XIAOMI(HK:01810) Tai Mei Ti A P P·2025-05-20 00:01Group 1: Drone Industry - The "Jiutian" drone, which is a reconnaissance and strike integrated UAV, is set to make its maiden flight by the end of June 2023, featuring a wingspan of 25 meters, a maximum takeoff weight of 16 tons, a payload capacity of 6 tons, and a range of 7000 kilometers with a flight duration exceeding 12 hours [2] - The drone is equipped with a unique "heterogeneous hive mission cabin" that can hold over a hundred loitering munitions or small drones, earning it the nickname "airborne drone carrier" [2] - According to TrendForce, the global military drone market is expected to grow to $34.3 billion by 2025, with domestic demand for drones in China gradually recovering, indicating a potential turning point [2] Group 2: Brain-Computer Interface (BCI) Industry - The first clinical and translational ward for brain-computer interface technology in China has been established at Beijing Tiantan Hospital, aiming to provide innovative treatments for patients with neurological diseases such as hemiplegia [3] - McKinsey forecasts that the potential market size for BCIs in the medical field could grow from $40 billion in 2030 to $145 billion by 2040 [3] - According to Founder Securities, BCIs are expected to become a core technology for the next generation of human-machine interaction, with applications initially focused on medical rehabilitation and later expanding to education, entertainment, military, and industrial sectors [3] Group 3: Semiconductor Industry - Xiaomi's President Lu Weibing announced that products utilizing the self-developed "Xuanjie O1" chip will extend beyond smartphones, indicating a broader application of the chip technology [3] - The global technology sector is expected to see increased efforts in AI edge products, with SoC chips experiencing growth in both volume and price [4] - The introduction of DeepSeek, a low-cost, high-performance, open-source model, is anticipated to drive demand for SoC chips by advancing upstream inference and training chips, thereby promoting AI edge applications and hardware development [5] Group 4: Robotics Industry - NVIDIA's CEO Jensen Huang highlighted that most robotic systems developed so far lack the necessary production scale to sustain innovation and progress, suggesting a future where all mobile devices will become robots, potentially revolutionizing the industrial sector [5] - Haitong Securities noted that the deep integration of software and hardware is accelerating the commercialization of humanoid robots, with hardware performance improvements and cost reductions being key drivers for industry growth [5]