《季績前瞻》摩通對小米(01810.HK)首季業績預測(表)
小米集團(01810.HK)將於本周三(20日)公布今年首季業績,摩根大通今日發表報告,列出對小米集團首季業績預測:
業績分項│今年首季預測(人民幣)│按年變幅
收入│476.32億元│+8.9%
毛利│680億元│+30.8%
營運支出│43億元│+22.9%
非國際財務報告準則經調整淨利潤│22.34億元│+7.4%
純利│19.34億元│-39.4%
營運數據│今年首季預測│按年變幅
智能手機付運│2,950萬部│+5.7%
智能手機每部均價│961人民幣│-0.7%
月度活躍用戶│3.16億│+21.1%
月度用戶平均收入│16.7人民幣│升0.4個百分點
智能手機收入佔比│59%│跌3個百分點
物聯網設備收入佔比│29%│升1個百分點
毛利率│14.3%│升2.4個百分點
純利率│4.7%│升0.1個百分點
(ta/w)
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