According to a research report published by Goldman Sachs, the Xiaomi Group has recently made many advances in the field of robotics, including increasing the success rate of humanoid robots in self-developed factories and beginning to undertake new logistics tasks; launching Xiaomi-Robotics-U0, a unified generative model with 38 billion parameters to solve the scarcity of real data; and releasing Xiaomi-Robotics-1, a large-scale intelligent model. The bank believes that Xiaomi has completed the initial integration of the robot framework in hardware, data, and models, and is expected to form a self-reinforcing closed loop and move towards general industrial and home automation. The bank pointed out that embodied intelligence is one of the three major monetization paths of Xiaomi's AI strategy, and it is expected that in the next 3 to 5 years, Xiaomi robots will focus on more structured B-side business scenarios, such as large-scale deployment of humanoid robots in Xiaomi's own and partner factories. In addition, Xiaomi's electric vehicle business revenue is growing faster than its peers. Coupled with the release of new SkyNoMad models, which is expected to increase sales visibility in the 2027 fiscal year, the electric vehicle business still has room for upward valuation. Goldman Sachs maintains Xiaomi's “buy” rating and target price of HK$40 unchanged.

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