I have made my first purchase of a Chinese share. I cover emerging markets via the $EXCH (+0,76%) portfolio. I wanted to include China in the portfolio via individual stocks with a maximum country weighting of 3%. What other stocks from China do you find interesting?
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185I need your heads...
I am currently of the opinion that I am in a good position with my investments for the current status. (approx. 1 year of investing)
Now to the individual stocks! 🧐
My main ETF $IWRD (+0,48%) :
Currently, the iShares MSCI World is my biggest stock - but also my biggest problem (at least in my opinion). It's currently too much of a cluster risk for me, as I'm invested in North America with around 55%. 😣
My second ETF $XMME (+0,29%) :
I try to minimize this cluster risk with this ETF. 70/30 strategy... 😛
The China giant $1810 (-0,61%) :
As I really like the current status of the company, I am following developments with interest and the purchase price was very attractive for my financial means, I bought it. With satisfaction. Of course, I also did it to further minimize the cluster risk. So... hopefully I'll be able to sell at a profit at some point! 😇
A bigger gamble $TTWO (+1,27%) :
Well... what can you say... GTA 6 will probably blow everyone away. Of course, I'm aware it's only a small percentage, so either pay the lesson or get lucky. ☘️
My first solid stock with dividend prospects $KO (+0,81%) :
Everyone knows it, everyone has bought it. There's nothing to say about CocaCola. 🥤
My second solid div. stock $SHEL (+1,68%) :
I was able to get in cheap, the company is huge and stable. ⛽️
The bank share $DBK (+0,91%) :
I'm with DB, extremely happy with it and was able to strike it cheap at the time. So far it's done quite well and there are always a few dividends! 💰
And finally... the more or less ugly duckling $SLI (+6,33%) :
The little gamble that turned into my first doubling. One can only hope. Stability is not exactly the hobbyhorse. 🦆
And now for my future thoughts!
I am currently interested in $DTE (-0,22%) (approx. worth €300-400) and letting them run with a savings plan. On the one hand, of course, to further balance out the cluster risk and on the other hand, to somewhat delimit the Asian theme.
My next consideration is $CL (-0,09%) as it currently has an interesting entry price.
The comeback of CATL's 8-series batteries signals an effort to regain supremacy in ternary cells.
Contemporary Amperex Technology $3750 (-0,59%) is reportedly preparing to launch a new 8-series of high-nickel batteries on the market in 2026. The batteries are to be installed in range-extending vehicles from leading electric vehicle manufacturers.
The high-nickel 8-series battery is a type of ternary lithium battery. Its cathode materials contain around 80% nickel, with the remainder made up of cobalt and manganese, which gives the battery its name.
》This chemistry was once in the spotlight《
A few years ago, dozens of models from more than ten brands, including Aion $AION (+75,01%), Nio $9866 (-3,31%) and Xpeng $9868 (-4,83%)were powered by 8-series batteries. However, the technology was still at an early stage, verification was incomplete and thermal management solutions were underdeveloped. Reports of thermal runaway effects were commonplace.
For a while, the industry treated the "8-series" label with caution. However, CATL insisted on not abandoning the development, arguing that abandoning 8-Series batteries would mean abandoning the premium market.
》Batteries with a high nickel content offer higher energy density and lower weight, but thermal stability and costs remain obstacles《
The trend towards larger batteries in plug-in hybrid cars, including range-extending models, has created an opportunity for the return of this technology.
Some of the extended-range models launched this year already have batteries with a capacity of over 60 kilowatt hours. According to 36Kr, plug-in hybrid vehicles, including those with extended range, will have batteries with a capacity of almost 80 kWh by next year.
Preliminary research by 36Kr suggests that at least four models with a capacity of around 80 kWh are already in the pipeline. These include the upcoming D-Series from Leapmotor $9863 and Xiaomi's range-extending model planned for next year $1810 (-0,61%).
While not all of these vehicles will be equipped with CATL's 8-series batteries, the race for larger batteries and longer range in pure electric mode creates a clear opportunity for high-nickel chemicals.
Compared to lithium iron phosphate (LFP) batteries, 8-series batteries offer higher energy density per unit mass and better overall performance. This allows vehicles with smaller batteries to achieve greater range, reducing overall weight while maintaining performance.
According to an industry insider, initial assessments indicate that the performance increase over mid-nickel batteries in terms of energy density at the system level is not dramatic.
Nevertheless, it is worth testing this technology for platforms that have already reached the limits of their technical capabilities.
》Cars are being equipped with larger batteries《
In recent years, the quest for greater all-electric range has led car manufacturers to install larger batteries in plug-in hybrid and range extender models.
Some of the vehicles launched on the market this year already have batteries with a rated output of over 60 kWh.
For example, the range-extended LS6 version from IM Motors is equipped with CATL's "Super Xiaoyao Max" battery, which delivers 66 kWh and offers a CLTC-certified range of more than 450 kilometers, outperforming some all-electric models.
》CLTC stands for "China Light-Duty Vehicle Test Cycle" and refers to a standard introduced by the Chinese government to measure energy consumption, range and emissions《
Another example is the S800 "Xinghui Executive" edition from Maextro, which is equipped with a Qilin battery from CATL and achieves a CLTC range of 400 km.
Almost half of all range-extended vehicles currently on the market offer a purely electric range of more than 200 km.
This trend will become even stronger next year.
Leapmotor's D platform will support 80 kWh batteries for several vehicles, including the D19 SUV and an MPV. Both are expected to achieve an all-electric range of 500 km.
Xiaomi's upcoming range-extended vehicle will also use a battery with a capacity of almost 80 kWh, while Great Wall Motor has confirmed plans for a plug-in hybrid model with an 80 kWh battery and a pure electric range of more than 400 km.

In addition, a range of 400 kilometers with an 80 kWh battery is a poor value with lousy efficiency. This means 20 kWh/100 km. Modern electric vehicles achieve more efficient values of approx. 25% below the values mentioned.
Battery manufacturers' technology will change significantly in the next 5-10 years. Rare earths will no longer be needed and the energy density per kilo will multiply.
Ranges of around 1000 kilometers, equal to diesel, will become feasible without increasing the size of the battery compared to today's batteries.
What you can pack into a smartphone for around €700 😁 (most expensive model)
$1810 (-0,61%)
$AAPL (+0,23%)
$005930
$1810 (-0,61%)
Xiaomi has launched its new flagship smartphone series on the market.
The company is skipping a generation and naming the series Xiaomi 17 instead of Xiaomi 16, as expected.
The standard model, the Xiaomi 17, offers significant hardware improvements.
These include a 1G+6P hybrid lens for the rear main camera and a front camera that has been upgraded from 32 MP to 50 MP.
The battery capacity has been significantly increased from 5,400 mAh to 7,000 mAh, with the proportion of silicon anode increasing from 10% to 16%. The display has also been optimized with improved red brightness.
The Xiaomi 17 Pro also has a second display on the back.
This enables the customization of content, serves as a viewfinder for self-portraits and can transform the smartphone into a retro handheld game console in combination with a special case from Xiaomi.
The rear main camera integrates LOFIC HDR technology, which enables improved detail capture in different lighting conditions.
As a new addition to the product line, Xiaomi introduced the 17 Pro Max model. In addition to the features of the Pro model, it offers an improved OLED display with a new RGB arrangement, a larger sensor for the telephoto zoom camera and an even larger battery with 7,500 mAh.
The entry-level price for the Xiaomi 17 is 4,499 yuan, which is the same as the launch price of the Xiaomi 15.
The 17 Pro starts at 4,999 yuan, which is 300 to 500 yuan below the launch price of the Xiaomi 15 Pro, but similar to its current reduced price.
The new 17 Pro Max is available from 5,999 yuan.
With the introduction of the premium Pro Max model, the average selling price (ASP) of the 17 series is around 4% higher than last year's series.
Xiaomi share analysis
hey getquin 👋
I want to do an internship in equity research in the medium term and have therefore written a small #research story on Xiaomi $1810 (-0,61%) as a test. The slides here are pure public info (HKEX/Company filings, Yahoo Finance, Counterpoint) modeling or DCF I have built myself in the background and deliberately kept rather conservative, but is not visible in the pictures.
Disclaimer: not a professional, no investment advice. Please do not rely on my figures - assumptions may change; sources are public and may differ.
I am happy about feedback:
- Does the structure seem coherent?
- Does the storyline fit (headline, driver, peer check)?
- Readability/design of the slides (density, charts, highlighting)?
- Does it give the overall impression of a compact research note?
Thank you
derebete
PS: I have blacked out some personal information
Whoever reads this has read it, thank you XD




My portfolio
Hey guys,
I thought I'd show you my little portfolio.
I started in 2024 with rather small savings rates, then increased them a bit in 2025. This year, after a few purchases, I built up an overnight money buffer again.
My plan is actually quite straightforward: invest in an ETF for the long term and hope that I don't end up in poverty in 30 years' time 😅. I would also like to add 2-3 individual stocks like $ALV (-0,25%)
$DTE (-0,22%)
$1810 (-0,61%) gradually add to them.
I also have a "gambling portfolio" where I tried out a lot in 2024 - buying/selling here and there simply to gain a bit of experience.
Otherwise, everything is pretty simple and designed for the long term ✌️
Xiaomi Q2'25 Earnings Highlights
🔹 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.”
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