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雷軍:電動車行業競爭殘酷 小米-W(01810.HK)欲成功唯一途徑須成為全球首五大品牌之一
阿思達克 10-20 10:18
小米-W(01810.HK)創始人雷軍於社交網站撰文指出,小米於進入電動車市場之前,對行業進行了深入研究並獲得深刻見解。與汽油車相比,電動車的製造門檻大幅降低,電池成本於過去十年亦下降80%,估計未來至少還有50%的降低成本空間。 因此,他認為電動車是一種以智能化、軟件化和用戶體驗為核心的消費電子形式。汽車業的本質將由機械發展至消費電子,意味著市場份額高度集中於龍頭企業之中。他相信,當電動車行業成熟時,全球首五大品牌的市場份額將佔超過80%。而行業競爭殘酷,小米欲成功的唯一途徑就是成為首五大品牌之一,每年出貨量要達至1,000萬輛。 小米現報8.73元,跌2.3%,成交1,910萬股,涉資1.66億元。
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