大家晚上好！欢迎大家，今天是我的第6次年度演讲。去年3月，我们发布了小米汽车，小米成为首家横跨手机、汽车、家电三大领域的科技公司。今年5月，我们推出了玄戒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。 Good evening, everyone! Welcome to my sixth annual speech. In March last year, we launched Xiaomi EV, making Xiaomi the first technology company to span the three major fields of smartphones, automobiles, and home appliances. This May, we introduced the XRING O1 chip, making Xiaomi the first company in mainland China to release a flagship chip built on a 3 nm process.
在小米创办十五周年之际，小米在汽车和芯片领域连续两次重大突破，让很多人刮目相看，感觉小米好像一夜之间换了一家公司。 As Xiaomi marks its fifteenth anniversary, our successive breakthroughs in automobiles and chips have made many people see us in a new light. It may seem as if Xiaomi became a different company overnight.
其实，这些改变，都来自五年前那次触及灵魂深处的大反思。 In fact, all these changes began with a profound period of reflection five years ago.
01 大反思 01 A Profound Reflection
1.1 痛苦与焦虑 1.1 Pain and Anxiety
五年前，2020年，小米迎来了自己的十周年。那时的我们，上市已经两年，年营收也突破2000亿，成功跻身“世界500强”。在很多人眼中，小米已经非常成功了。但我内心，却充满着难以言说的焦虑。 Five years ago, in 2020, Xiaomi celebrated its tenth anniversary. We had been publicly listed for two years, our annual revenue had surpassed RMB 200 billion, and we had entered the Fortune Global 500. In the eyes of many, Xiaomi was already highly successful. Yet deep down, I was filled with an anxiety that was hard to put into words.
我们所处的行业，苹果、三星、华为如同几座无法逾越的大山，几乎看不到赶超的希望。是躺平认命，还是继续打拼？ In our industry, Apple, Samsung, and Huawei loomed like mountains we could never cross, and there seemed to be almost no hope of catching up. Should we resign ourselves to our fate, or keep fighting?
创业十年，团队中很多人都累了，想停下来歇一歇。这点我完全理解，其实我自己也很累。可下一个十年，竞争只会更激烈，还有多少人愿意继续与我并肩作战呢？ After a decade of entrepreneurship, many people on the team were exhausted and wanted to stop for a rest. I completely understood. I was tired too. But competition would only intensify over the next decade. How many people would still be willing to fight alongside me?
更让人疲惫的是，网上充斥着各种质疑、批评，甚至是攻击。不少人对小米有偏见，固执地认为，“小米就是一家组装厂”，“小米没啥技术，就是东西便宜”，“小米只会营销，肯定走不远”等等。那段时间，我陷入了严重的内耗。 Even more exhausting was the flood of doubt, criticism, and even attacks online. Many people were prejudiced against Xiaomi and stubbornly believed that "Xiaomi is merely an assembly plant," "Xiaomi has no real technology; its products are simply cheap," or "Xiaomi only knows marketing and will never go far." During that period, I was consumed by inner conflict.
挣扎许久后，我下决心直面所有问题，找到破局之路，逆天改命。 After struggling for a long time, I resolved to face every problem head-on, find a way through, and rewrite our destiny.
起初，我并不知道如何解决这些问题。但幸运的是，我小时候学过围棋，学会了一种非常有效的办法，那就是：复盘。 At first, I did not know how to solve these problems. Fortunately, I had learned Go as a child, and with it a very effective method: reviewing the game.
复盘就是回答三个关键问题：“做对了什么？做错了什么？重来一遍，该怎么做？”这三个问题搞明白了，未来的路该怎么走，方向就清楚了。 A review means answering three key questions: "What did we do right? What did we do wrong? If we could start over, what would we do?" Once these questions are clear, the direction of the road ahead becomes clear as well.
于是，我们开始了漫长而深入的复盘。每次复盘会，我们找七八个人放开聊，常常一聊就是四五个小时。这样的会开了四五十次，持续了半年时间。 So we began a long and searching review. At each session, seven or eight of us would speak openly, often for four or five hours at a time. We held forty or fifty such meetings over the course of six months.
1.2 小米往哪里去？ 1.2 Where Should Xiaomi Go?
小米创办的初心就是用互联网技术和方法做制造。经过这半年的复盘，我们坚定了下个阶段的发展道路：持续投入底层核心技术，从互联网公司走向“硬核科技公司”。并计划在未来5年里，在核心技术的研发上，投入1000亿元。 Xiaomi was founded to apply internet technology and methods to manufacturing. After six months of review, we became certain of our path for the next stage: invest continuously in foundational core technologies and transform from an internet company into a hardcore technology company. We also planned to invest RMB 100 billion in core technology research and development over the following five years.
要知道，2019年我们全年研发投入仅75亿，“五年千亿”，对我们来说是一个巨大的数字。 Bear in mind that our total R&D investment in 2019 was only RMB 7.5 billion. For us, "RMB 100 billion over five years" was an enormous figure.
从这一刻起，小米的基因开始重塑，“技术为本”成为我们永不更改的铁律，“重新创业”的热情被完全点燃了。 From that moment, Xiaomi began to reshape its DNA. "Technology is our foundation" became an iron rule we would never change, and our passion for starting the business anew was fully reignited.
1.3 重塑团队 1.3 Reshaping the Team
随后五年，我们用创业的决心引进了大量人才，并重塑了核心管理团队。这个巨大改变，从我们高管团队的名单中就可以看出： Over the next five years, we recruited a great many talented people with the resolve of a startup and reshaped our core management team. This immense change is clear from the list of our senior executives:
首先，联合创始人中还有两位，林斌和刘德，与我继续打拼。 First, two co-founders, Lin Bin and Liu De, remained to continue the fight with me.
我们积极引进外部顶尖人才，包括卢伟冰、曾学忠、王晓雁、林世伟、刘伟等一批高管。他们当中，有的直接空降高管，有的作为中层引进，一步一步成长为高管。这些引进的高管为小米的发展做出了重大贡献。 We actively recruited top talent from outside, including senior executives such as Lu Weibing, Zeng Xuezhong, Wang Xiaoyan, Lin Shiwei, and Liu Wei. Some joined directly as executives, while others entered as middle managers and grew step by step into executive roles. These externally recruited leaders have made major contributions to Xiaomi's development.
同时，我们高度重视内部培养，提拔了朱丹、屈恒、许斐、张剑慧等一批年轻高管。他们都是小米最早期员工，历经十多年磨砺，逐步成长为新一代领军人物，进入了核心管理层。 At the same time, we placed great emphasis on developing people internally and promoted a group of young executives, including Zhu Dan, Qu Heng, Xu Fei, and Zhang Jianhui. All of them were among Xiaomi's earliest employees. After more than a decade of experience, they gradually grew into a new generation of leaders and joined the core management team.
比如，工号54的朱丹，是小米最早期的工程师之一。如今的芯片业务就是由他负责组建的，玄戒O1也是他带队攻克获得了成功。 Take Zhu Dan, employee number 54, one of Xiaomi's earliest engineers. Today he is responsible for building our chip business, and he led the team that overcame the challenges behind the successful XRING O1.
02 芯片之旅 02 The Chip Journey
说到玄戒O1，很多朋友感到非常意外：小米怎么“突然”做出了这么厉害的芯片？芯片发布前，我们从未对外透露过，在内部也鲜有人知。接下来，我们说说芯片业务的来龙去脉。 Speaking of XRING O1, many people were surprised: how did Xiaomi "suddenly" make such a powerful chip? Before its launch, we had never disclosed it publicly, and few people inside the company knew about it. Next, let me explain how our chip business came about.
2.1 松果电子 2.1 Pinecone Electronics
小米一直有一个“芯片梦”。 Xiaomi has always had a dream of making chips.
十一年前，2014年9月，刚刚创业四年多的小米，全资成立了松果电子，毅然开始自研手机芯片。 Eleven years ago, in September 2014, when Xiaomi had been in business for just over four years, we established the wholly owned Pinecone Electronics and resolutely began developing smartphone chips in-house.
经过三年努力，2017年，“小米澎湃S1”正式发布，搭载在一款中端机上，当年就卖了60万台。这个开局看上去非常不错，但我心里清楚，松果之路其实走不下去了。 After three years of effort, the Xiaomi Surge S1 was officially released in 2017 and used in a midrange phone that sold 600,000 units that year. It looked like a very promising start, but I knew that Pinecone had reached a dead end.
2018年，我们做了一个艰难的决定：停掉了手机SoC芯片的研发，队伍缩编，继续做一些小芯片，算是保留了一点火种。 In 2018, we made a difficult decision: we stopped developing smartphone SoCs, reduced the team, and continued making several smaller chips, preserving at least a small spark.
五年前那次复盘，聊到芯片话题，大家都心有余悸。要解开心结，就必须搞清楚松果到底输在哪里。我们花了很长时间研讨。 When chips came up during our review five years ago, everyone was still haunted by what had happened. To resolve that knot in our hearts, we had to understand exactly why Pinecone had failed. We spent a long time examining it.
首先，切入点选错了。一个反直觉的关键结论：自研手机SoC，做中低端，完全没机会；只有做最高端，才有一线生机。这里面的原因很复杂，我就不展开讲了。当年苹果、华为也是这样突破的。 First, we had chosen the wrong entry point. We reached a crucial, counterintuitive conclusion: there was no chance at all in developing low- or midrange smartphone SoCs in-house; only the very high end offered even a slim chance of survival. The reasons are complicated, so I will not go into them here. Apple and Huawei also broke through in this way.
另外，自研芯片还需要手机团队的全力支持。大家想想看，手机团队为什么放着成熟的芯片不用，却要承担巨大的风险呢？如果没有完全一致的目标，和荣辱与共的决心，这事肯定干不成。而当时的松果，在管理上相对独立，跟手机团队的协同非常困难。我经常亲自协调，但依然很难解决。 In-house chip development also requires the smartphone team's full support. Think about it: why would the phone team stop using mature chips and take on enormous risk instead? Without perfectly aligned goals and a determination to share both honor and hardship, it simply cannot work. Pinecone was relatively independent in its management at the time, making coordination with the phone team extremely difficult. I often stepped in personally, but even then it was hard to resolve.
这样，松果的失败，就成了必然。 Pinecone's failure thus became inevitable.
2.2 艰难的决策 2.2 A Difficult Decision
但芯片，我们始终是绕不过去的。全球顶尖的科技巨头，最终几乎都成了芯片巨头。 Yet chips were something we could never avoid. Almost every leading global technology giant ultimately became a chip giant as well.
我内心非常清楚，芯片是小米成功的必由之路。但如今造芯的复杂度，已经远超十年前。比如，自研手机SoC，至少要花十年时间、至少投入五百亿。花这么多钱和这么多时间，就一定能成功吗？假如不成，我们怎么办？整个讨论过程持续了半年多，大家心里没底，一直下不了决心。 I knew very clearly that chips were an essential path to Xiaomi's success. But making chips had become far more complex than it was ten years earlier. Developing a smartphone SoC in-house, for example, would take at least ten years and require an investment of at least RMB 50 billion. Would spending that much money and time guarantee success? What would we do if it failed? The discussion lasted more than six months. No one felt certain, and we could not bring ourselves to decide.
后来，我鼓励大家，“芯片，我们不干肯定输；不试试，怎么就知道我们小米就干不成呢？” Later, I encouraged everyone: "If we do not make chips, we are certain to lose. If we do not try, how can we know that Xiaomi cannot succeed?"
最后，2021年初，新一轮的芯片之旅，重新开始了。 Finally, at the beginning of 2021, a new chip journey began.
松果失败的阴影，依然笼罩在很多人心中。我们见到每位合作伙伴，都需要拼命解释，对方才能理解。费尽了周折，我们才终于重新组建了团队。 The shadow of Pinecone's failure still hung over many people. Whenever we met a potential partner, we had to explain ourselves at great length before they could understand. Only after overcoming many obstacles were we finally able to rebuild the team.
2.3 绝不动摇 2.3 Never Waver
项目进入第二年，我们遇到了更大的困难。当时，小米业务受国际经济形势和地缘政治的影响，业务出现大幅滑坡，营收骤降15%，这是小米史上第一次。 In the project's second year, we encountered even greater difficulties. Xiaomi's business was hit by the international economic environment and geopolitical conditions. Revenue plunged by 15 percent, the first such decline in Xiaomi's history.
而此时，我们压力巨大，我们正同时供着“两个孩子上大学”——造车、芯片，每个都是五六百亿投入的大项目，这个压力令人窒息。 At the same time, we were under enormous pressure because we were "putting two children through college" at once: cars and chips, each a major project requiring an investment of RMB 50 or 60 billion. The pressure was suffocating.
“继续干芯片，会不会把公司拖垮？”团队里逐渐出现了一些质疑的声音，内部士气有些动摇。 "Could continuing with chips bring the entire company down?" Doubts gradually emerged within the team, and morale began to waver.
2022年5月，我组织高管会认真讨论，现场气氛非常凝重，大家心里都清楚：如果这次放弃，小米将永远与芯片无缘了，市场也不会再给我们机会。最后，有位高管坦言：这笔账，从商业角度看，此时此刻根本算不清，只能靠创始人来判断了。我没有丝毫迟疑，当即问大家：假如现在放弃，十年后，我们会为公司账上多出几百亿而庆幸，还是为小米这家公司永远失去芯片业务而后悔？ In May 2022, I convened a meeting of our senior executives for a serious discussion. The atmosphere was extremely grave. Everyone understood that if we gave up this time, Xiaomi would lose its chance to make chips forever, and the market would never give us another opportunity. Finally, one executive spoke frankly: from a business perspective, the numbers simply could not be worked out at that moment; only the founder could make the call. Without the slightest hesitation, I asked everyone: if we give up now, ten years from today will we be grateful that the company has a few hundred billion more yuan on its books, or will we regret that Xiaomi lost its chip business forever?
我明确表达了自己的观点：我支持干。这笔投入绝对是值得的，退一万步，哪怕最后没有成功，也将为我们培养出一支强大的芯片研发队伍，彻底改变小米这家公司的质地。 I stated my view clearly: I supported going forward. The investment was absolutely worthwhile. Even in the worst case, if we ultimately failed, it would still develop a formidable chip R&D team and fundamentally transform the character of Xiaomi as a company.
经过充分的讨论，大家坚定了信心。 After a thorough discussion, everyone renewed their resolve.
项目进入第三年，2023年5月，中国芯片行业突发了一场地震，一家同行没有任何预兆，三千多人的芯片团队就解散了。我的手机瞬间被电话和信息挤爆，很多人来问，“小米芯片部门会不会关闭？” In May 2023, the project's third year, an earthquake suddenly struck China's chip industry: without any warning, a peer company dissolved its chip team of more than 3,000 people. My phone was instantly flooded with calls and messages. Many people asked, "Will Xiaomi shut down its chip division?"
当时，我也有点懵，不知道发生了什么。我们深知干大芯片非常难，确实是九死一生。但我们已经输过一次，这次，咬牙也要坚持！ At the time, I was also stunned and did not know what had happened. We knew full well how hard it was to develop major chips and that the odds were overwhelmingly against us. But we had already lost once. This time, we would grit our teeth and keep going.
为了稳定军心，我马上安排了芯片团队全员会。那时谣言满天飞，会议通知刚发出，同事们吓了一跳，以为我们也要解散了。我们芯片负责人朱丹，在会上传达了公司的决定后，大家长舒一口气，下定决心，一定要把芯片干成！ To steady the team, I immediately arranged an all-hands meeting for the chip division. Rumors were flying everywhere. When the meeting notice went out, our colleagues were startled and thought we were about to dissolve the team too. At the meeting, Zhu Dan, the head of our chip business, conveyed the company's decision. Everyone breathed a sigh of relief and resolved to make the chip a success.
2.4 回片成功 2.4 First Silicon Success
2024年初，芯片按计划投片了。我们的芯片采用了最先进3nm工艺制程，仅投片费就超过了两千万美元。 At the beginning of 2024, the chip was taped out as planned. It used the most advanced 3 nm process, and the tape-out alone cost more than US$20 million.
去年5月22号，第一批芯片回来了。大家非常激动，集体到机场去迎接。这么珍贵的芯片，大家就装在一个五毛钱纸袋里，拎回了实验室。 On May 22 last year, the first batch of chips arrived. Everyone was so excited that they went to the airport together to receive them. These immensely valuable chips were carried back to the laboratory in a paper bag worth just a few cents.
那天，我正在外地出差，每过几分钟就看一下群里的信息，焦急等待测试的结果。假如不成功，不仅仅这两千多万美元投片费就打水漂了，整个项目都会推迟六个月。 I was away on a business trip that day. Every few minutes, I checked the group chat, anxiously awaiting the test results. If the chip failed, not only would the tape-out fee of more than US$20 million be lost, but the entire project would also be delayed by six months.
当晚9点，系统终于点亮了。 At 9 p.m. that night, the system finally booted up.
第二天一大早，我在外地接到了朱丹用玄戒O1打来的电话。 Early the next morning, while still away, I received a call from Zhu Dan made on a phone powered by XRING O1.
这意味着，所有模块都调通了，那一刻，百感交集……这些复杂的3nm旗舰芯片，一次投片就成功了，真心了不起。我们工程师确实非常牛！ That meant every module was working. At that moment, I was overwhelmed with emotion. A flagship 3 nm chip of such complexity had succeeded on its very first tape-out. It was truly remarkable. Our engineers really were exceptional.
2.5 玄戒发布 2.5 The Launch of XRING
一年后，今年5月22日，玄戒O1和搭载这颗芯片的手机平板正式发布了。 One year later, on May 22 this year, XRING O1 and the phones and tablets powered by it were officially released.
谁也没有想到，小米第一款旗舰SoC，表现如此出色，达到了第一阵营的水平。 No one had expected Xiaomi's first flagship SoC to perform so well and reach the level of the industry's top tier.
搭载玄戒O1的小米15S Pro，已经上市4个月，媒体和用户给出了非常不错的评价。 The Xiaomi 15S Pro powered by XRING O1 has been on the market for four months, and both the media and users have given it very positive reviews.
玄戒的路才刚刚开始，谈成功还为时过早，但我们肯定会继续坚持下去。回顾玄戒O1项目，失败本身不可怕，正视自己内心的恐惧，才是关键。对我们来说，难的不仅仅是技术，更难的是，经历松果惨败后，如何克服内心的恐惧，如何鼓起勇气重新开始干。 The road for XRING has only just begun, and it is far too early to speak of success, but we will certainly persevere. Looking back on the XRING O1 project, failure itself is not frightening. The key is to confront the fear within us. For us, the challenge was more than technical. Even harder was learning, after Pinecone's crushing defeat, how to overcome our fear and find the courage to start again.
最后分享一个细节。项目启动时，我建议继续叫松果，本想着，在哪里摔倒，就在哪里爬起来。但大家坚决不同意。后来，我们取了一个新的名字——“玄戒”，代表了一个庄重的承诺：小米造芯，这一次，我们是认真的。 Let me end this part with one detail. When the project began, I suggested keeping the name Pinecone. I thought we should get back up where we had fallen. But everyone firmly disagreed. Later, we chose a new name: XRING. It represents a solemn promise that this time, Xiaomi is serious about making chips.
03 征战纽北 03 The Battle at the Nurburgring
接下来，我们聊聊小米汽车。 Next, let us talk about Xiaomi EV.
今年6月，小米宣布SU7 Ultra原型车在纽北官方圈速榜总榜上排名第三，量产车位列全球量产电动车榜首。这个消息迅速震撼了全球汽车工业。很多人都好奇，小米一家手机公司造车，一个汽车行业的新兵，咋就这么生猛呢？ This June, Xiaomi announced that the SU7 Ultra prototype ranked third overall on the Nurburgring's official lap-time rankings, while the production model topped the global ranking for production electric vehicles. The news quickly sent shock waves through the global automotive industry. Many people wondered how Xiaomi, a smartphone company and a newcomer to automobiles, could be so formidable.
故事要从四年前讲起。 The story begins four years ago.
3.1 阿灿的故事 3.1 The Story of A-Can
米粉朋友们都熟悉一个人——阿灿，他是小米汽车首席测试车手、动态性能工程负责人。 Xiaomi fans all know A-Can, Xiaomi EV's chief test driver and head of dynamic performance engineering.
他出生在浙江诸暨，他老家边上有个修车厂，他的童年就在这个修车厂里度过。大学时候，天天泡在汽车论坛当版主。大学毕业后，成为了一名汽车底盘工程师。为了把底盘做好，他开始苦练赛车，居然还拿了好几个赛车冠军。他对造车的痴迷，可见一斑。 He was born in Zhuji, Zhejiang. There was a repair shop near his family home, and he spent his childhood there. At university, he spent every day on automotive forums and served as a moderator. After graduating, he became a chassis engineer. To improve his chassis work, he began training intensely as a racing driver and even won several racing championships. That tells you just how obsessed he was with building cars.
4年前，小米宣布造车时，满屏的弹幕都是“干翻特斯拉”。 Four years ago, when Xiaomi announced that it would make cars, the screen filled with comments saying, "Take down Tesla!"
他的一位同事准备加入，他马上问：“能不能带我一起去？”为了表达决心，他甚至说，“小米在哪造车，我就举家搬到哪里”。 When one of his colleagues prepared to join, A-Can immediately asked, "Can you take me with you?" To show his determination, he even said, "Wherever Xiaomi builds cars, I will move my whole family there."
就这样，小米聚集了一大群热爱汽车、野心勃勃的工程师，他们都渴望干出点惊天动地的大事情。 In this way, Xiaomi brought together a large group of ambitious engineers who loved cars and longed to accomplish something earth-shaking.
3.2 Ultra立项 3.2 Launching the Ultra Project
这么多优秀的工程师聚在一起，能整出点什么事情呢？2021年9月，小米汽车首次全员会，就宣布了一个宏大计划：对标保时捷和特斯拉，打造全球最强的纯电性能车。 What could so many outstanding engineers accomplish together? In September 2021, at Xiaomi EV's first all-hands meeting, we announced an ambitious plan: benchmark Porsche and Tesla and build the world's most powerful high-performance pure electric car.
一开始造车，就敢提出这样夸张的目标，真是“初生牛犊不怕虎”。当然，做全球最强，困难非常多，比如，当时市场上没有合适的高功率电机，我们就横下心来，自己组建团队自己干，这就是后来的小米V8s超级电机，甚至连生产都是自己干的。 To set such an audacious goal at the very start of building cars was truly the fearlessness of the young. Of course, becoming the world's best involved many difficulties. At the time, for example, there was no suitable high-power electric motor on the market. So we made up our minds to assemble our own team and build one ourselves. That later became the Xiaomi V8s HyperEngine, and we even handled its production ourselves.
经过几个月论证，12月，Ultra项目正式立项。 After several months of evaluation, the Ultra project was officially launched in December.
然而，春节刚过，项目又被取消了…… Yet just after the Spring Festival, the project was canceled again.
不知大家是否还记得？2022年春节后，我们开了长达21天的会议。当时，SU7开发到了最关键的阶段，而且，我们刚开始造车，能力和资源严重不足，为了确保SU7成功，我们只能忍痛把Ultra项目先砍掉。大家都挺沮丧的。 Some of you may remember that after the 2022 Spring Festival, we held meetings for twenty-one straight days. SU7 development had reached its most critical stage, and because we were new to building cars, our capabilities and resources were severely limited. To ensure the SU7's success, we had no choice but to cut the Ultra project for the time being. Everyone was deeply disappointed.
谁也没想到，到了5月，Ultra项目又被“捞”了回来。 No one expected the Ultra project to be rescued in May.
那次会议，我们在线上开的，也开了好几天。为了活跃会议气氛，我给每位同事寄了瓶红酒。有位工程师举着酒杯提议：“保时捷是我们心中的神，我们能不能造辆车，在纽北赛道上直接挑战呢？”这个想法瞬间点燃全场。 That meeting was held online and also lasted several days. To liven things up, I sent every colleague a bottle of red wine. One engineer raised his glass and proposed, "Porsche is the god in our hearts. Could we build a car and challenge it directly on the Nurburgring?" The idea instantly electrified everyone.
开着亲手打造的车，在纽北赛道上驰骋，超越保时捷。这就是很多汽车工程师们的终极梦想。 To drive a car they had built with their own hands around the Nurburgring and surpass Porsche is the ultimate dream of many automotive engineers.
当时SU7项目已经取得了突破进展，压力没有几个月前那么大，大家决定咬牙重启Ultra项目。 By then, the SU7 project had made major progress, and the pressure was lower than it had been a few months earlier. Everyone decided to grit their teeth and restart the Ultra project.
消息一公布，工程团队沸腾了，阿灿更是激动得跳了起来。Ultra就是一群工程师的追梦之旅，大家热火朝天干起来了。 When the news was announced, the engineering team erupted with excitement, and A-Can was so thrilled that he jumped into the air. Ultra was a journey in pursuit of a dream for a group of engineers, and everyone threw themselves into the work.
3.3 挑战纽北 3.3 Taking on the Nurburgring
然而，困难接踵而至，我说一个大家最想不到的难题。 Yet one difficulty followed another. Let me tell you about the obstacle you would least expect.
2023年8月，我们首次联系纽北官方，对方很快回复了，之后再无音讯。我们连发20封邮件，如石沉大海。直到三个多月后的圣诞节前夕，才收到第二封邮件，终于答应接待我们。 In August 2023, we contacted Nurburgring officials for the first time. They replied quickly, but then we heard nothing more. We sent twenty emails into the void. Only on the eve of Christmas, more than three months later, did we receive a second email agreeing at last to meet with us.
2024年元旦刚过，项目组同事立即赶到了纽北，当时大雪纷飞。 Just after New Year's Day in 2024, our project team immediately traveled to the Nurburgring, where heavy snow was falling.
见面后，对方问的第一个问题：“一家中国手机厂商，为什么要来纽北？” When we met, their first question was, "Why does a Chinese smartphone manufacturer want to come to the Nurburgring?"
我们详细介绍了Ultra的方案，这份雄心打动了他们。 We presented the Ultra plan in detail, and our ambition won them over.
尽管小米刚刚造车，尽管赛道档期非常紧张，纽北官方仍为我们尽力争取，在纽北测试的同行们也给了很大的支持，最后排到10月初。为了保证有足够的时间，我们定了连续两天的包场，就是10月9日和10日。 Although Xiaomi had only just begun making cars and the circuit's schedule was extremely tight, Nurburgring officials did their utmost to find us a slot, and other automakers testing there also gave us tremendous support. We were finally scheduled for early October. To make sure we had enough time, we reserved the entire track for two consecutive days, October 9 and 10.
我们做好了所有的准备，期待Ultra的精彩表现。没想到，10月9日那天，全天下雨。看天气预报，第二天还有机会。同事们兴致很高，仍然在互相打气。 We completed every preparation and looked forward to an outstanding Ultra performance. Unexpectedly, it rained all day on October 9. The forecast still offered hope for the next day, and our colleagues remained enthusiastic and continued encouraging one another.
为了见证这个重要的时刻，10月10日一大早，我就赶到了纽北，从早晨7点开始就守在赛道边。结果，看了一天雨…… To witness this important moment, I arrived at the Nurburgring early on October 10 and waited beside the track from seven in the morning. In the end, I spent the entire day watching the rain.
后来的故事大家都知道了，一波五折，10月28日，我们终于获得了10分钟的机会，只能跑一圈。正是这一圈，Ultra原型车创下纪录，让世界首次见证了小米汽车的实力。 Everyone knows what happened next. After many twists and turns, on October 28 we finally received a ten-minute window, enough for only one lap. On that single lap, the Ultra prototype set a record and showed the world the strength of Xiaomi EV for the first time.
Ultra，让我真心感慨，只有发自内心的热爱，百折不挠的坚持，才能创造奇迹，如果不是工程师们发自内心的热爱和向往，如果不是我们始终坚持不肯放弃，就绝无可能诞生这样的传奇。 Ultra made me realize something deeply: only heartfelt passion and unyielding perseverance can create a miracle. Without the engineers' genuine love and aspiration, and without our refusal to give up, this legend could never have come into being.
今年4月1号，Ultra量产版正式冲击纽北。这一次，天气不错，我们只用了四圈，就留下了两项震撼人心的成绩。 On April 1 this year, the production Ultra officially took on the Nurburgring. This time the weather was good, and in just four laps we recorded two breathtaking results.
回顾Ultra这三年的历程，经过了太多的波折，但最后的结果远超了大家的想象。网上有句话，我非常喜欢，分享给大家，“你只管努力，其他的，交给天意。” Looking back on Ultra's three-year journey, we encountered far too many twists and turns, but the final result exceeded everyone's imagination. There is a saying online that I like very much, and I would like to share it with you: "Just keep working hard and leave the rest to fate."
唯一遗憾的是阿灿。去年10月，为了确保成功，他把唯一一圈的机会让给纽北本地车手David。今年也很遗憾，他个人没有跑出理想的个人圈速。大家知道，在纽北官方圈速榜上，还没有任何中国车手的名字。但他相信，终有一天，他会在纽北官方圈速榜上写下自己的名字。 My only regret concerns A-Can. Last October, to ensure success, he gave the only lap opportunity to David, a local Nurburgring driver. This year, unfortunately, he again failed to achieve his ideal personal lap time. As you know, no Chinese driver's name has yet appeared on the Nurburgring's official lap-time rankings. But he believes that one day, he will put his own name there.
凭实力赢得尊重，小米在纽北的一系列成绩，正悄然改变全球汽车工业对中国汽车的印象。 By earning respect through genuine ability, Xiaomi's achievements at the Nurburgring are quietly changing the global automotive industry's perception of Chinese cars.
小米SU7系列，首战就获得了令人瞩目的成绩，成为近一年20万以上最畅销轿车，所有车型销量第八，并登顶保值率榜首。 The Xiaomi SU7 series achieved remarkable results on its very first outing. It has become the bestselling sedan priced above RMB 200,000 over the past year, ranks eighth in sales among all vehicle models, and tops the resale value rankings.
04 再次突破 04 Breaking Through Again
小米YU7今年6月发布，创造了更惊人的成绩：3分钟大定超过20万辆。这个数字震撼了整个汽车工业，甚至因太过惊人，引来不少质疑。于是我们在第二天下午4点直接公布了锁单数据：18个小时内锁单24万台。小米汽车为啥能够再次获得巨大的成功呢？我们说说小米YU7背后的故事。 The Xiaomi YU7 was released this June and achieved even more astonishing results: more than 200,000 firm orders in three minutes. The figure shocked the entire automotive industry and was so extraordinary that it even drew skepticism. So at 4 p.m. the next day, we released the number of locked-in orders directly: 240,000 in eighteen hours. How did Xiaomi EV achieve another enormous success? Let me tell you the story behind the Xiaomi YU7.
4.1 最后的底牌 4.1 The Last Card in Our Hand
很多人可能不知道，YU7项目刚开始，就背负着巨大的压力。 Many people may not know that the YU7 project carried immense pressure from the very beginning.
那是2022年的夏天，SU7开发最关键的阶段。SU7是一款纯电轿车，几乎所有人都不看好。除了特斯拉，从来还没有纯电轿车能卖得动。假如SU7不成功，YU7就是我们最后的底牌，它必须承担起“力挽狂澜”的使命。 It was the summer of 2022, at the most critical stage of SU7 development. The SU7 was a pure electric sedan, and almost no one believed in it. Apart from Tesla, pure electric sedans had never sold well. If the SU7 failed, the YU7 would be the last card in our hand, and it would have to turn the tide.
4.2 做一辆怎样的SUV？ 4.2 What Kind of SUV Should We Build?
那时候，正值理想L9发布，“彩电、冰箱、大沙发”的设计获得了现象级成功，理想开创了大空间增程SUV的新赛道。不少车厂摸着理想过河，也都取得了不错的反响。 At the time, the Li Auto L9 had just been released. Its "TV, refrigerator, and big sofa" design became a phenomenal success, and Li Auto created a new category of large, range-extended SUVs. Many automakers followed Li Auto's example and also received a good market response.
YU7，作为小米汽车最后的底牌，该怎么做呢？是走自己的路，还是和大家一样“抄作业”？ As Xiaomi EV's last card, what should the YU7 become? Should we take our own path, or copy everyone else's homework?
这可能是小米汽车至今最激烈的争论。会议室里，火药味很浓，大家不得不制定了一条“君子协定”：实在吵不下去了，就相互“拉黑24小时”，冷静一天后，再接着吵。吵着吵着，我们观点就清楚了：理想这类大空间SUV，各家车企一哄而上，很快就会有几十款上市，市场竞争会非常激烈；而且，多孩家庭也没那么多，市场需求的总量是有限的。我们也做一辆同样的车，肯定没前途。 This may have been the most heated debate in Xiaomi EV's history. The atmosphere in the meeting room was explosive, and everyone had to agree on a gentleman's rule: when the argument became impossible to continue, we would block one another for twenty-four hours, cool down for a day, and then resume. As the debates continued, our view became clear. Automakers were rushing into the market for large SUVs like Li Auto's, and dozens of models would soon be launched, making competition extremely fierce. Moreover, there are only so many families with several children, so total market demand is limited. If we built the same kind of car, it would have no future.
而且，我们和大量用户交流后发现，哪怕他们选择SUV，大多数时候，仍然是一个人开。 After speaking with a great many users, we also discovered that even when they chose an SUV, most of the time they still drove alone.
于是，我们有了一个大胆的想法：走一条不同的路，为驾驶者设计一辆好看好开的SUV，同时兼顾家庭日常使用。这就是运动型SUV。 So we had a bold idea: take a different path and design an attractive, enjoyable SUV for the driver that could also serve a family's everyday needs. That meant a sporty SUV.
论证过程中，有同事还是非常担心：国内市场这么卷，SUV不拼超大空间，真的卖得动吗？ During the evaluation, some colleagues remained deeply concerned: in such a fiercely competitive domestic market, could an SUV really sell without competing on oversized interior space?
研发团队用详细方案证明，小米YU7内部空间绝对不亚于Model Y，这说明空间肯定是够用的。 The R&D team demonstrated through a detailed proposal that the Xiaomi YU7's interior space was every bit as good as the Model Y's, which meant it would certainly be spacious enough.
就这样，小米YU7，一款不一样的SUV，正式立项了。 And so the Xiaomi YU7, a different kind of SUV, was officially launched as a project.
4.3 “最强标准版”的来历 4.3 The Origin of the "Most Powerful Standard Version"
从第一天开始，小米YU7就带着破釜沉舟的决心，投入巨大，力求把每个细节做到完美。 From the very first day, the Xiaomi YU7 carried the resolve to burn the boats behind us. We invested heavily and strove to perfect every detail.
我举一个例子，原来规划的标准版，续航620公里，对纯电SUV来说，已经非常不错，也比Model Y好不少。 Let me give you one example. The standard version was originally planned with a range of 620 kilometers, already very good for a pure electric SUV and considerably better than the Model Y.
但去年年底，几次长途实测，我还是觉得不太够。很多人买SUV就是为了长途旅行，我们如何才能消除用户的里程焦虑呢？想大改已经来不及了。 But after several long-distance road tests at the end of last year, I still felt it was not quite enough. Many people buy SUVs for long trips. How could we eliminate their range anxiety? It was already too late for a major redesign.
后来想了一个最简单直接的办法，砍掉620公里的版本，把835公里长续航Pro版换个名字，就叫“标准版”。 Later, we came up with the simplest and most direct solution: eliminate the 620-kilometer version, rename the Pro version with its 835-kilometer long range, and call it the "standard version."
这相当于续航增加了200多公里，但定价不变。和Model Y一比，竞争力实在是太强了。方案一提出，负责采购的同事们差点“哭晕在厕所”。 That effectively added more than 200 kilometers of range without changing the price. Compared with the Model Y, it was extraordinarily competitive. When the proposal was made, our procurement colleagues nearly "fainted crying in the restroom."
就这样，“最强标准版”登场了。小米YU7发布会上，我反复强调：这个标准版不是入门版、不是丐版、更不是阉割版，相当于别家的Pro版、Max版。这真不是吹牛，这个标准版确实是我们以前规划的长续航Pro版。 And so the "most powerful standard version" made its debut. At the Xiaomi YU7 launch, I stressed repeatedly that this standard version was not an entry-level, stripped-down, or compromised model. It was equivalent to other companies' Pro or Max versions. That was no exaggeration. This standard version really was the long-range Pro version we had originally planned.
4.4 写给用户的情书 4.4 A Love Letter to Our Users
小米SU7发布会前，我请教了很多媒体朋友，他们几乎都不看好。这次小米YU7，我又问了媒体朋友们的意见，他们都非常看好。反而，我压力更大了。 Before the Xiaomi SU7 launch, I asked many friends in the media for their opinions, and almost none of them were optimistic. This time, when I asked them about the Xiaomi YU7, they were all very optimistic. That only put me under even greater pressure.
这款“不一样”的SUV，真的能被大家接受吗？ Would people truly accept this "different" SUV?
我们内心依然有点忐忑，但我坚信，我们为YU7倾注的无数心血，一定会赢得很多人的共鸣。 We still felt somewhat uncertain, but I firmly believed that the countless hours of dedication we had poured into the YU7 would resonate with many people.
我在小米YU7发布会结尾时说：“YU7为谁设计的？是为那些无法容忍平庸的人，那些始终走在时代前列的人。也是为那些双肩扛着责任、内心仍有远方的人；那些清晨送孩子上学、顺路也给自己买束花的妈妈；那些周末带着全家去露营、也在后备箱中为自己留一套钓具的爸爸。那些在柴米油盐的烟火气中、内心仍有星辰大海的人。” At the end of the Xiaomi YU7 launch, I said: "Who was the YU7 designed for? For those who cannot tolerate mediocrity and those who always walk at the forefront of their time. It is also for those who carry responsibility on their shoulders yet still hold distant dreams in their hearts; for mothers who take their children to school in the morning and buy themselves a bouquet of flowers along the way; for fathers who take the whole family camping on weekends yet leave room in the trunk for their own fishing gear. It is for those who, amid the ordinary bustle of daily life, still carry a universe of stars within them."
“小米YU7，就是小米工程师们写给所有热爱生活的人，一封最深情、最硬核的情书。” "The Xiaomi YU7 is the deepest, most hardcore love letter that Xiaomi's engineers have written to everyone who loves life."
YU7上市后的表现，充分说明了，3年前大胆“冒险”的决策，过去3年的所有努力，都是值得的。 The YU7's performance after launch fully demonstrated that the bold risk we took three years ago, and every effort we made over those three years, were worthwhile.
一位YU7车主告诉我：他家宝宝出生后，他成了别人眼里的奶爸，专门买辆六座大空间SUV。有一天晚上下班，他突然感到很失落，独自在车上待了半个小时。在忙碌的工作与幸福的家庭生活中，他好像慢慢失去了自我。一年多来，他为每一位家人都费尽了心力，唯独没有给自己买过任何一件东西，哪怕一件T恤。看完发布会，他被深深打动了，当晚就说服家人，给自己买了一辆YU7。 One YU7 owner told me that after his baby was born, he became what others saw as a devoted dad and bought a large six-seat SUV. One evening after work, he suddenly felt deeply lost and sat alone in the car for half an hour. Amid demanding work and a happy family life, he seemed to have gradually lost himself. For more than a year, he had gone to great lengths for every member of his family, yet had not bought a single thing for himself, not even a T-shirt. After watching the launch, he was deeply moved. That very night, he persuaded his family to let him buy a YU7 for himself.
也许，小米YU7的奇迹就来自这里。 Perhaps this is where the Xiaomi YU7 miracle comes from.
4.5 改变的力量 4.5 The Power of Change
从“最后的底牌”，到全新的奇迹。小米YU7给我们的启示，就是：遭遇难题，不妨换个思路，大胆去尝试，就会有不一样的结果。 From our "last card" to a new miracle, the Xiaomi YU7 taught us this: when faced with a difficult problem, try a different way of thinking and dare to experiment. You may achieve a very different result.
从SU7、SU7 Ultra，再到YU7，小米汽车用一系列扎实的成绩，改变了人们对一家手机公司造车的质疑。 From the SU7 and SU7 Ultra to the YU7, Xiaomi EV has answered doubts about a smartphone company building cars with a series of solid achievements.
同时，中国汽车行业，也正在经历巨大的改变，在高端汽车市场上，国产车已全面崛起。 At the same time, China's automotive industry is also undergoing immense change, and domestic brands have risen across the high-end vehicle market.
05 陈年新事 05 A New Chapter for Chen Nian
这几年小米经历的深刻改变，其实也悄然改变了许多人，比如，我的好朋友——陈年。他是凡客的创始人，经常来我的直播间“蹭流量”。提前声明一下：他没有付过我一分钱的广告费，如果大家对凡客有意见，直接骂他，千万别找我。 The profound changes Xiaomi has undergone in recent years have also quietly changed many people, including my good friend Chen Nian. He is the founder of Vancl and often comes to my livestreams to "borrow some traffic." Let me make this clear in advance: he has never paid me a cent in advertising fees. If you have a complaint about Vancl, criticize him directly and please do not come after me.
5.1 小米SU7发布会 5.1 The Xiaomi SU7 Launch
去年小米SU7发布，是我三年造车交出的第一份答卷，对我非常重要，我特地邀请陈年来参加。 Last year's Xiaomi SU7 launch was the first report card from my three years of building cars, and it was extremely important to me. I made a special point of inviting Chen Nian.
他说，来不了。他正在大连写小说，已经闭关一年多了，除了偶尔出去吃饭，几乎不出门。 He said he could not come. He was writing a novel in Dalian and had been secluded for more than a year, hardly leaving home except for an occasional meal.
我有些惊讶，确实有段时间没见到他了。 I was a little surprised. It was true that I had not seen him for some time.
他还告诉我，凡客当年创业，摊子搞得太大，欠了十多个亿。后来每天早上醒来，一睁眼想的就是还债，就这样，还了整整十年时间。三年前，终于全部还清，他也彻底累了。 He also told me that when Vancl first started, it expanded too broadly and ended up owing more than RMB 1 billion. Every morning after that, the moment he opened his eyes, all he could think about was repaying the debt. He did that for a full ten years. Three years ago, he finally paid it all off, and by then he was utterly exhausted.
我说，我懂。 I told him I understood.
没想到发布会那天，他还是来了。当晚不少朋友一起聚餐，气氛很热烈，唯独他格外安静，没怎么说话。 Unexpectedly, he came to the launch after all. Many friends gathered for dinner that evening, and the atmosphere was lively. He alone was unusually quiet and barely spoke.
5.2 只要你想，一定能改变 5.2 If You Truly Want To, You Can Change
半年后，陈年突然约我聊聊。我们约的是第二天晚上九点。 Six months later, Chen Nian suddenly asked to talk with me. We arranged to meet at nine the following evening.
见面后我才知道，他是一大早特地从杭州坐火车赶来的。我一时没反应过来：杭州？他不是在大连写书吗？他这才告诉我，去年三月看完发布会之后，受了很大触动。 Only when we met did I learn that he had taken a train from Hangzhou early that morning especially to see me. For a moment, I did not understand. Hangzhou? Was he not writing his book in Dalian? He then told me that the launch the previous March had affected him deeply.
四月份，他把整个公司搬到杭州，自己带队全面转型直播电商。我随口问了一句：“整个公司搬杭州，搬了多少人？”他说：“三四个人。”我一下子理解了他当时的状态，那个曾经一万多人的凡客，其实已经归零了。 In April, he moved the entire company to Hangzhou and personally led its full transition into livestream e-commerce. I casually asked, "How many people moved when you relocated the entire company to Hangzhou?" He replied, "Three or four." I instantly understood where he had been at that time. Vancl, once a company of more than 10,000 people, had effectively returned to zero.
我印象中的陈年，书生气很重，我有些担心，他干得了直播电商吗？何况，陈年兄弟这个年纪了，还能从零开始吗？ The Chen Nian I knew had always seemed very scholarly, and I was somewhat worried. Could he really handle livestream e-commerce? And at his age, could my old friend Chen Nian truly start again from nothing?
他很有信心，告诉我，就是发布会的那晚，仿佛心里有什么沉寂很久的东西，突然被点燃了。他觉得，雷军可以改变自己，跨行造车，他也行。 He was full of confidence. He told me that on the night of the launch, something long dormant within him seemed to ignite all at once. He thought that if Lei Jun could change himself and enter a new industry to build cars, then he could do it too.
我脑子里立刻冒出这样的一句话：果然，55岁，正是闯的年纪。 A sentence immediately came to mind: sure enough, fifty-five is exactly the age to charge ahead.
今年年初，他又来找我，很高兴地说：凡客已经做到了抖音男装前三。据说，还经常排第一。 At the beginning of this year, he came to see me again and happily announced that Vancl had entered the top three menswear brands on Douyin. I hear it often ranks first as well.
陈年，我认识了二十八年的朋友，这一次，我是真心佩服。 Chen Nian has been my friend for twenty-eight years, and this time I truly admire him.
过去五年，无论是对小米，还是对我个人，都是一场彻底的蜕变！ The past five years have brought a complete transformation, both for Xiaomi and for me personally.
我们，从一家互联网公司，坚定地迈向了智能制造的新战场； We have resolutely moved from being an internet company into the new arena of intelligent manufacturing.
我们，从手机和消费电子出发，开创“人车家全生态”的崭新局面； Starting with smartphones and consumer electronics, we have opened up a new landscape through the Human x Car x Home ecosystem.
这一路的改变，远不止于造车、芯片和高端化，重要的是，我们用五年脚踏实地的努力，重塑了小米的骨骼与灵魂。 The changes along this journey go far beyond cars, chips, and moving upmarket. What matters most is that five years of steady, down-to-earth effort have reshaped Xiaomi's bones and soul.
5年来，我最大的感受就是：从迷茫到蜕变，有时隔着万水千山，有时只隔了一层窗户纸。 My greatest realization over these five years is this: the journey from confusion to transformation can sometimes span mountains and seas, yet at other times it is separated by only a thin sheet of paper.
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”。 As long as we keep working hard and growing, every person and every team has a chance to rewrite their destiny.
谢谢大家，今天的演讲到此结束。 Thank you, everyone. That concludes today's speech.
