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小米集團發佈2021年業績
uSMART盈立智投 03-22 23:08

2021年,小米在中國大陸地區定價在人民幣3000元或以上及境外定價在300歐元或以上的高端智能手機全球出貨量超過2400萬臺,較2020全年翻倍增長;其中,境外定價在300歐元或以上的高端智能手機出貨量同比增長超過160%。

以下爲小米財報要點:

1、2021年,小米研發支出達到人民幣132億元,同比增長42.3%。小米表示,未來將堅定不移堅持以技術爲本,預計未來五年研發投入將超過人民幣1000億元。

2、2021年,小米境外市場收入人民幣1636億元,同比增長33.7%, 佔總收入的49.8%;境外互聯網收入人民幣50億元,同比增長84.3%,2021年Q4境外互聯網收入在整體互聯網服務收入佔比21.5%;2021年,小米智能手機出貨量在境外市場(不包括印度、斯裏蘭卡、尼泊爾和孟加拉)運營商渠道超過2500萬臺,同比增長超120%。

3、2021年,小米在中國大陸地區定價在人民幣3000元或以上及境外定價在300歐元或以上的高端智能手機全球出貨量超過2400萬臺,較去年翻倍增長。按出貨量計,小米高端智能手機佔比由2020年的約7%增至約13%。其中,境外定價在300歐元或以上的高端智能手機出貨量同比增長超過160%。Canalys數據顯示,2021年零售價在350美元或以上的境外高端智能手機市場上,小米的出貨量排名第三。

4、截至2021年12月31日,小米AIoT連接設備(不包括智能手機、平板及筆記本電腦)數已達4.34億件,同比增長33.6%;擁有五件及以上連接至小米AIoT平臺設備(不包括智能手機、平板及筆記本電腦)的用戶數達到880萬,同比增長40.4%。2021年12月,小愛同學月活用戶同比增長23.3%,達1.07億;米家App的月活用戶同比增長42.0%,達6390萬。2021年,小米智能電視全球出貨量達1230萬臺,小米全球智能空調出貨量超過200萬臺,同比增長超70%。智能大家電品類(空調、冰箱、洗衣機)2021年收入,同比增長超60%。

5、2021年,小米IoT與生活消費產品業務收入達到人民幣850億元,同比增長26.1%。

6、2021年,小米互聯網服務收入達到人民幣282億元,同比增長18.8%。2021年12月,全球MIUI月活用戶同比增長28.4%達5.1億。2021年全球淨新增MIUI月活用戶達到1.13億,中國大陸淨新增用戶數達到1890萬;2021年12月,小米智能電視(含小米盒子、小米電視棒)月活躍用戶數同比增長超過29%,其中小米電視付費用戶同比增長14.5%至490萬。

7、小米2021年廣告業務收入達到人民幣181億元,同比增速達42.3%。

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