据第三方统计数据显示，截至2025 W51，华为Mate 80系列上市23天销量达123.49万台，日均超5万台。 标准版占出货大头，5499元16+512GB版销量最高，约为4699元入门版的5倍。系列热销带动华为手机连 续两周位居中国市场份额第一。 根据相关统计，华为Mate 80系列的出货比例大概是标准 版占据大头，之后则是Pro Max版本、Pro版本、非凡大 师版本。按照行业专家的说法，目前华为Mate 80标准版 销售占比，其中4699元的入门版本销量最低，这多少让 人感到意外。 整个Mate 80系列系列中卖的最好的是5499元的 16+512GB版，其销量近乎5倍于入门版本。Mate 80系列 卖的好也助推了华为手机整体销量，其已连续两周拿下 中国市场份额第一。 据第三方统计数据显示，截至2025 W51，华为Mate 80系列上市23天销量达123.49万台，日均超5万台。 标准版占出货大头，5499元16+512GB版销量最高，约为4699元入门版的5倍。系列热销带动华为手机连 续两周位居中国市场份额第一。 根据相关统计，华为Mate 80系列的出货比例大概是标准版占据大头，之后则是Pro ...

Group 1 - The Huawei Mate 80 series achieved sales of 1.2349 million units within 23 days of its launch, averaging over 50,000 units sold per day [2][3] - The standard version dominated the shipment distribution, with the 16GB+512GB model priced at 5499 yuan becoming the best-selling variant, selling approximately five times more than the entry-level version priced at 4699 yuan [2][3] - The strong performance of the Mate 80 series has helped Huawei maintain its position as the market leader in China for two consecutive weeks [2][3] Group 2 - The product structure of the Mate 80 series shows that the standard version leads in shipments, followed by the Pro Max, Pro, and Extraordinary Master versions [3] - The entry-level configuration priced at 4699 yuan had the lowest sales among the standard versions, which is surprising given the current trend towards high-end models [3] - The overall popularity of the Mate 80 series significantly enhanced Huawei's market performance, solidifying the brand's top position in the domestic market share rankings [3]

Market Share Overview - Apple regained the top position in the Chinese smartphone market with an 18.7% market share, driven by the strong performance of the iPhone 17 series [2][3] - Vivo, including iQOO, ranked second with a 17.1% market share, followed by Huawei at 16.0% in third place, and OPPO, including OnePlus, at 15.0% in fourth [2][3] - Honor and realme secured sixth and seventh places with market shares of 12.8% and 1.4%, respectively [2][3] Sales Performance of Specific Models - The iPhone 17 Pro Max and iPhone 17 Pro dominated the sales rankings, occupying all top three positions [2][3] - Huawei's Mate 80 ranked fourth, followed by Honor X70 and vivo S50 in subsequent positions [2][3] Market Dynamics - The high-end market remains dominated by Apple, with all three models of the iPhone 17 series showcasing strong product competitiveness [2][3] - Huawei maintains a stable influence in the high-end sector through flagship models like Mate 80 and Pura 80 [2][3] - Brands like Honor and Redmi continue to attract consumer attention in the mid-to-low-end market through a diverse product lineup [2][3]

Group 1 - Lin Bin, co-founder and vice chairman of Xiaomi, plans to cash out $2 billion (approximately 14 billion yuan) worth of Xiaomi shares starting December 2026, with a maximum of $500 million per year [3][36] - The proceeds from the share sale are intended to establish an investment fund focusing on emerging technologies and sports industries, indicating Lin Bin's confidence in Xiaomi's future [5][36] - Lin Bin currently holds 2.155 billion shares of Xiaomi, representing 8.31% of the total shares, making him the second-largest shareholder [5][37] Group 2 - Xiaomi's latest financial report shows total revenue of 113.1 billion yuan for the third quarter, marking a 22.3% year-on-year increase, with adjusted net profit soaring by 80.9% [21][56] - The revenue from Xiaomi's smart electric vehicles and AI innovation businesses reached 29 billion yuan, with over 100,000 new cars delivered in the quarter, achieving profitability for the first time [26][61] - Xiaomi's smartphone business remains a major revenue contributor, with Q3 revenue of 46 billion yuan and a global smartphone shipment of 43.3 million units, continuing a nine-quarter growth trend [26][61] Group 3 - Xiaomi's IoT and lifestyle products generated 27.6 billion yuan in revenue, reflecting a 5.6% year-on-year growth, with the AIoT platform connecting 1.04 billion devices [31][66] - The company has launched the Xiaomi 17 Ultra smartphone series, continuing its strategy to penetrate the high-end market, with prices starting at 6,999 yuan [31][68] - Xiaomi's global active user base has reached 742 million, with over 15,000 hardware partners and a developer community of 1.2 million [33][68]

Core Viewpoint - Xiaomi Group is actively engaging in stock buybacks and share purchases by its founder Lei Jun to instill confidence in the market, despite concerns surrounding co-founder Lin Bin's $2 billion share reduction plan set to begin in December 2026 [4][6][10]. Stock Performance and Market Reactions - Xiaomi's stock has seen a significant decline, losing over 500 billion HKD in market value since reaching a peak of 61.45 HKD per share in June 2025, with the stock currently trading around 38.58 HKD [5][7][9]. - Lin Bin's planned share reduction follows a history of previous cash-outs exceeding 8.5 billion HKD, raising investor concerns about the company's future [7][10]. Business Performance and Challenges - Xiaomi's smartphone business is facing challenges, with a 3.15% year-on-year revenue decline in Q3 2025, attributed to rising memory costs and a decrease in average selling price (ASP) from 1102.2 CNY to 1062.8 CNY [15][16]. - The company's IoT and consumer products segment has seen a 15.7% decline in revenue from smart appliances, impacted by competition from major appliance brands and a retreat in government subsidies [14][15]. Automotive Sector Developments - Xiaomi is expanding its automotive lineup with plans to launch three new models, including the family-oriented Xiaomi YU9 and the performance-focused YU7 GT, as it aims to capture a larger market share [20][21]. - The company is ramping up production capacity, with existing factories in Beijing and plans for additional facilities, potentially reaching a total capacity of over 400,000 vehicles [21][22]. Future Outlook - The automotive sector is expected to play a crucial role in Xiaomi's growth strategy, especially as the smartphone business faces headwinds in 2026 [24].

12月30日，小米雷军发布微博称，"12月31日晚8点，我将做一场跨年直播。前几天我在网上看过一个拆SU7视频，很多人建议拆拆YU7。这次直播，我请工 程师现场拆车，一边拆车一边聊，我们一起来场硬核跨年！" 今日，话题#雷军跨年直播拆车#，冲上热搜。 图片来源：小米汽车微博 图片来源：雷军微博 11月20日，小米汽车官方微博发文表示，小米汽车第50万辆整车正式下产线。 雷军发文表示，从第1台到50万台，仅仅用了1年零7个多月的时间。雷军还表示，我们始终认为，安全是基础，安全是前提。在确保安全和品质的基础上， 我们全力以赴加快生产。 12月25日，在小米17 Ultra发布会上，据卢伟冰披露，截至本月小米汽车累计交付量已突破50万台，2025年交付量已超35万台。不过，值得注意的是，小米 创始人雷军并未在此次发布会演讲。 卢伟冰表示，这一年小米发生翻天覆地的变化，取得一系列成就："人车家全生态"战略正式闭环，成为拥有最完整生态的科技公司；自研旗舰手机芯片玄戒 O1发布，向全球硬核科技公司迈出里程碑式的一步；小米智能家电工厂正式投产，从手机、汽车到科技家电，完成全生态智能制造布局。 卢伟冰表示，小米未来五年将在研 ...

Core Viewpoint - Xiaomi's upcoming New Year's Eve live stream on December 31 will feature a unique format, focusing on a live disassembly of the Xiaomi YU7 SUV, showcasing the company's confidence in its product quality and engaging with fans about the past year and future prospects [1][3][10]. Group 1: Live Stream Highlights - The live stream will not include traditional entertainment but will instead focus on a detailed disassembly of the YU7, responding to public demand for transparency regarding the vehicle's construction and materials [1][3]. - The YU7 has gained popularity for its strong safety features and high-quality materials, with the live disassembly serving as a demonstration of the company's commitment to quality [3][5]. Group 2: Product Features and Innovations - Previous third-party assessments of the YU7 revealed impressive specifications, such as a 74.4% aluminum alloy coverage in the front bumper for enhanced safety and the use of 2200 MPa ultra-high-strength steel in the A-pillar [5]. - The YU7's battery pack features 14 layers of protection, including a bulletproof coating, ensuring both safety and extended range [5]. Group 3: Yearly Review and Future Outlook - The live stream will reflect on significant achievements in 2025, including the successful launch of the Xiaomi 17 Ultra and the strong market performance of the Xiaomi automotive family, particularly the YU7 [7][10]. - Looking ahead to 2026, Xiaomi aims to further enhance its ecosystem, potentially introducing advanced vehicle connectivity technologies and new models to compete more effectively with brands like Apple and Huawei [10][12].

Core Insights - Xiaomi has successfully entered the ultra-high-end market with the launch of the Xiaomi 17 Ultra, achieving over 50% sales for the Leica version, priced at 7999 yuan, marking a significant step in its high-end strategy [1][7][12] Product Features - The Leica version of the Xiaomi 17 Ultra offers a unique user experience with features like a master zoom ring, Leica's instant mode for film-like quality, and a distinctive design that appeals to photography enthusiasts [3][5] - It is equipped with a 50MP 1-inch main camera and a 200MP periscope telephoto lens, achieving optical zoom without loss of quality, and has received Leica's APO optical certification [5][7] Market Positioning - Xiaomi's entry into the ultra-high-end market is notable as it challenges established brands like Apple and Huawei, which have dominated this segment for years [7][9] - The brand's rapid ascent from budget to premium pricing reflects a significant shift in market perception and consumer acceptance of Xiaomi as a high-end brand [7][9] Future Prospects - The integration of Xiaomi's smartphone and automotive ecosystems is expected to enhance brand loyalty and attract high-end users, further solidifying its position in the premium market [10][12] - The success of the Xiaomi 17 Ultra is seen as just the beginning, with expectations for a new market landscape as the automotive sector launches [12]

12月30日午间，小米创办人雷军在微博发文官宣12月31日晚8点将进行跨年直播。雷军还透露，前几天 在网上看到了拆解小米SU7的视频，不少人建议拆拆YU7，这次直播他将请工程师现场拆车，一边拆车 一边聊，一起硬核跨年。 好久没有和大家哪聊了，12月31日晚8点，我将做一场跨年直播。今年就要结束 了，这一年你有哪些难忘的瞬间? 我们一起直播聊聊谁忘的2025，再展望2026。 前几天我在网上看过一个拆SU7视频，很多人建议拆拆YU7。这次直播，我请工程 师现场拆车，一边拆车一边聊，我们一起来场硬核跨年！ 0 J星惊寂有特别的安排 09000 ( 110 责任编辑：王翔 责任编辑：王翔 12月30日午间，小米创办人雷军在微博发文官宣12月31日晚8点将进行跨年直播。雷军还透露，前几天 在网上看到了拆解小米SU7的视频，不少人建议拆拆YU7，这次直播他将请工程师现场拆车，一边拆车 一边聊，一起硬核跨年。 品店 品 = > 2小时前 来自 Xiaomi 17 Pro ...

这年头的消费观彻底反了！消费者手头宽裕时，挑手机挑花眼，安卓旗舰、折叠屏换着尝鲜，未必看得 上iPhone；可一旦钱包收紧，反而扎堆冲苹果，甚至宁愿分期也要拿下，这不是玄学，是当下手机市场 最真实的现状。 为啥会出现这种反差？核心就藏在"没钱时更怕亏"的消费心理里。有钱的时候，大家追求新鲜感，国产 旗舰的百瓦快充、一英寸大底、炫酷折叠形态，随便一个卖点都能勾起换机欲，花几千块尝鲜不心疼， iPhone的稳重反而成了"没新意"。可没钱了就不一样，每一分钱都要花在刀刃上，比起花里胡哨的功 能，大家更看重"确定性"——能不能用得久、会不会掉价快、用着省心不折腾。 而iPhone恰恰踩中了这份"务实刚需"。一部iPhone正常用四五年不卡顿，iOS系统的流畅度和长期优化， 是多数安卓机比不了的。身边不少人三年前的iPhone 14，如今刷视频、办公依旧丝滑，反观同期的安 卓旗舰，要么卡顿闪退，要么早就停更系统。没钱的时候，没人想一年一换机，比起花3000买个用两年 就卡的安卓，咬咬牙买个6000的iPhone，平摊到每年反而更划算，这是实打实的"长期性价比"。 更关键的是iPhone的保值率，堪称手机界的"硬通货"。 ...