SG#XIAMIRP2812X

Lei Jun Live Streams to Discuss Xiaomi's Decision to Develop Its Own Battery Packs

Xiaomi to Unveil HyperOS 3.1 and 'iOS Bridge' Feature at MWC 2026

Xiaomi to Showcase EV Business and AIoT Innovations at MWC 2026

Xiaomi challenges India's $72 million tax ruling on royalty payments.

Southbound capital records net inflow into Xiaomi Group, exceeding HKD 300 million.

Xiaomi wins defamation lawsuit against auto media outlet 'AutoReport'.

Xiaomi repurchased 2.858 million B shares

Xiaomi rolls out HyperOS 3.1 launcher update to fix multitasking view issues

Xiaomi-backed E-Tech advances IPO plans with support from Chery and Xiaomi

Xiaomi launches Mijia Water Purifier 2 1200G with 7-year filter lifespan

Xiaomi Auto granted new patent for charging circuit to improve efficiency.

Xiaomi's main competitor Meizu reportedly set to exit the smartphone market.

HK Stock Midday Review: Xiaomi Shares Flat, Facing Resistance at 36.5 HKD

Xiaomi stock fluctuates ahead of Xiaomi 17 Series global launch.

Agency releases smart car industry analysis, highlighting Xiaomi Auto's internal strategic disputes.

BYD launches "7-year low interest" finance war, intensifying EV market competition.

HK Stock Mid-day Review: Hang Seng Tech Index rises over 1%, Xiaomi and other tech stocks strengthen.

Xiaomi QLED TV X Pro 75 (2026) Goes on Sale in India Today

Xiaomi HyperOS updates expected to resume on March 3.

Xiaomi to debut 'Leica Leitzphone' Special Edition at Global Launch

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Xiaomi founder Lei Jun stated during a live broadcast that Xiaomi's automotive battery factory features high automation and good production yield. He hopes that the factory can become a benchmark for battery manufacturing, replicating advanced manufacturing capabilities across the entire industry chain to enhance the systematic capabilities of the industrial supply chain

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XIAOMI-W

Guotai CSI 800 Automobile and Parts ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

Xiaomi Corporation

Hua Xia CSI New Energy Vehicles ETF

E Fund CSI Auto Components Thematic ETF

Lei Jun talks about Xiaomi's electric vehicle battery factory: hopes to replicate advanced battery manufacturing capabilities across the entire industry chain

Xiaomi Group disclosed its financial report, stating that on February 27, it repurchased 2.8582 million shares on the Stock Exchange, with a price per share ranging from HKD 34.92 to HKD 35.04, involving a total amount of approximately HKD 99.997 million. Since the approval of the ordinary resolution (June 5, 2025), the group has repurchased a total of 253 million shares, accounting for 0.98% of the share capital

AASTOCKS

Xiaomi repurchased 2.8582 million shares, involving approximately 100 million yuan

Xiaomi is under pressure to recall 370,000 first-generation SU7 electric vehicles due to a door handle safety hazard. A recent report highlighted a fatal incident where a power failure prevented the doors from opening, trapping the driver in a fire. The influential media outlet Yicai called for the recall, emphasizing the need for mechanical door handles to enhance safety. Although production of the SU7 has ended, concerns remain for the existing vehicles, and Xiaomi's future models will feature improved designs. The situation reflects a critical test for Xiaomi in the competitive EV market.

- Xiaomi faces pressure to recall the first-generation SU7 due to a door handle safety hazard implicated in a fatal accident last October.  
- A forensic report revealed that a power failure disabled the electronic door handles, trapping the driver during a fire, raising public safety concerns about EVs.  
- The report emphasizes that implementing mechanical door handles could have improved rescue chances, highlighting the need for proactive safety measures in the automotive industry.

CnEVPost

Xiaomi pressured to recall 370,000 EVs over door handle safety hazard

FLEX

Contract manufacturer Flex is seeking to overturn an Indian Tax Tribunal ruling that ordered Xiaomi to pay $72 million in unpaid taxes on royalties. Flex argues that the tribunal's decision could lead to severe penalties for them, claiming they did not assist Xiaomi in undervaluing imports. Xiaomi is also challenging the ruling, stating it undermines trust in the contract manufacturing sector in India. The Supreme Court has requested the Indian government to respond, with the next hearing scheduled for April.

Reuters

Flex

Contract manufacturer Flex seeks to overturn Indian tribunal ruling in Xiaomi tax case, court filing shows

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In the Hong Kong Stock Connect, CNOOC had a net outflow of HKD 894 million, while Alibaba and YOFC had net outflows of HKD 888 million and HKD 625 million, respectively. The northbound capital saw a net inflow of HKD 18.36 million into Xiaomi Group. In the Hong Kong Stock Connect (Shanghai), DONGFANG ELEC had a net inflow of HKD 125 million, while CNOOC had a net outflow of HKD 626 million. In the Hong Kong Stock Connect (Shenzhen), MEITUAN had a net inflow of HKD 311 million, while Alibaba had a net outflow of HKD 657 million. The total net outflow for the day was HKD 0, with a total transaction amount of HKD 99.929 billion, accounting for 38.54% of the total market transaction amount

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Net outflow of CNOOC in Hong Kong Stock Connect amounted to HKD 894 million

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Xiaomi-W founder, chairman, and CEO Lei Jun posted that he is preparing to go live tomorrow (27th) at the Xiaomi automobile factory to discuss Xiaomi's automotive safety system. He pointed out that he has invited several experts to join him in the live broadcast, and the content will be very professional, which might also be a bit dry. However, safety is paramount, and he still wants to provide a complete introduction to Xiaomi's entire safety system

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

Lei Jun: Tomorrow night, I will go live to talk about Xiaomi's automotive safety system

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According to Wall Street News, smartphone brands such as OPPO, OnePlus, vivo, Xiaomi, iQOO, and Honor plan to implement a new round of price adjustments in early March, which is expected to be the largest collective price adjustment in five years. The prices of mobile memory and storage chips have risen for several consecutive quarters, with current procurement costs up more than 80% compared to the same period last year. Industry insiders analyze that the Chinese smartphone market may face multiple price increases in 2026

Guotai CES Semiconductor Chip Industry ETF

Guotai CSI All Share Integrated Circuit ETF

GF Fund CNI Semiconductor Chips ETF

The cost of storage chips continues to rise, and smartphone manufacturers are expected to adjust prices collectively in early March

Xiaomi has unveiled its UltraThin Magnetic Power Bank 5000, which features a 5,000mAh battery and measures just 6mm thick, making it thinner than both the iPhone 17 and Apple's MagSafe battery. Although it may not be the fastest or most powerful option, its slim design sets it apart in the market. The announcement was made ahead of the Mobile World Congress 2026, with details available on Xiaomi's Australian website.

- Xiaomi has unveiled the UltraThin Magnetic Power Bank 5000, featuring a 5,000mAh battery and a thickness of just 6mm.  
- This power bank is slimmer than both the iPhone 17 and Apple's MagSafe battery for the iPhone Air.  
- While it is not the fastest or most capacious option, its slim design makes it a notable choice for portability.

The Verge

Xiaomi’s magnetic power bank is incredibly thin

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According to the Hong Kong Stock Connect data, the TRACKER FUND experienced a net outflow of HKD 4.41 billion, becoming the largest net outflow stock. Tencent, Alibaba, and Xiaomi Corporation saw net inflows of HKD 818 million, HKD 606 million, and HKD 538 million, respectively. The highest net inflow stocks for the Hong Kong Stock Connect (Shanghai) and (Shenzhen) were Tencent and Alibaba, while the stock with the net outflow was the TRACKER FUND. The total net outflow for the day was HKD 0, with a total transaction amount of HKD 92.513 billion, accounting for 39.07% of the total market transaction amount

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Net outflow of HKD 4.41 billion from the Stock Connect Tracker Fund

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Xiaomi has challenged an Indian tax tribunal ruling that imposed a $72 million tariff on royalty payments, claiming it was wrongly deemed the "beneficial owner" of imported components. The case, closely monitored by legal experts, could set a precedent affecting contract manufacturing in India. If the ruling is upheld, it may lead to increased scrutiny of royalty agreements across various sectors. Additionally, Xiaomi faces financial strain from frozen funds and declining market share in India, with potential penalties raising the tax demand to over $150 million.

- Xiaomi is challenging an Indian tax ruling that claims the company owes $72 million in royalty fees, a case that may set a precedent for contract manufacturing in India.  
- The tax court accused Xiaomi of intentionally hiding facts, stating that the company is considered the “beneficial owner” of imported components for which royalties were not accounted.  
- A Supreme Court decision could significantly impact contract manufacturing industries, possibly affecting numerous import companies in sectors like pharmaceuticals and automotive.

Xiaomi HK SDR 2to1

Xiaomi challenges India tax authority over tariffs on royalties in closely watched case

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The net inflow of the Hong Kong Stock Connect Southbound Hang Seng Technology is HKD 1.585 billion, with Meituan and Xiaomi Group seeing net inflows of HKD 687 million and HKD 438 million, respectively. In terms of net outflows, POP MART, CNOOC, and Tencent experienced net outflows of HKD 205 million, HKD 99.9 million, and HKD 86.77 million, respectively. For the Hong Kong Stock Connect (Shanghai), Tencent had a net inflow of HKD 393 million, while SMIC had a net outflow of HKD 121 million; for the Hong Kong Stock Connect (Shenzhen), the Southbound Hang Seng Technology saw a net inflow of HKD 1.327 billion, while Tencent had a net outflow of HKD 480 million. Overall, the total net outflow for the day was HKD 0, with a total transaction amount of HKD 108.443 billion, accounting for 43.21% of the total market transaction amount

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Huatai-PB CSOP Hang Seng Technology ETF(QDII)

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Net inflow of HKD 1.585 billion for Southbound Stock Connect Hang Seng Technology

Xiaomi's legal department recently announced that the court has made a first-instance judgment in its lawsuit against the self-media "AutoReport Automotive Industry" for infringement. The court found that the defendant disseminated false information on multiple online platforms, damaging Xiaomi's reputation, and ordered the defendant to delete the infringing content, publicly apologize, and pay compensation of 5 million yuan

Xiaomi Legal Department: The first-instance judgment of the lawsuit against the self-media "AutoReport Automotive Industry Economics" for infringement, the defendant publicly apologized to Xiaomi and compensated 5 million yuan

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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)...

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

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Xiaomi Corporation Chairman and CEO Lei Jun stated at a private enterprise symposium that in the next five years, Xiaomi will focus on tackling core underlying technologies such as chips, AI, and operating systems. He emphasized that the implementation of the Private Economy Promotion Law provides a better business environment for enterprises, and support policies are more precise. Lei Jun pointed out that private enterprises should resonate with the national development strategy, focusing on innovation and the real economy to address the challenges of industrial transformation

- A recent meeting on February 17, 2025, emphasized solid implementation of policies to promote private sector growth in China.  
- Lei Jun, CEO of Xiaomi, highlighted increased confidence and a more favorable business environment due to the official enactment of the Private Economy Promotion Law and other supportive measures.  
- The focus for private enterprises is to align with national strategies for high-quality development and innovation while capitalizing on new industry trends and technologies.

iShares Semiconductor ETF

Direxion Semicon Bull 3X

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

VanEck Semiconductor ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Lei Jun: In the next five years, Xiaomi will focus on tackling core underlying technologies such as chips, AI, and operating systems

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.

XIAOMI-WR

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

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Paramount Skydance Corporation - CL B

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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.

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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...

Dutch Bros

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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.

$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?

SG#XIAMIRP2812X(57688.HK)

Lei Jun talks about Xiaomi's electric vehicle battery factory: hopes to replicate advanced battery manufacturing capabilities across the entire industry chain

Xiaomi repurchased 2.8582 million shares, involving approximately 100 million yuan

Xiaomi pressured to recall 370,000 EVs over door handle safety hazard

Contract manufacturer Flex seeks to overturn Indian tribunal ruling in Xiaomi tax case, court filing shows

Net outflow of CNOOC in Hong Kong Stock Connect amounted to HKD 894 million