XIAOMI(HK:01810) Sou Hu Cai Jing·2025-05-18 16:58Core Viewpoint - The discussion highlights the dual nature of traffic in business, where high visibility can lead to both success and scrutiny, particularly for companies like Xiaomi that are entering new markets such as automotive [1][3]. Group 1: Xiaomi's Current Situation - Xiaomi's CEO Lei Jun acknowledged the significant impact of a recent car accident on the company's reputation and the high expectations from the public [1]. - The company is no longer in a "newbie protection period," indicating that it must now meet heightened scrutiny and standards [1]. - The public's harsh criticism of Xiaomi stems from its high visibility, which subjects it to intense examination compared to other brands [1]. Group 2: Industry Insights - The reliance on traffic for growth can lead to a downfall when the hype diminishes, emphasizing the importance of product quality, technological innovation, and core team capabilities [3]. - Historically, companies that rise solely based on traffic often face significant challenges and do not maintain long-term success [3]. - The public's stringent expectations for Xiaomi are seen as a catalyst for growth, pushing the company to address criticisms and improve [5]. Group 3: Recommendations for the Industry - Companies, especially in the automotive sector, should focus less on traffic-driven marketing and more on technology and quality to establish a stable market presence [6]. - Clear communication regarding product capabilities, particularly in areas like smart driving, is essential to prevent consumer misunderstandings and potential safety issues [5].