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糖果嘟嘟
2021-03-30
$小米集团-W(01810)$
被忽悠了那么多次,这次终于确定造车了,感觉大家的热情都快被磨灭了,明天还会有10个点吗?只要你敢造,我就敢买!
糖果嘟嘟
2021-03-24
起码利润是超预期的,说明小米要开始赚钱了,包括互联网增长也较为明显
小米Q4营收增长24.8%至704.6亿元,不及市场预期
糖果嘟嘟
2021-03-22
$小米集团-W(01810)$
资本家没人看好这次的财报吗?小米每次财报都要跌(除了上次),财报前再不拉一波就惨了!
糖果嘟嘟
2021-02-22
$小米集团-W(01810)$
刚才被甩下车了,想着下午或明天重新买点呢[流泪]
糖果嘟嘟
2021-02-11
$小米集团-W(01810)$
竞价开始就成交了175万股,成交额近5000万?今天不要再织布了[流泪]
糖果嘟嘟
2021-02-10
$小米集团-W(01810)$
小米现在每天跑不赢大盘,更别提跟上隔壁美团兄了,真是磨人
糖果嘟嘟
2021-02-08
$小米集团-W(01810)$
全都在涨,只有小米是跌,没有好消息也没有坏消息,真是服了
糖果嘟嘟
2021-02-05
$快手-W(01024)$
全是大单在交易,中签的散户还不跑?
糖果嘟嘟
2021-02-03
$小米集团-W(01810)$
今天不给机会,直接低开了
糖果嘟嘟
2021-02-02
$中芯国际(00981)$
这个财报超预期的利好已经兑现了吗?那财报后是不是该跌了?
糖果嘟嘟
2021-02-02
$小米集团-W(01810)$
今天要起飞?怎么
糖果嘟嘟
2021-01-28
$小米集团-W(01810)$
$美团-W(03690)$
$腾讯控股(00700)$
真是万里丛中一点红啊,小米不易
糖果嘟嘟
2021-01-28
$中芯国际(00981)$
下周出财报,有人现在来抄底吗?
糖果嘟嘟
2021-01-19
$阿里巴巴-SW(09988)$
美团腾讯又创新高了,下一个是不是该你了?
糖果嘟嘟
2021-01-18
$小米集团-W(01810)$
冲鸭🦆!!
糖果嘟嘟
2020-12-29
$小米集团-W(01810)$
预测三月份小米还会发布小米11pro,你们觉得呢?
糖果嘟嘟
2020-12-29
$小米集团-W(01810)$
$阿里巴巴-SW(09988)$
$美团-W(03690)$
现在港股结算都是T+2吗?为什么前段时间我可以T+0,现在又变成T+2了
糖果嘟嘟
2020-12-28
$小米集团-W(01810)$
这绿的有点快啊
糖果嘟嘟
2020-12-21
$小米集团-W(01810)$
说年前到不了30的那些人呢?
糖果嘟嘟
2020-12-21
$小米集团-W(01810)$
30已经被买进600万股了,还有1100万股,大家继续加油!!
去老虎APP查看更多动态
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17:52","market":"hk","language":"zh","title":"小米Q4营收增长24.8%至704.6亿元,不及市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1125102908","media":"老虎资讯综合","summary":"3月24日消息,港股收盘后,小米集团公布2020年Q4及2020年全年财务报告。财报显示,小米Q4及2020年全年营收均不及市场预期,Q4净利润超出市场预期,但2020年全年净利润不及市场预期。具体来","content":"<p>3月24日消息,港股收盘后,小米集团公布2020年Q4及2020年全年财务报告。财报显示,小米Q4及2020年全年营收均不及市场预期,Q4净利润超出市场预期,但2020年全年净利润不及市场预期。<b>具体来看:</b></p><p><b>四季度业绩:</b></p><ul><li>2020年第四季度营收704.6亿元,市场预期752.26亿元,去年同期564.7亿元,同比增长24.8%;</li><li>2020年第四季度净利润87.95亿元,去年同期24.36亿元,同比增长261%;</li><li>经调整净利润为32.04亿元,市场预期28.9亿元,去年同期为23.44亿元,同比增长36.7%;</li><li><b>四季度智能手机收入为426亿元,同比增长38.4%;</b></li><li><b>四季度全球智能手机出货量为4230万台,同比增长29.7%。</b></li></ul><p><img src=\"https://static.tigerbbs.com/350edc03cf55ebd80b1056d05bc9967c\" tg-width=\"752\" tg-height=\"344\" referrerpolicy=\"no-referrer\"></p><p><b>2020年全年业绩:</b></p><ul><li>2020年全年营收2458.65亿元,市场预期2489.25亿元,去年同期2058.39亿元;</li><li>2020年全年净利润130亿元,市场预期133.43亿元,去年同期100.44亿元;</li><li>2020年每股盈利0.825元,去年同期0.41元;</li><li>2020年智能手机收入达到1522亿元,同比增长24.6%;<b>全球智能手机全年出货量为1.464亿台,同比增长17.5%;</b></li><li>得益于手机出货量的强劲增长,<b>2020年12月,全球MIUI月活跃用户数达到3.963亿,同比增长28.0%;</b></li><li>2020年,互联网服务收入达到人民币238亿元,同比增长19.7%。2020年第四季度,我们的互联网服务收入为人民币62亿元,同比增长8.4%;</li><li>2020年,游戏业务收入达到人民币42亿元,同比增长31.4%。2020年第四季度,游戏收入为人民币9亿元,同比下降1.4%,主要是由于我们与部分游戏厂商的商业条款有所调整。</li></ul><p><img src=\"https://static.tigerbbs.com/0e6f8d72c3003fc4087986b6e1739da5\" tg-width=\"781\" tg-height=\"254\" referrerpolicy=\"no-referrer\"></p><p>截至3月24日港股收盘,小米集团收跌2.53%报25港元。</p><p><img src=\"https://static.tigerbbs.com/ee845c33edfbd8336c9c48b59bc7ef99\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>整体看,小米在财报中表示,2020年,公司在疫情以及全球经济环境中的变化下,逐步推进集团既定战略,实现业绩稳定增长。2020年,小米总收入达到2459亿元,同比增长19.4%;经调整净利润130亿元,同比增长12.8%。其中,2020年第四季度,小米营收705亿元,同比增长24.8%;经调整净利润达到32亿元,同比增长36.7%。</p><p>境外市场方面,境外市场收入达到1224亿元,同比增长34.1%,占总收入的49.8%;第四季度,境外市场收入达到人338亿元,同比增长27.6%,占总收入的47.9%。</p><p><b>分业务看:</b></p><p><img src=\"https://static.tigerbbs.com/22e9e8cc51cbd081940e51db3d25eb96\" tg-width=\"758\" tg-height=\"402\" referrerpolicy=\"no-referrer\"></p><p><b>1、智能手机</b></p><p>2020年智能手机收入达到1522亿元,同比增长24.6%。<b>全球智能手机全年出货量为1.464亿台,同比增长17.5%。</b>根据Canalys的统计,2020年小米智能手机分配量逆势增长超过2400万台,成为全球智能手机出货量同比净增最多的智能手机厂商。</p><p><b>2、IoT与生活消费品</b></p><p>2020年全年IoT与生活消费品营收674亿元,同比增长8.6%。其中,四季度营收211亿元,同比增长8%。</p><p><b>3、互联网服务</b></p><p>2020年全年互联网服务营收238亿元,同比增长19.7%;其中,四季度营收62亿元,同比增长8.4%。</p><p><b>截至2020年12月,全球MIUI月活用户为3.963亿,同比增长28%,其中,大陆地区MIUI月活用户为1.145亿。</b></p><p>互联网服务中:</p><ul><li><b>游戏业务:</b>2020年游戏业务收入达到人民币42亿元,同比增长31.4%。2020年第四季度,游戏收入为人民币9亿元,同比下降1.4%,主要是由于与部分游戏厂商的商业条款有所调整。</li><li><b>广告业务:</b>广告业务收入127亿元,同比增长19.2%。其中,<b>四季度广告业务收入创单季度新高至37亿元,</b>同比增长23.1%。</li></ul><p><b>4、其他</b></p><p>其他收入由截至2019年12月31日止年度的人民币18.142亿元增加38.3%至报告期的25.089亿元,主要是由于部分IoT产品的安装服务收入的增长所致。</p><p><b>对外投资:</b>截至2020年12月31日止,小米共投资超过310家公司,总账面价值人民币480亿元,同比增长60.1%。</p><p>此外,小米集团表示,拟收购ZIMI INTERNATIONAL INCORPORATION 50.09%股权,总价格为2.05亿美元。目标集团旗下品牌ZMI,致力于高端智能手机配件以及智能硬件的研发与制造,包括充电器、无线充、数据线、智能小家电等多款产品。</p><p><a href=\"https://www1.hkexnews.hk/listedco/listconews/sehk/2021/0324/2021032400781_c.pdf\" target=\"_blank\">附件:小米集团截至2020年12月31日止年度业绩公告</a></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米Q4营收增长24.8%至704.6亿元,不及市场预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米Q4营收增长24.8%至704.6亿元,不及市场预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-24 17:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月24日消息,港股收盘后,小米集团公布2020年Q4及2020年全年财务报告。财报显示,小米Q4及2020年全年营收均不及市场预期,Q4净利润超出市场预期,但2020年全年净利润不及市场预期。<b>具体来看:</b></p><p><b>四季度业绩:</b></p><ul><li>2020年第四季度营收704.6亿元,市场预期752.26亿元,去年同期564.7亿元,同比增长24.8%;</li><li>2020年第四季度净利润87.95亿元,去年同期24.36亿元,同比增长261%;</li><li>经调整净利润为32.04亿元,市场预期28.9亿元,去年同期为23.44亿元,同比增长36.7%;</li><li><b>四季度智能手机收入为426亿元,同比增长38.4%;</b></li><li><b>四季度全球智能手机出货量为4230万台,同比增长29.7%。</b></li></ul><p><img src=\"https://static.tigerbbs.com/350edc03cf55ebd80b1056d05bc9967c\" tg-width=\"752\" tg-height=\"344\" referrerpolicy=\"no-referrer\"></p><p><b>2020年全年业绩:</b></p><ul><li>2020年全年营收2458.65亿元,市场预期2489.25亿元,去年同期2058.39亿元;</li><li>2020年全年净利润130亿元,市场预期133.43亿元,去年同期100.44亿元;</li><li>2020年每股盈利0.825元,去年同期0.41元;</li><li>2020年智能手机收入达到1522亿元,同比增长24.6%;<b>全球智能手机全年出货量为1.464亿台,同比增长17.5%;</b></li><li>得益于手机出货量的强劲增长,<b>2020年12月,全球MIUI月活跃用户数达到3.963亿,同比增长28.0%;</b></li><li>2020年,互联网服务收入达到人民币238亿元,同比增长19.7%。2020年第四季度,我们的互联网服务收入为人民币62亿元,同比增长8.4%;</li><li>2020年,游戏业务收入达到人民币42亿元,同比增长31.4%。2020年第四季度,游戏收入为人民币9亿元,同比下降1.4%,主要是由于我们与部分游戏厂商的商业条款有所调整。</li></ul><p><img src=\"https://static.tigerbbs.com/0e6f8d72c3003fc4087986b6e1739da5\" tg-width=\"781\" tg-height=\"254\" referrerpolicy=\"no-referrer\"></p><p>截至3月24日港股收盘,小米集团收跌2.53%报25港元。</p><p><img src=\"https://static.tigerbbs.com/ee845c33edfbd8336c9c48b59bc7ef99\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>整体看,小米在财报中表示,2020年,公司在疫情以及全球经济环境中的变化下,逐步推进集团既定战略,实现业绩稳定增长。2020年,小米总收入达到2459亿元,同比增长19.4%;经调整净利润130亿元,同比增长12.8%。其中,2020年第四季度,小米营收705亿元,同比增长24.8%;经调整净利润达到32亿元,同比增长36.7%。</p><p>境外市场方面,境外市场收入达到1224亿元,同比增长34.1%,占总收入的49.8%;第四季度,境外市场收入达到人338亿元,同比增长27.6%,占总收入的47.9%。</p><p><b>分业务看:</b></p><p><img src=\"https://static.tigerbbs.com/22e9e8cc51cbd081940e51db3d25eb96\" tg-width=\"758\" tg-height=\"402\" referrerpolicy=\"no-referrer\"></p><p><b>1、智能手机</b></p><p>2020年智能手机收入达到1522亿元,同比增长24.6%。<b>全球智能手机全年出货量为1.464亿台,同比增长17.5%。</b>根据Canalys的统计,2020年小米智能手机分配量逆势增长超过2400万台,成为全球智能手机出货量同比净增最多的智能手机厂商。</p><p><b>2、IoT与生活消费品</b></p><p>2020年全年IoT与生活消费品营收674亿元,同比增长8.6%。其中,四季度营收211亿元,同比增长8%。</p><p><b>3、互联网服务</b></p><p>2020年全年互联网服务营收238亿元,同比增长19.7%;其中,四季度营收62亿元,同比增长8.4%。</p><p><b>截至2020年12月,全球MIUI月活用户为3.963亿,同比增长28%,其中,大陆地区MIUI月活用户为1.145亿。</b></p><p>互联网服务中:</p><ul><li><b>游戏业务:</b>2020年游戏业务收入达到人民币42亿元,同比增长31.4%。2020年第四季度,游戏收入为人民币9亿元,同比下降1.4%,主要是由于与部分游戏厂商的商业条款有所调整。</li><li><b>广告业务:</b>广告业务收入127亿元,同比增长19.2%。其中,<b>四季度广告业务收入创单季度新高至37亿元,</b>同比增长23.1%。</li></ul><p><b>4、其他</b></p><p>其他收入由截至2019年12月31日止年度的人民币18.142亿元增加38.3%至报告期的25.089亿元,主要是由于部分IoT产品的安装服务收入的增长所致。</p><p><b>对外投资:</b>截至2020年12月31日止,小米共投资超过310家公司,总账面价值人民币480亿元,同比增长60.1%。</p><p>此外,小米集团表示,拟收购ZIMI INTERNATIONAL INCORPORATION 50.09%股权,总价格为2.05亿美元。目标集团旗下品牌ZMI,致力于高端智能手机配件以及智能硬件的研发与制造,包括充电器、无线充、数据线、智能小家电等多款产品。</p><p><a href=\"https://www1.hkexnews.hk/listedco/listconews/sehk/2021/0324/2021032400781_c.pdf\" target=\"_blank\">附件:小米集团截至2020年12月31日止年度业绩公告</a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W","XIACY":"小米集团ADR"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125102908","content_text":"3月24日消息,港股收盘后,小米集团公布2020年Q4及2020年全年财务报告。财报显示,小米Q4及2020年全年营收均不及市场预期,Q4净利润超出市场预期,但2020年全年净利润不及市场预期。具体来看:四季度业绩:2020年第四季度营收704.6亿元,市场预期752.26亿元,去年同期564.7亿元,同比增长24.8%;2020年第四季度净利润87.95亿元,去年同期24.36亿元,同比增长261%;经调整净利润为32.04亿元,市场预期28.9亿元,去年同期为23.44亿元,同比增长36.7%;四季度智能手机收入为426亿元,同比增长38.4%;四季度全球智能手机出货量为4230万台,同比增长29.7%。2020年全年业绩:2020年全年营收2458.65亿元,市场预期2489.25亿元,去年同期2058.39亿元;2020年全年净利润130亿元,市场预期133.43亿元,去年同期100.44亿元;2020年每股盈利0.825元,去年同期0.41元;2020年智能手机收入达到1522亿元,同比增长24.6%;全球智能手机全年出货量为1.464亿台,同比增长17.5%;得益于手机出货量的强劲增长,2020年12月,全球MIUI月活跃用户数达到3.963亿,同比增长28.0%;2020年,互联网服务收入达到人民币238亿元,同比增长19.7%。2020年第四季度,我们的互联网服务收入为人民币62亿元,同比增长8.4%;2020年,游戏业务收入达到人民币42亿元,同比增长31.4%。2020年第四季度,游戏收入为人民币9亿元,同比下降1.4%,主要是由于我们与部分游戏厂商的商业条款有所调整。截至3月24日港股收盘,小米集团收跌2.53%报25港元。整体看,小米在财报中表示,2020年,公司在疫情以及全球经济环境中的变化下,逐步推进集团既定战略,实现业绩稳定增长。2020年,小米总收入达到2459亿元,同比增长19.4%;经调整净利润130亿元,同比增长12.8%。其中,2020年第四季度,小米营收705亿元,同比增长24.8%;经调整净利润达到32亿元,同比增长36.7%。境外市场方面,境外市场收入达到1224亿元,同比增长34.1%,占总收入的49.8%;第四季度,境外市场收入达到人338亿元,同比增长27.6%,占总收入的47.9%。分业务看:1、智能手机2020年智能手机收入达到1522亿元,同比增长24.6%。全球智能手机全年出货量为1.464亿台,同比增长17.5%。根据Canalys的统计,2020年小米智能手机分配量逆势增长超过2400万台,成为全球智能手机出货量同比净增最多的智能手机厂商。2、IoT与生活消费品2020年全年IoT与生活消费品营收674亿元,同比增长8.6%。其中,四季度营收211亿元,同比增长8%。3、互联网服务2020年全年互联网服务营收238亿元,同比增长19.7%;其中,四季度营收62亿元,同比增长8.4%。截至2020年12月,全球MIUI月活用户为3.963亿,同比增长28%,其中,大陆地区MIUI月活用户为1.145亿。互联网服务中:游戏业务:2020年游戏业务收入达到人民币42亿元,同比增长31.4%。2020年第四季度,游戏收入为人民币9亿元,同比下降1.4%,主要是由于与部分游戏厂商的商业条款有所调整。广告业务:广告业务收入127亿元,同比增长19.2%。其中,四季度广告业务收入创单季度新高至37亿元,同比增长23.1%。4、其他其他收入由截至2019年12月31日止年度的人民币18.142亿元增加38.3%至报告期的25.089亿元,主要是由于部分IoT产品的安装服务收入的增长所致。对外投资:截至2020年12月31日止,小米共投资超过310家公司,总账面价值人民币480亿元,同比增长60.1%。此外,小米集团表示,拟收购ZIMI INTERNATIONAL INCORPORATION 50.09%股权,总价格为2.05亿美元。目标集团旗下品牌ZMI,致力于高端智能手机配件以及智能硬件的研发与制造,包括充电器、无线充、数据线、智能小家电等多款产品。附件:小米集团截至2020年12月31日止年度业绩公告","news_type":1},"isVote":1,"tweetType":1,"viewCount":3088,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536846719379070","authorId":"3536846719379070","name":"Neuschwanste","avatar":"https://static.tigerbbs.com/8fc99e47e5c99bebd4166a8b7913a24c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3536846719379070","idStr":"3536846719379070"},"content":"科技行业估值模型里,营收增长率是第一位。净利增长率在目前估值结构里面所占比重,不及营收增速的一半。 营收增速差预期太远了,即使净利翻五倍都挽救弥补不了增速预期的落空。 因为科技公司意味着市场更看重你的成长性和发展前景,盈利是后面增长回归社会平均水平的时候才会首要关心的事。 等明天看吧,至少跌3%以上,而且不止跌一天,起码要十天七跌才能消化完。","text":"科技行业估值模型里,营收增长率是第一位。净利增长率在目前估值结构里面所占比重,不及营收增速的一半。 营收增速差预期太远了,即使净利翻五倍都挽救弥补不了增速预期的落空。 因为科技公司意味着市场更看重你的成长性和发展前景,盈利是后面增长回归社会平均水平的时候才会首要关心的事。 等明天看吧,至少跌3%以上,而且不止跌一天,起码要十天七跌才能消化完。","html":"科技行业估值模型里,营收增长率是第一位。净利增长率在目前估值结构里面所占比重,不及营收增速的一半。 营收增速差预期太远了,即使净利翻五倍都挽救弥补不了增速预期的落空。 因为科技公司意味着市场更看重你的成长性和发展前景,盈利是后面增长回归社会平均水平的时候才会首要关心的事。 等明天看吧,至少跌3%以上,而且不止跌一天,起码要十天七跌才能消化完。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359833298,"gmtCreate":1616379710514,"gmtModify":1616395045639,"author":{"id":"3493004513567693","authorId":"3493004513567693","name":"糖果嘟嘟","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493004513567693","idStr":"3493004513567693"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>资本家没人看好这次的财报吗?小米每次财报都要跌(除了上次),财报前再不拉一波就惨了!","listText":"<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>说年前到不了30的那些人呢?","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>说年前到不了30的那些人呢?","text":"$小米集团-W(01810)$说年前到不了30的那些人呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/330962068","isVote":1,"tweetType":1,"viewCount":1726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303236516,"gmtCreate":1603157062235,"gmtModify":1703828869010,"author":{"id":"3493004513567693","authorId":"3493004513567693","name":"糖果嘟嘟","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3493004513567693","idStr":"3493004513567693"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>开盘竞价五个多点,现在变绿,你是在逗我吗?","listText":"<a 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17:52","market":"hk","language":"zh","title":"小米Q4营收增长24.8%至704.6亿元,不及市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1125102908","media":"老虎资讯综合","summary":"3月24日消息,港股收盘后,小米集团公布2020年Q4及2020年全年财务报告。财报显示,小米Q4及2020年全年营收均不及市场预期,Q4净利润超出市场预期,但2020年全年净利润不及市场预期。具体来","content":"<p>3月24日消息,港股收盘后,小米集团公布2020年Q4及2020年全年财务报告。财报显示,小米Q4及2020年全年营收均不及市场预期,Q4净利润超出市场预期,但2020年全年净利润不及市场预期。<b>具体来看:</b></p><p><b>四季度业绩:</b></p><ul><li>2020年第四季度营收704.6亿元,市场预期752.26亿元,去年同期564.7亿元,同比增长24.8%;</li><li>2020年第四季度净利润87.95亿元,去年同期24.36亿元,同比增长261%;</li><li>经调整净利润为32.04亿元,市场预期28.9亿元,去年同期为23.44亿元,同比增长36.7%;</li><li><b>四季度智能手机收入为426亿元,同比增长38.4%;</b></li><li><b>四季度全球智能手机出货量为4230万台,同比增长29.7%。</b></li></ul><p><img src=\"https://static.tigerbbs.com/350edc03cf55ebd80b1056d05bc9967c\" tg-width=\"752\" tg-height=\"344\" referrerpolicy=\"no-referrer\"></p><p><b>2020年全年业绩:</b></p><ul><li>2020年全年营收2458.65亿元,市场预期2489.25亿元,去年同期2058.39亿元;</li><li>2020年全年净利润130亿元,市场预期133.43亿元,去年同期100.44亿元;</li><li>2020年每股盈利0.825元,去年同期0.41元;</li><li>2020年智能手机收入达到1522亿元,同比增长24.6%;<b>全球智能手机全年出货量为1.464亿台,同比增长17.5%;</b></li><li>得益于手机出货量的强劲增长,<b>2020年12月,全球MIUI月活跃用户数达到3.963亿,同比增长28.0%;</b></li><li>2020年,互联网服务收入达到人民币238亿元,同比增长19.7%。2020年第四季度,我们的互联网服务收入为人民币62亿元,同比增长8.4%;</li><li>2020年,游戏业务收入达到人民币42亿元,同比增长31.4%。2020年第四季度,游戏收入为人民币9亿元,同比下降1.4%,主要是由于我们与部分游戏厂商的商业条款有所调整。</li></ul><p><img src=\"https://static.tigerbbs.com/0e6f8d72c3003fc4087986b6e1739da5\" tg-width=\"781\" tg-height=\"254\" referrerpolicy=\"no-referrer\"></p><p>截至3月24日港股收盘,小米集团收跌2.53%报25港元。</p><p><img src=\"https://static.tigerbbs.com/ee845c33edfbd8336c9c48b59bc7ef99\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>整体看,小米在财报中表示,2020年,公司在疫情以及全球经济环境中的变化下,逐步推进集团既定战略,实现业绩稳定增长。2020年,小米总收入达到2459亿元,同比增长19.4%;经调整净利润130亿元,同比增长12.8%。其中,2020年第四季度,小米营收705亿元,同比增长24.8%;经调整净利润达到32亿元,同比增长36.7%。</p><p>境外市场方面,境外市场收入达到1224亿元,同比增长34.1%,占总收入的49.8%;第四季度,境外市场收入达到人338亿元,同比增长27.6%,占总收入的47.9%。</p><p><b>分业务看:</b></p><p><img src=\"https://static.tigerbbs.com/22e9e8cc51cbd081940e51db3d25eb96\" tg-width=\"758\" tg-height=\"402\" referrerpolicy=\"no-referrer\"></p><p><b>1、智能手机</b></p><p>2020年智能手机收入达到1522亿元,同比增长24.6%。<b>全球智能手机全年出货量为1.464亿台,同比增长17.5%。</b>根据Canalys的统计,2020年小米智能手机分配量逆势增长超过2400万台,成为全球智能手机出货量同比净增最多的智能手机厂商。</p><p><b>2、IoT与生活消费品</b></p><p>2020年全年IoT与生活消费品营收674亿元,同比增长8.6%。其中,四季度营收211亿元,同比增长8%。</p><p><b>3、互联网服务</b></p><p>2020年全年互联网服务营收238亿元,同比增长19.7%;其中,四季度营收62亿元,同比增长8.4%。</p><p><b>截至2020年12月,全球MIUI月活用户为3.963亿,同比增长28%,其中,大陆地区MIUI月活用户为1.145亿。</b></p><p>互联网服务中:</p><ul><li><b>游戏业务:</b>2020年游戏业务收入达到人民币42亿元,同比增长31.4%。2020年第四季度,游戏收入为人民币9亿元,同比下降1.4%,主要是由于与部分游戏厂商的商业条款有所调整。</li><li><b>广告业务:</b>广告业务收入127亿元,同比增长19.2%。其中,<b>四季度广告业务收入创单季度新高至37亿元,</b>同比增长23.1%。</li></ul><p><b>4、其他</b></p><p>其他收入由截至2019年12月31日止年度的人民币18.142亿元增加38.3%至报告期的25.089亿元,主要是由于部分IoT产品的安装服务收入的增长所致。</p><p><b>对外投资:</b>截至2020年12月31日止,小米共投资超过310家公司,总账面价值人民币480亿元,同比增长60.1%。</p><p>此外,小米集团表示,拟收购ZIMI INTERNATIONAL INCORPORATION 50.09%股权,总价格为2.05亿美元。目标集团旗下品牌ZMI,致力于高端智能手机配件以及智能硬件的研发与制造,包括充电器、无线充、数据线、智能小家电等多款产品。</p><p><a href=\"https://www1.hkexnews.hk/listedco/listconews/sehk/2021/0324/2021032400781_c.pdf\" target=\"_blank\">附件:小米集团截至2020年12月31日止年度业绩公告</a></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米Q4营收增长24.8%至704.6亿元,不及市场预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米Q4营收增长24.8%至704.6亿元,不及市场预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-24 17:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月24日消息,港股收盘后,小米集团公布2020年Q4及2020年全年财务报告。财报显示,小米Q4及2020年全年营收均不及市场预期,Q4净利润超出市场预期,但2020年全年净利润不及市场预期。<b>具体来看:</b></p><p><b>四季度业绩:</b></p><ul><li>2020年第四季度营收704.6亿元,市场预期752.26亿元,去年同期564.7亿元,同比增长24.8%;</li><li>2020年第四季度净利润87.95亿元,去年同期24.36亿元,同比增长261%;</li><li>经调整净利润为32.04亿元,市场预期28.9亿元,去年同期为23.44亿元,同比增长36.7%;</li><li><b>四季度智能手机收入为426亿元,同比增长38.4%;</b></li><li><b>四季度全球智能手机出货量为4230万台,同比增长29.7%。</b></li></ul><p><img src=\"https://static.tigerbbs.com/350edc03cf55ebd80b1056d05bc9967c\" tg-width=\"752\" tg-height=\"344\" referrerpolicy=\"no-referrer\"></p><p><b>2020年全年业绩:</b></p><ul><li>2020年全年营收2458.65亿元,市场预期2489.25亿元,去年同期2058.39亿元;</li><li>2020年全年净利润130亿元,市场预期133.43亿元,去年同期100.44亿元;</li><li>2020年每股盈利0.825元,去年同期0.41元;</li><li>2020年智能手机收入达到1522亿元,同比增长24.6%;<b>全球智能手机全年出货量为1.464亿台,同比增长17.5%;</b></li><li>得益于手机出货量的强劲增长,<b>2020年12月,全球MIUI月活跃用户数达到3.963亿,同比增长28.0%;</b></li><li>2020年,互联网服务收入达到人民币238亿元,同比增长19.7%。2020年第四季度,我们的互联网服务收入为人民币62亿元,同比增长8.4%;</li><li>2020年,游戏业务收入达到人民币42亿元,同比增长31.4%。2020年第四季度,游戏收入为人民币9亿元,同比下降1.4%,主要是由于我们与部分游戏厂商的商业条款有所调整。</li></ul><p><img src=\"https://static.tigerbbs.com/0e6f8d72c3003fc4087986b6e1739da5\" tg-width=\"781\" tg-height=\"254\" referrerpolicy=\"no-referrer\"></p><p>截至3月24日港股收盘,小米集团收跌2.53%报25港元。</p><p><img src=\"https://static.tigerbbs.com/ee845c33edfbd8336c9c48b59bc7ef99\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>整体看,小米在财报中表示,2020年,公司在疫情以及全球经济环境中的变化下,逐步推进集团既定战略,实现业绩稳定增长。2020年,小米总收入达到2459亿元,同比增长19.4%;经调整净利润130亿元,同比增长12.8%。其中,2020年第四季度,小米营收705亿元,同比增长24.8%;经调整净利润达到32亿元,同比增长36.7%。</p><p>境外市场方面,境外市场收入达到1224亿元,同比增长34.1%,占总收入的49.8%;第四季度,境外市场收入达到人338亿元,同比增长27.6%,占总收入的47.9%。</p><p><b>分业务看:</b></p><p><img src=\"https://static.tigerbbs.com/22e9e8cc51cbd081940e51db3d25eb96\" tg-width=\"758\" tg-height=\"402\" referrerpolicy=\"no-referrer\"></p><p><b>1、智能手机</b></p><p>2020年智能手机收入达到1522亿元,同比增长24.6%。<b>全球智能手机全年出货量为1.464亿台,同比增长17.5%。</b>根据Canalys的统计,2020年小米智能手机分配量逆势增长超过2400万台,成为全球智能手机出货量同比净增最多的智能手机厂商。</p><p><b>2、IoT与生活消费品</b></p><p>2020年全年IoT与生活消费品营收674亿元,同比增长8.6%。其中,四季度营收211亿元,同比增长8%。</p><p><b>3、互联网服务</b></p><p>2020年全年互联网服务营收238亿元,同比增长19.7%;其中,四季度营收62亿元,同比增长8.4%。</p><p><b>截至2020年12月,全球MIUI月活用户为3.963亿,同比增长28%,其中,大陆地区MIUI月活用户为1.145亿。</b></p><p>互联网服务中:</p><ul><li><b>游戏业务:</b>2020年游戏业务收入达到人民币42亿元,同比增长31.4%。2020年第四季度,游戏收入为人民币9亿元,同比下降1.4%,主要是由于与部分游戏厂商的商业条款有所调整。</li><li><b>广告业务:</b>广告业务收入127亿元,同比增长19.2%。其中,<b>四季度广告业务收入创单季度新高至37亿元,</b>同比增长23.1%。</li></ul><p><b>4、其他</b></p><p>其他收入由截至2019年12月31日止年度的人民币18.142亿元增加38.3%至报告期的25.089亿元,主要是由于部分IoT产品的安装服务收入的增长所致。</p><p><b>对外投资:</b>截至2020年12月31日止,小米共投资超过310家公司,总账面价值人民币480亿元,同比增长60.1%。</p><p>此外,小米集团表示,拟收购ZIMI INTERNATIONAL INCORPORATION 50.09%股权,总价格为2.05亿美元。目标集团旗下品牌ZMI,致力于高端智能手机配件以及智能硬件的研发与制造,包括充电器、无线充、数据线、智能小家电等多款产品。</p><p><a href=\"https://www1.hkexnews.hk/listedco/listconews/sehk/2021/0324/2021032400781_c.pdf\" target=\"_blank\">附件:小米集团截至2020年12月31日止年度业绩公告</a></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W","XIACY":"小米集团ADR"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125102908","content_text":"3月24日消息,港股收盘后,小米集团公布2020年Q4及2020年全年财务报告。财报显示,小米Q4及2020年全年营收均不及市场预期,Q4净利润超出市场预期,但2020年全年净利润不及市场预期。具体来看:四季度业绩:2020年第四季度营收704.6亿元,市场预期752.26亿元,去年同期564.7亿元,同比增长24.8%;2020年第四季度净利润87.95亿元,去年同期24.36亿元,同比增长261%;经调整净利润为32.04亿元,市场预期28.9亿元,去年同期为23.44亿元,同比增长36.7%;四季度智能手机收入为426亿元,同比增长38.4%;四季度全球智能手机出货量为4230万台,同比增长29.7%。2020年全年业绩:2020年全年营收2458.65亿元,市场预期2489.25亿元,去年同期2058.39亿元;2020年全年净利润130亿元,市场预期133.43亿元,去年同期100.44亿元;2020年每股盈利0.825元,去年同期0.41元;2020年智能手机收入达到1522亿元,同比增长24.6%;全球智能手机全年出货量为1.464亿台,同比增长17.5%;得益于手机出货量的强劲增长,2020年12月,全球MIUI月活跃用户数达到3.963亿,同比增长28.0%;2020年,互联网服务收入达到人民币238亿元,同比增长19.7%。2020年第四季度,我们的互联网服务收入为人民币62亿元,同比增长8.4%;2020年,游戏业务收入达到人民币42亿元,同比增长31.4%。2020年第四季度,游戏收入为人民币9亿元,同比下降1.4%,主要是由于我们与部分游戏厂商的商业条款有所调整。截至3月24日港股收盘,小米集团收跌2.53%报25港元。整体看,小米在财报中表示,2020年,公司在疫情以及全球经济环境中的变化下,逐步推进集团既定战略,实现业绩稳定增长。2020年,小米总收入达到2459亿元,同比增长19.4%;经调整净利润130亿元,同比增长12.8%。其中,2020年第四季度,小米营收705亿元,同比增长24.8%;经调整净利润达到32亿元,同比增长36.7%。境外市场方面,境外市场收入达到1224亿元,同比增长34.1%,占总收入的49.8%;第四季度,境外市场收入达到人338亿元,同比增长27.6%,占总收入的47.9%。分业务看:1、智能手机2020年智能手机收入达到1522亿元,同比增长24.6%。全球智能手机全年出货量为1.464亿台,同比增长17.5%。根据Canalys的统计,2020年小米智能手机分配量逆势增长超过2400万台,成为全球智能手机出货量同比净增最多的智能手机厂商。2、IoT与生活消费品2020年全年IoT与生活消费品营收674亿元,同比增长8.6%。其中,四季度营收211亿元,同比增长8%。3、互联网服务2020年全年互联网服务营收238亿元,同比增长19.7%;其中,四季度营收62亿元,同比增长8.4%。截至2020年12月,全球MIUI月活用户为3.963亿,同比增长28%,其中,大陆地区MIUI月活用户为1.145亿。互联网服务中:游戏业务:2020年游戏业务收入达到人民币42亿元,同比增长31.4%。2020年第四季度,游戏收入为人民币9亿元,同比下降1.4%,主要是由于与部分游戏厂商的商业条款有所调整。广告业务:广告业务收入127亿元,同比增长19.2%。其中,四季度广告业务收入创单季度新高至37亿元,同比增长23.1%。4、其他其他收入由截至2019年12月31日止年度的人民币18.142亿元增加38.3%至报告期的25.089亿元,主要是由于部分IoT产品的安装服务收入的增长所致。对外投资:截至2020年12月31日止,小米共投资超过310家公司,总账面价值人民币480亿元,同比增长60.1%。此外,小米集团表示,拟收购ZIMI INTERNATIONAL INCORPORATION 50.09%股权,总价格为2.05亿美元。目标集团旗下品牌ZMI,致力于高端智能手机配件以及智能硬件的研发与制造,包括充电器、无线充、数据线、智能小家电等多款产品。附件:小米集团截至2020年12月31日止年度业绩公告","news_type":1},"isVote":1,"tweetType":1,"viewCount":3088,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536846719379070","authorId":"3536846719379070","name":"Neuschwanste","avatar":"https://static.tigerbbs.com/8fc99e47e5c99bebd4166a8b7913a24c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3536846719379070","idStr":"3536846719379070"},"content":"科技行业估值模型里,营收增长率是第一位。净利增长率在目前估值结构里面所占比重,不及营收增速的一半。 营收增速差预期太远了,即使净利翻五倍都挽救弥补不了增速预期的落空。 因为科技公司意味着市场更看重你的成长性和发展前景,盈利是后面增长回归社会平均水平的时候才会首要关心的事。 等明天看吧,至少跌3%以上,而且不止跌一天,起码要十天七跌才能消化完。","text":"科技行业估值模型里,营收增长率是第一位。净利增长率在目前估值结构里面所占比重,不及营收增速的一半。 营收增速差预期太远了,即使净利翻五倍都挽救弥补不了增速预期的落空。 因为科技公司意味着市场更看重你的成长性和发展前景,盈利是后面增长回归社会平均水平的时候才会首要关心的事。 等明天看吧,至少跌3%以上,而且不止跌一天,起码要十天七跌才能消化完。","html":"科技行业估值模型里,营收增长率是第一位。净利增长率在目前估值结构里面所占比重,不及营收增速的一半。 营收增速差预期太远了,即使净利翻五倍都挽救弥补不了增速预期的落空。 因为科技公司意味着市场更看重你的成长性和发展前景,盈利是后面增长回归社会平均水平的时候才会首要关心的事。 等明天看吧,至少跌3%以上,而且不止跌一天,起码要十天七跌才能消化完。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}