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The following are the minutes of Qualcomm's Q4 FY2025 earnings call organized by Dolphin Research. For an interpretation of the earnings report, please refer to &#34;Qualcomm: Shedding the 'Mobile Stock' Label, Is AI Computing Power the 'New Hope'?&#34; 1. $Qualcomm(QCOM.US) Key Financial Information Review 1. Cash Flow and Shareholder Returns: Generated a record $12.8 billion in free cash flow and returned nearly 100% to shareholders through buybacks and dividends. 2. Q1 FY26 Performance Guidance: a. Revenue is expected to be between $11.8 billion and $12.6 billion...

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Qualcomm (Minutes): Details and performance metrics of AI chips will be announced early next year.

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GoerTek Inc. released its Q3 2025 financial report (up to September 2025) after the A-share market closed on the evening of October 24, 2025, Beijing time. The key points are as follows: 1. Overall performance: revenue &amp; gross margin, both have rebounded. ① GoerTek Inc.'s total revenue for the third quarter of 2025 was 30.6 billion yuan, a year-on-year increase of 4.4%, better than the market expectation (28 billion yuan). The growth in the company's revenue was mainly driven by downstream customers' stocking, partly in preparation for the release of new products such as iPhone, AirPods, and MR in September; ② The company's gross margin for this quarter was 12.8%...

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GoerTek: Steady Stocking, Meta's Flat Performance, When Will VR/AR 'Make a Big Move'?

Today’s Key News Recap

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1023 | Dolphin Research Focus: 🐬 Macro/Industry 1. Last night, the National Press and Publication Administration announced the approval information for domestic online games in October 2025, issuing a total of 166 licenses, including 159 for domestic online games and 7 for imported online games. The number of approved licenses in October remains at a high level. 🐬 Individual Stocks 1. $JD.com(JD.US) According to the JD.com application, JD.com, in collaboration with CATL and GAC Group, officially announced the name of the 'National Good Car' model. The new car is named 'Aion UT super', positioned as a pure electric small car...

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JD's 'National Good Car' auctioned at a sky-high price; Alibaba's Quark AI glasses near pre-sale｜Today's Important News Recap

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The following are the Minutes of the 3Q25 earnings call of CATL organized by Dolphin Research. For the earnings interpretation, please refer to &#34;Full Capacity Expansion! Has the King of Ning Finally Made It?&#34; 1. Review of Core Financial Information 2. Detailed Content of the Earnings Call 2.1 Management Statements 1. Domestic Capacity: Jining, Shandong (only Jining base...)

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CATL (Minutes): Demand is strong, profitability does not rely on price increases

New energy vehicles

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At the end of each year, China's new energy vehicle policies are a key focus that affects the market. The key policies mainly cover subsidies for old vehicle scrapping/replacement and purchase tax reduction policies. Among them, the purchase tax reduction for new energy vehicles does not involve regional differences, making it easy to understand and most noticeable to users. According to the original tax reduction plan, the reduction will be maintained in 2024-2025, but the reduction amount per vehicle will not exceed 30,000 yuan; starting from 2026, new energy vehicles will begin to be fully taxed, but at a reduced rate of 50%, which means a 10% vehicle value-added tax at the time of purchase. The halving of the purchase tax is within expectations...

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The threshold for car tax reduction has been reshuffled, has BYD been hit again?

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1013 | Dolphin Research Focus: 🐬 Macro/Industry 1. Trump announced on the evening of the 10th that he plans to impose an additional 100% tariff on all Chinese goods starting November 1st and initiate 'critical software' export controls. In response, China will charge a 'special port fee' on American-made ships starting October 14th. Risk aversion sentiment has driven gold prices up, while U.S. stock futures rebounded during the Asian session on Monday, indicating that the market is betting on 'extreme pressure' as a bargaining chip before negotiations. Hong Kong stocks also rebounded in the afternoon. 🐬 Stocks 1. $XIAOMI-W(01810.HK) Chengdu traffic police report...

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Tariff War Sees Tense Tug-of-War; Xiaomi EV Catches Fire Again｜Today's Important News Review

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0926 | Dolphin Research Focus: 🐬 Macro/Industry 1. On Thursday, U.S. President Trump once again wielded the tariff stick, announcing a new round of high tariffs on various imported products starting October 1. Measures include a 25% tariff on all imported heavy trucks; a 50% tariff on kitchen cabinets, bathroom vanities, and related building materials; a 30% tariff on imported furniture; and a 100% tariff on patented and branded drugs. He also threatened to expand the list subsequently. 🐬 Individual Stocks 1. $XIAOMI-W(01810.HK) Xiaomi 17 series phones officially released...

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Xiaomi Plunges Over 8% Post-Launch Event; XPeng Expands into Five European Markets | Today's Important News Review

Xiaomi

Lei Jun's annual keynote speech was once again staged. This time, the speech was divided into two parts: the first half was the keynote speech, and the second half was Xiaomi's autumn new product launch. Although the structure of the event seemed familiar, there were still some differences to be noted: ① The release date of Xiaomi's new phone was more than a month earlier than last year; ② Last year, the content of the Xiaomi 15 release was presented by President Lu, but this time it was introduced by Lei Jun himself. The recorded video of Lei Jun's annual keynote speech can be watched on the Longbridge APP, which also covers the first half of the speech. Dolphin Research will share with everyone...

Xiaomi (including Minutes): Fully Benchmarking iPhone! 'More for the Same Price' to the End

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0925 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. Last night, the official website of the National Press and Publication Administration released the latest batch of online game license lists. A total of 145 domestic games received licenses, and 11 imported games were approved. Key games include Tencent's 'Return to Loop', NetEase's 'Star Painting Friends Sunny Day', and miHoYo's 'Honkai: Spirit of Fate'. The number of licenses issued in a single batch continues to exceed 100, maintaining a 'normalized high-frequency issuance' pace, confirming the warming policy...

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JD Unveils New "Jingxi" Initiative; Xiaomi 17 Series Launches Tonight | Today's Important News Recap

0922 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. The State Council Information Office held a press conference on September 22nd, where Pan Gongsheng, Governor of the People's Bank of China, Li Yunze, Director of the National Financial Regulatory Administration, Wu Qing, Chairman of the China Securities Regulatory Commission, and Zhu Hexin, Deputy Governor of the People's Bank of China and Director of the State Administration of Foreign Exchange, introduced the achievements of the financial industry during the 14th Five-Year Plan period. Pan Gongsheng stated that today's press conference does not involve adjustments to short-term policies. The content regarding the 15th Five-Year Plan and the next steps in financial reform will be further communicated after the central government's unified deployment. 2. Today, Apple concept stocks collectively surged. In terms of news...

Apple supply chain rises strongly; Xiaomi 17 Series Launch Date Confirmed | Today's important news recap

BlackRock reduces its long position in Xiaomi Group-W to 4.96%

Southbound Capital recorded net purchases of Xiaomi for 8 consecutive days, with over HKD 900 million bought on November 7.

Hong Kong stock market analysis shows Xiaomi Group and others accelerated share buybacks in October

Significant Increase in Memory Chip Prices at Huachengbei

Data shows Xiaomi Group's short-selling amount reached HK$851 million, with a short-selling ratio of 16.09%

Beijing BNP Paribas Tianxing P&C Insurance Secures License

Xiaomi/REDMI phones receive a grayscale push for two new sports watermarks

Chinese Embassy in the US Praises Xiaomi's Smart Home Appliance Factory

Guotai Haitong Securities maintains 'Overweight' rating on Xiaomi, citing it as a beneficiary of AI applications

Southbound funds record net purchase of Xiaomi Group shares.

Xiaomi Establishes New Subsidiary BeiJing Xiaomi Jingyu Technology Co., Ltd.

Goldman Sachs reports hedge funds are heavily shorting Xiaomi, with short positions surging over 50% in one week.

Institutional Report: Xiaomi Ranks Third in Global Smartphone Shipments for Q3 2025

Goldman Sachs adds Xiaomi Group to its Hong Kong stock buy list

Xiaomi to participate as a leading enterprise in the upcoming 2025 6G Development Conference in Beijing

Lei Jun responds to auto testing questions, stating investment far exceeds industry standards to ensure quality