北京商报讯（记者 蔺雨葳）9月24日，小米创始人、董事长兼CEO雷军发布视频回应年度演讲相关问 题。 在视频中，对于为什么要对标苹果、保时捷和特斯拉的问题，雷军表示，这几家公司都是各个领域的世 界第一，敢于对标世界第一，就是一种勇气，"我觉得只有对标第一，学习第一，才能最终赶超第一。" 9月22日，雷军宣布，2025雷军年度演讲定档9月25日，主题为《改变》，将重点分享小米玄戒芯片和小 米汽车背后的故事。 ...

Core Insights - Lei Jun, the founder and CEO of Xiaomi, emphasizes the importance of benchmarking against industry leaders like Apple, Porsche, and Tesla, stating that it takes courage to aim for the top [1] - The upcoming annual speech scheduled for September 25, 2025, will focus on the theme of "Change," discussing Xiaomi's advancements in chip technology and automotive development [1] - Lei Jun reveals that the decision to enter the automotive market and restart chip production was made simultaneously, indicating a significant commitment of resources and a high level of pressure [1] Group 1 - Lei Jun's perspective on benchmarking against world leaders as a strategy for growth [1] - Announcement of the annual speech date and its thematic focus on innovation and technology [1] - The dual decision to pursue automotive and chip production, highlighting the strategic risk taken by the company [1] Group 2 - Lei Jun's response to the reasons behind the postponement of the annual speech [2]

沪港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 160.93 亿元 | +25.68 亿元 | | 中芯国际(00981) | 62.37 亿元 | +2.20 亿元 | | 山高控股(00412) | 47.93 亿元 | +6.32 亿元 | | 腾讯控股(00700) | 36.53 亿元 | +12.57 亿元 | | 小米集团-W(01810) | 24.12 亿元 | -4.33 亿元 | | 大众公用(01635) | 20.39 亿元 | +1009.21 万元 | | 美团-W(03690) | 19.72 亿元 | +1.77 亿元 | | 华虹半导体(01347) | 18.97 亿元 | -2622.09 万元 | | 优必选(09880) | 13.51 亿元 | -2360.66 万元 | | 中兴通讯(00763) | 11.46 亿元 | -3.54 亿元 | 智通财经APP获悉，2025年9月24日当天，阿里巴巴-W(09988)、中芯国际(00981)、山高控股(004 ...

雷军继续为年度演讲造势。 9月24日，小米创始人、董事长兼CEO再发布视频回应年度演讲相关问题。在视频中，对于"对标苹果、对标保时捷、对标特斯拉，不管做什么，非得要对标 吗？"的问题，雷军表示，这几家公司都是各个领域的世界第一，敢于对标世界第一，就是一种勇气。"我觉得只有对标第一，学习第一，才能最终赶超第 一。" 责编：万健祎 校对： 刘星莹 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体法律责任的权利。 9月22日，雷军宣布，2025雷军年度演讲定档9月25日，主题为《改变》。聊聊小米玄戒芯片和小米汽车背后的故事。此后，雷军持续发布多条微博，为年 度演讲造势。 今日上午，雷军在微博发文称，造车和重启造芯几乎是同时做的决策，把小米前十年攒下的家底全押上了，"同时供家里两个孩子上大学"，压力巨大。 昨日，雷军还回应了年度演讲推迟原因。具体可戳： 雷军回应演讲推迟原因！ 综合自：雷军微博 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 尾盘异动！002475，冲击涨停 丨 大涨！阿里大消 息：联手 ...

Core Insights - The 2025 World Design Capital Conference (WDCC2025) will be held from September 25 to 28 along the Huangpu River, co-hosted by the Shanghai Municipal Government and UNESCO, focusing on the theme "Design Without Boundaries, Sustainable Development" [1] Group 1: Event Overview - The conference will feature nearly 100 co-creation partners, over 60 exhibition areas, and more than 3,000 exhibits [4] - The event will follow a "12255+X" structure, including an opening ceremony, two major exhibitions (one in Shanghai and one overseas), two thematic forums, five specialized forums across various design fields, and multiple city-wide and overseas activities [4] Group 2: Talent Development - The conference will launch the "U35 Plan" aimed at nurturing young creative design talents in fields such as industrial design, architectural design, fashion design, digital design, service design, and creative management [4][13] - A total of 300 applications have been received, with 35 selected participants to be showcased during the conference [4][13] Group 3: Design Trends and Innovations - The conference will emphasize a "new paradigm of fashionable living," showcasing design-driven new consumption scenarios, including new energy vehicles, consumer electronics, high-end fashion, and cultural creative products [13] - Notable exhibits will include the latest models from brands like Huawei and Xiaomi, as well as high-end fashion collections from renowned designers [13] Group 4: Global Participation and Recognition - The event will gather nearly 1,000 speakers, including leaders from three major international design organizations and top design schools, to discuss cutting-edge technologies and trends in five design fields [12] - The "Shanghai Design 100+" global competition will feature over 2,600 entries from 17 countries, showcasing high-quality projects and trends in the design industry [12]

格隆汇9月24日丨顺络电子(002138.SZ)在投资者互动平台表示，公司属于小米集团供应商。 ...

Core Viewpoint - Lei Jun's decision to simultaneously pursue car manufacturing and chip production represents a significant commitment of Xiaomi's resources, reflecting a bold strategy to compete with industry leaders like Apple, Porsche, and Tesla [4][6]. Group 1: Company Strategy - Xiaomi is positioning itself to directly compete with top-tier companies, as indicated by Lei Jun's statement about aiming to "fully benchmark iPhone" with the launch of the "Xiaomi 17" series [4]. - The strategy of benchmarking against world leaders is seen as a courageous move, with Lei Jun emphasizing that learning from the best is essential for eventual success [6]. Group 2: Industry Context - The decision to enter the automotive and semiconductor industries simultaneously highlights the increasing competition in technology and automotive sectors, where companies are striving to innovate and capture market share [4][5].

Core Viewpoint - The CEO of Xiaomi, Lei Jun, has committed significant resources to both car manufacturing and chip development simultaneously, indicating a bold strategic decision for the company [2]. Group 1 - Lei Jun expressed the immense pressure of managing both projects, likening it to supporting two children in college at the same time [2]. - The annual speech by Lei Jun is scheduled for September 25, where he will discuss the theme of "Change" and reveal insights about Xiaomi's new chip and car initiatives [4][6]. - The focus of this year's speech will be on the stories of transformation and growth, emphasizing the importance of dreams and perseverance [6][7].

Core Viewpoint - Xiaomi's Chairman and CEO Lei Jun announced that the decisions to enter the automotive industry and restart chip production were made simultaneously, indicating a significant commitment of the company's resources accumulated over the past decade [1]. Group 1 - Lei Jun expressed the immense pressure of managing both ventures, likening it to the challenge of supporting two children in college simultaneously [2]. - He is preparing for the annual speech scheduled for September 25, where he will discuss themes of "change" and reveal insights about the Xiaomi chip and car projects [4].

Core Insights - The future of technology is moving towards a "seamless" experience driven by AI, where devices are interconnected and operate as a unified system rather than isolated entities [1][8] - Major tech companies like Apple, Huawei, and Xiaomi are focusing on creating integrated ecosystems that enhance user experience across multiple devices [2][3][6] Group 1: Industry Trends - The shift from PC to mobile internet and now to AI signifies a transformation in how technology interacts with users, emphasizing a seamless experience [1] - Apple's iOS 26 update represents a significant integration of its operating systems, allowing for fluid transitions between devices like iPhone, Mac, and Vision Pro [2] - Huawei's HarmonyOS NEXT aims to establish itself as a third major operating system, enhancing device connectivity and user experience [3] Group 2: Technological Innovations - Xiaomi's Pengpai OS focuses on IoT device integration, promoting features like automatic task continuation and proactive smart responses based on user habits [3] - The development of proprietary chips is crucial for reducing latency and power consumption, enabling a truly seamless experience across devices [6] - The integration of AI at the chip level allows for real-time processing, enhancing the overall user experience by making interactions faster and more intuitive [6] Group 3: Competitive Landscape - The competition in the tech industry is intensifying as companies strive to build comprehensive ecosystems, with many traditional hardware manufacturers venturing into software and chip development [7] - Smaller players may find opportunities in "vertical seamless" solutions, focusing on specific applications that enhance user convenience [8] - The ongoing "seamless war" is fundamentally about understanding user intent and adapting services to meet those needs, rather than merely competing on hardware specifications [8]