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小米首次上架现车,最高减2.2万元!雷军回应准新车开售
Nan Fang Du Shi Bao· 2025-12-12 12:33
12月12日,小米汽车微博官方账号发布消息称,上午11点小米汽车"现车选购"新增准新车上架开售。消费者可在小米汽车APP选购。现车包含全新现车、官 方展车、准新车,已通过严格质检,可享快速提车、完整原厂质保和售后,部分车型可享优惠。面向所有用户开放,已锁单未交付的用户也可改配。 随着小米二期工厂实现稳定生产,产能增速显著,小米汽车开始从需要长期等待转向"现车选购"。12月2日,小米汽车方面表示,自2024年4月3日起,累计 交付量已超50万台;2025年的交付量超过年初设定的全年目标——35万台。 这也是小米公司首次向市场投放现车。12月1日,雷军曾预告称,小米汽车APP现车选购的功能即将开启,12月26日24点前锁单,预计年底前可提车。 据了解,现车包含全新现车、官方展车、准新车三种车型。其中全新现车均为原厂新车,车辆可能存在一定库龄,来源为官方识别并处理的异常订单,以及 部分用户因不可抗力无法提车的车辆;官方展车即小米汽车官方门店的静态展车(非试驾车)部分车辆可能在展陈期间产生轻微磨损,已对车辆外观、内饰等 进行了清洗整备,具体以车况确认书为准;准新车系曾因运输等原因产生维修项的原厂新车,并已完成官方修复 ...
北水动向|北水成交净买入42.86亿 北水抢筹小米(01810)近16亿港元 抛售阿里巴巴(09988)超34亿
智通财经网· 2025-11-12 09:59
Core Viewpoint - The Hong Kong stock market experienced significant net inflows from northbound trading, with a total net buy of HKD 42.86 billion on November 12, 2023, indicating strong investor interest in certain stocks while others faced notable sell-offs [1]. Group 1: Net Buying and Selling Activities - The top net bought stocks included Xiaomi Group-W (01810), Xpeng Motors-W (09868), and Pop Mart (09992) [1]. - The stocks with the highest net selling included Alibaba-W (09988), Hua Hong Semiconductor (01347), and SMIC (00981) [1]. - Xiaomi Group-W saw a net buy of HKD 15.91 billion, attributed to positive reports on its manufacturing capabilities [4]. - Xpeng Motors-W received a net buy of HKD 7.17 billion, with an upgraded target price reflecting growth potential from new product launches [5]. - Pop Mart (09992) had a net buy of HKD 6.3 billion, supported by optimistic growth forecasts from analysts [5]. Group 2: Individual Stock Performance - Alibaba-W faced a net sell of HKD 34.33 billion, with concerns over its advertising and investment returns amid rising CAPEX [7]. - SMIC and Hua Hong Semiconductor experienced net sells of HKD 4.27 billion and HKD 9.84 billion, respectively, with analysts adjusting their ratings based on profit forecasts [7]. - China Life (02628) and Tencent (00700) recorded net buys of HKD 3.03 billion and HKD 1.57 billion, respectively, indicating continued investor confidence in these companies [7]. Group 3: Market Context and Analyst Insights - Analysts from Goldman Sachs and Morgan Stanley provided positive outlooks for Xiaomi and Xpeng, respectively, highlighting their operational improvements and growth strategies [4][5]. - The geopolitical situation in South America and OPEC+ decisions are influencing oil prices, which may impact companies like CNOOC (00883) that saw a net buy of HKD 4.11 billion [5]. - The solar industry remains under scrutiny, with recent statements from industry associations aiming to dispel negative rumors affecting companies like GCL-Poly Energy (03800) [6].