Core Viewpoint - REDMI has launched its annual flagship K90 series, featuring the K90 Pro Max and K90 models, which incorporate advanced technology for enhanced performance and user experience [1][2]. Product Features - The K90 Pro Max is equipped with the fifth-generation Snapdragon 8 Gen 2 processor and AI independent display chip D2, forming a "dual-core" system for superior performance [5][7]. - It features a full-focus imaging system with a 1/1.31-inch main camera and 5X optical periscope zoom, supporting 10x lossless zoom and over 20x AI super zoom [2][10]. - The device includes a 7560mAh battery with 100W wired and 50W wireless fast charging capabilities, enhancing user convenience [11]. Design and Build - The K90 Pro Max boasts an aviation-grade aluminum frame and a seamless cold-sculpted glass back, achieving a blend of technology and fashion [2]. - It supports IP68 dust and water resistance, ensuring durability [2]. Pricing - The K90 Pro Max is priced at 3999 yuan for the 12GB+256GB version, up to 5499 yuan for the champion version with 16GB+1TB [3]. - The K90 model starts at 2599 yuan for the 12GB+256GB version, reaching 3999 yuan for the 16GB+1TB version [3]. Collaboration and Special Editions - REDMI has partnered with Bose for audio technology, enhancing the acoustic experience of the K90 series [1]. - The K90 Pro Max champion edition is inspired by Lamborghini's SC63 hybrid race car, featuring a design that reflects Lamborghini's aesthetic [12][14]. Display Technology - The K90 series utilizes "Super Pixel" technology for lossless display and features a peak brightness of 3500 nits, improving outdoor visibility [8]. - The K90 Pro Max includes advanced eye protection features, supporting low-light usage [8]. Battery and Charging - The K90 Pro Max's battery has a high energy density of 881 Wh/L, with versatile charging options [11]. - Both K90 models support the 100W PPS universal fast charging protocol, enhancing charging convenience [11]. Additional Features - The K90 Pro Max includes advanced AI features for photography, such as automatic analysis and content generation [10]. - The K90 standard version features a 5000-megapixel main camera with a 2.5X portrait lens, providing versatile imaging options [10]. Wearable Technology - Alongside the K90 series, REDMI also launched the REDMI Watch 6, featuring a 2.07-inch AMOLED display and various customization options [15].

Core Points - The Redmi K90 series was launched on October 23, 2025, with the 12GB+512GB version initially priced at 3199 yuan, which was later reduced by 300 yuan to 2899 yuan within 24 hours due to user feedback regarding pricing disparities [1][5] - Xiaomi's founder and CEO Lei Jun, along with President Lu Weibing, stated that the price adjustment was influenced by the global increase in memory costs and was intended as a gesture of goodwill towards users [1][3] Pricing Details - The Redmi K90's 12GB+256GB version was priced at 2599 yuan, while the 12GB+512GB version was set at 3199 yuan, leading to a 600 yuan price difference for an additional 256GB of memory, which sparked widespread discussion among consumers [5]

Group 1 - The core issue revolves around the significant price difference between different versions of the REDMI K90 smartphone, which has led to customer disappointment [1][3]. - The initial pricing for the K90 standard version was set at 2599 yuan, while the K90 Pro Max started at 3999 yuan, with various configurations leading to a price gap of 600 yuan between the 12GB+256GB and 12GB+512GB versions [6]. - In response to customer feedback, the company decided to reduce the price of the 12GB+512GB version by 300 yuan to 2899 yuan during the first month of sales, acknowledging the impact of rising storage costs on pricing [3][6]. Group 2 - The company attributes the pricing challenges to increased costs from the global supply chain, particularly in memory storage, which has risen more than expected and is anticipated to continue [3][6]. - The REDMI brand is positioned as a high-cost-performance independent sub-brand under Xiaomi, targeting consumers looking for value [6].

Core Viewpoint - The pricing strategy for the REDMI K90 series has faced criticism due to significant price differences between versions, particularly for the 12GB+512GB model, which has led to a price adjustment to address customer concerns [1][3][5]. Pricing and Product Details - The REDMI K90 series includes two models: K90 and K90 Pro Max, with initial prices set at 2599 yuan and 3999 yuan respectively [5]. - The pricing breakdown for the K90 series is as follows: - 12GB+256GB version: 2599 yuan - 16GB+256GB version: 2899 yuan - 12GB+512GB version: 3199 yuan - 16GB+512GB version: 3499 yuan - 16GB+1TB version: 3999 yuan - The price difference between the 12GB+256GB and 12GB+512GB versions is 600 yuan, which has raised concerns among users regarding the value proposition of the higher storage option [5]. Company Response - Xiaomi's President, Lu Weibing, acknowledged the disappointment from users regarding the pricing and attributed the high costs to increased upstream supply chain pressures, particularly in memory storage [3][5]. - In response to customer feedback, Xiaomi decided to reduce the price of the 12GB+512GB version by 300 yuan during its first month of sales, bringing the price down to 2899 yuan [3][5]. - Xiaomi's founder, Lei Jun, also supported this explanation, linking the pricing issues to rising memory costs [3].

Core Insights - Redmi officially launched its flagship K90 series on October 23, featuring the fifth-generation Snapdragon 8 processor and AI dedicated chip D2, with prices starting at 2599 yuan, reflecting a price increase of 100 to 500 yuan compared to the previous generation [1] - The price gap between different storage versions has widened, with the 12GB+512GB version priced 600 yuan higher than the 12GB+256GB version, compared to a 400 yuan difference in the previous generation [1] - Xiaomi's president, Lu Weibing, attributed the price increases to upstream cost pressures, particularly rising storage costs, which are expected to continue escalating [1][3] Pricing Strategy - The K90 standard version's price was adjusted down by 300 yuan to 2899 yuan during the first month of sales to address customer dissatisfaction regarding the price differences between storage versions [1] - Other smartphone brands have also raised prices for their flagship and mid-range products, with increases ranging from 100 to 500 yuan across various models [5] Market Dynamics - The price of DRAM chips has surged by 171.8% year-on-year in Q3 2023, driven by increased demand from AI infrastructure investments and supply constraints [3][4] - Major manufacturers like Samsung have notified clients of expected price increases for DRAM and NAND flash memory in Q4 2023, with anticipated hikes of 15% to 30% for DRAM and 5% to 10% for NAND [3] Industry Trends - The global storage chip industry is entering a "super cycle," characterized by tight supply and increased procurement by device manufacturers, leading to significant price hikes for memory products [4][10] - The transition of major manufacturers towards high-end memory products, such as HBM and DDR5, is reshaping the market landscape, with a notable reduction in DDR4 production capacity expected by 2026 [4] Cost Pressures - The rising costs of key components, including processors and screens, are impacting the pricing strategies of smartphone manufacturers, with flagship processors experiencing price increases of 16% to 24% [8] - The overall cost pressures are expected to affect the sales lifecycle of new products, limiting the potential for price reductions during promotional periods [7][10]

Core Insights - Redmi officially launched its flagship K90 series on October 23, featuring the fifth-generation Snapdragon 8 processor and AI independent graphics chip D2, with prices starting at 2599 yuan, an increase of 100 to 500 yuan compared to the previous generation [1][3] - The price gap between different storage versions has widened, with the 12GB+512GB version priced 600 yuan higher than the 12GB+256GB version, compared to a 400 yuan difference in the previous generation [1] - Xiaomi's president, Lu Weibing, attributed the price increase to upstream cost pressures, particularly rising storage costs, which are expected to continue escalating [1][5] Pricing Strategy - The K90 standard version's price was adjusted down by 300 yuan to 2899 yuan within the first month of sales to address consumer dissatisfaction over pricing [1] - Other smartphone brands have also raised prices due to similar cost pressures, with vivo X300 series increasing by 100 to 300 yuan, OPPO Find X9 series by 200 to 300 yuan, and iQOO 15 series starting at 4199 yuan, a 5% increase [6][10] Market Dynamics - The price of DRAM chips has surged, with a reported year-on-year increase of 171.8% in Q3, driven by demand from AI infrastructure investments and supply constraints [3][5] - Major manufacturers like Samsung and SK Hynix are shifting focus to high-end chips, reducing production of DDR4 memory, which is expected to lead to a significant supply shortage [4][5] Industry Trends - The smartphone industry is entering a "super cycle" due to tight supply of ordinary storage chips, with manufacturers stockpiling components, leading to a projected price increase of over 200% for DDR4 memory by 2025 [5][12] - The rising costs of flagship processors and custom screens, along with increased R&D investments, are contributing to overall product cost increases [8][10] Future Outlook - The storage chip price increases are expected to continue, with predictions of a 20-30% rise in memory prices for new flagship models next year [12] - The industry is moving towards a "high investment, high pricing, high experience" phase, where companies must enhance product quality to cope with rising costs [12]

Core Viewpoint - Xiaomi has announced a tax subsidy plan for its vehicles, which aims to incentivize purchases by offering tax relief for customers who lock in their orders by November 30, 2025, and complete delivery by 2026 [1] Group 1 - The subsidy plan allows customers to benefit from a tax rebate on the difference in purchase tax between 2026 and 2025, with a maximum subsidy of 15,000 yuan [1]

Core Insights - Xiaomi's pricing strategy for the REDMI K90 series has faced criticism due to significant price differences between versions, attributed to rising upstream costs [2][4] - The company has decided to reduce the price of the popular 12GB+512GB version of the K90 by 300 yuan, bringing it down to 2899 yuan [2] - The price adjustments reflect broader trends in the global supply chain, particularly the rising costs of storage components driven by increased demand from AI and high-performance computing [6] Company Actions - Xiaomi's President, Lu Weibing, acknowledged customer disappointment regarding the K90's pricing and explained the necessity of the price adjustment due to cost pressures [2] - The price cut for the K90 standard version is intended to demonstrate Xiaomi's commitment to customer satisfaction amidst challenging market conditions [2] Industry Context - The global storage market is experiencing significant price increases, with major suppliers like Samsung and SK Hynix planning to raise prices of DRAM and NAND products by up to 30% in Q4 [6] - Analysts from Citigroup and Morgan Stanley predict a 25%-26% increase in average DRAM prices in Q4, indicating a continuing trend of rising costs in the semiconductor industry [6] - The surge in storage prices is primarily driven by the explosive demand for AI infrastructure, with major tech companies expected to invest $400 billion in AI-related capabilities this year [6]

转自：贝壳财经 【#小米回应k90降价能否退差#】#小米多门店回应新品降价300如何退差# 10月23日，小米发布新品手 机，引网友热议。24日，@卢伟冰 @雷军 相继发文表示，称因收到部分用户对产品不同版本间差价的 反馈，小米决定顶住压力，将该款手机"12GB+512GB"配置机型的首销月价格下调300元，调整后售价 为2899元。随后，"雷军回应K90定价" 登上热搜，再度引发关注。不少网友表示，发售期到降价这期间 的用户能否退差呢？针对这一核心疑问，@密度财经 分别联系了小米线上及线下多家门店咨询。线上 旗舰店明确表示，该款产品支持7天保价服务，符合条件的用户可直接申请退差；线下各门店也统一回 应，在本次降价前购买该机型的用户，可前往当初的购买渠道店铺，咨询了解如何办理退差手续。值得 注意的是，针对使用"国补"叠加优惠购买的用户，线下门店建议消费者24小时内前往门店退差。你关注 这一消息了吗？ ...

Core Viewpoint - The pricing controversy surrounding the REDMI K90 series is attributed to significant cost pressures from the global supply chain, particularly in memory components, leading to a price adjustment for the K90 standard version [1][7]. Pricing and Product Details - The initial pricing for the K90 standard version was set at 2599 yuan, while the K90 Pro Max started at 3999 yuan [7]. - The K90 series includes various configurations: - 12GB+256GB priced at 2599 yuan - 16GB+256GB priced at 2899 yuan - 12GB+512GB priced at 3199 yuan - 16GB+512GB priced at 3499 yuan - 16GB+1TB priced at 3999 yuan - The price difference between the 12GB+256GB and 12GB+512GB versions was 600 yuan, which many users found excessive [7]. Market Context and Supply Chain Issues - The price adjustments reflect the ongoing increase in storage component costs, with major suppliers like Samsung and SK Hynix planning to raise prices by up to 30% in Q4 due to surging demand driven by AI [7][9]. - Citigroup and Morgan Stanley predict a 25%-26% increase in average DRAM prices in Q4, indicating a broader trend of rising semiconductor prices [8]. Demand Drivers - The surge in demand for storage chips is primarily driven by the explosion of AI and high-performance computing needs, with major tech companies expected to invest around 400 billion USD in AI infrastructure this year [9].