Goldman Flags Xiaomi as “Consensus Short” Ahead of Q3 Earnings
Multiple funds now view Xiaomi as a “short-term consensus short / sell.
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China’s Used-Car Retention Rates Fall in October: Xiaomi SU7, AITO M9 Lead BEV and PHEV Segments
In October, China’s used-car disposal volume reached 842,600 units, up 3.6% month-on-month but down 6.2% year-on-year.
Xiaomi YU7 Tops Q3 EV Retention Ranking, Ahead of Aito M7 and Li Auto MEGA
Xiaomi YU7 (99.4%), Denza N9 (91.6%), and Buick GL8 (92.6%) ranked first among NEV makers, self-owned brands, and joint venture & luxury brands respectively in one-year value retention rates.
China’s NEV Makers Log Record Deliveries in October: Leapmotor Tops 70 K, NIO Breaks 40K
October saw China’s NEV market thrive, led by NIO, Xpeng, and Leapmotor, amid rising competition.
BYD and Chinese Suppliers Take Center Stage at Japan Mobility Show 2025
At the Japan Mobility Show, Japanese automakers unveiled new electrified concepts, yet struggled to detail powertrains, highlighting China’s EV lead.
Zeekr Delays Facelifted 007 to 2026 Amid Battery Shortage and Delivery Pressure
Zeekr’s facelifted 007 launch is delayed until 2026 due to strong demand and battery production constraints.
Xiaomi Auto Sets Up Architecture Division, Led by Lei Jun
The Architecture Division is tasked with defining the next-generation tech framework for Xiaomi’s smart EVs.
Xiaomi Auto Nears Profit as Deliveries Surge, Set to Outpace NIO and Xpeng
Xiaomi’s EV business is poised for profitability, potentially achieving a net profit of RMB 707 million in Q3 2025.
Xiaomi Joins NIO, Li Auto with Year-end EV Purchase Tax Subsidy
Xiaomi Auto’s 2023 program offers up to RMB 15,000 tax subsidies for SU7, SU7 Ultra, and YU7 models to offset increased 2026 vehicle costs from new tax policies.
China’s Top 10 EV SUVs in September: Tesla, BYD, and Xiaomi Dominate
In September, Tesla’s Model Y led new energy SUV sales, with BYD’s Sea Lion 06 and Xiaomi’s YU7 following closely.