文 | 新浪科技 张俊、周文猛、张奥 "iPhone 17系列的牙膏挤爆了，但小米17系列在很多技术上都要领先。" 9月25日晚间的年度演讲后，小米集团董事长、CEO雷军与媒体展开长达1小时的对话。 雷军直言，小米要敢于对标苹果，甚至超越苹果。"今天大家需要重新认识一下小米手机了，因为小米 17这一代的产品力是跨代升级的，非常炸裂。" 提到小米汽车，他表示，小米汽车成为全网被黑的最惨的品牌之一，对于打击黑水军黑公关，小米举双 手支持。他认为，汽车市场很大，国产汽车都在进步和成长的阶段，没必要搞得很难看。 谈iPhone 17：牙膏挤爆了，但我们很多都领先 在小米17系列正式发布前，小米16直接改名小米17引发广泛关注。 雷军在对话中分享了改名背后的原因，他指出，"我们通过改名这个行动，是希望让大家重新认识一下 小米手机，重新表达我们敢于挑战世界第一的决心。" "改名引起的舆情令我挺惊讶的，我觉得主要原因我们小米做手机15年了，有很多人对小米有一些刻板 的印象，甚至看法很固执""今天大家需要重新认识一下小米手机了，因为小米17这一代的产品力是跨代 升级的，非常炸裂，跟iPhone17全系列相比，有很多地方都超越 ...

雷递网 乐天 9月26日 9月25日，2025雷军年度演讲在国家会议中心举办，小米集团创始人、董事长兼CEO雷军做了主题为"改变"的第六次个人年度演讲，分享玄戒芯片及小米汽 车背后的故事。 随着小米过去五年在底层核心技术上的投入，以及高端化战略的持续突破，小米成为首家横跨手机、汽车、家电三大领域的科技公司。小米定义其为从一 家"互联网公司"成长为"硬核科技公司"。 小米首座智能家电工厂此前已在武汉破土动工，预计将于今年年底前正式投产。 雷军在年度演讲中表示："过去五年，无论对小米还是对我个人，都是一场彻底的蜕变，我们用五年脚踏实地的努力，重塑了小米的骨骼和灵魂。" 雷军还说："从迷茫到蜕变，有时隔着万水千山，有时只隔了一层窗户纸。只要持续努力、不断成长，每个人、每个团队，都有机会'逆天改命'。" 曾陷入严重内耗 雷军在演讲中称，2024年3月，小米发布了小米汽车，小米成为首家横跨手机、汽车、家电三大领域的科技公司。2025年5月，小米推出了玄戒O1 芯片，小 米成为中国大陆首家发布 3nm 制程旗舰芯片的公司。 这些改变，都来自五年前那次触及灵魂深处的大反思。 雷军说，5年前的2020 年，小米迎来了自己的十 ...

Core Insights - The core theme of the annual speech by Xiaomi's founder Lei Jun is "Change," focusing on the company's evolution in the automotive and semiconductor sectors, driven by a deep reflection five years ago [3][5][7]. Group 1: Company Strategy - Xiaomi's significant investments in automotive and semiconductor sectors are likened to the pressure of sending two children to college, indicating the long-term commitment required for these ventures [5]. - The company has invested over 100 billion yuan in R&D over the past five years, with 48.6% of its workforce dedicated to R&D, primarily in chips and automotive [5][9]. - The strategic shift towards high-end products is evident, with the launch of the Xiaomi SU7 Ultra, priced at 500,000 to 600,000 yuan, exceeding market expectations [9]. Group 2: Market Positioning - Xiaomi's approach to high-end market positioning involves a clear strategy of technological self-research and ecosystem collaboration, moving away from the "cost-performance" label [9][11]. - The Xiaomi 17 series is designed to directly compete with Apple's iPhone 17 series, showcasing the company's ambition to penetrate the high-end market [13]. Group 3: Organizational Development - The company emphasizes the importance of talent acquisition and financial resources as key survival strategies, addressing the challenges posed by rapid growth and the need for high-end talent in automotive and semiconductor fields [11]. - Lei Jun's management philosophy includes learning from failures and maintaining an optimistic outlook, which is crucial for the company's resilience [11]. Group 4: Ecosystem Integration - The integration of the Xiaomi 17 series with the new Surge OS 3 system aims to create seamless collaboration among various product lines, enhancing the overall value of Xiaomi's ecosystem [13].

9月25日，2025雷军年度演讲在国家会议中心举办，小米集团创始人、董事长兼CEO雷军做了主题为"改变"的第六次个人年度演讲，分享玄 戒芯片及小米汽车背后的故事。在演讲后的发布会环节，雷军重磅发布了小米17系列数字旗舰、小米定制服务，及小米平板8系列、米家 三区洗衣机Pro、米家冰箱Pro 微冰鲜双系统法式平嵌、小米电视S Pro Mini LED 2026等多款人车家全生态新品。 2025年，小米数字旗舰迎来史上最大战略变阵，小米17系列产品线全面对齐苹果，升级标准版、Pro、Pro Max三杯机型，以全新产品矩阵 正面迎战苹果。 本次发布会的众多新品，全面展现了小米在手机、汽车和科技生态领域的持续创新成果，是小米过去五年硬核实力质变的坚实例证。其 中，小米17 Pro系列的"妙享背屏"创新，重构智能手机交互模式，为用户带来全新个性化表达和影像、游戏新体验；小米汽车全新推出 「小米定制服务」，提供车漆、轮毂、内饰等26项个性选配，让更多用户体验媲美百万豪车的专属定制服务；小米科技家电三款高端新品 连发，持续推动家电行业的产品形态创新和技术创新。 随着小米过去五年在底层核心技术上的高压强投入，以及高端化战略的 ...

Core Viewpoint - The core theme of the annual speech by Lei Jun is "Change," emphasizing the dual evolution of corporate and personal cognition, which has led to strategic upgrades in Xiaomi's business model, particularly in the automotive and semiconductor sectors [3][8]. Group 1: Investment in Core Technologies - Xiaomi's significant breakthroughs in the automotive and semiconductor fields stem from a deep reflection five years ago, leading to a commitment to invest in core technologies [3][5]. - Over the past five years, Xiaomi has invested over 100 billion yuan in R&D, with 48.6% of its workforce dedicated to these sectors [6]. Group 2: Strategic Decisions and Challenges - The simultaneous decision to enter the automotive and semiconductor markets is likened to the pressure of sending two children to college, highlighting the long-term investment required [5]. - The complexity of these ventures involves managing extensive supply chains and significant R&D investments, which are critical for overcoming the barriers of capital, technology, and talent [6]. Group 3: High-End Market Strategy - Xiaomi's high-end strategy is exemplified by the SU7 Ultra model, priced at 500,000 to 600,000 yuan, which has exceeded market expectations [10]. - The transition to high-end products is supported by technological advancements and collaborations, such as with Leica, moving from a "cost-performance" label to a focus on user experience [11]. Group 4: Talent Acquisition and Financial Strategy - The company emphasizes the importance of talent acquisition and financial resources as key survival strategies during its transformation [13]. - Xiaomi faces challenges in attracting high-end talent necessary for its automotive and semiconductor initiatives, necessitating a dual approach of internal promotions and external recruitment [13]. Group 5: Ecosystem Development - The launch of the Xiaomi 17 series and other products reflects a clear ecological blueprint aimed at enhancing the overall value of its ecosystem [14]. - The integration of the new operating system with various product lines aims to create a seamless user experience, reinforcing Xiaomi's competitive position in the market [14].

他还表示，在手机汽车取得经验后，小米今天在推全品类高端化。过去小米的确走的有点快，今天我们 要求把设计质量全方位拿起来，认真的把各个品类做好。"我坚信，我们还会在更多领域突破，小米也 一直在持续学习提高之中。" 责任编辑：王翔 专题：雷军2025年度演讲：谈造芯坎坷、造车争论、赞ModelY、抢苹果用户 新浪科技讯 9月25日晚间消息，在今日的2025雷军年度演讲活动结束后，小米集团董事长、CEO雷军接 受了媒体采访。 雷军表示，小米15年前创办时的使命就是始终坚持做感动人心、价格厚道的好产品，让全球每个人都能 享受科技带来的美好生活。简单来说，就是科技平权。"5年前，我们发现智能手机已经普及了，所以经 过反思后，坚定提出了高端化战略，全面对标苹果进入高端领域。" 他表示，这5年小米在手机高端化下了很大功夫，做汽车也坚定做高端车。第二季度财报，小米汽车的 含税均价28.9万，今天小米汽车这么大的量其实已经在高端区间里。"我越来越坚信，只要下功夫投入 技术研发，只要在高端化不断前行，是有机会把高端化完全做成的。" ...

Core Insights - The core theme of the annual speech by Xiaomi's founder Lei Jun is "Change," focusing on the evolution of both corporate and personal cognition, which has led to strategic upgrades in the company's operations [3][8] - Xiaomi is making significant investments in the automotive and semiconductor sectors, with Lei Jun stating that these decisions are akin to "betting the family fortune" and are crucial for the company's future [2][5] Group 1: Company Strategy - Xiaomi's shift towards becoming a technology-driven company is marked by substantial investments in core technologies, particularly in chips and automotive, with over 100 billion yuan invested in R&D over the past five years [2][5] - The company aims to create a synergistic ecosystem where smartphones, cars, and chips support each other, drawing inspiration from Apple's ecosystem model [3][4] Group 2: High-End Market Positioning - Xiaomi's high-end strategy is exemplified by the SU7 Ultra vehicle, which has exceeded market expectations, indicating a successful transition from a "cost-performance" label to a focus on high-end products [5][6] - The Xiaomi 17 series smartphones are designed to compete directly with Apple's iPhone 17 series, showcasing the company's commitment to high-end market penetration [7] Group 3: Talent and Financial Management - The company recognizes the importance of talent acquisition and financial resources as critical factors for navigating transformation pressures, with a dual approach of internal promotions and external recruitment [6] - Lei Jun emphasizes the need for a strong talent pool to support the ambitious projects in automotive and semiconductor sectors, which require specialized expertise [6] Group 4: Ecosystem Development - The launch of the Xiaomi 17 series, along with other high-end products, reflects a clear ecological blueprint aimed at enhancing the overall value of Xiaomi's ecosystem [7] - The integration of the new 澎湃OS3 system across devices aims to create seamless collaboration among smartphones, tablets, and home appliances, reinforcing Xiaomi's ecosystem advantages [7]

Core Viewpoint - Xiaomi is set to launch its 17 series smartphones on September 25, skipping the 16 series and aligning its naming convention with Apple's iPhone, showcasing confidence in competing directly with Apple [1][6]. Group 1: Product Launch and Features - The Xiaomi 17 series will feature the world's first Qualcomm Snapdragon 8 Gen 2 processor, built on a 3nm process with a peak frequency of 4.6GHz, marking a significant technological advancement [4][10]. - The new product line includes three models: Xiaomi 17 Standard, Xiaomi 17 Pro, and Xiaomi 17 Pro Max, all running on Xiaomi's self-developed operating system, MIUI 3 [4]. - The Xiaomi 17 Standard is positioned as a flagship with significant upgrades at no additional cost, while the Pro models target higher-end specifications [6]. Group 2: Financial Performance - Xiaomi's recent financial report for Q2 shows record revenue of 115.96 billion RMB, a year-on-year increase of 30.5%, and an adjusted net profit of 10.83 billion RMB, up 75.4% [5]. Group 3: Competitive Strategy - By skipping the 16 series, Xiaomi aims to directly compete with Apple's iPhone, reflecting a strategic shift towards high-end market positioning, emphasizing a blend of hardware and software integration [6]. - Xiaomi's confidence in this strategy is bolstered by its commitment to high-end product development, having invested over 100 billion RMB in R&D, with plans to increase this to 200 billion RMB over the next five years [7]. Group 4: Future Developments - Xiaomi's CEO Lei Jun will discuss the company's ventures into automotive and chip development during his annual speech, highlighting the significant investments made in these areas [8]. - The company has invested over 13.5 billion RMB in its chip development project, with a team of over 2,500 people, and plans to exceed 6 billion RMB in R&D spending this year [8].

2025年9月25日，小米创办人，董事长兼CEO雷军为自己的第6次年度演讲预热称，"这5年，小米一路摸爬滚打、跌宕起伏，还是毅然启动了造车、芯片和高 端化……没什么好犹豫的，五十来岁，正是闯的年纪。" 据了解，9月25日晚7点，雷军将举办第6次年度演讲，主题是《改变》。届时，雷军将聊聊小米玄戒芯片和小米汽车背后的故事。 I KANSFURN 2025 #雷军年度演讲 9月25日 19:00 LEIJUN ANNUA SPEECH 据了解， 近五年，小米在雷军的带领下，于核心赛道持续攻坚。造车领域，首款车型SU7于2024年4月开启交付，全年交付达13.5万辆，超额完成目标，还 规划2025年推出第二款车型YU7并冲刺30万辆交付量。芯片方面，从澎湃C1、P1等细分领域芯片突破，到2025年发布自研3nm工艺SoC芯片"玄戒O1"，构建 起覆盖多场景的芯片矩阵，累计研发投入超135亿。高端化战略成效显著，4000元以上机型销量同比激增48%，小米15 Ultra等旗舰凭借卫星通信、徕卡影像 等技术站稳高端市场。 ...

实际上，巴基斯坦市场的卓越表现并非个例，而是海尔电视全球高质量增长的一个缩影。在其他市场， 如菲律宾，同样上演着逆势增长的故事。相关数据显示，8月份菲律宾整体电视市场同比增长仅为 8.7%，然而海尔电视却在此环境中脱颖而出，实现了销量同比38%的高速增长，其增速显著领先于行业 平均水平，展现了强大的品牌韧性与市场竞争力。 数据显示，世界电视行业整体增长乏力，市场环境不容乐观。调研机构集邦科技(TrendForce)指出， 2025年全球电视出货量预计同比下滑1.1%。然而，在此背景下，海尔电视在巴基斯坦市场却逆势而 上，交出了一份亮眼的成绩单：2025年1-8月，其销量增幅高达22%，销售额增幅更是达到32%，增速领 跑行业。 从巴基斯坦到菲律宾，海尔电视的逆势增长绝非偶然。这既是其前瞻性的全球化战略和高端转型成果的 集中体现，也是其深耕本地市场、以用户需求为中心的创新模式的胜利。在全球电视市场充满不确定性 的当下，海尔电视以其连续的市场佳绩，不仅稳固了其市场领先地位，更为中国品牌的出海与全球化运 营提供了成功范式。 海尔电视在全球多地能实现逆势高增长，根源在于其坚定不移的全球化与高端化战略。海尔电视持续推 ...