SU7锁单量超7.5W!小米你有上车吗?

雷军发微博称:截止4月20日,小米SU7锁单量超过了7万辆,小米SU7标准版、Max提前到4月18日开始交付。【你看好小米SU7销量破交付目标的10万辆吗?当前股价涨超3%的小米你会加仓吗?】

China's Exports In April Exceeded Expectations, With Strong Demand For Automobiles And Technology Products

[For Hong Kong Investors Only] China's exports in April recorded a year-on-year growth of +1.5% (in US dollars), surpassing market expectations. In terms of export categories, the exports of automobiles and technology-related products remained strong, while the export growth of consumer electronics products accelerated, highlighting China's transformation towards exporting high-value-added goods. The Global X China Global Leaders (3050) invests in leading Chinese export companies, helping investors seize the investment opportunities arising from China's transition from "Made in China" to "Innovated in China". Source: Goldman Sachs, China Customs, Bloomberg, as of May 10, 2024. 💡 Learn more about the Global X China Global Leaders ETF (3050) $GX中国全球领导(030
China's Exports In April Exceeded Expectations, With Strong Demand For Automobiles And Technology Products

[Chinese Robotics] Domestic Manufacturers Achieve Record-Breaking Market Share In 2024, Optimistic Outlook For Industrial Robots.

[For Hong Kong Investors Only] In 2024 Q1, domestic manufacturers in China achieved a record-breaking market share of 48.8%. Companies like Estun and Inovance made it to the top 4 for the first time. This growth was driven by strong demand in industries such as home appliances, 3C, and automotive electronics. Despite sluggish demand in areas like lithium batteries and photovoltaics (solar energy), the overall outlook for industrial robotics in China remains optimistic. Market Intelligence Resource (MIR) predicts a stable growth rate of 4.2% in 2024, with even stronger momentum in the following years. This trend highlights the irreversible achievements made by domestic manufacturers and the shift towards import substitution. Exciting times lie ahead for the Chinese robotics industry! 🤖🚀 #Ro
[Chinese Robotics] Domestic Manufacturers Achieve Record-Breaking Market Share In 2024, Optimistic Outlook For Industrial Robots.

CATL Unveils LFP Battery That Achieves A Range Above 1,000 Kilometers With 4C Superfast Charging

[For Hong Kong Investors Only] On April 25th, Contemporary Amperex Technology (CATL) announced the launch of the Shenxing PLUS battery at the Beijing Auto Show. This battery offers an ultra-long range of up to 1000 kilometers, equivalent to driving from Beijing to Nanjing without the need for a mid-way recharge. Additionally, the Shenxing PLUS battery features supercharging capabilities, allowing a 10-minute charge to provide a range of 600 kilometers, enabling users to achieve the "1-second, 1-kilometer" concept in reality. *Source: Contemporary Amperex Technology (CATL), as of April 25, 2024. 💡 Learn about Global X China Electric Vehicle and Battery ETF (2845) $GX中国电车(02845)$ and risk disclosure: https://www.globalxetfs.com.hk/zh-hant/funds/china-
CATL Unveils LFP Battery That Achieves A Range Above 1,000 Kilometers With 4C Superfast Charging

BYD's First-Quarter Profit Meets Expectations, With Strengthening Profitability

[For Hong Kong Investors Only] On April 29th, BYD released 1Q24 financial results, recording a net profit of 4.57 billion Chinese yuan, in line with market expectations. Of particular note is its NEV gross profit margin of 28%, which increased by 7ppts year-on-year and 3ppts quarter-on-quarter, highlighting its strong cost control capabilities amid intensified industry price competition. With the support of the car trade-in policy and the stimulus of new model launches, BYD's car sales volume and profit are expected to continue to grow in the second quarter. Source: BYD, Citi, as of April 29, 2024. 💡 Learn about Global X China Electric Vehicle and Battery ETF (2845) $GX中国电车(02845)$ and risk disclosure: https://www.globalxetfs.com.hk/zh-hant/funds/ch
BYD's First-Quarter Profit Meets Expectations, With Strengthening Profitability

“Car Trade-in Subsidy” to Support EV Sales Growth by 2024

 [For Hong Kong Investors Only] On April 26, the Ministry of Commerce (MoC), the Ministry of Finance (MOF), and five other departments jointly issued the “'Implementation Rules for Car Trade-in Subsidy”*. It is proposed that by the end of 2024, those old vehicles that meet the requirements can be scrapped and a one-time subsidy of RMB 7,000 (for standardized fuel-fired passenger vehicles) or RMB 10,000 (for new energy passenger vehicles) can be granted for the purchase of a new vehicle. The subsidy amount and scope of the policy exceeded previous market expectations and is expected to stimulate consumer demand for vehicles, and new energy vehicle brands and related industry chain companies will continue to benefit. *Source: Xinhua, as of April 26, 2024. 💡 Learn about Global X China El
“Car Trade-in Subsidy” to Support EV Sales Growth by 2024
这股票,大家都涨的时候,他涨一点,大家都掉的时候,也不少掉
Replying to @Ryan.Z:他没有一辆车参加车展,却成了“最热车模”[得意]//@Ryan.Z:“红衣”教主随性,自信,给他打Call
雷爸爸雄起
Replying to @夜流沙:也是个思路//@夜流沙:感觉是看得人多买的人少啊,不过小米人气是真高,而且现在买燃油车的真的是少数了,如果汽车行业也能像手机一样年年焕新,估计车企就不愁销量了吧[贱笑]
Replying to @AliceSam:哈哈应该现场很热闹//@AliceSam:有朋友去参加了北京国际汽车展览会吗?看样子好热闹啊。小米SU7还是不错的,只要产能跟上了,那必然是看好这个的 
Replying to @老郭头2020:雷军粉丝应该也不少//@老郭头2020:估计现场大部分都是托

测评SU7已成大趋势?

SU7测评,笑死人了,现在都在拿着放大镜看小米su7[开心]
测评SU7已成大趋势?
感觉是看得人多买的人少啊,不过小米人气是真高,而且现在买燃油车的真的是少数了,如果汽车行业也能像手机一样年年焕新,估计车企就不愁销量了吧[贱笑]

一图回顾 小米汽车北京车展发布会

截至4月25日, $小米集团-W(01810)$ $小米集团ADR(XIACY)$ 小米SU7锁单量达75723台!上市28天,交付5781台,今年计划交付100000台;女性购买者占比28%,预估女性车主占比40-50%;城市NOA计划5月开10城,5月初上线首期OTA。
一图回顾 小米汽车北京车展发布会

“蔚小理米华”齐聚北京车展!SU7 is ok?

时隔四年,万众瞩目的北京国际汽车展览会正式开幕!极氪MIX、新款蔚来ET7、理想L6、小米SU7(人潮涌动,建议错峰参观)、保时捷MacanEV… 全球首发车117台,新能源车型278个,概念车型41个,各大车企大显身手,看谁能够卷过谁!([暗中观察]据说券商,基金公司,私募等去的人相当多,热情比汽车领域的相关媒体都高)“超级流量体”雷总亲临展台,将小米汽车排位拉满,堪比粉丝见面会。不过“求贤”?这是要顺便收简历嘛👍图源网络亲爱的小虎们,2024北京车展,你更喜欢哪款车型?锁单超7.5W的小米SU7,股价能翻红吗?评论区留言,共同瓜分虎币🎁🎁
“蔚小理米华”齐聚北京车展!SU7 is ok?
大盘增加几百亿营收,增加一些想象力。我感觉至少可以等比增加点市值。

长城汽车的海外潜力被低估了

长城汽车的一季报相当不错,海外业务的潜力还被低估了。 一季度,公司的海外销量占比环比+5pc­ts至33.7%、坦克销量占比环比+2pc­ts至17.9%;毛利率20%,环比+1.5pc­ts,单车毛利达历史单季新高3.12万元。 海外是蓝海,不仅不卷,毛利率还更高,丰田就是典型的榜样。 长城汽车海外市场2021年起规模激增,销量占比3年翻3倍,毛利率连续两年高出国内10pc­ts。除俄罗斯市场外,公司在澳大利亚、巴西等市场也取得显著增长,证明产品和运营成功可复制。参照铃木汽车案例,海外业务敞口提升对净利润率和ROE有明显提振。 2023年,长城的海外部分毛利润/收入/销量等,分别占全公司整体的43%/31%/18%。 长城已经是俄罗斯当地的第一大国产汽车品牌。2023年,公司在澳大利亚和巴西的市场份额快速提升,遍地开花。 海外销量的扩张,容易产生杠杆效应。 参考中国重汽H、宇通客车估值变化,海外收入和盈利占比提升对估值有促进作用,长城汽车的出海持续热销,也有望带来估值抬升。 $长城汽车(02333)$ 
长城汽车的海外潜力被低估了
首先我目前还是很难接受电车 其次即便买电车我也会买特斯拉 当然我还是比较欣赏小米在各个电器方面都可以拓展业务 只是汽车的话能接受山寨车对我来讲更是一件不容易的事情
avatarJiminy
04-24
$小米集团-W(01810)$  好了,只要车不出大问题,就很稳