小米(01810.HK):產能已回復80%-90% 3月下旬出貨量快速反彈
小米(01810.HK)在業績中指出,受新型冠狀病毒影響內地工廠關閉,公司於2月和3月遇到暫時性的生產中斷,但目前生產大部分已恢復,產能已回升到正常水準的80%到90%。
公司指疫情高峰期間,大多數商店停業或者縮短營業時間,影響到線下銷售。不過由於公司的線上渠道具優勢故整體影響相對較小。而在今年3月下旬,小米的手機出貨量已經出現快速反彈。海外市場方面,雖然海外需求將受到一定影響,尤其是在第二季度,但公司相信影響總體可控,對海外業務的長期增長潛力仍保持樂觀。
另外,截至去年底小米共投資逾290家公司,總賬面價值約300億元人民幣,2月份小米有份投資的石頭科技在科創板上市,相信隨著業務的不斷增長,會有更多的生態鏈公司在未來成功上市。
而公司旗下IoT平台已連接的IoT設備數達2.35億台,按年升55.6%,人工智能助理「小愛同學」的月活躍用戶數達到6,040萬戶,按年升55.7%。(el/a) ~
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