小米造车热度犹在，滴滴“摩拳擦掌”准备入局

中国证券报-中证网2021-04-08

小米造车热度未减，滴滴又传出造车消息。进入2021年，随着百度、小米官宣造车，科技公司逐渐从幕后走向台前，在汽车领域的发声愈发密集。业内人士指出，汽车电子产业将成为继家电、PC和手机之后又一次全产业链级别的大发展机遇。汽车电子产业进入新一轮技术革新周期，其渗透率及价值都将得到大幅提升，市场空间超万亿元。滴滴造车？4月6日晚，有消息称，滴滴开始启动造车项目，负责人是滴滴副总裁、小橘车服总经理杨峻。...

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zh2021
2021-04-08
zh2021
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2021-04-08
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game","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/fb3831764214cfc1071190cc82be09a3","symbols_score_info":{"01810":0.9},"content_text":"小米造车热度未减，滴滴又传出造车消息。进入2021年，随着百度、小米官宣造车，科技公司逐渐从幕后走向台前，在汽车领域的发声愈发密集。业内人士指出，汽车电子产业将成为继家电、PC和手机之后又一次全产业链级别的大发展机遇。汽车电子产业进入新一轮技术革新周期，其渗透率及价值都将得到大幅提升，市场空间超万亿元。滴滴造车？4月6日晚，有消息称，滴滴开始启动造车项目，负责人是滴滴副总裁、小橘车服总经理杨峻。截至发稿，滴滴方面对此事未予置评。报道称，滴滴造车团队目前已经从车厂挖人，其中包括曾担任蔚来汽车用户发展副总裁的朱江。对此，朱江本人辟谣称消息并不属实。一名长安汽车相关人士向中国证券报记者透露称，“我有一个同事已经过去了。目前，滴滴还是采用和比亚迪合作的模式。”2019年11月，滴滴发布了全球首款定制网约车D1。这款车由滴滴联合比亚迪共同设计开发，基于滴滴平台上5.5亿位乘客、上千万名司机需求、百亿次出行数据，针对网约车出行场景，在车内人机交互、司乘体验、车联网等多方面进行定制化设计。据了解，D1在2021年首季度销量为5000台。目前，滴滴D1已经在长沙、宁波、厦门开始运营，招募D1专属司机。其中，长沙正在运营车辆已超过500台，下一步滴滴定制车D1还将登陆广州、深圳等一线城市。汽车行业资深分析师钟师向中国证券报记者表示，“滴滴此前的目的是做自动驾驶车队，提升智能化程度升级成L3自动驾驶的车队，更多控制出行市场。滴滴现在基本上已经把控了出行市场的各个端口，造车是在已有的用户数据库上做叠加”。威马汽车战略运营副总裁梅松林对中国证券报记者表示，滴滴如果造车，就会进入到“重资产”的经营模式。此前的科技巨头跨界造车，都是在某一个领域已经占据领头羊的地位，盈利模式也非常成熟。但造车是一项非常烧钱的项目，对滴滴而言，作为一家服务型公司，目前商业模式还没有完全成熟，此前在造车领域并无根基，造车的钱从哪里来？小米全力以赴造车除了滴滴以外，关于小米造车的热度依然不减。4月6日晚，小米集团董事长兼CEO雷军在粉“Open Day”上再次回应了小米造车计划，称将“全力以赴为‘米粉’造好车”。“手机和汽车有很多相似的地方，小米首款车一定会给大家带来惊喜。”雷军指出，小米发布的第一款车一定会是那个时间里最尖端的产品，预计会在3年后推出。在直播前，雷军在微博上向米粉“连发三问”，投票问题分别是“你希望小米汽车第一辆车是什么车”“你希望小米汽车第一辆车大约是什么价钱”“关于小米汽车的品牌”。投票结果大致勾勒出小米粉丝对小米汽车的构想与期待：关于小米汽车的品牌，超过63%的人认为小米应该坚持使用“小米”品牌。关于首款车的车型，小米调查显示，有45%用户希望小米首款车是轿车，40%用户希望是SUV，7%-8%用户则希望是跑车，5%-6%用户希望是房车。在价位上，虽然单项选择10万元以下的人最多，不过还是有2/3的人选择了10万元以上。3月30日，小米集团在港交所发布公告，董事会正式批准智能电动汽车业务立项，拟成立一家全资子公司，负责智能电动汽车业务。首期投资为100亿元人民币，预计未来10年投资额100亿美元（超650亿元人民币）。小米集团创始人雷军将兼任智能电动汽车业务的首席执行官。据雷军透露，在过去75天，小米进行了85场业内拜访沟通，与200多位汽车行业资深人士进行了深度交流，进行了4次管理层内部讨论会和两次正式董事会。雷军强调，小米造车是小米全资投入，小米经过反复考虑，决定只有和小米的手机、生态链等产品全部打通，才能提供无所不在的智能汽车体验。钟师认为，与其他造车新势力从零开始不同的是，小米造车已经自带品牌，作为一家电子消费品巨头和具有成熟商业生态的品牌，小米具有先天优势。梅松林指出，小米此前在智能手机和智能家居方面发展得十分成功，下一步最大的智能产品就是智能汽车。但汽车与智能家居产品在生命周期和安全可靠性等方面明显不同，需要格外留意。对中国汽车产业而言，目前还没有出现国际汽车品牌。小米智能手机已经是国际品牌，下一步小米或将承担全球智能汽车布道者的角色。智能汽车大战拉开帷幕随着滴滴和小米等科技公司相继加入智能电动车的赛道，也使得该领域的热度越来越高。对此，小鹏汽车董事长兼CEO何小鹏曾在社交媒体上表示，“据我了解，今年大概有数家科技企业可能会成为不同模式的造车新势力，这对智能汽车市场和新的移动生态的真正到来，会产生非常正面的影响。”进入2021年，随着百度、小米官宣造车，科技公司逐渐从幕后走向台前，在汽车领域的发声愈发密集。之前的“汽车+互联网”已经有向“互联网+汽车”转变的趋势。科技公司入局智能汽车“新战场”，新一轮“智能汽车大战”或将拉开帷幕。同时，智能汽车的发展趋势也逐渐明朗。IHSMarkit的报告预测，到2025年，全球汽车市场智能汽车的渗透率将提升到60%。届时，中国市场的智能汽车渗透率将达到75%，高出前者15个百分点。“早在2016年，国内就掀起了互联网巨头试水汽车产业的浪潮，但更多扮演的是通过AI、大数据、云计算技术为汽车产业赋能。而这一轮有所不同。很多科技巨头不再甘心充当配角，而是亲自下场造车，这对汽车产业的格局将产生重要影响。”业内人士对中国证券报记者表示。钟师表示，在汽车行业发展的“新四化”（智能化、网联化、电动化、共享化）趋势中，智能化和网联化都与科技公司有着千丝万缕的关系。科技公司进入汽车业，主要在于分享产业价值链中占比重越来越大的软件部分。目前，智能手机市场逐渐饱和，智能汽车被认为是下一个最具前景的智能终端。IDC预测，全球智能手机市场出货金额从2020年至2023年年均复合增长率仅为4.31%。安信证券认为，汽车电子产业将成为继家电、PC和手机之后又一次全产业链级别的大发展机遇。汽车电子产业进入新一轮技术革新周期，其渗透率及价值都将得到大幅提升，市场空间超万亿元。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":341513551,"gmtCreate":1617839796973,"gmtModify":1704703723296,"author":{"id":"3574387078391491","authorId":"3574387078391491","authorIdStr":"3574387078391491","name":"zh2021","avatar":"https://static.tigerbbs.com/c227b611b9691752cedc6b263256bae1","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3574387078391491"},"htmlText":"一天到晚跟風","listText":"一天到晚跟風","text":"一天到晚跟風","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/341513551","repostId":2125186725,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3984031,"gmtCreate":1617848634421,"gmtModify":1680783264528,"authorId":3495252398666385,"author":{"id":3495252398666385,"authorId":3495252398666385,"name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":341513551,"type":1,"supId":0,"prevId":0,"content":"[开心]","text":"[开心]","html":"[开心]"},{"id":3983385,"gmtCreate":1617844011302,"gmtModify":1680783256813,"authorId":3574767162441863,"author":{"id":3574767162441863,"authorId":3574767162441863,"name":"丰收丰收","avatar":"https://static.tigerbbs.com/4740f6f3c30747e48a9ef2c70a9cbcdc","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":341513551,"type":1,"supId":0,"prevId":0,"content":"he h","text":"he h","html":"he h"}],"langContent":"CN"},{"id":341533622,"gmtCreate":1617839211766,"gmtModify":1704703708281,"author":{"id":"3576125208282503","authorId":"3576125208282503","authorIdStr":"3576125208282503","name":"馒头卡喉咙啦","avatar":"https://static.tigerbbs.com/e3661a8bd6543d698929e7f6942179db","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3576125208282503"},"htmlText":"go","listText":"go","text":"go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/341533622","repostId":2125186725,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetTy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