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《藍籌業績》小米(01810.HK)第三季經調整淨利潤升18.9%至41.28億人幣 勝預期
阿思達克 11-24 18:06
小米集團-W(01810.HK)公布截至今年9月底止首三季業績,營業額1,754.03億元人民幣(下同),按年升17.4%。純利115.42億元,按年升51.8%;按非國際財務報告準則計,經調整淨利潤按年升6.7%至98.02億元,每股盈利0.483元。

單計第三季度,按非國際財務報告準則計,經調整淨利潤升18.9%至41.28億元,勝預期。期內利潤達48.64億元,升93.1%。

第三季收入按年升34.5%至722億元,高於預期,當中智能手機分部收入按季升50.5%升至476億元,並從疫情的影響中恢復,售出約4,660萬部智能手機,平均銷售單價微跌至1,022.3元;IoT分部收入按季升18.8%至181億元,主要是由於手環、智能電視及滑板車等IoT品類需求增長。而智能電視及筆記本電腦收入亦按季升23.5%至59億元。在互聯網服務方面,第三季收入按季跌2.3%至58億元,主要由於遊戲及金融科技業務收入減少所致。期內其他收入按季跌10.9%至6.68億元,主要由於物料銷售收入減少所致。

在毛利率方面,第三季智能手機分部毛利率收窄至8.4%,主要因為促銷力度加大,而IoT與生活消費產品分部毛利率則升至14.2%,主要受惠毛利率較高的IoT產品增長強勁及智能電視毛利率提升,期內互聯網服務毛利率由去年同期的62.9%收窄至60.4%,主要受金融科技及遊戲業務毛利率下降所拖累。

公司指,第三季度境外業務持續強勢增長,境外市場收入創單季度歷史新高,按年增長52.1%至398億元,而在內地市場亦繼續增長,據調查顯示公司第三季內地智能手機出貨量按年升18.9%,是前五大廠商中唯一取得正增長的企業。而截至9月底小米共投資逾300家公司,總賬面價值395億元,按年增長37.5%。(el/a)

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