（更新中） 10:16军工装备板块短线拉升 中天火箭涨停 中天火箭涨停，中无人机、中航成飞、航发科技等纷纷走高。 | 名称 | 涨幅量 | | --- | --- | | 中天火箭 晨曦航空 | +9.99% | | | +7.30% | | 恒宇信通 | 45.68% | | 海特高新 | +5.59% | | 中航成飞 | +3.85% | | 通易航天 | +3.59% | | 钢研高纳 | +3.46% | | 中无人机 | +2.86% | | 航发科技 | +2.86% | | 航天宏图 | +2.74% | 09:59 港股东方甄选一度涨超14%，现涨超11%。 09:49白酒股持续反弹 酒鬼酒涨停 酒鬼酒涨停，舍得酒业涨7%，水井坊、老白干酒、迎驾贡酒、泸州老窖等跟涨。 | 名称 | 涨幅� | | --- | --- | | 酒鬼酒 | +10.00% | | 害得湿亦 | +7.00% | | 古井贡酒 | +5.87% | | *ST岩石 | +4.99% | | 金种子酒 | +4.69% | | 水井坊 | +4.36% | | 泸州老窖 | +3.64% | | 老白干酒 | +3 ...

小米最新财报，几乎句句都是"新高"。 不出所料，小米的最新财报，依然在刷新自己的最好成绩。 今年上半年，小米集团总营收为2272.49亿元，同比增长38.2%。 其中，第二季度营收为1160亿元，同比增长30.5%，连续三个季度超千亿，并创历史新高。 第二季度集团总营收1160亿元、经调净利润108亿元，双双刷新历史纪录。 汽车业务增长曲线更惊人： Q2交付81302台车，汽车毛利率已经冲到26.4%，超过了特斯拉和理想，可能仅次于还没出财报的赛力斯，绝对的新势力头部水平。 满打满算，造车5年，汽车上市1年多，汽车营收就超过了小鹏、零跑，运营亏损已经缩小到3亿元，很可能今年下半年，就能看到小米汽车单季盈利了。 小米发布新高财报 小米集团上半年的净利润为227.66亿元，同比增长146.3%。 第二季度净利润为118.7亿元，同比增长134.2%；非国际财务报告准则下，经调整净利润连续2个季度破百亿，在Q2实现了108亿元，同比增长75.4%。 在支出上，小米集团Q2的研发开支为78亿元，同比增长41.2%。 利润方面，小米集团上半年毛利为515亿元，同比增长46.2%；半年度毛利率为22.7%。 第二季度毛利 ...

8月19日，2025财年中报归属股东应占溢利228.3亿人民币，同比增长146%，基本每股收益0.9人民币。 本文源自：金融界 作者：行情君 8月20日，小米集团-W(01810)盘中下跌2.0%，截至09:31，报51.35元/股，成交8.05亿元。 小米集团是一家主要以手机、智能硬件和IoT平台为核心的互联网公司，产品包括智能手机、IoT和生活 消费产品、互联网服务产品。公司的商业模式由创新、高质量的硬件，高效新零售和丰富的互联网服务 三个相互协作的支柱组成，致力于降低运营成本并提升效率。 截至2025年中报，小米集团-W营业总收入2272.49亿元、净利润228.29亿元。 ...

"中国汽车行业，目前处于一种'达尔文式'（适者生存）的内卷竞争。" "但我们不想不惜一切代价抢夺中国市占率。" 这两句话，上周先后从梅赛德斯-奔驰CEO康林松（Ola Källenius）的嘴里说出。原因无他，在包括中国市场的因素影响下，其所掌舵全球顶级车企2025年上 半年交出来的成绩堪称惨烈——净利润下滑56%，同比腰斩。 有趣的是，尽管他的两句话从逻辑上看并无漏洞，但中国汽车行业的部分 "后来者"，恰恰在他所说的 "达尔文式" 竞争中找到了自己的进化路径，逐步走上 正轨。 回顾今年上半年的销量成绩，新势力车企中存在着明确的"增长三杰"：零跑、小鹏、小米（此处按照销量成绩排序，下文排序也不带先后名词概念）。 部分中国新势力车企上半年销量对比 (万辆) 25 20 15 10 5 0 理想 鸿蒙智行 零跑 小腸 小米 ■ 2024下米年 ■ 2025上半年 各新势力年度销量目标及完成率 (万辆) 100 56.3 O 80 45 44.3 O 64 60 50 50 31.9 o 28.4 · 28.6 -0-28.1 40 - -35 -35 32 20 20 0 小鹏 零跑 深蓝 小米 理想 极氪 岚图 ...

Core Insights - Xiaomi Group reported a significant increase in automotive business revenue, with a 230% year-over-year growth in the second quarter [1] - The company delivered 81,302 vehicles in Q2, a 197.7% increase compared to 27,307 vehicles in the same period last year [1] - The average selling price of Xiaomi vehicles rose by 10.9%, from 228,644 RMB to 253,662 RMB, primarily due to the delivery of the Xiaomi SU7 Ultra [1] Financial Performance - In Q2, Xiaomi Group's total revenue reached 115.96 billion RMB, a 30.5% increase year-over-year, marking the third consecutive quarter exceeding 100 billion RMB [6] - Adjusted net profit for the quarter was 10.83 billion RMB, a substantial increase of 75.4% year-over-year, continuing the trend of surpassing 10 billion RMB for two consecutive quarters [6] - Revenue from smart electric vehicles and AI-related businesses amounted to 21.3 billion RMB, with smart electric vehicle revenue alone at 20.6 billion RMB, up from 6.2 billion RMB in the same quarter last year [6] Business Outlook - The company aims to achieve a total delivery target of 350,000 Xiaomi vehicles for the year, with expectations for smart electric vehicles and AI innovations to become profitable on a quarterly basis in the second half of the year [5] - As of June 30, Xiaomi has established 335 automotive sales outlets across 92 cities in mainland China [5]

Core Insights - Xiaomi's automotive business achieved a record gross margin of 26.4% in Q2, driven by cost reductions and increased sales of high-end models [2][4] - The company reported revenue of 20.6 billion yuan from its smart electric vehicle segment, with a significant reduction in operating losses to 300 million yuan [2][4] - Xiaomi aims to achieve quarterly profitability in the second half of the year, although the timeline remains uncertain [2][4] Revenue and Profitability - In Q2, Xiaomi's revenue from the smart electric vehicle and AI innovation segment reached 21.3 billion yuan, up 14.4% from 18.6 billion yuan in Q1 [2][4] - The gross margin for the smart electric vehicle segment increased from 23.2% in Q1 to 26.4% in Q2, and from 15.4% in Q2 2024 [2][4] - The average selling price of Xiaomi's vehicles is approximately 250,000 yuan, contributing to higher gross margins [4] Product Development and Technology - Xiaomi launched the YU7 SUV series in June, achieving over 240,000 pre-orders within 18 hours [5] - The YU7 series features advanced technology, including an 800V silicon carbide high-voltage platform and a maximum range of 835 km [5] - The company is continuously updating its autonomous driving technology, with the SU7 series receiving significant performance upgrades [7] Brand Expansion and Market Strategy - Xiaomi plans to enter the European market by 2027, focusing on increasing brand awareness for its automotive division [8] - The brand has high recognition in Europe, with awareness levels exceeding 95%, particularly in countries like Spain [8] - The company is confident in building its automotive brand, drawing from its successful history in China [8] Robotics and Future Outlook - Xiaomi has invested in robotics for four to five years, particularly in humanoid robots for factory applications [9] - The company is currently working on achieving a business closure in its own factories, although it acknowledges the challenges ahead [10]

坚持让事实说话，不能让无端的猜测、无据的关联，干扰对事件本身的认识和判断。 通报针对网上发布或转发"小米汽车撞死人"相关信息，做了情况说明：2025年2月11日13时53 分，王某驾驶小米牌小型轿车（车内1人）沿临颍县滨河路由西向东行驶过程中驶入道路左侧 （北半幅），与由东向西行驶的白色本田牌小型轿车（车内6人）发生碰撞，造成4死2伤的交通 事故。事故发生后，县公安局对王某依法进行逮捕。目前，县人民法院正在依法进行审理。 4死2伤，这是一起何其惨痛的交通事故。遇难者中还有未成年的孩子，他们的猝然离开，对其背 后的家庭而言无疑是灭顶之灾。这起事故无论从事故本身的伤亡程度，还是从审理过程中村支书 为肇事者私自开证明而言，都具有极大的警示和反思价值。唯有严厉追责，方能告慰死者，宽慰 生者。 不过，随着案件的开庭审理以及媒体报道的介入，此案开始有失焦之嫌，不少人似乎对涉事车辆 品牌更感兴趣，并由此脑补出一些与事故本身无关的信息，这已远远偏离了此次事件的核心样 貌。 不得不提的是，舆论场的"歪楼"，可能与当初事故发生后，当地交管部门在事故认定责任书中直 接点名小米汽车有关。相关文书在被上传到网上后，从而引发了对事故车辆 ...

Group 1: Liquor Industry Performance - The liquor stocks are experiencing a rebound, with JiuGuiJiu reaching a limit up of 10% [2] - Other notable performers include SheDe JiuYe up 7%, and ShuiJingFang, LaoBaiGan Jiu, YingJiaGong Jiu, and LuZhou LaoJiao also showing gains [2] - The overall trend indicates a positive sentiment in the liquor sector, as multiple stocks are following the upward movement [2][3] Group 2: Solar Equipment Sector Activity - The solar equipment sector is showing strong performance, with YaMaTon and HuaMin shares hitting the limit up of 10% and 9.49% respectively [4] - Other companies in this sector, such as AiNengJu and YiJing GuangDian, are also experiencing significant gains [4] - This indicates a robust interest and investment in the solar equipment market despite broader market fluctuations [4] Group 3: Market Overview - The A-share market opened lower, with the Shanghai Composite Index down 0.28%, Shenzhen Component Index down 0.61%, and ChiNext Index down 1.14% [5][6] - The overall market sentiment is bearish, with nearly 4,500 stocks declining across the Shanghai, Shenzhen, and Beijing markets [6] - The technology sector, particularly AI hardware, is facing notable declines, while the solar sector is performing well [5][6] Group 4: Currency and Monetary Policy - The People's Bank of China conducted a reverse repurchase operation of 616 billion yuan with a rate of 1.40%, resulting in a net injection of 497.5 billion yuan for the day [9] - The Chinese yuan depreciated against the US dollar by 25 basis points, with the central parity rate reported at 7.1384 [10]

Group 1 - The core viewpoint of the news highlights the performance of Xiaomi Group, which reported a revenue of 227.25 billion RMB for the first half of the year, marking a year-on-year growth of 38.2%, and an adjusted net profit of 21.51 billion RMB, up 69.8% year-on-year [1] - In Q2, Xiaomi achieved a revenue of 115.96 billion RMB, reflecting a year-on-year increase of 30.5%, with an adjusted net profit of 10.83 billion RMB, which is a 75.4% year-on-year growth [1] - The Hong Kong stock market indices opened lower, with the Hang Seng Index down 0.61% and the Hang Seng Tech Index down 0.75%, while the performance of individual stocks in the Hang Seng Tech Index ETF was mixed, with only a few companies like Sunny Optical Technology and Xpeng Motors seeing gains [1] Group 2 - Guojin Securities noted that Xiaomi's overall performance in Q2 2025 showed steady progress, with total revenue exceeding 100 billion RMB for three consecutive quarters and adjusted net profit surpassing 10 billion RMB for two consecutive quarters, driven by growth in smartphones, home appliances, and automotive sectors [2] - In Q2, Xiaomi delivered a total of 81,300 new cars, with cumulative deliveries reaching 300,000, generating revenue of 21.3 billion RMB from the automotive segment, which had a gross margin of 26.4%, an increase of 3.2% quarter-on-quarter [2] - The southbound capital flow into Hong Kong has reached nearly 960 billion HKD this year, primarily directed towards AI and new consumption sectors, indicating a trend towards emerging industries and potential for further capital inflow [2]

Group 1 - The core viewpoint of the news highlights the performance of Xiaomi Group, which reported a revenue of 227.25 billion RMB for the first half of the year, marking a year-on-year growth of 38.2% and an adjusted net profit of 21.51 billion RMB, up 69.8% [1] - In Q2, Xiaomi achieved a revenue of 115.96 billion RMB, reflecting a year-on-year increase of 30.5%, with an adjusted net profit of 10.83 billion RMB, which is a 75.4% increase compared to the previous year [1] - The automotive segment of Xiaomi delivered 81,300 new vehicles in Q2, with a cumulative delivery of 300,000 vehicles, generating revenue of 21.3 billion RMB and a gross margin of 26.4%, which improved by 3.2% quarter-on-quarter [2] Group 2 - The inflow of southbound funds into Hong Kong stocks has reached nearly 960 billion HKD this year, primarily directed towards artificial intelligence and new consumption sectors, indicating a trend towards emerging industries [2] - The Hang Seng Technology Index ETF (513180) includes 30 leading Hong Kong tech stocks, focusing on the AI industry chain, with major companies like Alibaba, Tencent, Xiaomi, Meituan, SMIC, and BYD potentially becoming the "seven giants" of Chinese tech stocks [2] - Investors without a Hong Kong Stock Connect account can access Chinese AI core assets through the Hang Seng Technology Index ETF (513180) for a simplified investment approach [2]