虎嗅·商业有味道

雷军开始崩老头

September 11, 2026·10 min
Episode Description from the Publisher

增程车销量正在下降,理想转向纯电,其他玩家也在寻找退路,小米却带着三款增程SUV高调入场。雷军真正押注的,或许不是增程市场重新增长,而是一群愿意为“全家不折腾”买单的中年家庭用户。即使市场份额继续缩小,只要蛋糕仍然足够大,小米就有机会从中切下一块。本期你将听到:增程车的“黄金时代”为什么正在结束?小米为什么选择在市场下跌时逆势入场?“崩老头”背后,是怎样一套家庭消费逻辑?大电池、长续航和低价格,能否帮助小米打开新市场?雷军押注的究竟是技术路线,还是一个仍然足够大的消费缝隙?节目信息:【主播】:粥粥【后期】:粥粥【原文】:虎嗅汽车组【作者】:杨杰

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