FF305 公司名稱： 小米集团 (於開曼群島註冊成立以不同投票權控制的有限公司) 呈交日期： 2026年2月6日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | | 不同投票權架構公司普通股 | 股份類別 | B | | 於香港聯交所上市 | | 是 | | | 證券代號 (如上市) | 01810 | | 說明 | | | | | | | | 多櫃檯證券代號 | 81810 | | RMB 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | ...

关注" 新华网财经 "视频号 更多财经资讯等你来看 来源：中新经纬 6日，小米创始人雷军发微博称，2月9日-3月3日春节期间出行，小米汽车将开启三项暖心服务，包括24小时免费道路救援，同时提供500 元打车券与异地送车服务；7×24 小时上门补胎、线上服务；和如因车辆自身偶发故障导致途中抛锚，最高可报销1500元高铁/机票费用和 500元住宿费用服务。 往期推荐 腾讯"元宝分10亿"活动2月1日0点正式开启，用户最高可领万元现金红 包，官方攻略发布 亚马逊官宣裁撤1.6万个职位 ...

Group 1 - The core point of the article is that Beijing Xiaomi Mobile Software Co., Ltd. has obtained a patent for a method and device for measurement reporting, with the patent number CN115669048B, applied for on September 2022 [1] - Beijing Xiaomi Mobile Software Co., Ltd. was established in 2012 and is primarily engaged in software and information technology services, with a registered capital of 148.8 million RMB [1] - The company has made investments in 4 enterprises, participated in 150 bidding projects, and holds 5000 patent records, along with 123 administrative licenses [1]

【#雷军宣布小米汽车免费道路救援#，7×24 小时上门补胎】 据新浪科技报道，小米创办人@雷军 今日发文宣布：2月9日-3月3日春节期间出行，小米汽车暖心服务 已就位，为大家全程护航：24小时免费道路救援，同时提供500元打车券与异地送车服务； 7×24 小时 上门补胎、线上服务，随时响应需求；如因车辆自身偶发故障导致途中抛锚，最高可报销1500元高铁/ 机票费用和500元住宿费用。 此前据IT之家报道，小米汽车2026年1月交付量超3.9万辆，环比下滑超20%，数据变动引发行业关注。 知情人士透露，销量回落并非需求疲软，而是第一代SU7已经停产，工厂产能全部集中用于新一代车型 的生产准备。 ...

国家知识产权局信息显示，北京小米移动软件有限公司取得一项名为"亮度调整方法及装置、存储介 质"的专利，授权公告号CN117597726B，申请日期为2022年6月。 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150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。 本文源自：市场资讯 作者：情报员 ...

Market Overview - The Hong Kong stock market experienced a decline, with the Hang Seng Index falling by 1.21%, the Hang Seng China Enterprises Index down by 0.681%, and the Hang Seng Tech Index decreasing by 1.109% [1] - Technology stocks saw a significant drop, with Alibaba down nearly 3%, Meituan, Kingsoft, JD Health, Baidu, and NetEase all falling over 2%, while Tencent Holdings decreased by nearly 2% [1] - In contrast, automotive stocks rose, with NIO increasing by nearly 7%, Li Auto up over 5%, and Xpeng Motors rising over 3% [1] Company Specifics - NIO announced an earnings forecast indicating that it expects to achieve adjusted operating profit of approximately 700 million to 1.2 billion yuan for Q4 2025, marking the company's first quarterly adjusted operating profit in its 11-year history [3] - According to reports, Tencent and Xiaomi have been actively buying back shares, with Tencent seeing net purchases totaling 11 billion Hong Kong dollars over four consecutive days [2] - Meituan's acquisition of Dingdong Maicai raises questions about the future arrangements for the existing management team and employees of Dingdong [2] Investment Trends - Analysts suggest that the recent adjustments in the Hong Kong market are primarily technical corrections rather than a trend reversal, driven by overly optimistic market sentiment and external factors such as liquidity concerns related to the nomination of the Federal Reserve Chairman [4] - There is a noticeable shift in capital from high-performing tech stocks to more defensive sectors, such as consumer and dividend stocks, which are favored for their lower valuations and stable performance [4] - Resource stocks, particularly coal, have shown strong performance due to external catalysts like Indonesia's suspension of coal spot exports, indicating a market focus on physical assets [4]

Market Overview - The Hong Kong stock market indices collectively declined, with the Hang Seng Index falling by 1.21%, the Hang Seng Tech Index down by 1.11%, and the Hang Seng China Enterprises Index decreasing by 0.68% [1] - Southbound funds recorded a net inflow of HKD 14.859 billion [11] Sector Performance - The lithium battery sector saw gains, with Cai Ke New Energy rising over 6%, and other companies like Zhong Chuang Innovation and Ganfeng Lithium also experiencing increases [4][7] - The oil and gas production sector performed well, with Yuanheng Gas surging over 27% and other companies like Jintai Feng International and United Energy Group rising over 7% [5][6] - The automotive sector continued to rise, with NIO increasing nearly 7%, and other companies like Li Auto and BYD also showing positive performance [7] Major Companies - Alibaba, Meituan, Kuaishou, NetEase, and Baidu all experienced declines of over 2%, while Tencent, JD.com, and Ctrip fell over 1% [2][3] - In contrast, Li Auto saw an increase of over 3%, and Xiaomi Group rose slightly by less than 1% [2][3] Cryptocurrency Market - The cryptocurrency sector faced significant declines, with Bitcoin dropping to around USD 64,000 [8] - Companies in the cryptocurrency space, such as New Fire Technology Holdings and Guofu Quantum, saw declines of over 7% and nearly 6%, respectively [8] Insurance Sector - The insurance sector experienced downturns, with AIA falling over 5%, Prudential down over 4%, and other companies like China Pacific Insurance and Zhong An Online also declining [9] Copper Industry - The copper sector faced declines, with China Metal Utilization dropping over 12% and other companies like China Nonferrous Metals and Minmetals Resources also experiencing losses [10] - Analysts predict that basic metals will maintain an upward trend this year, with copper, tin, and aluminum prices expected to rise by 20%, 16%, and 12% respectively by 2025 [10][11]

Core Viewpoint - The 2026 policy for replacing old products with new ones will continue to be implemented, focusing on the automotive, home appliance, and digital product sectors, with an emphasis on nationwide consistency and regulatory measures to enhance market efficiency [3][5][7]. Group 1: Policy Changes - The 2026 subsidy mechanism will shift from a fixed amount to a "proportional + cap" model, which will primarily benefit lower-priced, subsidy-sensitive economic models while maintaining stable incentives for mid-to-high-priced vehicles [6][11]. - The new subsidy guidelines aim to standardize the subsidy amount across the country, reducing local discrepancies and potential arbitrage opportunities [5][12]. Group 2: Market Impact - The 2025 old-for-new policy significantly boosted passenger car sales in China, demonstrating a strong correlation between the policy and market performance, particularly in promoting the adoption of new energy vehicles [8][12]. - The completion of annual sales targets by several automakers, including BYD and SAIC, indicates a competitive landscape, with traditional manufacturers adopting cautious growth targets while new entrants remain optimistic [9]. Group 3: Tax and Financial Measures - In 2026, the purchase tax for new energy vehicles will be halved, with a maximum tax reduction of 15,000 yuan, prompting various automakers to introduce compensatory measures to cover tax differences [10]. - The adjustment in subsidy algorithms is expected to reshape market dynamics, emphasizing sustainable and balanced use of subsidies rather than merely increasing them [11][12].

【#小米称SU7Ultra专业团队解散不实#，销售策略进行了调整升级】 据新浪科技报道，小米汽车"社区大管家"昨天在官方社区发布《关于小米SU7 Ultra专业团队解散不实信 息的澄清》，其中提到，近日网络流传的"小米SU7 Ultra专业团队解散"等信息严重不实。 小米方面称，为优化SU7 Ultra的销售服务体验，对销售策略进行了调整升级。 自1月底起，SU7 Ultra不再仅由部分门店的Ultra Master销售专属承接，全国所有小米汽车门店的销售伙 伴均可为用户提供该车型的专业咨询、选购等服务； 原Ultra Master销售伙伴也可承接小米汽车其他车型的销售服务。 ...

Market Overview - The Hong Kong stock market experienced a significant decline on February 6, with the Hang Seng Index falling by 1.21% to 26,559.95 points, the Hang Seng Tech Index down 1.11% to 5,346.2 points, and the National Enterprises Index decreasing by 0.68% to 9,031.38 points [1] - Major technology stocks mostly declined, with Alibaba down 2.88%, Tencent down 1.97%, and JD Group down 1.75%. In contrast, NIO saw an increase of nearly 7% [1] Individual Stock Performance - West China Cement (02233) continued to decline, dropping nearly 10%, with a cumulative drop of over 22% for the month. The company announced a $300 million issuance of 10.5% senior notes due in 2029 to manage existing debt [2] - Yujian Xiaomian (02408) rose over 4%, with a year-to-date increase of over 20%, supported by a share buyback announcement [2] - Nobikang (02635) reached a new high, increasing over 9% to 514.5 HKD, driven by its focus on AI technology and significant applications in various sectors [2] - Colorful New Energy (01986) saw its stock rise over 5% after announcing a profit forecast of at least 25 million RMB for the year ending December 31, 2025, a significant improvement from a loss the previous year [3] Institutional Ratings - Morgan Stanley expressed optimism about NetEase (09999), citing its attractive valuation with a current P/E ratio of 13 times, which is a 25% discount compared to its five-year average. The target price is set at 295 HKD [5] - Guohai Securities is optimistic about Leap Motor (09863), projecting revenues of 66.27 billion, 104.12 billion, and 135.41 billion RMB for 2025-2027, with significant profit growth expected [6] - Morgan Stanley also favored Laoputang Gold (06181), extending its valuation period to December 2026 and maintaining a target price of 1,296 HKD, citing potential short-term catalysts [6] Industry Insights - The macro strategy department of Bosera Fund noted that the Hong Kong stock market is currently influenced by liquidity benefits and fundamental uncertainties, with the improvement of price levels in 2026 being a key variable for market direction [8] - The fund manager of the Rongtong CSI Hong Kong Stock Connect Technology Index highlighted the potential for valuation recovery in the Hong Kong tech sector, driven by technological breakthroughs and sustained inflows of southbound capital [9]