One-week inventory | Xiaomi Group Hong Kong stocks fell 4.24% last week

[trend of individual stocks]

15 April to 19 April

Last week, the Hang Seng Index fell by 2.98% and the Hang Seng Technology Index fell by 5.65%.

Xiaomi Group -W Hong Kong stocks fell 4.24% last week.Last week, the total turnover was 9.287 billion Hong Kong dollars. As of last week’s close, the stock price of Hong Kong stocks was 15.80 Hong Kong dollars, with a market value of 394.242 billion Hong Kong dollars. Hong Kong stocks rose 5.76% this month, 1.28% this year and 36.92% in the last 52 weeks.

[Stock repurchase]

Xiaomi Group -W bought back 6 million shares in Hong Kong stocks last week.

[Company comparison]

Securities code Securities abbreviation Latest price Last week’s ups and downs Up and down this month Up and down this year 52-week ups and downs MSFT Microsoft $399.12 -5.4% -5.13% 6.14% 39.67% AAPL apple $165.00 -6.54% -3.78% -14.3% -0.01% BB blackberry $2.75 -9.84% -0.36% -22.32% -34.99% 01810 Xiaomi group -W 15.80 hong kong dollars -4.24% 5.76% 1.28% 36.92% 02018 Ruisheng technology HK$ 23.75 -7.59% -9.52% 2.37% 44.29% 01478 Qiutai technology HK$ 3.10 -8.82% 2.65% -30.18% -20.51% 00285 Byd electronic HK$ 23.60 -11.94% -18.2% -35.52% 3.51% 02382 Shunyu optics technology HK$ 35.65 -13.26% -10.76% -49.68% -59.02% 02038 Fuzhikang group 0.67 hong kong dollars -21.18% 31.37% 9.84% -18.29%

[Related News]

Xiaomi Auto: A new color millet SU7 car model has been developed.

Xiaomi Auto Official Micro updated the latest issue of "Xiaomi SU7 Answers User Questions" on the evening of 20th. Xiaomi Auto said that the new color Xiaomi SU7 car model has started research and development.

Xiaomi Auto: At 9: 00 am tomorrow, Xiaomi SU7 will be refitted and turned on within 24 hours.

Xiaomi Auto: At 9: 00 am tomorrow, Xiaomi SU7 will be refitted and turned on within 24 hours. (Xiaomi Automobile)

Xiaomi SU7 is not cost-effective? Lei Jun: Don’t talk about cost performance in industries with huge losses. Pure electric cars are basically losing money.

Lei Jun said that Xiaomi SU7 has only been released for 20 days, and it is a bit premature to talk about success now. "Xiaomi SU7 is too hot. I am a little nervous. It is a public beta. There is no dead angle in 360 degrees. Everyone uses a magnifying glass to look at every small detail. I am particularly nervous about all kinds of interpretations and analysis." He stressed that if the first stage is successful, it is necessary to grasp the manufacturing quality, deliver the car well and provide good service before it is truly successful. Regarding the problem that the delivery time of Xiaomi SU7 is too long raised by netizens, he said that Xiaomi SU7 has achieved the release and delivery, and the delivery is the quantity. "The sales volume is 3-5 times higher than we expected. A supplier meeting was held urgently a week ago and production is being stepped up." Some netizens think that Xiaomi SU7 is not cost-effective. Lei Jun responded that pure tram companies basically don’t make money, and there is also a car that loses more than 100,000 yuan. "Don’t talk about cost performance in industries with huge losses. In pure electric cars, they are basically losing money." (Sina Finance)

Lei Jun: The first stage of Xiaomi Automobile was a success.

Lei Jun said in the 20-day live broadcast of Xiaomi SU7 that it is too early to talk about whether Xiaomi Auto is successful, but the first stage is a success. It takes a long time to build a car. Xiaomi is a long-term enterprise. Now we need to grasp the quality of the car and serve our customers well. (science and technology innovation board Daily)

Lei Jun responded by being called to deliver quickly: it is purely confusing to screw.

At 16: 00 on the 18th, Lei Jun started the live broadcast on time at Beijing Xiaomi Automobile Delivery Center. In the live broadcast, Lei Jun responded that he was urged to deliver, saying: Many people urged us to deliver quickly. Mr. Lei, can you go to the factory to make screws? Today, our factory is a modern factory, and the main processes are fully automated. In fact, it is not as fast as the machine to make screws, which is purely confusing. (Sina Technology)

Lei Jun: Xiaomi Auto Delivery Center will cover 40 cities by the end of this year.

Lei Jun, chairman of Xiaomi, started a live broadcast at Xiaomi Auto Delivery Center today to talk about the sales of Xiaomi SU7. He said that at present, the Xiaomi Automobile Delivery Center has covered 29 cities across the country, covering the main markets of new energy vehicles; It will cover 40 cities by the end of this year. (Sina Technology)

Lei Jun said that the compatibility of Xiaomi SU7 tripartite charging pile is over 99%.

Lei Jun issued a document saying that Xiaomi SU7 charging test covers over 99% of charging operators nationwide, and has tested over 2,000 charging piles of different models, totaling 18,900. The compatibility of three-way charging piles is over 99%.

Ji Yue responded that the employee was fired for buying Xiaomi car: it is against the job responsibilities and professional ethics to engage in behaviors unrelated to company affairs during office hours.

In response to the rumors that employees of Extreme Vietnam were fired for buying Xiaomi cars. The Department of Automobile Law of Extreme Vietnam issued a statement today, saying that Yao was not fired for buying a certain meter car, but was engaged in behaviors unrelated to company affairs during working hours and obviously contrary to his job responsibilities and professional ethics. The company believes that Yao’s above-mentioned behaviors have seriously violated the company’s labor discipline and system, and it is well-founded and reasonable for the company to unilaterally terminate its labor contract. Jiyue Automobile also said that employees have never been forbidden to buy other brands of vehicles. In fact, no matter what brand of vehicles employees drive, the company provides parking spaces and convenient charging and recharging facilities for employees in the exclusive parking lot in the work area. Please let the general public know the truth, don’t believe in rumors, and don’t spread rumors.

(): The company mainly provides software services such as global treasurer management system for Xiaomi Group.

On April 16, Pulian Software said on the interactive platform that the company mainly provides software services such as global treasurer management system for Xiaomi Group.

Xiaomi Group: On April 16th, it spent about 47.83 million yuan on the Hong Kong Stock Exchange to buy back 3 million shares.

Xiaomi Group announced that on April 16th, it spent about 47.83 million yuan on the Hong Kong Stock Exchange to buy back 3 million shares.

Xiaomi SU7 was listed in the Catalogue of New Energy Vehicles with Vehicle Purchase Tax Exemption.

According to the Catalogue of New Energy Vehicles with Vehicle Purchase Tax Exemption (the fourth batch) announced by the Ministry of Industry and Information Technology, Xiaomi SU7, () Seal, Zhijie S7, etc. are listed.

(): It has a cooperative relationship with Xiaomi Automobile.

AVIC Optoelectronics said on the interactive platform on April 15 that the company focuses on the research and development of automotive interconnection and charging/replacing solutions in the field of new energy vehicles, and its products cover power systems, charging/replacing fields and intelligent network connections. At present, we have provided high-voltage connectors, high-voltage wire harnesses, charging/replacing electricity and other products to domestic mainstream and international first-class vehicle enterprises and equipment manufacturers. The company has a cooperative relationship with Xiaomi Automobile.

Insiders: The number of locks of Xiaomi SU7 has exceeded 60,000.

According to the interface news, on April 15th, Xu Jieyun, the special assistant to the chairman of Xiaomi Group and the deputy general manager of China Marketing Department, responded to the news that "Xiaomi loses an average of 6,800 yuan every time it sells a millet SU7", saying that this information may be quite different from the actual situation. Sun Shaojun, founder of Car fans, issued a document yesterday, saying that the number of orders locked by Xiaomi SU7 has exceeded 60,000, and the rate of returning orders is about 55%. He also revealed that the production capacity of Xiaomi SU7 will increase this week, and it is expected that the daily production will increase to more than 400 vehicles. I learned from Xiaomi Beijing Automobile Production Base that Xiaomi SU had produced about 8,000 vehicles in July.

Xiaomi executives responded to the relevant forecast of "the average loss of every SU7 sold is 6,800 yuan": the information deviation is large.

Today, it is reported that Citigroup expects that the delivery volume of SU7 of Xiaomi Group will reach 5,000 to 6,000 units in April, and the annual delivery volume will be about 55,000 to 70,000 units. The bank estimated that Xiaomi lost an average of 6,800 yuan for every SU7 sold in 2024, and the whole car-making business lost a total of 4.1 billion yuan. In response, Xu Jieyun, special assistant to the chairman of Xiaomi Group and deputy general manager of China Marketing Department, said in Weibo, "This information may be quite biased. I see, the report of Citi Auto Analyst came from April 2nd, and the sales boom of Xiaomi SU7 may be underestimated. In the past few weeks, our orders have continued to increase, and we are also making every effort to improve our delivery capacity. "

Citigroup: It is estimated that Xiaomi will lose 6,800 yuan for every car sold, and at most 70,000 units will be delivered this year.

Citigroup released a research report, and it is estimated that the delivery volume of SU7 of Xiaomi Group will reach 5,000 to 6,000 units in April, and the annual delivery volume will be about 55,000 to 70,000 units. At present, the delivery time of Xiaomi SU7 is as long as six months. If the production capacity cannot keep up with the demand, Xiaomi may encounter a growth problem similar to that of Tucki G6 last year. The bank estimated that Xiaomi lost an average of 6,800 yuan for every SU7 sold in 2024, and the whole car-making business lost a total of 4.1 billion yuan.

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