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]

并且，新品不同存储版本的价差在拉大。以K90标准版为例，12GB+512GB比12GB+256GB贵了600元，上一代的价差是400元；16GB+1TB比16GB+512GB贵 了500元，上一代的价差也是400元。 这一定价策略公布后，直接引发不少米粉的不满，认为不同存储版本间的价格差距太大。 随后小米总裁卢伟冰发文解释称，来自上游的成本压力，真实传导到了新品定价上，"我们无法改变全球供应链的走势，存储成本上涨也远高于预期，且会 持续加剧。"但他表示，经过讨论决定，把K90标准版12GB+512GB版本首销月内降低300元，价格调整为2899元。 （文/观察者网 吕栋 编辑/张广凯） 10月23日晚间，红米正式推出年度旗舰——红米K90系列，搭载第五代骁龙8至尊版处理器和AI独显芯片D2，全系2599元起售，比上一代涨价100元-500元不 等。 图源：观察者网 红米K90系列发布 存储芯片涨价的声音早已有之。调研机构TrendForce的数据显示，今年第三季度，广泛应用于服务器、智能手机和个人电脑的某些DRAM芯片价格，同比上 涨了171.8%。 9月，有市场消息人士曝出，三星已通知大客户，今年第四季度D ...

凤凰网科技讯 10月24日，小米汽车跨年购置税补贴方案公布。方案明确，在2025年11月30日24点前完 成锁单，因小米汽车的原因，该锁定配置的车辆需在2026年完成开票交付，可享受跨年购置税补贴。 根据实际购买价格产生的购置税，在2026年较2025年多出的差额，通过购车尾款减免的方式进行补贴， 最高补贴金额不超过15,000元。 ...

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？ ...

智通财经记者 | 宋佳楠 10月24日，智通财经获悉，针对REDMI K90定价公布后不同版本价差过大的问题，小米集团合伙人、总裁卢伟冰在微博上表示，已经看到了大家对K90标准 版定价的评论，"来自上游的成本压力，真实的传导到了新品定价上。" 卢伟冰提到，不少用户对此表达了些许失望。经过内部讨论，小米决定K90标准版12GB+512GB版本首销月内直降300元，价格调整为2899元。12GB+512GB 是小米用户关注度较高的版本。 "我们无法改变全球供应链的走势，存储成本上涨也远高于预期，且会持续加剧，但我们希望这份诚意能够让大家理解。"卢伟冰说。 小米创始人雷军随后转发了该微博，也将价差问题归结于内存涨价。 图片来源：雷军微博 10月23日晚，REDMI正式推出K90系列旗舰手机，包括K90与K90 Pro Max两款机型。REDMI K90作为此次发布的重点产品，搭载骁龙8至尊版处理器、 7100mAh电池、100W有线快充等配置。其后置影像系统首次加入2.5倍长焦镜头，覆盖常用焦段。此外，还采用一体式冷雕玻璃工艺，配备6.59英寸屏幕。 最初小米公布的K90标准版售价为2599元起，而K90 Pro ...

10月24日，小米汽车宣布推出全系购置税补贴方案：2025年11月30日24点前完成锁单的用户，若因小米 生产或运输等原因需延期至2026年交付的，可享受跨年购置税差额补贴。补贴将通过购车尾款直接减免 方式，最高达1.5万元，覆盖SU7、YU7、SU7Ultra全系车型。 小米汽车方面表示，截至目前，小米汽车全系车型的订单量超出预期。考虑到部分车主担心车辆因跨年 交付，可能导致其享受的购置税优惠减少，特为用户准备跨年购置税补贴方案。 ...

Core Viewpoint - Xiaomi has reported that rising memory chip prices have increased the production costs of its smartphones, which has led to market disappointment regarding the pricing of its new Redmi K90 series [1] Group 1: Company Impact - The surge in memory chip prices is directly affecting Xiaomi's manufacturing costs [1] - The pricing strategy for the new Redmi K90 series has not met market expectations, indicating potential challenges in consumer acceptance [1] Group 2: Industry Context - The overall smartphone industry is facing increased production costs due to rising component prices, particularly memory chips [1] - Market reactions to new product pricing may reflect broader trends in consumer sentiment and purchasing power within the tech sector [1]