19ca06d16064de5b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3570833668911971"},"htmlText":"贊👍","listText":"贊👍","text":"贊👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007573158","repostId":1114397882,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9007550022,"gmtCreate":1642972995812,"gmtModify":1676533759902,"author":{"id":"3577393549070429","authorId":"3577393549070429","authorIdStr":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577393549070429"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007550022","repostId":1114397882,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9007567210,"gmtCreate":1642952925958,"gmtModify":1676533759653,"author":{"id":"3578802764506490","authorId":"3578802764506490","authorIdStr":"3578802764506490","name":"Alvinlimsg","avatar":"https://static.tigerbbs.com/da35fe6140e90255fcfc90ff4acbfeb7","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":5,"crmLevelSwitch":1,"idStr":"3578802764506490"},"htmlText":"👍🏻👍🏻👍🏻","listText":"👍🏻👍🏻👍🏻","text":"👍🏻👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007567210","repostId":1114397882,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":630506652,"gmtCreate":1642952661048,"gmtModify":1676532628078,"author":{"id":"3586599855226207","authorId":"3586599855226207","authorIdStr":"3586599855226207","name":"Moonchj","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586599855226207"},"htmlText":"留意","listText":"留意","text":"留意","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/630506652","repostId":1114397882,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":281,"commentSize":16,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.28.3","shortVersion":"4.28.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1114397882"}