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$小米集团-W(01810)$ 作为米粉，衷心替雷军和小米高兴，小米汽车出来之前曝光图已经全网疯狂在传播了，当时还有人说小米汽车卖不好，问题是整个简中里面的流量都爆了啊，流量肯定在销量之前的，自从小米汽车爆了之后，雷军个人IP的流量在简中也爆发了，甚至有超过马斯克的迹象，太牛了.

[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

[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

 [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

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”//@Ryan.Z:“红衣”教主随性，自信，给他打Call

$小米集团-W(01810)$  看到20

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

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

SU7测评，笑死人了，现在都在拿着放大镜看小米su7

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

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。

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！（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🎁🎁

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。 $长城汽车(02333)$ 

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

$小米集团-W(01810)$  好了，只要车不出大问题，就很稳

$小米集团-W(01810)$ su7入场就是王炸，掀起热度，兑现小康，已经期待小米将来的SUV了  

$小米集团-W(01810)$ 作为米粉，衷心替雷军和小米高兴，小米汽车出来之前曝光图已经全网疯狂在传播了，当时还有人说小米汽车卖不好，问题是整个简中里面的流量都爆了啊，流量肯定在销量之前的，自从小米汽车爆了之后，雷军个人IP的流量在简中也爆发了，甚至有超过马斯克的迹象，太牛了.

[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