JP#XIAMIRP2811A.P (62139) News

Daiwa slightly lowered Xiaomi's (01810.HK) target price to HK$32, maintaining its 'Buy' rating.

Daiwa published a research report indicating that it expects Xiaomi-W (01810.HK) to report weaker-than-expected second-quarter results, due to the normalization of subsidy policies, a high base effect, and a slowing macroeconomic environment. Revenue is projected to decline 9% year-over-year to RMB 106 billion, with adjusted net profit forecast at RMB 6.2 billion and a net profit margin of 5.7%. Specifically, the firm anticipates Xiaomi's IoT segment revenue to drop 22% year-over-year to RMB 30 billion, with a gross margin of 20%. However, as the second quarter marks the last period significantly influenced by high subsidies and pronounced base effects, the firm expects a notable improvement in revenue growth for this segment in the second half of the year. Additionally, the firm

AASTOCKS10:47

Express News | China Association of Automobile Manufacturers: New energy passenger vehicle production reached 1.449 million units in July, up 25.6% year-on-year and 0.2% month-on-month.

Breakings9minutes ago

Omdia: Global tablet shipments declined 10% year-over-year in Q2; Apple maintained its leading position, while Lenovo posted a 27% increase despite the market downturn.

Omdia's latest research shows that the global tablet market entered a downturn in the second quarter, with shipments declining 10% year-over-year to 36 million units—the first time in recent years that seasonal demand from the back-to-school shopping period failed to drive sequential quarterly growth. Apple (AAPL.US) shipped 13.5 million iPads globally during the quarter, down 7.5% year-over-year, yet still captured a 38% share of the global tablet market, maintaining its leading position. Samsung retained its status as the second-largest tablet vendor, shipping nearly 6 million units, a 13% year-over-year decline. Among the top vendors,

AASTOCKS49minutes ago

Hong Kong Market Midday Commentary | All three major indices declined, with the Hang Seng Tech Index down 1.27%; tech and internet stocks fell, with Kuaishou and JD.com each dropping nearly 3%; biotech stocks rose, as GenScript Biotech surged over 8% and

Tech and internet stocks broadly declined, with Kuaishou-W down 2.80% and JD.com-SW falling 2.76%; gold mining stocks were mostly lower, with Zijin Mining dropping 3.51% and China Gold International down 2.55%; oil stocks rose across the board, with CNOOC up 3.76% and PetroChina advancing 2.04%.

Futu News12:10

Major Brokerage: JPMorgan Lowers Xiaomi (01810.HK) Target Price to HK$31, Expects Modest Q2 Earnings

JPMorgan released a report expecting Xiaomi (01810.HK) to report lackluster second-quarter results, primarily due to margin pressure in smartphones, slowing IoT growth, and weak momentum in electric vehicles ahead of new model launches. Looking ahead to the second half of the year, EV shipments should recover with the launch of SkyNomad, but cost pressures from rising memory prices will continue to weigh on margins. The bank believes Xiaomi’s full-year 2026 target of delivering 550,000 electric vehicles currently appears unattainable, and a downward revision of this target could mark a near-term bottom for the stock price. Following significant adjustments in the first half of the year, valuations have retreated to an attractive level, but...

AASTOCKS10:04

Xiaomi (01810.HK) has launched campus recruitment, with demand for AI-related positions increasing by 50%.

Xiaomi (01810.HK) announced the launch of its global campus recruitment campaign, targeting international and domestic graduates who will complete their studies between September 2026 and August 2027. Over 17 job categories are open for application, with product research and development roles accounting for 70%, covering areas such as hardware and software R&D, algorithms, chip design, and supply chain management. The group stated that demand for AI-related positions in this recruitment cycle has increased by 50%, involving AI products including Xiaomi MiMo, Xiaomi Miclaw, Xiaomi-Robotics-1, XRING, and Xiaomi CyberOne.

AASTOCKS09:38

Industrial Securities: Who Is Buying Hong Kong Stocks?

Among the four categories of capital flows, southbound capital has been the primary driver increasing positions in Hong Kong-listed equities since July, while foreign capital began returning significantly from mid-July.

Zhitong FinanceAug 10 21:07

Zhitong Stock Connect Active Trading | August 10

Stock Connect Active Trading | August 10, 2026

Zhitong FinanceAug 10 19:00

Express News | Southbound funds recorded a net purchase of RMB 2.021 billion today. Via Shanghai-Hong Kong Stock Connect, Zhipu AI and another stock received net purchases of HKD 833 million and HKD 560 million, respectively; SMIC led in net sales, amounting to HKD 139

BreakingsAug 10 17:31

AI's 'Windows moment': Hong Kong-listed internet stocks may present a strategic allocation window

Western Securities believes that AI is currently at a critical juncture, transitioning from a 'command-line interface (CLI)' to a 'graphical user interface (GUI).' Due to persistently high hardware costs and insufficient workflow integration, total factor productivity has not yet seen widespread improvement, but China is poised to achieve a breakthrough by leveraging its engineering talent dividend.

wallstreetcnAug 10 16:44

Express News | National Development and Reform Commission, National Energy Administration: Deepen Implementation of the "Artificial Intelligence Plus" Initiative and Strengthen Data Aggregation for Artificial Intelligence in the Coal Sector

BreakingsAug 10 16:10

Hong Kong Market Midday Review | All three major indices rose, with the Hang Seng Index up 0.72%; tech and internet stocks broadly advanced, Alibaba gaining over 2%; biotech stocks climbed, with Wuxi Apptec rising nearly 3% to hit a new intraday high; Guo

Tech and internet stocks rose, with Alibaba-W up 2.10% and JD.com-SW up 1.80%; coal stocks advanced, with Jinma Energy surging 20.83% and Power Development rising 8.95%; Hong Kong retail stocks gained, with Bonjour Holdings down 8.00% and Chow Sang Sang up 6.69%;

Futu NewsAug 10 12:10

Hong Kong Market Morning Commentary: All three major indices opened higher, technology and internet stocks broadly rose, and Guotai Junan International surged 37% upon resuming trading.

Gelonghui, August 10 | The S&P 500 index hit a new all-time high last Friday, while Japanese and South Korean equities rose in early trading. All three major Hong Kong stock indexes opened higher collectively, with the Hang Seng Index up 0.53%, the Hang Seng China Enterprises Index down 0.61%, and the Hang Seng Tech Index down 0.85%. Major internet and technology stocks rallied across the board, with JD.com up 1.4%, Alibaba up 1.3%, and Baidu, Xiaomi, and Tencent all posting gains. Guotai Junan International, which received a privatization offer from Guotai Haitong at a premium of approximately 44.2%, surged 37% on its resumption of trading, leading a broad rally in Chinese brokerage stocks. Biopharmaceuticals, robotics concept stocks, AI application-related stocks, and optical communication concept stocks also rose. Meanwhile, tea beverage stocks declined, and the Shanghai...

Gelonghui FinanceAug 10 09:25

AI hardware price hikes ripple through 3C leasing: demand doubles as rental firms dismantle and sell graphics cards and memory modules

① Several equipment leasing providers indicated that compared to the price increases of upstream hardware components such as memory and graphics cards, rental prices for consumer electronics have not risen as significantly, with some products seeing price hikes of approximately 5%. ② Industry insiders revealed that amid rising hardware prices, some suppliers opt to disassemble and directly sell components like graphics cards and memory modules. Many small and medium-sized equipment lessors also sell parts or entire devices to quickly generate cash, planning to repurchase them once prices decline in the future.

cls.cnAug 9 09:20

Xiaomi Group-W (01810.HK): Actively Addressing Disruptions in the Smartphone Market and Iterating AI Capabilities

Smartphone shipments faced short-term pressure, with price increases implemented across multiple models. According to IDC data, global smartphone shipments reached 277.5 million units in the second quarter of 2026, a year-over-year decline of 6.7%. Xiaomi maintained its position with shipments of 31.2 million units.

Guosheng SecuritiesAug 9 00:00

Avatr Launches 07L SUV, Taking on Xiaomi YU7 With Huawei ADS 5 and 725 Km Range

CnEVPostAug 8 20:57

Xiaomi Group-W (1810.HK): Q2 2026 Earnings Preview – Marginal Easing of Memory-Related Pressures; Watch for Catalyst from Pengcheng's New Vehicle Launch

Key View: In the short term, the pace of global memory price increases is gradually slowing, leading to a marginal easing of cost pressures on memory. On the smartphone side, continued implementation of price hikes and product mix optimization has driven ASP to a new阶段性 high, maintaining a degree of resilience in smartphone gross margins. On the automotive side,

CITIC SecuritiesAug 7 20:57

Chart Preview | Earnings Season Begins for Chinese Tech Stocks! Tencent and JD.com Report First, Facing Dual Challenges of AI and Profitability

In August, with earnings releases from major tech and internet giants such as Tencent, JD.com, Alibaba, and Meituan, market focus on China’s internet leaders has shifted from whether they would continue facing headwinds to whether they could further validate a recovery in profitability. Institutions expect further divergence in performance among large internet platforms, with AI revenue growth, profit margins, and capital expenditures emerging as key focal points.

Futu NewsAug 7 18:10

Market Snapshot | All three major indices rose, with the Hang Seng Tech Index up 0.78%; large-model-related stocks performed strongly, Zhipu AI surged nearly 15%, and MINIMAX gained almost 10%; PCB-related stocks advanced, with T.T. Board Holdings rising

Technology and internet stocks declined across the board, with SenseTime Group down 3.95% and NetEase up 1.08%; pharmaceutical stocks rose collectively, led by Pharmaron advancing 12.07% and Insilico Medicine up 10.88%; semiconductor stocks gained, with GigaDevice rising 6.80% and Tianshu Zhixin up 6.31%;

Futu NewsAug 7 16:25

August 6 Buyback Roundup | Xiaomi Group-W, Yum China, and others announced share repurchases, with Xiaomi Group-W spending HK$49.9504 million

According to a filing disclosed by the Hong Kong Exchange on August 7, Xiaomi Group-W (01810.HK), Yum China (09987.HK), and others repurchased shares. ① Xiaomi Group-W (01810.HK) repurchased 1.862 million shares of weighted voting rights shares on August 6, for a total amount of HK$49.9504 million, at prices ranging from HK$26.76 to HK$26.88 per share. Since the adoption of the share repurchase mandate, the cumulative number of securities repurchased has reached 96.3774 million shares, representing 0.37% of the issued shares outstanding as of the date the ordinary resolution was passed. ② Yum China

Futu NewsAug 7 09:30