小米集團-W(01810.HK)二季度營收1160億元、淨利潤108億元,收入及盈利均再創歷史新高
格隆匯8月19日丨小米集團-W(01810.HK)公佈截至2025年6月30日止三個月及六個月業績,2025年第二季度,集團收入及盈利均再創歷史新高。第二季度,小米集團總收入為人民幣1,160億元,同比增長30.5%。集團經調整淨利潤為人民幣108億元,同比增長75.4%。
業務分部來看,2025年第二季度,集團的「手機×AIoT」分部收入為人民幣947億元,同比增長14.8%;集團的「智能電動汽車及AI等創新業務」分部收入為人民幣213億元,兩個分部收入均創歷史新高。
集團持續推進「人車家全生態」的集團戰略。2025年第二季度,集團的智能手機出貨量為42.4百萬台,同比增長0.6%,持續8個季度實現同比增長。根據Canalys數據,2025年第二季度,集團全球智能手機出貨量排名前三,市場份額為14.7%,連續20個季度排名全球前三。與此同時,集團的用户生態持續擴大。2025年6月,集團全球月活躍用户數再創歷史新高,達到731.2百萬,同比增長8.2%。截至2025年6月30日,集團AIoT平台已連接的IoT設備數(不包括智能手機、平板及筆記本電腦)增長至989.1百萬,同比增長20.3%。2025年第二季度,集團共交付81,302輛新車,再創歷史新高。
集團穩步執行集團「新十年目標」:大規模投入底層核心技術,致力成為全球新一代硬核科技引領者。2025年第二季度,研發開支達到人民幣78億元,同比增長41.2%。截至2025年6月30日,研發人員數創歷史新高,達22,641人。
2025年第二季度,集團在中國大陸地區環比淨增的小米之家數量超過1,700家,總店數超17,000家。集團在境外地區的新零售門店數達到約200家。
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