UBXIAMI@EC2611A

Daiwa Maintains Buy Rating on Xiaomi, Cuts Target Price to HK$33 After Q1 Results

Xiaomi Group repurchases 10.5 million shares for HK$298 million on May 28

CICC: Xiaomi Q1 Results Meet Expectations; Maintains Outperform Rating and HKD 37 Target Price

Canaccord Downgrades Xiaomi to 'Underperform' After Q1 Miss, Cuts Target Price

Morgan Stanley Maintains Neutral Rating on Xiaomi with HK$35 Target Price, Q1 Results in Line with Expectations

Major Banks Release Latest Stock Ratings and Target Prices: HSBC, Xiaomi, Lenovo Among Those Watched

Jefferies Downgrades Xiaomi to Underperform with Target Price of HKD 25.49

Xiaomi Q1 2026 Report: Profits Halved, Strategic Shift from Light to Heavy Asset Model

Xiaomi's MiMo LLM APIs Permanently Cut Prices by Up to 99%

Xiaomi Auto 2026 Q1 Earnings: Deliveries Up 6.6% But Profit Turns to Loss Again, YU7 Becomes Main Delivery Driver

Xiaomi Q1 2026 Revenue and Profit Drop, Auto Business Up 6.9% but Still Loss-making

Xiaomi Group Adopts New Share Buyback Plan, to Repurchase up to 20 Billion HKD in 12 Months

Xiaomi Group Releases and Opens Source Xiaomi Robotics-0 Model, Announces Q1 Performance and Global Retail Expansion

Xiaomi Group Repurchases Over 8.4 Billion HKD in 2026, Exceeding Full-Year Total of Previous Year

Xiaomi Group Announces Q1 2026 Results: Smart EV Revenue Hits 19 Billion RMB

Xiaomi Group Q1 R&D Spending Hits 8.95 Billion RMB, Beating Estimates

Xiaomi Group Q1 Adjusted Net Profit 6.072 Billion, Down 43.1% YoY

Xiaomi Group Releases Q1 Earnings: Revenue 99.14 Billion, Net Profit 4.72 Billion

Xiaomi Releases Xiaomi Auto World Model Framework, Achieving Coupling of 3D Reconstruction and Video Generation

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TIMES UNI GP

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FUJING HOLDINGS

TEAMWAY INTL GP

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Xiaomi has launched the 17T and 17T Pro, featuring the largest batteries in its international phones, with the 17T at 6,500mAh and the Pro at 7,000mAh. These models prioritize performance over photography, promising up to two days of usage. This marks a significant upgrade from previous international offerings, although larger batteries have been seen in China-only models.

- Xiaomi has introduced the 17T and 17T Pro, larger and more affordable versions of its flagship 17 series.  
- The 17T features a 6,500mAh battery, while the 17T Pro boasts a 7,000mAh battery, designed to last up to two days.  
- These models highlight Xiaomi's focus on performance with significant battery capacities compared to previous international releases.

The Verge

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Xiaomi Corporation

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Xiaomi HK SDR 2to1

Xiaomi 17T Pro arrives with the company’s biggest battery yet

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Recent reductions in prices by leading Chinese AI laboratories have significantly lowered the cost of their models in comparison to GPT-5.5 and Claude Opus. The price cuts have made the models only a fraction of the original cost, marking a significant decrease in the market value.

Unusual Whales

Xiaomi's DeepSeek slashes AI development cost by 99%, outpricing American labs & GPT-5.5 and Claude Opus models.

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MINIMAX-W(00100) rose 10.53%, with a trading turnover 2.8 Billion HKD, and a year-to-date rose 415.2%. CATL(03750) rose 6.38%, with a trading turnover 4.4 Billion HKD, and a year-to-date rose 40.7%. SANHUA(02050) fell 4.89%, with a trading turnover 594.3 Million HKD, and a year-to-date fell 9.7%. XIAOMI-W(01810) fell 4.57%, with a trading turnover 8.3 Billion HKD, and a year-to-date fell 27.7%.

- The Hang Seng Index fell by 1.06%, with a year-to-date decline of 1.2%, while the Hang Seng Tech Index decreased by 0.79% and is down 11% for the year.  
- MINIMAX-W (00100) rose by 10.53% with a trading volume of HKD 2.76 billion, marking a significant year-to-date increase of 415.2%.  
- Additionally, CATL (03750) increased by 6.38%, while SMC (02050) and Xiaomi Group (01810) dropped by 4.89% and 4.57%, respectively, with respective year-to-date declines of 9.7% and 27.7%.

Top Gainers&Losers

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Top 5 HK Stock Gainers/Losers (>100B) (5.27)

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0527 | Dolphin Research Focus: 🐬 Macro/Industry1) Per the National Bureau of Statistics (NBS), profits at industrial enterprises above designated size rose 24.7% in Apr., accelerating from 15.8% in Mar. This is the fastest pace since Nov-2023.Earnings recovery was evident, led by equipment manufacturing and high-tech manufacturing. AI-driven demand and a rebound in PPI were the main drivers.However, upstream-downstream divergence persists and the domestic-demand repair is not yet firm, so earnings sustainability bears watching. This is supportive for a repair in A-share manufacturing and cyclical sectors...

CATL lands a large-scale ESS project in Europe; MU tops RMB 1tn mkt cap as memory rally continues | Daily News Recap

Below is Dolphin Research's Trans of Xiaomi Corp.'s FY26 Q1 earnings call. For our take on the results, cf. 'Xiaomi: Questioning Life? The worst is behind us'.I. $XIAOMI-W(01810.HK) core takeaways recap. 1) Shareholder returns: YTD 2026, the company has repurchased approx. HK$8.4bn in the open market, already exceeding last year's total buybacks. 2) Overall performance: Q1 revenue of RMB 99.1bn, Adj. net profit of RMB 6.1bn; overall GPM at 22%...

Xiaomi (Trans): Paid tokens >30%; confident of hitting 550k vehicles target

$XIAOMI-W(1810.HK) released its Q1 2026 results after the HK close on May 26 (Beijing time), covering the quarter ended Mar 2026. Key takeaways: 1) Overall performance.Revenue was RMB 99.1bn (-11% YoY). The decline was mainly dragged by smartphones and autos, with legacy businesses (smartphones and AIoT) down 14.5% YoY.GPM was 22% (-80bps YoY). The YoY contraction mainly reflected lower smartphone and auto margins...

Xiaomi: Rock bottom? The worst is over

Xiaomi 1Q26 First Take: Results were broadly in line with market expectations. The YoY revenue decline was driven mainly by legacy segments, namely smartphones and IoT. Data this quarter indicate Xiaomi still faces meaningful operating pressure. Smartphones and IoT posted double-digit YoY declines, and the auto biz saw a clear slowdown in growth and GPM. From a share-price lens, the drop from HK$60 to around HK$30 has largely priced in memory shortages, weak smartphones, and cooling sentiment on Xiaomi Auto. From this print, the focus should be on what held up better. ① Smartphones and IoT saw a notable QoQ rebound in GPM. The improvement was clear this quarter. ② The decline in auto ASP and GPM this quarter was mainly a one-off effect from purchase-tax subsidies. Dolphin Research believes memory shortages persist, but Xiaomi prioritized allocation to higher-ASP products, stabilizing margins on legacy hardware. Once the YU7 order pool is digested, the subsidy-driven erosion of ASP and GPM should abate. Overall, Xiaomi still faces memory-related constraints, and legacy segments are unlikely to shine near term, but hardware GPM has held. The main swing factor is autos: management previously guided for 550k units for the full year (~+33% YoY). Relying on the current YU7 and SU7 alone makes that target challenging, so stronger new launches will be needed. More to come in Dolphin Research's follow-up take and Trans. $XIAOMI-W(01810.HK) $Xiaomi Corporation(XIACY.US)

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Xiaomi's EV business reported an operating loss of 3.1 billion yuan ($460 million) in Q1, despite a 6.57% increase in vehicle deliveries to 80,856. The loss was attributed to a product transition and the Spring Festival holiday. Revenue from innovative businesses rose 6.9% year-on-year to 19.9 billion yuan, with the EV segment generating 19 billion yuan. Xiaomi aims to deliver 550,000 vehicles in 2026 and plans to enter overseas markets in 2027.

- In the first quarter of 2026, Xiaomi's EV business reported an operating loss of 3.1 billion yuan ($460 million), primarily due to product transitions and the Spring Festival holiday's impact.  
- The company delivered 80,856 vehicles during this period, showing a 6.57 percent year-on-year growth, with significant contributions from the new-generation SU7 sedan.  
- Xiaomi aims for a total of 550,000 vehicle deliveries in 2026 and plans to expand into international markets, starting with Europe in late 2027.

CnEVPost

Hwabao WP CSI Intelligent Electric Vehicle ETF

Guotai CSI 800 Automobile and Parts ETF

Hua Xia CSI New Energy Vehicles ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

Xiaomi's EV business posts Q1 operating loss despite delivery growth

AASTOCKS News

*XIAOMI-W 1Q Adj. Net Profit Dives 43.1% YoY to RMB6.072B

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0526 | Dolphin Research Focus: 🐬 Macro/Industry. 1) The US and Iran reached a framework for an MoU; Iran would reopen the Strait of Hormuz within 30 days of signing, the US would unfreeze $12bn of Iranian assets, and both sides would implement a ceasefire.This would significantly ease near-term Middle East tensions and stabilize the global energy supply chain (about 30% of crude flows through the strait). It supports a pullback in oil and a rebound in energy stocks.However, the arrangement is temporary and does not address core issues such as Iran's nuclear program. Longer-term execution remains uncertain.2) Hang Seng Indexes Company announced the results of its regular quarterly index rebalancing. ...

BEKE rolls out HK buyback shield; Xiaomi faces earnings test tonight | Daily News Recap

Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 23 – June 3, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5
⭐️ Every week's “Best Health Check‑up” get an extra SGD 5 cash voucher!🚀 Start your portfolio check up now!🔎 More details: https://longbridge.com/topics/100000000601111?channel=WHAB0001

Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 23 – June 3, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5 ⭐️ Every week's “Best Health Check‑up” get an extra SGD 5 cash voucher!🚀 Start your portfolio check up now!🔎 More details: <a href="https://longbridge.com/topics/100000000601111?channel=WHAB0001">https://longbridge.com/topics/100000000601111?channel=WHAB0001</a>

My Portfolio Health Check

The negative news has landed; now we wait for takeoff. It may stay silent, but when it does make a sound, it will amaze everyone. NowS has also recovered a bit of blood. If papl falls again, I'll clear the position without hesitation. Buying a bit of Micron to test the wind, ready to add or retreat at any time.

Micron Tech

PINEAPPLE FINANCIAL INC

Pineapple Financial

Week 6 - Xiaomi Diary

Today’s Key News Recap

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Microsoft

Ranks in the top 50% of account holders by rate of return
Calculated based on your Longbridge (Singapore) A/C

Rate Of Return

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Alibaba HK SDR 5to1

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Every small step accumulated progressively into miles ahead.

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Yes. A pull back to HKD 25 is definitely a good buy. Thanks 👍

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Doesn’t align with this piece of news. How come ? 🤔

Featured

$XIAOMI-W(01810.HK)Xiaomi 1Q 2026 Results Drop!Next-generation momentum is building fast for Xiaomi. Key highlights from today’s 1Q 2026 earnings include:💰 Revenue: RMB 99.1 Billion🎯 Adjusted Net Profit: RMB 6.1 Billion🚗 EV Deliveries: 80,856 vehicles (with over 80k locked-in orders for the New-Generation SU7!)📱 Phone Shipments: 33.8 million units, holding strong at Global No. 3🚀 R&amp;D Investment: RMB 9.0 Billion (+33.4% YoY)Impressive operational efficiency despite a tough macro climate! Below are the summary of the key metrics.

I think it is a little premature for us to conclude that inflation is not going to be a concern for Singapore as the Middle East war started on 28 Feb.

🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat &amp; earn Task Coins!

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Will I get money if I guess right? Haha

whatever the CPI, my equal weighted portfolio of banks and REITs keeps me eoughly neutral to these noises. Both happily spitting out dividends for reinvestment.

UBXIAMI@EC2611A(29708.HK)

Xiaomi 17T Pro arrives with the company’s biggest battery yet

Xiaomi's DeepSeek slashes AI development cost by 99%, outpricing American labs & GPT-5.5 and Claude Opus models.

Top 5 HK Stock Gainers/Losers (>100B) (5.27)

CATL lands a large-scale ESS project in Europe; MU tops RMB 1tn mkt cap as memory rally continues | Daily News Recap

Xiaomi (Trans): Paid tokens >30%; confident of hitting 550k vehicles target