小米的成长与突围：技术驱动向高端突围

中国经营报2021-05-29

近日，小米好消息接连不断。 5月26日，小米集团创始人、董事长兼首席执行官雷军发微博称，“美东时间5月25日下午4时09分，美国哥伦比亚特区地方法院颁发了最终判决，解除了美国国防部门对于本公司‘中国军方公司’的认定，正式撤销了美国投资者购买或持有该公司证券的全部限制。” 这意味着持续近4个月的诉讼终于得到了解决。消息公布后，小米26日早盘跳空高开于28.25港元/股，最高上探至28.50港元/股。...

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Comments

Yucy_TG_Mini
2021-05-30
Yucy_TG_Mini
利好又要出盡了
東海吉龍
2021-05-30
東海吉龍
666
KenCheng
2021-05-30
KenCheng
買進
- 阿麦小乔:
  666
- CMChai100:
  看是会冲，可就是不冲！
BradyLoh
2021-05-29
BradyLoh
每日任務打卡
- BradyLoh:
  每日任务打卡
- BradyLoh:
  好好好
Alwin1282
2021-05-29
Alwin1282
?
Fengjie
2021-05-29
Fengjie
[流淚]

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日，小米集团在美国哥伦比亚特区地方法院起诉美国国防部门和美国财政部门。\n当时，小米发布公告称，公司注意到，美国将本公司列入相关清单。小米在公告中称，公司一直坚持合法合规经营，并遵守经营地的相关法律法规，其服务和产品皆用于民用或商用。公司将采取合适的措施保护公司和股东的利益。小米在当时的公告中强调：“目前运转一切正常。”\n今年3月，小米公司发布声明称，美国法院已颁布临时禁令，暂停了把小米认定为中国涉军企业的行政命令。\n26日，雷军在微博称“我们赢了。”同日，“小米被移出美国制裁清单”话题已登上微博热搜第二位，引发网友热议。\n小米的胜诉，标志着中国科技企业在与美国政府部门的交锋中获得了“罕见的胜利”，毕竟中美两国在贸易等问题上存在不少分歧。这对于中国企业而言，是在国际上捍卫自身权益的好兆头。\n“突围”高端\n小米2021年第一季度财报显示，2021第一季度，小米集团总收入769亿元，增长54.7%，营收和利润再创历史新高。其中，手机高端效应进一步凸显，成为推动小米业绩提升的重要推动力。\n同时，高端产品业绩爆发及高端产品矩阵的逐渐丰富表明，小米手机已经成功站稳高端市场。未来，小米高端系列产品将持续为小米集团注入更大的增长动能和空间。\n小米集团合伙人、总裁王翔在电话会议上称，“我们的总收入和调整后净利都是创造了小米历史上单季的历史新高。第一季度，智能手机出货量排名稳居全球第三名，市场占有率达到了14.1%，出货同比增长62%，在主要厂商中依然维持了较快的增速。这个季度，手机业务的成绩最主要得益于我们在高端市场不断巩固的地位。”\n长久以来，“性价比”一直是小米的金字招牌，小米也因此吸引了大量年轻用户。可资本市场更看重利润，并因为小米手机性价比高，利润低，最初股价也迟迟没有表现，直到2020年才快速改观。\n透过今年一季报可以看到，小米高端手机显著增长，并在市场份额上占据优势。财报显示，一季度小米手机在中国内地定价在人民币3000元或以上及境外定价在300欧元及以上的智能手机全球出货量超过了400万台。此外，根据第三方数据，小米手机中国内地定价在人民币4000元至6000元区间的智能手机市场份额，由去年同期的5.5%提升至本季度的16.1%。\n据了解，3月份，小米发布了3款高端手机，小米11Pro，小米11ULtra和MIXFOLD。从1月份到4月份，包括Mi 11、Mi 11Pro和Ultra在内的几款手机全球累计的订单数突破了300万台。同时，小米11系列在中国内地市场4000~6000元的安卓手机系列里面销量排名第一名。\n中低端手机争夺份额，高端手机赚取利润。小米一季度净利润破纪录，小米高端手机的出色表现功不可没，这也意味着小米在高端手机领域已站稳脚跟。\n值得一提的是，除了线上销售渠道保持优势外，小米线下渠道短板正在被快速弥补。截至4月底，小米之家线下门店数突破5500家。\n创新驱动成长\n王翔在电话会议上称，小米之所以能够在高端市场取得还不错的成绩，最主要得益于技术创新。“举几个例子，我一直在讲我们在几个季度里面持续的研发投入，首先在相机领域里面，Ultra在DXOMARK评分里面143分，整个全球专业手机相机的排行榜排第一名。同时，我们还首发了GN2的影像传感器，这也是目前业内最大比的图像传感器。在充电方面，小米11Ultra首发了硅氧负极电池，手机触电更加快，机身更轻薄，也支持67瓦的无线闪充，在无线充电行业里面也树立一系列的典范。”\n和以往靠“性价比”驱动成长不同，小米产品性价比依然存在，但技术和创新在助力小米业绩成长上的作用愈发凸显。财报显示，一季度小米研发投入达到了30亿元，同比增长61.0%。\n核心技术能力的提升，带来的是小米整体高端产能的全面提升及产品能力的大幅进步。具体体现到产品上，小米11系列高端产品就有十多项全球首发。目前，小米在相机、音频、射频、天线、电磁兼容、基带、结构、光学、触控、热设计、功耗、电池、可靠性、软件稳定性等十几个学科领域均拥有国际领先的试验能力。\n比如，小米在无限充电技术上，已经实现全球领跑。3月底，在小米11系列产品发布会上，小米全球首发了硅氧负极电池。高能量密度、高寿命、高性能的硅氧负极电池，再次提升了新的行业门槛。再比如，小米的第三代屏下前摄方案已经达到了量产商用标准，在行业处于领先优势。\n巨额的研发投入下，小米研发成果正在不断落地。今年3月上市的小米超高端旗舰机型MIX FOLD，采用2K+全面折叠屏、液态镜头等多项黑科技，售价9999元起，将科技创新与性价比做到了完美。\n可见，小米手机的高端化是以技术作为支撑的高端。技术能力的突破，带来小米产能效率的提升以及产品体验、品质的提升，将持续为小米打开新的高端增长空间打下坚实的基础。而小米以技术定义的高端化，也将使高端手机的竞争进入新的阶段。\n与此同时，小米“手机×AIoT”战略进入了快速收获期。正在有越来越多的消费者，因为小米选择了小米智能家居；越来越多的消费者，因为小米智能家居的潜力，选择小米手机。2021年3月，人工智能助理“小爱同学”月活跃用户数达到9300万；米家APP的月活跃用户数同比增长22.8%，达到4920万。3月底，小米官宣造车，手机×AIoT+造车，能碰撞出怎样的火花，给人以无限遐想。\n长期以来，线上一直是小米的主场，并实现了一季度手机线上市场份额翻倍增长。一季度，小米加快了小米之家线下门店扩张步伐，截至4月底突破5500家。\n最初小米主攻线上，有利于节约成本，节省出更多的性价比。如今，小米AIoT大量爆款商品落地，三线以下下沉市场对小米AIoT家居设备的消费需求不断上涨。一家小米之家同时卖手机和家居设备，既可以满足消费者切实需求，同时相较只卖手机也可以有效降低营销成本。这成为小米手机品牌的独特优势。","kind":null,"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":137895291,"gmtCreate":1622334998113,"gmtModify":1704183062722,"author":{"id":"3579390342643959","authorId":"3579390342643959","authorIdStr":"3579390342643959","name":"Yucy_TG_Mini","avatar":"https://static.tigerbbs.com/229ce2f597d1d8482ba0e89e0cbef80b","vip":1,"hat":"https://static.tigerbbs.com/622fc56f7e67b5729addb4e78a195511","crmLevel":4,"crmLevelSwitch":1,"idStr":"3579390342643959"},"htmlText":"利好又要出盡了","listText":"利好又要出盡了","text":"利好又要出盡了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/137895291","repostId":1125469611,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":137120922,"gmtCreate":1622331132566,"gmtModify":1704182982938,"author":{"id":"3536928846214760","authorId":"3536928846214760","authorIdStr":"3536928846214760","name":"東海吉龍","avatar":"https://static.tigerbbs.com/0ef8466588cf515f97a20c636e2be8a0","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3536928846214760"},"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/137120922","repostId":1125469611,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":137135470,"gmtCreate":1622326999090,"gmtModify":1704182939432,"author":{"id":"3558566101600142","authorId":"3558566101600142","authorIdStr":"3558566101600142","name":"KenCheng","avatar":"https://static.tigerbbs.com/02fdd19f114098870a0ee6a120507fbe","vip":1,"crmLevel":1,"crmLevelSwitch":1,"idStr":"3558566101600142"},"htmlText":"買進","listText":"買進","text":"買進","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/137135470","repostId":1125469611,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4500688,"gmtCreate":1622333083139,"gmtModify":1680791878261,"authorId":3573267026077628,"author":{"id":3573267026077628,"authorId":3573267026077628,"name":"阿麦小乔","avatar":"https://static.tigerbbs.com/234561fa04246ad0d2b52dbc39a5b523","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":137135470,"type":1,"supId":0,"prevId":0,"content":"666","text":"666","html":"666"},{"id":4500312,"gmtCreate":1622331067950,"gmtModify":1680791868982,"authorId":3577327897505026,"author":{"id":3577327897505026,"authorId":3577327897505026,"name":"CMChai100","avatar":"https://static.tigerbbs.com/b87825ca6f540c3da0cd40e2b277a88d","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":137135470,"type":1,"supId":0,"prevId":0,"content":"看是会冲，可就是不冲！","text":"看是会冲，可就是不冲！","html":"看是会冲，可就是不冲！"}],"langContent":"CN"},{"id":137368733,"gmtCreate":1622301472222,"gmtModify":1704182844758,"author":{"id":"3570413455011795","authorId":"3570413455011795","authorIdStr":"3570413455011795","name":"BradyLoh","avatar":"https://static.tigerbbs.com/45e98fd4dc7bad156d6013f2bd1067b8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3570413455011795"},"htmlText":"每日任務打卡","listText":"每日任務打卡","text":"每日任務打卡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/137368733","repostId":1125469611,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4498946,"gmtCreate":1622301645733,"gmtModify":1680791844243,"authorId":3570413455011795,"author":{"id":3570413455011795,"authorId":3570413455011795,"name":"BradyLoh","avatar":"https://static.tigerbbs.com/45e98fd4dc7bad156d6013f2bd1067b8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":137368733,"type":1,"supId":0,"prevId":0,"content":"每日任务打卡","text":"每日任务打卡","html":"每日任务打卡"},{"id":4498935,"gmtCreate":1622301574226,"gmtModify":1680791841305,"authorId":3570413455011795,"author":{"id":3570413455011795,"authorId":357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