Ge Long Hui A P P·2026-02-24 11:52Group 1 - The net buying of Southbound funds includes significant amounts in Southern Hang Seng Technology (1.585 billion), Meituan-W (0.687 billion), Xiaomi Group-W (0.437 billion), Kuaishou-W (0.304 billion), UBTECH (0.242 billion), and SMIC (0.220 billion), while there was a net sell of Pop Mart (0.205 billion) [1] - Southbound funds have continuously net bought Meituan for five days, totaling 2.62343 billion HKD, and Xiaomi for three days, totaling 2.66892 billion HKD [4] Group 2 - Xiaomi Group-W's vehicle delivery is expected to exceed forecasts, potentially reaching 650,000 units by 2026, with a strategy to counteract declining smartphone ASP through stable IoT and internet business [5] - UBTECH's humanoid robot gained significant popularity during the Spring Festival, with institutions predicting a substantial growth phase for the industry this year [6] - SMIC's revenue for Q4 2025 is expected to exceed forecasts, maintaining high capital expenditure [7] - Pop Mart announced the launch of a new IP "After School Merodi" on February 26, featuring 12 regular and 1 hidden model, with pricing set at 69 RMB per blind box and 828 RMB per complete set [7]