格隆汇1月15日丨小米集团-W(01810.HK)公告，1月15日耗资1.48亿港元回购390万股。 ...

小米集团-W(01810)发布公告，于2026年1月15日，该公司斥资1.48亿港元回购390万股股份，每股回购 价37.86-37.92港元。 于同日，公司根据股份计划发行1.6万股股份。 ...

于同日，公司根据股份计划发行1.6万股股份。 智通财经APP讯，小米集团-W(01810)发布公告，于2026年1月15日，该公司斥资1.48亿港元回购390万 股股份，每股回购价37.86-37.92港元。 ...

Group 1 - The core theme of the upcoming third live stream is to promote the new generation of Xiaomi SU7, similar to the previous stream [5] - Xiaomi's CEO Lei Jun has conducted three live streams within half a month, indicating a high level of engagement in the automotive sector [7] - The first generation of SU7 was a significant success, and the subsequent YU7 model achieved remarkable sales, creating pressure for the new SU7 to perform well [7][10] Group 2 - The third live stream will feature guests from the automotive media and Xiaomi's HAD autonomous driving division, focusing on driving capabilities and media reputation [5] - The pressure on Xiaomi is evident as any underperformance of the new SU7 could lead to widespread criticism online [7] - The company aims to continue the sales success of its automotive products with the new SU7 [10]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 小米集团 (於開曼群島註冊成立以不同投票權控制的有限公司) 呈交日期： 2026年1月15日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 不同投票權架構公司普通股 | | 股份類別 B | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 01810 | 說明 | | | | | | | 多櫃檯證券代號 | 81810 | RMB 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行 ...

Core Insights - The evolution of smart wearable devices is expanding from wrists and fingers to the nose bridge, marking the beginning of a "battle of hundreds of glasses" [2] - 2025 is defined as the "Year of AI Glasses," with numerous consumer-grade products set to launch, driving rapid growth in the global smart glasses market [3][4] - The competition will intensify in 2026 as more tech giants enter the market, with Google, Apple, and ByteDance announcing their AI glasses projects [5] Market Overview - In 2024, AI glasses sales are projected to be 1/125 of smartwatches, but with a staggering year-on-year growth of 533% [6] - The global shipment of AI glasses in 2024 is expected to reach 152,000 units, while the total shipment of wearable devices (smartwatches and bands) is estimated at 190 million units [10] - Morgan Stanley predicts that by 2028, global AI glasses shipments could reach 35 million units, with a compound annual growth rate of 96% [11] Product Categories - AI audio glasses combine headphones with glasses, focusing on high-quality audio and voice assistant features, making them the most accessible form of smart glasses [7] - AI camera glasses include first-person perspective recording capabilities, appealing to social media users and content creators [8] - AI+AR glasses incorporate augmented reality features, overlaying virtual information onto the real world [9] Consumer Trends - The Double Eleven shopping festival in 2025 saw a 25-fold increase in smart glasses sales on Tmall, indicating strong consumer interest [12] - AI glasses are categorized as a high-growth segment alongside AI smartphones and learning devices, with sales growth exceeding 100% [12] - The market's enthusiasm is driven more by marketing efforts from major companies than by widespread consumer demand [29] Sales Performance - Xiaomi and Rokid are leading in sales, with Xiaomi's glasses priced at 1,899 yuan and Rokid's at 4,299 yuan, targeting different consumer segments [33] - Popular features among consumers include real-time translation, first-person shooting, high-definition calls, and smart voice assistants [34] - Despite high sales, the average return rate for AI glasses is around 30%, indicating potential issues with consumer satisfaction [32][38] Challenges and Future Outlook - The main challenges for AI glasses include balancing weight, computing power, and battery life, often referred to as the "impossible triangle" [44] - The lack of physical retail experiences contributes to high return rates, as potential buyers face information asymmetry [45] - The industry is exploring the concept of "necessity" for AI glasses, questioning whether their functionalities can support daily use like smartphones [46]

转自：智通财经 【南向资金今日净卖出约15亿港元 中国移动遭净卖出居前】智通财经1月15日电，南向资金今日净卖出 15.15亿港元。其中，中国移动、小米集团-W分别遭净卖出7.91亿港元、4.91亿港元；阿里巴巴-W获净 买入约19.76亿港元。 ...

专题：2025科技风云榜 其中，Xiaomi 17 Ultra 徕卡版获得新浪2025科技风云榜——年度 美学影像手机。 今年是"科技风云榜"第十三年，、中国工程院资深院士金涌、欧 洲科学院院士金耀初、GSMA大中华区总裁斯寒等近20位重磅嘉 宾带来分享，欢迎持续关注。 专题：2025科技风云榜 新浪科技讯 1月15日下午消息，由新浪财经客户端、新浪科技联合主办的"2025科技风云榜"年度盛典今日开幕，今年 活动主题为"启新智，赴新程"。 新浪科技讯 1月15日下午消息，由新浪财经客户端、新浪科技联合主办的"2025科技风云榜"年度盛典今日开幕，今年 活动主题为"启新智，赴新程"。 活动现场，行业精英、科研先锋与产业代表共同探讨AI技术的落地实践与未来方向，助力产业智能化转型迈入新征 程！活动同时为洞悉机遇、勇于创新、缔造价值的企业和独具匠心的科技产品颁发奖项荣誉。 活动现场，行业精英、科研先锋与产业代表共同探讨AI技术的落地实践与未来方向，助力产业智能化转型迈入新征 程！活动同时为洞悉机遇、勇于创新、缔造价值的企业和独具匠心的科技产品颁发奖项荣誉。 其中，Xiaomi 17 Ultra 徕卡版获得新浪202 ...

专题：2025科技风云榜 新浪科技讯 1月15日下午消息，由新浪财经客户端、新浪科技联合主办的"2025科技风云榜"年度盛典今 日开幕，今年活动主题为"启新智，赴新程"。 活动现场，行业精英、科研先锋与产业代表共同探讨AI技术的落地实践与未来方向，助力产业智能化 转型迈入新征程！活动同时为洞悉机遇、勇于创新、缔造价值的企业和独具匠心的科技产品颁发奖项荣 誉。 其中，小米AI眼镜获新浪2025科技风云榜年度AI眼镜 奖。 今年是"科技风云榜"第十三年，、中国工程院资深院士 金涌、欧洲科学院院士金耀初、GSMA大中华区总裁斯 寒等近20位重磅嘉宾带来分享，欢迎持续关注。 专题：2025科技风云榜 新浪科技讯 1月15日下午消息，由新浪财经客户端、新浪科技联合主办的"2025科技风云榜"年度盛典今 日开幕，今年活动主题为"启新智，赴新程"。 活动现场，行业精英、科研先锋与产业代表共同探讨AI技术的落地实践与未来方向，助力产业智能化 转型迈入新征程！活动同时为洞悉机遇、勇于创新、缔造价值的企业和独具匠心的科技产品颁发奖项荣 誉。 其中，小米AI眼镜获新浪2025科技风云榜年度AI眼镜奖。 今年是"科技风云榜"第十三年 ...

Core Insights - The global smartphone market is expected to grow by 4% year-on-year in Q4 2025, driven by seasonal demand recovery and improved inventory management, despite some manufacturers facing rising component costs [1][2] - Apple leads the market with a 25% share, benefiting from strong demand for the iPhone 17 series, achieving record quarterly shipments and maintaining its position as the largest smartphone manufacturer for three consecutive years [1][5] - Samsung ranks second with an 18% market share, primarily due to strong sales of models priced under $300, particularly the Galaxy A17 series [1] - Xiaomi remains in third place with an 11% market share, although it faced shipment challenges in key markets during Q4 [1][2] - Vivo achieved an 8% market share, bolstered by its leading position in the Indian market, while OPPO returned to growth, re-entering the global top five [1][2] Market Performance - In 2025, global smartphone shipments are projected to grow by 2% year-on-year, reaching 1.25 billion units, reflecting a steady market recovery, although performance varies significantly across regions [2] - The first half of 2025 showed weak performance, while the second half benefited from strong demand in emerging markets and positive responses to flagship model launches [2] - Rising memory costs and supply constraints have begun to impact the market, limiting shipment potential in Q4 [2] Manufacturer Strategies - Rising cost pressures are reshaping manufacturers' strategies for 2026, with increased semiconductor costs and a slowing replacement cycle expected to affect shipment momentum [8] - Manufacturers are optimizing configurations and aligning new product launch strategies more closely with component supply, while leveraging channels such as trade-in programs and ecosystem bundling to support higher price points [8] - The trend towards greater scale and supply-side leverage is evident, as seen with realme's integration into OPPO, reflecting manufacturers' efforts to maintain competitiveness amid rising costs [8][6] Supply Chain Challenges - DRAM supply tightness is creating significant supply pressures in the smartphone industry, expected to be a key factor influencing market trends in 2026 [5][6] - All manufacturers are competing fiercely for supply, emphasizing long-term partnerships, leveraging scale advantages to secure capacity, and focusing on core suppliers [6] - The situation is particularly challenging for manufacturers reliant on entry-level smartphones, as these models are highly price-sensitive and memory and storage costs constitute a larger share of total material costs [6]