SGXIAMI@EC2608A

Xiaomi EV delivered 39,002 vehicles in January

Southbound funds recorded a net purchase of over HKD 1 billion in Xiaomi Group on February 12

Xiaomi Group-W repurchased 4,050,000 shares at a cost of approximately HKD 148 million

Xiaomi Auto issues a statement supporting the 'Compliance Guidelines for Price Behavior in the Automotive Industry' released by the State Administration for Market Regulation

CEO Lei Jun of Xiaomi Group Releases Sales Data and Strategy for Xiaomi YU 7

Xiaomi's Wuhan Subsidiary Increases Registered Capital to 5.3 Billion Yuan

Rumors suggest Xiaomi may launch the Pad 8 series at MWC 2026

Xiaomi Group Open Sources Xiaomi-Robotics-0 Vision-Language Model

Research firm reports Xiaomi's smartphone sales declined in China in January 2026

Xiaomi is rumored to be preparing native AI-powered features for its HyperOS

Lei Jun says a specific Xiaomi car model ranked first in sales in January 2026

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"

BOER POWER

WAI CHUN GROUP

HUAYUEXPRESSWAY

ASIA ENERGY LOG

KNOWLEDGE ATLAS

HING LEE (HK)

JH EDUCATION

TBKS HLDGS

SIMPLICITY HLDG

AAPB

AAPX

AAPU

AAPL

China's smartphone sales dropped 23% year-on-year in January, attributed to a high base from 2025 and changes in Chinese New Year promotions, according to Counterpoint Research. Huawei maintained its leading position despite a 27% decline in sales. Most domestic brands experienced significant declines, with Xiaomi seeing a 36% drop. In contrast, Apple was the only major brand to report growth, with an 8% increase in sales, driven by strong demand for the iPhone 17 series.

- China's smartphone sales decreased by 23% in January year-on-year, attributed to a high base in 2025 and changes in Chinese New Year promotion timing.  
- Huawei remained the leading brand despite a 27% decline, while domestic brands faced double-digit sales drops, with Xiaomi experiencing the largest decline at 36%.  
- In contrast, Apple was the only major brand to show growth, with an 8% increase in sales driven by strong demand for the iPhone 17 series.

Reuters

GraniteShares 2x Long AAPL Daily ETF

T-Rex 2X Long Apple Daily Target ETF

Direxion Daily AAPL Bull 2X Shares

Apple

XIAOMI-W

China's January smartphone sales down 23% Y/Y, says Counterpoint

DUOL

TMUS

603020

SIRI

COIN

01810

81810

HXXD

XIACY

00100

BYTED

02513

SHOP

09999

NTES

09899

ABNB

AMAT

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...

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

09988

601899

KBAB

BABA

03690

00700

BABX

The short selling amount in the Hong Kong stock market reached HKD 16.05 billion in the half-day session, accounting for 15.3% of the total shortable shares traded. The main shorted stocks include Meituan-W with a short selling ratio of 31.8% and a short selling amount of HKD 1.15 billion; Zijin Mining with a short selling ratio of 35.2% and a short selling amount of HKD 1.06 billion; Tencent Holdings with a short selling ratio of 6.8% and a short selling amount of HKD 850 million; Xiaomi Group-W with a short selling ratio of 25.4% and a short selling amount of HKD 730 million; Alibaba-W with a short selling ratio of 12.5% and a short selling amount of HKD 600 million

AASTOCKS

BABA-W

Xiaomi Corporation

Zijin Mining

KraneShares 2x Long BABA Daily ETF

Tencent Holdings Limited

Alibaba

ZIJIN MINING

Tencent

MEITUAN

TENCENT

BABA 2x Long Daily ETF - GraniteShares

The short selling in Hong Kong stocks for half a day reached HKD 16.05 billion, accounting for 15.3% of the total turnover of shortable stocks

YUMC

09888

002594

BYDDF

BYDDY

01211

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

NetEase

BYD Company Limited

Baidu

BYD Company

XPENG-W

BYD COMPANY

XPeng

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

CARZ

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

03033

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

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

MSFT

HOOD

SPOT

89988

HBBD

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

00992

09626

01024

02720

688981

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%

02562

00981

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%

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

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

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

SGXIAMI@EC2608A(19184.HK)

China's January smartphone sales down 23% Y/Y, says Counterpoint

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

The short selling in Hong Kong stocks for half a day reached HKD 16.05 billion, accounting for 15.3% of the total turnover of shortable stocks