队友不按套路出牌，雷军估计也摸不着头脑。 出品 | 电商头条 作者 | 高飞 没想到，雷军背后的男人林斌突然出手了，计划套现20亿美元小米股票。 消息一出，市场哗然。在一个月前，雷军刚刚增持1亿港元小米股票为公司站台，转眼间大股东林斌就宣布要大减持，这前后反差让不少人看得云里雾 里。 小米还在加速奔跑，公司关键人物林斌为什么选择在此时套现？是不看好未来的发展，还是在憋一个大招。 雷军背后的男人林斌 套现20亿美元小米股票 又到年底了，雷军背后的男人林斌，直接套现了20亿美元（约140亿元）小米股票。 小米集团在港交所发布公告称，公司联合创始人、执行董事、副董事长林斌计划自2026年12月开始，每12个月出售金额不超过5亿美元的公司B类普通 股，累计出售总金额不超过20亿美元。 公告强调，减持计划所得款项主要用于成立投资基金公司。林斌表示对小米集团业务前景充满信心并将长期服务于小米集团。 接近小米集团的人士透露，林斌是想成立一个投资基金，对新兴科技、体育等产业进行投资，所以拟减持一些小米股份。 根据小米2025年中期报告披露， 林斌通过Apex Star LLC持有小米21.55亿股普通股，占总股本8.31%， ...

Group 1 - The index focuses on smart electric vehicles, which are expected to become a representative direction for embodied intelligence, covering various segments of the industry chain including power systems, perception systems, decision systems, execution systems, communication systems, and vehicle production [2] Group 2 - The index tracks AI hardware, which is currently a major category of smart terminal products, consisting of stocks from companies involved in component production, complete machine brand design, and production related to consumer electronics [4] Group 3 - The IoT ETF tracks the China Securities IoT Theme Index, indicating a focus on the Internet of Things sector [6]

Group 1 - The index focuses on the smart electric vehicle sector, which is expected to become a representative direction for embodied intelligence, covering various industry chain links such as power systems, perception systems, decision systems, execution systems, communication systems, and vehicle production [2] Group 2 - The consumption electronics ETF, managed by E Fund, tracks the CSI Consumption Electronics Theme Index, which focuses on AI hardware as a major category of smart terminal products, including companies involved in component production and complete machine brand design and manufacturing [4] - As of the midday close, the CSI Consumption Electronics Theme Index increased by 1.4% [4]

消息面上，12月28日晚间，小米集团在港交所发布公告称，公司联合创始人、执行董事、副董事长林斌计划自2026年12月开 始，每12个月出售金额不超过5亿美元的公司B类普通股，累计出售总金额不超过20亿美元（约合人民币140亿元）。 公告强调，减持计划所得款项主要用于成立投资基金公司。林斌表示对小米集团业务前景充满信心并将长期服务于小米集团。 林斌被外界普遍视为小米集团的"二号人物"。他于2010年与雷军共同创办小米，并长期担任公司总裁直至2019年，后出任副董 事长。在加入小米前，林斌曾在美国微软和谷歌公司担任工程总监等职务。 根据小米2025年中期报告披露，林斌通过其控股实体合计持有小米约18.35亿股B类股份，占公司已发行股本约8.56%，按最新市 值计算，其持股价值超100亿美元。值得注意的是，这并非林斌首次减持小米股份，此前他已累计套现超85亿港元。 回溯历史减持记录，2019年8月，林斌曾连续减持4131.34万股，套现约3.7亿港元。小米集团随后公告称收到林斌承诺函，承诺 365日内不再减持。2020年9月，林斌通过大宗交易出售3.5亿股，套现约79.97亿港元，并承诺未来五年不再卖出剩余持股。然 ...

Group 1 - Xiaomi's co-founder and vice chairman, Lin Bin, plans to sell up to $5 billion of Class B shares annually starting December 2026, with a total cap of $20 billion [1] - The proceeds from Lin's share sales will primarily fund the establishment of an investment fund focusing on emerging technologies and sports [1] - Lin Bin has a history of share reductions, including a significant sale in 2020 that raised nearly 8 billion HKD, which previously caused a notable drop in Xiaomi's stock price [1] Group 2 - Xiaomi's stock price has recently experienced a downward trend, currently at 39.64 HKD per share, representing a market capitalization of approximately 1 trillion HKD, down over 30% from its peak in September [2] - Despite the recent decline, Xiaomi's stock has seen a year-to-date increase of nearly 15% due to strong performance earlier in the year [2] - For the first three quarters, Xiaomi reported a revenue of 340.37 billion CNY, a year-on-year increase of 32.5%, and an adjusted net profit of 32.82 billion CNY, up 73.5% [2] - In Q3 alone, Xiaomi achieved a revenue of 113.12 billion CNY, a 22.28% increase year-on-year, with an adjusted net profit reaching a record high of 11.31 billion CNY, up 80.92% [2] - The company's new business segments, including smart electric vehicles and AI, turned profitable in Q3, generating an operating income of 700 million CNY and revenue of 29 billion CNY, a growth of over 199% [2] - However, Xiaomi faces challenges, with Q3 global smartphone shipments at 43.3 million units, a slight increase of 0.5%, but revenue from this segment fell by 3.1% to 45.97 billion CNY [2] - The average selling price (ASP) of smartphones decreased from 1102.2 CNY to 1062.8 CNY year-on-year, impacting overall performance [2]

Core Viewpoint - Xiaomi Group's co-founder Lin Bin plans to sell up to $5 billion of Class B shares annually starting December 2026, with a total cap of $20 billion (approximately 140 billion RMB) [2][4]. Group 1: Shareholding and Selling Plan - Lin Bin's share sale proceeds will primarily fund the establishment of an investment fund company, indicating his confidence in Xiaomi's business prospects [4]. - Lin Bin holds approximately 1.835 billion Class B shares, representing about 8.56% of the company's issued share capital, valued at over $10 billion based on the latest market capitalization [5]. - In June of the previous year, Lin Bin sold 10 million shares for approximately 1.79 million HKD, with the proceeds allocated for charitable purposes, including a 100 million RMB donation to his alma mater, Sun Yat-sen University [5]. Group 2: Stock Performance - Since late September, Xiaomi's stock price has been on a downward trend, closing at 39.22 HKD per share on December 24, reflecting a cumulative decline of over 36% from its June peak of 61.45 HKD [6]. Group 3: Financial Performance - In Q3, Xiaomi reported revenue of 113.1 billion RMB, a year-on-year increase of 22.3%, marking the fourth consecutive quarter of revenue exceeding 100 billion RMB [8]. - The adjusted net profit for Q3 was 11.3 billion RMB, up 80.9% year-on-year, with total revenue for the first three quarters reaching 340.4 billion RMB, nearing last year's total [8]. - The smartphone segment generated 46 billion RMB in Q3, maintaining a top-three global position with 43.3 million units shipped, marking nine consecutive quarters of year-on-year growth [8]. - The innovative business segment, including smart electric vehicles and AI, contributed 29 billion RMB in Q3, with a year-on-year growth exceeding 199%, and achieved a positive operating profit of 700 million RMB for the first time [8]. - The IoT and lifestyle products segment generated 27.6 billion RMB in Q3, reflecting a year-on-year increase of 5.6%, with over 1 billion connected IoT devices on the platform [8].

聚焦的智能电动汽车有望成为具身智能落地的代表性方向之一, 覆盖动力系统、感知系统、决策系统、执行系统、通讯系统、整 车生产等产业链环节。 机器人板块本周领涨，指数层面，国证机器人产业指数上涨5.8%，中证消费电子主题指数上涨5.5%，中证智能电动汽车指 数上涨4.4%，中证物联网主题指数上涨4.2%。相关ETF中，机器人ETF易方达（159530）本周前四个交易日连续"吸金"， 合计约5亿元，今日再获近2亿份净申购。 消息面上，优必选近日宣布以"协议转让+要约收购"的方式收购上市公司锋龙股份43%的股权。锋龙股份拥有精密制造能 力、成熟的供应链体系与较广泛的下游客户基础，主营发动机、液压控制系统及汽车零部件的研发与制造。 有分析指出，优必选收购零部件厂商，或进一步为国产人形机器人商业化落地筑牢制造根基。优必选通过本次收购，或有 望实现技术端与制造端的深度整合，印证了行业从技术验证向商业化落地的关键跨越，强化了市场对产业链未来盈利兑现 的信心。 聚焦机器人产业,包括机器人本体、核心零部件等环节,其中 人形机器人"含量"高、占比近80%。 中证智能电动汽车指数 S ni 中证消费电子主题指数 聚焦的AI硬件是目前 ...

| 关公司股票组成。 | -1.1% | 58.2倍 | 95.5% | | --- | --- | --- | --- | | 物联网ETF易方达 | | | 159895 | | 跟踪中证物联网主题指数 | | | - . . . ///////// | | 该指数聚焦的物联网是智能 终端实现万物互联的重要基 础,由业务涉及信息采集、 | 截至午间收盘 该指数涨跌 | 该指数 滚动市盈率 | 该指数自2015年 发布以来估值分位 | | 信息传输、物联网应用领域 的公司股票组成。 | -0.7% | 32.9倍 | 49.4% | 截至午间收盘，国证机器人产业指数下跌0.9%，中证智能电动汽车指数上涨0.9%，中证消费电子主题指数下跌1.1%，中证物联网主题指数 下跌0.7%，相关ETF中，机器人ETF易方达（159530）半日净申购超1.4亿份，此前已连续4个交易日"吸金"，合计5亿元。 每日经济新闻 ...

截至午间收盘，国证机器人产业指数上涨2.6%，中证消费电子主题指数下跌0.1%，中证物联网主题指数下跌0.2%，中证智能电动汽车指数下跌0.5%。相关 ETF中，机器人ETF易方达（159530）成交较近日大幅放量，半日成交额达5亿元。Wind数据显示，该ETF最新规模达128亿元，居同标的ETF第一，具备充 足流动性。 | 该指数聚焦的物联网是智能 | 截至午间收盘 | 该指数 | 该指数自201 | | --- | --- | --- | --- | | 终端实现万物互联的重要基 | 该指数涨跌 | 滚动市盈率 | 发布以来估值 | | 础,由业务涉及信息采集、 | | | | | 信息传输、物联网应用领域 | -0.2% | 32.7倍 | 48.3% | | 的公司股票组成。 | | | | | 截至午间收盘 | 该指数 该指数自202 | | --- | --- | | 该指数涨跌 | 滚动市盈率 发布以来估值: | | -0.1% | 57.9倍 95.4% | | 截至午间收盘 | 该指数 | 该指数自201 | | --- | --- | --- | | 该指数涨跌 | 滚动市盈率 | 以来估 ...

2025年，鸿蒙智行可谓"火力全开"。 单月交付量突破8万辆，以新势力最快速度实现43个月累计交付超百万辆，成功跻身"百万俱乐部"。在高端市场，问界M9多月蝉联50万元以上 车型交付冠军，尊界S800连续三个月获得70万元以上豪华轿车销量冠军。随着尚界亮相，"五界"产品矩阵全面成型，实现了系统性的突破。 12月9日，在近五小时的鸿蒙智行年度直播中，赛力斯（601127）、北汽、奇瑞、江淮和上汽的五位掌舵人首次同台，与华为常务董事、产品 投资委员会主任、终端BG董事长余承东共同坐论产业未来。 直播中，"鸿蒙智行，在一起"一句被各方反复提及。在余承东看来，这不仅意味着"五界"各展所长、共创高端体验，同时也代表着鸿蒙智行与 整个产业的共同成长。"我们通过打造五个标杆样板，合力推动中国智能电动汽车产业升级。" 随着2026年多款新车规划浮出水面，鸿蒙智行正以华为"全流程主导"的独特模式、共同定义的新豪华标准，以及共建共享的生态体系，引领中 国汽车产业走向一条高端突破的进化之路。 "华为不造车，但造车离不开华为" 2025年，中国新能源汽车渗透率突破50%大关，随着产业转型进入深水区。传统车企的焦虑不再是"要不要转"， ...