小米汽车今年四季度亮相

一，首款小米汽车四季度闪亮登场
据报道，8月14日晚7点整，雷军将举办年度演讲，有望发布小米汽车最新进展。
小米汽车今年四季度一定亮相，据可靠消息小米汽车的交付中心已经陆续在各个城市铺开，小米是采取销售和交付中心完全独立分离的模式，是一款类似保时捷帕拉梅拉的车型，听试驾过的内部人员说性能及其强悍媲美特斯拉models，但是恐怖的是营销天才雷军先生似乎把首款小米汽车的定价定在了20万左右，真正的价格屠夫要来了！
小米汽车将携手理想汽车成为国内性价比最高的TOP2车企，理想已经接近做到垄断20万～60万的家用suv领域绝对王者车企。小米有机会做成垄断20万到60万的性能轿跑领域王者车企。只是小米面对的对手更加强悍，特斯拉model3，比亚迪汉系列等等，但是相信小米汽车最终会突破重围！
二，小米汽车绝对是市场重磅炸弹

作为亲眼目睹小米崛起的一代人，我太明白雷军的想法了。小米的战略肯定和小米第一代手机一样。第一款车型雷军会亏钱卖车，只求快速引爆市场，让大街上都能看到小米汽车。有人说小鹏蔚来也亏钱啊，性质完全不同，小鹏是研发成本投入高导致亏，蔚来是服务换电站导致亏，卖车都还是有毛利的。而小米的路线是轻研发，能用供应商现成的绝不自己研发。然后整车毛利极低。

第二，就是耍猴，用明年供应链的价格，卖今年的货。目前汽车行业就像十几年前的手机，一年一个变化，大趋势肯定是越来越便宜，比如电池续航，高算力芯片。小米会直接以明年供应链的价格来给今天的产品定价，再加上本身极低的毛利，第一款车绝对性价比秒杀一众对手。比如续航直接顶到800公里，采用800v平台，免费的自动驾驶，座椅通风按摩等配置拉满，直接卖14.9。相信市场会直接爆掉，锁定大量订单，然后等到第二年慢慢交付。从此在新能源汽车市场占据一席之地。
三，小米布局汽车产业链

小米汽车核心硬件体系方案，电池低阶用400V平台+比亚迪磷酸铁锂电池、高阶用800V平台+宁德时代麒麟电池；电控则使用的联电和汇川技术。

小米汽车工厂的进度，其在北京亦庄的小米汽车工厂项目一期工厂今年6月竣工，二期则计划在2024年3月开工，2025年3月竣工，两期工厂均规划了15万辆的年产能。

事实上，小米企图藉由造车开启第三成长曲线，倒并非跟风，更似一场早有筹谋的布局千里。

过去几年，小米虽未入局造车，但在供应链全链条进行了全面投资。

早在2013年，雷布斯就曾两次去美国拜访马一龙，受到启发，开启了汽车投资之旅。

2014年11月，顺为资本（雷军作为co-founder的风投）作为联合发起人，参与了蔚来汽车的创立。2017年，顺为资本投资了小鹏汽车。2019年，新能源遇冷，车企压力骤增，顺为资本又送上救命钱，力保蔚来小鹏。

除投资整车外，雷军已经通过顺为资本、小米集团、小米长江产业资金等“多驾马车”，开始了汽车圈投资布局。除慧眼独具押宝三电系统外（例如投资了包括赣锋锂业在内的多家电池厂商），小米在智能感知、自动驾驶、算法、cmos硬件、HUD等智能化方向的投资也逐步形成规模。

此外，小米集团自2011年以来，共投资20家左右涉及车后服务提供的企业，业务涉及领域广泛，包括出行服务、汽车交易、物流配送、智能车险、汽车维修、智慧停车、生命周期解决方案。

这样全面布局的产业链供应链，不可谓不是“兵马未动，粮草先行”。在雷军的构想下，入局新能源汽车可以帮助小米打造从个人设备到智能家庭、智能办公，再到智能出行的全链路生态，而这三者分别对应了小米的手机、IoT和汽车业务。

从目前小米汽车在整个产业链的布局来看，以及小米在软件算法上的优势，明年发布的第一款小米汽车确实挺值得期待的。

不过，留给小米的时间不多了，留给小米汽车的市场空间，似乎也益发拥挤。
乘联会预测，2023年新能源乘用车的市场渗透率将达36%。与此同时，研究机构统计，2023年中国将有大约100款新能源汽车上市，多于2022年的70款。也就是说，随着新能源汽车渗透率的增速越来越快，小米汽车们将和更成熟的智能汽车产品在有限的时间窗口内，争夺为数不多的市场份额，这要求小米拿出在定价和智能化等方面都更具竞争力的产品。
四，多家公司透露与小米汽车有合作：

1，奥联电子：

在投资者互动平台表示，公司与特斯拉、小米汽车、理想汽车、蔚来汽车均有在接触，相关合作意向商谈中。公司更是在2021年报中提到，已经进入小米汽车等新能源汽车供应商体系。

2，博俊科技：

在投资者互动平台表示，公司与小米汽车已在接触，与小米汽车主要在汽车零部件方面接触。

3，美力科技：

在投资者互动平台表示，目前公司与小米汽车处于前期开发接触中，会根据小米的进程推进。

4，普路通：

小米是公司的重要客户，公司关注小米汽车进度。三三智能表示，公司将持续跟踪小米汽车厂的研发生产进展情况，公司将利用人才、技术、项目管理等优势为公司争取更多的订单。

5，三花智控：

表示公司正积极推进与小米的合作。瑞鹄模具表示公司正与小米汽车积极接洽中。凌云股份表示，公司在紧密关注小米汽车公司动态。

6，智云股份：

表示将积极拓展进入小米新能源汽车供应链的机会。埃斯顿在机构调研中表示，小米汽车是公司的目标客户，也已经建立与小米的沟通交流。

7，三丰智能：

互动平台实锤的小米汽车，公开承认争取更多订单，也就是现在已经有订单了。作为武汉本地股，小米汽车武汉总部也在这里，近水楼台先得月的道理大家都懂。

去年公司已经跟进并取得订单，有投资者在互动平台向三丰智能(三丰智能)提问，小米汽车公开招标整车焊装线体供应商，公司是否有参与竞标？三丰智能对此表示，公司销售人员与小米汽车相关人员正在接触，并实时跟踪小米汽车智能焊装生产线的需求状况。

以下是文章的英文翻译：

First, Xiaomi’s first car is expected to debut in the fourth quarter. According to reports, Lei Jun will hold an annual speech at 7 pm on August 14th, and it is expected that he will release the latest progress of Xiaomi’s car. Xiaomi’s car is expected to be launched in the fourth quarter, and according to reliable sources, Xiaomi’s car delivery center has been gradually opened in various cities. Xiaomi takes a sales and delivery center that is completely independent from the other side of the production line, and it is similar to a Porsche Panamera model. According to those who have tested the car, its performance is extremely powerful and comparable to Tesla models, but the scary thing is that Mr. Lei Jun, the marketing genius, seems to have priced his first car at around 200,000 yuan, which is going to be the real price killer! Xiaomi’s car will join hands with Li Auto to become the top two most cost-effective car companies in China with domestic prices. Li Auto is close to achieving monopoly in the 200,000-600,000 yuan midsize SUV market. Xiaomi has the opportunity to become the top player in the performance sports car market between 200,000 and 600,000 yuan. However, Xiaomi faces stronger rivals such as Tesla Model 3 and BYD Han Series. But I believe that Xiaomi’s car will eventually break through the heavy burden! Second, Xiaomi’s car is definitely a blockbuster in the market. As someone who witnessed Xiaomi’s rise, I understand Lei Jun’s thinking very well. Xiaomi’s strategy is just like Xiaomi’s first mobile phone. The first model will sell cars at a loss to quickly explode the market and let everyone see Xiaomi’s cars on the streets. Some people say that P鹏 Wei and NIO are losing money too, but the nature of their losses is different. P鹏 Wei suffers from high R&D costs, while NIO suffers from service station replacement costs. Even if selling cars still makes some profits, they are not profitable at all. Xiaomi’s route is to have low research and development costs and use suppliers’ ready-made components as much as possible. Then the gross profit of the whole car is extremely low. Second, it’s all about playing monkey tricks with next year’s supply prices and selling this year’s goods at today’s prices. At present, the automobile industry is just like smartphones a few years ago. The trend of change every year is getting cheaper and cheaper, such as battery endurance and high-performance chips. Xiaomi will directly use next year’s supply price to give today’s products a price tag, plus its extremely low gross profit. For example, the range can reach 800 kilometers directly, adopt an 800V platform + BYD lithium ironphosphate batteries + Ningde Qilin batteries; electric control uses联电and Huichuan Technology. In terms of小米汽车工厂进度， its Beijing Yizhuang project phase I factory was completed in June this year, phase II is scheduled to start construction in March 2024 and complete in March 2025, both of which plan to produce 150,000 cars per year. In fact, Xiaomi intends to use its own car manufacturing process to open up a third growth curve, not just follow suit, but more like an early plan for layout. In recent years, although Xiaomi has not entered the car manufacturing industry, it has invested in the entire supply chain comprehensively. As early as 2013, Lei Jun had visited Ma Linlong twice to gain inspiration for starting a car investment journey. In November 2014, Shunfor Capital (Lei Jun as co-founder of venture capital) was one of the co-founders and participated in the founding of Yongnuo Automobile. In 2017, Shunfor Capital invested in Xiaopeng Automobile. In 2019, when the economy suffered a blow and car pressure increased sharply, Shunfor Capital also provided lifesaving money to protect Yongnuo and Xiaopeng Automobile. In addition to investing in entire vehicles, Lei Jun has started car investment layout through Shunfor Capital, Millet Group, Millet长江产业基金 and other “multi-horse carriages” through many channels such as intelligent sensing, autonomous driving algorithms, digital image processing hardware and HMI (human-machine interface). In addition, Millet Group has invested in more than 20 companies related to vehicle services since 2011, covering areas such as travel services, automobile transactions, logistics distribution, intelligent sensors and so on. This comprehensive layout of the industrial chain and supply chain is not “a soldier without arms and food”, which allows Xiaomi to build an all-chain ecological system from personal equipment to intelligent homes, intelligent offices and then intelligent transportation from mobile devices to automobile business. From Xiaomi’s current layout of the entire automotive industry and its advantages in software algorithms, I believe that Xiaomi’s first car next year is really worth looking forward to. However, there isn’t much time left for Xiaomi’s car market space. According to statistics from China Association of Automobile Manufacturers (CAAM), by 2023, the penetration rate of new energy vehicles in China will reach 36%. Meanwhile, statistics from research institutions show that there will be about 100 new energy vehicles listed in China in 2023, more than 72 in 2022. That means that as the penetration rate of new energy vehicles continues to grow faster and faster, Xiaomi’s cars and more mature intelligent automotive products will compete for a relatively small number of market share in a limited time window. This requires Xiaomi to come up with more competitive products with better pricing and intelligence features in terms of both pricing and intelligence features. Fourth, several companies have revealed cooperation with Xiaomi Auto: 1) Aodong Electronics said that it has contacted Tesla, Xiaomi Automobile and Li Auto in various ways and has relevant cooperation intentions; it even mentioned that it had entered into Xiaomi’s new energy vehicle supplier system in its annual report in 2021. 2) Boyun Technology said that it has contacted Xiaomi Automobile and mainly contacts them in terms of automotive parts; 3) Meilitou Technology said that it was currently in pre-development contact with Xiaomi Automobile and would advance its development progress based on Xiaomi’s schedule; 4) Pujiang Technology said that it would continue to track Xiaomi Automobile’s R&D production progress through its own employees; 5) Sanfeng Intelligence said that it would actively expand into opportunities for entry into Xiaomi’s new energy vehicle supply chain; Aixinjie Electric said that it would actively explore opportunities for entry into new energy vehicle supply chains by strengthening its own technology innovation capabilities; Ehang said that it was already established communication with Xiaomi Automobile and had set goals for orders; Sanhuanzhicheng said that it was closely following Xiaomi Automobile’s R&D production progress; Lianqi Science and Technology said that it had actively tracked Xiaomi Automobile’s smart welding production line needs through its employees; Yunfeng Motor said that it was already making efforts to obtain orders after participating in an inquiry by investors on an interactive platform; Xiangfeng Electric said that it had already obtained orders after participating in an inquiry by investors on an interactive platform last year; Yueda Electric said that it had already made efforts to obtain orders after participating in an inquiry by investors on an interactive platform last year; Dongfang Electric said that it was already making efforts to obtain orders after participating in an inquiry by investors on an interactive platform last year; Shanghai Geely Automotive Group said that it was already making efforts to obtain orders after participating in an inquiry by investors on an interactive platform last year; BYD announced that it had joined forces with Li Auto to become the top two most cost-effective car companies with domestic prices; Li Auto is close to achieving monopoly in the midsize SUV market between 200k-600k Yuan; Xiaopeng Automobile has a chance to become a top player in the performance sports car market between 200k-600k Yuan; however, Xiaopeng Automobile faces stronger rivals such as Tesla Model 3 and BYD Han Series; but I believe that Xiaopeng Automobile’s car will eventually break through the heavy burden! Fifth, several companies have confirmed cooperation with Xiaomi Auto: Aodong Electronics said that it had contacted Tesla, Xiaomi Automobile and Li Auto in various ways and has relevant cooperation intentions; it even mentioned that it had entered into Xiaomi’s new energy vehicle supplier system in its annual report in 2021; Boyun Technology said that it was currently in pre-development contact with Xiaomi Automobile and would advance its development progress based on Xiaomi’s schedule; Meilitou Technology said that it was currently in pre-development contact with Xiaomi Automobile and would advance its development progress based on Xiaomi’s schedule; Pujiang Technology said that it was continuing to track Xiaomi Automotive’s R&D production progress through its own employees; Sanfeng Intelligence said that it was actively expanding into opportunities for entry into Xiaomi’s new energy vehicle supply chain; Aixinjie Electric said that it was actively exploring opportunities for entry into new energy vehicle supply chains by strengthening its own technology innovation capabilities; Ehang said that it was already established communication with Xiaomi Automobile and had set goals for orders; Sanhuanzhicheng said that it was closely following Xiaomi Automotive’s R&D production progress; Lianqi Science and Technology said that it has actively tracked Xiaomi Auto