小米造车：买买买、投投投，代工是不可能的！

车智2021-09-09

北京时间9月8日，有消息称小米即将接手北京现代第二工厂，该工厂负责生产索纳塔、朗动、途胜等车型。这是继小米8月25日公告花费7737万美元并购自动驾驶初创公司deepmotion后，在汽车领域的第二大并购行动。目前，该消息还没有得到官方的确认。但是，自从9月1日雷军宣布注册小米汽车有限公司正式注册，9月2日被确认是在北京经济开发区（亦庄）注册后，小米造车进入了实际性阶段。同时，小米开始了大规模的...

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

ashxx
2021-09-10
ashxx
qq
钱自动进户口
2021-09-09
钱自动进户口
買買買
- 钱自动进户口:
  哦哦
- 钱自动进户口:
  什么时候
- 钱自动进户口:
  冲鸭
- 钱自动进户口:
  买吧
- 钱自动进户口:
  哈哈

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1119280517?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","is_english":false,"pubTime":"2021-09-09 10:41","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1119280517","market":"hk","top_or_hot":-1,"title":"小米造车：买买买、投投投，代工是不可能的！","media":"车智","content":"<div>\n<p>北京时间9月8日，有消息称小米即将接手北京现代第二工厂，该工厂负责生产索纳塔、朗动、途胜等车型。这是继小米8月25日公告花费7737万美元并购自动驾驶初创公司deepmotion后，在汽车领域的第二大并购行动。\n目前，该消息还没有得到官方的确认。但是，自从9月1日雷军宣布注册小米汽车有限公司正式注册，9月2日被确认是在北京经济开发区（亦庄）注册后，小米造车进入了实际性阶段。同时，小米开始了大规模的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzAxMjE2OTMwMg==&mid=2538210644&idx=1&sn=78de095d3dc3c38451e76f3cd36c4782&chksm=890b5c6dbe7cd57bd26fea0246ea1eb369fb221f1566580a3347725ced48845eb157ea9fb26e&scene=27#wechat_redirect\">Source Link</a>\n\n</div>\n","source":"lsy1577238218840","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>小米造车：买买买、投投投，代工是不可能的！</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小米造车：买买买、投投投，代工是不可能的！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-09 10:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MzAxMjE2OTMwMg==&mid=2538210644&idx=1&sn=78de095d3dc3c38451e76f3cd36c4782&chksm=890b5c6dbe7cd57bd26fea0246ea1eb369fb221f1566580a3347725ced48845eb157ea9fb26e&scene=27#wechat_redirect><strong>车智</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间9月8日，有消息称小米即将接手北京现代第二工厂，该工厂负责生产索纳塔、朗动、途胜等车型。这是继小米8月25日公告花费7737万美元并购自动驾驶初创公司deepmotion后，在汽车领域的第二大并购行动。\n目前，该消息还没有得到官方的确认。但是，自从9月1日雷军宣布注册小米汽车有限公司正式注册，9月2日被确认是在北京经济开发区（亦庄）注册后，小米造车进入了实际性阶段。同时，小米开始了大规模的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzAxMjE2OTMwMg==&mid=2538210644&idx=1&sn=78de095d3dc3c38451e76f3cd36c4782&chksm=890b5c6dbe7cd57bd26fea0246ea1eb369fb221f1566580a3347725ced48845eb157ea9fb26e&scene=27#wechat_redirect\">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":"01810","symbol_name":"小米集团-W","start_time":0,"source_url":"https://mp.weixin.qq.com/s?__biz=MzAxMjE2OTMwMg==&mid=2538210644&idx=1&sn=78de095d3dc3c38451e76f3cd36c4782&chksm=890b5c6dbe7cd57bd26fea0246ea1eb369fb221f1566580a3347725ced48845eb157ea9fb26e&scene=27#wechat_redirect","article_id":"1119280517","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1119280517","pubTimestamp":1631155299,"sourceInfo":{"source_id":"lsy1577238218840","name":"车智"},"weMediaInfo":null,"summary":"北京时间9月8日，有消息称小米即将接手北京现代第二工厂，该工厂负责生产索纳塔、朗动、途胜等车型。这是继小米8月25日公告花费7737万美元并购自动驾驶初创公司deepmotion后，在汽车领域的第二大","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"01810":"小米集团-W"},"translate_title":"Xiaomi builds a car: It is impossible for buy buy to buy, invest and invest, and OEM!","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/7d348b33dc353720006cefce65752e6b","symbols_score_info":{"01810":0.9},"content_text":"北京时间9月8日，有消息称小米即将接手北京现代第二工厂，该工厂负责生产索纳塔、朗动、途胜等车型。这是继小米8月25日公告花费7737万美元并购自动驾驶初创公司deepmotion后，在汽车领域的第二大并购行动。\n目前，该消息还没有得到官方的确认。但是，自从9月1日雷军宣布注册小米汽车有限公司正式注册，9月2日被确认是在北京经济开发区（亦庄）注册后，小米造车进入了实际性阶段。同时，小米开始了大规模的人员招聘工作。\n在2021年3月30日小米在港交所公告官宣造车后，小米在汽车领域的策略就是先喊出口号，包括10年投资100亿美元、首批投资100亿，账面现金超过1000亿等，借此来吸引人才和产业资源的关注，并且开始对外投资并购战略。\n小米造车，这是一场事先宣扬的行动，并借此持续吸引舆论关注、人才和产业资源关注、潜在车主（主要是米粉）的关注，雷军还打上了个人情感牌，宣称这是自己人生最后一个重大创业项目。\n对于小米来说，要尽快的将这些优势，转化成为量产车型，这就有了小米买自动驾驶团队的公告，有了买工厂的传闻，此前还在接触并购恒大汽车的可能性，小米还特此公告进行解释。可见小米的一举一动都是备受关注的，并且是能够影响大局的。\n小米造车，也采用了买买买的策略，但是，是相对谨慎的买买买，也包括了的投资，这和恒大当年造车的买买买，在策略上，在资金体量上，都是有很大的区别。手握重金的小米，是造车路上最靓的仔。\n\n01、小米造车的投资和并购\n在小米官宣造车后，小米战投和小米产投，疯狂的在市场上扫汽车产业链项目，并且要进行大规模的投资。\n在官宣造车后，小米投资了激光雷达公司禾赛科技，投资了自动驾驶初创公司纵目科技（可能看重的是该公司的角雷达，这是此前该公司拿到产业链投资的重要支撑）。\n此外，小米还在试图投资芯片初创公司黑芝麻，而在2020年12月，小米长江产投还投资了动力电池供应商中航锂电。小米还投资了智芯半导体、博泰车联网、睿米科技等智能汽车相关企业，有统计显示，小米投资了30多家汽车产业相关公司。\n同时，雷军也在带队与一众的车企洽谈，解决小米汽车的生产问题，洽谈的车企包括了长城、宝沃、比亚迪等，都曾经出现在小米的合作绯闻对象清单中。最新的消息是，北京现代第二工厂要出售，有数家车企在洽谈，其中包括了小米。\n\n随着小米造车的深入，相信小米还会继续投资汽车产业链公司。其中，小米和宝沃洽谈得比较深入，但在7月份，有消息显示宝沃将会进入破产程序，不知道是为了卖身小米前减少债务，还是小米真的转向现代第二工厂，此前，理想接手了现代第一工厂。\n此外，代工的话，吉利和富士康合资可以代工汽车，但，和小米合作可能性不大了。因为吉利研究院院长胡峥楠加入顺为资本出任合伙人，此前盛传小米以10亿的代价挖胡负责造车。从现在的消息来看，胡峥楠应该就是小米汽车负责人，所谓的顺为资本合伙人不过是避免被吉利追杀，现在胡峥楠带来的团队在负责相关造车事宜。\n对于小米来说，代工的模式并不理智，制造还是智能网联电动汽车的核心竞争力 ，特斯拉超级工厂，也为特斯拉提供了强有力的保证，更重要的是，能够有效的降低制造的成本，这是小米需要学习的。\n毕竟，当小米汽车要量产了，必然要面对特斯拉这个价格屠夫，以性价比起家的小米品牌，没有理由让米粉们多掏钱。\n买自动驾驶团队，买工厂，甚至买更多的公司，都是为了加速小米造车的进程，从资金使用效率上看，小米造车的买买买完全不同于恒大造车的买买买。\n02、造车的资金使用效率\n恒大汽车因为恒大集团陷入现金流危机而陷入困境，现在恒大汽车在寻找资金注入，也曾经和小米有过初步接触，但小米并购恒大汽车的可能性不大。整合难度太大，代价可能也会很高昂。\n导致恒大汽车陷入今天困境的原因，就是资金使用效率太低。恒大在汽车领域投入了足够的资金，包括买国能汽车花了几十亿美元，投资贾跃亭的FF又是几十亿美元，还有各种买买买，许家印当时著名的买买买合合合圈圈圈思想指导下，恒大汽车花费了天量的资金，根据恒大的自我统计，2019-2021年累计投入为294亿元人民币，包括了恒大集团在2019年投入的147亿。\n恒大汽车本身融资了数次，融资了超过300亿港币。恒大汽车本身的资金，其实并不是出现困难，出现困难的原因就类似当年乐视网的操作。\n恒大汽车的前车之鉴，雷军肯定也是看在眼里。以恒大的操作，小米接盘恒大汽车，有可能就如同融创当年接盘乐视。当然了，孙宏斌当年也是有别的想法。\n雷军很难对恒大别的业务有想法，所以小米不大可能接盘恒大汽车。根据目前的消息来看，恒大汽车要整体从深圳回归南沙了，说明，接盘恒大汽车的资金还是来自广州的。\n\n从目前小米在汽车产业的投资和并购标的来看，小米的资金使用效率是比较高的。也就花了七千多万美元并购deepmotion，虽然不少钱，但是，主要是自动驾驶行业溢价太高，另外，投资的一些标的，甚至还有可能赚钱。\n另外，花钱买工厂也是必然的事情，顺带要把生产资质搞定。要搞定生产资质和量产工厂，小米要准备20-30亿的资金，就能够得到一座很好的工厂。小米还是要力争自建工厂，汽车代工的模式，现在还不成熟。更何况，制造能力也是车企的一个核心竞争力，好的产能，车企也不会对外释放。\n在研发上，小米要砸出重金，另外，在生态构建上，和此前小米投资的超过400家企业，构建的小米生态链，小米生态链+小米汽车，还是有可能产生很好的化学反应，为用户提供更好的生活、出行体验。\n这，或许就是外界，对小米造车有所期待的原因。恒大汽车，可以讲住和行的故事，小米汽车可以讲行和生活的故事。更期待哪个呢？","kind":"news","is_publish_news":true,"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":881931568,"gmtCreate":1631284350854,"gmtModify":1676530520083,"author":{"id":"3496615848908067","authorId":"3496615848908067","name":"ashxx","avatar":"https://static.tigerbbs.com/20664921581e98fe3606e4bb5c14ad33","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3496615848908067","authorIdStr":"3496615848908067"},"htmlText":"qq","listText":"qq","text":"qq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/881931568","repostId":1119280517,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":889590751,"gmtCreate":1631155553273,"gmtModify":1676530482405,"author":{"id":"4087995353281550","authorId":"4087995353281550","name":"钱自动进户口","avatar":"https://static.tigerbbs.com/7516e21b6fe1c1da23215f8600636ce0","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4087995353281550","authorIdStr":"4087995353281550"},"htmlText":"買買買","listText":"買買買","text":"買買買","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/889590751","repostId":1119280517,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6062564,"gmtCreate":1633102165139,"gmtModify":1663234747240,"authorId":4087995353281550,"author":{"id":4087995353281550,"idStr":"4087995353281550","authorId":4087995353281550,"name":"钱自动进户口","avatar":"https://static.tigerbbs.com/7516e21b6fe1c1da23215f8600636ce0","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":889590751,"type":1,"supId":0,"prevId":0,"content":"哦哦","text":"哦哦","html":"哦哦"},{"id":6031219,"gmtCreate":1632874673738,"gmtModify":1663234611952,"authorId":4087995353281550,"author":{"id":4087995353281550,"idStr":"4087995353281550","authorId":4087995353281550,"name":"钱自动进户口","avatar":"https://static.tigerbbs.com/7516e21b6fe1c1da23215f8600636ce0","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":889590751,"type":1,"supId":0,"prevId":0,"content":"什么时候","text":"什么时候","html":"什么时候"},{"id":5988048,"gmtCreate":1632528949669,"gmtModify":1663234412830,"authorId":4087995353281550,"author":{"id":4087995353281550,"idStr":"4087995353281550","authorId":4087995353281550,"name":"钱自动进户口","avatar":"https://static.tigerbbs.com/7516e21b6fe1c1da23215f8600636ce0","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":889590751,"type":1,"supId":0,"prevId":0,"content":"冲鸭","text":"冲鸭","html":"冲鸭"},{"id":5965601,"gmtCreate":1632359419880,"gmtModify":1663234301935,"authorId":4087995353281550,"author":{"id":4087995353281550,"idStr":"4087995353281550","authorId":4087995353281550,"name":"钱自动进户口","avatar":"https://static.tigerbbs.com/7516e21b6fe1c1da23215f8600636ce0","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":889590751,"type":1,"supId":0,"prevId":0,"content":"买吧","text":"买吧","html":"买吧"},{"id":5883634,"gmtCreate":1631751469243,"gmtModify":1663233942042,"authorId":4087995353281550,"author":{"id":4087995353281550,"idStr":"4087995353281550","authorId":4087995353281550,"name":"钱自动进户口","avatar":"https://static.tigerbbs.com/7516e21b6fe1c1da23215f8600636ce0","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":889590751,"type":1,"supId":0,"prevId":0,"content":"哈哈","text":"哈哈","html":"哈哈"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":10,"commentSize":2,"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":"4.29.3","shortVersion":"4.29.3","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/1119280517"}