【#小米高管回应车企黑公关#】#小米高管支持整顿车企黑公关#10月11日，@人民网评 发文谈车企黑 公关，从论坛灌水到AI造假，汽车行业"黑公关"乱象成为一大网络顽疾。据央视网报道，近十年来，水 军手段从简单炒作进化到专业化、规模化，技术更智能隐蔽。许多车企被迫参与舆论攻防，每年投入约 10%预算甚至更多用于应对黑公关。舆论不该是随意操纵的武器，流量也不该是取之不尽的弹药。无论 是从为汽车行业健康发展护航的角度，还是从网络环境及营商环境治理提升的角度，都是时候对车 圈"黑公关"打出一套组合拳了。对此，小米集团董事长特别助理、战略市场部副总经理@徐洁云 转发 并表示："坚决反对恶意造谣诋毁攻击。"各位网友，您怎么看？@东方财经 转自：贝壳财经 ...

Core Insights - Apple is shifting its focus from the Apple Vision Pro to the smart glasses market, planning to release its first product, Apple Glass, in 2026 and officially launch it in 2027 [2][26] - Xiaomi's AI glasses have seen strong initial sales, with over 80,000 units sold within the first 15 days, positioning them as a significant player in the AI glasses market [8][10] - The global smart glasses market is projected to ship 12.05 million units in 2025, with a year-on-year growth of 18.3% [10] Group 1: Apple’s Strategy - Apple is reportedly pausing the development of a lightweight headset to concentrate on smart glasses, reallocating resources from the Apple Vision Pro project [2][3] - The Vision Pro, priced at $3,500, has received mixed reviews and is not seen as a mass-market product, leading Apple to consider targeting enterprise customers instead [13][18] - Apple’s current capabilities in AI and voice interaction are perceived as insufficient for entering the AI glasses market effectively [18][29] Group 2: Xiaomi’s Market Position - Xiaomi's AI glasses were launched at a major event and are considered a key entry point into the future AI ecosystem [5][4] - The initial sales surge for Xiaomi's AI glasses has since declined significantly, indicating potential challenges in sustaining momentum [16][17] - Xiaomi's ecosystem strategy focuses on hardware supply chain integration, which has contributed to its competitive edge in the AI glasses market [28] Group 3: Market Dynamics - The smart glasses market is experiencing rapid growth, but challenges such as cost, battery life, and ecosystem development remain significant hurdles [17][28] - Meta's smart glasses have outsold Apple's Vision Pro by a significant margin, highlighting the competitive landscape [13][14] - Analysts suggest that the lack of a robust application ecosystem is a critical barrier to the widespread adoption of AR glasses [27][28]

Core Insights - The article highlights significant advancements in the flexible electronics sector in Jiangsu, particularly through the collaboration between Xiaomi and Lumi Blue New Materials Co., which has achieved mass production of new red OLED materials, breaking the long-standing monopoly of international giants in high-end display materials [1][6] Group 1: Technological Breakthroughs - The flexible electronics national key laboratory has made notable progress in various fields, including perovskite solar cells and LEDs, achieving a solar cell conversion efficiency of 24.1% under normal conditions and maintaining over 80% efficiency after extensive testing [3] - The laboratory has also innovated in full-screen printing technology, achieving a printing speed of 20 cm/s, which significantly lowers the production threshold for solar cells [3] - The laboratory's focus on perovskite LEDs has led to a breakthrough with luminous efficiency exceeding 20%, marking a significant milestone for China in this new technology sector [3] Group 2: Research and Development Ecosystem - The laboratory has established a collaborative research model, breaking down disciplinary barriers and enhancing the speed of technology transfer by partnering with multiple universities and industries [4][6] - The talent pool at the laboratory is robust, with 67% of researchers under 40 years old and a significant proportion having overseas research experience, which supports a strong foundation for innovation [2][6] - The laboratory's approach emphasizes practical applications of research, addressing industry challenges and collaborating with major companies like Xiaomi and BOE Technology Group to facilitate technology breakthroughs [3][4] Group 3: Future Outlook - Looking ahead, the laboratory plans to deepen the integration of industry and academia, focusing on national strategic needs and aiming to enhance the development of flexible sensing systems and high-end materials in the display industry [4][7] - The laboratory's development reflects Jiangsu's commitment to fostering a collaborative innovation ecosystem, which is expected to contribute to the province's goal of becoming a globally influential center for industrial technology innovation [6][7]

Group 1 - The core viewpoint is that Xiaomi's performance during the Golden Week is commendable, especially considering the recent launch of new Apple products [1] - Xiaomi's 17 series has received significant recognition from consumers for its innovation, experience, and quality [1]

Core Viewpoint - The performance of Xiaomi smartphones during the Golden Week and following the launch of new Apple products is commendable, highlighting the innovation, experience, and quality of the Xiaomi 17 series, which has gained significant consumer recognition [1] Group 1 - Xiaomi's achievements during the Golden Week are noteworthy, especially in the context of recent Apple product launches [1] - The Xiaomi 17 series has been recognized for its innovation, user experience, and quality, contributing to its positive reception among consumers [1]

Core Insights - Xiaomi achieved a market share of 21.2% during the Golden Week from September 29 to October 5, surpassing Apple to become the top smartphone seller in China [1] - The sales momentum for the Xiaomi 17 series remains strong, with cumulative sales exceeding 1 million units, representing a 20% increase compared to the previous generation [1] Market Performance - Xiaomi (including REDMI) ranked first with 1,455,600 units activated and a market share of 21.20% in the 40th week of 2025, showing a slight decrease from 22.08% in the previous week [2] - Apple ranked second with 1,119,100 units activated and a market share of 16.30%, down from 20.22% [2] - Vivo (including SIQOO) secured the third position with 1,091,600 units activated and a market share of 15.90%, up from 14.07% [2] - OPPO (including OnePlus and realme) came in fourth with 1,017,200 units activated and a market share of 14.81%, increasing from 12.97% [2] - Huawei ranked fifth with 961,000 units activated and a market share of 14.00%, up from 13.79% [2]

Market Overview - The three major U.S. stock indices experienced declines on Friday, with the Hang Seng Index ADR closing at 25,322.53 points, down 967.79 points or 3.68% compared to the Hong Kong close [1] - The trading volume was 134 million, with a high of 26,451.01 and a low of 25,275.38 [1] Major Blue-Chip Stocks - Most large-cap stocks fell, with HSBC Holdings closing at HKD 102.604, down 0.87% from the Hong Kong close [2] - Tencent Holdings closed at HKD 622.285, down 4.48% from the Hong Kong close [2] Stock Performance Summary - Tencent Holdings: Latest price HKD 651.500, down 3.55%, ADR price HKD 622.285, down 4.48% [3] - Alibaba Group: Latest price HKD 165.400, down 4.56%, ADR price HKD 154.686, down 6.48% [3] - HSBC Holdings: Latest price HKD 103.500, down 0.48%, ADR price HKD 102.604, down 0.87% [3] - Xiaomi Group: Latest price HKD 52.050, down 2.44%, ADR price HKD 49.061, down 5.74% [3] - AIA Group: Latest price HKD 73.900, down 0.27%, ADR price HKD 70.412, down 4.72% [3] - Hong Kong Exchanges: Latest price HKD 444.600, down 2.67%, ADR price HKD 419.007, down 5.76% [3]

Core Insights - The article highlights the transformation of the Chinese technology industry from a "follower" to a "leader" in innovation, particularly in the consumer electronics sector, exemplified by the success of Xiaomi's 17 series smartphones [1][3][9] Group 1: Innovation Trends - Innovation capability is shifting from "weak" to "strong," with Chinese tech companies redefining product innovation and establishing new advantages in the consumer electronics market [3][4] - The value chain is moving from "low" to "high," driven by technological innovation and industrial upgrades, indicating a transition towards mid-to-high-end products [4][5] - New consumer demands are emerging, with technology innovation creating new consumption scenarios and stimulating market activity, as seen during the recent holiday shopping period [6][7] Group 2: Market Performance - In the automotive sector, China's new energy vehicle sales surged to 12.87 million units in 2024, with a penetration rate of 40.9%, showcasing significant growth from 2014 [5][6] - The export of automobiles reached 4.29 million units in the first eight months of the year, with new energy vehicle exports increasing by 87.3% [6] Group 3: Long-term Strategy - The focus is shifting from short-term gains to long-term technological foundations, with companies like Xiaomi investing heavily in core technology research and development [7][8] - Xiaomi plans to invest 200 billion yuan in core technology R&D over the next five years, emphasizing the importance of continuous investment in innovation [9]

Group 1 - The core viewpoint is that United Power is currently supplying electric drive systems to Xiaomi Auto, which is one of its main clients [2] - United Power has not established a partnership with Huawei's HarmonyOS Intelligent Driving [2]

Core Insights - On October 10, 2025, Alibaba-W (09988), SMIC (00981), and Tencent Holdings (00700) were the top three companies by trading volume in the southbound trading of the Stock Connect, with trading amounts of 140.49 billion, 86.63 billion, and 42.68 billion respectively [1][2] - In the southbound trading of the Shenzhen-Hong Kong Stock Connect, Alibaba-W (09988), SMIC (00981), and Tencent Holdings (00700) also ranked as the top three, with trading amounts of 77.88 billion, 48.07 billion, and 26.41 billion respectively [1][2] Southbound Trading Highlights - The top three active companies in the southbound trading of the Shanghai-Hong Kong Stock Connect were: - Alibaba-W (09988): 140.49 billion with a net buy of -13.44 billion - SMIC (00981): 86.63 billion with a net buy of -14.69 billion - Tencent Holdings (00700): 42.68 billion with a net buy of -11.60 billion [2] - The top three active companies in the southbound trading of the Shenzhen-Hong Kong Stock Connect were: - Alibaba-W (09988): 77.88 billion with a net buy of -4.67 billion - SMIC (00981): 48.07 billion with a net buy of -12.39 billion - Tencent Holdings (00700): 26.41 billion with a net buy of +2.09 billion [2]