28912 HSXIAMI@EC2506C.C
- 0.227
- +0.033+17.01%
AI takes center stage! The CES Autos exhibition booths have transformed as many automakers strengthen their application of Asia Vets in smart cabins.
① BMW globally debuted its next-generation super sensory intelligent cockpit at the 2025 CES exhibition - featuring the innovative panoramic iDrive and BMW's new generation operating system X. ② ZEEKR also regards the 'intelligent cockpit' as one of the key highlights of its exhibition, announcing a partnership with Qualcomm to jointly develop future-oriented intelligent cockpits.
On January 8, XIAOMI-W (01810.HK) spent 0.14 billion Hong Kong dollars to repurchase 4.3 million shares.
Gelonghui, January 8丨XIAOMI-W (01810.HK) announced that on January 8, it spent 0.14 billion Hong Kong dollars to buy back 4.3 million shares.
Express News | Xiaomi Bought Back 4.3 Mln Class B Shares for HK$141.6 Mln on Jan 8 - HKEX Filing
Hong Kong Stocks Mark Three-Day Losing Streak on Worries Over Strong US Labor Market
CITIC SEC: Maintaining the "Buy" rating on XIAOMI-W (01810) with a Target Price of 42 Hong Kong dollars.
CITIC SEC remains bullish on the rapid growth of orders and deliveries for Xiaomi's Smart Automobile, the increase in Smart Phone market share and premiumization, the explosive product model of AIoT, and the steady growth of Internet Plus-Related.
The first HAIDILAO corporate hotpot in the Peking area has opened at the Xiaomi cafeteria.
Sina Technology reported on the afternoon of January 7 that recently, the "HAIDILAO | Corporate Hotpot" store in Peking opened for trial operations. This is the first store of HAIDILAO Corporate Hotpot in the Peking area and the eighth store overall. It was introduced that, with the subsidy from Xiaomi, this store offers exclusive benefits and discounts to Xiaomi employees, with hotpot dish prices set at an 88% discount compared to nearby stores, maintaining consistency with the hotpot products outside the park, and the menu will be updated in a timely manner, with all dishes served in half portions as standard.
Open source securities: The national subsidies for Consumer Electronics and AI terminals resonate, which is expected to lead to an increase in both volume and price along the mobile phone supply chain.
The continuous improvement of the AI ecosystem will continually enhance consumer experience and drive growth in the demand for AI smartphone upgrades.
Zhongyin International: Reaffirms XIAOMI-W (01810) 'Buy' rating, Target Price raised to 50 Hong Kong dollars.
Bank of China International has raised the sales forecast for XIAOMI-W (01810) to 0.35 million and 0.58 million vehicles for the fiscal years 2025 to 2026.
Zephirin Adjusts Xiaomi's Price Target to HK$24 From HK$19, Keeps at Sell
In 2024, the seventh batch of Electric Vehicles exempt from vehicle purchase tax has been announced. Cui Dongshu: There are a variety of products with high energy density in Batteries.
In 2024, there are a total of 20,085 models of Electric Vehicles in the tax exemption directory. Due to the large number in the first batch, the quantity of Electric Vehicles in the directory is relatively higher than the normal levels in recent years.
Market Chatter: Xiaomi Opens Branch and Online Mall in South Korea
HAITONG INT'L: Initiates coverage of KINGSOFT with an “Outperform” rating and a Target Price of HKD 46.85.
HAITONG INT'L published a research report stating that it is initiating coverage on KINGSOFT (03888) with an "outperform" rating, expecting revenue from 2024 to 2026 to be 10.192 billion, 12.271 billion, and 14.829 billion yuan respectively, with year-on-year growth rates of 19.4%, 20.4%, and 20.8%; net income attributable to the parent company is expected to be 0.873 billion, 1.645 billion, and 2.335 billion yuan respectively, with year-on-year growth rates of 80.5%, 88.5%, and 41.9%; earnings per share are projected to be 0.65, 1.23, and 1.75 yuan, with a target price of 46.85 HKD. The report states
Zhaoyin International: The National Development and Reform Commission announced the expansion of the national subsidy program categories, and XIAOMI-W (01810) and others will benefit.
CMB International believes that the announcement of the national subsidy will encourage Other provinces to accelerate the implementation of policies, which will boost the overall demand for Smart Phone replacements in the short term.
Lyon: The national mobile phone subsidies have officially launched as expected, with a preference for XIAOMI-W (01810), AAC TECH (02018), and others.
Lyon's top picks are XIAOMI-W (01810), BYD Electronic (00285), AAC TECH (02018), and SUNNY OPTICAL (02382), all rated as "outperform the market."
[Brokerage Focus] CMB International's Outlook on CES 2025: AI Remains a Key Theme.
Jinwu Financial News | China Merchants International stated that the 2025 Consumer Electronics Show (CES) will be held from January 7 to 10 in Las Vegas, USA. The bank believes that AI will still be the hottest topic this year. Although AI was ubiquitous at the 2024 International Consumer Electronics Show, the bank expects more AI devices that can be applied in real life in 2025, including AI glasses, Smart Home products, and wearable devices. Regarding automotive technology, the bank looks forward to the latest technologies such as smart cockpits, displays, and more electric vehicle prototypes. In addition, Satellite communications, personal computers, AR/VR, and machines.
Market Chatter: Xiaomi to Open Auto Plant to Public For Visits
Hong Kong stock Concept tracking | National policy will implement subsidies for purchasing new digital products such as mobile phones. Institutions expect a significant increase in mobile phone sales in the first half of the year (including related stocks
In the third quarter of 2024, the sales of Smart Phones in China increased by 3.2% year-on-year to 68.78 million units, maintaining year-on-year growth for four consecutive quarters.
【Special Contribution Big V】Deng Shengxing: Mainland data falls short of market expectations, Hong Kong stocks continue to weaken.
Jingwu Finance | The Hang Seng Index closed at 19,760 on Friday (3rd), up 136 points or 0.7%. The total market turnover for the day was 160.3 billion yuan. The National Index rose 68 points or 1%, closing at 7,159. The Science and Technology Index increased by 45 points or 1%, closing at 4,403. The National Development and Reform Commission announced the implementation of new subsidies for the purchase of mobile phones and other digital products, leading to a surge in mobile phone stocks. Xiaomi (01810) hit a new high, closing up 6.6% at 36.25 yuan, making it the blue-chip stock with the largest increase, with a turnover of 12.05 billion yuan. ZHONGSHENG HLDG (00881) fell by 3.8%, being the worst-performing blue-chip stock. The Dow Jones Industrial Average closed at 42,732 points on Friday (3rd), up 33.
【Brokerage Focus】AVIC Securities pointed out that the widespread application of AI is driving a rapid increase in demand for intelligent computing power, as the domestic AI industry enters a new cycle of rapid implementation and commercial monetization.
Jinwu Financial News | China Aviation Securities issued a Research Report stating that by mid-December 2024, the daily average tokens usage of the Doubao general model will exceed 4 trillion, an increase of 33 times compared to when it was first released seven months ago. The institution noted that the low-cost dissemination following the large-scale implementation of AI applications is behind Doubao's breakout success. It is reported that the updated visual understanding model of Doubao can achieve an input price of only 0.03 yuan for 1,000 tokens, allowing for processing of 284 720P images for just 1 yuan. Meanwhile, the democratization of AI applications is driving a rapid increase in demand for intelligent computing power, leading to a competition among technology giants for computing power infrastructure, including Baidu.
Annual review | Pure electric vehicles in 2024: some are happy, some are worried, is pure electric still the ultimate solution?
In 2024, China's Autos market is highly competitive. After experiencing an industry-wide price war and extreme internal competition, RBOB Gasoline vehicles, pure electric vehicles, and hybrid (including extended range) vehicles have each taken different development paths, with each power mode occupying a certain market share.