据浪潮新闻报道，9 月 30 日，山东威海一位小米车主发视频反映自己的遭遇，要求厂商给出解 释。 车主发布的监控画面显示，事发时车子停在门口，他和一名女子在室内。车子突然启动开走后， 女子惊叫起来，他也赶紧追了出去。车主告诉记者，事发后他联系了小米汽车客服， 对方称可能 是他们误触点到了手机，导致车辆启动 。对此，车主并不认可，发布了现场的全程监控，称车子 启动时，他没有操作手机。 10 月 3 日晚间，小米公司发言人就该事件发布回应，IT之家附全文如下： 针对近日网传"小米汽车突然自己开走"相关视频，我们高度重视该事件，第一时间成立专项工 作组展开调查并和用户协同核实。双方通过用户授权的手机 App 操作日志、车辆数据等逐一核 实，得出统一结论 "车辆后台数据和 iPhone 15 Pro Max 操作日志、响应时间、车辆泊出指令 均能匹配，排除车辆质量问题。" 调查过程中征得用户同意后，我们获得了车辆后台数据授权和拥有车控权限的两部手机端操作 日志（两部手机分别是女车主的 iPhone 16 Pro 和男车主的 iPhone 15 Pro Max，对应设备型号 标识符分别为 iPhone 17,1 与 i ...

Core Viewpoint - Apple and Samsung have jointly issued a legal notice to Xiaomi, demanding the cessation of controversial marketing practices that allegedly harm their brand image [1] Group 1: Legal Actions - Apple and Samsung claim that Xiaomi's marketing strategy in India, which mocks the iPhone 16 Pro Max and Samsung's flagship models, constitutes "sneak attack marketing" [1] - The legal notice specifically addresses Xiaomi's advertising during the launch of the Xiaomi 15 series, where it directly referenced and ridiculed the camera performance of competitors [1] Group 2: Company Responses - Xiaomi has not yet responded to inquiries regarding the legal notice from Apple and Samsung [1]

Core Viewpoint - Apple and Samsung have jointly issued a legal notice to Xiaomi, accusing the company of engaging in "sneak marketing" that undermines their brand image during the launch of the Xiaomi 15 series in India [1] Group 1: Legal Action - Apple and Samsung claim that Xiaomi's advertising directly mocks the iPhone 16 Pro Max and Samsung's flagship models, particularly regarding camera performance [1] - The legal notice demands that Xiaomi cease these marketing practices that are perceived as damaging to their brands [1] Group 2: Xiaomi's Response - As of the report, Xiaomi has not provided a response to the inquiries made by Sina Technology regarding the legal notice [1]

Group 1 - The founder and CEO of Xiaomi, Lei Jun, shared a post on social media showcasing a large advertisement for the Xiaomi SU7 Ultra at Beijing Capital International Airport, indicating a push for greater visibility of the product [1][4][5] - Lei Jun questioned whether more advertising should be done for the SU7 Ultra model to increase public awareness [1][5] Group 2 - The advertisement at a major airport suggests a strategic marketing effort by Xiaomi to promote its new vehicle model [1][4] - The engagement on social media reflects the company's interest in consumer feedback regarding its advertising strategy [1][5]

Core Viewpoint - Xiaomi Group has confirmed that it has not engaged in any cooperation or contact with Wells Fargo or any related parties, and has initiated legal proceedings against those spreading false information [4][6]. Group 1 - Xiaomi Group's Public Relations General Manager Wang Hua stated that there has been no collaboration with Wells Fargo or any related entities globally [4][6]. - The company has collected evidence regarding the false claims and is pursuing legal action against the individuals responsible for spreading rumors [4][6].

Group 1 - Xiaomi CEO Lei Jun announced the company's efforts to support flood disaster relief in North China [2] - Xiaomi Charity Foundation donated 5 million yuan in cash and 350,000 yuan in emergency supplies for disaster relief [4][6] - On July 31, Lei Jun stated that Xiaomi would provide free inspections and repairs for users affected by the recent heavy rainfall [9]

Core Viewpoint - Xiaomi's CEO Lei Jun announced the company's support for flood disaster relief efforts in North China, highlighting the company's commitment to social responsibility through financial and material donations [5][8]. Group 1: Donations and Support - Xiaomi Charity Foundation donated 5 million yuan in cash and 350,000 yuan worth of emergency supplies to aid flood relief efforts in North China [7][8]. - The cash donations were allocated to various foundations, including the Aide Foundation and Beijing Pinglan Charity Foundation, to support transitional housing and post-disaster reconstruction [8]. - Emergency supplies included power banks, walkie-talkies, and flashlights, aimed at providing immediate assistance to affected areas [8]. Group 2: Additional Services - On July 31, Lei Jun announced that Xiaomi would offer free inspections and repair services for users in the flood-affected regions [9].

Core Viewpoint - Nvidia's CEO Jensen Huang emphasizes the importance of the Chinese market and expresses a commitment to continued collaboration with China during his visit to Beijing [2]. Group 1: Jensen Huang's Visit and Activities - Jensen Huang was photographed with Xiaomi's CEO Lei Jun in Beijing, highlighting their ongoing relationship and collaboration [1]. - Huang's visit coincides with the 3rd China International Supply Chain Promotion Expo, where Nvidia will showcase its new products and reaffirm its long-term commitment to the Chinese market [1][2]. - This marks Huang's third visit to China this year, indicating a strong focus on the Chinese market [1]. Group 2: Nvidia's Market Performance - Nvidia recently achieved a market capitalization of over $4 trillion, becoming the first company to reach this milestone [3]. - The company's stock price has increased by 22% this year, resulting in an estimated valuation increase of approximately $700 billion [3].

Core Viewpoint - Nvidia's CEO Jensen Huang is making his third visit to China this year, indicating the company's commitment to the Chinese market amidst geopolitical tensions and U.S. export controls [5][8]. Group 1: CEO's Visit and Meetings - Huang was photographed with Xiaomi's CEO Lei Jun in Beijing, suggesting a close relationship and potential business discussions [1][5]. - The visit includes participation in the China International Supply Chain Promotion Expo on July 16, where Huang is expected to reaffirm Nvidia's commitment to China [5][8]. - Huang's previous visits in January and April 2023 highlight Nvidia's ongoing efforts to maintain its presence in the Chinese market [8]. Group 2: New AI Chip Development - Nvidia plans to launch a new AI chip designed specifically for China, expected to be introduced as early as September 2023 [5][6]. - This new chip will be a modified version of the existing Blackwell RTX Pro 6000 processor, omitting advanced technologies to comply with U.S. export regulations [6][8]. Group 3: Historical Context and Relationship - Huang and Lei have a history of collaboration, dating back to the launch of the Xiaomi 3 smartphone in 2013, where Huang promoted Nvidia's chips [10]. - The relationship between the two CEOs has been characterized by mutual respect and shared interests in technology and innovation [10][12].

Investment Rating - The report assigns an "Overweight" rating to Xiaomi Corp with a price target raised to HK$62.00, indicating a potential upside of 22% from the current share price of HK$50.80 [7]. Core Insights - The launch of the SU7 Ultra marks the beginning of Xiaomi's luxury car journey, with expectations for significant growth in its EV segment, particularly with the upcoming YU7 model [3][4]. - Xiaomi's revenue is projected to exceed Rmb1 trillion by 2030, driven by its dual growth engines: the EV and Smartphone+AIoT+Internet divisions, with net profit expected to surpass Rmb100 billion [2][9]. - The report highlights Xiaomi's strong market position in the AIoT and smartphone sectors, with anticipated revenue growth from innovative product launches and improved product mix [5][11]. Summary by Sections Price Target and Market Outlook - The price target for Xiaomi has been increased from HK$45.00 to HK$62.00, reflecting confidence in the company's growth trajectory [1]. - The analysis suggests that Xiaomi's share price could exceed HK$100 before 2030, supported by robust revenue and profit growth [2][9]. EV Business Development - The SU7 Ultra's launch is seen as a pivotal moment for Xiaomi, enhancing its brand equity and market share in the luxury segment [3][31]. - The report raises volume forecasts for EV sales to 370,000 units in 2025 and 750,000 units in 2026, with an increase in average selling price (ASP) from Rmb245,000 to Rmb250,000 in 2025 [60][53]. - Cumulative EV gross profit estimates for 2024-2026 have been revised upwards from Rmb48.1 billion to Rmb67.6 billion [57]. AIoT and Smartphone Growth - The AIoT division is expected to see solid growth in 2025, driven by innovative product launches and a diversified product mix [64]. - Xiaomi's smartphone segment is experiencing positive momentum, with higher ASPs contributing to margin recovery and improved brand image [77][84]. - The report notes that Xiaomi's market share in China has improved from No. 5 in 2023 to No. 3 in 2024, with continued gains expected in both domestic and international markets [84].