Core Insights - The overseas expansion of Chinese manufacturers continues, but the competitive strategies and target price segments are undergoing significant changes [1][2][4] - The global smartphone industry is entering a new structural adjustment cycle, driven by rising storage chip prices and supply chain costs [1][6] Market Trends - According to IDC, global smartphone shipments are projected to grow by 2.3% year-on-year in Q4 2025, reaching 1.26 billion units, with an annual growth of 1.9% [1] - The growth is primarily driven by high-end models, foldable phones, and consumers' anticipation of future price increases [1][2] - Apple and Samsung are the fastest-growing manufacturers among the top five, with year-on-year growth rates of 6.3% and 7.9%, respectively, increasing their combined market share to 39% from 37% in 2024 [2] Competitive Landscape - Chinese manufacturers are facing structural pressures as the market shifts towards higher price segments, which have traditionally been their stronghold in overseas markets [2][4] - Honor is noted as the fastest-growing Chinese manufacturer overseas, with a year-on-year growth of approximately 55% in the first three quarters of 2025, focusing on the $300 to $500 price range [4][5] - Other Chinese brands like OPPO and Xiaomi are also adjusting their strategies to target mid-range markets, with OPPO moving from entry-level products to more mid-range offerings [5] Cost and Supply Chain Challenges - The uncertainty in 2026 is largely centered around costs and supply chain issues, particularly the volatility in storage prices [6][7] - Counterpoint Research predicts a 40% to 50% increase in storage chip prices in Q1 2026, with further increases expected in Q2 [6] - The rising costs of components are significantly impacting the pricing and sales of low-end models, making the business model for sub-$100 devices increasingly fragile [7]

凤凰网科技讯1月14日，小米产业投资部合伙人潘九堂发文再度谈及了模仿与创新这一话题，他表示模仿是创新基础，没有哪家成功的企业不大量模仿别 人，也没有哪家企业只靠模仿可以取得成功。 潘九堂称，产业进步和社会发展，本质上是一群聪明的人/企业一边相互模仿/启发，一边微创新，互推互卷着进步。模仿/学习/对标都是很正常，没必要抹 黑。 此前，潘九堂回应"友商评估Pro Max机型"传闻，称对标是常见商业策略，苹果、谷歌等巨头也是大量买、抄。 ...

小米集团-W(01810)发布公告，于2026年1月14日，该公司斥资1.51亿港元回购400万股。 ...

智通财经APP讯，小米集团-W(01810)发布公告，于2026年1月14日，该公司斥资1.51亿港元回购400万 股。 ...

格隆汇1月14日丨小米集团-W(01810.HK)公告，1月14日耗资1.51亿港元回购400万股。 ...

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14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 | | | | | | | ...

【CNMO科技消息】1月14日，小米创办人、董事长兼CEO雷军在社交媒体转发小米YU7拆解视频并表 示，小米汽车希望打造"最好开、驾控出色"的纯电SUV。 雷军介绍，YU7在制动方面全系采用固定式卡钳，并配备四重冗余制动系统，以提升安全性和响应可靠 性；悬架结构上，前悬使用双叉臂设计，后悬为五连杆独立悬架，结合CDC电磁阻尼减振器（Pro与 Max版额外搭载空气弹簧），经过多轮实车调校，在舒适性与操控精准度之间取得良好平衡。小米首席 测试车手任周灿也通过视频详细拆解了相关技术细节，强调该套底盘系统兼顾日常通勤与激烈驾驶需 求。 动力方面，小米YU7 Max版零百加速达3.23秒，CLTC续航最高835公里（后驱标准版），全系支持800V 高压超充平台，15分钟可补充620公里续航。车身尺寸为4999×1996×1600毫米，轴距3000毫米，风阻系 数低至0.245Cd，后备厢容积达1970升。 智能配置方面，YU7全系搭载激光雷达与英伟达Thor芯片（算力700TOPS），运行小米HAD端到端大模 型；座舱配备高通骁龙8 Gen3移动平台，行业首发1.1米超宽全景HUD"天际屏"。 目前，小米YU7提供三种 ...

智通财经1月14日讯（编辑 冯轶）据Wind数据显示，南向资金今日成交约1606.16亿港元，较前一日放量233亿，约占恒指成交总额的47.20%。 港股今日宽幅震荡，南向资金继续净流入约28.65亿港元，已连续4个交易日保持流入。其中，沪港股通净流入约25.14亿港元，深港股通净流入约3.52亿港 元。 个股方面，交易所数据显示，今日南向资金 大幅净买入：腾讯控股(0700.HK)20.09亿港元；阿里健康(00241.HK)14.58亿港元；阿里巴巴-W(09988.HK)11.34亿港元；快手-W(01024.HK)4.42亿 港元。 大幅净流出：中国移动(00941.HK)9.13亿港元；小米集团-W(01810.HK)4.23亿港元；晶泰控股(02228.HK)3.09亿港元；中芯国际(00981.HK)2.43亿 港元。 投资要点 腾讯控股今日涨0.88%，资金前5日加仓558万股，短线加速回流。 阿里健康今日涨18.96%，资金前5日加仓2954万股，短线维持流入趋势。 阿里巴巴-W今日涨5.69%，资金前5日减持380万股，短线仍以流出为主。 快手-W今日涨4.46%，资金前5日加仓1165万 ...

Core Insights - The report by IDC indicates that the Chinese smartphone market is expected to see a slight decline in shipments, with approximately 75.78 million units expected in Q4 2025, representing a year-on-year decrease of 0.8% [1] - Apple leads the market in Q4 2025, followed by vivo, OPPO, Huawei, and a tie between Honor and Xiaomi in fifth place [1] - For the entire year of 2025, the Chinese smartphone market is projected to ship around 285 million units, down 0.6% year-on-year [1] - The top five brands in terms of annual shipments in China for 2025 are Huawei, Apple, vivo, Xiaomi, and OPPO, with Honor falling out of the top five [1] - Globally, the total smartphone shipments are expected to reach approximately 1.26 billion units in 2025, reflecting a year-on-year growth of 1.9% [1] - The global smartphone shipments for Q4 2025 are projected to be 336.3 million units, showing a year-on-year increase of 2.3% [1]

人民财讯1月14日电，企查查APP显示，近日，小米汽车科技有限公司获批登记"AI小苏-智能诊断专家 系统"软件著作权，版本号为V1.0。 ...