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《藍籌業績》小米(01810.HK)首季扭虧賺逾42億人民幣 經調整淨利潤增13%勝預期
阿思達克 05-24 17:50
小米集團-W(01810.HK)公布,截至今年3月底止首季扭虧為盈,賺42.04億元人民幣(下同),對比上年同期蝕5.88億元;每股盈利0.17元。經調整淨利潤32.33億元,按年升13.1%,超越本網綜合14間券商介乎27.27億至30.98億元的預測。集團整體毛利率達19.5%,創歷史新高。 期內總收入達到594.77億元,按年跌18.9%,符合本網綜合18間券商介乎569.7億至606.4億元的預測區間。當中智能手機業務收入達349.85億元,按年跌23.6%。小米首季智能手機出貨量為3,040萬部,按年跌21.1%,產品平均銷售單價(ASP)則下降3.1%至每部1,151.6元。 集團解釋,主要是由於境外市場加強清理存貨,當中有部分已被中國高端智能手機出貨量的貢獻,所導致的ASP增加所抵銷。期內中國大陸地區智能手機ASP亦創單季度歷史新高,增長超過18%。 IoT與生活消費產品業務收入達168.34億元,按年跌13.6%。互聯網服務收入則按年跌1.2%至70.28億元。截至3月,全球MIUI月活躍用戶數近5.95億人,按年增長12.4%。 首季小米研發支出達41億元,按年增長17.7%。集團預計今年全年總研發投入將超過200億元。
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