One-week inventory ｜ Xiaomi Group Hong Kong stocks rose by 2.78% last week, and Puyin International gave a buy rating.
[trend of individual stocks]
13-17 May
Last week, the Hang Seng Index rose by 3.11% and the Hang Seng Technology Index rose by 3.79%.
Xiaomi Group -W Hong Kong stocks rose 2.78% last week.Last week, the total turnover was HK$ 10.403 billion. As of last week’s close, the stock price of Hong Kong stocks was HK$ 19.94 and the market value was HK$ 497.610 billion. Hong Kong stocks rose 15.13% this month, 27.82% this year and 83.61% in the last 52 weeks.
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Xiaomi Auto: Xiaomi SU7′ s intelligent driving was delivered for 44 days, and the activation rate reached 82.39%.
Xiaomi Auto Official Micro: It was mentioned in Lei Jun’s live broadcast today that Xiaomi SU7′ s intelligent driving was only delivered for 44 days, with an activation rate of 82.39% and a mileage of over 2.58 million kilometers.
Lei Jun announced that Xiaomi SU7 Pro was delivered 12 days in advance.
Lei Jun said in the live broadcast today that the first car of Xiaomi SU7 Pro will be delivered in Beijing this afternoon. "What can be delivered today may be Beijing, Tianjin and Shenyang, and it may be delivered soon except Shanghai." Lei Jun said that the delivery at the end of the month was mentioned before, and the target was completed 12 days ahead of schedule. (Caijing. com)
Lei Jun responded to the smart driving plan and cooperated with the third party: Xiaomi is completely self-researched, and the annual cost exceeds 2 billion yuan.
According to Cailian, Lei Jun responded to the rumor that Xiaomi’s smart driving scheme adopted a third-party company in the live broadcast: "We set a goal from the beginning, and all the smart driving of Xiaomi should be researched and developed by ourselves, with an annual cost of more than 2 billion yuan. The investment is extremely high, and there are few manufacturers in China who have researched it from beginning to end."
Baidu: Xiaomi, OPPO, vivo, Lenovo and Weilai have all been connected to the Wenxin Big Model API.
At the conference call of Baidu’s first quarter earnings report in 2024, Li Yanhong, founder, chairman and CEO of Baidu, revealed that following the cooperation with Samsung and Glory of China in the last quarter, mobile phone manufacturers such as Xiaomi, OPPO and vivo all accessed the Wenxin Big Model API this quarter. The cooperation field of the big model is still expanding from mobile phones to PC and electric vehicles, and Lenovo and Weilai Automobile also reached cooperation with during the quarter. Li Yanhong said that the expansion to smart devices has provided ample opportunities for the Wenxin model to be adopted by larger users. (36Kr)
Xiaomi Company: It is a reasonable design that the side of Xiaomi SU7 seat is not closed, which has nothing to do with quality control.
On the evening of May 16th, the official spokesperson of Xiaomi Company issued a statement saying that today, some netizens posted a video saying that Xiaomi SU7 "Why can the airbag position on the side of the seat be opened?" and questioned the quality control level of Xiaomi SU7, which was seriously misleading. The response is as follows: the side of the seat is not closed, which is a reasonable design for safety reasons and has nothing to do with quality control issues. Related misleading video content, seriously deviating from the facts. The normal use of the original seat back plate does not exist in the previously misleading video, so please rest assured.
On May 18th, Xiaomi SU7Pro made its first public appearance.
According to Xiaomi Automobile, at 08:30 am on May 18th (this Saturday), Xiaomi SU7Pro made its first public appearance. Lei Jun, Xiaomi Group President Lu Weibing and Xiaomi Group CMO Xu Fei will jointly broadcast live.
○ ○○○○○○○○○○○○○? Chishui River Wine issued a document saying that Xiaomi SU7 became a special vehicle for wine delivery.
On May 16th, Chishui River Wine WeChat official account published the article "Special Vehicle for Chishui River Wine Delivery-Xiaomi SU7". As mentioned in the article, Xiaomi SU7, the special vehicle for Chishui River wine delivery, is the first millet car equipped with Chishui River wine, and set off. Chishui River Wine is specially designed by Xiaomi SU7, which will bring you a mellow sauce flavor. Subsequently, I called Chishui River Wine to ask if I had reached a cooperation with Xiaomi. The staff of Chishui River Wine said that it could not be disclosed for the time being, and everything was subject to the official announcement. (wine industry internal reference)
Xiaomi Company: Xiaomi’s big language model MiLM officially passed the big model filing.
Xiaomi Company announced that MiLM, the big language model of Xiaomi, was officially put on record through the big model, which will be gradually applied to Xiaomi cars, mobile phones, smart homes and other products, and will be open to more users in the future.
Vice President of Xiaomi International Business Department Xiang Zheng resigned.
According to Sina Technology, the vice president of the international business department, who is in Xiaomi’s core decision-making team, resigned. When Xiang Zheng joined Xiaomi in 2018, both Lei Jun and Wang Xiang, the former president of Xiaomi Group, issued a welcome message in Weibo. Lei Jun said that "the joining of this levy will further help the rapid development of Xiaomi’s overseas business". In 2023, Lei Jun announced that Xiaomi had established the Group Management Committee, and the luxurious staffing was regarded as the core decision-making team, including not only Lu Weibing, but also Xiang Zheng. However, in recent years, Xiang Zheng has rarely made public appearances, and the specific reason for his departure is unknown. Under the leadership of Xiang Zheng, Xiaomi’s market share in overseas markets is relatively stable. However, there is still a gap with the goal of "being the first in the world in three years" shouted by Lei Jun in 2021. According to IDC data, in the first quarter of this year, Xiaomi ranked third in the world with 14.1% market share.
Xiaomi Automobile Beijing Factory plans to start the double-shift mode in June.
It is learned from several independent sources that Xiaomi Automobile Beijing Factory plans to start the double-shift mode in June, when its full monthly production capacity is expected to increase to nearly 20,000 vehicles. At the same time, Fangxindian Village, where the second phase of Xiaomi Automobile Factory is located, has entered the demolition stage. (Xinhua Finance)
When Xiaomi expands its production, it will open the second phase of the "double-shift mode" factory and enter the demolition stage.
According to several sources, in order to improve production capacity and shorten delivery time, Xiaomi Automobile Beijing Factory plans to start the "double shift mode" in June, and the daily production time will be increased from 8 hours to 16 hours. Lei Jun, chairman of Xiaomi Group, once said that Xiaomi Automobile Factory can produce 40 millet SU7s per hour, and a new car can be rolled off the assembly line every 76 seconds. Based on this calculation, after starting double-shift production, its full monthly production capacity is expected to increase to the level of nearly 20,000 vehicles. The second phase factory of Xiaomi Automobile is also advancing step by step. It is understood that the second phase of Xiaomi Automobile Project is located in Fangxindian Village and Xiaozhang wan Village of Yizhuang New Town, with an annual planned production capacity of 150,000 vehicles. The reporter from Cailian learned from the field that this area has entered the stage of demolition, and the archway of the landmark building "Fangxindian" has been demolished. According to the plan, the second phase plant of Xiaomi Automobile will start in 2024 and be completed in 2025. . (Cailian)
Xiaomi registered satellite communication APP
Tianyancha intellectual property information shows that recently, the software copyright of "Xiaomi Satellite Communication APP" of Beijing Xiaomi Mobile Software Co., Ltd. was approved for registration, and the current version number is V1.0. Beijing Xiaomi Mobile Software Co., Ltd. was established in May 2012, and its legal representative is Qu Heng, which is wholly owned by Xiaomi Communication Technology Co., Ltd.
Xiaomi Automobile: Completed the delivery of the 10000th millet SU7.
Xiaomi Automobile announced in Weibo that it had completed the delivery of the 10000th millet SU7 by 10: 00 on May 15th. The company said that it will guarantee to complete the delivery target of 100,000 units this year.
Wang Hua responded to the brake failure of Xiaomi SU7: it was indeed a software misrecognition, and the "small probability" event has been fixed.
Wang Hua, the general manager of the public relations department of Xiaomi Group, sent a message in Weibo today in response to the brake failure of Xiaomi SU7: It was verified that the software was mistaken. At present, this small probability event has been repaired, so you don’t have to panic. Wang Hua said that he had asked an engineer from the Automobile Department to help sort out the situation. After analysis, it was confirmed that the system of the main brake controller (DPB/BCP) mistakenly identified the degradation and triggered the backup braking strategy, and the auxiliary brake controller (ESP/BCS) directly responded to the braking demand to provide braking deceleration for the vehicle. At the same time, the big screen of the vehicle also reported the fault prompt of the braking system.
Xiaomi Zhizao Fund shares in Yunlu New Energy.
Tianyancha App shows that recently, Qingdao Yunlu New Energy Technology Co., Ltd. has undergone industrial and commercial changes. Qingdao Yingbai Investment Co., Ltd. and Li Xiaoyu have withdrawn from the ranks of shareholders, and Beijing Xiaomi Zhizao Equity Investment Fund Partnership (Limited Partnership) and Jiang Zhijun have been added as shareholders. At the same time, the registered capital of the company has increased from about 96.46 million RMB to about 102 million RMB.
Xiaomi and JD.COM signed a strategic cooperation agreement
According to the official blog of Xiaomi Company, Xiaomi and JD.COM have recently reached a strategic cooperation, and the two sides have defined the goal of omni-channel sales of Xiaomi in JD.COM of 200 billion in the next three years.
[Hong Kong stock rating]
On May 13th, Puyin International gave Xiaomi Group -W a buy rating with a target price of HK$ 23.60.
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