来了来了！格力董明珠大手一挥，拿111.7亿现金回馈投资者。 8月22日消息，格力宣布以现有总股本剔除已回购股份后的55.85亿股为基数，向全体股东每10股派20.00 元，这一算下来，总共要派发现金股利111.7亿元。不得不说，格力真的太豪横了！ 这次格力百亿分红一出，不少网友又把雷军拉出来说事，都说董明珠这是用实际行动"打脸"雷军。毕竟 曾经董小姐还直接放话，说得简直句句到肉： 我有股民利益最大化。那你雷军跟我比，你给股民分了多少钱，拿了股民那么多钱用完了， 钱到哪去了？股民回报是什么？ 图源：微博 看来网友们谈到董小姐，就总离不开2013年央视颁奖礼上那个经典名场面——她和雷军的"十亿赌约"。 当时雷军说五年内小米营业额超过格力的话，董明珠只要赔他1块钱。结果董小姐直接加码到10个亿！ 这场面，当时直接把全场都给点燃了。 虽然后来2018年财报显示，小米确实没能超过格力，但这个赌约到现在都成了互联网经典梗。每次格力 和小米同时存在的地方，这陈年老梗就要被网友翻出来遛一遛。小雷也是万万没想到，这俩大佬当年的 一句玩笑，愣是成了营销界的经典案例——一分钱没花，白赚了十年的热搜。 不过说真的，虽然赌约到期了， ...

金融界2025年8月22日消息，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"充电 管理方法、装置、电子设备及介质"的专利，公开号CN120528056A，申请日期为2024年02月。 本文源自：金融界 专利摘要显示，本公开关于一种充电管理方法、装置、电子设备及介质，其中，该方法包括：获取目标 电池在预设时间段内的电池参数信息；电池参数信息包括，预设时间段内各个时间点上目标电池的温度 以及剩余电量占比；获取多个温度电量区间对；温度电量区间对中包括，一个温度区间以及一个剩余电 量占比区间；根据预设时间段内各个时间点上目标电池的温度以及剩余电量占比，以及多个温度电量区 间对的影响因子，确定老化影响度；在老化影响度大于或者等于影响度阈值的情况下，对目标电池的充 电截止电压进行调低处理；其中，对目标电池的充电截止电压的调低处理，能够避免目标电池长期处于 高电量状态和高温度状态，确保目标电池的使用寿命和使用效率。 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 ...

Group 1 - The core viewpoint of the report is that Xiaomi Group's automotive performance in Q2 is impressive, while the smartphone business adjustments are largely in line with expectations [1] - Xiaomi's Q2 revenue and adjusted net profit were 116 billion and 10.8 billion RMB respectively, meeting market expectations [1] - Automotive revenue increased by 40% year-on-year, with a gross margin of 26.4%, a historical high driven by average selling price growth and platform scale effects [1] Group 2 - Smartphone revenue decreased by 2% year-on-year, primarily due to the REDMI A5 launch lowering overseas average selling prices, while domestic average selling prices benefited from an increase in high-end model proportions [1] - Smartphone gross margin declined by 0.9 percentage points to 11.5% quarter-on-quarter, attributed to rising storage prices impacting mid-to-low-end models [2] - AIOT revenue grew by 45% year-on-year, with a gross margin of 22.5%, slightly down by 2.7 percentage points due to the 618 promotion [2] Group 3 - The company maintained a "buy" rating but adjusted the target price from 67 HKD to 60 HKD based on a 25x P/E for mobile and a 2.2x P/S for automotive business by 2026 [1] - The forecast for automotive revenue in 2026 was slightly adjusted to 182 billion RMB from a previous estimate of 181.7 billion RMB [2] - Revenue forecasts for 2025 and 2026 were lowered to 483 billion and 605.8 billion RMB respectively, along with adjusted earnings per share estimates for those years [2]

【传音仍断层第一！#小米手机非洲出货量第三#：#小米手机非洲出货量连续9季度增长#】Canalys公布 了2025年第二季度非洲智能手机市场数据，同比提升7%，出货量达到1920万部，成为全球表现最好的 地区之一。 Canalys首席分析师Manish Pravinkumar表示："对超低价智能手机的需求正在重塑非洲市场，100美元以 下机型在第二季度激增38%，并自2023年以来持续拉低平均售价。" 具体来看，传音以6%的增长保持榜首地位，以51%的市场份额稳居第一，而且断层领先所有厂商。三 星以18%的份额位列第二，小米以14%的份额位列第三。值得注意的是，小米已经连续九个季度增长， 本季度增幅达到32%。 小米目前非常看重非洲市场，小米米集团创始人、董事长兼CEO雷军此前在第八届中非企业家大会上演 讲时称，小米已经在埃及、南非、尼日利亚、摩洛哥、阿尔及利亚、肯尼亚等16个非洲国家开展业务， 下一步将加大在非洲大陆的投入。 | 非洲地区智能手机出货量和年增长率 | | | | | | | --- | --- | --- | --- | --- | --- | | Canalys 智能手机分析统计数据: 2 ...

Group 1 - The core viewpoint of the report indicates that Xiaomi Group's automotive performance in Q2 is impressive, while the smartphone business adjustments are in line with expectations [1] - Xiaomi's Q2 revenue and adjusted net profit were 116 billion and 10.8 billion RMB respectively, meeting market expectations [1] - Automotive revenue increased by 40% year-on-year, with a gross margin of 26.4%, reaching a historical high due to average selling price growth and platform scale effects [1] Group 2 - Smartphone revenue decreased by 2% year-on-year, primarily due to the release of the REDMI A5 affecting overseas average selling prices, while domestic average selling prices benefited from an increase in high-end model proportions [2] - Smartphone gross margin declined by 0.9 percentage points to 11.5% quarter-on-quarter, mainly due to rising storage prices impacting mid-to-low-end models [2] - AIOT revenue grew by 45% year-on-year, with a gross margin of 22.5%, which is the second highest in history, although it decreased by 2.7 percentage points quarter-on-quarter due to the 618 promotion [2]

Investment Rating - The report maintains a "Buy" rating for the company with a target price of 62.3 HKD, representing an upside potential of 18.6% from the recent closing price of 52.55 HKD [7]. Core Insights - The company achieved record-high revenue and adjusted net profit in Q2 2025, with revenue reaching 1159.6 billion RMB, a year-on-year increase of 30.5%, and adjusted net profit of 108.3 billion RMB, up 75.4% year-on-year, slightly exceeding Bloomberg consensus expectations [1]. - The growth is driven by three main factors: the high-end smartphone strategy and market share increase, the expanding scale effects of the AIoT ecosystem, and the strong performance of the smart electric vehicle business [1][4]. Summary by Sections Smartphone Performance - In Q2 2025, the company's smartphone revenue decreased by 2.1% to 455.2 billion RMB, primarily due to a 2.7% decline in average selling price (ASP) to 1073.2 RMB, partially offset by a 0.6% increase in shipment volume to 42.4 million units [2]. - Despite a 3.8% decline in smartphone shipments in mainland China, the company managed a 3.6% increase in its own shipments, outperforming peers [2]. IoT and Internet Services - Revenue from IoT and lifestyle products reached 387.1 billion RMB in Q2, marking a 44.7% year-on-year growth, with a gross margin of 22.5%, up 2.8 percentage points [3]. - Internet services revenue grew by 10.1% year-on-year to 91.0 billion RMB, maintaining a gross margin of 75.4% [3]. Automotive Business - The company delivered 81,302 vehicles in Q2, setting a new record, with the first SUV model, Xiaomi YU7, achieving over 240,000 orders within 18 hours of launch [3]. - The ASP for the new model reached 253,700 RMB, a 10.9% increase year-on-year, indicating a shift towards higher-end products and improved profitability [3]. Financial Projections - The company is projected to achieve total revenue of 483.4 billion RMB in FY 2025, with a year-on-year growth of 32.1% [5]. - Adjusted net profit is expected to reach 42.5 billion RMB in FY 2025, reflecting a significant year-on-year increase of 56.0% [5].

Market Overview - The Hong Kong stock market showed positive momentum with all three major indices rising, particularly the Hang Seng Tech Index which surged by 1.61% after reaching a peak increase of 1.8% during the morning session [1] - The Hang Seng Index and the National Enterprises Index increased by 0.32% and 0.53% respectively, indicating a noticeable improvement in market sentiment [1] Sector Performance - Large technology stocks generally experienced upward trends, with Kuaishou rising nearly 4%, Xiaomi up nearly 2%, Tencent increasing by 1.43%, and Alibaba gaining 1.3% [3] - Semiconductor stocks were notably impacted by two significant news items, leading to a nearly 12% increase in Hua Hong Semiconductor and over 6% rise in SMIC [3] - Sportswear stocks continued to rise, with Li Ning increasing nearly 7% and reaching a new high following its earnings report [3] - Apple-related stocks collectively rose as Bank of America indicated that the Apple supply chain is entering a multi-year upgrade cycle [3] Weak Performers - Airline stocks faced significant declines, particularly China National Aviation which dropped over 6% following news of Boeing negotiating to sell up to 500 aircraft to China [3] - Other sectors such as heavy infrastructure, brain-computer interface concepts, coal, gaming, and solar energy stocks showed weak performance [3]

Core Viewpoint - The report from Jianyin International indicates that Xiaomi's revenue for the second quarter increased by 30% year-on-year to 116 billion yuan, meeting expectations, primarily driven by growth in the Internet of Things (IoT) products and electric vehicle (EV) business [1] Group 1: Internet of Things (IoT) Performance - IoT sales grew by 45% year-on-year, supported by strong performance in home appliances, tablets, and wearable devices [1] - The firm expects Xiaomi to continue increasing its market share throughout the year, with IoT business projected to grow by 32% and 26% in 2025 and 2026, respectively [1] Group 2: Electric Vehicle (EV) Performance - In the second quarter, EV deliveries reached 81,300 units, a 7% increase quarter-on-quarter [1] - The average selling price rose by 6% quarter-on-quarter to 254,000 yuan, contributing to EV business revenue of 20.6 billion yuan [1] - The firm forecasts EV deliveries to reach 400,000 and 470,000 units in 2025 and 2026, respectively, with management planning to expand into the European market by 2027 [1] Group 3: Financial Projections - The firm has raised its profit forecasts for 2025, 2026, and 2027, with the target price increased from 67 HKD to 69 HKD, maintaining an "outperform" rating [1]

最近经常刷到小米纽北赛道圈速记录的宣传，可是这跟日常开车有什么关系呢？今天这条视频就来简单 科普一下。 ...

Core Viewpoint - The REDMI Note 15 series smartphones have been officially launched, showcasing significant advancements in screen quality, durability, waterproof capabilities, and overall user experience [1]. Durability and Protection - The REDMI Note 15 Pro+ features a substantial improvement in drop resistance, utilizing Xiaomi's Dragon Crystal Glass with a Vickers hardness of 860HV0.025, capable of withstanding 100 drops from 1.2 meters and 50 drops from 2 meters, representing over a 10-fold increase in durability compared to previous models [3]. - The device's back is made of ultra-tough fiberglass, reducing thickness by 28% and weight by 36%, while still enhancing impact resistance by 10 times [3]. - The phone has received SGS and CQC certifications for high-strength protection, confirming its durability [3]. Waterproof Capabilities - The REDMI Note 15 Pro series has achieved IP66, IP68, IP69, and IP69K waterproof certifications, ensuring it can handle various water exposure scenarios [4]. - A combination testing method was introduced to simulate a year of rigorous use, leading to TÜV Rheinland's five-star long-lasting waterproof quality certification [6]. Imaging System - The imaging system has been significantly upgraded, featuring a flagship-level main camera sensor with a large 1/1.55-inch sensor size, supporting OIS and advanced HDR capabilities, achieving a dynamic range of 13.2EV [7]. - The device includes a 50MP 2.5X telephoto lens and a 32MP front camera, enhancing overall image quality and versatility in photography [7]. Communication Technology - The REDMI Note 15 Pro+ introduces the Xiaomi Surge T1S signal chip, improving WiFi and Bluetooth performance by 26% and GPS performance by 10% [8]. - The device supports satellite messaging capabilities, allowing communication in areas without ground network coverage, which is particularly beneficial for outdoor adventures and emergency situations [10]. Special Features for Seniors - A "Senior Care" feature has been designed specifically for elderly users, allowing for significant adjustments in font size, icon size, and ringtone volume, along with call interception capabilities to protect against scams [12]. Pricing and Market Position - The pricing for the REDMI Note 15 Pro+ starts at 1899 yuan for the 12GB + 256GB version, with promotional offers during the initial sales period [13]. - The REDMI Note 15 series is positioned to capture a significant market share in the smartphone industry, focusing on durability, imaging, and communication innovations at competitive prices [13].