$XIAOMI-W(01810.HK) My humble opinion: 1. As a small employee of a Huawei/Xiaomi/OPPO/Vivo company, the price increase in storage and other hardware has too big an impact on mobile phone profits, and the performance pressure is huge.
2. Xiaomi is different from other mobile phone companies; the proportion of its automotive business is growing, which is a good thing. However, it can be seen that as an assembly plant, Xiaomi lacks high barriers. Now everyone is competing on car paint colors and shamelessly copying designs without limits. Competition is intensifying, and Xiaomi is just the first to get a taste of the crab.
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