Zhi Tong Cai Jing·2025-09-02 06:11Core Viewpoint - Xiaomi Group's stock price increased by nearly 5%, reaching 56.6 HKD, with a trading volume of 10.042 billion HKD, following the announcement of over 30,000 vehicle deliveries in August [1] Group 1: Company Performance - Xiaomi Auto reported a delivery volume exceeding 30,000 units in August, marking the second consecutive month of such performance since July [1] - The company plans to open 32 new stores in September, expanding its presence to 370 stores across 105 cities [1] - First Shanghai's recent report indicates that Xiaomi's order volume significantly exceeds its current delivery capacity, highlighting a notable supply-demand gap [1] Group 2: Production Capacity - To address market demand, Xiaomi's second-phase factory has officially commenced production, with current capacity gradually ramping up [1] - As production capacity is released, it is expected to alleviate the current supply shortage [1] Group 3: Strategic Investments - Recent business changes at Guohua (Qingdao) Intelligent Equipment Co., Ltd. include the addition of Beijing Xiaomi Intelligent Manufacturing Equity Investment Fund Partnership as a shareholder, with registered capital increasing from approximately 9.3522 million RMB to about 10.4745 million RMB [1] - Guohua Intelligent, established in February 2021, focuses on the research and development of core components for robotics and the integration of intelligent manufacturing systems [1]