Apple’s (AAPL) iPhone was the only smartphone to see growth in China sales in January, according to Counterpoint Research. Every major Chinese mobile maker, from Huawei Technologies to Xiaomi (XIACY), saw major declines in a market that was ...

Group 1 - Korean investors are increasingly enthusiastic about allocating assets to Chinese markets, with over $8.8 million invested in various stocks and ETFs as of February 10, 2026 [1] - The top ten stocks purchased by Korean investors include MINIMAX-WP, 华夏沪深300ETF, and 澜起科技, with MINIMAX-WP receiving the highest investment of approximately $2.07 million [1][2] - Compared to 2025, there is a noticeable shift in Korean investment towards emerging technology companies in China, indicating a strategic pivot in investment focus [2] Group 2 - In 2025, the top ten stocks purchased by Korean investors included Xiaomi Group and Global X China Semiconductor ETF, with Xiaomi Group leading at approximately $87.75 million [3] - The investment trend shows a growing interest in new and emerging industries, particularly in technology and semiconductor sectors, reflecting a broader market strategy [2][3]

Group 1 - Korean investors are increasingly enthusiastic about allocating assets in China, with over $8.8 million invested in the Hong Kong Stock Exchange as of February 10 [1] - The top ten stocks purchased by Korean investors include MINIMAX-WP, 华夏沪深300ETF, and 澜起科技, among others, indicating a shift towards emerging technology companies [1][2] - The total investment amounts for the top ten stocks are as follows: MINIMAX-WP at $20.67 million, 华夏沪深300ETF at $19.18 million, and 澜起科技 at $18.64 million [2][3] Group 2 - Compared to 2025, Korean investors are now focusing on new emerging industries and technology companies, as evidenced by the change in their top ten investments [3] - In 2025, the top ten net purchases by Korean investors included Xiaomi Group and Global X China Semiconductor ETF, highlighting a different investment focus compared to 2026 [4][5] - The total investment amounts for the top ten stocks in 2025 were significantly higher, with Xiaomi Group at $87.75 million and Global X China Semiconductor ETF at $74.03 million [5]

Group 1 - The core point of the article is that Xiaomi's YU7 model achieved the highest retail sales in January 2026, with 37,900 units sold, making it the top-selling passenger car in China [1] - Xiaomi YU7 is the company's first pure electric mid-large SUV, launched in June 2025, with a price range of 253,500 to 329,900 yuan [8] - The YU7 features an 800V silicon carbide platform, a rear-wheel drive version with a CLTC range of 835 km, and a 0-100 km/h acceleration time of 3.23 seconds [8] Group 2 - During the Spring Festival, Xiaomi's car dealerships remained open, offering a limited number of YU7 vehicles available for immediate delivery on the same day [5] - The YU7 has dimensions of 4999×1996×1600 mm and a wheelbase of 3000 mm, featuring frameless doors and hidden door handles [8] - The interior includes dual zero-gravity seats, a 16.1-inch central control screen, and supports end-to-end assisted driving with 700 TOPS of computing power [8]

Core Insights - Xiaomi's Yu 7 model achieved sales of 37,869 units in January 2023, as reported by the company's chairman Lei Jun [1] Group 1 - The sales figure of 37,869 units for the Yu 7 model indicates a strong market performance for Xiaomi in the early part of the year [1] - The company maintained operations during the Spring Festival, allowing for immediate delivery of Yu 7 vehicles, which may have contributed to the sales figures [1]

雷军今日引用汽车之家数据发文称，小米YU7今年1月份销量达37869台。春节期间门店不打烊，有少量 YU7现车，当天订单，最快当天提车。 | 2026年1月 · 全国 | | | | --- | --- | --- | | 乘用车零售销量排行榜 | | | | 11 | 小米YU7 | 37869辆 | | | 博越L | 34176辆 | | | 星愿 | 29007辆 | | 4 | 问界M7 | 26454辆 | | 5 | 速腾 | 25316辆 | | 6 | 轩逸 | 24209辆 | | | 星越L | 23815辆 | | 8 | 朗逸 | 23481辆 | | | 途观L | 21330辆 | | 10 | 帕萨特 | 20799辆 | | 11 | 卡罗拉锐放 | 20188辆 | | --- | --- | --- | | 12 | 迈腾 | 19306辆 | | 13 | 星瑞 | 19027辆 | | 14 | 本田CR-V | 18900辆 | | 15 | 锋兰达 | 18629辆 | | 16 | 蔚来ES8 | 17645辆 | | 17 | 凯美瑞 | 17426辆 | | ...

Core Insights - The overall retail sales of passenger cars in January decreased by 13.9% year-on-year, with a total of 1.544 million units sold. The retail sales of new energy vehicles (NEVs) reached 596,000 units, representing a penetration rate of 38.6%, down 3 percentage points from the previous year [1][11]. Retail Market Overview - In January, the retail sales of self-owned fuel passenger cars were 250,000 units, up 17% year-on-year, while self-owned NEVs sold 226,000 units, marking a significant increase of 115%. NEVs accounted for 47.5% of self-owned exports, indicating growing international influence [2]. - The retail sales of self-owned brands totaled 890,000 units, down 18% year-on-year, with a domestic market share of 57.5%, a decrease of 3.5 percentage points [2]. - Mainstream joint venture brands sold 470,000 units, down 4% year-on-year, with German brands increasing their market share to 19.8%, up 1.4 percentage points [2]. Production and Wholesale Analysis - In January, the production of passenger cars was 2.003 million units, down 4.4% year-on-year. The wholesale volume was 1.973 million units, a decrease of 6.2% year-on-year [4]. - The wholesale of self-owned brands was 1.326 million units, down 8%, while luxury car wholesale increased by 4% to 228,000 units [4]. - The overall wholesale landscape is changing, with some mid-tier companies showing strong performance, such as SAIC-GM-Wuling and NIO [4]. New Energy Vehicle Insights - The production of NEVs reached 938,000 units, a slight decrease of 0.6% year-on-year, while wholesale sales were 864,000 units, down 3.3% [5][6]. - NEV retail sales were 596,000 units, down 20% year-on-year, with conventional fuel vehicles selling 948,000 units, down 10% [7]. - NEV exports reached 286,000 units, a remarkable increase of 103.6%, accounting for 49.6% of total passenger car exports [11][12]. Market Trends and Future Outlook - The new energy vehicle market is expected to face challenges in February due to the impact of the Spring Festival, which may lead to lower sales volumes [16]. - The transition from merely selling cars to exporting entire industrial chains is anticipated, indicating a shift towards quality growth in the automotive export sector [17].

Overall Market - In January 2026, the retail sales of passenger cars reached 1.544 million units, a year-on-year decrease of 13.9% [14] - The decline in retail sales is attributed to complex market factors and a historical pattern of fluctuating sales in January [14] - The end of the new energy vehicle purchase tax exemption in December 2025 has led to a recovery period for the new energy vehicle market, with some consumers having made purchases in December to take advantage of the policy [14] - January 2026 saw a significant increase in exports, with passenger car exports reaching 576,000 units, a year-on-year increase of 52.0% [16] - The production of passenger cars in January 2026 was 2.003 million units, a year-on-year decrease of 4.4% [16] - The wholesale volume for January 2026 was 1.973 million units, a year-on-year decrease of 6.2% [17] New Energy Market - In January 2026, retail sales of new energy vehicles (NEVs) totaled 596,000 units, down 20.0% year-on-year [18] - The penetration rate of NEVs in the domestic market was 38.6%, while the export penetration rate was 49.6% [15] - The production of NEVs reached 938,000 units, a slight decrease of 0.6% year-on-year [18] - The wholesale volume of NEVs was 864,000 units, down 3.3% year-on-year [18] - The export of NEVs reached 286,000 units, a significant increase of 103.6% year-on-year, accounting for 49.6% of total passenger car exports [22] Company Performance - BYD, Geely, and Chery are leading in the new energy vehicle market, with BYD's sales reaching 205,518 units in January 2026 [24] - The market share of domestic brands in the new energy sector is increasing, with a notable rise in the export of new energy vehicles to Europe and Southeast Asia [15][22] - The new energy vehicle market is characterized by a shift towards higher quality products, with an increase in the proportion of high-end NEVs [15] Market Outlook - February 2026 is expected to see lower sales due to the shorter working days caused by the extended Spring Festival holiday [27] - The market is anticipated to stabilize post-holiday, with potential recovery in the entry-level electric vehicle segment [28] - The overall sentiment in the consumer market remains cautious, influenced by high costs and economic factors [28]

| 今天小米机器人团队正式开源了阶段性研究成果:Xiaomi-Robotics-0,兼具视觉 语言理解与高性能实时执行能力的具身智能VLA 模型。在主流的Libero、Calvin和 | 2 1小时间 来自 Xiaomi Pad /S Pro H编辑 | | | --- | --- | --- | | SimplerEnv 测试集,包括所有的Benchmark和30种模型对比中,均取得当前最 | | | | 优的成绩。内含多个演示视频。 | | | | 小米很早开始布局机器人业务,欢迎更多优秀同学加入机器人团队 ♥ 目小米开源首代机器人 VLA 大模型,刷新多项 SOTA! | | | | 状+) 长期未示 ( + 文章 | | | | Xiaomi-Robotics-0 | | | | 小米开源首代机器人 VLA 大模型,刷新多项 SOTA! | | | | [7 58 | FJ 181 | 6577 47 | 责任编辑：王翔 2月12 日，小米宣布开源首代机器人VLA大模型Xiaomi-Robotics-0。小米创办人雷军发文表示，今天小 米机器人团队正式开源了阶段性研究成果： Xiaomi-Roboti ...

Core Insights - Xiaomi's founder, chairman, and CEO Lei Jun announced the milestone research achievement of the Xiaomi Robotics team: the intelligent VLA model Xiaomi-Robotics-0, which has achieved optimal results in several mainstream testing sets and has been open-sourced [1] Group 1 - Xiaomi has been investing in the robotics business for a long time and is committed to promoting open-source technology and transparent results [1] - The newly released open-source VLA model Xiaomi-Robotics-0 features 4.7 billion parameters, combining visual language understanding with high-performance real-time execution capabilities, setting new state-of-the-art (SOTA) benchmarks [1] - The model has excelled in three major mainstream simulation tests and has demonstrated physical intelligence generalization in real-world tasks, exhibiting coherent actions and responsive reactions, while achieving real-time inference on consumer-grade graphics cards [1]