小米通讯技术有限公司将通过免费为消费者退货退款的形式开展缺陷产品召回工作，以消除安全隐患。 用户可通过小米商城网站"服务中心-售后政策"页面发布的召回公告查看持有的产品是否在受影响范围 内，或拨打客户服务热线（950816，接听时间：8:00-18:00）进一步了解具体情况。此外，用户也可登 录北京市市场监督管理局网站（scjgj.beijing.gov.cn）了解相关信息。 | 生产者名称 小米通讯技术有限公司 | | | --- | --- | | 自带线充电宝 产品名称 | 品牌 MI | | 20000 33W | | | 型号/规格 | PB2030MI | | 生产起止日期 | 2024年8月1日-2024年9月22日 | | 涉及数量(应注明单位,如个、件、 | 146891 件 | | 台、辆、公厅、升等) | | | 生产批号/批次 | 通过 SN 查询 | | 产品描述及外观 | PB2030MI 型号充电宝顶部自带一根 Type-C 快 | | 充线,有浅咖、灰蓝两种颜色,产品条码为: | | | 6941812778548(浅咖色)、6941812784181(灰 | | | 蓝色)。 ...

每经AI快讯，9月1日，小米汽车微博发文称，2025年8月，小米汽车交付量持续超过30000台。 ...

AI 眼镜电致变色专家会 20250831 摘要 AI 眼镜领域，电致变色技术应用更为普遍，如小米 AI 眼镜通过滑动镜架 实现颜色切换，尽管光致变色亦有应用，但电致变色在智能程度和可控 性上更具优势。 EC（电致变色）技术因其低功耗、无级调节、材料稳定性和长寿命，最 适合 AR 眼镜，尽管成本较高，但有望成为智能眼镜的主流技术路线。 小米 AI 眼镜采用维护光电提供的电致变色方案，价值量约为 50 多美元， 占整个 BOM 成本的 25%左右。随着明年产量翻倍，小米或将引入新的 供应商以降低成本。 小米眼镜今年出货量预计为 40 万台，带电致变色功能版本占比 30%。 明年计划出货量翻倍至 100 万台，电致变色版本占比保持不变。 Meta 计划 9 月发布带电致变色功能的 AR 眼镜"Super Nova"，由苏 州博宇供应，预计今年第四季度发售 20 万套，9 月底前发售 3 万至 3.5 万部。 Meta 明年眼镜出货量预计翻倍至千万级别，为降低 BOM 成本，大概率 在今年第四季度引入第二供应商，潜在供应商包括三星等头部公司。 EC 膜目前成本约 50 美元，良率提升后有望降至 40 美元左右，引入 ...

Core Viewpoint - The competition between Xiaomi and Transsion in the African smartphone market is intensifying, with Xiaomi aiming to capture market share from Transsion, which has been a dominant player in the region for years [1][3][18]. Group 1: Market Context - The African smartphone market is characterized by fierce competition among manufacturers, with limited growth opportunities leading to aggressive strategies [2][3]. - Xiaomi's decision to enter the African market is driven by the saturation of the domestic market and the need to explore new growth avenues [3][4]. Group 2: Xiaomi's Strategy - Xiaomi has previously succeeded in India by leveraging online sales and effective marketing strategies, achieving a market share of 27% by 2017 [6][9]. - The company aims to replicate its success in Africa, targeting a young population with a median age of 19.4 years and a growing demand for smartphones [10][11]. - Xiaomi's approach in Africa is to position its products as high-end, contrasting with Transsion's more budget-friendly offerings, thereby appealing to urban elite consumers [19][21]. Group 3: Transsion's Position - Transsion, established in 2006, has focused on the African market from the beginning, tailoring its products to meet local needs and preferences [13][14]. - The company has built a robust distribution network across Africa, making its products widely accessible [16]. - Recent financial reports indicate a significant decline in Transsion's revenue and profit, with a 25.45% drop in revenue and a 69.87% decrease in net profit in the first quarter of 2025 [24]. Group 4: Competitive Landscape - The African smartphone market is becoming increasingly competitive, with other brands like Samsung, Realme, and Honor also vying for market share alongside Xiaomi and Transsion [27]. - Xiaomi's entry into the market poses a direct challenge to Transsion, which has historically dominated the region, indicating a potential shift in market dynamics [18][25].

Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (00728) at 74.20%, Green Power Environmental (01330) at 70.03%, and China Shenhua (01088) at 67.94% [1] - The largest increases in holding amounts over the last five trading days were seen in the following companies: Yingfu Fund (02800) with an increase of +96.09 billion, Hang Seng China Enterprises (02828) with +57.84 billion, and Alibaba-W (09988) with +38.59 billion [1] - The largest decreases in holding amounts over the last five trading days were recorded for Semiconductor Manufacturing International Corporation (00981) at -26.46 billion, Xiaomi Group-W (01810) at -18.70 billion, and Pop Mart (09992) at -13.83 billion [3] Group 1: Top Holding Ratios - China Telecom (00728) holds 10.298 billion shares with a holding ratio of 74.20% [1] - Green Power Environmental (01330) holds 0.283 billion shares with a holding ratio of 70.03% [1] - China Shenhua (01088) holds 2.295 billion shares with a holding ratio of 67.94% [1] Group 2: Recent Increases in Holdings - Yingfu Fund (02800) saw an increase of +96.09 billion in holding amount, with a change of +37.507 million shares [1] - Hang Seng China Enterprises (02828) increased by +57.84 billion, with +6.313 million shares added [1] - Alibaba-W (09988) increased by +38.59 billion, with +3.33576 million shares added [1] Group 3: Recent Decreases in Holdings - Semiconductor Manufacturing International Corporation (00981) decreased by -26.46 billion, with a reduction of -4.35872 million shares [3] - Xiaomi Group-W (01810) saw a decrease of -18.70 billion, with -3.53916 million shares reduced [3] - Pop Mart (09992) decreased by -13.83 billion, with a reduction of -0.42904 million shares [3]

Short Selling Ratios - The top three stocks with the highest short selling ratios are China Resources Beer-R (80291) at 100.00%, China Mobile-R (80941) at 86.07%, and Kuaishou-WR (81024) at 80.01% [1][2] Short Selling Amounts - The highest short selling amounts are for Meituan-W (03690) at 3.021 billion, Alibaba-SW (09988) at 1.950 billion, and Tencent Holdings (00700) at 1.645 billion [1][2] Deviation Values - The stocks with the highest deviation values are China Resources Beer-R (80291) at 55.21%, Kuaishou-WR (81024) at 40.66%, and China Mobile-R (80941) at 40.21% [1][2]

人民财讯8月31日电，小米汽车消息，8月新增18家门店，全国105城已有370家门店；9月计划新增32家 门店，预计覆盖唐山、泰州等14座城市；截至8月31日，全国已有189家服务网点，覆盖112城。 ...

8月31日，小米汽车公布开店新进展：8月新增18家门店，全国105城已有370家门店；9月计划新增32家 门店，预计覆盖唐山、泰州等14座城市；截至8月31日，全国已有189家服务网点，覆盖112城。 ...

Core Viewpoint - The recent price war in the air conditioning market has led to a dispute between Gree and Xiaomi, while benefiting competitors like Midea and Haier. Industry experts suggest that diversification and flexibility are key to maintaining growth in this competitive landscape [2][3][5]. Company Performance - Gree Electric's stock fell by 5.88% to 42.6 CNY per share following its half-year report, which indicated revenue of 97.325 billion CNY, a 2.46% year-on-year decline, and a net profit of 14.412 billion CNY, a 1.95% increase. However, the net profit for Q2 dropped by 10% year-on-year [3][4]. - Gree's air conditioning revenue, which constitutes nearly 80% of its total revenue, decreased by 5.09% to 76.279 billion CNY in the first half of the year, despite an overall increase in domestic household air conditioning sales [3][4]. - Xiaomi's air conditioning shipments exceeded 5.4 million units in Q2, reflecting a growth rate of over 60% [5][7]. Market Dynamics - The online air conditioning market saw Midea's market share increase by 4.9 percentage points to 22.63% in May, while Gree's share decreased by 1.53 percentage points to 17.08%, and Xiaomi's share rose by 2.83 percentage points to 18.02% [4][5]. - The average price of Gree air conditioners was 3,425 CNY in May, compared to Xiaomi's average of 2,418 CNY, highlighting the price competition in the market [4][5]. - The air conditioning industry is entering a new competitive phase, with companies needing flexible pricing and multi-brand strategies to adapt to consumer segmentation [8]. Strategic Initiatives - Gree is reducing supply prices for mid-range air conditioners by approximately 10% to enhance competitiveness and is also planning to expand its overseas sales operations [8]. - Midea and Haier are also increasing their market presence by lowering prices and launching new products under sub-brands to counter Xiaomi's market share gains [5][7]. - The air conditioning market is expected to see continued growth, with Midea reporting a 15.57% increase in revenue to 251.1 billion CNY and a 25.04% increase in net profit to 26.014 billion CNY in the first half of the year [7].

点击阅读原文，即可报名参会！ 早些时候，小米服务官微发布《关于 PB2030MI 型号部分充电宝主动召回的售后服务政策公告》 ，宣布召回 2024 年 8 月-2024 年 9 月期 间生产的 PB2030MI 型部分充电宝， 共计 146891 台 。据反馈，该型号的充电宝为小米自带线充电宝 20000 33W。 （ 来源：科创板日报/IT 之家综合整理） 01 ｜ 超20家储能企业港股IPO！ 02 ｜ 比亚迪中报营收首超特斯拉 03 ｜ 行业首届户储及便携式储能电池技术论坛9月26日深圳举办！ 04 ｜ 2025首届硫化物全固态电池国际峰会暨展览会定档11月8日广州 举办！ 往 期 回 顾 8月29日讯，记者从上游供应链获悉，小米方面已经开始启动对供应商安普瑞斯的经济追偿，对安普瑞斯电芯问题导致的损失通过法律手段进行 追责。 ...