XIAOMI(HK:01810) Sou Hu Cai Jing·2025-11-28 04:54Core Viewpoint - Artificial intelligence (AI) is becoming the core engine driving the transformation of traditional industries, with the perspective that "all industries are worth redoing with AI" emphasized by the founder and CEO of Xiaomi, Lei Jun [1][3] Group 1: AI Integration in Manufacturing - AI and manufacturing deep integration is expected to create a trillion-level new market [3] - Xiaomi's smart factories in Yizhuang and Changping demonstrate significant advancements, with the Changping factory achieving an annual production capacity of 10 million units and a 60% increase in production efficiency compared to traditional methods [3][5] - The use of AI in quality inspection processes, such as through X-ray machines combined with AI visual models, can complete assessments in 2 seconds, improving efficiency by 10 times and accuracy by over 5 times [1][3] Group 2: Industry Collaboration and Innovation - Single enterprises cannot cover the entire technology chain and must collaborate with the best partners in the industry to drive collective upgrades [3] - Lei Jun suggests that Beijing should further open smart manufacturing application scenarios and support leading enterprises in building demonstration factories [5] Group 3: Future of Robotics and Smart Manufacturing - In the next five years, humanoid robots are expected to enter Xiaomi's factories on a large scale, with significant potential and higher demands in home scenarios [3] - The capital and talent ecosystem in Beijing, along with its concentration of academicians and universities, provides a fertile ground for AI and smart manufacturing development [3][5]