BPXIAMI@EP2604A

Xiaomi 17 series rumored to make its global debut before MWC 2026

Xiaomi's new generation SU7 to be launched in April 2026

Declaration information for Xiaomi's high-performance SUV model YU7 GT is revealed

Xiaomi's legal department responds to incident of a car owner being maliciously blocked and verbally abused, stating it will support the owner's rights protection

Xi'En Future Technology Adds Xiaomi-Related Company as Shareholder and Increases Capital

XiNuo Future Adds Xiaomi-Related Company as Shareholder and Increases Capital

CCTV footage suggests Xiaomi's HyperOS in-car system may have been adapted for its self-developed "Xuanjie" chip

Zhitong Finance releases Stock Connect shareholding analysis for February 11, including Xiaomi Corporation

Leaks suggest Xiaomi is about to launch an AirTag-like tracker called "Xiaomi Tag"

Huatai Securities maintains 'Buy' rating on Xiaomi but lowers target price due to rising memory chip prices

Xiaomi is expected to release HyperOS 4.0, completely removing old MIUI code

Xiaomi Auto is rumored to launch multiple new car models in 2026

Lockin Technology, which is deeply dependent on Xiaomi, is pursuing an IPO on the Hong Kong Stock Exchange

Xiaomi Auto launches Spring Festival worry-free service to enhance owner experience

Lei Jun announces the official discontinuation of the first-generation Xiaomi SU7

Lei Jun Responds to Feelings About Online Misinformation During Live Broadcast

Lei Jun Introduces Xiaomi Battery Cooling Technology

Lei Jun Reveals Xioami YU7's Self-developed Quad-domain Control System in Live Broadcast

Lei Jun live-streams tour of Xiaomi's automobile factory

Boosted by buyback news, Xiaomi Group's stock price rose in early trading.

TOUYUN BIOTECH

ASIA ENERGY LOG

NIU HOLDINGS

TIANYE WATER

CCOE

KNOWLEDGE ATLAS

BOER POWER

WAI CHUN GROUP

TJCD

ZHONGSHI MINAN

XIACY

NTES

002594

BYDDF

01810

BYDDY

09988

01211

00700

BABA

The Nasdaq Golden Dragon China Index initially fell by 0.6%. Among popular Chinese concept stocks, WeRide fell by 5.5%, NetEase fell by 4%, YUM China, Baidu, Tencent, Alibaba, and Meituan all fell by over 1%. XPeng rose by 1.6%, Li Auto rose by 1.8%, Nio rose by 2.1%, BYD rose by 2.8%, and Xiaomi rose by 3.9%

Wallstreetcn

YUM China

BIDU-SW

MEITUAN

Xiaomi Corporation

NetEase

Tencent Holdings Limited

BYD Company Limited

XIAOMI-W

Baidu

BYD Company

BABA-W

XPENG-W

BYD COMPANY

XPeng

TENCENT

Alibaba

LCDL

HSAI

515030

LCID

On Wednesday (February 11), at the end of the U.S. stock market, the Bloomberg Electric Vehicle Price Return Index rose by 1.32%, closing at 3662.78 points. Among the constituent stocks, Sociedad Quimica Y Minera (SQM) rose by 7.1%, Albemarle Corporation rose by 4.3%, Xiaomi Group H shares rose by 4.27%, and STMicroelectronics rose by 2.92%; while Hesai fell by 6.2%, and Lucid Group fell by 8.3%

GraniteShares 2x Long LCID Daily ETF

Sociedad Quimica Y Minera

Hesai

Hua Xia CSI New Energy Vehicles ETF

Lucid

09618

02618

On February 11, Weibo released the "2025 Weibo Hot Search Trend Report," which is based on hot search topics and user behavior data, showcasing the focal points of public interest in social, entertainment, and vertical fields over the past year. Among the top ten hot search "Internet figures," Lei Jun, Luo Yonghao, and Liu Qiangdong ranked in the top three

JD-SW

JD LOGISTICS

JD.com

KraneShares 2x Long JD Daily ETF

Weibo released the top ten trending "Internet figures" for 2025, with Lei Jun, Luo Yonghao, and Liu Qiangdong ranking in the top three

516380

Ford anticipates over $7 billion in EV-related charges in 2026 and 2027 due to a strategy pivot, as shared by CFO Sherry House during the Q4 earnings call. The Model E division expects losses of $4 billion to $4.5 billion this year, aiming for breakeven by 2029. Despite mixed Q4 earnings, with revenue of $42.45 billion exceeding expectations, adjusted earnings fell short. Ford is also exploring partnerships with Xiaomi and BYD for battery sourcing. Shares rose 0.81% to $13.68 in pre-market trading.

- Ford Motor Co. anticipates over $7 billion in electric vehicle (EV) charges in 2026 and 2027 as it pivots its strategy.  
- The company's Model E division expects losses of $4 billion to $4.5 billion this year, targeting breakeven by 2029.  
- Ford's Q4 earnings showed a revenue of $42.45 billion but missed adjusted earnings expectations, and reports indicate ongoing talks for partnerships with Chinese companies regarding battery sourcing.

benzinga_article

FORD MOTOR CO 6.000% NOTES DUE 1/12/2059 USD25

Ford Motor

FORD MOTOR CO 6.20% NOTES DUE 01/06/2059 USD25

Forward Industries

FORD MOTOR CO 6.500% NOTES DUE 15/08/2062 USD25

BYD ELECTRONIC

First Trust S-Network Future Vehicles & Tech ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

Ping An CSI New Energy Vehicles Industry ETF

Ford Anticipates $7 Billion EV-Related Charges In Two Years — Predicts Model E Division Would Break Even In 2029

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02800

The total short selling amount in the Hong Kong stock market reached HKD 33.97 billion, accounting for 17.9% of the trading volume of shortable stocks. Among them, the short selling ratio of CSOP HS TECH was the highest at 56.5%, with a short selling amount of HKD 2.44 billion. Alibaba's short selling ratio was 18.7%, amounting to HKD 1.56 billion; TENCENT's short selling ratio was 10.8%, amounting to HKD 1.4 billion; XIAOMI's short selling ratio was 14.3%, amounting to HKD 1.18 billion; and the TRACKER FUND's short selling ratio was 13%, amounting to HKD 1.07 billion

AASTOCKS

CSOP HS TECH

TRACKER FUND

The total short selling in the Hong Kong stock market for the day was HKD 33.97 billion, accounting for 17.9% of the turnover of shortable stocks

BROS

PARA

HXXD

MSFT

81810

HOOD

SPOT

09899

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SHOP

0211 | Dolphin Research Focus: 🐬 Stock 1, $XIAOMI-W(01810.HK) On the evening of Feb 10, Lei Jun live-streamed from Xiaomi Auto's Yizhuang, Beijing plant. He announced the final first-gen SU7 had rolled off the line and shipped, marking the model's official discontinuation, with cumulative deliveries nearing 370k units. Production lines are being retooled for the next-gen SU7, slated for an Apr launch.The first-gen wrap-up validates Xiaomi Auto's mass-production capability and market acceptance. The capacity transition paves the way for a volume ramp of the new model, a near-term positive for order conversion and brand perception, with Xiaomi up over 4% today...

MSFT Eyes High-Temp Superconductors to Ease AI Power Bottlenecks; BABA's RynnBrain Aims to Give Machines a Brain | Daily News Recap

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On February 11th, the three major indices of the Hong Kong stock market closed higher collectively, with market sentiment warming up. The Hang Seng Tech Index led the gains, closing at 5499.99 points. In terms of sectors, hardware and automotive stocks performed strongly, with Xiaomi Group surging 4.27% on news of new vehicles, and Bilibili rising over 5% due to valuation recovery; the internet and retail sectors showed mixed performance, with Tencent and Alibaba experiencing slight pullbacks. Capital competition was intense, as the market awaited guidance from macro data such as retail sales and CPI

- On February 11, the Hong Kong stock market showed resilience, with major indices closing positively; the Hang Seng Index rose 0.31% to 27,266.38 points.  
- Notable performers included Xiaomi Group, up 4.27% driven by positive sentiment from new SUV announcements, while the Hang Seng Tech Index climbed 0.90%.  
- Investors are closely monitoring upcoming retail sales and CPI data to gauge the recovery of local consumption amidst cautious market sentiment.

Market Heartbeat

LENOVO GROUP

BILIBILI-W

KUAISHOU-W

MNSO

RIDGE OUTDOOR

ELEGANCEOPTICAL

HAO BAI INTL

ONEROBOTICS

MANY IDEA CLOUD

SMIC

Hong Kong stocks closed | All three major indices rose, with the Hang Seng Tech Index up 0.90%, and Xiaomi Group rising over 4%

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On February 11th, the three major indices of the Hong Kong stock market rose slightly during the session, with the Hang Seng Technology Index leading the gains at 0.74%, showing a narrow range of fluctuations overall. In terms of sectors, the hardware and storage sectors performed strongly, with Xiaomi Group surging 4.38% driven by expectations of AI and new products; the internet sector showed divergence, with Bilibili rising 5.41% and Tencent Holdings falling 1.09%. In terms of individual stocks, Synagistics and Ridge Outdoor soared over 35% due to positive news. The current market is in a macro data vacuum period, with investor sentiment primarily cautious

- On February 11, Hong Kong's stock indices showed a slight overall rise, with investor sentiment remaining cautious amid a lack of macroeconomic data.  
- The Hang Seng Index increased by 0.25%, while the Hang Seng Tech Index led gains at 0.74%, although major indices stayed below recent highs.  
- Market focus shifted towards upcoming retail sales and trade data, as well as inflation and unemployment metrics, which are crucial for assessing economic resilience.

SYNAGISTICS

KB LAMINATES

JIAXIN INTL RES

CAM HS TECH

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

Hang Seng TECH Index

ISHARESHSTECH

XL2CSOPHSTECH

CAM HS TECH-U

Tianhong Hang Seng TECH ETF(QDII)

XI2CSOPHSTECH

Hong Kong stock market intraday | Hang Seng TECH Index up 0.74%, hardware sector strengthens, Xiaomi surges 4.38%, Tencent down 1.09%

BABX

KBAB

The short selling amount in the Hong Kong stock market reached HKD 16.09 billion in the half-day session, accounting for 16.5% of the total shortable stock turnover of HKD 97.79 billion. The previous day was 17.1%. The main shorted stocks include: Southern Hang Seng Technology with a short selling ratio of 54.9% and a short selling amount of HKD 1.33 billion; Xiaomi Group-W with a short selling ratio of 13.1% and a short selling amount of HKD 660 million; Alibaba-W with a short selling ratio of 16.5% and a short selling amount of HKD 650 million; SMIC with a short selling ratio of 14.5% and a short selling amount of HKD 580 million; Tencent Holdings with a short selling ratio of 7.2% and a short selling amount of HKD 520 million

BABA 2x Long Daily ETF - GraniteShares

KraneShares 2x Long BABA Daily ETF

The short selling in the Hong Kong stock market for half a day was HKD 16.09 billion, accounting for 16.5% of the total turnover of shortable stocks

The Hong Kong stock market rose in the morning session, with the Hang Seng Index up 116 points at 27,299 points. Xiaomi and BYD led the gains, rising 4.7% and 2.6%, respectively. SMIC's net profit last quarter increased by 60.7%, but the gross margin guidance fell short of expectations, causing the stock price to drop by 3.6%. Reading Group is expected to report a loss of 750 million RMB last year, with its stock price falling by 7.1%. The total turnover of the market in the half-day session was 118.607 billion HKD

"Hong Kong Stocks" Hang Seng Index rises 116 points in half a day, Xiaomi and BYD lead the gains, SMIC shows weakness after earnings

On February 11th, the three major indices of the Hong Kong stock market showed a fluctuating stabilization trend during the trading session, with the Hang Seng Technology Index performing strongly, leading with a rise of 1.05%, indicating a rebound in investor interest in technology growth stocks. The Hang Seng Index slightly increased by 0.21% to 27,239.34 points. Sector performance was notably mixed: the hardware and storage sectors saw widespread gains driven by positive news from Xiaomi's business, with Xiaomi Group rising by 4.55%; the internet sector experienced mixed results, with Bilibili rising over 4% while Tencent saw a slight pullback; the semiconductor sector weakened across the board, with SMIC falling nearly 4%. Additionally, popular stocks Zhihu and Lexin Outdoor showed significant gains. The market is currently focused on the strength of macroeconomic recovery, awaiting further economic data guidance

- On February 11, Hong Kong's main indexes stabilized, with the Hang Seng Index at 27,239.34, rising 0.21%.  
- The Hang Seng Technology Index led with a 1.05% increase, reflecting a recovery in tech stocks, while the Enterprise Index also gained 0.21%.  
- Market focus remains on macroeconomic recovery and liquidity changes, with upcoming trade and retail data essential for assessing domestic demand and export resilience.

HUA HONG SEMI

DRINDA

JLMAG

CNBM

VanEck Semiconductor ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Direxion Semicon Bull 3X

GTJA Allianz SSE STAR Chip Design Thematic ETF

ChinaAMC Hang Seng Technology ETF(QDII)

iShares Semiconductor ETF

SPDR S&P Semicon

Tencent

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Dacheng Hang Seng Technology ETF(QDII)

Guotai CSI Semiconductor Material Equipment Theme ETF

Hang Seng TECH ETF I

Huaan Hang Seng Technology ETF(QDII)

Hong Kong stock market intraday | Hang Seng TECH Index rose 1.05%, Xiaomi Group rose 4.55%, SMIC fell 3.91%

Xiaomi continues to rise during the trading session, now up over 5%

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Xiaomi has officially ended production of its first-generation SU7 sedan, which achieved nearly 370,000 deliveries since its launch in April 2024. The next-generation SU7 is set to launch in April 2025, with pre-orders starting at RMB 229,900, a 6.48% increase from the previous model. This new version will feature LiDAR and enhanced smart driving hardware, narrowing the price gap with Tesla's Model 3. Xiaomi's current sales are led by the YU7 SUV, with over 39,000 vehicles delivered in January 2025, down from December's record of 50,212 units.

- Cumulative deliveries of the first-generation Xiaomi SU7 sedan have reached nearly 370,000 units, and production has officially ended as the company prepares to launch an updated version in April.  
- Pre-orders for the next-generation SU7 began on January 7, with a starting price of RMB 229,900, marking a 6.48% increase from the previous generation and narrowing the price gap with the Tesla Model 3.  
- Xiaomi's current sales are primarily driven by the YU7 SUV, which competes with the Tesla Model Y, with over 39,000 vehicle deliveries in January 2025.

CnEVPost

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

E Fund CSI Auto Components Thematic ETF

Guotai CSI 800 Automobile and Parts ETF

Xiaomi's 1st-gen SU7 sedan ends production as next-gen model launches in Apr

Today’s Key News Recap

Dutch Bros

Paramount Global

Xiaomi HK SDR 2to1

Microsoft

XIAOMI-WR

Robinhood

Spotify

Coca Cola

NETEASE MUSIC

BABA-WR

Alibaba HK SDR 5to1

NTES-S

Shopify 

Unity Software

Warner Bros. Discovery

Petty

Current rate of return reached top 90% of users
Calculated based on  your Longbridge (Singapore) A/C

Rate Of Return

The valuation is tempting! Half the P/E of AAPL &amp; $Samsung Electronics (SSNGY.US) , plus the ecosystem and EV story. The risk-reward looks good.

$XIAOMI-W(01810.HK) I see Xiaomi as a potential growth stock trading at a fair valuation. Strong profitability, ROE around 19–20%, and a P/E of ~17–19x. It is notably lower than Apple (~35x) and Samsung (~32x).Recently ,founder Lei Jun also highlighted that Xi is recent focus on tech innovation signals accelerating national support for new productive forces.I currently hold Xiaomi shares and remain optimistic about the long term. What’s your view?

BPXIAMI@EP2604A(22100.HK)

Weibo released the top ten trending "Internet figures" for 2025, with Lei Jun, Luo Yonghao, and Liu Qiangdong ranking in the top three

Ford Anticipates $7 Billion EV-Related Charges In Two Years — Predicts Model E Division Would Break Even In 2029

The total short selling in the Hong Kong stock market for the day was HKD 33.97 billion, accounting for 17.9% of the turnover of shortable stocks