Xiaomi official announced that all Lei Jun in "gambling" will win this time?

随着公告和雷军的回复，小米的车终于落地了。小米集团计划成立全资子公司，以雷军为首，发展智能电动车业务。预计未来10年将投资100亿美元。

With the announcement and Lei Jun's reply, Xiaomi's car finally landed. Xiaomi group plans to set up a wholly-owned subsidiary, led by Lei Jun, to develop intelligent electric vehicle business. It is estimated that it will invest 10 billion US dollars in the next 10 years.

近二十年来，雷军经历了从程序员到管理者、从企业家到投资者、从互联网产业到硬件产业三大转变。如今，年过50的雷军选择了重新开始，投身于智能汽车领域。无独有偶，就在同一天，张一鸣在一次内部讲话中说："随便，全在的公司出了大问题"，雷军如果说得太多，会不会挨打？小米在制造汽车方面将面临哪些挑战？

Over the past two decades, Lei Jun has experienced three major changes: from programmer to manager, from entrepreneur to investor, and from Internet industry to hardware industry. Now, Lei Jun, who is over 50 years old, has chosen to start again and devote himself to the field of intelligent vehicles. Coincidentally, on the same day, Zhang Yiming said in an internal speech, "casually, all in's company has a big problem." Will Lei Jun be beaten in the face if he talks too much? What challenges will Xiaomi face in making cars?

造一辆名气十足的车

Build a car with all your reputation

3月30日下午，小米集团披露，公司董事会正式批复了智能电动车业务项目，并计划成立由雷军牵头的全资子公司，负责智能电动车业务。初期投资100亿元，预计未来10年投资100亿美元。

On the afternoon of March 30, Xiaomi group disclosed that the board of directors of the company officially approved the project of intelligent electric vehicle business, and planned to establish a wholly-owned subsidiary, led by Lei Jun, to be responsible for the intelligent electric vehicle business. The initial investment is 10 billion yuan, and it is expected to invest 10 billion US dollars in the next 10 years.

（小米集团公告截图）

(screenshot of Xiaomi group announcement)

在当晚小米的春季新闻发布会上，雷军再次证实了这一点，并表达了自己造车的决心。"这将是我生命中最后一个重大项目。我愿意把自己一生积累的成就和声誉都押在为小米奋斗上"，话音一落，全场掌声一片。

At Xiaomi's spring press conference that night, Lei Jun confirmed it again and expressed his determination to build a car. "This will be the last major project in my life. I am willing to bet all my accumulated achievements and reputation in my life to fight for Xiaomi." As soon as the voice came down, the audience applauded.

关于小米生产汽车的传闻由来已久，但都没有得到证实。在此之前，小米集团办公厅副主任徐洁云曾两度澄清造车传闻，"只要把握一个原则：凡是说小米要造车的都是假新闻"，随着传闻的愈演愈烈，造假逐渐成为事实。

Rumors about millet making cars have a long history, but none of them has been confirmed. Before that, Xu Jieyun, deputy director of the general office of Xiaomi group, had twice clarified the rumor of car making, "just grasp one principle: anyone who says Xiaomi wants to build a car is false news." As the rumors become more and more intense, fake has gradually become a fact.

雷军坦言，这期间他经历了非常复杂的心理拉锯战。

Lei Jun said frankly that he experienced a very complicated psychological tug of war during this period.

据雷军介绍，他一直对电动车非常乐观。2013年，他两次拜访特斯拉创始人埃隆·马斯克。在过去的七八年里，他在电动车行业投资了近10家公司。"汽车制造是一个非常时髦的话题，但高管们已经讨论过好几次了。主题是如何真正了解手机业务，专注于核心业务而不受任何干扰。"

According to Lei Jun, he has always been very optimistic about electric vehicles. In 2013, he visited Elon Musk, the founder of Tesla, twice. In the past seven or eight years, he has invested in nearly 10 companies in the electric vehicle industry. "Car building is a very fashionable topic, but executives have discussed it several times. The theme is how to really understand the mobile phone business and focus on the core business without any distractions."

直到今年1月15日，小米董事会才建议小米高管研究电动车的前景。

Until January 15 this year, Xiaomi's board suggested that Xiaomi executives study the prospect of electric vehicles.

雷军说："一开始，我的心很抗拒。"我们花了五年时间才把手机业务发展到今天，并成为世界第三大手机业务。手机大战尚未结束。造车会让人分心吗？"

"At the beginning, my heart was very resistant," Lei Jun said. "It took us five years to make the mobile phone business today and become the third largest in the world. The battle of mobile phone has not been finished yet. Will car making be a distraction?"

不管雷军多么不情愿，"1月15日，我们开始认真调查。"

No matter how reluctant Lei Jun is, "on January 15, we began to seriously investigate."

这期间，雷军听到了很多人的意见。一大群朋友极力劝他造一辆车，但他会想：你觉得小米为什么能造一辆车？答案也很简单："小米既懂硬件又懂互联网，为什么不造辆车呢？"同事们都在造汽车。如果你不建造它们，你会过时吗？"手机和汽车会是一回事吗？"

During this period, Lei Jun heard a lot of people's opinions. A large group of friends tried their best to persuade him to build a car, but he would wonder: why do you think Xiaomi can build a car? The answer is also very simple: "Xiaomi knows both hardware and Internet, why not build a car?" "Colleagues are all building cars. Will you be out of date if you don't build them?" "Will mobile phones and cars be the same thing?"

不过，雷军也听到了反对的声音，"汽车工业非常复杂，投资巨大。做得不好容易翻车。""我不认为你是外行。""别人的电动车已经用了五六年了。你现在才刚刚开始。是不是有点晚了？"

However, Lei Jun has also heard voices of opposition, "the automobile industry is very complex, with huge investment. It is easy to turn over if it is not done well." "I don't think you're a layman." "Other people's electric cars have been working for five or six years. You're only starting now. Isn't it a little late?"

做不做？"这个决定对我来说太重要了。雷军坦言："我觉得白天做有100个理由，晚上不做有100个理由。

Do it or not? "This decision is too important for me. I think there are 100 reasons to do it in the daytime and 100 reasons not to do it in the evening." Lei Jun said frankly.

在过去的75天里，小米管理层在行业内进行了85次参观交流，与200多名汽车行业资深人士进行了深入沟通，4次内部管理研讨会和2次正式董事会，并最终宣布小米正式进入智能电动车行业。

Over the past 75 days, the management of Xiaomi has gone through 85 visits and communication in the industry, in-depth communication with more than 200 senior people in the automotive industry, four internal management seminars and two formal boards of directors, and finally announced that Xiaomi has officially entered the intelligent electric vehicle industry.

"从我做决定的那一刻起，我就不再在乎压力了。雷军说："我只关心小米有没有能力为米粉做一辆动车。"。

"From the moment I make a decision, I don't care about the pressure any more. I only care about whether Xiaomi has the ability to make a touching car for rice noodles." Lei Jun said.

千亿基金仍面临挑战

100 billion fund still faces challenges

对于电动车行业来说，小米是一个没有任何经验的新兵。雷军本人也意识到汽车行业的风险。"数百亿的投资至少需要3到5年才能见效。"

For the electric vehicle industry, Xiaomi is a new recruit without any experience. Lei Jun himself is also aware of the risks of the auto industry. "It takes at least three to five years for an investment of tens of billions to be effective."

不过，在他看来，今天的小米并不是十年前只有"三五个人，七八把枪"的小米，而是积累了一点，"值得我们做很多"。发布会上，雷军大方展示了小米的实力。

However, in his view, today's Xiaomi is not Xiaomi who only had "three or five people, seven or eight guns" ten years ago, but has accumulated a little, "it's worth our doing a lot.". At the press conference, Lei Jun showed the strength of Xiaomi generously.

"我们有什么？我们有钱，有1万多人的研发团队，有一支优秀的工程师队伍，有世界前三大手机企业，有世界上最好的智能生态。"雷军说，同时，他公布了小米集团2020年底的现金余额：1080亿元。

"What do we have? We have money, a research and development team of more than 10000 people, a team of excellent engineers, the top three mobile phone businesses in the world and the best intelligent ecology in the world. " Lei Jun said that at the same time, he announced the cash balance of Xiaomi group at the end of 2020: 108 billion yuan.

在此之前，3月24日，小米集团披露了2020年财务报告。财报显示，去年小米实现营业收入2458.66亿元，同比增长19.4%；调整后净利润130.06亿元，同比增长12.8%。

Before that, on March 24, Xiaomi group disclosed its financial report for 2020. According to the financial report, last year, Xiaomi achieved an operating revenue of 245.866 billion yuan, up 19.4% year on year; its adjusted net profit was 13.006 billion yuan, up 12.8% year on year.

根据企业调查数据，截至2021年3月29日，小米科技有限公司拥有有效专利6758项，其中专利名称和专利摘要为"发动机、导航、汽车、驾驶、雷达、驾驶"的专利211项。

According to the enterprise survey data, as of March 29, 2021, Xiaomi Technology Co., Ltd. had 6758 valid patents, including 211 patents with patent name and patent abstract including "engine, navigation, car, driving, radar and driving".

中国汽车流通协会新能源汽车分会副秘书长曾丕泉在接受《中国新闻周刊》采访时表示，小米在汽车制造方面有优势，也有困难。

Zeng Piquan, Deputy Secretary General of new energy vehicles branch of China Automobile Circulation Association, told China Newsweek that Xiaomi has advantages and difficulties in making cars.

在他看来，Xiaomi的现金流很强，在建车方面没有资金问题；此外，Xiaomi在人才储备方面也有一定的基础，Xiaomi有很强的创新能力。雷军以前投资过小鹏和威莱。纵观近年来小鹏、威来的成长发展，雷军信心十足。此外，小米作为互联网技术公司的定位与特斯拉的定位相吻合，这进一步坚定了他对造车的信念。"曾丕权说。

In his opinion, Xiaomi has a strong cash flow, and there is no problem in terms of capital when building cars; in addition, Xiaomi also has a foundation in terms of talent reserves; and Xiaomi has a strong innovation ability. "Lei Jun invested in Xiaopeng and Weilai before. Looking at the growth and development of Xiaopeng and Weilai in recent years, Lei Jun has confidence. In addition, Xiaomi's positioning as an Internet technology company matches Tesla's positioning, which further strengthens his belief in car building. " Zeng PI Quan said.

车联秘书长崔东树在接受本刊采访时表示，小米在产业链和资金方面都有优势。同时，小米在汽车制造方面投资了很多新的有实力的企业，"所以如果你知道别人是怎么制造汽车的，你自己就可以制造出相对好的汽车。"

Cui Dongshu, Secretary General of the Federation of riders, told the magazine that Xiaomi has advantages in the industrial chain and capital. At the same time, Xiaomi has invested in a lot of new powerful enterprises in car making, "so if you know how other people make cars, you can make relatively good cars yourself."

值得一提的是，即使账面上有千亿资金，能否支撑小米的"汽车梦"？众所周知，汽车制造是非常昂贵的。贾跃亭的ff91之所以四年来缺钱，从亿万人的期盼到"艰难的劳动"。而威来也因为在2016年至2020年的5年间亏损超过300亿元而成为新车制造力量的亏损王。

It is worth mentioning that even if there are hundreds of billions of funds on the book, can it support Xiaomi's "car dream"? As we all know, car making is very expensive. The reason for Jia Yueting's ff91 has been lack of money for four years, from the expectation of millions of people to the "difficult labor". And Weilai has also become the loss king of new car making forces because it has lost more than 30 billion yuan in the five years from 2016 to 2020.

另一方面，曾培权指出，人才匹配、结构和专业性是小米造车的最大难点。

On the other hand, Zeng Piquan pointed out that talent matching, structure and professionalism are the biggest difficulties for Xiaomi to build cars.

"从宏观上看，2030年以后，整个汽车行业'老大是老大，老二是老二'的市场格局已经基本稳定下来，在曾培权看来，小米要造车还需要一段时间。在这个过程中，小米能否快速匹配人才，快速组建好团队，在市场竞争中迅速占据一席之地，如何与老牌车企或合资企业竞争，是小米面临的最大难题。

"From a macro point of view, after 2030, the market pattern of the whole automobile industry that" the boss is the boss and the second is the second "has basically settled down." In Zeng Piquan's view, it will take some time for Xiaomi to make cars. In this process, whether Xiaomi can quickly match talents, quickly form a good team, quickly occupy a place in the market competition, and how to compete with old car companies or joint ventures are the most difficult problems for Xiaomi.

崔东树认为，虽然造车和造手机的概念基本相同，但与造手机相比，造车的过程更复杂，对安全性要求更高。

Cui Dongshu believes that although building a car and a mobile phone are basically the same concept, compared with building a mobile phone, the process of building a car is more complex and requires higher safety.

"小米造一辆车肯定不容易，"曾庆红说，但必须要做，别无选择全球市场竞争激烈，各个领域的市场占有率都很高。要想分得一杯羹，不仅要看企业自身实力，还要看企业领导对未来和未来趋势的把握。"

"It's definitely not easy for Xiaomi to build a car," Zeng said, but it has to be done, and there is no choice. "The global market competition is fierce, and the market share of each field is just so much. To get a share, it depends not only on the enterprise's own strength, but also on the enterprise's leaders' grasp of the future and the future trend."

IDC《中国手机市场季度跟踪报告》显示，2020年，国内手机市场整体出货量约3.26亿部，同比下降11.2%，手机市场趋于饱和。相比之下，中国的汽车市场是巨大的，"超过5万亿，包括零部件，将翻一番，达到10万亿，"崔永元说。

According to IDC China's quarterly mobile phone market tracking report, in 2020, the overall domestic mobile phone market shipment is about 326 million units, a year-on-year decrease of 11.2%, and the mobile phone market tends to be saturated. In contrast, China's auto market is huge, "more than 5 trillion, including parts, will double to 10 trillion," Cui said.

汽车工业确实很大，但是赛道越来越拥挤。除了威来、小鹏、理想汽车等国内新汽车厂商外，奔驰、宝马、奥迪等豪华品牌也纷纷进入新能源汽车领域。上汽、比亚迪、丰田等传统汽车企业也开始发力。再加上特斯拉本土化的影响，行业竞争日趋白热化。

The auto industry is really big, but the track is getting more and more crowded. In addition to Weilai, Xiaopeng, ideal automobile and other new domestic automobile manufacturers, Mercedes Benz, BMW, Audi and other luxury brands have entered the field of new energy vehicles. Traditional automobile enterprises such as SAIC, BYD, Toyota have also begun to make efforts. Coupled with the impact of Tesla's localization, the industry competition is becoming increasingly white hot.

在时代潮流面前，小米将何去何从？

In front of the tide of the times, where will Xiaomi go?

在昨晚的新闻发布会上，雷军表示，他思考的重点是小米是否还有十年前那样的勇气、决心、体力和奉献精神。"显然，现在的答案是肯定的，"只要我们愿意等待，我们会尽最大努力不辜负大家的期望，尽快把小米带给大家。"

At last night's press conference, Lei Jun said that the key point of his thinking is whether Xiaomi still has the same courage, determination, physical strength and devotion as he did ten years ago. "Obviously, now the answer is yes." "As long as we are willing to wait, we will do our best to live up to our expectations and bring Xiaomi to you as soon as possible," he said

"年轻人的第一辆车"是否以及何时问世还有待观察。

It remains to be seen whether and when "the first car for young people" will come out.

Link：https://new.qq.com/omn/20210331/20210331A0BVYE00.html

update time：2021-04-01 10:48:31