AI智能总结
XIAOMI CORPORATION小 米 集 團 181081810 2 0 2 593 0 小米集團2025930342410 20259302024930 1. 20252025團1,13122.3%2025AIoT8411.6%AI290199.2%11380.9% 202543.30.5%9Omdia2202513.6%21202593741.78.2%2025930AIoTIoT101,035.520.2%2025108,796 20259152.1%2025235202593024,871 20259Xiaomi-MiMo-AudioICL (In-Context Learning)Xiaomi-MiMo-Audio(VL)(Audio)202511Xiaomi MilocoXiaomi LocalCopilotXiaomi MiMo-VL-Miloco++ 20258OS 3AIOS 3AIOS3 2025424.1%4.14,000–6,00018.9%5.6202595 202518,000500210300 2025290Xiaomi 17 Pro Max6,0006 202513086.7%715.434.1 2.AIoT 2025AIoT8411.6%9AIoT22.1%1.3 202546043.30.5%202516.7%6Omdia202513.6%1.50.517.9%16.9%0.51.20.920.9%16.7%12.6%20255768 20259Xiaomi17Xiaomi178OS 3Xiaomi 17 ProXiaomi 17 ProXiaomi 17 Pro MaxAI8Xiaomi 17Xiaomi 1530%Xiaomi 17 ProXiaomi 17 Pro Max80% 202510REDMI K90REDMI K90REDMI K90 Pro MaxREDMI K90 Pro Max2.1BoseBoseSound by Bose IoT 2025IoT2765.6%23.9%3.2 2025930AIoTIoT101,035.520.2%AIoT21.626.1%20259APP14.4%114.613.7%153.4 20259Pro10kgPro560L20251025700 Omdia202520259Xiaomi Pad 89,200mAh485g11.23.2KOS 3Xiaomi Pad 8 Omdia2025TWS9 20259410.8% 20259741.78.2%187.311.6%202591074.78.0% 20257217.4% 20253319.1%34.9% 3.AI 2025AI29028372025AI117 2025108,79620256Xiaomi YU7202510Xiaomi YU7SUV12 202593011940213209125 910111213 4. 202510MSCI ESGBBBA202220259CSA633814 202592025ESG 502025102025 20252024 20252024 20259302024930 202492522.3%20251,13120252024 AIoT AIoT20248281.6%202584120252024AIoT AIoT IoT (i) 20244753.1%2025460ASPASP20241,102.23.6%20251,062.8ASP20259Xiaomi 17ASP202443.10.5%202543.3 (ii) IoT IoT20242615.6%2025276IoT 20.4% 22.5% 15.7%ASP (iii) 20248510.8%202594 (iv) 2024852.6%202512 AI AI202497199.2%2025290 202495197.9%2025283ASP202439,790173.4%2025108,796ASP2024238,6509.0%2025260,053ASPXiaomi SU7 UltraXiaomi YU7 20242256.5%20257 202473618.4%202587220252024 AIoT 2024AIoT202565620252024AIoT (i) 20244192.5%2025409 (ii) IoT IoT20242071.3%2025210IoT (iii) 20241913.7%202522 (iv) 20241142.8%202516 AI AI202480169.1%2025216 202418937.4%2025259202420.4%202522.9% 20252024 AIoT AIoT202420.8%202522.1%20252024AIoT 202411.7%202511.1% IoT202420.8%202523.9% 202477.5%202576.9% AI AI202417.1%202525.5%Xiaomi SU7 Ultra20253 2025AI6715 20246052.1%202591AI 20246332.3%202583 20241821.6%202522AI 20241430.6%202518 2024520255520252024 202437.733.4%202525.1 20243202517 202450.0202512 2024820252 20241582.7%2025272025 202453129.5%2025123 20246380.9%2025113 20252025 20252025 20251,1602.4%20251,13120252025 AIoT AIoT202594711.2%202584120252025AIoT AIoT IoT (i) 20254551.0%2025460ASP202542.42.0%202543.3ASP20251,073.21.0%20251,062.820256REDMI K8020258REDMI Note 15ASPASP (ii) IoT IoT202538728.8%2025276 64.8% (iii) 2025913.1%202594 (iv) 20251411.3%202512 AI AI202521336.4%2025290 202520637.2%2025283ASP202581,30233.8%2025108,796ASP2025253,6622.5%2025260,053ASPXiaomi YU7 2025612.1%20257 20258993.0%202587220252025 AIoT AIoT202574211.7%202565620252025AIoT (i) 20254031.4%2025409 (ii) IoT IoT202530030.1%2025210IoT (iii) 2025202522 (iv) 2025177.3%202516 AI AI202515638.3%2025216 20252610.6%2025259202522.5%202522.9% 20252025 AIoT AIoT202521.6%202522.1%20252025AIoT 202511.5%202511.1% IoT202522.5%202523.9% 202575.4%202576.9% AI AI202526.4%202525.5%Xiaomi SU7 Ultra 2025AI6716 20257816.7%202591AIAIoT 2025786.8%202583 20251916.6%202522AI 20251613.6%202518 20253463.0%2025552025 202586.971.1%202525.1 20253202517 20258202512 20251020252 2025256.7%2025272025 20251193.2%2025123 20251084.4%2025113 (i)(ii)(iii)(iv)(v) 20252025202420252024 (1) (2) (3) (4) (5) 202012423.70Smart Mobile Holdings Limited1,000,000,000202012923.70Smart Mobile Holdings Limited1,000,000,0002020202012220201232020129 202532753.25Smart Mobile Holdings Limited800,000,000202533153.25Smart Mobile Holdings Limited800,000,000202520253252025331 20187202020252025930355172,367 2020429Xiaomi Best Time International Limited620303.375%203020204202020423202053 20201217Xiaomi Best Time International Limited36.74855202720272027202012220201232020121720201218 2025930202712,112,587BB 2021714XiaomiBest Time International Limited820312.875%2031420514.100%203120217620217820217142021715 20259302025630 (1)(1)(2)(3)(4)20252025222372025202533 20255562715099 202521311829 20253910996 2025930276 20259302025630 AIoTAI 1,550.51,670.13,830.73,198.4 2025930 20259304208622025182025930(i)2025930(ii)(iii)898 202593020259305% 2025 202593056,23153,662202593024,871 202593015,451202579 202593050 202593012 20259 30 20259 30 20259 30 20259 30 20259 30 1 2025930 34 202531820242024123120242025930 20242025930 2 AIoT IoT AI 20252024930 20252024930 (a) 202593020241231 20259302024123168,479,49060,905,9075,516,2411,603,77573,995,73162,509,682 AIoTAI 4 20252024930 5 (a) 20252024930 (b) 7 180 (a) (a)20259301,541,484,0004,709,784,00020241,467,728,0004,414,474,0001,483,333,0004,506,930,00020241,561,815,0004,126,353,000