jayc
01-06

$XIAOMI-W(01810)$  Xiaomi's electric-vehicle sales are likely to maintain their strong momentum in 2025, according to Deutsche Bank research analyst Bin Wang in a research note. Xiaomi's EV December delivery exceeded 25,000 units, a new monthly record high which beat market expectations. Xiaomi EVs should continue to face supply shortages in 2025 due to its rich order backlog, strong new order flows each month as well as new-model contribution. There is some upside risk in its 2025 delivery guidance considering the supply from the new plant Xiaomi EV is building in Beijing.

Xiaomi is Back? At What Price Would You Buy the Dip?
Xiaomi hit a new high of HKD 36.85 on Monday and then lost 9%. Would you add more around 30? Is this dip a buying opportunity for Xiaomi? At what price would you buy the dip?
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