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wyyyyyyi
wyyyyyyi
·
2024-12-30
$小米集团-W(01810)$
回看2024这一年,小米SU7的出现不仅对行业造成了冲击,对于小米本身也是高端提升的爆发点
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wyyyyyyi
wyyyyyyi
·
2024-12-27
还是小米这格局大,赋能全行业了[贱笑]
小米澎湃秒充协议全面开放:免费!
快科技12月27日消息,在小米“人车家全生态”合作伙伴大会上,小米官方宣布,小米澎湃秒充协议将面向所有车企、终端厂商、全行业配件厂商,免费开放。据悉,小米澎湃秒充生态自2021年开始,面向汽车行业开放授权合作。小米澎湃秒充阵营中,目前有线充电以两种为主,分别是90W、120W,无线充电则是以50W为主。小米开放协议之后,可以有更多的汽车、充电器等接入进来,兼容覆盖面更广,提升快充体验。
小米澎湃秒充协议全面开放:免费!
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wyyyyyyi
wyyyyyyi
·
2024-12-27
$小米集团-W(01810)$
小米表示未来还将从生态、AI、出海三大领域,持续赋能全球开发者增长,小米从来都不是只顾着自己发展,更重视和合作伙伴的共赢,这样的关系才是健康、长期可持续的
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wyyyyyyi
wyyyyyyi
·
2024-12-25
新势力兄弟几个联手了,跟小米共享充电补能网络了[开心]
非常抱歉,此主贴已删除
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wyyyyyyi
wyyyyyyi
·
2024-12-25
$小米集团-W(01810)$
蔚来14000多个充电桩、理想6000多个充电桩、小鹏9000多个充电桩,现已加入小米充电网络,车主可以直接扫码充电,新势力团结协作就该是这样
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wyyyyyyi
wyyyyyyi
·
2024-12-24
今年高端中端全面开花,手机都卖得挺好
卢伟冰:预计2024年小米手机销量达1.7亿部 同比增长16%
据报道,小米集团总裁、手机部总裁和小米品牌总经理卢伟冰12月23日在联发科MediaTek天玑芯片新品发布会上表示,小米手机2024年全球出货量预估增加2350万部,预计在全球市场上的销量将达到1.7亿部,同比增长16%。同时,小米全球高端手机的销量预估同比增长43%,其中小米15 Pro系列首销较上代增加17%。调研机构数据显示,2024年11月,小米在中国手机市场新机激活量达530.4万部,市场份额19.7%,位居第一。在过去几年中,小米手机的销量也有了明显增长。
卢伟冰:预计2024年小米手机销量达1.7亿部 同比增长16%
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wyyyyyyi
wyyyyyyi
·
2024-12-23
智能驾驶领域小米汽车值得期待,将来妥妥的第一梯队
乘用车整车行业2025年度投资策略:政策促需自主向上智驭未来
展望2025:总量端来看,报废置换+增换购持续驱动终端销量上行。1)竞争格局:合资加速退坡 自主中高端替代加速。2)智能化:城市NOA 加速落地 智能驾驶重塑秩序。2025 年自主车企将进一步加大出口和出海力度:长安、比亚迪等海外工厂逐步落地;长城在俄罗斯市场之外发力东南亚、南美等市场;零跑反向合资Stellantis,加速拓展欧洲新能源汽车市场。我们预计2025 年乘用车出口将达到580.0 万辆,同比+16.5%,提振自主盈利。
乘用车整车行业2025年度投资策略:政策促需自主向上智驭未来
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wyyyyyyi
wyyyyyyi
·
2024-12-23
$小米集团-W(01810)$
小米凭借生态优势、品牌力和智能化将持续带领小米汽车销量提升
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wyyyyyyi
wyyyyyyi
·
2024-12-20
实车是好看的,力量感很足,光颜值估计又能,吸引不少人
小米首款SUV汽车YU7无伪装实车曝光,雷军曾称已开启大规模路测
IT之家 12 月 20 日消息,今天上午,北京当地的车友会晒出了一组小米首款 SUV 汽车 YU7 的无伪装实车图,据称位于北京雁栖湖。小米 YU7 车尾采用贯穿式风格,后包围造型风格同样保持不变。此外,该车在车顶设计有后扰流板。小米 YU7 搭载双电机系统,前电机最大功率为 220 千瓦,后电机最大功率为 288 千瓦。据IT之家此前报道,小米创办人、董事长兼 CEO 雷军 10 日在微博表示,小米 YU7 SUV 目前正在进行大规模路测,预计明年六七月正式上市。
小米首款SUV汽车YU7无伪装实车曝光,雷军曾称已开启大规模路测
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wyyyyyyi
wyyyyyyi
·
2024-12-19
$小米集团-W(01810)$
小米要在日本开实体店了,感觉现在能全屋安装小米很大一个原因就是在智能互联这款,小米是做的最好的,物联网魅力太大了
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href=https://tech.ifeng.com/c/8femIW0DiWd><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技12月27日消息,在小米“人车家全生态”合作伙伴大会上,小米官方宣布,小米澎湃秒充协议将面向所有车企、终端厂商、全行业配件厂商,免费开放。据悉,小米澎湃秒充生态自2021年开始,面向汽车行业开放授权合作。截至2024年底,授权快充模块量产超过800万个,覆盖超过30家车企,160余款车型。小米澎湃秒充阵营中,目前有线充电以两种为主,分别是90W、120W,无线充电则是以50W为主。为了实现更...</p>\n\n<a href=\"https://tech.ifeng.com/c/8femIW0DiWd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","BK1506":"5G概念","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) 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蔚来14000多个充电桩、理想6000多个充电桩、小鹏9000多个充电桩,现已加入小米充电网络,车主可以直接扫码充电,新势力团结协作就该是这样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385391790391504","isVote":1,"tweetType":1,"viewCount":1148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384990163153384,"gmtCreate":1735031684033,"gmtModify":1735031685946,"author":{"id":"4101528893376900","authorId":"4101528893376900","name":"wyyyyyyi","avatar":"https://static.tigerbbs.com/631750bfe36360fd4719a0a2706a0593","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101528893376900","authorIdStr":"4101528893376900"},"themes":[],"htmlText":"今年高端中端全面开花,手机都卖得挺好","listText":"今年高端中端全面开花,手机都卖得挺好","text":"今年高端中端全面开花,手机都卖得挺好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384990163153384","repostId":"2493780367","repostType":2,"repost":{"id":"2493780367","kind":"news","pubTimestamp":1735022232,"share":"https://www.laohu8.com/m/news/2493780367?lang=&edition=full","pubTime":"2024-12-24 14:37","market":"hk","language":"zh","title":"卢伟冰:预计2024年小米手机销量达1.7亿部 同比增长16%","url":"https://stock-news.laohu8.com/highlight/detail?id=2493780367","media":"爱集微","summary":"据报道,小米集团总裁、手机部总裁和小米品牌总经理卢伟冰12月23日在联发科MediaTek天玑芯片新品发布会上表示,小米手机2024年全球出货量预估增加2350万部,预计在全球市场上的销量将达到1.7亿部,同比增长16%。同时,小米全球高端手机的销量预估同比增长43%,其中小米15 Pro系列首销较上代增加17%。调研机构数据显示,2024年11月,小米在中国手机市场新机激活量达530.4万部,市场份额19.7%,位居第一。在过去几年中,小米手机的销量也有了明显增长。","content":"<html><body><article><p>据报道,小米集团总裁、手机部总裁和小米品牌总经理卢伟冰12月23日在联发科MediaTek天玑芯片新品发布会上表示,小米手机2024年全球出货量预估增加2350万部,预计在全球市场上的销量将达到1.7亿部,同比增长16%。同时,小米全球高端手机的销量预估同比增长43%,其中小米15 Pro系列首销较上代增加17%。</p><p>调研机构数据显示,2024年11月,小米在中国手机市场新机激活量达530.4万部,市场份额19.7%,位居第一。这主要得益于两大系列新机上市,包括小米15系列和REDMI K80系列。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20241224143740218d152n6vbu01mvyv\"/><p>日本市场方面,根据日本ICT市场研究机构MM总研的最新资料显示,2024财年上半年(4月至9月),小米在日本智能手机市场的表现相当突出,出货量激增418.7%,总量达到86.1万部,<span>市场占有率</span>显著提升至6.7%,成功进入市场前五名行列。</p><p>Omdia披露的2024年前6个月数据显示,小米旗下的Redmi 13C 4G在全球最畅销的10款智能手机排行榜上排名第8。该手机是全球经济型智能手机市场中的最畅销机型,其一款产品就占据了4.1%的市场份额。</p><p>在过去几年中,小米手机的销量也有了明显增长。自公司首次推出手机产品以来,在经历了严重的产能考验后,接下来的几年里逐渐实现了千万级出货量,并且销售额快速增长。(校对/李梅)</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>卢伟冰:预计2024年小米手机销量达1.7亿部 同比增长16%</title>\n<style 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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卢伟冰:预计2024年小米手机销量达1.7亿部 同比增长16%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-24 14:37 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241224143744ab8ff53d&s=b><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据报道,小米集团总裁、手机部总裁和小米品牌总经理卢伟冰12月23日在联发科MediaTek天玑芯片新品发布会上表示,小米手机2024年全球出货量预估增加2350万部,预计在全球市场上的销量将达到1.7亿部,同比增长16%。同时,小米全球高端手机的销量预估同比增长43%,其中小米15 Pro系列首销较上代增加17%。调研机构数据显示,2024年11月,小米在中国手机市场新机激活量达530.4万部,...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241224143744ab8ff53d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241224143744ab8ff53d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2493780367","content_text":"据报道,小米集团总裁、手机部总裁和小米品牌总经理卢伟冰12月23日在联发科MediaTek天玑芯片新品发布会上表示,小米手机2024年全球出货量预估增加2350万部,预计在全球市场上的销量将达到1.7亿部,同比增长16%。同时,小米全球高端手机的销量预估同比增长43%,其中小米15 Pro系列首销较上代增加17%。调研机构数据显示,2024年11月,小米在中国手机市场新机激活量达530.4万部,市场份额19.7%,位居第一。这主要得益于两大系列新机上市,包括小米15系列和REDMI K80系列。日本市场方面,根据日本ICT市场研究机构MM总研的最新资料显示,2024财年上半年(4月至9月),小米在日本智能手机市场的表现相当突出,出货量激增418.7%,总量达到86.1万部,市场占有率显著提升至6.7%,成功进入市场前五名行列。Omdia披露的2024年前6个月数据显示,小米旗下的Redmi 13C 4G在全球最畅销的10款智能手机排行榜上排名第8。该手机是全球经济型智能手机市场中的最畅销机型,其一款产品就占据了4.1%的市场份额。在过去几年中,小米手机的销量也有了明显增长。自公司首次推出手机产品以来,在经历了严重的产能考验后,接下来的几年里逐渐实现了千万级出货量,并且销售额快速增长。(校对/李梅)","news_type":1,"symbols_score_info":{"81810":0.9,"01810":1,"XIACY":0.6}},"isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384728296185960,"gmtCreate":1734948036268,"gmtModify":1734948038340,"author":{"id":"4101528893376900","authorId":"4101528893376900","name":"wyyyyyyi","avatar":"https://static.tigerbbs.com/631750bfe36360fd4719a0a2706a0593","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101528893376900","authorIdStr":"4101528893376900"},"themes":[],"htmlText":"智能驾驶领域小米汽车值得期待,将来妥妥的第一梯队","listText":"智能驾驶领域小米汽车值得期待,将来妥妥的第一梯队","text":"智能驾驶领域小米汽车值得期待,将来妥妥的第一梯队","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384728296185960","repostId":"2493629182","repostType":2,"repost":{"id":"2493629182","kind":"news","pubTimestamp":1734838463,"share":"https://www.laohu8.com/m/news/2493629182?lang=&edition=full","pubTime":"2024-12-22 11:34","market":"hk","language":"zh","title":"乘用车整车行业2025年度投资策略:政策促需自主向上智驭未来","url":"https://stock-news.laohu8.com/highlight/detail?id=2493629182","media":"民生证券股份有...","summary":"展望2025:总量端来看,报废置换+增换购持续驱动终端销量上行。1)竞争格局:合资加速退坡 自主中高端替代加速。2)智能化:城市NOA 加速落地 智能驾驶重塑秩序。2025 年自主车企将进一步加大出口和出海力度:长安、比亚迪等海外工厂逐步落地;长城在俄罗斯市场之外发力东南亚、南美等市场;零跑反向合资Stellantis,加速拓展欧洲新能源汽车市场。我们预计2025 年乘用车出口将达到580.0 万辆,同比+16.5%,提振自主盈利。","content":"<html><body><article><p>回顾2024:补贴驱动需求 新能源超预期渗透 高端化+出海提振盈利。</p><p>2024 年,总量端,受益以旧换新补贴驱动,整体批零表现较好,2024M1-10 上险销量2,142.8 万辆,同比+3.9%;价格方面,整体价格竞争温和,折扣力度趋于稳定。结构方面:1)新能源:受益于新能源补贴力度大于燃油及<a href=\"https://laohu8.com/S/002594\">比亚迪</a>降价带动行业实现“油电同价”,新能源渗透率超预期,从年初的30+%提升至当前的50+%;2)自主:尾部合资加速出清,2024M1-10 自主乘用车批发份额达64.4%,上险份额达59.1%,比亚迪、小米、华为系份额提升明显;3)高端:</p><p>2024M1-10 自主在25-30、30-40 元、40 万元以上价格带份额分别为59%、35%、21%,同比+28.7/+7.7/+4.5pct;4)出海:自主出海车型、地区加速布局,2024M1-10 乘用车累计出口407.3 万辆,同比+25.1%。盈利能力方面,受益高端化+出海+原材料成本下降,整车企业盈利表现超预期。</p><p>展望2025:总量端来看,报废置换+增换购持续驱动终端销量上行。我们预计2025 年以旧换新政策将延续,延续时间尚不确定:1)如2025 年1-2 月政策延续,则总量端2024Q4-2025Q1 有望平滑过渡,我们预计2025 年上险销量2,370 万辆,同比+7.7%;2)如2025 年1-2 月政策不延续,则2024Q4 将存在翘尾效应,我们预计2025 年上险销量2,330 万辆,同比+3.6%。</p><p>1)竞争格局:合资加速退坡 自主中高端替代加速。我们认为:1)2025 年市场格局将比2024 年更为明晰,2024 年自主车企已经对15 万元以下的合资车企完成出清,多数车企已难有进一步价格大幅下探的空间;2)15 万元内:价格带竞争格局稳定,比亚迪龙头地位稳固,看好吉利通过5-15 万元的新品矩阵进一步冲击燃油车市场,争夺龙二的地位;新势力车企中,小鹏和零跑同样有望在此价格带中凭借<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>化及性价比优势获得较高的销量增速;3)高端市场:BBA 享有定价权但品牌力持续受损,自主车企或迎来增长空间,华为和小米两大消费电子巨头入局汽车行业,有望凭借其对用户的需求把握、营销能力、生态优势抢占份额,看好华为系、小米和理想通过品牌力和科技能力迎来销量的提升。</p><p>2)智能化:城市NOA 加速落地 智能驾驶重塑秩序。海外,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在智能驾驶端已经形成算法、数据、训练的全闭环,FSD V12 推出以来累计行驶里程数加速增长,截至2024Q3 末已突破20 亿英里。国内,小鹏率先实现无图纯视觉城市NGP 落地,理想、小米、<a href=\"https://laohu8.com/S/ZK\">极氪</a>、智己均发布智驾进度规划,展望2025 年,低成本智驾、无图城市NOA、车位到车位将成为智能驾驶产业化落地的重点,我们看好智能驾驶已闭环的华为、小鹏,此外小米、极氪、理想智驾表现亦值得期待。</p><p>3)出海:技术+本地化共同驱动出海,自主空间广阔。2025 年自主车企将进一步加大出口和出海力度:长安、比亚迪等海外工厂逐步落地;长城在俄罗斯市场之外发力东南亚、南美等市场;零跑反向合资Stellantis,加速拓展欧洲新能源汽车市场。我们预计2025 年乘用车出口将达到580.0 万辆,同比+16.5%,提振自主盈利。自主新能源汽车技术具备优势+燃油汽车凭借性价比抢夺份额,我们预计中系品牌全球市占率远期可达18.1%,出口空间1,022 万辆,空间广阔。</p><p>投资建议:看好自主产品周期向上、智能化布局领先、出海边际向上的优质自主,推荐【比亚迪、<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>、<a href=\"https://laohu8.com/S/600104\">上汽集团</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/601127\">赛力斯</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/600418\">江淮汽车</a>、<a href=\"https://laohu8.com/S/000625\">长安汽车</a>、<a href=\"https://laohu8.com/S/601633\">长城汽车</a>】,建议关注【小米集团、<a href=\"https://laohu8.com/S/600733\">北汽蓝谷</a>】。</p><p>风险提示:汽车行业竞争加剧;智能驾驶推进进度不及预期;原材料成本波动超出预期;汽车行业终端需求不及预期。</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\" 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万辆,同比+3.9%;价格方面,整体价格竞争温和,折扣力度趋于稳定。结构方面:1)新能源:受益于新能源补贴力度大于燃油及比亚迪降价带动行业实现“油电同价”,新能源渗透率超预期,从年初的30+%提升至当前的50+%;2)自主:...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241222113425a2015dc0&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81211":"比亚迪股份-R","81810":"小米集团-WR","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK1582":"深圳本地概念股","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","BK1509":"特斯拉概念股","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","HYDD.SI":"BYD HK SDR 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万辆,同比+25.1%。盈利能力方面,受益高端化+出海+原材料成本下降,整车企业盈利表现超预期。展望2025:总量端来看,报废置换+增换购持续驱动终端销量上行。我们预计2025 年以旧换新政策将延续,延续时间尚不确定:1)如2025 年1-2 月政策延续,则总量端2024Q4-2025Q1 有望平滑过渡,我们预计2025 年上险销量2,370 万辆,同比+7.7%;2)如2025 年1-2 月政策不延续,则2024Q4 将存在翘尾效应,我们预计2025 年上险销量2,330 万辆,同比+3.6%。1)竞争格局:合资加速退坡 自主中高端替代加速。我们认为:1)2025 年市场格局将比2024 年更为明晰,2024 年自主车企已经对15 万元以下的合资车企完成出清,多数车企已难有进一步价格大幅下探的空间;2)15 万元内:价格带竞争格局稳定,比亚迪龙头地位稳固,看好吉利通过5-15 万元的新品矩阵进一步冲击燃油车市场,争夺龙二的地位;新势力车企中,小鹏和零跑同样有望在此价格带中凭借智能化及性价比优势获得较高的销量增速;3)高端市场:BBA 享有定价权但品牌力持续受损,自主车企或迎来增长空间,华为和小米两大消费电子巨头入局汽车行业,有望凭借其对用户的需求把握、营销能力、生态优势抢占份额,看好华为系、小米和理想通过品牌力和科技能力迎来销量的提升。2)智能化:城市NOA 加速落地 智能驾驶重塑秩序。海外,特斯拉在智能驾驶端已经形成算法、数据、训练的全闭环,FSD V12 推出以来累计行驶里程数加速增长,截至2024Q3 末已突破20 亿英里。国内,小鹏率先实现无图纯视觉城市NGP 落地,理想、小米、极氪、智己均发布智驾进度规划,展望2025 年,低成本智驾、无图城市NOA、车位到车位将成为智能驾驶产业化落地的重点,我们看好智能驾驶已闭环的华为、小鹏,此外小米、极氪、理想智驾表现亦值得期待。3)出海:技术+本地化共同驱动出海,自主空间广阔。2025 年自主车企将进一步加大出口和出海力度:长安、比亚迪等海外工厂逐步落地;长城在俄罗斯市场之外发力东南亚、南美等市场;零跑反向合资Stellantis,加速拓展欧洲新能源汽车市场。我们预计2025 年乘用车出口将达到580.0 万辆,同比+16.5%,提振自主盈利。自主新能源汽车技术具备优势+燃油汽车凭借性价比抢夺份额,我们预计中系品牌全球市占率远期可达18.1%,出口空间1,022 万辆,空间广阔。投资建议:看好自主产品周期向上、智能化布局领先、出海边际向上的优质自主,推荐【比亚迪、吉利汽车、上汽集团、小鹏汽车、赛力斯、理想汽车、江淮汽车、长安汽车、长城汽车】,建议关注【小米集团、北汽蓝谷】。风险提示:汽车行业竞争加剧;智能驾驶推进进度不及预期;原材料成本波动超出预期;汽车行业终端需求不及预期。","news_type":1,"symbols_score_info":{"81211":0.6,"81810":0.9,"002594":0.6,"01211":0.9,"01810":0.9,"BYDDY":0.6,"HYDD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384725010518056,"gmtCreate":1734947073369,"gmtModify":1734947074840,"author":{"id":"4101528893376900","authorId":"4101528893376900","name":"wyyyyyyi","avatar":"https://static.tigerbbs.com/631750bfe36360fd4719a0a2706a0593","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101528893376900","authorIdStr":"4101528893376900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 小米凭借生态优势、品牌力和智能化将持续带领小米汽车销量提升","listText":"<a 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小米凭借生态优势、品牌力和智能化将持续带领小米汽车销量提升","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384725010518056","isVote":1,"tweetType":1,"viewCount":1105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383567085388320,"gmtCreate":1734685596945,"gmtModify":1734685599002,"author":{"id":"4101528893376900","authorId":"4101528893376900","name":"wyyyyyyi","avatar":"https://static.tigerbbs.com/631750bfe36360fd4719a0a2706a0593","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101528893376900","authorIdStr":"4101528893376900"},"themes":[],"htmlText":"实车是好看的,力量感很足,光颜值估计又能,吸引不少人","listText":"实车是好看的,力量感很足,光颜值估计又能,吸引不少人","text":"实车是好看的,力量感很足,光颜值估计又能,吸引不少人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383567085388320","repostId":"2492450881","repostType":2,"repost":{"id":"2492450881","kind":"news","pubTimestamp":1734668178,"share":"https://www.laohu8.com/m/news/2492450881?lang=&edition=full","pubTime":"2024-12-20 12:16","market":"hk","language":"zh","title":"小米首款SUV汽车YU7无伪装实车曝光,雷军曾称已开启大规模路测","url":"https://stock-news.laohu8.com/highlight/detail?id=2492450881","media":"IT之家","summary":"IT之家 12 月 20 日消息,今天上午,北京当地的车友会晒出了一组小米首款 SUV 汽车 YU7 的无伪装实车图,据称位于北京雁栖湖。小米 YU7 车尾采用贯穿式风格,后包围造型风格同样保持不变。此外,该车在车顶设计有后扰流板。小米 YU7 搭载双电机系统,前电机最大功率为 220 千瓦,后电机最大功率为 288 千瓦。据IT之家此前报道,小米创办人、董事长兼 CEO 雷军 10 日在微博表示,小米 YU7 SUV 目前正在进行大规模路测,预计明年六七月正式上市。","content":"<html><body><p>IT之家 12 月 20 日消息,今天上午,北京当地的车友会晒出了一组小米首款 SUV 汽车 YU7 的无伪装实车图,据称位于北京雁栖湖。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>小米 YU7 的外观基本延续了小米 SU7 的设计风格。车头采用封闭式设计,大灯轮廓以及前包围造型基本不变。小米 YU7 车尾采用贯穿式风格,后包围造型风格同样保持不变。此外,该车在车顶设计有后扰流板。</p><p>申报数据显示,小米 YU7 长宽高分别为 4999/1996/1600 毫米,轴距为 3000 毫米,采用 5 座布局。小米 YU7 搭载双电机系统,前电机最大功率为 220 千瓦,后电机最大功率为 288 千瓦。同时,该车匹配三元锂电池组。</p><p>据IT之家此前报道,小米创办人、董事长兼 CEO 雷军 10 日在微博表示,小米 YU7 SUV 目前正在进行大规模路测,预计明年六七月正式上市。“希望 YU7 测试车可以尽早拆除重伪装,有助于我们做更全面、更细致的长时间大规模测试,来确保产品质量,做出更好的产品。”</p></body></html>","source":"ifeng_tech","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 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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小米首款SUV汽车YU7无伪装实车曝光,雷军曾称已开启大规模路测\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-20 12:16 北京时间 <a href=https://tech.ifeng.com/c/8fSrpw8ZVcD><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 12 月 20 日消息,今天上午,北京当地的车友会晒出了一组小米首款 SUV 汽车 YU7 的无伪装实车图,据称位于北京雁栖湖。小米 YU7 的外观基本延续了小米 SU7 的设计风格。车头采用封闭式设计,大灯轮廓以及前包围造型基本不变。小米 YU7 车尾采用贯穿式风格,后包围造型风格同样保持不变。此外,该车在车顶设计有后扰流板。申报数据显示,小米 YU7 长宽高分别为 4999/1996...</p>\n\n<a href=\"https://tech.ifeng.com/c/8fSrpw8ZVcD\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0359201612.USD":"贝莱德中国基金A2","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","BK4563":"昨日强势股","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) 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INC","BK1523":"武汉本地概念股","BK1193":"电脑硬件、储存设备及电脑周边","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0051755006.USD":"摩根大通中国A (dist)","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","BK1521":"挪威政府全球养老基金持仓","XIACY":"小米集团ADR","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0918141887.USD":"安联亚洲实际收益股票基金","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC"},"source_url":"https://tech.ifeng.com/c/8fSrpw8ZVcD","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492450881","content_text":"IT之家 12 月 20 日消息,今天上午,北京当地的车友会晒出了一组小米首款 SUV 汽车 YU7 的无伪装实车图,据称位于北京雁栖湖。小米 YU7 的外观基本延续了小米 SU7 的设计风格。车头采用封闭式设计,大灯轮廓以及前包围造型基本不变。小米 YU7 车尾采用贯穿式风格,后包围造型风格同样保持不变。此外,该车在车顶设计有后扰流板。申报数据显示,小米 YU7 长宽高分别为 4999/1996/1600 毫米,轴距为 3000 毫米,采用 5 座布局。小米 YU7 搭载双电机系统,前电机最大功率为 220 千瓦,后电机最大功率为 288 千瓦。同时,该车匹配三元锂电池组。据IT之家此前报道,小米创办人、董事长兼 CEO 雷军 10 日在微博表示,小米 YU7 SUV 目前正在进行大规模路测,预计明年六七月正式上市。“希望 YU7 测试车可以尽早拆除重伪装,有助于我们做更全面、更细致的长时间大规模测试,来确保产品质量,做出更好的产品。”","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1,"XIACY":0.6}},"isVote":1,"tweetType":1,"viewCount":1102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383269425057840,"gmtCreate":1734602347710,"gmtModify":1734602349867,"author":{"id":"4101528893376900","authorId":"4101528893376900","name":"wyyyyyyi","avatar":"https://static.tigerbbs.com/631750bfe36360fd4719a0a2706a0593","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101528893376900","authorIdStr":"4101528893376900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 小米要在日本开实体店了,感觉现在能全屋安装小米很大一个原因就是在智能互联这款,小米是做的最好的,物联网魅力太大了","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 小米要在日本开实体店了,感觉现在能全屋安装小米很大一个原因就是在智能互联这款,小米是做的最好的,物联网魅力太大了","text":"$小米集团-W(01810)$ 小米要在日本开实体店了,感觉现在能全屋安装小米很大一个原因就是在智能互联这款,小米是做的最好的,物联网魅力太大了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383269425057840","isVote":1,"tweetType":1,"viewCount":1353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}