【导读】小米汽车8月交付量超3万辆，小米YU7或是重要助攻 这是小米汽车自7月以来，第二次月度交付量超3万辆。 随即，小米创始人、董事长兼CEO雷军转发小米汽车上述微博，并且附上了"爱心"的表情包。 9月1日，小米汽车发布微博称，8月交付量超3万辆。 虽然雷军及小米汽车未披露具体车型的交付量，但是小米汽车此前预告，小米YU7将从8月开始大规模交付。 这意味着，小米YU7是小米汽车8月交付量提升的重要因素。公开资料显示，小米YU7是小米汽车的首款纯电SUV车型，6月26日发布后3分钟大定突破20 万辆。 小米集团合伙人、总裁卢伟冰此前表示，小米YU7获得比小米SU7更高的关注和期待，将会有更大的受众面。 目前，小米YU7的周销量呈现上升趋势。 第三方平台懂车帝数据显示，7月28日至8月3日、8月4日至8月10日、8月11日至8月17日、8月18日至8月24日，小米YU7的销量分别为0.23万辆、0.24万 辆、0.36万辆、0.38万辆。 在门店覆盖方面，小米汽车8月新增18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月底，小米汽车在全国105座城市已有370家门店，已有189家服务 ...

今日早盘，中证港股通互联网指数高开3%，阿里巴巴跳空高开近15%。阿里巴巴最新财报显示， 过去一个季度，阿里云度营收同比增长26%，增速创三年新高，带动公共云需求持续上升，其在人工智 能和云基础设施上的资本支出投资达386亿元人民币。 中信证券研报指出，阿里巴巴2025年第二季度资本开支及云业务均实现高增长，AI相关产品收入 连续八个季度实现三位数增长。在外部扰动下，阿里仍坚定投入AI基础设施，这标志着国产AI芯片的 自主可控进程正在稳步推进，国内云厂商由AI需求驱动的资本开支将重回高速增长通道。 阿里、腾讯等大厂近期持续加码AI投入，互联网板块有望受益于商业模式智能化升级。中证港股 通互联网指数由港股通范围内30家涉及互联网相关业务的股票组成，前三大成份股为腾讯控股、阿里巴 巴、小米集团，三者合计权重超40%。Wind数据显示，该指数年内累计涨幅约40%，弹性突出；从估值 角度看，指数滚动市盈率分位数位于2021年发布以来13.3%分位处，配置价值显现。 跟踪该指数的港股通互联网ETF（513040）已连续15个交易日获资金净流入，最新规模逼近20亿 元，可助力投资者一键布局港股互联网板块投资机遇。 （责任 ...

Core Viewpoint - Xiaomi is intensifying its efforts in the African market, aiming to establish a stronger presence and compete effectively against local and international brands [5][25]. Group 1: Market Strategy - Xiaomi has made significant moves in Africa, including the opening of its first direct store in Morocco, marking a shift from third-party sales to direct control over the sales chain [15][12]. - The company aims to capture a share of the smartphone market, where it currently ranks third with a 14% market share, following Transsion and Samsung [15][19]. - Xiaomi plans to enhance its ecosystem in Africa, focusing on AIoT products and aiming to train 1,000 overseas talents in this field over the next 3-5 years [15][16]. Group 2: Organizational Changes - In August, Xiaomi announced a major restructuring of its African team, promoting key personnel to lead various regions and functions, indicating a serious commitment to the African market [9][13]. - The new appointments include experienced individuals from within the company, emphasizing a strategy of leveraging existing talent for market penetration [9][10]. Group 3: Competitive Landscape - The African smartphone market is characterized by strong competition, particularly from Transsion, which holds a 51% market share, and other brands like OPPO and Vivo [15][23]. - Xiaomi's previous attempts to enter the African market were met with challenges, but recent strategies indicate a more focused approach to capture market share [18][21]. Group 4: Future Outlook - Xiaomi's long-term strategy includes expanding its presence in Africa as a key growth area, especially as the market transitions from feature phones to smartphones [21][24]. - The company is also exploring opportunities in the electric vehicle sector, aiming to integrate its ecosystem further into the African market [16][24].

Core Viewpoint - The automotive sector underperformed the market this week, with A-share automotive stocks rising only 1.7%, ranking 18th among Shenwan sub-industries, compared to the 4.3% increase in the CSI 300 index [1][2]. Weekly Data - In the week of August 18-24, 2025, passenger car sales reached 478,000 units, up 4.5% year-on-year and 9.3% month-on-month. New energy passenger car sales were 268,000 units, up 11.0% year-on-year and 8.1% month-on-month, with a penetration rate of 56.0%, down 0.6 percentage points [2]. Market Performance - The automotive sector's performance this week was weaker than the market, with specific segments showing varied results: commercial trucks up 4.7%, auto parts up 1.9%, passenger cars up 1.4%, motorcycles and others up 1.2%, and commercial passenger vehicles up 0.9%. However, automotive services declined by 3.2% [1][2]. Company Performance - Notable performances were reported by companies such as SAIC Motor and Great Wall Motors in Q2 2025. SAIC Motor's revenue was 158.73 billion yuan, up 12.1% year-on-year and 12.7% month-on-month, with a net profit of 2.58 billion yuan, up 334.6% year-on-year. Great Wall Motors reported revenue of 52.316 billion yuan, up 7.7% year-on-year and 30.7% month-on-month, with a net profit of 4.59 billion yuan, up 19.4% year-on-year and 161.9% month-on-month [3]. New Model Orders - Several new models have shown strong order performance, with significant pre-sale numbers: Great Wall Tank 500 secured 12,257 orders in 2 hours; AITO M8 electric version received over 7,000 orders in 2 hours; and XPeng P7 surpassed 10,000 orders in 7 minutes. Upcoming models include AITO M7, SAIC's H5, NIO ES8, and Geely's Zeekr 9X, expected to boost sales further [3]. Investment Recommendations - The report suggests focusing on key stocks in the automotive sector, including Geely, XPeng, Li Auto, BYD, Xiaomi Group, Bertley, Top Group, New Spring, Hu Guang, and Chunfeng Power [2]. - For the parts sector, recommendations include intelligent driving companies like Bertley and Horizon Robotics, and new energy vehicle supply chain companies like Xingyu and Hu Guang [5]. - In the motorcycle segment, the report recommends leading companies like Chunfeng Power and Longxin General [6]. - For tires, the recommendation includes Sailun Tire and Senki Lin [7]. - In heavy trucks, the report suggests focusing on China National Heavy Duty Truck [8].

雷军曾在今年3月宣布，小米汽车一直在全力提升产能，已经取得一些进展，2025年全年交付目标提升 至35万台。 在上周五开幕的成都车展上，小米全家族产品（SU7、SU7 Ultra、YU7）亮相。作为西部地区规模最 大、规格最高的年度汽车盛会，自1998年创办以来，成都车展已成为中国四大A级车展之一（北京、上 海、广州、成都）。 凤凰网科技讯 9月1日，小米汽车公布8月交付量超过30000辆。 ...

格隆汇9月1日｜小米汽车：2025年8月，小米汽车交付量持续超过30000台。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

人民财讯9月1日电，小米汽车微博表示，2025年8月，小米汽车交付量持续超过30000台。 ...

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。 ...

Summary of Key Points from the Conference Call Industry Overview - The conference focuses on the AI glasses industry, specifically the application of electrochromic (EC) technology in smart glasses, highlighting its advantages over photochromic technology in terms of control and intelligence [1][4][5]. Core Insights and Arguments - **Electrochromic Technology**: EC technology is favored for AR glasses due to its low power consumption, continuous adjustment, material stability, and long lifespan, despite its higher cost [1][5]. - **Market Adoption**: Xiaomi's AI glasses are expected to ship 400,000 units in 2025, with 30% featuring the electrochromic function. The shipment is projected to double to 1 million units in 2026, maintaining the same percentage for the electrochromic version [9][8]. - **Cost Structure**: The cost of the EC film is currently around $50, with expectations to drop to $30-$35 as production scales up and additional suppliers are introduced [2][24]. - **Meta's Product Launch**: Meta plans to release the "Super Nova" AR glasses with electrochromic functionality in September 2025, targeting a shipment of 200,000 units in Q4 2025 [10][13]. The overall shipment is expected to double to 10 million units in 2026 [11]. - **Supplier Strategy**: Both Xiaomi and Meta are exploring partnerships with non-listed companies for their electrochromic solutions, which may offer advantages in early customer engagement and specialized technology [25]. Additional Important Content - **Technical Differences**: The conference discusses the differences between electrochromic and photochromic technologies, emphasizing that electrochromic technology allows for active control of color changes, making it more suitable for smart glasses [3][4]. - **Future Trends**: The electrochromic technology is anticipated to become a trend in higher-end glasses priced around $300-$400, as these products can absorb the premium associated with the technology [23]. - **Competitive Landscape**: The AR glasses market is expected to remain stable in the next two years, with limited suppliers currently offering products with electrochromic features [28]. - **Huawei's Plans**: Huawei is set to release a smart glasses model in August 2026, which will utilize a similar technology route as competitors but with a cost reduction of 10%-15% due to local suppliers [30][31]. This summary encapsulates the key points discussed in the conference call, providing insights into the current state and future outlook of the AI glasses industry, particularly focusing on electrochromic technology.