小米(01810.HK)先升後倒跌5%中绩倒退但经调整净利润增加
小米(01810.HK)上半年及次季纯利按年减少33.6%及86.7%,但上半年及次季经调整净利润按年增近50%及72%(优於市场胜预期),里昂绩後下调小米目标价至11元及降级至「跑赢大市」。该股承过去三连升势,今早逆市高开最多续升2.1%至9.63元创逾一个月高遇阻,获利盘涌现,最多倒跌5.5%低见8.91元,现造8.96元,倒跌5%,股价失守20天、10天及50天线(8.97元、8.99元及9.33元),成交续增至1.679亿股,涉资15.35亿元。
小米昨天收市後公布,截至6月止中期纯利按年减少33.6%至50.78亿元人民币(下同),每股盈利21.4分,不派中期息;期内总收入按年升逾20%至957.08亿元,毛利按年升逾25%至124.74亿元。若单计第二季,纯利按年减约86.7%至19.52亿元;毛利按年升28.4%至约72.59亿元,按季升39.2%;整体毛利率按年升1.5个百分点至14%;总收入按年升14.8%至519.51亿元,按季升18.7%;其中智能手机收入按年升5%至320亿元,智能手机毛利率按年升1.4个百分点至8.1%。
若按非国际财务计准则计,小米上半年经调整净利润按年增49.8%至57.16亿元。单计第二季,经调整净利润按年增长71.7%至36.35亿元优於市场预期,按季升74.7%。
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