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2021-06-01
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Alwin1282
2021-05-29
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Xiaomi's growth and breakthrough: technology-driven breakthrough to high-end
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After the news was announced, Xiaomi gapped and opened higher at HK $28.25 per share in early trading on the 26th, reaching a maximum of HK $28.50 per share.</p><p>It is worth mentioning that on May 26, Xiaomi also announced its performance report for the first quarter of 2021. At the same time, the Redmi Note 10 series mobile phones were released.</p><p><b>Xiaomi wins the case</b></p><p>The author learned that on January 14th, the U.S. government department listed nine Chinese companies, including Xiaomi, on the so-called blacklist \"related to the Chinese military\" to prevent American investors from investing in these companies. On January 29, Eastern Time, Xiaomi Group sued the U.S. Defense Department and the U.S. Treasury Department in the U.S. District Court for the District of Columbia.</p><p>At that time, Xiaomi issued an announcement saying that the company had noticed that the United States had included the company in the relevant list. Xiaomi stated in the announcement that the company has always adhered to legal and compliant operations and abided by the relevant laws and regulations of the place where it operates. Its services and products are all used for civil or commercial use. The Company will take appropriate measures to protect the interests of the Company and shareholders. Xiaomi emphasized in the announcement at the time: \"Everything is running normally at present.\"</p><p>In March this year, Xiaomi issued a statement saying that the U.S. court had issued a temporary injunction, suspending the administrative order identifying Xiaomi as a Chinese military-related enterprise.</p><p>On the 26th, Lei Jun said on Weibo, \"We won.\" On the same day, the topic of \"Xiaomi was removed from the US sanctions list\" became the second hot search topic on Weibo, triggering heated discussions among netizens.</p><p>Xiaomi's victory marks a \"rare victory\" for Chinese technology companies in the confrontation with US government departments. After all, there are many differences between China and the United States on trade and other issues. This bodes well for Chinese enterprises to defend their rights and interests internationally.</p><p><b>\"Breakthrough\" high-end</b></p><p>Xiaomi's financial report for the first quarter of 2021 shows that in the first quarter of 2021, Xiaomi Group's total revenue was 76.9 billion yuan, an increase of 54.7%, and its revenue and profit hit a record high. Among them, the high-end effect of mobile phones has been further highlighted, which has become an important driving force for Xiaomi's performance improvement.</p><p>At the same time, the explosion of high-end product performance and the gradual enrichment of high-end product matrix show that Xiaomi mobile phones have successfully established themselves in the high-end market. In the future, Xiaomi's high-end series products will continue to inject greater growth momentum and space into Xiaomi Group.</p><p>Wang Xiang, partner and president of Xiaomi Group, said in the conference call, \"Our total revenue and adjusted net profit have created a record high in a single quarter in Xiaomi's history. In the first quarter, smartphone shipments ranked third in the world, with a market share of 14.1% and a year-on-year increase of 62%, which still maintained a rapid growth rate among major manufacturers. This quarter, the achievement of the mobile phone business was mainly due to our continuously consolidated position in the high-end market.\"</p><p>For a long time, \"cost performance\" has been Xiaomi's golden signboard, and Xiaomi has attracted a large number of young users. But the capital market pays more attention to profits, and because Xiaomi mobile phones are cost-effective and have low profits, the initial stock price has not performed for a long time, and it will not change rapidly until 2020.</p><p>From this year's first quarter report, we can see that Xiaomi's high-end mobile phones have grown significantly and have an advantage in market share. The financial report shows that in the first quarter, the global shipments of Xiaomi mobile phones priced at RMB 3,000 or more in mainland China and smartphones priced at 300 euros or more overseas exceeded 4 million units. In addition, according to third-party data, Xiaomi's smartphone market share in mainland China priced in the range of RMB 4,000 to RMB 6,000 increased from 5.5% in the same period last year to 16.1% this quarter.</p><p>It is understood that in March, Xiaomi released three high-end mobile phones, Xiaomi 11Pro, Xiaomi 11ULtra and MIXFOLD. From January to April, the cumulative number of global orders for several mobile phones, including Mi 11, Mi 11Pro and Ultra, exceeded 3 million units. At the same time, the Xiaomi Mi 11 series ranks first in sales among Android phone series priced at 4,000 to 6,000 yuan in the mainland Chinese market.</p><p>Low-end mobile phones compete for share, while high-end mobile phones earn profits. Xiaomi's net profit in the first quarter broke a record, and the outstanding performance of Xiaomi's high-end mobile phones contributed a lot, which also means that Xiaomi has gained a firm foothold in the field of high-end mobile phones.</p><p>It is worth mentioning that, in addition to maintaining advantages in online sales channels, the shortcomings of Xiaomi's offline channels are being rapidly made up for. As of the end of April, the number of offline stores of Xiaomi Home exceeded 5,500.</p><p><b>Innovation Drives Growth</b></p><p>Wang Xiang said in the conference call that the reason why Xiaomi can achieve good results in the high-end market is mainly due to technological innovation. \"To give a few examples, I have been talking about our continuous R&D investment in several quarters. First of all, in the field of cameras, Ultra scored 143 points in the DXOMARK score, ranking first in the ranking of professional mobile phone cameras in the world. At the same time, We also launched the GN2 image sensor, which is currently the largest image sensor in the industry. In terms of charging, Xiaomi 11Ultra launched a silicon-oxygen negative electrode battery, which makes the phone get an electric shock faster, makes the body thinner and lighter, and also supports 67-watt wireless flash charging, setting a series of examples in the wireless charging industry. \"</p><p>Unlike the past, which relied on \"cost-effectiveness\" to drive growth, the cost-effectiveness of Xiaomi products still exists, but the role of technology and innovation in helping Xiaomi's performance growth has become increasingly prominent. The financial report shows that Xiaomi's R&D investment reached 3 billion yuan in the first quarter, a year-on-year increase of 61.0%.</p><p>The improvement of core technical capabilities has brought about the overall improvement of Xiaomi's overall high-end production capacity and the substantial improvement of product capabilities. Specifically embodied in products, Xiaomi 11 series high-end products have more than ten world premieres. At present, Xiaomi has internationally leading test capabilities in more than a dozen disciplines such as camera, audio, radio frequency, antenna, electromagnetic compatibility, baseband, structure, optics, touch, thermal design, power consumption, battery, reliability, and software stability.</p><p>For example, Xiaomi has achieved global leadership in unlimited charging technology. At the end of March, at the Xiaomi 11 series product launch conference, Xiaomi launched the world's first silicon-oxygen anode battery. Silicon-oxygen negative electrode batteries with high energy density, long life and high performance have once again raised the threshold of new industries. For another example, Xiaomi's third-generation under-screen front camera solution has reached mass production and commercial standards and is in a leading position in the industry.</p><p>With huge R&D investment, Xiaomi's R&D results are constantly being implemented. Xiaomi's ultra-high-end flagship model MIX FOLD, which was launched in March this year, adopts a number of black technologies such as 2K + full folding screen and liquid lens. The price starts from 9,999 yuan, achieving perfect technological innovation and cost performance.</p><p>It can be seen that the high-end of Xiaomi mobile phones is high-end supported by technology. Breakthroughs in technological capabilities have brought about improvements in Xiaomi's production capacity efficiency, product experience and quality, and will continue to lay a solid foundation for Xiaomi to open up new high-end growth space. Xiaomi's high-end definition by technology will also bring the competition of high-end mobile phones into a new stage.</p><p>At the same time, Xiaomi's \"mobile phone × AIoT\" strategy has entered a rapid harvest period. There are more and more consumers because Xiaomi has chosen Xiaomi Smart Home; More and more consumers are choosing Xiaomi mobile phones because of the potential of Xiaomi smart homes. In March 2021, the number of monthly active users of the artificial intelligence assistant \"Xiao Ai Classmate\" reached 93 million; The number of monthly active users of Mijia APP increased by 22.8% year-on-year to 49.2 million. At the end of March, Xiaomi officially announced that it would build a car, mobile phone × AIoT + car. What kind of sparks can collide with, giving people infinite reverie.</p><p>For a long time, online has been Xiaomi's home, and its online market share of mobile phones doubled in the first quarter. In the first quarter, Xiaomi accelerated the expansion of Xiaomi Home's offline stores, exceeding 5,500 by the end of April.</p><p>At first, Xiaomi focused on online, which was conducive to saving costs and saving more cost performance. Nowadays, a large number of popular Xiaomi AIoT products have been launched, and consumer demand for Xiaomi AIoT home devices in sinking markets below the third tier continues to rise. A Xiaomi home sells mobile phones and home equipment at the same time, which can not only meet the actual needs of consumers, but also effectively reduce marketing costs compared with only selling mobile phones. This has become the unique advantage of Xiaomi mobile phone brand.</p>","source":"lsy1571439018386","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>Xiaomi's growth and breakthrough: technology-driven breakthrough to high-end</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\">\nXiaomi's growth and breakthrough: technology-driven breakthrough to high-end\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国经营报</strong><span class=\"h-time small\">2021-05-29 14:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Recently, good news from Xiaomi has continued one after another.</p><p>On May 26, Lei Jun, founder, chairman and CEO of Xiaomi Group, posted on Weibo, saying, \"At 4:09 pm Eastern Time on May 25, the U.S. District Court for the District of Columbia issued a final judgment, lifting the U.S. defense department's identification of the company as a 'Chinese Military Company' officially lifted all restrictions on American investors purchasing or holding the company's securities.\"</p><p>This means that the lawsuit that lasted for nearly 4 months has finally been settled. After the news was announced, Xiaomi gapped and opened higher at HK $28.25 per share in early trading on the 26th, reaching a maximum of HK $28.50 per share.</p><p>It is worth mentioning that on May 26, Xiaomi also announced its performance report for the first quarter of 2021. At the same time, the Redmi Note 10 series mobile phones were released.</p><p><b>Xiaomi wins the case</b></p><p>The author learned that on January 14th, the U.S. government department listed nine Chinese companies, including Xiaomi, on the so-called blacklist \"related to the Chinese military\" to prevent American investors from investing in these companies. On January 29, Eastern Time, Xiaomi Group sued the U.S. Defense Department and the U.S. Treasury Department in the U.S. District Court for the District of Columbia.</p><p>At that time, Xiaomi issued an announcement saying that the company had noticed that the United States had included the company in the relevant list. Xiaomi stated in the announcement that the company has always adhered to legal and compliant operations and abided by the relevant laws and regulations of the place where it operates. Its services and products are all used for civil or commercial use. The Company will take appropriate measures to protect the interests of the Company and shareholders. Xiaomi emphasized in the announcement at the time: \"Everything is running normally at present.\"</p><p>In March this year, Xiaomi issued a statement saying that the U.S. court had issued a temporary injunction, suspending the administrative order identifying Xiaomi as a Chinese military-related enterprise.</p><p>On the 26th, Lei Jun said on Weibo, \"We won.\" On the same day, the topic of \"Xiaomi was removed from the US sanctions list\" became the second hot search topic on Weibo, triggering heated discussions among netizens.</p><p>Xiaomi's victory marks a \"rare victory\" for Chinese technology companies in the confrontation with US government departments. After all, there are many differences between China and the United States on trade and other issues. This bodes well for Chinese enterprises to defend their rights and interests internationally.</p><p><b>\"Breakthrough\" high-end</b></p><p>Xiaomi's financial report for the first quarter of 2021 shows that in the first quarter of 2021, Xiaomi Group's total revenue was 76.9 billion yuan, an increase of 54.7%, and its revenue and profit hit a record high. Among them, the high-end effect of mobile phones has been further highlighted, which has become an important driving force for Xiaomi's performance improvement.</p><p>At the same time, the explosion of high-end product performance and the gradual enrichment of high-end product matrix show that Xiaomi mobile phones have successfully established themselves in the high-end market. In the future, Xiaomi's high-end series products will continue to inject greater growth momentum and space into Xiaomi Group.</p><p>Wang Xiang, partner and president of Xiaomi Group, said in the conference call, \"Our total revenue and adjusted net profit have created a record high in a single quarter in Xiaomi's history. In the first quarter, smartphone shipments ranked third in the world, with a market share of 14.1% and a year-on-year increase of 62%, which still maintained a rapid growth rate among major manufacturers. This quarter, the achievement of the mobile phone business was mainly due to our continuously consolidated position in the high-end market.\"</p><p>For a long time, \"cost performance\" has been Xiaomi's golden signboard, and Xiaomi has attracted a large number of young users. But the capital market pays more attention to profits, and because Xiaomi mobile phones are cost-effective and have low profits, the initial stock price has not performed for a long time, and it will not change rapidly until 2020.</p><p>From this year's first quarter report, we can see that Xiaomi's high-end mobile phones have grown significantly and have an advantage in market share. The financial report shows that in the first quarter, the global shipments of Xiaomi mobile phones priced at RMB 3,000 or more in mainland China and smartphones priced at 300 euros or more overseas exceeded 4 million units. In addition, according to third-party data, Xiaomi's smartphone market share in mainland China priced in the range of RMB 4,000 to RMB 6,000 increased from 5.5% in the same period last year to 16.1% this quarter.</p><p>It is understood that in March, Xiaomi released three high-end mobile phones, Xiaomi 11Pro, Xiaomi 11ULtra and MIXFOLD. From January to April, the cumulative number of global orders for several mobile phones, including Mi 11, Mi 11Pro and Ultra, exceeded 3 million units. At the same time, the Xiaomi Mi 11 series ranks first in sales among Android phone series priced at 4,000 to 6,000 yuan in the mainland Chinese market.</p><p>Low-end mobile phones compete for share, while high-end mobile phones earn profits. Xiaomi's net profit in the first quarter broke a record, and the outstanding performance of Xiaomi's high-end mobile phones contributed a lot, which also means that Xiaomi has gained a firm foothold in the field of high-end mobile phones.</p><p>It is worth mentioning that, in addition to maintaining advantages in online sales channels, the shortcomings of Xiaomi's offline channels are being rapidly made up for. As of the end of April, the number of offline stores of Xiaomi Home exceeded 5,500.</p><p><b>Innovation Drives Growth</b></p><p>Wang Xiang said in the conference call that the reason why Xiaomi can achieve good results in the high-end market is mainly due to technological innovation. \"To give a few examples, I have been talking about our continuous R&D investment in several quarters. First of all, in the field of cameras, Ultra scored 143 points in the DXOMARK score, ranking first in the ranking of professional mobile phone cameras in the world. At the same time, We also launched the GN2 image sensor, which is currently the largest image sensor in the industry. In terms of charging, Xiaomi 11Ultra launched a silicon-oxygen negative electrode battery, which makes the phone get an electric shock faster, makes the body thinner and lighter, and also supports 67-watt wireless flash charging, setting a series of examples in the wireless charging industry. \"</p><p>Unlike the past, which relied on \"cost-effectiveness\" to drive growth, the cost-effectiveness of Xiaomi products still exists, but the role of technology and innovation in helping Xiaomi's performance growth has become increasingly prominent. The financial report shows that Xiaomi's R&D investment reached 3 billion yuan in the first quarter, a year-on-year increase of 61.0%.</p><p>The improvement of core technical capabilities has brought about the overall improvement of Xiaomi's overall high-end production capacity and the substantial improvement of product capabilities. Specifically embodied in products, Xiaomi 11 series high-end products have more than ten world premieres. At present, Xiaomi has internationally leading test capabilities in more than a dozen disciplines such as camera, audio, radio frequency, antenna, electromagnetic compatibility, baseband, structure, optics, touch, thermal design, power consumption, battery, reliability, and software stability.</p><p>For example, Xiaomi has achieved global leadership in unlimited charging technology. At the end of March, at the Xiaomi 11 series product launch conference, Xiaomi launched the world's first silicon-oxygen anode battery. Silicon-oxygen negative electrode batteries with high energy density, long life and high performance have once again raised the threshold of new industries. For another example, Xiaomi's third-generation under-screen front camera solution has reached mass production and commercial standards and is in a leading position in the industry.</p><p>With huge R&D investment, Xiaomi's R&D results are constantly being implemented. Xiaomi's ultra-high-end flagship model MIX FOLD, which was launched in March this year, adopts a number of black technologies such as 2K + full folding screen and liquid lens. The price starts from 9,999 yuan, achieving perfect technological innovation and cost performance.</p><p>It can be seen that the high-end of Xiaomi mobile phones is high-end supported by technology. Breakthroughs in technological capabilities have brought about improvements in Xiaomi's production capacity efficiency, product experience and quality, and will continue to lay a solid foundation for Xiaomi to open up new high-end growth space. Xiaomi's high-end definition by technology will also bring the competition of high-end mobile phones into a new stage.</p><p>At the same time, Xiaomi's \"mobile phone × AIoT\" strategy has entered a rapid harvest period. There are more and more consumers because Xiaomi has chosen Xiaomi Smart Home; More and more consumers are choosing Xiaomi mobile phones because of the potential of Xiaomi smart homes. In March 2021, the number of monthly active users of the artificial intelligence assistant \"Xiao Ai Classmate\" reached 93 million; The number of monthly active users of Mijia APP increased by 22.8% year-on-year to 49.2 million. At the end of March, Xiaomi officially announced that it would build a car, mobile phone × AIoT + car. What kind of sparks can collide with, giving people infinite reverie.</p><p>For a long time, online has been Xiaomi's home, and its online market share of mobile phones doubled in the first quarter. In the first quarter, Xiaomi accelerated the expansion of Xiaomi Home's offline stores, exceeding 5,500 by the end of April.</p><p>At first, Xiaomi focused on online, which was conducive to saving costs and saving more cost performance. Nowadays, a large number of popular Xiaomi AIoT products have been launched, and consumer demand for Xiaomi AIoT home devices in sinking markets below the third tier continues to rise. A Xiaomi home sells mobile phones and home equipment at the same time, which can not only meet the actual needs of consumers, but also effectively reduce marketing costs compared with only selling mobile phones. This has become the unique advantage of Xiaomi mobile phone brand.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/w6a0xe3q02DwKBofdkhDJA\">中国经营报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://mp.weixin.qq.com/s/w6a0xe3q02DwKBofdkhDJA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125469611","content_text":"近日，小米好消息接连不断。\n5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。”\n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。\n值得一提的是，5月26日，小米还公布了2021年第一季度业绩报告。同时，发布了Redmi Note 10系列手机。\n小米胜诉\n笔者了解到，1 月 14 日，美国政府部门将小米等 9 家中国企业列入所谓“与中国军方相关”的黑名单中，阻止美国投资者对这些企业进行投资。美国东部时间 1 月 29 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。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":3661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":119227319,"gmtCreate":1622551262231,"gmtModify":1704186118863,"author":{"id":"3585378289171051","authorId":"3585378289171051","name":"Alwin1282","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585378289171051","idStr":"3585378289171051"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119227319","repostId":"1136704701","repostType":4,"isVote":1,"tweetType":1,"viewCount":4268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137361505,"gmtCreate":1622301309807,"gmtModify":1704182843137,"author":{"id":"3585378289171051","authorId":"3585378289171051","name":"Alwin1282","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585378289171051","idStr":"3585378289171051"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/137361505","repostId":"1125469611","repostType":4,"repost":{"id":"1125469611","kind":"news","pubTimestamp":1622270854,"share":"https://ttm.financial/m/news/1125469611?lang=en_US&edition=fundamental","pubTime":"2021-05-29 14:47","market":"hk","language":"zh","title":"Xiaomi's growth and breakthrough: technology-driven breakthrough to high-end","url":"https://stock-news.laohu8.com/highlight/detail?id=1125469611","media":"中国经营报","summary":"近日，小米好消息接连不断。\n5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","content":"<p>Recently, good news from Xiaomi has continued one after another.</p><p>On May 26, Lei Jun, founder, chairman and CEO of Xiaomi Group, posted on Weibo, saying, \"At 4:09 pm Eastern Time on May 25, the U.S. District Court for the District of Columbia issued a final judgment, lifting the U.S. defense department's identification of the company as a 'Chinese Military Company' officially lifted all restrictions on American investors purchasing or holding the company's securities.\"</p><p>This means that the lawsuit that lasted for nearly 4 months has finally been settled. After the news was announced, Xiaomi gapped and opened higher at HK $28.25 per share in early trading on the 26th, reaching a maximum of HK $28.50 per share.</p><p>It is worth mentioning that on May 26, Xiaomi also announced its performance report for the first quarter of 2021. At the same time, the Redmi Note 10 series mobile phones were released.</p><p><b>Xiaomi wins the case</b></p><p>The author learned that on January 14th, the U.S. government department listed nine Chinese companies, including Xiaomi, on the so-called blacklist \"related to the Chinese military\" to prevent American investors from investing in these companies. On January 29, Eastern Time, Xiaomi Group sued the U.S. Defense Department and the U.S. Treasury Department in the U.S. District Court for the District of Columbia.</p><p>At that time, Xiaomi issued an announcement saying that the company had noticed that the United States had included the company in the relevant list. Xiaomi stated in the announcement that the company has always adhered to legal and compliant operations and abided by the relevant laws and regulations of the place where it operates. Its services and products are all used for civil or commercial use. The Company will take appropriate measures to protect the interests of the Company and shareholders. Xiaomi emphasized in the announcement at the time: \"Everything is running normally at present.\"</p><p>In March this year, Xiaomi issued a statement saying that the U.S. court had issued a temporary injunction, suspending the administrative order identifying Xiaomi as a Chinese military-related enterprise.</p><p>On the 26th, Lei Jun said on Weibo, \"We won.\" On the same day, the topic of \"Xiaomi was removed from the US sanctions list\" became the second hot search topic on Weibo, triggering heated discussions among netizens.</p><p>Xiaomi's victory marks a \"rare victory\" for Chinese technology companies in the confrontation with US government departments. After all, there are many differences between China and the United States on trade and other issues. This bodes well for Chinese enterprises to defend their rights and interests internationally.</p><p><b>\"Breakthrough\" high-end</b></p><p>Xiaomi's financial report for the first quarter of 2021 shows that in the first quarter of 2021, Xiaomi Group's total revenue was 76.9 billion yuan, an increase of 54.7%, and its revenue and profit hit a record high. Among them, the high-end effect of mobile phones has been further highlighted, which has become an important driving force for Xiaomi's performance improvement.</p><p>At the same time, the explosion of high-end product performance and the gradual enrichment of high-end product matrix show that Xiaomi mobile phones have successfully established themselves in the high-end market. In the future, Xiaomi's high-end series products will continue to inject greater growth momentum and space into Xiaomi Group.</p><p>Wang Xiang, partner and president of Xiaomi Group, said in the conference call, \"Our total revenue and adjusted net profit have created a record high in a single quarter in Xiaomi's history. In the first quarter, smartphone shipments ranked third in the world, with a market share of 14.1% and a year-on-year increase of 62%, which still maintained a rapid growth rate among major manufacturers. This quarter, the achievement of the mobile phone business was mainly due to our continuously consolidated position in the high-end market.\"</p><p>For a long time, \"cost performance\" has been Xiaomi's golden signboard, and Xiaomi has attracted a large number of young users. But the capital market pays more attention to profits, and because Xiaomi mobile phones are cost-effective and have low profits, the initial stock price has not performed for a long time, and it will not change rapidly until 2020.</p><p>From this year's first quarter report, we can see that Xiaomi's high-end mobile phones have grown significantly and have an advantage in market share. The financial report shows that in the first quarter, the global shipments of Xiaomi mobile phones priced at RMB 3,000 or more in mainland China and smartphones priced at 300 euros or more overseas exceeded 4 million units. In addition, according to third-party data, Xiaomi's smartphone market share in mainland China priced in the range of RMB 4,000 to RMB 6,000 increased from 5.5% in the same period last year to 16.1% this quarter.</p><p>It is understood that in March, Xiaomi released three high-end mobile phones, Xiaomi 11Pro, Xiaomi 11ULtra and MIXFOLD. From January to April, the cumulative number of global orders for several mobile phones, including Mi 11, Mi 11Pro and Ultra, exceeded 3 million units. At the same time, the Xiaomi Mi 11 series ranks first in sales among Android phone series priced at 4,000 to 6,000 yuan in the mainland Chinese market.</p><p>Low-end mobile phones compete for share, while high-end mobile phones earn profits. Xiaomi's net profit in the first quarter broke a record, and the outstanding performance of Xiaomi's high-end mobile phones contributed a lot, which also means that Xiaomi has gained a firm foothold in the field of high-end mobile phones.</p><p>It is worth mentioning that, in addition to maintaining advantages in online sales channels, the shortcomings of Xiaomi's offline channels are being rapidly made up for. As of the end of April, the number of offline stores of Xiaomi Home exceeded 5,500.</p><p><b>Innovation Drives Growth</b></p><p>Wang Xiang said in the conference call that the reason why Xiaomi can achieve good results in the high-end market is mainly due to technological innovation. \"To give a few examples, I have been talking about our continuous R&D investment in several quarters. First of all, in the field of cameras, Ultra scored 143 points in the DXOMARK score, ranking first in the ranking of professional mobile phone cameras in the world. At the same time, We also launched the GN2 image sensor, which is currently the largest image sensor in the industry. In terms of charging, Xiaomi 11Ultra launched a silicon-oxygen negative electrode battery, which makes the phone get an electric shock faster, makes the body thinner and lighter, and also supports 67-watt wireless flash charging, setting a series of examples in the wireless charging industry. \"</p><p>Unlike the past, which relied on \"cost-effectiveness\" to drive growth, the cost-effectiveness of Xiaomi products still exists, but the role of technology and innovation in helping Xiaomi's performance growth has become increasingly prominent. The financial report shows that Xiaomi's R&D investment reached 3 billion yuan in the first quarter, a year-on-year increase of 61.0%.</p><p>The improvement of core technical capabilities has brought about the overall improvement of Xiaomi's overall high-end production capacity and the substantial improvement of product capabilities. Specifically embodied in products, Xiaomi 11 series high-end products have more than ten world premieres. At present, Xiaomi has internationally leading test capabilities in more than a dozen disciplines such as camera, audio, radio frequency, antenna, electromagnetic compatibility, baseband, structure, optics, touch, thermal design, power consumption, battery, reliability, and software stability.</p><p>For example, Xiaomi has achieved global leadership in unlimited charging technology. At the end of March, at the Xiaomi 11 series product launch conference, Xiaomi launched the world's first silicon-oxygen anode battery. Silicon-oxygen negative electrode batteries with high energy density, long life and high performance have once again raised the threshold of new industries. For another example, Xiaomi's third-generation under-screen front camera solution has reached mass production and commercial standards and is in a leading position in the industry.</p><p>With huge R&D investment, Xiaomi's R&D results are constantly being implemented. Xiaomi's ultra-high-end flagship model MIX FOLD, which was launched in March this year, adopts a number of black technologies such as 2K + full folding screen and liquid lens. The price starts from 9,999 yuan, achieving perfect technological innovation and cost performance.</p><p>It can be seen that the high-end of Xiaomi mobile phones is high-end supported by technology. Breakthroughs in technological capabilities have brought about improvements in Xiaomi's production capacity efficiency, product experience and quality, and will continue to lay a solid foundation for Xiaomi to open up new high-end growth space. Xiaomi's high-end definition by technology will also bring the competition of high-end mobile phones into a new stage.</p><p>At the same time, Xiaomi's \"mobile phone × AIoT\" strategy has entered a rapid harvest period. There are more and more consumers because Xiaomi has chosen Xiaomi Smart Home; More and more consumers are choosing Xiaomi mobile phones because of the potential of Xiaomi smart homes. In March 2021, the number of monthly active users of the artificial intelligence assistant \"Xiao Ai Classmate\" reached 93 million; The number of monthly active users of Mijia APP increased by 22.8% year-on-year to 49.2 million. At the end of March, Xiaomi officially announced that it would build a car, mobile phone × AIoT + car. What kind of sparks can collide with, giving people infinite reverie.</p><p>For a long time, online has been Xiaomi's home, and its online market share of mobile phones doubled in the first quarter. In the first quarter, Xiaomi accelerated the expansion of Xiaomi Home's offline stores, exceeding 5,500 by the end of April.</p><p>At first, Xiaomi focused on online, which was conducive to saving costs and saving more cost performance. Nowadays, a large number of popular Xiaomi AIoT products have been launched, and consumer demand for Xiaomi AIoT home devices in sinking markets below the third tier continues to rise. A Xiaomi home sells mobile phones and home equipment at the same time, which can not only meet the actual needs of consumers, but also effectively reduce marketing costs compared with only selling mobile phones. This has become the unique advantage of Xiaomi mobile phone brand.</p>","source":"lsy1571439018386","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>Xiaomi's growth and breakthrough: technology-driven breakthrough to high-end</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\">\nXiaomi's growth and breakthrough: technology-driven breakthrough to high-end\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国经营报</strong><span class=\"h-time small\">2021-05-29 14:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Recently, good news from Xiaomi has continued one after another.</p><p>On May 26, Lei Jun, founder, chairman and CEO of Xiaomi Group, posted on Weibo, saying, \"At 4:09 pm Eastern Time on May 25, the U.S. District Court for the District of Columbia issued a final judgment, lifting the U.S. defense department's identification of the company as a 'Chinese Military Company' officially lifted all restrictions on American investors purchasing or holding the company's securities.\"</p><p>This means that the lawsuit that lasted for nearly 4 months has finally been settled. After the news was announced, Xiaomi gapped and opened higher at HK $28.25 per share in early trading on the 26th, reaching a maximum of HK $28.50 per share.</p><p>It is worth mentioning that on May 26, Xiaomi also announced its performance report for the first quarter of 2021. At the same time, the Redmi Note 10 series mobile phones were released.</p><p><b>Xiaomi wins the case</b></p><p>The author learned that on January 14th, the U.S. government department listed nine Chinese companies, including Xiaomi, on the so-called blacklist \"related to the Chinese military\" to prevent American investors from investing in these companies. On January 29, Eastern Time, Xiaomi Group sued the U.S. Defense Department and the U.S. Treasury Department in the U.S. District Court for the District of Columbia.</p><p>At that time, Xiaomi issued an announcement saying that the company had noticed that the United States had included the company in the relevant list. Xiaomi stated in the announcement that the company has always adhered to legal and compliant operations and abided by the relevant laws and regulations of the place where it operates. Its services and products are all used for civil or commercial use. The Company will take appropriate measures to protect the interests of the Company and shareholders. Xiaomi emphasized in the announcement at the time: \"Everything is running normally at present.\"</p><p>In March this year, Xiaomi issued a statement saying that the U.S. court had issued a temporary injunction, suspending the administrative order identifying Xiaomi as a Chinese military-related enterprise.</p><p>On the 26th, Lei Jun said on Weibo, \"We won.\" On the same day, the topic of \"Xiaomi was removed from the US sanctions list\" became the second hot search topic on Weibo, triggering heated discussions among netizens.</p><p>Xiaomi's victory marks a \"rare victory\" for Chinese technology companies in the confrontation with US government departments. After all, there are many differences between China and the United States on trade and other issues. This bodes well for Chinese enterprises to defend their rights and interests internationally.</p><p><b>\"Breakthrough\" high-end</b></p><p>Xiaomi's financial report for the first quarter of 2021 shows that in the first quarter of 2021, Xiaomi Group's total revenue was 76.9 billion yuan, an increase of 54.7%, and its revenue and profit hit a record high. Among them, the high-end effect of mobile phones has been further highlighted, which has become an important driving force for Xiaomi's performance improvement.</p><p>At the same time, the explosion of high-end product performance and the gradual enrichment of high-end product matrix show that Xiaomi mobile phones have successfully established themselves in the high-end market. In the future, Xiaomi's high-end series products will continue to inject greater growth momentum and space into Xiaomi Group.</p><p>Wang Xiang, partner and president of Xiaomi Group, said in the conference call, \"Our total revenue and adjusted net profit have created a record high in a single quarter in Xiaomi's history. In the first quarter, smartphone shipments ranked third in the world, with a market share of 14.1% and a year-on-year increase of 62%, which still maintained a rapid growth rate among major manufacturers. This quarter, the achievement of the mobile phone business was mainly due to our continuously consolidated position in the high-end market.\"</p><p>For a long time, \"cost performance\" has been Xiaomi's golden signboard, and Xiaomi has attracted a large number of young users. But the capital market pays more attention to profits, and because Xiaomi mobile phones are cost-effective and have low profits, the initial stock price has not performed for a long time, and it will not change rapidly until 2020.</p><p>From this year's first quarter report, we can see that Xiaomi's high-end mobile phones have grown significantly and have an advantage in market share. The financial report shows that in the first quarter, the global shipments of Xiaomi mobile phones priced at RMB 3,000 or more in mainland China and smartphones priced at 300 euros or more overseas exceeded 4 million units. In addition, according to third-party data, Xiaomi's smartphone market share in mainland China priced in the range of RMB 4,000 to RMB 6,000 increased from 5.5% in the same period last year to 16.1% this quarter.</p><p>It is understood that in March, Xiaomi released three high-end mobile phones, Xiaomi 11Pro, Xiaomi 11ULtra and MIXFOLD. From January to April, the cumulative number of global orders for several mobile phones, including Mi 11, Mi 11Pro and Ultra, exceeded 3 million units. At the same time, the Xiaomi Mi 11 series ranks first in sales among Android phone series priced at 4,000 to 6,000 yuan in the mainland Chinese market.</p><p>Low-end mobile phones compete for share, while high-end mobile phones earn profits. Xiaomi's net profit in the first quarter broke a record, and the outstanding performance of Xiaomi's high-end mobile phones contributed a lot, which also means that Xiaomi has gained a firm foothold in the field of high-end mobile phones.</p><p>It is worth mentioning that, in addition to maintaining advantages in online sales channels, the shortcomings of Xiaomi's offline channels are being rapidly made up for. As of the end of April, the number of offline stores of Xiaomi Home exceeded 5,500.</p><p><b>Innovation Drives Growth</b></p><p>Wang Xiang said in the conference call that the reason why Xiaomi can achieve good results in the high-end market is mainly due to technological innovation. \"To give a few examples, I have been talking about our continuous R&D investment in several quarters. First of all, in the field of cameras, Ultra scored 143 points in the DXOMARK score, ranking first in the ranking of professional mobile phone cameras in the world. At the same time, We also launched the GN2 image sensor, which is currently the largest image sensor in the industry. In terms of charging, Xiaomi 11Ultra launched a silicon-oxygen negative electrode battery, which makes the phone get an electric shock faster, makes the body thinner and lighter, and also supports 67-watt wireless flash charging, setting a series of examples in the wireless charging industry. \"</p><p>Unlike the past, which relied on \"cost-effectiveness\" to drive growth, the cost-effectiveness of Xiaomi products still exists, but the role of technology and innovation in helping Xiaomi's performance growth has become increasingly prominent. The financial report shows that Xiaomi's R&D investment reached 3 billion yuan in the first quarter, a year-on-year increase of 61.0%.</p><p>The improvement of core technical capabilities has brought about the overall improvement of Xiaomi's overall high-end production capacity and the substantial improvement of product capabilities. Specifically embodied in products, Xiaomi 11 series high-end products have more than ten world premieres. At present, Xiaomi has internationally leading test capabilities in more than a dozen disciplines such as camera, audio, radio frequency, antenna, electromagnetic compatibility, baseband, structure, optics, touch, thermal design, power consumption, battery, reliability, and software stability.</p><p>For example, Xiaomi has achieved global leadership in unlimited charging technology. At the end of March, at the Xiaomi 11 series product launch conference, Xiaomi launched the world's first silicon-oxygen anode battery. Silicon-oxygen negative electrode batteries with high energy density, long life and high performance have once again raised the threshold of new industries. For another example, Xiaomi's third-generation under-screen front camera solution has reached mass production and commercial standards and is in a leading position in the industry.</p><p>With huge R&D investment, Xiaomi's R&D results are constantly being implemented. Xiaomi's ultra-high-end flagship model MIX FOLD, which was launched in March this year, adopts a number of black technologies such as 2K + full folding screen and liquid lens. The price starts from 9,999 yuan, achieving perfect technological innovation and cost performance.</p><p>It can be seen that the high-end of Xiaomi mobile phones is high-end supported by technology. Breakthroughs in technological capabilities have brought about improvements in Xiaomi's production capacity efficiency, product experience and quality, and will continue to lay a solid foundation for Xiaomi to open up new high-end growth space. Xiaomi's high-end definition by technology will also bring the competition of high-end mobile phones into a new stage.</p><p>At the same time, Xiaomi's \"mobile phone × AIoT\" strategy has entered a rapid harvest period. There are more and more consumers because Xiaomi has chosen Xiaomi Smart Home; More and more consumers are choosing Xiaomi mobile phones because of the potential of Xiaomi smart homes. In March 2021, the number of monthly active users of the artificial intelligence assistant \"Xiao Ai Classmate\" reached 93 million; The number of monthly active users of Mijia APP increased by 22.8% year-on-year to 49.2 million. At the end of March, Xiaomi officially announced that it would build a car, mobile phone × AIoT + car. What kind of sparks can collide with, giving people infinite reverie.</p><p>For a long time, online has been Xiaomi's home, and its online market share of mobile phones doubled in the first quarter. In the first quarter, Xiaomi accelerated the expansion of Xiaomi Home's offline stores, exceeding 5,500 by the end of April.</p><p>At first, Xiaomi focused on online, which was conducive to saving costs and saving more cost performance. Nowadays, a large number of popular Xiaomi AIoT products have been launched, and consumer demand for Xiaomi AIoT home devices in sinking markets below the third tier continues to rise. A Xiaomi home sells mobile phones and home equipment at the same time, which can not only meet the actual needs of consumers, but also effectively reduce marketing costs compared with only selling mobile phones. This has become the unique advantage of Xiaomi mobile phone brand.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/w6a0xe3q02DwKBofdkhDJA\">中国经营报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://mp.weixin.qq.com/s/w6a0xe3q02DwKBofdkhDJA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125469611","content_text":"近日，小米好消息接连不断。\n5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。”\n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。\n值得一提的是，5月26日，小米还公布了2021年第一季度业绩报告。同时，发布了Redmi Note 10系列手机。\n小米胜诉\n笔者了解到，1 月 14 日，美国政府部门将小米等 9 家中国企业列入所谓“与中国军方相关”的黑名单中，阻止美国投资者对这些企业进行投资。美国东部时间 1 月 29 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。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":3661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
