【今日焦点】 小米集团-W(01810.HK)二季度营收1160亿元、净利润108亿元，收入及盈利均再创历史新高 小米集团-W(01810.HK)公布截至2025年6月30日止三个月及六个月业绩，2025年第二季度，集团收入及 盈利均再创历史新高。第二季度，小米集团总收入为人民币1,160亿元，同比增长30.5%。集团经调整净 利润为人民币108亿元，同比增长75.4%。 2025年第二季度，集团在中国大陆地区环比净增的小米之家数量超过1,700家，总店数超17,000家。集团 在境外地区的新零售门店数达到约200家。 【重大事项】 浙江沪杭甬(00576.HK)拟通过换股方式吸收合并镇洋发展 天岳先进(02631.HK)香港IPO发行价定为每股42.8港元 净筹19.38亿港元 柠萌影视(09857.HK)：泰语版《三十而已曼谷篇》拟8月28日起在Disney+、腾讯视频等跨国主流流媒体 全球同步播出 业务分部来看，2025年第二季度，集团的「手机×AIoT」分部收入为人民币947亿元，同比增长14.8%； 集团的「智能电动汽车及AI等创新业务」分部收入为人民币213亿元，两个分部收入均创历史新高。 集团持 ...

Group 1 - The core viewpoint of the news highlights that Xiaomi Group reported record-high revenue and profit for Q1 2025, with total revenue reaching RMB 111.3 billion, a year-on-year increase of 47.4% [1] - In terms of business segments, the revenue from the mobile and AIoT division was RMB 92.7 billion, up 22.8% year-on-year, while the revenue from the smart electric vehicle and AI innovation division was RMB 18.6 billion [1] - The adjusted net profit for the quarter was RMB 10.7 billion, marking a historical high with a year-on-year growth of 64.5% [1] Group 2 - Citic Securities predicts that macroeconomic factors, AI developments, and market structure will drive a continued reversal in the Hong Kong stock market in the second half of the year [1] - The report notes that the revenue share of Hong Kong-listed companies from the Americas has dropped to 1.8% in 2024, with a higher weight in real estate and consumer sectors, making it more attractive compared to A-shares amid domestic economic recovery [1] - The performance of Hong Kong tech giants is expected to exceed profit expectations in the second half of the year, similar to the post-ChatGPT release performance in the US stock market [1] Group 3 - Notable investment targets include the Hang Seng ETF (159920), Hang Seng Technology Index ETF (513180), and Hang Seng Consumer ETF (513230), among others [2]