Today my stock in focus will be Xiaomi Corporation $XIAOMI-W(01810)$ $Xiaomi Corp.(XIACY)$
What really stands out is the continued acceleration in Xiaomi's EV business. Xiaomi Auto delivered over 30,000 vehicles in April alone, up 50% month-on-month, marking a new growth milestone. Cumulative deliveries of 109,000 units in just four months highlight improving execution, while SU7 orders surpassing 70,000 units signal sustained demand strength beyond initial launch hype.
From here, I see Xiaomi increasingly transitioning into a dual-engine story—smartphones plus EVs—where sentiment is being driven more by delivery momentum and order backlog than just hardware margins. If delivery growth stays on this trajectory, it could continue to act as a key re-rating catalyst for the stock amid broader China tech recovery.
@TigerStars @Tiger_comments @TigerClub
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