此外，就在今年1月7日，小米汽车宣布，新一代SU7预计2026年4月份上市，小米SU7将迎来首次改 款。据了解，小米SU7正式发布仅1年9个月时间，交付超过36万辆，月均超过1.7万辆。 小米集团创始人、董事长兼CEO雷军近日表示，小米汽车非常重视智能驾驶领域的团队建设、人才投 入，目前小米汽车智能驾驶团队超过1800人，并设立了北京、上海、武汉三大研发中心。 万联证券投资顾问屈放对《证券日报》记者表示，小米集团的回购举措，彰显了公司稳定市场信心、提 升股东回报率以及现金流充沛的优势。 本报记者 向炎涛 1月22日，小米集团公告称，公司已与一家独立经纪商签订协议，该经纪商将根据经纪协议所记载的预 定参数在港交所回购不超过25亿港元小米集团的B类普通股。此项自动股份回购计划将于1月23日正式 启动。 小米集团在公告中表示，实施自动股份回购计划可展示公司对自身业务前景充满信心，符合公司及股东 的整体最佳利益。公司其后将注销自动股份购回计划下购回的股份。 事实上，开年以来小米集团已密集开展股份回购操作。据Wind数据统计，2026年以来截至1月22日，小 米集团累计斥资22.5亿港元用于股份回购。 小米集团发布的2 ...

证券时报·数据宝统计，小米集团-W在港交所公告显示，1月22日以每股34.920港元至35.240港元的价格 回购571.38万股，回购金额达2.01亿港元。该股当日收盘价35.240港元，下跌0.51%，全天成交额47.19 亿港元。 自1月13日以来公司已连续8日进行回购，合计回购4001.38万股，累计回购金额14.60亿港元。 其间该股 累计下跌9.03%。 小米集团-W回购明细 | 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2026.01.22 | 571.38 | 35.240 | 34.920 | 20073.39 | | 2026.01.21 | 700.00 | 35.480 | 35.220 | 24772.29 | | 2026.01.20 | 550.00 | 35.860 | 35.460 | 19607.97 | | 2026.01.19 | 400.00 | 36.520 | 36.360 | 14582.26 | | 2026.01.16 | 590 ...

1月22日，小米集团在港交所公告称，拟购回不超过25亿港元的公司B类普通股。 公告称， 购回计划将自1月23日起，持续至2026年股东周年大会前一日、购回总额达25亿港元或协议提前终 止三者中最早发生之日。 小米集团认为，实施自动股份购回计划可展示本公司对自身业务前景充满信心，符合公司及股东的整体最 佳利益。公司其后将注销自动股份购回计划下购回的股份。 来源：e公司 责编：李丹 校对：王朝全 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体法律 责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 利 好！9部门重磅印发 丨 潘功胜：今年降准降息还有一定空间 丨 光模块飙升！300308成交额A股第一 丨 外交部回应美国领导人达沃斯涉华言论 丨 科技利好！深圳重大发布！ 丨 特朗普取消对欧关税威胁！美 股收高！ 丨 回应一切！刚刚，特朗普发声！ 丨 深夜，长和紧急公告！ 丨 白银基金将停牌 ...

Investment Rating - The report maintains an "Outperform" rating for TCL Electronics Holdings, with a target price of HK$15.60 based on a current price of HK$12.23 [2][5]. Core Insights - TCL is expected to achieve an adjusted net profit of HK$2.33 billion to HK$2.57 billion in 2025, representing a year-on-year growth of 45% to 60% compared to 2024 [3][9]. - The company continues to adhere to a globalization and high-end development strategy, with strong growth in global business and improving profitability [3][9]. - A strategic partnership with Sony in the home entertainment sector aims to establish a joint venture, enhancing TCL's global competitiveness and expanding its business territory [3][10]. Financial Performance - Revenue projections for TCL are as follows: HK$99.32 billion in 2024, HK$119.64 billion in 2025 (up 26% year-on-year), HK$135.67 billion in 2026 (up 20%), and HK$152.14 billion in 2027 (up 13%) [2][5]. - Net profit is projected to grow from HK$1.76 billion in 2024 to HK$2.47 billion in 2025 (up 137%), HK$3.02 billion in 2026 (up 41%), and HK$3.62 billion in 2027 (up 22%) [2][5]. - The diluted EPS is expected to increase from HK$0.70 in 2024 to HK$0.98 in 2025, HK$1.20 in 2026, and HK$1.43 in 2027 [2][5]. Market Position - In 2025, global TV shipments are projected to reach 220 million units, a slight decline of 0.7% year-on-year, while TCL's shipments are expected to grow by 5.4% to 30.4 million units, capturing a 13.8% market share [4][11]. - TCL ranks second globally in TV shipments, while Sony ranks tenth with a significant decline in shipments [4][11]. - The report anticipates that major sports events in 2026 will help stabilize or increase global TV shipments, with TCL and other leading brands expected to expand their market share [4][11]. Valuation - The valuation for TCL has been adjusted, with EPS forecasts for 2025-2027 raised to HK$0.98, HK$1.20, and HK$1.43 respectively, and a PE valuation of 13x for 2026 [5][12]. - The target price of HK$15.60 reflects the company's strong performance and growth potential in the high-end display technology market [5][12].

1月22日，亿道信息（001314.SZ）发布2025年度业绩预告。公告显示，公司预计2025年实现归属于上市 公司股东的净利润同比增长76.04%至128.85%；扣除非经常性损益后的净利润同比大幅增长194.34%至 279.96%。 亿道信息坚定推行"AI+"战略，坚持创新驱动发展与长期主义理念，紧跟行业技术前沿趋势的同时，持 续加大研发投入，不断提升技术创新能力与产品核心竞争力。此外，公司通过优化服务体系、升级生产 流程、完善供应链布局，不断增强产品附加值，并为全球多产业合作伙伴提供深度赋能，为业绩增长奠 定了坚实基础。 在追求规模增长的同时，亿道信息高度重视经营效能的提升。公司持续推进数字化系统建设，并对自有 生产制造平台和供应链集采中心进行优化升级，显著提升了产能供给能力和供应链协同效率。 值得一提的是，在2025年末，亿道信息发布了覆盖个人、家庭、企业、产业、穿戴等全栈解决方案矩 阵，从AESOF开放框架到AI原生硬件的规模化落地，进一步体现了"All in AI"的发展决心。 业绩的显著提升，不仅受益于全球消费电子市场的结构性复苏，更直接体现了公司"AI+终端、AI+应 用"战略的前瞻布局与技 ...

Group 1 - The core viewpoint of the article is that Rongqi Technology (301360) is increasing its equipment layout in the smart glasses assembly segment, which is expected to positively impact its operating performance in 2026 [1] - The assembly equipment for Meta's smart glasses is currently being delivered, and the final order volume and revenue will depend on the terminal sales of Meta's smart glasses and the production schedule of Meta [1] - In the solid-state battery sector, the company is conducting preliminary research work in collaboration with clients using its testing equipment [1]

Core Viewpoint - As of January 22, 2026, the disclosure rate of active equity funds' quarterly reports reached 100%, with a slight decrease in overall positions but remaining at historically high levels [2][3] Fund Positioning - Active equity funds' positions decreased by 0.83 percentage points to 86.6%, still the second highest level after Q3 2025, with ordinary stock, mixed equity, and flexible allocation funds decreasing by 0.5, 0.8, and 0.9 percentage points respectively [3] - The ChiNext board saw an increase in positions by 1.2 percentage points to 25.0%, while the Sci-Tech Innovation board decreased by 0.9 percentage points to 16.6%, and the main board decreased by 0.3 percentage points to 58.2% [3] Sector Allocation - The sectors with the highest increases in positions were non-ferrous metals (+2.3 percentage points), communication (+1.9 percentage points), and non-bank financials (+0.9 percentage points), with non-ferrous metals increasing for four consecutive quarters and communication for three [3] - The sectors with the largest decreases were electronics (-1.7 percentage points), pharmaceuticals and biology (-1.5 percentage points), and media (-1.2 percentage points) [3] Sub-sector Insights - In the secondary industry, the sectors with the highest increases were communication equipment (+1.9 percentage points), industrial metals (+1.2 percentage points), and insurance (+0.9 percentage points), while the largest decreases were in consumer electronics (-1.9 percentage points), batteries (-1.3 percentage points), and chemical pharmaceuticals (-1.0 percentage points) [3] Stock Performance - The stocks with the highest increases in positions included Zhongji Xuchuang, Xinyi Technology, Dongshan Precision, China Ping An, and Zijin Mining, while the stocks with the largest decreases included Industrial Fulian, Yiwei Lithium Energy, CATL, Luxshare Precision, and Focus Media [3] Hong Kong Market Overview - In the Hong Kong market, the active equity positions decreased by 3.1 percentage points to 16.0%, with increases in financials, materials, and energy sectors, while decreases were seen in non-essential consumer, information technology, and healthcare sectors [3] - The most increased stocks were China Ping An H, CNOOC H, and China Life H, while the most decreased stocks were Alibaba, Tencent Holdings, and SMIC [3]

1月22日，小米集团在港交所公告称，拟购回不超过25亿港元的公司B类普通股。购回计划将自1月23日起， 持续至2026年股东周年大会前一日、购回总额达25亿港元或协议提前终止三者中最早发生之日。 小米集团认为，实施自动股份购回计划可展示本公司对自身业务前景充满信心，符合公司及股东的整体最 佳利益。公司其后将注销自动股份购回计划下购回的股份。 ...

Core Viewpoint - Apple is engaged in a high-stakes legal battle with the Indian Competition Commission (CCI) over allegations of abusing its market position in the App Store, while challenging the validity of the related laws and seeking to prevent the CCI from accessing its global financial records [1][2] Group 1: Legal Proceedings - Apple has requested an Indian court to block the CCI from obtaining its global financial records during the investigation into its App Store policies [1] - The CCI's investigation accuses Apple of market abuse, which Apple denies [1] - A hearing is scheduled for January 27, 2024, in the Delhi High Court regarding this case [2] Group 2: Financial Implications - Apple fears that if fines are calculated based on its global revenue, it could face penalties as high as $38 billion [1] - The company is currently challenging the fine rules set for 2024 in the Indian court [1] Group 3: Ongoing Investigations - Despite Apple's legal challenges, the CCI is continuing its investigation and has issued a unilateral directive requiring Apple to provide financial data as of December 31, 2023 [1] - Apple argues that compliance with this directive would undermine its legal challenge against the fine rules [1]

【#小米集团宣布最高25亿港元股份回购计划#】1月22日，小米集团在港交所公告称，公司于2026年1月 22日与一家独立经纪商订立协议，据此，经纪商将根据经纪协议所载之预定参数于香港联合交易所有限 公司购回不超过25亿港元之本公司B类普通股。公司认为，实施自动股份购回计划可展示本公司对自身 业务前景充满信心，符合公司及股东的整体最佳利益。公司其后将注销自动股份购回计划下购回的股 份。（每经，德塔） ...