Xiaomi Corp's shares rose 6.8% to HK$27.96 by 03:28 GMT on Wednesday, following the release of second-quarter earnings that highlighted resilience in its electric vehicle and AI segments despite persistent weakness in smartphones.
매출은 전년 동기 대비 6.1% 감소하여 108.9 억 위안 ($16.15 억)이었으며, 조정된 순이익은 42.6% 하락하여 6.2 억 위안이었다. 총 마진률은 22.0%에서 19.8%로 하락하여 메모리 칩과 같은 구성 요소에서 지속되고 있는 비용 압박이 시중에 계속 고조된 것에서reflect했다.
The company’s Smart EV, AI, and New Initiatives segment generated 24.9 billion yuan in revenue, up 17.1% from the prior year, driven by a 15.9% increase in EV revenue to 23.9 billion yuan. Vehicle deliveries surged 28.2% to 104,199 units, with cumulative deliveries of the SU7-series exceeding 500,000 by August 17. New SkyNomad SUV models are scheduled for launch in September.
Xiaomi’s smartphone business continued to face headwinds, with shipments falling 26.5% to 31.2 million units amid weaker global demand and higher component costs. Average selling prices rose 25.9% to a record 1,351 yuan as the company prioritized premium models to offset volume declines.
President William Lu σημείωσε κατά τη διάρκεια μιας μετά τη δημοσίευση των αποτελεσμάτων τηλεφωνικής συνεδρίας ότι οι τιμές μνήμης παραμετρούν σε ιστορικά υψηλά επίπεδα στο 2ο τρίμηνο, επηρεάζοντας τα περιθώρια κέρδους των smartphones και των tablets. Ωστόσο, υποδεικνύει ότι το ρυθμό των αυξήσεων των τιμών μνήμης έχει αρχίσει να επιβραδύνεται και αναμένεται να συρρικνωθεί περαιτέρω στην δεύτερη άνοιξη, δείχνοντας πρόσθετη ανάσα για τις πιέσεις στο κόστος του segment του smartphone.
