小米集團-W(01810.HK)一季度經調整淨利潤增長64.5%至107億元 整體毛利率升至22.8%
格隆匯5月27日丨小米集團-W(01810.HK)公佈，2025年第一季度，集團收入及盈利均再次創下歷史新高。2025年第一季度，小米集團總收入爲人民幣1,113億元，創歷史新高，同比增長47.4%。業務分部來看，2025年第一季度，「手機×AIoT」分部收入爲人民幣927億元，同比增長22.8%，「智能電動汽車及AI等創新業務」分部收入爲人民幣186億元。本季度，集團經調整淨利潤爲人民幣107億元，創歷史新高，同比增長64.5%。
2025年第一季度，集團的全球智能手機出貨量達到41.8百萬臺，同比增長3.0%，持續7個季度實現同比增長。根據Canalys數據，2025年第一季度，集團全球智能手機出貨量排名前三，市場份額爲14.1%，同比提升0.3個百分點，連續19個季度排名全球前三。與此同時，集團的用戶生態持續擴大。2025年3月，集團全球月活躍用戶數再創歷史新高，達到718.8百萬，同比增長9.2%。截至2025年3月31日，集團們AIoT平臺已連接的IoT設備數(不包括智能手機、平板及筆記本電腦)增長至943.7百萬，同比增長20.1%。2025年第一季度，集團交付了75,869輛Xiaomi SU7系列 新車。2025年5月，集團推出豪華高性能SUV Xiaomi YU7系列 。
2025年第一季度，集團的研發支出達到人民幣67億元，同比增長30.1%。截至2025年3月31日，集團的研發人員數創歷史新高，達21,731人，佔員工總數47.7%。此外，集團繼續延展集團知識產權能力，截至2025年3月31日，小米集團已在全球獲得超過4.3萬件專利。
2025年第一季度，集團整體毛利率達22.8%，同比提升0.5個百分點，創歷史新高。業務分部來看，集團的「手機×AIoT」分部毛利率爲22.8%，集團的「智能電動汽車及AI等創新業務」分部毛利率爲23.2%。2025年第一季度，集團整體營業費用率爲13.9%，同比下降2.2個百分點。其中「手機×AIoT」分部營業費用率爲11.4%，同比下降1.4個百分點。
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