MSXIAMI@EC2709A

Xiaomi Officially Kicks Off its 2026 '618' Shopping Festival Promotion

Xiaomi to Launch 17T Series Smartphones for Overseas Markets on May 28

Xiaomi EV Reportedly Taps New Battery Suppliers for Second Brand to Optimize Supply Chain

Xiaomi Auto Announces YU7 GT Breaks Nürburgring SUV Lap Record

XIAOMI-W to Release FY2026 Q1 Earnings on May 26 Pre-Market (BJT), Forecast Revenue HKD 116.1 B, EPS HKD 0.2054

Xiaomi establishes new subsidiary for battery and electric motor production

Xiaomi Group Spends 100 Million HKD to Repurchase 3.3 Million B-Class Shares on May 18

Xiaomi, Apple, and Huawei Ignite Price War Ahead of 618 Shopping Festival

Xiaomi Announces Opening of Official Mi.com Online Store in the Philippines

Citi Credit Lion Cuts Xiaomi Target Price to 41 HKD, Predicts Weak Q1 Performance

Xiaomi-W spent approx. 100 million HKD to repurchase 3.256 million shares last Friday

Xiaomi Lei Jun Announces: May 21 Evening Launch of YU7 GT and Multiple New Products

Xiaomi to Launch YU7 GT on May 21

Xiaomi's payment arm, Jiefu Ruitong, fined 1.671 million yuan for anti-money laundering violations

Xiaomi may offer larger capacity battery upgrade service for older phones

Xiaomi President Lu Weibing: Memory Price Hike May Push Flagship Phones Over 10,000 RMB in Second Half of Year

Xiaomi Kicks Off 618 Promotion, President Calls it the Best Time to Buy This Year Amid Rising Memory Prices

Xiaomi Launches New 17T Series Phones for Overseas Markets

Sina Finance: Xiaomi Registers Multiple New Car Trademarks, Plans to Intensively Launch Four New Models in 2026 to Expand Market Scale

HINSANG GROUP

RIVERINE CHINA

PASHUN INT RTS

BRAINAURORA-B

SOFTMEDX

GOLDENPOWER

ZHONGKE GROUP

VISION SYNERGY

GEMILANG INTL

GHPC

01810

159323

515030

516110

159565

Xiaomi's YU7 GT SUV set a new Nürburgring Nordschleife record with a lap time of 7:34.931, surpassing the Audi RS Q8 Performance. The high-performance SUV, featuring 990 horsepower, will officially launch in China on May 21. Xiaomi has showcased display vehicles in 268 stores across 82 cities to build anticipation. The YU7 GT is priced around 400,000 yuan, targeting the premium market segment.

- The Xiaomi YU7 GT achieved a lap time of 7:34.931 minutes at the Nürburgring Nordschleife, surpassing the previous record held by the Audi RS Q8 Performance.  
- The SUV, featuring 990 horsepower and scheduled for launch in China on May 21, marks a significant milestone for Chinese automotive brands and is the first certified lap record by a Chinese professional driver at the track.  
- Xiaomi plans to enhance its premium market presence with the YU7 GT, which is expected to be priced around 400,000 yuan, complemented by display vehicles available in 268 stores across 82 cities.

CnEVPost

XIAOMI-W

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

Hua Xia CSI New Energy Vehicles ETF

Guotai CSI 800 Automobile and Parts ETF

E Fund CSI Auto Components Thematic ETF

Xiaomi Corporation

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi YU7 GT breaks Nürburgring SUV record ahead of official launch

CARZ

516380

DRIV

Xiaomi is introducing new battery suppliers, Sunwoda and CALB, for its second auto brand, Skynomad, targeting the extended-range SUV market. The first model, Kunlun N3, is set to launch in late 2026, featuring a large battery pack and a price around 200,000 yuan. This strategic shift aims to reduce reliance on existing suppliers and enhance supply chain management, as Xiaomi seeks to compete in the family SUV segment dominated by Li Auto and Aito.

- Xiaomi is partnering with battery suppliers Sunwoda and CALB for its first model, Kunlun, under the new sub-brand Skynomad, aiming to optimize supply chain management.  
- Skynomad's Kunlun N3 SUV, launching in late 2026, targets the family market with a competitive price around 200,000 yuan and an electric range of 400 to 500 kilometers.  
- This strategic shift from relying on CATL and BYD reflects Xiaomi's intent to enhance supply chain versatility amid fierce competition in China's battery market.

Li Auto

First Trust S-Network Future Vehicles & Tech ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

Global X Autonomous & Electric V

SUNWODA

CALB

LI AUTO-W

CATL

BYD COMPANY

CATL HK SDR 30to1

BYD HK SDR 10to1

BYD Company

BYD Company Limited

BYD COMPANY-R

Xiaomi EV reportedly taps new battery suppliers for second brand to target EREV market

DXYZ

SPCX

09868

XPEV

00700

80700

TCTZF

TCEHY

HTCD

02015

SpaceX

81810

HXXD

XIACY

0518 | Dolphin Research Focus: Macro/Industry. NBS data show Jan–Apr retail sales at RMB 16.49tn (+1.9% YoY).Apr alone was RMB 3.72tn, up just 0.2% YoY. Ex-auto retail rose 3.1% YoY, online retail +6.6%, and restaurant revenue +3.8%.The recovery remains weak, with Apr growth nearly stalling. Auto demand dragged and consumer confidence stayed soft, while online and services held up better, highlighting a clear divergence...

Xiaomi YU7 GT launches Thu; Li Auto L9 misses ests., shares plunge | Daily News Recap

POAHY

00981

HSMD

688981

01179

HTHT

AMAT

09863

0515 | Dolphin Research Focus: 🐬 Macro/Industry 1) Today is Jerome Powell's final day as Fed Chair, and Kevin Warsh begins his first term. On the same day, Governor Stephen Miran tendered his resignation and will step down as Warsh takes office.The leadership change opens a window for a policy shift at the Fed. Warsh, a hawk, advocates QT plus rate cuts and may tweak the inflation framework.Miran voted against at all six FOMC meetings; his exit weakens the dovish camp. In the near term, this heightens uncertainty around monetary policy, affecting global liquidity and asset pricing...

Xiaomi YU7 GT slated for end-May launch; XPeng GX flagship to debut next week | Daily News Recap

Xiaomi EV has unveiled its new YU7 GT model in 'Crimson Red', set to launch in late May. The high-performance electric SUV features up to 990 hp, a top speed of 300 km/h, and a range of 705 km. Priced between 450,000 and 500,000 yuan, it aims to balance performance and comfort, distinguishing itself from the SU7 Ultra. The YU7 GT is designed for long-distance travel and has undergone rigorous testing at Germany's Nürburgring Nordschleife.

- The Xiaomi YU7 GT is a high-performance electric SUV set to launch in late May, featuring up to 990 hp and a 705 km electric range.  
- Unlike the SU7 Ultra, it focuses on balancing performance with long-distance comfort rather than pure track capabilities.  
- Priced between 450,000 yuan ($66,320) and 500,000 yuan, the YU7 GT aims to enhance Xiaomi's position in the high-end EV market.

Xiaomi EV reveals 'Crimson Red' YU7 GT ahead of late May launch

China Renaissance analyst maintained a Buy rating on Xiaomi yesterday and set a price target of HK$47.70. The company’s shares closed yesterday at HK$31.80.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Currently, the analyst consensus on Xiaomi is a Strong Buy with an average price target of HK$42.83.

- China Renaissance analyst maintained a Buy rating on Xiaomi and set a price target of HK$47.70.  
- The company’s shares closed at HK$31.80, with the analyst consensus indicating a Strong Buy and an average price target of HK$42.83.  
- This suggests positive market sentiment towards Xiaomi's stock performance.

Tip Ranks

XIAOMI BT B5107

XIAOMI BT B2712

CR HOLDINGS

XIAOMI BT N3004

XIAOMI BT B3107

Xiaomi (XIACF): New Buy Recommendation for This Technology Giant

09896

MNSO

01698

09992

HPPD

09988

89988

HBBD

BABA

0513 | Dolphin Research Focus: 🐬 Macro/Industry 1) On May 12, the Bureau of Labor Statistics reported April CPI rose 0.6% MoM and 3.8% YoY, with core CPI at 2.8% YoY, all higher vs. prior. Energy and shelter remain the key drivers.Inflation proved stickier than expected. Most on Wall St. now expect the Fed to delay cuts, implying a higher-for-longer rate path.2) On May 12, the U.S. Senate voted 51–45. It confirmed Kevin Warsh as a Fed Governor...

New AI collaboration features ignite MiniMax; Xiaomi 17 Max big-screen flagship debuts | Daily News Recap

J.P. Morgan analyst maintained a Hold rating on Xiaomi yesterday and set a price target of HK$35.00.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Currently, the analyst consensus on Xiaomi is a Strong Buy with an average price target of HK$42.82.

- J.P. Morgan analyst has maintained a Hold rating on Xiaomi and set a price target of HK$35.00.  
- The current analyst consensus on Xiaomi is a Strong Buy, with an average price target of HK$42.82.  
- This suggests a bullish outlook from the broader market despite the analyst's more conservative stance.

JPMorgan Chase

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

J.P. Morgan Keeps Their Hold Rating on Xiaomi (XIACF)

Xiaomi EV delivered 36,702 cars in April, with the new-generation SU7 contributing 73% of sales. The SU7 saw 26,826 units delivered in its first full month, marking a 240.35% increase from March. The YU7 SUV delivered 9,876 units, down 27.16% from the previous month. The company aims for 550,000 units in 2026 and plans to enter overseas markets by 2027, starting with Europe. The surge in orders for the SU7 was driven by the end of initial launch benefits.

- Xiaomi EV delivered 36,702 cars in April, with the new-generation SU7 sedan accounting for over 70% of sales, leading to a 28.40% increase year-on-year.  
- The SU7 achieved 26,826 deliveries in April, marking a 240.35% rise from March, while the YU7 SUV saw a 27.16% decline to 9,876 deliveries.  
- Xiaomi's ambitious 2026 target is 550,000 units, requiring a 34% increase from 2025, and plans to enter international markets in late 2027.

Xiaomi EV delivers 36,702 cars in April, SU7 contributes 73%

Today’s Key News Recap

Destiny Tech100

SPAC & New Issue ETF

XPENG-W

XPeng

TENCENT

TENCENT-R

Tencent Holdings Limited

Tencent

Tencent HK SDR 10to1

Porsche

SMIC

SMIC HK SDR 5to1

HWORLD-S

H World

Applied Materials

LEAPMOTOR

Hi Fattycat! I personally don't invest in US market hence no comments on Bilibili. Congratulations and very nice job of locking in your profits for JD! The rest of your HK stocks are made up of very strong (and cash-rich) companies, I am equally confident that these companies will perform very well in the mid to long term :)

KopiPeng

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 21 – June 1, 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 21 – June 1, 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

[Week 4] Portfolio Health Check: Post-Earnings Rebalancing 📈🔄1️⃣ Current HoldingsI have made some major moves this week to rebalance my exposure. My sector distributions have shifted significantly:🟢 Automobiles: 26.44% (BYD)🟢 Interactive Media &amp; Services: 22.10% (Tencent &amp; Bilibili)🟢 Broadline Retail: 24.06% (Alibaba &amp; JD)🟢 Tech Hardware &amp; Peripherals: 17.09% (Xiaomi)My largest conviction has shifted to BYD (26.44%), followed by my new entry, Tencent (20.66%). I have also increased my US stake in Bilibili.😁2️⃣ Earnings WatchAfter the JD and Alibaba reports, my focus now shifts to the tail end of the month:🟢 Bilibili: 19 May 2026 (Tuesday)🟢 Xiaomi: 26 May 2026 (Tuesday)I will be watching to see if Xiaomi’s hardware margins and Bilibili’s user monetisation can beat market expectations.3️⃣ Portfolio ReactionI followed through on my plan to lock in profits! I trimmed JD significantly (from 800 to 200 shares) and its current P/L has jumped to +12.70% following a positive earnings reaction. Alibaba remains my strongest anchor at +24.37%.Newcomer Tencent is currently flat (-0.64%) while BYD (-4.74%) and Bilibili (-8.05%) are facing some short-term pressure.4️⃣ Next PlanWith the capital freed up from the JD sale, I have established a position in Tencent and added to BYD. My next move is to wait for the Xiaomi and Bilibili earnings before making further adjustments. I am keeping my cash reserves flexible for any “buy the dip” opportunities in the HK tech sector. 5️⃣ Risk CheckMy concentration risk has improved! My top two holdings now represent 47.1% of my portfolio (down from 66%+ last week). I acknowledged that I am still heavily invested in Hong Kong market however adding Tencent provides a more stable, cash-flow-rich pillar to my strategy. Progressing toward a more balanced “All-Weather” setup! ⚖️

BABA-W

JD-SW

BILIBILI-W

Bilibili

Alibaba

BABA-WR

Alibaba HK SDR 5to1

JD-SWR

JD.com

Hanging on!Battered and bruised...

Lion-OCBC Sec HSTECH S

ThaiBev

Continue to hold Xiaomi this week. Also bought now service. AI's mispricing of SaaS applications like now service will gradually be corrected, bullish on a return to $200. Seize the opportunity and wait for the flowers to bloom.

ServiceNow

Direxion FTSE China Bear 3X

Week 4: Continue to be firmly bullish on Xiaomi

MediaAlpha

Miniso

TME-SW

Tencent Music

POP MART

POP MART HK SDR 20to1

MINIMAX-W

$Xiaomi HK SDR 2to1(HXXD.SG)Dca now

Latest new: Xiaomi EV delivered 36,702 cars in April, with the SU7 electric sedan contributing more than 70%, according to data released Monday by the China Passenger Car Association (CPCA).😁

XIAOMI

Fattycat

JD Return Rate

BABA Diamond Holder

只想暴富

📈 Share your trades, earn SGD $2 per post! 
How to join: post your P/L + 20-word insight in English
Learn, connect, and cash in! 🚀

📈 Share your trades, earn SGD $2 per post! How to join: post your P/L + 20-word insight in English Learn, connect, and cash in! 🚀

Trade Showcase

$XIAOMI-W(01810.HK)Buy low and sell high. Invest in great companies with a strong margin of safety so you can sleep well at night.One of Warren Buffett’s best quotes is: Be fearful when others are greedy and you have to be greedy when others are fearful.I invest in Xiaomi because I see strong long-term potential in the company. How about you?

MSXIAMI@EC2709A(29312.HK)

Xiaomi YU7 GT breaks Nürburgring SUV record ahead of official launch

Xiaomi EV reportedly taps new battery suppliers for second brand to target EREV market

Xiaomi YU7 GT launches Thu; Li Auto L9 misses ests., shares plunge | Daily News Recap

Xiaomi YU7 GT slated for end-May launch; XPeng GX flagship to debut next week | Daily News Recap

Xiaomi EV reveals 'Crimson Red' YU7 GT ahead of late May launch