Puestos
181🔹 Revenue: ¥115.96B (Est. ¥114.94B) 🟢; +30.5% YoY; UP +4.2% QoQ
🔹 Oper Profit: ¥13.44B (Est. ¥10.43B) 🟢; +128% YoY
🔹 Net Income: ¥11.90B (Est. ¥8.88B) 🟢; +134% YoY
🔹 Adj Net Profit: ¥10.83B (Est. ¥10.23B) 🟢; +75% YoY
🔹 Gross Profit: ¥26.1B; +42% YoY
🔹 Gross Margin: 22.5%; +1.8 pts YoY
Segment Results:
🔹 Smartphone × AIoT Revenue: ¥94.7B; +15% YoY
🔹 Smartphones: ¥45.5B; -2% YoY; shipments 42.4M (+0.6% YoY)
🔹 IoT & Lifestyle: ¥38.7B; +45% YoY
🔹 Internet Services: ¥9.1B; +10% YoY; margin 75%
🔹 Smart EV, AI & New Initiatives: ¥21.3B; +234% YoY
🔹 EV Deliveries: 81,302 units (+198% YoY); ASP ¥253,662 (+11% YoY)
Operational Metrics:
🔹 Global Smartphone Shipments: 42.4M; market share 14.7% (Top 3 globally, 20th straight quarter)
🔹 IoT Devices Connected: 989M (+20% YoY)
🔹 Global MAU: 731M (+8% YoY)
🔹 R&D Spend: ¥7.8B (+41% YoY)
Cash & Liquidity:
🔹 Operating Cash Flow: ¥23.5B
🔹 Cash & Cash Equivalents: ¥36.0B
Management Commentary:
🔸 “Achieved record revenue and profitability across smartphones, IoT, and EV segments.”
🔸 “Premiumization strategy driving share gains in China’s RMB4,000–6,000 smartphone range.”
🔸 “EV ramp continues—YU7 launch attracted 240,000+ locked orders within 18 hours.”
$1810 (+0,99 %) has made an impressive start with its own AI glasses. Around 50,000 units have already been sold within a few weeks of the start of sales on June 26. The price is the equivalent of around 278 US dollars, which is remarkably cheap compared to similar products from Silicon Valley. The rapid development is particularly remarkable. The glasses were developed within a year by a small team under the direct leadership of CEO Lei Jun. Xiaomi is thus remaining true to its strategy of developing key technologies itself rather than relying on acquisitions. According to IDC, the market for smart glasses is currently growing rapidly in China. In the first quarter of 2025, it increased by almost 200% to 359,000 units. IDC even expects 2.9 million sales for the year as a whole. In comparison, demand outside of China remains subdued. If Xiaomi achieves a similar expansion to smartphones with its aggressive pricing policy, this could fundamentally change the market. But what happens if Western regulators react more sensitively to data protection-relevant hardware than in China
Takeaway
Xiaomi is not just bringing a product, but a strategic signal. AI hardware is being developed cheaper, faster and more confidently and could attack Apple and Meta on their own turf
Source
DER AKTIONÄR article Xiaomi with mega launch of new AI hardware an instant success from July 30, 2025
www.deraktionaer.de
As I invest around €180 every month, I have opened a savings plan.
I'm just not sure which 2 shares I should save in.
I'm currently deciding between $DRO (+0,73 %) , $NOVO B (-0,95 %) , $1810 (+0,99 %) or $BABA (+9,52 %) .
100€ will go into a WORLD ETF, leaving me with €80.
Thank you very much for your opinion.
Chinese electric car and smartphone maker Xiaomi on Thursday priced its new YU7 electric SUV at 253,500 yuan, almost 4 percent lower than Tesla's Model Y, stepping up the challenge for the US company in the world's largest car market.
The base model of the YU7 costs 10,000 yuan less than the starting price of Tesla's Model Y in China, while the premium models YU7 Pro and YU7 Max cost 279,900 and 329,900 yuan respectively.
Xiaomi began accepting orders for all three models on Thursday night, with the number of orders reaching 200,000 within 3 minutes of the sales launch at 10 p.m. (1400 GMT)
The Model Y, which was the best-selling SUV in China in May, starts at 263,500 yuan in China.
Xiaomi said it will work with BYD, GAC Toyota and Zhengzhou Nissan to build an ecosystem that connects people, homes and cars.
The CEO and founder of Xiaomi, Lei Jun, has said he wants the YU7 to challenge the Model Y, and analysts say it has the potential to be successful. Other competitors include the 7X from Zeekr and the L6 from Li Auto.
"The YU7 will be an early test of whether Xiaomi can broaden its appeal beyond early adopters and tech enthusiasts to become a serious player in the mass-market EV segment," said Rosalie Chen, senior analyst at Third Bridge.
The YU7 has a range of up to 835 km (519 miles) per charge, compared to up to 719 km for the redesigned Model Y, which was unveiled in January.
The YU7 is Xiaomi's second car since the Beijing-based company entered the automotive sector last year with the SU7, a sporty electric sedan inspired by Porsche's design and priced below Tesla's Model 3. Since December, the SU7 has outperformed Tesla's Model 3 in China on a monthly basis.
The SU7's success is accelerating the company's EV lineup despite strong competition in the Chinese car market.
In March, Xiaomi raised its target for electric car deliveries this year to 350,000 units from an earlier forecast of 300,000.
The company has secured a plot of land in Beijing near its existing car factory for 635 million yuan ($88 million), which it plans to use for a smart connected car and component project.
Lei said in June that he expected Xiaomi's car business to become profitable in the second half of the year.
Oportunidad de compra.
La presentación del nuevo modelo de coche eléctrico YU7 da un buen empuje a la cotización de Xiaomi.
Estáis a tiempo del despegue de la acción.
Yo entré con mucha precaución y con poquito dinero hace menos de una semana, esperando esa presentación para julio, ya planteo aumentar tras ese adelanto.
How do you feel about $9988 (+8,84 %) and $1810 (+0,99 %) ?
Is it worth keeping and possibly expanding them?
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