Can the three advantages of Xiaomi Automobile be reproduced and exploded？ The latest list of 51 ＂Xiaomi Auto Concept Stocks＂ is exposed!
Source: Private placement network
December 25th happens to be the 1000th day when Xiaomi officially announced to build a car. Xiaomi officially announced that the first press conference of Xiaomi Automobile will be held on December 28th. The first press conference will focus on technology release and will not release products. The attention of Xiaomi Automobile can be described as "extreme preheating" under Lei Jun’s personal publicity.
Before that,, Tesla, Weilai, Tucki, Ideality, Huawei’s intellectual circle, intellectual circle, Aouita and many other new car-making forces compete for market share in this track. In particular, Huawei cooperated with car companies through Tier1 model, HI model and HarmonyOS Zhixing model to enter the track, creating a new M7 with "sales explosion" and detonating it.A group of "Huawei auto concept stocks" led by.
In such a fierce competition in the new energy car track, what makes Xiaomi Auto a pioneer??According to Guo Ming, an analyst of Tianfeng International Securities, the key selling points of Xiaomi Automobile are automatic driving, software ecology, 800V fast charging and power configuration. Among them, the software ecology and its subordinate supply chain manufacturers have outstanding highlights.
Besides,Xiaomi Group has tens of thousands of rooms all over the country."Xiaomi House" is the "killer" of Xiaomi Automobile’s future marketing channel. If Xiaomi House is used to drain automobiles in the future, the Xiaomi automobile industry chain will continue to benefit indirectly.At the end of the article, the author’s latest finishing is attached.51List of "Xiaomi Auto Concept Stocks"!
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How to copy Xiaomi car"Explosive"? Ecological chain, channel chain and supply chain "three cards"!
The first is the ecological chain. On October 26, 2023, Xiaomi officially released a new self-developed operating system-澎湃 OS, and announced that Xiaomi Group’s strategy will be upgraded from "mobile phone +AIoT" to "the whole ecology of people, cars and homes", marking a new chapter in Xiaomi’s intelligent interconnection ecology.
The construction of ecological chain Xiaomi has been exploring for many years, which is a major strategic layout of Xiaomi.
Figure: Xiaomi’s operating system and the strategic development of the group.
In 2010, the MIUI mobile operating system was released at the beginning of Xiaomi’s establishment. In 2016, the Mijia brand carried Xiaomi smart home products, and the ecological layout of Xiaomi’s IoT continued to improve. In 2017, a self-developed Vela OS was built, realizing the unification of IoT equipment systems. In 2019, Xiaomi began to develop the universal operating system Mina OS in parallel, and gradually formed the experience accumulation of Linux system from the kernel to the upper system. In 2021, Xiaomi started the research and development of the car OS system.
At the beginning of 2022, Xiaomi decided to unify the software architectures of MIUI, Vela OS, Mina OS and car OS, and completed the bottom merger of Xiaomi’s operating systems. Then, in November 2023, the 澎湃 OS for the whole ecology of people and cars was officially launched.
It can be said that the official launch of 澎湃 OS is a key step for Xiaomi to move towards the new strategy of "people, cars and homes are all ecological" and a key ecological chain puzzle of the strategy.
Why does Xiaomi’s ecological chain become a replica of Xiaomi’s car?One of the advantages of "Explosive" is that after years of development, Xiaomi has a huge user base, strong brand influence and high brand loyalty in the fields of smart phones, IoT devices and Internet services, laying a solid foundation for the transformation of potential customers of Xiaomi Automobile.
According to the announcement of Xiaomi Group, from 2021 to 2022, Xiaomi mobile phone ranked first among Android smartphone manufacturers in Chinese mainland market for two consecutive years, and 50.1% of users will continue to choose Xiaomi brand when changing their smartphones. Thanks to the high user stickiness, the scale of Xiaomi users has grown steadily.
By June 2023, the number of monthly active users of MIUI reached 606 million, up 10.8% year-on-year, among which the number of monthly active users of MIUI in Chinese mainland was 149 million, up 6.5% year-on-year. The current users of new forces such as friends Huawei and BYD are 700 million and 5.8 million.
Figure: Xiaomi has a strong user base compared with other car companies.
From the user portrait, the data shows that Xiaomi mobile phone is mainly used by 25-34 years old (accounting for 62.4%) and young men (accounting for 64.7%), and 57.5% of them are married. Xiaomi users are sticky, and they prefer the sense of science and technology and the ecology of Mijia, which is in line with the advantages of Xiaomi’s software and hardware. It is expected to effectively undertake the passenger flow of Xiaomi mobile phone by superimposing Xiaomi automobile with the ecological linkage of people, cars and homes.
Photo: Xiaomi brand user portrait (2018)
It can be seen that Xiaomi Automobile already has enough user base, and after the advantage of ecological chain,The "second card" also has a marketing chain, backed by tens of thousands of "millet houses" all over the country.By January 1, 2023, there were 12,000 "Millet Houses" in Xiaomi, covering 2,200 counties and cities, which could cover more than 80% of the county-level administrative regions in China.
according toAccording to statistics, Xiaomi still has 500 to 600 stores that can be used after removing the smaller stores that can’t display the exhibition cars, which has obvious advantages compared with Weilai, Tucki and the ideal 440, 411 and 400 stores. Follow-up reference to the expansion of Huawei HarmonyOS ZhixuanGuojin Securities expects Xiaomi to expand its coverage area by opening new stores, which may be achieved in the short term.More than 800 stores.
If Xiaomi adopts the direct mode and uses the existing Xiaomi House to expand the channel, it will be expected to be the second growth point for the continuous drainage of Xiaomi automobile sales.Therefore, from the perspective of marketing channels, Xiaomi Automobile has entered the first echelon of new power channels, and "debut is the peak".
Figure: Comparison of the number of Xiaomi channel stores
Looking back, the success of the "explosion" of the new M7 in the world is mainly due to Huawei’s wide audience and strong brand. Judging from the advantages of the above-mentioned Xiaomi automobile ecological chain and marketing chain, Xiaomi and Huawei have the same advantages in terms of user base and market popularity. If SU70% explodes, it may reappear the "M7 phenomenon".
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can"Big selling" should also be "big making", Xiaomi from parts to vehicle factory layout.
After talking about the ecological chain and marketing chain, the last card left is "supply chain".
As we know, the operation mode of the new car-making forces is mainly vehicle manufacturing and brand separation. There are ideals and Lifan, Tucki and Haima before, and then there are the intellectual and intellectual circles of Huawei and Cyrus, Chery, Weilai and Jianghuai, Baidu and Geely. In this mode of operation, the running-in between the traditional vehicle manufacturers and the new forces has put some pressure on the delivery.
According to the news of titanium media, in order to ensure the delivery of the world, the production machines in Sailis factory run continuously for 22 hours every day, and the remaining two hours are necessary for mechanical maintenance. In order to solve the problem of production capacity and supply, Cyrus set up a factory nearby, and directly put the three teams of supply chain, product and quality into the supply chain enterprises, thus improving the delivery capacity. According to the latest official caliber of the industry, the industry will complete the delivery of 23,000 vehicles in December and deliver more than 30,000 vehicles per month in 2024.
Isn’t the delivery situation that friends are facing now the problem that Xiaomi Automobile will face in the future? Especially in Xiaomi’s investment in automobiles for more than ten years, covering the actions of auto parts, complete vehicles and automobile aftermarket, the market has another look and expectation for the delivery capacity of Xiaomi automobile.
In the supply chain, Xiaomi Automobile has implemented a comprehensive layout strategy from parts to vehicle factories. The scale of Xiaomi’s investment in Tucki and Weilai is about $1-2 billion. Since 2017, Xiaomi has increased investment in companies in the field of auto parts and electronics, and has been developing new energy batteries and control systems., AVIC Lithium Battery, Ganfeng Lithium Battery, Honeycomb Energy and other enterprises made investments, mostly for war investment and A and B rounds.
Figure:2011-2022 Xiaomi’s investment in auto parts enterprises in the field of three electricity companies.
In terms of vehicle factory, Xiaomi Automobile Factory has two projects. The completed Yizhuang Phase I factory covers an area of about 720,000 square meters, with an annual production capacity of 150,000 vehicles and an average monthly production capacity of 12,500 vehicles. The second phase of the plant is planned to start in 2024 and be completed in 2025.
At the same time, Xiaomi widely recruits talents related to vehicle production and vehicle technology. For example, Xiaomi recruits production managers, workshop safety engineers and lean engineers in official website, and has more talent demand in stamping, die casting, die casting die, die casting machine processing, car body, painting, sheet metal and other vehicle production.
Figure: Vehicle manufacturing is asset-oriented.
So how much can the production capacity of Xiaomi Automobile Factory reach? According to the sales plan once expressed by Lei Jun, the first model of Xiaomi Automobile is planned to sell 100,000 vehicles in the first year and deliver 900,000 vehicles in the following three years.this meansFrom 2025 to 2027, Xiaomi Automobile needs to produce and sell at least 300,000 vehicles a year, with an average monthly production capacity of 25,000 vehicles.
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51 Xiaomi cars are the mostChain concept stocks are exposed!
Think,Initial flow of building a car+Ecology+Channel Collaboration is the advantage of Xiaomi Automobile.Product shaping ability has become the key in the middle and late stage.
As a consumer electronics leader with a strong traffic group, Xiaomi Automobile has a potential user base, plus Xiaomi’s intelligent ecology and sales channels. After the official mass production in the first half of 2024, Xiaomi Automobile-related industrial chain companies are expected to usher in development opportunities.
Many domestic auto parts companies have cooperated with Xiaomi Automobile.Some parts companies have announced that they have obtained the fixed point of Xiaomi Automobile Project., such asAn air suspension system will be provide for Xiaomi automobile,Hua Yu San DianBecome a designated supplier of air conditioning compressor for Xiaomi automobile.
The following is compiled by the author according to the announcements of listed companies and questions and answers from investors.List of 51 latest Xiaomi automobile concept stocksFor readers’ reference, the cooperation progress between different A-share companies and Xiaomi Automobile is different, among whichThe invested Jiong Yi Electronics (Suzhou) Co., Ltd. has synchronous development business with Xiaomi Automobile in the field of online control products, and its share price has soared in the past three months.
