MSXIAMI@EC2607B

CHK OIL

SHANDONG MOLONG

PETRO-KING

MIE HOLDINGS

D&G TECH

YUANHENG GAS

JX ENERGY

KINETIX SYSTEMS

YANCHANG PETRO

HAO WEN HLDGS

01810

XIACY

Xiaomi Group President Lu Weibing expects that the price increase of memory chips will continue until the end of 2027, with a rapid increase in prices, the first quarter's quotes being nearly four times that of the same period last year. He pointed out that this price increase has a profound impact on the entire consumer electronics industry. Xiaomi maintains good cooperation with the world's five major memory manufacturers, currently facing no shortage issues, and is in a relatively advantageous position regarding memory supply and prices

AASTOCKS

XIAOMI-W

Xiaomi Corporation

Lu Weibing predicts that the price increase for the Mi Body will continue until the end of 2027, and Xiaomi is currently not facing shortages

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Xiaomi Auto recently unveiled the "Vision GT" concept car but stated that it will not go into mass production. The project aims to invite top global automotive manufacturers to push the boundaries of technology and materials, focusing on the design and conception of future driving experiences. Xiaomi Vision Gran Turismo represents Xiaomi's in-depth exploration in the field of innovative design

Guotai CSI 800 Automobile and Parts ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

Hua Xia CSI New Energy Vehicles ETF

E Fund CSI Auto Components Thematic ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

Xiaomi Automobile: The Vision GT concept car will not be mass-produced

GOLD

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BROS

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PARA

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BYDDY

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0302 | Dolphin Research Focus: 🐬 Macro/Industry1) Geopolitical tensions in the Middle East have flared, with US/Israel–Iran frictions escalating and risk aversion rising across global markets. As a result, international gold and silver opened broadly higher on Mon., with safe-haven assets bid. Geopolitics remains the key near-term catalyst for precious metals, as flight-to-safety inflows support gold and silver.2) With the Lunar New Year holiday and a slower spending cadence, the dual impact was evident. Feb deliveries among China EV startups were mixed...

Haven Rush Ignites Gold & Silver; BYD to Host 'Disruptive Tech' Press Event｜Daily News Recap

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The Hang Seng Index closed at 26,059 points, down 570 points or 2.1%; the Hang Seng TECH Index reported 4,989 points, down 148 points or 2.9%. The total market turnover was HKD 357.679 billion. Major stocks such as Xiaomi Group, Meituan, and Alibaba all experienced declines, falling over 5% and 4% respectively. Stocks like Xinyi Glass, CNOOC, and PetroChina reached new highs with active trading

MEITUAN

BABA-W

Hang Seng TECH Index

Hang Seng Index

Alibaba

Meituan

ALI HEALTH

CSEC/China Shenhua

XINYI GLASS

CHINA OILFIELD

PETROCHINA

CHINA SHENHUA

CNOOC

COSL

OOIL

KraneShares 2x Long BABA Daily ETF

BABA 2x Long Daily ETF - GraniteShares

According to the "All-Day Express," the Hang Seng Index fell by 570 points; the Hang Seng TECH Index dropped by 148 points. Xiaomi Group fell by over 5%, Meituan by over 4%, and Alibaba by over 4%. Xinyi Glass, CNOOC, PetroChina, OOIL, and China Shenhua hit new highs with active trading

BOC International expects Xiaomi's adjusted net profit for the fourth quarter of 2025 to be between RMB 5.5 billion and 6 billion, affected by weak smartphone shipments and the Internet of Things business. Overall gross margin is expected to contract, although the profit margin from internet services remains stable. Xiaomi will accelerate its high-end strategy to cope with market pressures and anticipates that new models will be key to growth. Revenue and net profit forecasts for 2026-2027 have been lowered, maintaining a "Buy" rating with a target price of RMB 47.88

In "The Big Banks," China International Capital Corporation estimates that Xiaomi's adjusted net profit for the last quarter will be between 5.5 billion and 6 billion RMB

FUTU

FUTG

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Futu increased its capital in Tianxing Bank by 500 million yuan last September, becoming the controlling shareholder with a shareholding ratio of 68.43%. Xiaomi's shareholding ratio was diluted from 50.3% to 28.41%, making it the second-largest shareholder. When Tianxing Bank was established, Xiaomi held a 90% stake

Futu

Leverage Shares 2X Long Futu Daily ETF

FUTU-W

According to reports, Tianxing Bank received an additional capital injection of 500 million yuan in September last year, with Futu replacing Xiaomi as the controlling shareholder

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On March 2nd, Hong Kong stocks collectively adjusted in the afternoon, with the Hang Seng Index falling 1.59% to 26,205.98 points, and the Hang Seng Tech Index dropping 2.12%. Market sentiment weakened, with the retail, internet, and hardware sectors generally under pressure. Despite news of a new car, Xiaomi still fell 4.58%. Risk aversion sentiment increased, flowing into the energy sector, with China National Offshore Oil Corporation rising 3.79% and Shandong Molong soaring 66.28%. The macro market is waiting for retail and export data to verify the strength of domestic demand recovery

- On March 2, Hong Kong's major indices experienced a decline, with the Hang Seng Index falling 1.59% to 26,205.98 points.  
- Retail and technology sectors faced significant losses, driven by low market sentiment and withdrawal of funds.  
- Despite the downturn, certain stocks, such as Shandong Molong and Zhonggang Petroleum, saw substantial gains, indicating a shift towards safer investment options in the energy sector.

Market Heartbeat

JD-SW

MNSO

KUAISHOU-W

TENCENT

BIDU-SW

LONGCHEER

LENOVO GROUP

JIAXIN INTL RES

YOFC

Shandong Molong

China Universal CSI Oil & Gas Resources ETF

Yinhua CSI Oil & Gas Resources ETF

ChinaAMC CSI Petrochemical Industry ETF

Guotai CSI Oil & Gas Industry ETF

Hong Kong Stock Midday Review | The Hang Seng Index fell 1.59% and entered a correction, while energy stocks surged against the trend, with Shandong Molong rising 66.28%

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The Hang Seng Index closed at 26,209 points, down 420 points or 1.6%. The Hang Seng Tech Index reported 5,030 points, down 107 points or 2.1%. Xiaomi Group fell over 4%, while major stocks such as Meituan, Alibaba, Ping An, and Tencent also experienced declines. Xinyi Glass, CNOOC, OOIL, and China Shenhua reached new highs

China Coal Energy

CHINA COAL

The Half-Day Express reports that the Hang Seng Index fell by 420 points; the Hang Seng Tech Index dropped by 107 points. Xiaomi Group fell by over 4%. Xinyi Glass, CNOOC, OOIL, China Shenhua, and China Coal Energy reached new highs

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

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

CARZ

CARU

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

Max Auto Industry 3X Leveraged ETN

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.

DALIPAL HLDG

Baidu

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

Today’s Key News Recap

Gold.com

Dutch Bros

XIAOMI-WR

Xiaomi HK SDR 2to1

Paramount Global

Warner Bros. Discovery

LI AUTO-W

Li Auto

BYD COMPANY

BYD COMPANY-R

BYD HK SDR 10to1

BYD Company Limited

BYD Company

LEAPMOTOR

NIO-SW

NIO Inc. USD OV

NIO Inc

Netflix

BOYD Gaming

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

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

Micron Tech

Alphabet

MediaTek

Apple

Alphabet - C

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)...

Paramount Skydance Corporation - CL B

Circle

CTG DUTY-FREE

ASML

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

Fattycat

BABA Return Rate

BABA Diamond Holder

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)

BIDU-SWR

Baidu HK SDR 10to1

BIDU ADR US

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...

Duolingo

T-Mobile US

Apple Group

Sirius XM

Coinbase

MINIMAX-WP

ByteDance

KNOWLEDGE ATLAS

Meta Platforms

Shopify 

NTES-S

NetEase

NETEASE MUSIC

Airbnb

Applied Materials

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...

Microsoft

Robinhood

Spotify

Coca Cola

BABA-WR

Alibaba HK SDR 5to1

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

MSXIAMI@EC2607B(26383.HK)

Lu Weibing predicts that the price increase for the Mi Body will continue until the end of 2027, and Xiaomi is currently not facing shortages

Xiaomi Automobile: The Vision GT concept car will not be mass-produced

Haven Rush Ignites Gold & Silver; BYD to Host 'Disruptive Tech' Press Event｜Daily News Recap ---

According to the "All-Day Express," the Hang Seng Index fell by 570 points; the Hang Seng TECH Index dropped by 148 points. Xiaomi Group fell by over 5%, Meituan by over 4%, and Alibaba by over 4%. Xinyi Glass, CNOOC, PetroChina, OOIL, and China Shenhua hit new highs with active trading

In "The Big Banks," China International Capital Corporation estimates that Xiaomi's adjusted net profit for the last quarter will be between 5.5 billion and 6 billion RMB