The "ultimate rumor" is coming: it is impossible to disclose the price of Xiaomi Automobile before its official release.

  Future Network, Beijing, January 5 (Reporter Zhang Bingqing) Xiaomi makes cars, and the storm continues. On January 5th, Wang Hua, general manager of the public relations department of Xiaomi Group, issued a document saying that in the past two days, the price P chart of Xiaomi Automobile was clarified three times. Today, there is an "ultimate rumor": until the end of the official Xiaomi Automobile product launch conference, all the information and posters with the version and price of Xiaomi Automobile are false. Wang Hua said that Xiaomi Auto can’t have a price and policy before it is officially released. Don’t believe the so-called insider rumors. No one knows the real price or even the official release time, because everything has not yet been determined.

On January 5, Wang Hua, general manager of Xiaomi Group’s public relations department, issued a screenshot of Weibo.

  Xiaomi builds a car and clarifies the flying of Wenfa.

  Xiaomi builds a car "yet we called and urged a thousand times before she started toward us", which has caused a heated discussion among netizens. Along with it, there are all kinds of "interpretations" that are constantly coming out, and Xiaomi Group is rushing to clarify.

  This time, the spokesman of Xiaomi Company issued a document to clarify, mainly aimed at the layout and price of Xiaomi automobile industry chain.

Micro-screenshot of Xiaomi company spokesperson

  On the afternoon of January 2, Xiaomi Company spokesperson Guan Wei issued a document clarifying that "we recently paid attention to a picture about Xiaomi’s automobile industry chain. After verification, at least 50% of the contents were completely wrong. We are deeply puzzled by this flawed information summary and its misleading to the public and investors. I hereby clarify. " Lei Jun, chairman and CEO of Xiaomi Company, also forwarded the statement, saying, "There are many rumors and black manuscripts about Xiaomi Automobile, and we will clarify them in time."

Xiaomi Chairman and CEO Lei Jun Weibo screenshot

  Previously, the "Xiaomi Automobile Information Disclosure Incident" also caused heated discussion. On December 19, 2023, Xiaomi Group issued a statement saying that recently, malicious leaks and false rumors about Xiaomi Automobile appeared in batches on the Internet. It was verified by the Group that in November and December, 2023, three former employees of Xiaomi Automobile Department participated in the so-called "Xiaomi Automobile Seminar" organized by external brokers and investment institutions without permission for the purpose of collecting "consulting fees", and fabricated and disseminated a lot of false information, which seriously misled the market and disrupted the normal business development of Xiaomi Automobile.

  According to Xiaomi Group, the above three employees, namely Yu Moumou (former employee of electronic control system and software team), Shi Mou (former employee of stamping and casting process team) and Zhang Mou (former employee of mass production quality team), have seriously violated the Code of Conduct for Xiaomi Group employees and the confidentiality obligations stipulated by the company. Xiaomi Group has dismissed them and never hired them, and has been investigated for legal responsibility according to law. At the same time, Xiaomi Group reserves the right to pursue legal responsibility for brokers and investment institutions that organize related activities.

  On December 20, 2023, the involved media parties ZAKER and Xiaobai both issued an apology statement when they bought a car. ZAKER said that the employees involved were dismissed and never hired. Xiaobai bought a car and said that he would dismiss the employees involved and never hire them.

  Soon after, Xiaomi reported that 14 members of the chip company were arrested for infringement. On the evening of December 24th last year, Xiaomi issued a clarification statement through the official Weibo, saying that a large number of rumors and false reports about a chip company related to Xiaomi were circulated on the Internet. For these irresponsible and completely inaccurate information, Xiaomi has completed the evidence collection and reported it to the relevant departments.

  In the statement, Xiaomi clarified the relationship between its subsidiary Hanxing Venture Capital Co., Ltd. (hereinafter referred to as "Hanxing Venture") and a chip company of Netcom. Xiaomi said that Hanxing Venture participated in the financing of a chip company in 2022, which was a normal financial investment behavior.

  Xiaomi said that he is one of the many shareholders of the chip company, and has participated in several rounds of financing of the chip company, as well as more than 20 financial investment institutions. Xiaomi is neither the earliest investor, nor the largest investor, nor the investor who plays a leading role in several rounds of financing. At the same time, Xiaomi does not participate in the direct management and operation of the chip company, and does not have any intellectual property rights or technical cooperation with the company.

  Mobile phone manufacturers run into the market and build new forces to iterate.

  From "Wei Xiaoli" to "Hua Xiaomei", in the beginning of 2024, the new force of car-making seems to be giving way to mobile phone manufacturers actively entering the car-making industry. Huawei, Meizu, Xiaomi, VIVO, etc. all extend their business to the automotive field through various forms.

  It is completely different from Xiaomi’s model of building a car with heavy assets. Huawei does not build a car in person, but cooperates with car companies through different business models. At present, Huawei has three cooperation modes in automobile business, one is spare parts supply mode, the other is Huawei HI mode, and the other is intelligent car selection mode (now "HarmonyOS Zhixing"). At present, Huawei HarmonyOS Zhixing has four partners, namely Cyrus, Chery Automobile, Beiqi Blue Valley and Jianghuai Automobile.

  In December last year, Shen Ziyu, Chairman and CEO of Xingji Meizu Group, announced at the 2023 Meizu Autumn Unbounded Ecological Conference that the DreamCar Co-creation Plan would be launched in the first quarter of 2024 to create an exclusive MEIZU DreamCar MX for charm friends.

  At the press conference on December 28th, 2023, Xiaomi’s first car, SU7, ran into the arena, and it has been 1003 days since Xiaomi announced the construction of the car. At the beginning of the press conference, Lei Jun indicated that Xiaomi’s goal is to build a dreamcar comparable to Porsche and Tesla.

  Counting the industrial chain layout of Xiaomi’s car, as it said at the recent new car conference, the five self-developed technologies involve key areas of automobiles such as electric drive, battery, large die casting, intelligent driving and intelligent cockpit. They are Xiaomi Supercomputer, Xiaomi self-developed CTB integrated battery technology, Xiaomi super die-casting Xiaomi HyperEngine, Xiaomi full-stack self-developed intelligent driving technology Xiaomi Pilot and Xiaomi smart cockpit Xiaomi Smart Cabin.

  In the upstream of the industrial chain, the business scope of Xiaomi investment enterprises focuses on intelligence and electrification, including car-gauge chips, lidar, intelligent driving software solutions, drive-by-wire actuators, power batteries and battery raw materials, and precision transmission gears.

  Mobile phone manufacturers that have accumulated many advantages in the fields of AI, big data and cloud computing for a long time have entered the market, and more are from the ecological force.

  IDC Consulting pointed out in "Top Ten Insights of Smartphone Market in China in 2024" that smart phones and new energy vehicles will accelerate their integration and form a perfect ecological interconnection.

  For example, after the merger of Meizu and Xingji Times, Flyme Auto, which is specially adapted to the car system, was launched, and it was carried on the Lexus 08-the sales volume exceeded 12,000 units in 54 days. It is said that the newly released FlymeLink will also be installed on Lectra 06EM-P and Lectra 09.

  As for Huawei, at the end of 2021, the first model equipped with Huawei HarmonyOS OS was released, and then Huawei HarmonyOS OS was equipped with several models, such as Alpha Shih Edition, M7 and Aouita 11. Thanks to the HarmonyOS system, this new brand, Wen Jie, has sold more than 76,000 vehicles in less than one year.

  At present, Huawei’s HarmonyOS OS has been iterated to version 4.0, and Zhijie S7 has become the first vehicle. Aouita 12 and Wenjie M9 are all equipped with Huawei’s HarmonyOS OS 4.0. According to the official introduction, HarmonyOS OS 4.0 introduces the multi-person and multi-device interconnection experience into the intelligent cockpit.

  The official of Xiaomi Automobile once said that in terms of ecological application, Xiaomi 澎湃 OS has got on the bus, and the interactive experience of the system is consistent with that of the mobile phone. The application of Xiaomi tablet can get on the bus seamlessly, supporting the seamless flow of application use.

  However, the expected response of the secondary market to Xiaomi Automobile seems to be unsatisfactory. The day after the press conference, on December 29, 2023, Xiaomi’s share price on the Hong Kong Stock Exchange fell by 4%.

  Not long ago, Lei Jun said in a CCTV program that Xiaomi invested ten times more personnel and money in building cars than other car companies, and he was determined to build cars with "determination to win". However, I am worried about Xiaomi car. "I am afraid that if it doesn’t catch fire, everyone will not buy it; I am afraid that it will be too hot. Everyone will buy it. If you have to wait for a year or two, you will definitely be miserable, all kinds of anxiety. "

  Xiaomi Sword refers to how Tesla and Porsche’s dreamcar will stir up the new energy vehicle market, which needs to be paid more attention.

The central government reiterated that "housing is not speculation" releases an important signal! How to go to the property market in the future?

  CCTV News:On April 19th, the Political Bureau of the Central Committee held a meeting to analyze and study the current economic situation and deploy the current economic work. The meeting once again mentioned housing, not speculation, and making policy for the city.

  At this time, the property market is picking up obviously in the first quarter, and the investment in real estate development is accelerating; The introduction of new policies for talents in many places has been linked to the property market policy; There are even some "deregulation" arguments in the market. Reiterating that "housing is not speculation", what signal is released? How does the central government adjust the current market? How will the property market go next?

  How big is the impact of selling a house at half price?

  News link: Hohhot’s "big move" for talents to live in peace

  The "Implementation Measures for Housing Project for University Graduates in Hohhot (Pilot Project)" issued recently clarifies that graduates with ordinary full-time bachelor degree or above (previous 3 years or less) who are employed or start their own businesses within the pilot scope can apply for the housing policy.

  The most concerned point is that "the average selling price of college graduates’ houses is determined according to 50% of the market price in the region where the project is located. If mortgage or provident fund loans are taken, the minimum down payment ratio can be paid by 20%".

  Liu Weimin: Really attracting talents depends on urban development opportunities.

  Liu Weimin, a researcher at the State Council Development Research Center: Of course, the policy introduced in Hohhot is to attract talents, but attracting talents is not just from the perspective of housing.

  Many young people go to the north, Guangzhou and Shenzhen, where housing prices are higher. Why are they still willing to work hard? Because there are industries and more development opportunities. Of course, there are many preconditions for the New Deal in Hohhot itself. Recently, many places have started to design talent introduction policies from the perspective of housing projects, but the eligible targets are still relatively limited, and the impact on the local real estate market is also relatively limited.

  Crown: It’s becoming more common to keep people with houses, and people are more expensive than buildings.

  Wang Guan, financial commentator of Yangguang: If I give a definition to the new policy of Hohhot, my key word is not the property market, but the city.

  Since 2019, more than 50 cities have introduced corresponding talent introduction and preferential housing subsidies, and all localities are competing for traffic. As the capital of the autonomous region, Hohhot is not superior to other provincial capitals and cities at the capital level of the autonomous region, but it cannot lag behind.

  Therefore, people are more expensive than buildings, and it is common to keep people in houses. With high-quality young people, urban development will be more virtuous. I don’t think this is for the sake of destocking in the property market, as some outside interpretations say.

  How to get to the property market without speculating in housing?

  News link: real estate data in the first quarter

  A series of economic data released recently show that in March, housing prices in 70 large and medium-sized cities rose, the number of cities increased, and the price of second-hand houses rose in an all-round way; At the same time, the growth rate of real estate development investment reached a new high from January to March.

  Liu Weimin: The property market will not fluctuate greatly due to the city’s policy.

  Liu Weimin, a researcher at the State Council Development Research Center: The overall policy of destocking has achieved remarkable results in the past few years. In the last three years, the national inventory level is relatively at a historical low.

  Therefore, developers also have the motivation to increase the push and investment; Second, the whole real estate investment, from the sales point of view, is still falling year-on-year, and the whole is still in a narrow fluctuation space. In the future, under the policy of the city, the overall real estate and property market will not fluctuate greatly.

  Wang Guan: if you live in a house and don’t speculate, reiterate the signal of releasing stable expectations.

  Wang Guan, a commentator of Yangguang Finance and Economics, reiterated that "staying in the house and not speculating" not only released the signal of stable expectations, but also actually released a more optimistic attitude.

  For example, the Politburo meeting stated that the main indicators were in a reasonable range, and the market confidence was significantly improved. There is also a key word that the conversion of old and new kinetic energy is accelerated.

  If the house price rises sharply, will it be affected if the hard-won new and old kinetic energy is accelerated? Even turn around? Judging from the central chess game and the high-quality development of China’s economy, real estate is definitely not the first shot, and certainly it cannot be delayed.

  Preventing ups and downs, because of the city’s policy, one city and one policy, may be more in line with the overall macro tone and overall positioning.

  Liu Weimin: Adhere to the tone of regulation and speed up the introduction of a long-term mechanism

  Liu Weimin, a researcher at the State Council Development Research Center: In March, there were signs that house prices in some cities and regions were on the hot side, so it is the basic attitude to insist on regulation and control.

  A very important point in the long-term mechanism is to further improve the supply system. On the one hand, strengthening affordable housing cannot be shaken.

  On the other hand, it is necessary to give more support to the citizens who buy the first set of small and medium-sized self-occupied apartments, fully develop the rental market in big cities, meet the staged housing needs of citizens through institutional investors and government public rental housing, and promote the formation of a gradient consumption concept.

  For second-and third-tier cities, we should grasp the balance between supply and demand in rapid urbanization, and increase land supply in areas with tight supply and demand.

  Wang Guan: The household registration system gradually weakens the value of the property market and returns to the essence of living.

  Wang Guan, commentator of Yangguang Finance and Economics: In early April, the National Development and Reform Commission issued a document to clarify that the permanent population of the urban area is 1 million — 3 million cities should completely cancel the settlement restrictions; 3 million — 5 million cities should fully liberalize and relax the conditions for settlement, and completely cancel the restrictions on the settlement of key groups.

  At least two points can be seen behind this. First, the liberalization of talent migration and the far-reaching equalization of public services behind it; On the other hand, when buying a house in different cities, the price may depend more and more on its living quality. This part that was previously attached to the household registration system but reflected in the price may be removed.