HSXIAMI@EP2602A

Xiaomi Auto launches a limited-time Spring Festival event, offering points for inviting friends to test drive or lock in orders

Xiaomi's New SU7 Model Filing Information Revealed, Featuring a 902km Pure Electric Range

Xiaomi to pause HyperOS update rollout for Chinese New Year holiday

Xiaomi Auto announces first-generation SU7 deliveries are complete, new-generation SU7 expected in April

Xiaomi Tag tracker is reportedly launching a version for mainland China

Xiaomi Group repurchased 2.7 million Class B shares on February 13

DIGITIMES Reports: Surging Memory Chip Prices Squeeze Smartphone Margins, Xiaomi Sharpens Premium Push in India

Xiaomi Ecosystem Company Loock Technology Applies for Hong Kong IPO

Xiaomi Auto's charging network has connected to over 1.7 million charging piles

Xiaomi Car cumulative delivery exceeds 600,000 units

Xiaomi's cumulative vehicle deliveries exceed 600,000 units

Xiaomi Auto Pledges at Least 10 Years of Spare Parts and Maintenance Services for First-Gen SU7

Xiaomi EV delivered 39,002 vehicles in January

Analyst names Xiaomi a top long pick for 2026

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

Xiaomi says nearly 100% of its phones and tablets in India are now locally manufactured

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

GUANZE MEDICAL

PCPD

STARCOIN GROUP

HUILI RES

TIMES UNI GP

MANY IDEA CLOUD

WALNUT CAP

SILKWAVE INC

HUA LIEN INT'L

WAI CHUN GROUP

BABA

YINN

KBAB

BABX

BABO

The Trump administration is set to add Alibaba and other companies to a list of firms allegedly supporting China's military. This action, expected on Friday, is part of the Pentagon's 1260H list, which, while not imposing formal sanctions, communicates the U.S. military's stance on these firms to suppliers and government agencies. Some companies have contested their inclusion in the list.

- The Trump administration plans to add companies, including Alibaba, to a list of firms allegedly supporting China’s military.  
- This action is expected to occur by Friday, according to sources familiar with the matter.  
- While the Pentagon's 1260H list does not enforce sanctions, it signals to U.S. suppliers the military's stance on these firms, some of which have litigated against their listing.

Reuters

Alibaba

Direxion FTSE China Bull 3X

KraneShares 2x Long BABA Daily ETF

BABA 2x Long Daily ETF - GraniteShares

YieldMax BABA Option Income Strategy ETF

US expected to add Alibaba and other to list of firms allegedly aiding China's military, sources say

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The short selling amount in the Hong Kong stock market reached HKD 20.27 billion in the first half of the day, accounting for 19.3% of the turnover of shortable shares. The main shorted stocks include TRACKER FUND, Meituan-W, CSOP HS TECH, XIAOMI-W, and Alibaba-W, with short selling ratios of 33.7%, 30.6%, 28.8%, 38.2%, and 11.7%, respectively

AASTOCKS

Tianhong Hang Seng TECH ETF(QDII)

Hwabao CSI HK Equities Internet ETF

ChinaAMC Hang Seng Technology ETF(QDII)

BABA-W

XIAOMI-W

Dacheng Hang Seng Technology ETF(QDII)

Hang Seng TECH ETF I

Xiaomi Corporation

E Fund CSI HK Connect Internet ETF

AXA SPDB CSI Hugangshen Game and Culture Media ETF

CSOP HS TECH

TRACKER FUND

China Southern Hang Seng ETF

Krne Csi China Internet

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

ChinaAMC Hang Seng ETF

ALI HEALTH

Meituan

MEITUAN

The short selling in Hong Kong stocks for half a day amounted to HKD 20.27 billion, accounting for 19.3% of the total turnover of shortable shares

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On February 13th, the three major indices of Hong Kong stocks collectively weakened in the morning session, with the Hang Seng Index falling by 1.79% and the Hang Seng TECH Index dropping by 1.65%. Affected by regulatory interviews and profit-taking pressure, technology stocks fell across the board, with MEITUAN down 4.54%, Baidu down 3.78%, and JD.com down 3.04%. Although Tencent continued to attract attention from southbound funds, its stock price still adjusted down by 1.68%. Individual stocks showed divergence, with AI concept stock Zhipu surging over 28% against the trend, and catering leader Haidilao rising by 2.22%. Market risk aversion sentiment is rising, entering a phase of digestion and consolidation in the short term

- On February 13, Hong Kong's three major indices fell after a recent high, indicating profit-taking pressure amid heightened risk aversion.  
- The Hang Seng Index closed at 26,548.41 points, dropping 1.79%, with the technology and retail sectors, including Tencent and Alibaba, showing significant declines due to regulatory concerns.  
- Market focus is shifting to external liquidity and mainland economic recovery, as the upcoming macro data release is anticipated to influence market direction.

Market Heartbeat

TENCENT

BIDU-SW

KUAISHOU-W

JD-SW

MNSO

HAIDILAO

YUM CHINA

KNOWLEDGE ATLAS

Tencent Holdings Limited

Tencent

Hang Seng TECH Index

Hang Seng Index

CAM HS TECH

HSTECH ETF

FL2 CSOP HSI

Baidu

FI2 CSOP HSI

Hong Kong Stock Midday Review | The Hang Seng Index fell 1.79%, tech stocks collectively declined, while AI concept stock Zhipu surged over 28% against the trend

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TSLL

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Xiaomi's YU7 electric SUV topped sales in China in January, selling 37,869 units, double that of Tesla's Model Y, which sold 16,845 units. Launched in summer 2025, the YU7 is priced 10,000 yuan lower than the Model Y and claims superior features. Despite a slowdown in the electric car market, Xiaomi's YU7 outsold the Model Y, which fell from first to 20th place in sales. Analysts had predicted the YU7 would capture market share from Tesla, which remains a strong competitor in China.

- Xiaomi launched its YU7 electric SUV in summer 2025, targeting Tesla's Model Y.  
- In January, the YU7 outsold the Model Y, with 37,869 units sold compared to Tesla's 16,845.  
- Despite market challenges, Xiaomi aims to expand internationally while facing scrutiny over safety features of its earlier models.

CNBC

Hwabao WP CSI Intelligent Electric Vehicle ETF

Direxion Daily TSLA Bull 2X Shares

GraniteShares 1.25 Long TSLA Daily ETF

Hua Xia CSI New Energy Vehicles ETF

Xiaomi's electric SUV tops China sales in January, sells twice as many as Tesla's Model Y

Xiaomi EV delivered 39,002 vehicles in January, marking a 70.34% year-on-year increase but a 22.33% decrease from December. The YU7 model accounted for 97% of these deliveries, making it the best-selling model in China for the month. However, deliveries of the SU7 sedan fell to a record low as it awaits an update in April. Cumulative deliveries of the first-generation SU7 surpassed 381,000 units, while Xiaomi EV aims for 550,000 deliveries in 2026.

CnEVPost

Xiaomi EV delivers 39,002 vehicles in Jan, with YU7 contributing 97%

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.

GraniteShares 2x Long AAPL Daily ETF

T-Rex 2X Long Apple Daily Target ETF

Direxion Daily AAPL Bull 2X Shares

Apple

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

DUOL

TMUS

603020

SIRI

COIN

81810

HXXD

00100

BYTED

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

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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

Zijin Mining

ZIJIN MINING

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

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

NetEase

BYD Company Limited

BYD Company

XPENG-W

BYD COMPANY

XPeng

LCDL

HSAI

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

Lucid

Today’s Key News Recap

Duolingo

T-Mobile US

Apple Group

Sirius XM

Coinbase

XIAOMI-WR

Xiaomi HK SDR 2to1

MINIMAX-WP

ByteDance

Meta Platforms

Shopify 

NTES-S

NETEASE MUSIC

Airbnb

Applied Materials

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...

Dutch Bros

Paramount Global

Microsoft

Robinhood

Spotify

Coca Cola

BABA-WR

Alibaba HK SDR 5to1

Unity Software

Warner Bros. Discovery

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

Petty

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?

HSXIAMI@EP2602A(19885.HK)

US expected to add Alibaba and other to list of firms allegedly aiding China's military, sources say

The short selling in Hong Kong stocks for half a day amounted to HKD 20.27 billion, accounting for 19.3% of the total turnover of shortable shares

Hong Kong Stock Midday Review | The Hang Seng Index fell 1.79%, tech stocks collectively declined, while AI concept stock Zhipu surged over 28% against the trend

Xiaomi's electric SUV tops China sales in January, sells twice as many as Tesla's Model Y

Xiaomi EV delivers 39,002 vehicles in Jan, with YU7 contributing 97%