XIAOMI(HK:01810) Sou Hu Cai Jing·2025-11-19 11:24Core Insights - The upcoming conference will focus on cutting-edge technologies in the hardware and software sectors, featuring a main forum and nine sub-forums, with key speeches from Xiaomi executives including President Lu Weibing [2] - Newly appointed MiMo model leader Luo Fuli will make her public debut at the conference, having joined Xiaomi with a reported annual salary in the millions [3] - Xiaomi is intensifying its investment in AI hardware, with a focus on mobile devices as the core of AI hardware development, and has recently collaborated with Peking University on research in the MoE and reinforcement learning fields [6][8] Company Developments - Xiaomi established its AI Lab in 2016, initially focusing on IoT products like the Xiao Ai speaker, and has since expanded its research to cover a wide range of AI technologies [8] - In 2023, Xiaomi formed a large model team in response to the global surge in interest in large models, launching its first inference model, Xiaomi MiMo, in April [8] - Luo Fuli's background includes a degree in computer science from Beijing Normal University and a master's in computational linguistics from Peking University, followed by roles at Alibaba's DAMO Academy and DeepSeek [9][11] Investment Strategy - Xiaomi plans to invest 30 billion yuan in R&D by 2025, with 25% of that budget allocated specifically to AI, indicating a strong commitment to AI development as a critical area for future growth [11] - The competition in the AI sector is viewed as a talent race, with Xiaomi's focus on developing its own large models seen as essential in a market characterized by increasing homogeneity [11]