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- XstarXstar
  ·09-03
  太**的吹捧，还没交车就逼交尾款，汽车不是消费品，草菅人命
  手握2359亿！雷军如何做到造车三年，小米现金反增300亿？这财报你看懂了吗？
  净利润达到119亿元，集团现金储备升至2359亿元。小米2025年第二季度的财报确实亮眼。小米汽车第二季度交付了81302辆车，收入206亿元。小米集团现在手握2359亿元现金储备，相比一季度又增加了近200亿元。2025年第一季度，小米空调出货量超110万台，同比增长超65%。小米造车四五年，总共花了300多亿元。2025年上半年，小米汽车业务总亏损为8亿元。截至6月底，小米在国内开了335家汽车销售门店。
  手握2359亿！雷军如何做到造车三年，小米现金反增300亿？这财报你看懂了吗？
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- XstarXstar
  ·08-02
  肯定是A i为主，医药为辅。波段操作
  248 评论
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- XstarXstar
  ·06-25
  $周六福(06168)$ 第一在老虎打新，一把中！值得纪念。
  1,522 评论
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- XstarXstar
  ·05-08
  小米的su7销量垫底，负面太多。Yu7上市之日就是见顶。
  1,152 评论
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- XstarXstar
  ·04-07
  早就说了泡泡吹大了就是会爆。高位配股的就是加菲猫。高仿始终是高仿非正品。
  847 评论
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- XstarXstar
  ·03-17
  明天年报出来见光死，还是回调整固一下。洗洗涮涮更健康。
  1,183 评论
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- XstarXstar
  ·03-13
  $特斯拉(TSLA)$ 还是需要内在的驱动力，川普力挺只能捧个场，杯水车薪。
  1,217 1
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- XstarXstar
  ·03-07
  居里夫人，苏姿丰，木头姐，哈里斯，撒切尔夫人
  1,122 评论
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- XstarXstar
  ·03-03
  $MIU.HK 20250429 50.00 PUT$
  1,180 评论
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- XstarXstar
  ·03-03
  疯狂，蜜雪怎么可能这么高的股价。市值千亿！太水了！
  非常抱歉，此主贴已删除
  1,655 评论
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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和理想。</p><p>小米2025年第二季度的财报确实亮眼。</p><p>集团总收入达到1160亿元，调整后净利润108亿元，比去年同期增长了75.4%。这些数字背后，造车业务贡献不小。</p><p>小米汽车第二季度交付了81302辆车，收入206亿元。</p><p>算下来平均每辆车卖25.4万元，这个价格区间直接进入了传统豪车的领域。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250903154118155v2013jl50u1t8wi\"/><p>小米SU7 Ultra这样的高配车型拉高了整体均价，上市不到五个月就卖了1万辆。</p><p>在50万以上的<a href=\"https://laohu8.com/S/DLX\">豪华</a>纯电市场，每卖三台就有一台是SU7 Ultra。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250903154118644v201pj5t7snqdjg\"/><p>汽车业务毛利率高达26.4%，这是个让很多老牌车企都眼红的数字。</p><p>相比之下，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>Q2毛利率只有20.6%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>更是只有12.3%。</p><p>小米是怎么做到的？主要是靠平台化造车。</p><p>小米SU7、SU7 Ultra和YU7都来自同一个平台，很多零部件可以通用，规模化采购能降低成本。</p><p>这就好比一家餐厅，只用一个厨房和一套厨具，通过微调配方做出不同菜式，效率自然比那些每道菜都要重新备料的餐厅高得多。</p><p>小米集团现在手握2359亿元现金储备，相比一季度又增加了近200亿元。</p><p>这些钱不全是卖车赚来的，而是多个业务板块共同贡献的结果。</p><p>手机业务仍然是现金牛，第二季度收入455亿元，全球<span>出货</span>4240万台。</p><p>AIoT与生活消费产品收入387亿元，同比增长近45%，毛利率达到22.5%。</p><p>小米卖空调也是一把好手。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250903154121544v201bgj4o2wfsfm\"/><p>2025年第一季度，小米空调出货量超110万台，同比增长超65%。</p><p>今年7月，小米空调线上市占率甚至超过了格力，位列行业第二。</p><p>冰箱出货量超88万台，同比增长也超过65%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250903154135460v201ry2wt2z5f8l\"/><p>雷军造车的思路和别人不太一样。</p><p>他从一开始就选择高端市场切入，避免了低价竞争。</p><p>要知道，在小米之前，还没有哪家中国车企能在25万元以上的价格区间站稳脚跟。</p><p>小米造车四五年，总共花了300多亿元。这个数字听起来很大，但比起其他造车新势力就算省的了。</p><p><a href=\"https://laohu8.com/S/00708\">恒大汽车</a>累计亏损超1100亿元，只交付了一千多辆车。</p><p>贾跃亭的FF烧了四五百亿元，交付量却屈指可数。</p><p>雷军曾接到<a href=\"https://laohu8.com/S/LI\">理想汽车</a>创始人李想的建议：“不要找任何的代理人，你自己ALL IN。”</p><p>这一点，雷军听进去了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250903154135967v2019e8vqhpjr0k\"/><p>小米汽车现在最大的烦恼不是没人买，而是造不过来。</p><p>未交付订单超过40万辆，部分车型要等到2026年秋天才能提车。</p><p>雷军甚至被网友戏称为“欠车王”。</p><p>北京一期工厂已经实行双班倒满负荷生产，月产能两三万辆，年化产能接近30万辆，远超原设计能力。</p><p>但这种超负荷运转难以持续，对设备寿命和产品质量都是考验。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250903154148524v201nmcv9u14ndy\"/><p>小米正在积极扩产。</p><p>今年6月，小米旗下景曦科技以6.35亿元竞得北京亦庄新城一块工业用地，面积近49万平方米，用于建设新能源智能网联汽车整车与零部件制造项目。</p><p>这已经是小米的第三工厂了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250903154150166v201dolqbf3oo8c\"/><p>2025年上半年，小米汽车业务总亏损为8亿元。</p><p>但亏损在快速收窄，第一季度每辆车平均亏损约6600元，到第二季度就降到了3700元。</p><p>照这个趋势，小米汽车很可能在今年第三季度就实现单季度盈利。</p><p>如果成真，小米将成为最快实现盈利的新势力车企。</p><p>小米总裁卢伟冰表示，盈利不是小米当前的首要任务，更重要的是保障产能，把销量跟上。</p><p>毕竟，有了规模效应，盈利自然是水到渠成的事情。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250903154154024v201pqkkpb0dub8\"/><p>小米汽车也面临一些挑战。</p><p>截至6月底，小米在国内开了335家汽车销售门店。</p><p>算下来单店半年平均交付不足470辆，即月均约80辆，低于理想和蔚来等企业的单店效率。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250903154155714v201k9wou6tlmoc\"/><p>部分准车主反映顾问频繁更换，交付周期延长，服务能力滞后。这些都是高速扩张中不可避免的问题。</p><p>但小米的未来规划很清晰：2027年进军欧洲市场。</p><p>到时候，小米马驹桥工厂年产能可达100万辆，产值可能突破2000亿元。</p><p>小米计划把国内成功的平台化、标准化模式复制到海外。</p><p>小米在北京亦庄的第三工厂已经拿地，2027年进军欧洲的计划也已公开。</p><p>雷军甚至定下了更长远的目标：全球每卖出三辆电动车，就有一辆是小米。</p><p>当年小米手机颠覆山寨市场，如今小米汽车正在改写造车游戏规则。</p><p>不是靠烧钱，而是靠效率和创新。</p></article></body></html>","source":"tencent","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>手握2359亿！雷军如何做到造车三年，小米现金反增300亿？这财报你看懂了吗？</title>\n<style 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250903154221a70d17c0&s=b><strong>毒sir财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一边是新车排队买不到，一边是公司现金攒到2359亿元，小米造车的商业故事，正成为传统车企看不懂的财富神话。“小米造车，越造钱越多。”这话听起来有点违反常识，毕竟造车是个烧钱的行当。但小米最新公布的财报确实让不少人大吃一惊：第二季度营收1160亿元，创下单季度营收历史新高，同比增长30.5%。净利润达到119亿元，集团现金储备升至2359亿元。更让人惊讶的是，小米汽车业务毛利率已经冲到26.4%，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250903154221a70d17c0&s=b\">Web 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