《业绩前瞻》券商料小米(01810.HK)第二季经调整净利润跌32% 关注内地市场前景
小米集团(01810.HK)本周三(26日)公布今年中期业绩业绩，新冠疫情在全球蔓延，对中国内地及海外智能手机及物联网产品(如小米手环和TWS耳机)销售带来负面影响，综合4间券商预测，小米今年第二季非通用会计准则经调整净利润介乎23.13亿至25.38亿元人民币，较2019年同期36.35亿元人民币，按年下跌30.2%至36.4%，中位数为24.575亿元人民币，按年跌32.4%。
综合5间券商预测，小米今年第二季纯利料介乎0.63亿至24.21亿元人民币，较2019年同期19.52亿元人民币，按年跌45.5%至上升24%，中位数为17.16亿元人民币，按年跌12.1%。
本网综合9间券商预测，小米集团今年第二季收入料介乎483.14亿至541.16亿元人民币，较2019年同期519.51亿元人民币，按年跌7%至上升4.2%，中位数为500.39亿元人民币，按年跌3.7%。
【料纯利倒退 关注新指引】
瑞银预期小米第二季业绩稳固，且有潜在上望空间，受手机销售及互联网服务推动。手机业务方面，IDC数据显示手机出货量或较该行估算多逾300万部，亦预期手机单价按年上升6%，受惠中国5G手机销售增加及产品高端化策略。该行尤其关注中国销量，因此或导致中国的小米手机介面使用者数目增加，带来更强劲的互联网服务增长。瑞银预期小米中期收入年升3%至981.53亿元人民币。
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综合4间券商预测，小米今年第二季非通用会计准则经调整净利润介乎23.13亿至25.38亿元人民币，较2019年同期36.35亿元人民币，按年下跌30.2%至36.4%，中位数为24.575亿元人民币，按年跌32.4%。
券商│今年第二季非通用会计准则经调整净利润预测(人民币)│按年变幅
招商证券国际│25.38亿元│-30.2%
交银国际│25.19亿元│-30.7%
花旗│23.96亿元│-34.1%
瑞银│23.13亿元│-36.4%
按小米2019年第二季非通用会计准则经调整净利润36.35亿人民币人民币计算
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综合5间券商预测，小米今年第二季纯利料介乎0.63亿至24.21亿元人民币，较2019年同期19.52亿元人民币，按年跌45.5%至上升24%，中位数为17.16亿元人民币，按年跌12.1%。
券商│今年第二季纯利预测(人民币)│按年变幅
花旗│24.21亿元│+24%
瑞银│18.4亿元│-5.7%
汇丰环球研究│17.16亿元│-12.1%
建银国际│12.28亿元│-37.1%
野村│10.63亿元│-45.5%
按小米2019年第二季纯利19.52亿人民币人民币计算。
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综合9间券商预测，小米集团今年第二季收入料介乎483.14亿至541.16亿元人民币，较2019年同期519.51亿元人民币，按年跌7%至上升4.2%，中位数为500.39亿元人民币，按年跌3.7%。
券商│今年第二季收入预测(人民币)│按年变幅
花旗│541.16亿元│+4.2%
招商证券国际│528.53亿元│+1.7%
交银国际│511.25亿元│-1.6%
野村│505.28亿元│-2.7%
摩根大通│500.39亿元│-3.7%
美银证券│497.88亿元│-4.2%
建银国际│493.55亿元│-5%
瑞银│484.51亿元│-6.7%
汇丰环球研究│483.14亿元│-7%
按小米2019年第二季收入519.51亿人民币计算。
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