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宠辱不惊山不转水转
2021-04-05

Overturn Tesla? "Rebus" may think it's easier to fuck Godzilla

3月30日，小米集团发布公告，宣布正式进军智能电动汽车业务，首期投资100亿元人民币，当日晚，雷军拖着带病的身体亲自上台为小米造车造势，继「雷布斯」之后，再收获一个「雷斯克」的外号。随后，3月31日晚

Overturn Tesla? "Rebus" may think it's easier to fuck Godzilla

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":349343893,"tweetId":"349343893","gmtCreate":1617552394612,"gmtModify":1704700386573,"author":{"id":3569462951873528,"idStr":"3569462951873528","authorId":3569462951873528,"authorIdStr":"3569462951873528","name":"宠辱不惊山不转水转","avatar":"https://static.tigerbbs.com/64d4fb58ae3688d4f5aa263934d8d567","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>?</body></html>","htmlText":"<html><head></head><body>?</body></html>","text":"?","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/349343893","repostId":2124399667,"repostType":4,"repost":{"id":"2124399667","kind":"news","pubTimestamp":1617520422,"share":"https://ttm.financial/m/news/2124399667?lang=en_US&edition=fundamental","pubTime":"2021-04-04 15:13","market":"hk","language":"zh","title":"Overturn Tesla? \"Rebus\" may think it's easier to fuck Godzilla","url":"https://stock-news.laohu8.com/highlight/detail?id=2124399667","media":"见智研究所","summary":"3月30日，小米集团发布公告，宣布正式进军智能电动汽车业务，首期投资100亿元人民币，当日晚，雷军拖着带病的身体亲自上台为小米造车造势，继「雷布斯」之后，再收获一个「雷斯克」的外号。随后，3月31日晚","content":"On March 30, Xiaomi Group issued an announcement announcing its official entry into<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>In the electric vehicle business, the initial investment was 10 billion yuan. On the evening of the same day, Lei Jun dragged his sick body to the stage to build momentum for Xiaomi to build cars. After Rebus, he gained the nickname of Reske.<img src=\"https://static.tigerbbs.com/53c24a4ebf1d8efd4a028ed9d2306d7a\" tg-width=\"708\" tg-height=\"367\" referrerpolicy=\"no-referrer\">Subsequently, on the evening of March 31, Xiaomi Group announced the repurchase of 19.3076 million Class B ordinary shares at a cost of approximately HK $499 million.Previously, on March 12, Xiaomi Group recently issued an announcement. After the end of the ban on trading period (i.e. March 24), Xiaomi announced that it would start repurchasing shares in the open market from time to time, with a repurchase limit of HK $10 billion (approximately RMB 8.37 billion).<img src=\"https://static.tigerbbs.com/fbb72eae6eee5988d0d7dfc3315ae084\" tg-width=\"600\" tg-height=\"565\" referrerpolicy=\"no-referrer\">Where is Xiaomi's confidence in building cars?Lei Jun's passionate speech at Xiaomi's press conference touched many rice fans, and summarized Xiaomi's confidence in building cars into four points:1. Xiaomi has successfully made many new products;2. Have the best ecology in the world;3. Supported by rice noodles;4. Have money and afford to lose money.Xiaomi, which has been in business for ten years, has indeed successfully produced many new products. Xiaomi mobile phones will rank third with a global market share of 12.1% in 2020.<img src=\"https://static.tigerbbs.com/18660f83f4a2e4539bef25107bfd0dda\" tg-width=\"402\" tg-height=\"299\" referrerpolicy=\"no-referrer\">The number of AIoT platform device connections in Xiaomi's smart ecosystem has reached 325 million. A series of products known as Xiaomi's family bucket have formed a complete IoT ecosystem around smartphones, which is why rice fans are extremely voicing Xiaomi's car manufacturing.The application of Xiaomi series smart products in daily life can be said to be meticulous. More importantly, its intelligence and convenience have long been deeply rooted in the hearts of the people.The excellence of Tesla, the forerunner of car manufacturing, is its strong sense of technology. Rice fans undoubtedly look forward to such a product being launched by their own idol, and Xiaomi mobile phones will benchmark against the same level<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It's not that bad, why can't you build a car?Therefore, there is the third confidence mentioned by Lei Jun. Xiaomi has the support of rice noodles, and he has frequently expressed his position. It is precisely because of the strong voice of rice noodles that we are determined to build a car. As for the fourth point, if you have money and can afford to lose money, Jianzhi really disagrees.Money, burned for Xiaomi carsAs for how to draw the big pie of building cars, first of all, Xiaomi said that we have enough flour: by the end of 2020, Xiaomi has accumulated a total of 108 billion yuan in cash. The first phase will invest 10 billion yuan to build cars, and the investment in the next 10 years is expected to be 10 billion US dollars.This amount is enough for painting cakes, but it is quite difficult to really make cakes.First of all, let me explain to you what the concept of initial investment of 10 billion yuan is. If you follow<a href=\"https://laohu8.com/S/NIO\">Nio</a>Founder Li Bin originally concluded that building a car would cost 20 billion yuan to start. Let's take a look at how long it took for Yusanjia and Tesla to build 10 billion yuan:Li Bin's Nio vehicle burned out more than 10 billion in the first three years of its listing, and in the fourth year, the net loss in a single year exceeded 10 billion;Ho XPeng's<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Mass production started in 2018, with a cumulative loss of 7.812 billion in three years;Li Xiang entered the game at the latest, and it was mass-produced at the end of 2019, so the loss was less.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>The cumulative loss was 4.121 billion;Tesla burned out the first 10 billion (about 1.5 billion US dollars) from 2007 to 2015, but after expanding production capacity in 16 years, the net loss in a single year reached nearly 15 billion.<img src=\"https://static.tigerbbs.com/8bb4ce1144250554b3e29d305621dd21\" tg-width=\"720\" tg-height=\"435\" referrerpolicy=\"no-referrer\">Is more than 100 billion in cash really a lot?Let's talk about the 108 billion cash. At first glance, it seems sufficient, but we don't know the caliber for calculating cash. Looking at Xiaomi's financial report, there are only more than 54 billion in the 2020 annual report anyway.<img src=\"https://static.tigerbbs.com/ed8c95f26ed10ee8db1ae07c6cbac4ab\" tg-width=\"720\" tg-height=\"159\" referrerpolicy=\"no-referrer\">Looking at the debt level, the short-term debt ratio is obviously high. Generally speaking, the ratio of current liabilities to current assets is 1: 2, which is relatively good, but Xiaomi obviously cannot reach this level. Even if Xiaomi really has 108 billion cash, here 72 billion accounts payable don't have to be repaid?Moreover, there is a backlog of unpaid downstream accounts at the end of the year, and the company's liquidity is obviously not as comfortable as it looks.<img src=\"https://static.tigerbbs.com/ef422c6447a9178e7cf321dd2317b0fe\" tg-width=\"720\" tg-height=\"203\" referrerpolicy=\"no-referrer\">At the same time, building cars is completely different from building mobile phones and smart peripherals. Isn't the same ecological chain company, LeTV, dragged down by burning money to build cars? Moreover, LeTV makes cars and has no clear boundary with the company's other businesses, causing it to become an unblockable bleeding port.Can you make a car after making a mobile phone?Admittedly, the ecological chains of Xiaomi and LeTV are different, but Xiaomi's existing resources and the automotive industry can only be said to be similar in shape: both have chips and screens. The problem is that vehicle chips, vehicle screens and mobile phones are two completely different supply chain systems, and there are many differences in certification standards, procurement models, and stocking cycles.Xiaomi has to learn another one<a href=\"https://laohu8.com/S/300832\">New industries</a>In other words, we need a team that understands cars. Although Lei Jun said that we have a R&D team of over 10,000 people, I'm afraid those who really understand cars can be counted on one hand.What's more, Honor has returned with his 5G mobile phone. The position it originally grabbed must not be given up easily, and Rebus cannot take it lightly in the mobile phone business. Therefore, Xiaomi's car-making is not a job that you just do it and start a business again. For the entire Xiaomi group, how to balance the balance between car-making and the existing ecological chain is still a very important issue. It is not difficult to build a car, but the difficult thing is how to build a competitive and good car.Xiaomi shareholders are uncomfortableTo sum up the above, Xiaomi's liquidity is not very good. It is not difficult for Xiaomi to build cars with its existing resources. Xiaomi cannot invest too many resources in building cars. Xiaomi is short of money.Let's look at Xiaomi's behavior of buying back shares. It's not so difficult to understand. Xiaomi knows that it's not easy to build a car, and it doesn't have that money to burn it. In order to keep the stock price, it started to buy back some shares in advance to protect its financial report. Although Xiaomi said that it would not play financing games, but maybe it might also be to plan in advance for possible future fixed increase behaviors?It is unknown whether Xiaomi can build a good car, but Xiaomi's dividends will definitely not be much in the next few years.","source":"lsy1617344810975","collect":0,"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>Overturn Tesla? \"Rebus\" may think it's easier to fuck Godzilla</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nOverturn Tesla? \"Rebus\" may think it's easier to fuck Godzilla\n</h2>\n<h4 class=\"meta\">\n\n见智研究所2021-04-04 15:13\n\n</h4>\n</header>\n<article>\nOn March 30, Xiaomi Group issued an announcement announcing its official entry into<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>In the electric vehicle business, the initial investment was 10 billion yuan. On the evening of the same day, Lei Jun dragged his sick body to the stage to build momentum for Xiaomi to build cars. After Rebus, he gained the nickname of Reske.<img src=\"https://static.tigerbbs.com/53c24a4ebf1d8efd4a028ed9d2306d7a\" tg-width=\"708\" tg-height=\"367\" referrerpolicy=\"no-referrer\">Subsequently, on the evening of March 31, Xiaomi Group announced the repurchase of 19.3076 million Class B ordinary shares at a cost of approximately HK $499 million.Previously, on March 12, Xiaomi Group recently issued an announcement. After the end of the ban on trading period (i.e. March 24), Xiaomi announced that it would start repurchasing shares in the open market from time to time, with a repurchase limit of HK $10 billion (approximately RMB 8.37 billion).<img src=\"https://static.tigerbbs.com/fbb72eae6eee5988d0d7dfc3315ae084\" tg-width=\"600\" tg-height=\"565\" referrerpolicy=\"no-referrer\">Where is Xiaomi's confidence in building cars?Lei Jun's passionate speech at Xiaomi's press conference touched many rice fans, and summarized Xiaomi's confidence in building cars into four points:1. Xiaomi has successfully made many new products;2. Have the best ecology in the world;3. Supported by rice noodles;4. Have money and afford to lose money.Xiaomi, which has been in business for ten years, has indeed successfully produced many new products. Xiaomi mobile phones will rank third with a global market share of 12.1% in 2020.<img src=\"https://static.tigerbbs.com/18660f83f4a2e4539bef25107bfd0dda\" tg-width=\"402\" tg-height=\"299\" referrerpolicy=\"no-referrer\">The number of AIoT platform device connections in Xiaomi's smart ecosystem has reached 325 million. A series of products known as Xiaomi's family bucket have formed a complete IoT ecosystem around smartphones, which is why rice fans are extremely voicing Xiaomi's car manufacturing.The application of Xiaomi series smart products in daily life can be said to be meticulous. More importantly, its intelligence and convenience have long been deeply rooted in the hearts of the people.The excellence of Tesla, the forerunner of car manufacturing, is its strong sense of technology. Rice fans undoubtedly look forward to such a product being launched by their own idol, and Xiaomi mobile phones will benchmark against the same level<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It's not that bad, why can't you build a car?Therefore, there is the third confidence mentioned by Lei Jun. Xiaomi has the support of rice noodles, and he has frequently expressed his position. It is precisely because of the strong voice of rice noodles that we are determined to build a car. As for the fourth point, if you have money and can afford to lose money, Jianzhi really disagrees.Money, burned for Xiaomi carsAs for how to draw the big pie of building cars, first of all, Xiaomi said that we have enough flour: by the end of 2020, Xiaomi has accumulated a total of 108 billion yuan in cash. The first phase will invest 10 billion yuan to build cars, and the investment in the next 10 years is expected to be 10 billion US dollars.This amount is enough for painting cakes, but it is quite difficult to really make cakes.First of all, let me explain to you what the concept of initial investment of 10 billion yuan is. If you follow<a href=\"https://laohu8.com/S/NIO\">Nio</a>Founder Li Bin originally concluded that building a car would cost 20 billion yuan to start. Let's take a look at how long it took for Yusanjia and Tesla to build 10 billion yuan:Li Bin's Nio vehicle burned out more than 10 billion in the first three years of its listing, and in the fourth year, the net loss in a single year exceeded 10 billion;Ho XPeng's<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Mass production started in 2018, with a cumulative loss of 7.812 billion in three years;Li Xiang entered the game at the latest, and it was mass-produced at the end of 2019, so the loss was less.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>The cumulative loss was 4.121 billion;Tesla burned out the first 10 billion (about 1.5 billion US dollars) from 2007 to 2015, but after expanding production capacity in 16 years, the net loss in a single year reached nearly 15 billion.<img src=\"https://static.tigerbbs.com/8bb4ce1144250554b3e29d305621dd21\" tg-width=\"720\" tg-height=\"435\" referrerpolicy=\"no-referrer\">Is more than 100 billion in cash really a lot?Let's talk about the 108 billion cash. At first glance, it seems sufficient, but we don't know the caliber for calculating cash. Looking at Xiaomi's financial report, there are only more than 54 billion in the 2020 annual report anyway.<img src=\"https://static.tigerbbs.com/ed8c95f26ed10ee8db1ae07c6cbac4ab\" tg-width=\"720\" tg-height=\"159\" referrerpolicy=\"no-referrer\">Looking at the debt level, the short-term debt ratio is obviously high. Generally speaking, the ratio of current liabilities to current assets is 1: 2, which is relatively good, but Xiaomi obviously cannot reach this level. Even if Xiaomi really has 108 billion cash, here 72 billion accounts payable don't have to be repaid?Moreover, there is a backlog of unpaid downstream accounts at the end of the year, and the company's liquidity is obviously not as comfortable as it looks.<img src=\"https://static.tigerbbs.com/ef422c6447a9178e7cf321dd2317b0fe\" tg-width=\"720\" tg-height=\"203\" referrerpolicy=\"no-referrer\">At the same time, building cars is completely different from building mobile phones and smart peripherals. Isn't the same ecological chain company, LeTV, dragged down by burning money to build cars? Moreover, LeTV makes cars and has no clear boundary with the company's other businesses, causing it to become an unblockable bleeding port.Can you make a car after making a mobile phone?Admittedly, the ecological chains of Xiaomi and LeTV are different, but Xiaomi's existing resources and the automotive industry can only be said to be similar in shape: both have chips and screens. The problem is that vehicle chips, vehicle screens and mobile phones are two completely different supply chain systems, and there are many differences in certification standards, procurement models, and stocking cycles.Xiaomi has to learn another one<a href=\"https://laohu8.com/S/300832\">New industries</a>In other words, we need a team that understands cars. Although Lei Jun said that we have a R&D team of over 10,000 people, I'm afraid those who really understand cars can be counted on one hand.What's more, Honor has returned with his 5G mobile phone. The position it originally grabbed must not be given up easily, and Rebus cannot take it lightly in the mobile phone business. Therefore, Xiaomi's car-making is not a job that you just do it and start a business again. For the entire Xiaomi group, how to balance the balance between car-making and the existing ecological chain is still a very important issue. It is not difficult to build a car, but the difficult thing is how to build a competitive and good car.Xiaomi shareholders are uncomfortableTo sum up the above, Xiaomi's liquidity is not very good. It is not difficult for Xiaomi to build cars with its existing resources. Xiaomi cannot invest too many resources in building cars. Xiaomi is short of money.Let's look at Xiaomi's behavior of buying back shares. It's not so difficult to understand. Xiaomi knows that it's not easy to build a car, and it doesn't have that money to burn it. In order to keep the stock price, it started to buy back some shares in advance to protect its financial report. Although Xiaomi said that it would not play financing games, but maybe it might also be to plan in advance for possible future fixed increase behaviors?It is unknown whether Xiaomi can build a good car, but Xiaomi's dividends will definitely not be much in the next few years.\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://mp.weixin.qq.com/s/7dodzoGrNd5_ARRQ54J1sw\">见智研究所</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/14d6e649b06703312499e84952510944","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://mp.weixin.qq.com/s/7dodzoGrNd5_ARRQ54J1sw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2124399667","content_text":"3月30日，小米集团发布公告，宣布正式进军智能电动汽车业务，首期投资100亿元人民币，当日晚，雷军拖着带病的身体亲自上台为小米造车造势，继「雷布斯」之后，再收获一个「雷斯克」的外号。随后，3月31日晚，小米集团宣布购回1930.76万股B类普通股，耗资约4.99亿港元。此前在3月12日，小米集团近日发布公告，在禁止买卖期结束之后（即3月24日），小米宣布将不定期地开始在公开市场回购股份，回购上限为100亿港元（约合人民币83.7亿元）。小米造车的底气在哪儿？雷军在小米发布会上的激情演讲打动了一众「米粉」，将小米造车的底气归纳为四点：1、小米做成功了很多次新品；2、有全球最好的生态；3、有米粉支持；4、有钱且亏得起。创业十年的小米确实做成功了很多次新品，小米手机在2020年全球市占率达到12.1%位列第三。小米智能生态圈AIoT平台设备连接数已达3.25亿台，号称「小米全家桶」的一系列产品围绕着智能手机形成了完备的物联网生态，而这也是米粉们对小米造车呼声极高的原因。小米系列智能产品在日常生活中的应用可以说是「无微不至」，更重要的是其智能化、便捷性早已深入人心。而造车先辈特斯拉的过人之处正是其科技感极强，米粉们无疑及其期待自家idol也能有这样一款产品面世，小米手机对标同级苹果也没差到哪去，为什么不可以造车呢？因此就有了雷军所说的第三个底气，小米有米粉的支持，他也频频表态，正是因为米粉的强烈呼声才让我们下定决心要造车的。至于第四点，有钱且亏得起，见智实在不敢苟同。钱，为小米汽车而烧至于造车这个大饼怎么画，首先小米说了，我们有充足的面粉：2020年底，小米积累的现金总量有1080亿元。首期将投资100亿元造车，预计未来10年投资额100亿美元。这个量，画饼是够了，真要做出饼，难度还不小。首先，初期投资100亿元是个什么概念给大家解释一下，如果按照蔚来创始人李斌当初的论断，造车要200亿起步。再看看「造车御三家」和特斯拉100亿都用了多久：李斌的蔚来汽车上市前三年就烧光了一百多亿，第四年更是单年净亏损超100亿；何小鹏的小鹏汽车18年起量产，三年累计亏损78.12亿；李想入局最晚，2019年末才量产，所以亏损较少。理想汽车累计亏损41.21亿；特斯拉从07年起到15年烧光了第一个一百亿（约15亿美金），但16年扩大产能后单年净亏损就达到了近150亿。一千多亿现金真的很多吗？再来说说这个1080亿现金，乍一看是很充足，但这个计算现金的口径我们不得而知，看看小米的财报，2020年年报上反正只有540多亿。再看看负债水平，短期负债率明显偏高，一般来说流动负债与流动资产的比例为1：2较为良好，而小米显然达不到这个水平，就算小米真的有1080亿现金，这里720亿的应付账款难道都不用还了？而且还有年末积压下游账款未付的情况存在，公司的流动性显然并没有看起来那么舒适。同时，造车和造手机、造智能周边可完全不是一回事，同样的生态链公司，乐视，可不就是被烧钱造车拖垮的？而且乐视造车而且和公司其他业务之间没有清晰界限，导致它变成一个堵不住的出血口。做好了手机就能做好车了吗？诚然，小米和乐视的生态链是不一样的，但小米现有的资源和汽车行业只能说是「形似」：都有芯片、都有屏幕。问题是车载芯片、车载屏和手机是完全不同的两个供应链体系，认证标准、采购模式、备货周期等方面都存在诸多不同。小米还要重新学习一个新产业，或者说需要一个懂汽车的团队，虽然雷军表示我们有超万人的研发团队，可是真的懂汽车的恐怕一只手数得过来。更何况荣耀还带着他的5G手机回来了，原先抢到的阵地肯定不能轻易放弃，「雷布斯」在手机业务上也不能掉以轻心。所以，小米造车并不是一个说干就干的，再次创业的活儿，对小米整个集团来说，如何平衡造车与已有的生态链之间的平衡仍然是一个很重要的问题，小米要造出车并不难，难的是如何造出一款具有竞争力的好车。小米的「股东」们难受了总结一下上文，小米流动性并不是很好，小米现有资源造车难度并不低，小米不能为造车投入太多资源，小米缺钱。再来看小米回购股份的行为就不那么难理解了，小米知道造车不易，自己也没那么有钱去玩命烧，为保住股价，提前先开始回购一些股份保护一下自己的财报，虽然小米说了不玩融资游戏，但或许也可能是为了未来可能的定增行为提前布局？小米能不能造出一款好车大家不得而知，但未来几年内小米的分红肯定是不会多了。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":1981,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}