重庆小市民
05-23
这篇文章不错,转发给大家看看
@价值投资为王:
小米王者归来!
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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d7e48c62bc14340fd418e5a04d98575\" tg-width=\"1099\" tg-height=\"528\"></p>\n<p>分业务看,智能手机一季度营收464.8亿,同比大增32.9%;IOT营收203.7亿,同比增长21%;互联网服务营收80亿,同比增长14.5%;其他业务营收6亿,同比下滑4%:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f617e1139647bdea2054a4b4ff75df70\" tg-width=\"1429\" tg-height=\"615\"></p>\n<p>智能手机业务营收大增主要是出货量提升带来,今年一季度,小米手机出货量4060万部,同比增长33.6%,略高于手机营收32.9%的增速:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a148afa69dd28a9c8209a6658223dfbe\" tg-width=\"1293\" tg-height=\"582\"></p>\n<p>手机单价(ASP)一季度有所下滑,为1144.7元,低于去年同期的1151.6元,主要是海外低价手机销量增速较高影响:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3021a8349d51d6c729914edfc244635f\" tg-width=\"1261\" tg-height=\"613\"></p>\n<p>IoT业务增速回升同样是出货量带动,比如一季度穿戴产品在中国大陆地区出货量年增70%;平板产品在全球出货量年增93%;空调产品出货量超69万台,年增63%;冰箱产品出货量超53万台,年增52%;洗衣机产品出货量超36万台,年增47% 。</p>\n<p>在手机和IoT出货量大增的情况下,小米的用户规模一季度达到6.58亿,同比增长10.6%,带动互联网服务收入提升,其中,广告业务营收55亿,同比增长25%;游戏收入12亿,有所下降;境外互联网服务收入同比增长39.0%至人民币 25亿元,创历史新高,境外互联网服务收入在整体互联网服务收入中占比为31.2%,同比提升5.5个百分点。</p>\n<p>在销量提升的带动下,小米的毛利率也明显回升,一季度为22.3%,同比上升2.8个百分点,高于分析师预期的21.25%。</p>\n<p>其中,智能手机毛利率14.8%,同比提升3.6个百分点;IoT毛利率19.9%,创历史记录;互联网服务毛利率74.2%,同比提升1.9个百分点。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6516a6f0c05308e5be29bd7ea472f6d6\" tg-width=\"1141\" tg-height=\"538\"></p>\n<p>费用方面,一季度销售开支54.8亿,同比大增33.7%,主要是宣传费用大增,如小米su7的发布;研发费用一季度为51.6亿,同比增长25.5%,主要是小米汽车研发投入加大。</p>\n<p>扣除各项开支后,小米一季度净利润41.7亿,略低于去年同期的42亿,主要是去年一季度有34.5亿的股权收益,而今年一季度是亏损12亿,经调整之后,小米一季度净利润64.9亿,大增100%!</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c610d5142053dfc111bd29c2ef3cbf24\" tg-width=\"900\" tg-height=\"654\"></p>\n<p>总的来说,小米一季度重回巅峰,股价在互联网巨头中涨幅一马当先。</p>\n<p>从商业模式来看,小米手机和IoT业务都属于消费电子行业,出货量受经济周期影响而有所波动,互联网服务收入建立在手机和IoT产品之上,前两块业务好了,自然受益。</p>\n<p>从季度营收趋势来看,2023年三季度已经恢复正增长,加上IDC等机构定期会披露智能手机出货量数据,因此,小米一季度业绩回升在预期之内。</p>\n<p>因此,投资小米,IDC的数据是先行指标,根据财报操作有明显的滞后。</p>\n<p>但是,展望未来,AI手机、AI PC将隆重登场,有望带动销量和客单价提升,小米的景气度尚未走完!</p></body></html>","htmlText":"<html><head></head><body><p>刚刚,小米发布了一季报,业绩相当靓丽。</p>\n<p>其中,一季度营收755亿,同比大增27%,超出分析师预期的735亿:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d7e48c62bc14340fd418e5a04d98575\" tg-width=\"1099\" tg-height=\"528\"></p>\n<p>分业务看,智能手机一季度营收464.8亿,同比大增32.9%;IOT营收203.7亿,同比增长21%;互联网服务营收80亿,同比增长14.5%;其他业务营收6亿,同比下滑4%:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f617e1139647bdea2054a4b4ff75df70\" tg-width=\"1429\" tg-height=\"615\"></p>\n<p>智能手机业务营收大增主要是出货量提升带来,今年一季度,小米手机出货量4060万部,同比增长33.6%,略高于手机营收32.9%的增速:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a148afa69dd28a9c8209a6658223dfbe\" tg-width=\"1293\" tg-height=\"582\"></p>\n<p>手机单价(ASP)一季度有所下滑,为1144.7元,低于去年同期的1151.6元,主要是海外低价手机销量增速较高影响:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3021a8349d51d6c729914edfc244635f\" tg-width=\"1261\" tg-height=\"613\"></p>\n<p>IoT业务增速回升同样是出货量带动,比如一季度穿戴产品在中国大陆地区出货量年增70%;平板产品在全球出货量年增93%;空调产品出货量超69万台,年增63%;冰箱产品出货量超53万台,年增52%;洗衣机产品出货量超36万台,年增47% 。</p>\n<p>在手机和IoT出货量大增的情况下,小米的用户规模一季度达到6.58亿,同比增长10.6%,带动互联网服务收入提升,其中,广告业务营收55亿,同比增长25%;游戏收入12亿,有所下降;境外互联网服务收入同比增长39.0%至人民币 25亿元,创历史新高,境外互联网服务收入在整体互联网服务收入中占比为31.2%,同比提升5.5个百分点。</p>\n<p>在销量提升的带动下,小米的毛利率也明显回升,一季度为22.3%,同比上升2.8个百分点,高于分析师预期的21.25%。</p>\n<p>其中,智能手机毛利率14.8%,同比提升3.6个百分点;IoT毛利率19.9%,创历史记录;互联网服务毛利率74.2%,同比提升1.9个百分点。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6516a6f0c05308e5be29bd7ea472f6d6\" tg-width=\"1141\" tg-height=\"538\"></p>\n<p>费用方面,一季度销售开支54.8亿,同比大增33.7%,主要是宣传费用大增,如小米su7的发布;研发费用一季度为51.6亿,同比增长25.5%,主要是小米汽车研发投入加大。</p>\n<p>扣除各项开支后,小米一季度净利润41.7亿,略低于去年同期的42亿,主要是去年一季度有34.5亿的股权收益,而今年一季度是亏损12亿,经调整之后,小米一季度净利润64.9亿,大增100%!</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c610d5142053dfc111bd29c2ef3cbf24\" tg-width=\"900\" tg-height=\"654\"></p>\n<p>总的来说,小米一季度重回巅峰,股价在互联网巨头中涨幅一马当先。</p>\n<p>从商业模式来看,小米手机和IoT业务都属于消费电子行业,出货量受经济周期影响而有所波动,互联网服务收入建立在手机和IoT产品之上,前两块业务好了,自然受益。</p>\n<p>从季度营收趋势来看,2023年三季度已经恢复正增长,加上IDC等机构定期会披露智能手机出货量数据,因此,小米一季度业绩回升在预期之内。</p>\n<p>因此,投资小米,IDC的数据是先行指标,根据财报操作有明显的滞后。</p>\n<p>但是,展望未来,AI手机、AI PC将隆重登场,有望带动销量和客单价提升,小米的景气度尚未走完!</p></body></html>","text":"刚刚,小米发布了一季报,业绩相当靓丽。 其中,一季度营收755亿,同比大增27%,超出分析师预期的735亿: 分业务看,智能手机一季度营收464.8亿,同比大增32.9%;IOT营收203.7亿,同比增长21%;互联网服务营收80亿,同比增长14.5%;其他业务营收6亿,同比下滑4%: 智能手机业务营收大增主要是出货量提升带来,今年一季度,小米手机出货量4060万部,同比增长33.6%,略高于手机营收32.9%的增速: 手机单价(ASP)一季度有所下滑,为1144.7元,低于去年同期的1151.6元,主要是海外低价手机销量增速较高影响: IoT业务增速回升同样是出货量带动,比如一季度穿戴产品在中国大陆地区出货量年增70%;平板产品在全球出货量年增93%;空调产品出货量超69万台,年增63%;冰箱产品出货量超53万台,年增52%;洗衣机产品出货量超36万台,年增47% 。 在手机和IoT出货量大增的情况下,小米的用户规模一季度达到6.58亿,同比增长10.6%,带动互联网服务收入提升,其中,广告业务营收55亿,同比增长25%;游戏收入12亿,有所下降;境外互联网服务收入同比增长39.0%至人民币 25亿元,创历史新高,境外互联网服务收入在整体互联网服务收入中占比为31.2%,同比提升5.5个百分点。 在销量提升的带动下,小米的毛利率也明显回升,一季度为22.3%,同比上升2.8个百分点,高于分析师预期的21.25%。 其中,智能手机毛利率14.8%,同比提升3.6个百分点;IoT毛利率19.9%,创历史记录;互联网服务毛利率74.2%,同比提升1.9个百分点。 费用方面,一季度销售开支54.8亿,同比大增33.7%,主要是宣传费用大增,如小米su7的发布;研发费用一季度为51.6亿,同比增长25.5%,主要是小米汽车研发投入加大。 扣除各项开支后,小米一季度净利润41.7亿,略低于去年同期的42亿,主要是去年一季度有34.5亿的股权收益,而今年一季度是亏损12亿,经调整之后,小米一季度净利润64.9亿,大增100%! 总的来说,小米一季度重回巅峰,股价在互联网巨头中涨幅一马当先。 从商业模式来看,小米手机和IoT业务都属于消费电子行业,出货量受经济周期影响而有所波动,互联网服务收入建立在手机和IoT产品之上,前两块业务好了,自然受益。 从季度营收趋势来看,2023年三季度已经恢复正增长,加上IDC等机构定期会披露智能手机出货量数据,因此,小米一季度业绩回升在预期之内。 因此,投资小米,IDC的数据是先行指标,根据财报操作有明显的滞后。 但是,展望未来,AI手机、AI PC将隆重登场,有望带动销量和客单价提升,小米的景气度尚未走完!","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/308968918905120","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["01810","XIACY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1903,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":134,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":27,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/309051104960520"}
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