《業績前瞻》券商料小米(01810.HK)第二季經調整淨利潤跌32% 關注內地市場前景
小米集團(01810.HK)本周三(26日)公布今年中期業績業績，新冠疫情在全球蔓延，對中國內地及海外智能手機及物聯網產品(如小米手環和TWS耳機)銷售帶來負面影響，綜合4間券商預測，小米今年第二季非通用會計準則經調整淨利潤介乎23.13億至25.38億元人民幣，較2019年同期36.35億元人民幣，按年下跌30.2%至36.4%，中位數為24.575億元人民幣，按年跌32.4%。
綜合5間券商預測，小米今年第二季純利料介乎0.63億至24.21億元人民幣，較2019年同期19.52億元人民幣，按年跌45.5%至上升24%，中位數為17.16億元人民幣，按年跌12.1%。
本網綜合9間券商預測，小米集團今年第二季收入料介乎483.14億至541.16億元人民幣，較2019年同期519.51億元人民幣，按年跌7%至上升4.2%，中位數為500.39億元人民幣，按年跌3.7%。
【料純利倒退 關注新指引】
瑞銀預期小米第二季業績穩固，且有潛在上望空間，受手機銷售及互聯網服務推動。手機業務方面，IDC數據顯示手機出貨量或較該行估算多逾300萬部，亦預期手機單價按年上升6%，受惠中國5G手機銷售增加及產品高端化策略。該行尤其關注中國銷量，因此或導致中國的小米手機介面使用者數目增加，帶來更強勁的互聯網服務增長。瑞銀預期小米中期收入年升3%至981.53億元人民幣。
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綜合4間券商預測，小米今年第二季非通用會計準則經調整淨利潤介乎23.13億至25.38億元人民幣，較2019年同期36.35億元人民幣，按年下跌30.2%至36.4%，中位數為24.575億元人民幣，按年跌32.4%。
券商│今年第二季非通用會計準則經調整淨利潤預測(人民幣)│按年變幅
招商證券國際│25.38億元│-30.2%
交銀國際│25.19億元│-30.7%
花旗│23.96億元│-34.1%
瑞銀│23.13億元│-36.4%
按小米2019年第二季非通用會計準則經調整淨利潤36.35億人民幣人民幣計算
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綜合5間券商預測，小米今年第二季純利料介乎0.63億至24.21億元人民幣，較2019年同期19.52億元人民幣，按年跌45.5%至上升24%，中位數為17.16億元人民幣，按年跌12.1%。
券商│今年第二季純利預測(人民幣)│按年變幅
花旗│24.21億元│+24%
瑞銀│18.4億元│-5.7%
匯豐環球研究│17.16億元│-12.1%
建銀國際│12.28億元│-37.1%
野村│10.63億元│-45.5%
按小米2019年第二季純利19.52億人民幣人民幣計算。
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綜合9間券商預測，小米集團今年第二季收入料介乎483.14億至541.16億元人民幣，較2019年同期519.51億元人民幣，按年跌7%至上升4.2%，中位數為500.39億元人民幣，按年跌3.7%。
券商│今年第二季收入預測(人民幣)│按年變幅
花旗│541.16億元│+4.2%
招商證券國際│528.53億元│+1.7%
交銀國際│511.25億元│-1.6%
野村│505.28億元│-2.7%
摩根大通│500.39億元│-3.7%
美銀證券│497.88億元│-4.2%
建銀國際│493.55億元│-5%
瑞銀│484.51億元│-6.7%
匯豐環球研究│483.14億元│-7%
按小米2019年第二季收入519.51億人民幣計算。
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