Recently, Xiaomi Group disclosed a significant announcement. Co-founder Lin Bin plans to start reducing his holdings gradually from December 2026, with a maximum annual sale of $500 million worth of Class B shares, and the total scale not exceeding $2 billion.

What’s interesting about this move is that the schedule is clearly set two years ahead, with a one-year提前披露. In other words, the market has ample time to understand this action, avoiding sudden shocks. Many people see the reduction as a bad sign, but this kind of transparent long-term planning actually reflects the management’s composure.

More importantly, the use of the funds. Lin Bin explicitly stated that the money will mainly be used for establishing investment funds, while expressing full confidence in Xiaomi Group’s business prospects and committing to long-term service to the group. This is not a signal of withdrawal; rather, it reveals the management’s confidence in the future—while diversifying asset allocation, they still remain optimistic about Xiaomi’s development potential.

From an industry perspective, by 2026, Xiaomi Auto is expected to enter a delivery explosion period, which could be a background factor for senior executives to proactively plan and optimize asset allocation. Rationally view such announcements, and don’t be fooled by appearances.