China Fund News reporter Wen Jing
Today (January 27), Lei Jun posted on Weibo, saying that he had prepared a "Limited WeChat Red Envelope Cover for the Year of the Tiger" for fans. I didn't think about it, but the comment area below Weibo accidentally overturned. "Xiaomi shareholders have come to see you, Mr. Lei", "Xiaomi stock broke, save Xiaomi [tears]" "Pay back the money!! Some netizens complained, "Mr. Lei, our stock has fallen into what virtue."
At the same time, the "Xiaomi break" message rushed to the hot search. Since setting a new high of HK$35 at the beginning of last year, Xiaomi's stock price has fallen all the way, falling by 52.9%, and its market value has evaporated by about HK$460 billion.
"Xiaomi break" rushed to the hot search
Lei Junfa "Year of the Tiger Red Envelope Cover" comment area accidentally overturned
Today's intraday, Xiaomi's stock price fell nearly 6% to 16.40 Hong Kong dollars per share, which has fallen below the issue price of 17 Hong Kong dollars, while the stock price has refreshed the lowest in nearly 52 weeks. As of the close, the share price fell 5.5% to close at HK$16.48 per share, with the latest market capitalization of HK$412 billion.
Today, Lei Jun personally released a Weibo saying: "'Lei Jun Tiger Year Limited WeChat Red Envelope Cover' is coming, I wish everyone a happy Spring Festival in advance!" "Not long after, his personal Weibo was swept away by the message of 'Xiaomi Broken Hair'.
Some shareholders left a message: "Xiaomi stock broke, save Xiaomi", "Tencent fell Xiaomi heel, Jingdong fell Xiaomi heel, Meituan fell Xiaomi heel, Ali fell Xiaomi heel, Tencent rose Xiaomi fell, Jingdong rose Xiaomi fell, Xiaomi fell every day is a working day - falling and falling endlessly". Some shareholders said that "young people cut their waists for the second time", "Xiaomi stock has broken again, is it worthy of minority shareholders?" Deeply understand that you can only buy Xiaomi's products, and you can't be a shareholder of Xiaomi. Another shareholder revealed that he had made a big loss of three or four hundred thousand yuan for xiaomi. Mr. Lei, Xiaomi's stock price should be supported! At the loss of three or four hundred thousand, I bought a bunch of millet products to support, and the stock price went all the way to the south."
The fund jun noted that since the new high of HK$35 set at the beginning of last year, Xiaomi's stock price has fallen sharply, falling by 52.9%, and the market value has evaporated by more than HK$460 billion.
As of now, domestic capital holds 11.73% of the shares, accounting for nearly 26% of the outstanding share capital, and yesterday the domestic capital significantly reduced its holdings by 18.02 million shares.
It is worth noting that this is not the first time that Xiaomi's stock price has broken.
On July 9, 2018, Xiaomi went to Hong Kong for an IPO and suffered an embarrassing break. At the appreciation meeting that night, Lei Jun said: "I broke my hair today, and I can't stop you." We will work hard to make sure that IPO investors make at least double their earnings! The next day, Lei Jun bought a pair of ripped jeans to remind himself of the day of the broken hair.
Then, Xiaomi's stock price fell bigger and bigger, and Xiaomi stock fell to 8.28 Hong Kong dollars in September 2019, and Xiaomi subsequently bought back sharply. On July 10, 2020, Xiaomi's stock price rose back to the IPO issue price of HK$17. "From now on I can be a man again," Lei Said.
On January 4, 2021, Xiaomi closed at HK$34. Let IPO investors earn twice, Lei Jun's promise of that year was finally fulfilled. At that time, Lei Jun also said that Lei Jun said that he finally no longer had to care about stocks, and deleted all stock software at that time.
In this regard, today's break, some netizens shouted Lei Jun: "Mr. Lei, put the stock speculation software back!" ”
Fourth-quarter sales down 8% year-on-year
The domestic mobile phone market sales ranked fifth
Yesterday (January 26), Counterpoint released the fourth quarter of 2021 domestic mobile phone market sales report, Xiaomi ranked fifth, sales fell by 8% year-on-year.
From the data of the whole year of 2021, Vivo ranks first in the Chinese market, with a market share of 22%. OPPO ranked second with a market share of 21%. Apple ranked third, with a year-on-year sales growth rate of 47%, the fastest among the top five manufacturers. Xiaomi and Honor are in fourth and fifth, respectively.
Industry insiders said that driven by strong offline penetration and a broad product portfolio strategy, Vivo and OPPO ranked second and third respectively. Vivo's performance is driven by the X70 series and S series, and OPPO is "taking off" with the Reno 7 series. Honor also began to rebound in the second half of 2021 after resuming relations with suppliers. Faced with a more severe shortage of components, slowing penetration of offline channels and competition from Glory, Xiaomi ranked fifth in the quarter.
It's not just about building cars
Xiaomi has also invested in a number of semiconductor companies
Today (January 27), the reporter inquired about Tianyancha and found that Suzhou Zhisheng Semiconductor Technology Co., Ltd. (hereinafter referred to as "Zhisheng Semiconductor") underwent industrial and commercial changes on January 26, and a new shareholder, Xiaomi Affiliate Hainan Jimu Venture Capital Co., Ltd.
Zhisheng Semiconductor was established in February 2021, mainly focusing on digital input, current signal, power amplifier circuit, power amplifier, power supply voltage and other technical fields, has published 4 patent applications, all of which are invention patents, and the market value of higher patents includes "dynamic boost control output class D power amplifier and system".
In the field of chips, Xiaomi has also invested in Yuntu Semiconductor, Yutai Microelectronics, Juxin Microelectronics, Yizhao Microelectronics and other companies. In the field of batteries, it has invested in Enterprises such as Hive Energy, AVIC Lithium Battery, zhuhai Guanyu and so on.
In addition, Xiaomi's investment in car manufacturing has continued, since the official announcement of car manufacturing in March 2021, Xiaomi and Lei Jun's relevant investment institutions have invested in dozens of enterprises in the automotive industry chain, covering intelligent driving, chips, power batteries and other fields. According to the statistics of Guojin Securities, as of the end of September 2021, Xiaomi has invested in the layout of 62 enterprises in the field of intelligent vehicles, including 17 intelligent driving layouts, 13 intelligent electric layouts, and 6 intelligent cockpit layouts, of which 22 companies are new investments in 2021.
Recently, Xiaomi also invested in zhejiang fute technology co., LTD., a manufacturer of new energy auto parts, and qixin micro, a manufacturer of automotive control chips, in addition, Yu Liguo, former president of Jihu Automobile, joined the xiaomi automobile department, and Lei Jun also said that the millet mobile phone department will transport talents to the automobile business in the future. According to Lei Jun's plan, Xiaomi Automobile will build a factory with an annual output of 300,000 vehicles in Beijing, and the car is expected to be mass-produced in the first half of 2024.
In terms of performance, Xiaomi released the third quarter of 2021 financial report showing that the quarterly revenue was 78.06 billion yuan, compared with 72.16 billion yuan in the same period last year, an increase of 8.2% year-on-year and a decrease of 11.1% month-on-month; Net profit for the third quarter was RMB792.3 million, down 84% year-on-year. Operating profit in the third quarter was 2.73 billion yuan, down 59% year-on-year.
EDIT: Captain