跨界巨头纷纷入局，机器人赛道迎来"百团大战" 如果我们预测一下未来5-10年，互联网最大的"瓜"，最多的"瓜"，就要出在AI机器人领域了！ 2025年，我们看到了雷军、何小鹏、贾跃亭、张一鸣……，还有许多的大佬都在跨界布局机器人。 最近20年，互联网的升级迭代，让吃瓜群众从来没有消停过。 过去10年，我们经历了移动互联网、大数据、网络视频、团购、外卖、共享……各种模式的喧嚣，甚至是各种势力近几年智能电视、手机的"殊死搏斗"。 最近5年，各种新势力造车，搅动了新能源汽车的"一江春水"！以蔚来的李斌、小鹏汽车的何小鹏、理想汽车的李想、鸿蒙智行的带头大哥"余承东"、小 米汽车的雷军……一干喜欢热闹的大佬带动下，汽车行业也进入了"遥遥领先"于"友商"'的疯狂时代。 小米集团正将目光投向机器人领域，通过"技术+资本+人才"的三维驱动模式，悄然构建覆盖硬件、核心软件、整机研发的全产业链生态。最近，雷军的小 米不仅公布了两项与机械手及机器人相关的专利，还投资具身智能科技公司小雨智造。截至目前，小米已通过旗下投资平台，在机器人及相关领域投入约 150亿元。其中就包括宇树科技这样的行业明星企业。 雷军的布局逻辑清晰：通过汽车业 ...

刚刚，新浪科技消息，造车成功之后，雷军下一个战略目标或是机器人。 在造车的时候，雷军不是说这是最后一次创业吗？看来这次雷军还想再拼一把。 度 砂 可 ( N ) # 目小米造车后的下一个梦想,雷军已经选好了" sina 新浪科技 新浪科技 A % (1) Zach 卢泽宇 e status 关注 据悉，小米已经有两项与机械手和机器人相关的专利，同时完成了对具身智能科技公司"小雨智造"的战略投资。 另外，小米通过旗下长江产业基金、顺为资本等平台，已在机器人及相关领域投入约150亿元，投资企业近50家。 小米汽车，一炮成名，相信小米机器人，小米也一定能成功的，期待性价比高的小米机器人的早日到来。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 文/新浪财经上海站陈秀颖 一则看似寻常的"入职帖"，正成为机器人行业的最新风向。 11月26日，曾参与特斯拉Optimus灵巧手研发的工程师卢泽宇，在社交平台公开宣布加入小米机器人团 队，并担任"灵巧手负责人"。 他的履历清晰写着：在特斯拉期间，深度参与触觉传感器、灵巧抓取、结构设计等核心模块的研发。这 一岗位转换随即在业内引发关注。 | Zeyu (Zach) L. | | | --- | --- | | Robotics R&D @Xiaomi Formerly Senior Robotics Engineer@Tesla PhD in Robotics@NUS | | | 十分四四年公国 | | | 工作经历 | | | Dexterous Hand R&D Lead ml | | | Xiaomi Technology · 全职 | | | 2025年10月 - 至今 · 2 个月 | | | 混合办公 | | | Robotics Engineer | | | Tesla · 全职 | | | 2024年8月 = 2025年1 ...

Core Viewpoint - Xiaomi Group's stock price increased by over 4% following the announcement of a share buyback program, indicating strong market confidence in the company's long-term investment strategy [1] Group 1: Stock Performance and Buyback - Xiaomi Group's stock rose 4.24% to HKD 41.8, with a trading volume of HKD 5.666 billion [1] - On November 26, Xiaomi announced a buyback of 7.5 million shares at an average price of HKD 40.14, totaling over HKD 300 million [1] - This marks the fourth buyback in November, with a total of 31.5 million shares repurchased for over HKD 1.2 billion [1] Group 2: Strategic Insights - According to a report from Guotai Junan Securities, Xiaomi's long-term investment logic remains unchanged, supported by Chairman Lei Jun's HKD 100 million share purchase, reflecting strong confidence [1] - The company's automotive business has achieved its first profit, and the significant growth in Q3 performance validates the effectiveness of its "smart home and vehicle" ecosystem strategy [1] - The current stock price corresponds to a price-to-earnings ratio of only 15 times for 2027, indicating attractive value [1] Group 3: Talent Acquisition - On November 26, it was reported that Lu Zeyu, a former member of Tesla's Optimus team, joined Xiaomi's robotics team to lead the development of dexterous hands [1] - Lu expressed his desire to collaborate with like-minded individuals to accelerate the technology's development and engineering implementation [1]

Core Viewpoint - The article highlights the recent addition of Lu Zeyu, a former member of Tesla's Optimus team, to Xiaomi's robotics team, where he will lead the development of dexterous hands technology [1][2] Group 1 - Lu Zeyu has joined Xiaomi's robotics team as the head of dexterous hands technology [1] - He expressed a desire to collaborate with like-minded individuals to accelerate the convergence of dexterous hand technology and its engineering implementation [1]

Core Viewpoint - The company, Jingcheng Shares (600860.SH), primarily engages in equipment manufacturing, focusing on gas storage and transportation equipment as well as intelligent manufacturing. The company has not invested in Xiaomi Robotics or Tiangong Robotics [1]. Company Overview - The main business of the company is equipment manufacturing [1]. - Key products include gas storage and transportation equipment and intelligent manufacturing solutions [1]. Investment Activity - The company has confirmed that it has not made investments in Xiaomi Robotics or Tiangong Robotics [1].

Core Viewpoint - The company, Changying Precision (300115.SZ), has confirmed that it is not currently involved in any supply projects with Xiaomi's humanoid robots [1] Group 1 - An investor inquired about the company's involvement with Xiaomi's humanoid robots on an investor interaction platform [1] - The company responded that it has not participated in any projects related to Xiaomi's robots as of July 30 [1]

Group 1 - The company, Changying Precision (300115.SZ), has stated on its investor interaction platform that it has not participated in the Xiaomi robot project [1]

Core Viewpoint - Xiaomi's automotive business is expected to achieve profitability in the third or fourth quarter of 2025, according to CEO Lei Jun's predictions during the investor conference [1][3]. Group 1: Automotive Business Developments - The newly launched Xiaomi YU7 is not priced at the rumored 235,900 yuan, with the official price to be confirmed one to two days before sales begin [2][7]. - Xiaomi is committed to not engaging in price wars and plans to develop its own automotive chips, with expectations of breaking even and achieving profitability in new business segments by the third or fourth quarter of 2025 [2][9]. - The YU7 has generated significant interest at the 2025 Guangdong-Hong Kong-Macao Greater Bay Area Auto Show, with long queues for static displays [4][6]. Group 2: Product Specifications and Market Position - The YU7 is positioned as a "luxury high-performance SUV," featuring a standard range of 835 km, a maximum power of 690 PS, and a 0-100 km/h acceleration time of 3.23 seconds [7]. - Xiaomi's investment in the YU7's intelligent driving research and development totals 3.5 billion yuan, indicating a strong commitment to innovation in the automotive sector [7]. - The SU7 model has already seen over 28,000 units delivered as of May 2025, and mass production of the YU7 is expected to begin in July [8]. Group 3: Industry Context and Competitive Strategy - Xiaomi's strategy aligns with industry leaders who advocate for competition based on technology and service rather than price, as highlighted by comments from executives of other automotive companies [10]. - The automotive industry in China is experiencing intense competition, with over 200 models participating in price reductions, which has led to declining profit margins [10].

Group 1 - The article highlights the rapid development and competition in the domestic technology innovation industry, particularly in robotics and AI healthcare, driven by major companies and supportive policies [1][2]. - The robotics theme is identified as having significant market potential, with various companies like Tesla, Xiaomi, and Huawei actively participating in this space [1][2]. - AI healthcare is gaining traction, with Huawei forming a dedicated team to develop AI-assisted diagnostic solutions, indicating a pivotal moment for AI technology in the medical field [1][2]. Group 2 - The article discusses the commercialization of domestic semiconductor equipment, particularly the laser-induced discharge plasma (LDP) EUV technology, which is seen as a cost-effective and energy-efficient method [2]. - The ongoing trend of domestic self-sufficiency in semiconductor technology is emphasized, with major players like ASML planning to establish a new center in Beijing by 2025 [2]. - Various technology themes such as AI applications, computing power, and mobile devices are analyzed for their market sustainability and investor interest, with robotics and AI healthcare being the most promising [3]. Group 3 - The article suggests that the current market environment favors a focus on technology stocks, particularly in AI and robotics, which are expected to outperform the market benchmark [6]. - The narrative around AI technology and its implications for the Chinese market is reinforced, indicating that the current developments are just the beginning of a larger trend expected to unfold by 2025 [6]. - The article encourages a strategic approach to investing in technology sectors, considering factors like market cycles, funding aesthetics, and the fundamental aspects of the companies involved [3].