Top 10 Tech Stocks per SA Quant Grades as the Nasdaq Rises to Start 2025
[Brokerage Focus] CMB International expects that retail sales of Electric Vehicles in 2024 will increase by 49% year-on-year, and there is hope for continued growth of 23% in 2025.
Jinwu Financial News | CMB International stated that 11 Chinese automotive companies announced their Electric Vehicle sales for December, with a total sales increase of 54% year-on-year and a 5% increase month-on-month, among which 9 companies achieved record-high sales. The firm indicated that Li Auto and NIO met expectations, while XPeng slightly exceeded expectations; BYD, Great Wall, Deep Blue, Leap Motor, ZEEKR, and Xiaomi all set new sales records for Electric Vehicles. The firm expects the overall retail sales of Electric Passenger Vehicles in December to increase by 13% month-on-month to approximately 1.4 million units, with the Electric Vehicle market share narrowing to 47%. The firm estimates that the retail sales of Electric Vehicles for the entire year of 2024 will increase by 49% year-on-year to approximately.
China's Late-Year EV Sales Boom Gives Way to Rocky 2025 View
[Brokerage Focus] Morgan Stanley: Xiaomi (01810) product portfolio will undergo positive changes, and this year's shipping volume target may be raised again.
Jingwu Financial News | Morgan Stanley reports that Xiaomi (01810) is expected to deliver over 0.135 million electric Autos in 2024, surpassing its annual target. Given that Xiaomi achieved a delivery record of over 0.025 million Autos in December last year alone, the company has raised its 2025 delivery target from approximately 0.25 million Autos to 0.3 million Autos. Morgan Stanley believes that as Xiaomi continues to expand its vehicle production capacity, the shipping target for 2025 may be raised again. The report also anticipates that by 2025, Xiaomi's product portfolio will experience positive changes, which
Major rating丨Morgan Stanley: believes Xiaomi will continue to increase Autos production capacity, and the shipping volume target for this year may be further revised upward.
Morgan Stanley published a research report indicating that Xiaomi's electric vehicle deliveries in 2024 will exceed 135,000 units, surpassing its annual delivery target. Due to the group's monthly delivery volume exceeding 25,000 units last December, the company has raised its 2025 delivery target to 300,000 units, up from the previous target of around 250,000 units. The bank believes that the group will continue to enhance its auto production capacity, therefore, the shipping target for 2025 may be further adjusted upwards. Morgan Stanley expects that Xiaomi's product lineup in 2025 will undergo positive changes, which may drive overall growth and better electric vehicle profit margins. Additionally, the bank believes that Xiaomi's 2024...
Xiaomi Delivers Over 135,000 Cars in 2024, Targets 300,000 in 2025
Express News | China’s Xiaomi Founder: Auto Deliveries Exceed 135,000 in 2024, Aim to Deliver 300,000 Cars in 2025
Wang Teng has been promoted to General Manager of the Xiaomi China Region Marketing Department, and concurrently serves as General Manager of the REDMI brand.
Sina Technology reported on the afternoon of December 31 that Wang Teng's Weibo certification has changed; he is currently the General Manager of the China Region Marketing Department for Xiaomi, and also serves as the General Manager of the REDMI brand. Information shows that in February 2024, Wang Teng will assume the role of General Manager for the REDMI brand; in May 2024, Xiaomi will announce related personnel appointments, with Wang Teng taking on the position of Deputy General Manager of the China Region Marketing Department and General Manager of the REDMI Marketing Department, overseeing the e-commerce marketing department and retail marketing department, reporting to Xu Fei, General Manager of the China Region Marketing Department. He will continue to serve as the General Manager of the REDMI brand, reporting to Group President Lu Weibing.
Guosen 2025 Annual Investment Strategy for the Electronics Industry: AI Revolutionizes Human-Machine Interaction, Asia Vets in Full Swing, the Industry Enters a Year of Valuation Expansion.
In the context of the resonance of the "macroeconomic policy cycle, industry inventory cycle, and AI innovation cycle," the electronics Industry is expected to enter a year of valuation expansion.
Major banks rating丨Citi: Reiterates Xiaomi's "Buy" rating. Future catalysts include growth in SU7 Ultra Orders, potential phone subsidies, and more.
According to Citigroup's report, Xiaomi held a vehicle, home, and full ecosystem partnership conference in Peking last Friday, reiterating that R&D spending for this and next year will be 24 billion and 30 billion yuan respectively, estimating over 100 billion yuan in R&D spending between 2022 and 2026, mainly focused on AI, operating systems, and chip development. The company also expects smartphone deliveries to reach 0.17 billion units this year, a year-on-year increase of 16%, in line with expectations, with high-end smartphone deliveries expected to rise 43% year-on-year to 12 million units. The company's goal is to increase high-end smartphone sales by 10 million units every three to five years, reaching 30 million units sold within seven to eight years.
SU7 Gets Special Exterior Color to Mark Xiaomi's 15th Anniversary
Xiaomi Expands EV Charging Options, Partners With NIO, XPeng, and Li Auto for Greater Network Access
Bringing in a "post-95 genius girl", Lei Jun still hopes to create miracles.
Towards a Market Cap of one trillion.
The "Five Small Dragons" of car manufacturing boldly enter the finals.
A new pattern in the Industry is emerging.
The Hang Seng Index fluctuates around the 20,000-point mark, and short-term new stocks are seeing a return of profit-making effects | A barometer of Hong Kong stocks.
① The Hang Seng Index is fluctuating around the 20,000 point mark, what hot topics is the market focusing on? ② The return of short-term new stock profitability effects, what impact does it have?
【Hong Kong Stock Connect】Xiaomi Group (01810) rose nearly 2% against the market trend. The annual delivery volume of Xiaomi SU7 has exceeded 0.13 million units.
Jinwu Financial News | Xiaomi Group (01810) rises against the market, as of the time of writing, up by 1.9%, reported at HKD 34.8, with a transaction volume of HKD 2.956 billion. On December 29, Xiaomi founder, Director, and CEO Lei Jun announced that on December 31 at 8 PM, a New Year's Eve live broadcast is planned. According to previous reports, December 28 was the 1st anniversary of the official debut of Xiaomi Autos, which announced that the annual delivery volume of Xiaomi SU7 has exceeded 0.13 million units, successfully achieving all annual targets ahead of schedule. China Merchants Securities pointed out that as a leading global mobile phone brand, the company actively promotes the Global Strategy and nationalism.
Hong Kong stock Concept tracking | Ministry of Finance: Further clarification on the government procurement ratio requirements for New energy Fund. Autos industry year-end sales peak is anticipated (includes Concept stocks).
Ministry of Finance: Further clarifies the government procurement ratio requirements for New energy Fund.
【Brokerage Focus】China Merchants maintains a "Strong Buy" rating on Xiaomi Group (01810) and is Bullish on the long-term growth potential of its Business lines.
Jinwu Finance News | China Merchants released a Research Report indicating that Xiaomi Group (01810) has outstanding performance across its multiple businesses including IoT, Autos, and Smart Phones; AI-related layout and Global development continue to advance. It is expected that in the future, Xiaomi will increase the deep integration of AI technology in Smart Phones, IoT, Autos, and other terminals to comprehensively enhance the user experience across its ecosystem. The report states that the company, as a global leading Smart Phone brand, is actively promoting a Global Strategy and international expansion, with a forecast of a +43% year-on-year increase in high-end Smart Phone sales in 2024; the major appliances Business is entering a new growth phase with broad growth space; the Internet Plus-Related Business is expected to continue stable growth.
Policy stimulus for 3C and home appliance demand release. Will the multiplier effect of the "trade-in" policy continue in 2025? | Year-end review.
In 2024, the implementation of the "national subsidy" policy for the exchange of old for new will effectively stimulate the demand for home appliances and Consumer Electronics. Market analysis suggests that related subsidies for the exchange of old for new are expected to continue next year, with mobile phones and more home improvement categories likely included, while the future policy-driven effects still remain to be observed.
Xiaomi EV Says SU7 Deliveries Exceed 130,000, Meets Adjusted Full-year Target