XIAOMI(HK:01810) Mei Ri Jing Ji Xin Wen·2025-09-26 13:37Group 1: Xiaomi's Strategic Shift - Xiaomi's founder and CEO Lei Jun emphasized the company's transition from an "internet company" to a "hardcore technology company" during his annual speech, highlighting a commitment to core technology investment since 2020 [2][9] - The company has invested between 102 billion to 105 billion yuan in R&D over the past five years, exceeding its initial plan of 100 billion yuan, and has set a new five-year R&D budget of 200 billion yuan [2] - The strategic shift requires a balance between "soft communication" and "technical confidence expression" to ensure brand longevity rooted in continuous technological breakthroughs [3] Group 2: JD.com's AI Strategy - JD.com unveiled its AI ecosystem plan at the JDDiscovery-2025 conference, committing to invest in building a trillion-yuan scale AI ecosystem over the next three years [4] - The company has upgraded three major AI infrastructure platforms, focusing on the JoyAI model as the core to serve the entire industry chain [4] Group 3: Li Auto's New Model Launch - Li Auto officially launched its pure electric i6 model, priced at 249,800 yuan, with a promotional price of 239,800 yuan during the initial sales period [5] - The i6 will feature the AD Max advanced driver assistance system, which will be provided free of usage fees, showcasing Li Auto's confidence in smart driving technology [6] Group 4: SAIC and Huawei's New SUV - SAIC and Huawei launched the first SUV model, the Shangjie H5, with a starting price of 159,800 yuan, targeting the competitive market segment below 200,000 yuan [7] - The H5 is equipped with advanced driving features, positioning it competitively against other models in the same price range [7] Group 5: Alibaba's AI Security Upgrade - Alibaba Cloud announced a significant security upgrade for its Tongyi AI coding model, achieving global leadership in AI coding security [8] - The upgrade addresses the increasing financial losses from global AI model security incidents, which are projected to rise significantly in the coming years [8] Group 6: Corporate Leadership Changes - The Bank of Communications elected Ren Deqi as chairman and Zhang Baojiang as vice chairman, indicating a strategic focus on innovation and continuity [10] - China CNR Corporation appointed Sun Yongcai as chairman, leveraging his extensive experience in rail transportation equipment development [11][12] Group 7: Alibaba and NVIDIA Collaboration - Alibaba Cloud and NVIDIA have partnered in the Physical AI sector, integrating NVIDIA's software stack into Alibaba's AI platform to enhance development cycles for applications like embodied intelligence and autonomous driving [13]