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Citigroup expects Xiaomi's fourth-quarter results, to be announced on the 24th of this month, to fall short of market expectations, forecasting a year-on-year decline of 35% in adjusted net profit to RMB 5.4 billion, lower than institutional investors' expectations of RMB 6 billion to 7 billion. Citigroup has lowered its target price for Xiaomi to RMB 42 and reduced its earnings per share forecast by 5% to 7%. The bank has given Xiaomi a "Buy" rating, with short-term catalysts including earnings guidance and new product launches

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Xiaomi Corporation

Citi expects Xiaomi's quarterly results to be below expectations, lowering the target price to 42 yuan

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Xiaomi Automobile announced that in February, it added 6 new stores, bringing the total to 488 stores across 141 cities nationwide; in March, it plans to add 2 more stores, expected to cover 2 new cities including Jining and Qujing; as of February 28, there are already 275 service outlets nationwide, covering 159 cities. In addition, the company disclosed that for the Xiaomi YU7, there is no need to wait to buy a car, with the fastest delivery in 2 hours, and a 7-year low-interest discount available, with a down payment starting at 99,900 RMB (the same below) and a minimum monthly payment of 1,999 RMB. There is also a 3-year interest-free option available

First Trust S-Network Future Vehicles & Tech ETF

E Fund CSI Auto Components Thematic ETF

Guotai CSI 800 Automobile and Parts ETF

Max Auto Industry 3X Leveraged ETN

Hwabao WP CSI Intelligent Electric Vehicle ETF

Hua Xia CSI New Energy Vehicles ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

Xiaomi Auto added 6 new stores in February, and the Xiaomi YU7 can be picked up in as fast as 2 hours

Bank of America Securities has lowered the target price for Xiaomi to 45 yuan, maintaining a "Buy" rating. It is expected that the adjusted profit for the fourth fiscal quarter of 2025 will be 5.3 billion yuan, a year-on-year and quarter-on-quarter decline. The company's revenue forecast has been cut by 11% due to a slowdown in smartphone shipments and pressure on the IoT business, with the gross margin expected to decline by 1.8 percentage points to around 21%. The electric vehicle shipment is expected to be 570,000 units, higher than the guidance. The net income forecast has been lowered by 8% to 31%, reflecting risks in smartphones and a weak trend in electric vehicles

According to "The Big Banks," Bank of America Securities has lowered the target price for Xiaomi to 45 yuan and reiterated a "Buy" rating

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On March 2nd, the Hong Kong stock market was affected by profit-taking, with the three major indices experiencing significant declines during the session. The Hang Seng Tech Index fell by 2.86%, leading the decline. The internet, hardware, and retail sectors generally weakened, with Xiaomi Group down 4.93% and Baidu down 4.04%. Despite the market adjustment, individual stocks like D&G TECH surged against the trend due to speculative factors. Market sentiment is cautious, and investors are closely monitoring the Hong Kong manufacturing PMI and liquidity changes

- On March 2, the Hong Kong stock market experienced significant declines across major indices, with the Hang Seng Index falling 2.57% to 25,945.88 points due to profit-taking pressures.  
- Key sectors such as retail and internet content suffered, with notable declines in Alibaba and Tencent shares, while macroeconomic factors like PMI and CPI data are closely monitored by investors for insights on local economic recovery.  
- Speculative trading was highlighted by sharp increases in stocks like Deji Technology and Sinopec, suggesting volatility amid broader liquidity concerns and geopolitical factors.

Market Heartbeat

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Hong Kong stocks intraday | Three major indices fell, technology stocks led the decline, Xiaomi Group dropped 4.93%, Baidu fell 4.04%

Xiaomi held the global launch event for the Xiaomi 17 Series in Barcelona, Spain. Xiaomi President Lu Weibing announced that the company will showcase its artificial intelligence achievements in the future and will enter into new collaborations with Leica. In addition, Xiaomi has partnered with Gran Turismo, allowing users to drive the Xiaomi SU7 Ultra in the game. Xiaomi will showcase its "people, vehicles, and home ecosystem" and AI technology at the Mobile World Congress (MWC). The group plans to invest an additional €24 billion in core technology fields between 2026 and 2030

Lu Weibing: Xiaomi's artificial intelligence achievements will be showcased, and an additional investment of 24 billion euros is planned in core technology areas

Xiaomi held the global launch event for the Xiaomi 17 Series in Barcelona, Spain. The international starting price of the Xiaomi 17 Ultra is €1,499 (approximately ¥12,100), while the starting price of the standard version of the Xiaomi 17 is €999 (approximately ¥7,792.2). In comparison, the price of the Xiaomi 17 Ultra on JD.com is ¥6,999, and the standard version is priced at ¥3,599

The starting price of Xiaomi 17 Ultra internationally exceeds 12,000 RMB, while the international standard version of Xiaomi 17 is priced at nearly 7,800 RMB

Xiaomi's Vision GT concept car will be unveiled today at the Mobile World Congress (MWC) in Barcelona, Spain. Xiaomi founder Lei Jun stated that Vision Gran Turismo is a future supercar concept car project designed for the GT simulation driving platform, and Xiaomi is the first Chinese brand invited to participate

Lei Jun: The Xiaomi Vision GT real car will be unveiled today

Lei Jun stated that tomorrow, the real car of Xiaomi VisionGT will be unveiled at the Mobile World Congress (MWC) in Barcelona, Spain

Wallstreetcn

Lei Jun: Xiaomi VisionGT will be released tomorrow

The Xiaomi 17 Ultra was globally launched in Barcelona, Spain on February 28, with a starting price of €1499 (approximately ¥12141.9). This represents a significant price difference compared to the official price of ¥6999 on JD.com. The phone is equipped with the Snapdragon 8 Gen 2 processor, a 6000mAh battery, and a Xiaomi HyperRGB display, with a peak brightness of 3500 nits

Xiaomi 17 Ultra international starting price exceeds 12,000

Xiaomi has launched several new gadgets ahead of the Mobile World Congress in Barcelona, including the Xiaomi 17 Ultra smartphone, which features a 200-megapixel telephoto camera and a partnership with Leica. The smartphone starts at €1,499, while a special Leica edition is priced at €1,999. Other products include an AirTag-like device, a slim power bank, and the Xiaomi Watch 5 smartwatch. The Xiaomi 17 Ultra Photography Kit is available for €99.99, and the Electric Scooter 6 Ultra starts at €329.99.

- Xiaomi launched several new gadgets, including the Xiaomi 17 Ultra smartphone featuring a 200-megapixel telephoto camera, a 6,000 mAh battery, and a Qualcomm Snapdragon 8 processor.  
- Other products introduced include an AirTag-like device, Electric Scooter 6 Ultra, and Xiaomi Watch 5 smartwatch, enhancing its presence in the EU and UK markets.  
- The Xiaomi 17 Ultra starts at €1,499, while the Leica edition is priced at €1,999, with accessories and additional devices also available for purchase.

TechCrunch

Xiaomi launches 17 Ultra smartphone, an AirTag clone, and an ultra slim powerbank

Xiaomi has launched its first Bluetooth tracker, the Xiaomi Tag, which features an elongated design and an integrated metal loop for easy attachment to keyrings or carabiners. Unlike Apple’s AirTag, it is compatible with both Apple's Find My and Google's Find Hub, but users must choose one during setup. The tracker is powered by a replaceable CR2032 battery, lasting up to a year.

- Xiaomi has introduced its first Bluetooth tracker, the Xiaomi Tag, which features a larger elongated design compared to Apple’s second-gen AirTags.  
- The tracker includes an integrated metal loop for easy attachment to keyrings or carabiners and supports both Apple’s Find My and Google’s Find Hub, though not simultaneously.  
- Powered by a replaceable CR2032 battery, the Xiaomi Tag has a battery life of up to a year.

The Verge

Xiaomi’s tracker doesn’t need a case to clip to your keys

Xiaomi has launched its latest flagship phones, the Xiaomi 17 and 17 Ultra, globally, alongside a Leica-branded Leitzphone edition of the Ultra. The 17 and 17 Ultra will be available soon in the UK, Europe, and select markets, with prices starting at £899 / €999 (about $1,200) for the 17 and £1,299 / €1,499 ($1,750) for the Ultra. There is no mention of the 17 Pro, which features an additional display next to the rear cameras.

- Xiaomi has launched its flagship phones, the Xiaomi 17 and 17 Ultra, while the 17 Pro is notably absent from the global release.  
- The 17 is priced at £899 / €999 ($1,200) and competes with the iPhone 17 and Samsung Galaxy S26, while the Ultra starts at £1,299 / €1,499 ($1,750).  
- The new models are set to be available soon in the UK, Europe, and select markets.

Xiaomi 17 is a small(ish) phone with a big(ish) battery

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Xiaomi has launched the Leica Leitzphone internationally, marking the first Leica-branded phone to be released outside Japan. This model is essentially a 17 Ultra with Leica branding and a rotatable camera ring, featuring minor design changes. The collaboration signifies a closer partnership between Xiaomi and Leica, as the latter has previously restricted the use of its logo on Xiaomi products.

- The Leitzphone has launched internationally, alongside the Xiaomi 17 Ultra.  
- This release marks the first Leica-branded phone outside Japan, following previous exclusive models.  
- The device features a rotatable camera ring and retains most characteristics of the 17 Ultra, highlighting a significant branding partnership as Leica allows Xiaomi to use its logo for the first time.

XIAOMI BT B5107

Xiaomi’s Leica Leitzphone mostly earns the name

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Xiaomi launched its flagship smartphones, the Xiaomi 17 and 17 Ultra, at the Mobile World Congress in Barcelona, maintaining prices despite a surge in memory chip costs. The Xiaomi 17 starts at 999 euros, while the Ultra starts at 1,499 euros. Memory prices have risen by 80-90% due to shortages, impacting the smartphone market, which is expected to decline by 12.9% in 2026. Analysts suggest that Xiaomi's reliance on mid-range devices may hinder its ability to absorb costs compared to competitors like Apple and Samsung. The company is also expanding its electric vehicle business, which has seen significant growth.

- Xiaomi launched the Xiaomi 17 and 17 Ultra at the Mobile World Congress in Barcelona on March 28, 2026, amidst surging memory chip prices.  
- The company maintained the prices of its flagship devices despite an 80%-90% increase in memory costs due to supply shortages focused on data centers for AI, with forecasts suggesting an overall smartphone market decline of 12.9% in 2026.  
- Analysts indicate that while Xiaomi's higher-end devices may not offset losses from the mid-range segment, its growing electric vehicle business is becoming a significant revenue source.

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Xiaomi launches flagship smartphone as memory price surge threatens sales

China’s big smartphone makers are planning their biggest price hikes in 5-years in March, due to surging memory chip costs, media report. China giants Oppo, OnePlus, Vivo, Xiaomi, iQoo, Honor may enact multiple price hikes this year, as smartphone LPDDR4 memory prices have already increased over 80% compared to the same time last year. The price of mid-range smartphones released over the past 2-months have already increased 200-600 Chinese yuan per unit. $Qualcomm(QCOM.US) #Mediatek $Micron Tech(MU.US) #Samsung #SKhynix #CXMT #YMTCSource: Dan Nystedt

Xiaomi HK SDR 2to1

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Qualcomm

Xiaomi for smartphone and EV which is a plus. Maybe biased asam always Xiaomi phone user$XIAOMI-W(01810.HK)

Just clear out your inventory quickly!

korbs23

$XIAOMI-W(01810.HK)Lei Jun will be presenting tonight on Xiaomi’s automotive safety system. Are you optimistic about it?I invested in Xiaomi primarily for its automobile ambitions. Some may argue that it is still too early and carries significant risk, but I am confident in the long-term potential and intend to stay invested to capture its growth.

IDC sees global smartphone shipments falling 12.9% this year to 1.12 billion units amid “a tsunami-like shock originating in the memory supply chain” that will hit all consumer electronics. Low-end phones will suffer most as high memory prices make sub-$100 smartphones (171 million units) “permanently uneconomical”. 1/2 $Alphabet(GOOGL.US) $Apple(AAPL.US) $Qualcomm(QCOM.US) #MediaTek #Xiaomi #oppo #smartphone $Micron Tech(MU.US) #Samsung #SKhynixSource: Dan Nystedt

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Today’s Key News Recap

0224 | Dolphin Research Focus: 🐬 Macro/Industry. Trump signaled a preference for a diplomatic deal over military action on the Iran issue. Geopolitical tensions cooled quickly, and the Geneva talks on Feb 26 remain on schedule.Gold's safe-haven premium is fading. Middle East risks still imply potential conflict. U.S. monetary policy remains the core driver of gold.AI: Leading player Anthropic will host an online livestream. Scheduled at 9:30 a.m. ET on Tue (10:30 p.m. Beijing time)...

Warner Bros. Discovery

Paramount Skydance Corporation - CL B

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CTG Duty Free hits limit-down on a negative surprise; Lei Jun sets '15-5' hardcore chip push | Daily News Recap---

That's right. Good companies won't be affected much. Most of their business is in China. Happy Chinese New Year.

2026 Resolution-Trade like professional . Do not FOMO. Keep more cash.

XIAOMI

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上週末，趁着國內臨近春節，美國又耍了個&#34;小手段&#34;，其國防部一度宣佈將包括阿里、百度、比亞迪在內的多家公司納入 Chinese Military Companies、即 CMC 清單。導致阿里等受影響的公司股價盤前一度跳水，但隨後美國防部又 “玩鬧式” 地迅速將此公告撤回了，相關公司最後也收回了大多數跌幅。實際上，美國的這種 “小手段” 已用過多次，海豚君在此前的《中概退市：這次 “狼真會來”？別怕，不是末日！》中有過比較詳細的討論，多少有些見怪不怪了。首先，被納入 CMC 清單的直接影響只是 -- 被禁止與美國國防部及其相關方進行合作往來，但不會直接影響美國資金投資於 CMC 清單內的企業，和直接影響民間的生意往來。只有被納入 “升級版” 的 NS-CMIC 清單內的企業才會被直接禁止美國資金對其進行投資，進而對相關公司股價產生實際性影響。但該 “NS-CMIC” 名單自 21 年 12 月後就再無更新。此前，小米和騰訊也曾短暫被納入國 CMC 清單，但隨後經過上述或溝通都被移出了清單，短暫的恐慌性下跌反而給了不錯的入場機會。結合這個小動作的時間節點，和發佈後又立刻撤回的操作，海豚君當前傾向於這更多隻是美國趁着國內喜慶過年時故意 “噁心”、並試探一下中方政府的態度，為特朗普可能在 4 月的訪華談判上一些籌碼。綜上，海豚君目前覺得大概率不會有什麼實質性的影響，但也不能排除之後美國不會又再有拉扯，把撤回的公告再發布出來，保持關注吧。$Alibaba(BABA.US) $Baidu(BIDU.US)

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0212 | Dolphin Research Focus: 🐬 Macro/Industry 1) Doubao announced that its video-generation model Seedance 2.0 is now integrated into the Doubao app, desktop client, and web version. Users can create 5s/10s short videos from text prompts and produce clone-style videos, with upgrades to image quality, generation speed, and content fidelity. Leveraging ByteDance's ecosystem should accelerate user adoption and engagement, pushing AIGC toward mainstream, practical use...

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LLMs race ahead as AI apps surge; Apple revamps Siri amid tech bottlenecks｜Daily News Recap

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...

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

Patty

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.

jackson beat it

$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?

HS#XIAMIRC2608O(65123.HK)

Citi expects Xiaomi's quarterly results to be below expectations, lowering the target price to 42 yuan

Xiaomi Auto added 6 new stores in February, and the Xiaomi YU7 can be picked up in as fast as 2 hours

According to "The Big Banks," Bank of America Securities has lowered the target price for Xiaomi to 45 yuan and reiterated a "Buy" rating

Hong Kong stocks intraday | Three major indices fell, technology stocks led the decline, Xiaomi Group dropped 4.93%, Baidu fell 4.04%

Lu Weibing: Xiaomi's artificial intelligence achievements will be showcased, and an additional investment of 24 billion euros is planned in core technology areas