雷军表示，"定制个性化服务超难的，当初做的时候很多人都反对称干不好又被骂死。但我认为如果我 们不去探索，很难把它做好。" 他表示，"在今天这个社会，大家对个性化和审美需求越来越高，怎么把过去超跑的体验，让大众客户 也能享受到，是我们正在努力的方向。" 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。 责任编辑：王翔 ...

Core Insights - Xiaomi's founder Lei Jun emphasized the company's transformation over the past five years, highlighting advancements in self-developed chips and automotive production, marking a significant shift in its trajectory [1][6] - The launch of the Xiaomi 17 series, featuring the Snapdragon 8 Gen 2 and large battery capacities, is positioned as the strongest smartphone in the company's history, with competitive pricing [1][5] - The smartphone industry is entering a new competitive cycle, with major players like Apple and Huawei also making significant updates to their product lines [2][10] Group 1: Xiaomi's Transformation - Xiaomi's stock price surpassed HKD 40 for the first time on February 4, 2025, reaching a market capitalization of HKD 1.004 trillion, entering the trillion-dollar market cap club [5] - The launch of the self-developed "玄戒" series chips marks a critical technological breakthrough for Xiaomi, supporting its transformation into a hard-tech company [5][6] - Lei Jun's personal involvement in promoting the Xiaomi 17 series represents a significant enhancement in product strength, as he had not previously promoted the flagship series [5][6] Group 2: Competitive Landscape - In Q2 2025, Samsung leads the global smartphone market with a 19.7% share, followed by Apple at 15.7% and Xiaomi at 14.4% [8] - Huawei has regained the top position in the Chinese market with an 18.1% share, while Xiaomi ranks fourth at 15.2% [8] - Apple's market share in the high-end segment (priced above $600) has declined from 75% in 2022 to 54% in 2024, while Huawei's share has increased from 12% to 29% in the same period [8][9] Group 3: Industry Trends - The smartphone industry is experiencing a "golden September and silver October," indicating a renewed competitive atmosphere among major players [3][10] - OPPO is focusing on software ecosystem improvements with its ColorOS 16, aiming to enhance user experience and differentiate itself from competitors [12][13] - The industry is facing challenges in innovation, with companies needing to either produce cross-generation products or engage in price wars to attract users [14][15]

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 - Lei Jun's annual speech highlighted Xiaomi's advancements in technology and product offerings, emphasizing the company's shift from an internet company to a hard-tech company [7][8] - The launch of the Xiaomi 17 series smartphones, with a starting price of 4499 yuan, was a significant focus of the event [11][12] - Xiaomi's stock saw a notable increase of 4.48%, closing at 59.45 HKD, with a total market capitalization of 1.55 trillion HKD [6] Company Developments - Xiaomi's self-developed V8s super motor was showcased, indicating the company's commitment to in-house production and technology [2] - The company has made significant strides in the automotive and chip sectors, with the launch of the SU7 Ultra electric vehicle project and the development of the玄戒O1 chip [8][10] - Lei Jun addressed the challenges faced by Xiaomi, including internal doubts about the chip development and the decision to halt the SoC chip project after the initial failure [7][8] Product Launches - The Xiaomi 17 series includes multiple models, with the Pro series featuring innovative back screens for enhanced photography [11][12] - The design and performance of the Xiaomi 17 were emphasized, with comparisons made to the iPhone 17, highlighting superior frame rates and thermal performance [11][12] - The Xiaomi 17 series is available in various colors and has already begun pre-sales, set to officially launch on September 27 [14]

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，小米集团董事长、CEO雷军在与新浪科技等媒体沟通中，分享了小米16 改名小米17背后的原因，回应了改名引发的外界争议。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。"雷军直言，"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。" "5年前我们提出对标苹果，我觉得我们首先要有勇气，敢于对标世界，你才能一步一步地接近并领 跑。"雷军表示，"从过去完全跟随，到今天小米17有很多点都超越了苹果"。 责任编辑：王翔 ...

Core Insights - The annual speech by Lei Jun, founder and CEO of Xiaomi, focused on the theme of "Change," highlighting the company's development over the past five years, particularly in the automotive and chip sectors [3][5][6] Group 1: Company Development - Xiaomi has faced significant challenges and criticisms from competitors like Apple, Samsung, and Huawei, which led to internal struggles [5][6] - The company has committed to investing at least 50 billion yuan over the next ten years in self-developed mobile SoCs, emphasizing that chips are essential for Xiaomi's success [6][8] - The company restarted its chip development in 2021 after a previous setback, with the first chip, "玄戒O1," expected to be released in 2025 [8][9] Group 2: Automotive Ambitions - Xiaomi aims to create a high-performance electric vehicle, the SU7 Ultra, targeting competitors like Tesla and Porsche [9][10] - The company has conducted extensive research, including purchasing and disassembling three Tesla Model Y vehicles to learn from their design [10][12] - The SU7 project faced initial setbacks but has since made significant progress, with plans to continue development despite challenges [12] Group 3: Product Launches - During the speech, Xiaomi announced the launch of the Xiaomi 17 series smartphones, which feature advanced technology and impressive battery life [17][20] - The Xiaomi 17 series includes a 7000mAh battery, nearly double that of the iPhone 17, and boasts superior performance in gaming and thermal management [20][21] - The Xiaomi 17 series is set to be available for pre-sale, with official sales starting on September 27 [21]

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。 雷军谈到过去五年小米经历了艰难转身，"大家的很多批评，我们自己也无比焦虑，所以在一个内外的 压力下，开始重新思考何去何从，并进行改变。" 他表示，"我们充分意识到要从互联网公司坚定走向智能制造的新战场，要转型成硬核的科技公司。互 联网公司是机会驱动的，科技公司是使命驱动的。所以我们坚持技术立业，一上来就制定了5年投1000 亿的计划。" 他谈到，2019年小米全年的研发费用75亿，这个情况下要投1000亿是很大的数字，"但是不管风吹雨 打，我们坚定的完成了这笔投资，大概投了1020亿~1050亿。我们新5年的规划是2000亿的研发投入。 所以大家今天看到的变化，其实这背后就有海量研发投入的结果。" 雷军进一步表示，"很多东西如果你没有足够的研发投入，你是不可能做到。我相信这次大家从小米17 看到了无数的领先技术。以前我们全是在跟随，而今天讲的绝大部分技术都是领先时代的。所以我觉得 这是小米从互联网公司坚定的走向硬核科 ...

Core Viewpoint - The annual speech by Lei Jun highlighted Xiaomi's journey in chip development, emphasizing the importance of self-developed chips for the company's success and the challenges faced along the way [3][4]. Chip Development Journey - Xiaomi's chip business began in 2014 with the establishment of a chip company. In 2018, the company made a difficult decision to halt SoC chip development and focus on smaller chips due to internal challenges [3]. - Lei Jun stated that self-developed chips are essential for Xiaomi's success, committing to a ten-year plan with an investment of at least 50 billion yuan [3]. - In 2021, Xiaomi restarted its chip journey, facing significant challenges in 2022, including a 15% revenue decline, marking the first such drop in the company's 15-year history [3]. - Each chip project requires over 50 billion yuan in investment, creating immense pressure on the company. However, the successful launch of the 3nm chip was a significant milestone [3]. - The first flagship SoC, the Xuanjie O1, was officially launched on May 22, 2023, marking a step towards achieving first-tier status in the industry [3]. New Product Launch - The new Xiaomi 17 series smartphones were announced, with starting prices of 4,499 yuan for the 12GB+256GB version, 4,799 yuan for the 12GB+512GB version, and 4,999 yuan for the 16GB+512GB version [6]. - The Xiaomi 17 Pro Max features a 7,500mAh battery with advanced charging technology, supporting 100W wired and 50W wireless charging [6]. Stock Performance - On September 25, Xiaomi's stock surged by 4.48%, closing at 59.45 HKD, with a market capitalization returning to 1.5 trillion HKD, nearing its historical high. The stock has increased by 72.32% year-to-date [10].

Core Points - Lei Jun's annual speech highlighted Xiaomi's significant advancements in automotive and chip technology, marking a transformative period for the company as it celebrates its 15th anniversary [7][9] - The launch of the new Xiaomi 17 series smartphones, with a starting price of 4499 yuan, was a key focus of the event [3][18] - Xiaomi's stock saw a notable increase of 4.48%, closing at 59.45 HKD, with a total market capitalization of 1.55 trillion HKD following the announcement [6] Group 1: Company Developments - Xiaomi has made substantial progress in its chip development, with the "玄戒O1" chip set to be officially launched in May 2024, following three years of investment and development [9] - The company is also advancing in the automotive sector, with the "SU7 Ultra" project aimed at competing with high-end brands like Porsche and Tesla [11] - Lei Jun emphasized the importance of overcoming internal challenges and external criticisms to shift Xiaomi's identity from an internet company to a hard-tech company [8] Group 2: Product Launches - The Xiaomi 17 series includes multiple models, with the Pro version starting at 4999 yuan and the Pro Max version starting at 5999 yuan, featuring significant upgrades in design and performance [19][21] - The new smartphones boast advanced features such as a high-quality display and superior thermal management compared to competitors like the iPhone 17 [13][15] - Xiaomi's strategy includes appealing to Apple users by offering compatible accessories, such as a magnetic charging bank for iPhone models [21]