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来源：雷军 小米设计师们解读新一代SU7的新颜色：卡布里蓝，以及新车漆的开发过程。 #新一代su7# 已开始小订，前往小米汽车APP了解更多详情。[心] 来源：雷军 小米设计师们解读新一代SU7的新颜色：卡布里蓝，以及新车漆的开发过程。 #新一代su7# 已开始小订，前往小米汽车APP了解更多详情。[心] ...

Core Insights - The latest "Top 500 Chinese Listed Companies by Market Value" list for 2025 highlights the dominance of leading enterprises in finance, energy, technology, consumption, and intelligent manufacturing, with companies like Tencent and Industrial and Commercial Bank of China showcasing trillion-level market values [2][5][17] - The presence of companies such as Industrial Fulian, SMIC, and BYD in the 11th to 30th rankings reflects the deep transformation of China's economic structure, indicating these firms are both stabilizers and leaders in industrial upgrades [2][5][24] Market Value Rankings - The top ten companies by market value include Tencent (49400 billion), ICBC (26311 billion), Agricultural Bank of China (26123 billion), Alibaba (24621 billion), and others, collectively representing a significant portion of the market [17][19] - The total market value of the top ten companies reaches 181.5 trillion, emphasizing the concentration of market power among these leading firms [17][19] Industry Distribution - The companies ranked 11th to 20th span key sectors such as intelligent manufacturing, finance, e-commerce, energy, technology, and new energy vehicles, with a combined market value of 91645 billion [7][24] - The average market value of the top 500 companies is 1856 billion, reflecting a year-on-year increase of 373 billion, with information technology, finance, and consumer discretionary sectors leading in market share [10][27] Economic Transformation - The high market values of these companies signify a shift from extensive growth to intensive growth in China's economy, driven by national policies like "Made in China 2025" and the new energy strategy [9][26] - Analysts suggest that the emergence of high-value companies is due to their alignment with economic transformation directions and their potential for future growth, leading to higher valuation premiums from the capital market [9][26] Corporate Strategies - Companies are focusing on core business upgrades and exploring new growth avenues, with Xiaomi targeting 550,000 vehicle deliveries by 2026 and BYD investing in solid-state and hydrogen fuel cell technologies [11][28] - Financial institutions like China Ping An and China Merchants Bank are enhancing their digital transformation and wealth management capabilities, while Pinduoduo is investing in agricultural technology and expanding its global market presence [11][28] Investment Trends - The performance of the 11th to 20th ranked companies reinforces a value investment orientation, guiding capital towards high-quality enterprises and core sectors [12][28] - The capital market is expected to support the long-term matching of value and market capitalization for these quality enterprises, promoting a positive cycle of corporate development and investor returns [12][28]

Core Viewpoint - Shanghai Longqi Technology is on the verge of becoming the first consumer electronics ODM listed on the Hong Kong Stock Exchange, having successfully passed the hearing process [2][50]. Group 1: Company Overview - Longqi Technology, established in 2004, is the world's largest smartphone ODM, holding a 32.6% market share in the smartphone ODM sector [19][4]. - The company has a diverse product portfolio, including smartphones, AI PCs, automotive electronics, tablets, smartwatches, and smart glasses, structured under a "1+2+X" framework [5][10]. - Longqi's main business driver is its smartphone segment, which provides comprehensive R&D services from concept design to mass production [7][8]. Group 2: Financial Performance - The company's revenue for 2022, 2023, and 2024 is reported at 29.34 billion, 27.19 billion, and 46.38 billion RMB, respectively [20]. - In the first nine months of 2024, revenue reached 31.33 billion RMB, reflecting a 10.3% year-on-year decline [21]. - The smartphone segment remains the primary revenue source, contributing 82.7%, 80.3%, 77.9%, and 69.3% of total revenue from 2022 to 2024 [24]. Group 3: Client Base and Market Position - Longqi collaborates with major brands such as Xiaomi, Samsung, Lenovo, Honor, OPPO, and vivo, with Xiaomi being the largest client [15][26]. - The top five clients accounted for 82.2% of total revenue in 2024, indicating a concentrated client base [25]. Group 4: Profitability and Margins - The gross profit margins for 2022, 2023, and 2024 were 8.1%, 9.5%, and 5.8%, with a recovery to 8.3% in the first nine months of 2025 [28][30]. - The decline in gross margin in 2024 was attributed to increased raw material costs and strategic market expansion [29]. Group 5: Research and Development - Longqi places significant emphasis on R&D, with expenditures of 1.5 billion, 1.69 billion, 2.08 billion, and 1.95 billion RMB from 2022 to the first nine months of 2024, representing 5.1%, 6.2%, 4.5%, and 6.2% of total revenue, respectively [35]. Group 6: Future Outlook - The company aims to expand production capacity and enhance core technology innovation, particularly in AI-related technologies, as part of its strategy for the upcoming IPO [54].

Core Viewpoint - Recent discussions among car owners highlight a growing sentiment in favor of Xiaomi vehicles, with many users defending their choice against critics, suggesting a shift in public perception towards the brand [1][18]. Group 1: User Sentiment - Several car owners express strong satisfaction with their Xiaomi vehicles, stating that after driving Xiaomi, they have little interest in other luxury brands [3][8][10]. - A notable comment from a Xiaomi owner indicates that their Xiaomi vehicle is valued more than their luxury watch, emphasizing emotional value and personal preference over brand prestige [3][12]. - The trend of Xiaomi owners publicly defending their choices against negative comments has led to a noticeable increase in positive sentiment towards the brand [18][19]. Group 2: Brand Perception - Xiaomi's reputation appears to be experiencing a turnaround, with users actively countering negative narratives and defending the brand's value [18]. - The involvement of Xiaomi's CEO, Lei Jun, in acknowledging and thanking users for their support suggests a strategic move to bolster brand loyalty and counteract negative publicity [15]. - Observations indicate that as negative comments become more exaggerated, a growing number of users are recognizing the disparity and are more willing to support Xiaomi [19].

更多智能制造产业资讯 …… 1.【小米二手车价大跳水，小米SU7半年跌5万】据蓝鲸新闻报道，近期小米二手车行情出现大幅下 滑，三款车型中SU7价格低至15万，SU7 Ultra 跌幅最大，YU7相对跌幅较小。 从行驶里程来看， 车况较新的准新车（约行驶百公里内）普遍较新车价格低约2万元；上牌半年左右、行驶约1万公里的 车辆，价格差距通常在5万元左右；而当里程超过2万公里时，贬值幅度超过8万元。当前全国范围内 最低价的SU7仅售15.3万元（6万公里）。 SU7 Ultra则贬值更快。SU7 Ultra自2025年年初上市新 车落地价在53万元左右，懂车帝数据显示，当前全国均价为41.2万元，二手准新车较原价普遍下跌超 过10万元。部分1万公里左右二手车跌幅更是超过15万元。 而相比上述两款车型，YU7的贬值幅度 相对较小，准新车的跌幅基本在1万元以内。（南方网） 2.【宁德时代旗下宁家服务打造中东最大新能源后市场体验中心】1月10日，宁德时代旗下全球新能 源后市场服务品牌"宁家服务"（NING Service）首家中东体验中心在沙特利雅得正式开业。该中心 是目前中东规模最大的新能源后市场服务中心，为客户提供涵 ...

Core Viewpoint - The automotive market in 2025 is characterized by intense competition, price wars, and a shift in consumer behavior towards value-driven purchases, leading to significant challenges for manufacturers [5][39]. Group 1: Market Dynamics - BYD, Geely, and Tesla dominated the sales rankings, with BYD maintaining a significant lead in the new energy vehicle sector, selling 4.545 million vehicles in 2025 [7][12]. - The overall sales of new energy vehicles in China reached 14.78 million units, a year-on-year increase of 31.2%, but BYD's growth rate was only 11% [11][12]. - Consumers are increasingly price-sensitive, often comparing prices across cities, which has benefited brands that offer high value for lower prices [7][10]. Group 2: Competitive Landscape - Geely has adopted aggressive pricing strategies, successfully positioning its models against BYD's offerings, resulting in a total of 1.687 million new energy vehicles sold in 2025 [13][14]. - New entrants like Leap Motor have carved out a niche in the budget segment, achieving sales of 596,600 units, and have become profitable, contrasting with many competitors still struggling [16][17]. - Xiaomi's foray into the automotive market has been successful, with its vehicles achieving significant sales and profitability, highlighting the potential for tech companies to disrupt traditional automotive players [21][22]. Group 3: Challenges and Future Outlook - The automotive industry is facing a bottleneck, with many companies struggling to innovate and maintain profitability amid ongoing price wars [39][40]. - The market is expected to become more challenging in 2026, with changes in tax policies and increased competition from established players like Xiaomi and Tesla [45][46]. - Companies are focusing on cost control and operational efficiency as key strategies to survive in a tightening market [41][39].

雷军成辟谣主理人 雷军成辟谣主理人 特别声明：以上文章内容仅代表作者本人观点，不代表新浪网观点或立场。如有关于作品内容、版权或其它问 题请于作品发表后的30日内与新浪网联系。 【#雷军成辟谣主理人#】1月11日，小米创办人、董事长兼CEO@雷军 在社交平台发文表示：会坚持辟 谣，让更多人了解小米！今年开年以来，雷军已开两次直播，持续回应外界质疑。在近期的直播中雷军 提到，"做错了我们就改，被污蔑了我们就说。""在阳光下每个人都会有自己的判断"。 ...

1 月 11 日，据外媒报道，印度政府 再次 向苹果公司施压，要求获取 iOS 的源代码，然而从多方情况来看， 这一诉求恐怕难以实现。 这是咋回事呢？ 原来印度政府准备出一套新的安全标准方案，包含 83 项内容，涉及多个领域。 按照该方案要求， 科技企业不仅要将重大更新告知政府、保存 12 个月的安全审计日志、定期提示用户审查权 限，还需将源代码提交至政府指定实验室，供其测试和审查以排查漏洞 。 此举引发苹果、三星、谷歌、小米等巨头集体反对，就差掀桌张口骂人了！ 印度政府称，新规是为应对频发的网络诈骗和数据泄露，保护近 7.5 亿手机用户的安全。但厂商们直言，源代 码是企业核心商业机密，泄露会危及技术安全，而且全球没有任何国家这么要求过。 代表厂商的印度行业组织 MAIT 更是直接反对，称要求完全不具备可行性，还致函政府要求撤回提案。他们还 吐槽，新规要求的 12 个月日志存储、强制恶意软件扫描，要么占满手机存储，要么严重耗电。 ┓( ´∀` )┏ （参考： AppleInsider 、路透社，本文经由 AI 大模型优化） ...

国家知识产权局信息显示，北京小米移动软件有限公司申请一项名为"确定资源的方法及装置、存储介 质"的专利，公开号CN121312223A，申请日期为2024年4月。 专利摘要显示，本公开提供一种确定资源的方法及装置、存储介质，其中，所述方法包括：基于网络设 备发送的第一信令和/或基于预定义方式，确定第一子带在第一时间窗口内所占用的时域资源。本公开 可以确保终端和网络设备对第一子带在第一时间窗口内所占用的时域资源理解一致，提高了SBFD的可 用性和可靠性。 本文源自：市场资讯 作者：情报员 天眼查资料显示，北京小米移动软件有限公司，成立于2012年，位于北京市，是一家以从事软件和信息 技术服务业为主的企业。企业注册资本148800万人民币。通过天眼查大数据分析，北京小米移动软件有 限公司共对外投资了4家企业，参与招投标项目149次，专利信息5000条，此外企业还拥有行政许可123 个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...